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ZTA200900016 Worksession 2010-01-19
STAFF PERSON. Joan McDowell, Principal Planner Rural Areas PLA N.ING COMMISSION WORK SESSION- January 19.2010 PR03FFCT: ZTA 200900016 Monticello Historic District ZTA 2009- 00016 MonticeIlo Historic District (M1iD). Amend ccs. 1 1.1, Intent and purpose, where permitted. and l 1.3.1, By right uses, of Chapter 18, Zoning, of the AIbentarle County Code. This ordinance would amend See. l 1.1 to include a statement pertaining to usual and customary uses within the M H D considering the unique nature of the district; and amend Sec. 1 1.3.1 by amending subsection ( 4) to delete the restrictions on the number of rsons and required purposes for occupying the Monticello scholar residences. and by adding subsection (2 5) to aIlow special events by which attendance is pennitted by invitation or rescrvation for up to 3 consecutive days. A copy of the full text of the ordinance is on file in the office of the Clerk of the Board of Su pervisors and in the Department of Communi ty Development, County Office Building. 401 McIntire road. Charlottesville. Virginia. . %t'11,LICANT`S PROPOSAL: Add the Following uses to the list of uses pormit ted in the Mon ticcl10 Historic District (MHD) pursuant to Section 11.3.1 of ilte zoning ordinance. 25. Speer'ui events Thor are rypicuff r conducted uts u single da),, hru which may be comlwiedfor up to three (3) cmisecutive days, for which crf endar a is pernfiired onlIr by it ritalion or'reser4aflon, including, hut not hnifteetio, rrreeriugs, conferences, banquers. dinners. weddi` gs. and pri wile parties. In addition, modify Section 11 .3.1.2 4 of the zoning ordinance to provide greater flexibility in the use of the Monticello scholar residences- ?4- Mini icello scholar residences, vs -hicAr shall be private Jndgirrg accorrrmodarions in andripfe amd), rAveili„gs far erluc-rrrru's, ac•culemie f 4lows or scholars working errs Jefferson related re%earr.it and/or pro ramv, Uonfieeffo jrrugra ni purricipant.y, pernvuns dire}ctIv erigagod in the prograimpang, research. or open d(w rrf AYonsicilfo crs a historic rnomeuni and hisloric ,rile, and for a,sole carerrrker- prrr4+,rrJrc# i , -s pow woft-4mw dove Avemwg mfifq Shag he 0ee ffpk*kw-wi�y ame fime k�y 1) - P-4. OP Pp. Jim- - Fl. �---'-.P A 9P - a+r►g A copy of the proposal is 1neIuded as Attachment A. A copy al'the existing M H D Section I 1 art Jte zoning ordinance i9 included HS Attachment 13- In order to provide some background, a copy of the January 29, 2008, Planning Commission work session staff report and minutes (Au achment G); the staIT report and Action better and minutes for the April 8, 2008 Planning Commission hearing (Al tar, hment F); and the May 7, ?008 Board Df Supervisors slaff report and public hearing rninuwi ( Attachment G). PURPOSE OF THE WORK SESSION To provide an upporlunity for a discussion of the issues ps:rtaining to the proposed amendments and Commission response to specific questions re lated to these issues. EXISTING C0 ND I' ]QNS . 7'he Monticello wlistvric District was adopted on Junc 8, 2005 (Z M A 2004 - 00005 and ZTA 2004 00003) and am €nded on May 7, 2008 to include Mo I:1talto (ZMA 200700033 and Z7'A 20D700006), Siltce the aduption oFthe District. Monticello has constructed a new visitor's center, 1'rA 2(1090N 16 MorAiM IV lhitkXiC 0WIriCl Planning Commission WO* SUMM JMeWy 19.2010 1'uge I gift shop, Iheatre, and restaurant. Montalto is tindcrgoing extensive re mode Iing in pry *partition for its U! e as a center for Jefferson studies_ REVIEW COMMENTS: In response to concerns regarding; traffic voltimes rreawd by additional events at Monticello and Montalto and existing sight distance issues, the Virginia Depannienl of Transportation (DOT) has requested a traffic study. The Design Planner has concerns that there are no limits on the number of events or the number of attendees, as repcaied, large -scale c cnts could negatively impact the historic property — both the buildings and the grounds. Impacts from lighting are a] so a concern. Should additional lighting, be necessary far barking and/or for activities. it is recommended that the applicant address methods liar mitigating the impacIs. The revic ;v cart'ments are included as AttachFftnt C. PROFFFRS, Z A 200700023 (the addition of Montalto to the MHD) was approved w itli the following prvffir,; that would not be aff`ectcd by the proposed zoning text amendment application (ZTA20099001 B). 1. All outdoor lighting stall be arranged or shielded to reflect light away from the abutting properties. 2. Vehicular a ess to the Property shall be controlled during peak events that require off -site parking. OU EST 10 INS FOR THE PLANNING C:011r M19SION: 1. Issas I Oueoian; Conformity with the Comprchensive plan. Arc the propo d amelidmcnts to allow the facilities to be used for public and private events and the removal of restrictions regarding the number of units to be occupied lay people that are not lefferson scholars in the lodging consistent - -vith the Comprehensive plan' Discussion. The establishment or the M H D and subsequent addition of Montalto to the Uisirict was determined to be consistent with the G uiding Principles of the Comprehensive Plan. Additionally, tlic preservation of the historically significant structures rntt the Historic Preservation Plan's objective to parsue additional protcriive measures and incentives to preserve AIbemar le, S historic and archaeological resources in or to foster pride in Ilie County and maintain the County's character. The Natural Resources and Cultural Assets Component of the Comprehensive flan idenIif ed both Mont ice Ilo and hontaIto as mountain resources in the Mountain Protection flan. With the approval 0f s prof Ter to arrange or shield fighting away From abutting properties, the MIJD bee aTne cons ktent witb the goal of the Dark Sky componf*nt t* protect the dark sky of AII)CMarle Cou my. The proposed application. ZTA 200900016, has bean mviewed to determine its consistency with the Comprehensive Plan- ZTA 21149 W 16 K#antioe l* t ist« i r DixtrkA PGmmng CdMM3%6OH Wfll'k Session JWLWY 19. 20 10 Pmgc 2 RuTal Areas Section The Cwiding Principles for the Rural Areas includes the a goal to preservie and manage the County's rural scenic resources as heiDg essential to the ounty's character, econoinlc vitality, and quality of life. Further the Guiding Principles includes a goal to protect the Rural Ali *as' historic archeological and cultural resources_ St1317's concern is that there wou ld be no limit on the number afevcnts or the it um kr of attendee and mpewed, Iairge -scale events c;ouId negatively impact the historic property — bath the building and the grounds. Accommodations for cvents could include large tents or mull iple tents That kwouId be visible to surromiding auras. NatiamI Resources and Cultural Assets Section — The Opcn Space flan and the Mountain Protecliun flan have identified both Monticello and Montaz[to as mountain resources. In addition, the Historic Resources section identifies Monticello as a resource From the Early National Pcriod ( 1799- 1830). provisions to protect Mon Iicella's viewshed are goaIs of the Historic Resources section. Staff's concern is that parking for events exceeding the paved spaces provided kvauld be accommodated on grassy arras. Access over unpaved areas to Carter's Mountain in order to create one -way egress for Large events. as was the case for the Heritage Ilarvest Festival's estimated 1,100 vehicles at Montalto in September 2009, could also cause land dislurbances. The Scenic Resources section has designated W)ute 53 as an Entrance Corridor. 'rhe proposed uses would not require additional permanent structures to accommodate attendees. Stafr's concern is that temporary structures and additional parking areas, as well as additional Iighting for par in and events, may he visible from the Entrance Corridor_ 'rhe Land UJ w Plan -- The Transportation component Land Use Plain designalews Route 53 as a primary road, designed for the purpose of moying traffic and not necessarily designed to provide access to properties. Staffs concern is that an unlimited nurnber of events and the unlimited number of attendees have the polential of adding an undetermined amount of traffic to rural roads. Economic Devetopnient Policy — Objective I , Strategy 3 oflhe policy says, "Increase tfle promotion of tourism focused on the rural, agmrian, and historical resources of the County, and which doles not threalen or compromise these resources and to be consistent with [lie greats or the Comprehensive Plan,^ StaIT believes that the proposed broadening of allowed activities in the MIfD can be supportive of this stralelW if tither Comprehensive Plan c:oacems are properly addressed. Staff RecummendalIon. The potential for impacts from large -scale and frequent events and the ctumber of events should have in -depth review. A requirement for a special use permit for events over a cer' min number of attendees and more titan what is aIIG%ved for other uses in the Rurat Areas, such as •wineries, may be appropriate. "LTA 200400 14 Mcmuccilo }Hs mu Nlmi 111=10g COMM iMian Work Scminn Ji,uey 19.2010 PW 3 Staff recommends that a more in -depth review of potential traffic issues is necessary and that it be examined through a traffic study as recommended by 1JD01'. 2. Issue 1 Question: Usual and customary Are the proposed uses typical For this type of unique property? This approach has been used in Virginia with lann wineries. An appropriate best would be %+Hither or not the uses Ihey propose area usual lend eustomary for such unique properties either as vrimary uses or sttbordinste and incidcntA rises. Reasoning for this relight be based on those uses that have been typical to other like and unique properties in other places. Discussion: The applicant hays prov ided examples of other propertie: that permit both private and public events that supplement the primary purpose of the property (Atlachtrlent A), Sonic of the examples, such as Mount Vemon and Montpelier, provide more equal comparisons than others. such as the Library of Congmss. 1n reviewing these examples as weal as other examples found through additional rewwch, ma:iy sites have suppiemenied their income by renting the facilities for events nol related to the primary purpose of the site. As Monticello has beet= designated a World 11critage site, staff reviewed other World Heritage Sites to the United States (Attachment D). Many of the World Heritage sites are open for visitors and have accommodations for speeial events, such as 3veddings, meetings and parties. Staff recommendation: Stag` beIleves Ihat many other sites simiIar to Monticello and Montalto have cvcnts that supplement their priniary. However as M ont ice Ilo and Montalto are located in the Rural Areas, consideration of the size and number of events should remzsin an important consideration as io their impacts_ 3, 1,,, fee I Questions: Impacts on the area V L)O'1' indicates that a 529 study is deed& far this amendment (Attachment C). Should part of the dcterrrlination of what uses should be added to the district and their size, nuinber andlor frequency be based on the results ofsuch a study? Are there other analyses that are needed "? Discussion: As discussed above, staff is concerned that the frequency and number afattendees at the events warrants further consideration. Impacts based on the results of the traffic study would aid in dvierniiuing the type of rev iciv that should be required, Staff Reconimendatinn: Sin IT recommends that n 529 study be required. in order to determine the ,appropriate size, number, and frequency or events, Outer impacts may be determined as a result of the traffic study, 4, Issue I rues #ions: Consistency with the Intent arld Purpose of =lie Monticello Historic District As was the case with the ZTA 200700006, the zoning text amendment Ihat aIIowed Montalto to be added into the MI-11), is this proposal consistent with the adopted intent and purpose of the District? ] f the add itio Pia l uses are appropriate to add to the District, should the purpose and intent be expanded to address the proposal"? Di cunion. -I'he intent of the Distriel (copied below) linked all uses alto -.Vcd in the District to the preservation of the historic house, preservation ofaeITerson's lands, and furt hering the education of Jefferson and Jefferson era history. ZTA 20}9W16 Mvnlicdhi Rotoric Dislri[i Naming [ ammissian Walk Session Jnirurrp 19, 201 Q Yagc 4 Section 11.! INTENT AND PURPOSE, WHERE PEJ' - V1TTED The invent ancipur {yaw of the Monticello Historic Dishrics (hereurrr_f er referred la av "AfHD') a to create a pfonned historic distrier: - 7o permit re'storcalion, pr'ese}rrafivtr, corrservation, education, progranis, research awl business aceivifres related to fire operation of a historic house museum and historic sire at Monticello: - To pronrote rfre prexemwfrarr card er 1wncepiew of a unignv histarkai site; = To preserve significant tracts of agricultural and forestal land: To #x} a thar'ict that is unique fc those parrels which bran belonged to Thomas .J�f fersan and contain uses related to the operwlion of the hisforic site, in recognition of - the importance of Thromos Jefferson Ira rfre hislor)- of Alhewarle County; - fire importance of Monticello to iltc reputation, tation, educ'rrdan. and economy of Albemarle Cotrnty, - Monticello as a unique ele mew of the historical and architectural legary of Afbeenarfe County, the nation, and the world, as recognhed by its inclusion on the Would Her'ilage I ki rnfrninisrerecl by the Of lied Nationx Educational. &-ienrific. and C'uliaral Organization. Restoration or re- cr'eudon of Jtfferson -era strivur es or landscape features, and their subsequent rrrferpr'etrue use, shall be regulated only to Elie exrent necessary to protect public henith and saferv, When the creation of tiw M11D (ZTA 2004 -03) was tinder roview, the importance of the relationship between [Monticello and the study a Thomas Jefferson and leMrson era history was of primary importanu. The Thomas JefY`erson Foundation emphasized that the rezoning aIlowed the Foundation "to meet its dual mission of `prescrvation and education. "' Monticello and the University oFVirginia are two o onIy twenty World Heritage properties in the United States and one of 890 World Heritage properties in the world, making them matchless among other historic properties in America (AttaclimenI D), The recommended uses we re to "support the mission of a mu ItIptsrpose in letlectual commanity," The proposed aniendment would allow unlimited facility rentals at Mantictilo and Mon taIto for public events, such as the Heritage Harvest Festival. and for private event;, such as %veddings, parties, conferences. and Inectings that woo Id be unrelated to the study of Jefferson or the Jet arson era history. St n ff Recommendation: Staff does not believe that the proposed amendments are consistent %vith intent and purpose oIilie Mont ice Ho HistariC District; therefore, il'the proposed uses are determined to be appropriate for the M1.1D, staff recommends expanding this section to ineIuk provisians that would maintain the primary purpose of the District and allow supplemental uses not related to the primary uses. RECOMMENDATION- [afirecom mend s that the Planning Commission address earls of the isstic&rquest ion s Hosed in this report and give direction to staff and thu applicant, as necessary. ATTACHMENTS. STA -209rAW 16 Montictllro } listaric DGstnel I imming Commissian'A'erk Sessirni January 14.2010 rage 5 A Montalt* Zoning Text Amendment Application, September 8, 2009 H 7:oning Ordinance Section 1 I Monticeflo Historic District C Reyiciv Conirncnis D Wvrfd f feritage List (United States) E Staff Report and Minutes, January 29, 2009 PLinning Commission Work Session F Staff`Repon and Action Letter, April S. 2008 PIanptiig Commission G Staff' Report, Proffer Statement. and Minutes May 7, 2003 Board of Supervisors Y:1'A ?I]{xl M16 Mentimllo Ifiga it district 11rur+nl ng CommuNion Work Session Jmway 19, 7010 raEx 6 A F+ ARLE COUNTY CODE CHAPTER 18 ZONING SE(71 O*I [ 1 MONTTCELLO IIISTORIC Dill STRICT. ItIID Secdenx: 21.1 INTENT AIND PU RPUSE, ►6'Ilk RE, PFR11ITTED 1112 STATUS AS A PLANNED DF.VE WPM EN' I' I)FSTRtcr I L3 PERMITTED USES 11.3.I BY RIGHT USES 11.3.2 BN' SPlECIAL USE PERMIT 11.1 1i1: GU LATI ON OF DEVELOPMENT 11,11 INTENT AND PIJRPOSF,WHFRF PF1LN11'fYED The intent and purpose afthe Monticello H -line Districi (hercinafler referred lo as "MHR ") Is to create a planned historic district: - To permit restaratiam presirvatiun. conservation, education, programs, research and business activities related io the operation or historic house museum and hisiaric site al Nicil acello. • To promote the prescnuiIm and cahmwament or unique histaricaI sill; To preserve signifcent tracts of agricultural and furesial land; - To be a district that is unique to thosr parcels which both belonged to Thomas Jel"mrson and contain uses related io the op=tion of tite historic site, in rccogniiion of- - the innpartancc of'fhamas Jefferson to the history of AIbcmnrlc County: the impiiance of Monticello tD the repuwation, education. and ccnnmy of Albemarle County, - Mom icello as a unique clemem of the historical and architectural legacy of Albemnfic County, the nation, and the world, as recognized by its inclusion on the World Ilerkagc List administered by the Uniled Ni lions EducationoL Scion ilic, and Culiural Organixatian, Rcstorntion or re- creation of Jefi'erson-rra structures or landscape features, and their subsequent interpretive use. shulI be rmgulatcd only to the exient neces,�ar to proiect public health and safety. (Drd_05 -190), 64-05} 11.2 STATUS AS A PC.ANNF0 DEVELOP,t1ENT DISTRICT The M H D is a planned development distriel within the mean iny, of section 8 of this chapter, and shnll not be construed to be an ngriculiural Yarning district or a district in which agricultural, horticultural or forestal uses are dominant. iOrd_ W. 18� 5]. 6 -8 -05 t 18 -11.1 lomng SUPP 4036, t-9-05 A"TTACHMF.NT B ALREMS RLE COUNTY C'UPE 11-3 PERN111TF0 USES The following uses shall be peninitted in the MHD. subject to the regulatio s in this section acrd section 8 of this chapter, the upproved application plan, and any accepted proii`crs; ( Ord_ 05- 18(5). 6 -3 -05) d 1.3.1 BY RIGHT FSES The NJ lowing uses shall be permitted by right in rho MI ID= Uses relating to the operation of Montiecllo as a historic house museum and hisloric site as follows. u. Intcrpreiaiive. educational and reNWh Uses such ax tours: intcrpfative signs, walking paths, displays and exhibils; classes, w rkshaps, lectures, programs and demonstrations; Field schools and history - related day camps, and archaeological labaratories. b. Administrative and support activities including wisiLor riek6ng and shuttle bus operations. wainrcnariee operations, equipment storage. vchicit maintenance and rerueling. SeCUri'y and general adminiitration, mid related supporl spaces and offices. c. Visitor "icnitics including, parking lots; trawclways: public res'raclms; food and drunk preparation and vending; picaic areas; walkins paths and pedestrian bridges. d. Display and sale or products related to Thornns Jefferson end the history nF Mordicello, C. Ckhrr uses not expressly delineated in subsccliorr 1(3) through 14) authorized by the coning administrator after consulialion %aith the director or planning aced ether appropriltic officials, provided 'hat the use shall be consistcm with the expicss purppse and intent of thr NITID. similar to the uses delineated in this subsection in character, locarional requirernemrs, operational characteristics, Osual impum and traffic generation. ', 'temporary events related to or supportive or the historic, educational or civic Y significance of Monticello, such ns, bur nor limited is the Naturali=ion Ceremony on tttic toun h of Jul}, Thomas Jet7emon*s Birthday celebration. summer speakers series. presidential inaugural events, and corntnemorative events si'nilar to 'ire l.ewisr and Clark b1centcnnial. 3. Display and sale of girls, souvenir, crafts, food. and hof'iculta ml and agjricultural prcducls, incitt4ing outdoor storage and display of horticultural and agricullural products, including wayside stands for display said sale of ag6cuhural products produced on the prrmises {rcrerence 5. 1.19), Establishment and changes to sl rum res shown on the approved applicatlar' plan; a. mo-dificuiiom, improvement, expansion. er demolition of "modern struelurss„ existin#on the eifcctive date Ofthisseri[on 11. K modification, improvement. re- creation, or restaraijon ( including expansion) of "historic or interpretive struclures_" 18 -II -? T- aalnW,St" 076.64.05 A L HEMARL,E C 04VNTY CODF C. Estabiishmcm of "new primary Mclures or features" identified as such on the approved application plan 5. a metcrics_ 6. Detached single - Family dwellings, including guest cottages rind rental of the $ante. 7. Side -by -side duptmes: provid -Ld that density is maintained and pravidcd trial buildings we located so chat each unit could be provided with a lot nleeling all other requirements for do #ached single - family dwellings except fur side yards at the mrnown will. Other t wo- fainily dwellings shall be pennitted provided density is maintained_ a. Agriculture, Forestry, and fishery uses except as otherwisc expressly provided. 9. Game preserves. wildlife sanctuaries and fishery uses. 10, Electric, gas. oil and communication facilities excluding lower structures and including pvics, lines, transformer -,. pipes, melees and related facilities for distribution of local service and awned and operated by a public ut_lity_ Water distribution and sowerage collection lines. pumping stations and appurtenances awned and epemted by the Aibcmarlc County Service Authority, Except as otherwise expressly pravidcd, central %eater supplies and orntrad seweragc systems in conformance with Chapter 16 of the Code orAlloeniEvIc and ail other applicable laws. 11. Accessory uses and structures including hams eccupati on, Class A Irefcrence 5.2) and storage buildings. 12, Temporary cons truction. uses (ref=ncc S.I.I $ }_ 13. Public uses and buildings including temporary or mobile facilities such as schools, offices, parks. playgrounds and roads funded, owned or operated by local. state ar federal agencies (reference 31?.5), public water and sewer transmission, rnain or trunk lincsr Ireatment faci Iii im, pumping stations and the Ilka. owned and.for operated bn trite R i van na Water and Sewer Authority (refarcriee 31.2.5: 5.1.13 }. 14 . Temporary 1 1 1 Ireference 5.1,15 and subject to performance standards in 4.141, 15. Agricultural service occupation (subject to performance standards in 4,1!4 ). 16. Divisions of Bind in accordance %wish section 10.3, 17. Tourist lodging (reft-rence 5.1.17 ). IS. Ninbilc homes. individual, qualifying under the following requircinems. (reference 5,5}_ a. A property vwncr residing on the premises in a Vcrmnnent home washes to place a mobile home on such property in order to maintain a Full -tithe agricultural 4 mpioyee. b. Due to the dcstruciitm oFa perntancnt home an cm,:rgcncy exists. A permit can be issued in this event not to exceed twelve (12} months, The zoning administrator shall he authorized to issue permits in accordance with the intent of this ordinance and shall be authorized so require or seek any information which he nthy determine necessary in making a determination or cases "a" and "b" of the aforementioned uses. 18 -11 -3 lasmng Sapp N46. 5-7-09 A L 8EMA RLE COUNTY CODE R Farm winrry (reference 5.1.25) - 20. Barrow area. borrow pit, not exceeding an aggregate volume of fifty thousand (50,000) cubic yards including all barrow pits and borrow sren on any one parcel of racord on the adoption datcofahis provision (reference 5 -1M). _l. Commercial stable trcfrrrnae 5.1.03). 22. Siormwatcr rnanagcmcnt faci lilies shown an an approved final siic plan or subdivision plat, 23. Tier I and Tier II prrsonal wireless sery ice facilities (re ft`renee 5.1.40 }. 34. (Monticello scholar residences, which shall be private lodging accommodations in multiple- family dwellings for edui ;alors, academic fol Covers or scholars working on Jefferson rrlatcd research ondfor pmgraros, Montallo program participants, persons directly engaged in the programming, research, or operation of Montteclio as a historic museum and hissori. site, and for a sale caretaker, provided that not more than three dwaIIing units shall be =upied at any nnu; time by persons directly engaged in the programming, research. or operatton of Mamicello as a historic museum and historic site except during the semi- annaaI mcclings of the owner's governing hoard. (Ord. 05 -18( 5), A-05; Ord. 08, 18(2), 5 -7-081 11.3.2 BV SPECIAL USE PERMIT The fallowing uses Shull be permitted by special use prrrnit in the N1 HD: 1. i:arni sales {refrrcnr_c Section 5- 1,351. 2, privwle helistop (rcfCrrnce Section 5.1.01 i. 3- Commercial fruit or agricultural produce packing plants. 4, Flood control darns nr impuundff=m S. Concerts (such ns performances by the Charlottcsville Symphony Orchestra and the ChaflnAsaVillc ,1-1 Lin icipal Hand), theater, and outdoor drama. euenls open to the general public. not adwrwise permincd by right under secl ion 11,3.1. (2). 6. Home occupations Class a. 7. boat landings and canoe livery (Ord. 05- 18(5), 6-8 -05) 11.4 RFUL- LATION OF DrVELOP ENT in order to protw the coumry's historic resoun:es and she rural character of surrounding lands, all uses and structures shall he subjcet to an approved application plan. and zo sections 4, 5. 8 and 32 of this chapter. including such regulations as may be waived or modified pursuant to section 8,2- In addition: a. l ),+rsrry density shall not exceed one dwelling unit per twenty -one (11) arms and the minimum 101 size shall be twenty -ono (211 acres. 18 -11-4 lonpng Sup 0415 - 5-7 -011 ALBF.4 4RLE COUNTY CODE b_ Structure Prright The maximum structure height eslablished in the standards for development required by section 8.5.1(d)(I1) of this -chapter shawl ow exceed forty- five (451 fret. C, kards. The minimum yards established in the standard' , for development required b% section 8.5,1{d)11 1l of this chapter shmll nut be leis than the minimum yards provided io section 21.7, axcepl as otherwise provided on the application plan, (Ord_ 05- 18(5), M-05) 18 -I1 -5 lonin4 ti%UFP N46.5 -7 -414 Application z-FA2001900016 Short Review Comments Project Name Monticello Historic District Dale Campietad 10f13f2049 Ravpewex Glenn Brgioks Engineer F$CD Revpww Status Pending Reviews Comments The only item of concern would be the steep incline of Ifse roadway and the 5eaere turns These were issues during the previous applicalion process, but were approved after i:onsultetion wrtth the fire official This road is built similar to what might be allowed for a driveway or a rural road meeting the 3 -5 lot standard in the subdiivislon ordinance With that Pn mind, a count of 420 Vehicle trips per week might be a reasonable target. In order to increase the capacity and safety of this road, it would be advisable to Increase the radius of the turns ana decrease the grades, as well as provide shouiders, guardrail andlor wli r Safely features, Mich would involve acme real9nment and reconstruction hate CompletL-d Dgagf Q9 Reviewer James Barber 1=tre Rescue Review Status No Objection Reviews Comments 'f4�1USt Comply ti►ulth the Virginia Statewide Fire Prevg!nC m Code. Nate Completed 11r2m Reviewer #Ioel DeNunzlo VDOT Rew'Iew stalus Requested Changes Reviews Comments t have reviewed the above rezoning application for Monticello and have the following comments I . There is no indication of the amount of Iraffic this change will produce Under 24 VAC 30 -155, Traffic Impacl Analysis Regulations, a Traffic Sludy is required for any rezoning that is proposed to add 250 VPD or 2540 VPD to state conlrolled highways. 2 There is inadequate sight distance at the entrance for traffic that could enter route 53. The curve to the east and the embankment cause a sight obstruction. It is my understanding that Monticello does not use this for an exit, but instead Uses an exit dawn an IN.- ou #side of the curve for adequate sight distance I have reviewed all the data I have in the rode file and do not have record of a speed study at I h i s entrance and the posted speed is 45 mph Any increase in traffic to the Montalto site will oe entering Route 53 at the location with inadequate sight distance as they exit the site I recommend ,hal the sighl distance issue Ice addressed with this plan whetter or not a Chapter 527 study is - equired. If you have any questions. please let me know. Thanks Joel Joel DeNwnzio. P E. Staff Engineer 434- 293 -0011 Ex1. 120 joel denunzici @wdot.virginia gov A17ACI UMIL', For, 704 County of Albemarle Printed On Monday. January 11 2010 A COUNTY OF ALBEMARLE Department of Community Development 401 McIntire Road, North Wing Oharlotlesville. Virginia 22902 -4596 Phone (434) 296 -5832 Fax 434 972 -4126 MEMORANDUM TO; Joan McDowell FROM, Margaret Maliszews -i RE; ZTA- 2009 -15: Montalto DATk:_ Septembcr24, 2W) I have rcviewed the Montalto lvnirig text amendment subntittal (ZTA- 2009 -16) dated September $, 2WI acrd I have the following comments. The downward trend of attendance at historic sites and the need to accommodate activitics that will help fund renovation. uperations, programming, etc_ is undcrstoW. Many historic properties aucummodate evcntr: like weddings, conferences, parties and dinners, and it seems reasanablo to beIieve that sucb events couId be accoinmodawd at Montalto without dc inient to the historic property. with certain precautions. The MHD se€timi of the fauing ordinance appears to place no limits on numN ,-r of events or un number of a3ttcndees. ne applicant's current submittal statcw that the - Ipproycd application plant accounted for the intr&iirueture and logistical needs of events for 25tl or snore attendees. ]t is not clear what maximum number of attendees can be accomrnudattcl ;Ll the site. There is is cornCrn that repeated large -scale events could negatively impact the historic property - bath the building and the grounds. In particuk1r, inxpacts ftem vehicle tfiaffic and spiI]Gvcr parking could have negative physical and visual impacts. As %viih the original Mon Lice Ito /Montalto rexvtsings, the impacts from lighting are also a concern. 11 i5 recommended that the applicant consider whether them will he a need for additional lighting 10 accommodate the proposed acIivitic% and, if so, it is rccommerLdcd that the applicant address methods for mitigating the impacts of such lighting. Westminster Palace, Westminster Abbey 8 n Sent Margdret's Church Canterbury Cathedral, St AugustFne's Abbey, and St Martin's Church Henderson Island Tower of London Gough and Inaccessible Islands -'' Old ai-W Nriw Towns of Edinburgh Maritime Greenwich Heart of Neolithic Orkney Slaenavon Industrpal landscape Historic Tpwn of St George and Related For- UrIcations, Bermuda Derwent Valley Mills Dorset and East Devon Coast New Lariark Saltalre Royal Rota mr- Gardens, Kew Uverpool - Maritime Mercantlle City Cornwall and West Devon Mining Landscape Pcntcysyllte Aqueduct and Canal United States of America Mesa Verde NaUbnal Dark Yellowstone National Bark Everglades National Park Grand Cariyon National Park Independence Hall Kluane 1 rangell -St Elias f Glacier Say { Tatshenshlni -Alsek ` ` 18 Redwood Hatlonal Park Mammoth Cave National Bark Olympic National Park Calinkia Mounds State Historic Site La Fortaleza and San Juan National Historic Site In Puerto Idea Great smoky Mountains National Park Statue of Liberty Yosemite National Park b Chaco Culture Howau Volcanoes National Park ° Monticello and the Llniver5lty o{ Virginia in Charlottesville Pueblo de Taos Carlsbad Caverns Nationat Park waterton Glacier International Peace Park Uruguay Historic Quarter of the City of Colonia del Sacramento Uzbekistan Itchan Kaia Historic Centre of Bukhara Historic Centre of Shakhrisyabz Samarkand - Crossroads of Cultures Vanuatu Chief Rui Mata's Oomaln Venezuela (Bolivarian Republic of) Coro and Its Pon Canairna National Park - 17AC'HNtENT I] STAFF PERSON: Joan McDowell. Principal Planner, Rural Areas PLANNIN G COMMISSION WORK SESSI ON. January 29, ?008 PROJECT; ZMA 2007 -23 Montalto TA 2007-}6 M on ficellin IIistnric District (MHD) Tent Amendment APPLICANT'S PROPO AL: Rezone 329.68 acres in three parcels on Montalto, the mountain adjoining Monticello to the southwest, from Rural Areas to Monticcho Historic District (MTiD) and to amend the MHD to include "Scholar Residences" as a by -right use, The applicants, the TJF Realty, LLC and Thomas Jefferson Foundation are proposing uses that would not be permitted in the Dural Areas zoning district and adding "scholar residences'' to the by -right sees in the MHD. The existing house was constructed of native stone in the early 190 D's for 1. A. Patterson, More recently, the house and accessory buildings were used by the University of Virginia as housing for law students. Two of the buildings constructed for student apartments were demolished after the Thomas Jefferson Foundation acquired the property in 2004_ The applicants have proposed to renovate the interior of the three remaining structures, the house, the tower, and the barn, in order to pro vide apartments for visiting scholars of Jefferson, the Jefferson era and Jefferson's legacy. as well as a conference center for seminars. lectures. meetings and other special programs devoted to Jefferson and Monticello. Outdoor spaces would include gardens, gathering areas, reception areas, arw for outdoor events, a bowling green, amphitheatre, and parking. The actual acreages have not been given for the project area. but it is generally the area at the top of the mountain. Page two of the Sumnraq of Feasibifiry UKc _for rrntalro.hily 2007 (Revised Oclobe 200 7) Attachment A) contains a summary of the activities to take place on the property and the uses for the interior and exterior spaces. Page three of the Feasibility Study provides the scope of work, as well as the two primary guides for Lhe renovation: 1) the view from Monticello of the norihcast slopes must be preserved and is being studied to determine how it would have appeared in Jefferson's life; 2) rehabilitations to various structures and improvement to the grounds must respect the historic architectural and landscape fabric. as appropriate. The applicants have not proposed changes to any building's exterior, except as necessary for general maintenance. Each of the 8 — 10 apartments created would have a kitchen. Food service for both indoor and outdoor events vwrouid be catered. The house also includes a catering kitchen. A letter fYorn the applicants' attarricy describing the proposed uses is attached (Attachment Q. The letter is accompanied by a letter from William Beiswanger, the Robert H. Smith Director of Restoration- Mr. Beis anger has summarized the connection between Thomas Jefferson and Montalto. In addition, a sampling of PC Hearing f'C' 14arksmion part i ±908 ATTACI IN1EN-T l= 418l09 Page i of 5 information identifying visiting scholars to Monticella has been provided, as well as examples of similar fellowships offering housing at five other historic sites. PURPOSE OF THE WORK SESSION, To provide an opportunity for a discussion of issues as the review of these applications progresses. LEGAL DESCRIPTION PROJECT. ZMA 2007 -23 Montalto PROPOSAL: Rezone 329.68 acres from RA Rural Areas zoning district which allows RA -- Dural Auras: agricultural, forestal. and fishery uses. residential density (0- Unitlacre) to MHD Monticello Historic District Toning district. a planned historic district to permit the restoration. preservation. education. programs. research and business activities related to the operation of a historic house museurn and historic site at Monticello; residential density (l unit 121 acres) PROFFERS: Yes No X EXIs,rrNG COMPREHENSIVE PLAN 1.AND U SE/DEN SITY -. Rural Areas - preserve and protect agricultural, forestal, open space. and natural. historic and scenic resources) density ( .5 unit/ acre) ENTRANCE CORRIDOR: Yes _X No LOCATION: 1400 Montalto Loop Road, Route 53 at tote entrance to Monticello TAX MAPIPARCELJ T P 7'7 -31; TEMP 77 -3113: TM P 78-2 5 A MAC31STERJAL DISTRICT.- Scottsville LTA 2UO7 -06 — Monticello Historic District (.MHD) — Schola r Housing T Zoning teat amendment to amcwnd the h+IHD regulations by adding Section 1 1.3.1(24) to allow "scholar housing" as a use permitted by right. The existing density for new residential development a<uthori7ed in the M H D is one d elliing unit per twenty -one acres. and the proposed coning text amendment would not change that density. The Monticello historic District ordinance is included as reference {Attachment D). EXISTING CONDITIONS: The property currently contains three structures; the house. the barn, and the tower. Three buildings used for USIA student housing were removed after acquisition by the Thomas Jefferson Foundation. Drivcwav access from Route 53 and the Saunders Bridge connecti ng the entrances to ?+Monticello and Montalto continues around the buildings and the project site, The mountaintop was cleared sometime in the past and is mostly lawn stow, but some landscaping around the buildings, including large trees. remains_ PC t/4 ofMCS94M rcpan 1 24 09 PAgo2ofS F.N'IFW C JfiMEN 1 Review comments are included as Attachment E_ Most c the issues related to changes required for the site plan have been given by the reviewers. No objections to the map amcndrnent ur the text amendment have been offered. The Zoning Division includes concerns regarding parking, as discussed below. QUESTIONS FOR THE PLANNINC ('OMMISS1 N: 1. issue: The proposed uses for Montalto should meet the purpose and intent of the Montice.110 Historic District (copied below): 11.1 INTENT AND PURPOSE, V4'l EFLE PER FIFTED The intent and purpose of the Monticello Historic District (hereinafter referred to as -`MHD ") is to create a planned historic district: - To permit restoration, preservation, conservation, education, proLrrarris, research and business activities related to the operation of a historic houw museum and historic site at Monticello; To promote the preservation and enhancement of unique historical site; - To preserve significant tracts of agricultural and forestal land; - 'fo be a district that is unique to those parcels which bath belonged to Thomas Jefferson and contain uses related to the operation of the historic site, in recognition of- the importance of Thomas Jefferson to the history of Albemarle COunly; t the importance of Monticello to the reputation, education. and economy of Albemarle County; - Monticello as a unique clement of the historical and architectural legacy of Albemarle County, the gyration, and the world, as recognized by its inclusion on the World Heritage List administered by the United Nations Educational, Scientific, and Cultural Organization. Restoration or re- creation of Jefferson -era structures or landscape features, and their subsequent interpretive use, shall be regulated only to the extent necessary to protect public health and safety. Discussion- The functions proposed to be held on Montalto would compliment and further the educational component of the MHD, including the importance of Thomas Jefferson to the County, and the preservation and enhancement of a unique historical site. the acquisition of the property prevented its division into residential lets and protected the Monticello view shed, as well as the view of the mountain from lower elevations. Placing this property into the M HD could ensure that its uses would be connected to the purposes and uses contained in the District. While the Feasibility Study, the plans (Montalto Zoning Map Amendment) and Proposed Uses at Pc- Wwksesskon F "n i r� PW3of5 Montalto (letter dated October 19. 2007 from Valerie Long of Williams Mullen) documents details and insights of the proposal, staid' is concerned that while the intention of the applicant is to little the study of the scholars in residence, the subject of the conferences, and other activities on &s site to Jefferson, Jefferson's era, and Jefferson's legacy, these links could becalm: less clear in the future. Proffering these documents or providing a staternent of intent with the rezoning would provide guidance for the implementation v the proposed uses and rehabilitation of this property. Question : Does the propased rezoning of Manialto caret thepurpaxe and intent of the Afanticello Historic Dts'tricr? If nof. Aw Ar uld fhe applicant offer to make the Proposed rises consistent With the purpose and inie #t of the UHD both now and in Me_isturc,? If it does, whaf commilmenix should he provided to assure the eonsrstengj is maintained in the.future? ?, issue: The access to the site is from a narrow winding access road and limited on- sitc parking is available on -site. Discussiian Access to the site would be for three primary sources; the transient scholar residents. the staff (including caterers), and visitors to the seminars and functions. On -site parking is limited to a total of 2 8 spaces (1? existing acrd 16 new), as well as a parking courtyard next to the catering kitchen in the house. An area south ofthe Praject Area (Figure C2 .1. Attachment 13) has been labeled "overflow parking ", The number of spaces for this area and the reason why it is needed has not been provided. The applicant intends to provide shuttle service frorn Monticello to the site for those attending seminars and events. SWT is concerned that the Feasibility Plan dues not provide details regarding the shuttle service and the parking accommodations. For example, is the parking at Monficel lo adequate to also verve the proposed uses; provisions for the shuttle to pick up and return visitors both at Monticello and Montalto; areas to be designated for allowed parking can Montalto. provisions to restrict vehicular access to Montalto. Access to the buildings by emergency vehicles has been verified. However, the Fire Department has concerns regarding clearing of snow and ice on the access road_ The applicant has been requested to provide a written plan giving arrangements for snow and ice removal. ues#ion: Does the Plannigg Commission believe mare details, as mated by staff regarding the shuttle service and parking accommodariuns should be provided? Dins the Commission believe a wrifren plan giving arrungemerrfs,ior snow and ice remo vat should he Provided? 3, lssuc: The allowable density in the MHD is l house per 21 acres. The Dural Areas district allows 5 development rights on each lot, with the remarinder divided into 21- acre increments. The proposed scholar residences do not use these development nghts. Discussion: The applicants have not addressed potential residential density for this property. The Monticello historic District would allow 15 divisions to establish residencies an the properly. Although the potential for a greater lot yield exists in the RA, staff is concerned that the land in the IIrMHD should be protected from Future divisions. PC wsxUmian report l n ua Pagc 4 of 5 uestion: Shauld tine applicanr corn enit to limit residences to scholar residences only and restrict porential mrre residential divisions? 4_ Issue; Little is known about the property outside the project area limits, Discussion. A potential vineyard and expansion of the walking trail ort the remaining property has been discussed, but future plans for the remaining property have not been ltnaiized. The MHD would provide basic regulations regarding the uses on the balance o1'the property. However, as particulars for the use of the remaining property are not known without future commitments by the applicant, stafr`s opinion is that statements of what would and would not occur on the hillsides would he beneficial. Question: Weald the Planning Commission tike additional information and Commitments regarding the possible rises on the remainder of the propegy? RECOMMENDATION:. Staff requests that the Planning Commission review the proposed addition to the M anticello Historic District and give guidance regarding issues raised in this report, as well as arty additional items the Commission would like to see addressed_ ALEAC'HMENT ; A Summary of Feasibilil }, Studyfor Monralto Ady 2007 (Revised October 2007) B Montalto Zoning Map Amendment ?IL ns. 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We aPrprcciate Your collective guidance and the opportunity P you additional infanuation to assist -you with your e coy intent with and bP permitted b right in l justification for a finding that the uses outlined below ar As we discussed during our meeting, the Montalto propertY was once part of Thomas Jefferson on ly purchased Montalto in 1771, but like his Jefferson's vast land holdings. 1 other properfies, it was eventually sold to pay debts following his death. The p p private bands for over 170 yews, and was used foz a varee] ding a riety of different purposes, residence, rental property, and even briefly as a gift store when it was owned by the Brown faariiy in the 1950s and 1960s. As part of its ongoing efforts to preserve the historic and scenic from Monticello, and to further its mission of preservation and education, the nature of the views non - profit Thomas Jefferson Foundation, Inc. {th e "Foundation ") purchased Montalto in April, 2004. The acquisition also brought the-high main s l fiat eownetship with iVMon6cello C,lifile maunlain in Italian) to preserve Jefferson's g generations. Attachment A Prafrida 'CO orArran Page _.,/ of -� ! NORTH CAROL'" • Y11tG1NlA • WA5KJNGrON, ID-C, + 3 1 1�1C1 L,5ultC4W ��`,S,&VJ��jC211'. }Lf ref 4 -951.5 f7G�$04.i Attachment Page of WILLIAMS U I-LE:N October l9, 2007 page 2 For your reference I have included a short feanue about the Montalto property that was prepared by Wilham l.. B6swanger, the Robert H. Smith Director 0 f RestoratiOn for the Thomas ]efferson Foundation, just a few days after the Foundation acquired the Montalto property in April, 2004. This report helps to a plain the rich correction between Monticello and Montalto. For instance, it mentions that Jefferson "considered the possibility of construettng a badge at the gap between the two mount,�ins that the public road (the Thnsough1m) f rno Route 531 `may be made to pass so as not too cut off the corarnunicatiou between the lower and upper park gwunds."' Thus, Jefferson sought to physically connect the two mountaws. fr. Beiswanger's report also states that "Montalto, together with Pantops, Lego, Shadwell, Tufton, and Portobello, made up the panoply of 3efferson's vision of a rich and varied plantation landscape, always with Monticello at the hub." Because Montalto was under private owrnership for the majority of the time that the Foundation awned Monticello and other of Jefferson's properties (such as Ttiftan and Shadwel0, it is not unexpected to think of them separately. But it is important to consider the heritage of Montalto and the role that it played during Jefferson's tame, not just hoax the property has been used for the past 170 years. The Foundation has a dual mission of education and preservation. Since it was incorporated in 1923, the Foundation has steadily expanded its role as a museum and educational institution. Its facilities now include the house and gardens on nearly 2,304 acres of Jefferson's original 5,004 acres, and the Foundation operates a Department of Education that combines educational resources for school childrm teachers, and other adults interested in all things Jefferson. As noted on the Monticello web site, "in order to preserve Monticello, the departments of archaeology, buildings, curatorial, gardens and grounds, research, and restoration work together to maintain the house and landscape, research its original condition, and plan and implement special projects imperative for the protection of the estate and for its resturatiom" This work extends not just to Monticello proper, but also to the Tufton )Farm, I enwood, Sbadwell, and now the Montalto properties that compnse what is commonly referred to as "Monticello." since 1995, the Foundation has hosted over 220 scholars through a program of residential fellowships and travel grants_ The fellowships and grants are oprm to all scholars working on Jefferson related projects, and foreign nationals are particularly encoura ed to a ] Y� Information about several of the fellowship conferen�esj enclosed Foundation also hosts a number and p agrams each yeax focused on the life and times of Jefferson. In his day, Jefferson hosted a number of scholars, foreign dignitaries, and intellectual visionaries at the main house at Monticello, hinny of the uses proposed for Montalto are WILLIAMS MULLEN October 19, 2007 Page 3 ANachment Page 3 of currently being carried out at the Monticello property for lack of appropriate space On site. To better preserve the main residence, a World Heritage site, the Foundation prapuses to relocate many of these proposed uses to the Mantaltn prmperty. These events and other t= can be conducted in a more sensitive fash On at the Montaho praperry within its existing stmctuores. Relocating the proposed ores is consistent with the goals of the MM by promoting the preservation and enhancement of a unique historical site and in carrying out the restoration, preservation, conservation, research and business activities related to the operation of a historic house museum and historic site at Monticello- In addition, it is also consistent with the MED purpose and intent that MHD property be both owned by Jefferson and contain uses related to the operation of the historic site. All of the uses proposed for Montalto are uses that are related to the operation of the historic site. 1 hope this briefbackgroumd of the history of Montalto, and some basic information about the mission of the Foundation and how it feathers its goals or � the Mond oedpropert�� }You help you in your analysis of the uses the Foundation props asked that for each proposed use, that we clearly articulate how it is consistent with the purpose and intent of the MM, and what permitted use it is consistent with. References to the existing smwaucs and grounds are as shown in the excerpts from the "Feasibility Stud} for the Development of Montalto" which was enclosed with Michael Manhews' letter tc You of ALIgust 27, 2007. Pro used Xuses for t5e Montalto Pro erty: seminars )nferences Lectures and other Social Programs. AcadeQ►ic gatherings are a major vehicle for dassemkating scholarship about Jeff and highlighting the currency of Je 'ersonian princiPles in today's world. The Foundation proposes to use the maw house ai Montalto for small seminars, conferences, lectures and other i,' special programs pertaining to Jefferson, Monticello, and the current activities and operations of the Foundation. All iadWr activities will tape place within ex'sting structures in relatively modest sized areas. For Ccarnple, the proposed "Seminar A" and "Seminar " rnntns will contain 480 square feet and will hold just 46 participants each. The proposed "Seminar " room will contain 320 square feet and will hold just 32 participants. Most significamtt, bowever, the seminars and lectures wM not be open to the public, but rather wi11 be strictly by invitation only. This proposed use is consistent with the purpose and intent of permitting "education, programs, research and business activities" related to the operation of a historic house museum and historic site. The seminars, confeces, lectures and other special programs will all be about Jefferson, Monticello, Jeffersoa's other land holdings, the political Iandscape during ;i t 1 �x WILLIAMS MULt_.EN October 19, 2007 Page 4 Atrachment Page � of Jefferson's time, or similar issues. For example, recent conferences nave covered topics such 35 "Early Modem Virginia: A Symposium T New Thoughts on the Old Dominion; #' ' 1=Yistoric Plant Symposium: Great Gardeners T Great Plants;" and `"The Papers of Thou= Jefferson: Retirement series Conference." A new lectureltour is entitled "Indispensable for my Health ". Jefferson and Wine, which will explore Jefferson's exposure to European wines, his attempts to grow wine grapes at Monticello, the storage and service of wine at his home, and related topics. The "Jefferson In Depth" Lecture Series offers talks by Foundation staff experts an issues such as Jefferson's written legacy, his interest in wine, fasnilY life at MOnficrelle, he the of the into dependencies, medical practices on Mulberry low, and furniture making p• nferences, smWmars and lectures similar to those described herein will relate to the operation of Monticello as a historic house museum and historic site just as do the current and past conferenccs and lectures. This proposed use is consistent with Section 113.1 (1 )(a) (educational and research uses; . , classes, workshops, Iec#ures, programs, field schools and histary- related day camps), and with Section 11.3.1( 2) (temporary' events related to or supportive of the historic, educational or civic significance of Monticello). These temporary events relate to and are supportive of the historic, education and civic significance of Monticello because they will be addressing issues about Jefferson, Monticello and the Life and times of Jefferson. 2, Outdoor Events and G atberin s: The types of Outdoor events and gatherings envisioned include receptions, events such as the suer speakers' series, and the outdoor portions of Other seminars, conferences and meetings described in pam9raphs 1, 3 and 4 herein. This proposed use is consistent with the purpose and intent of "promoting the preservation and enhancement of a unique historical site" in that the activities will be in furtherance of the Foundation's mission of preservation of Jefferson's propmlies and education about Jefferson and his tunes. The preservatiOn and enhancement of the unique historical site that is Monticello and its swlrronnding properties could not Cake place were it not for the resources and activities of the Foundation and the generous contributions of time and resources by its supporters and Board members_ To that extent, the use of the Montalto property for outdoor events and gatherings of its Board members, receptions and other events that support the Foundation's efforts will promote the preservation and enhancement of this unique historical site. Similarly, the proposed use is consistent with the purpose of the business activities related to the Operation of a historic bouse museum and histOric site at Monticello. The uses related to the operation of bistoric site extend to the operations of the Foundation and its many activities, including the proposed outdoor events and gatherings. WILLIAMS MULLEN October l 9, 2007 Page 5 Attachment Page of This proposed use is consistent with Section 11.3,1(1)(a) (interpretive, educational and research uses; classes, workshops. lectures), Section 11 .3.1(2) {temporary events related to or supportive of the historic, educational or civic sigxdficance of Monticello, such as, but not limited to ...summer speakers series). 3. Bi- Annual Beard Meeting: The Foundation proposes to hold its biannual Board of Directors meetings at Montalto, likely in the main house. The current Board includes 16 distinguished individ"s from across the country, and its members advise the Foundation on all aspects of its operations and mission, $oard meetings usually consist of business meetings, but also meals, a reception and futures by Monticello staff. This proposed use is consistent with the purpose and intent of permiCting ` 'business aetivities related to the operation of a historic house museum and historic site at Monticello." The Fouudaficn's 6i- annual Board meetings are a critical part of the Foundation's operations, which are the crux of the business activities related to the house museum and historic site_ It is also consistent with the intent and purpose of promoting the `preservation and enhanc=e= of a unique historical site" in that the Foundation Board's mission is to preserve and enhance the historic site, This proposed use is permitted by Sec6on 11.3.1(1)(b) (administrative and support activities), and also by Section 11.3.1(2) (temporary events related to or supportive of the historic educational or civic significancc of Monticello) in that the bi- annual Board meeting will only take place twice one time per year, and that the meetings bete foster the Foundation's continued mission of history and preservation of the historic house museum and historic site. Finally, the pr posed use is permitted by Section 11.3.1(1)(a) (classes, workshops, lectures, programs) in that a Board business meeting is similar in nature to a class, lecture o: prngram- 4. Monticello Cabinet Meetings: Much like the F'oundation's Board ofDireetors meetings, the Monticello Cabinet meetings are proposed to take place at Montalto in furtherance of the purpose and intent of permitting education, programs, research and business activities related to the operation of historic house museum and historic site at Monticello. The Monticello Cabinet is a group of generous supporters of the mission of the Foundation, witbout wham the Foundation could not carry out its diverse efforts to advance its dual mission of educadonn and preservation of all things Iefferson. The Cabinet holds planning retreats annuaIly, and other events during the year to develop and foster sutpport for its initiatives. WILLIAMS MULLEN October 19.. 2007 Page Attachment Page ! of _;�f As such, the proposed use of the Montalto property for the Monticello Cabinet meetings is very similar to the proposal for Foundation Board meetings at Ivlontalta. This proposed use is consistent with the purpose and intent articulated in Section 11.1 of permitting' usiness activities related to the operation of a historic house museum and historic site at Monticello -" It is also consistent with the intent and purpose of promoting the " preservation and enhancement of a unique historical site" in that the Cabinet is a group of supporters of the Foundation's mission of preservation and education. So by supporting the Foundation, the Cabinet is supporting the Foundation's goals in furtherance of the purpose and intent of the MHD goals of permitting restoration, preservation, conservation, education, programs, research and business activities related to the operation of a historic house museum and historic site at Iviontkel #o. This proposed use is permitted by Section 11.3.1(1)(6) (administrative and support activities). And also by Section 11.3.1(2) (temporary events related to or supportive of the historic educational or civic significance of Monticello) in that the Foundation Cabinet retreats usually take place just once a year, and that the meetings help faster the Foundation's continued mission of history and prese vatiotn of the historic house museum and historic site. Finally, the proposed use is permitted by Section 11 .3 A 0 )(a) (classes, workshops, lectures, programs) in that a Cabinet business meeting is similar in nature to a class, Lecture of program. 5. Scholar lte5idences: imlar to Jefferson's vision for an "academical village" at the University OfVir inch, where students would live, learn and dine together and with their teachers, the Foundation proposes to use portions of the existing Montalto structures for eight to ten scholar residences for fellows and others studying Jefferson at Monticello. Jefferson knew that the benefits of living and studying together, and the cvllaborawa that would result, would enhance the learning experience for the entire intellectual community. Similar to the residences that are provided for fellows at the Robert H, Smith International center for Jefferson Studies at Kenwood, the Foundation proposes to renovate portions of the existing apa ent struomes at Montalto into small scholar residences that would be made available only to scholars working on Jefferson related projects and studying at Monticello. The on -site scholar residences w'il1 provide enhanced opportunities for the fellows and scholars to congregate, share ideas, collaborate, and generally be saturated in the surroundings of Jefferson. In addition, the residences will provide an opportunity for the fellows to pursue their researcb in proximity to the resources of the Jefferson Library, Foundation staff and experts, and other resources at Monticello. This will enable the Foundation to create an intellectual community similar to what Jefferson had always envisioned for Monticello. No expansion of the existing building footprint is required to provide the scholar residenoes, they will be located entirely within the existing structures. Attachment Page of WILLIAMS MULL EN October 19, 2007 Page 8 The proposed scholar residences are consistent with the purpose and intern of the N4HD to permit research activities related to the operation of a historic house museum and historic site- at Monticello, and to promote the preservation and enbancernenL of a unique historical site. The proposed scholar residences are permitted by Section 1 1.3.1(I )(a), in that the residences are an educational and research use since, they will only be available to the fellows and scholars in residence, and not to the general public. 6. Scholar Research Offices: Similar to the proposed sebola<r residences, the Foundation also proposes scholar research offices to provide work space for its fellows to carry out their research and other educational activities and to collaborate with one another. Like the scholar residences, the proposed scholar offices %ill enable the Foundation to create the type of intellectual community that deffersou had envisioned. The proposed office spaces will he located in a small portion of the main house anal in portions of the existing lower buildings on site that will be renovated. Like the residences, no new structures need be required for the creation of the scholar offices; the use can be carried out entirely in existing spaces that would be renovated to accommodate the proposed use. Also life the residences, the proposed scholar research offices are consistent with the purpose and intent of the MBD to permit research activities related to the operation of a historic house museum and historic site at Monticello, and to promote the preservation and enhancement of a unique historical site. The proposed scholar offices are permitted by Suction 11.3.1(1)(a), in that the residences are an educational and research use since they will only be available to the fellows and scholars in residence, and not to the general public. In addition, the offices are permitted by Section 11.3.1(1)(b) (aduiy Wsts-a#ive and support activities, and related support spades and offices). Edacatioua] Pro ., ramr, For K- and Adult (..,earners: The Foundation proposes to extend its current programming activities for schoolchildren and adult learners to the Montalto property. Current prog ram include the SumnxT Adventure Camps for Local Students (a day camp), "Hands On Learning Fours" at Monficello, and special tours and wor)ops for children and schools. The Foundation also coordinates special tours for student groups, conducts an Archaeological Field School for adults, and hosts a Historic Landscape Institute. The proposed uses for the Montalto property are consistent with the purpose and intent of the WED to pennit the education and programs related to the operation of a historic house museum and historic site at Monticello. Similarly, the operation of these educational programs at Montalto will promote the preservation and enhancement of a unique AA WILLIAMS MULLEN October 19, 2007 page 9 Attachment page -Z of tustotica] site, and involve uses related chitte torsi lcgac}� of Albemarle s$Oouaty, the nation and the unique clement of the historical and world. Tfic proposed uses are peczaittcid by SectiOlu 11�3�d demonstrations, arjs� fieldschools aryd and research uses; classes, workshops, lectures, programs history- related day camps, and a rhaeological laboratories). Ad Offiees The Foundation proposes tO use portioas of existing buildings at Montalto for admjnistrative office space, wlficb is consistent with the M HD purpose and intent of permitting the business activities related to the operation of a historic house museum and historic site at Monticello. ucb use is also consistent with the purpose of promoting the preservation and ea�anccment-of a unique historical site. The proposed use of the Montalto property far administrative office space is permitted by Section 113,1(1)(b) (administrative and support activities, including general administration, and related support spaces and offices). 9. Teieconfer met Center: As discussed in more detail in paragrVb 1 herein, the Foundation proposes to use portions of the existing Montalto property for a small Tele aference Center. This would enable programs in which Monticello scholar`s, staff, fe€io�vs, and other researchers could engage in simultaneous teleconferences with universities abroad and across the County. The only thing d.iffe 5t about such a wnferenre is that it would he linked to many other locatious to foster "distance learning„ and make the conferences, seminars and other activities at Monticell o available to a wider audience than is able to travel to Charlottesville. The teleconference center will enable mare people to benefit from the progratnrning at lvlonacello without the added traffic or other impacts. This proposed use is consistent with the MED purpose of permitting education, programs, research and business activities related to the operation of a historic house museum and historic site at Mon icello. It is also consistent with the purpose of preserving and mhancing a unique historical site, and it Will preserve significant tracts of agricultural and forestal land by being located entirely within existing suuctures_ Attachnien, WILLIAMS MULLEN Page of October 19, 2007 Page 10 This proposed use is gerraitted by Section 11A1(a) (interpretive, education and research uses; classes. workshops, lectures, programs and deruonstratiuns) l4, Dinin : Finally, the Foundation proposes to Offer limited dining facilities on site at the 1vlontoto property. The dining areas would not be open to the public, but rather would be limited to those partici WILLIAMS P•' M L L E October 19, 2007 Page 1 l Attachment Page of have any quest ons or comments about these issues, Or negwre any additional information, please do not hesitate to contact me at 951 -5709, cr Mike Matthews at 972 -7764. Sincerely, vl&t W x4r�'y Valerie W. Long Enc los=s CC' Mike Matthews, Matthews Development Couapan , LLC t at Imhoff, 'Thomas Jefferson Foundation, Inc- G17 LIM7 Attachment Page a of MONTALTO On March 24, 1771 Thomas Jefferson recorded in his Meruvrand'am Bank that he was to mceive from Edward Carter "as much of his nearest mountain as can he seen from mine, and 100 yds. beyond the line of sight...." The 483 acres of the High Mountain that be -was eager to acquire adjoins Monticello to the south- southwest and, at an elevation of 1,278, towers above it by 410 feet. Jefferson Italianized the local name, as he did his own "little mountain," and called it Montalto. During the late 1770s or early 1780s ]efferson considered cro Am ng the summit with an observation tower. The tnost ambitious design was for a masonry structure rising through four diminishing cubes to a height of 120 feet_ A single room heated by a fireplace was to be witlnim the uppermost cube. Froln here steps led to a roof enclosed with a crenellated parapet and floored with two €r,-et ofcarth. Nowhere is it revealed what he intended to cultivate. In another scheme the tower is shown rising 107 feet in five graduated stories with the uppermost story a domed cupola based on a plate from James Gibbs' Soak afrirchiiecture, which Jefferson purchased in December, 1779. The bread side of this rectangular structure was to face mouticeno with the windows aligned so that those in front would be "so much lowest as to direct the lie of sight to Monticello." But Jefferson cuncludecL "A Column will be preferable to any thing else. It should be 200 f hi , & have a hallow of S. f. in the cuter for stairs to run up. On the top of the capital a ballustrading." None of these was ever built. But over the gears Jefferson explored other ideas that would capitalize on a landmark so prominent ir, his viewshed. Ia his "G=erm ideas for the improvement of Monticello," dating from about 1805, he thought of two possibilities for tapping a spring c n the mountain. In otne scheme water would be piped by gravity to ponds located on the summit of Monticellc. in the other, the water would "fall over steps of s#. n in cascade, made visible at Monticello through vista," He even considered the possibility of constructing a bridge at the gap between the two rrtountains so that the public road (the Thoroughfare) "may be made to pass so as not to cut off the communication between the lower & upper park grounds_„ Jefferson envisioned that all of IVionticello on the ❑orth side below the entrance at the Thoroughfare and aU of Montalto would be %`converted" into extensive "P ark & riding grounds,,, And descriptions of Montalto in his day suggest that the mountainside was laargeiy +ovded. Irt 1814 Francis galley Gray apProached ivlon� cello along the 'I"horaugbfare and remarked, "The sides of both these hills and the valley between them are covered with a noble forest of oaks in all stages of growth and of decay." it should not surprise us that Jefferson never gave up the idea of a tower. "When considering an observatory for the [university of ir&a, he could not resist Pointing out that %Nuntalto for example" would be better than the site purchased, "because of it's command of the fine horizon to the East" Indeed the views from this mountain arc superb, whether to the west toward Charlottesville with the Blue Ridge as a backdrop, or to the north overlooking Monticello, and surely to the east where, on the same iatitude, we arc reminded that the next mountain range above sea level is far off in Portugal- Montalto, together -Aith Pantops, Lego, Shadwell, Tufton, and PortabeHo, made up the panoply of Jefferson's vision of a rich and varied plantation landscape, always with 3vf013ticelio at the hub. All #his was lost after his death, when land was sold to help settle debts. On April 20, 2004, 172 years after the saic of the property, the Thomas Attachment e- 2 Page, of Jcff`erson Foundation reunited 334 acres of the Mcintalto tract with the famous little mountain to the north. VWilli= L. Beiswanger Robert H. Smith T?ircztor of Restoration April 27, 2004 Attachment Page of ,4 Printer Friendly Vers,011 Page I of 3 Home # Research & Collections * Feliowships � Attachment Fellows, 2003 -2-004 Page�of Gilder Lehrman Research Fellow Leonard J. 5adoslcy, tJnhfV51ty of Virginia wRevolutlonary f Intellectual � Cultural American Dipamacy with Europe an d American Indians in the Age o F at�klin and Jefferson" Coca -Cola International Fellows Luigi Marco Bssssnt, Unlversity of Milan, Italy I.Tho Jefferson's PoIIticaI Thor;ght" Aki Nikolai iC011iomaki, University of Galifornla, Santa Cruz "'The Most God - provoking Democrats on This Side of Hell': Th e united Irishmen in the Early American Republic' Peter Nlicolaisen, Professor (ern.)r University of Flensburg, Germany "]efferson and the Dutch Patriots" wrsiten Phimister, University of Edinburgh, United Kingdom "Religion and the Antifederalists" Finn Pollard, University of Edinburgh, Scotland In Search of 'this new mars, the American': literary Concepts of American NatiOnal Identity, 1762 -1632" Cassandra Pybus, Sydney tJniverslty, Australia "'lack Caesar," which da h small cohort African-American ex-slaves, Including .Some Virginians, t P rted toBotanyBay n799t establish asettlemeron Australia's east coast. Hannah Spahn, Free University, Berlin, Germany "]efferson's Visicn of the Future and the Dialectics of the Master -Slave Relationship" Short -term Fellows Thomas M. Allen, University of Richmond 'A Republic In Time: History, Modernity, and Svciat Imagination in Nineteenth - Century America" Page 2 of 3 printer Friendly Versi= Thomas Baughn, Catholic University of America pppcumenting the Hjst❑ricaI Development of Thomas Jefferson's Libraries with the Four7ding Era Libraries Database" Keitlh Beutler, I aOington University in St. Louis, Missouri Monticello and Historicized Mnernonics in the Eariy American Republic, 182-6 -1840° Natalie Bober Prevision of ,Thornas Jefferson: Man on a Mountain" Andrew Burstein, University of Tulsa "aerferson in Retirement Kerry Dean Carso, Jarnes Madison University "Thorna� Jefferson's Follies; A Cultural History" Alan Pell Crawford, independent Scholar, Richmond, Virginia °How the experience of Thomas Jefferson's retirement years altered his political philosophy, leading to his greatest -yet unrecognized- ccntritkution to Americarn pollticaI thought" (for publication by Ranoorn House), Charles T. Cullen, Newberry Libraryr President and Libranan Jefferson's Dinner List, 1804 -1809 Nancy Isenberg, University of Tulsa The Sexual politics of Aaron Burr" Richard Samuelson, Center for Irt and Study afyHuman Settlement and Historical change, National University Topic to be Announced Albert Louis Zambone, University of oxford, St, Cross College, United Kingdom "'According to their u�al custom'. Popular Anglicanism in Coloniallirglnia, 188- 1776„ D ACS Fellows Barbara Heath, Corporation for Jefferson's Poplar Forest leffers.n's poplar Forest in the Digital Archaeological Archive of Comparative Slavery Douglas Sanford, Mary Washington College Stratford Hall in the Digital Archaeological Archive of Comparative Slavery Thomas Jefferson f=oundation Dissertation Scholar Cheryl Collins, university of Virginia "A Note on Confederacies: Sister States, Sl>nling System, 1776 -1800" Rivalries, and the American State Attachment P a q e ZL of Printer Frie rndly Version Travel Grants Page 3 of 3 Chad Keller, Savannah College of Art and Design - Campoter -aided visualizations and Interactive multimedia tools as applied to hestnric preservatiOn" Mary Lou Reker, Digital Reference Librarian, Llhrary of Congress "A Look at they I3otanlcal Aspects of the Lewis & Clark Expedition as Inspired by Thomas j effe rson" f4artin Ciagett, Virginia Commonwealth University "William Small, Jefferson's professor at the College of Wiltiam and Mary" A iisL of f=ellows from 1995 -2-003 is also available, m►,r�tr��o.txr4L� flews f fe Printed from. =P--'1 off M OnYaAml Attachment Page /Z of Page 1 of 1 printiarFriendly Ve "I"' Horne " Research & Cullettiorls'k Fellowships and Travel Grants since 1985, the Thor'na5 ]efl=ef residential fellowships and travel g ants scholars tht -ough a prograrn o F the Robert H. grants are open International t call scholars working on � fFerson Fellowships and g projects and are awarded on a co e Foreign nationals r particularly encouraged to apply. Rs dentlal accommodation may heavailable an a limlted basis. The International Center r_urrently has three Fellowship and grant PTO grarns available- . The Gilder Legman Junior Research Fello sh[P . short -term Fellowships for Jefferson-related projects * Fellowships for pAACS- related projects . E3arringer Research Fellowships for Teachers of American H•1story • Travel Grants for Jefferson- related projects • Joint I++ircFleii Center American Studies Center Colonial liiiamsburg Fellowships .Apple nts s3pu d ca kaGt the McNeil oCa a Wiliiamsb0rg- The details are available From their web sites. http.11 w.mceas.orgf and http . J /www . h i sto ry. org/Hlista ry1 jd Owe b/ fei lowsh i psi Feitows h l ps . cfm. A ilst of recent 10S Fellows and Travel Grant recipients Is available. Long-term felitowshlps are supported by The Gilder Lehrman Institute of American History, Short-term fellowships underwritten �nd First Union National et3anl� of established for this purpose by the Batten Foundation Virglnla. Printed from: trot ;11wVvw rr�on is i� re arch fe1! hi r htrr�# Attachment Page Aof_�L Page I of 1 Printer Friendly V=1013 Home m Research & Colleibns * Fellowships Gilder Lehrman Junior Research Fellowship These fellowships are are open to scholars topics directly , plated to 1'#�oma`s ] fferislot�, elevate their time to research and writing on his times, and legacy. The award is intended �o to support candidat s who opropose tollu undertake manuscript, but consideration will be given original research. The fellowship carries a stipeni�of $3,0nn Librar y d will be tin held t pa will mlpate provided with an office in the Foundation s ]efl`er5 Conferences, seminars, and other scholarly activities organized by the ICIS, The In the University of Virginia Se � w�ur ng Ith�Irtresiden�ie5, fellows are expected to deliver an 3effersonian America informal 45- minute talk on their projects. Applicants should submit a book-length ra h summary af the project, and, prospectj�+ef the project: (2,000 words), acne -pa 9 should be sent directly timetable for Completion of the project Three deadline of ovembe 1. The a and will be 10S at the address below. The application made no later than the following February I. Address all materials to', Fellowship Committee, Robert H. SMIth International Center for Jefferson Studies Montkeeilo Post Office Box 316 Charlottesville, Virginia 22902 USA 'Telephone {434) 984 -7500 Fax (434) 296 -1992 This Fellowship is supported by The Gilder Lehrman institute of American History. prfrried from: h w>v 1C !�0 r res re fie# w hi s f {der. trra Attachment Page/ of Page 1 ol- 1 Frinter Friendly V -""c)n Houle » Research & Wlectlur►s Peliowships " Fello ships for Jefferson- related projects Fellowsh Ps, L13r1T0Ft!11L-1;-f +.-- --r -- short -term wvficrng Orr 3eff�i-san- Short -terra fellowships are awarded for cholars fram anyt o� nkryee or four months o doctoral candidates and postdoctoral s will be reserved for related research topics in related projects, At leapt one fealowship far fellows using the Digital Archaeological African- America Hj5to Sand Ln archaeology Archive of Carne Fellows are expected to be in residence at the Robert H. Smith Internaaff al research far Fell where they will have access toionticeilo's expeft staff and r25Barch Jefferson Studies, well as those of the University of Virginia. During holdings at the lefer5on hrexYected to deliver an informal 45 minute talk on their their resiriencles, projects. fellowship awards carry a stip�i7d of $2,OQ0 per month plus pre- The short-term ro+�ad travel approved travel costs for scholars from the p00teer�rtonthapls pre- appThe International Fellowship awards include a stipend for , posts, Residential aCCOmmodation may tbk�e�r own car or hllcre `aecabasis. It is recommended that fellows either bring licants houid submit a succinct descri ti Onresumer T err fe erlc s ShO� d be s)enk ,,e o the project, arti "catlon one - paragraph surrrmary directly to the Center at the address leer 1 elaw. Awards are made twice year�y;Pl deadlines ara April I and Novem Address ail mater "alia to. Fellowship Committee Robert H. Smith international Center forefFersan stud ie s b TAOnticella P0 5t Office Box 315 miarinttesville, Virginia 22902- USA 'Telephone (434) 994 -7500 Fax (434) 296 -1991- — - -�� rt_te,m fe,jawshrps and tmvel gr rrts are Firs t Union Natjona Bank of Virgin B 5h the f3atter� Foundation and for this purpose b}� Frrted from:,m n rc f� r+ o.orrlesa le � Attachment Page of q Page 1 of printer Friendly Verson Home )b Research & Collections *f=ellowships �, Sholrt -Teruel FeIiowships for the Digital Archaeological Archive of Comparative Slavery several of the general short-i m ireil the greater Cheapeakecre o nand wlhose work work focuses on issues of sla ry would benefit from the use of the Di(jital infa eologin on Arcoive of Comparative Siavery the archive, phase see http: // uww.daacs.org. Short -terrn fellowships are awarded for periods of ore, two, three or four rncrith5 W doctor-al can�didaatescard a pas #doctoraC scholars from Y ed traveC stipend of $2,000 per rnornth plus p fe- appra�+ costs for scholars from the CJNtea states and Canada. far $3,1 00 per month The International Fellowshlp awards include a SUPe th and pre - approved travel cosl~s. Residential accommodation may be available on a limited basks. Fellows are expected to sea e made for work acarrriedron elsehee� Fell ors have access feilOWShipr ar+d no award to Monticellds expert sta University n Virginia. a. ICJSJDAAC5 t feilows will be provided o the Alderman UbrarY at t he University with work space as well as acress deliver an informal 45 mina a talk on their r projects. residencies, fellows are ep Applicants s~~nuld submit one copy of a succinct description one paragraph ae summary Of the including how archive dales will io use please arrange sfor two references tc be sent directly project, and a r6sume. 10 addition! to the Center at the address below. Deadlines for Applications; 1 April Announcement of awards will be made no later than 1 June. Address all materials to: 1'eClowship Comrnittee Robert H. Smith International Center for ]efferson Studies t4onticel10 Past office 13ox 3115 Charlottesville, Virginia USA Attention. ]illian Gabe ,a,p�lication questions should be ra�i�e laveryiii434-9B4-9873, ct Manager, The Digital Archaeological Archive of Comps _ -- -.— - - -- - -�~ Attactrrnent Sort -tem fellow5hip_5 and travel grants are under ritt r+ by endow, Pagq2L of p,inter Friendly Version for this Purpose by the 83tterr Foundation and Fast Union National Bark Of rrginJ13, arld by a grant from The Coca - oia COM08", Printed from.- Attachment — Page of Page 2 of 2 Examples of fellowships offering housing: American Antiquarian SiDeiety5 Massachusetts The Ameri can Antiquarian Society is an independent research library founded in 1812 i housed in a colonial mansion on the farm, which has five bedrooms to house up to five fellows at a time, Other independent scholars maY stay in the mansion for a few days. Library Compainy of Philadelphia The Library COmPany Of Philadelphia is Amerira's oldest cultural institution. It was found$d in 1731 by Bezrjamin FTanka as a su s lan in�e�perrdeat rsearch � elders, as it is to this day. The Library Colapany of Philadelphia r,oncerttrating on American society and cua anduth nation, offering comprehensive reader es a diverse constituency throughout Philadelphia services., an interaatiosxally renowned fellowship pTogrwn, an online public acoess catalog, and regular exhihitions and public programs• The assett House, The Library Company's 10110" residence. is located next door. It is a live -story townhouse built in 1883 that has recentl }' been renovated to s arens,1and living research center, with offices, study carrels, seminar and rueeting rooms, public accommodations for short -term fellows. tra#ford Halo Plantation, Virginia f the Canfedcrate Array, was born at Stratford mall in ciation was l�abert E. Lee, the fw<athhre g 1807, in 1929, the Robert E. Lee Memorial antatio vrhicl� coonststs of 1,600 acres. or ,am lion and puie od Stratford Hall Pl tratfor`d Ball offers two acrd three week seminars for teachers of history and sao l dies grades faun through twelve and museum educators employed in a public history setting. Through lectures, discussions, field trips, readings and projects, the participants %All have the unique opportunit3' to interact with historians iU the field enabling them to. gain new insights. What sets the seminars art from mere book studies is the singular a pereaee of learning within the historical setting of Stratford Hall Plantation, including the iessie Bali DuPont Memorial Library. Seminar Pardcipants are horsed near the historic area at Stratford and will take their rneals in the scenic plantation dining room nearby. A#ta c.h rn a nt Page Z� of ALBE.V -41 XLE COUNTY CODE CHARTER IS ZONING SECTION 11 MONT[CELLO HISTORIC DISTRICT, M11D Sections: 11.1 iNTFNT AND rURPOSE, WHERE PrR-mrrrFD 11.2 STATUS AS A PLANNED DEVELOFMENT 0ISTRICT 11.3 PERMITTED USES 11.3.1, BY RIGHT USES 11.3.2 BY SPECIAL USE PERMIT 11.4 RJEGIJLATIOiti OF UEVELORiw1E(� T 11.1, INTENT AND FVRPOSE, W ItVRE PERMITTED The intent and purpose of the #vlonticello Historic District {hercinaflar referred tr) as "N(H13 ") is to crease a planned historic district. To permit restoration, preservatiat+, conservation, cducation, programs. research and business activities related to the operation of a historic hokiw museum and historic site at Monticello: To promote the preservation and enhancement of a unjQUe historical site; To preserve significant leads of agrir-ultural and forestal land: To be a district shat is unique to those parcels which both belonged to Thomas JMersan and contain uses related W the operation of the historic site, in recognition of_ the importance of Thomas Jefferson to the history of Albemarle County: the irr}portatsce of Monticello to the repulaticm, ,duration, and c onorny of Albemarle County. Monticello a$ a unique cicrtrent of the historical and arebitcatural Icgacv of Albemarlc County, the nation, and the world, tis recognized by its inclusion on the Wmld Heritage list adminisrcred by the United NlatiorIs Educational, Scientific, and Cultural Organization, Reslcration or rt- crastlon of JcffmQn -era structures at landscape features, and then subsequent interpretive usc, shall be regulated only to the extent neoassar}° td protart publ4c health and safety. (Ord, 05-18(5),6-9-05) 11.2 STATUS AS A PLANNED DEVELOPMENT DISTRICT The MHD is ti planned development district INithin the meaning of section 8 of this chapter, and shall not be construed to be an agricultural zoning district or a district in which agricultural, hortirfubuml or forestal uses are dominant. (Ord. 05- 18(5), 6 -8-05) Attachment 18 -11 -I Page 1 ai ALREMARLE COVNTY CODE 11.3 PERM i rED USES The following tLtes shall he pertnitted in thr MHD, subject 10 the rCguiations in this sec-ion and section 8 Of this chapter, the approved application plan, and env acceptcd proffers= {Ord. 05-18(5). 6-8-05) 11.3.1 8Y RIG HT USES The following usesshall be permitted by right in lie MHD- 1 _ Uses relating to the operation of Monfictl 10 as a historic house musc Urn and historic site M follows; a. Interpretative. educational and research usts such as tours, interpretive signs, walking paths. displays end exhibits; classes. workshops, iectuYes, programs and drmonslrmions; field Schools and history- related day camps; and archatological laboratories. b. Administrative and support activities including visitor ticketing and shutttr bus operations, maintenance operations. equipment storage, vehicle maintenance end refueling, security and gcnLral administiation, and related support spaces and o ff ct& k. Visitor amenities including: parking lots; traVClWays; pubic restroorrts; fops and drink preparation and vending; picnic afros; walking paths and pecicstrian bridges. Cl. Display and sale of products relatcd to Thomas Jefferson and the Fislary Of Monticello. e. Other uses not expressly delineated in subsection I (a) through (d) authar4nd by the zoning administrator after consultation with thr director of planning and other appropriate officials; provided that tote use shall be consistent with the express purpose and intent of the I' HD. similar to the uses delineated in this subsection in charattrs. Ioeational foquircmcnts, opere ivnal characterMcs, vj%usl impact. and traffic genermion, t Temporary events relatcd to or supportive of the historic, educational or civic significance ofMonticello. such as, but not limited to the N muralization C:eremi�ny an the Fourth of July, Thomas Jefferson's Birthday celebration, summer speakers series, presidential Gnaugural evens, acid =mInemorative events similar to the Lewis and Clark biccritumial. 3. Display and sale or gifts. souvenirs, crafts. load. and horticultural and agrituhural Products, including outdoor storage and disp]ay of horticultural and agricultural products, including wayside stands for display and sale of agricultural products produced On the premises (reference 5,1.19). 4. Establishnsrnt and changes to structures shown on the approved application plan_ a- Modification, improvement, expansion, or demolition or "modern structures„ existing on thr effective date of this section 11, b. Modification, improvement, re- rrt;atian. or restoration (including expansion) of "historic or interpretive str MUrea." IS-H-.2 Attachment a Page 2 of ALBEMARLE COVIV77 CODE Egablishrnent of "new primary stnertutes ar features" identified as sumh an thr approved application plan, 51 Cemeteries_ . Detsche4 single - family dwellings. including guest cottages and rental of the same. 7, idm-by -side duplexes; provided that density is maintained and providrd that buildings are located so that each unit could be provided with a lot meeting all other mquirements for detached single - family dwellings except far side yards at thr common wall_ Other two- family dwellings shall be permitted provided denstty is maintained. 8. Agriculture, forestry, sod G .Shery uses except es otherwise expressly providrd. 9. Game preserves, wildlife sanctuaries and fishery uses. 10. Electric, gas, oil and cornrnunicalion facilities excluding cower structures and including pfllas, lines, treatsformers, pipes. maters and - elated facilities far distiibutton of heal service and owned and operated by a public utility. Water distribution and sewerage collection lines, pumping stations and appurtenances owned and operated by the Albemarle County Service Authority_ Except as otherwise expresslY provided, central water supplies and central sewerage systems in aanforrn=cc with Chapter 16 of the Cade ofAftmarle and all other applicable laws_ 11. Accessory uses and structures including hmt orcupatian, Class A (reference 5.2) and storage buiwings. 11 Temporary construction uses {reference 5.1.19',_ 13. Public uses and buildings including utnporary or mobile facilities such as st±hoals, Ofr-rces, Parks, playgrounds and roads funded. uwned or operated by local, stale or federal agencies (reference 31.2.5); public water and sewer transmission, main or trunk lines, treatment facilities, pumping stations and the like, awned andlar operated by the Rivanna Water and Sewer Authority (reference 31,15; 5.1,12). 14. Temporary sawmill {reference 5.1.15 and subject to perfannance standards in 4.141. Is. Agricultural smaicr flccupaticn (subject to perfonnance siandards in 4.14)r 16, Divisions of lend in accordance with section 1.03- P. Tourist lodging (reference 5.1.17). lg_ Mobilc homes, individual, qualifying under the fallowing requirements (rcferenCe 5.6 ?: s, A property owner residing on the premises in a permanent home wishes to place a mobile borne on such Pnaperty in order to maintain a full -tune agricultural employeer b. bum to the destruction of a permukrlent home an emergency exists. A permit can be issued in this event not to exceed twelve (12) months_ The wing administrator shall be authorized to issue permits in accordance with the intent of this ordinance and shall be authorized to require or seek any information which be rosy dctarmine necessary in making n determination of mace$ "a" and "b" of the aforementioned uses. 18 -11 -3 Attachment Page , of r1LE"ARLE C'OUIVTY CODE 19. Fitrrrt winery {reference 5.1.2'51, 20. Borrow arcs, borrow pit, not exceeding sn aggregate volume of fifty theusand (50,000) cubic w arils including al I borrow pits and borrow areas on any one parcel of record on the adoption date of this provision (reference 5.128). 21. Commercial stable trcrerence 5.1.43). 22, Stormwater management facilities showp on an approvrd final site plan or subdivision plat. 23- Tier 1 and Tier 11 personal wireless service facilities (refcrenrx 5.1. 4), (Ord. 05- 18 (5). 6.5 -45) 11.3.2 BY SPECIAL US 1PFRMIT The following uses shall be pernlived by special use permit in the MHD= 1, Farrn safes (reference Section 5- 1.35). 2. private helistop (reference $ecdon 5.1.01)- 3. Comm wxcial fruit or agricultural produce puking plants - 4, Flood control darns or impoundments. 5- Concerts (such as performances by th! Charlottesville Symphony Orchestra and the~ Charb t ,svillc Municipal Sand), theater, and outdoor dram events open to the general public, not otherwise permit" by right under section 1 1.3.1 (2). 6, Homc occupations Class B. 7, Boat landings and canoe livery. (Ord. 05-19(5)16-9-05.) 11.4 REGULATION OF DEVELOPMENT in order io protect the county's historic resources and the rural character of surrounding lands. all uses and structures shall be suhject to an approved application plan, t}rtd to scotions 4, 5, 8 and 32 of this rhapter, including such regulations as may be waived or modified pursuant to section 9.2. In addi iom $- Demily. Density shall not exceed one dwelling unit per twenty -one (21) acres and the minimum lot si re shal l be twenty -onz (2 1) acres. b. strutrure .4elghr The maximum stmcture height established in the standards fflr devci ❑pment required by section 8.5.1(d) 11) of this chapter shall not exceed forty -rive (45) feet. c. 1'crds, The minimum yards established in the swdards ror development required by section 9.5 -'I (d)(11) or this ohaptcr shall root be less than the minimum yards provided in section 21.7, except as i5therwisc provided on the application plan. (Ord. 05-18 (5), 6-8 -05) 19 -11-4 Attach t7 en t Page 51 of h rt Review comments ppcaton = M 7 ProjeCl Name:LMonta" We Completed: 11f2&20D7 Reviewer Gary Whelan Ai:sA Re%oiewStatus' Pending Revwws Commends- FThis project is not in the AC SA junsdicoonal area for water and sewer service, We have no comment Attachment Page of ` G. M- Whelan, L Civil Engineer Albemarle County Service Au llority 16E Spotriap Road k Charlotte svilie. VA 22911 (434) 977-4511 Fax; (434) 97998 Daze Completed: 1 Sl2912p07 Revlevmr. Glenn Hrzioks Engineer Z& Review status: Pending _ Reviews CGi rnen%: 1- Safety Improvement along the entrance road are recommended. Aa a min 1murn, these should take the form of barriers or guardrails along the roadway 2. The water and sewer system may qualify as central systems under County Code section 15 -101. Please have the applkcant consult Matt and .subsequent secbons for details. if this is the case, it is recommended that inform Pon and plans be submitted for review with the ZMA. Date Completed: IM712007 Reviewer James Barter Fire Rescue Review Sta1u5 No Objet ion Reviews Commanls 1Jeriiy adequga #e, continuous emergency vehicle access well tse prov6ded, Date Completed: 01114�2i708 Reviewer, James Barber Fire Rescue Review StalU97. No objection Attachment Page of ` Reviews COMMEDIS: date Completed Royiewer Review Status: reviews COmments' Date completed' Renewer, Review Status. Reviews onvMMS: Date Completed Reviewer Review Status: FJre suppression equipment (engines, tankers aerial dgs, etc.) are provided by Mbemarte County. I have been able to verify this equipment can access the properly using the existing d6vew'�Iy. I do have a coneem which remains to be addressed: who wall clear the driveway in inclement weather? I would tike for the developer to give this issue some consideration and submit a written plan addressing who would be responsible far this and howfwhen such a clearing operaUOn would occur_ J spoke with Mr- IM atthews about this dunng our tour and have not seen a draft of the plan. I .hirlK this is something we will be able to resolve and therefore have no abjection to this project proceeding_ Let me know if you have questions. James F Barber ,assistant C Ne €, Prevention County of Alberriade Department of FireMescue 460 Stageccach Road, Suite F Charlottesville. VA 22902 -E499 Pty- (434) 296 -5833 Fax (434) 972 -4123 E -mail: JBarber Albemarie,org VVetr, www.ACFireRescue . org 1211012007 Joel DeNunzio No Objection Qo comments VDOT 111812007 Jay Schlothauer Inspections No Objection Note, Al some point, the existing buildings, which are scheduled for re -use, will have to be evalt,ated for code compliance by this office_ 1211212007 Jahn Shepherd Pending Planner Z &CO rounty of Albemarle Attachment + Page Z of Reviews Comments- pate Comoeled Reviewer comments are offered On behalf of the Current development divlston, s proposai may require the following waivers or mpolficaMns_ It is teCOmnwnded that these by Dived at the rezoning stage. 32-.7,2,7 The aeCe$s road must be determined to provide safe and convenieril access as determined by the County Engineer, 4-12-16 requires that the parking lots with more than four spaces must be paved. The Counly Engineer may modify this requirement, 1 MU2007 Marcia rot Ntatisze wriki Review Status No Objection Reviews Gommmki: I This propOSSI Is not e ARB have an impact on the Route *63 Enuancte Corridor. Date Compieied 12}13=7 Reviemm: Ron Higgins Building Code Zoning Review Status: Pending Reviews Commenter -- Apartment Use {a -10 una), While it is possible for ihisto be covim red as an ancesSOry use or 'other thal the applicants submit a ZTA that would specify use" under Section 11.3_1,e,. vue would recommend Mr. use as an accessory use (narrowly defined) In the MH0_ —Safe & Convenient Access: The PC will likely need to waive some of the standards Far this, including on -site parking design (32,7,2,7) and such charactensucs as grade, curvature. wrdth and any tither items withal to ernergeney access, wtlh consultation with f=irelRes�'uas ofFcials. -- Central Well & Central Septic= The BOS will need is approve this as per County Code, Chapter 16. —parking Lot Surface; The County EnglnLer will need to approve the alternate surface for the parking area described as "cobble & brick" (4.12. rta, a,). i— Entmnce- VD07 approval for access for the private road {32,7.3} required. parking Provided: Using the figures provided in the application for 8 apartments, the office space and `assembly space, I get a parking requirement of 148 spaces_ The concept plans show 31 spaces On !site, They W11 creed to request modifications or waivers under the parking Ordinance which will require 8 parking study, trip generation analysis and demonsiratipn of how parking needs are to be met for re alit uses and spec!$! events �4.1�), f atta ompbiad 1 iIMD07 Reviewer Tamara Ambler Planning Review Status No Objection Reviews Corrimenis: I No water resources noted_ No LUST sites (that told impact potable wells) within 2,000 feet. No Attachment page 2 of rAipnry fiF Alher"aft Attachment `fr Page of COUNTY OF ALBEi1+1[ARLE Department of Planning & Community Development 401 Mcimirc Road, North Whig Charlottesville, Virginia 22902 -4596 (434) 296 - 5823 Ext.4572 Fax (434) 972 — 4012 MEMORANDUM TD' Joan McDowell FROM: Julie Mahon DATE; Dzcernber 7, 2007 RE. ZMA 2007.00023 Monraho (Monticello Historic District Expansion) — Historic Resources review The above referenced submittal has k-en reviewed for possible impact to known historic architecrural resources and known or potential archaeological resources with the following tesuIts: idontaho (002- 1053), built c. 1905 -1915, is located within the project area on Tax Map 77. Parcel 31, and is historic (50 years or oldtr ). The Virginia Department of Historic Resources' (DI•{R) Historic Resource Data Sharing System (D S) has the following individual historic architwuratl and /ar archaeological sites identified on parcels adjacent td or within one -mice of the project area: s. 402 -4050 (TMP 78 -22) Monticello c. 1769 dwelling, World Herilage List, National Historic Landmark, Nationai Register of 1-list,oric Places. Virginia. Landmarks Register. b. 002 -1054 (TMP 78 -22) Monticello Gatekeeper's Lodge c. 002 -0862 (TMP 78 -25) c- 1939 dwelling d. 402 -1821 Hour . Route 53 c. 1800 log and brick structure e. 002 -0619 Lyman House, Blue Ridge .Sanararrum c- 1875 r 002 -0481 Marquis c. 1850 g. 402 -0479 Locust Moumain Farm a,1840 h. 002-0099 Ash Lawn-Highland c. 1793, National Register of Historic Places. Virginia Landmarks Register i. 002 -4093 Michir Tavem c.1772, Virginia Landmarks Register j, 002 -0930 filue Ridge Sanaiarium Chapel c. 1925 k. 002 -081x2 Kenwood c. 1939 1. 002-0619 Blare Ridge .Him riral c. 1926 m. 002 -0480 Sunnn!vefils c. 1$33 The 5ubjact area is located within the boundary of the Southern Albemarle Rural Historic Dist. -ict (402 -5045) which includes notable properties such as Motnftcella and Ash Lawry- Highland, and meets all four criteria for histotit significance (A - Patients of History; B - Significant Person: C - Architecture; and D - Archaeological Potential) under the Secretary or the Interioes Standards for the Treatment of Historic Properties. The Proposed rezoning of Monralro embodies Albemarle Ceunt}r'S commitment to the preservation of its historic re- sources th rough identification and recognition of valuable buildings, structures, landscapes, siteMs and districts which have historical, architectural, nrchaeoftical or cultural significance. Furthermore, this proposal refl=ts the Flisioric Preservation Plan's cbiective to pursue additional protective measstres as#d incentives to preserve AIbernarle's historic and archaeological resources in order to foster pride in the Count) and maintain the County's character, The proposed expansion of the Monticello hrisrorrc District will allow the Thomas Jefferson Foundation, Inc. and nDmas Jefferson Foundation Realty, LLC to con iinue to demonstrate their dedication to continued scholarly research reflectivt: of Thomas JefFer -&an's own visions. Conversely, we have no abjection to the proposed rezoning. ZMA 2007-23 Montalto Waivers In recognition of the sensitivity of the Montalto grounds, every efrort has been trade to minimize disturbarce, preserve existing vegetation. and to confine proposed uses to existing strictures. Waivers are being requested at this time as a result of the detailed study that has already occurred of the site features, 'these studies were necessary to satisfy the Foundation and its design tearn that the plans were feasible, practieal, sensitive. and aesthetically appropriate. Additionally, the Foundation's ability to implement and comply with the Application Plan is predicated on the granting of these waivers_ Three waivers are requested: A waiver pursuant to section 4.2.5 to perrnit the disturbance of critical slopes in areas depicted on the attached exhibit to allow a sensitive development plan that rese is existing site features and confines proposed uses of the property to existing %tructures; 2- Pursuant to section 4.1 . ,e, a ntaiver of the requirements of 4.12,17.a, maximurn grades for travelways, in the areas depicted on the attached exhibit, to allow- a more sensitive development plan that respects existing site features. 3_ Pursuant to section 4.12.15.2, County Engineer approval for surface materials for the sccess aisles serving approximately 8 parking spaces along the "Prornenatie% and for surface materials for such parking spaces, #ll: Critical slopes The arras inhere the Proposed site work would disturb or create critical slopes regulated by section 4-2 are located at the eastern edge of the traffic circle, on the east side of the lower parking lot, and a few areas of less than 1000 square feet each are shown in gold color on the attached "Critical Slopes and Stccp Grades' exhibit prepared by Nelson Byrd Woltz. The disturbance is necessary to contain the developmennt area as closely as possiblc within the disturbed areas, an important design parameter ror any historic site_ Strict application of the requirements of section 4.2 would not for -ward the public purposes of the zoning ordinance or otherwise serve the public health, safety or welfare, ror it +17'TAC14MFNT E would limit the Foundation's ability to implement a more sensitive development plan that respects the existing site features. In addition, the alternatives the Foundation proposes would satisfy the purposes of section 4.2 at least to an equivalent degree, since it will enable the Foundation to contain the development area as closely as possibly within existing disturbed areas. In addition, due to the unusual topography of the property, the strict application of section 4.2 would result in the significant degradation of this site. Five criteria for considering a waiver request must be considered and are addressed as follows: (i) proper engineering and construction techniques will eliminate the rapid and /or large -scale movement of sail and rock; (ii) excessive stormwater run -off will not occur due to the minimal area being disturbed (iiij siltation of natural and man- made bodies of water will not occur with the implementation of best engineering and construction practices; (iv) loss of aesthetic resources %Fill not occur with an adequate landscaping plan. Actually, an increase in the preservation of aesthetic resources is expected by granting this waiver through minimization of the necessary disturbance of the site; and (v) septic system failure will not be a ractor as we propose to utilize the area outside of the critical slope. In the event this cannot be achieved, with the proper design and construction of a wastewater facility for this site, system failure will not be a factor. Because (i) the strict application of the requirements of section 4. would not forward the public purposes of the zoning ordinance or otherwise serve the public health, safety or welfare; (ii) the alternatives the Foundation proposes would satisfy the purposes of section 4. 2 at least to an equivalent. degree; and (iii) due to the unusual topography of the property, the strict application of section 4.2 would result in the significant degradation of this site, the Foundation respectfully requests that the commission grant a waiver of the restrictions of section 4.. #2: Parking and Travelway Slopes The access aisle leading into the Service /Parking Courtyard adjacent to the main house, and the access drive to the lower parking lot, each shown in orange on the attached Critical Slopes and Steep Grades" exhibit, are in excess of the limitations of section 4.12.1 7.a. The waiver of the requirements of section 4.12.17.a may be administratively approved by the County Engineer upon a finding that no reasonable design alternative would reduce or alleviate the need anti that the increase in grade would be in the best interest of public hcaIth, safety and welfare. In the two areas where the access drives exceed the 10% maximum grade, the site conditions already exist, It would not be possible to flatten the grades cut to 10 °la without sign il`icant impact on the terrain and nearby critical stapes, The Foundation proposes a slightly steeper grade in these two small areas to work with existing site conditions and avoiding having to create more disturbance in the whole area. These two access aisles already exist, and they have functioned well for many years. Because this design parameter is essential to the most sensitive plan ofclevcloprnent far the site. the Foundation is requesting consideration of these waivers concurrently with the rezoning application. Because the proposed design cxf the access aisles is the least disruptive to the surrounding area, and because no reasonable design alternative would reduce or eliminate the need. allowing the slight.1y steeper grade would be in the best interest of public health, safety and welfare. As such. the Foundation respectfully requests that the County Engineer grant this waiver, �3: Parking Access Aisle Surface The Application Man proposes the use of alternative materiais for a portion of the road through the project area. The area known as the 'Promenade' as shown on the Application Flan is proposed to be surfaced with special paving. most likely cobblestone with bluestone edges rather than asphalt, to enhance the pedestrian environment and the sense of place. Con cep ts for the proposed surface are shown on pages 27 and 31 of the "Summary of Feasibility Study for Montalto" dated .,July 2007, revised Ck:tober 2007, which was submitted with our original re=ning application. See also sheet AP -2 of the revised Application Plana bated Fe! bruary 8, 2007 - the area is shown as "New/ Restored Pavement." The approximately eight parking spaces that would be located toward the end of the Promenade will also likely be surfaced with the same paving. Section 4.12.15.a requires that all parking areas consisting of four (4) or more spades be surfaced, and further provides that all surface materials For parking areas and access aisles shall be subject to review and approval by the County Engineer. We respectfully request that the Cotxnty Engineer revir -w and approve this proposed surface. - -, L; 1 r. i I NELSON BYRD iOLT I_AND5 { -AP1 ItcIt17y rCTS 409 Ntk Strew Charlmuskills Virginia 22402 T434.984-1.1.58 1+4.08.42 wwFwr. n!vw li .e Q rb eylf 11.ir i,no ! 4+aYpa NOT FOR CONSTRUCTION �ior�t�lt� h4Lrq..rl. i;ny� +�, S4H�:ii477C bIS1GFi PRt EJLtT MI }r dt7 IVAWN 6Y. fd aaT iY ART'@ Grid a.� S fir�cG and Steep [grade a %Th F, h..,, 6& jccs x.uJ q'= kr QUM, 6 r ' Charlottesville Regional Chamber of Com merce ',.. dedieoted fa representing privWv enterprise, promtinq bustnrss andenhUrrcfng the qup0ity Qf fife in OWCI -foter ChorlortV5Vilt! Comrnurr;eies." cvlllec,arnber,com PO 50% 1564 • F11 It' $ NACOker Sheets • Chcrloltesvllle. vIrInia 2 March 13. 2008 RE. The Thomas Jefferson Foundaflon"s PropesaVApplleatlon for M ontaIto Mountaintop Pre Servatl0n and Restoration Pra�ect In a Monticello HlstorlC District peat Chairman Moms and �lonarable Planning Commissioners Our C harlottesvrl I@ Regional Chamber of Carr Mwice rea!finm our support for the Thiamaa Jeffert`,on Fou-idation's Monti (wo Mountaintop Restoration Project— to ?mlude the dramatic preservation and reswration project at the Foundatron's'Montatto' location w4hin the MDntr -olle Historip, pietri&ct. The r- oundatron'a Mon6oello end Montalto projects represent a valuat�le opportunrty to enhance an aconomically vibrant, wprrd heritage treasure for our Camrnunity, our Cornmvnweatth and Carr nation out Chamber conhnue5 to strongtk Support the Foundation 'a development. resloration and preservation .nitiatrves and urges Albemarle County to grve these apphcahons favorable consrderatian and approve! Our Chamber is dedwated to represarrung private autarpnee, promobng 4usirFe85 and enhancing ttre quality of life in Ilse greater Chariattesvdle Communfies. Founded iri 1813, today our Chamber has more titian 1.200 member errterpnses ChaiM>er members employ more trwi 45.Ot]0 mar, and women in the CFrartottesville miiwCn. rapagsentrhg an estrrnated total payroll of more than $1 3 hillipn a year Let rite reiterate and reaffirm what our Chamber cornmuni0oled to the Albemarle County Planning Comrnrssion and Board of Supervis-ors in August, 2CO6 In sustsuunq arrd operafrng Monficaft. the Tharrras Jefferson Faur7der,an has exercised superfalive stewrardshfp and has Played 6 srgnncconf eca crrwc ro +e wrlfrur Our cw I mumly over ff a moro than 81 years 8rrrue its ► ntfi rg The Thames Jetfefson Fowndefrwr fs s srgnsfum mernbur errferpnsa of our Ckiamber of Commoree 001 a Je adrng ecimornrc enterpnse in our Gtodder Oharlottesvffte comrnurifoes . ( 7" Foundatoon'S) ntegne{oe nt lreaslr6s are responsibly mrarraged with fhe hrghesf regerd for ehfrrr trentsge Our 01tember satates this s!eWsrdShJP es a rrrode+ of resj7orrsfvs er#newemrnJ " Our Chamber urges your favorable action on the Thomas ,lefferson 1=oundgltion`a Mmitalto MountairrtoP Filfaservaban aM Re5tarslron Project We dppreclate your time arid r onglderwicn In this rnetter Thanlr you S in cef@IV. Timn y i b Pres;d t The Honorable Calvrn Mom. Chairman and Honorable Camirnrawonem Albemarle County Planning Commission A;bsrnarle County Cffka $ulldIng 4131 Mcintre Road Charlottesville, Virginia 22902 cc The Board of alfqctore The Horrotable Kenneth Boyd Chairman. and FfCrn"ble Mernbers of the Albemarle County g #d rd of Supernsors A'1 1 AC14ME !'r F e g �3 Lli 0 V Vy L ui J f� V ik • Jy} R r i . +j JM Lu u 7 a w F bai F > �e LL m 7 O t v LU LU Co Eli Cl r � 0 Z , :,- c �91 wP- 4 MM=< 1 - _is; •.T' ?ej" io _ .y�,.• rr '--- Y. .. ....... ilr MFR }�pI ;J .Y� �r }�a�anF�l!.: +T:M1 •�.�'•Y iar. f .� �i,r1r ?• 9 Albemarle County Planning Commission January 29, 2008 The Albemarle County Planning Commission held a meeting and work session on Tuesday, January 29, 2008, at 6:04 p rn., at the County Office Building, Lane Auditorium, Second Floor, 401 McIntire Road, Charlottesville, Virginia Members attending were Marcia Joseph, Thomas Loach, ,Ion Cannon. Viol* Chairman; Linda Porterfield, Eric Strucko, Bill Edgerton and Calvin Morris, Clhairman. Julia Monteith, AICP, non - voting representative from the University of Virginia was present Other officials present were Bill Fritz, Chief of Community Development', Megan Yanigros. Planner, Wayne Cilirnberg, Director of Planning'. Rebecca Ragsdale. Senior Planner: dill Letters. Director of the Office of Facilities Development. Brenda Neitz. Budget Arfalyst of the Office of Management-. David Senish, Chef of Planning and Greg Kamptner_ Deputy County Attorney. Call to Order and E=stablish Quorum: Mr. Morris caned the regular meeting to order at 6.00 p.m. and established a quorum. Review of Board of Supervisors Meeting — January 2, 2048 Mr. Cillmberg surnmenzed the actions taken by the Board of Supervisors on January 23, 2008 Other Matters Not Listed on the Agenda from the Public: Mr Morris invited comment from the public on other matters not listed on the agenda Martha Redinger, resident of 340 Broad Axe Road, voiced concerns over the visibility of a new cell tower from her residence. She asked that the County stop giving away too much leeway to the construction and proliferation of roll towers and stow down on approvals. She submitted a tetter and passed around photographs regarding the begrnnings of construction of cell tower CV339 on Wild Turkey /Cross Property reviewed under SDP - 2007 - 00024_ She asked thal the Planning Commission consider some revisions of the ordinance on cell towers to preserve the beautiful land and nature from the invasion of the cell tower industry. She asked that some kind of floating davir_e be floated long enough for affected property owners to see there to advance of the permits being issued rather than depending solely on photographs taken from several vantage points. If the pub] c had some visual warning they might have been able to help the Architectural Review Board understand the tower's affect on their own property. She asked If this particular pole has followed all of the requirements set forth in the process for having received a permtt) Is this pole actually 09'? Is it less than 14' above the tree hneP Were all of the rules adhered to in the process of receiving a permit" Is there a faklow up review so that landowners can be assured that the lard permits for cell towers are bung strictly followed' She asked for feedback on this particular pole. She asked that the County tighten up their method for approval cf cell towers to make sure that no more mistakes are made. (Attachment A — Statement or Letter dated January 29, 2008 to Members of Albemarle County Planning Commission and Mernbers of Architectural Review Board from Martha Redinger} Kirby Farrell, resident of 240 Broad Axe Road, noted that h8 owned 240 acres that included the land that surrounded the ce:l tower bung discussed. He was nolified by the County that this was going to happen. He was also notified by the land owner that this was going to happen. In fact, he went out and met with the land owner to review the situation There is an existing cell tower there When he looked at ihat he was assured that the new cell tower would be consistent with the old cell tower. The oid cell tower cannot be seen from anywhere that he knows of on his 2QO+ acres. The new cell tower is visible from everywhere on his 00+ acres It is dramatically different from the old cell tower. He certainly agreed that this needs to be reviewed. He found it hard t,�i #relieve that it was o+tly 10' above the tree line. He had a beautiful view of the Blue Ridge ALBEMARLE COUNTY PLANNING, COMMISSION — JANUARY ZJ, 2008 The Planning Commission tilted the idea of mixed use, but wanted the residential to be located above the first ftoor. The residential use has to be in the same building as the comrrmial use. The Planning Commission agreed that the veterinary office should remain a use by special use permit. The Planning Commission supported the by -right uses proposed excluding pure residential. Research and development activities including experimental testing should be by special VW permit. 8ufferfScreenIng Requirements Adjacent to Residential Districts — The Commission was asked to advise, considering recommendations regarding the boundary area of a County- initiated rezoning, whether the buffer1screening provisions appear adequate to mitigate impacts to residential properties adjoining the potential Downtown District. The Planning Commission agreed Mt the bufferfscxwing requirements adjacent to residential districts seemed to be addressed by the way the boundaries for the initial zoning change were proposed. Any additional rezoning under the T-8 for the Downtown District was going to have to address further how the adjacent area would be treated In terms of height of building. spacing, setback and such. This will be addressed thfough the rezoning because the two most sensitive areas were not going to be included in the boundary E=ntrance Corridor & Architectural Rev}ew Board (ARB) - Is there anything that the Commission expects regarding the Entrance Corridor provisions since this district is going to supersede some guidelines. Some guidelines could still be in effect_ Does the Commission have any strong feelings about the Entrance Corridor through this area on Route 240. It was the consensus of the Planning Commission that it was important for the Entrance Corridor to remain witt}in ARB review. Affordable Horsing — In the past, the Commission expressed an interest in providing an incentive to encourage affordable housing w+ithirl the new Downtown Zoning district. The Cornmissicn agreed with staff that the recowmended residential densities do not create an upporttrnily to apply an affordable housing density bonus, since the draft ordinance would allow up t0 36 dwelling units per acre, Parking Requirements for By- Eight and Structured ParWing; It was the consensus of the Planning Commission that structured parking would be by -right and stand- alone parking by special use permit. Ms. Monteith left at 9:07 p.m. The Manning Commission took a ten minute break at 9:07 p.m. The meeting reconvened at 3:15 p.m. 7A- 2007 -00006 Montalto Monticello Historic District (MHD) — Scholar Housing — Zoning text amendment to amend the MHD regulations by adding Section 11.3-1(24) to allow "scholar housing` as a use permitted by fight. The existing density for new residential development authcrized in the MHD is one dwelling unit per 21 acres, and the proposed zoning text amendment would not change that density. (Joan McDowell) AND ZMA -2007 -00023 Montalto (Sign # 87 & 90 PROPOSAL: Rezone 329.66 acres from ESA Rural Areas zoning district which allows RA -- Rural Areas: agricultural, forestal, and fishery uses; residential density (0 -5 unitfacre) to MHD Monticello Historic ALBEMARLE COUNTY PLANNING COMMISSION — JANUARY 29, 2008 4 MHD — 15 — 21 ac- Lots 8 --10 Scholar residences The Planning Commission was in accord with need to define scholar housing. 1p The Planning Commission was comfortable that tha appticalicn plan would establish what they can do and preclude subdivision, Additional limits were not necessary- ISSUE 4: Little is known about the property outside the project area limits. Would the Planning Commission like additional information and commitments regarding possible uses on the remainder of the property? Feasibility study mentioned possible vineyard and overflow parking. Easements were being discussed ■ The Planning CornmMion was in agreement that the apptication plan did not need to show future uses in areas outside the project area. Future action; The ZTA and ZMA will be before the Planning Commission as public heading. No date has been set. Old Business; Ms- Joseph noted that after looking at the pictures of the cell tower this evening she felt it was important for the Ccrnmission to have a work session regarding cell tower procaess. Mr. Morris noted that the tower representatives wanted the Commission to hold an information session. also Mr Edgerton said that he would like to hear from zoning staff about what kind of follow - through there is after these cell towers are built- Discussion should include restriction on allowing the ceJl tower to be T' to 10' above the referenced tree as well as what kind of enforcement there is on cell towers and how to determine the number of feet above the referenced tree. He nested that perhaps they should extend the notification 'o the properties that are on the other side of the referenced tree. Mr. Cihmberg noted that only adjacent property owners are notified. To notify property owners in the dlstanre where the tower may or may not be visible potentially could become arbitrary and someone migh( be missed. Mr, Mards suggested the balloon fly for a longer period of time. Mr. CiRrnberg noted that he would let Brit Fritz know that the Commission wants a work session on cell towers. Ms. ,Joseph noted that staff had lindicated that the Commission would be looking at the Dural Areas and uses that are acceptable Mr Cilimbwg noted that it was on the implementation list for the Dural Areas Comp Plan The problem is that frozen positions prevent staff from getting to those items at this point. Old Business Mr. Morris asked if them was any old business. ■ PLANNING COMMIS3J0N COMMITTEE MEMBERSHIP AS OF 1129109 The following Commissioners agreed to serve on the specific committee as follows: ALBEMARLE COUNTY PLANNING COMMISSION — JANUARY 29. 2008 6 DIstdct zoning district, a planned historic district to permit restoration, preservation, education, programs, research and business activities related to the operation of a historic house, museum and historic site at Monticello; residential density (1 unitl 21 acres) PROFFERS: Yes No EXISTING COMPREHENSIVE PLAN LAND USElDENSITY: Rural Areas - preserve and protect agricultural, forestal, open space, and natural, historic anti scenic resourcesl density (.b urit/ acre) ENTRANF CORRIDOR- Yes — No LOCATION: 1400 Montalto Loop Road, Route 53 at the entrance to Monticello TAX MAPI PAR C EL: TM 77- 1; TMP 77 -31 B; TM 7$ -25A MAGISTERIAL DISTRICT, Scottsville (Joan McDowell) Ms. McDowell presented a power -point presentation and explained the staff reports (See Staff Report) Mr_ Morns invited the applicant to address the Commission Mike Mathews, representative for the Thomas Jefferson Foundation, introduced Mike fulerriam, Director of Building and Grounds at Monticello and Valerie Lang, Esq_ He presented a power -point presentation anti discussed the proposal_ In summary, a work session on TA- 2007 -00006 Montalto and ZMA- 2007 -00023 Montalto was held by the Planning Commission_ In a power -point presentation, staff reviewed the applicant's proposal. The Commission reviewed and discussed the proposal, answered the questions posed by staff and made comrnierkts and suggestions. The applicant made a presentation_ Public comment was taken, No format action was taken. The Planning Commission made the following comments regarding the questions posed by staff regarding the following issues: ISSUE 1: The proposed uses should meet the purpose and intent of the MHD. Do the proposed uses provide a consistent link with the study of Jefferson and the opera #ion of a historic house and site) The Planning Commission agreed that the proposed uses provide a consistent link With the study of Jefferson and to the operation of a historic house and site. TISSUE 2: The access to the site is from a narrow access road and parking is limited on -site. Should additional information regarding shuttle service and on -site parking be provided, su�h as: Shuttle service for day visitors from Morikellof Does Monticello have enough parking for residents, workers and overflow" What amount of irnpervious surfaces? The Planning Commission supported the alternative of shuttling people to the site in lieu of parking on the mountain, but they wanted a guarantee of clearing of ice and snow. The Planning Commission wanted to make sure that Monticello has enough parking to accommodate these uses. which is part of the analysis that staff will do during the review of the applications, ISSUE 3. Allowable density - 1 house per 21 acres (MHD }. Ehoutd the applicant commit to Iimi residences to scholar residences only and restrict potential future residential divisions'? Zoning determined that scholar residences are dwelling units and do count toward density RA - 16 development rights, 13 -- 21 ac. Lots (29 lots possible) ALBEMARLE COUNTY PLANNING COMMISSION - JANUARY 29, 2008 '� r .f RG 1;�� COUNTY OF ALBEMARLE Department of Community Development 401 MOntire Road, Room 227 Charlottesville, Virginia 22902 -4596 Phone E434} 296 -5832 Fax (434) 972 -4012 MEMORANDUM TO: Valerie W. Long, Williarns Mullen 321 East Main St, Suite 400 Charlottesville. Va 22902 t FROM: Joan McDowell, Principal planner 9 ,f) DATA' April 28, 2006 RE: MA2007 -1 0023 & ZTA2007 -00006 Montalto TAX MAPiPARDEL, TMP 77 -31; TMP 77 -318; TMP 78 The Albemarle County Planning Commission, at its meeting on April S. 2608, by a vote of 6:0, recommended approval of the above -noted zoning text amendment and Zoning flap Amendment as submitted. Attached please find the action memo which outlines this amendment The Board of Supervisors is scheduled to review this amendment at their May 7, 2008 meeting If you have any questions, Please do not hesitate to contact me. ATTACHMENT — April 6, 2008 action memo ATT.1['FtMf:NT F COUNTY OF ALBEM RLE PLANNING STAFF REPORT SUMMARY Project Name: ZMA 2007 -23 Montalto and Staff: Joan McDowell, Principal Planner Rural Areas ZTA 2007 -06 Monticello Historic District lslanning C'ommissiun Public Hearing: Board of Supervisors Public Hearing: April 8, 2008 May 7. 2008 Owners: TJF Realty, LLC Applicant: TJF Realty, LLC and Thomas Jefferson Foundation, Inc, Acreage, 329-68 acres Zoning Map Amendment: RL'rone 329.68 acres from Rural Areas to Monuccllo Historic District Zoning Text Amendment: Amend 1VMunikello Historic District to includi� t5+ ontaccllo Scholar Rc5i&nce TM P: 77 -3 I: TM 77 -3 i B; and 7 -MP 78 -25 A ExWing Zoning and By -right use: Rural A reus Location: 1400 Monialto Loop Road. Route 53 at the (RA) - agricultural, forestal. and fishery uses; entrance to Monticello msidentiat densky (0,5 unit/acre) Magisterial District; Scottsville Conditions- N/A Prorfcrs. Yes Proposal: Rezone 329.68 acres from till Rural Areas Requested N of Dwelling UnUs- zoning district which allows R -- RuraI Areas. Maximum of 15 dwelling units (M 1-1 D) agricultaral, foresi al. and Gshm uses; residential density (0.5 unit/acre) to MHD Montocello Historic District zoning district, a planned historic district to permit the restoration, preservation, education, programs, research and business activities related to the operation of a historic house museum acid Historic silo at ManticelI*; residential cicnsity ( I unit ; 21 acres) DA (Mvelopmew Area ): Comprehensive Plan Designation: Rural Areas preserve and protect agricultural, rorestal, open space, RA (Rural Arca): X and narural, histuriu and scenic resources,+ density ( .5 nn it) acr *) Character or Property-, Historic property that is Use of Surrounding Properties: Orchards, farms, the mostly lawn w the topmost elevation and contains three Monticello properties, woodcd areas, Kunwuod. historic structures Mich(e Tavern and gift shop- Factors Favorable: Factors Unfavorable- 1. The Monticello Historic District is consistent with Stu fT has not identified any factors unfavorable to this the Comprehensive Plan: apptication. 2. Tho primary remodeling of the bisturir buildings wiII be on the interior, 3- The exterior cle vat ions wiII be maintsinvd; 4. The MHD would reduce the number of potential residendaI divisions. 5. Shared parking with Moat iccllo %viII reduce the amount of vehicles on the mountaintop. RECOMMENDATION -, Staff recornmcndsa roval- I MA 1M7-P3 + 1 rA 2&J7-06 Monmho PC t {art STAFF PERSON- Joan McDowell PLANNING C MN1ISSION- April 8, 2008 BOARD OF SUPERVISORS. May 7. 2008 ZMA 2 007-2 3 Mon[a[to and ZTA 2 00 7-01 Mon11 eel lo IIistvric District Petitions: ZMA 21107 -23 Montalto PROPOSAL. Rezonc 329.68 acrd from RA Rural Areas zoning district which allows R -- Rural Areas: agricultural, forestal. and lisltery uses, residential density (0,5 unitlaere) to MI ID Monticel Ic IIistoric [district zoning district. a planned historic district to permit the restoration, preservation, education, programs, research and business activities related to the operation cif a historic house museum and historic site at Monticello: resi&ntial density 0 unit 121 acres) PROFFERS: lies EXIS'1 "INN CO M P R FIFI FN SIVi: 13LAN LAN D USC/DFNS1TY. Dural Areas - preserve and protect agricultural, forestal, open spice, and natural, historic and scenic rest }urcesl density ( .5 unit/ acre) FNTRA CE CORRH)OR: Yes _ No LOCATION. 1 400 Montalto Loop Road, Route 53 at the i ntrance to Monticello TAX MAPIPARCLL; TMP 77 -31, TMP 77 -31 B; TMP 78 -25A MAGISTERIAL Dis,rRICT: Scottsville ZTA 2007 -06 — Montice110 HistoHe DisIriet (d'4+IHD) — Monticello Scholar Rexidenice -- Zoning text arnendmenl to amend the M HD regulations by adding Section 11. 3.1(24) to allow "Monticello Scholar Residence" as a use permitted by right. The existing density for new residential development authori zed in the M H D is one dxvel ling unil per twenty -one acres, and the proposed zoning text amendment would not change that density, Character of the Area: 1 _ocated ire the Southern Albemarle 1.1istoric D is( 6et and formerly owned by Thomas Jefferson, this site has local, national. and world significance=. It is part of the Monticello area that appears on the World Heritage 1.ist. At an elevation of 1.270 feet. Montalto overlooks Monticello, Charlottesville, and a considerable portion of Central Albemarle, It borders Monticello, Michic 'Tavern property, C'anter's Mountain Orchard, 1 en ood, as well as privately owned residential parcels. Specifics of the proposal: The applicant has requested approval of two applications, as well as a request for a waiver from zoning ordinance provisions pertaining to critical slopes. ZMA 2007-23 - a rezoning of 329.68 acres on three parcels froin Rural Areas {RA) to Monticello I listoric District (MILD), in order to allow uses on the property that are not permitted in the Dural Areas District that support the purpose and intent of the MliD. including: Seminars, crrnferences, lectures, meetings. and special programs a Catered food service YMA 2007 -13 r 71 A 2007416 muntAr? Pe_ R"r1 2 * Outdoor events and gatherings * Scholar apartments and scholar offices • Educational programs • Administrative offices * Caretaker residence These uses would take place in three existing buildings - the house, the barn. and the lower. Landscaping of the grounds of Montalto would provide add ixional areas for parking and outdoor events. The application plain is included as Attachment A. TA 2007 -0 -- amend the M14D to add Monticello Scholar Residence as a by -right use in multiple- family structures, The scholar residences would be accommodated within the three existing buildings. The existing MIFID does not allow multi- Family horsing. A carp taker and accommodations for others engaged in the Monticcilo organization have been included in this description. The amended text is included as Attachment B. Planning and Zonfiftit History: TA 04 -03 created the Monticello Historic District (MHD), Although the Montalto property was acquired shortly before the Monticello Historic District was created. future plans For Montalto were wcer ain at the time. Therefore, MontaIto was not included in the IMHD. - 2004 - Southern Albemarle Historic District vas created - January 2008, Planning Commission Work Session. The staff report and minutes are attached (Attachment C). A binder titled "Summary of FeasibiI ity Study for Montalto" dated July 2007 and revised October 2007) was provided to the Planning Commission prior to the Mrk session. (Please remember to bring dzi.� binder to the nmeefing on April 8, 008). - 2008 — An casement held by the Piedmont Environmental CounciI was placed on 154 acres of Montalto (Attachment C,). Applicant's Justification for the Request: A fie r a vear -lwig study, the Thomas Jefferson foundation concluded that "Montalto presents a unique; oppo ri un ity to enhance the quality and depth of the Foundation's research and education programs by converting the remaining structures into spaces for scholarly seminars. meetings. and short -term residences for scholars. With extensive interior renovation, but with minimal exterior alteration. the large house a>id the stone buildings nearly can be transformed to meet these needs. The study also demonstrated that Montalto is an appropriate: venue For the uses now permitted within the Monticello Historic District, including public tours, admint strati vey facilities. and hosting periodic meetings -. By -right Use of the Property - IfdeveloNd under the current RA zoning, the property could be developed with agricultural uses, Forestal uses. or residential development at allowed densities, subject to easement restrictions. ZMA M)7 -1.3 f ZTA 20045 i4monwin K, k" 3 Conformity with the Comprehensive Plan- Rural Area; The Guiding Principles of the Rural Area Plan are not compromised with this proposed application and the applicant has make an effort to incorporate the Principles into this proposal. The development would be situated € n the mountaintop within the three existing structures and the new parking areas would not be intrusive on the landscape. Outdoor areas to be used for gatherings and cvcnts •would be situated around the buildings. The, remaining pro perty would remain undeveloped. An area of the property may be placed into vineyards sometime in the future. A conserVation easement was recently placed on 150 acres in the viewshed of both Monticello and Charlottesville. Under the RA District, this property has 29 potential divisions for residential development; under the N1HD, density would be reduced to a maximum of 15 residences. The reduction in residential density furthers the goals of the Comprehensive Plan. Historic Re-so trrtcs. The above referenced submittal has been reviewed by the I Iistoric Preservation Plannerr for possible impact to known historic architectural resources and known or potential archaeological resources with the following comments: 1. Wowalro (402- 1053), built c. 1905 -1415, is located within the project area 2. The Virginia Department of �Iistoric Resources' (DI 1R) l Iistoric Resource Data Sharing System (DS ) has the identified 13 individual historic architectural and/or archaeological sites identified on parcels adjacent to or within one-mile of the proiect area. 3. The subiect area is located within the boundary+ of the .Southern Albemarle Rural Historic District (002 -5045) which includes notable properties such as Momicello and Ash Lame- Highland, and meets all four criteria for historic significance (A - Patterns orHistary: B - Significant Person: C - rchitecture; and D - Archaeological Potential) under the Secretary of the Interior's Standards for the Treatment of Historic. Properlies. 4. 'Ile pro posed rei ping of Muniaflo embodies Albemarle County's commitment to the preservation of its historic resources through idendIi cat icn and recognition of valuable buildings. structures, landscapes. sites an districts which have historical. architectural, archaeological or cultural significance. Furthermore, this proposal reflects the Historic Preservation Plan's objective to pursue additional protective measures and incentives to preserve Albemarle's historic and archaeological resources in order to foster pride in the County and maintain the County's character. Utura.l Resources and Cultural Assets Component of the Comprehensive flan: Central We lls: The Corn pre lien sive P1 an requires Board of Supervisor approval for wells serving three or more connections, as a protection measure of the County's water supply. This requirement has been satisfied as a central well having 24 connections to scne 35 people was approved by the Board in1998. QMn Space Plan and Mountain Protection Plait: At a higher elevation than its neighbor, Monticello, this property has been identified as a mountain resource in the Mountain Protection Plan, This running would not cause substantial new disturbance of the mountain. No negative visual impacts to scenic resources are anticipated with this proposed rezoning, as it will utilize existing structures. ZMA 2007 -23 + 7TA 2001 -06 MMIA110 PC RepaFt Irl The Durk kv: Protection from light pollution is nnc 0f the goals 0f the ComprehensiVe Plan. Lighting ordinance smndards have been adapted in the zoning ordinance to implements this goal. The Architectural Review Board will review the exterior lighting within the- Entrance Corridor, In concert with other urge Rural Area projects. the applicant has offered to further restrict lighting by proffering to shield exterior lighting from adjacent neighbors. Scenic resources: An Entrance Corridor (EC) overlay district was adopted to iinplement the Plan's intention to protect and enhance the County 's attractiveness to tourists and others visitors. A portion of this site is within the Fit^ Overlay. Proffers: As part of this rezoning request. the Foundation has provided the following proffers (Attaclhment D) to address issues raised during staff review and at the Planning Commission work session. Final modifications to the proffers vwrill be made. as might be necessary, 1,011 owi ng the Planning Commission public hearing. These modifications are not anticipated to b- substantive in nature. The proffers read as follows: ":-Cuss Prolfer Statement shall relate to the two -page application platy entitled "Application flan - Montalto loving Map Aniendment." prepared by Draper Aden Associates, dated March 27. 2008 (Ihe "Application Place'). 1_ All outdoor Iighting shall be arranged or shielded to reflect liSht away from the abutting properties, . Vahicular uc:ess to the Property shal I be controlled during peak events, that require off-site parking. 3. No mote than three �3) Monticello Scholar Residences shall be ocL;upied as an accessory use at one time, except during the semi - annual meetings of the Board Of Directors of the Thomas Jefferson Foundation, Inc." To further address concerns regarding vehicular access and shared parking witli Monticello. the applicant leis submitted the following comments, "Most of the guests who wi ll attend events at Montalto wit l be transported to the property by shuttle bus. These guests would park their personal vehicles in the Mon Li eel Io Visitors Venter 101 acrd catch the shuttle bus there. This is how guest transportation has been efficiently handled at N1onti eel Io for man years, including transportation of guests for evening events at Monticello. There are approximately 400 parking spaces at the vishar's center lot. The larger events. such as those involving the Monticello Cabinet. will nearly always take place in the evening when the visitor`s center lot is essentially empty In the unlikely event that additional spaces ZMA 2007.23 f 1TA 2007 -G6 Montalto PC Rtpart were needed, the foundation would utilize parking areas at Kenwood and Tuflon Farm. other nearby Foundation properties, But for all events, although the vast majority of the guests wit I be brought by shuttle bus, there will be a need for some individuals to drive personal vehicles to the property. This would include catering staff (which could include 8 - 12 people For urger events), Foundation staff and some who are just not able to take the shuttIc bus (such as those in wheelchairs and seeding extra assistance). These personal vehicles would be aceomrnodated by the approximately 37 spaces shown south of the main house Oil the Application Plan, Other parking spaces shown on the Plan would be ess €wd by visiting scholars and fellows and a caretaker. The Foundation leas significant experience Dandling parking Ior large events and with complicated logistics, Each year on the Fourth of July, an average of 2.000 visitors attend the Naturalization ceremony. In 1999 when Colin Powel l was the leaturvd speaker. they managed over 3,500 visitors. They have also handled the inauguration festivities for President Clinton in 1992, and President George Bush's Education Surmmit at U VA in 1989, the latter of which inciaded the ('Governors from al 15 0 states, the President and the Cabinet al I at once (plus each person's staff and security detail and the Secret Service!). The Foundation will be able to internally coordinate the logistics of all of its programming and parking using its experience acrd personnel." taITbeIicves the proffers addresses the issues discussed at the Planning Commission work session and mcommends approval_ Waiver of Sect ion 4.2.5 C,riticaI S to pes : The applicant has identified the following waiver that will be necessary to fully implement (lie application Galan submitted with the ZMA. `1'lte applicant's justification for this waiver is included as Attachment E. Section 4.2 _5 - disturbance of critic aI slopes. S Uf'fhas reviewed this request and offers the lo11cwing recommendation; ne waivers for critical slopes disturbances next to the travel ;ways and courtyards appear veery minor and are recommended for approval. Planning Cc approval of the waiver from Section 425 critical slopes is needed. Also requeswd by the applicant are waivers for travel ways and surface materials. as described in the app Iicant's justification (Attachment E). -1-hese waivers can be administratively approved and the County Engineer has commented that they appear acceptable in the io minor instances sbo n on the plan. A lbrther, more de(ailed, review wall occur with the site plan. STAFF C-[ M —MENT: Relationship between Ilie application and the purpose and intent of the requested zoning districe. Al the work session on January 29. 2008, the Planning Commission affirmed that this application met the purpose and intent of the M1.1D. since the uses proposed for Montal to wouId compliment the Mon IiccIIo historic: house and further the educational component of'the MH D. INA 2407 -2 3 f ZTA 2047 -06 h9ORWIW PC Ftepan 6 Public need andjustification for the change. The Monticello p'oaI to provide educational opport tin it ics for people desiring to study Thomas Jefferson would be reaIined by having a meeting place and by providing living facilities for scholars_ rrrrcipared impact on p ublic facili es and services. Lmergency Services' It can be anticipated that public access to Montalto may create additional need Ior emergency services, The lire Departmty has ascertained that the access road will accommodate emergency vehicles and has approved a snow removal plan submitted by the applicant. Transportation = The existing access bridge shared by Monticelin will be used to access Route 53. Virginia Dcpartinent ofTrransportation has reviewed this appliraticn and has offcrcd no objection, onticel lo's gated control of the road heading to Montalto, shaVcd parking arrangements with Monticello, and a shuttle scm ice to bring visitors to and from Monticello have relieved concerns regarding unlimited public access to the site and the additional imper6ous surfaces needed for parking areas. Water and sewer. A central well system was approved by the Board of Supemisors in 1998 with the subdiYision ufa lot 1b the we]: (SUB 98- 072 M ountaintnp Lane! Truso. as required by the state. The review of the water acid sewer sv5terns Will take place as part of the site plan review. An extension of the Jurisdictional Area has not been requested and a request for extension is not anticipated. Anticipated impart nrr narrrral, rieltural, and historic resources. Interior alterations ol'the thrcc existing historic buildings would occur, in order to acc;ornmodate the proposed ttses. Exterior renuvation of the buildings is anticipated to be minor and would be predominately related to maintenance. -l'he conservation easement kvoWd protect the hipIside between Mantal10 and Monticello from suture structures. Montalto would provide opportunities for visiting scholars to live, work, anti study on property awned by Jefferson and to be inspired by the panoramic view cif the historic landscape oi' central lbeinarle_ SUMM RY; Staff has i dent i fled the following factors favorable to this application; 1. The Monticello fiistoric District is consistent with the Comprehensive Plan. 2. The primary remodeling oFthe historic buildings wi11 be on the interior; 3. The exterior ele- vativris will he maintained: 4. The h{111D % ,,.ould reduce the number of potential residential divisions; 5, Shared parking with Monticelto will reduce the amount of vehicles on the mountaintop, Staff has identified the following factors unfavorable lo this application' Stag' has not identi Tied any factors unfavorabie to this application. iN,% 2007. 3 r LTA 2007 NICMUho PC Rgwrr 7 Drart: 03126108 ORDINANCE NO. 08 -18f 1 AN ORD[N ANCE TO AMEN D C1[A PTE R 18, ZONING. ART1C LE I11. DISTR:C f Rf:GULATIONS. OF THE CODE OF THE COUNTY OF ALBEMARLE, VIRGINIA 131F IT ORDAINED By the Board of Supervisors of the Count} of AIhernarle. Virginia, that Chapter lit. Zoning., Article 111, District Rqulations. is hemby am.endcd and reordained as follows: By Amending: Sec. 11,3.1 By right usew Chapter 18. Zoning Axrticle3. 1)tsiriel regulations Sec. 14.3.1 By right uses The following uses shall bt; permitted by righl in the MHT]; Uses rtlal in to the operalion of Monticello as a historic house museum and historic site as follows; Interprewive, educational and research uses such as tours: interpretive signs, walking paths, displays and exhibits; classes, warkshops, lcc:tures. prcigrams and demonstrations; field schools and history- rllated day camps; and archaeological 1Aiorttoriv,,. b. Administrative and support activities including visitor ticketing and sllu(tle bus operations, maintenance operations, equipment storage, vehicle maintenance and refueling, security and general adrn i n i si ration, and related support spaces and offices, Visitor amenities including; parking lots; traveIways; public restra)rns; Pood and drink prepanrI iort and vending; picnic ary -as: wali;ing paths and pedestrian bridges, Display and sale of products re lated to Thomas Jefferson and the history of Monticello- Ch hc r uses not expressly del inealed in subse %lion 1(a) through (d)authorized by the zoning administrator after eonsaltation with the direclar of planning nntl other appropriate offs gals: provided that the use *hail be Consistent with the express purpose and intent of the MHD, similar to the uses delineated in this subsection in character, locational requirements. operational characteristics, visual impact. and traffic generation. 2, Temporary events related to or supportive o(the historic, educational or eiwic significance of 1V10nticello, such as, but not limited to the Naturali-ration Cercnionv on the Fourth cif July. Thum as Jefferson's Birthday celebration. summer spsrakers series, presidential inaugural evertts, and conarnemorat i vc events similar to the f_u%vis and Clark bicentennial. 3. Display and sale of gifts, souvenirs, craft, food, and horticultural and agricultural products, including, outdoor storage and display ofhorticulturaI and agriculturaI pwdm;b, including ►wayside stands for display and sale of agric;uIturul products prWuccd on tine premises (refcµrence 5,1,19). ATTACI IMENT 3 Marl- 03126108 4. Establishment and changes to structures shown on the approved application plan; a. N9odification. improvcmcut. expansion, or demolition of "modern stnwturc5" existing on the effective date of this section 1 I . b. Mud iticalion, im prove mem, re- ercation, or restoration OnrIuding expansion) of - `historic or interpretive struotlut c_ Blab] ishment cif "nck+ primary structures or Features" idewified ass Uch on the approved app] ication plan. Cemeteries. Detached single - family dwellings, including guest Cott tges and rental of the same. Side- by-sidc duplexes; provided that densil% is maintained and provided that buildings are located so that each unit could be provided with a lot meeting al I other requirements for detached sing -Ic- family dwellings except for side yards at the common % all_ Other two - family dwellings shall be permitted provided density is maintained. Agriculture, ksmslry. and fishery uses except as otherwise cxpressly provided. 9. Game preserves, wildlife sancluaries and fishery uses. 10_ Electric, gas, oil and communication facilities excluding tower structures and including poles, lines, trwisformers, pipes, meters and reslated facilities for distributi€rn of local service and owned and operated by a public utility, ►Hater distribution and sewerage collwims 1iMs, pumping +lalions and appurtenances owned and operator! by the Albemarle County Service Authority. Except as othcrA'ise expressly provided, central wafer supplies and central sekvcra to systems in conformance %vith Cr haptur 16 of the Code of A [be mar le and all other applieablr bas, 11. Acces ry uses and structures includhig home occupation, Class A (reference 5?) and storage buildings. 12L Temporary i {instruction uses (reference 5, I .I 8), 13. Pubi is uses and bu}Idinp including Iemporary or mobi le f wiIi#ies such as schools. offices. parks. playgrounds and roads funded, owned or operawd by local, state or federal ae- Uncles (rcfcrcmce 31.2.5); public water and sewer transmission, nunn or trunk lines, treatment facilities, pumping stations and the tike, owned and /or operated by the Rivanna Water and Sewer Authority ( reference 31 _2.5; 5.1.10. 14. Temporan- sawmiII (re ferr;nee 5. 1.15 and subject to perrorrrtance standards in 4.14). 15. Agricultural service occtjpation (subject to performance standards in 4.14). 16_ Divisions of land in accordance with section 10,3. 17, Totiriat todgiag ( ruference 5.1.17). 18. Mobile homes, individual, qualifyitig under the following requirements ( reference $.b ): 2 Draft: 03126108 A property owner residing on the premises in a peflnanent horns wishes to place a mobile home on such property in order to maintain a full -1itne agricu11uraI e:mployee- Due to the destruction of a permanem home an emergency exists. A perm it can be issued in this event not to exceed twclve (12) mcmths. The Foning adsn ill istratur shall be authorirxd to issue permits in accordance w i I h the i nit ni of this ordinance and shall he authorized to requ ire or seek any information which he may determine necessary in making a dttcrmination of cases "a" and "b" of the a foremunt ioned uses. 14- farm winery (reference 5,1.5). 20- Borrow area, borrow pit, not exceeding an aggregate volume of fifty thousand (50.000) cubic yards including all borrow pits and harrow areas on any emca parcel of record on the adoption date: of this proviriarl (reference 5.1-28). 21. Commerc ialslable (re lerence5.1.03). 22. Stortnwater tmartagement faeilities shown on an approved rinal site plan or subdivision plat. 23, Ticr I and Tier 11 per -venal wireless service facilitics (rcremnce 5-1.40). 24, Mont ice11o.Kholar residences, wh ich shall be_privaie lodging accommodalius in multiple - &piily clwgl -IinW_ fv� cducats�rs, ac-Lidecniic I'clfom s or scholars working c +n Jct�f'�rsor1 rela4td r cFrr�11 andlor prcgrWn$. jNjQ111,1111' Jfrs ;til'jL111 I);'C1Ll G'P Dts' PV r t}II� J I iv4 I ly engi1= L'1i LrI 9 14' kTq,U.;11111111 F1 g. TC` qFf ;11, Qr Operatrern 4,1 NI vii i 1L� 4•I l 1 as.a- himorive a114Psc46111 .111 {l 111 Rt r 14' 5Lt a oel .. . Il�r1 o ibLn,11krcc d1%L:1114]g L1I1115 �h;L11 Ilk QccupivJ 4 any qpt time by persons direct I)- oMgaged in t h v 1,10 ;L.1!!]LL]Ing, r9,seA.r4l4,ur opmtim QC Monticello as it historic museum_ arW histor ic skis cm: L:pi durige, c semi- annual mwink of the cm -ncr's guvernilt& klard. (Ord. 05 -18(5 }. 6 -8 -05 ) f, E la W. Jordan, do hereby certify that the foregoing wriiing is a true, correel cope of an Ordinance duly adopted by the Beard or Supervisors of Albemarle County. Virginia, by a vote of to , as recorded below, at a regular meeting held on Clerk. Board of County Supervisors Mr. Boyd Mr. Dorrier C++ls. Mallek Mr- Rooker Mr. Shitzky Ms- Thomas STAFF PERSON: Joan McDowell. Principal Planner, Rural Areas PLANNING COMMISSION WORK SESSION. January 29, 2008 PROJECT: ZM A 200 7-23 Montalto TA 2007 -06 M onti eel In 11istoric Distract (MHD) Tact Amendment APPLI CANT'S PROPO AL: Rezone 329,68 acres in three parcels on Montalto, the mountain adjoining Monticello to the southwest, lrom Dural Areas to Monticello Historic District (MHD) and to amend the MHD to include "Scholar residences" as a by -right use. -[he applicants, the TJ!' Realty, LLC and Thonias Jefferson Foundation are proposing uses that would not he perniitted in the Dural Areas zoning district and adding •.scholar residences" to the by -right rises in the MHD. The existing house was constructed of native stone in the earl} 1900's for J.A. Patterson. More recently, the house and accessory buildings were used by the University of Virginia a.s housing for law students_ "rwo of the buildings constructed for student apartments were demolished after the Thomas Jefferson Foundation acquired the property in 2004. The applicants Dave proposed to renovate the interior of the three remaining structures, the house, the tower, and the barn, in order to provide apartments for visiting scholars of Jefferson, the Jefferson era and Jefferson's legacy. as well as a conference center for seminars. lectures, meetings and other special programs devoted to Jefferson and Monticello. Outdoor spaces would include gardens, gathering areas, reception areas, areas Cor outdoor events. a bowling green, amphitheatre, and parking. The actual acreages have not been given for the pmject area, but it is generally the area at the top of the mountain, Page two of the Suonma ' t� ofFeasibilif'v Study for Mo�rtaho .hil 2017 (Rev sed Qrrober 200 7) (Attachment ) contains a summary of the activities to tyke place on the property and the uses for the interior and exterior spaces. Page three of the Feasibility Stud}, provides the scope of work, as well as the two primary guides for the renovation: 1 j the view From Monticello of tht northeast slopes must be preserved and is being studied to determine how it would have appeared in Jefferson's life; 2) rehabilitations to various structures and impmvement to the grounds must respect the historic architectural and landscape fabric, as appropriate. The applicants have not proposed granges to any building's exterior, except as necessary For general maintenance. Each of the 8 — 10 apartments created would have a kitchen. Food service for both indoor and outdoor events would be catered. The house also includes a catering kitchen. A letter from the applicants" attorney describing the proposed arses is attached (,attachment Q. The letter is accompanied by a letter from William Beiswanger, the Robt:rt H. Sanity Director of Restoration. Mr, Beiswa roger has summarized the connection between Thomas Jefferson and Montalto. In addition, a sampling of PC warksemw Mpors 1 24 % Pogo I of 5 ATTACHMENT C information identifying visiting scholars to Monticella has been provided, as well as examples of similar fellowships offering housing at five other historic sites. PURPOSE OF THE WORK SESSION, To provide an opportunity for a discussion of issues as the review of these applications progresses. LEGAL DESCRIPTION PROJECT. ZMA 2007 -23 Montalto PROPOSAL: Rezone 329.68 acres from RA Rural Areas zoning district which allows RA -- Dural Auras: agricultural, forestal. and fishery uses. residential density (0- Unitlacre) to MHD Monticello Historic District Toning district. a planned historic district to permit the restoration. preservation. education. programs. research and business activities related to the operation of a historic house museurn and historic site at Monticello; residential density (l unit 121 acres) PROFFERS: Yes No X EXIs,rrNG COMPREHENSIVE PLAN 1.AND U SE/DEN SITY -. Rural Areas - preserve and protect agricultural, forestal, open space. and natural. historic and scenic resources) density ( .5 unit/ acre) ENTRANCE CORRIDOR: Yes _X No LOCATION: 1400 Montalto Loop Road, Route 53 at tote entrance to Monticello TAX MAPIPARCELJ T P 7'7 -31; TEMP 77 -3113: TM P 78-2 5 A MAC31STERJAL DISTRICT.- Scottsville LTA 2UO7 -06 — Monticello Historic District (.MHD) — Schola r Housing T Zoning teat amendment to amcwnd the h+IHD regulations by adding Section 1 1.3.1(24) to allow "scholar housing" as a use permitted by right. The existing density for new residential development a<uthori7ed in the M H D is one d elliing unit per twenty -one acres. and the proposed coning text amendment would not change that density. The Monticello historic District ordinance is included as reference {Attachment D). EXISTING CONDITIONS: The property currently contains three structures; the house. the barn, and the tower. Three buildings used for USIA student housing were removed after acquisition by the Thomas Jefferson Foundation. Drivcwav access from Route 53 and the Saunders Bridge connecti ng the entrances to ?+Monticello and Montalto continues around the buildings and the project site, The mountaintop was cleared sometime in the past and is mostly lawn stow, but some landscaping around the buildings, including large trees. remains_ PC t/4 ofMCS94M rcpan 1 24 09 PAgo2ofS REVIEW COMMEiV I'S: Review comments are included as Attachment E. Most of the issues related to changes required for the site plan have been givers by the reviewers. No objections to the map amendment or the text amendment have been offered. The Zoning Division includes concerns tegarding parking, as discussed below. QUESTIONS FOR THE PLANNING COMMISSION- 1. lssoc; The proposed uses for Montalto should meet the purpose and intent of the Monticello Historic District (copied below): H.1 IWENT AND PURPOSE, WHERE PEFlwMIrrED The intent and purpose of the Monticello Historic District (hereinafter referred to as ,IMHD ") is to create a planned historic list €iet: - To permit restoration. preservation, cause €vatiom education, programs, research and business activities related to the operation of a historic house museum and historic site at Monticello; - To proinote the preservation and enhancement a f a unique historical site } To preserve significant tracts of agricultural and forestal land; To be a district that is unique to those parcels which both belonged to Thomas Jefferson and contain uses related to the operation of the historic site, in ncngnition of - the importance of Thomas Jefferson to the history of lbemarle County; - the importance of Monticello to the reputation, education, and economy of Albemarle County; - Monticello as a unique element of the historical and architectural legacy of Albemarle County, the nation. and the world, as recognized by its inclusion on the World Heritage List administered by the United Nations Educational, Scientific, and Cultural Organization - Restoration or re- creation of Jefferson -era structures or landscape features, and their subsequent interpretive use, shall be regulated only to the extent necessary to protect public health and safety. Wscussinn: The functions proposed to be held on Montalto would cornpliment and further the educational component of Lhe MHD, including the importance of Thomas Jefferson to the County, and the preservation and enhancement of a unique historical site. The acquisition of the property prevented its division into residential lots and protected the Monticello view shed, as well as ft view of the mountain from lower elevations. Placing this property into the M HD could ensure that its uses would be connected to the purposes and uses contained in the District. Whiie the Feasibility Study, the plans (Montalto Zoning Map Amendment) and Proposed Uses at PC Worksmian report 129 OS ?Age 3 of I Montalto (letter dated October 13, ?007 from Valimie Long of Williams Mullett) documents details and insights of the proposal, staff` is concerned that while the intention of the applicant is to link the study of the scholars in residence, the subject of the conferences, and other activities an this site to Jefferson, Jefferson's era, and Jefferson's legacy, these links could become Iess clear ire the future. Proffering these documents or providing a statement of intent with the rezoning wottid provide guidance for the implementation of the proposed uses and rehabilitation of iris property. nest iow Does the proposed rezoning of Montalto meet the purpose and inlet of the Maineirello Histark District? If riot, wheat should the applicant offer to make the Proposed uses consistent with the purpose and intern of 1he UHD hoth noii- and in the fit tire? If d does. whal r: ommilments should be provided to assure the Comm `stency is maintained in lire.}. llure? 2. Issue: The access to the site is from a narrow winding access road and limited on- site parking is available on -site. Discussion: Access to the site would be for three primary sources: the transient scholar residents, the staff (including caterers), and visitors to the seminars and functions. On -site parking is limited to a total of 28 spaces (1? existing and 16 new ), as well as a parking courtyard next to the catering kitchen in they house. An area south ol'the Project Area (Figure C2. 1. Attachment B) has begirt labeled "overflow parking". The number of spaces fer this area and the reason why it is needed has not been provided. The applicant intends to provide shuttle service from Monticello to the site for thou: attending seminars and events. Staff is concerned that the Feasibility Plant does not provide details regarding the shuttle service and the parking accommodations, For example, is the parking at Monticello adequate to also serve the proposed uses, provisions for the shuttle to pick up and return visitors both at Monticello and Montalto; areas to be designated for allowed parking on Montalto; provisions to restrict vehicular access to Montalto. Access to the buildings by emergency vehicles has been verified. However, the Fire Department has concerns regarding clearing of snow and ice on the access road. The applicant has been requested to provide a written plats giving arrangements for snow and ice removal_ u m ian: Does the Planning Cr nratiskion believe more derails, w waled by sra regarding the shuttle sen ce and parking acco m odarion ,should be provided? Does the Commission believe a written plan giving arrangemenLr far snow and ices removal should he provided? 3. Issue: The allowable density in the M HD is l house per 21 acres. The Rural Areas district allows 5 development rights on each lot, with the remainder divided into '1- acre increments. The proposed scholar residences do not use these development rights. Discussion: The applicants have not addressed potential residential density for this property. The Monticello Historic District would allow 15 divisions to cstablish residences on the property. Although the potential for a greater lot yield deists in the RA, staff is wiic erned that the land in the M HD should he protected from future divisions. PC WWkPM1rM] "Ft 12E) 08 Pagc 4 0'5 ucgion:.Should the applicant commit to Jimit residences to scholar residences arch- and restrirr potential runore residenrial divisions? 4. Issue: Little is known about the property outside the project areal limits. 1)hcussion: A potential vineyard and expansion of the walking trail on the remaining property has been di:=ssed, but future plans for the remaining property have not been finalized_ The MHD would provide basic regulations regarding the uses on the balance of the property. However. as particulars For the use of the remaining property are not known without luturae commitments by the applicant, staff's opinion is that statements of what would and would not occur on the hillsides would be beneficial. uestion; World the Planning Comptission like additional in ormurian and c•rrrplinitmr nix regarding Me possible uses vn Me remainder of she pr•operiy? RECOMMENDATION. Staff requests that the F111mming Commission review the proposed addition to the Mon iceIto Historic District and give guidance regarding issues raised in this report, as well as any additional items the Commission would like to see addressed. ATTACHMENTS. A Summary of Feasibr"l #t), .Stu4v tar Montalto July 2007 (Revised 0rtaber 2007) B Montalto Zoning Map Amendment Plans. Draper Eiden Associates. October 29, 2007 C Letter from Valerie Long, dated October 19, 2047 lD Monticello Historic District Ordinance E Staf3' K view Comments Pt' VI+at"olion Fopel 1 29 oa Poke 5 of 5 AtNchmen! A Summary 4!rf'easibilily .Study for Alonfafit) Juli- _7007 (Reused October 2007) Provided ro lit Planning C'arrrmLsion for the January 29, 2008, work session- COUNTY OF ALBEMARLE EXECUTIVE SUMMARY AGENDA TITLE=: ZTA Historic District MA 2007 — 23 Montalto SUBJECTIPROPOSAUREOUEST: Rezone 329,68 acres from RA Rural Areas to FAD Monticello Historic District; Amend Section 11 of the Zoning Ordinance to permit Monticello Scholar Residences as a by-r qht STAFF CONTACT(S): ilimberg, McDowell AGENDA DATE- May 7, 2008 ACTION: X INFORMATION: CONSENT AGENDA: ACTION: INFORMATION- ATTACHMENTS: Yes REWEWED BY: Cilimberg BACKGROUND: in January 2008, the Manning Commission held a work session to discuss issues related to the subject applications. The applicant responded to the issues discussed and provided the requested information. On April 8, 2088, the Planning Commission unanimously recommended approval of the subject applications. At the public heanng, the Planning Commission was advised that, as stated in 'he staff report, amendments to the proffers were anticipated. but that the amendments were not xpected to be substantive in nature- The Planning Commission did not recommend any additional changes to the applications and acknowledged that the proffers may be modified prior to the Board of Supervisor's public hearing, DISCUSSION: The following proffers were presented to the Planning Commission; 1, All outdoor lighting shall be arranged or shielded to reflect light away from the abutting properties. , Vehicular access to the Property shall be controlled during peak events that require off -site parking. 3, No more than three (3) Monticello Scholar Residences shall be occupied as an accessory use at one time. except diiring the semi - annual meetings of the Board of Directors of the Thomas Jefferson Foundation, Inc. I beeping with the intent of the Monticello Historic District (MHO) to link uses within the District with Thomas Jefferson, Monticello, and the Jefferson legacy, the third proffer identified limits for nan- scholar residents. As the text of the proposed ordinance amendment to add Monticello Scholar Residence as a by- right use further clarified the parameters for the residences, staff believes that MHD intent would be maintained without the need for the third proffer which would be redundant. Therefore, the applicant has withdrawn the third proffer. The Monticello Historic District text amerLdment is as follows; k0_, a - Its Exec surn 2008 ATTACHMENT G I tit E ff..j lr U61 A • ■r • =P7 r. W11 r- -2I.! -r i No other changes to the proffers have been made since the Planning Commission meeting. The amended proffers are included as Attachment I RECOMMENDATION: Staff and the Planning Commission recommend approval of ZTA 2007 -06- In consideration~ of this ,ZTA, staff believes that the amended proffers reflect the intent of the Planning Commission's recommendation and recommends approval of Z A 2007 -2 (with the amended proffers - ttachment 1). ATTACHMENTS: I Proffers 11 Planning Commission Action Letter Ill Planning Commission Staff Report nos Exec Sum 2 May 7, 2006 Original grotTer: X Amendment- Proffer StatemenI Montalto Date: April ?l, 2008 1 A #= ZMA 2007 -00023 Montalto Tax Map and Parcel Numbers: 07700 - 00 -00- 03100, 1 7700- 00- 00- O')IBO, 07800- 00 -00 -0 5AD 329.68 acres to be rezoned f orn RA (Rural Areas) to MHD (Monticello Historic District) TJF Really. LLC. a Vir inia hintwd liability company. is the f6e simple owner (the ..Owner ") of tax map parcels 07700- 00 -0(I- 03100. 07700- 00- 00- 031B0. and 07800-00-00 - 02 5A0 (collectively, the "Property "). which is the subject of zoning rnap ameiRdment application number MA 2007 -0002 ; known as "Montalto." Pursuant to Season 33,3 of the Albemarle County Zoning Ordinance, xhe Owner here�y voluntarily proffers the conditions listed in this prof cr statement, which shall be applied to the property if the rezoning is approved by Albemarle County. These conditions are proffered as part of the rezoning and it is acknowledged that the conditions are reasonable, This Proffer Statement shall relate to the two -page application plan efltitled "Application Plan - Montalto Zoning Map Amendment," prepared by Draper Aden Associates, dated March 27, 20US (the "Application Plan', } - 1. All outdoor lighting shalI be an anged of shielded to reflect light away from the abutting properties. ?. Vehicular access to the Property shall be controlled during peak c vent s that require off - site parking. eV1U07VM WITNESS the follov -inn signature: T.TF Realty, LLC By: Thomas Jefferson Foundation, Inc,. sale rnernbcr B v: OtAfta-o. � aniel P- Jordan. Kc.,AU it Attachment 1 May 7. 2008 (Regular Day Meallno) (Page 621 here is to be able 10 reCeivp the tax bene". The property+ owner, Mr. Gladden, is 115o pro sent and would be happy 10 answer any ques[Iona. Ms. Thomas mentioned the[ she Is pleased to see Iho conservallon 130ssment on thls pfapertyr. T" ChaJrmarT opened 1Me Publit he9rin0. WMh no one Coming forward, the pub6r, healing was Olosed, in nd 1ho m atter w35 placeb belore the Board - Ms. Mallek moved for approval of ZMA- 2007 -025 suNea 10 the appllc.ant'S pralfors dated ;1amh 26, 2648. Ms. Thomas secondipd the motlon- RoH was called afro the motion carried by 1 he f otloyrvinp 1`11COrded vow AYES: Mr. Slulzk+y, Ms Thorrmas, Mr- Boyd, Mr Dome% M5. Ma;!rk and ?air. Rooker - NAYS= None. gb@ ptofferS are gel ctrt In full bellow-) Original Pr0lY M X Amondrnenl PROFFER STATEMENT Z MA No. ZMA- 207.00025 Tax Map and Plarcei Numberis] 07000-0040.03900 pwnsr(a) of Record: Wavortrim Hall LLC Dale of ProNor Slgrlature' MAM 2E.?Q9$ 145.33 acres to be rezoned I16m pFID Planned Ullit Development to RA Ftaral Areas Wavartree gall LLC rs t" evmer ;thq'0wrL0r -j aT Ta% NL3p and Parcut Number 07000-M-00-03900 (tha -Property"] Which is the 5Ul}jecl 01 rezOn+n4 epplieatibn ZMA No 7MA 2007- 04625, a prole --1 *mown as " Wavertrus Kali" (the 'Prolocn- Pursuant la Section 33.3 o11ho Atbemarle County Zoning Ordifience, tha Owner rhercoy volurllarilyr prolfsrs the condiiians. Baled oelCw which Small be applied to the Property it ii is rezorrDd tO the zoning distnv ideniilieo abovQ. Tt1es9 condtons are Pf Offered as a pal Of lhu requBslefd rezoning and ;hg O wrw ackn0wi0d9g5 that the condl,&Ls are reasonable. I There shall be rio more than lour single - family awalling5 on ilia property. Gthar stfuctures permitted by rlghl in the Rural Argue zoning district, grid slrurtr,res lhalhe o esso 1 bit permined idod a0r in the Rural Areas zoning dISITI cl, Are also per rutled on Rho Pmp'ewly. P PaM y parlthoned rnlo not more than two 9WCUts 2. The property subject 10 this rezonFr4 shall rarnain as 'cam man area' lar ttt9 benelrt and use of the residents of Wavorlme Hall Subdivision. The ameTtilles. as prey may exisi withtn the subjocl PfoperTy, shall afro remain and be marntolned so thel they are avadabla for US$ by it* residents of Waveriree Hall t ubdrwision, Tltieaa 8menisles Cofk9isl al a Iwen[y (201 loot walkway easemant and a bark mulch path ,within a lea ($0) (Got walkway @g5ernent, bath as shown on the 'Physical Sury ayr Shamng 145 33 Acres of Lam -A Portia+} of Wauerrtrea Hal I Farm,' propared by W m LJ Orris F0519r, dEk Bed June 5, 1987, fecordod ifi Deed Book 050. 98905 195 and 166, a copy of which 15 attad}ed h8r6ta for mfererkw. These matlars are sub46Ct la terrrunation or amundirrent PufSUant to iris lerms of 7 06 of tho Wsverlrue Hall Farm peolaralion of Restrictions Covenanls and Gonnilions Imposed By Christian RotreaM, Inc. recorded in Deed Bank t67, begIrming at page 101. OWNER WaVSrirea Hall, LLC fS n&dj Joy qh R. G!adoen By- Joseph R. Gladden. Jr- TWe. Member - Manager (Th0 next WC 110m9 worn held concurrently.) Agenda 116rrt No- 20 - 136IC k1EARIN = ZTA- X07-046 manilesAW Himark. District fMli�i Idonilcel R PROPOSAL Zoning 1egi amendment to amrind the MH[) Tggulaainris by adding Section 11.3.1(24) 10 allow - MonliruAo 5Cholaf ReOdumW 35 a u69 permitted by right- Tile oxiating donstty lof new #0SId8n1lai develWmen[ aalnori7e in the M D : one dwalling ur�t Per f�t9 D +y u acres, and the p+op09ed muing text amendment would not d AFW I y ( progress art ApLW 21 and Apird 28r 2W84 MEiy 7. 2408 (Regular Day McEring) Pau@ 531 Agenda lie No. 21. PUBLIC HEtARING' PROJECT, 2MA- 20U7.423, Mpnlaltr1$igns PROPOSAL; Rezona $29,68 sores from AA Plural Areas zoning dlsinel which allows RA -Rural Areas: agrlC1)4u11'al, foreslal, and 4sliory uses, tesidenlial density X0.5 uniVacrej to MILD Moiiticelio Historic District zoning -�Wstrkj, a plaTifM4 hisl46c disirial to permit the restoration, preservation, r3ducation, programs, resaarcli and buslness aCtivitles related to the operallon or a historic 1TCuse museurF1 and historic s-re a. Monticello; residential done" (1 unl1021 acres). FPOFFERS' Y03- EX ISTING COUPREHENSIVE PLAN LAND USFfI)ENSITY= Rtarar Areas - pra50VM and protect agriculluraal, tv(estal, open space, and naturai. historic ant scenic resoureeW donMy ( -5 unVacre) . ENTRANCE CORRII}DR: Yes- LOCATION. 1400 MDntallo Loop Read, Floute 53 at this "trar rca !o Mvnlir elld- TAX MAPTAfiCELS- TMP 77 -31 ; TMP 77 -315; TMP 76 -25A- MAG1STERIAt- UISTR[GT= Scottsville. fAdverUSed 0 The Daffy Progress on Aprr7 21 and Aprnf 28. 2008 -) Mr Cdimberg reported ttidt these lw0 requ gsls would Change tite zpning TO tiistanc cIL51imt and would add Two "t plan residences to the byfiglil uses in the district, He sold that the Cc nler would involve renovation of the N1ree exisling buildings and the gTounds fora variety of activilie5 In association w& Jelisrson Studies ko provide residences and areas for seminars, cpnferenoBS. ocaldoor eyenls, etc- Mr. oirimbe rg Stated Brat this would abut the exiSling hi5lorm drslrlct zonl ng and prOpeny that is under MonliCello ownershlp and the cenler would come tinder its ownersfrip- He n01e4 that most of what would haappe n would utilize the bari6dings that remain ort the properly, ahhough 11'i9ra is SOrne &4dillonal parkiN proposed. They hove proffetad control on access 10 the mo4ntan Ior activities Mr. Gdimberg mentioned that there ig a canse:vation easement in place for $bold ISo eves whkcb represents about half the propo rty. He said thaiT 29 potential residences under rural area zonir19 would change 10 a m axirourn of 15 parmissible udder hislorio district zonir►g, Thera will be sbgred perking at Monticello and cOnlrolled access a[ Montano. Mr- C�imberg slated that There are two pro11e15 regarding outdoor lighling and rmw a,ca:ess well be controlled, The Zoning Text Ameridment alleviated 11io need for a Ihlyd proifer tsercause of The definition of scimlar residences as a by -.right use. Mr. %clkejr asked it the entry road would ram ain unchanged. Mr- Cilimberg replied 'hat It would lof the ream park aiiO has been delorrnln.gp by fine and remma 10 be aoi:Wable for theli purposes. The fire ettulpmeril was able to make one [rip frp [he driveway. W- Cilimberg AC1000 I ial 51atf and the Commission recammerld approvaal based vii a nurrber of positive lli' Ines, wilh proffers dated April 21. 2008 8nd reeomrnend9d approval of the ZTA regarding the scholar resldences. Ms. Thomas asked ii the Boatfd would be Setting a preower l that [hey mighl *egret when the Unlv@rslty Coma s in with at plan lof a conlereix* centet at Mower+ Mr. Cilitnberg replied that the precedent was set when the M4nlicalla H;StWic E]i51T[Cl was created, 9s it reciagnixed the rmpofief►.a of a W Drid He ritage oroperly and a staltilished that properly withi n litre d0ficl was to b4 uniquely assoCialted wash Jellorson. He said that stall's review focused on activa:ios Thal aa.re very particular to .3ekiei-SOn lhat would not olherwise kr9 gpogptable in the rural arffaa- Mr Cili mberg meted that the applicant provided signdicant comparaliae Infonra #ion on cuter kinds al lacllgws Thal operale In associaliort wlih a 1-19dlag0 •lyp0 Sikualion This ig for an existing group of t3uildings, no,. new canstruclion, acid directly conmVed to JolleK54n. He does net think ocher properties will be able to make the sane kind of argument because they won't be & JO 14 quality fpr historic district overiay. Al 1tkis lime the Ohal•man asked the appiicani for comm Brits. Mr MIND Matthews, of Matlhows Doveft pment Company, aijdrosse4 the Board, Stating I-hal Tim is rCV0senitng this Thoanas Je"lerson 1'ouritla #ion, He introduced the Ex0cutiva V +c6 Presidanl df Monlice%D, Ann Taylor, and Valerie Long DI Williams Mullen- He also recognized Kai lrrihA, who was riot present. far flit worts with MontaceHo. Mr. Mallhews said Thal the Thomas Jefferson Foundallpn has owned Wnkello since 1923 aril their mission has been twolold' pieservaatlen an4 educalion- Tho l=ounda#idn now owns nearlI 3.000 of JeflersaM's original 5.000 acres- He slated lh t in 2400 )flay cra &ted a master plan III at has helpesa improve Saunders Bridge on Rau9e 53 and Kemper Park and the Saunders MoriticWla Tratl -which has preserved the entrance corridor of 53 up IQ Monticello- in 2003, he said. the Foundation began vrbrk to Create the Mondwilo }ii610ric ❑istnct, as nanie of the property was Opvered under ttie 1980 County Zoning Ordinance aria thus was enlinely non- conloiminQ- Mr- Matthews added thal at lh$ time tMhp xas put lorwatd the Foundaaion did +trot own Montalto. but it Caam a ua for Salo w�len they Itad begun their work an Vie visitors' Cen19r Mr- M atthgwr� said that there was 9 plan ter a 16-lot McMwision subdivision ptanryed tar thal Mountaintop, so thio Foundation Bogard put together an emergency effort and pkarahased MonljO for $15 rri. ion In April 2004. He staid thal there were a number of apanmants as part of the property was terminated with those ron- hL5toric reside ricas elirninalad. Mr Matthews stated that the FOLnd0llon 104liia properly needed no additlonal s[rudures Gttior than She existing hlsloric ones, an# left al should ba iracorpoKaled Into thin Monticello Ksitodc District. He presentel a depir Lion of the budding rises - She Repose House to bo used for educational gaminws and ctirtaric-R lea MBdhrmn ,aid he# a side amount wised 1 or Sludy, and some aupport Space In I" towers oamp6e parking would be added urF�er the 'chin' of 1ha mounlalintop and would have low visibdLty; he added that it wrould be handicap accessible $nd lfiey ara cansldOng perviDUS paving for a number of areas on5ite. He May 7. 2006 (Regular Day Meeting) (Page E2) rLere Isla be able [of eceive the [ax beneh% The prppeny ownef, Mr. Gladden, Is also present and would be #sappy [o answer any questions. Ms. Thomas memioned Ihal she Ls pleased 10 see the ton5ervetipn easoment on trws property The Chairman opered the public hearing With no ono Coming forward, Iha oublrc haanng was closod. and ttie maller was placed before tha Sward, M5 Mallek MOVOQ !ar approval of ZMA-2447.425 subject to the applicants preNers doted March 26, 2608 Ms. Thomas seconded the moiaon Ralf was called and the motion carried by the loW -tAn9 rcrordod vote: AYES. Mr- Slutzky, Mr. Tha-mas. Mr. gpyd. Mr. Dorner. M5 FM1allOk arc# Mr. Rookar NAYS: None (Ti14 prolfers are set out In lull helow;� OVrial Proffors YL Arnendmeit PROFFER STATEMENT ZMA No. ZMA•2007.40025 Tax Map and PdroO NuM'nW(Si 47000 013 UO 03444 Ownerl s) pt Roca d Wavedree Hall LLC Data al Proffer Srpnatur0: VarCh 26_.2 145,33 acres 1p h0 rezaneb iron PA Planned Unit pevL lop ment to RA Rural Areas w avarin3e Hall L LC is the gwner (chit 'Owner � of Ta)t Map and Parcel Number 07000.00.00.133900 (irie 'Property'} whlrh is She subjecl of rezortmg app icalw n ZMA NP ZMA 200740025 a pr aloe' k nOwn as "Wwe.rlree Ha q- (the `Prcjeci ") Pument to S.action 33.3 Ol the ARM m- axle Counly Zorvr g Or4knanc42, irie Owner ireroby valuntanly pinflers the conditions IiglWj below WhIa shall be 4Wmd to Ina Properly ii It is rezved to the zoning 6sl+icl kmntified above. Those CnndiliiDns ure prgllefed as a pari of thrr roquestud rezoning and line Owner aCk nOwlodgas that the conditions are roasonabte. 1 Thera snarl be no more than lour single -family awolwags an the propoi;y. Othor structures permitted by tight in the Rural Areas zoning district- anij 5;tucturpS trwi are aCCessory to a Permuted use in the R ural Areas zoning eLstn . aTe also permitted an line prgperty. Trio property may ba subdiwi'ded or pandioned into rim rnorc =m Iwo wFc*ls. 2. The priap'mny Eubjocl to ttiiS rezoning shall remain as 'COMM err area' for line befielrt and use of the fesrtlenas of w avert reo Hat Sut7dnn5i0r1 The amenitle5, d5 Choy may exist wHhin 1510 subject PF006fty+, .hail also Temam and tae maintained 5o thal :hey are available for use by litre residonls of WaveMain Hall Suodivisiori., These amerut es consrsc of a iwenly (2'U) loot wal4sway easement and a bark m u ICh Path writiin a ten (10) foot walkway easennOnl, both as shown on the 'Phiysicat Sv"Y Showing 145.03 Acres of Land-A Rorlion of Waaverlree Hall FdTM,- Pra7pareo by yr M- lMharrm Faster, dar9# Jlrno 5r IW. recordod rn land Book 950, AWs 185 and 186, a CAgy ai wh+ch is 9jccWhpp hPvoto for rerwenca. These irnwer5 are subject la Ierm inaTipn or ame ndment pursij arnt to the terms 01 7.05 Of the WayerTree. Hall Farm Oeclaraiinn a1 FtwriMrn Cowonanls a nd Condil0ons I mpoSed By Chri stian Retreal5, I nc rpcaraw to Good Book 667. I)eginmr g at page 101 OWNBp averin:ee Nall, LLC iS�anedy Jo5tf0+1.13�is] -fin By ,loseph R- Gladden, Jr- T+IIr Murnber- Mana{jer (Tht next two items ware hold concurrently.) Agenda lien's No 20 PUBLIC HEAD g# ZTA -2007 6- Mnnticollu HisKgr dl trIL I i MIIM- Monl1c;V119 SChOW RqgJapnCip PROnSAL. Zoning lex1 annommenl to a rnerid rho MHd regulations by 3tlding Section t 1.3.1 JZ4) to arlow "Mo nliCello Sctialar Ressiderve' as a ugo permerled by rrgtal. The exisliing donsity tar new rgSrtlential develapmOnt authorized m tine MHD is aria dwesaV unit paw twenty -one acres, and the PfDPOSW 20111019 to %t amendnlgnt wourd nn1 chaTige chat ducisity rAdrefffsOd rn the Dsiiy Progross ar APOt 2 f and A(M 2$, 2da8 0 May 7• NM I Reguiar Day Weelrng � (Page 53t Aganda 1[arn No. 2i PUBLIC HEARING: PROJECT; ZMA -2W7- -423- Montano (starts &OD). - PROPOSAL- Rezone an 68 "res from RA Rural Areas zoning dlStrhCt whICh allows. RA •• Rurat Areas= agricultural, Ipreslar. and fisnory uses: residmlial density (0.5 unitlacre) to MHD fr wicello htisioric district zoning district, a planned hiVoric dislFict to permit the re5[ora'ipn. prg8ervatien. colucation• programs. rresearch end Wsine$S actmilies felaled to the operalipn Of a h,slpnc house museum anti h,sloric site a[ Munlicello: MsIdenlial dansity (i uniV21 9Cre$). PROFFERS- Yos- ExISTING COMPREHENSIVE PLAN LAND USE DENSITY- Rural Areas - creservo and pFatect agriculiural, toresiat, open space. and natural. hlsleric and scenic resvurCesi denSiiy f 5 uniUacrei CNTRANCE CORFIIDOF -Yes. LXATION- 1400 MantalM Loop Rood. Roule 53 at the entrance 10 Mortticolia- TAX MAPIPARCELS- TMP 77 -31= TMP 77.3 18: TMP 78 -25A. MAGISTERIAL DISTRICT: Scottatralle. (Adyeti ised or? 11m Carly Progress on Aprd 21 and l p6r 28, 20Ct6,) MF Criimberg ieportgd Thal these two requeSSS would change the zOrring to h-atofic districl and wrauld add Iwo scholar reSiderion l0 the bynghl uses in the disc rict. He said last the ca nl& would i nvviwe Fenovation el the three existing builhings and the grounds for a warinty of Wivil i89 In 3sso6adon vMtr Jeiia lsion Sludies 10 prvvlde residences and areas for seminars, confeiences, ouldoor owents, Otc. Mr Cdiminq stated that This would abut the existing ltiscoric ditstmi zoning and properly'hal rs und©r Monticello Ownership gild the centar would came under i.& OwnarshKp. He noted Vial most of whel wautd happen would tatiNzig the buildi nos lhal remai n an the property, apt hough there rs Sortie addfbnnal parking proposed. They have proliered conn4 on across to the mountain fair aclivilies frlr CiIImberg mentioned ihel 'here rg d conservation easement in place for abou[ 16D aves which represents but hall the properly, He said that 2S potential reei0enom under rural aroa zoning would CharW to a maxirnum al tS permEsu bte under hrstanc district gorllrig- Thera wig be shared paiki ng a[ Moniiaello and controlled =*SS at Mamallo. Mr. Oil irnberg stated lhslt ihera are two pro11er5 regamOng ouldoar lighting and how access wall be canlrolled Tne Zoning Text Amendment allevraled the nam for a thlFd W0rfar because of the dofirtiiban at scholar residences as a by -right uso- Mf Rooker a5hv -d if the entry road wputd femain uraChaangpd Mr Mlimbeig reptred that rt would for the rnos[ par[ And has ueen beterminod by fire and rescue t]e acceo eltft tof their pu"se5. The fare equlprnortt was able to m akp the trip up the driveway. Mr. Citirnberg addCx4 that staff arid the Commission mwnmand approval based an a nunnb f of positive lindingrs, wrrth p.rgrra% dated Apnt 21. 2008 and reCOlrlm9ntlod approval 8t rha ZTA regarding the sCNolat residences. Ms Thomas asked Lt ifiC Board ura�uld tie $411rng a precedent 01al Ihey might regret when lhp Unlvaraity comes in voth a plan for a conference centre+ at Mnrven- Mr. Cdiniborg replied that thin preogd9ni was srpt where The Mortticella Historic: Di.mrfci was credtep, as it Feoogruzed the impartance al a World Ha ilage property and estzWish0d that ptwfty within litre dislrlel was to be uniquely associated wllh Jatlarson. Hr Said that staff's rowiaw focused on activilres that araa very particular lo Jortefson Thal wrould not Otherwr se bin! aCef1plable in ltM rural areas. Mr. COimberg noted lhal the applicant provided signiiscant cornparaOve inlormaUnn on Other kinds of facilities Thal operate to aSSOGiation with a heritage -type 94tuMian. Th.s i5 tot an exislang OTOUp of aui[drrios, na1 new construction, and difWly oonnactod io Mtilfson. He does not ihi+ik other pmperlies *11 be atAe to make the same kind of argursrent because they won't be abbe 10 quAly far 11i5rorrc disirict overlay Al this. lrm e 1 he Chai rrnan asked the apol cant for Cornmants. Mr. t„4ike Matthews. Of Majthews De++elOprnant Company, addressed the Ebard, staling Thal he is rWesenling the Tnornas Jaallurson FOUndalion. He rntroduCed aha Execulrwe Vice President Of Monticello- Ann TaOor• and Valerie Long of Witham$ Mullen He also recagnind ttat Irnhutt, who was n0l present. for her work whit Mon1rC2110. Mr. Matthews said that the Thomas Jolief$on Faundatiorr ftas ownrrd MonliCallo $mea 1923 a0d their mission has u00n lwo%40, pTOS0rw31ion end Bducation The Foundation now owns nearly 3,OW 01 Ja;tterson's 0figinal 5 -Dot} aves. ire slaled Thal in 2000Itley created a mastor plan ikiw has flnlped improve Saundars Uridge On Roue 53 nand Kemper Park acrd trio Sau nders Monlicalla Trail - which 1185 preserved the entrarrcxt corfldor pi 6; up to VrorrtlCello I n 2003- he said, the Foundation began work to crgaua the Monticello Hisioric Distncl, as none o' the property was CgvefM under the SgBO Coumy Zoning Ordinance artd thus wigs errlirely non•conrorming. Mr. Matthews aoUed shat at the time thrs was put f04Wartl the Feu ngallon 6d W1 own Manlalta, bur 0 cama up tar Sala wha n Ihey had begun I heir work on thff visitors' ryealdr- Mr Malmews said that tinere was a plan for a 16-lot fyi mam'0n subdivis*n planned tar that mountaintop, $o the Foundation Board put together an amergeney effors and purchased hlanEaho for $15 million in Aprd 7004 Ke said 1ria[ there were a numbOF of apartrrterri5 as part of the ptoperty and lhdt use was Ierrnmaled vnth lhpSe n0n-histona residences eliminaled. Mr Marl hews sla3ed 1ha1 the Foundal +Orr fell the property needed no addiiinnaal struriures other chain the exisling histo6c ones, and relt it sfiauld be inc0 rporaloo Into the Moriticelfp Historic Disinct. He preseriteti a depiction all 1lte bu Iding u$e9 - the Repose 11045ie 10 be used'pF Bduca7lwal * seminars and drstiartce ieaming, scholar f7Sldenbce$ t4 tjrh} usfz fox study and soma support $Paco ire the [ewers Complex. IFAr Matthr}ws said Thal a small amount of par},rng would tic added under the 'chin' of the rnauntaintop and would have low visibility, ha aacidad that it would be ilar+dit -@p accessible and they are corr5i0oring pervious pawing for a nurebm of areas on5ile. tie STAFF PERSON: Joan McDowell, Principal Planner, Rural Areas PLANNIN G C O.MMIS SI ()N WORK SESSION: January 29, 2008 I-IZO: ZMA 2007 -23 Montalto TA 2007 -06 Montarelln Historic District {MIID) Text Amendment APPLICANT'S PROPOSAL.: Rezone 329.68 acres in three parcels on Montalto, the rnot)ntain adjoining Monticello to the southwest, From Rural Areas to Monticello Historic District (M HD) and to amend the MHD to include "Scholar Residences" as a by -right use. The applicants, the TJF Reath+, LLC and Thomas Jefferson Foundation are proposing uses that would not be permitted in the Rural Areas zoning district and adding "scholar residences" to the by -right uses in the MHD. The existing house was constructed of wtive stene in the early 1900's far J.A. Patterson. More recently, the house and accessory buildings were used by the University of Virginia as housing for lave students. Two of the buildings constructed for student apartments were demolished after the Thomas Jefferson Foundation acquired the property in 2004. The applicants have proposed to renovate the interior of the three remaining structures, the house, the tower, and the barn, in order to provide apartments for visiting scholars of Jefferson, the Jefferson era and Jefferson's legacy, as well as a conference center for seminars, lectures, meetings and other special programs devoted to Jefferson and Monticello. Outdoor spaces would include gardens, gathering areas, reception areas, areas for outdoor events, a bowling green, amphitheatre, and parking. The actual acreages have not been givers for the project area, but it is generally the area at the top of the mountain. Page two of the . umonarry of Feasibility .Study for Montalto July 2007 (Revised October 2007) (Attachment A) contains a summary of the activiti es to take place on the property and the uses for the interior and exterior spaces. Page three of the Feasibility Study provides the scope of work, as well as the two primary guides For the renovation: 1) she view from Monticello of the northeast slopes mast be preserved and is being studied to determine how it would have appeared in Jefferson's life; 2) rehabilitations to various structures and improvement to the grounds must respect the historic architectural and landscape fabric, as appropriate. The applicants have not proposed changes to any building's exterior, except as necessary for general maintenance. Each of the 8 — 10 apartments created would have a kitchen. Food service for both indoor and outdoor events would be catered. The house also includes a catering kitchen. A letter from the applicants' attorney describing the proposed uses is attached (Attachment Q, The lever is accompanied by a letter from William Beiswanger, the Robert H. Smith Director of Restoration. Mr. Beisvwranger has summari zed the connection between Thomas Jefferson and Montano. In addition, a sampling of Pc Wnrkscssion iepori 1 39 tie Pop I of 5 information identifying visiting scholars to Monticello has been provided, as well as examples of similar fellowships offering housing at five other historic sites. PURPOSE 0 F THE WORK SESSION: To provide an opportunity for a discussion c issues as I 11 review of these applications progresses. LEGAL DESCRIPTION- PROJECT. ZMA 2047 -23 Montalto PROPOSAL: Rezone 3 2 9. 6 8 acres from RA € ural Areas zoning district which allows RA -- Dural Areas. agriculturW, forestal, and fishery uses; residential density (0.5 unitlacre) to MHD Monticello Historic District zoning district, a planned histori c district to permit the restoration, preservation, education, programs, research and business activities related to the operation of historic house musawn and historic site at Monticelle; residential denshy (1 unit / 21 acres) PROFFERS: Yes No X EXISUNG COMPREHENSIVE PLAN LAND USEIDE SITY: Rural Areas - preserve and protect agricultural, fomstal, open space, and natural, historic and scenic resources/ density ( .5 uniU acre) ENTRANCE CORRIDOR: Yes X No LOCATION. 1440 Montalto Loop Road, Route 53 at the entrance to Monticello TAB{ 14APIPARCEL. TM 77 -31, TM 77 -3111; T P 78 -25A MAGISTERIAL DISTRICT. Scottsville TA 2007 -06 -- Monticelia Historic District (MHD) — Scholar Housing — Zoning text amendment to amend the MHD regulations by adding Section 11.3.1(24) to allow •,scholar housing„ as a use permii"ed by right. The existing density fot new residential deveIopment authorized its the MHD is one dwelling unit per twenty-one acres, and the proposed zoning text amendment would riot change that density. The Monticello Historic District ordimuce is included as reference (Attachment D). EXISTING tvONDITIONS: The property currently contains three structures: the house, the bam, and the tower. Three buildings used for U A student housing were removed after acquisition by the Thomas Jefferson Foundation. Drive ay access from route 53 and the Saunders Bridge connecting the entrances to Monticello and Montalto continues around the buildings and the project silt:. The mountaintop was cleared sometime in the past and is mostly lawn now, but some landscaping around the buildings, including large trees, remains_ PC Worksmion m7 n 1 29 PS Fagg 2 of 5 RI: fF ' D )E NT : Review comments are included as Attachment E. Most of the issues related to changes required for the site plan have been given by the reviewers, No objections to the reap amendment or the text amendment have been offered. The Zoning Division includes concerns regarding parking, as discussed below. QUESTIONS FOR THE PLANNING COMMISSION- [ ss uv. The proposed uses for Montalto should tneet the purpose and internt of the Monticello Historic District (copied below): 11.1 INTENT AND PURPO E, WHERE P E RM ITTED The intent and purpose of the Monticello Historic District (hereinafter referred to as "MHD ") is to create a planned historic district, - To permit restoration, preservation, conservation, education. programs, research and business activities related to the operation of a historic house museum and historic site at Monticello; - To promote the preservation and enhancement of a unique historical site; - To preserve significant tracts of agricultural and forestal land; - To be a district that is unique to those parcels which both belonged to Thomas Jefferson and contain uses related to the operation of the historic site, in recognition of: - the irn pormnce of Thomas Jefferson to the history of Albemarle County; - the importance of Monticello to the reputation, education, and economy of Albemarle County-, - Monticello as a unique element of the historical and architectural legate of Albemarle County, the nation, and the world, as recogmized by its inclusion on the World Heritage List administered by the United Nations Educational. Scientific, and Cultu.W Organization, Restoration or re- creation of Jefferson -era structures or landscape features. and their subsequent interpretive use, shall be regulated only to the extent necessary to protect public health and safety. Discussion: The functions proposed to be held on Montalto would Compliment and further the educational componmt of the MHI , including the importance 0f Thomas Jefferson to the County, and the preservation and enhancement of a unique historical site, The acquisition of the property prevented its division into residential lots and protected the Monticello view shed, as well as the view of the mountain from lower elevations. Placing this property into the MHD could ensure that its uses would be connected to the purposes and uses contained in the District- While the FeambiIity Study, the plans (Montalto Zoning Map Amendment) and Proposed Uses at Fc w (jE5jVn «Pon 1 N08 PEE 3 Ut 5 Wntafto (letter dated Ociober 19, 2407 from Valerie Long of Williams Mullen) documents details and insights of the proposai, staff is concerned that while the intention of the applicant is to link the study of the scholars in residence, the subject of the conferences, and other activities on this site to JefXmon. Jefferson's era, and Jeff on's legacy, these links could become less clear in the future. Proffering these documents or providing a statement of imrnz with the rezor ing would provide guidance far the implementation of the proposed uses and rehabilitation of this property. uestion: Dins the proposed rezoning of Montalto meet the purpose and intern of rice Monticello Historic District? if what should the applicant offer to make the proposed arses consistent with the parpase acrd intent (if the MHD both now and in the urure? #f -it does. what commitments should be provided to assure the consistency is maintained in fhe future? Issue: The access to the site is From a marrow winding access road and limited on- site parking is available on-site- Discussion: access to the site would be for three primary sources. the transient scholar residents, the staff (including caterers), and visitors to the seminars and functions. On -site parking is limited to a total of 28 spaces (12 existing and 16 new), as vwrell as a parking courtyard next to the catering kitchen in the house. An area south of the Project Area (Figure C2. 1, Attachmew B) has been labeled "overnow parking ". The number of spaces for this area and the reason why it is needed has not been provided. The applicant intends to provide shuttle service from Monticello to the site for those attending seminars and events. Staff is concerned that the Feasibility Plan does not provide details regarding the shuttle service and the parking accomrrmodat ions . For example, is the parking at Montir- eIto adequate to also serve the proposed uses; provisions For the shuttle to pick up and return visitors both at Monticello and Montalto. areas to be desipazed for allowed parking on Montalto; provisions to restrict vehicular access to Montalto. Access to the buildings by emergency vehicles has been verified. However, the Fire Department has concerns regarding clearing of snow and ice on the access road. The applicani has been requestcd to provide a written pian giving arrangerrnerntLs for snow and ice removal,. eresiion: Does the Planning Comm ission !relieve more details, as noted by staff. regarding Me shuttle service and parking accommodations should be provided? Does the COmmisavou believe a written plea giving arrangements for snow and ice removal should be provided? Issue. The allowable density in the MFHD is 1 house per 21 acres. The Rural areas district allows 5 development rights on each lot, with the remainder divided into 2 1- acre increments. The proposed scholar residences do not use these development rights. Discussion: The applicants have not addressed potential residential density for this property. The Monticello Historic District would allow 15 divisions to estahlish residences on the property. Although the potential for a greater lot yield exists in the A, staff is concerned that the land in the MHD should be protected from future divisions. PC WorL=son rcpon a 29 08 Pale 4 of 5 uestion: ,Should the applicanr commit to limir residences to scholar residences only and restrictporentiol furure residcnfial divisi "s? 4. Issue: Little is known about the property outside the project area limits. Discussion:. A potential vineyard and expansion of the walking trail on the remaining property has been discussed, but future plans for the remaining property have not been finalized. The M14D would provide basic regulations regarding the uses on the balance of the property. However, as pariseulars for the use of the remaining property are not known without future commitments by the applicant, staff's opinion is that statements of what would and would not occur on the hillsides would be beneficial. uestion: World the planning Comm tssion like additional information and carnmirments regarding (he possible user on Me reinainder of the property? RE t [ENDATION. Staff requests that she Planning Commission review the proposed addition to the Monticello Historic District and give guidance regarding issues raised ifs this report, as well as any. additional items the Commission would like to see addressed. ATTACHMENTS: A Sum,,naryqf Feasibility Study for Montalto July 200 (Revised October 2007) 13 Montalto Zoning Map Ammdrnent Plans, Draper Aden Associates, October 29, 2007 Letter from Valerie long, dated October 19, 2G07 D Monticello Historic Districs Ordinance E Staff Review Comments AC 1WnrJ -.wswn apart 1 29 46 peg& 5 of 5