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HomeMy WebLinkAboutResolution - 2005-R0205 - Agreement With Wal-Mart Stores Regarding Improvements In Phase One TIF - 05_12_2005Resolution No. 2005-RO205 May 12, 2005 Item No. 43A RESOLUTION BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK: THAT the Mayor Pro Tern of the City of Lubbock BE and is hereby authorized and directed to execute for and on behalf of the City of Lubbock an Agreement between the City of Lubbock and Wal-Mart Stores, Texas, L.P. regarding the funding of public improvements in Phase One, Bond Issue Two, Project Sixty-five, of the Second Amended Project Plan for the North Overton Tax Increment Finance Reinvestment Zone. Said Agreement is attached hereto and incorporated in this Resolution as if fully set forth herein and shall be included in the minutes of the Council. Passed by the City Council this 12th day of may , 2005. / /(:. TOM MARTIN, MAYOR PRO TEM ATTEST: Reb6ca Garza, City Secretary APPROVED AS TO CON7 Craig F er, Managing Dir ctor of Planning and Transportation APPROVED AS TO FORM: Linda L. Chamales, Senior Attorney Office Practice Section City Att / Linda: Res -NO TEF Dev.Agret-Wal-Mart May 12, 2005 CONTRACT NO. 6079 . DEVELOPER PARTICIPATION AGREEMENT BETWEEN THE CITY OF LUBBOCK AND WAL-MART STORES TEXAS, L.P. STATE OF TEXAS § COUNTY OF LUBBOCK § This agreement is between the City of Lubbock, a Texas municipal corporation (hereinafter called the "City") and Wal-Mart Stores Texas, L.P., a Texas limited partnership (hereinafter called "Developer"). WHEREAS, the City recognizes the importance of its continued role in local economic development; and WHEREAS, the City, upon receipt of a petition requesting creation of a tax increment financing district from the owners of more than 50 percent of the appraised value of the area, adopted Ordinance No. 2002-029, March 14, 2002, establishing the North Overton Tax Increment Financing Reinvestment Zone (the "TIF District") in accordance with the provisions of the Tax Increment Financing Act, V.T.C.A. Tax Code, Chapter 311 (the "Act"); and WHEREAS, in accordance with the Act, the Board of Directors of the TIF District has prepared a Second Amended Project Plan (the "Project Plan") and a Second Amended Financing Plan (the "Financing Plan"), and the City, in accordance with the Act and after making all findings required by the Act, has adopted or will adopt, an ordinance approving the amended plans, copies of which are attached hereto as "Exhibit A" (the "Plans"); and WHEREAS, the Act authorizes the expenditure of funds derived within a reinvestment zone, whether from bond proceeds or other funds, for the payment of expenditures made and monetary obligations incurred by a municipality consistent with the project plan of the reinvestment zone, which expenditures and monetary obligations constitute project costs, as defined in the Act ("Project Costs"); and WHEREAS, Developer has acquired certain real property situated within the the TIF District and intends to develop the property as Wal-Mart Supercenter #3826-00 (the "Project'), substantially in accordance with the plat which is attached and marked "Exhibit B" (the "Plat") and the design which is attached and marked "Exhibit C" (the "Design"); and WHEREAS, The City, after due and careful consideration, has concluded that the redevelopment of the Project as a portion of the TIF District as provided herein and in the Project Plan will further the growth of the City, facilitate the redevelopment of the entire TIF District, improve the environment of the City, increase the assessed valuation of the real estate situated within the City, foster increased economic activity within the City, Developer Agreement- City / Wal-Mart increase employment opportunities within the City, upgrade public infrastructure within the TIF District, and otherwise be in the best interests of the City by furthering the health, safety, and welfare of its residents and taxpayers, and that entering into this Agreement is necessary and convenient to implement the Plans and achieve their purposes; and WHEREAS, the City is desirous of having Developer undertake the Project in order to serve the needs of the City and in order to produce increased tax revenues for the various taxing units authorized to levy taxes on real property within the TIF District and the City and, in order to stimulate and induce the redevelopment of the TIF District, the City has agreed to participate by dedicating and pledging the use of revenue in the Increment Fund created by the City on behalf of the TIF District (the "Tax Increment Fund") to finance certain Project Costs, all in accordance with the terms and provisions of the Act and with the terms of this Agreement; and WHEREAS, the Developer desires to have the City participate and the City agrees to participate in the construction of public improvements such as street reconstruction, street lighting, landscaping, street furniture, sidewalks, and water/waste water replacement and relocation; NOW, THEREFORE, in consideration of the foregoing and of the mutual covenants and agreements herein, the City and Developer agree as follows: ARTICLE I. RECITALS AND EXHIBITS PART OF AGREEMENT 1.1 The representations, covenants and recitations set forth in the foregoing recitals are material to this Agreement and are hereby incorporated into and made a part of this Agreement as though they were fully set forth in this Article I. Exhibits A, B, C, D, E, F, and G, attached hereto are incorporated into this Agreement as if fully set forth herein. ARTICLE II. DEFINITIONS 2.1 "Parkway" is herein defined as any part of the public right-of-way lying between the curb or grade line of any public street and the abutting private property line. 2.2 "Hardscape" is herein defined as the hard surface portion of the landscaping in the Parkway such as stone, concrete, brick or other approved surface under the Design Guidelines as set forth in "Exhibit F". Developer Agreement — City / Wal-Mart 2 2.3 "Softscape" is herein defined as plant materials, ground preparation, pedestrian lighting, street furniture, and trash receptacles. 2.4 "Public Improvements" is herein defined as those items to be constructed or undertaken by the City as set forth on "Exhibit D". 2.5 "Developer Improvements" is herein defined as those items to be constructed or undertaken by Developer as set forth on "Exhibit E". ARTICLE III. CITY PARTICIPATION 3.1 In accordance with Bond Issue Two, Phase One, Project Sixty -Five of the Project Plan, and in accordance with the City of Lubbock Redevelopment Policies and Tax Increment Finance Policies, the City agrees to dedicate, pledge and use revenue in the Tax Increment Fund to construct, at its sole cost and expense and at no expense to Developer, the Public Improvements as shown in the attached "Exhibit D". The construction of the Public Improvements shall be completed by the City on or before November 30, 2006. 3.2 Participation by the City in the construction of the Public Improvements shall be based on actual construction costs incurred by the City. In the event that the actual costs of the individual Public Improvement items are less than the amounts shown in "Exhibit D", then the City will utilize the remaining funds (in its sole discretion) to increase any other individual Public Improvement item. The City also reserves the right to reallocate the "savings" for projects in -a subsequent phase of the development in the TIF District. The City's expenditures for Public Improvements pursuant to this Agreement shall be limited to $1,829,423. Nothing in this Agreement shall be construed to require City to approve reimbursements from any source of City funds other than the Tax Increment Fund. 3.3 Increases in the scope of the Public Improvements or Developer Improvements beyond that contemplated by the plans and budget within this document shall be paid by the party requesting the increase in scope. 3.4 The City agrees to make available to Developer for inspection all of its books and records related to the Public Improvements and to allow Developer access to the site of the Public Improvements during construction for the purpose of periodic inspection of the construction work. The City agrees, when applicable, to follow the Design Guidelines, including the Landscape Plan, attached hereto as "Exhibit F". Developer Agreement — City / Wal-Mart 3 3.5 The City and Developer shall cooperate and coordinate their activities with respect to the construction and completion of the Public Improvements and the Project so that the construction and completion of the Public Improvements shall occur at such times as are necessary to meet the construction time requirements of Developer for the Project. The parties agree to jointly prepare (and update from time to time as necessary) a construction schedule of the Public Improvements in order to help implement the parties' obligations. Such schedule, when completed, (and as updated) shall become "Exhibit G" to this Agreement. ARTICLE IV. DEVELOPER OBLIGATIONS 4.1 Developer agrees to invest a minimum of $20 million in the Project for land and improvements. 4.2 Developer agrees to construct and complete the Project on or before December 31, 2006. The construction of the Project shall be completed at the location depicted on the Plat and in accordance with the Design. Any changes in the Plat or Design must be reviewed and approved by the City. 4.3 Developer agrees to construct the Developer Improvements shown in the attached "Exhibit E" in accordance with the Design Guidelines, as applicable, including the Landscape Plan, attached as "Exhibit F".. Prior to construction of the Developer Improvements, the plans for the Developer Improvements shall be reviewed and approved by the City. Developer agrees to allow the City access to the Project during construction for the purpose of periodic inspection of the construction work. 4.4 Developer acknowledges that the City will be issuing debt backed by revenue in the Tax Increment Fund to fund the Public Improvements, and Developer therefore agrees that the Project shall not be sold or transferred to any entity that does not pay property taxes for this property for a period of twenty years from the date of this Agreement. If, during the 20-year period, the property is sold to an entity that would not pay property taxes, Developer agrees to pay into the Tax Increment Fund a sum equal to the amount of increment that would have been generated by that property over the remainder of the twenty year period at the effective tax rate on the date of the sale. ARTICLE V. FORCE MAJEURE Developer Agreement — City / Wal-Mart 4 5.1 It is expressly understood and agreed by the parties to this Agreement that if the substantial completion of the construction of any improvements contemplated hereunder is delayed by reason of war, civil commotion, acts of God, inclement weather, governmental restrictions, regulations, or interferences, delays caused by the franchise utilities or their contractors, fire or other casualty, court injunction, necessary condemnation proceedings, acts of the other party, its affiliates/related entities and/or their contractors, or any circumstances which are reasonably beyond the control of the party obligated or permitted under the terms of this Agreement to do or perform the same, regardless of whether any such circumstance is similar to any of those enumerated or-ftot, the party so obligated shall be excused from performing during such period of delay, so that the time period applicable to the design or construction requirement shall be extended for a period of time equal to the period the party was delayed. ARTICLE VI. TERM 6.1 The term of this Agreement shall begin on the date of execution and end upon the complete performance of all obligations and conditions precedent by parties to this Agreement. ARTICLE VII. INSURANCE 7.1 Developer agrees to obtain or cause its contractors and/or subcontractors to obtain comprehensive liability insurance satisfactory to the City (including workers' compensation or a self-insurance plan in lieu thereof) which names the City as additional insured, due to any damage, injury, or death attributed to the Developer or its contractors or subcontractors while completing the Developer Improvements. ARTICLE VIII. INDEMNITY 8.1 Developer agrees to defend, indemnify and hold the City, its officers, agents and employees, harmless against any and all claims, lawsuits, judgments, costs and expenses for personal injury (including death), property damage or other harm for which recovery of damages is sought that may arise out of or be occasioned by Developer's breach of any of the terms or provisions of this Agreement, or by any negligent act or omission of Developer, its officers, agents, associates, employees or subcontractors, Developer Agreement — City / Wal-Mart 5 in the performance of this Agreement; except that the indemnity provided for in this paragraph shall not apply to any liability resulting from the sole negligence of the City, its officers, agents, employees or separate contractors, and in the event of joint and concurrent negligence of both Developer and the City, responsibility, if any, shall be apportioned comparatively in accordance with the laws of the State of Texas, without, however, waiving any governmental immunity available to the City under Texas law and without waiving any defenses of the parties under Texas law. The provisions of this paragraph are solely for the benefit of the parties hereto and not intended to create or grant any rights, contractual or otherwise to any other person or entity. ARTICLE IX. AUTHORITY TO BIND 9.1 The City represents and warrants to Developer that the City has full constitutional and lawful right, power, and authority, under currently applicable law to execute and deliver and perform the terms and obligations of this Agreement, and all necessary City proceedings, findings and actions. Accordingly, this Agreement constitutes the legal valid and binding obligation of the City, is enforceable in accordance with its terms and provisions and does not require the consent of any other governmental authority. 9.2 Developer hereby represents and warrants to the City that Developer has full lawful right, power and authority to execute and deliver and perform the terms and obligations of this Agreement and all of the foregoing have been or will be duly and validly authorized and approved by all necessary actions of Developer. Accordingly, this Agreement constitutes the legal, valid and binding obligation of Developer, and is enforceable in accordance with its terms and provisions. ARTICLE X. DEFAULT 10.1 A default shall exist if any party fails to perform or observe any material covenant contained in this Agreement, or if the representation provided for in Section IX is not true or correct. A party shall immediately notify the defaulting party in writing upon becoming aware of any change in the existence of any condition or event that would constitute a default by the defaulting party, or with the giving of notice or passage of time, or both would constitute a default by defaulting party under this Agreement. Such notice shall specify the nature and the period of existence thereof and what Developer Agreement — City / Wal-Mart 6 action if any, the notifying party requires with respect to curing the default. 10.2 If a default shall occur and continue, after thirty (30) days written notice to cure default, the City may, at its option terminate this Agreement or pursue any and all remedies it may be entitled to in accordance with Texas law, without the necessity of further notice to or demand upon Developer. ARTICLE XI. FEDERAL FUNDING 11.1 The City represents and warrants to Developer that no federal funds or federally assisted project activities as administered by or under the control of the City are involved in this project at this time. The City further agrees that it does not have any intention or plans to participate in the future in any federally assisted project activities in the TIF District. 11.2 Developer represents and warrants to the City that Developer has no federal funds involved in this project at this time. Developer further agrees that it will not in the future participate in any federally assisted project activities in the TIF District. ARTICLE XII. NOTICES 12.1 Any notice required by this Agreement shall be deemed to be properly served if deposited in the U.S. mails by certified letter, return receipt requested, addressed to the recipient at the recipient's address shown below, subject to the right of either part to designate a different address by notice given in the manner just described. 12.2 If intended for the City notice shall be sent to: Craig Farmer Director of Planning and Transportation City of Lubbock P.O. Box 2000 1625 13`' Street Lubbock, Texas 79457 12.3 If intended for Developer, notice shall be sent to: Wal-Mart Stores Texas, L.P. Attn: Legal Dept. — Texas Developer Agreement — City / Wal-Mart 7 Dept. 8313-0550 2001 S.E. 10`1i Street Bentonville, AR 72716-0550 And: Wal-Mart Stores, Inc. Attn: Realty Manager — Texas 2001 S.E. IOth Street Bentonville, AR 72716-0550 With a copy to: McMahon Law Firm, P.C. Attn: Paul L. Cannon 400 Pine Street, Suite 800 Abilene, Texas 79601 ARTICLE XIII. VENUE AND GOVERNING LAW 13.1 This Agreement is performable in Lubbock County, Texas, and venue for any action arising out of this Agreement shall be exclusively in Lubbock County. 13.2 This Agreement shall be governed and construed in accordance with the laws of the State of Texas. ARTICLE XIV. ATTORNEY FEES 14.1 Developer and the City expressly agree that if, as a result of a breach of this Agreement by either party, the other party employs an attorney or attorneys to enforce its rights under this Agreement, then the breaching or defaulting party agrees to pay the other party reasonable attorney's fees and costs incurred to enforce this Agreement. ARTICLE XV. LEGAL CONSTRUCTION Developer Agreement — City / Wal-Mart 8 15.1 In the event that any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision thereof and this Agreement shall be considered as if the invalid, illegal or unenforceable provision had never been contained in this Agreement. ARTICLE XVI. COUNTERPARTS 16.1 This Agreement may be executed in any number of counterparts, each of which shall be deemed an original and constitute one and the same instrument. ARTICLE XVII. SUCCESSORS AND ASSIGNS 17.1 The terms and conditions of this Agreement are binding upon the successors and assigns of all parties hereto. Provided, however, this Agreement shall not be assigned by either party without prior written approval of the other party hereto, which approval shall not be unreasonably withheld. ARTICLE XVIII. ENTIRE AGREEMENT 18.1 This Agreement embodies the complete agreement of the parties hereto as it relates to the Public Improvements and the Developer Improvements, superseding all oral or written previous and contemporary agreements between the parties and relating to matters in this Agreement, and except as otherwise provided herein cannot be modified without written agreement of the parties to be attached to and made a part of this Agreement. Developer Agreement — City / Wal-Mart 9 EXECUTED in multiple copies and effective as of the CITY OF LUBBOCK day of , 200_. WAL- T STORES TEXAS, L.P. A Texfiited partnership MAYOR PRO TEM By: ATTEST: Re ecca Garza, City Secretary APPROVE TO CO TENT: Craig Farrfier, Managing Director of Planning and Transportation APPROVED AS TO FORM: Linda Chamales, Senior Attorney Office Practice Section B*ty Shannahan Assistant Vice President Approved as to legal terms only WAL-MAR LEGAL DEPT. Date: Developer Agreement — City / Wal-Mart 10 EXHIBIT "A" M P, LAN North Overton Area Tax Increment Financing Reinvestment Zone L UBBOCK, TEXAS OCTOBER 2004 Developer Agreement — City/Wal-Mart: Exhibit A Financing Plan FINANCING PLAN The Financing Plan provides information on the projected impact that the North Overton Area Tax Increment Finance Reinvestment Zone (Zone) could have on the property described in Exhibit A. It will also describe how that impact could be utilized to enhance the area and region through leveraging the resources of each entity that participate in the project. Below is a summary of the Financing Plan items required by law: 1. The proposed public improvements in the Zone are as follows: • Capital costs, including the actual costs of the acquisition and construction of public works, public improvements, new buildings, structures, and fixtures; the actual costs of the acquisition, demolition, alteration, remodeling, repair, or reconstruction of existing buildings, structures, and fixtures; and the actual costs of the acquisition of land and equipment and the clearing and grading of land; • Financing costs, including all interest paid to holders of evidences of indebtedness or other obligations issued to pay for project costs and any premium paid over the principal amount of the obligations because of the redemption of the obligations before maturity; • Any real property assembly costs; • Professional service costs, including those incurred for architectural, planning, engineering, and legal advice and services; • Any relocation costs; • Organizational costs, including costs of conducting environmental impact studies or other studies, the cost of publicizing the creation of the Zone, and the cost of implementing the project plan for the Zone; • Interest before and during construction and for one year after completion of construction, whether or not capitalized; • The amount of any contributions made by the municipality from general revenue for the implementation of the project plan; • Imputed administrative costs, including reasonable charges for the time spent by employees of the municipality in connection with the implementation of a project plan; • The cost of operating the Zone and project facilities; and Developer Agreement — City/Wal-Mart: Exhibit A Financing Flan • Payments made at the discretion of the governing body of the municipality that the municipality finds necessary or convenient to the creation of the Zone or to the implementation of the project plans for the Zone. 2. Estimated Project Cost of Zone, including administrative expenses. Project cost estimates currently total $3.795 Million for Projects 1, 2 & 3 and $20.515 Million for remaining projects, for a total of project cost of $24.31 Million. Administrative expense estimates currently total $340,000. 3. Economic Feasibilty Study. • An economic feasibility study has been completed and is included as a part of this Financing Plan. 4. The estimated amount of bonded indebtedness to be incurred. • The debt capacity produced from the estimated tax increment through the 2010 period should yield approximately $24.3M at issuance and an estimated additional $1.7M from coverage. This should yield a total of approximately $26M in funding capacity over this time period. 5. The time when related costs or monetary obligations are to be incurred. • Monetary obligations will be incurred with each bond issue; however, it is expected that development agreements will be in place, which would provide sufficient tax increment to pay debt coverage for each bond issuance. 6. A description of the methods of financing all estimated project costs and the expected sources of revenue to finance or pay project costs including the percentage of tax increment to be derived from the property taxes of each taxing unit on real property in the Zone. • Project costs will be financed using bond issues with payment provided by tax increment funds received. The revenue sources will be the real property taxes captured by the Zone, which will account for 100% of revenues used to fund project costs and bonds issued. For the Financial Plan, it is assumed that all taxing jurisdictions will participate at` 100% of their incremental taxable value. 7. The current total appraised value of taxable real property in the Zone. The appraised value of the taxable real property in the Zone that the Lubbock Central Appraisal District certified in July 2002 was $26.9 Million. This amount is the base value for the district in calculating future increments. Developer Agreement — City/Wal-Mart: Exhibit A Financing Plan 8. The estimated appraised valued of the improvements in the Zone during each year of existence. • The estimated appraised value of the improvements in the Zone per year is listed in the following table. Table 1 ( ANNUAL CAPTURED VALUE YEAR 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 TOTAL ESTIMATED DEMOLITIONS $ g (2,019) (12,395) (2,362) (16,776) Developer Agreement — City/Wal-Mart: Exhibit A ESTIMATED NEW DEVELOPMENT $ K 12,406 21,632 22,142 126,305 102,144 35,913 13,413 333,955 ESTIMATED ADJUSTED CAPTURED VALUE $ g 10,387 9,237 19,780 126,305 102,144 35,913 13,413 317,179 Table 2 YEAR 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 TOTAL Financing Plan • The estimated annual incremental funds available from development and redevelopment in the Zone are listed in the following table. ANNUAL INCREMENTAL FUNDS AVAILABLE ESTIMATED ADJUSTED CAPTURED VA UE, $g 10,387 9,237 19,780 126,305 102,144 35,913 13,413 ESTIMATED CUMULATIVE CAPTURED VALUE. $g 101387 19,624 39,404 165,709 267,853 303,766 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 317,179 ESTIMATED ANNUAL TAX INCREMENT, SK 96 178 339 1,361 2,187 2,478 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 2,586 66,121 * Based on I00% partkipation and projected tar rates of: City-$ 0.45970, County-$0.255870, Hospital-$O.107420, Water Districl-- $0.008300. Based on estimated collected amount of increment (97.34% collection rate) Developer Agreement - City(Wal-Mart: Exhibit A 9XHMIT "A" North Overton Area Tax Increment Finance Reinvestment Zone L UBBOCK, TEXAS Prepared for City of Lubbock October 2004 Developer Agreement — City/Wal-Mart: Exhibit A Second Amended Project Plan PROJECT PLAN The North Overton Area was established in 1907 and over the next 20 years developed as a noddle -class neighborhood, with home ownership predominating. Following World War II, the growth of Texas Tech stimulated a need for student housing. This need was provided by many non -conforming apartments, converted garages, and subdivided houses, reducing home ownership considerably. Continued growth of Tech encouraged development of apartment buildings, further destroying the stability of the area. By the 1980's, the City of Lubbock recognized the need to "explore methods of stabilizing property values while allowing the area to develop to its fullest potential" and appointed the Overton North Study Committee. This Committee formulated strategies to address the area's problems and potential. Among the strategies was the possibility of utilizing Tax Increment Financing. The City also retained RTKL in 1989 to prepare a Redevelopment Plan for Downtown Lubbock, which included the North Overton area. RTKL's plan identified many of the same issues as the Study Committee and more particularly indicated, "the City must develop creative public/private joint development opportunities and provide public improvements as incentives for development". Through a series of economic and real estate factors, nothing materialized from the two studies during the 1990's, and the situation in North Overton continued to stagnate. However, at this time, a local developer has come forward with a plan to redevelop about 90% of the North Overton area and has petitioned the City to establish a Tax Increment Financing (TIF) District to provide the necessary public funds to enter into a public - private partnership. City staff, working with the developer, has prepared a list of public infrastructure projects, which will stimulate and enhance the redevelopment of North Overton. It is expected that the North Overton Area Tax Increment Financing Reinvestment Zone planned expenditure of approximately $51.9 million for public infrastructure improvements will result in future development/redevelopment in the Zone which will increase the taxable value by approximately $317 Million over the Zone's 30- year life. As set forth in Section 311.011 of the Tax Increment Financing Act of the Tax Code, the Project Plan for the North Overton Area Tax Increment Finance Reinvestment Zone, Lubbock, Texas must and does include the following elements: 1. A map showing existing uses and conditions of real property in the Zone and a map showing proposed improvements to and proposed uses of the property. Following is a map showing uses of real property in the North Overton Area TIF Reinvestment Zone and a map indicating potential locations of proposed public improvements in the zone. Developer Agreement— CityiWal-Mart: Exhibit A Second Amended Project Plan 2. Proposed changes of zoning ordinances, the master plan of the municipality, building codes, and other municipal ordinances. No changes anticipated at this time except to zoning ordinances. Zoning ordinances will be modified to provide architectural guidelines and special zoning considerations to provide for redevelopment of the North Overton area as a pedestrian -oriented, neo-traditional development. 3. A list of estimated non -project costs. Non -project costs within the Zone area are those development costs not paid for by the Zone. These costs will include, but are not limited to, $333,955 Million of new development. 4. A statement of a method of relocating persons to be displaced as a result of implementing the plan. In the process of developing and redeveloping the Zone, it is not contemplated there will be any involuntary relocations. However, it may be necessary to relocate individuals and businesses through voluntary buyout. In the event that this is required, the City or private developer will follow the procedures that would be used in the development or construction of other public or private improvements outside the Zone. Developer Agreement — City/Wal-Mart: Exhibit A Second Attended Project Plan NORTN OVERTON PROJECT PLAN (10 20-04) TIF Expense Phase '� fond t$sue 11, Retna�ning Projects Total host Street reconstruction/resurfacing $1,252,311 $5,000,439 $6,252,750 A/E services Reconstruction, curb & gutter Rotaries Rotary amenities $40,000 A/E services Landscaping - irrigation, lighting, street furniture Glenna Goodacre Boulevard $373,074 A/E services Replace curb & gutter ROW acquisftion Glenna Goodacre Blvd. Amenities $350,000 A/E services Landscaping - irrigation, lighting, street furniture Landscaping Parkway $629,093 A/E services Landscaping - irrigation, lighting, street furniture Water/Waste Water $496,810 Replacement & relocation Electric utility - underground $653,712 Pioneer Park Improvements 0 Marsha Sharp Frwy. Frontage 0 University Ave. Improvements 0 Replace curb & gutter Incentive Projects Subtotal * Administration Total Phase 1 TIF Cost $3,795,000 Phase 2, Years 7 - 30 Public infrastructure - TIF reimbursement as per statute *$900,000 reimbursement to developer as per agreement Funds available after bonds are paid & bond interest Total TIF Cost Developer Agreement — City/Wal-Mart: Exhibit A $235,000 $275,000 $1,976,926 * $1,450,000 $950,000 $1,300,000 $920,907 $1,550,000 $2,753,190 $3,250,000 $3,338,538 $3,992,250 $500,000 $500,000 $1,000,000 $1,000,000 $900,000 $900,000 $3,500,000 $3,500,000 $23,970,000 $340,000 $340,000 $21,415,000 $24,310,000 $41,810,000 $66,121,000 EXISTING LAND USE r _I North Overton TIF Boundary Existing Land Use October 2004 Commercial Industrial Park PLthliC Use High Density Residential Medium Density Residential Love Density Residential vacant Land x Transportation Communication and Utilities Developer Agreement — City/Wal-Mart: Exhibit A PROPOSED IMPROVEMENTS AND PROPOSED USES Overton Park Master Plan Tt c Lot on Main Street c0B&ff iniuw Developer Agreement — City/Wal-Mart: Exhibit A Exhibit "B" TRACM 14, 15, 16, and 11 -;„ OVERTON PARK MADO M TO THE CRY M LUMBO , U..CdMY.TEM ( 1 1 I 1 I 1 � II1 Tancr F® 1598.12 k_.__ V. 9808 P. 32 _ SMEFT 1 � � i TR1lCT S .+ ��•a 1w .s— .. _. :.`.'...tea" ...r.......e,C.® v@� I---- 1 NEWa W u.uwis. �� Tr,r�..uevsnurvwuv.,utr xrmaenearMwmra°�mauraxm ,.PGlL1�T-0f�E;.IR.11i1.,'I-1011 vnommaEnaawram 'A- %+n �iocu Developer Agreement — City/Wal-Mart: Exhibit B Exhibit "C" Developer Agreement — City/Wal-Mart: Exhibit C EXHIBIT D WAL-MART STORES TEXAS, L.P. DIRECT CITY PARTICIPATION AND TIF FUNDING PHASE ONE, PROJECT SIXTY-FIVE, BOND ISSUE TWO Public Improvements Cost Estimate Street Reconstruction/Resurfacing $866,275 Architectural/Engineering Services Reconstruction of 7s' Street (60ft. ROW), Ave T & Ave R (50ft. ROW), including curb & gutter 7'H St drainage/storm sewer (City will not construct the intersection at 5`h and T Streets until inlets for the 5`h Street storm sewer system described in "Exhibit E" are constructed by Wal-Mart) Landscaping in the Parkway $464,850 Architectural/Engineering Services for all Softscape and Hardscape in the Parkway (will include design & construction documents with the Hardscape documents being provided to Wal-Mart). Construction of all Sofscape, landscaping, pedestrian lighting & street furniture Water/Waste Water $336,000 New 12" water line beginning at Ave U extending down 5`s Street to Ave T and connected to the proposed lines in Glenna Goodacre Ave. New 8" water line in the north -south easement on the Wal-Mart Property from 4th Street to Glenna Goodacre Ave. New sanitary sewer main in Avenue T at the alley between 5`h and 61h Streets extending South to the alley between 7`h and 8th Street. Construct the redesign (provided by Wal-Mart) of the sanitary sewer main from the Autozone service point running West to Ave T, then South in Ave T to Glenna Goodacre Ave necessitated by the design and construction of the 51h Street drainage/storm sewer by Wal-Mart Contingency $162,298 Total $1,829,423 Developer Agreement — City/Wal-Mart: Exhibit D EXHIBIT E WAL-MART SUPERCENTER #3826-00 DIRECT DEVELOPER PARTICIPATION AND TIF FUNDING PHASE ONE, PROJECT SIXTY-FIVE, BOND ISSUE TWO Developer Improvements Cost Estimate 5th St drainage/storm sewer (drainage improvements East of Ave T to carry 5& Street drainage) $190,000 Landscaping in the Parkway $309,540 Construction of Hardscape (Design & construction documents to be furnished by City. Specified materials to include concrete, pavers, etc. & irrigation). Total $499,540 Developer Agreement — City/Wal-Mart: Exhibit E EXHIBIT F DESIGN GUIDELINES Developer Agreement — City / Wal-Mart 15 ik iw ;11. %w r im w4, 0: 0 41 & t A ■ * Ike ���PR K SDC ■ JMEM •' '� . ..� .. y ; SITE DESiGNESon • le. W.++ ,. • -4. ' + � r�. • *its #** 049!#•0 #rs O46t* a • VP}rh �yra do ��Yrr • 41 Aft i +}I## r i* #�J # t it 19 t • i r * • 4k & . t ■ i t * r f • i rt * * • t a * # s r [ * 4V -# s • a # is E • *to vir # E + - I !M • i • t * 4 do a*. • .�. ft■ ••! • #�r lr • • • • *# • ••IPA •• *•i pooft got* lot IP '.• SOW # * ram++ k + + 69 d� % NO 0 lip all •i • a • , # . *L AL4AWLA4 Aft m-oi6AAA6.ALm kA 4AA• ft41.L • � � t ►*�+_��* TABLE OF CONTENTS CHAPTER 1: INTRODUCTION.................................................................................................... 1 Overview........................................................................................................................................... 1 The Documents.. ..... am ... — .... a ... --mm ... ass ... am ... mmmmm—.m.mm ....... ....... a ............... a ..... a .... a ..... a ......... am. 3 Using the Overton Park Public Improvements Site Design Guidelines ........................................... 5 History of North Overton................................................................................................................. 6 TheMcDougal Companies and Overton Park.................................................................................. 7 CHAPTER 2: OVERTON PARK CHARACTER AND ORGANIZATION ............................................ 8 introduction...................................................................................................................................... 8 Street Tree Framework................................................................................................................... 8 Street Tree Planting Guidelines....................................................................................................... 8 Right -of -Way Landscape Guidelines............................................................................................... 12 Street Signage............................................................................................................................... 16 Bus Stop Shelter............................................................................................................................. 16 Utilities........................................................................................................................................... 17 CHAPTER 3: OVERTON PARK GATEWAYS AND GATEWAY STREETS......................................18 Neighborhood Gateways............................................................................................................... 18 Gateway Streets............................................................................................................................. 19 Glenna Goodacre Boulevard (8th Street)....................................................................................... 19 Sixth Street and Avenue U............................................................................................................. 24 Rotaries.......................................................................................................................................... 27 Public Art and Ornamentation........................................................................................................ 27 Overton Park Public Improvements Site Design Guidelines i CHAPTER 4: MIXED USE AREA GUIDELINES.......................................................................... 28 Streetscape Design Guidelines...................................................................................................... 28 Sidewalk and Specialty Paving Design Guidelines........................................................................ 32 Streetscape Amenities................................................................................................................... 33 Pedestrian and Vehicular Lighting Guidelines............................................................................... 33 Fencing Guidelines......................................................................................................................... 33 Screening, Buffering and Separation Guidelines........................................................................... 34 CHAPTER 5: LOW DENSITY RESIDENTIAL AREA.................................................................... 36 Streetscape Design Guidelines...................................................................................................... 36 Sidewalk Design Guidelines........................................................................................................... 36 Streetscape Amenities................................................................................................................... 37 Pedestrian and Vehicular Lighting Guidelines............................................................................... 38 Fencing Guidelines......................................................................................................................... 38 APPENDIX A: SITE FURNISHINGS STANDARDS..................................................................... 39 Benches.......................................................................................................................................... 39 Trash Receptacles..........................................................................................................................40 Bicycle Racks................................................................................................................................. 40 Tree Grates..................................................................................................................................... 41 Trench Grates................................................................................................................................. 41 Vehicular & Pedestrian Lighting.................................................................................................... 42 Overton Park Public Improvements Site Design Guidelines If APPENDIX B: PLANT MATERIAL APPROPRIATE FOR LUBBOCK, TEXAS ............................... 45 Street Trees...................................................................................................................................45 Accent Trees...................................................................................................................................45 Open Space Trees.......................................................................................................................... 45 Street Shrubs I Low Growth I Perennials...................................................................................... 46 Open Space Shrubs I Perennials................................................................................................... 46 Ornamental Grasses....................................................................................................................... 47 Vines....................................................................................... Ground Covers................................................................................................................................ 47 APPENDIX C. STREET SECTION KEY...................................................................................... 48 Overton Park Public Improvements Site Design Guidelines Ill LIST OF FIGURES Figure 1 - Overton Park Proposed Land Use............................................................................. 2 Figure 2 - Overton Park Review Process................................................................................... 3 Figure 3 - Tax Increment Finance District Boundary............................................................... 4 Figure 4 - Street Tree Framework Plan..................................................................................... 9 Figure 5 - Public Landscape Areas by Type ............................................. 10 Figure 6 - Street Tree Intersection Detail............................................................................... 11 Figure 7 - Right -of -Way Landscape Visibility Requirements..................................................13 Figure 8 - Planter Pocket Detail.............................................................................................. 14 Figure 9 - Parkway Detail........................................................................................................ 14 Figure 10 - Bulb Out Detail...................................................................................................... 15 Figure 11 - Typical Street Signage...............................r.......................................................... 16 Figure 12 - Bus Shelter Concept..................................................•...•...•..•r...r...r.....................• 16 Figure 13 - Examples of Secondary Gateway Markers.......................................................... 18 Figure 14 - Gateway Streets.................................................................................................... 20 Figure 15 - Typical Gateway Street Pedestrian Crossing....................................................... 19 Figure 16 - Glenna Goodacre Boulevard Median Pedestrian and Bicycle Crossing ............... 22 Figure 17 - Glenna Goodacre Boulevard Median Planting Concept ....................................... 23 Figure 18 - Ellipse Design Concept......................................................................................... 24 Figure 19 - Rotary Design Concept......................................................................................... 27 Figure20 - Brick Pattern Examples........................................................................................ 32 Figure 21 - Sidewalk Design Concept..................................................................................... 32 Overton Park Public Improvements Site Design Guidelines Iv Figure 22 - Crosswalk Detail................................................................................................... 33 Figure 23 - Low -Density Residential Sidewalk Details........................................................... 37 Figure 24 - Approved Brick Paver............................................................................................ 39 Figure 25 - Approved Benches................................................................................................. 39 Figure 26 - Approved Trash Receptacle.................................................................................. 40 Figure 27 - Approved Bicycle Rack.......................................................................................... 40 Figure 28 - Approved Tree Grate...................................................................................•......... 41 Figure 29 - Approved Trench Gate........................................................................................... 41 Figure 30 - Approved Pedestrian Lights and Vehicular Lights ............................................... 43 Figure 31 - Approved Bollard................................................................................................... 44 Figure 32 - Approved Wall -Mounted Area Lights..................................................................... 44 Overton Park Public Improvements Site Design Guidelines v LIST OF SECTIONS Appendix C is the key map for the location of these sections. Section A - Glenna Goodacre Boulevard Mixed Use............................................................... 21 Section B - Glenna Goodacre Boulevard Low -Density Residential ........................................ 21 Section C - Sixth Street Mixed-Use......................................................................................... 25 Section D - Sixth Street Mixed Use and Low -Density Residential ......................................... 25 Section E - Fifth, Sixth, Seventh, Ninth, and Tenth Low -Density Residential ........................ 26 Section F - Avenue U Low -Density Residential....................................................................... 26 Section G - 9th and 10th Streets Mixed Use........................................................................... 29 Section H - Main Street Mixed Use......................................................................................... 30 Section I - Avenue U Mixed Use.............................................................................................. 30 Section J - Avenue V Mixed Use and Low -Density Residential .............................................. 31 Section K - Avenues W and X and Any New 50 Foot Street Mixed Use ................................. 31 Section L - Avenues R, S, and T - Low -Density Residential.................................................... 37 Street Cross Sections Location Key Map............................................................................... 48 Overton Park Public Improvements Site Design Guidelines vi CHAPTER 1: INTRODUCTION Overview The vision for Overton Park is to create a livable mixed -use community with unique character and charm in the heart of Lubbock, Texas. The community will be built around pedestrian friendly streets with large canopy trees and pedestrian connections to public transportation, shopping, restaurants, a neighborhood park, downtown Lubbock and Texas Tech University. The Overton Park development will include two primary types of land uses and densities as illustrated on in Figure 1: "Overton Park Proposed Land Use." In general, the western segment of Overton Park is proposed to be a commercial, mixed -use, and/or high -density residential area of development that will allow multiple needs to be met in a concentrated area. For the purposes of this document, this area will be called "Mixed Use." The single-family residential neighborhood is to be located in the eastern portion of the development, anchored by Pioneer Park and Ramirez Elementary School. In this document, this area will be referred to as "Low -Density Residential." The two areas are intersected by a grid of gateway streets providing a transportation and organizational framework for the neighborhood. Although the different land use areas are roughly defined geographically (mixed -use and high -density residential on the west, single-family on the east), the guidelines in this document are designed to apply wherever those types of land uses appear. More specific information about each of the land use densities and street types is found in the "Mixed -Use Area Guidelines" and "Low -Density Residential Area Guidelines" Chapters. This document, The Overton Park Site Design Guidelines, is part of a series of documents that will help the City of Lubbock, McDougal Companies, and other developers, builders and tenants reach this vision. The documents described in the following sections provide a comprehensive design concept for Overton Park. Overton Park Public Improvements Site Design Guidelines 1 LEGEND MIXED USE LOW DENSt1Y RESIWAL r r r r r I Ilil I ! ; � — --- � � II I�• I ! 1 I I I ■'r!1!■ frill= it I Hal r11, s I Ill 1 r li�i IL;�, 1i11� I ti �'.I�i lii �i.►* � _ Figure 1 - Overton Park Proposed Land Use Overton Park Public Improvements Site Design Guidelines 2 The Documents A complex development project such as Overton Park needs a variety of documents, both guidelines and binding agreements, to meet the needs of all parties. Figure 2: "Overton Park Review Process" outlines the interrelationship of all of these documents. Two documents contain design standards for the development. The Overton Park Design Guidelines are generally for the private properties within the project and this document, The Overton Park Public Improvements Design Guidelines, are largely for the public spaces and right-of-way. A typical land development project in the Overton Park project will include references to both documents: • OVERTON PARK DESIGN GUIDELINES, a product of the McDougal Companies, control the relationship between architecture and site improvements on the privately owned lots of the development. These guidelines detail appropriate architectural styles, architectural massing, fagade materials and colors, acceptable accessory structures, signage, building and site lighting, and walkway, driveway and landscaping requirements within the boundaries of private property. The McDougal Companies' Overton Park Design Review Committee will meet as needed to review plans. Elements from this private site plan review committee's findings may be incorporated into the zone case for each property, adding a level of oversight by the City of Lubbock. Desig Figure 2 - Overton Park Review Process • OVERTON PARK PUBLIC IMPROVEMENTS SITE DESIGN GUIDELINES, administered by the City of Lubbock, control the public spaces and street right-of-ways of Overton Park, creating a comprehensive design framework for the development. These guidelines address in detail the design vision, street framework, streetscape design standards, street tree and landscape standards, and site amenities for Overton Park Public Improvements Site Design Guidelines 3 LEGEND 1,1111 M u T.I.F. BOUNDARY W a z W Q N w z D Figure 3 - Tax Increment Finance District Boundary W D z W C Overton Park Public Improvements Site Design Guidelines 4 the public portions of the project. These guidelines will apply within the Tax Increment Finance District (TIF) boundary. Figure 3: "Tax Increment Finance District Boundary" illustrates the current TIF boundary. Three additional documents provide enforcement mechanisms through a variety of legal means: • DEED RESTRICTIONS are limitations within a deed that control the use of the property. Deed restrictions travel with the property title, and cannot generally be removed by new owners. Deed restrictions may cover topics as diverse as maximum floor area to land area ratio, maximum building height, building setbacks, permissible building uses, parking standards, site access locations, building location requirements, building elevation requirements including acceptable exterior materials, accessory structures, signage, landscape, site lighting, and other design requirements. The McDougal Companies will place deed restrictions on each property in Overton Park as part of the sale. • ZONING ORDINANCE. As each piece of property in the development is rezoned, a requirement due to consolidation of parcels, street and alley closings and changing uses of the property, specific details from each of the above documents may be included in the zone case for a particular piece of land. This adds an additional level of review and enforcement by the City of Lubbock. • DEVELOPER'S AGREEMENT BETWEEN DEVELOPERS AND THE NORTH OVERTON TAX INCREMENT FINANCE DISTRICT. Whenever Tax Increment Finance (TIF) District funds are to be expended on public improvements adjacent to a parcel of land in Overton Park, the developer and the TIF District Board sign a Developer's Agreement that outlines the responsibilities of each party. This binding agreement also may incorporate specific details from each of the above documents. If a Public Improvement District (PID) is created for Overton Park, similar agreements may be used. Using the Overton Park Public Improvements Site Design Guidelines Property owners planning projects in or adjacent to the right- of-way should hold a pre -application conference with the City of Lubbock Senior Planner. Prior to issuance of a permit or agreement, the Senior Planner, in consultation with other city staff members, will determine if the proposed project meets the intent of the Overton Park Public Improvements Site Design Guidelines. If the Senior Planner determines that a proposal contains unique circumstances that cannot be accommodated by the standards of the Overton Park Public Improvements Site Design Guidelines, the plans will be referred to the Urban Design and Historic Preservation Commission (UDHPC). Upon recommendation by the Commission, the Senior Planner may vary the requirements of the Site Design Guidelines so long Overton Park Public Improvements Site Design Guidelines 5 as the requirements of the Zoning Ordinance or any other applicable codes are not altered. Even if recommended by the UDHPC, the Zoning Board of Adjustment must approve variances from requirements of the Zoning Ordinance. Any variations from any other city codes must follow the review and appeal process in that code. History of North Overton The Overton Addition to the City of Lubbock was established in 1907 on a tract of land just west of the existing "town site." It was the first major real estate operation in town, offering the opportunity to double the size of the existing village. Lots offered by Dr. M.C. Overton sold at a steady pace, but a good portion of the land was sold in large tracts for future development. The first houses were built in 1907. Broadway, the main street of the addition, became a fashionable street on which many prominent Lubbock residents built their homes. By the 1920's, the Overton Addition became an integrated part of Lubbock through paving projects and the annexation of all its land to the City. The opening of Texas Technological College along the western boundary of the neighborhood in 1925 enhanced the development. As a result, the western part of Overton served the new college population. Boarding houses dotted the area and a variety of businesses catering to the college trade developed along College Avenue (now University Avenue). Tech professors and staff also built homes conveniently located to their work. The neighborhood that developed fully by late 1930's was generally middle class, with home ownership predominating. Most of the North Overton houses still standing in 2000 were constructed before 1940, and many were from the initial years of the Federal Housing Administration (FHA) loan programs. The post-war attendance boom at Texas Tech created a shortage of student housing. Although non -conforming apartments were not legal under the city zoning ordinances, there was a tacit agreement between homeowners and the City of Lubbock that allowed the conversion and leasing of apartments without permits or conformity to city building codes. This decision created many of the substandard units that plagued the North Overton neighborhood throughout its later years. Rental property became an important part of the Overton scene as an increasing number of owners moved to south and southwest Lubbock. Owners continued to convert garages into apartment and subdivide houses, and the population density of the neighborhood increased. By 1960, rising enrollment at Texas Tech encouraged a rash of apartment buildings. Most apartment complexes in the area were built before the 1975 zoning ordinance placed increased parking and landscaping requirements on such developments. This influx of rental housing eliminated much single-family housing, causing traffic and parking congestion, and introduced a transient population that weakened the stability of the area. Speculation became an important part of the real estate market in North Overton, where whole blocks of houses were bought up in anticipation of massive profits from apartment complexes. Overton Park Public Improvements Site Design Guidelines 6 Spot zoning began to destroy the stability of the neighborhood as the threat of encroaching high -density apartments and large concentrations of college students frightened older residents into selling out. By the 1980's, the Lubbock City Council recognized that the passage of time, market trends, and land use changes had created severe pressures on North Overton, and felt there was an urgent need to analyze the problems and potential of the area. As a result, the Council appointed the Overton North Study Committee in 1982. In general, the Committee noted that in the 1970's and 1980's: • North Overton had changed from a fairly stable single-family residential neighborhood to a high -density, renter -occupied, deteriorating area; • Increased out of town ownership and/or management of housing, both apartments and single-family rentals had diluted pride of ownership in the area; • Apartment complexes with inadequate parking were scattered across the area, isolating single-family residences and increasing congestion; • Weeds, abandoned vehicles and trash were common; and • Crime statistics were high. In spite of the efforts of this Committee, conditions in North Overton changed little over the next two decades. Deterioration, vandalism, overcrowding, and crime were the words people typically used to describe the area. The McDougal Companies and Overton Park In July 1999, Delbert McDougal, Chief Executive Officer of McDougal Companies, announced plans for "The Centre." This massive project for the more than 300 acre North Overton area is the largest privately funded redevelopment project in the nation. The area will include mixed -use development, apartments, and single-family residential. Plans continue to evolve for the area now known as Overton Park. According to the Lubbock Avalanche -Journal, a completed Overton Park will return $200-300 million worth of taxable structures to the rolls, which will benefit the city, county and Lubbock Independent School District. Demolition of existing properties began on the west end of the project, nearest Texas Tech. The first project to be built was a 240-unit student housing complex owned by Sterling University Properties that opened in 2003. Construction is underway for another similar project for the same company just west of the current facility. By mid-2003, demolition of most existing buildings was complete west of Avenue U. In the Fall of 2003, McDougal Cos. broke ground on The Centre at Overton Park, a $26 million hybrid retail/apartment complex that will serve as the gateway to the area. Completion of the 618,000 square foot building is expected by Spring 2005. The facility will include ground floor retail space, 288 apartment units and a four-story parking garage. Other facilities, including a City Bank branch, will begin construction by the end of 2003. Overton Park Public Improvements Site Design Guidelines 7 CHAPTER 2: OVERTON PARK CHARACTER AND ORGANIZATION Introduction One way that the vision for Overton Park will be realized is by establishing a framework of gateway streets and entrances with a cohesive landscape and streetscape theme. A variety of methods will reinforce the idea that Overton Park is a special place, including gateway monuments and public art, distinctive landscape features, and use of coordinated pavement, lighting, benches and other amenities along these gateway streets. Street Tree Framework In order to establish a consistent design concept for public spaces in Overton Park, Figure 4: "Street Tree Framework Plan," specifies specific tree species for each interior street and at each intersection. Public improvement designs for University Avenue and Marsha Sharp Freeway will be developed at a later date. There are generally four areas where trees are located in Overton Park: on private property, in planter pockets in the right-of-way in mixed -used areas, in the parkway in low -density residential areas, and in bulb -outs between on -street parking areas on selected streets. See Figure 5: "Public Landscape Areas by Type." Figure 6: "Street Tree Intersection Detail," illustrates the transition between tree species at intersections. Bulb -outs may be planted with ornamental trees or with the tree specified in the Street Tree Framework, depending on spacing. A list of approved trees for each category is included in Appendix B. Street Tree Planting Guidelines The following general street tree guidelines apply to all streets in Overton Park and should be used with Figure 4: "Street Tree Framework Plan" in developing landscape plans. • Street trees are required along all streets in Overton Park. Plant street trees generally 25' on center along a street block with allowance for variations in spacing for curb cuts, alleys and drives. Trees must be aligned and in straight rows, parallel to the curb and centered in the space in which they are planted. Align trees across the street and space them evenly along the block in relationship to each other and to the street centerline. • Figure 4: "Street Tree Framework Plan" designates street tree species to be used throughout Overton Park. Trees must have a minimum 3" caliper as measured by standard nursery practices. Overton Park Public Improvements Site Design Guidelines s • LEGEND RED OAK CEDAR ELM EVE OAK NUMM BALD CYPRESS BUR OAK r CHINESE PISTACHE FU_.T_.U_.R_,E_._._M_ A R- S H A S H A 1 x ; F , > Z < i i W W i y > i < < i i i ET 8 t h STREtrj 1 1 1 1 1 Z 1 i W i i Q i GLENNA G00 ACRE 10 0 $ i i i } i x 3 9 t h STREET W 1 � W 1 z 7 _ 1 W W 1 > > i 10th STREET < < W Z .._,_, . , . , . 1 W ... Y'_._._,_._,_._._,_,., i A 5 t h STREET 6 t h STREET 7 t h STREET cc W Z 9 t h STREET W U3 4 Q 10 t h STREET 1. .. []I> z z z z z W W W W W MAIN STREET < < < MAIN STREET' TREE < < 1 t i i B R 0 71 1D W A Y Figure 4 - Street Tree Framework Plan Overton Park Public Improvements Site Design Guidelines 9 LEGEND �■ BULB OUT ON WEST SIDE ONLY, PARKWAY ON EAST SIDE unions BULB OUT ON BOTH SIDES PARKWAYS nwwmm PLANTER POCKETS PLANTER POCKET ON NORTH SIDE, PARKWAY ON SOUTH BULB OUT AND PLANTER POCKET Figure 5 - Public Landscape Areas by Type Overton Park Public Improvements Site Design Guidelines 10 All street trees shall be irrigated. Irrigation systems must be installed and tested prior to the installation of any plant material. • Existing trees and their root systems should be protected during construction through the use of barricades and fencing. • All trees in the right-of-way should be pruned so that no foliage is less than 6 feet from the ground. No trees may be planted in the visibility triangle as defined in the Lubbock Code of Ordinances, Section 29-30(i) See Figure 6: "Street Tree Intersection Detail' and Figure 7: "Right -of -Way Landscape Wisibility Requirements." Visibility Triangle Cutoff Street Tree Type Tree Type at intersection --Face of Building Property Line a 7_ ii Figure 6 - Street Tree Intersection Detail • The preferred condition for placement of street trees in Mixed Use areas is in planter pockets surrounded by hard surface paving materials. The minimum size of a planter pocket is 4'xB' but when space allows, the planter pocket shall be 5'xl0'. See Figure 8: "Planter Pocket Detail." • The preferred condition for placement of street trees in Low -Density Residential areas is that the tree be centered in landscaping in the parkway. The parkway is defined as the area between the back of curb and the face of sidewalk. Hard surface materials are only allowed in residential parkways for driveways and sidewalk access to a residential yard. See Figure 9: "Parkway Detail." • Bulb -outs may be installed along certain streets for traffic calming and to delineate parking spaces. Generally, bulb - outs should be spaced 50 feet on center, though variations may occur due to utilities and other obstructions. Bulb - outs should be 12 feet parallel to the flow of traffic and 6 feet deep behind the curb line to allow adequate space for a 4-foot by 8-foot planter bed surrounded by a 24" wide hardscape apron. If street right-of-way does not allow for these dimensions, bulb -outs must be at least 6 feet square to accommodate a 4-foot square tree grate with a 24" hardscape apron. See Figure 10: "Bulb -out Detail." Overton Park Public Improvements Site Design Guidelines Right -of -Way Landscape Guidelines The following general landscape guidelines apply to all streets in Overton Park. Coordination of landscape and paving materials in adjacent public and private areas will be detailed in the Developer-TIF Developer's Agreement and/or the Zoning Ordinance for a particular piece of property where necessary. • All plant material shall be irrigated. Irrigation systems must be installed and tested prior to the installation of any plant material. Irrigation systems should utilize drip irrigation, subsurface irrigation or other water conserving methods or technologies where possible. • Plantings should be a combination of turf and planting beds containing low maintenance shrubs, ornamental grasses and groundcovers. Climatically adapted plant species should predominate for hardiness in urban conditions and to minimize maintenance. See Appendix B for a list of approved plant materials for Overton Park. Turf should be used in Low -Density Residential parkways and may be used in other planting areas exceeding 400 square feet. • Trees, shrubs, ornamental grasses and groundcovers of the same species should be massed in groupings. Individual plants should only be singularly planted when the intent is to highlight the species due to its unique color or form. • A balance of trees, shrubs, ornamental grasses and groundcover is encouraged. • The use of flowering or brightly colored foliage will create color and interest. Seasonal color is encouraged as an accent to permanent bed plantings. • The use of shade trees in and around surface parking lots, streets and other large areas of paving is encouraged. The use of deciduous trees on south and west sides of buildings and public use areas add shade in the summer and allow filtered light in the winter. • Horizontal and vertical layering of plant material creates spatial dimension and interest. Planting layers should differentiate between height, color, texture, contrast and movement. • Plant materials other than trees in the right-of-way may not exceed 2 to 3 feet in height as required by the Lubbock Code of Ordinances, Section 29-30(i). See Figure 7. "Right -of - Way Landscape Visibility Requirements." • Dress planting beds with a minimum of 3" of shredded cedar bark mulch to retain soil moisture, establish healthy root systems and reduce weeds. Overton Park Public Improvements Site Design Guidelines 12 Corner property line curb View Obstruction Section 29-30 (i), Lubbock Code of Ordinances parkway area • No trees may be planted in the visibility triangle. • Maximum height for any fence or other object in this area is 2 feet. Mid -Block Ile- T dew zone It # • Trees in the parkway or overhanging the parking area must be trimmed so that no foliage is less than 6 feet from the ground. • No evergreen or coniferous trees are allowed. • Maximum height for other plants is 3 feet. . Figure T - Right -of -Way Landscape Visibility Requirements Overton Park Public Improvements Site Design Guidelines 13 Figure 8 - Planter Pocket Detail ing Face Line Planter Pocket Street Tree Parkway Street Tree Figure 9 - Parkway Detail Overton Park Public Improvements Site Design Guidelines 14 ^•--•-- ^- --• Figure 10 - Bulb Out Detail Overton Park Public Improvements Site Design Guidelines 15 Street Signage Standard street signs, stop signs, parking signs, and directional and informational signs should be coordinated to establish the Overton Park neighborhood character. The careful placement of such signage to ensure a clear pedestrian pathway is also important. Street Sign and Other Signage Standard Requirements: • A decorative logo indicative of the Overton Park District will be included on each street number or name sign, and decorative metal finial will cap each sign pole. Designs for both will be provided by the City of Lubbock. • Street sign and traffic control poles will be painted to match the Landscape Forms "Stormcloud" benches and trash receptacles in the District. Matching color is Sherwin Williams SW2140 "Sealskin" High Gloss Enamel. Street signs shall be green with whit lettering. Sign material shall conforn to City Of Lubbock sheeting materia standards. • Installation Requirements: Signs should be installed in a visually pleasing manner that coordinates with Figure 11 - Typical Street Signage the rest of the street amenities. See Figure 11: "Typical Street Signage." However, all devices must be installed in accordance with the latest edition of the Texas Manual of Uniform Traffic Control Devices. Bus .Stop Shelter Bus stop structures may be located on gateway streets or in the Mixed Use areas. In Overton Park, shelters should relate architecturally to their surroundings and serve as focal points for the urban environment. Materials shall be compatible with those specified in the deed restrictions and design standards for the surrounding properties. Bus shelter plans must be approved by the City of Lubbock during the permit and contract review process detailed in Chapter 1. See Figure 12: "Bus Shelter Concept." Figure 12 - Bus Shelter Concept Overton Park Public Improvements Site Design Guidelines 16 Utilities Traffic signal boxes, transformers, telephone switching boxes and other utility structures should be located underground if possible. When they cannot be located underground they should be located out of important view corridors or entry points to buildings and screened behind plantings, fences or walls. Utilities should be placed to avoid trees and not disrupt their alignment or spacing. Overton Park Public Improvements Site Design Guidelines 17 CHAPTER 3: OVERTON PARK GATEWAYS AND GATEWAY STREETS Neighborhood Gateways Gateways are entry points that create neighborhood identity and are mainly ceremonial in nature. They offer the opportunity to identify and distinguish one community from another through the use of architectural monuments and/or special treatments within the public right-of-way. They are important because they give the first impression of the community. Gateway entry points receive special treatment, including monuments such as walls or archways, plantings, lighting, specialty paving and other related improvements to make them distinctive and unique in character. Overton Park has two primary gateway entry points at the intersections of Glenna Goodacre Boulevard (formerly 8th Street) and University Avenue and Glenna Goodacre Boulevard and Avenue Q. The location of these primary gateways on each end of Glenna Goodacre Boulevard, which will have a wide right-of-way width and be a divided boulevard with a landscaped median, offers a unique opportunity to create a distinguished gateway feature with special materials and unique detailing. The design and detailing of these gateway features will be developed as TIF funds are available for construction. Four secondary gateway entry points are located on less important entrances to the neighborhood. The intersections of the Marsha Sharp Freeway and Avenue U, Broadway Figure 13 - Examples of Secondary Gateway Markers Overton Park Public Improvements Site Design Guidelines 18 and Avenue U, 6th Street and Avenue Q and 6th Street and University Avenue are all secondary gateway entry points. Secondary gateway entry points should be of a similar nature and character as the primary gateway entry points but of a lesser scale and articulation. Figure 13: "Examples of Secondary Gateway Markers" shows some examples in other cities. Gateway Streets Gateway streets, marked by gateway features, are the major through streets connecting Overton Park to downtown, Texas Tech University, The Marsha Sharp Freeway and Broadway. Gateway streets have higher volume vehicular carrying capacities and designated bicycle lanes. Because of their traffic carrying capacity, these streets should have less frequent vehicular access points, i.e. curb cuts. The primary gateway street in Overton Park is Glenna Goodacre Boulevard (formerly 8th Street), which will be a boulevard divided by a landscaped median and have other special features signifying its role. Other gateway streets are Sixth Street and Avenue U, which fully traverse the development. See Figure 14: "Gateway Streets." Special pedestrian crossings, including different paving, will add to the visual diversity of the street and promote safety. Specialty paving will further define the intersections. See Figure 15: "Typical Gateway Street Pedestrian Crossing." Figure 15 - Typical Gateway Street Pedestrian Crossing Glenna Goodacre Boulevard (8th Street) Glenna Goodacre Boulevard, formerly Eighth Street, is the primary gateway street connecting Overton Park to downtown Lubbock and Texas Tech University. It is the backbone of the community, with a landscaped median, wider right-of-way and unique conditions and features. Major gateway features will anchor the street at its intersection with University Avenue and Avenue Q. The Glenna Goodacre Boulevard right-of-way supports two vehicular lanes in each direction and on street parking in both directions. See: • Section A: "Glenna Goodacre Boulevard Mixed Use" • Section B: "Glenna Goodacre Boulevard Low -Density Residential." Overton Park Public Improvements Site Design Guidelines 19 F U T U R E M A R S ---I F- I I F---H H 0 A i Figure 14 - Gateway Streets n Overton Park Public Improvements Site Design Guidelines 20 Section A - Glenna Goodacre Boulevard Mixed Use Section B - Glenna Goodacre Boulevard Low -Density Residential Overton Park Public Improvements Site Design Guidelines 21 Because it is a major area of visual interest, it is very important that the median have a coordinated look, from landscaping to planting to other street amenities. Large canopy trees will line each side of the median, which will have a bicycle and pedestrian path down the center. The median will not accommodate turn lanes. A bicycle/pedestrian path in the median will add to the visual diversity of Glenna Goodacre Boulevard and promote safety. Where the bicycle and pedestrian path intersects a street, crossing markers and specialty paving will define the intersection. Crossings will include bollards and appropriate signage. See Figure 16: "Glenna Goodacre Boulevard Median Pedestrian and Bicycle Crossing." Figure 16 - Glenna Goodacre Boulevard Median Pedestrian and Bicycle Crossing The general guidelines for street tree planting and the specific guidelines for landscaping for gateway streets detailed earlier in this Chapter will apply to Glenna Goodacre Boulevard. Because of its prominent position within the development, the boulevard will also have additional enhancements as noted below: Glenna Goodacre Boulevard Amenities Although the adjacent block faces along Glenna Goodacre Boulevard will be landscaped according to the general area in which they are located (Mixed Use or Single -Family Residential), it is important that the boulevard median have continuity along its length to create a distinct and coordinated atmosphere for the major street of the development. • A double row of trees in the Glenna Goodacre Boulevard median will be planted according to the planting plan developed during the street design. An example of how the median might look is found in Figure 17: "Glenna Goodacre Boulevard Median Planting Concept." • Specialty paving, such as enhanced crosswalk treatments, as specified in the mixed -use Section of this document should be used along the length of Glenna Goodacre Boulevard. • Increased levels of pedestrian and vehicular lighting, street furnishings and other amenities should distinguish this major street from the rest of the master plan. In addition to the benches, trash receptacles and bike racks in the Overton Park Public Improvements Site Design Guidelines 22 Figure 17 - Glenna Goodacre Boulevard Median Planting Concept commercial, mixed -use, high -density residential portion of the Glenna Goodacre Boulevard, the following amenities are to be placed in every block of the median: —Four benches Two trash receptacles —One bicycle rack Glenna Goodacre Boulevard Pedestrian and Vehicular Lighting Guidelines Lighting is important both for safety and for the ambiance of the neighborhood. Pedestrian level lighting further reinforces the human scale of the neighborhood and encourages outdoor activity. Appropriate lighting levels enhance activities such as outdoor dining. Pedestrian and vehicular light standards are specified in Appendix A- Site Furnishings Standards. • Pedestrian light poles should generally be spaced evenly in relationship to the street trees and planter pockets or parkway. They should be located every 75 feet along each side of the street and on alternating sides of the median. • Vehicular lighting should be spaced every 200 feet along each side of the length of Glenna Goodacre Boulevard. • Both pedestrian and vehicular poles should include provisions for mounting banners and lighted seasonal decorations. • Provision for electrical receptacles integrated into the poles for power at each pedestrian and vehicular lighting pole should be included in the lighting design for Glenna Goodacre Boulevard. Glenna Goodacre Boulevard Ellipse An unusual intersection occurs in Overton Park at Glenna Goodacre Boulevard and Avenue T south of Ramirez Elementary School. Widening of the right-of-way at this point produces a variation in the Glenna Goodacre Boulevard median in the form of an ellipse. It is envisioned that the ellipse will continue the features of the Glenna Goodacre Boulevard median, including the bicycle and pedestrian path, along with additional enhancements. The resulting space will highlight Overton Park Public Improvements Site Design Guidelines 23 the school entrance and further enhance the residential neighborhood. Figure 18: "Ellipse Design Concept' details ideas for ellipse design. cpw*q w�•�,1t. Figure IS - Ellipse Design Concept Sixth Street and Avenue U Sixth Street and Avenue U are secondary gateway streets, connecting Overton Park to downtown at the Civic Center, Texas Tech University at Jones SBC Stadium, the Marsha Sharp Freeway and Broadway. Gateway monument features will be created at these entries into the neighborhood, though at a lesser scale and detail than the primary gateway monument features at Glenna Goodacre Boulevard. The undivided right-of-way on these streets supports one vehicular lane and one bicycle lane in each direction. 6th Street and Avenue U both include on -street parking in both directions. Specialty paving at intersections will further delineate these gateway streets. The general guidelines for street tree planting and the specific guidelines for landscaping for gateway streets detailed earlier in this Chapter will apply to 6th Street and Avenue U. Lighting and streetscape amenity standards for 6th Street and Avenue U should be applied according to the adjacent land use Section (Mixed -Use or Low -Density Residential). See: • Section C: "Sixth Street Mixed -Use," • Section D: Sixth Street Mixed Use and Low -Density Residential", • Section E: "Low -Density Residential," and • Section F. "Avenue U Low -Density Residential." Appendix C is the key map for the location of these sections. Overton Park Public Improvements Site Design Guidelines . 24 Section C - Sixth Street Mixed -Use Section D - Sixth Street Mixed Use and Low -Density Residential Overton Park Public Improvements Site Design Guidelines 25 Section E - Fifth, Sixth, Seventh, Ninth, and Tenth Low -Density Residential SETBACK 1 5'-0" 5'-0" 24'-0" r 5'-0' 5'-0" SETBACK ZONE WAIX BIKE LANE BIKE LANE WAS ZONE PARKWAY 60'-D" RIGHT OF WAY PARKWAY PROPERTY PROPERTY UNE UNE Section F - Avenue U Low -Density Residential Overton Park Public Improvements Site Design Guidelines 26 Rotaries Rotaries, or traffic round-abouts, are planned for several intersections on gateway streets for traffic calming and improved traffic circulation. Often surrounded by special paving treatments, rotaries are focal points in the urban fabric that enhance the unique character of the neighborhood and further contribute to neighborhood identity. Features such as obelisks, public art, and enhanced landscape features should be used at the center of the rotaries. See Figure 19: "Rotary Design Concept" for examples of rotaries. Rotaries should be designed as raised features with a "platform" type of base and taller features in the center. This creates visual screening of the axis of the intersecting roads, which further slows traffic on long straight stretches of street. The center should be the highest elevation and features placed there should be used for visually enriching the environment as well Figure 19 - Rotary Design Concept as screening the adjacent streets. Rotaries are not intended for pedestrian access. However, they should be surrounded by a sloped five-foot decorative hard surface edge for improved emergency vehicle access. From a circulation perspective, rotaries in Overton Park provide an efficient and safe way of slowing vehicular traffic. Traffic Engineering studies show that the net effect of a rotary intersection, which slows traffic without actually stopping it, is that slower speeds are sustained for about one half -block. In comparison, vehicles leaving a stop sign often speed from the stop. Rotaries tend to discourage cut -through traffic, which will be an asset to the planned pedestrian -oriented residential area. Public Art and Ornamentation Public art is a major component in creating a community's visual image and can also contribute to a sense of unique :.dPt neighborhood identity. Public art is an element that makes places memorable. In Overton Park, public scale sculpture, architectural trellises, obelisks, pavilions and similar symbolic I>t; structures will add interest to the neighborhood if used along the Glenna Goodacre Boulevard median and ellipse and at the center of rotaries. Overton Park Public Improvements Site Design Guidelines 27 CHAPTER 4: MIXED USE AREA GUIDELINES The western portion of Overton Park is proposed to be a commercial, mixed -use and high -density area of development. However, these guidelines would apply to any area of the development designated as commercial, mixed -use or as multi- family residential. For convenience sake, these land uses are referred to as "Mixed Use" in this document. Traditional freestanding commercial uses will be found primarily along University Avenue. Mixed -use development allows multiple needs to be met in a concentrated area by combining retail, office and multi -family residential on a single development lot. The concept of retail on the first floor and residential on the upper floors, as opposed to retail in large shopping malls, allows for a pedestrian friendly community. It is essential that high -density housing is located within walking distance of commercial and retail uses for the master plan to function as designed. Because of its location near Texas Tech University, downtown Lubbock, and the Marsha Sharp Freeway, the new development will attract interest and draw people to it, creating potential for growth in number and diversity of business opportunities and destinations. Streetscape Design Guidelines In the mixed -use and multi -family areas of Overton Park, the streets include amenities and activities conducive to an active and energetic urban setting. The combination of retail, office and residential uses serves as the catalyst to activate the street. Wide sidewalks, street trees and furnishings, extensive landscaping and use of a variety of hard surface materials add visual interest to the streetscape. Streets in the mixed -use, high -density residential areas carry vehicular traffic at slower speeds than the gateway streets. They include on -street parking for adjacent businesses and generous sidewalks to accommodate high volumes of pedestrian traffic. Enhanced pedestrian crossings at intersections allow for pedestrian movement and help to slow traffic. The relationship between public spaces (street and sidewalk) and private spaces (buildings and outdoor courtyards and dining areas) is particularly important in areas of high pedestrian movement. Buildings should be set back a minimum of 7 feet to as much as 14 feet from the property line to create an urban atmosphere conducive to on -street activities. However, a continuous street wall is encouraged. Buildings close to the property line give the street a sense of enclosure and containment. Increased setback of portions of an individual building could allow special entry courts and outside seating and dining. Overton Park Public Improvements Site Design Guidelines 28 The right-of-way may be used for seating and tables as long as a minimum 5-foot pedestrian walkway is kept clear between the seating and any landscaping in the right-of-way. Such use will require a permit from the City of Lubbock. Coordination of landscape and paving materials between the public and private areas of each block will be addressed in the Developer-TIF Developer's Agreement and in each zone case. The following graphics illustrate both the design concepts discussed above and specific guidelines detailed below for each of the streets of the Mixed Use area. Differences in the graphics are primarily due to differing conditions, particularly right-of-way widths. See: • Section G: "9th and 10th Streets Mixed Use," • Section H: "Main Street Mixed Use, • Section 1: "Avenue V Mixed Use," • Section J. "Avenue, V Mixed Use and Low -Density Residential," and • Section K: "Avenues W and X and Any New 50 Foot Street Mixed Use." Appendix C is the key map for the location of these sections. SETBACK w • ■ ■ ■ ZONE OR 5 -0 6 -6■ 8 -0■ 20 -0 8'-0 6 -6 5 -0 EXI511NG WALK PLANTER PARKING PARKING PIJINIER W� SETBACK DEVELOPMENT POC 6Er POCKET ZONE 60'-0• RIGHT OF WAY Section G - 9th and 10th Streets Mixed Use MIXED USE Overton Park Public Improvements Site Design Guidelines 29 8'-0- 6'-6' 8'-0- 22'-0" 6'-6' 8'-0' SETBACK WALK PLANTER PARKING PAR WALK SETBACK MIXED USE ZONE POCKET 60'-0' RIGHT OF WAY POCKET 1. ZONE MIXED USE PROPERTY LINE Section H - Main Street Mixed Use WHERE USE AND SETBACK PERMITS, CENTER TREE BETWEEN EACH BULB OUT 0'. I. 01 0'. & 1 R- a'. a� R- A% 6' t8� 6'--6- 6'-021'-0" 0" 6'-6' SETBACK USE ZONE WALK BULB OUT PARKWAY WALK ZONE MIXED USE PARKING 50'-0" RIGHT Of WAY Section I - Avenue U Mixed Use Overton Park Public Improvements Site Design Guidelines 30 PRIVACY FENCE — OR WALL STAGGERED WHERE USE AND SETBACK PERMITS, CENTER TREE BETWEEN EACH BULB OUT 0* 3, 0, A % •da A -% ° SETBACK LOW DENSITY 8'-6' 6'-0' 21'-0' 8'-0' 6'-6' ZONE RESI PLANTING WALL BULB OUT PARKWAY WALK SETBACK AREA 8'-V ZONE PARKING 50'-0* RIGHT OF WAY Section J - Avenue V Mixed Use and Low -Density Residential WHERE USE AND SETBACK PERMITS, — CENTER TREE BETWEEN EACH BULB OUT 0% *ft At- A% ^ -A '&4% 114 DESIRED OO PRIVACY FENCE IL OR WALL STAGGERED 6' 6" 6'-6' 6'-1 21'-0' 6'- 0- 6'-6. PLANTING WALK J BULB Our I LB ouT WALK LNG 49 MIXED USE SIDEWALK( 8'-0' 8'-0" SIDEWALK SETBACK PARKING 50'-0' PoGHT OF WAY I PARKING SETBACK ZONE ZONE Section K - Avenues W and X and Any New 50 Foot Street Mixed Use Overton Park Public Improvements Site Design Guidelines 31 Sidewalk and Specialty Paving Design Guidelines Sidewalks and related pavement elements such as cross walks direct movement, define space and provide for safety. Specialty paving adds visual interest and articulate special landscape features. In Overton Park, differing paving patterns and materials will identify and separate the different zones of the sidewalk environment. For example, different brick patterns or different materials from the primary walkway should be used in the area between planter pockets. Sidewalk surfaces should present a consistent and unifying element in the district. Sidewalks will be built to existing City of Lubbock construction standards, though the Lubbock Building Board of Appeals can consider alternate styles. • The clear pedestrian path of the sidewalks in mixed -used areas of Overton Park should be at least 5 feet wide, with a total width (including planter pockets) of 9 to 10 feet or more. • Brick pavers should comprise 50 percent of the sidewalk surface area. Brick patterns should be consistent within sidewalk zones by block, for example, one pattern for the primary walkway and one pattern for the area between the planter pockets. See Figure 20: "Brick Pattern Examples" and Figure 21: "Sidewalk Design Concept." Sidewalk design and materials will be approved as part of the permit or contract review process. Figure 20 - Brick Pattern Examples Sidewalk Paving - Pattern A'\ W!MM— MME i NEUMINak E W. I I & =M � ,�rlit#11���II�� w�w�ir•�rs��� Is. no M Fall,was I is= l ran ■m � I —6 Lit Sidewalk Paving - Pattem 8 Figure 21- Sidewalk Design Concept Overton Park Public Improvements Site Design Guidelines 32 • Obstructions such as water meter vaults or covers, plumbing clean outs, or any utility equipment should not be located within the sidewalk, and are best located in a planting bed. • Specialty paving should be used to extend the sidewalk visually across the street at intersections. All crosswalks shall be brick with concrete banding. See Figure 22: "Crosswalk Detail." r� FN v ,:X Figure 22 - Crosswalk Detail Streetscape Amenities Street furnishings and other amenities conducive to high levels of pedestrian activity should be located in this area. The following amenities are to be placed on each block face: • Two benches • Two trash receptacles • One bicycle rack Pedestrian and Vehicular Lighting Guidelines Lighting is important both for safety and for the ambiance of the neighborhood. Pedestrian level lighting further reinforces the human scale of the neighborhood and encourages outdoor activity. Appropriate lighting levels enhance activities such as outdoor dining. Pedestrian and vehicular light standards are specified in Appendix A. • Pedestrian light poles should generally be spaced evenly in relationship to the street trees and planter pockets or parkway. They should be located every 75 feet along each side of the street and on alternating sides of the median. • Vehicular lighting should be spaced generally every 300 feet along each side of each street, with lighting at each intersection. • Both pedestrian and vehicular poles should include provisions for mounting banners and lighted seasonal decorations. Fencing Guidelines Fencing is primarily designed to separate public and private spaces. However, the types and heights of fencing contribute to the overall cohesiveness and "feel' of the neighborhood. Although fences are located on private property, their appearance has a great impact on the adjacent public spaces. Overton Park Public Improvements Site Design Guidelines 33 The details of fencing adjacent to the public right-of-way may be negotiated in the Developer-TIF Developer's Agreement and the rezoning of the property according to these guidelines: • Only fences comprised of materials such as masonry, cast stone or wrought iron may be used in mixed -used, high - density residential areas. Ornamentation and pattern is encouraged. • No chain -link fencing is allowed unless fully screened from public areas and neighboring properties. (Example: a chain link dog run in a fully enclosed back yard.) • Long stretches of fencing should have offsets or variations in setback of at least 2 feet every 50 feet. • Holders of alcoholic beverage permits are required to separate outdoor patio areas from the sidewalk according to TABC regulations. These fences and gates must also follow the above guidelines. • The Lubbock Zoning Code governs the height and location of fences in the front yard and for corner lots. Screening, Buffering and Separation Guidelines It is important to create separation between spaces, define boundaries, buffer nuisances and screen unsightly objects. Such screening should separate parking areas from pedestrian areas and conceal uses such as dumpsters. Parking Lot Screening • When parking cannot be placed to the rear of the main building, the parking areas shall be screened by a three (3) foot high fence set back at least six (6) feet from the front property line. Where parking structures or lots are adjacent to buildings, a landscape buffer is encouraged. • The required fencing should be constructed of brick, stone, wood, stuccoed concrete masonry units or wrought iron. All fencing which is visible from a public area should be architecturally compatible with the primary structure. • The area between the fence and property line must be landscaped. Landscaping should include a mix of plant materials for year-round greenery. The use of seasonal color is encouraged. Except for trees, landscaping should not exceed the height of the screening fence. • No trees may be planted in the visibility triangle as defined in the Lubbock Code of Ordinances, Section 29-30(i). See Figure 7. "Right -of -Way Landscape Visibility Requirements." (Page 12) Overton Park Public Improvements Site Design Guidelines 34 Other screening • All above grade utilities, trash dumpsters and trash compactors shall be completely screened with structures that allow for service as well as screening. Each screening structure should be coordinated with the respective utility or service that is affected prior to being constructed. • Screening fences must be constructed of brick, stone, decorative concrete masonry units, stuccoed concrete masonry units, or ornamental metal (wrought iron, or steel or aluminum bars). • Enhanced entries into entrances, front or rear, with walls, gates or trellises, are encouraged. • All surface parking lots and parking structures shall be screened with a planting buffer at the sidewalk or finish grade level. Overton Park Public Improvements Site Design Guidelines 35 CHAPTER 5: LOW DENSITY RESIDENTIAL AREA A single-family residential neighborhood is proposed to be located in the eastern portion of Overton Park, though these guidelines would apply to any area designated as low density residential. Pioneer Park and Ramirez Elementary are centrally located in the residential neighborhood, allowing these open spaces to be shared by the entire neighborhood. The park provides a central gathering place for all residents, young and old alike, to interact, enjoy one another, and connect as a community. Bike paths located along gateway streets will enhance access to these open spaces. The Overton Park Design Guidelines Handbook, a separate development document provided by the McDougal Companies, provides more specific information about residential lot coverage and architectural styles. Residential gardens and backyards as well as common spaces with generous landscaping and sidewalks contribute to the project goal of creating an environment that is green and beautiful. Variety in terms of size, type, and architectural style of the houses will create a visually stimulating and architecturally satisfying environment. Streetscape Design, Guidelines In Overton Park, narrow vehicular lanes with on -street parking characterize residential streets. Parkways allow for wide canopy trees, sidewalks encourage pedestrian activity, and shallow, well -landscaped front yards further contribute to the feeling of a cohesive residential community, distinguishing the area from a typical suburban development. The following graphics illustrate both the design concepts discussed above and specific guidelines detailed below for each of the streets of the Low -Density Residential area. Differences in the graphics are primarily due to differing conditions, particularly right-of-way widths. See: • Section E. "Low -Density Residential," • Section J: "Avenue V Mixed Use and Low -Density Residential' and • Section L: "Avenues R, S and T—Low-Density Residential'. Appendix C is the key map for the location of these sections. Sidewalk Design Guidelines Concrete sidewalks with brick edging will be a cohesive element of the residential community. Sidewalks will be built to existing City of Lubbock construction standards unless the Lubbock Building Board of Appeals approves an alternative. • Sidewalks in the residential area will be 5 feet wide. Brick cross bands should be located at all sidewalk intersections, whether public (at block corners) or private (residential walkways). See Figure 23: "Low -Density Residential Sidewalk Details." Overton Park Public improvements Site Design Guidelines 36 Of, A bf2. R` A 6• LOW DENSITY SETBACK 5'-0• 6''6- RESIDENTIAL ZONE WALK PARKWAY 2'-0- PUBLIC EASEMENT 30'-0• 50'-0* RIGHT OF WAY 6'-C 5'-0' SETBACK PARKWAY WALK ZONE 2'-0' PUBLIC EASEMENT Section L - Avenues R, S, and T - Low -Density Residential nrn::r!aur�rnuunnr�ruuur'uuuunununnnuuunmuununuum:;�,,uu LOW DENSITY RESIDENTIAL • Obstructions such as mailboxes, water meter vaults or covers, plumbing clean outs, or any utility equipment should not be located within the sidewalk, and are best located in a planting bed. Streetscape Amenities Street furnishings and other amenities are not required in the residential area. If such amenities are to be provided, they should follow the guidelines contained in the Mixed Use section. Figure 23 - Low -Density Residential Sidewalk Details Overton Park Public Improvements Site Design Guidelines 37 Pedestrian and Vehicular Lighting Guidelines Lighting is important both for safety and for the ambiance of the neighborhood. Pedestrian level lighting further reinforces the human scale of the neighborhood and encourages outdoor activity. Pedestrian and vehicular light standards are specified in the Appendix. • Pedestrian light poles should generally be spaced evenly in relationship to the street trees and planter pockets or parkway. They should be located every 200 feet along each side of the street. • Vehicular lighting should be generally spaced every 300 feet alternating along each side of each street. Fencing Guidelines Fencing is primarily designed to separate public and private spaces. However, the types and heights of fencing contribute to the overall cohesiveness and "feel" of the neighborhood. • Only fences comprised of materials such as masonry, cast stone or wrought iron may be used in any front yard. Corner lot side yard fences adjacent to a street may be a combination of wood and masonry. • Ornamentation and pattern is encouraged. • Other fences may be constructed of wood, but must be constructed using metal posts with a concrete footing. No - chain link fencing is allowed unless fully screened from public areas and neighboring properties. (Example: a chain link dog run in a fully enclosed back yard.) • Any wood fencing shall be redwood or cedar and shall have a flat wood cap and band. No pickets are allowed. • The Lubbock Zoning Code governs the height and location of fences in the front yard and for corner lots. Overton Park Public Improvements Site Design Guidelines 38 APPENDIX A: SITE FURNISHINGS STANDARDS Site furnishings are a fundamental component to the success of the street and neighborhood. Furnishings allow places to sit, deposit trash and park bicycles. They provide light and information, both directional and identity. Site furnishings establish a community's character and identity. The following standards will establish consistent and distinctive site furnishings throughout the neighborhoods. Quantities and spacing of these amenities are specified in each Chapter. Brick Paver Brick pavers are required to add warmth and color and a distintive character to the neighborhood. Approved Brick Paver • Fired Clay Brick Paver Manufactured by: Kansas Brick & Tile Co., Hoisington, Kansas, 800-999-0480 Size: 4x8 Blend/Style: Old Colonial Solid Modular Pattern Laid: Varies Figure 24 - Approved Brick Paver Benches Benches can be placed in a variety of locations as long as they do not interfere with pedestrian circulation. Two bench styles are approved for variety in the streetscape, but all benches will be the same color and made of metal. Finishes must include rust inhibitors and be resistant to UV light, chipping and flaking. Approved Benches • Landscape Forms "Plainwell" Bench with Aluminum Seat and Center Arm; minimum 72 inch length; "Stormcloud" Color • Landscape Forms "Scarborough„ Bench, Backed or Backless with Woven Seat and Center Arm; Minimum 72 inch Length; "Stormcloud" Color Figure 25 - Approved Benches Overton Park Public Improvements Site Design Guidelines 39 Trash Receptacles Trash receptacles shall be placed near benches, retail entrances and bus stops, but not placed right next to them due to unpleasant odors. Trash receptacles must be made of metal. Finishes must include rust inhibitors and be resistant to UV light, chipping and flaking. Approved Trash Receptacle • Landscape Forms "Scarborough" Top Opening, Vertical Strap Side Panel Trash Receptacle in "Stormcloud" color Figure 26 - Approved Trash Receptacle Bicycle Racks To encourage bicycle transportation, bicycle racks should be provided on all mixed -used and multi -family residential streets at key locations within the public right of way. Bicycle parking should be located near building entrances without blocking pedestrian circulation. Bicycle parking should be placed in clear view of storefront windows and near pedestrian level lighting to provide for informal surveillance. Bike racks shall be placed so that no part of the bicycle extends within 2 W of the face of curb where on -street parking occurs. Finishes must include rust inhibitors and be resistant to UV light, chipping and flaking. Approved Bicycle Rack. • Landscape Forms "Pi" Bicycle. Rack in "Stormcloud" color Figure 27 - Approved Bicycle Rack Overton Park Public Improvements Site Design Guidelines 40 Tree Grates In rare instances where planter pockets cannot be of a size of sufficient space for plants, a cast iron tree grate may be used. The use of tree grates shall be approved prior to their installation. Approved Tree Grate • Ironsmith: "Conquistador 2". Color shall be natural unfinished gray iron. Figure 28 - Approved Tree Grate Trench Grates Trench grates are encouraged for use in site drainage in order to keep water from accumulating on pedestrian surfaces or in areas where surface drainage cannot adequately move water. Ideally, any major drainage from property adjacent to the right-of-way should be diverted under or through sidewalks as much as possible to minimize the impact of drainage over the pedestrian areas. Two trench grate systems are approved for use in the Overton Park Area. The first is a solid -faced trench cover that should be used if drainage in the trench has head pressure. An example of this type of drainage would be roof drains from adjacent building roofs. The trench cover must have a solid face in order to keep water from pushing through the trench face onto pedestrian pavements. The second approved trench grate system is a perforated grate system that will allow water without head pressure to flow through the trench and/or water into the trench through the perforated openings. Approved Solid Faced Trench Grates ■ Urban Accessories "Title Waves" grate with no perforations through the face of the grate. Color shall be natural unfinished gray iron. ■ Bass and Hays "Heavy Duty Trench Frame and Cover" with diamond pattern finish. Color shall be natural unfinished gray iron. Overton Park Public Improvements Site Design Guidelines 41 Approved Open Faced Trench Grates ■ Urban Accessories "Title Waves" grate with openings. Color shall be natural unfinished gray iron. ■ Ironsmith " Conquistador" grate with openings. Color shall be natural unfinished gray iron. ■ Ironsmith "Marina" grate with openings. Color shall be natural unfinished gray iron. * Open face Trench Grates will need to be chosen for each design scenario to comply with ADA guidelines. Figure 29 - Approved Trench Gate Vehicular & Pedestrian Lighting Lighting is important both for safety and for the ambiance of the neighborhood. Pedestrian level lighting further reinforces the human scale of the neighborhood and encourages outdoor activity. Three levels of lighting poles have been selected to provide flexibility in the public right-of-way: a low bollard pole, a medium pedestrian light pole and a tall vehicular or roadway lighting pole. In addition, a coordinating wall -mounted fixture is provided for use on private properties adjacent to the right-of- way. • Outdoor lighting shall include full cutoff and cutoff lighting fixtures as defined by the Illuminating Engineering Society of North America (I ES). • All vehicular and pedestrian lighting in the Overton Park TIF District shall be metal halide to provide a white -colored light that is excellent for color clarity. • Poles for vehicular and pedestrian lighting in the Overton Park TIF District shall be spun concrete poles with an exposed aggregate finish. • Vehicular lighting poles along Glenna Goodacre Boulevard will include both inserts for banner arms and an outdoor' rated GFCI outlet mounted at the base of the lower banner arm for holiday lighting. Both the banner arms and the GFCI outlet can be "spun" into the standard poles and may be used in other areas in Overton Park if so desired. Overton Park Public Improvements Site Design Guidelines 42 Approved Pedestrian Lights • Poles -Stresscrete Inc. 13 foot (above grade) `Washington", Spun -Concrete Light Pole; Model KWC13-G-T-E90. Saluki Bronze color. Direct -embed type installation. • Luminaires — King Luminaire Inc. "Washington" Luminaire; Model K118-LAR-11-100(MH)l20-K-16. Light shall have internal louver mechanism to provide full cut-off to comply with "dark sky initiatives." Approved Vehicular Lights • Poles -Stresscrete Inc. 30 foot above grade `Washington", Spun -Concrete Light Pole; Model KWH30-G-T-E90-GFI-BA; Saluki Bronze color. Direct -embed type installation. Light arms - KPL10-PR "Pipe" arms in a single configuration. Bronze color to match Landscape Forms "Stormcloud" color used on other amenities. • Luminaires — King Luminaire Inc. "New York" Pendant Luminaire; Model K88-HGD-III-100(MH)-M0G-120. Bronze color to best match Landscape Forms "Stormcloud" color used on other amenities. Figure 30 - Approved Pedestrian Light & Pole, and Vehicular Lights Overton Park Public Improvements Site Design Guidelines 43 "Approved Bollard" • Stresscrete Inc. "Washington", Spun -Concrete Lit Bollard; Model KLCW-100(MH)-DB-E90. Saluki Bronze color. Figure 31 - Approved Bollard Approved Wall -Mounted Area Lights Some circumstances may call for flush -mount pedestrian or area lighting on building facades. If private property owners wish to coordinate with the streetscape lighting, the following is recommended: • Fixtures: King Luminaire Inc. "San Carlos" Wall Bracket; Model KA52-W. Bronze color to best match Landscape Forms "Stormcloud" color used on other amenities. • Luminaires — King Luminaire Inc. "Washington" Luminaire; Model K118-LAR-II-100(MH)120-K-16. Figure 32 - Approved Wall -Mounted Area Lights Overton Park Public Improvements Site Design Guidelines 44 APPENDIX B: PLANT MATERIAL APPROPRIATE FOR LUBBOCK, TEXAS Street Trees (Trees Within the Right of Way) Bald Cypress .................................................. Taxodium distihum Bur Oak ...................................................... Quercus macrocarpa Cedar Elm ......................................................... Ulmus crassifolia Chinese Pistache........................................... Pistacia chinensis Live Oak ......................................................... Quercus virginiana Red Oak ......................................................... Quercus shumardii Texas Red Oak .................................. Quercus buckleyii 'Texans' Other Street Tree Information • Coniferous pines or upright evergreens such as junipers and cedars are not allowed as street trees as they will obscure vision sight -lines as well as inhibit the navigability of sidewalks. • Where bulb -outs occur, either a street tree from street framework or an accent tree may be planted. However, an accent tree cannot be used to meet the 25' spacing requirement. • All street trees, whether in planter pockets, parkways, or bulbouts, shall be single-trunked. Accent Trees * These trees may be located in the right-of-way as well. However, they may not be used to fulfill the street tree (25' o.c.) requirement. Allee Lacebark Elm .................................. Ulmus parvifolia 'Allee' Bald Cypress ............................................... Taxodium distichum Crape Myrtle................................................Lagerstroemia indica Yaupon Holly........................................................... Ilex vomitoria Open Space Trees (Trees Outside of the Right of Way) * Street Tree Species listed are allowed to be used in this area as well. Chital pa .................................................... Chitalpa tashkentensis Desert Willow ..................................................... Chilopsis linearis Flowering Crab Apple ................................................. Malus spp. Mondell Pine.......................................................... Pinus eldarica Nellie Stevens Holly .............................. Ilex x `Nellie R. Stevens' Ornamental Pears ....................................................... Pyrus spp. Pecan.............................................................. Carya illinoinensis Pinyon Pine ..................................................... Pinus cembroides Russian Olive...........................................Elaeagnus angustifolia Shademaster Honeylocust .. Gleditsia triacanthos 'Shademaster' Texas Redbud ............................ Cercis canadensis var texensis Vitex............................................................... Vitex agnus-castus Washington Hawthorn .......................... Crataegus phaenopyrum Overton Park Public Improvements Site Design Guidelines 45 Street Shrubs / Low Height / Perennials (Plants within the Right -of -Way) Autumn Joy Sedum .................................. Sedum x `Autumn Joy' Autumn Sage.......................................................... Salvia greggii Brown -Eyed Susan .............................................. Rudbeckia hirta Compact Nandina........................................... Nandina compacta Coreposis............................................................. Coreopsis spp. Dianthus................................................................. Dianthus spp. Dwarf Yaupon ..........................................................Ilex vomitoria Indian Hawthorn..............................................Raphiolepis indica Lantana................................................................... Lantana spp. Manhattan Euonymous .... :.................... ....................................... ....................................... Euonymous kaiutschovicus `Manhattan' Siberica Iris.................................................................Iris sabirica Stella de Oro Dwarf Daylily ........... Hemerocallis x `Stella de Oro' Texas Sage ........................................... Leucophyllum frutescens Winter Gem Boxwood ............... Buxus microphylla `Winter Gem' Yarrow..................................................................... Achillea spp. Open Space Shrubs / Perennials (Plants outside the Right -of -Way) * All Species in Street Shrubs/Perennials are allowed to be used in this area as well. Abelia.............................................................. Abelia Grandiflora Artemisia................................................................ Artemisia spp. Aster.............................................................................Aster spp. Barberry.................................................................. Barberry spp. Burford Holly............................................................. Ilex burfordii Butterfly Bush .............. ........................................Buddleia davidii Dense Yew ........................................... Taxus media 'Desiformis' Forsythia...................................................... Forsythia intermedia Red Yucca .................................................. Hesperaloe parviflora Rose (Multiple Varieties)...............................................Rosa spp. Russian Sage ............................................ Perovskia atriplicifolia Sedum.......................................................................Sedum spp. Silverberry ...................................................... Eleagnus ebbingei Spirea............................................................... Spirea vanhouttei Yellow Yucca ..............................................Hesperaloe parviflora Overton Park Public Improvements Site Design Guidelines 46 Ornamental Grasses Big Blue Lily Turf ................................................. Liriope muscari Blue Grama Grass...............................................Buchloe gracilis Blue Lyme Grass .............................................. Elymus arenarius Buffalo Grass................................................Buchloe dactyloides Fountain Grass .................................. Pennisetum alopecuroides Giant Liriope....................................... Liriope muscari 'Gigantea' Hameln Grass .................... Pennisetum alopecuroides 'Hamlen' Japanese Ribbon Grass ............................. Phalaris arundinacea Japanese Silvergrass ................. Miscanthus sinensis `Variegata' Karl Forester Feather Reed Grass............................................... ........................................ Calamagrostis acutiflora 'Karl Forester' Lindheimer's Muhly................................Muhlenbergia linheimeri Northern Seat Oats .............................. Chasmanthium latifolium Purple Fountain Grass ................ Pennisetum staceum 'Rubrum' Side Oats Grama..................................... Bouteloua curtipendula Vines Clematis ............................ Clematis spp. Coral Honeysuckle .................................. Lonicera sempervirens Five Leaf Akebia................................................... Akebia quinata Purple Honeysuckle ....................... Lonicera japnoica 'Purpurea' Texas Wisteria ............................................... Wisteria frutescens Ground Covers Blue Rug Juniper ......................... Juniperus horizontalis 'Wiltonii' Dusty Miller ....................................................... Senecio cineraria English Ivy................................................................Hedera helix Green or Gray Santolina.................................... Santolina virens Huntington Carpet Rosemary....................................................... ................................... Rosmarinus officinalis 'Huntington Carpet' Ice Plant.........................................................Carpobrotus edulis Lambs Ear............................................................... Stachys sPP- Purpleleaf Euonymous .................Euonymous fortunei 'Colorata' Verbena....................................................... Verbena canadensis Vinca.......................................................................... Vinca major Wintercreeper...............................................Euonymous fortunei Overton Park Public Improvements Site Design Guidelines 47 APPENDIX C: STREET SECTION KEY This graphic illustrates the location of the street cross sections located in each of the chapters of this document. Section A Page 21 Section B Page 21 Section C Page 25 Section D Page 25 Section E Page 26 Section F Page 26 Section G Page 29 Section H Page 30 Section I Page 30 Section J Page 31 Section K Page 31 Section L Page 37 LEGEND BULB OUT ON WEST SIDE ONLY, PARKWAY ON EAST SIDE �o BULB OUT ON BOTH ME .r.... PARKWAYS PLANTER POCKETS PLANTER POCKET ON NORTH SIDE, PARKWAY ON SOUTH Manua BU.B OUT AND KIMU POCKET Street Cross Section Locations Overton Park Public Improvements Site Design Guidelines 48 EXHIBIT G CONSTRUCTION SCHEDULE (To be prepared jointly and attached at a later time.) Developer Agreement — City / Wal-Mart 15