HomeMy WebLinkAbout01-14, 06-12, 01-12 Snowden Bridge - BackfileLAWSON AND SILEK, P.L.C.
120 EXETER DRIVE, SUITE 200
POST OFFICE BOX 2740
WINCHESTER, VA 22604
TELEPHONE: (540) 665-0050
FACSIMILE: (540) 7224051
February 25, 2011
Roderick B. Williams, Esquire
County Attorney
County of Frederick, Virginia
107 North Kent Street, 3`d Floor
Winchester, VA 22601
THOMAS MOORE LAWSON • TLAWSON(a%LSPLC.COM
Re: Snowden Bridge
Our File No. 839.001
VIA E-MAIL AND U.S. MAIL
Dear Rod:
This is to confirm my previous communication and correspondence concerning the
above -referenced project. As you know, the property was developed as a planned unit
development with numerous land bays and provisions for development and build -out by either
one or several developers. At present the property is owned by two developers and it is the
intent of Brookfield Stephenson Village, L.L.C. to amend the Master Plan on property that it
solely owns. Despite the fact that this amended Master Development Plan is of a tract that is
lesser of size than a tract of land that is encompassed by a previously approved MDP, we have
been advised by Frederick County that a submission to the County is required, which submission
may be included in part of a package to be submitted by Planning Staff to the Board of
Supervisors. We have been advised that this submission is to ensure that the Board of
Supervisors has knowledge of this recent MDP amendment and also to put it on notice that
consistent with the previously approved plan there may be more than one developer building out
this large community.
This is to confirm that there is an agreement and understanding between all parties,
including, but not limited to, Frederick County and its departments and agencies that as this
planned unit development proceeds with development submissions for County approvals that
may be required for items, which include, but are not limited to, Master Development Plans, Site
Plans, building permits, etc., that only the owner the property upon which the plan or permit is
being sought shall be required to sign any submission or request for same with the County. What
this means is that when/if a submission is filed there will be no need, requirement, or request
from the County or any of its departments or agencies for signatures of any other property
Roderick B. Williams, Esquire
February 25, 2011
Page 2
owners within the development, whether they be adjoining property owners or not, if the plan or
permit at issue does not involve such other property owners' property, unless the plan or permit
at issue affects joint obligations under the applicable proffers,
It is with this understanding that the property owners, as is evidenced by the
representative signatures below, do submit this letter and they look forward to the approval of the
pending MDP, as well as any other plan, permit, etc., which may be submitted for approval in the
future, subject to compliance with any other applicable requirements.
Thank you for your attention to these matters. Unless I hear from you to the contrary, I
will assume that this is a complete recitation of the understandings and agreements between the
property owners and Frederick County, Virginia.
TML:atd
BROOKFIELD STEPHENSON VILLAGE, L.L.C.
Li
Date By: Yam/
Its: M kS UIN WMAMK,�--
STEPHENSON ASSOCIATES, L.C.
to j
s:
COUNTY of FREDERICK
Department of Planning and Development
540/665-5651
FAX: 540/ 665-6395
MEMORANDUM
TO: Frederick County Board of Supervisors
FROM: Eric R. Lawrence, AICP, Planning Director
jl✓`
SUBJECT: Public Meeting: Snowden Bridge Master Development Plan
Request to Enable MDP Modifications by Individual Developers
DATE: April 4, 2011
Staff has received a request to consider enabling individual developer revisions to the
Snowden Bridge Master Development Plan (the project previously known as Stephenson
Village). The Snowden Bridge MDP is currently a single approved Master Development
Plan encompassing the entire 794 acre development project. The project entails two
developers, Stephenson Associates LC and Brookfield Stephenson Village LLC;
Stephenson Associates LC owns portions of the project that have yet to experience
construction activity, and Brookfield Stephenson Village LLC owns portions of the
project that are currently under construction and have built and sold residences to
individual homeowners. This request would enable either developer to process MDP
revisions for their land holdings without securing approvals from the other developer.
When Rezoning #06-03 for Stephenson Village was approved by the Board of
Supervisors on September 24, 2003, a number of proffered conditions were also
accepted. Some of these conditions would clearly be implemented as each new home
was constructed, while other proffered conditions pertain to more global improvements
such as the construction of the major collector road currently referred to as Snowden
Bridge Boulevard, dedication of the park and school sites, and cash contributions to
Clearbrook Volunteer Fire Company. Upon review of the proffered conditions and their
associated implementation triggers (i.e., dates, vehicle trips generated, at the County's
request, etc.), staff has determined that enabling separate Master Development Plans
would not be detrimental to implementing the proffered conditions. The County could
continue to enforce the proffered conditions by not issuing zoning, subdivision, and
building/occupancy approvals until the applicable proffered conditions were satisfied.
107 North Kent Street, Suite 202 • Winchester, Virginia 22601-5000
Board of Supervisors
RE: Snowden Bridge Master Development Plan Separate Revisions
April 4, 2011
Page 2
The initial Master Development Plan for the project (at that time called Stephenson
Village but since renamed Snowden Bridge) was approved in 2006 (MDP #07-05 for
Stephenson Village). Several revisions to the initial MDP have been approved through
administrative approvals. To date, the administrative revisions continue to reflect the
intent of the initial MDP with only minor housing type and lot size changes, all permitted
actions under the adopted proffers and applicable ordinances. Separating the MDPs will
enable such administrative revisions to occur, while still requiring Planning Commission
and Board of Supervisors review on more substantial revisions.
After reviewing the applicable zoning and subdivision ordinances, as well as the
proffered conditions, there do not appear to be any conflicts with enforcement of the
ordinances and proffers if the Board wishes to permit the separate master development
plan revisions.
Adoption of the attached resolution would enable the two developers to process
individual Master Development Plan revisions without the benefit of securing approvals
from one another. As noted in the resolution, all ordinance requirements and proffered
conditions will remain in full effect and shall be adequately addressed in order for the
individual developments to proceed.
Please contact staff should you have questions concerning this request and resolution.
ERL/bad
Attachment: Applicant's request for separate Master Development Plan revisions
Map illustrating current developer land holdings
Map illustrating development to date
Map illustrating overall Snowden Bridge project boundaries
Resolution
LAWSON AND SILEK, P.L.C.
120 EXETER DRIVE, SUITE 200
POST OFFICE Box 2740
WINCHESTER, VA 22604
TELEPHONE: (540) 665-0050
FACSIMILE: (540) 7224051
February 25, 2011
Roderick B. Williams, Esquire
County Attorney
County of Frederick, Virginia
107 North Kent Street, 3`d Floor
Winchester, VA 22601
MAR 3 2011:
L
3
r
MAS MOORE LAWSON • TLAWSONna,LSPLC.GOM
Re: Snowden Bridge
Our File No. 839.001
VIA E-MAIL AND U.S. MAIL
Dear Rod:
This is to confirm my previous communication and correspondence concerning the
above -referenced project. As you know, the property was developed as a planned unit
development with numerous land bays and provisions for development and build -out by either
one or several developers. At present the property is owned by two developers and it is the
intent of Brookfield Stephenson Village, L.L.C. to amend the Master Plan on property that it
solely owns. Despite the fact that this amended Master Development Plan is of a tract that is
lesser of size than a tract of land that is encompassed by a previously approved MDP, we have
been advised by Frederick County that a submission to the County is required, which submission
may be included in part of a package to be submitted by Planning Staff to the Board of
Supervisors. We have been advised that this submission is to ensure that the Board of
Supervisors has knowledge of this recent MDP amendment and also to put it on notice that
consistent with the previously approved plan there may be more than one developer building out
this large community.
This is to confirm that there is an agreement and understanding between all parties,
including, but not limited to, Frederick County and its departments and agencies that as this
planned unit development proceeds with development submissions for County approvals that
may be required for items, which include, but are not limited to, Master Development Plans, Site
Plans, building permits, etc., that only the owner the property upon which the plan or permit is
being sought shall be required to sign any submission or request for same with the County. What
this means is that when/if a submission is filed there will be no need, requirement, or request
from the County or any of its departments or agencies for signatures of any other property
Roderick B. Williams, Esquire
February 25, 2011
Page 2
owners within the development, whether they be adjoining property owners or not, if the plan or
permit at issue does not involve such other property owners' property, unless the plan or permit
at issue affects joint obligations under the applicable proffers,
It is with this understanding that the property owners, as is evidenced by the
representative signatures below, do submit this letter and they look forward to the approval of the
pending MDP, as well as any other plan, permit, etc., which may be submitted for approval in the
future, subject to compliance with any other applicable requirements.
Thank you for your attention to these matters. Unless I hear from you to the contrary, I
will assume that this is a complete recitation of the understandings and agreements between the
property owners and Frederick County, Virginia.
TML:atd
BROOKFIELD STEPHENSON VILLAGE, L.L.C.
Date By: L -
Its: VA kS UIN
STEPHENSON ASSOCIATES, L.C.
D to By- ::::1c--V" - D -
Its:
at t ,
<y c�` s
151 Windy Hill Lane
Winchester, Virginia 22602
December 1, 2010
Frederick County Planning Department
Attn: Eric Lawrence, Planning Director
107 North Kent Street
Winchester, VA 22601
RE: Snowden Bridge MDP - Brookfield Stephenson Village, LLC Property
Dear Eric:
The purpose of this letter is to request consideration for administrative approval of the Snowden
Bridge Master Development Plan for the Brookfield Stephenson Village, LLC property.
Brookfield Stephenson Village. LLC currently owns tax parcel 44-((A))-293, which is a 212.97-
acre portion of the 794.6 acres that was rezoned as Stephenson Village in 2003 (now referred to
as Snowden Bridge). Since then, Frederick County has approved Master Development Plans for
approximately 285 acres of land that includes the entire 212.97 acres owned by Brookfield
Stephenson Village, LLC, as well as a portion of the remaining land owned by Stephenson
Associates, LC.
Brookfield Stephenson, LLC desires to process a Master Development Plan approval that
accounts only for their property. This is similar to other Master Development Plans that have
been approved by Frederick County for portions of larger rezoned land areas such as Autumn
Glen, The Camp, Musket Ridge, Old Dominion Green, Lynnhaven, Sovereign Village, and Twin
Lakes. Brookfield Stephenson, LLC has previously dedicated and bonded rights -of -way and
recreational amenities with Frederick County, and has agreed to prepare access easements to
ensure that there is public street access to the remaining land bay areas within the Snowden
Bridge project. Additionally, the information associated with the approved proffer statement has
been included on the Brookfield Stephenson, LLC Master Development Plan to ensure that all
applicable commitments are on this plan.
Thank you for your assistance regarding this matter. Please advise me if you need anything else
at this time.
Sincerely,
Evan Wyatt, AICP
Greenway Engineering
Cc: Richard J. Dengler, Brookfield Stephenson Village, LLC
Thomas "Ty" Lawson, Lawson & Silek
Engineers Surveyors Planners Environmental Scientists
Telephone 540-662-4185 FAX 540-722-9528
www.greenwayeng.corn
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Snowden Bridge;
Project
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Note:
Snowden Bridge "ed""k County Dept of
Planning & Development
Project 1 07 N Kent St
Site 202
Winchester, VA 22601
540 - 665 - 5651
0 75 150 300 Feet Map Created: November 30,2010
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MI (Industrial, Light District)
M2 (lndustnal, General District)
MH1 (Mobile Home Community District)
R4 (Residential Planned Community District;
RP (Residential Performance District)
Note
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g Planning & Development
Project 1
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N Kent St
Suite 202
Winchester. VA 22601
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RESOLUTION OF THE FREDERICK COUNTY
BOARD OF SUPERVISORS
To consider individual master development plan revisions of
w Master Development Plan #07-05 for Stephenson Village
,&
1739 (a.k.a. Snowden Bridge), enabling the two developers
(Stephenson Associates LC and Brookfield Stephenson
Village LLC) to process master development plan revisions
independent of one another
Action:
BOARD OF SUPERVISORS: April 13, 2011 ❑ APPROVED ❑ DENIED
WHEREAS, Rezoning #06-03 of Stephenson Village was submitted to rezone 794.6 acres
from RA (Rural Areas) to R-4 (Residential Planned Community) with proffers. This property is
located on the south side of Old Charlestown and Jordan Springs Roads and east of Milburn
Road, and was identified with Property Identification Numbers 44-A-31A, 44-A-292, 44-A-293,
and a portion of 44-A-31; and
WHEREAS, Rezoning #06-03 of Stephenson Village was adopted by the Frederick
County Board of Supervisors on September 24, 2003; and
WHEREAS, Master Development Plan #07-05 for Stephenson Village (renamed Snowden
Bridge) was administratively approved on February 23, 2006; and
WHEREAS, Numerous revisions to the Master Development Plan pertaining to housing
types and internal street access have been administratively approved. The revisions did not
affect the location of the major collector road nor its intersection points; and
WHEREAS, The processing of the Master Development Plan revisions to date have
required the property owner approval signatures of both developers (Stephenson Associates LC
and Brookfield Stephenson Village LLC), yet the revisions appear to only affect the land holdings
of Brookfield Stephenson Village LLC; and
WHEREAS, It has been determined that enabling Master Development Plan revisions
without the benefit of both developer's approval will not affect implementation of the
rezoning's proffered conditions;
NOW, THEREFORE, BE IT ORDAINED by the Frederick County Board of Supervisors that
Frederick County would be amenable to consider individual master development plan revisions
for the two developers within the 794 acre Snowden Bridge development.
PDRes. #06-11
This ordinance shall be in effect on the day of adoption.
Passed this 13th day of April, 2011 by the following recorded vote:
Richard C. Shickle, Chairman Gary A. Lofton
Gary W. Dove Bill M. Ewing
Gene E. Fisher Charles S. DeHaven, Jr.
Christopher E. Collins
A COPY ATTEST
John R. Riley, Jr.
Frederick County Administrator
PDRes.#06-11
COUNTY of FREDERICK
Department of Planning and Development
540/ 665-5651
FAX: 540/ 665-6395
MEMORANDUM
TO: Frederick County Board of Supervisors
V
FROM: Eric R. Lawrence, AICP, Planning Director fGM
SUBJECT: Public Meeting: Snowden Bridge Master Development Plan
Request to Enable MDP Modifications by Individual Developers
DATE: April 4, 2011
Staff has received a request to consider enabling individual developer revisions to the
Snowden Bridge Master Development Plan (the project previously known as Stephenson
Village). The Snowden Bridge MDP is currently a single approved Master Development
Plan encompassing the entire 794 acre development project. The project entails two
developers, Stephenson Associates LC and Brookfield Stephenson Village LLC;
Stephenson Associates LC owns portions of the project that have yet to experience
construction activity, and Brookfield Stephenson Village LLC owns portions of the
project that are currently under construction and have built and sold residences to
individual homeowners. This request would enable either developer to process MDP
revisions for their land holdings without securing approvals from the other developer.
When Rezoning #06-03 for Stephenson Village was approved by the Board of
Supervisors on September 24, 2003, a number of proffered conditions were also
accepted. Some of these conditions would clearly be implemented as each new home
was constructed, while other proffered conditions pertain to more global improvements
such as the construction of the major collector road currently referred to as Snowden
Bridge Boulevard, dedication of the park and school sites, and cash contributions to
Clearbrook Volunteer Fire Company. Upon review of the proffered conditions and their
associated implementation triggers (i.e., dates, vehicle trips generated, at the County's
request, etc.), staff has determined that enabling separate Master Development Plans
would not be detrimental to implementing the proffered conditions. The County could
continue to enforce the proffered conditions by not issuing zoning, subdivision, and
building/occupancy approvals until the applicable proffered conditions were satisfied.
107 North Kent Street, Suite 202 • Winchester, Virginia 22601-5000
Board of Supervisors
RE: Snowden Bridge Master Development Plan Separate Revisions
April 4, 2011
Page 2
The initial Master Development Plan for the project (at that time called Stephenson
Village but since renamed Snowden Bridge) was approved in 2006 (MDP #07-05 for
Stephenson Village). Several revisions to the initial MDP have been approved through
administrative approvals. To date, the administrative revisions continue to reflect the
intent of the initial MDP with only minor housing type and lot size changes, all permitted
actions under the adopted proffers and applicable ordinances. Separating the MDPs will
enable such administrative revisions to occur, while still requiring Planning Commission
and Board of Supervisors review on more substantial revisions.
After reviewing the applicable zoning and subdivision ordinances, as well as the
proffered conditions, there do not appear to be any conflicts with enforcement of the
ordinances and proffers if the Board wishes to permit the separate master development
plan revisions.
Adoption of the attached resolution would enable the two developers to process
individual Master Development Plan revisions without the benefit of securing approvals
from one another. As noted in the resolution, all ordinance requirements and proffered
conditions will remain in full effect and shall be adequately addressed in order for the
individual developments to proceed.
Please contact staff should you have questions concerning this request and resolution.
ERL/bad
Attachment: Applicant's request for separate Master Development Plan revisions
Map illustrating current developer land holdings
Map illustrating development to date
Map illustrating overall Snowden Bridge project boundaries
Resolution
LAWSON AND SILEK, P.L.C.
120 EXETER DRIVE, SUITE 200
POST OFFICE Box 2740
WINCHESTER, VA 22604
TELEPHONE: (540) 665-0050
FACSIMILE: (540) 7224051
February 25, 2011
Roderick B. Williams, Esquire
County Attorney
County of Frederick, Virginia
107 North Kent Street, 3`d Floor
Winchester, VA 22601
Re: Snowden Bridge
Our File No. 839.001
VIA E-MAIL AND U.S. MAIL
Dear Rod:
This is to confirm my previous communication and correspondence concerning the
above -referenced project. As you know, the property was developed as a planned unit
development with numerous land bays and provisions for development and build -out by either
one or several developers. At present the property is owned by two developers and it is the
intent of Brookfield Stephenson Village, L.L.C. to amend the Master Plan on property that it
solely owns. Despite the fact that this amended Master Development Plan is of a tract that is
lesser of size than a tract of land that is encompassed by a previously approved MDP, we have
been advised by Frederick County that a submission to the County is required, which submission
may be included in part of a package to be submitted by Planning Staff to the Board of
Supervisors. We have been advised that this submission is to ensure that the Board of
Supervisors has knowledge of this recent MDP amendment and also to put it on notice that
consistent with the previously approved plan there may be more than one developer building out
this large community.
This is to confirm that there is an agreement and understanding between all parties,
including, but not limited to, Frederick County and its departments and agencies that as this
planned unit development proceeds with development submissions for County approvals that
may be required for items, which include, but are not limited to, Master Development Plans, Site
Plans, building permits, etc., that only the owner the property upon which the plan or permit is
being sought shall be required to sign any submission or request for same with the County. What
this means is that when/if a submission is filed there will be no need, requirement, or request
from the County or any of its departments or agencies for signatures of any other property
Roderick B. Williams, Esquire
February 25, 2011
Page 2
owners within the development, whether they be adjoining property owners or not, if the plan or
permit at issue does not involve such other property owners' property, unless the plan or permit
at issue affects joint obligations under the applicable proffers,
It is with this understanding that the property owners, as is evidenced by the
representative signatures below, do submit this letter and they look forward to the approval of the
pending MDP, as well as any other plan, permit, etc., which may be submitted for approval in the
future, subject to compliance with any other applicable requirements.
Thank you for your attention to these matters. Unless I hear from you to the contrary, I
will assume that this is a complete recitation of the understandings and agreements between the
property owners and Frederick County, Virginia.
TML:atd
Date
to
BROOKFIELD STEPHENSON VILLAGE, L.L.C.
By:
Its: Nll IkN k%IN % MW K,
STEPHENSON ASSOCIATES, L.C.
GREENWAY ENGINEERING, mc.
151 Windy Hill Lane
Wind ester, Virginia 22602
6
Founded in 1971
December 1, 2010
Frederick County Planning Department
Attn: Eric Lawrence, Planning Director
107 North Kent Street
Winchester, VA 22601
RE: Snowden Bridge MDP - Brookfield Stephenson Village, LLC Property
Dear Eric:
The purpose of this letter is to request consideration for administrative approval of the Snowden
Bridge Master Development Plan for the Brookfield Stephenson Village, LLC property.
Brookfield Stephenson Village. LLC currently owns tax parcel 44-((A))-293, which is a 212.97-
acre portion of the 794.6 acres that was rezoned as Stephenson Village in 2003 (now referred to
as Snowden Bridge). Since then, Frederick County has approved Master Development Plans for
approximately 285 acres of land that includes the entire 212.97 acres owned by Brookfield
Stephenson Village, LLC, as well as a portion of the remaining land owned by Stephenson
Associates, LC.
Brookfield Stephenson, LLC desires to process a Master Development Plan approval that
accounts only for their property. This is similar to other Master Development Plans that have
been approved by Frederick County for portions of larger rezoned land areas such as Autumn
Glen, The Camp, Musket Ridge, Old Dominion Green, Lynnhaven, Sovereign Village, and Twin
Lakes. Brookfield Stephenson, LLC has previously dedicated and bonded rights -of -way and
recreational amenities with Frederick County, and has agreed to prepare access easements to
ensure that there is public street access to the remaining land bay areas within the Snowden
Bridge project. Additionally, the information associated with the approved proffer statement has
been included on the Brookfield Stephenson, LLC Master Development Plan to ensure that all
applicable commitments are on this plan.
Thank you for your assistance regarding this matter. Please advise me if you need anything else
at this time.
Sincerely,
Evan Wyatt, AICP
Greenway Engineering
Cc: Richard J. Dengler, Brookfield Stephenson Village, LLC
Thomas "Ty" Lawson, Lawson & Silek
Engineers Surveyors Planners Environmental Scientists
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R4 (Residential Planned Community District)
RP (Residential Performance District)
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N Kent St
Suite 202
Winchester. VA 22601
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Map Created: November 30, 2010
RESOLUTION OF THE FREDERICK COUNTY
BOARD OF SUPERVISORS
To consider individual master development plan revisions of
Master Development Plan #07-05 for Stephenson Village
(a.k.a. Snowden Bridge), enabling the two developers
(Stephenson Associates LC and Brookfield Stephenson
Village LLC) to process master development plan revisions
independent of one another
Action:
BOARD OF SUPERVISORS: April 13, 2011 ❑ APPROVED ❑ DENIED
WHEREAS, Rezoning #06-03 of Stephenson Village was submitted to rezone 794.6 acres
from RA (Rural Areas) to R-4 (Residential Planned Community) with proffers. This property is
located on the south side of Old Charlestown and Jordan Springs Roads and east of Milburn
Road, and was identified with Property Identification Numbers 44-A-31A, 44-A-292, 44-A-293,
and a portion of 44-A-31; and
WHEREAS, Rezoning #06-03 of Stephenson Village was adopted by the Frederick
County Board of Supervisors on September 24, 2003; and
WHEREAS, Master Development Plan #07-05 for Stephenson Village (renamed Snowden
Bridge) was administratively approved on February 23, 2006; and
WHEREAS, Numerous revisions to the Master Development Plan pertaining to housing
types and internal street access have been administratively approved. The revisions did not
affect the location of the major collector road nor its intersection points; and
WHEREAS, The processing of the Master Development Plan revisions to date have
required the property owner approval signatures of both developers (Stephenson Associates LC
and Brookfield Stephenson Village LLC), yet the revisions appear to only affect the land holdings
of Brookfield Stephenson Village LLC; and
WHEREAS, It has been determined that enabling Master Development Plan revisions
without the benefit of both developer's approval will not affect implementation of the
rezoning's proffered conditions;
NOW, THEREFORE, BE IT ORDAINED by the Frederick County Board of Supervisors that
Frederick County would be amenable to consider individual master development plan revisions
for the two developers within the 794 acre Snowden Bridge development.
PDRes. #06-11
This ordinance shall be in effect on the day of adoption.
Passed this 13th day of April, 2011 by the following recorded vote:
Richard C. Shickle, Chairman Gary A. Lofton
Gary W. Dove Bill M. Ewing
Gene E. Fisher Charles S. DeHaven, Jr.
Christopher E. Collins
A COPY ATTEST
John R. Riley, Jr.
Frederick County Administrator
PDRes.#06-11
BHUOKFIELD
H O M E S
December 29, 2010
Frederick County Department of Planning
107 North Kent Street
Suite 202
Winchester, Virginia 22601
Attn: Mr. Eric Lawrence
Planning Director
Re: Stephenson Village
Dear Eric:
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DEC 30 2010
Enclosed please find a check from Brookfield Stephenson Village, LLC to Clear Brook Volunteer Fire and
Rescue, Inc. in the amount of $50,000.00. This check is in regard to Proffer Commitment number 6 of
the Proffer Statement for Stephenson Village Planned Residential Community, Rezoning #06-03, which
states that the applicant is to pay $50,000.00 within 30 days of the issuance of the 500th building permit
within the Stephenson Village (Snowden Bridge) Residential Community, but not later than December
31, 2008. As I am sure you are aware, we are not anywhere near the 500`h building permit, however,
are also well tardy of the December 2008 date. We apologize for our tardiness, however, in our system
of following the proffers, we had entered the permit "tickler" and not the date. Again, please accept our
apology for being late on this payment and please forward on the check to the Clear Brook Fire and
Rescue Department.
Sincerely,
Dean Dubbe ,
0/
�1
BROOKFIELD HOMES
8500 Executive Park Avenue • Suite 300 • Fairfax, Virginia 22031
Telephone: 703.270.1400 • Facsimile: 703.270.1401
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Eric Lawrence
From:
Evan Wyatt [ewyatt@greenwayeng.com]
Sent:
Monday, December 06, 2010 9:33 AM
To:
tlawson@lsplc.com
Cc:
Eric Lawrence
Subject:
Brookfield MDP
Hi Ty,
I spoke with Eric Lawrence this morning regarding the issue of processing the Brookfield MDP for information to the Board
of Supervisors that would allow for Brookfield to submit an MDP for their property only. Eric advised that his department
provided the information packet to John Riley's office and that John was not interested in taking this item to the Board
unless both Brookfield and Shockey provided a letter advising that they were both interested in having the ability to master
plan their properties only. Eric believes that if this information is provided and the Board agrees to this approach that this
will establish the policy for the Snowden Bridge project that would allow for individual master plans to be processed for
county approval in the future without the need for multiple owner signatures. Please let me know if you have any
questions regarding this information.
Thanks, Evan
GREENWAY ENGINEERING
151 Windy Hill Lane
Winchester, VA 22602
Phone: 540-662-4185
Fax: 540-722-9528
Visit us on the web at www. reg enwayeng com to learn about exciting new services offered by Greenway
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a
GREENWAY ENGINEERING
151 Windy Hill Lane
Founded in 1971 Winchester, Virginia 22602
TRANSMIT T AL
Project Name: Brookfield Stephenson Village LLC Master Development Plan
File No: 2760B
Date October 12, 2010
To: FC Planning From: Evan Wyatt
Attn: Eric Lawrence GREENWAY ENGINEERING
Phone: 540-662-4185
Copied Fax: 540-722-9528
Delivery: ❑ Fed Ex ❑ U.S. Mail ® Courier ❑ Pick Up
❑ Other
❑ Urgent ® For Your Review ❑ As You Requested ® Please Comment
Message:
Hi Eric,
Please review the attached information and contact me if you have any questions or if you need
anything else at this time.
Thank you, Evan
Hand Delivery and Pick Ups Only:
Received By:
Please Print Name:
Date:
Time:'
C; s
October 111 2010
Frederick County Attorney & Planning Departments
Attn: Rod Williams, County Attorney
Eric Lawrence, Planning Director
107 North Kent Street
Winchester, VA 22601
RE: Stephenson Village (Snowden Bridge) Proffer Analysis Information
Dear Rod and Eric:
Brookfield Stephenson Village LLC desires to obtain Master Development Plan approval solely
for acreage under their ownership in the Snowden Bridge Residential Planned Community. As
you know, Frederick County has allowed for large-scale residential projects approved under a
single rezoning application to be approved as smaller Master Development Plans that account for
the acreage in individual property ownership. Examples of this include the Tasker Land Bays,
which was ultimately approved as Master Development Plans for Autumn Glen, Canter Estates,
The Camp and Old Dominion Greens, and Charming Drive, which was ultimately approved as
Lynnhaven, Sovereign Village and Twin Lakes.
It is my understanding that Frederick County is reviewing the approved Proffer Statement to
determine if there are any proffered commitments that could become problematic as Brookfield
Stephenson Village LLC continues to develop their property consistent with the previously
approved Master Development Plan. Brookfield Stephenson Village LLC has directed Greenway
Engineering to conduct a similar review of the approved Proffer Statement and provide a report to
Frederick County to ensure that the County and Brookfield are on the same page. Therefore,
please find attached a summary of our analysis of the Stephenson Village Residential Planned
Community Proffer Statement and the proffered Community Design Modification Document for
your information.
It is requested that Frederick County review this analysis and confirm the accuracy of this
information. Hopefully, this information is of assistance and can be utilized by the County
Attorney's Office and the Planning Department when the Board of Supervisors is advised that the
Snowden Bridge development is desired to be approved as smaller Master Development Plans
that account for the acreage in individual property ownership.
Sincerely,
I � 'C�
Evan yatt, AIC
Greenway Engineering
Cc: Rick Dengler, Brookfield Stephenson Village LLC
Ty Lawson, PLC Lawson & Silek
Engineers Surveyors Planners Environmental Scientists
Telephone 540-662-4185 FAX 540-722-9528
www.greenwayeng.com
Stephenson Village Residential Planned Community Proffer Statement
& Community Design Modification Document Analysis
Community Design Modification Document
Modification #8 — Rezoning Procedure
This modification was approved by the Board of Supervisors to eliminate the requirement
for a Master Development Plan for the entire project during the rezoning process and
allow for a proffered Generalized Development Plan to demonstrate general land use
conformity for land bays within the rezoned area. The Generalized Development Plan
(GDP) was approved at the same time as the rezoning and any development within the
project will need to be in conformity with the GDP, which will be reviewed by the
County when submittals for development of certain portions of the property are requested
for development.
Modification #9 — Master Development Plan
This modification was approved by the Board of Supervisors to require a detailed Master
Development Plan to reflect the acreage within the community that is planned for
development by specific phase (and specific to the land mass being submitted at the time
for review/approval by the County) and provide for an aggregate table of information to
ensure development percentages identified on the proffered Generalized Development
Plan are in compliance throughout the development of the project.
Modification #6 — Phasing
This modification was approved by the Board of Supervisors to require a detailed Master
Development Plan for each development phase to ensure that a logical sequence of
development occurs for the provision of roads, infrastructure, open space and recreational
facilities.
2760BlEAW 1 10-12-10
Stephenson Village Residential Planned Community Proffer Statement
General Provisions — Page 1
The last paragraph identifies that a Generalized Development Plan (GDP) is provided in -
lieu of a Master Development Plan. The Master Development Plan is required for the
portion of the site to be developed.
Section 2A Phasing Plan Additional Proffer Payment — Page 2
This requires an assessment of the number of school children annually that could
potentially increase the monetary contribution to Frederick County. This is assessed at
the time of building permit issuance; therefore, this should not have a bearing on the
Master Development Plan.
Section 2A Phasing Plan Additional Proffer Payment — Page 3
The proffer requires the Applicant to reimburse Frederick County Public Schools for the
cost in creating the annual school children report. Brookfield Stephenson Village LLC
understands that they would be responsible for this cost should Frederick County Public
Schools determine that this report was necessary as a result of the development within
their acreage.
Section 3A(2) Use, Density and Mix of Housing Type — Page 4
Brookfield Stephenson Village LLC owns approximately 212 acres of land that is under
consideration for Master Development Plan approval. This falls within the tolerance
level of 475 acres of mixed residential land use permitted in Land Bay 3 of which the 212
acres is a part.
Section 3A(2)(1) Land Bay Breakdown — Page 5
The Master Development Plan for Brookfield Stephenson Village LLC proposes 525
single family detached units, 110 townhouse units and 30 multifamily units; therefore,
this falls within the tolerance level of residential units identified in this section.
Section 7A(1) Major Collector Road — Page S
Brookfield Stephenson Village LLC has provided right-of-way dedication and bonded the
four -lane improvements for the portion of Snowden Bridge Boulevard depicted on the
2760BlEAW 2 10-12-10
Master Development Plan. This allows for access to their entire property and would
allow for land bays to the south to develop as well; therefore, this should not be an issue
to the County.
Section 7A(2) Interparcel Connections — Page 9
This requires the provision of interparcel connections between land bays when they are
developed. This provision is consistent with requirements of the Frederick County
Subdivision Ordinance. The Master Development Plan submitted by Brookfield
Stephenson Village LLC provides for access to adjacent land bay parcels to the north and
the east of their property within the Snowden Bridge development. To the extent that
there is any additional concern, Brookfield Stephenson Village LLC can provide and
record ingress/egress easements to guarantee access to adjoining land bays.
Section 7C; 7D; 7E and 7F Transportation Enhancements — Page 10
These proffers require various improvements to Martinsburg Pike, Old Charles Town
Road and Snowden Bridge Boulevard. The full build -out of the 212 acres owned by
Brookfield Stephenson Village LLC will result in a projected average daily traffic
volume of 5,929 trips, which is below the threshold for triggering these proffers.
Nonetheless, Brookfield Stephenson Village LLC has preformed many of these proffered
commitments to date including right and left turn lanes at the project entrance, right and
left turn lanes on Old Charles Town Road the two-lane section of Snowden Bridge
Boulevard.
Section 9A Recreational Amenities — Page 13
Brookfield Stephenson Village LLC has identified a recreational center on the Master
Development Plan that complies with the proffered condition and has bonded this
facility; therefore, this should not be an issue with the County.
Section 9C Pedestrian Trails — Page 14
Brookfield Stephenson Village LLC can agree to easements that allow for trail
continuance to adjoining land bays to ensure that this is not a problem in the future.
Section 12 Byers House — Page 16
To my knowledge, Brookfield Stephenson Village LLC has complied with this proffered
condition through photo documentation of this structure before it was razed.
2760BlEAW 3 10-12-10
Section 16A(3)(a) Buffers and Conservation Easements — Page 20
This proffered condition has been addressed on the Brookfield Stephenson Village LLC
Master Development Plan.
Section 18 Water and Sewer Improvements — Page 23
The regional pump station has been developed and is operational and appropriately sized
water and sewer lines have been developed as required by FCSA.
2760B/EAW 4 10-12-10
/J o776S*
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
To Understand Potential Impact of Enabling Multiple MDPs
to Reflect Various Ownership Interests
Rezoning #06-03
October 26, 2010
This analysis has been conducted by the Planning Department staff in an effort to better
understand the potential areas of conflict within the approved proffer statement and the
design modification document that might exist if the Snowden Bridge project were divided into
various Master Development Plans (MDPs) reflective of developer ownership interests. Of
most concern are the proffered conditions whose implementation is tied to a: stated date,
request of County Officials, or Vehicles Trips Per Day (VPD) threshold. These implementation
triggers are global to the larger Snowden Bridge development and may not solely be the
responsibility of the developer of an individual MDP.
Generally, if a proffered condition is not being satisfied, the County could withhold further
subdivision and zoning approvals until compliance is achieved. In the event that a proffered
condition is not implemented and is not clearly linked to a particular MDP, it would be
advantageous to have a clear line of responsibility so that the unaffected party is not held
responsible for proffer compliance. These potential conflict areas are the impetus of this
analysis.
Below are the proffered conditions and design modifications document sections that warrant
clarification and assignment of responsibility prior to enabling the overall Snowden Bridge
development to be divided into various Master Development Plans (MDPs) reflective of
developer ownership interests. Often a potential resolution of the proffer conflict may be
achieved with the advanced payment of a proffered cash contribution; Other proffer conflicts
may warrant additional discussions to identify appropriate resolutions.
D✓alle arc CnvtG OvL yes ti o
Page 2
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
Proffered Condition Sections and Topics of Potential Concern
"2. PHASING PLAN TO MINIMIZE SUDDEN IMPACTS ON COUNTY SERVICES
A. Additional Proffer Payment
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.... 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 the Frederick County Public
Schools."
ISSUE: As written, this results in cash payments on a potential annual basis.
Since the student count is linked to an annual calendar date, not a zoning or
subdivision approval, which developer (presuming there are multiple MDPs each
owned by different parties) will be responsible for the payment of these proffered
funds? Assignment of responsibility should be clarified.
11
5. MATCHING FUNDS FOR TRANSPORTATION ENHANCEMENTS AND/OR HERITAGE
TOURISM
In consideration of the approval of rezoning application #06-03 the Applicant shall
contribute $75,000 in matching funds to Frederick County to be utilized for
transportation enhancement and/or for the promotion of heritage tourism. The money
will be made available to Frederick County within 30 days of receipt of a written request
for said funds by the Frederick County Board of Supervisors or their authorized agent."
ISSUE: Who will make this proffered cash payment when there are various
developers with various MDPs? Assignment of responsibility should be clarified.
Page 3
An of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
116. MONETARY CONTRIBUTIONS TO CLEARBROOK VOLUNTEER FIRE AND RESCUE, INC.
To further mitigate the impact on fire and rescue services, the Applicant will pay to
Clearbrook 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 Section 4 of this proffer statement. The money will be payable as follows:
$50,000.00 to be paid not later than nine months after zoning approval (payment
received).
$50,000.00 to be paid within thirty (30) days of the issuance of the 500th 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 1,0001h 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 1,500th building
permit in Stephenson Village but not later than December 31, 2018."
ISSUE: Who will make this proffered cash payment when there are various
developers with various MDPs? Assignment of responsibility should be clarified.
117. MULTIMODAL TRANSPORTATION IMPROVEMENTS
D. The applicant will execute a signalization agreement with the Virginia of
Transportation for the intersection of US Route 11 and Old Charles Town Road.
Additionally, the 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 US
Route 11 at said intersection. These improvements will be installed in accordance with
the Virginia of transportation design guidance when warranted by VDOT."
ISSUE: These proffered improvements were designed to occur later in the
development process once the project is underway, VPD had increased, and VDOT
determined that warrants had been met to implement the improvement. Who will
implement these improvements when there are various developers with various
MDPs, all of which are contributing to the warrants for improvement? Assignment of
responsibility should be clarified.
Page 4
Anplysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
"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."
ISSUE: These proffered improvements were designed to occur later in the
development process once the project is underway, VPD had increased, and VDOT
determined that warrants had been met to implement the improvement.
Assignment of responsibility for implementation of proffer should be clarified.
"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. The 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: bD
(1) The design of the transportation improvement identified in Section 7(F)2-
7(F)5 of this proffer statement will begin with 8-o 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 document
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
Page 5
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
a three -lane section of Old Charles Town Road, from the Entrance to
Stephenson Village to US Route 11 using the existing bridge.
(4) 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 two lane half section of the Major Collector Road from the limits of the
four -lane section to US Route 11 at the Rutherford Farm Industrial Park
intersection to include right and left turn lanes on the east side of US Route
11 as determined by VDOT. ...
(5) Once the actual traffic count at the southwestern entrance to Stephenson
Village near the Rutherford 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 US Route 11.
ISSUE: Who will make these improvements when there are various developers with
their own individual MDPs? How is the proffer implemented if a portion of the road
has already been constructed (2-1ane) through a portion of development that has
been completed, and now additional development (possibly by a different developer)
is planned that would trigger improvements (to 4-1ane)? Each MDP will be
responsible for showing the proffered improvements, but implementation of the road
improvement will be triggered by the proffer. Is it appropriate for one developer to
be responsible for constructing the road across another developer's MDP?
Assignment of responsibility should be clarified.
"G. The Applicant will provide $50,000 that shall be utilized as matching funds by VDOT
and/or the County of Fredrick for future improvements to the Interstate 81/US 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 party.
ISSUE: Who will make this proffered cash payment when there are various
developers with various MDPs?Assignment of responsibility should be clarified.
Page 6
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
"13. COMMERCIAL CENTER
The Applicant has identified an area as shown on the General Development Plan (Exhibit
A) for a commercial center that will be developed at a time to be determined by the
Applicant. Within the commercial center development, the following shall be provided:
F. The Applicant has identified an area as shown on the General 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 1,200th non -age restricted residential building permit with the 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."
ISSUE: While this Commercial Center is located on land not yet included in an
approved MDP, the question remains: who is responsible for constructing the
commercial center when there are various developers with various MDPs? If the
residential developer(s) has no interest in a commercial center, how would the
proffer be satisfied? Assignment of responsibility should be clarified.
Page 7
ArIalysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
Community Design Modification Document Section and Topic of Potential
Concern
"MODIFICATION #9 §165-13313 Master development plan, contiguous land
§165-141A(8) Master development plan, contents
§165-141B(2);(4);(8) Master development plan, R4 contents
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.
ISSUE: Maintaining an accurate aggregate tabulation of all required development
percentages to ensure that the required R4 District and the proffered GDP are met
will be difficult when there are multiple MDPs. This Modification was designed to
enable the detailed MDP to be grown as the project progressed, as opposed to the
crafting of a single MDP at time of rezoning consideration, and utilize the aggregate
tabulation to track proffer and ordinance compliance. Tracking compliance will be
difficult if various MDPs are progressing concurrently.
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs: Utilize a single aggregate
tabulation sheet covering all development within the entire Snowden Bridge project
that reflects the accumulated planned development of all MDPs, and require that the
tabulation sheet be updated by the developer with every MDP submission,
confirming tabulation compliance prior to approving MDPs (and subsequent
revisions).
11
tt\
GREENWAY ENGINEERING
%47 151 Windy Hill Lane
Founded in 1971 Winchester, Virginia 22602
T R A N S M I T T A L
Project Name: Brookfield Stephenson Village LLC Master Development Plan
File No: 2760B
Date October 12, 2010
To: FC Planning From: Evan Wyatt
Attn: Eric Lawrence GREENWAY ENGINEERING
Phone: 540-662-4185
Copied Fax: 540-722-9528
Delivery: ❑ Fed Ex ❑ U.S. Mail ® Courier ❑ Pick Up
❑ Other
❑ Urgent ® For Your Review ❑ As You Requested ® Please Comment
Message:
Hi Eric,
Please review the attached information and contact me if you have any questions or if you need
anything else at this time.
Thank you, Evan
Hand Delivery and Pick Ups Only:
Received By:
Please Print Name:
Date:
Timer L[
CCU ' 2
s
GREENWAY ENGINEERING, ANC.
{ 151 Windy Hill Lane
Winchester, Virginia 22602
Founded in 1971
October 11, 2010
Frederick County Attorney & Planning Departments
Attn: Rod Williams, County Attorney
Eric Lawrence, Planning Director
107 North Kent Street
Winchester, VA 22601
RE: Stephenson Village (Snowden Bridge) Proffer Analysis Information
Dear Rod and Eric:
Brookfield Stephenson Village LLC desires to obtain Master Development Plan approval solely
for acreage under their ownership in the Snowden Bridge Residential Planned Community. As
you know, Frederick County has allowed for large-scale residential projects approved under a
single rezoning application to be approved as smaller Master Development Plans that account for
the acreage in individual property ownership. Examples of this include the Tasker Land Bays,
which was ultimately approved as Master Development Plans for Autumn Glen, Canter Estates,
The Camp and Old Dominion Greens, and Channing Drive, which was ultimately approved as
Lynnhaven, Sovereign Village and Twin Lakes.
It is my understanding that Frederick County is reviewing the approved Proffer Statement to
determine if there are any proffered commitments that could become problematic as Brookfield
Stephenson Village LLC continues to develop their property consistent with the previously
approved Master Development Plan. Brookfield Stephenson Village LLC has directed Greenway
Engineering to conduct a similar review of the approved Proffer Statement and provide a report to
Frederick County to ensure that the County and Brookfield are on the same page. Therefore,
please find attached a summary of our analysis of the Stephenson Village Residential Planned
Community Proffer Statement and the proffered Community Design Modification Document for
your information.
It is requested that Frederick County review this analysis and confirm the accuracy of this
information. Hopefully, this information is of assistance and can be utilized by the County
Attorney's Office and the Planning Department when the Board of Supervisors is advised that the
Snowden Bridge development is desired to be approved as smaller Master Development Plans
that account for the acreage in individual property ownership.
Sincerely,(/q''
r A .
Evan yatt, AIC
Greenway Engineering
Cc: Rick Dengler, Brookfield Stephenson Village LLC
Ty Lawson, PLC Lawson & Silek
Engineers Surveyors Planners Environmental Scientists
Telephone 540-662-4185 FAX 540-722-9528
wwwgreenwayeng.com
Stephenson Village Residential Planned Community Proffer Statement
& Community Design Modification Document Analysis
Community Design Modification Document
Modification #8 — Rezoning Procedure
This modification was approved by the Board of Supervisors to eliminate the requirement
for a Master Development Plan for the entire project during the rezoning process and
allow for a proffered Generalized Development Plan to demonstrate general land use
conformity for land bays within the rezoned area. The Generalized Development Plan
(GDP) was approved at the same time as the rezoning and any development within the
project will need to be in conformity with the GDP, which will be reviewed by the
County when submittals for development of certain portions of the property are requested
for development.
Modification #9 — Master Development Plan
This modification was approved by the Board of Supervisors to require a detailed Master
Development Plan to reflect the acreage within the community that is planned for
development by specific phase (and specific to the land mass being submitted at the time
for review/approval by the County) and provide for an aggregate table of information to
ensure development percentages identified on the proffered Generalized Development
Plan are in compliance throughout the development of the project.
Modification #6 — Phasing
This modification was approved by the Board of Supervisors to require a detailed Master
Development Plan for each development phase to ensure that a logical sequence of
development occurs for the provision of roads, infrastructure, open space and recreational
facilities.
2760B/EAW 1 10-12-10
Stephenson Village Residential Planned Community Proffer Statement
General Provisions — Page 1
The last paragraph identifies that a Generalized Development Plan (GDP) is provided in -
lieu of a Master Development Plan. The Master Development Plan is required for the
portion of the site to be developed.
Section 2A Phasing Plan Additional Proffer Payment — Page 2
This requires an assessment of the number of school children annually that could
potentially increase the monetary contribution to Frederick County. This is assessed at
the time of building permit issuance; therefore, this should not have a bearing on the
Master Development Plan.
Section 2A Phasing Plan Additional Proffer Payment — Page 3
The proffer requires the Applicant to reimburse Frederick County Public Schools for the
cost in creating the annual school children report. Brookfield Stephenson Village LLC
understands that they would be responsible for this cost should Frederick County Public
Schools determine that this report was necessary as a result of the development within
their acreage.
Section 3A(2) Use, Density and Mix of Housing Type — Page 4
Brookfield Stephenson Village LLC owns approximately 212 acres of land that is under
consideration for Master Development Plan approval. This falls within the tolerance
level of 475 acres of mixed residential land use permitted in Land Bay 3 of which the 212
acres is a part.
Section 3A(2)(1) Land Bay Breakdown — Page 5
The Master Development Plan for Brookfield Stephenson Village LLC proposes 525
single family detached units, 110 townhouse units and 30 multifamily units; therefore,
this falls within the tolerance level of residential units identified in this section.
Section 7A(1) Major Collector Road — Page 8
Brookfield Stephenson Village LLC has provided right-of-way dedication and bonded the
four -lane improvements for the portion of Snowden Bridge Boulevard depicted on the
2760B/EAW 2 10-12-10
Master Development Plan. This allows for access to their entire property and would
allow for land bays to the south to develop as well; therefore, this should not be an issue
to the County.
Section 7A(2) Interparcel Connections — Page 9
This requires the provision of interparcel connections between land bays when they are
developed. This provision is consistent with requirements of the Frederick County
Subdivision Ordinance. The Master Development Plan submitted by Brookfield
Stephenson Village LLC provides for access to adjacent land bay parcels to the north and
the east of their property within the Snowden Bridge development. To the extent that
there is any additional concern, Brookfield Stephenson Village LLC can provide and
record ingress/egress easements to guarantee access to adjoining land bays.
Section 7C; 7D; 7E and 7F Transportation Enhancements — Page 10
These proffers require various improvements to Martinsburg Pike, Old Charles Town
Road and Snowden Bridge Boulevard. The full build -out of the 212 acres owned by
Brookfield Stephenson Village LLC will result in a projected average daily traffic
volume of 5,929 trips, which is below the threshold for triggering these proffers.
Nonetheless, Brookfield Stephenson Village LLC has preformed many of these proffered
commitments to date including right and left turn lanes at the project entrance, right and
left turn lanes on Old Charles Town Road the two-lane section of Snowden Bridge
Boulevard.
Section 9A Recreational Amenities — Page 13
Brookfield Stephenson Village LLC has identified a recreational center on the Master
Development Plan that complies with the proffered condition and has bonded this
facility; therefore, this should not be an issue with the County.
Section 9C Pedestrian Trails — Page 14
Brookfield Stephenson Village LLC can agree to easements that allow for trail
continuance to adjoining land bays to ensure that this is not a problem in the future.
Section 12 Byers House — Page 16
To my knowledge, Brookfield Stephenson Village LLC has complied with this proffered
condition through photo documentation of this structure before it was razed.
2760BlEAW 3 10-12-10
Section 16A(3)(a) Buffers and Conservation Easements — Page 20
This proffered condition has been addressed on the Brookfield Stephenson Village LLC
Master Development Plan.
Section 18 Water and Sewer Improvements — Page 23
The regional pump station has been developed and is operational and appropriately sized
water and sewer lines have been developed as required by FCSA.
2760BfEAW 4 10-12-10
Eric Lawrence
From: Eric Lawrence
Sent: Tuesday, October 26, 2010 4:49 PM
To: 'Evan Wyatt'
Cc: Rod Williams
Subject: Snowden Bridge proffer review
Attachments: Analysis of Stephenson Village proffers.docx
Evan -
Attached are the proffered conditions from the Stephenson Village (aka Snowden Bridge) rezoning that warrant
responsible party clarification prior to enabling the overall MDP to be divided among different development ownership
interests. I suspect that there may already be contractual agreements between Brookfield and Stephenson Associates
pertaining to some of the proffered commitments but the County is not party to those agreements so clarification on
responsibilities may be appropriate.
I've copied Rod but would note that he has not reviewed nor commented on this analysis.
Let me know if you have questions or suggestions as to how your clients may wish to proceed.
Thanks
-Eric
Eric R. Lawrence, AICP
Director, Department of Planning and Development
Frederick County
107 N. Kent Street
Winchester, VA 22601
540-665-5651
540-665-6395 (fax)
elawrenca-co.frederick.va. us
www. FrederickCountyVa.gov/Planning
www.FrederickCountyVa.gov
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
To Understand Potential Impact of Enabling Multiple MDPs
to Reflect Various Ownership Interests
Rezoning #06-03
October 26, 2010
This analysis has been conducted by the Planning Department staff in an effort to better
understand the potential areas of conflict within the approved proffer statement and the
design modification document that might exist if the Snowden Bridge project were divided into
various Master Development Plans (MDPs) reflective of developer ownership interests. Of
most concern are the proffered conditions whose implementation is tied to a: stated date,
request of County Officials, or Vehicles Trips Per Day (VPD) threshold. These implementation
triggers are global to the larger Snowden Bridge development and may not solely be the
responsibility of the developer of an individual MDP.
Generally, if a proffered condition is not being satisfied, the County could withhold further
subdivision and zoning approvals until compliance is achieved. In the event that a proffered
condition is not implemented and is not clearly linked to a particular MDP, it would be
advantageous to have a clear line of responsibility so that the unaffected party is not held
responsible for proffer compliance. These potential conflict areas are the impetus of this
analysis.
Below are the proffered conditions and design modifications document sections that warrant
clarification and assignment of responsibility prior to enabling the overall Snowden Bridge
development to be divided into various Master Development Plans (MDPs) reflective of
developer ownership interests. Often a potential resolution of the proffer conflict may be
achieved with the advanced payment of a proffered cash contribution; Other proffer conflicts
may warrant additional discussions to identify appropriate resolutions.
Page 2
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
Proffered Condition Sections and Topics of Potential Concern
112. PHASING PLAN TO MINIMIZE SUDDEN IMPACTS ON COUNTY SERVICES
A. Additional Proffer Payment
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.... 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 the Frederick County Public
Schools."
ISSUE: As written, this results in cash payments on a potential annual basis.
Since the student count is linked to an annual calendar date, not a zoning or
subdivision approval, which developer (presuming there are multiple MDPs each
owned by different parties) will be responsible for the payment of these proffered
funds? Assignment of responsibility should be clarified.
"5. MATCHING FUNDS FOR TRANSPORTATION ENHANCEMENTS AND/OR HERITAGE
TOURISM
In consideration of the approval of rezoning application #06-03 the Applicant shall
contribute $75,000 in matching funds to Frederick County to be utilized for
transportation enhancement and/or for the promotion of heritage tourism. The money
will be made available to Frederick County within 30 days of receipt of a written request
for said funds by the Frederick County Board of Supervisors or their authorized agent."
ISSUE: Who will make this proffered cash payment when there are various
developers with various MDPs? Assignment of responsibility should be clarified.
Page 3
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
116. MONETARY CONTRIBUTIONS TO CLEARBROOK VOLUNTEER FIRE AND RESCUE, INC.
To further mitigate the impact on fire and rescue services, the Applicant will pay to
Clearbrook 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 Section 4 of this proffer statement. The money will be payable as follows:
$50,000.00 to be paid not later than nine months after zoning approval (payment
received).
$50,000.00 to be paid within thirty (30) days of the issuance of the 500th 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 1,000th 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 1,500th building
permit in Stephenson Village but not later than December 31, 2018."
ISSUE. Who will make this proffered cash payment when there are various
developers with various MDPs? Assignment of responsibility should be clarified.
117. MULTIMODAL TRANSPORTATION IMPROVEMENTS
D. The applicant will execute a signalization agreement with the Virginia of
Transportation for the intersection of US Route 11 and Old Charles Town Road.
Additionally, the 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 US
Route 11 at said intersection. These improvements will be installed in accordance with
the Virginia of transportation design guidance when warranted by VDOT."
ISSUE: These proffered improvements were designed to occur later in the
development process once the project is underway, VPD had increased, and VDOT
determined that warrants had been met to implement the improvement. Who will
implement these improvements when there are various developers with various
MDPs, all of which are contributing to the warrants for improvement? Assignment of
responsibility should be clarified.
Page 4
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
"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."
ISSUE: These proffered improvements were designed to occur later in the
development process once the project is underway, VPD had increased, and VDOT
determined that warrants had been met to implement the improvement.
Assignment of responsibility for implementation of proffer should be clarified.
"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. The 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 Section 7(F)2-
7(F)5 of this proffer statement will begin with 8-% 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 document
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
Page 5
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
a three -lane section of Old Charles Town Road, from the Entrance to
Stephenson Village to US Route 11 using the existing bridge.
(4) 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 two lane half section of the Major Collector Road from the limits of the
four -lane section to US Route 11 at the Rutherford Farm Industrial Park
intersection to include right and left turn lanes on the east side of US Route
11 as determined by VDOT.
(5) Once the actual traffic count at the southwestern entrance to Stephenson
Village near the Rutherford 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 US Route 11.
ISSUE: Who will make these improvements when there are various developers with
their own individual MDPs? How is the proffer implemented if a portion of the road
has already been constructed (2-lane) through a portion of development that has
been completed, and now additional development (possibly by a different developer)
is planned that would trigger improvements (to 4-lane)? Each MDP will be
responsible for showing the proffered improvements, but implementation of the road
improvement will be triggered by the proffer. Is it appropriate for one developer to
be responsible for constructing the road across another developer's MDP?
Assignment of responsibility should be clarified.
"G. The Applicant will provide $50,000 that shall be utilized as matching funds by VDOT
and/or the County of Fredrick for future improvements to the Interstate 81/US 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 party.
ISSUE. Who will make this proffered cash payment when there are various
developers with various MDPs?Assignment of responsibility should be clarified.
Page 6
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
"13. COMMERCIAL CENTER
The Applicant has identified an area as shown on the General Development Plan (Exhibit
A) for a commercial center that will be developed at a time to be determined by the
Applicant. Within the commercial center development, the following shall be provided:
F. The Applicant has identified an area as shown on the General 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 1,200th non -age restricted residential building permit with the 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."
ISSUE: While this Commercial Center is located on land not yet included in an
approved MDP, the question remains: who is responsible for constructing the
commercial center when there are various developers with various MDPs? If the
residential developer(s) has no interest in a commercial center, how would the
proffer be satisfied? Assignment of responsibility should be clarified.
Page 7
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
October 26, 2010
Community Design Modification Document Section and Topic of Potential
Concern
"MODIFICATION #9 §165-13313 Master development plan, contiguous land
§165-141A(8) Master development plan, contents
§165-141B(2);(4);(8) Master development plan, R4 contents
Alternative Desien 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.
ISSUE: Maintaining an accurate aggregate tabulation of all required development
percentages to ensure that the required R4 District and the proffered GDP are met
will be difficult when there are multiple MDPs. This Modification was designed to
enable the detailed MDP to be grown as the project progressed, as opposed to the
crafting of a single MDP at time of rezoning consideration, and utilize the aggregate
tabulation to track proffer and ordinance compliance. Tracking compliance will be
difficult if various MDPs are progressing concurrently.
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs: Utilize a single aggregate
tabulation sheet covering all development within the entire Snowden Bridge project
that reflects the accumulated planned development of all MDPs, and require that the
tabulation sheet be updated by the developer with every MDP submission,
confirming tabulation compliance prior to approving MDPs (and subsequent
revisions).
Page 10 September 3, 2003
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
fights -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.
�c
D. The Applicant will execute a signalization agreement witl the Virginia Department of\�S�-a��71
Transportation for the intersection of U.S. Route I I and Old Charles Town Road. Additionally, thel-3o
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 the9
signalization at the intersection of Old Charles Town Road and the Major Collector Road based ono to
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: i..1 �f �'S f� �s�� �a �•
(1) The design of the transportation improvements identified in Sections 7(F)2-
7(F)5 of this proffer statement will begin when 90% of the actual traffic count volume is
Page 11
September 3, 2003
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 I I 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 I 1 at the Rutherford Farm Industrial Park intersection to include right and
left turn lanes on the east side of U.S. Route I I as determined by VDOT. The
Applicant agrees to enter into a signalization agreement with VDOT at the U.S.
Route I I/Rutherford Farm Industrial Park intersection if traffic signalization is not
otherwise provided at that time. Traffic counters will be installed at the southwestem
entrance to Stephenson Village on the property as part of this improvement.
(5) Once the actual traffic count at the southwestem 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 t50�000 that shall be utilized as matching funds by N DOT
and/or the County of Frederick for future improvements to the` Interstate 8IIU.S. Route ] 1
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 party.
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
Page 12 September 3, 2003
open space requirement for the development. Said site will occur within the
general location identified as Land Bay I on the Generalized Develop_ meet
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 H 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
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 its 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 parry 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.
Page 13 Septernber 3, 2003
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 speck 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.
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 n
absolute right to determine within said land bay, where the facility shall be located. The Applicant ae
shall designate the location of the above facility on the Master Development Plan. The recreational 1� Yip
center shall include a bathhouse and a 6-lane, 25-meter competition swimming pool. The facility `0u
will be fully bonded prior to the issuance of the first building permit. Work on this facility shall Eby
commence prior to the issuance of the 250te non -age restricted building permit and be completed _b"
prior to issuance of the 900n' 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 15&
building permit and be completed prior to issuance of the 350ffi building permit in the Active Adult
Community.
Page 14 September 3, 2003
C. Pedestri an Trail Sidewalk Svstem
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 Applicant provided
they are not part of the sidewalk system within the public right-of-way.
D_ Linear Park Trail
A twenty -foot (20') wide trail easement shall be dedicated to Frederick County Parks and Recreation.
The location is to be deterrnined by the Applicant and a trail system plan shall be submitted by the
Applicant for evaluation 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 3,900 +1- 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 wide asphalt or concrete trail 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 cons tnictability
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 (£0 io) 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:
Page 15
September 3, 2003
(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 shalt 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:
(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.
Page I6 September 3, 2003
(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.
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 maybe 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
Page 17
September 3, 2003
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.
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 1,200`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.
Page 19
14. RENT FREE COUNTY OFFICE SPACE:
September 2003
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. CON MUNITY 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
• 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 I 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 l through 4.
(2) Access to garages by the use of alleys shall be allowed on Housing Unit
Types I (Carriage House), 3 (Cottage House), 5 (Modified Single -Family
Small Lot, and 6 (Modified Townhouse).
Page. 19
September 3, 2003
(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 I3-D sprinkler system in
the home and the garages.
D. Li-hting
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.
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
Page 20
September 3, 2003
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 floodplains, 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:
(1) 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.
(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 may 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 an 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.
Page 21
September 3, 2003
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 (IOD') 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 withinn 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) WildIife 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.
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 further 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.
Page 22 September 3, 2003
(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
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.
Page 23 September 3, 2003
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 1 I 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 I 1 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 Iocation 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.
20. CREATION OF HOMEOWNERS ASSOCIATION(S):
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 saisfied
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.
Page 24
B. Additional Responsibility
September 3, 2003
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 maybe
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
"Housing Unit Type 2" (Non -Alley Carriage House):
Non -Alley Carnage House Illustrative
Non -Alley Carriage House Typical
Non -Ailey Carriage House Landscape Typical
"Housing Unit Type 3" (Cottage House):
Cottage House Illustrative
Cottage House Typical
Cottage House Landscape Typical
Page 25
September 3, 2003
"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
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 Iinear feet along the roadway frontage and shall be planted in
clusters rather than a linear pattern.
Page 26 September 3, 2003
(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 40linear 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. COIYLMUNITY 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 shall 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
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 2.0' in height measured from the base and shall be spaced a minimum of 100
feet apart.
Page 27
SIGNATURE PAGE
September 3, 2003
The conditions set forth herein are the proffers for Stephenson Village and supercede all
previous proffer statements submitted for this Development.
Respectfully submitted,
Stephens4Assiat , L.C.
By: onald Shockey, Jr.
FILE COPY
Subscribed and swom before me this 8th day of Sept__, 2003.
Susan D. Stahl
(Typed Name of Notary)
My Commission Expires: 4-30-2004
Notary Pub is
Page 28 September 3, 2003
SIGNATURE PAGE
ACCEPTED BY THE COUNTY OF
FREDERICK
Name:
Title:
Subscribed and sworn before me this day of 2003.
(Typed Name of Notary)
My Commission Expires:
Notary Public
REVIEWED AND ACCEPTED BY THE
FREDERICK COUNTY ATTORNEY
M
Name:
Title:
Subscribed and sworn before me this day of , 2003.
(Typed Name of Notary)
My Commission Expires:
Notary Public
AMENDMENT 8 FILE copy
Action:
PLANNING COMMISSION: August 20, 2003 - Recommended Approval
BOARD OF SUPERVISORS: September 24, 2003 - 0 APPROVED ❑ DENIED
AN ORDINANCE AMENDING
THE ZONING DISTRICT MAP
REZONING #06-03 FOR STEPHENSON VILLAGE
WHEREAS, Rezoning #06-03 of Stephenson Village, was submitted by Greenway Engineering, to
rezone 794.6 acres from RA (Rural Areas) District to R4 (Residential Planned Community) District.
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-31A, 44-A-292, and 44-A-293 in the Stonewall
Magisterial District.
WHEREAS, the Planning Commission held a public hearing on this rezoning on August 20, 2003;
and
WHEREAS, the Board of Supervisors held a public hearing on this rezoning on September 24,
2003; and
WHEREAS, the Frederick County Board of Supervisors finds the approval of this rezoning, to
include nine ordinance modification requests, to be in the best interest of the public health, safety,
welfare, and in conformance with the Comprehensive Policy Plan;
NOW, THEREFORE, BE IT ORDAINED by the Frederick County Board of Supervisors that
Chapter 165 of the Frederick County Code, Zoning, is amended to revise the Zoning District Map
to change 794.6 acres from RA (Rural Areas) District to R4 (Residential Planned Community) District
with revised proffers, as described by the application and plat submitted, subject to the attached
conditions voluntarily proffered in writing by the applicant and the property owner.
PDRes 4 9-03
This ordinance shall be in effect on the date of adoption.
Passed this 24`' day of September 2003 by the following recorded vote:
Richard C. Shickle, Chairman
Gina A. Forrester
W. Harrington Smith, Jr.
Lynda J. Tyler
Ave Sidney A. Reyes Nam
Nay Margaret B. Douglas Aye
Absent Robert M. Sager Aye
�-
A COPY ATTEST
John R. Vey, Jr.
Frederick County Administrator
PDRCS, 919_03
0 Rr —mg Resolupors.Stephason VjP.9. wpd
FILE COPY Executive Summary (oP
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 135.6 acres in the core battlefield area
(which is not included in the rezoning request), 794.6±-acre parcel will have
approximately 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 she
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.
September 3, 2003 1 Stephenson Associates 030703
The proffers establish an overall density cap of 2,465 units exclusive of the
affordable housing for the elderly, an average of 3.1 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 every two years
'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. Z
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 1 l 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 I I 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 turn lanes) the northern entrance, and signalizing (with turn lanes) of the
September 3, 2001 ii Stephenson Associates 030703
TABLE OF CONTENTS
Page
EXECUTIVE SUMMARY i
1. COMMUNITY DESIGN MODIFICATION DOCUMENT 2
2.
PHASING PLAN TO MINIMIZE SUDDEN BIPACTS ON
COUNTY SERVICES
2
3.
USES, DENSITY AND A'IIX OF HOUSING TYPES
3
4.
APPLICANT TO PAY 100% OF CAPITAL FACILITY IWACTS
5
5.
MATCHING FUNDS FOR TRANSPORTATION ENHANCEMENTS AND/OR
HERITAGE TOURISM
7
6.
MONETARY CONTRIBUTION TO CLEAR BROOK VOLUNTEER FIRE
AND RESCUE, INC.
7
7.
MULTI -MODAL TRANSPORTATION IMPROVEMENTS
8
8.
SCHOOL AND BALLFIELD SITES, COMMCNITY 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
16
12.
PRESERVATION OF HISTORICAL AND CULTURAL RESOURCES
16
13.
COMMERCIAL CENTER
16
14.
RENT FREE COUNTY OFFICE SPACE
18
15.
COMMUNITY DESIGN FOR A STRONG SENSE OF PLACE
18
16.
ENVIRONMENTAL FEATURES AND HABITAT PRESERVATION
19
17.
COMMUNITY CURBSIDE TRASH COLLECTION
22
18.
WATER AND SEWER IMPROVEMENTS IN THE STEPHENSON AREA
23
19.
COMPREHENSIVE PLAN CONFORMITY
23
20.
CREATION OF HOMEOWNERS ASSOCIATION(S)
23
21.
PROFFERED HOUSING TYPES
24
22.
STREETSCAPE DESIGN AND LANDSCAPING
25
23.
COMMUNITY SIGNAGE PROGRAM
26
September 3, 2003
FILE COPY
PROFFER STATEMENT
STEPHENSON VILLAGE
RESIDENTIAL PLANNED COMMUNITY
Rezoning # 06-03
Property Owner/Applicant: Stephenson Associates, L.C.
Property: 794.6± Acres, Tax Map Nos. 44-((.4,))-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
Re -Wised: March 7, 2003
Revised: April 24, 2003
Revised: August 18, 2003
Revised: September 3, 2003
FILE COPY
Septcmber 3, 2003
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 135.6 acres in the core battlefield area
(which is not included in the rezoning request), 794.6±-acre parcel will have
approximately 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.
Scptembcr 3, 2003 1 Stephenson Associate 030703
The proffers establish an overall density cap of 2,465 units exclusive of the
affordable housing for the elderly, an average of 3.28 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 %t, 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 every two years
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-Iane 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 OId Charles Town Road to three lanes between the entrance and Route 11,
signalizing (with turn lanes) the northern entrance, and signalizing (with turn lanes) of the
September 3, 1-003 11 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 20-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) wilt 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.
En8dronmental 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 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
September 3. 2003 I U 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 transportation enhancements and/or 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.
Septemher +. ?003 1 V Stephenson Associates 030703
Page l
PROFFER STATEMENT
STEPHENSON VILLAGE
RESIDENTIAL PLANNED COMMUNITY
Rezoning # 06-03
September 3, 2003
Property Owner/Applicant: Stephenson Associates, L.C.
Property: 794.6± 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
Revised: August 18, 2003
Revised: September 3, 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 ase 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 adj acent 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 September 3, 2003 attached as Exhibit A.
The exact boundary and acreage of each land bay maybe 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 794.6±-acre site (Property).
Page 2
COMMUNITY DESIGN MODIFICATION DOCUMENT:
September 3, 2003
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,
incorporate 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 Districf.
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 R4 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 MINBUZE 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 pool population do not burden the
county with extra costs, Frederick County may assess the lican to effectively double school -
:Pp ay
related proffers for each student that exceeds a cumulative year y tot increase of 60 students per year.
Page 3 September 3. 2003
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
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. .`ti\c MCP
,I \S Ni\�
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 two 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 2,465 units,
exclusive of the affordable housing for the elderly. 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 1,665. 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:
(2,465 - 800 to 1,300 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
ID
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.
Page 4 September 3, 2003
(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:
LAND BAY BREAKDOWN
LAND
LAND USE
ACREAGE
% OF TOTAL
BAY
HOUSMG UNIT
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 RESIDENTIAL
475 Ac.
CONVENIENCE COMMERCIA IDAYCARE
7 Ac.*
NA
NA
SFD
30
53
(Housing Unit Type 1,2,4,5, RP District SFD & Active
Adult)
TOWNHOUSE
10
30
Unit Type 6 & RP District Townhouse)
-(Housing
MULTIFAMILY
7
30
(Condominiums, Elderly Housing, Housing Unit Type
3 & RP District Duplex, Multiplex, Atrium & Active
Adult)
Adult)
TV
ADULT
126 Ac.
30
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.
Page 5
September 3, 2003
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 2,465-unit cap, exclusive of the
affordable housing for the elderly (Section 1 1) 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 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 2,465, exclusive of the affordable
housing for the elderly (Section 11) 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 113.5 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 total unit cap of 2,465,
exclusive of the affordable housing for the elderly (Section 11).
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 2,465, exclusive of the affordable housing for the elderly
(Section 11) 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-1 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 DOPACTS:
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.
Page 6 September 3, 2003
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 impacts 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 two 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
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 Iand 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 ($989 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
$900.00 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.
Page 7
September 3, 2003
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 193.00
2005 Index (two years) estimated 225.00
2005 Index
2003 Index X Proffer Amount = Revised Proffer Amount
225
183 X $5,327 = $6,550 `Lec _ `2-1 s - `l
MATCHING FUNDS FOR TRANSPORTATION ENHANCEMENTS AND/OR HERITAGE
TOURISM:
In consideration of the approval of rezoning application # 06-03 the Applicant shall contribute
$75,000 in matching funds to Frederick County to;be utilized for transportation enhancements and/or
for the promotion of heritage tourism. The money will be made available to Frederick County within
30 days of receipt of a written request for said funds by the Frederick County Board of Supervisors or
their authorized agent.
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 v ,`��`
statement. This amount will be payable as follows: �r` 14
�v
$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`b 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`n 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_.
Page 8
September 3.2003
MULTI -MODAL TRANSPORTATION IMPROVEMENTS:
A. The following are improvements the Applicant will make to roads within the Property:
(I) Major Collector Road
(a) Pursuant to Section 7F (2), iF (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.
(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 failing 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 and are
properly marked and signed.
(e) The Applicant shall prohibit individual residential and commercial entrances
from intersecting Milbum Road (Route 662) and further proffers that the Major
Collector Road will be the only road crossing of Milburn Road.
Page 9 September 3, 2003
(2) Inter -parcel 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
allevs 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-
(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.
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
To Understand Potential Impact of Enabling Multiple MDPs
to Reflect Various Ownership Interests
Rezoning #06-03
October 25, 2010
This analysis has been conducted by the Planning Department staff in an effort to better
..y
understand the potential areas of conflict within the appr ,ved,proffer statement and the
s^1,
design modification document that might exist if the SnowdYen Bridge project were divided into
various Master Development Plans (MDPs) reflective of developer ownership interests. Of
most concern are the proffered conditions whose implementation is tied to a: stated date,
request of County Officials, or Vehicles Trips Per Day (VPD) threshold. These implementation
triggers are global to the larger Snowden Bridge development and not solely�the responsibility
of an individual MDP.
_ .... Go...........
d, the`unty withholds further
s.achi,eved In the event that a proffered
i particglar. MDP; while legally permissible as
Y '
may not be appropriate for the County to
. These potential conflict areas are the
Below are:the proffered conditions and design modifications document sections that warrant
clarification and assignment of responsibility prior to enabling the overall Snowden Bridge
development to:b.e divided into various Master Development Plans (MDPs) reflective of
developer ownership interests
Proffered Condition Sections and Topics of Potential Concern
"2. PHASING PLAN TO MINIMIZE SUDDEN IMPACTS ON COUNTY SERVICES
A. Additional Proffer Payment
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
0
a cumulative yearly total increase of 60 students per year.... 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 the Frederick County Public
Schools."
ISSUE: As written, this results in cash payments on a potential annual basis. Who
is responsible for this payment when there are various developers with various
MDPs? Since the student count is linked to an annual calendar date, not a zoning
or subdivision approval, how is it enforced if there -are multiple developers and
N
MDPs?;:..
COUNTY ENFORCEMENT: Deny all zor
the entire Snowden Bridge developm,9
resolved.
POTENTIAL RESOLUTION TO ENABLE
"5. MATCHING FUNDS FOR TRANSPORTATION
TOURISM
In consideration
contribute $75j(
e approval
i n g furid s:to I
F
Land/orfort
derick Count
ck County Bo
this
ted,development approvals within
compliance (payment of proffer) is
application #06.703 the Applicant shall
ierick County tobe utilized for
4i
promotion of heritage tourism. The money
ithin 30 days of receipt of a written request
,of Supervisors or their authorized agent."
when there are various developers with
NT: Deny all zoning and subdivision related approvals within
idge development until compliance (payment of proffer) is
`ION TO ENABLE SEPARATE MDPs: Payment of the proffered
g of the approved MDP.
116. MONETARY CONTRIBUTIONS TO CLEARBROOK VOLUNTEER FIRE AND RESCUE, INC.
To further mitigate the impact on fire and rescue services, the Applicant will pay to
Clearbrook 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 Section 4 of this proffer statement. The money will be payable as follows:
117
$50,000.00 to be paid not later than nine months after zoning approval (payment
received).
$50,000.00 to be paid within thirty (30) days of the issuance of the 500th 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 1,000th 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 1,500th building
permit in Stephenson Village but not later than December 31, 2018."
POTENTIAL RESOLUTION TO ENABLE`SEPARATE MDPs: Advanced payment of the
proffered funds prior to the severing of the; approved MDP.
the Virginia oftransportation,design guidance when warranted by VDOT."
ISSUE;_ These ro ered e` p ff improvements p ements were designed to occur later in the
development process once the project is underway, VPD had increased, and VDOT
determinedthat warrants had been met to implement the improvement. Who is
responsible for these improvements when there are various developers with various
MDPs, all of which are contributing to the warrants for improvement?
COUNTY ENFORCEMENT. Deny all zoning and subdivision related permissions within
the entire Snowden Bridge development until compliance (installation of
transportation improvements) is resolved.
"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."
ISSUE. These proffered improvements were designed to occur later in the
development process once the project is underway, VPD had increased, and VDOT
determined that warrants had been met to implement the improvement. Who is
responsible for these improvements when there are various developers with various
MDPs, all of which are contributing to the warrants for improvement?
COUNTY ENFORCEMENT: Deny all zoning and subdivision related permissions within
the entire Snowden Bridge development until compliance (installation of
transportation improvements) is resolved.
"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
nhases_ The first nhase will be` -`a --"'two lan'e,:.half section that is constructed from Old
opment as depicted on the approved
Nfajor Collector Road will be constructed
.the approved Subdivision Design Plan for
e Major Collector Road will provide for the
right and left turn lanes based on the
(1) The "design of the transportation improvements identified in Section 7(F)2-
7(F)5 of this,proffer statement will begin with 8-% of the actual traffic count
volume is realized as identified in each Section. The completion of the
imrovements"specified in each Section will occur within 18 months of initial
(2) Once.actual traffic counts of 7,996 vehicle trips per day have been document
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 US Route 11 using the existing bridge.
(4) 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 two lane half section of the Major Collector Road from the limits of the
four -lane section to US Route 11 at the Rutherford Farm Industrial Park
intersection to include right and left turn lanes on the east side of US Route
11 as determined by VDOT. ...
(5) Once the actual traffic count at the southwestern entrance to Stephenson
Village near the Rutherford Farm Industrial Park intersection reaches 7,996
vehicle trips per day on the Major Collect0l" 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 US Route 11.
ISSUE: Who is responsible for these in,
with their own individual MDPs? How
has already been constructed (2-lane)
been completed, and now Additional c
is planned that would trigger;improve
responsible for showing the proffered
improvement will be triggered by the
for constructing the road across anot
COUNTY ENFORCEMENT. Deny all zo
Snowden Bridaedevelopment until cc
cements when there are various developers
�e proffer enforced if a portion of the road
Hugh a portion of development that has
lopment (possibly by a different developer)
is (to 4-lane)? Each MDP will be
rovements, but implementation of the road
Fe, flow can one developer be responsible
'eveloper's MDP?
related permissions within the entire
'ance is resolved.
"G. The Applicant will provide $50,000 that shall be utilized as matching funds by VDOT
and/or the County of Fredrick for future improvements to the Interstate 81/US 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 party.
ISSUE: Who is responsible for this payment when there are various developers with
various MDPs?
COUNTY ENFORCEMENT. Deny all zoning and subdivision related approvals within
the entire Snowden Bridge development until compliance (payment of proffer) is
resolved.
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs: Payment of the proffered
funds prior to severing of the approved MDP.
"13. COMMERCIAL CENTER
The Applicant has identified an area as shown on the General Development Plan (Exhibit
A) for a commercial center that will be developed at a time to be determined by the
Applicant. Within the commercial center development, the following shall be provided:
F. The Applicant has identified an area as shown_on the General 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 1,200th non -age restricted residentialbuilding permit with.the completion of this
commercial space within 18 months. TheApplicant will be allowed to extend the
commencement of commercial constructionfor 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."
ISSUE. Whilelthis Centeris located on'land not vet included in an approved MDP, the
question remains: who -"is responsiblefor constructing the commercial center when
there are var ousWevelopers with various MDPs? If the residential developer(s) has
no infere9t4n a commercial center,"how is fhe proffer enforced.
COUNTY ENFORCEMENT,;Deny all zoning related permissions within the entire
Snowden Bridge development until compliance is resolved.
l
Community Design Modification Document Section and Topic of Potential
Concern
"MODIFICATION #9 §165-13313 Master development plan, contiguous land
§165-141A(8) Master development plan, contents
§165-141B(2);(4);(8) Master development plan, R4 contents
Alternative Design Standard
-'Y
The provision of a detailed Master Development Plan forC 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 requirement's of the R4 District and the proffered
Generalized Development Plan are met throughout the development of the Stephenson
Village community.
ISSUE. Maintaining an
percentages.
will be challe
enable the de
crafting of a
tabulation to
UNTY
Bridge
standc
sure that the re
vhen there are t
MDP to be groi
MDP at time of
lul
e tabulation of all required development
R4 District and the proffered GDP are met
o MDPs.` This Modification was designed to
he project progressed, as opposed to the
ig consideration, and utilize the aggregate
compliance. Tracking compliance will be
oncurrently.
y all zoning related permissions within the entire
if the aggregate tabulations violate the ordinance and
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs: Utilize a single aggregate
tabulation sheet covering all development within the entire Snowden Bridge project
that reflects the accumulated planned development of all MDPs, and require that the
tabulation sheet be updated with every MDP submission, confirming tabulation
compliance prior to approving MDPs (and subsequent revisions).
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
To Understand Potential Impact of Enabling Multiple MDPs
to Reflect Various Ownership Interests
Rezoning #06-03
October 25, 2010
This analysis has been conducted by the Planning Department staff in an effort to better
understand the potential areas of conflict within the approved proffer statement and the
design modification document that might exist if the Sno' den Bridge project were divided into
various Master Development Plans (MDPs) reflective of developer ownership interests. Of
most concern are the proffered conditions whose implementation is,tied to a: stated date,
request of County Officials, or Vehicles Trips Per Day (VPD) threshold. These implementation
triggers are global to the larger Snowden Bridge development and not solely the responsibility
of an individual MDP.
Generally, if a proffered condition is not being satisfied, the County withholds further
subdivision and zoning approvals until compliance is achieved. In the event that a proffered
condition is not implemented or clearly related to a particular.MDP, while legally permissible as
the proffers do apply to the entire developmenf, it,may not be -appropriate for the County to
withhold future approvals for that -unaffected MIIJP. These potential conflict areas are the
impetus of,this analysis.
Beloware;the proffered conditionsand design modifications document sections that warrant
clarification and assignment.:of responsibility prior to enabling the overall Snowden Bridge
development to be divided into various Master Development Plans (MDPs) reflective of
developer ownership, interests
Proffered Condition Sections and Topics of Potential Concern
112. PHASING PLAN TO MINIMIZE SUDDEN IMPACTS ON COUNTY SERVICES
A. Additional Proffer Payment
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.... 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 the Frederick County Public
Schools."
ISSUE: As written, this results in cash payments on a potential annual basis. Who
is responsible for this payment when there are various developers with various
MDPs? Since the student count is linked to an annual calendar date, not a zoning
or subdivision approval, how is it enforced if there are multiple developers and
MDPs?
COUNTY ENFORCEMENT. Deny all zoning related development approvals within
the entire Snowden Bridge development until compliance (payment of proffer) is
resolved. y;
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs:
"5. MATCHING FUNDS FOR TRANSPORTATION ENHANCEMENTS AND/OR HERITAGE
TOURISM
In consideration of the approval of rezoning,application #06-03 the Applicant shall
contribute $75,000 in matching funds:to Frederick�County to be utilized for
transportation enhancement and/or for the'.promotion of heritage tourism. The money
will be made available to Frederick County within 30 days of receipt of a written request
for said funds by the Frederick County Board of Supervisors or their authorized agent."
`ISSUE. Who is responsible for this payment when there are various developers with
various MDPs?`
COUNTY ENFORCEMENT. Deny all zoning and subdivision related approvals within
the entire, Snowden Bridge development until compliance (payment of proffer) is
m�z .
resolved.
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs: Payment of the proffered
funds prior to severing of the approved MDP.
116. MONETARY CONTRIBUTIONS TO CLEARBROOK VOLUNTEER FIRE AND RESCUE. INC.
To further mitigate the impact on fire and rescue services, the Applicant will pay to
Clearbrook 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 Section 4 of this proffer statement. The money will be payable as follows:
$50,000.00 to be paid not later than nine months after zoning approval (payment
received).
$50,000.00 to be paid within thirty (30) days of the issuance of the 500th 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 1,000th 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 1,500th building
permit in Stephenson Village but not later than December 31, 2018."
ISSUE. Who is responsible for this payment when there are various developers with
various MDPs?
COUNTY ENFORCEMENT: Deny all zoning and subdivision related approvals within
the entire Snowden Bridge develop nt:,u til compliance (payment of proffer) is
resolved.
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs: Advanced payment of the
proffered funds prior to the severing of the approved MDP.
E
"7. MULTIMODL TRANSPORTATION IMPROVEMENTS
D. The applicant will execute a sign.alization agreement with the Virginia of
Transportation1tir the intersection of US Route 11 and Old Charles Town Road.
Additionally, the Applicantwill construct full size entrance improvements with both a
right turnlaneand left turn lane on Old Charles Town Road, and a right turn lane on US
Route, 11`at said intersection. These improvements will be installed in accordance with
,the, Virginia of fransportation design guidance when warranted by VDOT.
ISSUE. These proffered improvements were designed to occur later in the
development process once the project is underway, VPD had increased, and VDOT
determined that warrants had been met to implement the improvement. Who is
responsible for these improvements when there are various developers with various
MDPs, all of which are contributing to the warrants for improvement?
COUNTY ENFORCEMENT. Deny all zoning and subdivision related permissions within
the entire Snowden Bridge development until compliance (installation of
transportation improvements) is resolved.
"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."
ISSUE: These proffered improvements were designed to occur later in the
development process once the project is underway, VPD had increased, and VDOT
determined that warrants had been met to implement the improvement. Who is
responsible for these improvements when there are various developers with various
MDPs, all of which are contributing to the warrants for improvement?
COUNTY ENFORCEMENT: Deny all zoning and subdivision related permissions within
the entire Snowden Bridge development until compliance (installation of
transportation improvements) is resolved.
Y i
"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. The 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) Thedesign of the transportation improvements identified in Section 7(F)2-
7(F)5 of this proffer statement will begin with 8-% 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. /4
(2) Once actual traffic counts of 7,996 vehicle trips per day have been document
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 US Route 11 using the existing bridge.
(4) 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 two lane half section of the Major Collector Road from the limits of the
four -lane section to US Route 11 at the Rutherford Farm Industrial Park
intersection to include right and left turn lanes on the east side of US Route
11 as determined by VDOT. ...
(5) Once the actual traffic count at the southwestern entrance to Stephenson
Village near the Rutherford Farm Industrial Park intersection reaches 7,996
vehicle trips per day on the Major Co
and commence construction of the rE
Major Collector Road from the lim
jor Road, the Applicant will bond
ainirig additional lanes to the existing
r-lane section to provide for
the ultimate four -lane section ending at the east side of US Route 11.
ISSUE: Who is responsible for these improvements when there;°are various developers
with their own individual MDPs? How is the proffer, enforced if a,portion of the road
has already been constructed (2-lane) through "a portion of development that has
been completed, and now additional development (possibly by a different developer)
is planned that would trigger improvements (to 4-lane)? Each MDP will be
responsible for, showing the proffered improvements, but implementation of the road
improvement will be triggered by the proffer,., How can one developer be responsible
for constructing the road across another developer's MDP?
COUNTY ENFORCEMENT. • Deny all zoning related permissions within the entire
Snowden Bridge development until compliance is resolved.
"G. The Applicant will provide $50,000 that shall be utilized as matching funds by VDOT
and/or the:County of Fredrick for future improvements to the Interstate 81/US 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 party.
ISSUE: Who is responsible for this payment when there are various developers with
various MDPs?
COUNTY ENFORCEMENT. Deny all zoning and subdivision related approvals within
the entire Snowden Bridge development until compliance (payment of proffer) is
resolved.
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs: Payment of the proffered
funds prior to severing of the approved MDP.
"13. COMMERCIAL CENTER
The Applicant has identified an area as shown on the General Development Plan (Exhibit
A) for a commercial center that will be developed at a time to be determined by the
Applicant. Within the commercial center development, the following shall be provided:
F. The Applicant has identified an area as shown on the General Development Plan
(Exhibit A) for a commercial center. The development of 60,000 square feet of
commercial space will begin within the comrercial center�no.later than the issuance of
the 1,200th non -age restricted residentialf building permit with the completion of this
commercial space within 18 months. The,Applicant will be allowed to extend the
commencement of commercial constructionJor 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."
ISSUE: While this Center`is located on land not yet included in an approved MDP, the
question remains: who is responsible for constructing the commercial center when
therearevarious developers with various MDPs? If the residential developer(s) has
no interest in a commercial center; how is the proffer enforced.
COUNTY ENFORCEMENT: Deny all zoning related permissions within the entire
"Snowden Bridge development;until compliance is resolved.
Community Design Modification Document Section and Topic of Potential
Concern
"MODIFICATION #9 §165-13313 Master development plan, contiguous land
§165-141A(8) Master development plan, contents
§165-141B(2);(4);(8) Master development plan, R4 contents
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.ofall required development
percentages to ensure that the requirements of the R4 District and the proffered
Generalized Development Plan are met throughout the clevelopMent of the Stephenson
Village community.
r
ISSUE: Maintaining an accurate aggregate tabulation of all required development
percentages top ensure that the required R4 District and the proffered GDP are met
will be challenged when there areenultiple MDA -This Modification was designed to
enable the detailed MDP to be grown as the project progressed, as opposed to the
crafting of a single MDP at time of rezoning consideration, and utilize the aggregate
tabulation to track proffer and`ordinan°ce'.compliance. Tracking compliance will be
difficult if various MDPs are progressing concurrently.
COUNTY ENFORCEMENT: Deny all zoning related permissions within the entire
Snowden Bridge development if the aggregate tabulations violate the ordinance and
proffered standards'.
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs: Utilize a single aggregate
tabulation sheet covering all development within the entire Snowden Bridge project
that reflects the ccu' M" ulated planned development of all MDPs, and require that the
tabulation sheet be updated with every MDP submission, confirming tabulation
compliance prior to approving MDPs (and subsequent revisions).
Analysis of Stephenson Village (aka Snowden Bridge) Proffers
To Understand Potential Impact of Enabling Multiple MDPs
to Reflect Various Ownership Interests
Rezoning #06-03
October 25, 2010
This analysis has been conducted by the Planning Department staff in an effort to better
understand the potential areas of conflict within the approved,proffer statement and the
design modification document that might exist if the Snowden .Bridge project were divided into
various Master Development Plans (MDPs) reflective -of developer. 'ownership interests. Of
most concern are the proffered conditions whose implementation is tied,to a: stated date,
..:.::..:.::
request of County Officials, or Vehicles Trips Pe`r:Day (VPD) threshold. These implementation
triggers are global to the larger Snowden Bridge development and not solely the responsibility
of an individual MDP. Y .N`
Generally, if a proffered condition is not;bei
subdivision and zoning approvals until come
lianc
condition is not implemented or clearly related to
the proffers do apply to the entire development It
withhold future approvals for that unaffected MDP
impetus of this,a;p*sis
Below a>'e"the proffered condition
clarification and assignment of rep
development to be divided into va
developer ownership interests 4.
ed, the County withholds further
achieved In the event that a proffered
3artrncul`ar,MDP, while legally permissible as
iay not tie appropriate for the County to
These potential conflict areas are the
and design modifications document sections that warrant
ponsibility prior to enabling the overall Snowden Bridge
rious Master Development Plans (MDPs) reflective of
Proffered Condition Sections and Topics of Potential Concern
112. PHASING PLAN TO MINIMIZE SUDDEN IMPACTS ON COUNTY SERVICES
A. Additional Proffer Payment
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
"5. M
TOURISM
a cumulative yearly total increase of 60 students per year.... 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 the Frederick County Public
Schools."
ISSUE. As written, this results in cash payments on a potential annual basis. Who
is responsible for this payment when there are various developers with various
MDPs? Since the student count is linked to an annual calendar date, not a zoning
or subdivision approval, how is it enforced if thi r_ ;dre multiple developers and
MDPs?
COUNTY ENFORCEMENT: Deny all zoning related°development approvals within
the entire Snowden Bridge development`"until compliance (payment of proffer) is
resolved.
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs r,
n SF
IING FUNDS FOR TRANSPORTATION ENHANCEMENTS AND/OR HERITAGE
In consideration of
contribute $75 00t
transportation,enh
will be made ava la
for saidfunds by tF
®A
ISSUE: Who is responsible for this payment when there are various developers with
-various MDPs?' . COUNTY ENFORCEMENT Denyall zoning and subdivision related approvals within
the entire Snowden Bridge development until compliance (payment of proffer) is
resolved >,1_,
POTENTIAL RESOLUhON TO ENABLE SEPARATE MDPs: Payment of the proffered
funds prior to severing of the approved MDP.
"6. MONETARY CONTRIBUTIONS TO CLEARBROOK VOLUNTEER FIRE AND RESCUE, INC.
To further mitigate the impact on fire and rescue services, the Applicant will pay to
Clearbrook 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 Section 4 of this proffer statement. The money will be payable as follows:
$50,000.00 to be paid not later than nine months after zoning approval (payment
received).
$50,000.00 to be paid within thirty (30) days of the issuance of the 500th 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 1,000th 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 1,500th building
permit in Stephenson Village but not later than December 31, 2018."
ISSUE: Who is responsible for this payment
various MDPs?
COUNTY ENFORCEMENT. Deny all zoning a
the entire Snowden Bridge development un
resolved.-��
POTENTIAL RESOLUTION TO ENABLEISEPA
proffered funds prior to the severing of the
"7. MULTIMODL TRANSPORTATION IMPRO
are various developers with
nd sub divisioarelated approvals within
til compliance (payment of proffer) is
TE
MDP.
nt of the
ation agreement with the Virginia of
5 Route 11 and Old Charles Town Road.
;t full size entrance improvements with both a
Charles Town Road, and a right turn lane on US
1provements will be installed in accordance with
idance when warranted by VDOT."
ISSUE. These proffered improvements were designed to occur later in the
development process once the project is underway, VPD had increased, and VDOT
determmea►;-that warrants had been met to implement the improvement. Who is
responsible for these improvements when there are various developers with various
MDPs, all of which are contributing to the warrants for improvement?
COUNTY ENFORCEMENT. Deny all zoning and subdivision related permissions within
the entire Snowden Bridge development until compliance (installation of
transportation improvements) is resolved.
"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."
ISSUE: These proffered improvements were designed to occur later in the
development process once the project is underway, VPD had increased, and VDOT
determined that warrants had been met to implement the improvement. Who is
responsible for these improvements when there are various developers with various
MDPs, all of which are contributing to the warrants for improvement?
6
COUNTY ENFORCEMENT: Deny all zoning and subdivision related permissions within
the entire Snowden Bridge development until compliance (installation of
transportation improvements) is resolved.
"F. The Applicant will design and construct a four -Ian eboulevard Major Collector Road
for the Stephenson Village Community in substantial conformance with the proffered
Generalized Development Plan Tfe Major Collector. Road will be constructed in two
phases. The first phase will be- two lar ehhalf section that is constructed from Old
Charles Town Road to the limits of1he development as depicted on the approved
Master Development Plan. The phase,of the M'afor £Collector Road will be constructed
and bonded in segments in;"accordance,; ith:the approved Subdivision Design Plan for
Stephenson Village The second phase of the Major Collector Road will provide for the
ultimatevfour-lane section with appropriate right and left turn lanes based on the
ig,program:
(1) The "design of the transportation improvements identified in Section 7(F)2-
7(F)5 of is, proffer statement will begin with 8-% of the actual traffic count
volume is realized as identified in each Section. The completion of the
improve ments{specified in each Section will occur within 18 months of initial
(2) Once actual traffic counts of 7,996 vehicle trips per day have been document
on the IVlajor 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 US Route 11 using the existing bridge.
(4) 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 two lane half section of the Major Collector Road from the limits of the
four -lane section to US Route 11 at the Rutherford Farm Industrial Park
intersection to include right and left turn lanes on the east side of US Route
11 as determined by VDOT....
(5) Once the actual traffic count at the southwestern entrance to Stephenson
Village near the Rutherford 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 rema) additional lanes to the existing
Major Collector Road from the limits of the four -lane section to provide for
the ultimate four -lane section endini? at the east side of US Route 11.
ISSUE: Who is responsible for these .rr
with their own individual MDPs? Hovi
has already been constructed (2-lane)
been completed, and now additional e
is planned that would trigger -improve
Y
responsible for showing the proffered
improvement will:bi
for constructing the
COUNTY ENFORCER
the appropriate party.
e
across an
Deny all.
vent until
vements when thereare various developers
he proffer enforced t a portion of the road
)ugh a portion of develop ent that has
lopment (possibly by a different developer)
is (to 4=lan.e)? Each MDP will be
rovements, but implementation of the road
fcr"How can".ne developer be responsible
feveloper' 'MDP?
related permissions within the entire
Dance is resolved.
provide $50000 that shall be utilized as matching funds by VDOT
edrick for future improvements to the Interstate 81/US Route 11
This dollar amount is intended to assist VDOT and the County
:gional improvement. The $50,000 will be made available to
of Frederick, within 30 days of written request for said funds by
ISSUE: Who is responsible for this payment when there are various developers with
various MDPs?
COUNTY ENFORCEMENT. • Deny all zoning and subdivision related approvals within
the entire Snowden Bridge development until compliance (payment of proffer) is
resolved.
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs: Payment of the proffered
funds prior to severing of the approved MDP.
"13. COMMERCIAL CENTER
The Applicant has identified an area as shown on the General Development Plan (Exhibit
A) for a commercial center that will be developed at a time to be determined by the
Applicant. Within the commercial center development, the following shall be provided:
F. The Applicant has identified an area as shown,:.on the General 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 1,200th non -age restricted residential=building permit with the 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 ha"s 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 commer,,cial center within Stephenson
Village." _>
ISSUE While this Center'is located "on land not yet in in an approved MDP, the
question remains: who., isrespons►blefor constructing the commercial center when
there: are various (developers with various MDPs? If the residential developer(s) has
no interest in a commercial center;"how is 'he proffer enforced.
COUNTY ENFORCEMENTDeny all zoning related permissions within the entire
Snowden Bridge development until compliance is resolved.
Community Design Modification Document Section and Topic of Potential
Concern
"MODIFICATION #9 §165-13313 Master development plan, contiguous land
§165-141A(8) Master development plan, contents
§165-141B(2);(4);(8) Master development plan, R4 contents
Alternative Design Standard
The provision of a detailed Master Development Plan(for"`Stephenson Village that is
designed to reflect the acreage within the communitythat is planned for development
by specific phase and provides an aggregate tabulation of'all required development
percentages to ensure that the requirement's 'of the R4 District and the proffered
Generalized Development Plan are met throughout the development of the Stephenson
Village community.
ISSUE: Maintaining an accurate aggregate tabulation of all required development
percentages top ensure that the.required R4 District and;:;the proffered GDP are met
will be challenged when, there are.multiphe,) MDPs.`"This Modification was designed to
enable the detailed MDP.to be grown, ds'the project progressed, as opposed to the
crafting of a'smgle MDP at time of rezoning consideration, and utilize the aggregate
. abulation to trackproffer and ordinance compliance. Tracking compliance will be
ydifficultif various MDPs are progressing concurrently.
COUNTY ENFORCEMENT.... Deny all zoning related permissions within the entire
Snowden Bridge development if the aggregate tabulations violate the ordinance and
proffered standards'.
POTENTIAL RESOLUTION TO ENABLE SEPARATE MDPs: Utilize a single aggregate
tabulation sheet covering all development within the entire Snowden Bridge project
that reflects the accumulated planned development of all MDPs, and require that the
tabulation sheet be updated with every MDP submission, confirming tabulation
compliance prior to approving MDPs (and subsequent revisions).
Snowden Bridge MDP Files
01-14, 06-12, 01-12, 01-11, 01-10, and
Snowden Bridge MDP Request to Enable MDP
Modification by Individual Developers