HomeMy WebLinkAboutResolution 4988 Adopting the Water Impact Fee Study and Establishing Water Impact Fees 4 '
COMMISSION RESOLUTION NO. 4988
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, ADOPTING THE WATER IMPACT FEE STUDY PER ARTICLE 2.06,
BMC,AND ESTABLISHING WATER IMPACT FEES AS STATED IN THE STUDY.
WHEREAS, the City of Bozeman is committed to addressing the community's
expressed needs and desires for services; and
WHEREAS, the City of Bozeman is committed to meeting those desires and demands
for services in a fiscally responsible manner; and
WHEREAS,the City of Bozeman is committed to meeting those desires and demands
for services in a manner which recognizes the fiscal and legal interests of all of the system users
now and in the future and not a limited subset of users; and
WHEREAS, the City of Bozeman has developed and adopted a water master plan
which examined current and future needs and provides a lawful, logical, balanced, operationally
sound, and cost effective basis upon which to maintain and develop the City's water system; and
WHEREAS, the City Commission has chosen to utilize impact fees as one element of an
integrated approach to fund and provide Water services; and
WHEREAS, Sections 7-6-1601 through 7-6-1604, MCA provide specific authority and
guidance regarding the documentation necessary to establish an impact fee and procedures to
adopt and administer an impact fee; and
Page 1 of 5
Resolution 4988, Water Impact Fee Study Adoption
WHEREAS,the City contracted with Tindale Oliver&Public Resources Management
Group to provide professional services in development of an updated Water impact fee study
(the"Fee Study");
WHEREAS, Tindale Oliver&Public Resources Management Group reviewed the
existing demand and needs for water facilities,the existing facilities available to meet that
demand, and the method of financing the existing systems and needed new facilities; and,
WHEREAS, Tindale Oliver&Public Resources Management Group also reviewed the
contribution made or to be made in the future in cash or by taxes, fees, or assessments by
property owners towards the capital costs of Water facilities; and,
WHEREAS, Tindale Oliver&Public Resources Management Group reviewed and
relied upon the City of Bozeman's level of service (LOS) standards and facility cost assumptions
as established by recently constructed projects in recommending Water impact fees; and,
WHEREAS, Tindale Oliver&Public Resources Management Group has prepared the
Fee Study dated December 3, 2018, including the assumptions,population and residential and
non-residential development projections, capital infrastructure and impact fee calculations,
which study has been submitted to and reviewed by City staff, Impact Fee Advisory Committee,
and City Commission; and,
WHEREAS, in addition to the Fee Study, Tindale Oliver&Public Resources
Management Group. and the City have prepared,updated, and relied upon other documentation,
as required by section 7-6-1602MCA, in developing the Water facilities impact fees adopted
pursuant to this Resolution, including but not limited to the following which has been
summarized in the required service area report:
(1) The most current water facility plan;
(2) City of Bozeman Design and Specifications Manual;
Page 2 of 5
Resolution 4988, Water Impact Fee Study Adoption
(3) Most recent bids and costs for actual construction of piping and plant
expansions;
(4) Adopted Water Impact Fee Capital Improvement Program;
(5) Adopted Water Capital Improvement Program, and
(6)the City Budget; and
WHEREAS,the City develops its Water facility plans, and its capital improvements
program in a manner open to the public and accepts and responds to public comment and input;
and
WHEREAS, the City and Tindale Oliver & Public Resources Management Group have
developed the Fee Study in a manner open to the public and accepted and responded to comment
and input; and
WHEREAS,the City of Bozeman Impact Fee Advisory Committee has considered and
made a recommendation to the City Commission on the Fee Study; and
WHEREAS,the Impact Fee Advisory Committee conducted public hearings on the
subject of the impact fee study on December 11, 2018, and the City Commission conducted a
{
public hearing on January 14, 2019; and
WHEREAS,public comment was received and considered; and
WHEREAS,the City Commission reviewed and discussed the Fee Study and accepts
and agrees with the content of the Fee Study and recognizes that updates and modifications will
be made to the fee schedule in the future in accord with the annual cost adjustment requirements
of Chapter 2,Article 6, Division 9 BMC; and
WHEREAS,the City Commission finds that all required elements necessary for
compliance with standards for development of an impact fee have been satisfied.
Page 3 of 5
Resolution 4988, Water Impact Fee Study Adoption
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana, that:
1. The December 3, 2018 draft of the Water Impact Fee Study Update, as contained in
Exhibit "A", attached hereto and by this reference made a part hereof, is hereby adopted.
2. As of the 2nd day of March 2019, any person who seeks to obtain any of the forms of
development listed 2.06.1660, BMC must pay a Water Impact Fee pursuant to the
schedule included in Exhibit A of this Resolution.
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of
Bozeman, Montana, at a regular session thereof held on the 4th day of February 2019.
A L.
or
ATTEST: - -
ROBIN CROUGH •' '•
City Clerk V U �`�" '.'ice
• T __ APPROVED A ORM:
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Page 4 of 5
Resolution 4988, Water Impact Fee Study Adoption
Appendix A
Page 5 of 5
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Fiscal Year 2018
I
I
WATER IMPACT FEE STUDY
For
CITY OF BOZEMAN,
MONTANA
ElPublic Resources Management Group, Inc.
Utility, Rate, Financial, and Alfanagelnent Consultants
Public Resources Management Group, Inc.
Utilitu, Rate, Fi iwicial, utid 1B Allanaoelnew ConsultaWs
December 3, 2018
Honorable Mayor and Members of the
City Commission
City of Bozeman
121 N. Rouse Avenue
Bozeman,MT 59715
Subject: Water Impact Fee Study
Public Resources Management Group, Inc. ("PRMG") has completed our review of the water
impact fees for the City of Bozeman, Montana (the "City") water system (the "System"), and has
summarized the results of our analyses, assumptions, and conclusions in this service area report,
which is submitted for your consideration. This service area report summarizes and provides a
basis for the updated impact fees recommended for the water system (the "System") that are a
source of funding for the City's expansion-related capital costs for the System.
The proposed water impact fees have been designed to meet a number of goals and objectives
that include:
• The water impact fees are based on the requirements of Title 7, Chapter 6, Part 16 of the
Montana Code and,therefore, comply with Montana State Law;
• The water impact fees are designed to recover the capital costs associated with providing
water capacity to new development including the cost of existing system assets with
capacity available to serve new development and expansion-related projects included in the
City's capital improvement program(the "CIP");
• The impact fees do not include the funding requirements associated with any infrastructure
deficiencies of the water system (e.g., renewals and replacements) or any operating and
maintenance expenses; and
• The impact fees are based upon reasonable level of service standards that generally meet
the needs of the City's new customers, that are indicative of criteria used for long-term
infrastructure planning, and that are consistent with the current level of service provided to
existing customers.
Based on information provided by the City regarding the capital cost of system facilities,
customer service levels, existing capacity utilization, the assumptions and considerations
outlined in this report, and our studies and evaluations, PRMG considers the proposed water
KAI246-011Rpt\Revised Water Impact Fee Study.docx
341 NORTH MAITLAND AVENUE—SUITE 300—MAITLAND,FL 32751
Tel: 407-628-2600 • Fax: 407-628-2610 • Email: PRMGWRMGinc.com • Website: www.PRMGinc.com
Honorable Mayor and Members of the City Commission
City of Bozeman
December 3,2018
Page 2
impact fees to be cost-based, reasonable, and representative of the capital cost of serving new
development.
Following this letter, we have provided an executive summary, which outlines our observations,
recommendations and conclusions to the City. The accompanying report provides the details of
the analyses conducted on behalf of the City.
We appreciate the opportunity to be of service to the City and would like to thank the City staff
for their assistance and cooperation during the course of this study.
Very truly yours,
Public Resources Management Group, Inc.
Henry L. Thomas
Senior Vice-President
HLT/leg
Attachments
CITY OF BOZEMAN, MONTANA
WATER IMPACT FEE STUDY
TABLE OF CONTENTS
Title Page No.
Letter of Transmittal
Tableof Contents................................................................................................................... i
List of Tables, Figures, and Appendices................................................................................ii
EXECUTIVE SUMMARY AND RECOMMENDATIONS
Purposeof Water Impact Fees..........................................................................................ES-1
Observations,Recommendations, and Conclusions.........................................................ES-1
SECTION 1: INTRODUCTION
General................................................................................................................................ 1-1
Criteria for Water Impact Fees ........................................................................................... 1-1
Establishment of Need and Supporting Documentation..................................................... 1-2
SECTION 2: DEVELOPMENT OF WATER IMPACT FEES
Introduction.........................................................................................................................2-1
ExistingWater Impact Fees................................................................................................2-1
Impact Fee Development Methods.....................................................................................2-2
Design of Water Impact Fees..............................................................................................2-2
Level of Service Requirements...........................................................................................2-3
Existing Plant-in-Service....................................................................................................2-4
Additional Capital Investment............................................................................................2-6
Design of Water Impact Fee...............................................................................................2-7
Equivalent Dwelling Unit Determination Methodology.....................................................2-9
Proposed Water Impact Fee Schedule ..............................................................................2-10
Conclusions and Recommendations.................................................................................2-11
-i-
CITY OF BOZEMAN, MONTANA
WATER IMPACT FEE STUDY
LIST OF TABLES, FIGURES,AND APPENDICES
Table No. Description Page No.
ES-1 Summary of Calculated Costs Per Gallon and Proposed Water ES-3
Impact Fees
2-1 Development of Existing Water Treatment Facility Capacity 2-12
Available to Serve System Growth
2-2 Multi-Year Estimated Capital Improvement Program Summary 2-14
2-3 Summary of Capital Improvement Program By Plant Function 2-16
2-4 Summary of Capital Improvement Program Recognized in Water 2-18
Impact Fees
2-5 Development of Water Impact Fee 2-21
2-6 Calculation of Debt Service Credit—Water System 2-23
Figure No. Description Page No.
1-1 Water Impact Fee Compliance with Montana Enabling Impact Fee 1-3
Legislation(Section 7-6-1602 MCA)
Appendix No. Description
A Classification of Existing Water Utility System Assets
-ii-
EXECUTIVE SUMMARY
AND RECOMMENDATIONS
CITY OF BOZEMAN,MONTANA
WATER IMPACT FEE STUDY
EXECUTIVE SUMMARY AND RECOMMENDATIONS
PURPOSE OF WATER IMPACT FEES
The purpose of water impact fees is to recover the pro-rata share of allocated capital costs that
are considered growth-related from new customers connecting to the system or from existing
customers that are requesting an increase in the reserved water capacity associated with
increased development on their property. To the extent that new population growth and
associated development impose identifiable capital costs to municipal set-vices, capital funding
practices to include the assignment of such costs to those residents or system users responsible
for those costs rather than to the entire population base is reasonable. Generally, this practice has
been labeled as "growth paying its own way" to minimize existing user cost burdens. The
application of impact fees to finance capital infi•astructure allocated to such new capacity
requests is common in Montana and throughout the United States and has been used as a capital
funding source by the City of Bozeman (the "City") for a number of years.
The City last reviewed its water impact fees in 2012. Since Montana's enabling impact fee
legislation requires a review and update of impact fees at least every five (5) years, the City
commissioned impact fee reviews in 2017.
OBSERVATIONS,RECOMMENDATIONS, AND CONCLUSIONS
The following is a summary of the observations, recommendations and conclusions developed
by PRMG during our investigation, analyses, and preparation of this report:
1. The imposition of impact fees must satisfy the requirements of Montana State Law based
on the criteria set forth in Title 7, Chapter 6, Part 16 of the Montana Code Annotated (the
"MCA") and should reflect a rational nexus whereby the benefits received by new
development are reasonably related to the impact fees.
2. The City's water facilities such as treatment and transmission facilities are interconnected
and serve an overall system need and, as such, the proposed impact fee is based on a single
service area or system-wide fee for the water system. The proposed water impact fee is
$2,687 per equivalent dwelling unit ("EDU"). For residential water service, the City
charges a water impact fee based on the size of the residential home. For non-residential
water service, the City charges a water impact fee based on the size of the water meter
placed in service. While no change in the application methodology is proposed, this study
updates the demand coefficients or EDUs for each category of service based on the most
recently available information from the City.
3. The capital costs included in the proposed water impact fees are based on: i) the cost of
certain existing water system assets with capacity available to serve new development; ii)
planned capital improvements that upgrade existing water system assets, a portion of which
ES-1
are available to serve growth; and iii)planned capital improvements that provide additional
capacity to serve future growth. The cost of such capacity is allocated between existing and
future customers based on the estimated benefit or proportionate share assigned to such
customers predicated on the intent of the expenditures, level of service assumptions, the
existing and future capacity needs of the System. The proposed fees also include a five
percent (5%) allowance to recover administrative costs as allowable by Montana's enabling
impact fee legislation.
4. The CIP for the water system does not include any further expansion of the capacity of
existing water supply and treatment facilities, but does include: i) projects which upgrade
the existing water supply and treatment facilities that benefit both existing and future
customers; and ii) improvements that expand the water transmission system or upgrade
existing transmission assets, a portion of which are available to serve growth. In keeping
with Montana State Law a proportionate share of these costs was assigned to new
development and was included in the calculation of the proposed water impact fees.
5. In accordance with the provisions of Montana State Law and case law pertaining to impact
fees, the fees can only be used to pay for growth-related projects or to pay for growth-
related debt service. The City could use water impact fee receipts either to: i) pay directly
for the costs of projects allocable to growth such that the need for borrowing external funds
to finance the identified water system capital program is reduced; or ii) apply the impact
fees toward the expansion-related component of the City's debt service payments for the
water system. Table ES-1, on the following page, contains a summary of existing and
proposed water impact fees.
(Remainder of page left intentionally left blank)
ES-2
Table ES-1
City of Bozeman,Montana
Water Impact Fee Study
Summary of Calculated Costs Per Gallon and Proposed Water Impact Fees
PROPOSED APPLICATION METHODOLOGY
Water Impact Fee-Residential
Water Plant Water Plant
Calculated Impact Fee Impact Fee
Line Treatment Component Water Plant Calculated Less Cost per Gallon With Gallons per per Unit Without Administration per Unit With
No. Square Feet of Living Area Fee per Unit Cost per Gallon Debt Service Credit Debt Service Credit Day per EDU EDU Factor Admin Allowance Allowance Admin Allowance
1 1400orLess $1,118.48 $5.37 ($0.83) $4.54 222 0.70 $705.06 5.0% $740.00
2 1401-1600 1,432.91 5.37 (0.83) 4.54 222 0.89 896.44 5.0% 941.00
3 1601-1900 1,714.85 5.37 (0.83) 4.54 222 0.94 946.80 5.0% 994.00
4 1801-2000 1,965.46 5.37 (0.83) 4.54 222 1.00 1,007.24 5.0% 1,057.00
5 2001-2200 2,192.87 5.37 (0.83) 4.54 222 1.07 1,077.74 5.0% 1,131.00
6 2201-2400 2,399.40 5.37 (0.83) 4.54 222 1.13 1,138.19 5.0% 1,195.00
7 2401-2600 2,583.88 5.37 (0.83) 4.54 222 1.19 1,198,61 5.0% 1,258.00
8 2601-2800 2,757.91 5.37 (0.83) 4.54 222 1.21 1,218.75 5.0% 1,279.00
9 2801-3000 2,920.35 5.37 (0.83) 4.54 222 1.27 1,279.19 5.0% 1,343.00
10 3001 or More 3,018.97 5.37 (0.83) 4.54 222 1.35 1,359.77 5.0% 1,427.00
11 Group Quarters per person 1,085.99 5.37 (0.83) 4.54 222 0.45 453.26 5.0% 475.00
Calculated Cost Transmission System
Transmission System Calculated Transmission System Impact Fee
Transmission Component Fee per Net Acre Calculated Less Cost per Gallon With Gallons per Impact Fee Without Administration per Unit With
Square Feet of Living Area of Development Cost per Gallon Debt Service Credit Debt Service Credit Day per EDU EDU Factor Admin Allowance Allowance Admin Allowance
12 1400orLess $4,224.47 S7.20 ($0.20) $6.99 222 0.70 $1,086.70 5.0% $1,141.00
13 1401-1600 4,224.47 7.20 (0.20) 6.99 222 0.89 1,381.66 5.0% 1,450.00
14 1601-1800 4,224.47 7.20 (0.20) 6.99 222 0.94 1,459.28 5.0% 1,532.00
15 1801-2000 4,224.47 7.20 (0.20) 6.99 222 1.00 1,552.43 5.0% 1,630.00
16 2001-2200 4,224.47 7.20 (0.20) 6.99 222 1.07 1,661.10 5.0% 1,744.00
17 2201-2400 4,224.47 7.20 (0.20) 6.99 222 1.13 1,754.24 5.0% 1,841.00
18 2401-2600 4,224.47 7.20 (0.20) 6.99 222 1.19 1,847.39 5.0% 1,939.00
19 2601-2800 4,224.47 7.20 (0.20) 6.99 222 1.21 1,878,44 5.0% 1,972.00
20 2801-3000 4,224.47 7.20 (0.20) 6.99 222 1.27 1,971.58 5.0% 2,070.00
21 3001 or More 4,224.47 7.20 (0.20) 6.99 222 1.35 2,095.78 5.0% 2,200.00
22 Group Quarters per person 4,224.47 7.20 (0.20) 6.99 222 0.45 698.59 5.0% 733.00
Calculated Cost
Calculated Total Proposed Fee Total Proposed Fee
Combined Total Existing Fee Calculated Less Cost per Gallon With Gallons per Without Administration per Unit With
Square Feet of Living Area for One Acre Cost per Gallon Debt Service Credit Debt Service Credit Day per EDU EDU Factor Admin Allowance Allowance Admin Allowance
23 1400orLess $5,342.95 S12.56 (S1.03) $11.53 222 0.70 SL791.76 5.0% $1,881.00
24 1401-1600 5,657.38 12.56 (1.03) 11.53 222 0.89 2,278.10 5.0% 2,391.00
25 1601-1800 5,939.32 12.56 (1.03) 11.53 222 0.94 2,406.08 5.0% 2,526.00
26 1801-2000 6,189.93 12.56 (1.03) 11.53 222 1.00 2,559.66 5.0% 2,687.00
27 2001-2200 6,417.34 12.56 (1.03) 11.53 222 1.07 2,738.94 5.0% 2,875.00
28 2201-2400 6,623.87 12.56 (1.03) 11.53 222 1.13 2,892.42 5.0% 3,036.00
29 2401-2600 6,808.35 12.56 (1.03) 11.53 222 1.19 3,046.00 5.0% 3,197.00
30 2601-2800 6,982.38 12.56 (1.03) 11.53 222 1.21 3,097.19 5.0% 3,251.00
31 2801-3000 7,144.82 12.56 (1.03) 11.53 222 1.27 3,250.77 5.0% 3,413.00
32 3001 or More 7,243.44 12.56 (1.03) 11.53 222 1.35 3,455.54 5.0% 3,627.00
33 Group Quarters per person 5,310.46 12.56 (1.03) 11.53 222 0.45 1,151.85 5.0% 1,208,00
ES-3
Table ES-1
City of Bozeman,Montana
Water Impact Fee Study
Summary of Calculated Costs Per Gallon and Proposed Water Impact Fees
Water Impact Fee-Nonresidential
Line
No. Meter Size Exiting Fee Proposed Rate Calculation
Impact Fee Impact Fee
Rated Maximum Meter Without Administration With
Treatment Component Per Meter Size Capacity(gpm) Equivalent Factor Admin Allowance Allowance Admin Allowance
34 0.75-inch $2,305.42 30 1.50 $1,510.85 5.0% 51,586.00
35 I-inch 5,302.34 50 2.50 2,518.09 5.0% 2,643.00
36 1.5-inch 11,527.08 100 5.00 5,036.18 5.0% 5,287.00
37 2-inch 21,440.26 160 8.00 8,057.88 5.0% 8,460.00
38 3-inch 45,878.60 300 15.00 15,108.53 5.0% 15,863.00
39 Above 3-inch Calculated Calculated
Impact Fee Impact Fee
Rated Maximum Meter Without Administration With
Transmission Component Per Net Acre Capacity(gpm) Equivalent Factor Admin Allowance Allowance Admin Allowance
40 0.75-inch $4,224.47 30 1.50 $2,328.64 5.0% 52,445.00
41 1-inch 4,224.47 50 2.50 3,981.07 5.0% 4,075.00
42 1.5-inch 4,224.47 100 5.00 7,762.13 5.0% 8,150.00
43 2-inch 4,224.47 160 8.00 12,419.41 5.0% 13,040.00
44 3-inch 4,224.47 300 15.00 23,296.40 5.0% 24,450.00
45 Above 3-inch Calculated Calculated
Impact Fee Impact Fee
Total Existing Fee Rated Maximum Meter Without Administration With
Combined for One Acre Capacity(gpm) Equivalent Factor Admin Allowance Allowance Admin Allowance
46 0.75-inch 56,529.89 30 1.50 $3,839.49 5.0% $4,031.00
47 1-inch 9,526.81 50 2.50 6,399.16 5.0% 6,718.00
48 1.5-inch 15,751.55 100 5.00 12,798.31 5.0% 13,437.00
49 2-inch 25,664.73 160 8.00 20,477.30 5.0% 21,500.00
50 3-inch 50,103.07 300 15.00 38,394,93 5.0% 40,313.00
51 Above 3-inch Calculated Calculated
ES-4
SECTION 1
INTRODUCTION
CITY OF BOZEMAN,MONTANA
WATER IMPACT FEE STUDY
SECTION 1: INTRODUCTION
GENERAL
The City of Bozeman, Montana (the "City") owns and operates a water utility system (the
"System") within its service area boundaries. The City has historically used impact fees to fund a
portion of the expansion-related capital costs for the System. The City last reviewed its water
impact fees in 2012. Since Montana's enabling impact fee legislation requires a review and
update of impact fees at least every five (5) years, the City commissioned impact fee reviews in
2017.
CRITERIA FOR WATER IMPACT FEES
The purpose of an impact fee is to assign, to the extent practical, growth-related capital costs to
those new customers responsible for such additional costs. To the extent population growth and
associated development require identifiable capital costs to provide utility service, modern
capital funding practices suggest the assignment of such costs to those new residents or system
users responsible for those costs rather than the existing customer base. Generally,this practice is
labeled as "growth paying its own way" to avoid burdening existing users with the cost of facility
expansion.
Within the State of Montana, Title 7, Chapter 6, Part 16 of the Montana Code Annotated (the
"Code" or the "MCA") authorizes the use of impact fees for utilities owned by local
governments. According to the Code, a valid impact fee, among other things, must meet the
following requirements:
1. The calculation of the impact fee must be based on the proportionate share of the cost of
infrastructure improvements necessary to serve new development;
2. Provide for recognition of other available funding sources such as grants;
3. The fee cannot include the cost of correcting existing System deficiencies;
4. The fee may not include expenses related to the operation and maintenance of the facility;
5. New development may not be held to a higher level of service standard than existing users
unless there is a funding mechanism in place for the existing users to make improvements
that match the higher level of service.
6. The City must deposit the impact fees in a special proprietary fund and monies held in this
fund prior to expenditure must be invested with all interest accruing to the fund to ensure
that the fees collected are used only for the lawful purposes established in the Code.
1-1
7. The City must collect the impact fees in accordance with an impact fee ordinance or
resolution that establishes the method for developing and applying the fee and makes such
information available to the public upon request. In addition, the ordinance or resolution
should also explicitly restrict the use of the fees collected.
Based on the criteria above, we believe that the proposed water impact fees recommended
herein, which are set forth in the Executive Summary and in Section 2, are in compliance with
the Code and as such: i) include only the proportionate share of the estimated capital cost of
facilities necessary to serve new development, ii) do not reflect costs associated with renewal
and replacement of any existing capital assets to cure existing System deficiencies, iii) do not
include any costs of operation and maintenance of any facilities; and iv) recognize other funding
sources such as grants used by the City to construct certain water capital facilities.
ESTABLISHMENT OF NEED AND SUPPORTING DOCUMENTATION
The City of Bozeman currently owns and operates two water production facilities: i) the
Sourdough Water Treatment Plant (the "Sourdough WTP"), which has a current permitted
capacity of 22 million gallons per day (MGD) expressed on a maximum day basis, and ii) the
Lyman Spring chemical treatment facility, which is capable of treating a peak 2,600 gallons per
minute or 3.744 MGD. The water distribution system consists of 288 miles of water mains, 4
fmished water storage reservoirs, 2 pumping or booster stations, 22 pressure-regulating facilities,
and 2,448 fire hydrants. Since the water production and transmission facilities are interconnected
and serve an overall system need, the proposed water impact fees represent a single service area.
Water impact fees charged by utility providers in Montana are based on the requirements of Title
7, Chapter 6, Part 16 of the Montana Code. Figure 1-1 presents the specific documentation that
will allow the City of Bozeman to update the water impact fee in compliance with Montana State
Law.
(Remainder of page left intentionally left blank)
1-2
Figure 1-1
Water Impact Fee Study
Compliance with Montana Enabling Impact Fee Legislation
(Section 7-6-1602 MCA)
Section Water System
Reference Doctinientation hein Docunient(s) Page or Section
(1) for each public facility for which an impact Water Impact Fee Study
fee is imposed,the governmental agency Service Area Report
must prepare and approve a service area
report.
(2) The service area report is a written analysis
that must:
(2)(a) describe existing conditions of the facility. Water Facility Plan Chapter 1:Existing System
Update for Bozeman dated
July 2017
(2)(b) establish level of service standards. Water Facility Plan Chapter 3: Water Use
Update for Bozeman dated Characterization,Pages 23 to 25
July 2017
Water Impact Fee Study Section 2:Development of Water
Service Area Report Impact Fees,Level of Service
Requirements,Page 2-3
(2)(c) forecast future additional needs for service Water Facility Plan Chapter 9:Future System
for a defined period of time. Update for Bozeman dated Evaluation
July 2017
(2)(d) identify capital improvements necessary to Water Facility Plan Chapter 10:Recommended
meet future needs for service. Update for Bozeman dated Improvements
July 2017
CIP Water-related projects
Water Impact Fee Study Section 2:Development of Water
Service Area Report Impact Fees,Tables 2-2 to 2-4
(2)(e) identify those capital improvements needed Water Facility Plan Chapter 10:Recommended
for continued operation and maintenance of Update for Bozeman dated Improvements
the facility. July 2017
CIP Water-related projects
(2)(f) make a determination as to whether one Water Impact Fee Study Executive Summary and
service area or more than one service area Service Area Report Recommendations,Page ES-1
is necessary to establish a correlation
between impact fees and benefits.
(2)(g) make a determination as to whether one Not Applicable for Water Not Applicable for Water Impact
service area or more than one service area Impact Fees Fees
for transportation facilities is needed to
established a correlation between impact
fees and benefits.
(Table continues on following page)
1-3
Figure 1-1 (cont.)
Water Impact Fee Study
Compliance with Montana Enabling Impact Fee Legislation
(Section 7-6-1602 MCA)
Water System
Section
Reference Documentation Iteni Document(s)
(2)(h) establish the methodology and time period CIP Water-related improvements in
over which the governmental entity will the CIP
assign the proportionate share of capital costs
for expansion of the facility to provide
service to new development within each
service area. Water Impact Fee Study Section 2:Development of Water
Service Area Report Impact Fees
(2)(i) establish the methodology that the Water Facility Plan Chapter 10:Recommended
governmental entity will use to exclude Update for Bozeman Improvements
operations and maintenance costs and dated July 2017
correction of existing deficiencies from the Water Impact Fee Study Section 2:Development of Water
impact fee. Service Area Report Impact Fees
(2)0) establishes the amount of the impact fee that Water Impact Fee Study Table ES-1;
will be imposed for each unit of increased Service Area Report Section 2:Development of Water
service demand. Impact Fee,Table 2-5
(2)(k) has a component of the budget of the CIP Water-related improvements for
governmental entity that: (i)schedules the CIP
construction of public facility capital Water Impact Fee Study Section 2:Development of Water
improvements to serve projected growth. Service Area Report Impact Fees
(ii)projects costs of the capital
improvements.
(iii)allocates collected impact fees for
construction of the capital improvements.
(iv)covers at least a 5-year period and is
reviewed and updated at least every 2 years.
(3) The service area report is a written analysis Water Impact Fee Study All Sections
that must contain documentation of sources Service Area Report
and methodology used for purposes of
subsection(2)and must document how each
impact fee meets the requirements of
subsection(7).
(4) The service area report that supports adoption Water Impact Fee Study All documents will be made
and calculation of an impact fee must be Service Area Report available at City offices
available to the public upon request.
(Table continues on following page)
1-4
Figure 1-1 (cont.)
Water Impact Fee Study
Compliance with Montana Enabling Impact Fee Legislation
(Section 7-6-1602 MCA)
Water System
Sectioij
(5) The amount of each impact fee imposed must Water Impact Fee Study Section 2:Development of Water
be based upon the actual cost of public Service Area Report Impact Fees,Table 2-5
facility expansion or improvements or
reasonable estimates of the cost to be
incurred by the governmental entity as a
result of new development.The calculation
of each impact fee must be in accordance
with generally accepted accounting
principles.
(6) The ordinance or resolution adopting the Updated Water Impact To be determined
impact fee must include a time schedule for Fee Resolution
periodically updating the documentation
required under subsection(2).
(7) An impact fee must meet the following Water Impact Fee Study All Sections
requirements: Service Area Report
(a)The amount of the impact fee must be
reasonably related to and reasonable
attributable to the development's share of the
cost of infrastructure improvements made
necessary by the new development.
(b)The impact fees imposed may not exceed
a proportionate share of the costs incurred or
to be incurred by the governmental entity in
accommodating the development.The
following factors must be considered in
determining a proportionate share of public
facilities capital improvements costs:
(i)the need for public facilities capital
improvements required to serve new
development;and
(ii)consideration of payments for system
improvements reasonable/anticipated to be
made by or as a result of development in the
form of user fees,taxes,and other available
sources of funding the system improvements.
(c)Costs for correction of existing
deficiencies in a public facility may not be
included in the impact fee.
(d)New development may not be held to a
higher level of service than existing users
unless there is a mechanism in place for the
existing users to make improvements to the
existing system to match the higher level of
service.
(e)Impact fees may not include expenses for
operations and maintenance of the facility.
1-5
SECT ON 2
DEVELOPMENT OF WATER SYSTEM IMPACT FEES
CITY OF BOZEMAN, MONTANA
WATER IMPACT FEE
SERVICE AREA REPORT
SECTION 2: DEVELOPMENT OF WATER IMPACT FEES
INTRODUCTION
This section of the report summarizes the basis for the development of the City's proposed water
impact fees. Included in this section is a presentation of the existing impact fees for providing
service to new water customers, a discussion of the methodology used to develop the proposed
water impact fees, and a comparison of the proposed fees with those of other neighboring
jurisdictions.
EXISTING WATER IMPACT FEES
Resolution No. 4421 (the "Water Impact Fee Resolution"), which was adopted by the City
Commission on January 10, 2012, established water impact fees for the City based on a formal
water impact fee review. Section 2.06.1700(L) of the City's Code of Ordinances enables the City
to adjust the water impact fees annually to reflect the effects of inflation on those costs for
improvements set forth in the water impact fee study. On January 1 of each year unless and until
the water impact fee study is revised or replaced, the water impact fee is adjusted by multiplying
such amount by one plus the value of the Construction Cost Index published by Engineering
News-Record in the first December edition of the current year. The adjusted water impact fees
automatically become effective immediately upon calculation by the City without additional
action by the City Commission.
The current water impact fees are summarized as follows:
Existing Residential Water Impact Fees
Transmission System Fee
Per Net Acre of
Square Feet of Living Area Water Plant Fee Per Unit Development
1400 or Less $1,118.48 $4,224.47
1401 to 1600 1,432.91 4,224.47
1601 to 1800 1,714.85 4,224.47
1801 to 2000 1,965.46 4,224.47
2001 to 2200 2,192.87 4,224.47
2201 to 2400 2,399.40 4,224.47
2401 to 2600 2,583.88 4,224.47
2601 to 2800 2,757.91 4,224.47
2801 to 3000 2,920.35 4,224.47
3001 or More 3,018.97 4,224.47
Group Quarters Per Person 1,085.99 4,224.47
(Remainder of page left intentionally left blank)
2-1
Existing Nonresidential Water Impact Fees
Transmission System Fee
Per Net Acre of
Meter Size Water Plant Fee Per Meter Development
0.75-inch $2,305.42 $4,224.47
1-inch 5,302.34 4,224.47
1.5-inch 11,527.08 4,224.47
2-inch 21,440.26 4,224.47
3-inch 45,878.60 4,224.47
IMPACT FEE DEVELOPMENT METHODS
There are several different methods generally recognized for the calculation of impact fees. The
calculation is dependent on the type of charge being calculated (e.g., water, wastewater, police
services, transportation, etc.); the cost and engineering data available; and the availability of
other local data such as household and population projections, current levels of service, and other
related items. There are two general methods for calculating impact fees: i) the improvements-
driven method and ii) the standards-driven method. Both methods have been utilized in the
development of impact fees for local governments.
The improvements-driven method,which is generally used for water and wastewater impact fees,
is an approach that utilizes a specific list of planned capital improvements over a period of time.
The fee corresponds to the level of capital improvements, which have been identified in the
capital improvements element of a local government's comprehensive land use/community plan
or the master plan or capital improvement plan of the utility. The standards-driven method
utilizes an estimated or theoretical cost of the improvements for incremental development
typically based on historical estimates. For example, the standards-driven method for a
transportation impact fee would consider the estimated cost of a mile of a new road by the trip
capacity of a mile of road to establish the cost per trip. The primary difference between the two
methodologies is how the capital costs are calculated; however, both methods meet the
requirements of the Section 7-6-1602(5) of the Code requiring that impact fees be based on the
actual cost of the improvements or reasonable estimates of such costs. The development of water
and wastewater impact fees is typically based on the improvements-driven method, whereby the
cost of capital facilities are allocated between current and future users based on reasonable and
defensible data and estimates of facility utilization. The improvements-driven method is used by
utility systems because this method works well in conjunction with the capital planning process
of the utility business.
The impact fees proposed in this report are based on the improvements-driven method using the
capital costs and needs as documented in the City's asset records and CIP. The method also
recognizes the embedded cost of existing unused capacity that is available from the City's
existing utility plant which is currently in service, as well as planned investments in water
treatment and transmission assets that provide additional water system capacity.
DESIGN OF WATER IMPACT FEES
The approach to designing water impact fees includes two significant components. These two
components are: i) the level of service to be apportioned to the applicants that request system
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capacity; and ii)the associated amount of capital cost to be recovered from a new applicant
requesting service. Both of these items are related to the level of the water impact fee expressed
on an equivalent dwelling unit (EDU) basis, which represents the average capacity required to
service a typical individually-metered single family residential account.
LEVEL OF SERVICE REQUIREMENTS
In the evaluation of the capital facility needs for providing water and wastewater utility services,
it is critical that a level of service (LOS) standard is established. The level of service is an
indicator of the extent or degree of service provided to a specific customer. Level of service
indicates the capacity per unit of demand for each public facility. Essentially, the level of service
standard is established in order to ensure that adequate facility capacity will be provided for
future development.
For water and wastewater service, the level of service that is commonly used in the industry is
the amount of capacity (service) allocable to each EDU expressed as the average amount of
usage (gallons) on a daily basis. The level of service generally represents the amount of capacity
attributable to an EDU, whether or not such capacity is actually used (commonly referred to as
"readiness to serve"). As previously mentioned, an EDU is representative of the average capacity
required to service a typical individually metered single-family residential account. This class of
users represents the largest amount of customers served by a public utility such as the City's and
generally has the lowest level of usage requirements for a specifically metered account. Several
alternative methods are used to apply the EDU concept to non-single family residential uses
including business attributes linked to the demand for water and wastewater service, fixture
counts, and meter size equivalency factors.
Pursuant to Montana State Law, in the calculation of water impact fees, new development may
not be held to a higher level of service standard than existing users. Accordingly, the following
levels of service standards were assumed for calculating the proposed impact fees based on
actual historical information for existing users as provided by City staff and as contained in the
City's Water Facility Plan Update dated July 2017:
Derivation of Water Level of Service
Utilized in Water Impact Fee Calculations
Amount
Single-Unit Residential Per Capita Water Use
During Summer[1] 90.8 gpd
Persons Per Household[2] 2.24
Level of Service Per Water EDU With No
Allowance for Non-Revenue Water 204 gpd
Allowance for Non-Revenue Water[3] 9%
Recognized Level of Service Per Water EDU 222 trod
[1] Amounts shown on page 25 of Water Facility Plan Update dated July 2017.
[2] Persons per household for 2012 to 2016 as published by U.S.Census(census.gov).
[3] Average historical non-revenue water percentage as reported in Water Facility Plan Update
dated July 2017.Non-revenue water of 15%or less is considered acceptable by utility industry
standards.
EDU= equivalent dwelling unit
gpd= gallons per day—average daily flow basis
2-3
EXISTING PLANT-IN-SERVICE
In the determination of the impact fee associated with the servicing of future customers, any
constructed capacity in existing treatment and transmission facilities that is available to serve
future growth was considered in developing the proposed impact fees. Since this capacity was
constructed and is available to serve the near-term growth of the utility system, it is appropriate
to recognize the capacity cost of such facilities. In order to evaluate the availability of the
existing utility plant-in-service to meet or provide for near-term future capacity needs, it was
necessary to categorize the existing utility facilities by specific utility purpose (e.g., treatment,
conveyance, etc.). Categorizing the investment in existing facilities helps to identify those assets
that should be included in the determination of the impact fees.
The cost categories are based on the utility purpose of the assets and the service that such assets
provide. The following is a summary of the cost categories for the utility facilities identified in
this report.
Facility Categories
Water Service Other Plant
Supply General Plant(Equipment,Vehicles,etc.)
Treatment
Transmission
Distribution
Fire Hydrants
Meters and Services
It was necessary to organize the utility plant into these cost categories so that system-wide
capacity costs are identified such that a proper fee can be developed. System-wide capacity costs
are those costs incurred to provide capacity needed to serve new growth and development and do
not I include: i) site improvements and facilities that are planned and designed to provide service
for a particular development project and that are necessary for the use and convenience of the
occupants or users of the project, such as fire hydrants or meters and services; and ii) routine and
periodic maintenance expenditures, personnel training, and other operating costs. Therefore, the
costs of onsite facilities which serve a specific development or customer are not considered as
"System-wide" costs that are proportionately allocable to all users. Onsite facilities such as water
distribution and wastewater collection lines, meters and services, local lift stations, and fire
hydrants are usually paid for and donated by a developer as part of the City's utility extension
program (a contribution of the facilities). The cost of such facilities is not included in the impact
fee calculation. Additionally, assets with short service lives that are replaced on a recurring basis
are also not be included, since these assets generally benefit the existing customers of the
System. An example of this utility plant would be assets commonly referred to as "general plant"
and would include vehicles, equipment, and other related assets.
The City provided PRMG with reported utility plant asset information through June 30, 2017
(the most recently completed fiscal year at the time of this analysis) that served as the basis of
the functionalization of the existing utility plant-in-service. Appendix A at the end of this report
provides the functionalization analysis of the existing utility plant-in-service for the System. The
functionalized existing utility plant-in-service as shown in Appendix A represents the original
installed cost of such assets (gross book value) when placed into service and represents all assets
2-4
in service as of June 30, 2017 that were provided by the City and detailed in the utility asset
records. This information represents the most current information available relative to the plant-
in-service to serve the existing and near-terrn future customer base of the utility system. The
assets represent "installed costs" and have not been restated to account for any fair market value
adjustments which would reflect current costs (would essentially assume that assets were
replaced with identical materials). If an asset had been replaced by the City as of June 30, 2017
and is now in service, such assets were considered since they are physically in-service and
represent the capital cost actually being incurred by the City to provide service to future
development (this also recognized that the asset that was replaced is retired and no longer in
service and was assumed to not be included in the fixed asset register provided to PRMG).
A summary of the categorization of the existing utility plant-in-service in Appendix A is shown
as follows:
Summary of Water Utility System Existing Assets(Gross Utility Plant) [1]
Function Amount Percent
Supply $8,901,401 3.8%
Treatment 40,463,874 17.2%
Transmission/Storage/Master Pumping 71,689,435 30.4%
Distribution/Collection[2] 110,703,253 46.9%
Meters/Services/Hydrants[2] 413,244 0.2%
General Plant[2] 3,671,798 1.6%
Total Gross Utility Plant In Service[3] $235,843,006 100.0%
[1] Amounts shown derived from utility asset records as of June 30, 2017 that were
provided by the City as shown in Appendix A.
[2] These asssets are not included in the water impact fee.
[3] Construction work-in-progress was not recognized since the projects have not yet
been completed and placed into service by the District and the corresponding
existing assets,if any,that would be retired or improved were not removed from the
fixed asset register.
In order to determine the amount of existing water supply/ treatment plant assets with capacity
available to meet future growth, it is necessary to estimate the amount of unused capacity in such
facilities. Table 2-1 at the end of this section provides an estimate of the unused capacity and the
allocated water supply and treatment plant costs available to meet future needs. This estimate for
water capacity and the allocation of existing plant to future growth was based on: i) the permitted
design capacity of the respective utility plant facilities; ii)the recognition of adjustments to
present the facility capacity on an average daily demand/ flow basis to be consistent with the
assumed level of service requirements (dependable daily capacity); and iii) actual use of such
facilities as experienced by the System service area through the Fiscal Year 2017. Based on this
analysis, it was estimated that the existing water supply and treatment plant facilities had the
following available capacity to meet future needs:
(Remainder of page left intentionally left blank)
2-5
Summary of Water Plant Capacity Available to Meet Future Demand
Water
Plants [1]
Total Permitted Capacity(Maximum Day-MGD) 25.744
Peaking Factor[2] 2.100
Plant Capacity Expressed on Average Daily Demand/Flow Basis 12.259
Less Existing Plant Utilization(ADF-MGD) 5.726
Net Available to Meet Future Service Area Needs 6.533
Estimated Percent of Total System Capacity 53.29%
MGD=Million Gallons Per Day
ADF=Average Daily Flow
[1]Amounts derived from Table 2-1.
[2]The utilized peaking factors are based on a review of historical peaking relationships experienced
by the System.
As shown above, it has been estimated that approximately 53.29% in existing water production
and treatment utility assets is allocable to serve future development. The water production/
treatment and wastewater treatment/ disposal capacity costs in the impact fee calculations
represent the average installed costs of existing capacity ("buy-in") as well as upgrades to such
assets (reflected in the CIP), a portion of which benefit new development.
ADDITIONAL CAPITAL INVESTMENT
As with any utility, the City is continually in the process of updating and expanding the water
and facilities to serve increasing demand; upgrade and improve service delivery and reliability;
and meet new regulatory requirements. In order to develop an impact fee that is consistent with
the capital costs of the System, the cost of the City's capital improvements that are anticipated to
meet future needs are included in the proposed water impact fees. The City staff provided the
most recent CIP, which outlines a number of capital improvements for the water system as
shown in Table 2-2 at the end of this section. Generally, these improvements are for
i) expansions of the System to meet new growth; ii)upgrades to existing assets which may
benefit both current and future users of the System (e.g., a transmission line upgrade or
improvements to increase reliability or comply with new regulatory requirements); and
iii) replacement of assets that only benefit current users of the System. Of these three types of
costs identified in the CIP, the cost associated with the replacement of assets is not included in
the proposed impact fees as these costs are not associated with providing capacity for new
development while the cost of system upgrades, which represent an enhanced level of service for
all users, and the cost of system expansion that directly benefits new development are included in
the proposed fees. Also, as required by Section 7-6-1601(1)(a) of the Code, all of the costs
included in the fees have a useful life of at least ten (10) years.
Table 2-3 at the end of this section provides a functional summary of all planned water
improvements and expansions for the System. Based on the functional categories previously
discussed, this step helps to ensure that only system level facilities such as treatment and
transmission facilities are included in the impact fee. Based on discussions with City staff and as
shown on Table 2-3, approximately $20.7 million of water supply and treatment capital projects
and $90.2 million of water storage, pumping, and transmission capital improvements have been
considered in the determination of the proposed water impact fees. Table 2-4 shows the
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allocation of functionalized CIP projects between existing users and future growth for the water
system.
DESIGN OF WATER IMPACT FEE
As shown on Table 2-5 at the end of this section, the proposed impact fee for the water system is
$2,687 per EDU. The costs included in the calculation of the fee reflect the proportionate share
of capital costs that meet the demands of future customers as identified in the City's fixed asset
records and CIP. The proposed charge is based on current estimates of capacity costs and is
reasonably comparable with those of other Montana utilities.
The major assumptions relied upon in the development of the proposed water impact fees are as
follows.
1. The existing water supply and treatment facilities have approximately 53.29% capacity
available to serve new growth based on: i) the design capacity of the existing water
treatment plant facilities; and ii) historical peak day to average daily flow relationships
based on information provided by the City. Therefore, the proposed impact fee is based on
the proportionate share of the existing plant capacity anticipated to serve new development
at original cost to recoup the estimated buy-in costs of new development.
2. The capital costs identified in the City's CIP are incorporated into the calculation of the
proposed impact fees as appropriate on a project-specific basis. Only the costs of those
facilities considered to be allocable to growth are included in the fee. For capital
expenditures, which are solely for the replacement of existing assets directly benefiting
only existing customers or considered as an on-site cost (provide service to a local area
such as a development that would normally be constructed and subsequently contributed to
the City by a developer), such amounts are not reflected as an appropriate cost to be
recovered from the application impact fees. A summary of capital improvement costs
considered in the development of the water impact fees is shown in Table 2-4 at the end of
this section.
3. For the capital costs identified as transmission system upgrades, which benefit both
existing and future users, the total cost of such improvements is recognized in the fee
analysis. Since the transmission function capacity is difficult to ascertain except at "build-
out" conditions, the total existing assets plus the planned expansions are recognized and
divided by total treatment plant capacity, thus estimating an average "buy-in" cost for new
users for this component of the System.
4. The level of service for a water EDU is assumed to be 222 gallons per day (gpd) expressed
on an average daily flow (ADF) basis based on: i) the single-unit residential per capita
water use during summer months per the Water Facility Plan Update dated July 2017; ii) a
9% adjustment for non-revenue water based on the historical average as reported in the
Water Facility Plan Update; and iii) the published 2.24 persons per household for the City
per the United States Census.
2-7
5. For the development of the proposed impact fees, no existing or planned capital facility
costs associated with distribution facilities have been included in the calculation of the
charge. Additionally, capital costs included in the development of the proposed impact fee
were reduced based upon amounts associated with grants received by the City and the
anticipated retirement of certain existing assets. PRMG did not recognize water supply
assets associated with acquiring water rights in the calculation of the proposed impact fees
since the City has a separate "cash-in-lieu of water rights" fee that is utilized to acquire
water rights.
6. In order to promote rational nexus provisions of the payment of the impact fees, a credit for
an assumed level of debt (external capital) that is paid by utility rate revenues has been
reflected in the determination of the fee. The calculation of the debt service credit is
summarized on Table 2-6 at the end of this report. The purpose of the credit is to recognize
that new growth will also pay monthly user charges (once such users become an active
customer) which have a debt component included in the rates for service that is allocable to
the construction of the growth-related projects. As such, it was assumed that a credit to the
impact fee would be appropriate. It should be recognized that the impact fees are a pledged
revenue for the repayment of debt and that the capacity of the existing facilities for which
debt has been issued is essentially at full utilization and therefore fully-funded from
existing users. Also the priority of use of the impact fees is to fund future capital
improvements and thus limit the issuance of future debt (which also provides a benefit to
the level of rates charged for monthly service). Additionally, all funds received from the
water impact fees are applied toward water-related capital projects or expansion-related
debt service requirements, thus providing rate benefit.
As shown on Table 2-5, the analysis utilizes estimated capital costs for the water
supply/treatment/transmission system, EDU service requirements, and current fixed asset and
plant capacity data for the water system. By designing the water impact fee to recover these
costs, an attempt is made to design a fee on a reasonable basis in order to reflect the cost of
capacity needed to meet the future growth of the water system. It should be noted that in the
event the construction costs, capacity requirements, or utility service area materially change from
what is reflected on Table 2-5, the water impact fee may need to be adjusted accordingly.
As shown on Table 2-5, the proposed water impact fee is recommended to be $2,687 per EDU.
Based on the capital facilities associated with the determination of the charge, the functional
breakdown of the components of the rate are as follows:
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2-8
Proposed Water Impact Fee Per EDU [*]
Water
Supply/ Water
Treatment Transmission Combined
Calculated Amount $1,007.24 $1,597.43
Administrative Allowance @ 5.0% 50.36 77.62
$1,057.60 $1,630,05
Recommended Fee Per EDU(Rounded) 1 057.00 1 630.00 2 687.00
Level of Service/Capacity Allocation Per EDU 222 222 222
Cost Per Gallon of Capacity $4.76 $7.34 IL2.10
[*]Amounts derived from Table 2-5.
EQUIVALENT DWELLING UNIT DETERMINATION METHODOLOGY
The City currently provides water service to residential and non-residential properties of the
system. For residential water service, the City charges a water treatment impact fee based on the
size of the residential home. For non-residential service, the City charges a water treatment
impact fee based on the size of the service meter. No changes to the application methodology
are proposed, however, this study updates the demand coefficients or EDUs for each category of
water service based on the most recently available information fiom the City. The existing
impact fee for the transmission component is currently charged per acre which does not
adequately reflect the demand for water transmission service. Therefore, PRMG recommends
that the City apply the transmission component of the water impact fee per EDU.
The City provided historical water demands by size of residential homes for the most recent two
(2) fiscal years. The average water demands over the period for each category of residential
properties were compared to the average water demands for the typical residential dwelling unit,
which includes residential homes between 1,801 to 2,000 square feet of living area. The
following table summarizes the proposed EDUs per residential home based on recent data:
Equivalent Residential Units by Square Feet of Living Area
for City Water System
Lower Limit Upper Limit EDU Factor[1]
0 1,400 0.70
1,401 1,600 0.89
1,601 1,800 0.94
1,801 2,000 1.00
2,001 2,200 1.07
2,201 2,400 1.13
2,401 2,600 1.19
2,601 2,800 1.21
2,801 3,000 1.27
Above 3,000 1.35
[1]Amounts based on historical water demands provided by the City.
2-9
For non-residential properties, the City applies the water treatment impact fee on a per meter
equivalent approach. Under this method, the impact fees for water service are based on rated
meter capacity information published by AWWA(e.g., in the M6 manual entitled JVater Meters).
Based on an analysis of the non-residential service demands when compared to residential
service, non-residential demands were 50% greater than the typical residential service.
Therefore, the following table summarizes the proposed EDUs per non-residential meter sizes:
Equivalent Non-residential Units by Meter Size
for City Water System
Rated Capacity
Meter Size (gallons per minute) [11 EDU Factor[2]
3/4" 30 1.50
1" 50 2.50
1-1/2" 100 5.00
2" 160 8.00
3" 300 15.00
[1]Amounts based on water meter data published by AWWA.
[2]Amounts calculated by dividing the rated capacity(gallons per minute)for each
meter size by the rated capacity for the smallest-sized 3/4"meter beginning at a
factor of 1.50 since non-residential demands are approximately 50% greater
than the typical residential service.
PROPOSED WATER IMPACT FEE SCHEDULE
Based on the proposed application methodology, the following water impact fees are proposed:
Proposed Residential Water Impact Fees
Transmission System Fee
Square Feet of Living Area Water Plant Fee Per Unit Per Unit
1400 or Less $740.00 $1,141.00
1401 to 1600 941.00 1,450.00
1601 to 1800 994.00 1,532.00
1801 to 2000 1,057.00 1,630.00
2001 to 2200 1,131.00 1,744.00
2201 to 2400 1,195.00 1,841.00
2401 to 2600 1,258.00 1,939.00
2601 to 2800 1,279.00 1,972.00
2801 to 3000 1,343.00 2,070.00
3001 or More 1,427.00 2,200.00
Group Quartets Per Person 475.00 733.00
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2-10
Proposed Nonresidential Water Impact Fees
Transmission System Fee
Meter Size Water Plant Fee Per Meter Per Meter
0.75-inch $1,586.00 $2,445.00
1-inch 2,643.00 4,075.00
1.5-inch 5,287.00 8,150.00
2-inch 8,460.00 13,040.00
3-inch 15,863.00 24,450.00
Above 3-inch Calculated Calculated
This schedule is also contained in Table ES at the beginning of this report.
CONCLUSIONS AND RECOMMENDATIONS
Based on our evaluation of the City's water impact fees, PRMG offers the following conclusions
and recommendations:
1. Pursuant to the analysis discussed herein, PRMG is of the opinion that the proposed water
impact fees are reasonable, are based on the requirements of Montana State Law, and
reflect the City's capital cost of providing capacity based on the proposed level of service.
As such, PRMG recommends that the City consider adjusting the existing water impact fee
to $2,687 per EDU.
2. Consistent with the practices of the City, PRMG recommends that the City continue to
apply the water treatment portion of the residential impact fees based on the size of the
residential home and non-residential impact fees based on the size of the service meter. For
the transmission component of the water impact fees, PRMG recommends that the City
charge such fees on a consistent basis with the treatment component, rather than on a per
acre basis. The proposed schedule of water impact fees is shown in Table ES-1 at the
beginning of this report.
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2-11
Table 2-1
City of Bozeman,Montana
Water Impact Fee Study
Development of Existing Water Treatment Facility
Capacity Available to Serve System Growth
Line Water
No. Description System
Existing Permitted Plant Capacity of System(MGD):[1]
Water System
1 Sourdough Water Treatment Plant 22.000
Lyman Creek Reservoir
2 Peak Production-Gallons Per Minute(Per July 2017 Water Facility Plan Update) 2,600
3 Lyman Creek Reservoir Peak Production Capacity(MGD) 3.744
4 Total Production/Treatment 25.744
5 Peaking Factor[2] 2.100
6 Adjustment to Reflect Average Daily Flow of Plant Capacity (13.485)
7 Existing Plant Capacity of System-Average Daily Flow Basis(MGD)[3] 12.259
8 Average Daily Flow[4] 5.726
9 Remaining Capacity(ADF) 6.533
10 Percent of Total Capacity Allocable to Growth 53.29%
Capital Costs of Production/Treatment Facilities:
11 Existing City-Owned Facility Costs[5] $ 49,365,275
12 Additional Costs[6] 20,196,880
13 Less Assumed Retirements[6] (1,626,266)
14 Less Grant Funds and Other Contributions[7] (2,154,753)
15 Total Capital Costs of Existing Facilities 65,781,136
16 Estimated Amount Allocable to Incremental Growth $ 35,055,215
MGD=Million Gallons Per Day
ADF=Average Daily Flow
Footnotes on following page.
2-12
Table 2-1
City of Bozeman,Montana
Water Impact Fee Study
Development of Existing Water Treatment Facility
Capacity Available to Serve System Growth
Footnotes:
[1] For the water system,reflects current maximum day permitted capacity of water treatment facility as provided by the City.
[2] The 2.1 peaking factor utilized for the water treatment plant was based on a review of peak-to-average day relationships as
represented in the monthly operating reports for the water system plants.
[3] Reflects capacity expressed on an average daily flow basis.
[4] Average daily flow data calculated as follows:
Water System:
Total Water Peaking
Fiscal Year Flow(MGD) Factor
2013 5.458 2.095
2014 5.214 2.155
2015 5.170 2.106
2016 5.464 2.137
2017 5.726 1.986
Five-Year Maximum 5.726 2.155
Five-Year Average 5.406 2.096
Peaking Factor to Use for Impact Fee Design 2.100
[5] Derived from Appendix A,Line 742. Based on summary of utility asset records provided by the City.
[6] Derived from Table 2-4,Line 14. Based on capital improvement program associated with upgrades,renewals and replacements
of the water system.
[7] Derived from Appendix A,Line 744.
2-13
Table 2-2
City of Bozeman,Montana
Water Impact Fee Study
Multi-Year Estimated Capitol Improvement Program Summa
Projected Fiscal Year Ending September 30,
Line Project Budgeted Adjusted
No. ID Department Description 2018 Adjustments 2018 2019 2020 2021 2022 2023 Unscheduled Total
WATER CAPITAL IMPROVEMENT PROGRAM
Water Fund(Renewals,Replacements,and Upgrades)
1 PW04 Engineering Property on Comer of Aspen and Rouse $ 100,000 $ - $ 100,000 $ - $ - $ - $ - $ - $ - $ 100,000
2 W03 Engineering Annual Water Pipe Replacement Program-Design 22,500 - 22,500 22,500 22,500 22,500 22,500 22,500 - 135,000
3 W04-18 Engineering Water Pipe Replacement 2018 1,200,000 - 1,200,000 - - - - - - 1,200,000
4 W04-19 Engineering Water Pipe Replacement 2019 - - - 1,200,000 - - - - - 1,200,000
5 W04-20 Engineering Water Pipe Replacement 2020 - - - - 1,200,000 - - - - 1,200,000
6 W04-21 Engineering Water Pipe Replacement 2021. - - - - - 1,200,000 - - - 1,200,000
7 W04-22 Engineering Water Pipe Replacement 2022 - - - - - - 1,200,000 - - 1,200,000
8 W04-23 Engineering Water Pipe Replacement 2023 - - - - - - - 1,200,000 - 1,200,000
9 GF227 Finance ERP Replacenent'Sungard Replacement/Upgradc" - - - - - - - - 333,333 333,333
10 GIS03 GIs Asset Management Software - - - - 50,000 - - - - 50,000
I I GISO4 GIs Aerial Photography 85,000 - 85,000 - - 85,000 - - - 170,000
12 GIS05 GIs LiDAR Data Collection Equipment 75,000 - 75,000 - - - - - - 75,000
13 GIS06 GIs GPS System Replacement 17,500 - 17,500 17,500 - - - - - 35,000
14 GIS08 GIs Large Fomtat Plotter-Replacement - - - 20,000 - - - - - 20,000
15 GIS12 GIs FME Server - - - 20,000 - _ _ _ _ 20,000
16 G1SI1 Pubworks Ad Computer Replacements 15,200 - 15,200 49,048 45,369 30,125 59,231 52,291 - 251,264
17 PW04 Public Works Public Works Shops Master Plan - - - 20,000 - - - - - 20,000
18 PW05 Public Works Public Works Shops Facility Construction - - - - 670,000 - - - - 670,000
19 GIS13 SCADA Vertical Asset Risk Assessment(Phase 2) - - - - _ _ _ _ 85,000 85,000
20 GIS14 SCADA Vertical Asset Risk Assessment(Phase 1) - - - - - - - - 20,000 20,000
21 GIS14 SCADA SCADA Upgrades and Improvements - - - - - - 2,100,000 - - 2,100,000
22 GIS15 SCADA SCADA Master Plan 150,000 - 150,000 - - - - - - 150,000
23 GIS15 SCADA GIs Field Vehicle Replacement - - - 26,000 - - _ _ - 26,000
Meters,Transducers,and Communications(Replacement SCADA Radio
24 W66 SCADA and Strap On Flow Meter) 10,000 - 10,000 10,000 10,000 10,000 10,000 10,000 - 60,000
25 WC01 Water Conservation Landscape Architect Medians and Boulevards 45,000 - 45.000 - - - - - - 45,000
26 WCO2 Water Conservation Meter Software Subscription 60,000 - 60,000 36,000 36,000 36,000 36,000 36,000 - 240,000
27 WC03 Water Conservation Municipal Watershed Data Collection - - - 50,000 - _ _ _ _ 50,000
28 WC04 Water Conservation Drought Tolerant Demonstration Garden 45,000 - 45,000 - - _ _ _ - 45,000
29 WIF39 Water Impact Fees Sourdough Transmission Main-Phase 1 310,000 - 310,000 - - - - - - 310,000
30 WIF40 Water Impact I= Sourdough Transmission Main-Phase 2 - - - - 480,000 - - - - 480,000
31 W1F45 Water Impact Fees Debt Service for Borrowing-Transmission Main - _ _ _ _ 30,000 30,000 30,000 380,000 470,000
32 W47 Water Ops Replace#2647-1998 1/2 Ton Chevy Pickup - - - - - 27,000 - - - 27,000
33 W49 Water Ops Replace#3078-2002 1/2 Ton Chevy Pickup - - - - - - 27,000 - - 27,000
34 W51 Water Ops Replace#2529-1997 1 Ton Chevy Truck(Valve Truck 45,000 - 45,000 - - _ _ _ _ 45,000
35 W68 Water Ops Wheeled Excavator - - - - _ _ _ _
151,000 151,000
36 W69 Water Ops Water System Condition Assessment 100,000 - 100,000 - 100,000 - 100,000 - - 300,000
37 W70 Water Ops North 5038 Zone Feed-New Source of Supply - - - - 66,890 - - - - 66,880
38 W71 Water Ops PRV Phase 2-Automation and Instrumentation Upgrades - - - - _ _ 6,710,000 - - 6,710,000
39 W72 Water Ops PRV Phase I-Mechanical and Structural Upgrades - - - 1,750,000 - _ _ _ _ 1,750,000
40 W73 Water Ops PRV Abandonments(Approximately 6 Sites) - - - - _ _ _ - 510,106 510,106
41 W74 Water Ops Pear St.Booster Station Upgrade 547,000 - 547,000 - - _ _ _ _ 547,000
42 W75 Water Ops Lead Service Line Replacement 200,000 - 200,000 200,000 - - - - - 400,000
43 W85 Water Ops South University District 12"Water Main - - - 296,509 - - - - - 296,509
44 W56 WTP WTP Facility R&R 40,000 - 40,000 40,000 40,000 40,000 40,000 40,000 - 240,000
45 W57 WTP WTP Facility Engineering and Optimization 20,000 - 20,000 20,000 20,000 20,000 20,000 20,000 - 120,000
46 W58 WTP Module Replace Fund 50,000 - 50,000 50,000 50,000 50,000 50,000 50,000 - 300,000
47 W59 WTP Replace#1422-1992 Toyota Pickup 30,000 - 30,000 - - - - - - 30,000
48 W62 WTP Replace#3446-WTP GMC Sierra Pickup - - - - 45,000 - - - - 45,000
49 W63 WTP Sourdough Watershed Fuel Reduction - - - 400,000 - - - - - 400,000
50 W77 WTP Control Server Replacement 25,000 - 25,000 - - _ _ _ _ 25,000
51 W79 WTP Hilltop Tank Inspection and Mixing System - - - 130,000 - - - - - 130,000
52 W79 WTP Hyalite Dam and Reservoir Optimization Improvements - - - - - 4,000,000 - - - 4,000,000
53 W80 WTP Watershed and Reservoir Optimization Study 150,000 - 150,000 - - - - - - 150,000
54 W81 WTP Communications Tower at the Sourdough Reservoir. 25,000 - 25,000 - _ _ _ _ _ 25,000
55 W82 WTP Lyman Transmission Main Condition Assesmcnt 150,000 - 150,000 - - - _ _ _ 150,000
56 W83 WTP Sourdough Intake Improvements - - - - - - - - 2,000,000 2,000,000
57 W84 WTP Sourdough Tank Inspection and Improvements - - - - 600,000 - - - - 600,000
2-14
Table 2-2
City of Bozemaq Montana
Water Impact Fee Study
Multi-Year Estimated Capital Improvement Proeram Summary
Projected Fiscal Year Ending September 30
Line Project Budgeted Adjusted
No. ID Department Description 2018 Adjustments 2019 2019 2020 2021 2022 2023 Unscheduled Total
58 W86 WTP Sourdough Diversion Cleanout - - - 25,000 - - - - - 25000
59 W87 WTP Lyman Tani:and Transmission Main Design - - - 500,000 - - - - - 500:000
60 W88 WTP Lyman Tank and Transmission Main Construction - - - - - 10,000,000 - - - 10,000,000
61 Subtotal-Water Fund(Renewals,Replacements,and Upgrades) $ 3,517,200 $ - $ 3,517,200 $ 4,882,557 $ 3,435,749 $ 15,550,625 $ 10,404,731 $ 1,460,791 $ 3,479,439 $ 42,731,092
Water Impact Fees(Growth Projects)
62 W1F05 Water Impact Fees West Transmission Main-Phase l Construction $ - $ - $ - $ - $ - $ - $ _ $ _ $ 28,006,293 $ 29,006,293
63 WIF14 Water Impact Fees Loan Debt Service-WTP 5.3MG Concrete Water Storage Reservoir 600,000 - 600,000 600,000 600,000 600,000 600,000 - 6,800,000 9,800,000
64 WIF21 Water Impact Fees S I th 12"Water Main Extension - - - 136,010 - - - - - 136,010
65 WIF25 Water Impact Fees Davis 12"Water Main and Valley Center 16'Water Main Extension - - - - 725,729 - - - - 725,729
66 WIF27 Water Impact Fees 5126 West Sourdough Reservoir 1 - - - - - - - - 9,757,500 9,757,500
67 WIF28 Water Impact Fees 5126 West Sourdough Reservoir 1 Siting - - - - - 350,000 - - 350,000
68 WIF30 Water Impact Fees East Transmission Main - - - - - - - - 7,167,372 7,167,372
69 WIF31 Water Impact Fees Groundwater Test Well 400,000 - 400,000 - - - - - - 400,000
70 WIF32 Water Impact Fees Groundwater Wellficld and Transmission Construction - - - - - 8,000,000 - - - 8,000,000
71 WIF33 Water Impact Fees Groundwater Wellficld and Transmission Main Design - - - 500,000 - - - - - 500,000
72 WIF36 Water Impact Fees West Transmission Main Planning Study - - - - - - - - 400,000 400,000
73 WIF37 Water Impact I= Sourdough Canyon Natural Storage-Planning and Design - - - - 150,000 - - - 350,000 500,000
74 WIF39 Water Impact Fees Sourdough Canyon Natural Storage Construction - - - - - - - 8,000,000 8,000,000
75 WIF39 Water Impact Fees Sourdough Transmission Main-Phase 1 2,790,000 - 2,790,000 - - - - _ - 2,790,000
76 WIF40 Water Impact Fees Sourdough Transmission Main-Phase 2 - - - - 4,320,000 - - - - 4,320,000
77 WIF41 Water Impact Fees West Transmission Main-Phase l Design - - - - - - - - 2,907,235 2,907,235
78 WIF42 Water Impact Fees West Transmission Main-Phases 2-5 Design and Construction - - - - - - - - 61,669,396 61,669,396
79 WIF43 Water Impact Fees Debt Service for Borrowing-Wellfield - - - - - - 1,000,000 1,000,000 10,800,000 12,800,000
78 WIF45 Water Impact Fees Debt Service for Borrowing-Transmission Main - - - - - 305,000 305,000 305,000 3,445,000 4,360,000
79 WIF46 Water Impact Fees Water Main Oversizing,Oak St and Ryan Sun Way - - - 107,000 - - - - - 107,000
80 WIF47 Water Impact Fees Grafand S.27th Water Transmission Main Oversizing - - - - 150,000 - - - - 150,000
80 WIF48 Water Impact Fees 4975 Southwest Reservoir 1 - - - - - - - - 9,757,500 9,757,500
81 Subtotal-Water Impact Fees(Growth Projects) $ 3,790,000 $ - $ 3,790,000 $ 1,343,010 $ 5,945,729 $ 9,255,000 $ 1,905,000 $ 1,305,000 $ 149,060,296 $ 172,604,035
82 TOTAL WATER CAPITAL IMPROVEMENT PROGRAM $ 7,307,200 $ - $ 7,307,200 $ 6,2 55,567 $ 9,381,478 $ 24,805,625 $ 12,009,731 $ 2,765,791 $ 152,339,735 $ 215,335,127
2-15
Table 2-3
City of Bozeman,Montana
Water Impact Fee Study
Summary of Capital Improvement Program By Plant Function
Adjustments to Adjustments to Adjustments to
Adjustments to Adjustments to Remove Project Remove Project Remove Project
Remove General- Remove Debt Costs Considered Costs to Be Costs to Be Net Amount Functional Category
Line Project Estimated Total Related Project Service 100%Allocable to Paid in Full By Paid in Full By For Future Allocation Supply and Storage,Pumping,
No. ID Project Description Capital Cost[1] Costs[2] Placeholders[3] Existing Users Developers Grants Expenditures Reference Treatment and Transmission Distribution
WATER CAPITAL IMPROVEMENT PROGRAM
Water Fund(Renewals,Replacements,and Upgrades)
1 PW04 Property on Corner of Aspen and Rouse 5100,000 s0 $0 s0 s0 s0 $100,000 Distribution s0 s0 $100,000
2 W03 Annual Water Pipe Replacement Program-Design 135,000 0 0 0 0 0 135,000 W-TR-DistWeight 0 49,681 85,319
3 W04-18 Water Pipe Replacement 2018 1,200,000 0 0 0 0 0 1,200,000 W-TR-DistWeight 0 441,606 758,394
4 W04-19 Water Pipe Replacement2019 1,200,000 0 0 0 0 0 1,204000 W-TR-DistWeight 0 441,606 758,394
5 W04-20 Water Pipe Replacement 2020 1.200,000 0 0 0 0 0 1,200,000 W-TR-DistWeight 0 441,606 758.394
6 W04-21 Water Pipe Replacement 2021 1,200,000 0 0 0 0 0 1,200,000 W-TR-DistWeight 0 441,606 758,394
7 W04-22 Water Pipe Replacement 2022 1,200,000 0 0 0 0 0 1,200,000 W-TR-DistWeight 0 441,606 758,394
8 W04-23 Water Pipe Replacement 2023 1,200,000 0 0 0 0 0 1,200,000 W-TR-DistWeight 0 441,606 758,394
9 GF227 ERP Replacement"Sungard Replacement/Upgrade" 333,333 0 0 0 0 0 333,333 W-Assets 70,875 102,926 159,532
10 GIS03 Asset Management Software 50,000 0 0 0 0 0 50,000 W-Assets 10,631 15,439 23,930
11 GIS04 Aerial Photography 170=0 (170,000) 0 0 0 0 - N/A 0 0 0
12 GISOS LiDAR Data Collection Equipment 75,000 (75,000) 0 0 0 0 - N/A 0 0 0
13 GIS06 GPS System Replacement 35.000 (35,000) 0 0 0 0 - N/A 0 0 0
14 GISO8 Large Format Plotter-Replacement 20.000 (20,000) 0 0 0 0 - N/A 0 0 0
15 GIS12 FME Server 20,000 (20,000) 0 0 0 0 - N/A 0 0 0
16 GISII Computer Replacements 251,264 (251,264) 0 0 0 0 - N/A 0 0 0
17 PW04 Public Works Shops Master Plan 20,000 (20,000) 0 0 0 0 - N/A 0 0 0
18 PW05 Public Works Shops Facility Construction 670,000 0 0 0 0 0 670.000 Distribution 0 0 670,000
19 GISI3 Vertical Asset Risk Assessment(Phase 2) 85,000 (85,000) 0 0 0 0 - N/A 0 0 0
20 GIS14 Vertical Asset Risk Assessment(Phase l) 20,000 (20,000) 0 0 0 0 - N/A 0 0 0
21 GIS14 SCADA Upgrades and Improvements 2,100,000 0 0 0 0 0 2,100,000 W-Assets 446,511 648,434 1,005,054
22 GIS15 SCADA Master Plan 150,000 (150.000) 0 0 0 0 - N/A 0 0 0
23 GIS15 GIS Field Vehicle Replacement 26.000 (26,000) 0 0 0 0 - N/A 0 0 0
Meters,Transducers,and Communications(Replacement SCADA Radio
24 W66 and Strap On Flow Meter) 60,000 0 0 (60,000) 0 0 - N/A 0 0 0
25 WC01 Landscape Architect Medians and Boulevards 45,000 (45,000) 0 0 0 0 - N/A 0 0 0
26 WCO2 Meter Software Subscription 240,000 0 0 0 0 0 240,000 Distribution 0 0 240,000
27 WC03 Municipal Watershed Data Collection 50,000 (50,000) 0 0 0 0 - N/A 0 0 0
28 WC04 Drought Tolerant Demonstration Garden 45.000 (45,000) 0 0 0 0 - N/A 0 0 0
29 WIF39 Sourdough Transmission Main-Phase 1 310,000 0 0 0 0 0 310,000 Transmission 0 310,000 0
30 WIF40 Sourdough Transmission Main-Phase 2 480,000 0 0 0 0 0 480,000 Transmission 0 480,000 0
31 WIF45 Debt Service for Borrowing-Transmission Main 470,000 0 (470,000) 0 0 0 - N/A 0 0 0
32 W47 Replace#2647-1998 1/2 Ton Chevy Pickup 27,000 (27,000) 0 0 0 0 - N/A 0 0 0
33 W49 Replace#3078-2002 1/2 Ton Chevy Pickup 27,000 (27,000) 0 0 0 0 - N/A 0 0 0
34 W51 Replace#2529-1997 1 Ton Chevy Truck/Valve Truck 45,000 (45.000) 0 0 0 0 - N/A 0 0 0
35 W68 Wheeled Excavator 151,000 (151,000) 0 0 0 0 - N/A 0 0 0
36 W69 Water System Condition Assessment 300.000 (300,000) 0 0 0 0 - N/A 0 0 0
37 W70 North 5038 Zone Feed-New Source of Supply 66,890 0 0 0 0 0 66,880 Treatment 66,880 0 0
38 W71 PRV Phase 2-Automation and Instrumentation Upgrades 6,710,000 0 0 0 0 0 6,710,000 Transmission 0 6,710,000 0
39 W72 PRV Phase 1-Mechanical and Structural Upgrades 1,750,000 0 0 0 0 0 1,750,000 Transmission 0 1,750,000 0
40 W73 PRV Abandonments(Approximately 6 Sites) 510,106 (SIO,106) 0 0 0 0 - N/A 0 0 0
41 W74 Pear St.Booster Station Upgrade 547,000 0 0 0 0 0 547,000 Transmission 0 547,000 0
42 W75 Lead Service Line Replacement 400,000 0 0 0 0 0 400,000 Distribution 0 0 400,000
43 W85 South University District 12"Water Main 296,509 0 0 0 0 0 296,509 Transmission 0 296,509 0
44 W56 WTP Facility R&R 240,000 0 0 (240,000) 0 0 - N/A 0 0 0
45 W57 WTP Facility Engineering and Optimization 120,000 (120,000) 0 0 0 0 - N/A 0 0 0
46 W58 Module Replace Fund 300,000 0 0 (300,000) 0 0 - N/A 0 0 0
47 W59 Replace#1422-1992 Toyota Pickup 30,000 (30,000) 0 0 0 0 - N/A 0 0 0
48 W62 Replace#3446-WTP GMC Sierra Pickup 45,000 (45,000) 0 0 0 0 - N/A 0 0 0
49 W63 Sourdough Watershed Fuel Reduction 400,000 0 0 0 0 (400,000) - N/A 0 0 0
50 W77 Control Server Replacement 25,000 (25,000) 0 0 0 0 - N/A 0 0 0
2-16
Table 2-3
City of Bozeman,Montana
Water Impact Fee Study
Summary of Capital Improvement Program By Plant Function
Adjustments to Adjustments to Adjustments to
Adjustments to Adjustments to Remove Project Remove Project Remove Project
Remove General- Remove Debt Costs Considered Costs to Be Costs to Be Net Amount Functional Category
Line Project Estimated Total Related Project Service 100%Allocable to Paid in Full By Paid in Full By For Future Allocation Supply and Storage,Pumping,
No. ID Project Description Capital Cost[I] Costs[2) Placeholders[3] Existing Users Developers Grants Expenditures Reference Treatment and Transmission Distribution
51 W78 Hilltop Tank Inspection and Mixing System 130,000 0 0 0 0 0 130,000 Treatment 130,000 0 0
52 W79 Hyalite Dam and Reservoir Optimization Improvements 4,000,000 (4,000,000) 0 0 0 0 - N/A 0 0 0
53 W80 Watershed and Reservoir Optimization Study 150,000 (150,000) 0 0 0 0 - N/A 0 0 0
54 W81 Communications Tower at the Sourdough Reservoir. 25,000 (25,000) 0 0 0 0 - N/A 0 0 0
55 W82 Lyman Transmission Main Condition Assesment 150,000 (150,000) 0 0 0 0 - N/A 0 0 0
56 W83 Sourdough Intake Improvements 2,000,000 0 0 0 0 0 2,000,000 Treatment 2,000,000 0 0
57 W84 Sourdough Tank Inspection and Improvements 600,000 0 0 0 0 0 600,000 Treatment 600,000 0 0
58 W86 Sourdough Diversion Cleanout 25,000 (25,000) 0 0 0 0 - N/A 0 0 0
59 W87 Lyman Tank and Transmission Main Design 500,000 0 0 0 0 0 500,000 Transmission 0 500,000 0
60 W88 Lyman Tank and Transmission Main Construction 10,000,000 0 0 0 0 0 10,000,000 Transmission 0 10,000,000 0
61 Subtotal-Water Fund(Renewals,Replacements,and Upgrades) $42,731,092 (56,642,370) (5470,000) ($600,000) $0 ($400,000) 534,618,722 $3,324,897 $24,059,626 $7,234,198
Water Impact Fees(Growth Projects)
62 WIF05 West Transmission Main-Phase 1 Construction 528,006,293 $0 $0 $0 $0 $0 $28,006,293 Transmission s0 $28,006,293 $0
63 WIF14 Loan Debt Service-WTP 5.3MG Concrete Water Storage Reservoir 9,800,000 0 (9,800,000) 0 0 0 - N/A 0 0 0
64 WIF21 S I Ith 12"Water Main Extension 136,010 0 0 0 0 0 136,010 Transmission 0 136,010 0
65 WIF25 Davis 12"Water Main and Valley Center 16"Water Main Extension 725,729 0 0 0 0 0 725,729 Transmission 0 725,729 0
66 WIF27 5126 West Sourdough Reservoir 1 9,757,500 0 0 0 0 0 9,757,500 Transmission 0 9,757,500 0
67 WIF28 5126 West Sourdough Reservoir 1 Siting 350,000 0 0 0 0 0 350,000 Transmission 0 350,000 0
68 WIF30 East Transmission Main 7,167,372 0 0 0 0 0 7,167,372 Transmission 0 7,167,372 0
69 WIF31 Groundwater Test Well 400,000 0 0 0 0 0 400,000 Treatment 400,000 0 0
70 WIF32 Groundwater Welifield and Transmission Construction 8,000,000 0 0 0 0 0 8,000,000 Treatment 8,000,000 0 0
71 WTF33 Groundwater Welifield and Transmission Main Design 500,000 0 0 0 0 0 500,000 Treatment 500,000 0 0
72 WIF36 West Transmission Main Planning Study 400,000 (400,000) 0 0 0 0 - N/A 0 0 0
73 WIF37 Sourdough Canyon Natural Storage-Planning and Design 500,000 0 0 0 0 0 500,000 Treatment 500,000 0 0
74 WIF38 Sourdough Canyon Natural Storage Construction 8,000,000 0 0 0 0 0 8,000,000 Treatment 8,000,000 0 0
75 WIF39 Sourdough Transmission Main-Phasel 2,790,000 0 0 0 0 0 2,790,000 Transmission 0 2,790,000 0
76 WIF40 Sourdough Transmission Main-Phasel 4,320,000 0 0 0 0 0 4,320,000 Transmission 0 4,320,000 0
77 WIF41 West Transmission Main-Phasel Design 2,907,235 0 0 0 0 0 2,907,235 Transmission 0 2,907,235 0
78 WIF42 West Transmission Main-Phases 2-5 Design and Construction 61,669,396 0 0 0 (61,669,396) 0 - N/A 0 0 0
79 WIF43 Debt Service for Borrowing-Wellfield 12,800,000 0 (12,800,000) 0 0 0 - N/A 0 0 0
80 WIF45 Debt Service for Borrowing-Transmission Main 4,360,000 0 (4,360,000) 0 0 0 - N/A 0 0 0
81 WIF46 Water Main Oversizing,Oak St and Ryun Sun Way 107,000 0 0 0 0 0 107,000 Transmission 0 107,000 0
82 WIF47 Grafand S.27th Water Transmission Main Oversizing 150,000 0 0 0 0 0 150,000 Transmission 0 150,000 0
83 WIF48 4975 Southwest Reservoir 1 9,757,500 0 0 0 0 0 9,757,500 Transmission 0 9,757,500 0
84 Subtotal-Water Impact Fees(Growth Projects) $172,604,035 ($400,000) ($26,960,000) $0 ($61,669,396) $0 583,574,639 $17,400,000 $66,174,639 $0
85 TOTAL WATER CAPITAL IMPROVEMENT PROGRAM $215,335,127 ($7,042,370) ($27,430,000) (5600,000) ($61,669,396 ($400,000) $118,193,361 $20,724,897 $90,234,265 $7,234,198
Footnotes:
[I] Amounts reflect total cost as contained in the multi-year capital improvement program provided by the City.
[2] Adjustments to exclude vehicles,equipment,studies,and items that might be classified as operating expenses.
[3] The project costs anticipated to be financed with debt are reflected under other project ID's.
2-17
Table 2-4
City of Bozeman,Montana
Water Impact Fee Study
Summary of Capital Improvement Program Recognized in Water Svstem Impact Fees
Assumed
Adjusted Original Estimated Amount Recognized[4] Percent to
Line Project Project Project In-Scrvice Original New Facilities/ Recognize
No. ID Project Description Cost[1] Status Date[2] Cost(3] Upgrades[51 Expansion Future/Direct for Expansion
WATER TREATMENT PROJECTS
Water Fund(Renewals,Replacements,and Upgrades)
1 GF227 ERP Replacement"Sungard Replacemcnt/Upgrade" $70,875 Upgrade 1999 $38,534 S70,875 $0 $0 0.00%
2 GIS03 Asset Management Software 10,631 New N/A N/A 10,631 0 0 0.00%
3 W70 North 5038 Zone Feed-New Source of Supply 66,880 New N/A N/A 66,880 0 0 0.00%
4 W78 Hilltop Tank Inspection and Mixing System 130,000 Upgrade 1948 16,091 130,000 0 0 0.00%
5 W83 Sourdough Intake Improvements 2,000,000 Upgrade 2002 1,186,281 2,000,000 0 0 0,00%
6 W84 Sourdough Tank Inspection and Improvements 600,000 Upgrade 1957 96,428 600,000 0 0 0.00%
7 Subtotal-Water Fund(Renewals,Replacements,and Upgrades) $3.324,897 $1,626,266 S2,796,880 $0 $0 0.00%
Water Impact Fees(Growth Projects)
8 WIF31 Groundwater Test Well $400,000 New N/A N/A $400,000 0 0 0.00%
9 WIF32 Groundwater Wellfield and Transmission Construction 8,000,000 New N/A N/A 8,000,000 0 0 0.00%
10 WIF33 Groundwater Wellfield and Transmission Main Design 500,000 New N/A N/A 500,000 0 0 0.00%
11 WIF37 Sourdough Canyon Natural Storage-Planning and Design 500,000 New N/A N/A 500,000 0 0 0.00%
12 WIF38 Sourdough Canyon Natural Storage Construction 8,000,000 New N/A N/A 8,000,000 0 0 0.00%
13 Subtotal-Water Impact Fees(Growth Projects) $17,400,000 SO $17,400,000 $0 $0 0.00%
14 Total Water Treatment Projects $20,724,897 $1,626,266 $20,196,880 $0 $o 0.00%
WATER TRANSMISSION PROJECTS
Water Fund(Renewals,Replacements,and Upgrades)
15 W03 Annual Water Pipe Replacement Program-Design $49,681 Replacement 1948 $4,490 S49,681 $0 $0 0.00%
16 W04-18 Water Pipe Replacement 2018 441,606 Replacement 1948 39,913 441,606 0 0 0.00%
17 W04-19 Water Pipe Replacement2019 441,606 Replacement 1948 39,913 441,606 0 0 0.00%
18 W04-20 Water Pipe Replacement 2020 441,606 Replacement 1948 39,913 441,606 0 0 0.00%
19 W04-21 Water Pipe Replacement 2021 441,606 Replacement 1948 39,913 441,606 0 0 0.00%
20 W04-22 Water Pipe Replacement 2022 441,606 Replacement 1948 39,913 441,606 0 0 0.00%
21 W04-23 Water Pipe Replacement 2023 441,606 Replacement 1948 39,913 441,606 0 0 0.00%
22 GF227 ERP Replacement"Sungard Replacement/Upgrade" 102,926 Upgrade 1999 51,056 102,926 0 0 0.00%
23 GIS03 Asset Management Software 15,439 New N/A N/A 15,439 0 0 0.00%
24 GIS 14 SCADA Upgrades and Improvements 648,434 Upgrade 2003 367,607 648,434 0 0 0.00%
25 WIF39 Sourdough Transmission Main—Phase 1 310,000 Reliability N/A N/A 310,000 0 0 0.00%
26 WIF40 Sourdough Transmission Main—Phase 2 480,000 Reliability N/A N/A 480,000 0 0 0.00%
27 W71 PRV Phase 2-Automation and Instrumentation Upgrades 6,710,000 Upgrade 2008 4,495,053 6,710,000 0 0 0.00%
28 W72 PRV Phase 1-Mechanical and Structural Upgrades 1,750,000 Upgrade 2008 1,172,331 1,750,000 0 0 0.00%
29 W74 Pear St.Booster Station Upgrade 547,000 Upgrade 1958 69,032 547,000 0 0 0.00%
30 W85 South University District 12"Water Main 296,509 New N/A N/A 296,509 0 0 0.00%
31 W87 Lyman Tank and Transmission Main Design 500,000 Upgrade 1988 171,792 500,000 0 0 0.00%
32 W88 Lyman Tank and Transmission Main Construction 10,000,000 Upgrade 1988 3,435,840 10,000,000 0 0 0.00%
33 Subtotal-Water Fund(Renewals,Replacements,and Upgrades) $24,059,626 $10,006,677 S20,593,509 $0 $0 0.00%
2-18
Table 2-4
City of Bozeman,Montana
Water Impact Fee Study
Summary of Capital Improvement Program Recognized in Water System Impact Fees
Assumed
Adjusted Original Estimated Amount Recognized[4] Percent to
Line Project Project Project In-Service Original New Facilities/ Recognize
No. ID Project Description Cost[11 Status Date[21 Cost[31 Upgrades[5] Expansion Future/Direct for Expansion
Water Impact Fees(Growth Projects)
34 WIF05 West Transmission Main-Phase I Construction $28,006,293 New N/A N/A 0 $28,006,293 $0 100.00%
35 WIF21 S IIth 12"Water Main Extension 136,010 New N/A N/A 0 136,010 0 100.00%
36 WIF25 Davis 12"Water Main and Valley Center 16"Water Main Extension 725,729 New N/A N/A 0 725,729 0 100.00%
37 WIF27 5126 West Sourdough Reservoir 1 9,757,500 New N/A N/A 0 9,757,500 0 100.00%
38 WIF28 5126 West Sourdough Reservoir i Siting 350,000 New N/A N/A 0 350,000 0 100,00%
39 WIF30 East Transmission Main 7,167,372 New N/A N/A 0 7,167,372 0 100.00%
40 WIF39 Sourdough Transmission Main—Phase 1 2,790,000 New N/A N/A 0 2,790,000 0 100.00%
41 WIF40 Sourdough Transmission Main—Phase 2 4,320,000 New N/A N/A 0 4,320,000 0 100.00%
42 WIF41 West Transmission Main-Phase I Design 2,907,235 New N/A N/A 0 2,907,235 0 100,00%
43 WIF46 Water Main Oversizing,Oak St and Ryan Sun Way 107,000 New N/A N/A 0 107,000 0 100.00%
44 WIF47 Graf and S.27th Water Transmission Main Oversizing 150,000 Now N/A N/A 0 150,000 0 100.00%
45 WIF48 4975 Southwest Reservoir 1 9,757,500 New N/A N/A 0 9,757,500 0 100.00%
46 Subtotal-Water Impact Fees(Growth Projects) $66,174,639 $0 $0 $66,174,639 $0 100,00%
47 Total Water Transmission Projects $90,234,265 510,006,677 $20,593,509 566,174,639 $0 73.34%
48 TOTAL WATER PROJECTS $110,959,163 511,632,942 $40,790,389 566,174,639 $0 59.64%
Footnotes on following page.
2-19
Table 2-4
City of Bozeman,Montana
Water Impact Fee Study
Summary of Capital Improvement Program RecoEnized in Water System Impact Fees
Footnotes:
[1] Amounts shown are derived from Table 2-3 and do not include any capital expenditures classified as distribution-related or collection-related.
[2] Original in-service date is based on discussions with City staff regarding the approximate age of assets being upgraded or replaced.
[3] Amount shown was determined by discounting the projected(replacement)cost by an inflationary factor as measured by theEngineering News-Record(ENR)Construction Cost
Index applied to the estimated number of years in service.
[4] For any replacement projects recognized in fee,amount derived by subtracting the estimated original cost from the new project cost(net asset addition).
[5] Represents asset additions to be installed by the City that will upgrade and improve facilities.Such assets do not represent a replacement.
Note: With respect to capital projects associated with plant upgrades,the following were assumed:
New=Project designated for capacity expansion only.
Upgrade=Project designated to improve existing capacity facilities.
Replacement=Project which removes original asset from service but necessary for providing service to City customers.
Relocate=Project which removes original asset from service,and usually replaces it with an asset designated for capacity expansion.
Redundancy=Project which provides redundancy to existing capacity and not an increase in capacity to serve new growth.
Reliability=Project which provides additional reliability to existing capacity and not an increase in capacity to serve new growth.
Future=Reflects project which extends beyond the planning horizon in this report.
System=Project that benefits existing,expansion and future customers.
Direct=Reflects projects which directly relate to specific customer base and not System cost.
2-20
Table 2-5
City of Bozeman,Montana
Water Impact Fee Study
Development of Water System Impact Fee
Line
No. Description Amount
Total Estimated Cost of Existing Water Production
and Treatment Facilities:
1 Existing Facilities[1] $ 49,365,275
2 Additional Costs Capitalized to Plant in Set-vice[2] 20,196,880
3 Less Anticipated Retirements[3] (1,626,266)
4 Less Grant Funds and Other Contributions[4] (2,154,753)
5 Subtotal Water Production and Treatment Facilities $ 65,781,136
6 Estimated Capacity of Plants(MGD)-Average Daily Flow[5] 12.259
7 EDU Factor-GPD 222
8 Estimated EDUs to be Served by Existing Facilities 55,221
9 Percent Remaining Capacity of Existing Facilities[6] 53.29%
10 Allocation of Existing Facilities to Incremental Growth $ 35,055,215
11 Rate per EDU Allocable to Water Production/Treatment Facilities $ 1,191.24
12 Less Debt Service Credit (184)
13 Adjusted Rate per EDU Allocable to Water Production/Treatment Facilities $ 1,007.24
14 Administrative Allowance @ 5.0% $ 50.36
15 Rate per EDU Associated with Existing Facilities with Administrative Allowance $ 1,057.60
16 Rounded Rate per EDU Associated with Existing Facilities with Administrative Allowance $ 1,057.00
17 Cost per Gallon Associated with Existing Facilities Without Administrative Allowance $ 5.37
18 Cost per Gallon Associated with Existing Facilities With Administrative Allowance $ 5.63
19 Cost per Gallon Associated with Existing Facilities Without Administrative Allowance Less Debt Service Credit $ 4.54
20 Cost per Gallon Associated with Existing Facilities With Administrative Allowance Less Debt Service Credit $ 4.76
Major Transmission System:[7]
21 Existing Facilities[8] $ 71,689,435
22 Additional Costs Capitalized to Plant in Set-vice[9] 86,768,148
23 Less Anticipated Retirements[10] (10,006,677)
24 Less Grant Funds and Other Contributions[4] (60,239,398)
25 Total Major Transmission Facility Costs $ 88,211,509
26 Estimated Plant Capacity-Total Service Area(MGD)(Average Daily Flow)[11] 12.259
27 EDU Factor-GPD 222
28 Estimated EDUs served by Transmission Facilities[12] 55,221
29 Rate per EDU of Major Transmission Facilities $ 1,597.43
30 Less Debt Set-vice Credit (45)
31 Adjusted Rate per EDU Allocable to Major Transmission Facilities $ 1,552.43
32 Administrative Fee @ 0.0% $ 77.62
33 Rate per EDU Associated with Major Transmission Facilities with Administrative Allowance $ 1,630.05
34 Rounded Rate per EDU Associated with Major Transmission Facilities with Administrative Allowance $ 1,630.00
35 Cost per Gallon of Major Transmission Facilities Without Administrative Allowance $ 7.20
36 Cost per Gallon of Major Transmission Facilities With Administrative Allowance $ 7.56
37 Cost per Gallon of Major Transmission Facilities Without Administrative Allowance Less Debt Service Credit $ 6.99
38 Cost per Gallon of Major Transmission Facilities With Administrative Allowance Less Debt Service Credit $ 7.34
39 Combined Cost per Gallon Without Administrative Allowance $ 12.56
40 Combined Cost per Gallon With Administrative Allowance $ 13.19
41 Combined Cost per Gallon Without Administrative Allowance Less Debt Set-vice Credit $ 11.53
42 Combined Cost per Gallon With Administrative Allowance Less Debt Service Credit $ 12.10
43 Combined Rate per EDU $ 2,687.00
MGD=Million-Gallons-per-Day
EDU=Equivalent Dwelling Unit
GPD=Gallons per Day
Footnotes on following page.
2-21
Table 2-5
City of Bozeman,Montana
Water Impact Fee Study
Development of Water SVstem Impact Fee
Footnotes:
[1] Amount reflects estimated City-owned water production and treatment assets currently in service based on utility asset
records provided by the City. Arnounts derived from Appendix A,Line 742.
[2] Amount shown derived from Table 2-4,Line 14;reflects recognized additions to the water production and
treatment facilities where applicable.
[3] Amount derived from Table 2-4,Line 14 and reflects estimated treatment utility asset retirements due to imposition
of the capital improvement plan of the City's utility system.
[4] Reflects adjustments for capital costs funded from contributed capital. Such costs were not included in the impact
fee calculations.
[5] Amount shown derived from Table 2-1,Line 7.
[6] Amount shown derived from Table 2-1,Line 10.
[7] Amounts do not include the estimated costs of retail on-site capital expenditures such as meters,hydrants,services,and
on-site(local)distribution utility plant facilities or general plant assets(vehicles,equipment,etc.)or general transmission
lines;such costs are:i)generally provided by the developer or owners of property which specifically benefit from such
facilities;or ii)funded by a separate and distinct fee(e.g.,meter installation charge).
[8] Amount reflects cost of water transmission and storage utility plant in service based on utility asset records provided by
the City.Amounts derived from Appendix A,Line 742.
[9] Amount derived from Table 2-4,Line 47;reflects net recognized additions to the water transmission facilities where applicable.
[10] Amount derived from Table 2-4,Line 47 and reflects estimated transmission utility asset retirements due to imposition.
of the capital improvement plan of the City's utility system.
[11] Reflects total estimated plant capacity for the forecast period for the water service area based on capacity planning
estimates. Amount calculated as follows:
Amount
Existing Capacity-City(MGD-ADF) 12.259
Capacity to Be Added During Forecast Period:FY 2018-2023(MGD-ADF) 0.000
Total Projected Capacity Needs 12.259
2-22
Table 2-6
City of Bozeman,Montana
Water Impact Fee Study
Calculation of Debt Service Credit-Water System
Line Fiscal Year
No. 2017
1 Total Outstanding Debt Principal Allocable to Water System[1] $ 15,760,000
2 Total Gross Water Plant in Service[2] $ 235,843,006
3 Less Contributed and Grant-Funded Assets (162,576,464)
4 Net Gross Water Plant in Service $ 73,266,542
Existing Utility Plant Asset Allocation:
Supply and Treatment
5 Reported Functional Assets[2] $ 49,365,275
6 Less Contributed and Grant-Funded Functional Assets[2] (2,154,753)
7 Net Reported Functional Assets [2] $ 47,210,522
8 Percent of Net Gross Water Plant in Service 64.44%
Transmission and Storage
9 Reported Functional Assets[2] $ 71,689,435
10 Less Contributed and Grant-Funded Functional Assets[2] (60,239,398)
11 Net Reported Functional Assets [2] $ 11,450,038
12 Percent of Net Gross Water Plant in Service 15.63%
Allocated Debt Associated with Function:
13 Supply and Treatment $ 10,155,220
14 Transmission 2,462,960
15 Total $ 12,618,180
16 Estimated Annual Average EDUs [3] 55,221
17 Rounded Debt Service Credit Expressed Per EDU(@ 222 gallons per day per EDU) $229
18 Debt Service Credit Per EDU-Supply and Treatment Component $184
19 Debt Service Credit Per EDU-Transmission Component 45
Footnotes:
[1] Amount derived from Page 72 of City's Comprehensive Annual Financial Report for the Fiscal
Year Ended June 30,2017.
[2] Amounts derived from Appendix A.
[3] Based on relationship of total capacity of existing service area and the level of service assumed
for a water system EDU.
2-23
APPENDIX A
CLASSIFICATION OF EXISTING
WATER UTILITY SYSTEM ASSETS
Appendix A
Page 1 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Existing Water Utility System Assets Il l
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments t21 Acq.Arm. Supply Treatment Trans Distribution Meters Plant
Water Utility System Assets as ofJune 30,2017 tll
1 Prof Building Remodel Srves-May Expds 262062 BLD Professional Building PURCHASED 5/13/2016 $ l7,180 S - $ 17,180 S - S - S - $ - S - $ 17,180
2 Sewer Model Software 29760 M&E Engineering PURCHASED 2/23/2001 9,995 - 9,995 - - - - - 9,995
3 Cisco 310271 M&E Cisco Phone System PURCHASED 1/15/2003 230 - 230 - - - - - 230
4 Cisco 310286 M&E Cisco Phone System PURCHASED 2/15/2003 3 - 3 - _ _ _ _ 3
5 Server-Dam Backup Managr:$14974.55 Split Citywide 3324133 M&E Information Technology PURCHASED I1/1/2007 599 - 599 - - - - - $99
6 Add'L(2)Arc-Gis Licenses-Public Works Portion 3324231 M&E Geographic Info Systems PURCHASED 9/5/2013 855 - 855 - - 428 428
7 Add'L(2)A-Gis Licenses-Gis Portion 3324232 M&E Geographic Info Systems PURCHASED 9/5/2013 855 - 855 - - 428 428
8 Citizen Engagement&Workflow Suite Management-Dec 3324238 M&E Geographic Info Systems PURCHASED 12/l/2015 12,900 - 12,900 - - - _ - 12,900
9 Naviline Edge Proj Management 3324243 M&E Finance Department PURCHASED 12/27/2016 8,944 - 8,944 _ _ - - 8,944
10 Digiml Imagery Aerial Photography Updntc:Fyl5 36381 M&E Geographic Info Systems PURCHASED 6/30/2015 36,519 - 36,519 - - 19,259 18,259 -
I I Web Mapping Software Geocortex Essential Standard 37180 M&E Geographic Info Systems PURCHASED 4/28/2014 22,340 - 22,340 - - 11,170 I1,170
12 Canon Irc7270 Copier For Planning/Engineering 36950 M&E Engineering PURCHASED I1/t/2013 8,916 - 8,916 - - _ _ - 8,916
13 Trimble Geoexplorer 6000 Gps System-Hsndheld/Gps5 36510 M&E Geographic Info Systems PURCHASED 8/13/2012 10,945 - 10,945 - - - - - 10.945
M Trimble Geoexplorer 6000 Gps System-Antenna/Gps5 36520 M&E Geographic Info Systems PURCHASED 8/13/2012 3,016 - 3.016 - - - - - 3,016
15 Trimble Geoxh 6000 Handheld/Gps6 36880 M&E Geographic Info Systems PURCHASED 8/92013 15,462 - 15,462 - - - - - 15,462
16 1988 Chevy 12 Ton Truck 26330 VEH Geographic Info Systems PURCHASED 7/1/1998 20,787 - 20,787 - _ _ _ - 10,787
17 2001 Dodge Durango 4X4 30120 VEH Engineering PURCHASED 6/7/2001 24,480 - 24,480 - - - - - 24.4.460
I8 1999 Chevy Silverado Pu 30260 VEH Engineering PURCHASED 6/29/2001 19,195 - 19,195 - - - - - 19,195
19 05'Ford Taurus 32690 VEH Engineering PURCHASED 10/15/2004 2,551 - 2,551 - - - - - 1.551
20 Ford Taurus 32691 VEH Engineering PURCHASED 10/15/2004 2,551 - 2,551 - - - - - 2,551
21 Ford Tourus 32692 VEH Engineering PURCHASED 10/15/2004 1,275 - 1,275 - - - - - 1275
22 Ford Taums 32693 VEH Engineering PURCHASED 10/15/2004 1.275 - 1,275 - - _ _ - 1275
23 Ford Taums 32694 VEH Engineering PURCHASED 10/15/2004 2,551 - 21551 - - - - - "551
24 2016 Ford 1/2 Ton 4 Door Track 38220 VEH Engineering PURCHASED 4/302016 29,628 - 29,628 - - _ _ _ 29,628
25 Wtp Upgrade:April Expds:Pnd For Insulam Of Beds 125886 BLD Water Treatment Plant PURCHASED 4/102015 6,190 - 6,180 - 6,180 -
26 Wtp Upgrade Svcs:Comt:Nov Fyl 6 Expds 125892 BLD Water Treatment Plant PURCHASED 11/14/2015 5,787 - 5,797 - 5,787
27 Lyman Creek Station Equpmnt For Streom-April Fyl5 295894 IMP Water Treatment Plant PURCHASED 4/1/2015 2,989 - 2,989 - 2.989 -
28 Hyalite Main:Pay Est#4 Svc Thru 8/19/05+1%Dor 319330 IMP Water Treatment Plant PURCHASED 0012005 517,201 - 517,201 - - 517,201
29 Hyalite Trans Main Service Thru M6105+1%Dor 319331 IMP Water Treatment Plant PURCHASED 8/26/2005 43,839 - 43.838 - - 43.838
30 Hyalite Trans Main Eng Svcs 8/20/05-Grant Asst 319332 IMP Water Treatment Plant GRANT 8/30/2005 1,837 - 1,837 - - 1,937
31 Hyalite Trans Main:Prat Est#5 Svc Thru 9/20+1%Dor 319333 IMP Water Operations PURCHASED 9/10/2005 444,734 - 444,734 - - 444.734
32 Hyalite Trans Main Constr Svcs Thru 9/23/05 319334 IMP Water Operations PURCHASED 9/23/2005 28235 - 28,235 - - 28,235
33 Hyalite Trans Main Pay#6 Svc Thm 10/19/2005+1%Dor 319335 IMP Water Operations PURCHASED 10/19/200S 338,862 - 338,862 - - 338,862
34 Hyalite Trans Main Pay#7 Svc Thor 11/18/2005+1%Dor 319336 IMP Water Operations PURCHASED 11/18/2005 244,208 - 244.208 _ _ 244,208
35 Hyalite Trans Main Constr Svcs Thm 11/1B&10/21/05 319337 IMP Water Operations PURCHASED 11/18/2005 56,537 - 56,537 - - 56,537
36 Trans Main Pmt#S Constr Svcs Thru 03/13/06+1%Dor 319338 IMP Water Treatment Plant PURCHASED 3/272006 340,9I2 - 340,9t2 - - 340,912
37 Hyalite Trans Main Constr Services Thor 4/28/06 319339 IMP Water Operations PURCHASED 4/28/2006 102,040 - 102,040 - - IO2,040
38 Hyalite Transmission Main Insmll Electric Service 319340 IMP Water Operations PURCHASED 524/2006 5,7(0 - 5,710 - - 5,710
39 Main Services4/28-7/12 Dim Contactor+I%Dor 319341 UvIP Water Treatment Plant PURCHASED 6/30/2006 222,479 - 222,479 - - 222,479 - - -
40 Hyatte Trans Main-Engineering Svcs Thru 7/I/06 319342 IMP Water Treatment Plant PURCHASED 8/312006 3,606 - 3.606 - - -3,606
41 Hyntite Trans Main-Constr Svcs Thru 8/29 319343 IMP Water Treatment Plant PURCHASED 829/2006 78,129 - 78,129 - - 78,129
42 Hyalite Trans Main-Constr Svcs Thru 9/29 1%Dor 319344 IMP Water Treatment Plant PURCHASED 8/29/2006 799 - 789 - - 789
43 Hyalite Trans Main:Constr Admin Svcs Tbm 11/3/06 319345 IMP Water Treatment Plant PURCHASED 11/3/2006 73,981 - 73,981 - - 73,981
44 Hyalite Trans Main:Cmarr Admin Svcs Thru 12/1/06 319346 IMP Water Treatment Plant PURCHASED 12/1/2006 5,499 - 5.499 - - 5,499
45 Hyalite Trans Main:Constr Svcs Tbru 1129 319347 UvIP Wnter Treatment Plant PURCHASED 12/26/2006 126,540 - t26,540 - - 126,540
46 Hyalite Trans Main:Constr Svcs Tbru 11/281%Der 319348 IMP Water Trentmenr Plant PURCHASED 12/27/2006 1,279 - 1,178 - - 1,278
47 Hyalite Trans Main:Constr Admin Svcs Thm 12/29/06 319349 IMP Water Treatment Plant PURCHASED 1/l2007 10,766 - 10,766 - - 10,766 - -
48 Sourdough Creek Station Equipment For Stream-March 321215 IMP Water Treatment Plant PURCHASED 3/19/2015 8,775 - 9,775 8,775
49 Sourdough Creek Station Equi mm/Scream-June FylS 321216 IMP Water Treatment Plant PURCHASED 00/2015 427 - 427 427 -
50 Sourdough Creek Station EqupmnUStream-July Fy16 321217 IMP Water Treatment Plant PURCHASED 7/72015 15,076 - 15,076 15,076
51 Sourdough Creek Station Equpmnt/Nov Expds Fy17 321218 IMP Water Treatment Plant PURCHASED 11/4/2016 3,392 - 3,382 3,382
52 Sourdough Gearbox W/Cast Iron Pedestal 37956 UVT Water Tank PURCHASED 2/13/2017 6,586 - 6,586 6,586
53 Lyman Reservoir 29580 IMP Water Treatment Plant PURCHASED 12/5/2000 24,784 - 24,784 24,784
54 Lyman Reservoir 2958t UvT Water Treatment Plant PURCHASED 1/15/2001 38,359 - 38,359 38,359
55 Lyman Reservoir 29582 IMP Water Treatment Plant PURCHASED 6/30/2002 24,137 - 24,137 24,137
56 Lyman Reservoir 29583 IMP Water Treatment Plant PURCHASED 8/15/2002 10,539 - 10,538 10,538
57 Lyman Reservoir 29594 IMP Water Treatment Plant PURCHASED 6/30/2002 168,997 - 168,997 168,997
$8 Lyman Reservoir 29585 IMP Water Treatment Plant PURCHASED 9/15/2002 201,908 - 20t,908 201,908 -
59 Lyman Reservoir 29586 IMP Water Treatment Plant PURCHASED 9/15/2002 22,900 - 22,900 22,900
60 Lyman Reservoir 29587 IMP Water Treatment Plant PURCHASED 10/15/2002 23,803 - 23,803 23.803
61 Lyman Reservoir 29586 IMP Water Treatment Plant PURCHASED 10/152002 294,469 - 294,469 294,469
62 Lyman Reservoir 29589 IMP Water Treatment Plant PURCHASED 11/152002 257,660 - 257,660 257,660
Appendix A Page 2 of 13
City ofBozcman,Montana
Water Impact Fee Study
Classification of Existing,Water Utility System Assets I11
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments j21 Acq.Amt. Supply Treatment Trans Distribution Meters Plant
63 Lyman Reservoir 295810 IMP Water Treatment Plant PURCHASED 11/15/2002 18,468 - 18,468 18,468
64 Lyman Reservoir 295811 IMP Water Treatment Plant PURCHASED 12/15/2002 2,039 - 2,039 2.039 -
65 Lyman Reservoir 295812 IMP Water Treatment Plant PURCHASED 12/15/2002 2,974 - 2,974 2.974
66 Lyman Reservoir 295913 IMP Water Treatment Plant PURCHASED 12/15/2002 4,814 - 4,814 4,814
67 Lyman Reservoir 295814 IMP Water Treatment Plant PURCHASED 12/15/2002 476,583 - 476.583 476,583 -
68 Lyman Reservoir 295915 IMP Water Treatment Plant PURCHASED 12/152002 12,766 - 12,766 12,766
69 Lyman Reservoir 295816 IMP Water Treatment Plant PURCHASED 12/15/2002 2,511 - 2,511 2,511 -
70 Lyman Reservoir 295817 IMP Water Treatment Plant PURCHASED 1/15/2003 109,018 - 109,018 109,018 -
71 Lyman Reservoir 295818 IMP Water Treatment Plant PURCHASED 2/15/2003 1,906 - 1,906 1,906
72 Lyman Reservoir 295819 IMP Water Treatment Plant PURCHASED 2/15/2003 188,711 - 188.711 188,711 -
73 Lyman Reservoir 295920 IMP Water Treatment Plant PURCHASED 2/15/2003 24,560 - 24,560 24,560
74 Lyman Reservoir 295821 IMP Water Treatment Plant PURCHASED 3/15/2003 2,379 - 2,379 2,379 -
75 Lyman Reservoir 295822 IMP Water Treatment Plant PURCHASED 3/22/2003 8,285 - 8,285 8,285
76 Lyman Reservoir 295824 IMP Water Treatment Plant PURCHASED 4/15/2003 2,736 - 2.736 2,736 -
77 Lyman Reservoir 295825 IMP Water Treatment Plant PURCHASED 5/15/2003 2,129 - 2,129 2,129
78 Lyman Reservoir 295826 IMP Water Treatment Plant PURCHASED 5/15/2003 202,257 - 202,257 202,257
79 Lyman Reservoir 295827 IMP Water Treatment Plant PURCHASED 5/15/2003 13,401 - 13,401 13,401 -
80 Lyman Reservoir 295828 IMP Water Treatment Plant PURCHASED 6/15/2003 15,955 - 15.955 15,955
81 Lyman Reservoir 295829 IMP Water Treatment Plant PURCHASED 6/15/2003 3,302 - 3.302 3.302
82 Lyman Reservoir 295830 IMP Water Treatment Plant PURCHASED 6/15/2003 306,411 - 306.411 306,411
83 Lyman Reservoir 295831 IMP Water Treatment Plant PURCHASED 6/15/2003 2,272 - 2.272 2,272 -
84 Lyman Reservoir 295832 IMP Water Treatment Plant PURCHASED 7/28/2003 16,012 - 16,012 16,012
85 Lyman Reservoir 295833 IMP Water Treatment Plant PURCHASED 8/11/2003 11,598 - 11,598 11.598
86 Lyman Reservoir 295834 IMP Water Treatment Plant PURCHASED 8/31/2003 4,970 - 4.970 4,970
87 Lyman Reservoir 295836 I.MP Water Treatment Plant PURCHASED 9/17/2003 35.649 - 35,649 35,649
88 Lyman Reservoir 295837 IMP Water Treatment Plant PURCHASED 10/15/2003 7.035 - 7,035 7,035 -
89 Lyman Reservoir 295838 IMP Water Treatment Plant PURCHASED 11/15/2003 59,754 - 59,754 59,754
90 Lyman Creek 295839 IMP Water Treatment Plant PURCHASED 12/15/2003 2,863 - 2,863 2,863
91 Lyman Reservoir 295840 EvIP Water Treatment Plant PURCHASED 8/15/2003 1 - 1 1
92 Lyman Creek 295841 IMP Water Treatment Plant PURCHASED 8/15/2003 49,574 - 49,574 49,574
93 Lyman Creek 295842 IMP Water Treatment Plant PURCHASED 1/15/2005 30.169 - 30,169 30,169
94 Lyman Cr->Hkm-Edsall:Mpc Mediation 5/3&8/2/06 295843 IMP Water Treatment Plant PURCHASED 8/182006 7,645 - 7,645 7,645
95 Lyman Creek Reservior Settlement Agreement 295W IMP Water Treatment Plant PURCHASED 1/312007 53.557 - 53,557 53.557
96 Hyalite Transmission Main 31930 IMP Water Treatment Plant PURCHASED 5/152003 36,608 - 36,608 - - 36,609
97 Hyalite Main 31931 IMP Water Treatment Plant PURCHASED 4242003 42,709 - 42,709 _ _ 42909
98 Hyalite Transmission Main 31932 IMP Water Treatment Plant PURCHASED 8/1/2003 6,251 - 6,251 - - 6,251
99 Hyalite Transmission Main 31933 IMP Water Treatment Plant PURCHASED 9/19/2003 32,473 - 32,473 - - 32,473
100 Hyalite Transmission Main 31934 IMP Water Treatment Plant PURCHASED 10/15/2003 32.872 - 32,872 - - 32,872
101 Hyalite Transmission Main - 31935 IMP Water Treatment Plant PURCHASED 11/152003 32,258 - 32,258 - - 32.258
102 Hyalite Transmission 31936 IMP Water Treatment Plant PURCHASED 12/152003 47.661 - 47,661 - - 47,661
103 Hyalite Transmission Main 31937 IMP Water Treatment Plant PURCHASED 1/15/2004 48,062 - 48,062 - - 48,062
104 Hyalite Transmission Main 31938 IMP Water Treatment Plant PURCHASED 2/152004 48,145 - 48,145 - - 48,145
105 Hyalite Main 31939 IMP Water Treatment Plant PURCHASED 3/29/2004 501 - 501 - - 501
106 Hyalite Main 319310 IMP Water Treatment Plant PURCHASED 3/29/2004 47,536 - 47,536 - - 47,536 -
107 Professional Engineering Services 319311 IMP Water Treatment Plant PURCHASED 421/2004 525 - 525 - - _ _ _ 525
108 Professional Engineering Services 319312 IMP Water Treatment Plant PURCHASED 421/2004 643 - 643 _ _ _ _ _ 643
109 Professional Engineering Services 319313 IMP Water Treatment Plant PURCHASED 5/26/2004 15,845 - 15.845 - - - - - 15.845
110 Professional Engineering Services 319314 IMP Water Treatment Plant PURCHASED 5/26/2004 8,593 - 8,593 - - - - - 8.593
III Hyalite Transmission Main 319315 IMP Water Treatment Plant PURCHASED 6/15/2004 12,677 - 12,677 - - 12,677 -
112 Hyalite Transmission Main 319317 IMP Water Treatment Plant PURCHASED 9/15/2004 6,172 - 6,172 - - 6,172 - _ -
113 Professional Engineering Services 319318 IMP Water Treatment Plant PURCHASED 12/29/2004 1,585 - 1,585 - - - - - 1,585
114 Hyalite Usfs Permit 319319 IMP Water Treatment Plant PURCHASED 2/15/2005 152 - 152 - - 152 - - _
115 Hyalite Transmission Main 319320 IMP Water Treatment Plant PURCHASED 3/15/2005 23,169 - 23,169 - - 23.169
116 Hyalite Trenmission Main 319321 IMP Water Treatment Plant PURCHASED 4/15/2005 6.754 - 6,754 - - 6,754 -
117 Hyalite Transmission Main 319322 IMP Water Treatment Plant PURCHASED 5/15/2005 64,415 - 64,415 - - 64.415
118 Hyalite Transmission Main 319324 IMP Water Treatment Plant PURCHASED 5/15/2005 849,741 - 849,741 - - 849,741
119 Hyalite Reservoir 319326 IMP Water Treatment Plant PURCHASED 6/15/2005 39.636 - 39,636 39,636 _ _
120 Hyalite Main 319327 IMP Water Treatment Plant PURCHASED 6/152005 852,444 - 852,444 - - 852.444
121 Dlm Hyalite Pr#3 Constr Svcs Ending 7/19/05+1%Dor 319328 IMP Water Treatment Plant PURCHASED 7/3IY2005 214,676 - 214,676 - - 214,676
122 Hyalite Main:Constr Adm Svcs Thro 7/I5/05+I%Dor 319329 IMP Water Treatment Plant PURCHASED 7/31/2005 30,637 - 30,637 - - 30,637
123 Hyalite Trans Main:Constr Admin Svcs Thm 5/18/07 319350 IMP Water Treatment Plant PURCHASED 5/18/2007 8,733 - 8,733 - - 8,733 - - -
124 Portable Cabin(Garden Sbed) 31940 MP Water Treatment Plant PURCHASED 5/15/2003 7,948 - 7,948 - - - _ _ 7.948
125 Paving 31941 IMP Water Treatment Plant PURCHASED 5/15/2003 9,350 - 9,350 - - - - - 9,350
126 Lumber 31942 MP Water Treatment Plant PURCHASED 6/15/2003 373 - 373 - - _ _ _ 373
Appendix A Page 3 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Existing Water Utility Svstem Assets Il(
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments 121 Acq.Amt. Supply Treatment Trans Distribution Meters Plant
127 Range Shelter 31943 IMP Water Treatment Plant PURCHASED 5/15/2003 2,263 - 2,263
128 Range Shelter 31944 IMP Water Treatment Plant PURCHASED 5/15/2003 2,263 - 2,263 - - - - - 2,263
129 Range Shelter 31945 IMP Water Treatment Plant PURCHASED 5/15/2003 2,263 - 2,263 - - - - - 2,263
130 Range Shelter 31946 IMP Water Treatment Plant PURCHASED 5/15/2003 2,263 - 2,263 - - - - - 2.263
131 Sourdough Transmission Main 32121 IMP Water Treatment Plant PURCHASED 9/16/2003 58,117 - 58,117 - - 58,117
132 Sourdough Reservoir 32122 IMP Water Treatment Plant PURCHASED 11/152003 12,176 - 12,176 12,176 - -
133 Sourdough Transmission Main 32123 IMP Water Treatment Plant PURCHASED 12/15/2003 137,529 - 137,529 - - 137,529
134 Sourdough Transmission Main 32124 IMP Water Treatment Plant PURCHASED 1/15/2004 214.598 - 214,598 - - 214,598
135 Construction Services 32125 IMP Water Treatment Plant PURCHASED 3/18/2004 1,456 - 1,456 - - 1,456
136 Construction Services 32126 IMP Water Treatment Plant PURCHASED 3/18/2004 I44,102 - 144,102 - - 144,102
137 Construction Services 32127 IMP Water Treatment Plant PURCHASED 4/72004 119,817 - 119,817 - - 119,817 - _ -
138 Professional Engineering Services 32129 IMP Water Treatment Plant PURCHASED 5/25/2004 70,325 - 70.325 - 70,325 -
139 Sourdough Transmission 321210 IMP Water Treatment Plant PURCHASED 6/15/2004 10,304 - 10,304 - - 10,304
IMP - - _
140 Usfs Permit 321212 P Water Treatment Pint PURCHASED 11/15/2004 4,I42 - 4,142 - 4,142 -
14l Sourdough Transmission Line 321213 IMP Water Treatment Plant PURCHASED 1/152005 2,503 - 2,503 - - 2,503
142 Sourdough Bypass 321214 IMP Water Treatment Plant PURCHASED 2/15/2005 2,000 - 2,000 - - 2,000
143 Land Tract 6 Cosl 103-Sotrdough Plant Land:21 Acres 12210 LAN Water Treatment Plant PURCHASED 7/1/1998 1,095 - 1,095 - 1,095
144 Land Tract 6 12470 LAN Water Operations PURCHASED 7/1/1998 79,000 - 79,000 - 79,000
145 Row 319316 LAN Water Treatment Plant PURCHASED 7/15/2004 1,120 - 1,120 - 1,120 -
146 Hyalite Transmission Main 319323 LAN Water Treatment Plant PURCHASED 5/15/2005 27,303 - 27,303 - - 27,303
147 Sourdough lmprov:Wtr Rights-Nov Expds 31334 LAN Water Operations WTRRIGHTS 11/22/2010 1,785 - 1,785 1,785
148 Sourdough Improv:Wtr Rights-Dec Expds 31335 LAN Water Operations WTRRIGHTS 12/31/2010 1,863 - 1,863 1,863
149 Purchase Water Rights:100 Shares Middle Creek Wen $081 LAN Water Treatment Plant WTRRIGHTS 12/1/2007 700.000 - 700,000 700,000
150 Middle Creek Water Users Assoc-ISt 0172 Pairs 5082 LAN Water Treatment Plant WTRRIGHTS 8/22/2008 150,000 - 150,000 150,000
151 Middle Creek Water Users Assoc-2Nd Of2 Pans 5083 LAN Water Treatment Plant WTRRIGHTS 1/7/2009 150,000 - 150,000 150,000
152 Middle Creek Water Users Assoc-50 Shmes/50 Acres 5084 LAN Water Treatment Plant WTRRIGHTS 3/42010 300,000 - 300,000 300,000
153 Middle Creek Water Users Assoc-50 Shares/50 Acres 5085 LAN Water Treatment Plant WTRRIGHTS 8/10/2010 498,000 - 498,000 499.000
154 Middle Creek Water Users Assoc.10 Shares/I O Acres 5086 LAN Water Treatment Plant WTRRIGHTS 2232015 55,000 - 55,000 55,000
155 Cisco 310238 M&E Cisco Phone System PURCHASED 9/152002 5 - 5 - _ _ _ _ 5
156 Cisco 310255 M&E Cisco Phone System PURCHASED 1/152003 230 - 230 - - - - - 230
157 Cisco 310295 M&E Cisco Phone System PURCHASED 2/15/2003 3 - 3 - _ _ _ _ 3
158 Cisco 3IO2I I2 M&E Cisco Phone System PURCHASED 5/15/2003 209 - 209 _ _ _ _ _ �09
159 Software Upgrade 32129 M&E Water Treatment Plant PURCHASED 4/15/2004 5,000 - 5,000 - 5,000
I60 Hte Click2Gov:Digital Certificate-Cx 332425 M&E Hte Software PURCHASED 12/l/2006 120 - 120 - - - - - I20
161 Hte Click2Gov:Core Module#20061445 332434 M&E Hte Software PURCHASED 12/1/2006 620 - 620 _ _ _ _ _ 620
162 Hte Click2Gov:Cx Utility Billing 332441 M&E Hte Software PURCHASED 12/l/2006 1,390 - 1,390 - - - - - 1,390
163 Hte Click2Gov:Tax Billing Module(Sid Billing) 332450 M&E Hte Softwore PURCHASED 12/l/2006 1,938 - 1,938 - - - - - 1,938
164 Hte C1ick2Gov:Fina1 Core Module Install 332467 M&E Hte Software PURCHASED 3/23/2007 300 - 300 - - - - - 300
165 Fire Ciick2Gov:Tax Cc Activation Installation 332478 M&E Hte Software PURCHASED 323/2007 163 - 163 - - - - - 163
166 Hte Click2Gov:Tax Billing+Collect Final Install 332486 M&E Hte Software PURCHASED 3/23/2007 225 - 225 _ _ - _ - 225
167 Hte C(ick2Gov:Util Cc Activation installation 332492 M&E Hte Software PURCHASED 3/23/2007 217 - 217 - - - - - 217
168 Fire Click2Gov:Udl Cx Final Installation 332498 M&E Fite Software PURCHASED 3/232007 300 - 300 - - - - - 300
169 Server-Dam Backup Managr:S14974.55 Split Citywide 3324143 M&E Information Technology PURCHASED 11/12007 599 - 599 - _ _ _ _ 599
170 P7-New As400 Software/Hardware 36141 M&E City Halt:121 N.Rouse PURCHASED 6/28/2011 5,187 - 5,187 - _ _ _ - 5,187
171 Iseries+P7 V7Ri Os Upgmde:Sungard Stvr Opemt Sys 36147 M&E City Hall:121 N.Rouse PURCHASED 6/6/2012 1,020 - 1,020 - - - - - 1,020
172 Water Management Software-Fathom Implement-June Ex 39920 M&E Water Treatment Plant PURCHASED 6/30/2017 12,000 - 12.000 - - - - - 12,000
173 Sludge Pump Wacker I3090 M&E Water Treatment Plant PURCHASED 7/1/1998 5,000 - 5,000 - 5,000
174 1991 Yack Trailer t3430 M&E Water Treatment Plant PURCHASED 6/30/2012 0 - 0 _ _ _ _ _ 0
175 New Holland Mower 26300 M&E Water Treatment Plant PURCHASED 7/1/1998 19,540 - 19.540 - - - - - 19.540
176 1999 Utility Trailer 26940 M&E Water Operations PURCHASED 6/30/2012 0 - 0 _ _ _ _
0
177 Max Iv Multi-Purpose Vehicle 31750 M&E Water Treatment Plant PURCHASED 9/I5/2002 8,818 - 8,818 - _ _ _ _ gglg
178 Install OfGenemt0t@ Shops(Water Plant Portion) 33331 M&E Water Operations PURCHASED 821/2006 5,357 - 5,357 - 5,357 - - - _
179 Water Plant Sourdough Bypass Genemtor(Cement Pad) 33770 M&E Water Treatment Plant PURCHASED 9/12/2006 245 - 245 - 245
180 Water Plant Generator Switch 33771 M&E Water Treatment Plant PURCHASED ll/12006 1,529 - 1,529 - 1,529
181 Wtr Pint Sourdough Bypass Gnrtr:Sd35 Standby Gertr 33772 M&E Water Treatment Plant PURCHASED I1/l/2006 16,187 - 16,187 - 16,187
182 Water Plant Generamr.Wire Installation 33773 M&E Water Treatment Plant PURCHASED 12/2/2006 2,040 - 2,040 - 2,040
183 Wtr Pint GnrmAdd Ground Rod&Oil Pan Heater 33774 M&E Water Treatment Plant PURCHASED 12/20/2006 189 - 189 - 189
184 Wtr Pint Gnru:Inspection Fees Due To Install 33775 M&E Water Treatment Plant PURCHASED 12/12/2006 145 - 145 - 145 - - - -
185 Wtr Pint Gnrtr:Comcet Bypass Gnrtr To Scada 33776 M&E Water Treatment Plant PURCHASED I/l/2007 172 - 172 - 172
186 Wtr Pint Gnrtr.Add Bypass Gartr To Scada 33777 M&E Water Trentment Plant PURCHASED I/I/2007 298 - 298 - 298 -
187 Wtr Pint Gnrtr:Concmte Pad(a)Existing Tank Bldg 33778 M&E Water Treatment Plant PURCHASED 1/11/2007 2,205 - 2,205 - 2,205 -
188 Stainless Steel Wow Water Station-Jan Expds 37090 M&E City Shops PURCHASED 1/312014 8,298 - 8,298 - - 8,298
189 Stainless Steel Wow Water Station-April Expds 37091 M&E City Shops PURCHASED 4/302014 8,357 - 8,357 - - 8,357 - - -
190 Genie Awp-205(Personnet Lift) 37430 M&E Water Treatment Plant PURCHASED 9/26/2014 6,875 - 6,875 - - - - - 6.875
Appendix A
Page 4 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Existine Water Utility Svstem Assets Ill
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments 121 Acq.Amt. Supply Treatment Trans. Distribution Meters Plant
191 Sealed Block Self-Retracting Lifeline Equipment 38400 M&E Wastewater Plant PURCHASED 8/22016 12,543 - 12,543 - - - - - 12,543
192 1992 Toyota Pickup 14220 VEH Water Treatment Plant PURCHASED 6/30/2012 0 - 0 _ _ _ _ _ 0
193 2008 White Ford F2504X4 Diesel 34260 VEH Water Treatment Plant PURCHASED 4/l/2008 29,085 - 29,085 - - - - - 29,085
194 Plow For White For F2504X4 Diesel 34261 VEH Water Treatment Plant PURCHASED 4/1/2008 5,616 - 5,616 - - - - - 5,616
195 2008 Gmc Sierra 15004X4 Track(White) 34460 VEH Water Treatment Plant PURCHASED 7/10/2008 18,660 - 18,660 - - - - - 18,660
196 2011 Gone Canyon Ext Cab 36050 VEH Water Treatment Plant PURCHASED 5/17/2011 19,947 - 19,947 - _ _ _ _ 19,949
197 2014 Jeep Patriot Wngon/Red-Wtp 37220 VEH Water Treatment Plant PURCHASED 6/9/2014 2t,750 - 21,750 - - - - - 21,750
198 2016 Ford 1 Ton Flatbed Truck(White) 38200 VEH Water Treatment Plant PURCHASED 6/222016 30.553 - 30,553 - - - - - 30,553
199 2016 Ford 1 Ton Flatbed Truck(White)Asacessrics 38201 VEH Water Treatment Plant PURCHASED 5/16/2016 3,625 - 3.625 - - - - - 3,625
200 2016 Ford 1 Ton Flatbed Truck(White)Asse June 38202 VEH Water Treatment Plant PURCHASED 6/22/2016 5,973 - 5.973 - _ - - - 5.973
201 Prof Building Remodel Srvcs Thm 3/25/16-Mar Expds 262057 BLD Professional Building PURCHASED 3/25/2016 5,281 - 5,281 - - - - - 5,281
202 Prof Building Remodel Srvcs Thm 4/05/16-Apr Expds 262059 BLD Professional Building PURCHASED 4/5/2016 736 - 736 - - - - - 736
203 Prof Building Remodel Srvcs-May Expds 262063 BLD Professional Building PURCHASED 5/13/2016 38,560 - 38,560 - - - - - 38.560
204 Prof Building Remodel Srvcs-June Fxpds Fy 16 262065 BLD Professional Building PURCHASED 6/25/2016 33,651 - 33,651 - - - - - 33.651
205 Prof Building Remodel Srwca:Rcmina;c:Fy16 262069 BLD Professional Building PURCHASED 6/30/2016 4,930 - 4,930 - _ _ _ _ 4,930
206 Prof Building Remodel Srvcs-Oct Expds Fy17 262070 BLD Professional Building PURCHASED 10/l/2016 1,799 - 1,799 - _ _ _ - 1.799
207 Prof Bldg Upgrade Phase l 262074 BLD Professional Building PURCHASED 1/1/2017 Its - 115 - - _ _ _ 115
208 City Shops Paving Project:August Expds 29212 BLD City Shops PURCHASED 8/31/2016 71,931 - 71,931 - _ _ _ _ 71,931
209 City Shops Paving Project:September Expds 29216 BLD City Shops PURCHASED 9/12016 7,155 - 7.155 - _ _ _ _ 7.155
210 Sports Complex Buidling November Expds 32295 BLD Parks PURCHASED 11/3/2009 6,484 - 6,484 - _ _ _ _ 6,484
211 Pole Building-Water/Sewer/Streets 32622 BLD City Shops-Lower Yard PURCHASED 6/15/2004 17,191 - 17.191 - _ _ _ _ 17.191
212 Pole Building-Water/Sewer/Streets 32624 BLD City Shops-Lower Yard PURCHASED 7/15/2004 2,397 - 2,397 - _ _ _ - 1.397
213 Pole Bldg-Water/Sewer/Streets(Heater):March Expd'S 32625 BLD City Shops-Lower Yard PURCHASED 3/18/2010 6,216 - 6,216 - _ _ _ _ 6,116
214 Pole Bldg-Water/Sewer/Streets(Heater):May Expd'S 32627 BLD City Shops-Lower Yard PURCHASED 5/1/2010 3,000 - 3,000 - - - - - 3.000
215 Pole Bidg-Water/Sewer/Streets(Heater):July Expd'S 32629 BLD City Shops-Lower Yard PURCHASED 727/2010 2,821 - 2,821 - _ _ _ _ 2.821
216 New Shops Bldg:Arch Svcs-Lower Yards 3/14M 34420 BLD City Shops-Lower Yard PURCHASED 5/7/2008 6,000 - 6,000 - _ _ _ - 6,000
217 New Shops Bldg:Arch Svcs 1/1-5/31/08 34422 BLD City Shops-Lower Yard PURCHASED 62/2008 160 - 160 - - - - - 160
218 New Shops Bldg:Arch Svcs-Lower Yards 5/1-6/30/08 34424 BLD City Shops-Lower Yard PURCHASED 6/302008 16,782 - 16,782 - - - - - 16,782
219 New Shops Bh g:Arch Svcs 1/1-6/30/08 34426 BLD City Shops-Lower Yard PURCHASED 6/302008 620 - 620 - - - - - 620
220 New Shops B1dg:Topo Mapping&Civil-Imp Plans 8/2 34428 BLD City Shops-Lower Yard PURCHASED 8/I 12008 1,542 - 1,542 - - - - - 1.542
221 New Shops Bldg:Topogmphy Work 344210 BLD City Shops-Lower Yard PURCHASED 9/12/2008 2,444 - 2,444 - _ _ _ 2.444
222 Shops Rcmodel:Arch Svcs Thm 4/30/1 I-April Expds 344214 BLD City Shops-Lower Yard PURCHASED 4/30/2011 2,800 - 2,800 _ _ _ _ _ 2.800
223 New Shops B1dg:Plsn Check Fees&Bid Request-May 344219 BLD City Shops-Lower Yard PURCHASED 5/15/2011 149 - 148 - - - - - 148
224 Shops Remodcl:Arch Svcs Thm 6/30/I I-June Expds 344224 BLD City Shops-Lower Yard PURCHASED 6/302011 1,006 - 1,006 _ _ _ _ 1.006
225 New Shops Bldg:Walker Const-Lwr Yards Pmtiil-July 344229 BLD City Shops-Lower Yard PURCHASED 7/11/2011 4,000 - 4,000 - - - - - 4,000
226 Shops Remode[:Arch Svcs Pmt#5&Walker Const Pmt#2 344234 BLD City Shops-Lower Yard PURCHASED 9/242011 13,062 - 13.062 - - - - - 13,062
227 Shops Remodel:Areh Svcs Pmt#6&Walker Const Pmt#3 344239 BLD City Shops-Lower Yard PURCHASED 9/1/201 l 10,376 - 10.376 - - - - - 10,376
228 Shops Remodel:Walker Const Pmt#4-Oct Expds 344244 BLD City Shops-Lower Yard PURCHASED 10/12011 22,542 - 22,542 - - - - - 22.542
229 Shops Remodel:Archtrl Srve 9/01-10/30-Nov Expds 344249 BLD City Shops-Lower Yard PURCHASED I I/l/2011 447 - 447 _ _ _ _ _ 447
230 Shops Remodel:Walker Const Pmt#5-Final-Dec Expds 344254 BLD City Shops-Lower Yard PURCHASED 12/12011 5,586 - 5,586 - - - - - 5,596
231 Shops Remodel:Walker Const Pmt#5-Jan Expds 344259 BLD City Shops-Lower Yard PURCHASED I/l2012 2,081 - 2,081 - _ _ _ - 2,081
232 Shops RemodehFire Door Closures&Occupd Sign 344264 BLD City Shops-Lower Yard PURCHASED 2/282012 565 - 565 - _ _ _ _ 565
233 Shops Remodel:Prep&Paint Doors-March Expds 344269 BLD City Shops-Lower Yard PURCHASED 3/l/2012 409 - 409 - - _ _ _ 409
234 Shops Remodel:A/C Install 344272 BLD City Shops-Lower Yard PURCHASED 4/232012 3.680 - 3,680 - _ _ _ - 3,680
235 Shops RemodcHnstall Fumace-Aprit Expds 344275 BLD City Shops-Lower Yard PURCHASED 4/272012 1,475 - 1,475 - _ _ _ _ 1.475
236 Shops RemodeLInstall Heater-May Expds 344290 BLD City Shops-Lower Yard PURCHASED 5/232012 541 - 541 - _ _ _ _ 941
237 Laurel Glen Annex 36210 BLD Laurel Glen PURCHASED 12/1/2011 2,132 - 2,132 - _ _ _ _ 2XI
238 Laurel Glen Annex-January Expds 36212 BLD Laurel Glen PURCHASED 1/12012 4,584 - 4,584 - _ _ _ _ 4,584
239 Laurel Glen Annex-February Expds 36214 BLD Laurel Glen PURCHASED 2/7/2012 953 - 953 - - - - - 953
240 Laurel Glen Annex-July Expds 36216 BLD Laurel Glen PURCHASED 7/31/2012 8,000 - 8,000 - - - - - - 8,000
241 Laurel Glen Annex-Sept Expds 36218 BLD Laurel Glen PURCHASED 9/19/2012 475 - 475 - - - _ _ 475
242 Laurel Glen Annex-December Expds 362110 BLD Laurel Glen PURCHASED 12/21/2012 110 - 110 - - - - - Ito
243 Laurel Glen Annex-January Expds 362112 BLD Laurel Glen PURCHASED 1/222013 15.347 - 15347 - - - - - 15,347
244 Laurel Glen Annex-February Expds 362114 BLD Laurel Glen PURCHASED 2/26/2013 l 1,632 - 11,632 - - - - - 11,632
245 Laurel Glen Annex-April Expds 362116 BLD Laurel Glen PURCHASED 4/23/2013 941 - 941 - - - - - 941
246 Laurel Glen Annex-June Expds 362118 BLD Laurel Glen PURCHASED 6/30/2013 5,170 - 5,170 - - _ _ _ 5,170
247 Laurel Glen Annex-Oct Expds 362120 BLD Laurel Glen PURCHASED 10/7/2013 315 - 315 - - _ _ 315
248 Bozeman Creek House.(Wtp Employee House) 5140 BLD Water Treatment Plant PURCHASED 7/1/1998 45,322 - 45.322 - 45,322
249 Bozeman Creek Other 5150 BLD Water Operafions PURCHASED 7/1/1998 26,419 - 26.419 - 26.419 - _ _ _
250 City Garage 5160 BLD Water Operations PURCHASED 7/I/1998 65,000 - 65,000 - _ _ _ _ 65,000
251 Water Tower&Lines Sid 11060 IMP Special Improv District PURCHASED 7/1/1998 14,454 - 14,454 - - - 14,454 - -
252 Highland Blvd Water Line 12570 IMP Water Operations PURCHASED 7/1/1998 14,000 - 14.000 - - - 14,000 - -
253 Sid 656 Bump Water Main 15710 IMP Special Improv District PURCHASED 9/7/1993 270,635 - 270,635 - - - 270,635 - -
254 Sid 629 Water University 20140 IMP Special Improv District PURCHASED 7/l/1998 42,338 - 42,338 - - - 42,338 _ _
Appendix A
Page 5 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Existing Water Utility System Assets Ill
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments 121 Acq.Anat. Supply Treatment Trans. Distribution Meters Plant
255 Sid 646 Water&Sewer N.77h Avenue 22950 IMP Special Improv District PURCHASED 7/30/1984 159,705 - 159,705 - - - 159,705 - -
256 Oak Street Water Trunk 24160 IMP Water Operations PURCHASED 7/1/1998 417,450 - 417,450 - - 417,450 -
257 Bozeman Creek Water Supply 24170 IMP Water Operations PURCHASED 7/1/1998 433,589 - 433,589 433,589 - -
258 Garfield Water Trunk 24180 IMP Water Operations PURCHASED 7/1/1998 165,984 - 165,984 - - 165,984 - _
259 Kagy Blvd Water System 24200 IMP Water Operations PURCHASED 7/1/1998 22,898 - 22,898 _ _ - '2 898 - -
260 Water Tmnk Line @a Oak Street 25590 IMP Water Operotions PURCHASED 7/l/1998 322,433 - 322A33 - - 322.433 - _ -
261 Water Line Improvements 27040 IMP Water Operations PURCHASED 7/1/1998 212,898 - 212,898 _ _ _ 212,898 - -
262 Wtr Renovations Survey 7/28/2006-75% 27042 IMP Water Operations PURCHASED 8/1/2006 9,575 - 9,575 - - - - - 9.575
263 Wtr Renovations Survey 4/28/2006 27043 IMP Water Operations PURCHASED 5/1/2006 14,363 - 14,363 - - - - - 14.363
264 Wtr Renovations Survey 5/19/2006-30% 27W IMP Water Operations PURCHASED 6/12006 47,876 - 47,876 - _ _ _ - 47876
265 Wtr Renovations Pjct-Mapping Svcs Thm 8/25/06 27045 IMP Water Operations PURCHASED 8/252006 14,363 - 14,363 - - - - - 14.363
266 Wtr Renovations Pjct-Surveying Svcs Thou 9/8/06 27046 IMP Water Operations PURCHASED 9/8/2006 9,575 - 9,575 - - - - - 9,575
267 Wtr Renovations Pjct:Surveying Svcs Thm 12/29/06 27047 IMP Water Operators PURCHASED 1/l2007 5,739 - 5,739 - - - - - 5.739
268 Wtr Renovations PjctSurvey Prof Svcs Thm 2/9/07 27048 IMP Water Operations PURCHASED 2/92007 2,071 - 2,071 - _ _ _ - 0 071
269 Wtr Renovations Pjct:Deq Review Fees 27049 IMP Water Operations PURCHASED 3/22/2007 _600 - -600 - - - - - -600
270 Wtr Renovations Pjet:Surveying Svcs Thm 5/I1/07 270410 IMP Water Operations PURCHASED 5/11/2007 16,192 - 16,192 - - - - - 16,192
271 Wtr Renovations Proj:I%Grt(Chief)6/25-7/25/07 270411 IMP Water Operations PURCHASED 7/12007 2,971 - 2,971 - - 1.094 1,878 - _
272 Wtr Renovations Pmj:Constr Svcs 6/25-7/25(Chief) 270412 IMP Water Operations PURCHASED 7/1/2007 294,176 - 294,176 - - 108,258 185,918 -
273 Wtr Renovations Proj:1%Grt(Chief)725-8/25/07 270413 IMP Water Operations PURCHASED 8/252007 2,305 - 2.305 - - 848 1,457
274 Wtr Renovations Proj:Constr Svcs 7/25-825(Chief) 270414 IMP Water Operations PURCHASED 8252007 228,242 - 228,242 - - 83.994 144,248
275 Wtr Renovations Proj:Constr Svcs 8/25-9/25(Chief) 270415 IMP Water Operations PURCHASED 9/302007 143,958 - 143,958 - - 52,977 90,981
276 Wtr Renovations Proj:I%On(Chief)Thm 9/25/07 270416 IMP Water Operations PURCHASED 9/30/2007 1,454 - 1,454 - - 535 919 -
277 Sid 665 Northwest Water Line 27400 IMP Special Improv District PURCHASED 6/10/1999 887,014 - 887,0I4 - - - 887,014
278 Sid 665 Northwest Water Line 27401 IMP Special Improv District PURCHASED 6/12000 42,302 - 42,302 - - - 42,302
279 Sid 665 Northwest Water Line 27402 IMP Special Improv District PURCHASED 6/212000 2,633 - 2,633 - - - 2,633 - -
280 07 Wtr Renovations Reimb:I I I S Church Sorenson 320816 IMP Water Operations PURCHASED 5/27/2008 241 - 241 - - 89 152
281 Water Renovations Project(Lamme):July Expds 320825 IMP Water Operations PURCHASED 7/31/2009 58,449 - 58,449 - - 21,510 36,940 -
282 Water Renovations Pmject.July Expds 320826 IMP Water Operations PURCHASED 7/31/2009 66,611 - 66,611 - - 24,513 42,098
283 Water Renovations ProjectAugust Expds 320827 IMP Water Operations PURCHASED 9/312009 129,988 - 129,988 - - 47.836 82,151 -
284 Water Renovations PmjectSeptember Expds 320828 IMP Water Operations PURCHASED 9/15/2009 44,632 - 44,632 - - 16,425 28,207
285 Water Renovations PmjcctSeptember Expds 320829 IMP Water Operations PURCHASED 9/302009 206,798 - 206,798 - - 76,103 130,695
286 Water Renovations Pmject:October Expds 320830 IMP Water Operations PURCHASED 10/31/2009 212,163 - 212,163 - - 78,077 134,086
287 Water Renovations Project:November Expds 320831 IMP Water Operations PURCHASED I1/62009 74,610 - 74,610 - - 27,457 47,153
288 Water Renovations Project.November Expds 320932 IMP Water Operations PURCHASED 11/12/2009 33,063 - 33.063 - - 12.167 20,896 -
289 Water Renovations ProjectJanuary Expds 320934 IMP Water Operations PURCHASED 1/182010 40,759 - 40,759 - - 15,000 25,760
290 Water Renovations Project:Febmary Expds 320835 IMP Water Operations PURCHASED 2/192010 8,000 - 8,000 - - 2.944 5,056 -
291 Lamme Water Replacement Final 320236 IMP Water Operations PURCHASED 10/31/2010 33,582 - 33,582 - - 12,358 21,214
292 Water Renovations ProjeckOctober Expds 320837 IMP Water Operations PURCHASED 10222010 1,515 - 1,515 - - 557 957
293 2011 Water Renovations Project:January Expds 320838 IMP Water Operations PURCHASED 1/31/2011 1,860 - 1,860 - - 685 1,176 -
294 2011 Water Renovations ProjectMarch Expds 320839 IMP Water Operations PURCHASED 327/2011 880 - 880 - - 324 556
295 2011 Water Renovations PmjectApril Expds 320840 IMP Water Opemtions PURCHASED 426/2011 180 - ISO - - 66 114 -
296 2011 Water Renovations ProjectJuly Expds 320841 IMP Water Operations PURCHASED 7/30/2011 243,352 - 243,352 - - 89,555 153,797 -
297 2011 Water Renovations ProjectAugust Expds 320842 IMP Water Operations PURCHASED 8/30/2011 275,620 - 275,620 - - 101,430 174,190 -
298 2011 Water Renovations Project:September Expds 320843 IMP Water Operations PURCHASED 9/30/2011 337.564 - 337,564 - - 124,225 213,339
299 2011 Water Renovations ProjectOctober Expds 320944 IMP Water Operations PURCHASED 10/12011 673 - 673 - - 248 425 - -
300 2011 Water Renovations Project:Jnnuary Expds 320845 IMP Water Operations PURCHASED 1/272012 19,444 - 19,444 - - 7,155 12,299
301 2012 Water Renovations ProjectMarah Expds 320846 IMP Water Operations PURCHASED 3/30/2012 12,182 - 12,182 - - 4,483 7,699
302 2011 Water Renovations-Bond Prints 320847 IMP Water Operations PURCHASED 4/122012 77 - 77 - - 28 49
303 20 t2 Water Renovations Svcs Thm 4/28/12 320848 DAP Water Operations PURCHASED 4/28/2012 5,148 - 5,149 - - 1,895 3,254
304 2012 Water Renovations Svcs Thm 6/1/12 320849 IMP Water Operations PURCHASED 5/31/2012 19,697 - 19,697 - - 7.248 12.448 -
305 2012 Water Renovations ProjectJune Expds 320850 IMP Water Operations PURCHASED 6/18/2012 1,072 - 1,072 - - 394 677 -
306 2012 Water Renovations ProjectJune Expds 320851 IMP Water Operations PURCHASED 6/29/2012 7,109 - 7,109 - - 2,616 4,493 -
307 2011 Water Renovations ProjectJuly Expds 320852 IMP Water Operations PURCHASED 7/31/2012 $3,262 - 53,262 - - 19,601 33,661
308 2012 Water Renovations ProjectJuly Expds 320853 IMP Water Operations PURCHASED 7/27/2012 5,874 - 5,874 - - 2,162 3,712 - -
309 2012 Water Renovations PmjectAugust Expds 320854 IMP Water Operations PURCHASED 8/28/2012 136,728 - 136.728 - - 50,317 86,412 -
310 Water Renovations Retainage Thm 6/30/12 320855 IMP Water Operations PURCHASED 629/2012 46,462 - 46,462 - - 17.098 29,364
311 2012 Water Renovations Project:August Expds 320856 IMP Water Operations PURCHASED 9/28/2012 14,775 - 14,775 - - 5,437 9,338
312 2012 Water Renovations ProjectOctober Expds 320857 IMP Water Operations PURCHASED 10/12012 104,391 - 104391 - - 38.416 65,975 - -
313 2012 Water Renovations ProjeckNovember Expds 320858 IMP Water Operations PURCHASED 11/l/2012 137,496 - 137,496 - - 50,599 86,897 -
314 2013 Water Renovations Project:Mamh Expds 320859 IMP Water Operations PURCHASED 3/142013 2,814 - 2,814 - - 1,035 L778
315 2013 Water Renovations ProjectApril Expds 320860 IMP Water Operations PURCHASED 4/1/2013 152 - 152 - - 56 96 -
316 2013 Water Renovations ProjectMay Expds 320861 IMP Water Operations PURCHASED 5/31/2013 204,885 - 204,985 - - 75,399 129,486 -
317 2013 Water Renovations ProjectJune Expds 320962 IMP Water Operations PURCHASED 6/302013 86,299 - 86,299 - - 31,759 54,541 -
318 2012 Water Renovation Retainage Thm 6/30/13 320863 IMP Water Operations PURCHASED 6/30/2013 24,469 - 24,469 - - 9,005 15,464 -
Appendix A Page 6 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Existing Water Utility System Assets 111
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments 121 Acq.Amt. Supply Treatment Trans. Distribution Meters Plant
319 2013 Water Renovation Retainane That 6/30/13 320864 IMP Water Operations PURCHASED 6/30/2013 10,783 - 10,783 - - 3,968 6.815 - -
320 2013 Water Renovations Project:July Expds 320865 IMP Water Operations PURCHASED 7/30/2013 233,947 - 233,947 - - 86,094 147.853 -
321 2013 Water Renovations Project:August Expds 320866 IMP Water Operations PURCHASED 8/29/2013 258,058 - 258,058 - - 94,967 163.091 - -
322 2013 Water Renovations ProjeceFeb Expds 320867 IMP Water Operations PURCHASED 2/1/2014 253.286 - 253,286 - - 93,211 160,076 - -
323 2013 Water Renovations ProjectMnrch Expds 320868 IMP Water Operations PURCHASED 3/3/2014 1,378 - 1,378 - - 507 871 -
324 2012 Water Renovations ProjeenFinal 320869 IMP Water Operations PURCHASED 6/30/2014 19.000 - 19,000 - - 6,992 12,008 - -
325 2014 Water Renovations Pmject:June Expds 320970 IMP Water Operations PURCHASED 6/30/2014 59,001 - 59,001 - - 21,713 37.288 - -
326 Water Renovations Reminage Thm 6/30/14 320971 IMP Water Operations PURCHASED 6/30/2014 3,105 3,105 - - 1,143 1,963 -
327 2014 Water Renovations Project:July Expds 320972 IMP Water Operations PURCHASED 7/31/2014 135,932 - 135,832 - - 49,987 85,845 -
328 2014 Water Renovations ProjeceAugust Expds 320873 IMP Water Operations PURCHASED 8/30/2014 180,779 - 180,779 - - 66,528 114,251 - -
329 2014 Water Renovations Project:October Expds 320874 IMP Water Operations PURCHASED 10/31/2014 188,949 - 188,949 - - 69,534 119,415 - -
330 2014 Water Renovations ProjectMay Expds 320975 IMP Water Operations PURCHASED 5/28/2015 2,263 - 2,263 - - 833 1.430 - -
331 2015 Water Renovations Project:June FyI5 Expds 320876 IMP Water Operations PURCHASED 6/162015 200 - 200 - - 74 126 _
332 2015 Water Renovations Project:Oct Fyl6 Expds 320877 IMP Water Operations PURCHASED 1023/2015 164.298 - 164,298 - - 60,463 103,836 -
333 2015 Water Renovations ProjecrDec Fyl 6 Expds 320880 IMP Water Operations PURCHASED 1221/2015 17,936 - 17,936 - - 6,601 11,335 - -
334 2015 Water Renovations ProjectAprl FyI6 Expds 320881 IMP Water Operations PURCHASED 4/21/2016 1,521 - 1,521 - - 560 961 - -
335 2015 Water Renovations ProjeceMay Fyl 6 Expds 320882 IMP Water Operations PURCHASED 5/6/2016 182,058 - 182,058 - - 66,998 115,060 - -
336 2015 Water Renovations ProjectJune FyI6 Expds 320883 IMP Water Operations PURCHASED 6/302016 271,243 - 271,243 - - 99,819 171.424 -
337 2015 Water Renovations Prcjcct:Rcwinagc:Fy16 320994 IMP Water Operations PURCHASED 6/30/2016 36,216 - 36.216 - - 13.328 22,888 - -
338 2015 Water Renovations Project:July Fy 17 Expds 320995 IMP Water Operations PURCHASED 7/292016 202,006 - 202.006 - - 74.339 127.666 -
339 2015 Water Renovations Storm Mansion Damage Rpr 320986 IMP Water Operations PURCHASED 9/30/2016 586 - 586 - - 216 370 -
340 2015 Water Renovations Project:Oct Fyl7 Expds 320997 IMP Water Treatment Plant PURCHASED 10/312016 960 - 960 - - 353 607 -
341 2015 Water Renovations Project:Nov Fy17 Expds 320888 IMP Water Opcmdons PURCHASED 11/30/2016 2,910 - 2,810 - - 1,034 1.776 - -
342 2015 Water Renovations Project:March Fy 17 Expds 320889 IMP Water Operations PURCHASED 3/72017 268,323 - 268,323 - - 98,744 169.578 - -
343 2015 Water Renovations Project.April Fy17 Expds 320890 IMP Water Operations PURCHASED 4/l2017 2.811 - 2,811 - - 1,034 1,777 - -
344 2015 Water Renovations ProjectMay Fyl7 Expds 320891 IMP Water Operations PURCHASED 5/312017 362 - 362 - - 133 229 - -
345 Fy80-06 Private Water lnfr:Developer Contributions 34070 IMP Water Operations CONTRIBUTION 6/30/2007 106,493,385 - 106,493,385 - - 39,190.118 67,303,267 - -
346 Fy07 Private Water lnfr:Developer Contributions 34071 IMP Water Operations CONTRIBUTION 6/30/2007 12,411,654 - 12.411.654 - - 4,567,553 7,844,101 - -
347 Fy08 Private Water Infr:Developer Contributions 34072 IMP Water Operations CONTRIBUTION 6/30/2008 14.773,289 - 14.773.289 - - 5,436,647 9336,642 -
348 Fy09 Private Water tnfr:Devcloper Contributions 34073 IMP Water Operations CONTRIBUTION 6/302009 2.871,535 - 2,871.535 - - 1,056,740 1,814.796 - -
349 FyIO Private Water Infr:Developer Contributions 34074 IMP Water Operations CONTRIBUTION 6/302010 2,365,634 - 2,365,634 - - 870,566 1,495,068 - -
350 Fyl l Private Water Infr:Developer Contributions 34075 IMP Water Operations CONTRIBUTION 6/302011 3,019.860 - 3,019,860 - - 1,111,324 L908,536 -
351 Fy12 Private Water lnfr:Developer Contributions 34076 IMP Water Operations CONTRIBUTION 6/30/2012 564,404 - 564,404 - - 207,703 356.700 - -
352 Fy13 Private Water InfcDeveloper Contributions 34077 IMP Water Operations CONTRIBUTION 6/30/2013 156,123 - 156,123 - - 57,454 98,669 -
353 Fy14 Private Water InfcDeveloper Contributions 34078 IMP Water Operations CONTRIBUTION 6/30/2014 3,137,978 - 3,137,978 - - 1,154.792 1.983.186 -
354 Fyl S Private Water Infr:Developer Contributions 34079 IMP Water Operations CONTRIBUTION 6/30/2015 4,305,327 - 4,305.327 - - 1,584.383 2,720,944 -
355 FyI 6 Private Water lnB:Developer Contributions 340710 IMP Water Operations CONTRIBUTION 6/30/2016 5,178,425 - 5,178,425 - - 1,905,687 3272,738 - -
356 Fy17 Private Water InfcDeveloper Contributions 340711 IMP Water Operations CONTRIBUTION 6/30/2017 3,240,003 - 3,240,003 - - 1,192,339 2,047,665 - -
357 Water/Sewer Adjstmt @ Babcock&Kagy-City'S Share 34281 IMP Water Operations PURCHASED 5/30/2008 26,072 - 26,072 - - 9,595 16,477 -
358 Water/Sewer Adjstmt@19Th&Main-City'S Share 34282 IMP Water Operations PURCHASED 6/l/2008 14.739 - 14.739 - - 5.424 9.315 - -
359 S.19Th&College Relocate+Betterment:City Share 34283 IMP Water Operations PURCHASED 62/2008 81,905 - 81,905 - - 81.905 - - -
360 S.19Th&College Relocate+Bette m:City Share 34284 IMP Water Operations PURCHASED 6/19/2009 39,131 - 39,131 - - 39,131
361 Concrete Retaining Wall&Dmin Improv @ Shops 34575 IMP City Shops PURCHASED l/l2009 7,457 - 7,457 - - _ _ _ 7,457
362 Laurel Glen Annex Irrgm-June Fyl5 Expds 362122 IMP Laurel Glen PURCHASED 6/30/2015 19,504 - t9,504 - - - 19,504 - -
363 6"Neptune Water Meter@Covered Wagon Trailer Crt 36350 IMP Water Operations PURCHASED 4/2/2012 7,880 - 7,880 - - _ - 7,880 _
364 2015 Mt Fiber Optic Proj Sept Expds 36927 IMP Water Operations PURCHASED 9/302015 92,107 - 92.107 - _ _ _ 92.107
365 2015 Mt Fiber Optic Proj Oct Expds 36928 IMP Engineering PURCHASED 10/30/2015 4.848 - 4,848 - _ _ _ - 4.848
366 College-Main->S 19Th-Mdot Highway Project 37130 IMP Street Department PURCHASED I/l/2014 21,884 - 21,884 - - 21.884 - - -
367 Sid 718-E Story Street Water Replacement 37281 IMP Special Improv District PURCHASED 5/6/2014 1,080 - 1.080 - - - 1,080 - -
368 Baxter/Davis Intersection Deq Water Review Fees 373616 IMP Street Department PURCHASED I/l/2016 834 - 834 - - - _ _ 834
369 Baxter/7Th To 19Th Improvement Fy17 Deq Permit Fee 373633 IMP Water Operations PURCHASED 4/30/2017 1267 - 1,267 - - _ _ - 1.167
370 Cris Storm Dmin Unit Separator 37641 IMP City Shops PURCHASED 3/1/2015 2,333 - 2,333 - - - - - 2.333
371 Durston/Cotmwd Utility Exteasion:March Expds Fy17 378218 IMP Water Operations PURCHASED 3/31/2017 710 - 710 - _ _ _ _ 710
372 Durston/Cottnwd lmprovement:June Expds 378221 IMP Street Department PURCHASED 6/1/2017 280 - 280 - - - - _ 280
373 Sid732:N Wallace Ave Water.August Expds Fyl7 39177 IMP Special Improv District PURCHASED 8/18/2016 22,950 - 22,950 - - - 22,950 -
374 Sid732:N Wallace Ave Water.Septnbr Expds Fy 17 381711 IMP Special Improv District PURCHASED 9/8/2016 1,894 - 1,894 - - _ 1,894
375 Sid732:N Wallace Ave Water.Novembr Expds Fy17 381714 IMP Special Improv District PURCHASED I I/l/2016 103 - 103 - - - 103 - -
376 Rouse-Oak To Storymill Rd(Water/Sewer)City Share 39640 IMP Water Operations PURCHASED 8/31/2016 32,064 - 32.064 - - 32,064 -
377 Kegy Interim Improvements-June Fy17 39775 IMP Water Operations PURCHASED 6/302017 173,618 - 173,618 - - _ _ _ 173,618
378 Sid739:O1ive&Chumh Recnstrcm Prj-Fy17-June Exp 39912 IMP Special Improv District PURCHASED 6/1/2017 14,722 - 14,722 - - - 14.722 - -
379 Sid739:Olive&Church Recnstrcm Prj-Fyl7-June Exp 399110 IMP Special Improv District PURCHASED 6/30/2017 50,147 - 50,147 - - - 50,147 - -
380 Sid 568 Water Main 4340 IMP Special Improv District PURCHASED 7/I/1998 85,918 - 85,918 - - - 85,918 -
381 Sid 582 Water Main West Koch 4460 IMP Special Improv District PURCHASED 7/1/1998 89,527 - 89.527 - - - 89.527 - -
382 Sid 591 Water North Rouse&North 7Th 4520 IMP Special Improv District PURCHASED 7/l/1998 440,000 - 440,000 - - - 440,000 - -
Appendix A Page 7 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Existina Water Utility System Assets 111
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments l21 Acq.Amt. Supply Treatment Tans Distribution Meters Plant
383 Sid 600 Water Figgins 4Th 4610 IMP Special Improv District PURCHASED 7/1/1998 90,425 - 90,425 - - - 90,425 -
384 Sid 603 Water GrafS First 4640 IMP Special Improv District PURCHASED 7/1/1998 94,134 - 94,134 - - - 94,134 -
385 Sid 610 Water Westridge 4710 IMP Special Improv District PURCHASED 7/1/1998 66,003 - 66,003 - - - 66,003 - -
386 Sid 414 New Hyalite 5830 IMP Special Improv District PURCHASED 7/1/1998 194,033 - 184,033 - - - 184,033
387 Sid 437 Park Manor 5860 IMP Special Improv District PURCHASED 7/l/1998 76,060 - 76,060 - - - 76,060 -
388 Sid 502 West Side 5960 IMP Special Improv District PURCHASED 7/1/1998 632,577 - 632.577 - - - 632,577
389 Sid 511 Thompson&Univ 5990 IMP Special Improv District PURCHASED 7/1/1998 165,744 - 165,744 - - - 165,744
390 Sid 526 Graf-Figgins 6020 IMP Special Improv District PURCHASED 7/1/1998 76,814 - 76,814 - - - 76.914
391 Sid 528 Graf-Figgins 6030 IMP Special Improv District PURCHASED 7/1/1998 58,366 - 58,366 - - - 58,366
392 Sid 532 Remington Addition 6050 IMP Special Improv District PURCHASED 7/1/1998 53,671 - 53.671 - - - 53,671
393 Sid 534 Water Mains Kmart 6070 IMP Special Improv District PURCHASED 7/7/1998 41,926 - 41,926 - - - 4L926
394 Sid 550 Water Main Gm£Figgins 6090 IMP Special Improv District PURCHASED 7/l/1998 67,524 - 67,524 - - - 67,524 -
395 Sid 576 Water North 22Nd 6110 IMP Special Improv District PURCHASED 7/1/1998 22,748 - 22,748 - - _ 21-748
396 Sid 578 North 19Th 6120 IMP Special Improv District PURCHASED 7/1/1998 29,012 - 29,012 - - - 29,012 -
397 Sid 619 Water Mains Lea Drive 6130 IMP Special Improv District PURCHASED 7/1/1998 19,301 - 19,301 - - - 19,301
398 Sid 622 Valley Unit 6150 IMP Special Improv District PURCHASED 7/1/1998 366,727 - 366,727 - - - 366,727
399 Sid 624 Valley Unit 6160 IMP Special Improv District PURCHASED 7/1/1998 525,011 - 525,011 - - - 525,011
400 Lyman Creek Reservoir t 1540 IMP Water Operations PURCHASED 7/1/1998 710,636 - 710,636 710,636 - - - _ -
401 Lyman Creek Reservoir 12970 IMP Water Opemtions PURCHASED 7/1/1998 324,690 - 324,690 324.690
402 Highland Blvd 14550 IMP Water Operations PURCHASED 7/1/1998 100,284 - 100,284 - - 100,284
403 Water System Expansion 15260 IMP Water Operations PURCHASED 7/1/1998 59,093 - 59,093 - - 59,093 - - -
404 Water System Improvements 20780 IMP Water Operations PURCHASED 7/1/1998 36,340 - 36,340 - 36,340 - _
405 Reservoir Supply Main 24150 IMP Water Operations PURCHASED 7/1/1998 467,936 - 467,936 467.936
406 2Mg Tank 24520 Ev1P Water Treatment Plant PURCHASED 7/1/1998 567,838 - 567,838 567.838
407 Sourdough Improvements-Connection Bldg 31330 IMP Water Treatment Plant PURCHASED 6/30/2002 444,544 - 444,544 - - - - - 444,544
408 Sourdough lmprov:(t)24"Lineseal Water Valve 31331 IMP Water Operations PURCHASED 5/12/2009 5,101 - 5,101 - - 5,101
409 Sourdough Improv:(2)Hymax Couplers 31332 lMP Water Operations PURCHASED $/152009 2,055 - 2,055 - - 2,055
410 Sourdough Improv:Instali Water Valve @ Sourdgh Rd 31333 IMP Water Operations PURCHASED 5/252009 19,750 - 19,750 - - 19,750 - -
411 West Babcock Water Main 31340 IMP Water Operations PURCHASED 6/302002 39,500 - 39,500 - - 39,500
4t2 Water Renovations Project 32080 IMP Water Operations PURCHASED 10/2/2002 44,692 - 44,692 - - 16,447 28,245 - -
413 Water Renovations Project 32081 IMP Water Operations PURCHASED l0/2/2002 31,530 - 31,530 - - 11,603 19,927 -
414 Water Renovations Project 32092 IMP Water Operations PURCHASED 9/42002 138,416 - 138,416 - - 50,938 87,478
415 Water Renovations Project 32093 IMP Water Operations PURCHASED 827/2002 1,398 - 1,398 - - 515 884
416 Water Renovations Project 32084 IMP Water Operations PURCHASED 10/82002 108,655 - I08,655 - - 39,996 68,669 -
417 Water Renovations Project 32085 IMP Water Operations PURCHASED 1022/2002 171,603 - 171,603 - - 63.151 108,452
418 Water Renovations Project 32086 IMP Water Operations PURCHASED 1/14/2003 166,808 - 166,808 - - 61,386 105,422
419 Water Renovations Project 32087 IMP Water Operations PURCHASED 1/212003 6,919 - 6,919 - - 2,546 4,373 -
420 Water Renovations Project 32088 IMP Water Operations PURCHASED 12/32002 11,t97 - 11,197 - - 4.121 7,076
421 Water Renovations Project 32089 IMP Water Operations PURCHASED 9/19/2003 392 - 382 - - 141 241 - -
422 Water Renovations Project 320810 IMP Water Operations PURCHASED 10/15/2003 254 - 254 - - 93 160 - -
423 Water Renovation Project 320811 IMP Water Operations PURCHASED 11/152003 269 - 269 - - 99 170 -
424 Water Renovations Project 320812 IMP Water Operations PURCHASED 12/152003 14,965 - 14,865 - - 5,470 9,395 -
425 Wtr Renovations Prcj:Svcs For 6/18-6/25/07 320813 IMP Water Operations PURCHASED 60-5/2007 243,176 - 243,176 - - 89,490 153,686
426 Wtr Renovations Prej:Svcs For 6/18-6/25/07(1%Grt) 320814 IMP Water Operations PURCHASED 6/25/2007 2.456 - 2,456 - - 904 1.552
427 Wtr Renovations Proj:115 S Church Backup 320815 IMP Water Operations PURCHASED 1/31/2009 -248 - -248 - - 91 t57 -
428 08 Lamme Water Replacement Project-Deq Review Fees 320817 IMP Water Operations PURCHASED 6/172008 2,032 - 2,032 - - - 2,032
429 Wtr Renovations Prej:Survey Svcs Thm 9/27/08 320818 IMP Water Operations PURCHASED 9/272008 6,490 - 6.490 - - - 6,490 - -
430 Lamme Wtr Rplcmt Const Sept(Net Pacific Steel S) 320819 IMP Water Operations PURCHASED 9/302008 194,708 - 194,708 - - 71,654 123,054 -
431 Lamme Water Replacement Constr Thm 9/30/08 I%Grt 320920 IMP Water Operations PURCHASED 9/30/2008 1,975 - 1,975 - - 727 1,248
432 Lamme Wtr Rplcmt Const Oct(Net Pacific Steel S) 320821 IMP Water Operations PURCHASED 10/312008 281,599 - 281,588 - - 103,626 177,962 -
433 Lamme Water Replacement Constr Thru 10/31/08 I%Grt 320822 IMP Water Operations PURCHASED 10/312008 2,855 - 2,855 - - 1,05t 1,804 - -
434 2009 Water Renovations:Plan Review Fees 320823 IMP Water Operations PURCHASED 4/16/2009 2,902 - 2,902 - - - 2,902 - -
435 2009 Water Renovations Pmject:Xerox Bond Prints 320824 IMP Water Operations PURCHASED 420/2009 504 - 504 - - - 504 - -
436 Sourdough Creek Station 32120 IMP Water Operations PURCHASED 6/15/2003 2,911 - 2,911 - - 2,911 - - -
437 Sourdough Transmission Main 321211 IMP Water Treatment Plant PURCHASED 10/15/2004 4,110 - 4,110 - - 4,110 -
438 Distribution System 5180 IMP Water Operations PURCHASED 7/1/1998 1.262,113 - 1,262.113 - - 464A64 797,649 -
439 Lyman Creek Intake 5200 IMP Water Operations PURCHASED 7/l/1998 50,362 - 50,362 - - 50.362 - - -
440 Lyman Creek 18"Main 5210 IMP Water Operations PURCHASED 7/1/1998 60,798 - 60,798 - - 60,798
441 Bozeman Creek Intake Main 5230 IMP Water Operations PURCHASED 7/1/1998 117,721 - 117,721 117,721 - _ _ - -
442 Bozeman Creek 5240 IMP Water Operations PURCHASED 7/t/1998 86,756 - 86,756 86,756
443 Middle Creek Transmission 5260 IMP Water Operations PURCHASED 7/1/1998 610,887 - 610,887 - - 610,887
444 Presediment Basin 5270 IMP Water Operations PURCHASED 7/1/1998 122,782 - 122,782 122,782 _ _
445 South Basin 5280 IMP Water Opemtions PURCHASED 7/1/1998 214,101 - 214,101 214,101
446 Bozeman Creek Access 21530 LAN Water Operations PURCHASED 7/1/1998 5,000 - 5.000 5,000
Appendix A
Page 8 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Existing Water Utility System Assets Ill
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments 121 Acq.Amt. Supply Treatment Trans. Distribution Meters Plant
447 N Rouse Property:Ph 2-May Expds 39693 LAN City Shops PURCHASED 5/192017 3,909 - 3.909 - - - - - 3,909
448 N Rouse Property:Ph 1-June Expds 39694 LAN City Shops PURCHASED 6/1/2017 2,500 - 2,500 - - - - - 2,500
449 1804 N Rouse/Mdt Property Stpp 86-1(44)-June Exp 39752 LAN City Shops PURCHASED 6/302017 292.500 - 292,500 - - - - - 291.500
450 Bozeman Creek 5040 LAN Water Operations PURCHASED 7/1/1998 26,500 - 26,500 26,500 - - _ _ -
451 Middle Creek 5050 LAN Water Operations PURCHASED 7/1/1998 22,500 - 22,500 22,500
452 Water Rights-Contracts 52A6 15830 LAN Water Operations WTRRIGHTS 7/l/1998 3,600 - 3,600 3,600
453 Water Rights-Bozeman Creek 5060 LAN Water Operations WTRRIGHTS 7/l/1998 64,179 - 64,179 64.179
454 Water Rights-Lyman Creek 5070 LAN Water Operations WTRRIGHTS 7/1/1998 21.699 - 21,699 21.699
455 Water Rights-Middle Creek-Hylite Resovoir $080 LAN Water Operations WTRRIGHTS 7/1/1998 171,516 - 171,516 171,516
456 Water Rights-Sapain Ferris 5090 LAN Water Operations WTRRIGHTS 7/1/1998 2,500 - 2,500 2.500 - - _ _ _
457 Wonderware Seada Software-Dec 125878 M&E Water Treatment Plant PURCHASED 12/16/2014 8,646 - 8,646 - - - - - 8.646
458 Accounting Software 26253 M&E Ht.Software PURCHASED 12/1/1998 24.800 - 24.800 - - - - - 24,800
459 Cisco 310239 M&E Cisco Phone System PURCHASED 9/15/2002 5 - 5 - _ _ _ _ 5
460 Cisco 310256 M&E Cisco Phone System PURCHASED 1/152003 230 - 230 - - _ _ - 230
461 Cisco 310296 M&E Cisco Phone System PURCHASED 2/15/2003 3 - 3 - - _ _ _ 3
462 Cisco 3102113 M&E Cisco Phone System PURCHASED 5/15/2003 209 - 209 - - _ _ - 209
463 Hte Click2Gov:Digiml Certificate-Cx 332426 M&E Hte Software PURCHASED 12/l/2006 120 - 120 - - - - - 120
464 He,Click2Gov:Core Module#20061445 332435 M&E Hte Software PURCHASED 12/12006 620 - 620 - - - - - 620
465 Hte Click2Gov:Cx Utility Billing 332442 M&E Hte Software PURCHASED 12/1/2006 1,390 - 1,390 - _ _ _ _ 1,390
466 Hte Click2Gov:Tax Billing Module(Sid Billing) 332451 M&E Hte Software PURCHASED 12/12006 1,938 - 1,938 - _ _ _ - 1,938
467 Ho,Click2Gov:Final Core Module Install 332469 M&E Hte Software PURCHASED 3/232007 300 - 300 - _ _ _ _ 300
468 Hte Click2Gov:Tax Cc Activation Installation 332479 M&E Hte Software PURCHASED 3/23/2007 163 - 163 - - _ _ - 163
469 Hte Click2Gov:Tax Billing-FCollect Final Install 332487 M&E Hte Software PURCHASED 3/23/2007 225 - 225 _ _ _ _ _ "S
470 Hte Click2Gov:Util Cc Activation Installation 332493 M&E Hat Software PURCHASED 3/23/2007 217 - 217 - - _ _ - 217
471 Hte Click2Gov:Util Cx Final Installation 332499 M&E Hte Software PURCHASED 3/232007 300 - 300 - - - - - 300
472 Server-Data Backup ManagnS 14974.55 Split Citywide 3324144 M&E Information Technology PURCHASED l l/l/2007 599 - 599 - - - - - 599
473 Cityworks Work Order Lic-Azteca Work Orders Pmt#I 3324151 M&E Geographic Info Systems PURCHASED 11/28/2007 12.833 - 12,833 - - 6,417 6.417 - -
474 Work Order Are-Gs License:Water Portion#97189 3324160 M&E Geographic Info Systems PURCHASED 2/l2008 4,250 - 4,250 - - 2,125 2,125 - -
475 Work Order 2-Day Training Kick-Off Meeting-Azteen 3324164 M&E Geographic Info Systems PURCHASED 3/l2008 1,800 - 1.800 - - 900 900 -
476 Ctywrks Database Config Tusk2,2A,3,4 Remote Instal 3324179 M&E Geographic Info Systems PURCHASED 4/212008 12,075 - 12,075 - - 6,038 6,038 -
477 Ctywrks Database Config Task 5,6,7 Remote Install 3324180 M&E Geographic Info Systems PURCHASED 4/17/2008 7,550 - 7,550 - - 3,775 3.775 -
478 Cityworks Site License Startup:Azteca Sys:July Exp 3324229 M&E Geographic Info Systems PURCHASED 7/10/2013 8,435 - 8,435 - - 4,218 4.218 -
479 Add'L(2)Are-Gis Licenses-Water Portion 3324233 M&E Geographic Info Systems PURCHASED 9/52013 3,943 - 3,943 - - 1,971 1.971 -
480 Meter Reading Device(Backup For Fn#3745) 33591 M&E Water Operations PURCHASED 10/22006 19,925 - 19,925 - - _ _ 19,925 -
481 P7-New As400 Software/Hardware 36142 M&E City Hall:121 N.Rouse PURCHASED 6/28/2011 5,187 - 5.187 - _ _ _ - 5,187
482 Iseries+P7 V7Ri Os Upgmde:Sungard Srvr Operat Sys 36149 M&E City Hu11:121 N.Rouse PURCHASED 6/62012 1,020 - 1,020 - _ _ _ _ 1.020
483 Meter Reading Receiver(It Room Q City Shops) 36690 M&E City Shops PURCHASED 5/2120B 11,533 - 11,533 - - - - 11.533 -
484 Meter Reading Receiver(Kenyon Drive Water Tank) 36700 M&E Water Tank PURCHASED 5/212013 11.533 - 11,533 - - - - 11.533 -
485 Meter Reading Receiver(Fire Smdon 1) 36710 M&E Fire Station#1 PURCHASED 5/212013 11,533 - 11,533 - - - - 11,533 -
486 Meter Reading Receiver(911 Equipment Room) 36720 M&E Fire Station#3 PURCHASED 5/212013 11,533 - 11,533 - - _ - 11,533 -
487 Meter Reading Receiver(Laurel Glen Annex) 36730 M&E Laurel Glen PURCHASED 5212013 11,533 - 11.533 - - - - 11.533 -
488 Meter Reading Receiver(Nelson Story Towers Men) 37290 M&E Water Operations PURCHASED 8/4/2014 8.856 - 8,856 - - - - 8,856 -
489 Neptune Meter Reading Device 37450 M&E City Shops PURCHASED 10/212014 6,000 - 6,000 - - - - 6,000 -
490 Ivr(Integrated Voice Recognition Software) 37510 M&E Finance Department PURCHASED 11/142014 6,219 - 6,219 - _ _ _ _ 6,219
491 Ivr(Integrated Voice Recognition Software)June 15 37514 M&E Finance Department PURCHASED 6/30/2015 7,542 - 7,542 - - _ _ - 7.542
492 Ivr(Integrated Voice Recognita Software)Aug Fy 16 37516 M&E Finance Department PURCHASED 8/1/2015 3.117 - 3,117 - _ _ _ _ 3.117
493 Ivr(Integrated Voice Recognim Software)Oct Fyl6 37518 M&E Finance Department PURCHASED 10/272015 779 - 779 - _ _ _ _ 779
494 R900 Gateway Meter V3(Loyal Gardens Lift Station) 38230 M&E Water Operations PURCHASED 325/2016 10,651 - 10,651 - - - - 10.6S 1 -
495 Dell Coo Stomge(Water) 39931 M&E Information Technology PURCHASED 5/23/2017 2,300 - 2,300 - - _ _ - 2,300
496 Copier 32666 M&E City Shops-Veh Maint PURCHASED 10/15/2004 956 - 956 - - - - - 956
497 Savin C9145 Photocopier-Dec Expds 36046 M&E City Shops PURCHASED 12/212010 1.046 - 1,046 - - _ _ - 1,046
498 Roller 11100 M&E Water Operations PURCHASED 7/1/1998 4,395 - 4.395 - - - - - 4.395
499 Generator On Tmck#1118 12140 M&E Laurel Glen PURCHASED 7/1/1999 3.612 - 3,612 - _ _ _ _ 3.612
500 Compactor 13130 M&E Water Operations PURCHASED 7/1/1998 2,938 - 2,938 - - - - - 2,938
501 Air Compressor 15880 M&E Water Operations PURCHASED 7/1/1998 6,500 - 6.500 - - - - - 6,500
502 1995 John Deere Backhoe 17720 M&E Water Operations PURCHASED 7/1/1998 62,173 - 62,173 - - - _ _ 62,173
503 Trench Box 18050 M&E Water Operations PURCHASED 7/1/1998 5,335 - 5,335 - - - _ _ 5,335
504 1997 Titan Flotbed Trailer 25320 M&E Water Operations PURCHASED 7/1/1998 7,180 - 7,180 - _ _ _ _ 7,180
505 Backhoe Bucket-Leader Is#1872 Streets 25580 M&E Street Department PURCHASED 7/1/1998 6,662 - 6,662 - - _ _ - 6,662
506 4"Pressure Relief Valve Singer:Dmwing Pr-B-I216B 27041 M&E Water Operations PURCHASED 4/122006 15,640 - 15,640 - - - - - 15,640
507 Ground Heater 31150 M&E Water Operations PURCHASED 6/13/2002 7.939 - 7,938 - _ _ _ _ 7.838
508 Elec Gate Q Lower YardNeh Maint(Tag Fell Off) 31211 M&E Water Operations PURCHASED 6/25/2002 2,797 - 2.797 - - - - _ 2.797
509 Radio Read Water Meter System 31321 M&E Water Operations PURCHASED 8/15/2002 18.387 - 18,387 - - - - 18.387 -
510 Radio Read Water Meter System 31324 M&E Water Operations PURCHASED 10/15/2002 10,550 - 10,550 - - - - 10.550 -
Appendix A
Page 9 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Exisfi¢n Water Utility System Assets Ill
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments 121 Acq Amt. Supply Treatment Trans Distribution Meters Plant
511 Radio Read Water Meter System 31326 M&E Water Operations PURCHASED 11/15/2002 2,387 - 2,397 - _ _ _ 2 387 -
512 Radio Read Water Meter System 31328 M&E Water Operations PURCHASED 11/15/2002 74,120 - 74,120 - _ _ - 74,I20 -
513 Radio Read Water Meter System 31329 M&E Wnter operations PURCHASED 11/15/2002 5,540 - 5,540 - - - - 5,540 -
514 Radio Read Water Meter System 313213 M&E Water Operations PURCHASED 12/15/2002 11,720 - 11,720 - - - - 11,720 -
515 Radio Read Water Meter System 313215 M&E Water Operations PURCHASED 1/15/2003 t8,123 - 18,123 - - - - 18,123 -
516 Radio Read Water Meter System 313217 M&E Water Operations PURCHASED 2/15/2003 9,812 - 9,812 - - - - 9,812 -
517 Radio Read Water Meter System 313219 M&E Water Operations PURCHASED 3/15/2003 21,797 - 21,797 - - - - 1-1797 -
518 Radio Read Water Meter System 313221 M&E Water Operations PURCHASED 4/15/2003 71,576 - 71,576 - - - - 71,576
519 Radio Read Water Meter System 313223 M&E Water Operations PURCHASED S/15/2003 37,706 - 37,706 - - - - 37,706 -
520 Radio Read Water Meter System 313225 M&E Water Operations PURCHASED 6/15/2003 6,575 - 6,575 - - - - 6,575
521 Radio Read Water Meter System 313227 M&E Water Operations PURCHASED 8/6/2003 9,151 - 9,151 - - - - 9,151
522 Radio Read Water Meter System 313229 M&E Water Operations PURCHASED 9/3/2003 4,825 - 4,825 - - - - 4,815 -
523 2003 Sterling Dump Truck 31570 M&E Water Operations PURCHASED 5/15/2003 58,450 - 58,450 - - - - - 58,450
524 Radio/Strobe Sterling Dump Track 31572 M&E Water Operations PURCHASED 6/15/2003 3,797 - 3,797 - - - - - 3,797
525 Electric Gate At Shops On Rouse(Tag Fell Off) 31661 M&E Street Department PURCHASED 7/15/2002 2,759 - 2,759 - - _ - - 9 759
526 Cat Backhoe 32930 M&E Water Operations PURCHASED 6/15/2005 90,199 - 90,199 - - - 90,199
527 Generator-Water Tower Radio Building 33090 M&E Water Tank PURCHASED 5/13/2005 19,782 - 19,782 - _ _ _ _ 19782
528 Gen-Standby Generator System At Shops Complex 33330 M&E Water Operations PURCHASED I I/9/2005 0 - 0
529 Install Of Generator @ Shops(Water Ops Portions) 33332 M&E Water Operations PURCHASED 9/21/2006 5,357 - 5,357 - - - - - 5,357
530 Water Valve Excrcisor-Spin Doctor G2 Boom 33380 M&E Water Operations PURCHASED 6/19/2006 6,137 - 6,137 - - - - - 6,137
531 Correlator Leak Detector 33590 M&E Water Operations PURCHASED I2/1/2006 20,050 - 20,050 - - - - - 20.050
532 Bagella Asphalt Recycling Machin:Portable Plant 33661 M&E Street Department PURCHASED 5/1/2007 16,873 - 16,873 - - - - - 16,573
533 Impactor.Icy Gmund Jack Hammer 34140 M&E Water Operations PURCHASED 1/152008 4,673 - 4,673 - - - - - 4,673
534 Cat Backhoe 430E 34190 M&E Water Operations PURCHASED 3/20/2008 90.871 - 90,871 - - - - - 90,571
535 Cat Backhoe 430E-Compactor 34191 M&E Water Operations PURCHASED 8/22/2008 6,155 - 6,155 - - - - - 6,155
536 Tmiler:Water Ops(DebriMO TanksNacuum Blower) 34780 M&E Water Operations PURCHASED 1/I/2009 40,690 - 40,680 - - - - - 40,680
537 Super C Guillotine Pipe Saw&Blade 34880 M&E Water Operations PURCHASED 4/24/2009 9,450 - 9,450 - - - - - 9,450
538 1977 Mueller Drilling Machine 3520 M&E Water Operations PURCHASED 7/1/1998 5,122 - 5,122 - _ _ _ 5.122
539 Mini General:Wnter Fill Station @Lwr Yard-Nov Exp 35750 M&E Water Operations PURCHASED 11/19/2009 26,119 - 26,119 - - - - - 26,119
540 Boring Tool&Yjt 36390 M&E Water Operations PURCHASED 7/26/2012 3,635 - 3,635 - - - - - 3,635
541 2012 Cat Backboe 36490 M&E Water Operations PURCHASED 9/14/2012 92,393 - 92,393 - - - - 92,393
542 Hitachi Mini Excavatoc24"Bucket&Clamp Kit 36631 M&E Wastewater Operation PURCHASED 4/15/2013 21,622 - 21,622 - - - - - 21,622
543 Towmaster Tilt-Bed Trailer For Mini Excavator 36761 M&E Water Operations PURCHASED 6/11/2013 3328 - 3,328 - - - - - 3,328
544 Pressure Washer @ Shop Complex 37054 M&E City Shops PURCHASED 2/1/2014 1,066 - 1,066 - - - - - 1,066
545 Trimble Geo 7X Range Finder 37260 M&E Geographic Info Systems PURCHASED 7/30/2014 3,472 - 3,472 - _ _ _ - 3,472
546 Leak Correlator W/Headset&Listening Stick 37270 M&E Water Operations PURCHASED 7/2/2014 31,100 - 31,100 - - - - - 31,100
547 Mueller C1-12 Tapping Machine 37330 M&E Water Operations PURCHASED 8/26/2014 I8,470 - 19,470 - - - - - 18,470
548 Light PlanVPower 50/50 War/Swr 37750 M&E Water Operations PURCHASED 6/,23/2015 3,682 - 3,682 - - - - - 3,682
549 4"Model 5823 Pump From Industrial Systems $121 M&E Water Operations PURCHASED 2/10/2006 8,709 - 8,709 - - - - - 8,709
550 1997 Chevy I Ton Track 25290 VEH Laurel Glen PURCHASED 7/l/1998 23,358 - 23358 - - - - - 23,358
SSi 1998 Chevy 1/2 To¢Truck 26470 VEH Water Operations PURCHASED 7/1/1998 19,083 - 19,083 - - - - 19,083
552 2002 Chevy Silverado 4Wd Track(Radio&Toolbox) 30780 VEH Water Operations PURCHASED 12/15/2001 2,811 - 2,SI I - - - - - 2,81 t
553 2002 Chevy Silveradio 4Wd Truck 30781 VEH Water Operations PURCHASED 12/15/2001 17,366 - 17,366 - - - - - 17,366
$54 Sideboards Sterling Dump Track 31571 VEH Water Operations PURCHASED 6/15/2003 756 - 756 - _ _
756
555 Running Boards 32322 VEH Wastewater Operation PURCHASED 7/15/2004 466 - 466 _ _
466
556 2006 Gmc Sierra Truck For Water Dept SO%-Fund600 33440 VEH Water Operations PURCHASED 3/62006 9,595 - 9,595 - - - - - 9.595
557 Strobe Lights For Water Truck 50%-Fund600 33441 VEH Water Operations PURCHASED 3/21/2006 1,355 - t,355 - - - - - 1,355
S58 2006 Gmc Sierra 3500(White-1 Ton) 33610 VEH Water Operations PURCHASED 10/5/2006 25,129 - 25,129 - - - - - 15,129
559 2008 White Gmc Sierra 3500 Hd 34020 VEH Water Operations PURCHASED 11/13/2007 28,991 - 28,991 - - 28.991
560 Flatbed For 2008 White Gmc Sierra 3500 Hd(#3402) 34021 VEH Water Operations PURCHASED 12/31/2007 9,825 - 9,825 - - - - - 9,825
561 2009 Gmc Sierra 2500Hd Track:White 3/4 Ton Ext Cab 34930 VEH Water Operations PURCHASED 5/8/2009 25,897 - 25,897 - - - - - 25,897
562 2009 Gmc Sierm 2500Hd Truck:(2)Led Tx Light Bars 34931 VEH Water Operations PURCHASED 6/2/2009 4,698 - 4,698 - - - - - 4,698
563 2009 Gmc Sierra 2500Hd Truck:Ahuminum Tool Box 34932 VEH Water Operations PURCHASED 6/15/2009 550 - 550 - - - - - 550
$64 2011 Gmc Sierra-Meter Van 36060 VEH Water Operations PURCHASED 5/17/2011 25,506 - 25,506 - - - - - 25,506
565 2011 Gmc Sierra-Meter Van-July Expds 36061 VEH Water Operations PURCHASED 722/2011 9,552 - 9,552 - - - - - 9,552
566 2013 Gmc Sierra 36620 VEH Wastewater Operation PURCHASED 4/15/2013 28,783 - 28,783 - - - _ - 28,783
567 13 Gmc Sierm:9'6"X96"Flatbed W/Alum Tool Boors 36621 VEH Water Operations PURCHASED 6/27/2013 13,360 - 13,360 - - - - - 13,360
568 2015 Gmc Sierra 1500(White) 37800 VEH Water Operations PURCHASED 7/13201S 27,553 - 27
,553 - - - - 27,553
569 2015 Gmc Sierrn 1500(White)Accessories 37801 VEH Water Operations PURCHASED 8/12015 3,611 - 3,611 - - - - - 3,611
570 20I6 Ford F150 Track 38310 VEH Water Operations PURCHASED 8/22016 28,132 - 28,132 - - - - - 18,132
$71 2016 Ford Fl50 Track Accessories 38311 VEH Water Operations PURCHASED t2/8/2016 8,059 - 8,059 - - - - - 8,059
572 2016 Ford FI 50 Track 38320 VEH Water Operations PURCHASED 822016 28,132 - 28,132 - - - - - 28,132
573 2016 Ford F150 Track Moto Trbo 45W Mobile Radio 38321 VEH Water Operations PURCHASED 1/19/2017 795 - 795 - - - - - 795
574 Sid 604 Sewer GrafS First 4650 IMP Special Improv District PURCHASED 7/1/1998 81,661 - 81,661 - - - 81,661 - -
Appendix A Page 10 Of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification ofExistine Water Utility System Asset,Ill
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments[21 Acq.Amt. Supply Treatment Trans. Distribution Meters Plant
575 Water Reservation 14540 IMP Wastewater Operation PURCHASED 7/1/1998 20,992 - 20.992 - 20,992
576 Wtp Upgrade:Design Svcs Tlim l l/22/O8 12583 BLD Water Treatment Plant PURCHASED 11/30/2008 35,029 - 35,029 - 35,029
577 Wtp Upgmde:Design Svcs Thn 12/27/08 12584 BLD Water Treatment Plant PURCHASED 1/20/2009 41,558 - 41,558 - 41,558
578 Wtp Upgrade:Design Svcs Thm 01/31/09 12585 BLD Water Treatment Plant PURCHASED 2/18/2009 31,705 - 31,705 - 31.705
579 Wtp Upgrade:Desiga Svcs Thm 03/16/09 12586 BLD Water Treatment Pint PURCHASED 3/162009 128,040 - 128,040 - 128,040
580 Wtp Upgrade:Design Svcs Thm 04/09/09 12587 BLD Water Treatment Plant PURCHASED 4/202009 56,584 - 56,584 - 56,584
581 Wtp Upgrade:Design Svcs Thm 05/07/09 12588 BLD Water Treatment Plant PURCHASED 5/7/2009 48,426 - 48,426 - 48,426
582 Wtp Upgmde:Design Svcs Thn 05/23/09 12589 BCD Water Treatment Plant PURCHASED 6/15/2009 28,157 - 28,157 - 28.157
583 Wtp Upgrade:Design Svcs Thm 06/27/09 125810 BLD Water Treatment Plant PURCHASED 627/2009 49,551 - 49,551 - 49,551
584 Wtp Upgmde:Design Svcs Thm 08/01/09:August Expds 125811 BLD Water Treatment Plant PURCHASED 8/172009 83,590 - 83,590 - 83,590
585 Wtp Upgradc:Design Svcs Thm I O/12/09:Scpt Expds 125912 BLD Water Treatment Plant PURCHASED 9/30/2009 120,351 - 120,351 - 120,351
586 Wtp Upgrade:Design Svcs Tliru 12/07/09:Nov Expds 125913 BLD Water Treatment Plant PURCHASED 11/30/2009 97,028 - 97.028 - 97,028
587 Wtp Upgrade:Copy Watr Frail Plan For Deq:Dec Expds 125914 BLD Water Treatment Plant PURCHASED 12/14/2009 163 - 163 - l63
588 Wtp Upgmde:Design Svcs Thm 01/13/10:Jan Expds 125815 BLD Water Treatment Plant PURCHASED 1/132010 27,978 - 27.978 - 27,978
589 Wtp Upgmde:Design Svcs Thm 02/10/10:Feb Expds 125816 BLD Water Treatment Plant PURCHASED 2/10/2010 77,199 - 77,199 - 77,199
590 Wtp UpgradeMesign Svcs Thm 02/28/10:Mar Expds 125817 BLD Water Treatment Plant PURCHASED 3/12/2010 39,518 - 39,518 - 39,518
591 Wtp Upgrade:Design Svcs Thm 03/27/10:Apr Expds 125818 BLD Water Treatment Plant PURCHASED 4/12/2010 23,843 - 23.843 - 23,843
592 Wtp Upgmde:Design Svcs Thm 05/05/I0:May Expds 125819 BLD Water Treatment Plant PURCHASED 5/5/2010 38,154 - 38,154 - 38,154
593 Wtp Upgradc:Design Svcs Tan 06/07/I0:June Expds 125820 BLD Water Treatment Plant PURCHASED 6/7/2010 46,670 - 46.670 - 46,670
594 Wtp Upgmde:Design Svcs Thru 07/13/I O:July Expds 125821 BLD Water Treatment Pinar PURCHASED 7/13/2010 21,583 - 21,583 - 21,583
595 Wtp Upgrnde:Design Svcs Thm 08/13/1 O:Aug Expds 125922 BLD Water Treatment Plant PURCHASED 8/24/2010 73,233 - 73,233 - 73,233
596 Wtp Upgrndc:Dcsign Svcs Thm 08/28/1 O:Scpt Expds 125923 BLD Water Treatment Plant PURCHASED 9/14/2010 82,743 - 82,743 - 82.743
597 Wtp Upgmde:Design Svcs Thm 10/10/1 O:Oct Expds 125824 BLD Water Treatment Plant PURCHASED 10/31/2010 83.145 - 83,145 - 83,145
598 Wip Upgrade:Design Svcs Taru 12/08/10:Nov Expds 125825 BLD Water Treatment Plant PURCHASED 11/302010 275,734 - 275,734 - 275,734
$99 Wtp Upgrade:Design Svcs Thn 01/10/11:Dec Expds 125826 BLD Water Treatment Plant PURCHASED 12/31/2010 306,860 - 306.860 - 306,860
600 Wtp Upgmde:Deq Review:Jan Expds 125827 BLD Water Treatment Plant PURCHASED 1/42011 5,000 - 5.000 - 5,000
601 Wtp Upgrade:Design Svcs Th.02/14/1 I:Feb Expds 125828 BLD Water Treatment Pint PURCHASED 2/202011 505,684 - 505,684 - 505,684
602 Wtp Upgmde:Design Svcs Thru 04/1 Ill I:March Expds 125829 BLD Water Treatment Plant PURCHASED 3/262011 861,466 - 861,466 - 861.466
603 Wtp Upgrade:April Expds 125830 BLD Water Treatment Plant PURCHASED 4/292011 6,493 - 6,493 - 6,493
604 Wtp Upgradc:Design Svcs Thru 05/09/I I:May Expds 125831 BLD Water Treatment Plant PURCHASED 5/292011 255,732 - 255,732 - 255,732
605 Wtp Upgrade0esign Svcs Thm 06/25/I I:June Expds 125832 BLD Water Treatment Plant PURCHASED 6/30/2011 237,777 - 237,777 - 237,777
606 Wtp Upgradc:Wiring Tcmp Sys-July Expds 125833 BLD Wntcr Treatment Plant PURCHASED 7/202011 1,638 - 1,638 - 1,638
607 Wtp Upgrade:Design Svcs Thru 08/05/I I:August Expds 125934 BLD Water Treatment Plant PURCHASED 8/31/2011 44,534 - 44,534 - 44,534
608 Wtp Upgrade:Design Svcs Thm 09/08/11:Sept Expds 125935 BLD Water Treatment Plant PURCHASED 9/30/2011 913,252 - 913,252 - 913,252
609 Wtp Upgrade:October Expds 125936 BLD Water Treatment Plant PURCHASED 10/31/2011 937,271 - 937,271 - 937,271
610 Wtp Upgrade:December Expds 125837 BLD Water Treatment Plant PURCHASED 12/1/2011 30,077 - 30,077 - 30,077
611 Wtp Upgrade:January Expds 125838 BLD Water Treatment Pint PURCHASED 1/l2012 124,808 - 124,808 - 124.808 - - -
612 Wtp Upgmde:Febmary Expds 125839 BLD Water Treatment Plant PURCHASED 2/29/2012 1,262,483 - 1.262,483 - 1,262.483
613 Wtp Upgmde:March Expds 125840 BLD Water Treatment Plant PURCHASED 3/31/2012 454,547 - 454,547 - 454.547 - - - -
614 Wtp Upgmde:April Expds 125841 BLD Water Treatment Plant PURCHASED 4/17/2012 885,198 - 885,198 - 885,198
615 Wtp Upgrade:May Expds 125842 BLD Water Treatment Plant PURCHASED 5/23/2012 2,216,395 - 2,216,395 - 2216,395 - - - -
616 Wtp Upgrade:June Expds 125843 BLD Water Treatment Plant PURCHASED 6/29/2012 1,915,496 - 1,915,496 - 1,915,496
617 Wtp Upgmde:July Expds 125W BLD Water Treatment Plant PURCHASED 7/162012 1,690,818 - 1,690,818 - 1.690,818
618 Wtp Contraction Retainage Thm 6/30/12 125845 BLD Water Treatment Plant PURCHASED 6/292012 305,054 - 305,054 - 305,054
619 Wtp Upgrade:July Expds 125846 BLD Water Treatment Plant PURCHASED 7/312012 1,607,644 - 1,607,644 - 1,607.644
620 Wtp Upgrade:Sept Expds 125847 BLD Water Treatment Plant PURCHASED 9/30/2012 3,285,212 - 3,285,212 - 3,285,212
621 Wtp Upgrade:October Expds 125949 BLD Water Treatment Plant PURCHASED 10/31/2012 98,865 - 98,865 - 98.865
622 Wtp Upgrade:November Expds 125950 BLD Water Treatment Plant PURCHASED 11/82012 2,848,966 - 2,848,966 - 2,848,966 - - -
623 Wtp Upgrade:December Expds 125852 BLD Water Treatment Plant PURCHASED 12/312012 L514,982 - 1,514,982 - 1,514,982
624 Wtp Upgmde:January Expds 125853 BLD Water Treatment Plant PURCHASED 1/92013 41,396 - 41,396 - 41,396 - - - -
625 Wtp Upgmde:Febmary Expds 125854 BLD Water Treatment Plant PURCHASED 2/14/2013 1,147,260 - 1,147,260 - 1,147,260 - - - -
626 Wtp Upgrade:March Expds 125855 BLD Water Treatment Plant PURCHASED 3/31/2013 4,017,282 - 4,017,282 - 4,017.282
627 Wtp Upgrade:April Expds 125856 BLD Water Treatment Plant PURCHASED 4/11/2013 1,872,870 - 1,872,870 - 1,872,870
628 Wtp Upgmde:May Expds 125857 BLD Water Treatment Plant PURCHASED 5/31/2013 1,619,804 - 1,619,804 - 1,619,804
629 Wtp Upgrade:June Expds 125858 BLD Water Treatment Plant PURCHASED 6/30/2013 271,024 - 271,024 - 271.024 - - -
630 Wtp Construction Retainage Thru 6/30/13 125859 BLD Water Treatment Plant PURCHASED 6/30/2013 904,341 - 904,341 - 904,341
631 Wtp Upgrade:July Expds 125860 BLD Water Treatment Plant PURCHASED 7/312013 777,376 - 777.376 - 777,376
632 Wtp Upgrade:August Expds 125861 BLD Water Treatment Plant PURCHASED 8/31/2013 250.074 - 250,074 - 250,074
633 Wtp Upgrade:September Expds 125962 BLD Water Treatment Plant PURCHASED 9/30/2013 315,575 - 315,575 - 315,575
634 Wip Upgrade:October Expds Fy 14 125863 BLD Water Treatment Pinar PURCHASED 10/312013 311,660 - 311,660 - 311,660
635 Wtp Upgrade:Spectropbotometer Dr6000 W/Rfid Tactual 125864 BLD Water Treatment Plant PURCHASED ll/l/2013 12,330 - 12,330 - 12,330 - - -
636 Wtp Upgrade:November Expds 125865 BLD Water Treatment Plant PURCHASED 11/l/2013 506.162 - 506,162 - 506,162 - - - -
637 Wtp Upgrade:December Expds 125866 BLD Water Treatment Plant PURCHASED 12/232013 909,480 - 909,480 - 909,480
638 Wtp Upgrade:Jannry Expds 125867 BLD Water Treatment Plant PURCHASED 01/2014 454,381 - 454,381 - 454,381 - - - -
Appendix Page 11 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Existine Water Utility System Assets Ill
Water System
Line Asset AcquiredAsset Adj. General
No. Description _ ID Type Location Acquired Date Cost Adjustments 121 Acq.Amt. Supply Treatment Trans Distribution Meters plant
639 Wtp Upgmde:February Expds 125868 BLD Water Treatment Plant PURCHASED 2/29/2014 237,279 - 237,279 - 1-37,279
640 Wtp Upgmde:March Expds 125869 BLD Water Treatment Plant PURCHASED 329/2014 774,530 - 774,530 - 774,530
641 Wtp Upgmde:April Expds 125970 BLD Water Treatment Plant PURCHASED 4/30/2014 249,820 - 249,820 - 249,820
642 Wtp Upgmde:May Expds Fy14 125871 BLD Water Treatment Plant PURCHASED 5/14/2014 173,936 - 173,936 - 173,936
643 Wtp Upgmde:June Expds 125972 BLD Water Treatment Plant PURCHASED 6/30/2014 359,882 - 359,882 - 359,882
644 Wtp Construction Reminage Thru 6/30/14 125873 BLD Water Treatment Plant PURCHASED 6/30/2014 136,106 - 136,106 - 136,106
645 Wtp Upgrade:July Expds 125974 BLD Water Treatment Plant PURCHASED 7/31/2014 109,267 - 109,267 - 109,267 -
646 Wrp Upgmde:Septcmbcr Expds 125875 BLD Water Treatment Plant PURCHASED 9/9/2014 85,026 - 85,026 - 85,026
647 Wtp Upgmde:November Expds 125976 BLD Water Treatment Plant PURCHASED 11/21/2014 190,820 - 190,820 - 190,820 -
648 Wtp Upgmde:Deccmber Expds 125877 BLD Water Treatment Plant PURCHASED 12/12/2014 34,578 - 34,578 - 34,578
649 Wtp Upgrade:January Expds 125882 BLD Water Treatment Plant PURCHASED 1/72015 67,059 - 67,059 - 67,059
650 Wtp Upgmde:Wondenvarc/Scada:May Expds Fy14 125883 BLD Water Treatment Plant PURCHASED 5/14/2014 6,736 - 6,736 - 6,736
651 Wtp Upgrade:Wonderware/ScadwOctober Expds Fy14 125884 BLD Water Treatment Plant PURCHASED 10/312013 7,968 - 7,968 - 7,968
652 Wtp Upgmde:Febmary Expds 125885 BLD Water Treatment Plant PURCHASED 2/12015 43,313 - 43,313 - 43,313 -
653 Wtp Upgrade Svcs:Const:April Expds 125887 BLD Water Treatment Plant PURCHASED 4/82015 19,927 - 19,827 - 19.827
654 Wtp Upgrade Svcs:ConsCMay Expds 125888 BLD Water Treatment Plant PURCHASED 5/18/2015 22,157 - 22,157 - 22,157
655 Wtp Upgrade Sves:Const:July Fy16 Expds 125889 BLD Water Treatment Plant PURCHASED 7/30/2015 2,587 - -2,587 - Y2,587
656 Wtp Upgrade Svcs:Const:Aug Fy]6 Expds 125990 BLD Water Treatment Plant PURCHASED 8/30/2015 4,941 - 4,941 - 4,941 -
657 Wtp Upgrade Svcs:Const•.Sept Fy16 Expds 125891 BLD Water Treatment Plant PURCHASED 9/302015 1,894 - 1,894 - 1,894
658 Wtp Upgrade Svcs:Consr.Nov Fyl 6 Expds 125893 BLD Water Treatment Plant PURCHASED 11/30/2015 932 - 932 - 932
659 Wtp Upgrade Svcs:COnst1Dcc Fy16 Expds 125894 BLD Water Treatment Plant PURCHASED 1226/2015 8,317 - 8,317 - 8,317 -
660 Wtp Upgrade Svcs:ConstMnrch Fyl 6 Expds 125895 BLD Water Treatment Plant PURCHASED 3/252016 274,825 - 274,825 - 274,825
661 Wtp Upgrade Sves:Const:May Fyl 6 Expds 125896 BLD Water Treatment Plant PURCHASED 5/252016 5,379 - 5.379 - 5,379
662 Wtp Upgrade Svcs:Const:Junc Fyl 6 Expds 125897 BLD Water Treatment Plant PURCHASED 6/30/2016 791 - 791 - 791
663 Wtp Upgrade Svcs:Const:July Fy17 Expds 125898 BLD Water Treatment Plant PURCHASED 7/312016 706 - 706 - 706
664 Wtp Upgrade Svcs:Const:Sept Fy17 Expds 125899 BLD Water Treatment Plant PURCHASED 9/302016 1,063 - 1,063 - 1,063
665 Wip Upgrade Svcs:Const:Jan Fy17 Expds 1258100 BLD Water Treatment Plant PURCHASED 1/10/2017 1,135 - L135 - 1,135
666 Wtp Upgrade Sves:Comr.Feb Fy17 Expds 1258101 BLD Water Treatment Plant PURCHASED 2/282017 236 - 236 - 236
667 Wtp Upgrade Svcs:Const:May Fyl 7 Expds I259102 BLD Water Treatment Plant PURCHASED 5/12017 953 - 953 - 953
668 Wtp Upgrade:Sept Expds 125848 IMP Water Treatment Plant PURCHASED 9/30/2012 16,120 - 16.120 - 16,120
669 Wtp Upgmdc:Scada Software:December Expds 125851 M&E Water Treatment Plant PURCHASED 1228/2012 52,484 - 52,484 - 52,484 - _
670 Wonderware Scada Software-Dec 125879 M&E Water Treatment Plant PURCHASED 12/162014 8,646 - 8,646 - 2,882 2,882 2,882
671 Sourdough Water Storage Tank Proj Reservoir-Sept 37950 IMP Water Tank PURCHASED 9/17/2015 40,573 - 40,573 - - 40,573 -
672 Sourdough Water Storage Tank Proj Reservoir-Nov 37951 IMP Water Tank PURCHASED 11/20/2015 25,504 - 25,504 - - 25,504
673 Sourdough Water Storage Tank Proj Reservoir-May 37952 IMP Water Tank PURCHASED 5/31/2016 140,270 - I40,270 - - 140,270 - - -
674 Sourdough Water Storage Tank Proj Reservoir-Sept 37953 IMP Water Tank PURCHASED 9/30/2016 38255 - 38,255 - - 38,255
675 Sourdough Water Storage Tank Proj Reservoir-Sept 37954 IMP Water Tank PURCHASED 9/30/2016 $1,007 - 51,007 - - $1,007
676 Sourdough Water Storage Tani:Proj Reservoir-Feb 37955 IMP Water Tank PURCHASED 2/20/2017 60,821 - 60,821 - - 60,821
677 Sourdough Water Storage Tank Proj Reservoir-May 37957 IMP Water Tank PURCHASED 5/31/2017 896,937 - 896,937 - - 896,937 - -
678 Sourdough Water Storage Tank Proj Reservoir-June 37958 IMP Water Tank PURCHASED 6/302017 791,056 - 79I,056 - - 791,056
679 Sourdough Wtr Storage Tank Proj-Reminage Fy17 37959 IMP Water Tank PURCHASED 6/302017 84,166 - 84,166 - - 84,166
680 Lyman Creek Reservoir Improvements:June Expds 295892 IMP Water Treatment Plant PURCHASED 6/29/2012 790 - 790 790
681 Lyman Creek Reservoir Improvements:July Expds 295893 IMP Water Treatment Plant PURCHASED 7/12/2012 8,950 - 8,950 8,950 -
682 Lyman Creek Improv Design Svcs Thru 12/14/07 295845 IMP Water Treatment Plant PURCHASED 12/14/2007 5,343 - 5,343 5,343
683 Lyman Creek Improv Design Svcs Thm 2/8/08 295846 MP Water Treatment Plant PURCHASED 2/8/2008 21,371 - 21.371 21,371
684 Lyman Creek Improv Design Svcs Thm 2/22/08 295947 IMP Water Treatment Plant PURCHASED 2/222008 2,033 - 2,033 2,033
685 Lyman Creek Reservoir Improvments Thru 3/21/08 295848 IMP Water Treatment Plant PURCHASED 3/212008 21,371 - 21,371 21,371
686 Lyman Creek Reservoir Liner(Improv Thru 3/2l/08) 295849 IMP Water Treatment Plant PURCHASED 3/272008 5,284 - 5,284 5,284
687 Lyman Creek Improv Design Svcs Thru 4/18/08 295950 IMP Water Treatment Plant PURCHASED 4/18/2008 16,028 - 16,028 16.028
688 Lyman Creek Reservoir Design Svcs Thm 5/2/08 295951 IMP Water Treatment Plant PURCHASED 52/2008 509 - 509 509 -
689 Lyman Creek Reservoir Design Svcs Thru 5/I6/08 295952 IMP Water Treatment Plant PURCHASED 5/16/2008 10,685 - 10,685 10,685
690 Lyman Creek Reservoir Improvments Thru 8/22/08 295853 IMP Water Treatment Plant PURCHASED 9/82008 602 - 602 602 -
691 Lyman Creek Reservoir Imprevments Thru 8/22/08 295854 IMP Water Treatment Plant PURCHASED 9/8/2008 32,056 - 32,056 32,056
692 Lyman Creek Reservoir Improvmenis Thru 10/3/08 295855 IMP Water Treatment Plant PURCHASED 10/20/2008 1,965 - 1,965 1,965
693 Lyman Creek Reservoir Imprevenents Thm 11/29/08 295856 IMP Water Treatment Plant PURCHASED 11/302008 IS,343 - 15,343 15,343 -
694 Lyman Creek Reservoir lmprovmems Thm 11/28/09 295857 IMP Water Treatment Plant PURCHASED 11/30/2008 1,196 - 1,186 1,186
695 Lyman Creek Reservoir Improvments Thm 11/28/08 295858 IMP Water Treatment Plant PURCHASED 11/302008 17,306 - 17,306 17,306
696 Lyman Creek lmprov:Const Svcs Thm 11/25/08 Pmt#1 295859 IMP Water Treatment Plant PURCHASED 121/2009 25,275 - 25,275 25,275
697 Lyman Creek Improv:I%Grt(Dyk)Pmt#1 Thm 11/25/08 295860 IMP Water Treatment Plant PURCHASED 121/2009 255 - 255 255
698 Lyman Creek Reservoir Improvments Thm 02/06/09 295861 IMP Water Treatment Plant PURCHASED 2/262009 647 - 647 647 -
699 Lyman Creek Reservoir lmprovments Thm 02/06/09 295862 IMP Water Treatment Plant PURCHASED 2/262009 5,051 - 5,051 5.051
700 Lyman Creek Reservoir lmprovments Thm 02/06/09 295863 IMP Water Treatment Plant PURCHASED 2/26/2009 36,590 - 36,590 36,590
701 Lyman Reservoir:Legal 400 IBid Ad Sourdough Tank 295864 IMP Water Treatment Plant PURCHASED 3/1/2009 77 - 77 77
702 Lyman Creek Improv:Const Admin Thru 3/27/09 295865 IMP WaterTreetment Plant PURCHASED 3/272009 1,901 - 1,901 1,901
Appendix A Page 12 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Existine Water Utility System Assets 11
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments 121 Acq.Amt. Supply Treatment Trans. Distribution Meters Plant
703 Lyman Creek Impmv:Design Svcs Thm 3/27/09 295866 IMP Water Treatment Plant PURCHASED 3/27/2009 36,590 - 36,590 36.590
704 Lyman Creek Discharge Permit App&Review Fees 295867 IMP Water Treatment Plant PURCHASED 4/7/2009 2,000 - 2,000 2,000
705 Lyman Creek Plan&Spec Deq Review Fees 295869 IMP Water Treatment Plant PURCHASED 4/15/2009 1,800 - 1,800 1,800
706 Lyman Creek Improv,Design Svcs Thm 4/17/09 295969 IMP Water Treatment Plant PURCHASED 4/17/2009 820 - 820 820 -
707 Lyman Creek Improv Design Svcs Thm 4/17/09 295870 IMP Water Treatment Plant PURCHASED 4/30/2009 9,148 - 9.148 9,148
708 Lyman Creek Improv Design Svcs Thor 5/01/09 295871 IMP Water Treatment Plant PURCHASED 5/14/2009 2,073 - 2.073 2,073
709 Lyman Creek Improv Design Svcs Thm 5/29/09 295872 IMP Water Treatment Plant PURCHASED 5/29/2009 1,566 - 1,566 1,566 -
710 Lyman Creek Improv Design Svcs Thru 5/29/09 295873 IMP Water Treatment Plant PURCHASED 5/29/2009 9,148 - 9,148 9,148 -
711 Lyman Creek Improv:Invitation To Bid Legal Ad 295874 IMP Water Treatment Plant PURCHASED 6/15/2009 180 - 180 I80
712 Lyman Creek Improv:Const Admin Thru 6/26/09 295875 IMP Water Treatment Plant PURCHASED 6/26/2009 5.455 - 5,455 5A55
713 Lyman Creek Impmv:Design Svcs Thm 6/26/09 295876 IMP Water Treatment Plant PURCHASED 6/26/2009 8,499 - 8,498 8,498
714 Lyman Creek:Discharge Permit App&Review Fees 295977 IMP Water Tmarment Plant PURCHASED 6/30/2009 950 - 950 950
715 Lyman Creek Improv:Const Svcs Thm 06/30/09 Pmr#2 295876 IMP Water Treatment Plant PURCHASED 6/30/2009 77.951 - 77,951 77.951
716 Lyman Creek Improv:I%Grt(Dyk)Pmt#2 Thm 06/30/09 295879 IMP Water Treatment Plant PURCHASED 6/30/2009 787 - 787 787
717 Lyman Creek Reservoir Improvements:July Expds 295880 IMP Water Treatment Plant PURCHASED 7/24/2009 3,851 - 3,851 3,851
718 Lyman Creek Reservoir Improvements:September Expds 295881 IMP Water Treatment Plant PURCHASED 9/30/2009 7.521 - 7,521 7,521
719 Lyman Creek Reservoir Improvements:October Expds 29SS82 IMP Water Treatment Plant PURCHASED 10/28/2009 159,178 - 158,178 158,178
720 Lyman Creek Reservoir Improvements:November Expds 295883 IMP Water Treatment Plant PURCHASED 11/27/2009 20.902 - 20.902 20.902 -
721 Lyman Creek Reservoir Improvements:December Expds 295884 IMP Water Treatment Plant PURCHASED 12/18/2009 117,684 - 117,684 117,684
722 Lyman Creek Reservoir Improvements:January Expds 295885 IMP Water Treatment Plant PURCHASED 1/22/2010 12.713 - 12,713 12,713
723 Lyman Creek Reservoir Improvements:Aptil Expds 295986 IMP Wnter Treatment Plant PURCHASED 4/16/2010 69,290 - 69,280 69,280
724 Lyman Creek Reservoir Improvements:June Expds 295997 IMP Water Treatment Plant PURCHASED 6/22/2010 10,298 - 10,298 10.298
725 Lyman Creek Reservoir Improvements:July Expds 295988 IMP Water Treatment Plant PURCHASED 7/26/2010 47,202 - 47,202 47,202
726 Lyman Creek Reservoir Improvements:Aug Expds 295999 IMP Water Treatment Plant PURCHASED 8/4/2010 5,488 - 5,488 5,488
727 Lyman Creek Reservoir Improvements:June Expds 295890 IMP Water Treatment Plant PURCHASED 6/30/2011 4.119 - 4,119 4,119 - - - - -
728 Lyman Creek Reservoir Improvements:October Expds 295891 IMP Water Treatment Plant PURCHASED 10/28/2011 471 - 471 471 - _
729 West Babcock St Water Main Instli:#Ife,1402 31341 IMP Water Operations PURCHASED 4/1/2015 22,105 - 22,105 - - 22.105 - -
730 Impact Fee Credits-Water Dave CecichHero 103 31350 IMP Water Operations PURCHASED 7/1/2001 91,410 - 91.410 - - _ _ _ 91,410
731 Impact Fee Credits-School District#7 Ifcr0102 31351 IMP Water Operations PURCHASED 7/1/2001 13,980 - 13,980 - - - - - 13.980
732 Impact Fee Crcdits-David Jamet Ifcr0003 31352 IMP Water Operations PURCHASED 7/1/2001 31,148 - 31,148 - - - - - 31.148
733 Impact Fee Credits-Sandan Lle Ifcr0105 31353 IMP Water Operations PURCHASED 7112001 33.280 - 33,280 - - - - - 33.280
734 S.I ITh Water Main Oversiz Imp Crdts Ell;Ifcr0508 31354 IMP Water Operations PURCHASED 1/l/2006 26,453 - 26,453 - - - - - 26,453
735 Graf Water Impact Fee Cmdit/GmfConidor 31355 IMP Water Operations PURCHASED 9/9/2016 25.903 - 25,903 - - _ _ _ 25.903
736 Public Water Improv:Oversizing-Huffinc+Cottonwood 34280 IMP Water Operations PURCHASED 9/19/2007 136,241 - 136,241 - - 136,241 - - -
737 Street Improvements Fyl2-September Expds 36189 IMP Street Department PURCHASED 9/30/2011 20,065 - 20,065 - - _ _ _ 20.065
738 Gmf Extension Construction-June Fy17 38656 IMP Street Department PURCHASED 6/302017 279,894 - 279,894 - - - - - 279,894
739 TOTAL SYSTEM ASSETS-CURRENTLY REPORTED S 235,843,006 S - S 235,843,006 S 8.901,401 S 40,463.874 $ 71,689,435 S 110.703,253 S 413.244 S 3,671,798
740 ALLOCATION OF OTHER DEVELOPER CONTRIBUTIONS - -
741 ALLOCATION OF INDIRECT PLANT - - _ _
742 TOTAL ASSETS FOR IMPACT FEE DETERMINATION S 235,843.006 S S 235,843,006 S 8.901.401 S 40,463,874 S 71.689,435 $ 110,703 253 S 413,244 $ 3.671,798
743 100.00% 3.77% 17.16% 30.40% 46.94% 0.18% 1,56%
TOTAL ASSETS CONSIDERED AS DONATIONS/
CONTRIBUTIONS/WATER RIGHTS FUNDED THROUGH
744 OTHER FEES 131 CONTRIBUTION $ 162,576,464 S 2.120,142 $ 34,6H $ 60,239,398 S 100.182.313 $ - S -
GRANT
WTRRIGHTS
Appendix A Page 13 of 13
City of Bozeman,Montana
Water Impact Fee Study
Classification of Existing Water Utility System Assets II1
Water System
Line Asset Acquired Asset Adj. General
No. Description ID Type Location Acquired Date Cost Adjustments I21 Acq.Amt. Supply Treatment Trans Distribution Meters Plant
Foomotes•
[1] Amounts shown are derived from fixed asset records provided by the City;amounts reported as of7une 30.2017.Amounts are classified to plant functions based on:i)fixed asset description and cost center/location;ii)relevance of fixed asset;
and ii)ratemaking judgment
[21 Adjustments to remove asset repairs,assets no longer in service,assets not applicable to the water utility,and assets applicable to future capacity expansions.
[3] The City reported the following grant receipts in addition to the grant-funded assets shown in the"Acquired"column.
U.S.Environmental Protection Agency Grants:
Water Plant Security Grant 2004 $34,61 I S 34,611 S - $ 34,611 S - $ - S - S _
STAG Grant-Hyalite Water Transmission Line 2006 1,622,312 1,622,312 - - 1,622,312 - -
STAG Grant-Hyalite Water Transmission Line 2007 279.944 27
9,944 - - 279.944
Total Grants S1,936,867 S 1,936,867 S - $ 34.611 S I,902,256 $ - S - $