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Item 9 - Staff ReportCase No. ZA25-0005 S T A F F R E P O R T February 14, 2025 CASE NO: ZA25-0005 PROJECT: Zoning Change and Concept Plan for 1835 Shady Oaks EXECUTIVE SUMMARY: The Huffman Group, LLC and Sage Group, Inc., on behalf of Shady 21, LLC, are requesting approval of a Zoning Change and Concept Plan for 1835 Shady Oaks on property described as Tract 1A01B, James J. West Survey, Abstract No. 1620, City of Southlake, Tarrant County, Texas, and located at 1835 Shady Oaks Dr. Current Zoning: “AG” Agricultural District. Requested Zoning: “S-P-2” Generalized Site Plan District, “SF-1A” Single Family Residential District and “SF-20A” Single Family residential District. SPIN Neighborhood #5. DETAILS: The project is generally located between Shady Oaks Drive and the S.H. 114 frontage road, approximately 1300 feet south of the intersection of W. Dove Rd. and Shady Oaks Drive. The purpose of this request is to seek approval of an approximately 21-acre development with 4 single-story office buildings on 4 lots and 19 single family residential lots. As the underlying future land use designation is Office Commercial, a Comprehensive Plan Amendment application to change the designation on the residential portion of the development to Low Density Residential and Medium Density Residential accompanies this zoning change request (Case CP25-0001). The proposed development includes three zoning components: 1.“SF-1A” Single Family Residential District to include 3 residential lots of approximately 1 acre each adjacent to Shady Oaks Drive. 2.“SF-20A” Single Family Residential District to include 16 residential lots ranging in size from 20,000 square feet to 34,692 square feet. The Residential Site Data Summary for the “SF-1A” and “SF-20A” zoning request is as follows: 3.“S-P-2” Generalized Site Plan District with “O-1” Office District uses on approximately 6.6 acres to include 4 single-story office buildings with approximately 44,051 SF of leasable square footage, 182 parking spaces, and Department of Planning & Development Services Case No. ZA25-0005 a detention pond. City Council approved site plans will be required prior to construction of this component of the development. Detailed elevations for all the buildings and a Traffic Impact Analysis will be provided at the site plan stage. The Commercial Site Data Summary is as follows: VARIANCE REQUESTED: The applicant has requested deferral of a Traffic Impact Analysis until site plan submittal. Any recommendations from the study will be addressed at the site plan stage. ACTION NEEDED: 1) Conduct a Public Hearing 2) Consider Approval ATTACHMENTS: (A) Background Information (B) Vicinity Map (C) Concept Plan Review Summary No. 2, dated February 14, 2025 (D) Surrounding Property Owners Map & Responses SPIN Meeting Report Corridor Planning Committee Report PowerPoint Presentation S-P-2 Regulations Plans STAFF CONTACT: Jenny Crosby (817) 748-8195 Dennis Killough (817) 748-8072 Case No. Attachment A ZA25-0005 Page 1 BACKGROUND INFORMATION OWNER: Rama Gullapalli, Shady 21, LLC APPLICANT: The Huffman Group, LLC and Sage Group PROPERTY SITUATION: 1835 Shady Oaks Drive PROPERTY DESCRIPTION: Tract 1A01B, James J. West Survey, Abstract No. 1620 LAND USE CATEGORY: Office Commercial CURRENT ZONING: “AG” Agricultural District PROPOSED ZONING: “S-P-2” Generalized Site Plan District, “SF-1A” Single Family Residential District, and “SF-20A” Single Family Residential District HISTORY: The property was annexed into the city in 1956 (Ordinance No. 37). SOUTHLAKE COMPREHENSIVE PLAN: Consolidated Future Land Use Plan Underlying Future Land Use Designation The underlying future land use designation for the site is “Office Commercial”. The Office Commercial category is a commercial category designed and intended for the exclusive use of office and limited office-related activities. It is established for and will be allocated to those districts best suited for supporting commercial activity of an office character. It has been established to encourage and permit general professional and business offices of high quality and appearance, in attractive landscaped surroundings with the types of uses and design exterior appearance so controlled as to be generally compatible with existing and future adjacent and surrounding residential development. Properties with this designation may serve as a transition between established residential neighborhoods, major roadways, and retail development. Other suitable activities are those permitted in the Public Parks/Open Space and Public/Semi-Public categories previously discussed. Optional Land Use Overlay The optional land use overlay designation is “Multi-Tenant Office Overlay”. The Multi-Tenant Office category is a commercial overlay category designed and intended for the use of high- quality, medium to large-scale office buildings of 2-4 stories that may be build-to-suit or speculative (“spec”) built. These office developments are envisioned to be 50,000 square feet or larger in either a standalone or office park configuration, and are for the use of corporate offices, professional services firms, financial firms, information technology and media companies, biomedical companies, research and development, medical office, and other users which drive demand for medium to large-scale office buildings. These buildings are less prominent than high-rise office with floor layouts that are designed for maximum user flexibility. Case No. Attachment A ZA25-0005 Page 2 Mobility & Master Thoroughfare Plan The property is bounded by Shady Oaks Drive to the west and the S.H. 114 access road to the east. SH-114 is designated as a Freeway with 300- 500 ft. right of way and Shady Oaks Drive is designated as a C2U, 2-lane undivided collector with 60 ft. of right of way. Pathways Master Plan & Sidewalk Plan The Pathways Master Plan calls for an 8 ft. minimum sidewalk along Shady Oaks Drive and the S.H. 114 access road. Per the Subdivision Ordinance, a minimum 5 ft. sidewalk is required along residential streets. The applicant is providing the required sidewalks along Shady Oaks Drive, the S.H. 114 access road, and the proposed residential street. TRANSPORTATION ASSESSMENT: Area Road Network and Conditions The proposed development has one driveway entrance from the S.H. 114 access road for the office component. A street is proposed connecting to Shady Oaks Drive for the residential component. Traffic Counts S.H. 114 Frontage Road (2E) (Between Entrance Ramp from Dove to White Chapel) 24hr 3,079 AM Peak (790) 7:30 – 8:30 AM PM Peak (252) 4:45 – 5:45 PM Shady Oaks (55) (Between Highland to Dove) 24hr North Bound (1,239) South Bound (1,157) AM Peak (164) 7:45 – 8:45 AM Peak (206) 7:45 – 8:45 AM PM Peak (137) 3:30 – 4:30 PM Peak (163) 3:00 – 4:00 PM * Based on the (2017-2018) City of Southlake Traffic Count Report Traffic Impact Per the applicant’s Traffic Impact Analysis Threshold Worksheet, the anticipated site traffic for the proposed development is 1,535 trips on a daily basis for the commercial component and 190 trips per day for the residential component. The anticipated PM peak hour site traffic is 153 trips for the commercial component and 19 trips for the residential component. TREE PRESERVATION: If the development were proposed as traditional zoning it would not comply with the existing tree cover preservation requirements of the Tree Preservation Ordinance. There is 86.76% of existing cover and a minimum of 30% would be required to be preserved. A total of 20.65% is proposed to be preserved, 15.38% is proposed as “Borderline/Marginal” to be preserved, and 63.97% is proposed to be removed. UTILITIES: There is an existing 10-inch sewer line and an existing 6-inch water line along Shady Oaks Drive. DRAINAGE: The property predominantly drains east to west, although the southeast Case No. Attachment A ZA25-0005 Page 3 portion of the property drains toward S.H. 114 and to the south. The plan proposes capturing stormwater into the new street on the residential portion of the property and into a detention pond on the commercial portion of the property. CITIZEN INPUT: The following meetings were held to discuss the development: A SPIN Meeting was held on February 11, 2025. Two similar mixed use concepts were presented to the Corridor Planning Committee on November 13, 2024. STAFF COMMENTS: Attached is Concept Plan Review Summary No. 2, dated February 14, 2025. Case No. Attachment B ZA25-0005 Page 1 Case No. Attachment C ZA25-0005 Page 1 CONCEPT PLAN REVIEW SUMMARY Case No.: ZA25-0005 Review No.: Two Date of Review: 02/14/25 Project Name: Zoning Change & Concept Plan – 1835 N Shady Oaks Dr. APPLICANT: OWNER: John Huffman Rama Gullapalli 935 S. Kimball, Suite 161 7271 Clementine Dr. Southlake, TX 76092 Irving, TX 75063 Phone: 979-204-9053 Phone: 217-416-9227 Email: john@johnhuffman.com Email: rkgullapalli@gmail.com CITY STAFF HAS REVIEWED THE ABOVE REFERENCED PROJECT RECEIVED BY THE CITY ON 02/13/25 AND WE OFFER THE FOLLOWING STIPULATIONS. THESE STIPULATIONS ARE HEREBY MADE CONDITIONS OF SITE PLAN APPROVAL UNLESS SPECIFICALLY AMENDED BY THE CITY COUNCIL. IF YOU HAVE ANY QUESTIONS OR NEED FURTHER CLARIFICATION, PLEASE CONTACT WAYNE POWELL AT (817) 748-8281. 1. This property is designated as “Office Commercial” on the approved Future Land Use Plan and “Multi-tenant Office” on the Optional Land Use Plan. An appropriate land use plan amendment application will be needed and approved by City Council following a recommendation from the Planning and Zoning Commission for the portion of property proposed for single family residential development, prior to any consideration and approval of a zoning change for these areas. A Comprehensive Plan Amendment application has been submitted. 2. Provide a Traffic Impact Analysis or Threshold Worksheet release form signed by the City Engineer. The applicant has requested deferral of a full Traffic Impact Analysis until full Site Plan submission and consideration. 3. In addition to the Zoning Diagram, a metes and bounds description for each district must be provided. 4. Identify residential and non-residential open space areas and lots and provide an open space management plan for each. 5. The S-P-2 parking ratio in the narrative (1 per 275 SF) does not match the development plan (1 per 242 SF). Please correct the narrative and/or development plan accordingly. 6. Shady Oaks Dr is designated as a collector road with 2 lanes and a minimum 60’ right-of-way (60’- C2U). Ensure that right-of-way required for Shady Oaks Dr. is provided. Case No. Attachment C ZA25-0005 Page 2 Tree Conservation/Landscape Review E-mail: kmartin@ci.southlake.tx.us Keith Martin Landscape Administrator Phone: (817) 748-8229 TREE CONSERVATION COMMENTS: 1. On the Preliminary Grading and Drainage Plan there is an Engineered Drainage Channel proposed with the tree preservation area between W. SH 114 and the detention pond on Shady Oaks Drive. This would require the removal of a significant amount, if not all the trees proposed to be protected within this area. 2. If the development were proposed as traditional zoning it would not comply with the existing tree cover preservation requirements of the Tree Preservation Ordinance. There is 86.76% of existing cover and a minimum of 30% would be required to be preserved. A total of 20.65% is proposed to be preserved, 15.38% is proposed as “Borderline/Marginal” to be preserved, and 63.97% is proposed to be removed. * Except as provided by subsection 7.2.b. of the Tree Preservation Ordinance, a Tree Conservation Analysis or Tree Conservation Plan shall be approved if it will preserve existing tree cover in accordance with the percentage requirements established by Table 2.0. If the property has previously received a tree permit related to development, the percentage of existing tree cover at the time the first such permit was issued shall be used to calculate the minimum existing tree cover that must be preserved under this section. Table 2.0 – Existing Tree Cover Preservation Requirements Percentage of existing tree cover on the entire site Minimum percentage of the existing tree cover to be preserved* 0% – 20% 70% 20.1 – 40% 60% 40.1% - 60% 50% 60.1% - 80% 40% 80.1% - 100% 30% *The minimum percentage of existing tree cover to be preserved shall exclude any area in public rights-of-way as approved by City Council. For property sought to be zoned for the Downtown zoning district or a planned development zoning district, including an S-P-1 Site Plan, S-P-2 Site Plan, Transition, Rural Conservation, Planned Unit Development, or Employment Center zoning district, the City Council shall consider the application for a Conservation Analysis or Plan in conjunction with the corresponding development application (as established in Table 1.0). The Planning and Zoning Commission shall review the application and make a recommendation to the City Council regarding the application. The City Council shall approve the Plan or Analysis if the Council finds that the Plan or Analysis provides for the: i. placement of building pads, parking areas, driveways, streets, and utility easements so as to maximize the preservation of environmental features of the property including mature tree stands, natural creeks and ponds, and significant grades; Case No. Attachment C ZA25-0005 Page 3 ii. maximizes the preservation of tree cover preservation areas indicated on the Environmental Resource Protection Map; iii. maximizes the preservation of existing tree stands with the potential to buffer residential areas from the noise, glare, and visual effects of nonresidential uses; iv. maximizes the preservation of existing trees, if any, adjoining a natural or man-made drainage creek; v. maximizes the preservation of existing protected trees along rural roadways and other streets as identified and prioritized in the Street Typology designation; and vi. mitigation of altered trees through proposed tree replacement procedures pursuant to this Ordinance. * Please be aware that all existing trees shown to be preserved on the City Council approved Tree Conservation Plan must be preserved and protected during all phases and construction of the development. Alteration or removal of any of the existing trees shown to be preserved on the approved Tree Conservation Plan is a violation of the Tree Preservation Ordinance and the zoning as approved by the Southlake City Council. Please ensure that the layout of all structures, easements, utilities, structures grading, and any other structure proposed to be constructed do not conflict with existing trees intended to be preserved. LANDSCAPE COMMENTS: 1. For the SP-2 Office portion of the development please provide the minimum of a 25’ – I type bufferyard and required plant material along the property line abutting W. SH 114, and the minimum of a 10’ – B type bufferyard and required plant material along Shady Oaks Drive. 3. For the SF-20A residential portion of the development please provide the minimum of a 25’ – G type buffereyard and required plant material along the property line abutting W. SH 114. * Indicates informational comment. # Indicates required items comment. Case No. Attachment C ZA25-0005 Page 4 Public Works/Engineering Review Sandra Endy, P.E. Development Engineer Phone: (817) 748-8033 E-mail: sendy@ci.southlake.tx.us GENERAL COMMENTS: 1. The minimum radius is 30’ along the firelane and at the proposed drive connections to Shady Oaks and SH114. Label the radius along the firelane and at all intersections. 2. The sidewalk along the cul-de-sac will need to be located within a pedestrian access easement if located outside of ROW. 3. Based on the Traffic Threshold Worksheet, a TIA will be required to be submitted. * The proposed detention pond shall be located within a dedicated drainage easement. DRAINAGE COMMENTS: * Be aware that cross lot drainage will require the drainage flow to be captured within a closed system, whether it be a swale or storm pipe, and will be required to be located within a private drainage easement. UTILITY COMMENTS: * The minimum radius for an 8” water line is 200’. Please ensure that the minimum radius is being met. * The waterline within the residential section should connect to the commercial development to allow for a looped system. Case No. Attachment C ZA25-0005 Page 5 Fire Department Review Lorenzo Chavez Fire Marshal Phone: (817) 748-8671 E-mail: lchavez@ci.southlake.tx.us GENERAL COMMENTS: An automatic fire sprinkler system shall be installed in any residential structure that exceeds 6,000 square feet, excluding porches and patios. The required backflow protection (double check valve) for the sprinkler systems in the commercial development can be located on the riser if the riser is within 100 feet of the water main, measured linearly along the length of the pipe. If the riser is further than 100 feet from the main, the double check valve shall be in a vault. Riser rooms shall be a minimum of 5’X5’ if the double check is not located on the riser, or a minimum of 6’X6’ if it is located on the riser. (Riser room locations & water main for commercial development not indicated on plans) FIRE HYDRANT COMMENTS: Fire Department Connections for sprinkler systems must be within 100 feet of a fire hydrant, and within 50 feet of fire department fire lane access. (Fire Department Connection locations and FH not indicated on plans for commercial property) Hydrants required at maximum spacing for R-3 Occupancies is 400 feet for subdivisions with un-sprinklered homes or 600 feet for subdivisions with all homes sprinklered. Fire hydrants are required at a maximum spacing of 500 feet for commercial locations that contain sprinkled buildings. (FH not indicated for commercial property) FIRE LANE COMMENTS: Fire apparatus access needs to be provided within 150 feet of all exterior portions of the perimeter of buildings on a “hose-lay” basis for un-sprinkled buildings and 250 feet for sprinklered buildings. (Hose lay exceeds 250 feet to all exterior portions from a fire lane for 15,000+ building if barrier or fencing would prevent access from the service road) Fire apparatus access needs to be an all-weather surface, asphalt or concrete, 24 feet wide and able to support the imposed loads of fire apparatus. (Minimum of 85,000 pounds GVW). (Commercial development fire lane is undersized measuring only 22 feet wide) Dead-end fire apparatus access cannot exceed 150 feet. (Commercial development fire lane exceeds 150 ft with a dead-end) Fire access roads in residential subdivision must be at least 31 ft. back of curb to back of curb. (Standard street width – Multiple areas of the road measure less than this requirement) Fire apparatus access requires a minimum 30 foot inside turn radius and a minimum 54 foot outside turn radius. (Turns throughout the residential development measure less than this requirement) Case No. Attachment C ZA25-0005 Page 6 Cul-de-Sacs must have 30 ft. inside turn radius and 50-foot radius (100-foot diameter) for approved turnaround. (Cul-de-sac is undersized at 80-foot diameter) Case No. Attachment C ZA25-0005 Page 7 General Informational Comments * No review of proposed signs is intended with this plan. A separate building permit is required prior to construction of any signs. * All mechanical equipment must be screened of view from right-of-ways and residential properties in accordance with the Zoning Ordinance No. 480, as amended. * All lighting must comply with the Lighting Ordinance No. 693, as amended. * All development must comply with the Drainage Ordinance No. 605 and the Erosion and Sediment Control Ordinance No. 946, as amended. * Development must comply with all requirements in Zoning Ordinance No. 480, Section 43, Overlay Zones. * The applicant should be aware that prior to issuance of a building permit a a Site Pla for the non- residential portion and Plat must be processed and filed in the County Plat Records, a fully corrected site plan, landscape plan, irrigation plan, and building plans, must be submitted for approval and all required fees must be paid. This may include but not be limited to the following fees: Park Dedication Fee, Roadway Impact Fee, Water & Sewer Impact and Tap Fees, and related Permit Fees. * In addition to the City of Southlake impact fees, please be aware that through the wholesale water customer contract with the City of Fort Worth, all new water connections are required to pay the City of Fort Worth impact fee. The City of Fort Worth impact fee assessment is based on the final plat recordation date and building permit issuance. The applicant is encouraged to review the City of Fort Worth's assessment and collection of Impact Fees Guide to determine the fee amount. * A permit from TxDOT must be obtained prior to any curb cut along SH 114. * A minimum 8 foot tall masonry screen wall matching the principal building with a solid metal access gate is required for all trash dumpsters. * Denotes Informational Comment Case No. Attachment D ZA24-0051 Page 1 SURROUNDING PROPERTY OWNERS MAP & RESPONSES SPO # Owner Zoning Physical Address Acreage Response 1 114 LA PALOMA HOLDINGS LLC AG 2001 SHADY OAKS DR 1.870282642 NR 2 SPICKLER, DENNIS G SF1-A 1950 SHADY OAKS DR 0.374608187 NR 3 LIU, YING SF2 1900 SHADY OAKS DR 1.041910875 NR 4 MCCAULEY LIVING TRUST SF1-A 700 GARDEN CT 0.603164566 NR 5 GREEN, CHELSEA SF1-A 701 GARDEN CT 0.182868017 NR 6 PETERS, CHAD H SF1-A 1816 SHADY OAKS DR 0.917188325 NR 7 GONSALVES, ANTHONY SF1-A 1740 SHADY OAKS DR 0.911489878 NR 8 UTLEY, REBECCA AG 1735 SHADY OAKS DR 1.091513607 NR 9 MOORE FAMILY PROPERTY COMPANY O1 395 W SH 114 0.898703549 NR 10 NGUYEN, LINH P SF20A 502 FOX GLENN 0.486001017 NR 11 AMOIA, MATTHEW SF20A 504 FOX GLENN 0.459935594 NR 12 RYON, ROSS SF20A 506 FOX GLENN 0.447761932 NR 13 BARRON, ELIZA S SF20A 508 FOX GLENN 0.446245186 NR 14 BORRA, SRI SF20A 510 FOX GLENN 0.442946848 NR 15 VAUGHN, ELIZABETH H SF20A 512 FOX GLENN 0.448058655 NR 16 AGHILI, HADY SF20A 514 FOX GLENN 0.443119383 NR 17 MELBOURNE, ROSS RPUD 1700 SHADY OAKS DR 0.011845965 NR 18 MILLER, DELANO M SF20A 516 FOX GLENN 0.640087753 NR 19 WAGNER FAMILY LIVING TRUST SF20A 519 FOX GLENN 0.0578692 NR Case No. Attachment D ZA24-0051 Page 2 20 SOUTHLAKE, CITY OF AG W SH 114 0.003629247 NR 21 BOECK, CLAUDINE SF20A 517 FOX GLENN 0.002833943 NR 22 ALLEN, BENJAMIN T SF1-A 601 GARDEN CT 1.014429698 NR 23 KOSCINSKI, ALLEN SF20A 501 FOX GLENN 1.096455017 NR 24 GRUE, RICHARD A SF20A 515 FOX GLENN 0.665579172 NR 25 TIFFENBERG, IRA SF20A 505 FOX GLENN 0.670662721 NR 26 SANCHEZ, BENITO SF20A 507 FOX GLENN 0.64869802 NR 27 ZVONECEK, BRIAN SF20A 513 FOX GLENN 0.646505825 NR 28 SPEIER, JONATHAN SF20A 509 FOX GLENN 0.677968133 NR 29 SHARMA, ABHINAV SF20A 503 FOX GLENN 0.628243933 NR 30 VISOSKY, MARK SF20A 511 FOX GLENN 0.660044355 NR 31 PERERA, RAJEEV C SF1-A 693 GARDEN CT 0.986464562 NR 32 VALLERIE, JAMES SF1-A 698 GARDEN CT 1.032002166 NR 33 SUMMY, LLOYD SF1-A 594 GARDEN CT 0.98227995 NR 34 SUPERINTENDENT OF CARROLL ISD NR 1000 SHIVERS FAMILY PARTNERSHIP AG 1835 SHADY OAKS DR 21.52650037 Responses: F: In Favor O: Opposed To U: Undecided NR: No Response Notices Sent: 34 Responses Received within 300’: 0