Item 9A - Staff ReportCITY OF
SOUTHLAKE
Department of Planning & Development Services
STAFF REPORT
September 10, 2024
CASE NO: ZA23-0072
PROJECT: Site Plan for The Overlook and WillowTree Gardens, as required under
Ordinance No. 480-810, Case No. ZA23-0072
EXECUTIVE
SUMMARY: Sage Group, Inc., is requesting design review and approval of the Site Plan for
The Overlook and WillowTree Gardens, as required under Ordinance No. 480-810,
Case No. ZA23-0072, on property described as Tracts 3C, and portions of Tracts
3D03, and 3D03A, W.W. Hall Survey Abstract 695, City of Southlake, Tarrant
County, Texas and located at 240 N. Carroll Avenue, Southlake, Texas. Current
Zoning: "TZD" Transitional Zoning District. SPIN Neighborhood #7.
DETAILS: The purpose of this request is to consider design compliance with the
conditions of approval made on May 21st, 2024. The City Council approved the
second reading (6-1) for the Overlook and WillowTree Gardens subject to Staff
Report dated May 14, 2024 and Development Plan Review Summary No. 4,
dated April 9, 2024, noting approval of the Zoning Change and Development
Plan, approving change of zoning from "AG" Agricultural District and "SF-1A"
Single Family Residential District to "TZD" Transition Zoning District, approving
"Development Plan D" with the following changes:
- Noting that the applicant has agreed there will be no more than a total of
twenty (20) residences in the residential portion, that is the total property
both inside and outside of the gated area including the Cross Lane
properties.
- Noting the applicant has agreed that there will be resident only gate
access on both the east and west entry points to the residential area. The
applicant will work with staff to identify appropriate technology specifically
not keypad technology to minimize the ability to circumvent access
restrictions to residents only.
- The five (5) lots represented west off of Cross Lane shall be at least the
size represented on "Development Plan D".
- There shall be a full masonry wall from north to south covering the
western edge of divider between the five (5) Cross Lane lots and the gated
area and Cross Lane.
- Noting that a Site Plan shall be submitted for staff and City Council design
review to ensure compliance with location, access points, and consistency
with what was approved in this motion.
Case No.
ZA23-0072
Included in the plans provided for this item are the Original Plan D
presented on May 215t, 2024 which is subject to the conditions of approval
noted above and two plans revised by the applicant for compliance with the
conditions of approval. The applicant has submitted two plans for
consideration, Plan `D' — Alternative 1 and Plan `D' Alternative 2. This
review and consideration are limited to comparison of the submitted site
plan design with the conditions of approval made by City Council on the
Zoning Change and Development Plan `D'.
Both plans appear to conform with the conditions of approval.
Alternative 1 most closely aligns with the lot configuration of the original
Plan D.
Alternative 2 reduces the number of "Villa" lots from 15 to 14 lots and
increases the number larger lots adjacent to Cross Lane from 5 to 6. The
minimum lot size of these lots is increased from 15,378 SF to 16,221 SF.
This plan also provides open space detention/retention ponds adjacent
Foxborough neighborhood and moves the cul-de-sac and WillowTree entry
gate adjacent to the open space lots.
The applicant is requesting approval of Alternative 2.
ACTION NEEDED: Consider compliance of the Site Plan with the conditions of approval of the
Zoning Change and Development Plan under Ordinance No. 480-810, Case
ZA23-0072.
ATTACHMENTS: (A) Background Information
(B) Vicinity Map
Ordinance No. 480-810
Plan 'D'— Original from 5-21-2024
Plan 'D'— Alternative 1
Plan 'D' —Alternative 2
Presentation
STAFF CONTACT: Dennis Killough (817) 748-8072
Case No.
ZA23-0072
BACKGROUND INFORMATION
OWNER: Mendez, LTD
APPLICANT: Sage Group, Inc. / WillowTree
PROPERTY SITUATION: 240 N. Carroll Avenue and portions of 918-1050 E. Southlake Blvd.,
Southlake, Texas.
PROPERTY DESCRIPTION: Tract 3C, and portions of Tracts 3D03, and 3D03A, W.W. Hall Survey
Abstract 695, City of Southlake, Tarrant County, Texas
LAND USE CATEGORY: Medium Density Residential
CURRENT ZONING: "AG" Agricultural District; "SF-1X Single Family Residential District
PROPOSED ZONING: "TZD" Transitional Zoning District, with "0-1" Office District uses permitted
for the office portion, and single-family residences and permitted accessory
uses for the remaining net area.
HISTORY: The "AG" zoning was placed on the entirety of the property upon the
adoption of the first zoning ordinance.
For the portion of the property zoned "SF-1 A", the property was zoned "A-
3", an obsolete single family zoning category, on June 5, 1979. It was
rezoned to "SF-1" on August 19, 1986. "SF-1 A" zoning was placed on the
property with the adoption of Zoning Ordinance No. 480 in 1989.
Three homes exist among the three tracts and the properties are unplatted.
PLANNING & ZONING
COMMISSION ACTION: On February 22, 2024, the item was tabled
until the March 21, 2024 meeting at the request of the applicant.
March 21, 2024; DENIED (5-0)
CITY COUNCIL ACTION: 1st Reading, April 2, 2024; APPROVED (5-1)
(Williamson), subject to Staff Report dated March, 26, 2024, and
Development Plan Review Summary No. 3, dated March 15, 2024, subject
to the following:
• Approving what has been described and presented as the "hybrid" option,
which has three, depicted as yellow, approximately half -acre lots and 19
other of the smaller lots.
• Directing the applicant to present a revised plan based on the hybrid model
that includes a masonry fence on the south property boundary.
• Directing the applicant to present an option with connection through Cross
Lane.
• Directing the applicant for reconfiguring the yellow, half -acre lots, Lots 1, 2
& 3, possibly moving Lot 3 to the northside of the property
April 16, 2024: TABLED (6-0), to the May 7, 2024 meeting.
Case No. Attachment A
ZA23-0072 Page 1
May 7, 2024: TABLED (7-0), to the May 21, 2024 meeting.
2nd Reading, May 21, 2024; Approved (6-1) Second Reading:
Subject to Staff Report dated May 14, 2024 and Development Plan
Review Summary No. 4, dated April 9, 2024, noting approval of the
Zoning Change and Development Plan, approving change of
zoning from "AG" Agricultural District and "SF-1X Single Family
Residential District to "TZD" Transition Zoning District, approving
"Development Plan D" with the following changes:
Noting that the applicant has agreed there will be no more than a
total of twenty (20) residences in the residential portion, that is the
total property both inside and outside of the gated area including
the Cross Lane properties.
Noting the applicant has agreed that there will be resident only gate
access on both the east and west entry points to the residential
area. The applicant will work with staff to identify appropriate
technology specifically not keypad technology to minimize the
ability to circumvent access restrictions to residents only.
The five (5) lots represented west off of Cross Lane shall be at
least the size represented on "Development Plan D".
There shall be a full masonry wall from north to south covering the
western edge of divider between the five (5) Cross Lane lots and
the gated area and Cross Lane.
Noting that a Site Plan shall be submitted for staff and City Council
design review to ensure compliance with location, access points,
and consistency with what was approved in this motion.
Case No. Attachment A
ZA23-0072 Page 2
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Attachment B