Attachment B - PHO Summary -PHO-3-20_121-03-7(8).pdf

City of Phoenix — Formal (2020-11-18)

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REPORT OF PLANNING HEARING OFFICER ACTION 
Adam Stranieri, Planner III, Hearing Officer  
Julianna Pierre, Planner I, Assisting  
October 21, 2020 
ITEM NO: 7 
DISTRICT 8 
SUBJECT: 
Application #: 
PHO-3-20--Z-121-03-7(8) 
Zoning:  
S-1 (Approved R1-10) 
Location: 
Approximately 660 feet east of the northeast corner of 23rd 
Avenue and South Mountain Avenue 
Acreage: 
10.0 
Request: 
1) Modification of Stipulation 1 regarding general
conformance with the site plan date stamped January 7, 
2004. 
2) Deletion of Stipulation 1.A regarding parking between
Pad B, Baseline Road, and 27th Avenue. 
3) Deletion of Stipulation 1.B regarding general
conformance with open space as shown on the site plan 
dated January 7, 2004. 
4) Modification of Stipulation 3 limiting the development to a
maximum of 562 dwelling units. 
5) Modification of Stipulation 3.E limiting Parcel 8 to 21
dwelling units. 
6) Technical corrections to Stipulations 2, 2.A, 2.B, 4, 5, 6,
7, 9, 10, 17, 18, 19, 20, 22, 23, and 28. 
Applicant: 
Casey Wollschlager, Summergate Companies 
Owner: 
The Cheryl B. Larkey Trust 
Representative: Adam Baugh, Withey Morris, PLC 
ACTIONS 
Planning Hearing Officer Recommendation:  The Planning Hearing Officer 
recommended approval with modifications and additional stipulations. 
Village Planning Committee (VPC) Recommendation:  The South Mountain 
Village Planning Committee opted not to hear this request. 
DISCUSSION 
Adam Baugh, representative with Withey Morris PLC, provided history regarding 
the site and the original rezoning case.  He stated that he is requesting 
modification to Stipulations 1, 3, and 3.E and deletion of Stipulation 1.A and 1.B 
Attachment B

Planning Hearing Officer Summary of October 21, 2020 
Application PHO-3-20--Z-121-03-7(8) 
Page 2 
 
 
to allow for development of a 33-lot single family detached residential community.  
He noted that the layout is similar to the approved 2004 plan with lots along the 
perimeter boundary and central open space for retention and as a community 
amenity.  He stated that the proposed plan will add a second driveway, remove 
private gates, and move the open space tracts. 
 
Adam Stranieri stated that no correspondence was received regarding the case 
and the South Mountain Village Planning Committee opted not to hear the case.  
Mr. Baugh stated that he spoke with Patti Trites, Chairperson of the South 
Mountain VPC, and answered questions she had regarding the project. 
 
Mr. Stranieri stated that the original rezoning case exceeded 215 acres and the 
site plan presented in that case lacked detail.  He stated that the site of the PHO 
is Parcel 8 of the original request.  He stated that he had no concerns with the 
change in number of units from 21 to 33 considering the proposed unit count 
remains lower than what is permitted in the zoning district and is compatible with 
existing developments in the surrounding area.  He added that removing the 
gate, adding an additional point of access, and adding retention areas are 
beneficial to the layout.  He added that the configuration of the open space 
provides more equitable access to all residents. 
 
Mr. Stranieri stated that Stipulation 1.A, regarding parking between Pad B, 
Baseline Road, and 27th Avenue, references an off-site location and he had no 
issue recommending deletion of the stipulation. 
 
Mr. Stranieri stated that Stipulation 1.B, regarding general conformance with 
open space as shown on the site plan dated January 7, 2004, was not clear in its 
intent.  He stated that stipulated site plan did not give specific calculations for 
open space either by parcel or for the entire rezoning area.  He added that he 
had no concern recommending deletion of the stipulation. 
 
Mr. Stranieri and Mr. Baugh discussed the maximum number of units in the 
development.  Mr. Stranieri stated that PHO-2-10—Z-121-03 modified the 
number of units in Parcel 9 and the maximum number of units in the 
development.  He stated that even though Parcel 9 is off-site, he would change 
the number of units to ensure that the sum in Stipulation 3 is accurate and 
depicts what is currently permitted on the surrounding parcels.  Mr. Baugh stated 
that he had no concerns with the change. 
 
Mr. Stranieri stated that a multi-use trail was identified for the site, but that the 
trail was already required in Stipulation 14.  He stated that the stipulation did not 
have the current MAG supplemental details, but the applicant could work with the 
Parks and Recreation Department to determine what the requirements for a trail 
in that location would be.

Planning Hearing Officer Summary of October 21, 2020 
Application PHO-3-20--Z-121-03-7(8) 
Page 3 
 
 
Mr. Stranieri stated that the site is archaeologically sensitive and additional 
stipulations were warranted to address City requirements for archaeological data 
testing and surveying.  
 
FINDINGS 
 
1) The stipulated site plan included conceptual subdivision layouts for ten 
development parcels located throughout the approximately 215.58 acres 
of the original rezoning case subject property.  Because of the much larger 
extent of the original case area, the conceptual plan lacked significant 
detail regarding the individual planned communities.  The subject property 
of this request is solely Parcel 8 (as depicted on the original stipulated 
plan).  Parcel 8 was depicted containing 21 single-family residential lots in 
a gated subdivision with a ring-road and a central open space located to 
the south of the central lots.  The proposed conceptual site plan depicts 33 
lots in a similar configuration.  Modifications include removing the gated 
entry, an additional point of access on South Mountain Avenue, shifting 
the open space to the western side of the central lots, and new retention 
basins on the east, west, and south perimeters.  The proposed unit count 
remains below the maximum permitted by the base R1-10 zoning (33 units 
vs. 45 units).  Further, the modifications represent improvements to 
access, circulation, greater equity regarding proximity and access to open 
spaces, and increased overall open space.  General conformance to the 
proposed plans is recommended. 
 
2) Stipulation 1.a refers to an off-site location within the larger original 
rezoning area and is not necessary to be retained.  Deletion as requested 
by the applicant is recommended. 
 
3) Stipulation 1.b requires general conformance to the stipulated site plan 
regarding open space.  It is unclear what the intent of this stipulation 
originally was as open space is identified as a key design element for 
review of general conformance per the definition of this term in Section 
202 of the Zoning Ordinance, which was separately stipulated.  Further, 
there were no percentages for open space depicted for individual 
development parcels or for the overall site on this plan.  Given the 
recommendation for modification of Stipulation 1 described above, 
deletion of this sub-stipulation as requested by the applicant is 
recommended. 
 
4) The subject property of this request is currently subject to the stipulations 
of the base rezoning case.  However, two prior PHO actions have been 
approved to this case since the original approval.  PHO-1-07—Z-121-03-
7(8) modified stipulations regarding elevations and building height for a 
parcel at the southeast corner of 23rd Avenue and South Mountain

Planning Hearing Officer Summary of October 21, 2020 
Application PHO-3-20--Z-121-03-7(8) 
Page 4 
 
 
Avenue.  PHO-2-10—Z-121-03-7(8) modified stipulations regarding site 
plan conformance, the maximum unit count (562 to 574), and the unit 
count for Parcel 9 (55 to 67). 
 
The applicant’s written request in this case regarding Stipulation 3 and 3.e 
incorrectly utilized stipulation language on unit counts from PHO-2-10—Z-
121-03-7(8) rather than Z-121-03-7(8).  The subject property of this 
current request is limited to the approximately 10 acres located 
approximately 660 feet east of the northeast corner of 23rd Avenue and 
South Mountain Avenue.  However, while the subject property of this case 
does not include Parcels 2, 3, 4, 7, 9, or 10, it is recommended that the 
applicant’s request be approved as filed in order to ensure that the unit 
count accurately reflects the previously approved unit counts in other 
development areas from these aprior PHO actions, both for consistency 
with these cases and so that the sum total in the resulting stipulation 
makes sense.  One additional modification is therefore necessary and 
recommended in order to achieve this, which is to update the Parcel 9 unit 
count from 55 to 67. 
 
DECISION: The Planning Hearing Officer recommended approval with 
modifications and additional stipulations. 
 
STIPULATIONS 
 
Site Plan 
 
 
1. 
That dTHE Development shall be in general conformance with the site 
plan date stamped SEPTEMBER 2, 2020, January 7, 2004; as approved 
or modified by the following stipulations and/or APPROVED BY the 
PLANNING AND Development Services Department. 
 
 
 
A. 
That only one row of parking shall be allowed between Pad B, 
Baseline Road and 27th Avenue. 
 
 
 
 
B. 
That residential subdivision open space shall be in general 
conformance with the site plan dated January 7, 2004. 
 
2. 
That THE development shall be in general conformance with the 
elevations date stamped October 17, 2003, as modified by the following 
stipulations and/or the PLANNING AND Development Services 
Department. 
 
 
 
A. 
The commercial elevations shall be reviewed and approved 
through the Planning Hearing Officer process, prior to preliminary

Planning Hearing Officer Summary of October 21, 2020 
Application PHO-3-20--Z-121-03-7(8) 
Page 5 
 
 
site plan approval with the PLANNING AND Development 
Services Department. 
 
 
 
 
B. 
That tThe commercial parcel elevations shall incorporate a 
comprehensive design theme prior to preliminary site plan 
approval of the first building utilizing unifying material finishes and 
color schemes for elements such as signage, street lighting, 
fencing, site furniture, entry statements and paving treatments. 
Four sided architecture and roofline treatments shall be 
architecturally finished to minimize visual impact to adjacent 
residential districts, as approved or modified by the PLANNING 
AND Development Services Department. 
 
3. 
ThatTHE development shall be limited to a maximum of 562 586 dwelling 
units; allocated in the following manner: 
 
 
 
A. 
Parcel 2 shall be limited to 127 dwelling units. 
 
 
 
 
B. 
Parcel 3 shall be limited to 152 dwelling units. 
 
 
 
 
C. 
Parcel 4 shall be limited to 68 dwelling units. 
 
 
 
 
D. 
Parcel 7 shall be limited to 97 dwelling units. 
 
 
 
 
E. 
Parcel 8 shall be limited to 21 33 dwelling units. 
 
 
 
 
F. 
Parcel 9 shall be limited to 55 67 dwelling units. 
 
 
 
 
G. 
Parcel 10 shall be limited to 42 dwelling units. 
 
 
4. 
That aA 50-foot scenic corridor setback shall be provided along Baseline 
Road and developed in accord with the Baseline Scenic Drive Section. 
651.E.1.a of the Zoning Ordinance as approved or modified by the 
PLANNING AND Development Services Department. 
 
 
5. 
That lLandscaped entry areas on Baseline Road, 27th Avenue and 19th 
Avenue shall contain a minimum of 250 square feet of landscaping and 
shall be maintained with a variety of at least four plant materials, one of 
which shall be Penstemon as approved by the PLANNING AND 
Development Services Department. The landscaped area may be split 
into two areas per entry, if two entry signs are provided.

Planning Hearing Officer Summary of October 21, 2020 
Application PHO-3-20--Z-121-03-7(8) 
Page 6 
 
 
6. 
That aAll landscaped entries shall contain a mix of plant materials, 
including minimum 1.5-inch caliper trees(s) and Penstemon as approved 
by the PLANNING AND Development Services Department. 
 
 
7. 
That tThere shall be detached sidewalks with five-foot wide landscaped 
strips located between the sidewalk and back of curb from the entrances 
of the subdivision and adjoining major arterial/arterial streets for a 
distance of 120-feet within the residential development. The landscaped 
area shall be planted with minimum 1.5-inch caliper trees spaced 20-feet 
on center or in equivalent groupings with ground cover as approved by 
the PLANNING AND Development Services Department. 
 
 
8. 
That aAny landscaped medians, traffic mitigation islands, or open 
space/retention areas shall use Penstemon (if permitted in the right-of-
way) as one of the plant materials. 
 
 
9. 
That tThe applicant shall develop an architectural theme for the 
residential development that shall apply to all four sides of the homes. 
The theme shall assure that exterior accent materials (e.g., brick, stone), 
exterior detailing (stucco recesses, pop outs), and a street appurtenance 
package (such as, but not limited to, benches, ramadas and signage) 
convey a sense of continuity throughout the area north of South 
Mountain Avenue. The theme shall be approved by the PLANNING AND 
Development Services Department prior to or concurrent with preliminary 
site plan approval for the first parcel. 
 
 
10. 
That aA minimum of two elevations for each floor plan shall have a 
covered front porch measuring at least 60 square feet in area with a 
depth of at least six feet as approved or modified by the Single Family 
Design Advisor in the PLANNING AND Development Services 
Department. 
 
 
11. 
That aAll residential lots within 100 feet of Baseline Road shall be 
restricted to single-story (20 feet) homes. That aAll residential lots along 
the northern property line of Parcel 7 shall be restricted to single-story 
(20 feet) homes. That 50% of the residential lots within 60 feet of 27th 
Avenue, South Mountain Avenue, 23rd Avenue and 19th Avenue shall be 
restricted to single-story (15 feet) homes. 
 
 
Parks and Recreation 
 
 
12. 
That aA 7.5-acre neighborhood park site shall be reserved, as shown on 
the site plan, as approved by the Parks and Recreation Department.

Planning Hearing Officer Summary of October 21, 2020 
Application PHO-3-20--Z-121-03-7(8) 
Page 7 
 
 
13. 
That aA 10-foot public multi-use trail shall be constructed in accordance 
with City of Phoenix standard trail detail along Baseline Road and 27th 
Avenue as approved by the Parks and Recreation Department. 
 
 
14. 
That aAn 8-foot public multi-use trail shall be constructed in accordance 
with City of Phoenix standard trail detail along the north side of South 
Mountain Avenue and the east side of 23rd Avenue as approved by the 
Parks and Recreation Department. 
 
 
ARCHAEOLOGY 
 
 
15. 
IF DETERMINED NECESSARY BY THE PHOENIX ARCHAEOLOGY 
OFFICE, THE APPLICANT SHALL CONDUCT PHASE I DATA 
TESTING AND SUBMIT AN ARCHAEOLOGICAL SURVEY REPORT 
OF THE DEVELOPMENT AREA FOR REVIEW AND APPROVAL BY 
THE CITY ARCHAEOLOGIST PRIOR TO CLEARING AND GRUBBING, 
LANDSCAPE SALVAGE, AND/OR GRADING APPROVAL. 
 
 
16. 
IF PHASE I DATA TESTING IS REQUIRED, AND IF, UPON REVIEW 
OF THE RESULTS FROM THE PHASE I DATA TESTING, THE CITY 
ARCHAEOLOGIST, IN CONSULTATION WITH A QUALIFIED 
ARCHAEOLOGIST, DETERMINES SUCH DATA RECOVERY 
EXCAVATIONS ARE NECESSARY, THE APPLICANT SHALL 
CONDUCT PHASE II ARCHAEOLOGICAL DATA RECOVERY 
EXCAVATIONS. 
 
 
17. 
IN THE EVENT ARCHAEOLOGICAL MATERIALS ARE 
ENCOUNTERED DURING CONSTRUCTION, THE DEVELOPER 
SHALL IMMEDIATELY CEASE ALL GROUND DISTURBING 
ACTIVITIES WITHIN A 33- FOOT RADIUS OF THE DISCOVERY, 
NOTIFY THE CITY ARCHAEOLOGIST, AND ALLOW TIME FOR THE 
ARCHAEOLOGY OFFICE TO PROPERLY ASSESS THE MATERIALS. 
 
 
Other 
 
 
18. 
15. 
That pPrior to final site plan approval, the property owner shall record 
documents that disclose to purchasers of property within the 
development the existence and potential nuisances of the horse and 
farming operations in close proximity to the site. The form and content of 
such documents shall be reviewed and approved by the City Attorney. 
 
 
19. 
16. 
That aA minimum 7.5-acre elementary school site shall be reserved at 
the location shown on the site plan per the Roosevelt Elementary School

Planning Hearing Officer Summary of October 21, 2020 
Application PHO-3-20--Z-121-03-7(8) 
Page 8 
 
 
District, unless otherwise waived. This site shall be reserved for one year 
from final approval for the adjacent phase two subdivision. 
 
 
Streets and Transit 
 
 
20. 
17. 
That rRight-of-way totaling 60 feet and a 10-foot sidewalk easement shall 
be dedicated for the south half of Baseline Road, or as modified by the 
PLANNING AND Development Services Department. 
 
 
21. 
18. 
That rRight-of-way totaling 50 feet shall be dedicated for the east half of 
27th Avenue, or as modified by the PLANNING AND Development 
Services Department. 
 
 
22. 
19. 
That rRight-of-way totaling 50 feet shall be dedicated for the west half of 
19th Avenue, or as modified by the PLANNING AND Development 
Services Department. 
 
 
23. 
20. 
That rRight-of-way totaling 30 feet shall be dedicated for the east and 
west halves of 23rd Avenue, or as modified by the PLANNING AND 
Development Services Department. 
 
 
24. 
21. 
That aA 21-foot by 21-foot right-of-way triangle, shall be dedicated at all 
comers of arterial/arterial and arterial/collector street intersections. 
 
 
25. 
22. 
That aAdditional right-of-way shall be required for flares at intersections 
and traffic calming devices as approved or modified by the PLANNING 
AND Development Services Department. 
 
 
26. 
23. 
That tThe developer shall construct all streets within and adjacent to the 
development with paving, curb, gutter; sidewalk, curb ramps, streetlights, 
median islands, landscaping and other incidentals as per plans approved 
by the PLANNING AND Development Services Department. All 
improvements shall comply with all ADA accessibility standards. 
 
 
27. 
24. 
That tThe applicant shall complete and submit the Developer Project 
Information for the MAG Transportation Improvement Program to the 
Street Transportation Department (602) 262-6193. This form is a 
requirement of the EPA to meet clean air requirements. 
 
 
28. 
25. 
That rRight-of-way shall be dedicated along with a bus bay (P-1262) and 
transit pad (P-1261) constructed along Baseline Road east of 27th 
Avenue as approved by the Public Transit Department.

Planning Hearing Officer Summary of October 21, 2020 
Application PHO-3-20--Z-121-03-7(8) 
Page 9 
 
 
29. 
26. 
That rRight-of-way shall be dedicated and transit pad (P-1262) shall be 
constructed at the following locations as approved by the Public Transit 
Department. 
 
 
 
A. 
Eastbound Baseline Road, east of 25th Avenue. 
 
 
 
 
B. 
Southbound 19th Avenue, south of South Mountain Avenue. 
 
 
 
 
C. 
Northbound 27th Avenue, north of Olympic Drive. 
 
 
30. 
27. 
That aApproval shall be conditioned upon development within 18 months 
of final City Council approval of this request. 
 
 
31. 
28. 
That aAll lots backing up to open space within the community shall utilize 
view fencing (maximum 3-foot decorative block), except adjacent to the 
property at 2050 West South Mountain Avenue, which shall be 
composed of a solid wall, as approved by the PLANNING AND 
Development Services Department. 
 
 
32. 
29. 
That vVesting shall not occur until a traffic study is submitted by the 
applicant and approved by the Street Transportation Department. 
 
 
33. 
30. 
That lLots in Parcels 2, 3 and 4 shall be a minimum of 55 feet in width. 
 
 
34. 
31. 
That tThe applicant shall provide traffic signal lights at the intersection of 
27th Avenue and Baseline Road at the time traffic signal warrants are 
met, as approved by the Street Transportation Department, with 
consideration of design and/or development constraints. 
 
 
35. 
32. 
That pProperties south of South Mountain Avenue shall not prohibit an 
equestrian lifestyle (horses on 10,000 square foot lots). 
 
 
36. 
PRIOR TO PRELIMINARY SITE PLAN APPROVAL, THE LANDOWNER 
SHALL EXECUTE A PROPOSITION 207 WAIVER OF CLAIMS IN A 
FORM APPROVED BY THE CITY ATTORNEY'S OFFICE.  THE 
WAIVER SHALL BE RECORDED WITH THE MARICOPA COUNTY 
RECORDER'S OFFICE AND DELIVERED TO THE CITY TO BE 
INCLUDED IN THE REZONING APPLICATION FILE FOR RECORD.

Planning Hearing Officer Summary of October 21, 2020 
Application PHO-3-20--Z-121-03-7(8) 
Page 10 
 
 
Upon request, this publication will be made available within a reasonable length 
of time through appropriate auxiliary aids or services to accommodate an 
individual with a disability. This publication may be made available through the 
following auxiliary aids or services: large print, Braille, audiotape or computer 
diskette.  Please contact the Planning and Development Department, Tamra 
Ingersoll at voice number 602-534-6648 or TTY use 7-1-1.