HomeMy WebLinkAbout19- Infrastructure Design Purchase Agreement - D. Alexander and Allied Engineering Services, Inc. - Manley Road Improvements N CO.1R
INFRASTRUCTURE DESIGN PURCHASE AGREEMENT
THIS AGREEMENT is made and entered into this day of S&.OkMbo , 2019,
by and between the CITY OF BOZEMAN, MONTANA, a self-governing municipal
corporation organized and existing under its Charter and the laws of the State of Montana, 121
North Rouse Street, Bozeman, Montana, with a mailing address of P.O. Box 1230, Bozeman,
MT 59771, hereinafter referred to as "City," DAN ALEXANDER, with a mailing address of
P.O. Box 1201, Bozeman MT 59771, hereinafter referred to as "Developer," and ALLIED
ENGINEERING SERVICES, INC., 32 Discovery Drive, Bozeman Montana, 59718
("Engineer").
WHEREAS, Developer received preliminary plat approval of Glen Lake Subdivision on
March 6, 2017;
WHEREAS, a condition of preliminary plat was the construction of Manley Road to a
full collector street standard where adjacent to the proposed Glen Lake Subdivision prior to final
plat approval, or in the alternative the implementation of a special improvements district ("SID")
for Manley Road from the intersection of Manley and Griffin to the northern boundary of the
City on Manley, if approved by the City Commission and financing secured for the
improvements to Manley Road prior to final plat approval;
WHEREAS, in connection with final plat approval the Developer entered into a contract
with Engineer to prepare the preliminary design, cost estimate, and SID analysis for Manley
Road ("Preliminary Design Work"), for which Developer has paid Engineer in full; and
WHEREAS, the City desires to purchase the Preliminary Design Work and Developer
wishes to transfer the Preliminary Design Work to the City; and
WHEREAS, the City and the Developer desire to set forth the terms of their agreement
in writing.
NOW THEREFORE, in consideration of the mutual covenants and agreements herein
contained, the receipt and sufficiency whereof being hereby acknowledged, the parties hereto
agree as follows:
Pagel of 3
1. Incorporation: The foregoing recitals of this Agreement are contractual and are hereby
incorporated by reference.
2. Scope of Preliminary Design Work: The Preliminary Design Work is described in the
Agreement for Professional Services between Developer and Allied dated February 26,
2018 ("Engineering Agreement"), attached hereto as Exhibit A and incorporated herein
by this reference.
3. Payment: City agrees to pay Developer $55,295.15 for the Preliminary Design Work,
payable thirty (30) days after delivery of the Preliminary Design Work to the City and
City's acceptance in writing of the Preliminary Design Work.
4. Warranty: Developer and Engineer each warrant and represent to the City:
a. It has the right, authority, and legal capacity to enter into this Agreement.
b. It either owns, or has a legal right to use, the Preliminary Design Work, and
has the right and authority to grant all rights to the City set forth herein.
5. Ownership: To the full extent of Developer's and Engineer's respective intellectual
property rights in the Preliminary Design Work, Developer and Engineer each grant to
the City an unrestricted, perpetual, fully paid-up, nonexclusive, royalty-free license to the
Preliminary Design Work for use by or on behalf of the City without restriction, liability,
or obligation.
6. Indemnity: Engineer agrees to indemnify and hold City harmless from all claims and
liability due to the activities of AESI, their agents, employees, or both in performing the
work required under the Engineering Agreement to the full extent of its indemnification
obligations to Developer in the Engineering Agreement.
7. Amendment and Waiver: This Agreement may only be amended or modified by a
written agreement signed by the City and the Developer. No waiver by any party hereto
of any provision or breach of, or default under, this Agreement shall be deemed to have
been made unless the same is in writing and signed and delivered by the party charged
with making the waiver, and no waiver of any provision or breach of, or default under,
this Agreement shall be deemed a waiver of any other provision or breach of, or default
under,this Agreement.
8. Choice of Law: This Agreement shall be governed by, and interpreted under, Montana
law, without regard to conflict of law principles.
9. Severability: Each provision of this Agreement shall be considered severable and if for
any reason any provision which is not essential to the effectuation of the basic intent of
Page 2 of 3
this Agreement is determined to be invalid, such invalidity shall not impair the operation
of or effect those provisions of this Agreement which are valid.
IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and
year first above written.
DEVELOPER ENGINEER
� � Lc�. S . E��.•s
�N�e�� Mcne�cr
By: Dan Alexander By: Allied Engineering Services, Inc.
Dated this 4Y9 day of ' 2019 Dated this Ze day of
2019
CITY OF BO EMAN
By: Andrea Surratt, City Manager
Dated this_[ rday of Se ark nAbr-. , 2019
APPROVED AS TO FORM:
By: Sullivan, City Attorney
Page 3 of 3
Civil Engineering • Land Surveying • Geotechnical Engineering • Construction Services
Corporate Office North Dakota Office
ALLIED 32 Discovery Drive 299 Prairie Drive
ENGINEERING ° Bozeman,Montana 59718 P.O.Box 1 251
SERVICES,INC, l`� Ph: (406)582-0221
Stanley,North Dakota 58784
404'erseP(Oe Fax: (406)582-5770 Ph: (701)628-0221
March 28, 2018
Dan Alexander
PO Box 1201
Bozeman, MT 59771
Re: March Invoice(Invoice 1)
Manley Road SID — Bozeman,MT
Dear Mr.Alexander:
Please find enclosed our March invoice (invoice 1) in the amount of$10,650.00 for time and expenses
incurred between February 19 and March 24 on the above-referenced project, A table of the incurred
costs based on phase is provided below. More phases will most likely be added as we move through the
project and other key work tasks are identified.
Note 1: Attached to the invoice is our pre-billing worksheet, which contains our timesheet notes. This
will give you a good idea of the work we did on the project during this billing cycle. Right now I have our
design fees estimated at $125,000. These will likely change in one direction or the other based on the
final construction cost estimate for the project and project complexities.
Note 2: The purpose of the phases is to try and group time for specific key project tasks. These are not
perfect and some of our time entries could have been billed to more than one phase.
Phase Costs Costs
(This Invoice) (Total To Date)
Project Management: $2,000.00 $2,000.00
Review of Ex. Project Information: $1,256.25 $1,256.25
Topographic and Boundary Survey: $2,656.25 $2,656.25
Right of Way and Easements: $850.00 $850.00
Geotechnical Investigation and Report: $0.00 $0.00
SID Development and Creation: $225.00 $225.00
Feasibility and Preliminary Roadway Design: $3,637.50 $3,637.50
Final Roadway Design: $0.00 $0.00
Water,Sewer,and Storm Drain Design: $25.00 $25.00
Dry Utility Coordination: $0.00 $0.00
TOTAL: $10,650.00 $10,650.00
www.alliedengineering.com
Dan Alexander Project It: zu*m
March Invoice Manley Road SID Match
Billing History
� March 38' 2018� Invoice 1 (425601) $10^65[u}V Cuneni
TOTAL INVOICED AMOUNT TODATE: $10,650.00
Provided below is a simplified summary of the work items on this invoice according to phase For more
detail, please see the attached pre-billing*vo/kshcct.
Project Management ($2,Q�00 :
• Preparation of engineering proposal.
• Set up project and billing files.
• Correspondence with Owner and COB.
= Meeting with Owners.
Review of Ex. Project Information :
• Review of existing information.
• Meeting with Owners.
Topographic and Boundary Survey ($2,_��25
• Internal meetings and scheduling.
• Review and working with A|pine'x survey file,
° On-site survey time.
Right of WaV and EasementsA$B5-0-. :
* Research of plats.
° Worked un3|D boundary and ROW exhibits for meeting w/C08.
SID Develooment and Creation :
° Review of example information provided byCOB.
° Worked on Exhibits A and 8.
Feasibility and Preliminary Roaclway_D_e��kgn :
• Correspondence w/COB and Owners.
• Meeting wyOwners.
= Meeting w/COB.
• Worked on conceptual design and layout for the roadway corridor.
Water,Sewer, and Storm Drain Design :
* Preliminary look a< storm drainage.
Allied c*gi"ee/mo Services,Inc. Page
Cyan Alexander Project H: 18-024
March invoice—Manley Road SiD March 23,2018
if you have any questions regarding this invoice, please give me a call. Thank you.
Sincerely,
Allied Engineering Services, Inc.
C
Lee S. Evans, PE
Geotechnical Engineer
enc: Invoice No. 25601
P:A2018\18-024 R-AV Road YD\Vrolect Cv1snagementVInuoldngilnvolae 1 03.2$.i'3\18 024 A€c r deln—cel 03.2&.:S
Allied Engineering Services,Inc. Page 3
ALLIED
ENGINEERING
-~-
32 Discovery Drive
Bozeman,MT5971V
406'582'0221
Dan Alexander Invoice number 25601
PO Bnx1201 Date 03/28/2018
Bozeman, MT58771
Project 18-024 Manley Road 30
For professional services rendered February 19.2n18 through March 24.2018.
PROJECT MANAGEMENT
Billed
Date Hours Ratm Amount
LeeS. Evans
Meetings
03/002018 2.00 125.00 2%00
Project Management
02/23/2018 0J5 125.00 93.75
02/26/2018 5.50 125.00 887.50
Correspondence
02/19/2018 025 125.00 3125
02/23/2018 1.00 125.00 125.00
02127/2018 1.50 125,00 187.50
0302/2018 2{0 125.00 250.00
03/0512018 3.00 125.00 375.00
Phase subtotal 2.000.00
REVIEW OF EX. PROJECT INFORMATION
Billed
Date Hours Rohe Amount
JosbuaD. Smith
k4owiinga
03/06/2018 1.50 100,00 150.00
Review
02/19/2018 O75 100.00 roun
02/26/2018 2.50 100,00 250.00
Lee S. Evans
Correspondence
02/19/2018 0.25 125.00 51.25
Data Management
02/19/2010 0.50 125V0 6250
02/20/2010 1.00 125.00 125.00
02/22/2018 0.50 125.00 02.50
02/23/2018 1.00 125,00 125.00
02/27/2018 1.00 125.00 125.00
Dan Alexander Invoice^vmuw.nmo/ Invoice date ox/mmo10
Paoe/v|*
Dan Alexander Invoice number 25601
Project 18-02 Manley Road mu Date oozamu/a
REVIEW 0F EX. PROJECT INFORMATION
Billed
Date Hours Rate Amount
Lee S. Evans
Data Management
03N1/2010 200 12508 250�00
Phase subtotal 1.25825
TOPOGRAPHIC&BOUNDARY SURVEY
Billed
Date Hours Rate Amount
Joshua D.Smith
KUe*hngn
03/13/2018 075 100.00 75�00
03/20/2018 0.25 100.00 25.00
Kyle iThompson
Field
03/23/2010 8.00 100.00 800.00
CADD
03V13/2018 800 100.00 800.00
Data Management
03/05/2018 8.00 lOVOO 800.00
Lee S. Evans
Correspondence
03/13/2010 0,50 125�00 02�50
03/22/2018 0.75 125,00 93,75
Phase subtotal 2.058.25
RIGHT OF WAY&EASEMENTS
8|||ed
Dmha Hours Rate Amount
JoshuaD.Smith
Meetings
03m5/2018 0.50 100.00 50.00
Research
02/22/2018 5.50 100.00 550.00
C8DD
02/27/2018 1.75 10000 175.00
0301/2018 0.75 100,00 75.00
Phase subtotal 850.00
S|O DEVELOPMENT&CREATION
0||wd
Date Hours Ram Amount
Joshua D. Smith
Document Preparation
02C21/2018 225 10000 225.00
-----'
Phase subtotal 225,00
FEASIBILITY& PRELIMINARY ROADWAY DESIGN
Billed
Date Hours Rate Amount
Joshua D. Smith
Meetings �
�
Dan Alexander Invoice nurnber 25601 Invoice date 0312812018
paqezm4
Dan Alexander Invoice number om/
Project 18-02 Manley Road mo Date ozumzuu
FEASIBILITY& PRELIMINARY ROADWAY DESIGN
Billed
Date Hours Rate Amount
Joshua [lSmith
Meetings
03/12/2018 1,50 100,00 150.00
CADD
03/202018 075 100.00 75.00
Document Preparation
03/12/2010 1.50 100,00 150�00
Design
02/26/2010 1�50 100,00 150,00
02/27/2018 4.25 100.00 42500
03/05/2010 4.25 100.00 42500
03X0612018 375 100.00 375,00
0307/2018 0.50 100.00 50,00
0308/2018 515 100.00 525.00
03V12/2010 5,50 100.00 550.00
03/13/2018 1.00 100.00 100,00
Kyle iThompson
Meetings
03/06/2018 1.00 100.00 100.00
Lee S. Evans
Meetings
03/12/2018 1.00 125.00 125u0
Correspondence
02/22/2018 O�50 125.00 02.50
03/12/2018 0.50 125.00 02.50
03/19/2018 1.50 125.00 187.50
03/20/2018 1.00 125.00 125.00
Phase Subtotal 3.837.50
WATER, SEWER,& STORM DRAIN DESIGN
Billed
Doh, Flours Rate Amount
Rory S. Romny
Design
02/27/2018 0.25 100.00 25.00
Phase subtotal 25�00
Invoice total 10,650.00
Aging Summary
Invoice Number Invoice Date Outstanding Current Ove/3O Ovor8O 0wa,gO Ovar12O
25601 03128/2018 10.650n0 10.850�00
Tu|m| 10.650.00 10.650.00 0,00 0.00 0.00 0.00
Dan Alexander Invoice nmnmyz**u1 Invoice date oomnmom
Page zv/*
Dan Alexander Invoice number 25601
Project 18-024 Manley Road SID Date 03/28/2018
Contact Person/Project Mgr:
Lee S. Evans
TERMS:Net 30 Days, Finance Charges will be applied on default of payment outside of these terms.
Dan Alexander Invoice number 25601 Invoice date 03/28/2018
Page 4 of 4
Dan Alexander Invoice number *Draft'
Project 18-024 Manley Road SID Date 03128/2 0 1 8
Pre- illina Work sheet
18-024 Manley Road SID
Project Management Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:03/24/2018 To Bill
Billing Type:Time&Expense Date Unit V _Rate Amount Units Amount
Labo WIP Status:Billable
Project Manager
Lee S.Evans
Meetings 03/06/2018 2,00 125.00 250.00 2.00 250.00
Prepared for meeting w/Owners. Meeting at AESI from 10- 11.30. (2.0 hr)
Project Management 02/23/2018 0.75 125.00 93,75 0.75 93.75
Worked on proposal to DA, (0.75 hr)
Project Management 02/26/2018 5.50 125.00 687.50 5.50 687.50
Worked on engineering design proposal for Manley Road SID. Emailed to DA, (5.5 hr)
Correspondence 02/19/2018 0.25 125.00 31,25 0,25 31.25
Phone conversation with DA about project go-ahead. (0.25 hr)
Correspondence 02/23/2018 1,00 125.00 125,00 1.00 125.00
Set up project and billing files. (1,0 hr)
Correspondence 02/27/2018 1.50 125.00 187.50 1,50 187,50
Email to SK and RH about Thursday's meeting. Email to DA aril CS about go-ahead and
Tuesday's meeting. Discussion w/Josh about exhibits for meetings. (1.5 hr)
Correspondence 03/02/2018 2.00 125.00 250.00 2.00 250.00
Detailed email to DA and CS w/preliminary exhibits. (1.0 hr)
Detailed email to COB w/preliminary exhibits. (1.0 hr)
Correspondence 03/05/2018 3,00 125.00 375,00 3.00 375.00
Emails to COB and Owners w/design questions,ROW questions, NWE questions, and SID
questions. (3.0 hr)
Subtotal 16.00 2,000.00 16,00 2,000.00
Labor total 16.00 2,000.00 16.00 2,000.00
Phase Summary Reported%Complete Date Entered:
Contract or,Sperrt� % Billed % Remainingg H % „^M vm WIP To Bill
Labor 5,000.00 2,000,00 40 5,000,00 100 2,000.00 40 2,000.00
Total 5,000.00 2,000.00 40 5,000.00 100 2,000.00 40 2,000.00
Review of Ex. Project Information Phase Status:Active
WIP-BiII As Time Ex:nense Billing Cutoff:03/24/2018 To Bill
Date Units Rate ount I Units Amount
�.__�
Billing Type:Time&Expense Am
Labor WIP Status:Billable
Project Manager
Lee S.Evans
Correspondence 02/19/2018 0.25 125.00 31.25 0.25 31.25
Discussion ovl Josh about ex,project data and info. (0.25 hr)
Data Management 02/19/2018 0.50 125.00 62.50 0,50 62.50
Review and filing of ex.project info from TM.(0.5 hr)
Data Management 02/20/2018 1,00 125.00 125.00 1,00 125.00
Review and filing of ex.project info from TM(1.0 hr)
Data Management 02/22/2018 0.50 125.00 62.50 0.50 62.50
Dan Alexander Invoice number'Draft" Invoice date 03/28/2018
Paqe 5 of 11
Dan Alexander Invoice number 'Draft*
Project 18-024 Manley Road SID Date 03/2812018
Pre-Billina Worksheet
18-024 Manley Road SID
Review of Ex. Project Information Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:03/24/2018 To Bill
- -
Billing Type:Time&Expense Amount ( Units Amount
Lab9i WIP Status Billable
Project Manager
Lee S.Evans
Review and filing of ex.project info from TM(0.5 hr).
Data Management 02/23/2018 1,00 125.00 125.00 1.00 125,00
Review and filing of ex.project info from TM. (1.0 hr)
Data Management 02/27/2018 1.00 125.00 125.00 1,00 125,00
Assembled Manley Road area as-builts from COB GIS website, Call wl Bill S.at COB GIS. (1.0
hr)
Data Management 03/01/2018 2,00 125.00 2%00 2,00 250,00
Review ofpreliariaory exhibit info from Josh. Filing of project data and correspondence. (2.0 hr)
Subtotal 6.25 781.25 6.25 781.25
Design Engineer
Joshua D.Smith
Meetings 03/06/2018 1,50 100.00 150.00 1.50 150,00
Meeting with Clark Sprague,Dan Alexander,Lee E.,&Kyle T. to discuss project history and
plans moving forward(10:00-11:30, 1.5hrs).
Review 02/19/2018 0.75 100.00 75.00 0,75 75,00
Reviewed received CAD files and plotted PDFs of previously created production sheets.
Review 02/26/2018 2.50 iWoo 250.00 2.50 250.00
Reviewed project files from previous ous engineer neer as well as topographic survey performed by
original surveyor.
Subtotal 4.75 475.00 4.75 475,00,
Labor total 11.00 1,256.25 11.00 1,256.25
Phase Summary Reported%Complete Date Entered:
Contractl_ Spent E-i 11ed % Remainingming 1 WIP To Bill
Labor 2,500.00 1,256,25 50 2,500.00 100 1,256.25 50 1,256.25
Total 2,500-00 1,256.25 50 2,500.00 100 1,256.25 50 1,256.25_
Topographic& Boundary Survey Phase Status:Active
WIP-Bill As Timg-&-Expm= Billing Cutoff:03/2412018 To Bill
Billing Type:Time&Expense D ate Units at! nt Units Amount
_R_
Labo WIP Status:Billable
Project Manager
Lee S.Evans
Correspondence 03/13/2018 0.50 125,00 62.50 0.50 62.50
Discusson w/KTand JS about topo survey work. (0.5 hr)
Correspondence 03/22/2018 0.75 125.00 93.75 0-75 93,75
Called in utility locate request. Email to KT and JS about locate, (0.75 lit)
Subtotal 1,25 156.25 1.25 156.25
Land Surveyor
Kyle I.Thompson
Dan Alexander Invoice number'Draft Invoice date 03/28/2018
Paqe 6 of 11
Dan Alexander Invoice number "Draft'
Project 18-024 Manley Road SID Date 03/28/2018
Pre-Billing Worksheet
18-024 Manley Road SID
Topographic & Boundary Survey Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:03/24/2018 To Bill
Billing Type:Time&Expense , Date I._ Units { Rate Amount Units Amount
LabQ WIP Status:Billable
Land Surveyor
Kyle 1.Thompson
Field 03/23/2018 8.00 100.00 800,00 8,00 800,00
field topo survey.
CADD 03/13/2018 8.00 100.00 800.00 8,00 800,00
EDITTWG ALPINES CADD DATA AND PREPARING A TOPO MAP,
Data Management 03/05/2018 8.00 100.00 800.00 8.00 800,00
covert alpine field topo data to our field parameters.
Subtotal 24.00 2,400,00 24.00 2,400.00
Design Engineer
Joshua D.Smith
Meetings 03/13/2018 0.75 100.00 75.00 0,75 75.00
Evaluation of existing topographic survey and discussions with Kyle&Lee(AESI)regarding
additional terrain data, underground utilities, etc. as well as coordinate systems,transformation,
and vertical daturn of existing survey.
Meetings 03/20/2018 0.25 100.00 25.00 0.25 25.00
Discussed topographicsurvey updates and schedules with Lee&Kyle(AESI).
Subtotal 1.00 100.00 1.00 100,00
Labor total 26.25 2,656.25 26.25 2,656.25
Phase Summary Reported%Complete Date Entered:
-"ontract Spent % Billed % Remaining % WIP To Bill
Labor 7,500.00 4,256.25 57 7,500.00 100 2,656.25 35 2,656.25
Total 7,500.00 4,256,25 57 7,500.00 100 2,656,25 35 2,656.25
Right of Way& Easements Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:03/24/2018 To Bill
Billing Type:Time&Expense (Date Units Rate Amount Units Amount
Labor WIP Status:Billable
Design Engineer
Joshua D.Smith
Meetings 03/05/2018 0,50 100.00 50.00 0.50 50,00
Discussions with Kyle&Lee(AESI)regarding obtaining RAN and potential collector roads
sections within available RAN.
Research 02/22/2018 5.50 100,00 550,00 5,50 550.00
Researched plats&previous correspondence. Evaluated potential proposed sections for
Collector and existing available RAN. Merged data from Alpine Surveying&previous AESI
projects in vicinity of Manley Road.
CADD 02/27/2018 1.75 100,00 175.00 1.75 175.00
Revised SID boundary exhibit and discussed with Lee(AESI),
CADD 03/01/2018 0.75 100,00 75.00 0.75 75,00
Dan Alexander Invoice number"Draft' Invoice date 03/28/2018
Page 7 of 11
Dan Alexander Invoice number 'Draft'
Project 18-024 Manley Road SID Date 03128/2018
Pre-Billing Work sheet
18-024 Manley Road SID
Right of Way& Easements Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:03/2412018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
Lflb�Qrr WIP Status-Billable
Design Engineer
Joshua D.Smith
Prepared&printed exhibits in anticipation of meeting with CoB officials.
Revised"road section exhibit to better show site constraints in anticipation of meeting with CoB
&Owners.
Subtotal 8.50 850.00 8.60 850.00
Labor total 8.50 850.00 8.50 850.00
Phase Summary Reported%Complete Date Entered:
O'E-Remaini[�IC� To Bill
Contract Spent
Labor 10,000.00 850.00 9 10,000m 100 850.00 9 850.00
Total 10,000.00 850.00 9 10,000.00 100 850.00 9 850.00
Geotechnical Investigation&Report Phase Status:Active
Billing Cutoff:03/24/2018 To Bill
Billing Type:Time&Expense Date Units T^ Amount
Amount nits
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract[ Spent] L B=,iIl,d -%/. Remaining % WIP To Bill
Labor 10,000.00 31.25 0 10,000.00 100
Total 10,000.00 31.25 0 10,000.00 100
SID Development&Creation Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:03/24/2018 To Bill
Billing Type:Time&Expense Date Units Rate I Amount U n i�tsAmount
Labo WIP Status Billable
Design Engineer
Joshua D.Smith
Document Preparation 02/21/2018 2.25 100,00 225.00 2.25 225.00
Reviewed sample SID information,provided by CoB. Began drafting Exhibit A and preparing
Exhibit B for the anticipated SID submittal.
Subtotal 2.25 225.00 2.25 225.00
Labor total 2.25 225.00 2.25 225.00
Dan Alexander Invoice number*Draft Invoice date 03/28/2018
Page 8 of 11
Dan Alexander Invoice number 'Draft'
Project 18-024 Manley Road SID Date 03/28/2018
�r�-�iilinc�VVQrk�he�t
18-024 Manley Road SID
Phase Summary Reported%Complete Date Entered:
Contract Spent _ °!o B�IiedPo °/ ry:Remarning mm % 1 WIP To Bill
Labor 15,000.00 1,450,00 10 45,000.00 100 225.00 2 225,00
Total 15,000.00 1,450.00 10 15,000.00 100 225.00 2 225.00
Feasibility&Preliminary Roadway Design Phase Status:Active
WIP-Sill As Time&Expense Billing Cutoff:03/24/2018 To Bill
Billing Type:Time Expense Date Units Rate Amount Units Amount
Ubw WIP Status:Billable
Project Manager
Lee S.Evans
Meetings 03/12/2018 1,00 125.00 125.00 1.00 125.00
Meeting w/COB re:layout, ROW.SID, and NWE impacts.(1.0 hr)
Correspondence 02/22/2018 0,50 125.00 62.50 0.50 62.50
Discussion w/Josh about project issues,namely lack of ROW and close proximity of lake to
north of MAP Brewing. (0.5 hr)
Correspondence 03/12/2018 0.50 125.00 62.50 0.50 62.50
Follow-up phone call w/DA about outcome of today's COB meeting re:layout, ROW, SID, and
NINE impacts. (0,5 hr)
Correspondence 03/19/2018 1.50 125.00 187.50 1.50 187.50
Email to SK re:conceptual design and questions re:extent of parking.(1.0 hr).
Email to JS re:right irr/right out on the southside approach into GLCS. (0.5 hr)
Correspondence 03/20/2018 1.00 125.00 125.00 1,00 125.00
Calf from DA. Email to COB w/revised concept plan showing expanded parking areas. Emailed
revised concept plan to DA and Madison Eng. (1.0 hr)
Subtotal 4.50 562.50 4.50 562.50
Land Surveyor
Kyle 1.Thompson
Meetings 03/06/2018 1.00 100.00 100,00 1.00 100,00
meeting with clients.
Subtotal� 1.00 100.00 1.00 _100.00
Design Engineer
Joshua D.Smith
Meetings 03/12/2018 1.50 100.00 150.00 1,50 150.00
Meeting with Shawn Kotz,Rick Hixson(CQB), &Lee(AESi). Follow-up with Shawn regarding
conceptual design layout. (9:45-11:45, 1.5 firs),
CARD 03/20/2018 0.75 100.00 75.00 0.75 75.00
Revised cursory road layourt to consist of additional parking in the vicinity of the lake.
Document Preparation 03/12/2018 1.50 100,00 150.00 1.50 1%00
Revised preliminary roadway design and prep'd for meeting with CoB.
Design 02/26/2018 1.50 100.00 150.00 1.50 150.00
Preliminary design of collector road section.
Design 02/27/2018 4.25 100.00 425.00 4.25 425.00
Preliminary layout of c000ector section along proposed centerline of Manley Road. Evaluated
potential conflicts with existing utilities.
Design 03/05/2018 4.25 100.00 425.00 4,25 425.00
Cursory design&evaluation of proposed Collector Section of Manley Road.
Dan Alexander Invoice number"Draft' Invoice date 03/28/2018
Pace 9 of 1 1
Dan Alexander Invoice number *Draft'
Project 18-024 Manley Road SID Date 03/28/2018
Pre-Billing Worksheet
18-024 Manley Road SID
Feasibility&Preliminary Roadway Design Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:03/24/2018 To Bill
Billing Type:Time&Expense ED-te-l' Units R,_�te Amount Units Amount
Lab9f WIP Status:Billable
Design Engineer
Joshua D.Smith
Design 03/06/2018 3.75 100.00 375.00 175 37500
Cursory vertical design of Manley Road, Developed plan&profile,and cross-section sheets.
Design 03/07/2018 0.50 100.00 50.00 0.50 50,00
Preliminary geometric layout per meeting with Owners.
Design 03/08/2018 5.25 100.00 525.00 5,25 525.00
Geometric road layout in anticipation of ineeting,with CoB.
Design 03/1212018 5.50 100.00 550.00 5.50 550,00
Revised road layout per meeting with CoB. Developed preliminary vertical design corridor&
associated profiles&cross-sections.
Design 03/13/2018 1.00 100.00 100.00 1,00 100.00
Revised road layout per discussions with Lee.
Subtotal 29.75 2,975.00 29.75 2,975.00
Labor total 35.25 3,637.50 35.25 3,637.50
Phase Summary Reported%Complete Date Entered:
Contract Spent %I _ Billed =Re,,ii.jg ---,ToBill
Labor 25,000.00 4,068.75 16 25,000.00 100 3,637.50 15 3,637.50
Total 25,000.00 4,068.75 16 25,000.00 100 3,637.50 15 3,637r50
Final Roadway Design Phase Status:Active
Billing Cutoff:03/24/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
WIP Status!
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
L Contra.tL Spent /.J Rerna-ming[::: .....WIPL_ To Bill
Labor 25,000,00 25,000.00 100
Total 25,000.00 25,000.00 100
Water,Sewer,&Storm Drain Design Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:03124/2018 To Bill
Billing Type:Time&Expense
Date Units Rate Amount Units Amount
Labp WIP Status.Billable
Design Engineer
Rory S.Romey
Dan Alexander Invoice number Draft Invoice date 03/28/2018
Page 10 of 11
Dan Alexander Invoice number °Draft'
Project 18-024 Manley Road SID Date 03/2812018
PLe- illing Worl«h et
18-024 Manley Road SID
Water,Sewer, &Storm Drain Design Phase Status:Active
WIP Bill As Time Expense Billing Cutoff:03/24/2018 To Bill
Billing Type:Time&Expense F ake Units Rate Amount Units Amount {
Labx WIP Status:Billable
Design Engineer
Rory S.Romey
Design 02/27/2018 0.25 100.00 25.00 0.25 25.00
storm drainage discussion and initial big picture look.
Subtotal 0.25 25.00 0.25 25.00
Labor total 0.25 25.00 0.25 25.00
Phase Summary Reported%Complete Date Entered:
Contract S e�
n o a
p nt /Q Billed /o Remaming /oy WIP To Bill y�I
Labor 20,000,00 25.00 0 20,000.00 100 25.00 0 25.00
Total 20,000.00 25.00 0 20,000.00 100 25.00 0 25.00
Dry Utility Coordination Phase Status:Active
Billing Cutoff:0 312 4/2 01 8 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
WIP Status: J
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spent_ % BMerit—%� Remaining_ "/o u LL WIP To Bill
Labor 5,000,00 5,000.00 100
Total 5.000.00 5,000.00 100
Invoice Summary
Contractl Sent — °f Billed 4 %� Remaining °/J WIP[ To Bill
Labor 125,000.00 13,937.50 11 '125,000.00 100 10,650.00 10,650.00
Expense
Consultant
Total 125,000.00 13,937,50 11 125,000.00 100 10.650.00 10,650,00
Dan Alexander Invoice number'Draft" Invoice date 03/28/2018
Page i i of 11
Civil Engineering • Land Surveying - Geotechnical Engineering • Construction Services
Corporate Office North Dakota Office
ALLIED 32 Discovery Drive 299 Prairie Drive
ENGINEERING Bozeman,Montana 59718 P.O.Box 1251
SERVICES,INC. Ph: (406)582.0221 Stanley,North Dakota 58784
OlVeisePco�e ` Fax: (406)S82-5770 Ph: (701)628-0221
May 14, 2018
Dan Alexander
PO Box 1201
Bozeman, MT 59771
Re: May Invoice(Invoice 2)
Manley Road SID — Bozeman, MT
Dear Mr. Alexander:
Please find enclosed our May invoice (Invoice 2) in the amount of$12,579.35 for time and expenses
incurred between March 25 and April 28 on the above-referenced project. A table of the incurred costs
based on phase is provided below. More phases will most likely be added as we move through the
project and other key work tasks are identified.
Note 1: Attached to the invoice is our pre-billing worksheet, which contains our timesheet notes. This
will give you a good idea of the work we did on the project during this billing cycle. Right now I have our
design fees estimated at $125,000. These will likely change in one direction or the other based on the
final construction cost estimate for the project and project complexities.
Note 2: The purpose of the phases is to try and group time for specific key project tasks. These are not
perfect and some of our time entries could have been billed to more than one phase.
Phase Costs Costs
(This Invoice) (Total To Date)
Project Management: $250.00 $2,250.00
Review of Ex. Project Information: $0.00 $1,256.25
Topographic and Boundary Survey: $3,211.50 $5,867.75
Right of Way and Easements: $0.00 $850.00
Geotechnical Investigation and Report: $125.00 $125.00
SID Development and Creation: $1,800.00 $2,025.00
Feasibility and Preliminary Roadway Design: $6,328.75 $9,966.25
Final Roadway Design: $0.00 $0.00
Water,Sewer,and Storm Drain Design: $864.10 $889.10
Dry Utility Coordination: $0.00 $0.00
TOTAL: $12,579.35 $23,229.35
www.alliedengineering.com
Dan Alexander Project 4: 18-024
May Invoice—Manley Road SID May 14,2018
Billing History
March 28, 2018: Invoice 1 (#25601) $1.0,650.00 Paid in full (05/03/18)
May 14, 2018: Invoice 2 (#25749) $12,579.35 Current
TOTAL INVOICED AMOUNT TO DATE: $23,229.335
Provided below is a simplified summary of the work items on this invoice according to phase. For more
detail, please see the attached pre-billing worksheet.
Project Management ($250.00
Review and processing of AESI Invoice 1.
Two rapic and_Bou Ldary_Sur gy 3 21L 01:
• On-site survey time.
® Processing of field data and preparation of topographic map and CAD file.
® Working with Alpine Survey's boundary files and info.
• Preparation of survey exhibit for upcoming geotech work.
• Reimbursable expenses(mileage).
Geotechnical Investigation and Report ($125.00):
• Call from NWE about excavation work around high pressure gas main.
• Site visit to observe utility locate markings and site conditions.
SID Development and Creation ($1,800.00):
• Worked on Resolution of Intent document.
• Worked on Exhibit B—Legal Description of Properties.
® Worked on initial quantity takeoff and Engineer's cost estimate.
• Worked on Exhibit D—Assessment Spreadsheet.
• Reviewed and compiled 2017 hid tabs from COB for public projects.
Feasibility and Preliminary Roadway Design ($6,328.75):
• Meeting w/COB about pedestrian and bike movements and improvements.
• Review of COB transportation plan, water facility plan, and wastewater facility plan.
• Internal discussions about concept and preliminary roadway plans.
• Site visits to observe site conditions.
• Project update to Owners. Ernailed on 4/9.
® Correspondence w/Sanderson Stewart about new park access road on south side of pond.
® Correspondence w/ Madison Engineering about intersections, utilities, and grading.
• Worked conceptual layout items.
• Worked on preliminary horizontal and vertical design.
Allies!Engineering Services,Inc. Page 2
Dan Alexander Project 4: 18-024
May Invoice—Manley Road SID May 14,2018
Water,Sewer, and Storm Drain Design ($864.10):
• Initial review of existing and proposed storm drainage design items.
• Site visit to assess and observe existing site conditions.
• Reimbursable expenses(mileage).
If you have any questions regarding this invoice, please give me a call. Thank you.
Sincerely,
Allied Engineering Services, Inc.
Lee S. Evans, PE
Geotechnical Engineer
enc: Invoice No. 25749
P:\2018\18-024 Manely Road SID\Project Management\Invoicing\Invoice 2-05.14.18\18-024 Alezanderinvoice2.05.14.18
Allied Engineering Services,Inc. Page 3
ALLIED
ENO/NEE 0
anwVrem INC
32 Discovery Drive
Bozeman,MT 59718
406-582-0221
Dan Alexander Invoice number 25749
PO Box 1201 Date 05/14/2018
Bozeman, MT 59771
Project 18-024 Manley Road SID
For professional services rendered through April 28,2018.
PROJECT MANAGEMENT
Billed
Date Hours Rate Amount
Lee S. Evans
Project Management
03/28/2018 2.00 125.00 250.00
Phase subtotal 250.00
TOPOGRAPHIC & BOUNDARY SURVEY
Billed
Date Hours Rate Amount
Joshua D.Smith
CADD
03/30/2018 1.25 100.00 125.00
Ken W.Olson
CADD
04/26/2018 2.00 85.00 170.00
04/27/2018 1.00 85.00 85.00
Kyle I.Thompson
Field
03/26/2018 8.00 100.00 800.00
03/27/2018 8.00 100.00 800.00
04/18/2018 4.00 100.00 400.00
CADD
03/28/2018 8.00 100.00 800.00
Reimbursables
Billed
Amount
8.40
2003 Chevy Mileage 4118118 KIT
7.70
2003 Chevy Mileage 3126118 KIT
7.70
2003 Chevy Mileage 3127118 KIT
7.70
Dan Alexander Invoice number 25749 Invoice date 05/14/2018
Page 1 of 4
Dan Alexander Invoice number 25749
pmkm/ 1"m Manley Road om Date aso*mo/e
TOPOGRAPHIC & BOUNDARY SURVEY
Reimbursob|on
Billed
Amount
2o03 Chevy Mileage 3123/18KIT
Phase subtotal 3.211.50
GEOTECHN|CAL/NVEST|GAT|ON & REPORT
Billed
Data Hours Rate mnouoK
Lee S. Evans
Correspondence
03/27/2018 025 125�08 31.25
Site Visit
03/28/2010 035 12500 93.75
Phase subtotal 125.00
S|O DEVELOPMENT&CREATION
8i||ad
Date Hours Rate Amount
JoshuoD. Smith
Meetings
03/26/2018 0.25 100,00 25D0
Document Preparation
83/20/2018 1.50 100D0 150.00
03/27/2018 10.50 100,00 1.050.00
04V11/2018 5.75 100,00 575.00
Phase subtotal 1,800u0
FEASIBILITY&PRELIMINARY ROADWAY DESIGN
Billed
Date Hours Rat* Amount
Joshua D.Smith
Meetings
04X03/2018 2.50 100.00 250.00
Review
03/20/2018 225 100.00 225.00
03/28/2018 1.75 100�00 175.00
CADD
03/28/2018 0.50 100.00 50.00
03/29/2018 3.50 100�00 350.00
Correspondence
0409/2018 1.00 100.00 100.00
04/10/2010 1.50 100,00 150.00
04V13/2018 0.25 100.00 25.00
Design
04/02/2018 10.00 100.00 1.000.00
04m3/2010 7.25 10000 725.00
04X04/2018 10.00 100.00 1.000.00
04/05/2018 5.75 100D0 575.00
8406/2018 0.50 100.00 50.00
04/102018 150 100.00 350.00
04/16/2018 2.50 100D0 250.00
Dan Alexander Invoice number unno Invoice date uu/1*un/o
Page uv,*
Dan Alexander Invoice number 25749
pn*°" 18u2 Manley Road SIo Date 05x4u018
FEASIBILITY& PRELIMINARY ROADWAY DESIGN
8i||od
Date Hours Rate Amount
Joshua[\Smith
Design
04/18/2018 0.50 10000 50.08
Lae S. Evans
Meetings
04/03/2018 200 125.00 25000
Review
03/26/2018 1.00 125.00 125.00
Correspondence
03/27/2010 0.25 12500 81.25
04/05/2018 1�00 125�00 125.00
0406/2018 0.25 135�00 31.25
04/09/2018 1.00 125�00 125.00
Data Management
04/10/2018 1.50 125.00 187.50
Site Visit
03/28/2018 0�75 125.00 9375
Mark A. Fasting
Meetings
0405/2018 0.25 140.00 35.00
Phase subtotal 6.328.75
WATER, SEVVER, &STORM DRAIN DESIGN
Billed
Date Hours Rate Amount
Pau|J.Sanford
Ganmne|
04/12/2$18 2,00 140.00 280.00
RoryS. Romoy
General
04/1012018 0.75 100.00 75.00
04/11/2018 0.50 100.00 5000
04/)2/2018 4.50 100.80 4%00
Reimhumob|en
Billed
Amount
9.10
2oYJ Dodge u0 Mileage,4Y2118RSR
Phase subtotal 864,10
Invoice total
Aging Summary
Invoice Number Invoice Date Outstanding Current Over3O Over 00 Over 90 Over 120
25749 05/14/2018 12.579.35 12.57935
Total 12.57835 12.579.35 0.00 o00 0.00 0.00
Dan Alexander Invoice number 2sr*y Invoice date oyx*oo10
Page ov/^
Dan Alexander Invoice number 25749
Project 18-024 Manley Road SID Date 05/14/2018
Contact Berson/Project Mgr:
Lee S. Evans
TERMS:Net 30 Days, Finance Charges will be applied on default of payment outside of these terms.
Dan Alexander Invoice number 25749 Invoice date 0 5/1 412 0 1 8
Page 4 of 4
Dan Alexander Invoice number .Draft"
Project 18-024 Manley Road SID Date 05/14/2018
RMABilling WorkShept
18-024 Manley Road SID
Project Management Phase Status:Active
WIP-Biii As Time-&Ewmu Billing Cutoff:04/2 812 0 1 8 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
Labpr WIP Status:Billable
Project Manager
Lee S.Evans
Project Management 03/28/2018 2.00 125.00 250.00 2.00 250.00
Review and processing of Invoice /. (2.0 hr)
Subtotal ---2.00 2W00� 2.00 250.00
Labor total 2.00 � 250.00 2.00 '- 250.00
Phase Summary Reported%Complete Date Entered:
Contract Spent % Billed °!° Remaining °!°(
__. �- -� . ___ WIP�. To Bill
Labor 5,000.00 2,437,50 49 2,000.00 40 3,000.00 60 250.00 5 250.00
Total 5,000.00 2,437.50 49 2,000.00 40 3,000.00 60 250.00 5 250.00
Review of Ex. Project Information Phase Status:Active
Billing Cutoff:04/28/2018 To Bill
Billing Type:Time&Expense ^Date ___ Units --Rate______ _ Amount^ Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spent % Billed °!° Remaining To Bill
Labor 2,500.00 1,256.25 50 1,256.25 50 1,243.75 50
Total 2,500,00 1,256.25 50 1,256.25 50 1,243,75 50
Topographic&Boundary Survey Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:04/28/2018 To Bill
Billing Type:Time&Expense Date Units Rate ( Amount r Units- Amount
,Labor WIP Status:Billable
Land Surveyor
Kyle 1,Thompson
Field 03/26/2018 &00 100.00 800.00 8.00 800.00
field topo survey.
Field 03/27/2018 8.00 100.00 800.00 8.00 800.00
field topo survey.
Field 04/18/2018 4,00 100.00 400.00 4.00 400.00
dip manholes and water valves.
CADD 03/28/2018 &00 100.00 800.00 8,00 800.00
process data and make contour map.
Subtotal 28.00 2,800.00 28.00 2,800.00
Dan Alexander Invoice number'Draft" Invoice date 05/14/2018
Page 5 of 11
Dan Alexander Invoice number 'Draft'
Project 18-024 Manley Road SID Date 05/14/2018
Pre-Billi;na Worksheet
18-024 Manley Road SID
Topographic&Boundary Survey Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:04/28/2018 To Bill
Billing Type:Time&Expense Date Units ... _- Rate Amount Units Amount
LabQrr WIP Status:Billable
Sr.CAD Designer
Ken W.Olson
CADD 04/26/2018 2.00 85.00 170.00 2.00 170.00
cleaned up rotated and moved alpine boundary
CADD 04/2712018 1.00 85.00 85.00 1.00 85.00
finished cleaning up boundary vaulted map
Subtotal 3.00 255.00 3.00 255.00
Design Engineer
Joshua D.Smith
CARD 03/30/2018 1,25 100.00 125,00 1.25 125.00
Created topographic map exhibit and associated kmi files in anticipation of site visits1field work.
Subtotal 1.25 9 25.fl0 1.25 125.00
Labor total --- 32.25 3,180.00 32.25 - --3,180.00
Expense WIP Status:Billable
In-house Expense
Truck-03 Chevy Mileage 04/14/2018 11.00 0.70 7,70 11.00 7.70
2003 Chevy Mileage 3123118 KIT
Truck-03 Chevy Mileage 04/14/2018 11,00 0.70 7.70 11.00 7.70
2003 Chevy Mileage 3126118 KIT
Truck-03 Chevy Mileage 04/14/2018 11,00 0.70 7.70 11.00 7.70
2003 Chevy Mileage 3127118 KIT
Truck-03 Chevy Mileage 05/12/2018 12.00 0.70 8,40 12.00 8.40
2003 Chevy Mileage 4118118 KIT
Subtotal 45.00 31.50 45.00 31.50
Expense total 45.00 31.50 45.00 31.50
Phase Summary Reported%Complete Date Entered:
Contract Spnt % Billed % Remaining % WIP To Bill
e
� ....._ I
Labor 7,500.00 5,836.25 78 2,656.25 35 4,843.75 65 3,180,00 42 3,180-00
Expense 31.50 31.50 31.50
Total 7,500.00 5,867.75 78 2,656.25 35 4,843.75 65 3,211.50 43 3,211,50
Right of Way&Easements Phase Status:Active
Billing Cutoff:04/28/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount ( Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Dan Alexander Invoice number'Draft d Invoice date 05/14/2018
Page 6 of 11
Dan Alexander Invoice number *Draft"
Project 18-024 Manley Road SID Date 051140018
Pre-Billing 1ff rkshegt
18-024 Manley Road SID
Phase Summary Reported%Complete Date Entered:
Contract Spent % Billed °lo Remaining) /. WIP To--
_ - - 1
Labor 10,000.00 850.00 9 850.00 9 9,150.00 92
Total 10,000.00 850,00 9 850.00 9 9,150.00 92
Ceotechnical Investigation&Report Phase Status:Active
WIP-Bill As Time 8 UPS-nse Billing Cutoff:04/28/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
Labor WIP Status:Billable
Project Manager
Lee S.Evans
Correspondence 03/27/2018 0.25 125,00 31.25 0.25 31,25
Call from Rachel at NINE about high pressure gas line location. (0.25 hr)
Site Visit 03/28/2018 0.75 125.00 93.75 0.75 93,75
Site visit to observe utility locates and site conditions, (0,75 hr)
Subtotal 1.00 125.00 1.00 126.00
Labor total 1.00 12&00 1.00 126.00
Phase Summary Reported%Complete Date Entered:
Contract Spent % Biiled Remaining % WIP To Bill
_____. ��._..__ _
Labor 10,000.00 1,71&75 17 10,000.00 100 125.00 1 125.00
Total 10,000.00 1,718.75 17 10,000.00 100� 125.00 - _1 125,00
SID Development&Creation Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:04/28/2018 To Bill
Billing Type:Time&Expense ( Date Units Rate Amount i Units Amount
_ .. . t .. ,, _
Labor WIP Status:Billable
Design Engineer
Joshua D.Smith
Meetings 03/26/2018 0,25 100.00 25.00 0.25 25.00
Meeting with Lee(AESI)to discuss SID document creation, schedule,and deliverables.
Document Preparation 03/26/2018 1.50 100.00 150.00 1.50 150,00
Preparation of SID package components.
Document Preparation 03/27/2018 10.50 100,00 1,050.00 10.50 1,050.00
Created SID Resloution of Intent,Exhibit 8(legal descritpion of property), Exhibit C(lot
assessment),and performed cursory quanitity takeoff&cost estimate of proposed
improvements.
Document Preparation 04/11/2018 5.75 100.00 575.00 5.75 575.00
Compiled 2017 bid tabs received from COB pertaining to public road projects. Revised unit casts
in SID engineer's estimate,revised lot assessment,and performed quantity takeoff per revised
geometric layout.
Subtotal 18.00 1,800.00 18.00 1,800.00
Labor total 18.00 1,800.00 18.00 1,800.00
Dan Alexander Invoice number'Draft' Invoice date 05/14/2018
Page 7 of 11
Dan Alexander Invoice number `Draft.
Project 18-024 Manley Road SID Date 05/14/2018
18-024 Manley Road SID
Phase Summary Reported%p Complete Date Entered:
Contract Spent % MIMI - % RematnIng W °/a ,WtP To Bill
Labor 15,000.00 2,025.00 14 225,00 2 14,775.00 99 1,800.00 � 12 1,800.00
Total v 15,000.00 ._. d2,025.00 14 - 225.00 2 14,775.00 99 1,800.00 12 1,800,00
Feasibility& Preliminary Roadway Design Phase Status:Active
yttlP-Bill Ar2 Time pence Billing Cutoff:04/2812018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount €
Labg VfIPStatus Billable
Project Manager
Lee S. Evans
Meetings 04/03/2018 2.00 125.00 250.00 2.00 250.00
Meeting w/LD and CP about bike and ped traffic along Manley.(2.0 hr)
Review 03/26/2018 1.00 125.00 125.00 1.00 125,00
Review of transportation plan,PROST plan,water and wastewater tacitly plans. (1.0 hr)
Correspondence 03/27/2018 0.25 125.00 31.25 0.25 31.25
Discussion w/JS about preliminary design items. (0.25 hr)
Correspondence 04/05/2018 1.00 125.00 125.00 1,00 125.00
Discussions w/JS about concept plans. (1.0 hr)
Correspondence 04/06/2018 0.25 125.00 31.25 0,25 31.25
Email correspondence w/JS,SK,LD, CP re;modifications to concept design.(0.25 hr)
Correspondence 04/09/2018 1.00 125.00 125.00 1.00 125.00
Email update to DA and CS w/summary of concept plans, work to date,futrue work,and
timeframe goals. (1.0 hr)
Data Management 04/10/2018 1.50 125.00 187.50 1.50 187.50
Filing of design correspondence and data.(1.5 hr)
Site Visit 03/28/2018 0.75 125.00 93.75 0.75 93.75
Site visit to observe utility locates and site conditions.(0.75 hr) _
Subtotal� 7.75 �968.75�.__ 7.76 m� 968.75
Principal Engineer
Mark A.Fasting
Meetings 04/05/2018 0.25 140.00 35.00 0.25 35.00
Coordinate with Josh regarding options forpedestrian bulb-outs at intersections,parking options
(3.15-3:30pm, 0.25 hrs)
Subtotal 0.25 35.00 0.25 35.00
Design Engineer
Joshua D.Smith
Meetings 04/03/2018 2.50 100.00 250,00 2.50 250.00
Preparation for meeting with Linda DuPriest(COB consultant)&Caroline Poissant(CoB)
regarding pedestrian facilities.
Meeting with CoB representative&consultant. Discussions with Lee regarding revised road
section(2:00-4:00).
Review 03/26/2018 2,25 100,00 225.00 2.25 225.00
Reviewed CoB record drawings pertaining to existing infrastructure within or in the vicinity of
Manley Road.
Review 03/28/2018 1.75 100.00 175.00 1.75 175.00
Dan Alexander Invoice number"Draft` Invoice date 05/14/2018
Page 8 of 11
Dan Alexander Invoice number 'Draft'
Project 18-024 Manley Road SID Date 05/14/2018
Eire- illina Worksheet
18-024 Manley Road SID
Feasibility&s Preliminary Roadway Design Phase Status:Active
WE-Bill As Time&Exnense Billing Cutoff:04/28/2018 To Bill
Billing Type:Time Expense Date Units Rate Amount Units Amount
Labo WIP Status:Billable
Design Engineer
Joshua D.Smith
Reviewed CoB Transportation Plan, WW Facility Plan, SD Facility Plan, Water Facility Plan, &
PRQST Plan.
CADD 03/28/2018 0.50 100.00 50.00 0.50 50.00
Created exhibit showing existing road overlaid onto proposed road with aerial in anticipation of
upcoming fieldwork.
CADD 03/29/2018 3.50 100.00 350.00 3.50 350,00
Roadway design
Correspondence 04/09/2018 1.00 100.00 100.00 1_00 100.00
Discussions with Danielle(Sanderson Stewart)regarding proposed future NINE Norther Access
road design plans. Requested PDF&CAD files of plans.
Correspondence 04/10/2018 1.50 100.00 150.00 1.50 150,00
Reviewed CoB bid tab estimates. Reviewed PDF plans of NWE northern access road received
from Sanderson Stewart.
Correspondence 04/13/2018 0.25 100.00 25.00 0.25 25.00
Correspondence with Danelle(Sanderson Stewed)regarding hte future NorthWestem Energy
access road intersection with Manley Road.
Design 04/02/2018 10.00 100.00 1,000.00 10.00 1,000.00
Manley Road design. Created plan&profile and x-sec production sheets.
Design 04/0312018 7.25 100.00 725.00 7.25 725.00
Manley road lane layout&cursory vertical design. Began revising pedestrian facility layout per
meeting with CoB representative&consultant.
Design 04/04/2018 10.00 100.00 1,000.00 10.00 1,000.00
Revised horizontal geometric layout of manley road corridor, Revised assembly targets&
cursory vertical design. Inserted&transformed aerial image obtained from Drone flight.
Prepared preliminary project overview&cross-section plan sheets.
Design 04/05/2018 5.75 100.00 575.00 5.75 575.00
Revised vertical design and formatted cross-section production sheets. Added parking areas
and road striping to layout.
Design 04/06/2018 0.50 100.00 50.00 0.50 50.00
Evaluated potential taper options at north end of project site.
Design 04/10/2018 3.50 100.00 350.00 3.50 3%00
Revised preliminary vertical design and evalauted potential conflicts with existing facilities.
Design 04/16/2018 2.50 100.00 2%00 2.50 2%00
Revised 3D roadway corridor model of existing road&proposed improvements. Began
preparing existing and proposed composite datum surfaces to perform earthwork quantity
takeoff
Design 04/18/2018 0.50 100.00 50.00 0,50 50.00
Correspondence%oordination with Julien(Madison Engineering)regarding road intersections
and infrastruction connection points.
Subtotal 53.25 5,325.00 53.25 5,325.00
Labor total 61,25 6,328.75 � 61.26 6,328.75
Dan Alexander Invoice number'Draft Invoice date 05/14/2018
Page 9 of 11
Dan Alexander Invoice number "Draft'
Project 18-024 Manley Road SID Date 05/14/2018
area _ilin _ c�rkSheef
18-024 Manley Road SID
Phase Summary Reported%Complete Date Entered:
Contract Spent % Billed( % Remaining %j WIP To Bill
._ .. I __�___ ..__
Labor 25,000.00 11,141.25 45 3,637.50 15 21,362.50 85 6,328,75 25 6,328,75
Total 25,000.00 11,141.25 45 3,637.50 15 21,362,50 85 6,32875 25 6,328.75
Final Roadway Design Phase Status:Active
Billing Cutoff:04/28/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount } [ Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spent % Billed I% Remaining
' ..� -WIP _ To Bill 1
Labor 25,000.00 25,000.00 100
Total 25,000.00 25,000.00 100
Water,Sewer,&Storm Drain Design Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:04/28/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
Labor WIP Status:Billable
Principal Engineer
Paul J.Sanford
General 04/12/2018 2.00 140.00 280.00 2.00 280.00
storm drainage-site visit, upload photos,email photos to team
Subtotal 2.00 280.00 2.00 280.00
Design Engineer
Rory S.Romey
General 04/10/2018 0.75 100.00 75.00 0.75 75.00
initial review of storm drainage
General 04/11/2018 0.50 100.00 50.00 0,50 50.00
look at the storm drainage design and layout.
General 04/12/2018 4.50 100.00 450.00 4.50 450.00
review storm drainage;site visit w/pjs to review existing conditions;rough cost estimate.
Subtotal 5.75 575.00 5.75 575.00
Labor total 7.75 855.00 7.75 855.00
Expense WIP Status:Billable
In-house Expense
Truck- 13 Dodge Ram V8 HEIViI Mileage 05/12/2018 13.00 0.70 9,10 13.00 9.10
2013 Dodge V8 Mileage,4/12118 RSR
Subtotal 13.00 9.10 13.00 9.10
Expense total 13.00 9.10 13.00 9.10
Dan Alexander Invoice number'Draft° Invoice date 05/14/2018
Page 10 of 11
Dan Alexander Invoice number °Draft'
Project 18-024 Manley Road SID Date 05/14/2018
Pre-B illin ork heet
18-024 Manley Road SID
Phase Summary Reported%Complete Date Entered:
_____ tract Con Spent % Billed %ff Remaining % WIPi To Bill )
Labor 20,000.00 1,005.00 5 25.00 0 19,975.00 100 855.00 4 855,00
Expense 9.10 9,10 9.10
Total 20,000,00 1,014.10 5 25.00— 0 19,975,00 100 864.10 4 864.10
Dry Utility Coordination Phase Status:Active
Billing Cutoff:04/28/2018 To Bin
Billing Type:Time&Expense Date 7Units Rate Amount I Units Amount
WIP Status:
Subtotal 0.00__—___�_�,_.,_,�_
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spent % Bined % Remaining % WIP To Bill
_ .._.,_. _...,._.. e ,___.�_. LT _, i �. ----
Labor 5,000,00 125.00 3 5,000.00 100
Total 5,000.00 125.00 3 � � 5,000.00� _� 100
Street Lighting Design Phase Status:Active
Billing Cutoff:04128/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount 1 Units�j Amount
WIP Status:
Subtotal ------- ---- 0.00----_—_.-- -------___---
total 0.00
Phase Summary Reported%Complete Date Entered:
__. _ ---ract
Cont Spent{ % Billed % Remaining % WIP To Bill
Labor 10,000.00 10,000,00 100
Total 10,000.00 10,000.00 100
Invoice Summary
Contrae Spend Bill Billed %d Remaining %� -WIP — To Bill
Labor 135,000.00 26,395,00 20 10,650,00 8 124,350.00 92 12,538.75 12,538.75
Expense 40.60 40.60 40.60
Consultant
Total 135,000,00 26,435,60 20 10,650.00 8 124,350,00 92 12,579.35 12,579.35
Dan Alexander Invoice number'Draft` Invoice date 05/14/2018
Page 11 of 11
L Civil Engineering • Land Surveying • Geotechnical Engineering • Construction Services
Corporate Office North Dakota Office
ALLIED 32 Discovery Drive 299 Prairie Drive
ENGINEERING Bozeman,Montana 59718 P.O.Box 1251
SERVICES,INC. _ Ph: (406)582-0221 Stanley,North Dakota 58784
'lVersePro�e Fax: (406)S82-5770 Ph: (701)628-0221
June 19, 2018
Dan Alexander
PO Box 1201
Bozeman, MT S9771
Re: June Invoice(Invoice 3)
Manley Road SID — Bozeman, MT
Dear Mr.Alexander:
Please find enclosed our June invoice (Invoice 3) in the amount of $8,189.65 for time and expenses
incurred between April 29 and June 2 on the above-referenced project. A table of the incurred costs
based on phase is provided below. More phases will most likely be added as we move through the
project and other key work tasks are identified.
Note 1: Attached to the invoice is our pre-billing worksheet, which contains our timesheet notes. This
will give you a good idea of the work we did on the project during this billing cycle. Right now I have our
design fees estimated at $125,000. These will likely change in one direction or the other based on the
final construction cost estimate for the project and project complexities.
Note 2: The purpose of the phases is to try and group time for specific key project tasks. These are not
perfect and some of our time entries could have been billed to more than one phase.
Costs Costs
Phase (This Invoice) (Total To Date)
Project Management: $500.00 $2,750.00
Review of Ex. Project Information: $0.00 $1,256.25
Topographic and Boundary Survey: $358.40 $6,226.15
Right of Way and Easements: $0.00 $850.00
Geotechnical Investigation and Report: $2,631.2S $2,756.25
SID Development and Creation: $0.00 $2,025.00
Feasibility and Preliminary Roadway Design: $4,275.00 $14,241.25
Final Roadway Design: $0.00 $0.00
Water,Sewer,and Storm Drain Design: $125.00 $1,014.10
Dry Utility Coordination: $300.00 $300.00
TOTAL: $8,189.65 $31,419.00
www.alliedengineering.corn
Dan Alexander Project o: 18-024
]Line Invoice Manley Road SID June 19,2018
Billing History
= March 28' ZO18: Invoice 1 (#2S601) $10,650l0 Paid infull (05/03/18)
� May 14' 20lO: Invoice Z (#J5749) $12'579.35 Paid infull (85/23/18)
° June 19, 2OI8: Invoice 3 (#3582S) ��18��S Current
TOTAL INVOICED AMOUNT T0DATE: $31,419.00
Provided below is a simplified summary of the work items on this invoice according to phase. For more
detail, please see the attached pre'biUinQworksheeL
• Review and processing ofAES| Invoice Z.
• Provided project update kz you and Clark onS/4.
Topographic and Bounclar Survev :
• Field time to survey in height o(overhead power lines.
° Reimbursable expenses(mUeaQe).
Geotechnical Inw��ion arid Report :
• Scheduled test pits w/Townsend 8ackhoe and called in new utility locate \o refresh marks.
° Dug 4 test pits on5/9 and 7 test pits on6/1O. Filed TP field logs and photos.
• Prepared and delivered samples to Pioneer Technical Services for CBR lab testing.
• Lab testing inAE3| lab (natural moisture contents).
° Sub-contractor expense (Townsend 8ackhoe for test pit mork).
• Prepared letter for Madison Engineering verifying the design pavement section for GL Sub.
Feasibility and 'relirninary Roadway Design :
° Site visit to review site conditions and preliminary design items.
* Correspondence w/Madison Engineering, Sanderson Stewart, and Marvin &Associates.
° Correspondence w/Patrick Kaina about Map Brewing approach.
* Internal discussions about design.
~ Design items (horizontal and vertical alignments, approaches, and intersections).
Water Sewer and Storm Drain Design :
= Initial discussions about storm drainage and detention pond locations.
Dr Utility Coordi_nation (_Q.PO
:
• Discussions m/Cammy Dooley(NVVE).
= Site visit to review power pole locations relative to road design.
Dan Alexander Project#: 18-024
June Invoice—Manley Road SID June 19,2018
If you have any questions regarding this invoice, please give me a call. Thank you.
Sincerely,
Allied Engineering Services, Inc.
S
Lee S. Evans, PE
Geotechnical Engineer
enc: Invoice No. 25825
P:\2018\18-024 Manley Road SID\Project Management\Invoking\Invoice 3-06 19.18\18.024 Alexanderinvoice3.06.19.18
Allied Engineering Services,Inc. Page 3
f^
ALLIED
ENOINEERINO
{NRMCf�,Ism
32 Discovery Drive
Bozeman,MT 59718
406.582-0221
Dan Alexander Invoice number 25825
PO Box 1201 Date 06/19/2018
Bozeman, MT 59771
Project 18-024 Manley Road SID
For professional services rendered through June 2,2018.
PROJECT MANAGEMENT
Billed
Date Hours Rate Amount
Lee S.Evans
Project Management
05/14/2018 2.00 125.00 250.00
05/18/2018 0.50 125.00 62.50
Correspondence
05/04/2018 1.50 125.00 187.50
Phase subtotal 500.00
TOPOGRAPHIC& BOUNDARY SURVEY
Billed
Date Hours Rate Amount
Kyle I. Thompson
Field
05/18/2018 3.50 100.00 350.00
Reimbursables
Billed
Amount
8.40
2003 Chevy Mileage 5118118 KIT
Phase subtotal 358.40
GEOTECHNICAL INVESTIGATION& REPORT
Billed
Date Hours Rate Amount
Erik G.Schnaderbeck
Travel
05/17/2018 0.25 85.00 21.25
Lee S. Evans
Field
05/09/2018 3.00 125.00 375.00
05/10/2018 6.00 125.00 750.00
Lab
05/16/2018 0.25 125.00 31.25
Dan Alexander Invoice number 25825 Invoice dale 06/19/2018
Page 1 of 3
Dan Alexander Invoice number 25825
pnojom 18-02 Manley Road mo Date 06x19o018
GE0TECHN|CAL|NVEST|GAT|ON &REPORT
Billed
Date Hours Rate Amount
LeeS. Evans
Document Preparation
0504/2018 200 12500 250,00
Correspondence
0502/2018 025 125�00 31.25
05/03/2018 0.50 12500 62.50
Data Management
05/102018 0.50 125�00 62.50
05/11/2018 0.50 125.00 62.50
Sumner A. LwVa||ey
Lab
05/21/2018 050 80.00 8000
05/22/2018 0.25 6000 15.00
Consultant
Billed
Amount
Townsend BookhoaServine Inc. 940�00
Townsend BaokhneService 05110118
Phase subtotal 2.631.25
FEASIBILITY&PRELIMINARY ROADWAY DESIGN
Billed
Date Hours Rate amnurd
Joshua 0. Smith
Meetings
05/23/2018 2.50 100,00 250.00
Correspondence
05/16/2010 0.50 100.00 50�00
Design
05/08/2018 8.25 100,00 625.00
05/14/2010 8.50 100.00 850�00
05/16/2010 2.75 100.00 275.00
05y17/2018 2.50 100D0 250.00
05/21/2018 8.75 100,00 875.00
05/24/2018 3.50 100,00 350.00
Site Visit
0502/2018 1.25 100.00 125.00
LemS. Evans
Office Meetings
05/23/2018 2.00 125.00 250.00
Review
05/23/2010 0,50 125.00 02.50
Correspondence
0504/2018 1.00 125�00 125D0
05/18/2018 0.50 125.00 0Z50
Site Visit
050212018 1.00 125.00 125�00
Phase subtotal 4.275.00
Dan Alexander Invoice number 25825 Invoice date 06/19/2018
Page zmo �
Dan Alexander Invoice number 25825
Project 18-02 Manley Road mo Date u000num
WATER, SEWER, &STORM DRAIN DESIGN
Billed
Date Hours Rate Amount
LeeS. Evans
Correspondence
05/04/2018 1,00 125.00 125.00
Phase subtotal 125.00
DRY UTILITY COORDINATION
Billed
Date Hnmo Rate Amount
Joshua D.Smith
Site Visit
0507/2018 135 100.00 175.00
Lee S. Evans
Site Visit
05/07/2818 1.00 125.00 125.00
Phase subtotal 300�00
Invoice total
Aging Summary
Invoice Number Invoice Date Outstanding Current Dwe/3O Over 00 Ovar8O Over12O
25825 08/19/2018 8.108.65 8.189,65
Total 8`109.85 8.189,65 0.00 0.00 000 0.00
Contact Person/Project Mgr:
Len8. Evans
TERMS:Net 30 Days, Finance Charges will be applied on default of payment outside of these terms.
Dan Alexander Invoice number osoms Invoice date uo/ymn/a
Page»^/»
Dan Alexander Invoice number 'Draft'
Project 18-024 Manley Road SID Date 06/119/2018
Erg:aiuiln ork he�
18-024 Manley Road SID
Project Management Phase Status:Active
WIE!-Bill As Time_&Expense Billing Cutoff:06/02/2018 To Bill
Billing Type:Time&Expense Date UnitsR�ate � Amount Units; Amount
Labo WIP Status:Billable
Project Manager
Lee S.Evans
Project Management 05/14/2018 2,00 125.00 2%00 2.00 250.00
Reviewed and processed Invoice 2. (2.0 hr)
Project Management 05/18/2018 0,50 125.00 62.50 0.50 62.50
Emailed Invoice 2 to DA and CS along with update (0.5 hr)
Correspondence 05/04/2018 1,50 125.00 187,50 1,50 187.50
Provided update to Dan and Clark. (1.5 hr)
Subtotal 4.00 500.00 4.00 50 0.00
Labor total WY 4,00 500.00 4.00 500.00
Phase Summary Reported%Complete Date Entered:
__�,o Bill
d"[ Remaining BI le A�
0nt T�R WIP ira
-.I,--------Jct Sperit
Labor 5,000.00 2,750.00 55 2,250,00 45 2,750.00 55 500.00 10 500,00
----------
Total 5,000m 2,750.00 55 2,2%00 45 2,750.00 55 500.00 10 500.00
Review of Ex. Project Information Phase Status:Active
Billing Cutoff:06/0212018 To Bill
Billing Type:Time&ExpenseDate Units Rate- mOunt [_Un Its Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Wiled] %I Remaininall L _ WIP To Bill
Contract] _ �SpJnt11 %__1__
Labor 2,500.00 1,256.25 50 1,256.25 50 1,243.75 50
Total 2,500.00 1,256.25 50 1,25&25 50 1,243.75 50
Topographic& Boundary Survey Phase Status:Active
)NIP-Bill As Time&Exoense Billing Cutoff:06/02/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount _ Units A mount
Labor WIP Status:Billable
Land Surveyor
Kyle 1.Thompson
Field 05/18/2018 3.50 100.00 350.00 3.50 350.00
locate power line heights
Subtotal 3.50 350.00 3.60 350.00
Labor total 3.50 360.00 3.60 350.00
Dan Alexander Invoice number'Draft Invoice date 06/19/2018
Page 4 of 10
Dan Alexander Invoice number Draft
Project 18-024 Manley Road SID Date 06/19/2018
Pre-Billina Work sheet
18-024 Manley Road SID
Topographic& Boundary Survey Phase Status:Active
.WJP--Bill As Time Billing Cutoff:06/02/2018 To Bill
Billing Type:Time&Expense Amount Units Amount JExpfflag WIP Status:Billable
In-house Expense
Truck-03 Chevy Mileage 05/26/2018 12.00 030 8.40 12.00 8.40
2003 Chevy Mileage 5/18/18 KIT
Subtotal 12.00 8.40 12.00 8.40
Expense total 12.00 8.40 12.00 8.40
Phase Summary Reported%Complete Date Entered:
- Contract Spent B-ille-d Remaining
F I To B II
Labor 7,500.00 6,686.25 89 5,836.25 78 1,663.75 22 350,00 5 3%00
Expense 39.90 31.50 -31.50 8.40 8.40
Total 7,500.00 6,726.15 90 5,867.75 78 1,632.25 22 358.40 5 358.40
Right of Way& Easements Phase Status:Active
Billing Cutoff:06/0212018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units
Amount
WIP Status:
Subtotal 0�00
------------
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spent] %I Billed[ _% Remaining[ WIP-1 -ToBill-
----
Labor 10,000.00 850,00 9 850,00 9 9,150.00 92
----------
Total 10,000.00 850.00 9 8%00 9 9,150.00 92
Geotechnical Investigation&Report Phase Status:Active
Billing Cutoff:06/02/2018 To Bill
Billing Type:Time&Expense bate Units Rat. t_Amount_.,,_I Units J Arrrourt -�
Labor WIP Status:Billable
Project Manager
Lee S. Evans
Field 05109/2018 3.00 125.00 375,00 3.00 375.00
Dug 4 test pits on south end of Manley Road wl Townsend Backhoe. (3.0 hr)
Field 05/10/2018 6,00 125.00 750.00 6.00 750.00
Dug 7 test pits in middle and northern sections of Manley Road wl Townsend Backhoe, (6.0 hr)
Lab 05/16/2018 0.25 125.00 31.25 0.25 31,25
Email to NG Wlab testing schedule for two composite samples X and Y for CEIRIproctor testing.
(0.25 hr)
Document Preparation 05/04/2018 2.00 125.00 250.00 2.00 250.00
Reviewed pavement section design for GL Sub. Prepared letter verifying the subgrade
conditions and pavement section design. (2.0 hr)
Dan Alexander Invoice number*Draft' Invoice date 06/19/2018
Page 5 of 10
Dan Alexander Invoice number *Draft'
Project 18-024 Manley Road SID Date 0611912018
Pre-Billing ear het
18-024 Manley Road SID
Geotechnical Investigation&Report Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:06t02/2018 To Bill
Date Rate
Billing Type:Time&Expense Units Amount
Labqr WIP Status:Billable
Project Manager
Lee S.Evans
Correspondence 05/02/2018 0.25 125.00 31,25 0.25 31.25
Call to TB to scheudule test pits. (0.25 hr)
Correspondence 05/03/2018 0.50 1125.00 62,50 0,50 62.50
Called in utility locate to refresh marks. (0.5 hr)
Data Management 05/10/2018 0,50 125.00 62.50 0,50 62.50
Filed and scanned field togs for TP-I through TP-I 1. (0.5 hr)
Data Management 05/11/2018 0,50 125.00 62,50 0.50 62.50
Filed and organized TP photos. (0.5 hr)
Subtotal 13.00 1,625.00 13.00 1,625.00
Engineer Intern
Erik G,Schnaderbeck
Travel 05/17/2018 0.25 85,00 21.25 0.25 21.25
Delivering CBR samples to Pioneer Technical.
Subtotal 0.25 21.25 0.25 21.25
Intern
Sumner A.LaValley
Lab 05/21/2018 0,50 60.00 30.00 0.50 30.00
Beginning moisture content
Lab 05/2212018 0.25 60.00 15,00 0.25 15.00
7:15-7:30 Finishing moisture content test and updating spreadsheet
Subtotal 0.75 45.00 0.75 45.00
Labor total 14.00 1,691.25 14.00 1,691.25
Cgnsultant WIP Status:Billable
Townsend Backhoe Service,Inc-
Subconsultant-Excavator 05/10/2018 940.00 940.00
Townsend Backhoe Service-05110118
Subtotal 940.00 0.00 940.00
Consultant total 940.00 0.00 940.00
Phase Summary Reported%Complete Date Entered:
__Sp.ntr 9/6 ContactF -/J. VVII P To Bill
Labor 10,000.00 2,9110,00 29 1125.00 1 9,875.00 99 1,691.25 17 1,691.25
Consultant 1,820,00 940.00 940.00
Total 10,000.00 4,730.00 47 125.00 1 9,875.00 99 2,631,25 26 2,63115
SID Development&Creation Phase Status:Active
Billing Cutoff:06/02/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount ]
WIP Status:
Dan Alexander Invoice number'Draft Invoice date 06/1912018
Page 6 of 10
Dan Alexander Invoice number °Draft
Project 18-024 Manley Road SID Date 06/19/2018
P'r - illirrc�Vy�rlc �t��t
18-024 Manley Road SID
SID Development&Creation Phase Status:Active
Billing Cutoff:06/02/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
WIP Status:
Subtotal-- - -----0.00 �_
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spen4 % Bllied °10 Remaining %
__.-- - __ _. _,� - __. -_WIP To Bill .,_...__ ...,_.�
Labor 15,000,00 3,731.25 25 2,025.00 14 12,975.00 87
Total 15,000.00 3,731,25 25 2,025,00 14 12,975.00 87
Feasibility&Preliminary Roadway Design Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:06/02/2018 To Bill
Billing Type:Time&Expense Date j it. Rate Amount Units Amount
Labg WIP Status:Billable
Project Manager
Lee S. Evans
Office Meetings 05/23/2018 2.00 125.00 250.00 2.00 250.00
Met w/Josh to go over preliminary design plans,x-sections,and other items. (2.0 hr)
Review 05/23/2018 0.50 125.00 62.50 0.50 62.50
Review of preliminary plans. (0.5 hr)
Correspondence 05/04/2018 1.00 125.00 125,00 1,00 125.00
Email correspondence w/Juliene and Patrick Kainz. (1.0 hr)
Correspondence 05/18/2018 0.50 125.00 62,50 0.50 62.50
Discussion w/JS about design status and RO about wetlands. (0.5 hr)
Site Visit 05/02/2018 1.00 125.00 125.00 1.00 125.00
Site visit w/Josh to review site conditions and preliminary design. (1.0 hr)
Subtotal 5.00 625.00 -� 5,00625.00
Design Engineer
Joshua D.Smith
Meetings 05/23/2018 2.50 100.00 250,00 2.50 250.00
Preparation of meeting with Lee(AESI)(0.5 his). Met with Lee to discuss preliminary horizontal
&vertical design,SID creation,constructability,design scheudies,deliverables,eta(2:30-4,30,
2 hrs).
Correspondence 05/16/2018 0,50 100.00 50.00 0.50 50.00
Correppondence with CoB regarding roadway design near Mergenthaler approach and
correspondence with Danielle(Sanderson Stewert)regarding proposed future NWE approach
road intersection with Manley Road.
Design 05/08/2018 6.25 100.00 625.00 6.25 625,00
Revised geoemtric layout of manley road improvements per finalized project R/W and plans
received from Sanderson Stewert regarding new NWE access road&Madison Engineering
regardnig Glen Lakes Subdivision improvements.
Design 05/14/2018 8.50 100.00 850.00 8.50 850.00
Revised horizontal layout of roadway components. Revised preliminary vertical design. Created
intersection/approaches and began to design tie-ins to existing approaches. Printed revised
P&P and cross-section sheets.
Design 05/16/2018 2.75 100.00 275.00 2.75 275.00
Dan Alexander Invoice number"Draft" Invoice dale 06/190018
Page 7 of 10
Dan Alexander Invoice number 'Draft'
Project 18-024 Manley Road SID Date 06119/2018
Pre-Billina Worksheet
18-024 Manley Road SID
Feasibility&Preliminary Roadway Design Phase Status:Active
WIP-Bill As Time&Exoense Billing Cutoff:06/0212018 To Bill
Billing Type:Time&Expense EDate Units Rate Amount Units Amount
Lgb-qr WIP Status:Billable
Design Engineer
Joshua D.Smith
Set-up intersection alignments&profiles as well as all intersection curb-return alignments&
profiles.
Design 05/1712018 2.50 100.00 2%00 2.50 250,00
Revised approachfintersection designs.
Design 05/2112018 815 100.00 875-00 8.75 875.00
Design of intersections and approaches with Manley Road,
Design 05/24/2018 3.50 100.00 350.00 3.50 350.00
Evaluated fuming movements of potential design vehicles from Mergenthater to Manley Road,
Developed intersectionlapproach design spreadsheet to evaluate potential changes to centerline
FG profile of Manley Road. Formatted CAD files and distributed to Juliano(Madison
Engineering)and Bob Marvin(Marvin&Associates),
Site Visit 0510212018 1.25 100.00 125.00 1.25 125.00
Site walk to review existing unities,potential conflicts,and project constraints.
Subtotal 36.50 3,650.00 36.50 3,650.00
Labor total 41.50 4,275.00 41.50 4,275.00
Phase Summary Reported%Complete Date Entered:
Contract Spentl % Billed %!! Remaining %I WIP To Bill
Labor 25,000,00 17,897.50 72 9,96615 40 15,033,75 60 4,275.00 17 4,275.00
Total 25,000.00 17,897.50 72 9,966.25 40 15,033.75 60 4,275.00 17 4,275.00
Final Roadway Design Phase Status:Active
Billing Cutoff:0 610 2/201 8 To Bill
Billing Type:Time&Expense Date Units Rate Amount Umts Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
..........
To Bill
Contracti Spent—_ %I Billedj %I Remainingi
Labor 25,000.00 25,000,00 100
Total 25,000,00 25,000.00 100
Dan Alexander Invoice number'Draft' Invoice date 0611912018
Page 8 of 10
Dan Alexander Invoice number 'Draft'
Project 18-024 Manley Road SID Date 06/19/2018
Pre-Billina Worksheet
18-024 Manley Road SID
Water,Sewer,&Storm Drain resign Phase Status:Active
WIP Bill As Time Expense Billing Cutoff:06/0212018 To Bill
__..._
Billing Type:Time Expense bate Units Rate Amount ( Units Amount
LabQ
WIP Status:Billable
Project Manager
Lee S.Evans
Correspondence 05/04/2018 1.00 125.00 125.00 1.00 125.00
Spoke w/Doug about storm drain design and pond locations. (1.0 hr)
Subtotal 1.00 125.00 -- 1.00 126.00
Labor total� 1.00 ---��- --� 125.00 1.00 P 125.00
Phase Summary Reported%Complete Date Entered:
Contract Spent % Billed °f° Remaining % WIP To Bill
Labor 20,000,00 1,005,00 5 880.00 4 19,120.00 96 125.00 1 125.00
Expense 9,10 9.10 -9.10
Total 20,000.00 1,014.10 5 889.10 4 19.110.90 96 125.00 1 125,00
Dry Utility Coordination Phase Status:Active
WE-Bill Al Time A Expense Billing Cutoff:06/02/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount (( Units Amount
Labo
WIP Status:Billable
Project Manager
Lee S. Evans
Site Visit 05/07/2018 1.00 125.00 125.00 1.00 125.00
Site visit to meet w/Juliene(ME)and Cammy Dooley wf NWE. (1.0 br)
Subtotal 1.00 125.00 - 1.00 125.00
Design Engineer
Joshua D.Smith
Site Visit 05/07/2018 1.75 100.00 175.00 1.75 175.00
Prepared exhibits in anticipation of on-site meeting with Cammy(Northwestern Energy)and
Juliene(Madison Engineering)(1.15- 1:30, 0.25 hrs). Site walk through(1:30-100, 1.5 hrs)
Subtotal 1.75 175.00 1.75 175.00
Labor total 2.75 300.00 2.75 300.00
Phase Summary Reported%Complete Date Entered:
p WIP To Bill
_ Contract Sent % __ Bailed
Labor 5,000.00 300.00 6 5,000,00 100 300.00 6 300.00
Total 5,000.00 300.00 6 5,000.00 100 300.00 6 300,00
Street Lighting Design Phase Status:Active
Billing Cutoff:06/0212018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
WIP Status:
Subtotal 0.00
Dan Alexander Invoice number°Draft Invoice date 06/1912018
Page 9 of 10
Dan Alexander Invoice number 'Draft'
Project 18-024 Manley Road Sip Date 06/1912018
Pre-Billing Worksheet
18-024 Manley Road SID
Street Lighting Design Phase Status:Active
Billing Cutoff:06/02/2018 To Bill
Billing Type:Time&Expense Date Units Rate! Amount I Units Amount
total 0.00
Phase Summary Reported%Complete Date Entered:
Contractr Sp, %I Billedl %I Remaining WIP To Bill
Labor 10,000.'00 10,000.aa 100
Total i0,000.00 10,000.00 100
Wetland Delineation and Permitting Phase Status:Active
Billing Cutoff:06/0212018 To Bill
� --- Units t:Krn.un
Billing Type:Time&Expense Date Units Rate [:::A o:un
L
WIP Status:
Subtotal 0.00
-----------
total 0.00
Phase Summary Reported%Complete Date Entered: WI
P Contract Spent %I Billed Remaining % ---To Bill___-
Labor 7,500,00----- 7,500.00 100
Total 7,500,00 7,500.00 100
Invoice Summary
% Billed �/�eminin Contract Spent(
� _-To BIII
Labor 142,500.00 37,386.25 26 23,188.75 16 119,311.25 84 7,241.25 7,241.25
Expense 49,00 40.60 -40.60 8.40 8.40
Consultant 1,820.00 940.00 940.00
Total 142,500.00 39,255.25 28 23,229,35 16 119,270.65 84 8,189.65 8,189.65
Dan Alexander Invoice number'Draft Invoice date 0611912018
Page 10 of 10
Civil Engineering • Land Surveying ' Geotechnical Engineering • Construction Services
t Corporate Office North Dakota Office
ALLIED 32 Discovery Drive 299 Prairie Drive
ENGINEERING Bozeman,Montana 59718 P.O.Box 1251
SERVICES.INC. Ph: (406)582-0221 Stanley,North Dakota58784
a Fax: (406)582-5770 Ph: (701)628.0221
Diverse Pr 1e
July 5, 2018
Dan Alexander
PO Box 1201
Bozeman, MT 59771
Re: July Invoice (Invoice 4)
Manley Road SID — Bozeman, MT
Dear Mr. Alexander:
Please find enclosed our July invoice (Invoice 4) in the amount of $13,894.90 for tirne and expenses
incurred between June 3 and June 30 on the above-referenced project. A table of the incurred costs
based on phase is provided below.
Note 1: Attached to the invoice is our pre-billing worksheet, which contains our timesheet notes. This
will give you a good idea of the work we did on the project during this billing cycle. Right now I have our
design fees estimated at $125,000. These will likely change in one direction or the other based on the
final construction cost estimate for the project and project complexities.
Note 2: The purpose of the phases is to try and group time for specific key project tasks. These are not
perfect and some of our time entries could have been billed to more than one phase.
Phase Costs Costs
(This Invoice) (Total To Date)
Project Management: $250.00 $3,000.00
Review of Ex. Project Information: $0.00 $1,256.25
Topographic and Boundary Survey: $500.00 $6,726.15
Right of Way and Easements: $0.00 $8S0.00
Geotechnical Investigation and Report: $1,973.75 $4,730.00
SID Development and Creation: $5,208.65 $7,233.65
Feasibility and Preliminary Roadway Design: $3,656.25 $17,897.50
Final Roadway Design: $0.00 $0.00
Water,Sewer,and Storm Drain Design: $25.00 $1,039.10
Dry Utility Coordination: $0.00 $300.00
Street Lighting Design: $2,281.25 $2,281.25
TOTAL: $13,894.90 $45,313.90
www.alliedengineering.com
Dan Alexander pmjectx: /ooz
July Invoice Manley Road SID July 5,2018
Billing History
• March Z8' 2018: Invoice l (#256U1) $10,650l0 Paid iofull 18)
• May l4, Z018: Invoice Z (#25749) $12'579.39 Paid infull (U5/23/18)
• June 19' JO18: Invoice 3 (#2583S) $8'18965 Paid infull (06/25/18)
= July 3. 2O18: Invoice 4 (#Z5883) Current
TOTAL INVOICED AMOUNT T0DATE: $45'313.90
Provided bn|ovv is a simplified summary of the work items on this invoice according to phase. For more
detail, please see the attached pre-billing wo/ksheeL
Project Management :
w Review and processing ofAE8 Invoice 3.
Topographic and Boundary Survey :
0 Scanned utility pole wire heights and post-processed field data. Needed for street light design.
• Completed TP location field map.
m Reviewed and processed Townsend Backhoe invoice for test pit work.
w Reviewed CBR and proctor lab results from Pioneer Technical Services for 2 soil samples.
• Calls(o suppliers for fabric and geoO/idcosts,
° Call toTD+Hre: 2O0O Manley Road design and installed pavement section thickness.
* Worked on pavernent section design for mainline road and asphalt peclestrian/bike path.
* Ran analyses using high strength fabric&geogrid tu develop alternative/thinner pvmL sections.
° Sub-contractor expense (Pioneer Technical Services for[8R and proctor lab testing).
= Worked on Resolution of Intention toCreate.
• Worked on Exhibit A— District Boundary Map.
• Worked on Exhibit B—Legal Description o[Properties.
° Worked un Exhibit[—Engineer's Cost Estimate.
m Worked on Exhibit D—Assessment Spreadsheet.
• Preliminary horizontal and vertical design.
• Corridor modeling o[pavement section and earthwork quantities.
m Intersection and approach grading and design.
• Site visit to N. Rouse Ave. to measure example approach grades along new MDT project.
• Quantity takeoffs and cost estimating.
Allied Engineering Services,Inc. Page
Dan Alexander Project It: 18-024
July Invoice—Manley Road SID July 5,2018
Water, Sewer, and Storm Drain Design ($25.00):
0 Cost estimating for preliminary storm drain design.
Street Lighting Design ($2,281.25):
• Review of Marvin & Associates Invoice 1.
• Sub-contractor expense (Marvin &Associates for prelim. street light design and cost estimate).
If you have any questions regarding this invoice, please give me a call. Thank you.
Sincerely,
Allied Engineering Services, Inc.
Lee S. Evans, PE
Geotechnical Engineer
enc: Invoice No. 25883
P\2018\18-024 1-1,,Road SID\G rojt ct^7 agemertt\I vicing\I...ice 4 07.05.18\18 024 AI. :de W-,re4.07.05.1R
Allied Engineering Services,Inc. Page 3
ALLIED
0W INEERM
rr�vren.�Nt.
32 Discovery Drive
Bozeman, MT 59718
406-582-0221
Dan Alexander Invoice number 25883
PO Box 1201 Date 07/05/2018
Bozeman, MT 59771
Project 18-024 Manley Road SID
For professional services rendered through June 30,2018.
PROJECT MANAGEMENT
Billed
Date Hours Rate Amount
Lee S. Evans
Project Management
06/19/2018 2.00 125.00 250.00
Phase subtotal 250.00
TOPOGRAPHIC & BOUNDARY SURVEY
Billed
Date Hours Rate Amount
Kyle I.Thompson
Field
06/05/2018 5.00 100.00 500.00
Phase subtotal 500.00
GEOTECHNICAL INVESTIGATION&REPORT
Billed
Date Hours Rate Amount
Lee S. Evans
Project Management
06/04/2018 0.25 125.00 31.25
Lab
06/04/2018 0.50 125.00 62.50
Analysis/Modeling
06/11/2018 4.00 125.00 500.00
Correspondence
06/11/2018 0.50 125.00 62.50
Design
06/08/2018 3.00 125.00 375.00
Data Management
06/04/2018 0.50 125.00 62.50
Consultant
Billed
Amount
Pioneer Technical Services, Inc. 880.00
Dan Alexander Invoice number 25883 Invoice date 07/05/2018
Page 1 of 4
Dan Alexander Invoice number 25883
Project 18-02 Manley Road Sit) Date mmsnn/o
GEOTECHN(CAL INVESTIGATION&REPORT
Consultant
8i|hW
Amount
Pioneer Technical Services 6rv#0g077. 6111//0
Phase subtotal 1.97375
S|D DEvELOPKNEWT&CREATION
Billed
Date Hours Rmho Amount
A||uK8. Peterson
Research
08/29/2018 225 80,00 135.00
Joshua D.Smith
Review
00/27/2018 2.00 100.00 200�00
Document Preparation
06/14Q018 250 100.00 250,00
06/15/2010 5.50 100.00 550.00
00/18Q018 875 100.00 075,00
06/19/2010 9.25 100,00 925.00
06/25/2018 4,75 100.00 475�00
00/28/2018 4.50 100.00 450D0
06/29/2018 3.75 100.00 375.00
Lee S. Evans
Office Meetings
06/25/2018 1,00 125.00 125.00
Review
06/22/2018 050 125.00 62.50
Document Preparation
06/28/2018 0.00 125.00 750.00
Correspondence
06/13/2018 025 125�00 31.25
Ro|mbumableo
Billed
Amount
4.90
2012 Tundra Mileage 6129118AMP
Phase subtotal 5.208.65
FEASIBILITY& PRELIMINARY ROADWAY DESIGN
Billed
Date Hours Rate Amount
Joshua D. Smith
Design
00N4/2018 5D0 100.00 500�00
0006/2018 4�00 100.00 400,00
05/07/2018 235 100.00 275.00
08/11/2018 8.08 100,00 800.00
00/12/2018 5.50 100.00 550.00
08/13/2010 8.75 100.00 875D0
Site Visit
Dan Alexander Invoice number uauux Invoice date unnsmu1u
Page 2o/4
Dan Alexander Invoice number 25883
pp*om /8-024 Manley Road mo Date 07m5/2018
FEASIBILITY&PRELIMINARY ROADWAY DESIGN
Billed
Date Hours Rate Amount
JoshuwD.Smith
Site Visit
00/ 1/2018 1.00 100.00 100.00
Lee S. Evan
Correspondence
06/13/2018 0.25 125.00 3125
Site Visit
00/11/2018 1.00 125.00 125,00
Phase subtotal 3^856.25
WATER, SEWER, 8 STORM DRAIN DESIGN
Billed
Date Hours Rate Amount
Rory S. nnmmy
General
06/28Q018 0.25 100.00 25.00
Phase subtotal 25.00
STREET LIGHTING DESIGN
Billed
Date Hours Rate Amount
LeeS. Evans
Project Management
00/ 02O18 025 125.00 31.25
Consultant
Billed
Amount
Marvin&Associates -------
2.25O,VO
Marvin&Associates, /8-024 Man/ey Road Lighting Design
Phase subtotal 2.28125
Invoice total 13,894,
Aging Summary
Invoice Number Invoice Date Outstanding Current Over 30 Over 00 Over gO Over 120
Total 13.894.90 13.894.90 OOU 0.00 0,00 0,00
Contao(Pemon0'mjmct Mgr:
Lee S. Evans
Dan Alexander Invoice number 25883 Invoice date 07/05/2018
Page om*
Dan Alexander Invoice number 25883
Project 18-024 Manley Road SID Date 07/06/2018
TERMS:Net 30 Days, Finance Charges will be applied on default of payment outside of these leans,
Dan Alexander Invoice number 25883 Invoice date 07/05/2018
Page 4 of 4
Dan Alexander Invoice number Draft`
Project 18-024 Manley Road SID Date 07/05/2018
Pr - iliin or et
10-024 Manley Road SID
Project Management Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:06130/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount ( Units Amount
Labo WIP Status:Billable
Project Manager
Lee S.Evans
Project Management 06/19/2018 2.00 125.00 250.00 2.00 250.00
Review and processed Invoice 3.Emailed to DA and CS. (2.0 hr)
Subtotal 2.00 250.00 2.00 260.00
Labor total 2.00 250.00 �- � 2.00 � 250.00
Phase Summary Reported%Complete Date Entered:
p Billed / _ WIP To
Contract °° R emainin %I Bill
Sent{ p!°1
Labor 5,000.00 3,000,00 60 2,750.00 55 2,250.00 45 250.00 5 250.00
Total 5,000.00 3,000.00 60 2,750,00 55 2,250.00 45 250.00 5 250.00
Review of Ex. Project Information Phase Status:Active
Billing Cutoff:0 6/3 012 0 1 8 _ To Bill
Billing Type:Time&Expense Date Units Rate ( Amount Units Amount
WIP Status:
Subtotal 0.00
total 0.00 ..--
Phase Summary Reported%Complete Date Entered:
Contract Spenti %i Billed % Remainingl %aI WIP To Bill
_ _. — —a ---- —._ — --— — - — —�
Labor 2,500.00 1,256.25 50 1,256.25 50 1,243.75 50
Total 2,500.00 1,256.25 50 1,256.25 50 1,243.75 50
Topographic&Boundary Survey Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:06/30/2018 To Bill
ntts Amount
Billing Type:Time&Expense Date _ Units Rate Amount V U j
Lab- r WIP Status:Billable
Land Surveyor
Kyle I.Thompson
Field 06/0512018 5.00 100.00 500,00 5,00 500.00
scan for utility pole bvire heights.process scan data.
Subtotal 5.00 mm 600.00 _ 5.00 500.00
Labor total — 5.00 --- --- 500.00 �u 5.00 _ ��600.00
Dan Alexander Invoice number"Draft" Invoice date 07/05/2018
Page 4 of 10
Dan Alexander Invoice number Draft
Project 18-024 Manley Road SID Date 07/05/2018
Pre-Billina Worksheet
18-024 Manley Road SID
Phase Summary Reported%Complete Date Entered:
:7ContractL �SpentE % Billed Re rrlaining % WlPL To Bill
Labor 7,500.00 6,686.25 89 6.186.25 82 1,313.75 18 500.00 7 500.00
Expense 39,90 39.90 -39.90
Total 7,500,00 6,726,15 90 6,226.15 83 1,27185 17 500.00 7 500.00
Right of Way&Easements Phase Status:Active
Billing Cutoff:06/30/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units :Amount: ]
WIP Status:
Subtotal 0,00
-----------------------
total 0.00
Phase Summary Reported%Complete Date Entered:
FBilledl % Remaining J_ WIP[ To Bill-- --I I-------- __Q
Labor 10,000.00 850.00 9 850.00 9 9,150.00 92
-------------
Total 10,000.00 850.00 --_9 850.00 9 9,150,00 92
Geotechnical Investigation&Report Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:06/30/2018 To Bill
Billing Type:Time&Expense Date Units Rate Units I Amount
Labor WIP Status:Billable
Project Manager
Lee S. Evans
Project Management 06104/2018 0.25 125.00 31.25 0.25 31.25
Reviewed and processed Townsend invoice. (0.25 hr)
Lab 06/04/2018 0.50 125,00 62.50 0.50 62.50
Review and filing of CBR and proctor results for Samples X&Y. (0,5 hr)
Analysis/Modeling 06/11/2018 4.00 125.00 500,00 4.00 500.00
Worked on pavement section design for road and shared use path. (4.0 hr)
Correspondence 06/11/2018 0.50 125.00 62.50 0.50 62.50
Call to Kyle Scarr @ TD&H about 2000 Manley Road design and installed pavement section
thickness.(0.5 hr)
Design 06/08/2018 3.00 125.00 375,00 3.00 375.00
Calls to suppliers about fabric and geogrid costs. Calls to Tencate rep. Worked on pavement
section design.(3.0 hr)
Data Management 06/04/2018 0,50 125.00 62.50 0.50 62.50
Completed and filed TP location field map. (0,5 hr)
Subtotal 8.75 1,093.75 8.75 1,093.75
Labor total 8.75 1,093.75 8.75 1,093.75
Consultant WIP Status:Billable
Pioneer Technical Services,Inc.
Subconsultant-Other 06/11/2018 880.00 880.00
Dan Alexander Invoice number*Draft Invoice date 07/05/2018
Page 5 of 10
Dan Alexander Invoice number Draft
Project 18-024 Manley Road SID Date 07/05/2018
Pre-Billina Work sheet
18-024 Manley Road SID
Geotechnical Investigation&Report Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:06130/2018 To Bill
T
Billing Type:Time&Expense Date Units Rate Amount Units EKm m O:U� _
Consultant WIP Status:Billable
Pioneer Technical Services,Inc.
Pioneer Technical Services-lnv#09877, 6/11/18
Subtotal 880.00 0.00 880.00
Consultant total 880.00 0.00 880.00
Phase Summary Reported%Complete Date Entered:
_-Contract -------:Spent X Billed f _ j_ nainIng[ XL WIP Labor 10'000.00 2,910.00 29 1,816.25 18 8,183.75 82 1,093.75 11 1,093.75
Consultant 1,820.00 940.00 -940.00 880.00 880.00
Total 10,000.00 4,730.00 47 2,756.25 28 7,243.75 72 1,973.75 20 1,973.75
SID Development&Creation Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:06/30/2018 To Bill
Billing Type:Time&Expense Rate�-t Units!I��te Amount -1
Ut!JQ1 WIP Status:Billable
Project Manager
Lee S.Evans
Office Meetings 06/25/2018 1.00 125.00 125.00 1.00 125.00
Meeting wl Josh about SID documents, (1,0 hr)
Review 06122/2018 0.50 125.00 62.50 0.50 62.50
Initial review of SID documents, (0.5 hr)
Document Preparation G6/28/2018 6.00 125.00 750,00 6.00 750.00
Worked on Exhibit A, B,and C. (6.0 hr)
Correspondence 06/13/2018 0.25 125.00 31,25 0.25 31.25
Discussion wl JS about final push on SID documents. (0.25 hr)
Subtotal 7.76 968.76 7.76 968.75
Design Engineer
Joshua D.Smith
Review 06/27/2018 2.00 100.00 200.00 2.00 200.00
Compiled recent civil bids and compared for cost estimation of Manley Road improvements.
Evaluated&revised Manley road unit costs
Document Preparation 06/14/2018 2,50 100.00 250.00 2.50 250.00
Differential surface creation
Document Preparation 06/1512018 5.50 100,00 550.00 5.50 550.00
Quantity takeoff&construction cost estimate revisions.
Document Preparation 06/18/2018 8.75 100-00 875.00 8,75 875.00
SID document preparation
Document Preparation 06/19/2018 9.25 100.00 925.00 9.25 925.00
Updated draft SID documents,preliminary plan sheets(P&P,x-sec,typical road sections,etc.),
and prepared exhibit showing potential available existing sub-base pit run.
Document Preparation 06/25/2018 4,75 100,00 475.00 4.75 475.00
Meeting with Lee to discuss revisions to SID package. Revised SID exhibits.Reviewed recently
completed project bid tabs for Graf street and I Ith St
Dan Alexander Invoice number'Draft Invoice date 07/05/2018
Page 6 of 10
Dan Alexander Invoice number ,Draft*
Project 18-024 Manley Road SID Date 07/0512018
Pre-Billinq Worksheet
18-024 Manley Road SID
SID Development&Creation Phase Status Active
WIP-Bill As Time&Expense Billing Cutoff:06/30/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
Labo WIP Status:Billable
Design Engineer
Joshua D.Smith
Document Preparation 06128/2018 4.50 100.00 450.00 4,50 450.00
Prepared does&exhibits in anticipation of internal meeting. Meeting with Lee to discuss SID
creation flocs&exhibits. Revised SID documents per Lee's redlines.
Document Preparation 06/29/2018 3.75 100.00 375.00 3,75 375,00
Revised SID exhibits and cost estimate
Subtotal 41.00 4,100.00 41.00 4,100.00
Intern
Alia M. Peterson
Research 06/29/2018 2.25 60.00 135.00 2.25 135.00
Research at Clerk and Recorders
Subtotal 2.25 135.00 2.25 135.00
Labor total 51.00 5,203.75 511.00 5,203.75
Expense WIP Status:Billable
In-house Expense
Truck- 12 Tundra Mileage 06130/2018 7.00 0.70 4.90 7.00 4.90
2012 Tundra Mileage 6129118 AMP
Subtotal 7.00 4.90 7.00 4.90
Expense total 7.00 4.90 7.00 4.90
Phase Summary Reported%Complete Date Entered:
F
IF Contract J_ R d Remaining % WIP To BillI---
Labor 16,000.00 8,597.50 57 2,025.00 14 12,975.00 87 5,20175 35 5,203.75
Expense 4,90 4.90 4.90
Total 15,000.00 8,602.40 57 2,025.00 14 12,975.00 87 5,208.65 35 5,208,65
Feasibility& Preliminary Roadway Design Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:06/30/2018 To Bill
Billing Type:Time&Expense Date Units Rate __Amount Units Amount
Labor WIP Status:Billable
Project Manager
Lee S.Evans
Correspondence 06/13/2018 0.25 125.00 31.25 0.25 31.25
Discussion WJS about final push on design and cost estimate. (0.25 hr)
Site Visit 06/11/2018 1.00 125.00 125.00 1.00 125,00
Site visit to N.Rouse Ave. to measure ex,approach grades and take pictures. (1.0 hr).
Subtotal 1.25 156.25 1.25 156.25
Design Engineer
Joshua D.Smith
Design 06/04/2018 5.00 100.00 500.00 5,00 500.00
Dan Alexander Invoice number*Draft Invoice date 07/05/2018
Page 7 of 10
Dan Alexander Invoice number "Draft'
Project 18-024 Manley Road SID Date 07/05/2018
18-024 Manley Road SID
Feasibility&Preliminary Roadway Design Phase Status:Active
WIP-Bill As 1[rng_4 Expense Billing Cutoff:06/30/2018 To Bill
Date Amount Billing Type:Time&Expense nits
F-
Labo WIP Status:Billable
Design Engineer
Joshua D.Smith
Developed 3D models of existing infrastructure to be included in profiles,sections,etc. to
evaluate proposed road corridor.
Design 06/06/2018 4.00 100,00 400.00 4.00 400,00
Revised centerline finished grade profile of proposed manley road and associated
approaches/intersections per discussions with Lee(AESI).
Design 06/0712018 2.75 100.00 275.00 275 275.00
Revised proposed manley road design.
Design 06/11/2018 8.00 100.00 800.00 8.00 800.00
Revised Manley Road design and associated intersections/approaches.
Design 06/12/2018 5.50 100.00 5%00 5.50 5%00
Revised Manley Road design and associated intersections/approaches. Worked towards
developing dynamic differential TIN surface for quantity takeoff.
Design 06/13/2018 8.75 100.00 875.00 8.75 875,00
Revised Manley Road design and associated intersections/approaches. Worked towards
developing dynamic differential TIN surface for quantity takeoff.
Site Visit 06111/2018 1,00 100.00 100.00 1,00 100,00
Fieldwork with Lee to evaluate revised approach grades.
Subtotal 36.00 3,500.00 n 35.00 3,500.00
Labor total 36.25 3,656,25 36.25 3,656.25
Phase Summary Reported%Complete Date Entered:
I
Contractl Spentl %I Billed %I Remaining % I To Bill
i----"-" -'-------------1----1- 1 --- ------
Labor 25,000.00 17,897,50 72 14,241.25 57 10,758.75 43 3,6%25 15 3,656.25
Total 25,000.00 17,897.50 72 14,241.25 57 10,758.75 43 3,656.25 15 3,65615
Final Roadway Design Phase Status:Active
Billing Cutoff:06/30/2018 To Bill
Billing Type:Time&Expense Date Umts Rate Amount Units I Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
(Contract
on ract Billed Y. Remaining -;.I WIP To Bill
Labor 25,000,00 25,000.00 100
Total 25,000.00 25,000.00 100
Dan Alexander Invoice number'Draft Invoice date 07/05/2018
Page 8 of 10
Dan Alexander Invoice number 'Draft*
Project 18-024 Manley Road SID Date 07/05/2018
Pre-Billina Worksheet
18-024 Manley Road SID
Water,Sewer,&Storm Drain Design Phase Status-,Active
WIP-Bill As Time&Expense Billing Cutoff:06/30/2018 To Bill
F
Billing Type:Time&Expense Date Units Rate mount J Units I Amount
Labo WIP Status:Billable
Design Engineer
Rory S.Romey
General 06/28/2018 015 100.00 25.00 0.25 25.00
storm drain discussion/costing
Subtotal 0.25 25.00 0.25 25.00
Labor total 0.25 25.00 0.25 25.00
Phase Summary Reported%Complete Date Entered:
Contract pent -/.1 1/6WIP1 To Bill
Labor 20,000.00 1,030.00 5 1.005.00 5 18,995.00 95 25.00 0 25.00
Expense 9.10 9.10 -9,10
Total 20,000.00 1'039A0 5 1 tO14.10 5 18,985,90 95 25.00 0 25.00
Dry Utility Coordination Phase Status:Active
Billing Cutoff:06/30/2018 To Bill
Billing Type:Time&Expense Dater Unit, Rat, Amount Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spent L %L Billed %I Rem,ini,g WIP 1 To Bill
Labor 5,000,00 300.00 6 300,00 6 4,700.00 94
Total 5,000.00 300.00 6 300,00 6 4,700.00 94
Street Lighting Design Phase Status:Active
VV Billing Cutoff:06/30/2018 To Bill
Date Units _]_Amount Units I Amount
Billing Type:Time&Expense L
La or WIP Status:Billable
Project Manager
Lee S.Evans
Project Management 06/20/2018 0.25 125.00 31.25 025 31.25
Review of Marvin&Associates Invoice 1. (0.25 hr)
Subtotal 0.25 311.25 0.25 31.25
--------------
Labor total 0.25 31.25 0.25 31.25
9.QOkU1AflD1 WIP Status:Billable
Marvin&Associates
SubconSUltant-Traffic 06/11/2018 2,250.00 2.250.00
Dan Alexander Invoice number Draft Invoice date 07/05/2018
Page 9 of 10
Dan Alexander Invoice number *Draft'
Project 18-024 Manley Road SID Date 07/05/2018
Pre-Billina Worksheet
18-024 Manley Road SID
Street Lighting Design Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:06/30/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount jUnits Amount
Consultank WIP Status:Billable
Marvin&Associates
Marvin&Associates, 18-024 Manley Road Lighting Design
Subtotal 2,250.00 0.00 2,250.00
Consultant total 2,250.00 0.00 2,250.00
Phase Summary Reported%Complete Date Entered:
Billed Remaining %iJ WIP To Bill
Labor 10,000,00 31.25 0 10,000m 100 31.25 0 31.25
Consultant 2,250,00 2,250.00 2,250-00
Total 10,000m 2,281.25 23 10,000.00 100 2,281.25 23 2,281.25
Wetland Delineation and Permitting Phase Status:Active
Billing Cutoff:06/3012018 To Bill
Billing Type:Time&Expense Coun ni s Am.u.
Date its Rat! t
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spent Y], Billed[ %]7 P To Bill
Labor 7,500.00 7,600.00 100
Total 7,500.00 7,500,00 100
Invoice Summary
Contractl Bill Remaining) %I WIP T,Bill
Labor 142,500.00 42,558,75 30 30,430-00 21 112,070.00 79 10,760,00 10,7%00
Expense 53.90 49.00 -49.00 4.90 4.90
Consultant 4,070.00 940.00 -940.00 3,130.00 3,130.00
Total 142,500.00 46,682.65 33 31,419.00 22 111,081.00 78 13,894,90 13,894.90
Dan Alexander Invoice number'Draft Invoice date 07/0512018
Page 10 of 10
Civil Engineering . Geotechnical Engineering . Land Surveying
C�A D L 32 Discovery Drive
ENGINEERING ' Bozeman.Montana 59718
SERVICES,INC. ��� Ph: (406) 582.0221
Fax: (406) 582.5770
o'Verse Prole
October 10, 2018
Dan Alexander
PO Box 1201
Bozeman, MT 59771
Re: October Invoice (Invoice 5)
Manley Road SID — Bozeman,MT
Dear Mr.Alexander:
Please find enclosed our October invoice (Invoice 5) in the amount of$5,993.75 for time and expenses
incurred between July 1 and October 10 on the above-referenced project. A table of the incurred costs
based on phase is provided below.
Note 1: Attached to the invoice is our pre-billing worksheet, which contains our timesheet notes. This
will give you a good idea of the work we did on the project during this billing cycle.
Note 2: The purpose of the phases is to try and group time for specific key project tasks. These are not
perfect and some of our time entries could have been billed to more than one phase.
Phase Costs Costs
(This Invoice) (Total To Date)
Project Management: $500.00 $3,500.00
Review of Ex.Project Information: $0.00 $1,256.25
Topographic and Boundary Survey: $0.00 $6,726.15
Right of Way and Easements: $0.00 $850.00
Geotechnical Investigation and Report: $0.00 $4,730.00
SID Development and Creation: $5,343.75 $12,577.40
Feasibility and Preliminary Roadway Design: $150.00 $18,047.50
Final Roadway Design: $0.00 $0.00
Water,Sewer,and Storm Drain Design: $0.00 $1,039.10
Dry Utility Coordination: $0.00 $300.00
Street Lighting Design: $0.00 $2,281.25
TOTAL: $5,993.75 $51,307.65
www.alliedengineering.com
Dan Alexander Project It: 18-024
October Invoice-Manley Road SID October 10,2018
Billing History
■ March 28, 2018: Invoice 1 (#25601) $10,650.00 Paid in full (05/03/18)
■ May 14, 2018: Invoice 2 (#25749) $12,579.35 Paid in full (05/23/18)
■ June 19,2018: Invoice 3 (#25825) $8,189.65 Paid in full (06/25/18)
■ July 3, 2018: Invoice 4(#25883) $13,894.90 Paid in full (07/09/18)
• October 10, 2018: Invoice 5(#26207) $5,993.75 Current
TOTAL INVOICED AMOUNT TO DATE: $51,307.65
Provided below is a simplified summary of the work items on this invoice according to phase. For more
detail, please see the attached pre-billing worksheet.
Project Management ($500.00):
• Review and processing of AESI Invoice 4 and 5.
SID Development&Creation ($5,343.75):
• COB meeting on 7/2. Made initial SID submittal.
• Additional research of Waivers of Right to Protest. Provided info to COB.
• Continuing to work on SID documents(Exhibits A—D).
• Correspondence with you regarding status.
• Added costs for fiber optics conduit and hydroseeding into cost estimate.
• COB meeting on 8/2. Discussed SID timing with COB,you,and CS.
• Received feedback from COB on assessment methodology.
• Changed assessment method to two-step method (front lineal footage followed by area).
• COB meeting on 9/13. Re-submitted SID documents after addressing COB comments.
• Researched railroad right-of-way ownership.
• Per COB, amended SID boundary to include two railroad parcels.
• Edits and final review of Exhibits A—D. Submitted final SID documents on 10/9 to COB.
Feasibility and Preliminary Roadway Design ($150.00):
• Prepared/formatted CAD files of preliminary roadway design. Emailed to Madison Engineering.
if you have any questions regarding this invoice, please give me a call. Thank you.
Sincerely,
Allied Engineering Services, Inc.
Lee S. Evans, PE
Geotechnical Engineer
enc: Invoice No. 26207
Allied Engineering Services,Inc. Page 2
C
IED
ENGINEERING
Sgnmrs,MC.
32 Discovery Drive
Bozeman,MT 59718
406-582-0221
Dan Alexander Invoice number 26207
PO Box 1201 Date 10/10/2018
Bozeman, MT 59771
Project 18-024 Manley Road SID
For professional services rendered through October 10,2018.
PROJECT MANAGEMENT
Billed
Date Hours Rate Amount
Lee S. Evans
Project Management
07/05/2018 2.00 125.00 250.00
10/10/2018 2.00 125.00 250.00
Phase subtotal 500.00
SID DEVELOPMENT&CREATION
Billed
Date Hours Rate Amount
Joshua D.Smith
Meetings
07/02/2018 2.00 100.00 200.00
08/02/2018 1.25 100.00 125.00
09/13/2018 1.25 100.00 125.00
Research
07/12/2018 0.50 100.00 50.00
07/16/2018 0.50 100.00 50.00
09/14/2018 0.25 100.00 25.00
09/17/2018 0.50 100.00 50.00
Document Preparation
07/02/2018 3.75 100.00 375.00
07/03/2018 1.75 100.00 175.00
07/04/2018 1.50 100.00 150.00
07/30/2018 0.25 100.00 25.00
09/04/2018 1.50 100.00 150.00
09/05/2018 1.00 100.00 100.00
09/10/2018 0.75 100.00 75.00
09/12/2018 0.50 100.00 50.00
09/13/2018 0.50 100.00 50.00
10/05/2018 2.00 100.00 200.00
10/08/2018 0.50 100.00 50.00
10/09/2018 3.50 100.00 350.00
Dan Alexander Invoice number 26207 Invoice date 10/10/2018
Page 1 of 3
Dan Alexander Invoice nurnber 26207
p^4e: 18n2 Manley Road mm Date /0/1012018
S|O DEVELOPMENT&CREATION
Billed
Date Hours Rate mn mK
Lee S. Evans
Meetings
0702/2018 1.00 125.00 125.00
0002/2018 0.75 125.00 93.75
08/13/2018 2.00 125,00 250.00
Review
07N3/3018 0.50 12500 62*0
0800/2018 300 12500 375.00
08/13/2018 1.00 12500 125,00
1008/2018 3O0 125.00 375.08
1009/2018 5.00 125.00 825.00
Document Preparation
07m2/2018 2.00 125.00 250�00
Correspondence
07103/2018 025 125.00 3125
07/12/2018 0�50 125.00 62.50
07/30/2018 075 125.00 9375
08/10/2018 0.50 125.00 62.50
0013/7018 0.50 125.00 62.50
0V14/2018 100 125.00 125�00
1005/2018 1.00 125.00 125.00
Data Management
1010/2010 1,00 125.00 /25.00
Phase subtotal 5.34175
FEASIBILITY&PRELIMINARY ROADWAY DESIGN
Billed
Date Hours Rote Amount
JpshuaD. Smith
CADD
07/30/2018 1.50 100.00 150.00
Phase subtotal 150D0
Invoice total =,993.75
Aging Summary
Invoice Number Invoice Date Outstanding Current Ove/3O Ova/(30 Over 90 Dve/12O
26207 10/10/2018 5.993.75 5.98375
Total 5.99375 5.99375 0�00 0.00 000 0.00
Con{eo|P*mon/P«4ect Mgr:
Leo8. Evans
Dan Alexander Invoice number 26207 Invoice date 10/10/2018
Page zv/x
Dan Alexander Invoice number 26207
Project 18-024 Manley Road Sit) Date 10110/2018
TERMS:Net 30 Days, Finance Charges will be applied on default of payment outside of these terms.
Dan Alexander Invoice number 26207 Invoice date 1 0/1 012 0 1 8
Page 3 of 3
Dan Alexander Invoice number `Draft,
Project 18.024 Manley Road SID Hate 10/10/20/8
Pre-Billina Workshget
18-024 Manley Road SICK
Project Management Phase Status:Active
WJ -Bill Al TiMq_&Exapnee Billing Cutoff;10/10/2018 To Bill
Billing YP p Type:Time&Expense Date Units Rate Amount Units Amount
WIP Status:Billable
Project Manager
Lee S.Evans
Project Management 07/05/2018 2.00 125.00 250.00 2.00 250.00
Reviewer)and processed Invoice 4. Emailed to DA and CS along with short update. (2.0 hr)
Project Management 10/10/2018 2.00 12500 250.00 2.00 250.00
Project invoicing for Invoice 5. (2.0 hr)
Subtotal 4.00 500.00 4.00 500.00
Labor total 4.00 500.00 4.00 500.00
Phase Summary Reported%Complete Date Entered:
Contract Spent % Billed]- %I Remaining °/®� WIP To Bill
Labor 5,000.00 3,500.00 70 3,000.00 60 2,000,00 40 500.00 10 500.00
Total 5,000,00 3,500.00 70 3,000.00 60 2,000.00 40 500.00 10 500.00
Review of Ex. Project Information Phase Status Active
Billing Cutoff:1 011 0/2 01 8 To Bill
Billing Type:Time&Expense Date ( Units Rate Amount I Units Amount
WIP Status
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spent %f Billed l %I Remainingl % WIPI To Bill
Labor 2,500.00 1,256.25 50 1,256.25 50 1,243.75 50
Total 2,500.00 1,256.25 50 1,256.25 50 1,243.75 50
Topographic&Boundary Survey Phase Status:Active
Billing Cutoff:1011012018 To Bill
Billing Type:Time&Expense I Date Units j Rate Amount I Units Amount
� a
WIP Status
Subtotal 0.00
total_ 0.00
Dan Alexander Invoice number'Draft' Invoice date 10/10/2018
Page 3 of 9
Dan Alexander Invoice number °Draft"
Project 18-024 Manley Road SID Date 10/10/2018
Pria-Billina Worksheet
18-024 Manley Road SID
Phase Summary Reported%Complete Date Entered:
Contract Spent; % Billed % Remaining£ % WIP( To Bill
Labor 7,500.00 6,686.25 89 6,686,25 89 813.75 11
Expense 39.90 39.90 -39,90
Total 7,500.00 6,726.15 90 6,726.15 90 773,85 10
Right of Way&Easements Phase Status:Active
Billing Cutoff:10/10/2018 To Bill
Bitting Type:Time&Expense Date Units Rate i Amount I I Units i Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract] Spent %1 Billedl % Remaining °f°€ WIP To Bill ;
Labor 10,000.00 850.00 9 850,00 9 9,150,00 92
Total 10,000,00 850,00 9 850,00 9 9,150,00 92
Geotechnical Investigation&Report Phase Status:Active
Billing Cutoff: 10/10/2018 To Bill
Billing Type:Time&Expense Date ! Units Rate Amount [ Units Amount
WIP Status:
Subtotal 0,00
total 0.00
Phase Summary Reported%Complete Date Entered:
ContractE Spent % Billed[ % Remammgl %� WIPI To Bill
Labor 10,000.00 2,910,00 29 2,910.00 29 7,090,00 71
Consultant 1,820.00 1.820.00 -1,820.00
Total 10,000.00 4,730.00 47 4,730.00 47 5,270.00 53
SID Development&Creation Phase Status:Active
WIP--BiII As Time&Expense Billing Cutoff:10/10/2018 To Bill
Billing Type:Time&Expense Date Units Rate 1 Amount ( Units Amount
Labor WIP Status:Billable
Project Manager
Lee S-Evans
Meetings 07/02/2018 1.00 125.00 125.00 1.00 125.00
COB meeting w/SK and RH, (1.0 hr)
Meetings 08/02/2018 0.75 125.00 93.75 0.75 93.75
Meeting w/OA, CS. SK, RH at City to go over SID timing.(0.75 hr)
Meetings 09/13/2018 2.00 125,00 250.00 2.00 250.00
Dan Alexander Invoice number°Draft° Invoice date 10/10/2018
Page 4 of 9
Dan Alexander invoice number 'Draft
Project 18-024 Manley Road SID Date 10/10/2018
Erg-®_illin ork he f
18-024 Manley Road SID
SiD Development&Creation Phase Status:Active
WIP-Bill As Time_&Expqn§e Billing Cutoff:10/10/2018 To Bill
Billing Type: Time&Expense Date Units Rate j Amount Units Amount E
Labe WIP Status:Billable
Project Manager
Lee S.Evans
Prepared for meeting and made copies of the exhibits(0,5 hr). COB meeting w/SK and RH from
3:15-4:45. (1.5)
Review 07/03/2018 0.50 125,00 62,50 0,50 62.50
Discussions w/JS about waiver and annexation agreement research. Reviewed annexation
agreements and commission resolutions. (0.517r)
Review 09/06/2018 3.00 125.00 375.00 3.00 375,00
Review of revised Exhibits Band D. Analysis of front footage breakdown and double checked lot
areas. (3,0 hr)
Review 09/13/2018 1.00 125.00 125.00 1,00 125.00
Review of revised Exhibits B and D. Cave comments to Josh. (1.0 hr)
Review 10/08/2018 3,00 125.00 375.00 3,00 375.00
Worked on SID documents A-D. (3,0 hi)
Review 10/09/20,18 5.00 125.00 625,00 5.00 625.00
Final review and preparation of SID Exhibits A-D. Emailed PDFs of final exhibits and master
copy of excel spreadsheet(for Exhibit B-D)to SK and RH. (5.0 hr)
Document Preparation 07/02/2018 2.00 125,00 250.00 2.00 250,00
Worked on and reviewed SID documents. (2.0 hr)
Correspondence 07/03/2018 0,25 125.00 31.25 0.25 31,25
Phone discussion w/DA about SID update and COB meeting on Monday. (0.25 hr)
Correspondence 07/12/2018 0.50 125.00 62.50 0.50 62.50
Texts w/Dan A. about SID liming and engineering fee payback. (0.5 hr)
Correspondence 07/3012018 0,75 125.00 93.75 0.75 93.75
Phone discussion w/Steve Baeth(KR)about mulching/compost and hydoseeding costs.Phone
discussion v✓/DA w/update. (0.75 hr)
Correspondence 09/10/2018 0,50 125.00 62,50 0.50 62.50
Discussions w/Josh about edits to Exhibits B and D. (0.5 hr)
Correspondence 09/13/2018 0.50 125,00 62.50 0,50 62.50
Emailed revised Exhibits B and D,along with assessment comparision spreadsheet and plats
showing front footage numbers to SK and RH in advance of upcoming COB meeting. (0.5 hr)
Correspondence 09/14/2018 1.00 125.00 125.00 1.00 125.00
Email and phone correspondence w/Josh about RR right of way easement and whether it is part
of RR or part of Lot 1A, Email to Juliana requesting copy of Glen lakes final plat and gave her
an SID schedule update. (0.75 hr)
Spoke w/Kyle about railroad right of way question-... ROW or easement and who owns it???
(0.25 hr)
Correspondence 10/05/2018 1,00 125,00 125.00 1.00 125,00
Correspondence w/SK, RH, and JS about SID items. (L 0 hr)
Data Management 10/10/2018 1.00 125.00 . 125,00 1,00 125.00
Filed SID info incl.correspondence,exhibits,cost estimate info,plats,front footage Cates.(L 0
hr)
Subtotal 23.75 2,968.76 23.75 2,968.75
Design Engineer
Joshua D.Smith
Meetings 07/02/2018 2.00 100.00 200,00 2.00 200.00
Dan Alexander Invoice number'Drafl' Invoice date 10/10/2018
Page 5 of 9
Dan Alexander Invoice number `Draft
Project 18-024 Manley Road SID Date 1 0/1 0120 1 8
Pre-Billing ark h t
18-024 Manley Road SID
SID Development&Creation Phase Status:Active
WIP-Bill AajimtA Expense Billing Cutoff:10/10/2018 To Bill
-- - T11 ---
Billing Type:Time&Expense Date Units Rate Amount j Units Amount
Labor WIP Status:Billable
Design Engineer
Joshua D Smith
Printed&compiled SID&supplemental doe`s. Meeting with Lee(AESI),Shawn&Rick(COB)to
discuss SiD.
Meetings 08102/2018 1.25 100.00 125.00 1.25 125.00
Prepared materials for SID meeting with COB officials&Clients(0.25 his). Meeting with Shawn
&Rick(COB), Dan&Clark(Clients), and Lee(AESI)to discuss SiD creation and timing relative
to final platting of Glen Lakes Commercial Subdivision(11:15-12:15, 1 hr).
Meetings 09/13/2018 1.25 100.00 125.00 1.25 125.00
Meeting with Shawn Kohtz&Rick Hixsoo(COB)and Lee(AESI)at COB Engineering office to
discuss SID assessment methodology(3:15-4:30, 1.25 firs).
Research 07/12/2018 0.50 100.00 50.00 0.50 50.00
Researched MDT website for unit costs for Rouse improvements per recent discussions with
COB staff.
Research 07/1612018 0.50 100.00 50.00 0.50 50.00
Researched MDT historic item unit costs. Correspondence with David Fine(COB)regarding fiber
optic conduit requirements.
Research 09/1412018 0.25 100.00 25.00 0.25 25.00
Researched Rail Link Property.
Research 09/17/2018 0.50 100.00 %00 0.50 50.00
Discussions with Lee&Kyle(AESI)regarding railroad right-of-way vs.easement within SID
district boundary
Document Preparation 07/02/2018 3.75 100A0 375.00 3.75 375.00
Revised SID and supplemental exhibitslplans. Discussed SID submittal with Lee(AESI)in
anticipation of meeting with COB. Prepared exhibits&discussed Manley approach turning
movements with Shawn(COB). Coordination with COB Planning Dept regarding subdivision
annexation does for subdivisions within proposed SID boundary.
Document Preparation 07/03/2018 1.75 100.00 175.00 1.75 175.00
Researched Annexation Agreements at CoB Engineering Dept. Additional courthouse research
regarding Commission Resolutions&Annexation Agreements. Itemized researched waiver of
right to protest research results with COB.
Document Preparation 07/04/2018 1.50 100.00 150,00 1.50 150.00
Reviewed GC tax rolls&checked listed owners&addresses. Itemized deliquent taxes.
Document Preparation 07/30/2018 0.25 100.00 25.00 0.25 25.00
Revised cost estimate per discussions with Lee(AESI)and COB officials.
Document Preparation 09/04/2018 1.50 100.00 l%00 1.50 150.00
Revised SID Exhibit B&D per COB requested 2-step assessment methodology
Document Preparation 09/05/2018 1,00 100.00 100.00 1 00 100.00
Compared original assessment method(per area)with COB requested revised 2-step
assessment method.Developed spreadsheet to compare assessements.
Document Preparation 09/10/2018 0.75 100.00 75.00 0.75 75.00
Discussions with Lee regarding revised Assessment method as requested by COB(0.75 hrs).
Document Preparation 09/12/2018 0.50 100.00 %00 0.50 50.00
Revised assessment exhibits per discussions with Lee(AESI).
Document Preparation 09/13/2018 0.50 100.00 50.00 0.50 50.00
Revised SID exhibits per discussions with Lee
Document Preparation 10/05/2018 2.00 100.00 200.00 2.00 200.00
Dan Alexander Invoice number'Draft` Invoice date 10/10/2018
Page 6 of 9
Dan Alexander Invoice number 'Draft,
Project 18-024 Manley Road SID Date 10/10/2018
Pre-Billina Worksheet
18-024 Manley Road SID
SID Development&Creation Phase Status:Active
WIP-Bill As Tlme Expense Billing Cutoff:10/10/2018 To Bill
Billing Type:Time&Expense Date Units Rate ] Amount Units t Amount
Labo WIP Status:Billable
Design Engineer
Joshua D.Smith
Revised SID exhibits per discussions with Lee(AESI)and CoB personnel.
Document Preparation 10/08/2018 0,50 100.00 50,00 0.50 50.00
Discussions with Lee(AESI)regarding SID exhibit revisions. Began revising SID exhibits.
Document Preparation 10/09/2018 3,50 100,00 350.00 3.50 350.00
Revised SID exhibits per discussions with Lee.
Subtotal 23.76 2,376.00 23.76 2,375.00
Labor total 47.50 5,343.75 47.50 5,343.75
Phase Summary Reported%Complete Date Entered:
Contract( Spent %� Billed Q/�.L Remain11.1 ing; %I WIPI To Bill
Labor 15,000.00 12,572.50 84 7,228,75 48 7,771,25 52 5,343.75 36 5,343.75
Expense 4.90 4.90 -4.90
Total 15,000.00 12,577A0 84 7,233.65 48 7,766,35 52 5,343,75 36 5,343.75
Feasibility& Preliminary Roadway Design Phase Status:Active
WIP-Bill As Time 8 Expense Billing Cutoff:10/10/2018 To Bill
Type: p s Rate Amount U
Billing T e:Time�Expense � Date � Unit � �� � � nits � Amount
1221 WIP Status:Billable
Design Engineer
Joshua D.Smith
CADD 07/30/2018 1.50 100.00 150.00 1.50 150.00
Prepared&formatted CAD files as requested by Julienne(Madison Engineering).
Subtotal 1.50 150.00 1.60 160.00
Labor total 1.50 150.00 1.50 150.00
Phase Summary Reported%Complete Date Entered:
Contract Spent %I Billedl %I Remaining °fa� WIP{ To Bill
Labor 25,000.00 18,047.50 72 17,897.50 72 7,102.50 28 1%00 1 150.00
Total 25,000.00 18,047.50 72 17,897,50 72 7,102.50 28 150.00 1 1%00
Final Roadway Design Phase Status:Active
Billing Cutoff:10/10/2018 To Bill
Billing Type:Time&Expense Date Units Rate I Amount Units ( Amount
WIP Status:
Subtotal 0.00
total. 0.00
Dan Alexander Invoice number'Draft Invoice date 10/1012018
Page 7 of 9
Dan Alexander Invoice number °Draft
Project 18-024 Manley Road SID Date 10/10/2018
Er ®Billie rkheet
18-024 Manley Road SID
Phase Summary Reported%Complete Date Entered:
Contract! Spent! %I Billedi %` Remaining %i WIPI To Bill E
Labor 25,000,00 25,000,00 100
Total 25,000.00 25,000.00 100
Water,Sewer, &Storm Drain Design Phase Status:Active
Billing Cutoff:10/10/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spence %I Billed; l°C Remaining %� WIPI To Bill
Labor 20,000.00 1,030.00 5 1,030.00 5 18,970.00 95
Expense 9,10 9,10 -9.10
Total 20,000,00 1,039.10 5 1,039.10 5 18,960.90 95
Dry Utility Coordination Phase Status:Active
Billing Cutoff:1 0/1 012 0 1 8 To Bill
Billing Type:Time&Expense Date Units Rate Amount l Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spent) % Billed, %°1 Remaining. % ___ WIP; To Bill
Labor 5,000.00 300.00 6 300.00 6 4,700.00 94
Total 5,000.00 300,00 6 300,00 6 4,700.00 94
Street Lighting Design Phase Status:Active
Billing Cutoff:10/10/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
WIP Status:
Subtotal 0.00
total 0.00 _
Dan Alexander Invoice number`Draft' Invoice date 10/10/2018
Page 8 of 9
Dan Alexander invoice number 'Draft
Project 18-024 Manley Road SID Date 10/10/2018
18-024 Manley Road SID
Phase Summary Reported%Complete Date Entered:
t Contr 11 act; Spent % BIIIedj °f° Remainin %jYIP To Bill
_ _ - ---
Labor 10,000.00 31.25 0 31,25 0 9,968,75 100
Consultant 2,250.00 2,250,00 -2,250,00
Total 10,000.00 2,281.25 23 2,281.25 23 7,718.75 77 _
Wetland Delineation and Permitting Phase Status ,fictive
Billing Cutoff:10/10/2018 To Bill
Billing Type:Time&Expense Date i Units Rate Amount Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract'� Spent °f° Billed %[ Remaining % IP To Bill
Labor 7,500,00 7,500.00 100
Total 7,500.00 7,500.00 100
Invoice Summary
Contracts Spentl %[ Billed % Remainingl %1 WIP) To Bill
Labor 142,500.00 47,183.75 33 41,190.00 29 101,3%00 71 5,993.75 5,993.75
Expense 53.90 53,90 -53.90
Consultant 4,070.00 4,070.00 -4,070,00
Total 142,500.00 51,307.65 36 45,313.90 32 97,186.10 68 5,993.75 5,993.75
Dan Alexander Invoice number'Draft' Invoice date 10/10/2018
Page 9 of 9
Civil Engineering . Geotechnical Engineering . Land Surveying
AD 32 Discovery Drive
LL o Bozeman,Montana 59718
ENGINEERING
SERVICES,INC. 0�" Ph: (406) 582-0221
Fax: (406) 582-5770
Diverse pi e
December 19, 2018
Dan Alexander
PO Box 1201
Bozeman, MT 59771
Re: December Invoice(Invoice 6)
Manley Road SID — Bozeman, MT
Dear Mr. Alexander:
Please find enclosed our December invoice (Invoice 6) in the amount of $1,800.00 for time and
expenses incurred between October 11 and December 15 on the above-referenced project. A table of
the incurred costs based on phase is provided below.
Note 1: Attached to the invoice is our pre-billing worksheet, which contains our tirnesheet notes. This
will give you a good idea of the work we did on the project during this billing cycle.
Note 2: The purpose of the phases is to try and group time for specific key project tasks. These are not
perfect and some of our time entries could have been billed to more than one phase.
Phase Costs Costs
(This Invoice) (Total To Date)
Project Management: $0.00 $3,500.00
Review of Ex. Project Information: $0.00 $1,256.25
Topographic and Boundary Survey: $0.00 $6,726.15
Right of Way and Easements: $0.00 $850.00
Geotechnical Investigation and Report: $0.00 $4,730.00
SID Development and Creation: $1,800.00 $14,377.40
Feasibility and Preliminary Roadway Design: $0.00 $18,047.50
Final Roadway Design: $0.00 $0.00
Water,Sewer,and Storm Drain Design: $0.00 $1,039.10
Dry Utility Coordination: $0.00 $300.00
Street Lighting Design: $0.00 $2,281.25
TOTAL: $1,800.00 $53,107.65
www.alliedengineering.com
Dan Alexander Project p: /m-0/x
December invoice -Manley Road SID Deceniber-19,2018
Billing History
• March 38' 2O18: Invoice 1 (#2560A $10'650.00 Paid infull (05/03/18)
° May 14. 2Ol8: Invoice Z (#25749) $12'679,35 Paid infull (05/23/18)
• June 19, 2018: Invoice 3 (#2582S) $8,189.65 Paid infull (06/25/18)
• July ]' 2O18: Invoice 4 (#ZS8O3) $I3'894.90 Paid infull (07/09/18)
• October 1O' 2O18: Invoice 5 (#262O7) $5,993J5 Paid infull (I0/15/18)
• December l9' ZO1O: Invoice 6 (#26415) $1,8K00.0O Current
TOTAL INVOICED AMOUNT TODATE: $53'107.65
Provided below is a simplified summary of the work items on this invoice according to phase. For more
detail, please see the attached pre-billing worksheeL
:
w Vbcussionaw/the COB about required edits to the ODexhibits.
° Prepared and submitted revised 80exhibits.
° Attended public informational meeting on1O/17at COB Engineering office.
|f you have any questions regarding this invoice, please give meacall. Thank You.
Sincerely,
Allied Engineering Services, Inc.
Lee S. Evans, PE
6eotechnica| En#inee/
enc: Invoice No. 26415
Allied swjm,'mV Services,Inc. Page
FD
ENGINEERING
SERM".INC.
32 Discovery Drive
Bozeman, MT 59718
406-582-0221
Dan Alexander Invoice number 26415
PO Box 1201 Date 12/19/2018
Bozeman, MT 59771
Project 18-024 Manley Road SID
For professional services rendered through December 15,2018.
SID DEVELOPMENT&CREATION
Billed
Date Hours Rate Amount
Joshua D. Smith
Meetings
10/17/2018 2.00 100.00 200.00
Document Preparation
10/12/2018 0.75 100.00 75.00
10/16/2018 0.50 100.00 50.00
10/17/2018 1.00 100.00 100.00
Lee S. Evans
Meetings
10/17/2018 2.00 125.00 250.00
Review
10/16/2018 2.00 125.00 250.00
Correspondence
10/11/2018 2.00 125.00 250.00
10/12/2018 2.00 125.00 250.00
10/15/2018 2.00 125.00 250.00
Data Management
10/12/2018 1.00 125.00 125.00
Phase subtotal 1,800.00
Invoice total 1,800.00
Aging Summary
Invoice Number Invoice Date Outstanding Current Over 30 Over 60 Over 90 Over 120
26415 12/19/2018 1,800.00 1,800.00
Total 1,800.00 1,800.00 0,00 0.00 0.00 0.00
Dan Alexander Invoice number 26415 Invoice date 12/19/2018
Page i of 2
Dan Alexander Invoice number 26415
Project 18-024 Manley Road SID Date 12/19/2018
Contact Person/Project Mgr:
Lee S. Evans
TERMS:Net 30 Days, Finance Charges will be applied on default ot'payment outside of these terms,
Dan Alexander Invoice number 26415 Invoice date 12/19/2018
Page 2 of 2
Dan Alexander Invoice number "Draft*
Project 18-024 Manley Road SID Date 12/19/2018
Pre-Billirta Worksheet
18-024 Manley Road SID
Project Management Phase Status:Active
Billing cutoff:1 2/1 51201 8 To Bill
Billing Type:Time&Expense Date i_._Units Rate Amount Units Amount
WIP Status:
- --
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Billed
% Remaining' °& WiP� To Bill
Contract! Spent %
Labor 5,000.00 3,500,00 70 3,500.00 70 1,500.00 30
Total 5,000.00 3,500.00 70 3,500-00 70 1,500.00 30
Review of Ex. Project Information Phase Status:Active
Billing cutoff:12/16/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
1 __ _ _� _ _ __
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spent % Bailed % Remaining % WIP To Bill
Labor 2,500.00 1,256.25 50 1,256.25 50 1,243.75 50
Total 2,50000 1,256,25 50 1,256.25 50 1,243.75 50
Topographic&Boundary Survey Phase Status:Active
Billing Cutoff:12/15/2018 7o Bill
Billing Type:Time&Expense Date Units
i Rate Amount Amount
Units,_-----_—_-� ._ _._...
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
L ContractV Spent}—— °I°� Billed % Remainingl %� IIP� To Bill __
Labor 7,500.00 6,686.25 89 6,686,25 89 813,75 11
Expense 39.90 39.90 -39.90
Total 7,500.00 6,726.15 90 6,726,15 90 773.85 10
Right of Way&Easements Phase Status:Active
Billing Cutoff:1 2/1 51201 8 To Bill
Billing Type:Time&Expense ( Date �( Units Rate Amount Units Amount
WIP Status:
Subtotal 0.00
Dan Alexander Invoice number"Draft Invoice date 1 211 9/2 0 1 8
Page 3 of 7
Dan Alexander Invoice number d Draft
Project 18-024 Manley Road SID Date 1 211 9/2 01 8
Pre-i3illing Works heel
18-024 Manley Road SID
Right:of Way& Easements Phase Status:Active
Billing Cutoff:12/15/2018 To Bill
___ _ ---A-_..-.
Billing Type:Time&Expense Date j Units Rate Amount J Units Amount
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract Spentl % Billed %I Remaining "/at WIP, To Bill
Labor 10,000.00 850.00 9 850.00 9 9,150,00 92
Total 10,000,00 850.00 9 850.00 9 9,150.00 92
Geotechnical Investigation&Report Phase Status:Active
Billing Cutoff:1 211 5/201 8 To Bill
Billing Type:Time&Expense Date Units Rate { Amount Units Amount
i -----�
WIP Status:
Subtotal 0.00
total 0.00 --
Phase Summary Reported%Complete Date Entered:
Con traot� Spend °/a� - B IWI %I Remaining %[- YWI� - To Bill
Labor 10,000.00 2,910.00 29 2,910.00 29 7,090.00 71
Consultant 1,820.00 1,820,00 -1,820.00
Total 10,000.00 4.730,00 47 4,730.00 47 5,270.00 53
SID Development&Creation Phase Status:Active
W! -Bill Al Time Expense Billing Cutoff:12//15/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
I _m - 1_ ___ - - ! I _
Labo WIP Status:Billable
Project Manager
Lee S.Evans
Meetings 10/17/2018 2.00 125.00 250,00 2.00 250.00
Public informational meeting at COB. (2.0 hr)
Review 10/16/2018 2.00 125,00 250.00 2.00 250.00
Final edits to Exhibits A-C. Final review of Exhibits A-C. Ernailed final copies of Exhibits A-C
and master spreadsheet to SK and RH. (2,0 hr)
Correspondence 10/11/2018 2.00 125.00 250.00 2.00 250.00
Email from SK regarding open space assessments for Gallatin Park and Minor Sub. 385,
Performed preliminary calculations. Detailed email to SK and RH with examples and questions
on how to proceed with open space assessments. (2,0 hr)
Correspondence 10/12/2018 2.00 125.00 250.00 2.00 2%00
Disc. w/KT about possible metes and bounds description. Email to COB re.clarification of
comments. (2,0 hr)
Correspondence 10/15/2018 2.00 125.00 250.00 2.00 250,00
Call from SK and RH about comments to exhibits. Discussion w/Josh. Email to SK and RH w/
latest exhibits and spreadsheet and examples of Exhibit B and C from Andesite RID. (2,0 hr)
Data Management 10/12/2018 1,00 125.00 125.00 1.00 125,00
Filing of COB comments on Exhibits A-D. (I.d hr)
Dan Alexander Invoice number'Draft' Invoice date 12/19/2018
Page 4 of 7
Dan Alexander Invoice number 'Draft`
Project 18-024 Manley Road SID Date 1 211 9/2 0 1 8
Pre-Billing llin _ Q k h t
15-024 Manley Road SID
SID Development&Creation Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:1 2/1 512 01 8 To Bill
Billing Type:Time&Expense Date Units Rate j Amount Units Amount
Labol WiP Status:Billable
Project Manager
Subtotal 11.00 1,375.00 11.00 1,375.00
Design Engineer
Joshua D.Smith
Meetings 10/17/2018 2.00 100.00 200.00 2.00 200,00
Reviewed project plan(SID creation,proposed improvements,existing conditions). Prepared
Manley Road SiD bullet point document in anticipation of CoB Engineering Dept Meeting(1.5
hours).
Attended CoB Engineering Dept informal meeting with Owners within SiD Boundary to discuss
project and process(1.5 hours).
Document Preparation 10/12/2018 0.75 100,00 75,00 0.75 75,00
Revised SID exhibits per calc method requested by CoB. Reviewed comments recceived from
CoB&Discussed with Lee E. (AESI).
Document Preparation 10/16/2018 0.50 100.00 50.00 0.50 50.00
Revised Exhibit A,B,&C per recent discussions with CoB.
Document Preparation 10/17/2018 1.00 100,00 100.00 1.00 100.00
Reviewed project plan(SID creation,proposed improvements,existing conditions). Prepared
Manley Road SID bullet point document in anticipation of CoB Engineering Dept Meeting(1.5
hours).
Attended CoB Engineering Dept informal meeting with Owners within SID Boundary to discuss
project and process(1.5 hours).
Subtotal 4.25 425.00 4.25 426.00
Labor total 15.25 1,800.00 15.25 1,800.00
Phase Summary Reported%Complete Date Entered:
Contract Spent °f° Billed %� Remainm % WIP To BIII
_ _-.�. ...._ __ ___-- -- _--
Labor 15,000,00 14,372.50 96 12,572.50 84 2,427.50 16 1,800,00 12 1,800.00
Expense 4,90 4.90 -4.90
------------
Total 15,000 00 14,377.40 96 12,577.40 84 2,422,60 16 1,800.00 12 1,800.00
Feasibility& Preliminary Roadway Design Phase Status:Active
Billing Cutoff:1 2/1 61201 8 To Bill
Billing Type:Time&Expense ( Date Units Rate ( Amount Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract( Spent % Blued % Remaining % To Bill
L___-----�-- . .. WIP --
Labor 25,000.00 18„047.50 72 18,047.50 72 6,952.50 28
Total 25,000-00 18,047.50 72 18,047.50 72 6,952.50 28
Dan Alexander Invoice number°Draft' Invoice date 12/19/2018
Page 5 of 7
Dan Alexander Invoice number 'Draft'
Project 18-024 Manley Road SID Date 12/19/2018
Pre-Billing Workabeet
10-024 Manley Road SID
Final Roadway Design Phase Status:Active
Billing Cutoff:1 2/1 512 0 1 8 To Bill
Billing Type:Time&Expense Date Unit Rate Amount _Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
-____; — _ p_ ._
Contract Spent /°[ Bill_ed l°� Remainingi % WIPI To Bill
Labor 25,000.00 25,000.00 100
Total 25,000.00 25,000.00 100
Water, Sewer,&Storm Drain Design Phase Status:Active
Billing Cutoff:12/15/2018 To Bill
Billing Type: Time&Expense Date Units _^ Rate Amount Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract w y Spent °/� Billeg %� Remarmng %t _WIPl___-._ To Bill
Labor 20,000.00 1,030.00 5 1,030.00 5 18,970.00 95
Expense 9.10 9,10 -9,10
Total 20,000.00 1,039.10 5 1,039.10 5 18,960.90 95
Dry Utility Coordination Phase Status:Active
Billing Cutoff:12/16/2018 To Bill
Billing Type:Time&Expense Date Units Rate Amount ) ( Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract SpentF % Bllled� Y. Remaining Ta Bill
Labor 5,000.00 300,00 6 300.00 6 4,700,00 94
Total 5,000.00 300.00 6 300,00 6 4,700.00 94
Street Lighting Design Phase Status:Active
Billing Cutoff:12/15/2018 To Bill
Billing Type: Time&Expense Date Units Rate Amount Units TT Amount
WIP Status:
Subtotal 0.00
Dan Alexander Invoice number'Draft Invoice date 12/19/2018
Page 6 of 7
Dan Alexander Invoice number `Draft
Project 18.024 Manley Road SID Date 1211912018
Pre-Elifling grk h t
18-024 Manley Road SID
Street Lighting Design Phase Status:Active
Billing Cutoff:1 211 5/201 8 To Bill
Amount
Units D Rate Billing Type:Time Expense ate Un Amount Units Amo
_ _ _._ I _ _
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract1 Spent °!° Billed % Remaining„ °l°� WIPJ To Bill
Labor 10,000.00 31,25 0 31.25 0 9,968.75 100
Consultant 2,250,00 2,250,00 -2,250.00
Total 10,000.00 2,281.25 23 2,281.25 23 7,718.75 77
Wetland Delineation and Permitting Phase Status:Active
Billing Cutoff:1 2/1 512 0 1 8 To Bill
Billing Type:Time&Expense Date Units Rate Amount Units Amount
WIP Status:
Subtotal 0.00
total 0.00
Phase Summary Reported%Complete Date Entered:
Contract— Spent %I Billed % Remaming _ % _ WIP To-Bill _
Labor 7,500.00 7,500.00 100
Total 7,500,00 7,500.00 100
Invoice Summary
Contract Spent % Billed % Remaining % WIP To Bill
Labor 142,500.00 48,983.75 34 47,183.75 33 95,316.25 67 1,800,00 1,800.00
Expense 53.90 53.90 -53.90
Consultant 4,070.00 4,070.00 -4,070.00
_ .........___.._.—
Total 142,500.00 53,107.65 37 51,307.65 36 91,192.35 64 1,800.00 1,800.00
Dan Alexander Invoice number`Draft" Invoice date 12/19/2018
Page 7 of 7
Civil Engineering . Geotechnical Engineering . Land Surveying
32 Discovery Drive
ALLIEDc" Bozeman,Montana 59718
ENGINEERING 0
SERV/CES,/NC. �� Ph: (406) 582-0221
5° Fax: (406) 582.5770
�rVerse Prole��s
February 19, 2019
Dan Alexander
PO Box 1201
Bozeman, MT 59771
Re: February Invoice (Invoice 7)—FINAL
Manley Road SID — Bozeman, MT
Dear Mr. Alexander:
Please find enclosed our February invoice (Invoice 7) — FINAL in the amount of$2,187.50 for time and
expenses incurred between December 16 and February 16 on the above-referenced project. A table of
the incurred costs based on phase is provided below.
Note 1: Attached to the invoice is our pre-billing worksheet, which contains our timesheet notes. This
will give you a good idea of the work we did on the project during this billing cycle.
Note 2: The purpose of the phases is to try and group time for specific key project tasks. These are not
perfect and some of our time entries could have been billed to more than one phase.
Phase Costs Costs
(This Invoice) (Total To Date)
Project Management: $0.00 $3,500.00
Review of Ex. Project Information: $0.00 $1,256.25
Topographic and Boundary Survey: $0.00 $6,726.15
Right of Way and Easements: $0.00 $850.00
Geotechnical Investigation and Report: $0.00 $4,730.00
SID Development and Creation: $2,187.50 $16,564.90
Feasibility and Preliminary Roadway Design: $0.00 $18,047.50
Final Roadway Design: $0.00 $0.00
Water,Sewer,and Storm Drain Design: $0.00 $1,039.10
Dry Utility Coordination: $0.00 $300.00
Street Lighting Design: $0.00 $2,281.25
TOTAL: $2,187.50 $55,295.15
www.alliedengineering.com
Dan Alexander Project#: 18-024
February Invoice(FINAL)—Manley Road SID February 19,2019
Billing History
• March 28, 2018: Invoice 1 (#25601) $10,650.00 Paid in full (05/03/18)
■ May 14, 2018: Invoice 2 (#25749) $12,579.35 Paid in full (05/23/18)
■ June 19, 2018: Invoice 3 (#25825) $8,189.65 Paid in full (06/25/18)
• July 3, 2018: Invoice 4(#25883) $13,894.90 Paid in full (07/09/18)
■ October 10, 2018: Invoice 5(#26207) $5,993.75 Paid in full (10/15/18)
• December 19, 2018: Invoice 6(#26415) $1,800.00 Paid in full (01/02/19)
■ February 19, 2019: Invoice 7 (#26550) $2,187.50 Current
TOTAL INVOICED AMOUNT TO DATE: $55,295.15
Provided below is a simplified summary of the work items on this invoice according to phase. For more
detail, please see the attached pre-billing worksheet.
SID Development& Creation ($2,187.50):
• Correspondence w/COB Engineering about SID exhibit revisions.
• Revised SID exhibits and re-submitted to COB in preparation of 1/14 Commission meeting.
• Prepared for and attended 1/14 Commission meeting for Resolution of Intent to Create.
• Reviewed COB Commission packet in preparation of 2/11 Commission meeting.
• Prepared for and attended 2/11 Commission meeting for Resolution to Create.
If YOU have any questions regarding this invoice, please give me a call. Thank you.
Sincerely,
Allied Engineering Services, Inc.
Lee S. Evans, PE
Geotechnical Engineer
enc: Invoice No. 26550
P.\2018\18-024 Manley Road SID\Project Management\Invoicing\Invoice 7-02.19,19\18-024 Aleaandeilovoice7.02.19.19
Allied Engineering Services,Inc. Page 2
r
IED
ENINEERING
$rwrrer&'..
32 Discovery Drive
Bozeman, MT 59718
406-582-0221
Dan Alexander-Glen Lake Holdings LLC Invoice number 26550
PO Box 1201 Date 0 211 9/2 0 1 9
Bozeman, MT 59771
Project 18-024 Manley Road SID
For professional services rendered through February 16,2019.
Glen Lake Holdings LLC
SID DEVELOPMENT&CREATION
Billed
Date Hours Rate Amount
Joshua D.Smith
Document Preparation
01/04/2019 2.00 100.00 200.00
01/07/2019 0.50 100.00 50.00
Lee S. Evans
Meetings
01/10/2019 1.00 125.00 125.00
01/14/2019 2.00 125.00 250.00
02/11/2019 2.00 125.00 250.00
Review
01/04/2019 2.00 125.00 260.00
01/07/2019 1.50 125.00 187.50
01/08/2019 1.50 125.00 187.50
02/11/2019 2.00 125.00 250.00
General
01/14/2019 0.50 125.00 62.50
Correspondence
01/07/2019 1.00 125.00 125.00
01/08/2019 0.50 125.00 62.50
01/14/2019 0.50 125.00 62.50
Data Management
01/10/2019 1.00 125.00 125.00
Phase subtotal 2,187.50
Invoice total 2,187.50
Aging Summary
Invoice Number Invoice Date Outstanding Current Over 30 Over 60 Over 90 Over 120
26550 02/19/2019 2,187,50 2,187.50
Dan Alexander-Glen Lake Holdings LLC Invoice number 26550 Invoice date 02/19/2019
Page 1 of 2
Dan Alexander-glen Lake Holdings LLC Invoice number 26550
Project 1"24 Manley Road SID Date 02/19/2019
Total 2,187.50 2,187.50 0.00 0.00 0.00 0.00
Contact Person/Project Mgr:
Lee S. Evans
TERMS:Net 30 gays, Finance Charges will be applied on default of payment outside of these terms.
Dan Alexander-Glen Lake Holdings LLC Invoice number 26550 Invoice date 02/19/2019
Page 2 of 2
Dan Alexander-Glen Lake Holdings LLC Invoice number "Draff
Protect 18-024 Manley Road SID Date 02/1 9120 1 9
Pre-Billinq Worksheet
18-024 Manley Road SID
Project Management Phase Status:Active
Phase Summary Reported%Complete Date Entered:
Contract[ Spent /° Billed 1° Remaining! % WIPJ - To Bill''
° °
Labor 5,000.00 3,500.00 70 3,500.00 70 1,500.00 30
Total 5,000.00 3,500.00 70 3,500.00 70 1,500,00 30
Review of Ex. Project Information Phase Status:Active
Phase Summary Reported%Complete Date Entered:
Ft % Billed °/ Re Y� � f
Contract S�n � � matmngi, % WIPE To Bill ,
Labor 2,500.00 1,256.25 50 1,256.25 50 1,243.75 50
Total 2,500,00 1,256.25 50 1,256.25 50 1,243.75 50
Topographic&Boundary Survey Phase Status:Active
Phase Summary Reported%Complete Date Entered
p ° ° g WIP. To Bill
afnm /o
l Contract Spent /°� Bailed l°� Rem.
Labor 7,500.00 6,686.25 89 6,686.25 89 813,75 11
Expense 39.90 39,90 -39,90
Total 7,500.00 6,726,15 90 6,726,15 90 773.85 10
Right of Way& Basements Phase Status:Active
Phase Summary Reported%Complete Date Entered:
Contractl Sent % Billedl %I Remaining °J° WIP To Bill E
Labor 10,000.00 850.00 9 850.00 9 9,150.00 92
Total 10,000,00 850.00 9 850.00 9 9,150.00 92
Geotechnical Investigation&Report Phase Status:Active
Phase Summary Reported%Complete Date Entered:
17 Contract Spent %j Billed %I Remainingi % WIPI To Bill
Labor 10,000.00 2,910,00 29 2,910.00 29 7,090.00 71
Consultant 1,820.00 1,820.00 -1,820.00
Total 10,000,00 4,730.00 47 4,7X00 47 5,270.00 53
Dan Alexander-Glen Lake Holdings LLC Invoice number"Draft' Invoice date 02119/2019
Page 3 of 6
Dan Alexander-Glen Lake Holdings LLC Invoice number °Draft'
Project 1"24 Manley Road SID Date 02/1 9120 1 9
Pre-Billing rk ht
10-024 Manley Road SID
SID Development&Creation Phase Status:Active
WIP-Bill As Time&Expense Billing Cutoff:02/16/2019 To Bill
Billing Type:Time&Expense Cate Units Rate Amount _.1 i Units Amount
Labg
WIPStatus:Billable
Project Manager
Lee S.Evans
Meetings 01/10/2019 1,00 125.00 125.00 1,00 125.00
Prepared for Monday's Commission meeting. (1,0 hr)
Meetings 01/14/2019 2.00 125.00 250.00 2.00 250.00
City Commission meeting for Resolution of Intent to Create,. (2,0 hr)
Meetings 02/11/2019 2,00 125,00 250.00 2.00 250.00
City Commission meeting for Resoultion to Create.(2.0 hr)
Review 01/04/2019 2.00 125.00 250.00 2.00 250.00
Review and edits to revised Exhibits A and B. Emailed to SK as draft copies. (2,0 hr)
Review 01/07/2019 1.50 125.00 187,50 1.50 187,50
Final review of Exhibits A and B. (1,5 hr)
Review 01/08/2019 1,50 125.00 187.50 1,50 187.50
Final review of SID exhibits.(1.5 hr)
Review 02/1112019 2.00 125.00 250.00 2,00 250,00
Review of City Commission packet info and protests. (2.0 hr)
General 01/14/2019 0.50 125.00 62,50 0.50 62.50
Prepared for tonight's City Commission meeting. (0,5 hr)
Correspondence 01/07/2019 1.00 125.00 125,00 1.00 125,00
Email to SK w/final drafts of Exhibits A-C and master spreadsheet. (1.0 hr)
Correspondence 01/08/2019 0.50 125.00 62.50 0,50 62,50
Email to SK confirming that yesterday's exhibits are considered as final. (0.5 hr)
Correspondence 01/14/2019 0.50 125.00 62,50 0.50 62.50
Call with Dan Alexander about tonight's City Commission meeting, (0.5 hr)
Data Management 01/10/2019 1.00 125.00 125.00 1.00 125.00
Filing of project data and correspondence. (1.0 hr)
Subtotal 16.50 1,937.50 15.50 1,937.50
Design Engineer
Joshua D.Smith
Document Preparation 01/04/2019 2.00 100.00 200.00 2.00 200,00
Revised SID Docs
Document Preparation 01/07/2019 0.50 100.00 50.00 0.50 50.00
Revised Exhibits and discussed with Lee(AESI).
Subtotal 2.50 250.00 2.50 250.00
Labor total 18.00 2,187.50 18.00 2,187.50
Phase Summary Reported%Complete Date Entered:
C Contract Spent %1 Billed, % RemainingI %1 WIPl To Bili 1
Labor 15,000.00 16,560.00 110 14,372.50 96 627,50 4 2,187.50 15 2,187.50
Expense 4.90 4,90 -4.90
Total 15,000.00 16,564.90 110 14,377.40 96 622,60 4 2,187,50 15 2,187.50
Dan Alexander-Glen Lake Holdings LLC Invoice number°Draft" Invoice date 02/19/2019
Page 4 of 6
Dan Alexander-Glen Lake Holdings LLC Invoice number 'Draft
Project 18d124 Manley Road SID Date 02/19/2019
Pre-Billina Worksheet
18-024 Manley Road SID
Feasibility&Preliminary Roadway Design Phase Status:Active
Phase Summary Reported%Complete Date Entered:
Contract) Spent %1 Billedi %I Remaining) %j. WiP! To Bill
Labor 25,000.00 18,047.50 72 18,047.50 72 6,952.50 28
Total 25,000.00 18,047.50 72 18,047.50 72 6,952.50 28
Final Roadway Design Phase Status:Active
Phase Summary Reported%Complete Date Entered:
- Tl - -- -- —_
Contracts Spent %I Biliedi % Remaining %� WIP} To Rill I
_.
Labor 25,000.00 25,000.00 100
Total 25,000,00 25,000.00 100
Water,Sewer,&Storm Drain Design Phase Status:Active
Phase Summary Reported%Complete Date Entered:
Contract Spent /° /°I Billed 1 Remaining! /°� WIP To Bill
° ° °
Labor 20,000.00 1,030.00 5 1,030.00 5 18,970,00 95
Expense 9.10 9,10 9.10
Total 20,000.00 1,039.10 5 1,039.10 5 18,960.90 95
Dry Utility Coordination Phase Status:Active
Phase Summary Reported%Complete Date Entered:
Cantrac4� Spent %°I Balled[ % Remaining % WIP To Bill
Labor 5,000.00 300.00 6 300.00 6 4,700,00 94
Total 5,000.00 300.00 6 300.00 6 4,700.00 94
Street Lighting Design Phase Status:Active
Phase Summary Reported%Complete Date Entered:
r--
! Contract) Spent % Billed % Remaining % WIP1 To Bill
Labor 10,000.00 31.25 0 31.25 0 9,968.75 100
Consultant 2,250.00 2,250.00 -2,250.00
Total 10,000.00 2,281.25 23 2,281,25 23 7,718,75 77
Dan Alexander-Glen Lake Holdings LLC Invoice number`Draft` Invoice date 02/19/2019
Page 5 of 6
Dan Alexander-Men Lake Holdings LLC Invoice number 'Draft
Project 18-024 Manley Road SID Date 02119/2019
Prq-Bilfing Workshept
15-024 Manley Road SID
Wetland Delineation and Permitting Phase Status:Active
Phase Summary Reported%Complete Date Entered:
l
Contract Spent _% Siliedl °fn Remainingi °fa tIP� 70-
Labor 7,500.00 7,500.00 100
Total 7,500.00 7,500.00 100
Invoice Summary
Contract Spent ®/A BOW11 %I Remaining %L UUIP� To Bill
Labor 142,500.00 51,171.25 36 48,983.75 34 93,516.25 66 2,187.50 2,187.50
Expense 53.90 53.90 -53.90
Consultant 4,070.00 4,070.00 -4,070.00
"fatal 142,500.00 55,295,15 39 53,107,65 37 89,392.35 63 2,187.50 2,187.50
Dan Alexander-Glen Lake Holdings LLC Invoice number'Draft' Invoice date 02/19/2019
Page 6 of 6
Traffic will be shifted to Maynard
the north side of Oak St Border Ditch
West of Flanders Mill_ See
detail page 2.
---------------
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Oak St N'i.:. _
W 5`J Oak 5t
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Woodwork closure @High o
GtenklrkD: ,� < School Project
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to
Annie St Annie St y Annie S1
_ Annie St
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Meadowlark
Montana Overlanding� CIF�yJni�tSRr Elementary School
Snedowglen or W ;i en R! Bra•akssde Ln
Durston Rd Dulslon Rd Dursion Rd DurstGn Rd
N s
Delft Way Adam Bronken o o
WORK AREA Soccer Complex o Heritage Christian School futon st
p, o
:tmorland Dr Bentrrck St ,
ROAD °° N
� CLOSED ClssiCRtl'Jxy
TYPE III BARRICADE n..�..., n ,...tr..,��t ► Brisbin 51 - b
ROAD CLOSED Notes:
TO
THRUTRAFFIC Laurel Parkway and West Oak can be used as a detour
route while Cottonwood and Durston/Ferguson are closed .
0 0 0 0 0 0 0 0 0
Two Way Traffic
-Centerline will be marked with
RPM and SM Delineators. -
Ir _ � U
L LO
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-:.--,-.: �-; ,-. r-,-�,-,-.-,-.•,- , � � � - J I -
ROUNDABOIJT PAVED BY ; TH OAK STR co �� '6119 �
664 . .
- -----------
TEMP CONSTRUCTION FENCING INSTALLED AT OAK MEDIAN
Tt r r ; d[
W
K I I III �
W �, lo' unuTr FasuCht. 3
J
� ' �"I t ,11 M - Flanders Mill and Oak St will be a 4 way
x 1111
1 0. calic"NoCO
E U"T
Stop as shown .
-Oak St will be reduced to One lane east of
�qp V Flanders Mill . For traffic traveling Westbound
W entering West Oak St Detour.
W sYB -Traffic will be shifted using Cones Drums..{{ ❑A I * � '�!c = �II•I-II-��III!I� _ �����u� � gand
IIO�'TN—Y1l51 #0XIIIG LI.•i -IL= 2� `I '
a
:98 , . , . -� 1iII ��� I _ barricades as needed . -Two Lanes of traffic will
O
9gIm� """"°° '"` - , _7 flow on the north side of West Oak. Centerline
INSm
1 1 MI 11 1 1 I
` ^ PePF[V LOT -; will be marked with RPM's and SM delineators.
rimr I;�; - 15 Mph will be posted through the Roundabout.
25 MPH signs can be used as needed .
- Existing Construction Fence is in place to
keep traffic out.