Things Your Architect Wishes You Had Done in Masterplanning

November 12, 2024
An Architect and Developer's Guide to Navigating Complex Entitlements

In architecture and urban planning, masterplans are strategic documents that design, organize, and plan for the development of a large site or area containing multiple blocks or buildings. They provide a comprehensive framework for the development of an area of land to be used, whether it is for housing or other building types, infrastructure, or open spaces for a community or certain property. They establish the overall vision for a property that allows for coordinated decision-making as individual building or infrastructure projects are designed and implemented over time.

 

Ankrom Moisan has worked on many buildings within larger masterplans throughout California’s Bay Area as part of Special Use Districts or Specific Plan Updates. We enjoy working on these projects since they have the potential to make a tremendous positive impact on the area where they are constructed, which is exciting. Masterplan projects can create thriving new neighborhoods or contribute to a massive infusion of jobs, housing, and community amenities that reinvigorate existing – yet stagnant, historically under-invested, or under-resourced – neighborhoods. One of our recently completed projects, The George, a 20-story high-rise in San Francisco, was completed as part of the Fifth and Mission Special Use District which had that exact intention.

 

The George

 

An aerial shot of The George and the surrounding Fifth and Mission Special Use District

 

Risks

 

Of course, while there is a great possibility for a large, impactful success with expansive projects like these, masterplans also come with a lot of risk for the developers that back them. Often, the biggest risk taken by developers in our environment of rapidly shifting construction and real estate markets is timing. These masterplans are for projects that can take many years, maybe even a decade, between the start of the planning process and a building’s completion, so every early decision really counts.

 

A thoughtless decision in the initial layout of a lot or in the design parameters that get baked into an EIR* can very easily balloon a project’s timeline. If an individual building’s design is consistent with the design guidelines studied in the masterplan’s EIR, then the building doesn’t need its own separate EIR. However, if a project deviates from what was studied in a masterplan’s EIR, there’s a chance that the building will need to conduct its own environmental review, which is a very long process. This can spiral out of control when every building needs a time-consuming modification to rectify the issue. On the other hand, well thought-out initial design documents can facilitate a smooth entitlements process, meaning that you get exactly what you expect on your project while shaving months or years off the approvals timeline, directly resulting in earlier TCOs**.

 

How Architects Can Help

 

As architects we’ve worked on complex projects like this with many development partners. We know what strategies work well and what common pitfalls to avoid. We want to ensure that complex masterplans are not more complex than they need to be.

 

 

Video: Navigating Complex Entitlements with Architect Chris Gebhardt

 

Working hand-in-hand with architects throughout the process to design buildings as guidelines are being developed is the best-case scenario for masterplans with complex entitlements. Your priorities become the driving force when the building designs are actively influencing the design guidelines, instead of merely reacting to them. It’s so much easier to make the case that a massing modulation requirement is overly restrictive by showing the city a beautiful non-complying building they would be happy to approve before that compliance language gets codified than after, when they and you are forced into a time-consuming mediation process. In some cases, owners have been able to use excerpts from our SD design packages as the actual “design guidelines” so they know they’re going to be allowed to build the building they want and allowing them to skip the whole process of developing generic design guidelines that could backfire. In this scenario, when the individual buildings need to be entitled its basically a rubber stamp review.

 

Even if the architects can’t be brought on for a whole initial design phase it can still be impactful to get them on board for occasional test fit checks, studying the lots and design standards you are considering implementing. It does not require consistent work (with associated consistent fee burn) but can be done as short studies here and there, and if you’re using the same team, they can get increasingly efficient with the studies and then translate what they’ve learned into an efficient early design phase once you get to that point. Our tier 2 feasibility study service provides a quick-yet-accurate understanding of the yield potential of a site. Typically, it includes a full zoning analysis, a zoning mass impacts table, buildable volume diagrams, and graphic site location and zoning, among other expected deliverables like simple floor area plans, an area summary, and simple massing diagrams. In the context of developing a masterplan, this template can easily be used to study the impacts of design requirements.

 

While it’s ideal for an architect to get involved with a project in the early planning stages, bringing on an architect at any stage means that you’ll get an expert’s input on integral elements such as lot dimensions, building heights, fire access, and building utilities.

 

For The George, part of the significant 5M development in a historic part of San Francisco, we were unable to join the project early on, meaning that we had to rely on other solutions to streamline the entitlements process and make the project more efficient in terms of both time and money. To create this 20-story high-rise (one of the largest housing developments in San Francisco), we implemented a combination of different strategies for navigating complex entitlements for large masterplans, resulting in a final structure that was practical and passed entitlements reviews while also still being beautiful and transcendent.

 

Here is a glimpse of some of the insights that might be shared by an architect who is brought into a project at a later stage, that can still help avoid the complications and delays that are commonly associated with complex entitlements and masterplans.

 

1. Lot Dimensions

 

There are modules that work efficiently for different buildings and building types. In mid-rise construction, an efficient double-loaded corridor building wing is about 65 to 70 feet wide, so site dimensions smaller than that can be a serious challenge for multifamily developments. If you need on-site open space or daylighting, then that requires another 30 or 40 feet, which means you want at least 100 feet for an L-shaped building. If you want a full U-shaped building, then you’ll need 180 to 200 feet with exposure on at least three sides. For a parking wrap or “Texas Donut” style building, you’d need at least 200 feet minimum.

 

Minimum efficient lot dimensions

 

Lots with dimensions that fall between these sweet spots often lead to inefficient building layouts, such as single-loaded corridors, or they aren’t able to utilize as much of the site for rentable units as would be preferred.

 

2. Building Heights

 

Building height limits tend to be set in increments of five or ten feet, which isn’t an issue if you can keep in mind that real building heights are a bit messier than that. It’s rare. for a residential floor to actually be 10 feet high. 10′-6″ is a much more comfortable floor-to-floor height for wood-frame housing than 10′-0″ is. If there are ground-floor residential units, it’s likely that they will be raised above the sidewalk, meaning that a couple of feet need to be added to the height to account for that step-up into the building. Another couple of feet need to be added for the roof, as well, since it’s always thicker than a typical floor.

The George preliminary height analysis

Preliminary height & bulk requirements analysis for The George’s site

 

While thinking about the height you want for your building, be sure to check where your jurisdiction measures the top of the building to, as some will measure to the parapet while others measure to the roof surface. You’ll need to check if elevator penthouses can be excluded, and how they address sloped sites, among other things. These nuances can really make or break the yield on a site, so it’s worth spending a little extra time thinking about the limitations of a height limit and checking all the edge cases to ensure that you can get what you want on your site.

George height limit compliance diagram

Height limit compliance diagram for The George

 

It’s also important not to forget that building code limits low-rise construction to 75 feet from the lowest level of fire department access to the highest occupied floor. Anything above that falls into the more expensive high-rise territory. These heights can also influence the types of material used during construction – wood can be utilized for buildings under 75 feet, while anything above that height needs to use concrete or steel.

 

View analyses for The George

 

View analyses at various heights for The George

 

3. Fire Access

 

Building code states that firetrucks must be able to get close to a building, meaning that any solid masterplan needs to account for a fire access road along one or two sides of the structure. One of the real luxuries of laying out both the lots and the adjacent roads for a project is that you can make sure that fire access works from the very beginning. There’s nothing that wipes out a site’s capacity faster than needing to run a 26-foot-wide aerial apparatus access road through it – if fire roads aren’t accounted for, it will impact the size and shape of your building.

 

Firelane

A yield study for a different project that didn’t end up penciling out due to the fire access lane that ended up being necessary

 

The best way to avoid this is to coordinate with local fire authorities to ensure that they have adequate access to each site. This usually means providing a 26-foot clear road along one complete side of the building, located between 15 and 30 feet from the face of the structure. With that provided, it’s a good idea to make sure that there is a point on the lot perimeter that’s within a 150-foot path from a minimum 20-foot wide apparatus access road. Easy fire access will really open up a site and increate the ability to optimize building shape for yield and efficiency, rather than fire compliance.

 

4. Building Backs / Utilities

 

These days, utilities in California are becoming more and more demanding about getting dedicated spaces on the perimeter of buildings, while planning departments are becoming less and less permissive about allowing those dead spaces to eat up active pedestrian frontages. Creating a hierarchy of streets in your masterplan that includes de-emphasized service roads or alleys is the best way to give each regulatory agency what they want while also providing an easy place to locate all the unattractive but necessary functions like loading docks, transformers, and other utility rooms where they won’t spoil the primary frontages you’re using to create pedestrian environments that appeal to both residential and retail tenants. Placing utility infrastructure like gas alcoves, water entry points, and other industrial rooms in locations that are not prominent in the design of a space is one solution that allows for the inclusion of these necessary considerations while allowing them to be de-emphasized. Though we do our best to incorporate these significant spaces into the overall designs of buildings, it is easier and much more cost effective to ‘hide’ them when there is a backside to the building that will not be visible to the public. 

 

The fire alcove at The George

 

The gas meter alcove at The George

 

Conclusion

 

Though translating necessary design considerations resulting from code into something that is both practical and beautiful can be extremely challenging if you don’t get a head start with coordinating all the aspects of a project, by adhering to these tips for designing winning masterplans and considering architectural components of a building earlier in a project’s lifecycle, the overall process of working on complex masterplan projects can be streamlines and made more efficient.

 

*EIRs, or Environmental Impact Reports, are multi-year studies done for any big project to comply with California’s Environmental Quality Act.

 

**TCOs in this context are Temporary Certificates of Occupancy. They’re the first permits that allow tenants to occupy units and building owners to collect rent. It marks the transition from a building being a “construction site” to becoming a site that anyone can go inside and use. Acquiring this certificate early translates to being able to open your project up to the public and collect revenue, sooner.