HomeMy WebLinkAbout03-11-19 City Commission Packet Materials - A3. Res 5025, Adopting a Revised Schedule of Community Development Review FeesCommission Memorandum
REPORT TO: Mayor and City Commission
FROM: Martin Matsen, Director of Community Development
SUBJECT: Commission Resolution 5025 – Adoption of a revised schedule of
Community Development fees
MEETING DATE: March 11, 2019
AGENDA ITEM TYPE: Action
RECOMMENDATION: Adopt Resolution 5025 amending the fee schedule for the review of
zoning, subdivision, annexation, growth policy proposals and other planning related review
processes. Commission to determine the effective date of Resolution 5025.
RECOMMENDED MOTION: I move to adopt Resolution 5025 amending the fee schedule for
the review of impact fee deferral, zoning, subdivision, annexation, growth policy proposals and
other planning related review processes with an effective date of [insert date], 2019.
STRATEGIC PLAN:
4.2 High Quality Urban Approach
Continue to support high-quality planning, ranging from building design to neighborhood
layouts, while pursuing urban approaches to issues such as multimodal transportation, infill,
density, connected trails and parks, and walkable neighborhoods.
7.5. Funding and Delivery of City Services
Use equitable and sustainable sources of funding for appropriate City services, and deliver them
in a lean and efficient manner.
BACKGROUND:
Initial Consideration of the Current Fee Schedule Structure: The City Commission adopted
the current fee structure on April 13, 2015. Prior to adoption, the Commission considered the
methodology and data supporting the new fee approach at several meetings. Links to packet
materials and minutes of the meetings follow. The packet materials include cover memo, draft
fee schedule, and discussion of the changes, principles used to form the new fee, and
recommendations.
February 2, 2015 City Commission meeting, Item F.4, begins at 9:38 pm. Presentation by
consultant and Director and questions from Commission.
Packet materials http://weblink.bozeman.net/WebLink8/0/doc/78685/Electronic.aspx
Minutes http://weblink.bozeman.net/WebLink8/0/doc/80103/Electronic.aspx
126
Video http://www.avcaptureall.com/Sessions.aspx#session.36d9aa36-d9fc-4018-8cf9-
f1fdceba81ef (requires Internet Explorer for viewing)
March 2, 2015 City Commission meeting, Item F.1, begins at 5:15 pm. Continued questions by
Commission and direction to staff to return with revised fee schedule.
Packet materials http://weblink.bozeman.net/WebLink8/0/doc/79010/Electronic.aspx
Minutes http://weblink.bozeman.net/WebLink8/0/doc/81228/Electronic.aspx
Video http://media.avcaptureall.com/session.html?sessionid=1386db7d-1fc9-4d73-bff2-
13bc6f9aa814
April 6, 2015 City Commission meeting, Item G.3, postponed to the April 13, 2015 agenda.
Packet materials http://weblink.bozeman.net/WebLink8/0/doc/81263/Electronic.aspx
Minutes http://weblink.bozeman.net/WebLink8/0/doc/83055/Electronic.aspx
Video http://media.avcaptureall.com/session.html?sessionid=38ec8b05-a8ef-4392-b275-
5d59ae979828
April 13, 2015 City Commission meeting, Item H.2, begins at 7:43 pm. Adoption of fee schedule
by Resolution 4587.
Packet materials http://weblink.bozeman.net/WebLink8/0/doc/81330/Electronic.aspx
Minutes http://weblink.bozeman.net/WebLink8/0/doc/83056/Electronic.aspx
Video http://media.avcaptureall.com/session.html?sessionid=b767da32-4528-4830-a88f-
0524d8c51e95
Fee Principles: The City Commission adopted the Bozeman Community Plan in 2009. The
City’s fee approach and schedule is consistent with implementation policies in Chapter 16 of the
Bozeman Community Plan including policy 2 and policy 80. A full citation is provided in the
attached background data.
In the preparation of the 2015 fee schedule the Commission endorsed and adopted a fee based
upon project review cost recovery as well as other allowed costs. This approach was consistent
with City budget revenue principles, especially #5. A full citation is provided in the attached
background information. The same principles continue to be used and are now located in
Appendix B of the current budget. Both documents are available
at https://www.bozeman.net/government/finance/budget-and-financial-reports.
Allowed costs include immediate expenditures such as charges for newspaper advertising. These
costs vary by type of application. Direct cost of staff hourly salary include the costs of benefits as
well as direct wages. An average hourly cost for the entire department established rather than
tracking by individual reviewer. Indirect costs are also included. Indirect costs are the expenses
of operation that are not readily identified with a particular application. Examples include
software for project tracking, office space, and centralized services of the City. The City uses
indirect costs in other fee schedules besides that for development review, see 38.08.060.B.2 for
an example. The full text of 38.08.060 is provided in the attached background data.
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The fee schedule included for the first time a fixed 5% percentage for technology. The City is
increasingly using technology services to increase review efficiency and reduce costs. As an
example, the number of copies of application materials for an application to be reviewed by the
Commission has decreased from 25-30 full printed sets to two printed sets and two sets on USB
drives. Staff now uses computer networks to share the application information rather than every
reviewer having a printed copy. This 84% reduction change in printed application materials
substantially lowers application production costs. Technology such as the information
management systems available at https://www.bozeman.net/government/gis-mapping enables a
more rapid and accurate review as well as making preparation of applications easier.
As discussed further below, the Commission chose to continue the use of the long range planning
fee authorized by 76-1-410, MCA. The City Commission also directed an annual inflationary
adjustment to the application fees based on the United States Department of Labor information
each year.
Application fees do not cover the cost of all of the Development Review Division and Policy and
Planning Division operations. Programs such as historic preservation are primarily funded by the
general fund. Collaboration with other internal and external agencies is supported by the general
fund and dedicated planning mil levy. There are also many development related activities which
are supported by the general fund such as general inquiries by the public, review of concept
plans, and the development and maintenance of the City’s regulations. The Commission also
decided to charge less than full identified cost for some application types such as annexation and
certificates of appropriateness. The Commission chose to not assess costs in the application
review fees for reviews by any department other than Community Development.
Status: A fee schedule is required by 38.200.140, BMC. Adoption of the schedule is by
resolution. The goal of the fee schedule is cost recovery as part of a continuing commitment to
the citizens of Bozeman to manage public funds responsibly, to simplify the planning process for
all customers, and to continue to offer a level of service that meets community expectations. In
2015, the City completed a time, effort, and expense analysis to determine the costs incurred by
the City to review applications. The current fee schedule is based on this analysis. The City
applies an annual inflation adjustment. The overall fee schedule appears to have worked well
overall since then.
However, since 2015 the City has created new application types that have been inserted into the
fee schedule, with fees assigned based on estimated effort compared with existing application
types. In addition, some review processes have been substantially revised since 2015. The City
created additional public outreach processes such as the Community Development web viewer
that require additional staff time to operate.
When the present fee structure was approved in 2015, Staff advised the Commission that a
periodic review of the fees is appropriate. Accordingly, the FY 2020 budget request for the
Department includes money for an overall analysis with identification of costs and assignment to
specific types of reviews. The data (direct and indirect costs and active staff review time) upon
which the fee schedule was based will be reanalyzed. Data analysis will allow the Department to
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seek data-based answers to whether an increase or decrease in fees beyond the inflationary
adjustment is appropriate. This periodic update will help ensure that fees are reasonable for the
work performed.
An immediate change is proposed prior to the study to address an issue that has arisen. Details
are provided below. A summary of application types is provided below. Types of projects not
affected by the fee changes suggested below have been left out.
Summary of Selected Development Applications from Jan 1, 2014 to February 28, 2019
Project Type Residential
Applications
Non-Residential/Mixed
Use Applications
Conditional Use Permit 46 58
Master Site Plan 2 5
Planned Unit Dev. – Preliminary 10 6
Site Plan 85 143
Special Use Permit 1 11
Preliminary Plat 47 18
Total 191 241
Five residential projects and two non-residential projects would have had their application
fee affected by the proposed fee caps based on size of project. The non-residential projects
are the new high school and a recently submitted PUD.
In preparation for the update, Staff recently contacted the five other large cities in the state and
asked questions regarding their approach to review fees. No city identified a deliberate set of fee
setting principles that they consistently used. A summary of findings follows:
Question Answer Summary
Do they collect the long range planning
fee authorized by 76-1-410, MCA?
No cities besides Bozeman are collecting this fee. One
expressed a desire to do so. Several were unaware of this
option in the law.
How do they define
commercial/industrial unit referenced
in 76-1-410?
Not applicable since they are not using the long range fee
options.
Do they collect the LR fee on more than
one type of application?
Not applicable since they are not using the long range fee
options.
Do they use scaled fees in their fee
schedule, e.g. fees get larger for bigger
projects?
Most communities used a base fee plus a per lot fee for
subdivisions. Several had a fee that changed in groupings of
lots that decreased per lot as the total number of lots
increased. Only Kalispell used scaled fees for zoning
applications.
Do they have an upper limit cap on the
amount of a fee charged?
No communities have a maximum fee if they have a scale
fee. Most zoning applications have a fixed fee regardless of
size of the project.
How often do they reevaluate their
application fees?
Two have a scheduled review for either inflation
adjustment or overall update. Three have no fixed
schedule.
Do they attempt full cost recovery for
planning time on each application?
Four other cities do not have a deliberate cost recovery
considering cost recovery. Most made an effort to estimate
time spent on reviewing projects as a basis for their fee.
Several estimated that fees covered 50% or less of actual
cost of project review.
The long range planning (LRP) fee authorized in 76-1-410, MCA is in addition to other
applicable fees for application review. A copy of the statute is attached. The LRP fee is for the
purposes of 76-1-102, MCA.
“76-1-102. Purpose. (1) It is the object of this chapter to encourage local units of
government to improve the present health, safety, convenience, and welfare of their citizens
and to plan for the future development of their communities to the end that highway systems
be carefully planned; that new community centers grow only with adequate highway, utility,
health, educational, and recreational facilities; that the needs of agriculture, industry, and
business be recognized in future growth; that residential areas provide healthy surroundings
for family life; and that the growth of the community be commensurate with and promotive of
the efficient and economical use of public funds.”
The LRP fee has been included as a part of the application fee for subdivision and some zoning
reviews since 2008. A review of a judgmentally selected sample of 12 projects spanning the
range of sizes and types shows the LRP fee represents about 28% of total application fees. The
LRP fee collected to date is approximately $327,900. The City has committed approximately
$253,000 of the collected LRP fees to fund the on-going update to the growth policy, contribute
to the update of the Downtown neighborhood plan, contribute to joint planning projects through
the Planning Coordinating Committee with Gallatin County and Belgrade, and support data
collection for planning purposes. Future qualifying projects may include, but are not limited to,
aerial photography for the proposed expansion of the planning area, studies in cooperation with
the Engineering Division to identify infill restrictions in municipal utilities, improved land use
tracking used for growth projections, and other growth policy preparation and implementation
work.
Bozeman’s development review fees are higher than other cities. This reflects three things:
1) Intent to recover costs, including indirect costs, for review of individual development
applications.
2) Choice to charge the long range planning fee authorized by 76-1-410, MCA.
3) Adoption of development standards and procedures to address community priorities that
requires detailed applications and review of individual projects.
Fee Structure: Development follows many different review paths. Some projects require
subdivision but no further individual zoning applications. Some projects have no subdivision but
may include both a Planned Unit Development and site plans. Some projects only use site plans.
Some sites are subdivided but then sit vacant for many years. Each development type can span a
wide range of complexity and size. Due to the wide variation, fees charged are based on averages
of review for the entire class of a development type. As an example, a residential site plan review
process applies to both a five home apartment building or a 216 home, 20 building apartment
complex. The City has a base fee paired with a unit cost fee so that larger and more complex
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projects pay a larger fee more representative of the effort in review. The scaled fee includes both
review time and the LRP fee.
Some fees, such as the subdivision preliminary plat, simply have a cost per lot in their scaled fee.
Others, like site plans, have a tiered fee so that as projects become larger the fee per unit
decreases. For example, site plans for non-residential development stop charging the LRP fee
once the building area has exceeded 30,000 square feet.
Current Issue: All systems which rely on averages are susceptible to unexpected outcomes from
occurrences outside of the anticipated range of values. Recently an application was submitted
that proposed over six times the non-residential area of any other private application in the past
several years. For context, the proposed total building area is over twice the size of the Gallatin
Valley Mall. The project locates this building area on 20+ proposed lots over an unknown
period.
Based on the current fee schedule, the extraordinary size of the project results in a very large
application fee. The project includes both a subdivision and a planned unit development (PUD).
Unlike site plans, the current PUD fee structure does not have a decreasing scaled fee.
Summary of proposed changes included in Resolution 5025 Exhibit A: Staff has looked at
the present application fee schedule and the unusually large fee being generated by the unusually
large application, and suggests several revisions to the fee table. A summary of the material
changes follows.
A. Consolidate the LRP fees so they are not charged at multiple application stages of the same
project. This means that a lot that does not require a follow up site plan will pay the LRP fee
with preliminary plat. A lot that will require a follow up site plan will pay the LRP fee at the
time of the site plan. This approach will apply for both subdivision and PUD developments.
The consolidation makes it easier to track what project sites have already paid the LRP fee.
This means that the application fee increases for preliminary applications and lessens for
final approval steps. However, the total fees for projects which include multiple development
applications should decrease.
B. Apply the same scaled fee approach used for site plans to PUDs. A fee including both LRP
and review time would be charged for projects of 30,000 square feet or less. The LRP fee
drops off after the 30,000 square feet threshold.
C. Adjust fees depending on whether a PUD will require a follow up site plan. PUDs can take
many forms. Sometimes they are setting a general framework with a requirement that a
separate site plan be approved subsequently before any construction of buildings. Sometimes
they include all the review and entitlements normally seen with a site plan. The scaled fees
have been revised to address either alternative.
Example of the current and suggested fee structure to sample previously approved projects
Residential Site Plan – Icon Apartments Phase 1 (216 apartments)
Current 2019 fee schedule: Base fee $2,278 + (Scaled fee $118 ea x 216) = $27,766
Proposed fee schedule: Base fee $2,278 + (scaled fee $118 ea. x 150 [capped]) = $19,978
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Non-Residential Site Plan – Bozeman Health expansion 2018 (104,496 sq. ft. 3 stories, not
capped)
Current 2019 fee schedule: Base fee $2,278 + ((Scaled fee $542 ea. x 30) + ($255 ea. x
74.496)) = $37,534.48
Proposed fee schedule: Base fee $2,278 + ((Scaled fee $530 ea. x 30) + ($250 ea. x
74.496)) = $36,802
Non-Residential Site Plan – New High School (306,412 sq. ft. & < 4 stories, capped)
Current 2019 fee schedule: Base fee $2,278 + ((Scaled fee $542 ea. x 30) + ($255 ea. x
276.412)) = $89,023.06
Proposed fee schedule without cap: Base fee $2,278 + ((Scaled fee $530 ea. x 30) + ($250
ea. x 276.412)) = $87,641
Proposed fee schedule with cap: Base fee $2,278 + ((Scaled fee $530 ea. x 30) + ($250 ea.
x 120 [capped])) = $48,538
UNRESOLVED ISSUES:
A. The proposed revisions will substantially lower the fee due from the extraordinarily large
project recently submitted. However, it will still have a large fee. The Commission
considered but did not adopt an upper limit for fees in 2015. That decision may be
reevaluated at this time to consider creating an upper limit for a fee.
Considering the diversity and range of typical application types and sizes, if the Commission
wishes to establish a fee cap Staff suggests capping fees based on size rather than a fixed
cost. This allows the cap to better integrate with the review fee principles and helps it stay
current as other changes occur. Staff also suggests caps only apply to site plans and PUDs.
These two application types have the greatest possible range in intensity. This approach
could be reconsidered after the fee study proposed for FY 2020 is completed.
If caps are adopted, Staff suggests capping residential at 150 dwelling units and non-
residential at 150,000 sq. ft. This would restrain excessive fees for uniquely large projects but
still apply standard fees for the great majority of projects. The proposed caps would have
changed the fees for 2.8% of all site plans (6) and PUDs (1) submitted from 1/1/2014-
2/28/2019.
For context on the relative size of projects the caps could affect, the Larkspur Commons
development on the south side of Oak Street between 12th
and 14th
Avenues has 136 homes
and the Sundance Apartments on Vaquero Parkway and Galloway Street has 195 homes. The
Kenyon Noble site on the north side of Oak Street between 11th
and 14th
Avenues has two
75,000 square foot buildings and would not be capped. The 5 West building on Mendenhall
is a bit under 117,000 sq. ft. and would not be capped. The new high school will be
approximately 306,000 square feet when completed and would have been capped.
B. If the Commission chooses to adopt the resolution the Commission needs to determine an
effective date. It takes some time for staff to update forms and otherwise implement changes.
Staff suggests an effective date not sooner than one week after Commission action.
ALTERNATIVES:
1) Direct staff to amend the draft fee schedule further;
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2) Accept the fee schedule as proposed; or
3) As determined by the Commission.
FISCAL EFFECTS: Revenue results will vary based on application volume. A lesser amount
will be collected to support long range plan development and implementation. The cap will
reduce some revenue from larger projects.
Attachments:
Commission Resolution 5025
Draft Fee Schedule as Proposed for Adoption (Commission Resolution 5025 Exhibit A)
76-1-410, MCA
Fee schedules from other cities in Montana
Statutory Fee Authorizations
Commission Resolution 5025 Exhibit A detail
Exhibit A – Commission Resolution 4996 (fee schedule in effect today for comparison)
Background data
Report compiled on March 4, 2019
133
Page 1 of 3
RESOLUTION NO. 5025
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, AMENDING THE FEE SCHEDULE FOR THE REVIEW OF ZONING,
SUBDIVISION, ANNEXATION, GROWTH POLICY PROPOSALS AND OTHER
COMMUNITY DEVELOPMENT RELATED REVIEW PROCESSES, AS ALLOWED BY
SECTIONS 7-1-101, 76-1-410, 76-3-201(4) AND 76-3-602, MONTANA CODE
ANNOTATED (MCA) AND SECTION 38.200.140, BOZEMAN UNIFIED
DEVELOPMENT CODE.
WHEREAS, the City of Bozeman collects fees to cover the administrative costs of
processing and reviewing zoning, subdivision, annexation, growth policy proposals and other
planning related review processes; and
WHEREAS, said fee schedule must be updated from time to time to reflect changes in
City procedures, increases in costs to the City and legislative changes at the State level; and
WHEREAS, Section 76-3-201(5), MCA authorizes local governments to collect fees, not
to exceed $200, to examine subdivision exemptions and Section 76-3-602, MCA authorizes local
governments to establish reasonable fees, to be paid by the subdivider, to defray the expense of
reviewing subdivision exemptions; and
WHEREAS, the City of Bozeman has adopted standards for short term rentals that require
expenditures for review processing for which revenues must be collected to offset; and
WHEREAS, the City of Bozeman has adopted standards for building permits that require
expenditures for review processing for zoning compliance for which revenues must be collected
134
Resolution 5025, Revising the Community Development Review Fee Schedule
Page 2 of 3
to offset; and
WHEREAS, the City of Bozeman is authorized to collect fees for the review of
annexation, zoning, growth policy proposals and long range planning, based on the provisions of
Section 7-1-101, MCA, because state statute does not prohibit the collection of fees for annexation,
zoning and growth policy proposal review; and
WHEREAS, the City of Bozeman is authorized to collect fees for the purposes of 76-1-
102, MCA which is accomplished by development and implementation of the growth policy which
fees are in addition to any other authorized review fees, based on the provisions of Section 76-1-
410, MCA and the City has committed through Resolution 4112 to the growth policy contents as
required; and
WHEREAS, Section 38.200.140 of the Bozeman Unified Development Code states that:
“The city commission must establish a schedule of fees, charges and expenses and a collection
procedure for reviews, permits, appeals and other matters pertaining to his chapter. The schedule
of fees for the procedures listed below will be set from time to time by the city commission by
resolution. The fees must be available in the office of the community development director and
may be altered or amended only by the city commission.”;
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana:
Section 1
The fee schedule for the fees, charges and expenses review of impact fee deferrals, zoning,
subdivision, annexation and growth policy proposals, building permit review for zoning
compliance, registration of short term rentals, and all other reviews associated with the review of
applications, agreements and other reviews as specified in the Unified Development Code shall be
as follows and replaces all previously adopted fees:
See Exhibit A
135
Resolution 5025, Revising the Community Development Review Fee Schedule
Page 3 of 3
Section 2
This fee schedule shall be in full force and effect on ____________________, 2019.
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of
Bozeman, Montana, at a regular session thereof held on the 11th
day of March, 2019.
___________________________________
CHRIS MEHL
Deputy Mayor
ATTEST:
___________________________________
ROBIN CROUGH
City Clerk
APPROVED AS TO FORM:
___________________________________
GREG SULLIVAN
City Attorney
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Resolution 5025 Exhibit A
Res. 5025 Exhibit A Fee Schedule for Planning Review Applications 1
Fee Schedule for Planning Review Applications
___________, 2019
Project application fee must include all relevant fees from the fee schedule. Please contact the Planning Division staff if
you need assistance with fee estimation. The Department of Community Development will make the final, binding
calculation of applicable fees for each application. Applicants will be responsible for any additional noticing costs required
under Bozeman municipal code.
Application Type Base Fee Scaled fee
by project size
Pre-Application Consultation - If these charges are incurred, the fees must be paid prior to final project approval.
1 Pre-application Consultation with City Planners $44 per hour after initial 2
hours
Site Development
2 Master Site Plan $1,935
3 Site Plan $2,278
$118 per DU;
Non Residential Space
0-30,000 SF - $530 per 1,000
ft2
Additional ft2- $250 per
1,000 ft2
Buildings with four or more
stories- $102 per 1,000 ft2
after initial 30,000 ft2
Subdivision Development
4 Subdivision Pre-Application (Step 1) $ 477 minor/ $911 major $42 per lot
5 Subdivision Preliminary Plat (Step 2)
$1,935 minor/ $3,079 major;
PLUS noticing fee of $6.50 per
physically contiguous property
owner
$85 per lot subject to sketch
plan/$35 per lot subject to
site plan
6 Subdivision Final Plat (Step 3) $1,713 minor/ $2,858 major $35 per lot
7 Subdivision Exemption $200
8 Condominium Review
(Independent of site development process) $178
Planned Unit Development
9 PUD Concept Plan (Step 1) $1,486
137
Resolution 5025 Exhibit A
Res. 5025 Exhibit A Fee Schedule for Planning Review Applications 2
Application Type Base Fee Scaled fee
by project size
10 PUD Preliminary Plan (Step 2) $1,708
If follow up site plan
required: $45 per DU; $140
per 1,000 ft2 of non-
residential space.
If no follow up site plan
required: $95 per DU; 0-
30,000 SF - $530 per 1,000
ft2 non-residential space.
Additional ft2- $250 per
1,000 ft2 >30,000 sq. ft.
Buildings with four or more
stories- $102 per 1,000 ft2
after initial 30,000 ft2
11
PUD Final Plan (Step 3)
$1,486 $45 per DU; $140 per 1,000
ft2 of non-residential space
Annexation
12 Annexation
(Including Initial Zone Map Amendment) $1,670
Appeals
13 Appeal of Administrative Interpretation $776
14 Appeal of Administrative Project Decision $1,589
Zoning Reviews & Design Reviews
15 Commercial Reuse $135
16 Commercial/Non-Residential COA
(Independent of a Site Plan or Reuse application) $364
17 Historic Neighborhood (NCOD) Design Review / Residential
COA $128
18 Informal Review $293 per Board
19 Zoning Deviation $234 each
20 Zoning Variance or Subdivision Variance – independent $1,919
37 Zoning Departure, Variance, or PUD Relaxation in
association with another application $234 each
38 Special Use Permit (SUP) $1,230
21 Conditional Use Permit (CUP) $1,594
22 Special Temporary Use Permit $178 per week
23 Comprehensive Sign Plan Review $239
24 Zoning Verification $103
25 Regulated Activities in Wetlands no fee
Regulatory Changes
26 Zoning Map Amendment
(non-Annexation) $1,935 $58 per acre
27 UDC Text Amendment $1,757
138
Resolution 5025 Exhibit A
Res. 5025 Exhibit A Fee Schedule for Planning Review Applications 3
Application Type Base Fee Scaled fee
by project size
28 Growth Policy Amendment $3,079 $32 per acre If Growth
Policy Map is amended
Penalty / Special Consideration Fees - If these charges are incurred, the fees must be paid prior to final project approval.
29 After the Fact Permit $318 in addition to all other
applicable fees
30 3rd and Subsequent Submission of Revised Materials 1/4 of total original application
fee
31 Modification / Amendment to Approved Plan $286
32 3rd or Subsequent Occupancy Site Inspection $127
33 Extension to Approved Plan
$359 if City Commission
approval is needed; $109 all
others
34 Initial Improvements Agreement (IA)
$509 OR
1 percent of face value,
whichever is greater
35 Reduction in Security
(other than final) $254
36 Impact Fee Deferral $65
Abbreviations: UDC = Unified Development Code; DU = Dwelling Unit; COA = Certificate of Appropriateness; NCOD = Neighborhood
Conservation Overlay District;
Planning Review Fees for Building & Sign Permits
These fees will be assessed and collected by the Building Dept. as part of the permitting process. No planning
application is needed.
Permit Type Planning Review Fee
Sign Permit Review $140 if in Overlay District;
$28 all others
Residential Building Permit
Review $55
Commercial/Industrial
Building Permit Review $116
Registration and Inspection Fees for Short Term Rentals
These fees will be assessed and collected by the Department of Community Development as part of the
registration process. Registration is required annually. A zoning review may be required in addition.
Action Fee
Short Term Rental
Registration $250
Fire Inspection $225
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MCA Contents / TITLE 76 / CHAPTER 1 / Part 4 / 76-1-410 Planning fees…
Montana Code Annotated 2017
TITLE 76. LAND RESOURCES AND USE
CHAPTER 1. PLANNING BOARDS
Part 4. Financial Administration
Planning Fees -- Limit
76-1-410. Planning fees -- limit. (1) Governing bodies that have committed in a resolution to
adopting or that have adopted a growth policy that includes the provisions of 76-1-601(4)(c) may
assess planning fees to pay for services that fulfill the purposes of Title 76, chapter 1. The planning
fees are in addition to any other fees authorized by law and may be collected as part of either
subdivision applications or zoning permits.
(2) Planning fees may not exceed $50 for each residential lot or unit or $250 for each
commercial, industrial, or other type of lot or unit.
History: En. Sec. 3, Ch. 455, L. 2007.
Created by
76-1-410. Planning fees -- limit, MCA Page 1 of 1
https://leg.mt.gov/bills/mca/title_0760/chapter_0010/part_0040/section_0100/0760-0010-00... 2/9/2019
140
Total Fee -
Planning and
Engineering*
(City Only) $629
6 to 40 lots $3,986
41 to 200 lots $6,469
Over 200 lots $6,469
$2,417
$2,417
$464
Commercial $571
6 to 40 lots $1,823
41 to 200 lots $2,910
Over 200 lots $2,910
$1,639
$1,639
$1,550
$200
$297
$297
$297
$1,484
$4,453
$4,453
$594
TAS/TIS Review $680
TAS/TIS Update Review $425
**Fee Set by State Law
41 to 200 lots
*Engineering charges for certain subdivision reviews in the City. Its
Over 200 lots
Minor subdivisions
Minor Adjustments
Major Adjustments Major subdivisions affecting:
6 to 40 lots
Corrections or Vacations of Recorded Final subdivision plats or
Corrections or Adjustments to Plats, Conditions, and supporting
**Exempt Plat (Fee at Check Print)
Expedited Plat (Fee at Check Print)
Subdivision Variances Residential
(Processed with Subdivision Applications)
SUBDIVISION APPLICATION REVIEW FEES
Effective July 1, 2018
Pre-Application Meetings
FY2019City Planning Application Fees
Preliminary Major Plat
Preliminary Minor Plat
Preliminary Subsequent Minor Plat
Final Subsequent Minor Plat
Final Major Plat
(Fee at Check Print)
Final Minor Plat(Fee at Check Print)
141
Fees Effective
July 1, 2018
$1,188
$1,188
$50
$743
$966
$1,337
$483
$165
$966
$1,337
$483
$594
$1,112
$1,782
$50
$890
Initial review $224
Annual review $149
Bond $1,500
$14
Written $70
On-site visit $141
$70
$22
$1,301
$3.00/sq. ft.
($2.00/sq.ft. submitted with
application
$1.00/sq.ft. collected at time
of permit issuance)
$25
$28
$743
$743
$743
$680
TAS/TIS Update Review $425
Commercial
Temporary Sign Permits
PLANNING APPLICATION AND PERMIT REVIEW FEES
FY2019 City Planning Application Fees
Deposit for annexation application posting signs (to be refunded after sign is returned)
TAS/TIS Review
Commercial
Residential
Commercial
<5 acres
>5 acres
Residential
Zoning Clarification (includes condo document review)
Medical Corridor Review (City Only)
Annexations
Deannexation
Residential/Commercial
Residential/Commercial
Limits of Annexation Map Amendment Urban Planning Study
Residential
For all Variance applications resubmitted within 1 year of a withdrawal request made
EXHIBIT “A”
LAND DEVELOPMENT FEE SCHEDULE
City of Great Falls, Montana
EFFECTIVE: April 1, 2014
Annexation $500
Preliminary Plat Major $1,500 plus $50 per lot
Revised Preliminary Plat $1,000
Preliminary Minor Plat $1,250
Final Plat Major $1,500 plus $25 per lot
Final Plat Minor $1,250
Administrative Amended Plat $200
Amended Plat (non-administrative) $1,000
Zoning Map Amendment $2,000
Conditional Use Permit $1,500
Variances $1,250
Planned Unit Development $2,000
Vacate Rights of Way $1,250
Floodplain Permit $200
Floodplain Determination $200
Zoning Permit $100
Zoning Determination $200
Handicap Sign Placement $75
143
Page 1 of 2
KALISPELL PLANNING DEPARTMENT
FEE SCHEDULE
EFFECTIVE NOVMEBER 2, 2015
PRELIMINARY PLAT REVIEW
Major Subdivision (6 or more lots)
Major Subdivision Resubmittal
For each original lot unchanged add
For each lot redesigned/added add
$1,000 + $125/lot
$1,000
$10/lot
$125/lot
Minor Subdivision (5 or fewer lots)
$400 + $125/lot
Mobile Home Parks & Campgrounds
(6 or more spaces)
(5 or fewer spaces)
$1,000 + $250/space
$400 + $125/space
Amended Preliminary Plat
Amendment to conditions only
re-configured proposed lots
Add additional lots or sublots
$400 base fee
Base fee plus $40/lot
Base fee plus $125/lot or
sublot
Subdivision Variance $100/variance
Commercial Subdivisions $1,000 + $125/Lot
REVISED PRELIMINARY PLAT
Mobile Home Parks and Campgrounds, (minor sub.) $300 + $125/unit
Mobile Home Parks and Campgrounds (major sub.) $400 + $125/unit
FINAL PLAT REVIEW
Minor subdivision with approved preliminary plat $400 + $125/lot
Major subdivision with approved preliminary plat $800+ $125/lot
Subdivision with waiver of preliminary plat $800+ $125/lot
Subdivision Improvements Agreement $50
GROWTH POLICY
Amendment to Plan $2,200 + $10/acre
ANNEXATION
Annexation (includes initial zoning)
Waiver of Right to Protest Annexation
$250 plus $20/acre
$250 plus $20/acre
ZONING
Zone Change: Base Fee
For first 80 acres of area of the request add
For next 81+acres add
$550
$20/acre
$10/acre
Amendment to Zoning Text
$400
144
Page 2 of 2
PUD/CONCEPT PUD Zoning Review:
Residential (no subdivision)
Commercial (no subdivision)
Residential (with Subdivision)
Commercial (with subdivision)
$1,000 + $125/unit
$1,200 + $100/ac
$1,000 + $100/acre
$1,000 + $100/acre
Zoning Variance:
Residential (Single Family / Duplex)
Multi-Family / Commercial / Industrial
$200
$400
Conditional Use Permit:
Single-family (10 or fewer trips/day)
Minor Residential (2-4 units or 11-49 trips day)
Major residential (5 or more units or 50+ trips/day)
$250
$300 + $25/unit or 10 trips
$350+ $50/unit or every 10
trips
Churches, schools, public and quasi-public uses
Commercial, industrial, medical, golf courses, etc.
$350
$400 + $50/acre or unit or
$.05/sq. ft. of leased space over
5,000 sq. ft. whichever is
greatest
Administrative Conditional Use Permit:
Residential
Commercial/Industrial
$ 75
$150
Zoning Appeals:
$250
Signs
1997 UBC Fee Schedule based
on the value of sign rounded to
the next closet dollar
FLOODPLAIN
Floodplain Development Permit
“After-the-Fact” Permit
Letter of Map Amendment
Letter of Map Revision
Floodplain Appeals and Variances
(goes to the Board of Adjustment)
$250
$500
$50
$50
$400
REQUESTS FOR ZONING & FLOODPLAIN DETERMINATIONS
Verbal & by Email
Letters
$5 minimum
$25/Hr.
Approved by Kalispell City Council 11/2/2015
145
Land Use & Planning Fee Schedule
Effective January 1, 2019
Current Fee
SIGN PERMITS
Sign Permit Review Deposit $ 34.00
Banner Sign Permit (on private property) $ 34.00
Sidewalk Sign Permit $ 39.00
Ground Sign Permit $ 65.00
Wall Sign Permit (includes awnings) $ 68.00
Projecting Signing Permit $ 68.00
Window Sign Permit $ 52.00
Other Sign Permit 0-49 sq ft $ 38.00
Other Sign Permit 50-100 sq ft $ 65.00
ZONING COMPLIANCE PERMITS (ZCP)
ZCP Residential Accessory Use $ 61.00
ZCP Single & Duplex Residential $ 122.00
ZCP Multi-Dwelling, Commercial, and Industrial $ 368.00
Administrative Adjustment-Single & Duplex Residential $ 614.00
Administrative Adjustment-Multi-dwelling, Commercial & Industrial $ 1,105.00
ZCP Temporary Uses $ 39.00
Final Zoning Compliance Certificate $ 197.00
Adjacent Property Owner Notification (cost per letter) $ 7.00
COMPREHENSIVE PLAN COMPLIANCE
Comp Plan Compliance- Single-Family Residential $ 119.00
Comp Plan Compliance-Multi-Family, Commercial & Industrial $ 393.00
Comp Plan Compliance Appeal $ 1,974.00
NONCONFORMING USE DETERMINATIONS
Nonconforming Use $ 348.00
CONDITIONAL USES
Conditional Use Review $ 1,966.00
Adjacent Property Owner Notification (cost per letter) $ 7.00
146
FLOODPLAIN ACTIVITIES
Floodplain Determination for Regulatory Purposes $ 83.00
Floodplain Determination Requiring Site Visit $ 178.00
Letter of Map Change Request (w/o FP Permit) $ 178.00
Floodplain Permit – Small Scale (SDUs, small ponds, typical
agricultural structures) $ 591.00
Floodplain Permit – Large Scale (In-stream structures, bank
stabilization, multi-dwellings, commercial/industrial, bridges,
campgrounds, gravel pits) $ 658.00
Floodplain Application during/after Project Complete Double Fee
Floodplain Permit Extension $ 41.00
Floodplain Permit Variance Application $ 423.00
Floodplain Permit Appeal Application $ 423.00
BOARD OF ADJUSTMENT (BOA)
Variance: Single & Duplex Residential $ 737.00
Variance: Multi-Dwelling, Commercial & Industrial $ 1,473.00
Special Exception $ 1,352.00
Appeal of Administrative Action $ 1,168.00
Public Forums $ 982.00
Adjacent Property Owner Notification (cost per letter) $ 7.00
DESIGN REVIEW BOARD (DRB)
DRB Special Sign Design Review $ 953.00
DRB Building Graphics Review $ 125.00
DRB Design Review: Single and Duplex Residential $ 687.00
DRB Design Review: Multi-Dwelling, Commercial & Industrial $ 1,413.00
DRB Boulevard Variance $ 1,230.00
Adjacent Property Owner Notification (cost per letter) $ 7.00
ZONING / REZONING
Zoning Map Amendment (Rezoning) – up to and equal to 1 acre $ 3,417.00
Zoning Map Amendment (Rezoning) – greater than 1 acre $ 5,268.00
PUD Overlay--Preliminary Development Plan – up to and equal to
1 acre $ 6,148.00
PUD Overlay--Preliminary Development Plan – greater than 1 acre $ 8,561.00
PUD Overlay –Final Development Plan $ 2,421.00
Comp Plan Amend-Commercial $ 8,803.00
Comp Plan Amend-Appeal Re-application
Adjacent Property Owner Notification (cost per letter) $ 7.00
147
SUBDIVISION
Minor Preliminary Plat (1-5 lots) $ 5,911.00
Minor Preliminary Plat - Engineering Review $ 419.00
Minor Final Plat Review $ 860.00
Major Preliminary Plat (6-10 lots) (flat fee + cost per lot) $4,729 + $235/lot
Major Preliminary Plat (11-20 lots) $5,320 + $177/lot
Major Preliminary Plat (21-40 lots) $6,500 + $118/lot
Major Preliminary Plat (>40 lots) $8,866+ $59/lot
Major Preliminary Plat - Engineering Review $ 906.00
Major Final Plat Review $ 1,352.00
Variance from Subdivision Standard $ 658.00
Vacation of Recorded Plat $ 799.00
Phasing Plan Extension $ 283.00
Phasing Plan Creation/Amendment $ 360.00
Exemption Affidavit (State fee - cannot be increased) $ 200.00
HISTORIC PRESERVATION
Historic Demolition / Relocation Permit $ 200.00
148
SCHEDULE OF FEES
Applications for subdivision approval shall not be accepted unless accompanied by
all applicable fees.
FEE SCHEDULE
PRELIMINARY PLAT REVIEW
To cover costs of reviewing plans, advertising, holding public hearings,
and other activities associated with the review of the subdivision proposal,
the subdivider shall pay a non-refundable fee at the time of the application
for preliminary plat approval. The fees, payable to Butte-Silver Bow
County are as follows:
Number of Proposed Lots or Dwellings Fee
1-5 (First minor subdivision) $500.00
6 or more (major subdivisions )
or subsequent minor subdivisions $500.00 plus $50.00
per lot plus all
additional and direct
charges for
advertising, certified
letters and peer
review of technical
information
FINAL PLAT REVIEW AND INSPECTION
To cover the cost of on-site inspection of the subdivision and review of the final
plat and supplementary materials, the subdivider shall pay a non-refundable fee at
the time of application for final approval to Butte-Silver Bow County at the
following rate:
Final plat approval $500.00
FEES FOR VACATING OR AMENDING A PLAT
The property owners petitioning for the vacation or amendment of a filed
subdivision plat shall pay all direct costs incurred by the Governing Body in
vacating or amending the plat.
149
9/4/18
City of Helena
PLANNING DIVISION
Schedule of Fees
ALL FEES ARE NON-REFUNDABLE
Effective January 14, 1997 (Resolution #11093)
Major Subdivision, Preliminary Plat $400 + $15/lot
Amended Preliminary Plat $400
Major Subdivision, Final Plat (per subdivision phase) $375 to the City
$ 75 to L&C County
Minor Subdivision, Preliminary Plat $400
Amended Preliminary Plat $400
Minor Subdivision, Final Plat $100 to the City
$ 75 to L&C County
Zoning Actions:
Annexation $300
Pre-Zone/Zone Change $410
Annexation and Pre-zone (same day) $560*
Conditional Use Permit (CUP) $435
Conditional Use Permit Amendment $435
Conditional Use Permit Extension $310
Appeal of Zoning Determination $100
Amendment to Zoning Ordinance $350
Board of Adjustment Application Fee $125 (Ord. #2582 10/15/90)
Miscellaneous Applications:
Subdivision Exempt Amended Plat/COS $100 to L&C County
Historic Demolition Permit (Building Division) $200
Development Permit Fee (Ordinance #2496, 4-24-89): (OSR District Only)
Property in platted subdivision $ 25
Property reviewed as a Conditional Use $ 25
Property not previously reviewed as a subdivision
or a conditional use $200
*Simultaneous Applications:
100% of higher (or highest) fee, subtract $150 of the lesser fee (or subtract $150 of each additional lesser fee) if
more than one additional application
Planning and Zoning Publications:
Zoning Ordinance $ 35
Growth Policy $ 25
City Subdivision Regulations $ 5
150
Statutory Fee Authorization
Long Range Planning Fee – Dedicated to updating the growth policy or related implementation work.
76-1-410, MCA. Planning fees -- limit. (1) Governing bodies that have committed in a resolution to
adopting or that have adopted a growth policy that includes the provisions of 76-1-601(4)(c) may assess
planning fees to pay for services that fulfill the purposes of Title 76, chapter 1. The planning fees are in
addition to any other fees authorized by law and may be collected as part of either subdivision
applications or zoning permits.
(2) Planning fees may not exceed $50 for each residential lot or unit or $250 for each commercial,
industrial, or other type of lot or unit.
Funding by Mil Levy for Planning Board Operation
76-1-406. Tax levy by municipalities authorized. Subject to 15-10-420, the governing body of any city
or town represented on a planning board may levy a tax upon the taxable value of all taxable property
located within the city or town for planning board purposes, under procedures set forth in Title 7,
chapter 6, part 40.
Authorization for Fees for Review of Subdivisions
76-3-602. Fees. The governing body may establish reasonable fees to be paid by the subdivider to defray
the expense of reviewing subdivision applications.
Authorization for Fees for Review of Subdivision Exemptions
76-3-201.
(4) The governing body may examine a division of land to determine whether or not the requirements
of this chapter apply to the division and may establish reasonable fees, not to exceed $200, for the
examination.
General Fee Authority
7-1-101. Self-government powers. As provided by Article XI, section 6, of the Montana constitution, a
local government unit with self-government powers may exercise any power not prohibited by the
constitution, law, or charter. These powers include but are not limited to the powers granted to general
power governments.
Programmatic Authorization
Annexation – 7-2-42 through 7-2-47 MCA
Zoning – 76-2-301 et. seq. MCA
Subdivision – 76-3-101 et. seq. MCA
151
Resolution 5025 Exhibit A - Detail
Application Type or Subsequent Fee
Type
Published
Base Fee
Newspaper
Noticing
Long-Range
Planning
Fund
Overlay
District
Fund
Tech. Fund
(5%
rounded)
Cost-Recovery
Revenues
Published
Scaled Fee #1
Long-Rang
Planning
Fund
Cost-
Recovery
Revenues
Published Scaled
Fee 2
Long-Rang
Planning
Fund
Cost-
Recovery
Revenues
Published Scaled
Fee 3 for PUD with
no follow up site
plan
Long-Rang
Planning
Fund
Cost-
Recovery
Revenues
Certified Mail
Noticing --
Pass-through,
No Cost
Recovery
Funds
Possible
Additional
Newspaper
Noticing -- 100%
Cost Recovery
Funds
After-the-
Fact
Permit
Penalty --
Resolution 4996 Exhibit A
Fee Schedule for Planning Review Applications 1
Fee Schedule for Planning Review Applications
January 8, 2019
Project application fee must include all relevant fees from the fee schedule. Please contact the Planning Division staff if
you need assistance with fee estimation. The Department of Community Development will make the final, binding
calculation of applicable fees for each application. Applicants will be responsible for any additional noticing costs required
under Bozeman municipal code.
Application Type Base Fee Scaled fee
by project size
Pre-Application Consultation - If these charges are incurred, the fees must be paid prior to final project approval.
1 Pre-application Consultation with City Planners $44 per hour after initial 2
hours
Site Development
2 Master Site Plan $1,935
3 Site Plan $2,278
$118 per DU;
Non Residential Space
0-30,000 SF - $542 per 1,000
ft2
Additional ft2- $255 per
1,000 ft2
Buildings with four or more
stories- $102 per 1,000 ft2
after initial 30,000 ft2
-
Subdivision Development
4 Subdivision Pre-Application (Step 1) $ 477 minor/ $911 major $42 per lot
5 Subdivision Preliminary Plat (Step 2)
$1,935 minor/ $3,079 major;
PLUS noticing fee of $6.50 per
physically contiguous property
owner
$74 per lot
6 Subdivision Final Plat (Step 3) $1,713 minor/ $2,858 major $74 per lot
7 Subdivision Exemption $200
8 Condominium Review
(Independent of site development process) $178
Planned Unit Development
9 PUD Concept Plan (Step 1) $1,486
10 PUD Preliminary Plan (Step 2) $1,708 $94 per DU; $292 per 1,000
ft2 of non-residential space
11 PUD Final Plan (Step 3) $1,486 $92 per DU; $292 per 1,000
ft2 of non-residential space
Annexation
153
Resolution 4996 Exhibit A
Fee Schedule for Planning Review Applications 2
Application Type Base Fee Scaled fee
by project size
12 Annexation
(Including Initial Zone Map Amendment) $1,670
Appeals
13 Appeal of Administrative Interpretation $776
14 Appeal of Administrative Project Decision $1,589
Zoning Reviews & Design Reviews
15 Commercial Reuse $135
16 Commercial/Non-Residential COA
(Independent of a Site Plan or Reuse application) $364
17 Historic Neighborhood (NCOD) Design Review / Residential
COA $128
18 Informal Review $293 per Board
19 Zoning Deviation $234 each
20 Zoning Variance or Subdivision Variance $1,919
37 Zoning Departure $234 each
38 Special Use Permit $1,230
21 Conditional Use Permit (CUP) $1,594
22 Special Temporary Use Permit $178 per week
23 Comprehensive Sign Plan Review $239
24 Zoning Verification $103
25 Regulated Activities in Wetlands no fee
Regulatory Changes
26 Zoning Map Amendment
(non-Annexation) $1,935 $58 per acre
27 UDC Text Amendment $1,757
28 Growth Policy Amendment $3,079 $32 per acre If Growth
Policy Map is amended
Penalty / Special Consideration Fees - If these charges are incurred, the fees must be paid prior to final project approval.
29 After the Fact Permit $318 in addition to all other
applicable fees
30 3rd and Subsequent Submission of Revised Materials 1/4 of total original application
fee
31 Modification / Amendment to Approved Plan $286
32 3rd or Subsequent Occupancy Site Inspection $127
33 Extension to Approved Plan
$359 if City Commission
approval is needed; $109 all
others
34 Initial Improvements Agreement (IA)
$509 OR
1 percent of face value,
whichever is greater
35 Reduction in Security
(other than final) $254
36 Impact Fee Deferral $65
Abbreviations: UDC = Unified Development Code; DU = Dwelling Unit; COA = Certificate of Appropriateness; NCOD = Neighborhood
Conservation Overlay District;
154
Resolution 4996 Exhibit A
Fee Schedule for Planning Review Applications 3
Planning Review Fees for Building & Sign Permits
These fees will be assessed and collected by the Building Dept. as part of the permitting process. No planning
application is needed.
Permit Type Planning Review Fee
Sign Permit Review $140 if in Overlay District;
$28 all others
Residential Building Permit
Review $55
Commercial/Industrial
Building Permit Review $116
Registration and Inspection Fees for Short Term Rentals
These fees will be assessed and collected by the Department of Community Development as part of the
registration process. Registration is required annually. A zoning review may be required in addition.
Action Fee
Short Term Rental
Registration $250
Fire Inspection $225
155
Background Information
Bozeman Community Plan, 2009, Implementation policies, Chapter 16
“2) Ensure that municipal ordinances provide for adequate mitigation of identified
development impacts.
a. Review and evaluate for effectiveness, and as necessary modify, each City program or
policy at least every five years.”
“80) The City shall balance the needs of existing and future development so that the cost of
public facilities and services is assigned on a fair, proportionate, and equitable basis to the
user that requires them.
a. As provided for in state law, seek to establish joint funding mechanisms so that non-City
residents participate in the construction and support of City services and facilities that they
use.”
Budget Principles – 2015 Budget, page 33
5. User fees and charges will be used, as opposed to general taxes, when distinct beneficiary
populations or interest groups can be identified.
User fees and charges are preferable to general taxes because user charges can provide clear
demand signals which assist in determining what services to offer, their quantity, and their
quality. User charges are also more equitable, since only those who use the service must pay-
-thereby eliminating the subsidy provided by nonusers to users, which is inherent in general
tax financing.
Indirect Cost other than planning fees example
Sec. 34.08.060. - Parades and public assemblies open to public/private for-profit activities.
A. Public assembly and parade events must be free and open to the general public. An
organizer, permittee, or participant in an event authorized under this article shall not restrict the
general public from access to sidewalks, businesses and residences.
B. Parades or public assembly permits that seek to utilize public facilities where the primary
purpose of the event is to advertise or promote any products, goods, or services, or an event that
is primarily for private profit-making purposes may be approved only if:
1. The public facility requested is not otherwise required for use for public purposes.
2. All costs to the city, direct and indirect, are reimbursed in full by the sponsor of the event.
156
3. The application satisfies all requirements of this article.
C. The only signs permissible on city property during a parade or public assembly conducted
primarily for private for-profit purposes are signs which identify organizations or sponsors
furnishing or sponsoring exhibits or structures used in a parade or assembly.
D. Participant fees may be charged, if so noted on the application and approved by the city
manager.
(Ord. No. 1798, § 7(12.32.060), 4-25-2011)
Alternatives Considered At This Time
1) revise and update entire fee schedule to account for revised processes and standards from Jan
2018 code update. This will require the new time and effort study requested for FY 2020. Also
need some data to determine amount of change due to code shifts.
2) Remove costs from particular applications – possible outcomes are: a) create funding shortfall,
b) add complexity to fee structure by including certain costs unevenly
Challenge: diversity of combinations of possible review processes and timing. Example 1
– Stoneridge PUD was reviewed in 1999. The growth policy has been updated twice
since then and the development has not yet reached full build out. As it was an all
commercial development each lot has been subject to a site plan or conditional use
permit. Example 2 – Lakes at Valley West PUD was reviewed in 2015 and proposed all
single lot residential so there were no follow up stand alone site plans or conditional use
permits. Build out is nearly complete already. The City has no control over build out rates
or the intensity with which any individual lot is developed.
3) Revise scaled fees into bands so that additional costs per increment are reduced as the project
size increases.
4) Establish a maximum project review fee cap.
5) Increase base costs and lower scaled fee unit values.
6) Lower long range planning fees per unit by rebalancing or increasing size of increment e.g.
10k sq. ft.
157
Fee Comparison projects – recent and larger, mixed types, judgmentally selected sample of
12
Project
# Address Houses/lots
Non-
residential
sq. ft.
Application
Fee total
Planning
Fee
component
17-72 540 Enterprise Blvd
(South Rows SP) 59 0 $11,396.25 $2,950
17-265 110 E Olive St (Black
Olive) 47
1,921 sq.
ft. $8,130.26 $2,830.25
17-188 714 E Mendenhall St
(BG Mill) 10 21,537 $14,886 $5,884.25
17-188 BG Mill repeat materials
extra fee $7,215.14 $2,852.05
16-320 Lakes@ Valley West
MaSub PP 50 0 $6,970 $1,800
16-319 Lakes@ Valley West
PrelimPUD 50 $6,543 $2,300
17-522 Gran Cielo MaSub PP 123 $14,247.50 $4,551
18-225
Advanced Research Lab
(2730 W Garfield St)
20,000 $13,097.77 $5,000
18-188 D&R Warehouse (760
Osterman Drive) 10,800 $8,075.60 $2,700
18-329
Bozeman Health 2018
additions (915 Highland
Blvd)
104,496 $37,478.48 $7,500
18-135 Icon Apartments 216 $43,219 $10,800
17-546 Hover Way PUD 24
$3,872 $1,080
17-117 Hoover Way Preliminary
Plat 24 $5,012 $840
$180,143 $51,087.55
76-1-410 Planning Fee represents average of 28% of total fee
158
Other MT Cities Fee Structure Research Questions: Feb 14th
-Mar 4th
, 2019
Fee schedules attached separately
Kalispell – Jared Nigan 2/21/2019 406-758-7940
Do they collect the long range
planning fee authorized by 76-1-
410?
No
How do they define
commercial/industrial unit?
NA
Do they collect the LR fee on more
than one type of application?
NA
Do they use scaled fees in their fee
schedule, e.g. fees get larger for
bigger projects?
Yes, All subdivisions have per lot component,
annexation and zoning per acre plus base fee, PUD,
CUP have per unit and acres
Do they have an upper limit cap on
the amount of a fee charged?
No
How often do they reevaluate their
application fees?
Last revised 2015, last updated only a portion. Will be
doing a partial update in 2019.
Do they attempt full cost recovery
for planning time on each
application?
No
Billings – Monica Plecker 2/14/2019 406-247-8676
Do they collect the long range
planning fee authorized by 76-1-
410?
No, but would like to
How do they define
commercial/industrial unit?
NA
Do they collect the LR fee on more
than one type of application?
NA
Do they use scaled fees in their fee
schedule, e.g. fees get larger for
bigger projects?
Yes, number of lots in defined bands. Not for zoning
reviews.
Do they have an upper limit cap on
the amount of a fee charged?
Not separate from the base fee.
How often do they reevaluate their
application fees?
Every 2 years, last revised 2018
159
Do they attempt full cost recovery
for planning time on each
application?
Not at this time. Zoning at 20%; subdivision 55-60%
Missoula – Denise Alexander 2/15/2019 406-552-6630
Do they collect the long range
planning fee authorized by 76-1-
410?
No
How do they define
commercial/industrial unit?
NA
Do they collect the LR fee on more
than one type of application?
NA
Do they use scaled fees in their fee
schedule, e.g. fees get larger for
bigger projects?
For subdivisions only by number of lots. Don’t do
review for site plans as Bozeman understands it.
Do they have an upper limit cap on
the amount of a fee charged?
No
How often do they reevaluate their
application fees?
Annual inflation adjustment and consider whether new
are needed, last revised 2019
Do they attempt full cost recovery
for planning time on each
application?
No, estimated about 50% of cost
Great Falls – Tom Micuda 2/14/2019 406-455-8432
Do they collect the long range
planning fee authorized by 76-1-
410?
No
How do they define
commercial/industrial unit?
NA
Do they collect the LR fee on more
than one type of application?
NA
Do they use scaled fees in their fee
schedule, e.g. fees get larger for
bigger projects?
Subdivisions only, by number of lots
Do they have an upper limit cap on
the amount of a fee charged?
No
How often do they reevaluate their
application fees?
No schedule, last revised 2014
160
Do they attempt full cost recovery
for planning time on each
application?
No, but did develop last fee schedule with estimated
hours for staff work on each application.
Helena – Sharon Haugen 2/14/2019 406-447-8490
Do they collect the long range
planning fee authorized by 76-1-
410?
No
How do they define
commercial/industrial unit?
NA
Do they collect the LR fee on more
than one type of application?
NA
Do they use scaled fees in their fee
schedule, e.g. fees get larger for
bigger projects?
Only for subdivisions, by number of lots
Do they have an upper limit cap on
the amount of a fee charged?
No
How often do they reevaluate their
application fees?
No schedule for updates, haven’t changed for a long
time, have delayed while consideration of fee changes
in other areas have been considered
Do they attempt full cost recovery
for planning time on each
application?
Last time did (1997), now doing a new review with
some cost analysis as well as comparison with other
communities.
Butte – Dillon Pipinich 3/4/2019 (406) 497-6250
Do they collect the long range
planning fee authorized by 76-1-
410?
No
How do they define
commercial/industrial unit?
NA
Do they collect the LR fee on more
than one type of application?
NA
Do they use scaled fees in their fee
schedule, e.g. fees get larger for
bigger projects?
Only for major subdivisions
Do they have an upper limit cap on
the amount of a fee charged?
No, Flat fee only for zoning, no upper limit for major
subdivisions
How often do they reevaluate their
application fees?
When directed by elected officials
161
Do they attempt full cost recovery
for planning time on each
application?
No, most site development has no fee charged.
Distinguishing factors for Bozeman’s fee approach
• Deliberate methodology for cost recovery from most application reviews. Commission
deliberately undercharges defined applications.
• Inclusion of direct and indirect costs for review, e.g. not just staff salary but also benefits,
office space, utilities, etc.
• Only known user of planning fee authorized in 76-1-410, MCA.
South University District Phase 2 – comparison of closest apparent fee
Billings Missoula Kalispell Butte Helena Great
Falls
Bozeman
$1,301+$1,782 $368 $6,350 $0 $435 $1,500 $36,047.37
162
100% Cost
Recovery
Funds
Initial Application Fees
Master Site Plan 1,935.00 200.00 -- -- 87.00 1,648.00 -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
Site Plan
2,100.00 -- -- -- 100.00 2,000.00 118.00 per DU 50.00 per DU 68.00 per DU
530.00 per non-res
1k up to 30k, >30k
$250
250.00 per
non-res
280.00 per
non-res -- -- -- -- 200.00 each 318.00
Minor Subdivision Pre-Application 477.00 -- -- -- 22.00 455.00 42.00 per lot -- 42.00 per lot -- -- -- -- -- -- -- 200.00 each 318.00
Major Subdivision Pre-Application 911.00 -- -- -- 45.00 866.00 42.00 per lot -- 42.00 per lot -- -- -- -- -- -- -- 200.00 each 318.00
Minor Subdivision Preliminary Plat
1,935.00 200.00 -- -- 75.00 1,500.00
85.00 per
sketch plan lot 50.00 per lot 35.00 per lot 35.00 per site plan lot -- 35.00 per lot -- -- -- 6.50 each 200.00 each 318.00
Major Subdivision Preliminary Plat
3,079.00 200.00 -- -- 145.00 2,734.00
85.00 per
sketch plan lot 50.00 per lot 35.00 per lot 35.00 per site plan lot -- 35.00 per lot -- -- -- 6.50 each 200.00 each 318.00
Minor Subdivision Final Plat 1,713.00 -- -- -- 86.00 1,627.00 35.00 per lot -- 35.00 per lot -- -- -- -- -- -- -- 200.00 each 318.00
Major Subdivision Final Plat 2,858.00 -- -- -- 143.00 2,715.00 35.00 per lot -- 35.00 per lot -- -- -- -- -- -- -- 200.00 each 318.00
Subdivision Exemption 200.00 -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
Condominium Review 178.00 -- -- -- 18.00 160.00 -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
PUD Concept Plan 1,486.00 -- -- -- 74.00 1,412.00 -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
PUD Preliminary
1,708.00 200.00 -- -- 75.00 1,433.00 95.00 per DU 50.00 per DU 45.00 per DU
140.00 per non-res
unit --
140.00 per
non-res
$530.00 per non-res
1k up to 30k, >30
$250
250 per non-
res unit up to
30 units
280.00 per
non-res -- -- 318.00
PUD Final
1,365.00 -- -- -- 65.00 1,300.00 45.00 per DU -- 45.00 per DU
140.00 per non-res
unit --
140.00 per
non-res -- 200.00 each 318.00
Annexation 1,670.00 400.00 -- -- 60.00 1,210.00 -- -- -- -- -- -- -- -- -- -- -- 318.00
Appeal of Admin Interpretation 776.00 200.00 -- -- 28.00 548.00 -- -- -- -- -- -- -- -- -- -- -- 318.00
Appeal of Admin Project Decision 1589.00 200.00 -- -- 69 1319 -- -- -- -- -- -- -- -- -- -- -- 318.00
Commercial Reuse 135.00 -- -- -- 125.00 -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
Commercial COA 364.00 -- 30.00 30.00 15.00 250.00 -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
Historic Neighborhood D.R./Resid. COA 234.00 -- -- 25.00 23.00 186.00 -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
Informal Review 293.00 per
board -- -- --
29.00 per
board
264.00 per
board -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
Zoning Variance - Independent of other
application 1,775.00 200.00 -- -- 75.00 1,500.00 -- -- -- -- -- -- -- -- -- -- -- 318.00
Variance, Departure, Deviation (each) in
association with another application 234.00 23.00 211.00 -- -- -- -- -- -- -- -- --
Conditional Use Permit 1,594.00 200.00 -- -- 70.00 1,324.00 -- -- -- -- -- -- -- -- -- -- -- 318.00
Special Temporary Use Permit 178.00 per
week -- -- --
18.00 per
week
160.00 per
week -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
Comprehensive Sign Plan Review 239.00 -- -- -- -- 239.00 -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
Zoning Verification 103.00 -- -- -- 10.00 93.00 -- -- -- -- -- -- -- -- -- -- 200.00 each 318.00
Zoning Map Amendment
1,935.00 200.00 -- -- 87.00 1,648.00 58.00 per acre --
58.00 per
Acre -- -- -- -- -- -- -- -- 318.00
UDC Text Amendment 1,757.00 200.00 -- -- 78.00 1,479.00 -- -- -- -- -- -- -- -- -- -- -- 318.00
Growth Policy Amendment
3,079.00 200.00 -- -- 145.00 2,734.00
$32/ acre if
amended --
$32/ acre if
amended -- -- -- -- -- -- -- -- 318.00
Pre-application Consultation with Planners
(after initial 2 hours) $44/hr 44 -- -- --
Subsequent Fees -- -- --
3rd or > Submission of Revised Materials
1/4 of
original app.
base fee -- -- -- --
1/4 of original
app. base fee -- -- -- -- -- -- -- -- -- -- 200.00 each --
Modification / Amendment to Approved
Plan 286.00 -- -- -- 15.00 271.00 -- -- -- -- -- -- -- -- -- -- 200.00 each --
3rd or Subsequent Occupancy Site
Inspection 127.00 -- -- -- -- 127.00 -- -- -- -- -- -- -- -- -- -- -- --
Extension to Approved Plan - City
Commission approval required $359 -- -- -- 28.00 341.00 -- -- -- -- -- -- -- -- -- -- -- --
Extension to Approved Plan - NO approval
by City Commission $109 -- -- -- 10.00 99.00 -- -- -- -- -- -- -- -- -- -- -- --
Initial Improvements Agreement (IA) $509 OR 1
percent of
face value,
whichever is
greater -- -- -- --
$509 OR
1 percent of
face value,
whichever is
greater -- -- -- -- -- -- -- -- -- -- -- --
Reduction in Security (other than final) 254.00 -- -- -- -- 254.00 -- -- -- -- -- -- -- -- -- -- -- --
Impact Fee Deferral 65.00 -- -- -- -- 65.00 -- -- -- -- -- -- -- -- -- -- -- --
Sign Permit Review $140 in
NCOD; $28
all others
Residential Building Permit Review $55.00
Non-Residential Building Permit Review $116
Short Term Rental Registration $250.00
Fire Inspection $225.00
152
after the legal advertising
For all Special Review applications resubmitted within 1 year of a withdrawal request
made after the legal advertising
For all Zone Change applications resubmitted within 1 year of a withdrawal request
made after the legal advertising
Fence Permit (For Replacement and New Construction)
Sign - Change of Face Only
Signs
City (calculate two sides of sign in fee)
Planning Master Site Plan Review
*Includes $331 Eng. Rev. Fee
Special Review
Zone Change
Variance
Administrative Appeal of Zoning Interpretation
Residential
Commercial
Land Use Contrary to Zoning
Zoning Compliance Review Commercial
Zoning Compliance Review Residential
Planned Unit Development
Deposit for zoning application posting signs (refunded after sign returned)
Temporary Use Permit
142
approach. One is in process of a fee evaluation and is
129