HomeMy WebLinkAbout04-04-23 City Commission Meeting Agenda & Packet MaterialsA.Call to Order - 6:00 PM - Commission Room, City Hall, 121 North Rouse
B.Pledge of Allegiance and a Moment of Silence
C.Changes to the Agenda
D.FYI
E.Commission Disclosures
F.Consent
F.1 Accounts Payable Claims Review and Approval (Armstrong)
F.2 Authorize the City Manager to Sign a Notice of Award and Construction Documents Once
Received with Roset and Associates, Inc. for the Solid Waste Facility Office Remodel and
Garage Addition(Handelin)
THE CITY COMMISSION OF BOZEMAN, MONTANA
REGULAR MEETING AGENDA
Tuesday, April 4, 2023
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F.3 Authorize the Mayor to Sign the Urban + Farm Phase 1 Major Subdivision Preliminary Plat
Findings of Fact and Order, Application 22082 (Quasi-judicial)(Hyde)
F.4 Authorize the Mayor to Sign the Findings of Fact and Order for the Nexus Point Preliminary
Plat, Application 22246 (Quasi-Judicial)(Montana)
F.5 Authorize the Mayor to Sign the Findings of Fact and Order for the Ferguson Farms II Major
Subdivision Preliminary Plat, Application 19027 (Quasi-Judicial)(Montana)
F.6 Authorize the Mayor to Sign the West Park Neighborhood Major Subdivision Preliminary
Plat Findings of Fact and Order, Application 22178 (Quasi-Judicial)(Lyon)
F.7 Authorize the City Manager to Sign an Amendment One to the Professional Services
Agreement with Bozeman Site Services, LLC. for Landscape Maintenance Services in the
Parks and Trails District(Kline )
F.8 Authorize City Manager to Sign an Amendment 1 to PSA with Jackson Contractor Group for
Swim Center Renovation GCCM Services(Ziegler)
F.9 Authorize the City Manager Sign an Amendment 1 to Grant Agreement FHE-21-101 between
the City and Montana Department of Natural Resources and Conservation for the
Sourdough Creek Fuels Reduction Project Campaign(Heaston)
F.10 Authorize the City Manager to Sign a Professional Services Agreement Task Order Number
Two with HDR Engineering for WRF Site Planning Services(Ross)
F.11 Resolution 5487, a Resolution of the City Commission of the City of Bozeman, Montana,
Confirming the Appointment of Police Officers in Accordance with Montana Code
Annotated 7-32-4108 and 7-32-4113(Veltkamp)
F.12 Ordinance 2133, Final Adoption, 1200 East Main Zone Map Amendment to Rezone a Parcel
from B-2 (Community Business District) to B-2M (Community Business District-Mixed) on
1.5 Acres, Application 22184, a Property Addressed at 1200 East Main Street(Rogers)
G.Public Comment
This is the time to comment on any matter falling within the scope of the Bozeman City
Commission. There will also be time in conjunction with each agenda item for public comment
relating to that item but you may only speak once. Please note, the City Commission cannot take
action on any item which does not appear on the agenda. All persons addressing the City
Commission shall speak in a civil and courteous manner and members of the audience shall be
respectful of others. Please state your name and address in an audible tone of voice for the record
and limit your comments to three minutes.
Written comments can be located in the Public Comment Repository.
H.Mayoral Proclamation
H.1 Equal Pay Day(Andrus)
I.Special Presentation
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I.1 Equal Pay Day Report(Tozer)
I.2 Belonging in Bozeman - Equity & Inclusion Plan Quarterly Update (Hess)
J.Action Items
J.1 The North 8th Zone Map Amendment Requesting Amendment of the City Zoning Map to
Change the Zoning on 0.4828 Acres from R-4 (High Density Residential District) to R-5
(Residential Mixed-Use High Density District), Located on the Southwest Corner of North 8th
Avenue and West Lamme Street, Application 22366(Rogers)
J.2 Bennett Annexation Application 22380 Requesting Annexation of 35.96 Acres and Adjacent
Right-of-Way and Amending the City Zoning Map for the Establishment of an Initial Zoning
Designation of REMU (Residential Emphasis Mixed-Use District). Addressed as 2650 and
2680 Bennett Blvd. Approximately One-Half Mile West of South 19th Avenue on the South
side of Stucky Road. Application 22380(Rogers)
K.FYI / Discussion
L.Adjournment
City Commission meetings are open to all members of the public. If you have a disability that requires
assistance, please contact our ADA Coordinator, Mike Gray, at 582-3232 (TDD 582-2301).
Commission meetings are televised live on cable channel 190 and streamed live at
www.bozeman.net.
In order for the City Commission to receive all relevant public comment in time for this City
Commission meeting, please submit via www.bozeman.net or by emailing agenda@bozeman.net no
later than 12:00 PM on the day of the meeting. Public comment may be made in person at the
meeting as well.
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Memorandum
REPORT TO:City Commission
FROM:Nadine Waters, Accounts Payable Clerk
Nicole Armstrong, Accounts Payable Clerk
Levi Stewart, Assistant City Controller
Aaron Funk, City Controller
Melissa Hodnett, Finance Director
SUBJECT:Accounts Payable Claims Review and Approval
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Finance
RECOMMENDATION:The City Commission is recommended to make a motion and approve
payment of claims as presented.
STRATEGIC PLAN:7.5. Funding and Delivery of City Services: Use equitable and sustainable
sources of funding for appropriate City services, and deliver them in a lean
and efficient manner.
BACKGROUND:Montana Code Annotated, Section 7-6-4301 requires the City Commission to
review claims prior to payment. Claims presented to the City Commission
under this item have been reviewed and validated by the Finance
Department. The Department has ensured that all goods and services have
been received along with necessary authorizations and supporting
documentation. Additionally, the Department confirmed all expenditures
were appropriately coded and within the current fiscal year allocated
budget.
UNRESOLVED ISSUES:None
ALTERNATIVES:The City Commission could decide not to approve these claims or a portion
of the claims presented. This alternative is not recommended as it may
result in unbudgeted late fees assessed against the City.
FISCAL EFFECTS:The total amount of the claims to be paid is presented at the bottom of the
Expenditure Approval List posted on the City’s website at
https://www.bozeman.net/departments/finance/purchasing.
Report compiled on: March 30, 2023
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Memorandum
REPORT TO:City Commission
FROM:Kevin Handelin, Solid Waste Superintendent
Nicholas Ross, Director of Transportation & Engineering
SUBJECT:Authorize the City Manager to Sign a Notice of Award and Construction
Documents Once Received with Roset and Associates, Inc. for the Solid
Waste Facility Office Remodel and Garage Addition
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to Sign a Notice of Award and Construction
Documents Once Received with Roset and Associates, Inc. for the Solid
Waste Facility Office Remodel and Garage Addition Including Alternate Bid.
STRATEGIC PLAN:6.3 Climate Action: Reduce community and municipal Greenhouse Gas
(GHG) emissions, increase the supply of clean and renewable energy; foster
related businesses.
BACKGROUND:Working with City Staff and consultant HDR on the development of the
Public Works Facilities Master Plan in 2020 for the future staffing and
equipment storage needs of the Solid Waste Division. This is the first phase
identified in the Solid Waste Master Plan, which includes remodeling the
existing garage area into two office spaces and storage, remodeling the front
reception area and construction of a new six vehicle garage addition. The
design of the addition will generally match the form and materials of
the existing complex. This project was approved in the FY22 Capital
Improvement Plan(SW61).
Hennebery Eddy Architects, per a professional services agreement,
administered a bid for the Solid Waste Facility Remodel and Addition. A total
of three bids were received on March 2, 2023. The low bid including
alternate bid was submitted by Roset and Associates, Inc. for $773,800.
UNRESOLVED ISSUES:None
ALTERNATIVES:As recommended by the City Commission.
FISCAL EFFECTS:The costs for this project is $773,800 and will be paid with Solid Waste
Enterprise Fund.
Attachments:
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Notice of Award
Bid Sheet - Solid Waste Office Remodel and Garage Addition
COB Solid Waste Award Recommendation
Construction Agreement
Exhibit A
Report compiled on: March 22, 2023
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NOTICE OF AWARD
Dated: April 4, 2023
TO: Roset and Associates, Inc.
ADDRESS: P.O. Box 10234
Bozeman, MT 59719
CONTRACT FOR: Solid Waste Facility – Office Remodel and Garage Addition, including Alternate
bid.
You are notified that your Bid opened on March 2, 2023 at 2 p.m. for the above Contract has been
considered. You are the apparent Successful Bidder and have been awarded a Contract for the: Solid
Waste Facility – Office Remodel and Garage Addition, including Alternate bid.
The Contract Price of your Contract is: Seven hundred seventy-three thousand, eight hundred
Dollars ($773,800.00)
Two (2) copies of each of the proposed Contract Documents have been signed and One copy
accompanies this Notice of Award for your records.
CITY OF BOZEMAN, MONTANA
BY: __________________________________
(CITY MANAGER)
BY: ___________________________________
(CITY CLERK)
DATE: _______________________________
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NAME & ADDRESS Contractor License #
NON-
DISCRIMINAT
Acknowledge
Addenda Alternate Bid Price Total
AV Construction Inc po
box 11966 Bozeman MT
59719 157351
yes
yes $ 243,000.00 $ 643,000.00
886,000.00$
Roset and Associates PO
Box 10234 Bozeman, MT
59719 147695
yes
yes $ 116,000.00 657,800.00$ 773,800.00$
CS Structures PO Box 104
Gallatin Gaateway, MT
59730
223421 yes 137,444.00$ 684,444.00$ 821,888.00$
Mike Maas Kevin Handelin
City Clerk Solid Waste Superintendent
Bid Check:Delivered to Finance:Accepted By:Date:
1
2
3
4
City of Bozeman BID - Solid Waste Office Remodel and Garage Addition
BID
BOND
yes
DocuSign Envelope ID: E7FF243F-3A06-4F12-B8E2-7E75DF678A10
8
DocuSign Envelope ID: E7FF243F-3A06-4F12-B8E2-7E75DF678A109
109 NORTH ROUSE AVENUE
BOZEMAN MONTANA 59715
406 585 1112 MAIN
Page 1 of 1
22 March 2023
Mr. Kevin Handelin
City of Bozeman Solid Waste Superintendent
2143 Story Mill Rd
Bozeman, MT 59715
RE: Solid Waste Remodel Project – Roset and Associates Bid
Dear Kevin,
On March 2, 2023, the City of Bozeman received sealed bids for the Solid Waste Office Remodel
and Garage Addition. Three (3) bids were submitted per the Contract Documents dated August 31,
2022 as prepared by Hennebery Eddy Architects. Roset and Associates submitted the lowest
combined bid; a Base Bid of $657,800 and a bid of $116,000 for Alternate #1 for a total bid of
$773,800.
While we have not yet worked with Roset and Associates, the have earned a reputation as a quality
builder in the Bozeman area and bring an experienced team of sub-contractors to the project.
Hennebery Eddy has confirmed the scope of work with the project manager Eric Roset and find the
bid to be acceptable. We therefore recommend awarding of the base bid and alternate bid #1 to
Roset and Associates for the total amount of $773,800.
Sincerely,
Scott Dean, Architect
Hennebery Eddy Architects, Inc.
cc: File, Roset and Associates
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Construction Agreement for SWD Facility Remodel/Addition FY2020-2021 Page 1 of 16
CONSTRUCTION AGREEMENT
This Construction Agreement is made and entered into this 4th day of April 2023
(“Effective Date”), 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 PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and, Roset and Associates Inc., with
mailing address of P.O Box 10234 Bozeman, MT 59719, hereinafter referred to as “Contractor.”
The City and Contractor may be referred to individually as “Party” and collectively as “Parties.” In consideration of the covenants, agreements, representations, and warranties contained herein, the parties agree as follows:
1. Work to be Performed: a. A description of the work to be performed to Solid Waste Facility – Office Remodel and Garage Addition including amendment, located at 2143 Story Mill Road,
Bozeman, MT 59715(the “Construction Project”) and Contractor’s duties is set forth in the
Scope of Services attached hereto as Exhibit A and by this reference made a part hereof, and in the drawings, plans, and specifications provided by the City, which are included in the Scope of Services attached hereto as Exhibit A.
b. Prior to the commencement of any work on the Construction Project,
Contractor’s representatives and City’s representatives shall hold a meeting to establish a working understanding among the parties as to the scope of the Construction Project and duties of the Contractor. At this meeting, Contractor and City shall resolve any outstanding issues related to the plans, designs, drawings, and specifications. If the parties are unable
to resolve these issues and the City fails, refuses, or is unable to approve the same, no work
shall commence on the Construction Project until such issues are resolved and the City approves the related plans, designs, drawings, and specifications. c. Except as provided elsewhere in this Agreement, Contractor shall furnish
all the labor, materials, equipment, tools, and services necessary to perform and complete
the Construction Project. d. During work on the Construction Project, and as part of the final completion of the Construction Project, Contractor shall clean up the Project site, including the removal
and satisfactory disposal of all waste, garbage, excess materials, and equipment, and the
performance of any other work necessary to restore the site to at least as good order and condition as at the commencement of the Construction Project.
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Construction Agreement for SWD Facility Remodel/Addition FY2020-2021 Page 2 of 16
2. City-Supplied Materials: The City may supply materials from time to time in furtherance of the Construction Project. Such materials will be noted as an addendum to this
Agreement.
3. Time of Performance: Contractor shall begin the Construction Project after receiving a Notice to Proceed from City and shall complete the Construction Project no later than December 31, 2023. Time is of the essence of completion of all work and each phase of the
Construction Project.
4. Liquidated Damages: If the Construction Project is not completed within the time provided by this Agreement, the City may deduct for each day the Construction Project remains uncompleted the sum of Five Hundred Dollars ($500.00) from the compensation hereinafter
specified and retain that sum as payment for liquidated damages sustained by reason of the
Contractor’s failure to complete the Construction Project on time. 5. Compensation:
a. City shall pay to Contractor, and Contractor shall accept as full payment for
the performance of this Agreement and the Construction Project, the amount of Seven hundred seventy-three thousand eight hundred Dollars and zero cents Dollars ($773,800.00).
b. If work not included within the original Construction Documents is
requested by City, such additional work and the related compensation shall be agreed to in writing by both parties prior to commencement of the additional work (“Change Order”). c. City shall retain five percent (5%) of the total amount of compensation to
be paid to the Contractor to ensure compliance with the terms and conditions of this
Agreement and the timely completion of the Construction Project and any and all “punch list” items (“Retainage Amount”). The Retainage Amount shall be paid to Contractor thirty (30) days after the City’s final acceptance of the portion of work for which a separate price is stated in the specifications for the Construction Project.
e. Upon acceptance of final payment and for other good and valuable consideration, Contractor shall and hereby does release and forever discharge City, its officers, agents, and employees of and from any and all claims, demands, actions, causes of action, obligations, and liabilities of every kind and character whatsoever, in law and in
equity, whether now known or in the future discovered, arising from or related to this
Agreement or the Construction Project that Contractor may have or assert against City, its officers, agents, and employees. 6. Inspection and Testing:
a. City has the right to inspect and test any and all work performed by Contractor on the Construction Project. Contractor shall allow City and its agents access to the Construction Project at all times and shall provide every reasonable facility for the
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Construction Agreement for SWD Facility Remodel/Addition FY2020-2021 Page 3 of 16
purpose of such inspection and testing, including temporarily discontinuing portions of the work or uncovering or taking down portions of the finished work. Any inspection and
testing performed by the City and its agents is for the sole benefit of the City and shall not
relieve the Contractor of its duty, responsibility, and obligation to ensure that the work strictly complies with the Agreement terms and conditions and all applicable laws and building and safety codes. City’s inspection and testing shall not be deemed or considered acceptance by the City of any portion of the Construction Project. City’s inspection and
testing shall not serve to nullify, amend, or waive any warranties provided by the
Contractor under this Agreement. b. Contractor shall, without charge, replace any material or correct any work found by the City or its agents to be defective or otherwise not in compliance with the terms
and conditions of this Agreement. In the event Contractor fails to replace or correct any
defective work or materials after reasonable written notice by the City to do so, the City may take such corrective action, either with its own materials and employees or by retaining any third party to do so, and deduct the cost and expense of such corrective action from the Contractor’s compensation.
7. Partial Utilization of Construction Project: City shall have the right to use or occupy any portion of the Construction Project that City and Contractor mutually agree is substantially completed and constitutes a separately functioning and usable part of the Construction Project for its intended purpose without significant interference with Contractor’s
performance of the remaining portions of the Construction Project. In the event City takes
possession of any portion of the Construction Project, such possession shall not be deemed an acceptance of the Construction Project, in whole or in part. City’s use of any portion of the Construction Project shall not be grounds for extensions of any construction deadlines or a change in the Contractor’s compensation. Contractor’s warranties shall run from the completion of the
total Construction Project and not from the date the City may take possession of selected portions
of the Construction Project. 8. Related Work at the Site: Nothing in this Agreement shall prevent or preclude City, through its own employees or by contract with any third party, from performing other work
related to the Construction Project at the construction site; provided such related work is not
otherwise addressed in this Agreement and provided such related work does not otherwise interfere with Contractor’s performance of this Agreement or the completion of the Construction Project. Contractor shall afford any City employee, agent or representative, or any third party under contract with the City to perform the related work, proper and safe access to the construction site,
a reasonable opportunity for the introduction and storage of materials and equipment, the
opportunity to perform the related work, and shall properly coordinate the Contractor’s work on the Construction Project with the related work. 9. Contractor’s Warranties: Contractor represents and warrants as follows:
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Construction Agreement for SWD Facility Remodel/Addition FY2020-2021 Page 4 of 16
a. Unless otherwise specified by the terms of this Agreement, all materials and equipment used by Contractor on the Construction Project shall be new and where not
otherwise specified, of the most suitable grade for their intended uses.
b. All workmanship and materials shall be of a kind and nature acceptable to the City.
c. All equipment, materials, and labor provided to, on, or for the Construction
Project must be free of defects and nonconformities in design, materials, and workmanship for a minimum period beginning with the commencement of the work on the Construction Project and ending one (1) year from the final completion and acceptance by the City of the Construction Project, regardless of whether such equipment, materials, or labor were
supplied directly by Contractor or indirectly by Contractor’s subcontractors or suppliers.
Other express warranties on materials that provide for a warranty period longer than one year apply for the period of that express warranty and are not reduced by this provision. Upon receipt of City’s written notice of a defective or nonconforming condition during the warranty period, Contractor shall take all actions, including redesign and replacement, to
correct the defective or nonconforming condition within a time frame acceptable to the
City and at no additional cost to the City. Contractor shall also, at its sole cost, perform any tests required by City to verify that such defective or nonconforming condition has been corrected. Contractor warrants the corrective action taken against defective and nonconforming conditions for a period of an additional one (1) year from the date of City’s
acceptance of the corrective action.
d. Contractor and its sureties are liable for the satisfaction and full performance of all warranties.
e. Contractor shall give its personal attention to the faithful prosecution of the
completion of the Construction Project and Contractor, or its duly authorized representative assigned to serve as the Construction Project Manager, shall be personally present at the site of the Construction Project during working hours for the term of this Agreement until the completion of the Construction Project.
f. Contractor shall have a complete, accurate, and up-to-date set of construction plans, drawings, and specifications on site at all times. g. Contractor has examined all available records and made field examinations
of the site of the Construction Project. Contractor has knowledge of the field conditions to
be encountered during the Construction Project. Contractor has knowledge of the types and character of equipment necessary for the work, the types of materials needed and the sources of such materials, and the condition of the local labor market.
h. Contractor is responsible for the safety of the work and shall maintain all
lights, guards, signs, temporary passages, or other protections necessary for that purpose at all times.
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i. All work must be performed at Contractor’s risk, and Contractor shall promptly repair or replace all damage and loss at its sole cost and expense regardless of the
reason or cause of the damage or loss; provided, however, should the damage or loss be
caused by an intentional or negligent act of the City, the risk of such loss shall be placed on the City. j. Contractor is responsible for any loss or damage to materials, tools, or other
articles used or held for use in the completion of performance of the Construction Project.
k. Contractor’s performance must be without damage or disruption to any other work or property of the City or of others and without interference with the operation of existing machinery or equipment.
l. Title to all work, materials, and equipment covered by any payment of Contractor’s compensation by City, whether directly incorporated into the Construction Project or not, passes to City at the time of payment, free and clear of all liens and encumbrances.
10. Delays and Extensions of Time: If Contractor’s performance of this Agreement is prevented or delayed by any unforeseen cause beyond the control of the Contractor, including acts or omissions of the City, Contractor shall, within ten (10) days of the commencement of any such delay, give the City written notice thereof. Further, Contractor shall, within ten (10) days of
the termination of such delay, give the City written notice of the total actual duration of the delay.
If the City is provided with these required notices and if the City determines that the cause of the delay was not foreseeable, was beyond the control of the Contractor, and was not a result of the fault or negligence of the Contractor, then the City will determine the total duration of the delay and extend the time for performance of the Agreement accordingly. Unless the delay is caused by
the intentional interference of the City with the Contractor’s performance, Contractor shall make
no claim for damages or any other claim other than for an extension of time as herein provided by reason of any delays. 11. Suspension:
a. The City may, by written notice to the Contractor and at its convenience for any reason, suspend the performance of all or any portion of the work to be performed on the Construction Project (“Notice of Suspension”). The Notice of Suspension shall set forth the time of suspension, if then known to the City. During the period of suspension,
Contractor shall use its best efforts to minimize costs associated with the suspension.
b. Upon Contractor’s receipt of any Notice of Suspension, unless the notice requires otherwise, Contractor shall: (1) immediately discontinue work on the date and to the extent specified in the Notice of Suspension; (2) place no further orders or subcontracts
for materials, services, or equipment; (3) promptly make every reasonable effort to obtain
suspension upon terms satisfactory to City of all orders, subcontracts, and rental agreements to the extent that they relate to the performance of the work suspended; and (4)
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continue to protect and maintain the Project, including those portions on which work has been suspended.
c. As compensation for the suspended work, Contractor will be reimbursed for the following costs, reasonably incurred, without duplication of any item, and to the extent that such costs directly resulted from the suspension: (1) a standby charge paid during the period of suspension which will be sufficient to compensate Contractor for keeping, to the
extent required in the Notice of Suspension, Contractor’s organization and equipment
committed to the Project in standby status; (2) all reasonably incurred costs for the demobilization of Contractor’s and subcontractor’s crews and equipment; (3) an equitable amount to reimburse Contractor for the cost to protect and maintain the Project during the period of suspension; and (4) an equitable adjustment in the cost of performing the
remaining portion of the work post-suspension if, as a direct result of the suspension, the
cost to Contractor of subsequently performing the remaining work on the Construction Project has increased or decreased. d. Upon receipt of written notice by the City to resume the suspended work
(“Notice to Resume Work”), Contractor shall immediately resume performance of the
suspended work as to the extent required in the Notice to Resume Work. Any claim by Contractor for time or compensation described in Section 11(c) shall be made within fifteen (15) days after receipt of the Notice to Resume Work and Contractor shall submit a revised Construction Schedule for the City’s review and approval. Contractor’s failure to timely
make such a claim shall result in a waiver of the claim.
e. No compensation described in Section 11(c) shall be paid and no extension of time to complete the Construction Project shall be granted if the suspension results from Contractor’s non-compliance with or breach of the terms or requirements of this
Agreement.
12. Termination for Contractor’s Fault: a. If Contractor refuses or fails to timely do the work, or any part thereof, or
fails to perform any of its obligations under this Agreement, or otherwise breaches any
terms or conditions of this Agreement, the City may, by written notice, terminate this Agreement and the Contractor’s right to proceed with all or any part of the Construction Project (“Termination Notice Due to Contractor’s Fault”). The City may then take over the Construction Project and complete it, either with its own resources or by re-letting the
contract to any other third party, and may immediately take possession of and use such
materials, appliances, tools, and equipment as may be on the site and which may be necessary for the completion of the Construction Project. b. In the event of a termination pursuant to this Section 12, Contractor shall be
entitled to payment only for those services Contractor actually rendered. In the case of a
lump sum or unit price contract, Contractor shall not be entitled to any further payment until the Construction Project has been completed. Upon completion of the Construction Project, if the unpaid balance of the Contractor’s compensation exceeds the cost to the City
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of completing the work, including all costs paid to any subcontractors or third parties retained by the City to complete the Construction Project and all administrative costs
resulting from the termination (“City’s Cost for Completion”), such excess shall be paid to
the Contractor. If the City’s Cost for Completion exceeds the unpaid balance of the Contractor’s compensation, then Contractor and its sureties shall be liable for and shall pay the difference, plus interest at the rate applicable to court judgments, to the City.
c. Any termination provided for by this Section 12 shall be in addition to any
other remedies to which the City may be entitled under the law or at equity. d. In the event of termination under this Section 12, Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination. 13. Termination for City’s Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease work on the Construction Project, the City may terminate this Agreement by written notice to Contractor (“Notice of Termination for City’s Convenience”). The termination shall be effective in the manner specified in the Notice of Termination for City’s Convenience and shall be without prejudice to any claims
that the City may otherwise have against Contractor.
b. Upon receipt of the Notice of Termination for City’s Convenience, unless otherwise directed in the Notice, the Contractor shall immediately cease work on the Construction Project, discontinue placing orders for materials, supplies, and equipment for
the Construction Project, and make every reasonable effort to cancel all existing orders or
contracts upon terms satisfactory to the City. Contractor shall do only such work as may be necessary to preserve, protect, and maintain work already completed, in progress, or in transit to the construction site.
c. In the event of a termination pursuant to this Section 13, Contractor is
entitled to payment only for those services Contractor actually rendered and materials actually purchased or which Contractor has made obligations to purchase on or before the receipt of the Notice of Termination for City’s Convenience, and reasonably incurred costs for demobilization of Contractor’s and any subcontractor’s crews. It is agreed that any
materials that City is obligated to purchase from Contractor will remain the City’s sole
property. d. The compensation described in Section 13(c) is the sole compensation due to Contractor for its performance of this Agreement. Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination.
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14. Limitation on Contractor’s Damages; Time for Asserting Claim:
a. In the event of a claim for damages by Contractor under this Agreement,
Contractor’s damages shall be limited to contract damages and Contractor hereby expressly waives any right to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature or kind.
b. In the event Contractor wants to assert a claim for damages of any kind or nature, Contractor shall provide City with written notice of its claim, the facts and circumstances surrounding and giving rise to the claim, and the total amount of damages sought by the claim, within ten (10) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim. 15. Representatives and Notices:
a. City’s Representative: The City’s Representative for the purpose of this
Agreement shall be Kevin Handelin, Solid Waste Superintendent, or such other individual as City shall designate in writing. Whenever approval or authorization from or communication or submission to City is required by this Agreement, such communication or submission shall be directed to the City’s Representative and approvals or authorizations
shall be issued only by such Representative; provided, however, that in exigent
circumstances when City’s Representative is not available, Contractor may direct its communication or submission to other designated City personnel or agents and may receive approvals or authorization from such persons.
b. Contractor’s Representative: The Contractor’s Representative for the
purpose of this Agreement shall be Eric Roset of Roset and Associates Inc. or such other individual as Contractor shall designate in writing. Whenever direction to or communication with Contractor is required by this Agreement, such direction or communication shall be directed to Contractor’s Representative; provided, however, that
in exigent circumstances when Contractor’s Representative is not available, City may
direct its direction or communication to other designated Contractor personnel or agents. c. Notices: All notices required by this Agreement shall be in writing and shall be provided to the Representatives named in this Section. Notices shall be
deemed given when delivered, if delivered by courier to Party’s address shown above
during normal business hours of the recipient; or when sent, if sent by email or fax (with a successful transmission report) to the email address or fax number provided by the Party’s Representative; or on the fifth business day following mailing, if mailed by ordinary mail to the address shown above, postage prepaid.
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Construction Agreement for SWD Facility Remodel/Addition FY2020-2021 Page 9 of 16
16. Locating Underground Facilities: Contractor shall be responsible for obtaining and determining the location of any underground facilities, including but not limited to, the
location of any pipelines or utility supply, delivery, or service lines in accordance with the
provisions of §69-4-501, et seq., Montana Code Annotated (MCA). Contractor shall make every effort to avoid damage to underground facilities and shall be solely responsible for any damage that may occur. If City personnel assume responsibility for locating any underground facilities, this fact shall be noted in writing prior to commencement of such location work.
17. Permits: Contractor shall provide all notices, comply with all applicable laws, ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman business license, and inspections from applicable governmental authorities, pay all fees and charges in connection therewith, and perform all surveys and locations necessary for the timely
completion of the Construction Project.
18. Ownership of Documents; Indemnification: All plans, designs, drawings, specifications, documents, sample results and data, in whatever medium or format, originated or prepared by or for Contractor in contemplation of, or in the course of, or as a result of this
Agreement or work on the Construction Project, shall be promptly furnished to the City (“City
Documents and Information”). All City Documents and Information shall be the exclusive property of the City and shall be deemed to be works-for-hire. Contractor hereby assigns all right, title, and interest in and to the City Documents and Information, including but not limited to, all copyright and patent rights in and to the City Documents and Information. Neither party grants to
the other any express or implied licenses under any patents, copyrights, trademarks, or other
intellectual property rights, except to the extent necessary to complete its obligations to the other under this Agreement. 19. Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers’
compensation laws, all environmental laws including, but not limited to, the generation and disposal of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and State building and electrical codes, the Americans with Disabilities Act, and all non-
discrimination, affirmative action, and utilization of minority and small business statutes and
regulations. 20. Nondiscrimination and Equal Pay: The Contractor agrees that all hiring by
Contractor of persons performing this Agreement shall be on the basis of merit and qualifications.
The Contractor will have a policy to provide equal employment opportunity in accordance with all
applicable state and federal anti-discrimination laws, regulations, and contracts. The Contractor
will not refuse employment to a person, bar a person from employment, or discriminate against a
person in compensation or in a term, condition, or privilege of employment because of race, color,
religion, creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual
orientation, gender identity, physical or mental disability, except when the reasonable demands of
the position require an age, physical or mental disability, marital status or sex distinction. The
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Contractor shall be subject to and comply with Title VI of the Civil Rights Act of 1964; Section
140, Title 2, United States Code, and all regulations promulgated thereunder.
Contractor represents it is, and for the term of this Agreement will be, in compliance with
the requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal
Pay Act). Contractor must report to the City any violations of the Montana Equal Pay Act that
Contractor has been found guilty of within 60 days of such finding for violations occurring during
the term of this Agreement.
Contractor shall require these nondiscrimination terms of its subcontractors providing
services under this Agreement.
21. Intoxicants; DOT Drug and Alcohol Regulations: Contractor shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs, upon the site of the Construction Project. Contractor acknowledges it is aware of and shall comply with its
responsibilities and obligations under the U.S. Department of Transportation (DOT) regulations
governing anti-drug and alcohol misuse prevention plans and related testing. City shall have the right to request proof of such compliance and Contractor shall be obligated to furnish such proof. The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for instructing its employees and agents in safe work practices. 22. Labor Relations:
a. In the event that, during the term of this Agreement and throughout the course of Contractor’s performance of the Construction Project, any labor problems or disputes of any type arise or materialize which in turn cause any work on the Construction Project to cease for any period of time, Contractor specifically agrees to take immediate
steps, at its own expense and without expectation of reimbursement from City, to alleviate
or resolve all such labor problems or disputes. The specific steps Contractor shall take to resume work on the Construction Project shall be left to the discretion of Contractor; provided, however, that Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief to the City so as to permit the work on the
Construction Project to resume and be completed within the time frames set forth in the
Construction Schedule at no additional cost to City. b. Contractor shall indemnify, defend, and hold the City harmless from any and all claims, demands, costs, expenses, damages, and liabilities arising out of, resulting
from, or occurring in connection with any labor problems or disputes or any delays or
stoppages of work associated with such problems or disputes.
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23. Subcontractors:
a. Contractor may employ subcontractors for any work on the Construction
Project. Contractor shall provide City with a list of all subcontractors employed. b. Contractor remains fully responsible for the acts and omissions of any subcontractor, just as Contractor is for its own acts and omissions, and Contractor shall
remain fully responsible and liable for the timely completion of the Construction Project.
c. Contractor is solely liable for any and all payments to subcontractors. Contractor shall hold all payments received from the City in trust for the benefit of subcontractors, and all such payments shall be used to satisfy obligations of the
Construction Project before being used for any other purpose. Contractor shall make any
payments due to any subcontractor within seven (7) days of Contractor’s receipt of payment, including a proportional part of the retainage Contractor has received from the City. In the event of a dispute regarding any subcontractor’s invoice, Contractor shall promptly pay the undisputed amount to the subcontractor and notify the subcontractor in
writing of the amount in dispute and the reasons for the dispute. Any withholding of
payment must comply with the requirements of §28-2-2103, MCA. In the event Contractor is unwilling or unable to make timely and proper payment to any subcontractor, City may elect to withhold any payment otherwise due to Contractor and upon seven (7) days’ written notice to Contractor, may pay subcontractor by direct or joint payment.
24. Indebtedness and Liens: Before City may make any final payment to Contractor, Contractor shall furnish City with satisfactory proof that there are no outstanding debts or liens in connection with the Construction Project. If the Contractor allows any indebtedness to accrue to subcontractors or others during the progress of the work, and fails to pay or discharge the same
within five (5) days after demand, then City may either withhold any money due to Contractor
until such indebtedness is paid or apply the same towards the discharge of the indebtedness. If any lien or claim is filed or made by any subcontractor, material supplier, or any other person, the Contractor shall immediately notify the City and shall cause the same to be discharged of record within thirty (30) days after its filing.
25. Hazard Communication: Contractor shall comply with all hazard communication requirements dictated by the Environmental Protection Agency, the Montana Department of Agriculture, OSHA, Hazard Communications Standard, 29 CFR 1910.1200, and applicable City ordinances. Contractor shall supply a chemical list, the associated material safety data sheets
(MSDS), and other pertinent health exposure data for chemicals that the Contractor’s,
subcontractor’s or the City’s employees may be exposed to while working on City property during the course of the Construction Project. One copy of this documentation must be delivered to City to the attention of the City’s Representative. This documentation must be delivered before work involving these chemicals may commence.
26. Accounts and Records: During the term of this Agreement and for two (2) years following the City’s final acceptance of the Construction Project, Contractor shall maintain accounts and records related to the Construction Project. Upon reasonable notice, City shall have
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Construction Agreement for SWD Facility Remodel/Addition FY2020-2021 Page 12 of 16
the right to inspect all such accounts and records, including but not limited to, Contractor’s records, books, correspondence, instructions, drawings, specifications, field and site notes, receipts,
invoices, bills, contracts, or other documents relating to the Construction Project.
27. Indemnification; Insurance; Bonds: a. Contractor agrees to release, defend, indemnify, and hold harmless the City,
its agents, representatives, employees, and officers (collectively referred to for purposes of
this Section as the City) from and against any and all claims, demands, actions, fees and costs (including attorney’s fees and the costs and fees of and expert witness and consultants), losses, expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or damages of whatever kind or nature connected therewith and
without limit and without regard to the cause or causes thereof or the negligence of any
party or parties that may be asserted against, recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii) any negligent, reckless, or intentional misconduct of any of the Contractor’s agents.
b. Such obligations shall not be construed to negate, abridge, or reduce other rights or obligations of indemnity that would otherwise exist. The indemnification obligations of this Section must not be construed to negate, abridge, or reduce any common-law or statutory rights of the indemnitee(s) which would otherwise exist as to
such indemnitee(s).
c. Contractor’s indemnity under this Section shall be without regard to and without any right to contribution from any insurance maintained by City.
d. Should the City be required to bring an action against the Contractor to assert its right to defense or indemnification under this Agreement or under the
Contractor’s applicable insurance policies required below the City shall be entitled to recover reasonable costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to indemnify the City for a claim(s) or any portion(s) thereof.
e. In the event of an action filed against the City resulting from the City’s performance under this Agreement, the City may elect to represent itself and incur all costs
and expenses of suit.
f. Contractor also waives any and all claims and recourse against the City, including the right of contribution for loss or damage to person or property arising from,
growing out of, or in any way connected with or incident to the performance of this
Agreement except “responsibility for [City’s] own fraud, for willful injury to the person or property of another, or for violation of law, whether willful or negligent” as per 28-2-702, MCA.
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g. These obligations shall survive termination of this Agreement and the services performed hereunder.
h. In addition to and independent from the above, Contractor shall at Contractor’s expense secure insurance coverage through an insurance company or companies duly licensed and authorized to conduct insurance business in Montana which
insures the liabilities and obligations specifically assumed by the Contractor in this Section.
The insurance coverage shall not contain any exclusion for liabilities specifically assumed by the Contractor in subsection (a) of this Section. The insurance shall cover and apply to all claims, demands, suits, damages, losses, and expenses that may be asserted or claimed against, recovered from, or suffered by the City without limit and without regard to the
cause therefore and which is acceptable to the City. Contractor shall furnish to the City an
accompanying certificate of insurance and accompanying endorsements in amounts not less than as shown below:
• Workers’ Compensation – not less than statutory limits;
• Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
• Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
• Products and Completed Operations – $1,000,000;
• Automobile Liability - $1,000,000 property damage/bodily injury; $2,000,000 annual aggregate (all owned, hired, non-owned vehicles);
• Builder’s Risk/Property Insurance at least as broad as that provided by the ISO special causes of loss form (CP10 30) naming at a minimum the City in an amount equal to greater of Contractor’s compensation or full replacement value of the work (covering at a minimum all work, buildings, materials and equipment, whether on site or in transit, loss due to fire, lightening, theft, vandalism,
malicious mischief, earthquake, collapse, debris removal, demolition occasioned by enforcement of laws, water damage, flood if site within a flood plain, repair or replacement costs, testing and start-up costs) on an all risk coverage basis. This insurance must include waivers of subrogation between the City and Contractor to the extent that damage to the Construction Project or City Hall is covered by other
insurance;
• Owner’s and Contractor’s Protective Liability: one policy designating the City (including its agents, representatives, employees, and officers) as the insured and another independent policy designated the City’s Representative (including its
consultants, consultants, agents and employees) as the insured on the declarations
with both policies covering: (i) operations performed by the Contractor under this Agreement for the City; and (ii) the City’s and City’s Representatives acts or omissions, including negligent acts, in connection with its general supervision of the work of the Contractor’s and its subcontractors - $1,000,000 per occurrence;
$2,000,000 aggregate;
• Contractual Liability Insurance (covering the Contractor’s indemnity obligations described in this Agreement) - $1,000,000 per occurrence $2,000,000 aggregate
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The amounts of insurance provided shall be exclusive of defense costs. The City of Bozeman shall be endorsed as an additional or named insured on a primary non-
contributory basis on both the Commercial General and Automobile Liability policies. The
insurance and required endorsements must be in a form suitable to City and shall include no less than a thirty (30) day notice of cancellation or non-renewal. Contractor shall notify City within two (2) business days of Contractor’s receipt of notice that any required insurance coverage will be terminated or Contractor’s decision to terminate any required
insurance coverage for any reason.
The City must approve all insurance coverage and endorsements prior to the Contractor commencing work.
i. Pursuant to the City’s authority provided for in 18-2-201(4), the Contractor
shall not be required to provide bonds as required by 18-2-201(1) under this Agreement. 28. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all appropriate employee withholdings. Contractor understands that all contractors or subcontractors
working on a publicly funded project are required to pay or have withheld from earnings a license
fee of one percent (1%) of the gross contract price if the gross contract price is Five Thousand Dollars ($5,000) or more. This license fee is paid to the Montana Department of Revenue. 29. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents, employees, or representatives shall be resolved first by negotiation between senior-level personnel from each party duly authorized to execute settlement agreements. Upon mutual agreement of the parties, the parties may invite an independent, disinterested mediator to
assist in the negotiated settlement discussions.
b. If the parties are unable to resolve the dispute within thirty (30) days from the date the dispute was first raised, then such dispute shall be resolved in a court of competent jurisdiction in compliance with the Applicable Law provisions of this
Agreement.
30. Survival: Contractor’s indemnification and warranty obligations shall survive the termination or expiration of this Agreement for the maximum period allowed under applicable law.
31. Headings: The headings used in this Agreement are for convenience only and are not be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to which they refer.
32. Waiver: A waiver by City of any default or breach by Contractor of any covenants,
terms, or conditions of this Agreement does not limit City’s right to enforce such covenants, terms, or conditions or to pursue City’s rights in the event of any subsequent default or breach.
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Construction Agreement for SWD Facility Remodel/Addition FY2020-2021 Page 15 of 16
33. Attorney’s Fees and Costs: In the event it becomes necessary for either Party to
retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice
required herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable
attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City
Attorney’s Office staff.
34. Severability: If any portion of this Agreement is held to be void or unenforceable, the balance thereof shall continue in effect.
35. Applicable Law: The parties agree that this Agreement is governed in all respects by the laws of the State of Montana. 36. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs, legal representatives, successors, and assigns of the parties.
37. Amendments: This Agreement may not be modified, amended, or changed in any respect except by a written document signed by all parties. 38. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or enforced by a third party. 38. Counterparts: This Agreement may be executed in counterparts, which together constitute one instrument.
39. Assignment: Contractor may not assign this Agreement in whole or in part without the prior written consent of the City. No assignment will relieve Contractor of its responsibility for the performance of the Agreement and the completion of the Construction Project. Contractor may not assign to any third party other than Contractor’s subcontractors on the Construction
Project, the right to receive monies due from City without the prior written consent of City.
40. Authority: Each party represents that it has full power and authority to enter into and perform this Agreement and the person signing this Agreement on behalf of each party has been properly authorized and empowered to sign this Agreement.
41. Independent Contractor: The parties agree and acknowledge that in the performance of this Agreement and the completion of the Construction Project, Contractor shall render services as an independent contractor and not as the agent, representative, subcontractor, or employee of the City. The parties further agree that all individuals and companies retained by
Contractor at all times will be considered the agents, employees, or independent contractors of Contractor and at no time will they be the employees, agents, or representatives of the City. 42. Integration: This Agreement and all Exhibits attached hereto constitute the entire agreement of the parties. Covenants or representations not contained therein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties
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Construction Agreement for SWD Facility Remodel/Addition FY2020-2021 Page 16 of 16
other than as set forth in this Agreement. All communications, either verbal or written, made prior to the date of this Agreement are hereby abrogated and withdrawn unless specifically made a part
of this Agreement by reference.
43. Consent to Electronic Signatures: The Parties have consented to execute this
Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act,
Title 30, Chapter 18, Part 1, MCA.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
IN WITNESS WHEREOF, Contractor and City have caused this Agreement to be executed, effective on the date written above, and intend to be legally bound thereby.
CITY OF BOZEMAN, MONTANA CONTRACTOR
By: _______________________________ By:
Jeff Mihelich, City Manager Print Name: Title:
APPROVED AS TO FORM:
By: _______________________________ Greg Sullivan, City Attorney
26
SCALE
PROJECT
SITE
MCI
L
HATT
AN ROADSTORY MILL ROADTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE 250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architect s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/21111 - COB SW Addition_CENTRAL_ REVIT 2020.rvt9/8/2022 3:23:34 PMPERMIT / BIDDINGAugust 26, 2022
G001
Cover Sheet
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
Author
Checker
PERMIT / BIDDING
GENERAL
G001
CIVIL
C101 GENERAL NOTES
C100 EXISTING SITE AND DEMOLITION PLAN
C300 OVERALL SITE PLAN
C301 GRADING AND DRAINAGE PLAN
C500 DETAILS
ARCHITECTURAL
A001 ARCHITECTURAL NOTES
A101 FLOOR PLAN
A102 ROOF PLAN
A201 BUILDING ELEVATIONS AND SECTIONS
STRUCTURAL
S000 GENERAL STRUCTURAL NOTES
S001 GENERAL STRUCTURAL NOTES
S002 SYMBOLS AND ABBREVIATIONS
S004 STATEMENT OF SPECIAL INSPECTIONS
S005 ROOF LOADING PLAN
S101 FOUNDATION/SLAB PLAN
S102 ROOF STRUCTURAL PLAN
S300 CONCRETE DETAILS
S400 FRAMING DETAILS
S500 SHEARWALL DETAILS
MECHANICAL
M001 MECHANICAL LEGEND & NOTES
M002 MECHANICAL SPECIFICATIONS
M003 MECHANICAL SCHEDULES & DETAILS
MD101 MECHANICAL DEMO PLAN
M101 MECHANICAL FLOOR PLAN
PLUMBING
P001 PLUMBING LEGEND & NOTES
P002 PLUMBING SPECIFICATIONS & DETAILS
P100 PLUMBING UNDERFLOOR PLAN
P101 PLUMBING FLOOR PLAN
ELECTRICAL
E001 ELECTRICAL LEGEND AND NOTES
E002 ELECTRICAL SPECIFICATIONS
E003 ELECTRICAL SPECIFICATIONS
E004 ELECTRICAL ON-LINES AND DETAILS
E005 ELECTRICAL SCHEDULES
E006 ELECTRICAL SCHEDULES
ED101 DEMOLITION POWER AND SIGNAL PLAN
ED102 DEMOLITION LIGHTING PLAN
E101 POWER AND SIGNAL PLAN
E102 LIGHTING PLAN
AUGUST 26, 2022
BUILDING PERMIT/BIDDING DRAWINGS
City of Bozeman -Solid Waste Facility
Office Remodel and Garage Addition
SHEET INDEX
OWNER
CITY OF BOZEMAN
121 N. ROUSE AVE.
BOZEMAN, MT 59715
406-582-2300
OWNER'S REPRESENTATIVE
KEVIN HANDELIN, SOLID WASTE DIVISION
2143 STORY MILL ROAD
BOZEMAN, MT 59715
406-587-7890
ARCHITECT
HENNEBERY EDDY ARCHITECTS -COMMA-Q STUDIO
109 N. ROUSE AVE.
BOZEMAN, MT 59715
406-585-1112
PRINCIPAL ARCHITECT
BEN LLOYD
blloyd@henneberyeddy.com
PROJECT ARCHITECT
SCOTT DEAN
sdean@henneberyeddy.com
ENGINEERING CONSULTANTS (ALL DISCIPLINES)
MORRISON-MAIRLE
2880 TECHNOLOGY BLVD. WEST
BOZEMAN, MT 59718
406-587-0721
CIVIL ENGINEER
CELINE SAUCIER
csaucier@m-m.net
STRUCTURAL ENGINEER
DAVID FRENCH
dfrench@m-m.net
MECHANICAL/PLUMBING ENGINEER
JOE HUGHES
jhughes@m-m.net
ELECTRICAL ENGINEER
RYAN MARONEY
rmaroney@m-m.net
PROJECT DIRECTORY
VICINITY MAP
NOT TO SCALE
BENJAMINE J.
LLOYD
O
DE A
SETTAOFMSILCENCR
N
TANCTT
HI
EBOZEMAN, MT
1678
A27
HY DLEGEND
EXISTING FIRE HYDRANT
EXISTING WATER VALVE
EXISTING SANITARY SEWER MANHOLE
EXISTING STORM DRAIN FACILITIES
EXISTING FIBER/TELEPHONE FACILITIES
EXISTING ELECTRICAL FACILITIES
EXISTING GAS FACILITIES
EXISTING TRAFFIC SIGN
EXISTING WELL
EXISTING CMP CULVERT
EXISTING RCP CULVERT
SD EXISTING STORM SEWER MAIN
S S EXISTING SAN SEWER MAIN
SS EXISTING SAN SEWER SERVICE
F EXISTING FIBER OPTIC
EXISTING UNDERGROUND POWEREE
EXISTING UNDERGROUND TELEPHONET
C C EXISTING UNDERGROUND CABLE
G G EXISTING GAS LINE
EXISTING OVERHEAD POWER
OHT EXISTING OVERHEAD TELEPHONE
PETRO PETRO EXISTING PETROLEUM LINE
W W EXISTING WATER MAIN
WS EXISTING WATER SERVICE
SD SD
RD RD
PROPOSED STORM DRAIN INLET
PROPOSED STORM DRAIN MANHOLE
PROPOSED STORM DRAIN
PROPOSED ROOF DRAIN
PROPOSED SAN SEWER CLEANOUTS
WS WS
UTIL UTIL
PROPOSED GRAVITY SAN SEWER SERVICE
PROPOSED DOMESTIC WATER SERVICE
PROPOSED UTILITY CONDUIT
SS SS
EXISTING BUILDING
EXISTING BUILDING ROOF
EXISTING CONCRETE
EXISTING CURB FACE
EXISTING CURB FLOWLINE
EXISTING TOP BACK OF CURB
EXISTING PARKING STRIPE
EXISTING ASPHALT
EXISTING GRAVEL EDGE
EXISTING SIDEWALK
PROPOSED BUILDING
PROPOSED CONCRETE
PROPOSED CURB FLOWLINE
PROPOSED TOP BACK OF CURB
PROPOSED PARKING STRIPE
PROPOSED ASPHALT
PROPOSED GRAVEL EDGE
PROPOSED SIDEWALK
GRAPHICAL SIDEWALK JOINT
PROPOSED ASPHALT GRADE BREAK
EXISTING MAJOR CONTOUR
EXISTING MINOR CONTOUR
4654
4653.50
PROPOSED MAJOR CONTOUR
PROPOSED MINOR CONTOUR
4656
4655.50PERFPERFPROPOSED PERFORATED DRAIN PIPE
PROPOSED IRRIGATION SLEEVE
PROPOSED PRESSURIZED SAN SEWER SERVICESS FM SS FM
FIRE FIRE PROPOSED FIRE SERVICE
ABDN ABANDON
AC ASPHALTIC CONCRETE, ALUMINUM CAP
ADA AMERICANS WITH DISABILITIES ACT
ADDL ADDITIONAL
ADJ ADJACENT, ADJUST
AFF ABOVE FINISHED FLOOR
ALT ALTERNATE
APPROX APPROXIMATE
ARCH ARCHITECTURE, ARCHITECTURAL
ARCP ARCHED REINFORCED CONCRETE PIPE
ASPH ASPHALT
AVG AVERAGE
BC BUILDING CORNER
BFF BELOW FINISHED FLOOR
BH BOREHOLE
BLDG BUILDING
BLK BLOCK
BM BENCHMARK
BRG BEARING
BW BOTTOM OF WALL
CHK CHECK
CI CAST IRON
CIPC CAST IN-PLACE CONCRETE
CIRC CIRCULAR
CL CENTERLINE
CMP CORRUGATED METAL PIPE
CMU CONCRETE MASONRY UNITS
CO CLEANOUT
COB CITY OF BOZEMAN
COMB COMBINATION
CONC CONCRETE
CONN CONNECT, CONNECTION
COORD COORDINATE
CP CONTROL POINT
CPP CORRUGATED PLASTIC PIPE
CSP CORRUGATED STEEL PIPE
CTR CENTER
CU CUBIC
CU FT, CF CUBIC FEET
CU IN CUBIC INCH
CULV CULVERT
CU YD CUBIC YARD
D & L D&L FOUNDRY AND SUPPLY
DBL DOUBLE
DI DUCTILE IRON, DRAIN INLET
DIA, Ø DIAMETER
DIM DIMENSION
DIR DIRECTION
DTL DETAIL
DWG DRAWING
E EAST
EA EACH, EDGE OF ASPHALT
EC EDGE OF CONCRETE
EG EDGE OF GRAVEL, EXISTING GROUND
EJIW EAST JORDAN IRON WORKS
EL, ELEV ELEVATION
ELEC ELECTRIC, ELECTRICAL
ENGR ENGINEER
EP EDGE OF PAVEMENT
EXC EXCAVATE
EX EXISTING
EXT EXTERIOR
FD FLOOR DRAIN
FDN FOUNDATION
FES FLARED END SECTION
FET FLARED END TERMINAL
FF FINISHED FLOOR
FG FINISHED GRADE
FHYD FIRE HYDRANT
FL FLOWLINE
FLR FLOOR
FT FOOT, FEET
FTG FOOTING
GA GAGE, GAUGE
GAL GALLON
GB GRADE BREAK
GFA GROSS FLOOR AREA
GND GROUND
GSP GALVANIZED STEEL PIPE
GVL GRAVEL
HC HANDICAP
HDPE HIGH DENSITY POLYETHYLENE
HORIZ HORIZONTAL
HP HIGH POINT
HT HEIGHT
HWY HIGHWAY
HYD HYDRANT
ID INSIDE DIAMETER
IE INVERT ELEVATION
IN INCH
INSUL INSULATE
INT INTERIOR
INV INVERT
LAT LATITUDE
LF LINEAR FEET
LONG LONGITUDE, LONGITUDINAL
LT LEFT
LVL LEVEL
MATL MATERIAL
MAX MAXIMUM
MDT MONTANA DEPARTMENT OF
TRANSPORTATION
MECH MECHANICAL
MFD MANUFACTURED
MFR MANUFACTURER
MH MANHOLE
MIN MINIMUM
MISC MISCELLANEOUS
N NORTH
NE NORTHEAST
NIC NOT IN CONTRACT
NOM NOMINAL
NTS NOT TO SCALE
NW NORTHWEST
OC ON CENTER
OD OUTSIDE DIAMETER
OHP OVERHEAD POWER
PC POINT OF CURVE
PI POINT OF INTERSECTION
PL PROPERTY LINE
PRELIM PRELIMINARY
PROP PROPERTY
PT POINT, POINT OF TANGENCY
PVC POLYVINYL CHLORIDE
PVMT PAVEMENT
RACET ROAD APPROACH CULVERT END
TERMINAL
R, RAD RADIUS
RC REINFORCED CONCRETE
RCP REINFORCED CONCRETE PIPE
RD ROAD, ROOF DRAIN
REF REFERENCE
REQD REQUIRED
RT RIGHT
R/W RIGHT-OF-WAY
S SOUTH
SAN SANITARY
SCH SCHEDULE
SD STORM DRAIN
SE SOUTHEAST
SEC SECTION
SPEC SPECIFICATION
SQ SQUARE
SQ FT, SF SQUARE FOOT
SQ IN SQUARE INCH
STA STATION
SS SANITARY SEWER
STD STANDARD
SVC SERVICE
SW SIDEWALK, SOUTHWEST
TB THRUST BLOCK
TBC TOP BACK OF CURB
TEMP TEMPORARY, TEMPERATURE
TOC TOP OF CONCRETE
TRANS TRANSITION
TW TOP OF WALL
TYP TYPICAL
UG UNDERGROUND
UTIL UTILITY
VERT VERTICAL
VOL VOLUME
VPD VEHICLES PER DAY
W WEST
W/WITH
W/O WITHOUT
WL WATERLINE
TR WATER
WSEL WATER SURFACE ELEVATION
WV WATER VALVE
XFMR TRANSFORMER
YD YARD
NOTE:
FOR ABBREVIATIONS NOT LISTED, CONTACT THE
ENGINEER.
ABBREVIATIONS
DETAIL AND SECTION DESIGNATION
A
-
X-X
SECTION (LETTER) OR
DETAIL (NUMERAL)
DESIGNATION
DRAWING NUMBER
(OR SAME DRAWING)
ON DRAWING WHERE SECTION
OR DETAIL IS TAKEN:
DRAWING NUMBER
WHERE SHOWN
ON DRAWING WHERE SECTION
OR DETAIL IS SHOWN:
DRAWING NUMBER(S)
WHERE TAKEN
GENERAL NOTES:
1.STANDARD SYMBOLS AND LINE TYPES ARE SHOWN IN THE LEGEND. SOME SYMBOLS OR LINE TYPES SHOWN MAY NOT BE SHOWN ON THE PLANS.
2.IN GENERAL, EXISTING STRUCTURES AND FACILITIES ARE NOTED AS "EXISTING" AND ARE SHOWN IN LIGHT LINE WEIGHTS OR AS SCREENED BACKGROUND. NEW STRUCTURES OR
FACILITIES ARE SHOWN IN HEAVY LINE WEIGHTS.
CONSTRUCTION NOTES:
1.ALL IMPROVEMENTS ON THIS PROJECT SHALL BE COMPLETED IN ACCORDANCE WITH THE MONTANA PUBLIC WORKS STANDARD SPECIFICATIONS, SIXTH EDITION DATED APRIL 2010
(MPWSS); THE CITY OF BOZEMAN MODIFICATIONS TO THE MPWSS; AND THE PROJECT SPECIFICATIONS.
2.CONTRACTOR SHALL COMPLY WITH ALL APPLICABLE DIVISION OF INDUSTRIAL REGULATIONS (OSHA) SAFETY STANDARDS. IF REQUESTED BY THE INSPECTOR, THE CONTRACTOR
SHALL PROVIDE PROOF OF A PERMIT FROM SAID DIVISION.
3.THE CONTRACTOR'S OPERATIONS SHALL BE CONFINED WITHIN THE PROJECT LIMITS. MATERIALS AND EQUIPMENT SHALL BE STORED ON THE PROJECT SITE WHERE APPROVED BY THE
OWNER. IT SHALL BE UNDERSTOOD THAT THE RESPONSIBILITY FOR PROTECTION AND SAFEKEEPING OF EQUIPMENT AND MATERIALS ON OR NEAR THE SITE WILL BE ENTIRELY THAT
OF THE CONTRACTOR AND THAT NO CLAIM SHALL BE MADE AGAINST THE OWNER BY REASON OF ANY ACT OF AN EMPLOYEE OR TRESPASSER.
4.CONTRACTOR SHALL VERIFY EXISTING CONDITIONS PRIOR TO CONSTRUCTION. ANY DISCREPANCIES FOUND ARE TO BE BROUGHT TO THE ENGINEER'S ATTENTION PRIOR TO
COMMENCEMENT OR CONTINUATION OF CONSTRUCTION ACTIVITIES.
5.REFERENCE ALL SURVEY MONUMENTS, SECTION CORNERS, 1/4 CORNERS, AND PROPERTY CORNERS PRIOR TO BEING DISTURBED BY CONSTRUCTION. ANY MONUMENTS AND
CORNERS DISTURBED DURING CONSTRUCTION SHALL BE REPLACED BY A PROFESSIONAL LAND SURVEYOR (PLS) REGISTERED IN THE STATE OF MONTANA.
6.A PRE-CONSTRUCTION MEETING (AS REQUIRED) SHALL BE HELD WITH THE GENERAL CONTRACTOR, SITE SUBCONTRACTOR, CITY OF BOZEMAN, OWNER, AND MORRISON-MAIERLE, INC.
PRIOR TO THE START OF CONSTRUCTION.
7.THE CONTRACTOR SHALL NOTIFY THE ENGINEER AND THE CITY, COUNTY, AND/OR STATE INSPECTOR 48 HOURS PRIOR TO COMMENCING CONSTRUCTION AND 24 HOURS IN ADVANCE
OF SPECIFIC INSPECTION NEEDS DURING THE COURSE OF THE WORK. ALL WORK SHALL BE PERFORMED DURING NORMAL WORKING HOURS AND SUBJECT TO THE AVAILABILITY OF AN
INSPECTOR AND APPROVED BY THE ENGINEER. THE CONTRACTOR WILL BE BILLED FOR SAID INSPECTION SERVICES AS PROVIDED IN THE MOST RECENTLY ADOPTED FEES FOR SUCH
SERVICES.
8.THE CONTRACTOR SHALL PERFORM ALL CONSTRUCTION ACTIVITIES IN A MANNER TO MINIMIZE INCONVENIENCE TO THE ADJACENT BUSINESSES.
9.THE CONTRACTOR SHALL BE RESPONSIBLE FOR PROTECTING ALL PUBLIC AND PRIVATE PROPERTY INSOFAR AS IT MAY BE AFFECTED BY THESE OPERATIONS, ALL COSTS FOR
PROTECTING, REMOVING, AND RESTORING EXISTING IMPROVEMENTS SHALL BE BORNE SOLELY BY THE CONTRACTOR.
10.THE CONTRACTOR SHALL AT ALL TIMES TAKE WHATEVER MEASURES ARE NECESSARY TO ASSURE THE PROPER CONTAINMENT AND DISPOSAL OF POLLUTANTS ON THE SITE IN
ACCORDANCE WITH ANY AND ALL APPLICABLE LOCAL, STATE, AND FEDERAL REGULATIONS.
11.THE CONTRACTOR SHALL IMMEDIATELY CLEAN UP ANY CONSTRUCTION MATERIALS INADVERTENTLY DEPOSITED ON EXISTING STREETS, SIDEWALKS, OR OTHER PUBLIC
RIGHTS-OF-WAY AND MAKE SURE STREETS AND WALKWAYS ARE CLEANED AT THE END OF EACH WORKING DAY.
12.CONSTRUCTION WORK ZONE TRAFFIC SIGNS SHALL BE FURNISHED, INSTALLED, AND MAINTAINED IN ACCORDANCE WITH APPLICABLE REQUIREMENTS OF THE REGULATORY AGENCIES
HAVING JURISDICTION. A TRAFFIC CONTROL PLAN, PREPARED BY THE CONTRACTOR, MAY BE REQUIRED BY THE CITY OR STATE. "CONSTRUCTION AHEAD" WARNING SIGNS ARE TO TO
BE INSTALLED ALONG ADJACENT ROADS OR DRIVEWAYS. FLASHERS WITH CAUTION TAPE ARE TO BE INSTALLED WHERE ANY CONSTRUCTION ACTIVITY CROSSES A SIDEWALK OR
PEDESTRIAN PATH IN ACCORDANCE WITH THE SPECIFICATIONS AND ANY OR ALL LOCAL REGULATIONS.
13.AREAS ON THE SITE TO BE GRADED SHALL BE CLEARED AND GRUBBED OF ALL VEGETATION AND DEBRIS. THESE MATERIALS SHALL BE REMOVED FROM THE SITE BY THE
CONTRACTOR.
14.SURFACE SOILS WITHIN THE PROJECT LIMITS CONTAINING ROOTS AND ORGANIC MATTER SHALL BE STRIPPED DOWN AND STOCKPILED OR DISCARDED AS DIRECTED BY THE OWNER
OR ENGINEER. DEEPER STRIPPING WHERE REQUIRED TO REMOVE WEAK SOILS OR ACCUMULATIONS OR ORGANIC MATTER, SHALL BE PERFORMED WHEN DETERMINED BY THE
ENGINEER OR OWNER'S AUTHORIZED REPRESENTATIVE. STRIPPING SHALL BE REMOVED FROM THE SITE OR STOCKPILED AT A LOCATION DESIGNATED BY THE OWNER.
15.THE GROUND SURFACE EXPOSED BY STRIPPING SHALL BE SCARIFIED TO A MINIMUM DEPTH OF EIGHT INCHES (8"), MOISTURE CONDITIONED TO THE PROPER MOISTURE CONTENT FOR
COMPACTION, AND COMPACTED AS REQUIRED FOR COMPACTED FILL. RECOMPACTION SHALL BE APPROVED BY THE ENGINEER PRIOR TO PLACING FILL.
16.NO STOPPING, PARKING, OR STORING OF CONSTRUCTION MATERIALS IN THE PUBLIC STREETS /ROADS, RIGHTS-OF-WAY, OR ANY DRIVEWAY IS ALLOWED.
17.THE CONTRACTOR SHALL RESTORE ALL ROADWAY SURFACES TO EQUAL OR BETTER CONDITION THAN EXISTED PRIOR TO EXCAVATION AS DETERMINED BY AGENCY, OWNER, AND/OR
ENGINEER.
18.ASPHALT AND CONCRETE SHALL BE SAW CUT OR NEAT CUT AS APPROVED BY THE ENGINEER.
19.THE CONTRACTOR SHALL UTILIZE COMPACTION EQUIPMENT SUITABLE FOR THE SOIL TYPES AND SURFACE MATERIALS ENCOUNTERED ON THE PROJECT.
20.SUBGRADE, SUB-BASE, BASE, AND SURFACE COURSE COMPACTION SHALL CONFORM TO ALL APPLICABLE SPECIFICATIONS NOTED IN THE MPWSS; CITY OF BOZEMAN MODIFICATIONS
TO THE MPWSS AND THE GEOTECHNICAL SUMMARY BY ALLIED ENGINEERING DATED MARCH 12, 2018.
21.CONCRETE SHALL BE CLASS M-4000 UNLESS OTHERWISE SPECIFIED.
22.CONTRACTION JOINTS SHALL BE CONSTRUCTED BY SAWING OR SCORING. WHEN SCORING, A TOOL SHALL BE USED THAT WILL LEAVE CORNERS ROUNDED AND TO DESTROY
AGGREGATE INTERLOCK FOR SPECIFIED MINIMUM DEPTH.
23.GRADE ELEVATIONS INDICATED BY "XX.XX" ON PLANS ARE +4700' TO PROJECT DATUM.
24.SIDE SLOPES FROM DRIVE AND PARKING AREAS SHALL BE 4:1 MAX UNLESS OTHERWISE SPECIFIED.
25.CONTRACTOR IS RESPONSIBLE FOR VERIFYING THAT THERE IS A CONSTRUCTION PERMIT APPROVED BY THE MONTANA DEPARTMENT OF ENVIRONMENTAL QUALITY (MDEQ) OR LOCAL
GOVERNING AGENCY AS APPROPRIATE FOR THE CONTROL OF STORM WATER RUNOFF. IF THERE IS NOT AN APPROVED PERMIT, THE CONTRACTOR SHALL BE RESPONSIBLE FOR
OBTAINING THE NECESSARY APPROVALS FROM MDEQ OR THE LOCAL GOVERNING AGENCY.
26.CONTRACTOR IS RESPONSIBLE FOR PROJECT DUST CONTROL.
27.ACCESSIBLE ROUTES SHALL HAVE A MAXIMUM. RUNNING SLOPE OF 5%.
28.IF THE CONTRACTOR ELECTS TO PERFORM CONSTRUCTION UTILIZING A COMPUTERIZED GRADE CONTROL SYSTEM FOR GRADING (SUBGRADE, SUB-BASE, BASE COURSE, OR FINISH
SURFACES), INSTALLING CURB AND GUTTER, INSTALLING PUBLIC AND/OR PRIVATE UTILITIES, CURB AND GUTTER, ETC., THE CONTRACTOR IS RESPONSIBLE FOR DEVELOPING THEIR
OWN MACHINE CONTROL FILES. THE CONTRACT MAY CREATE THIS DATA FROM (A) INFORMATION PROVIDED ON THE ROADWAY PLANS IN THE CONTRACT DOCUMENTS; OR (B)
SUPPLEMENTAL CAD INFORMATION PROVIDED BY THE ENGINEER. SUPPLEMENTAL CAD INFORMATION PROVIDED BY THE ENGINEER SHALL BE LIMITED TO THE FOLLOWING DATA
TYPES: (1) AUTOCAD CIVIL 3D CORRIDOR FILE ; OR (2) XML SURFACE (DERIVED FROM AUTOCAD CIVIL 3D). THE ENGINEER SHALL NOT BE RESPONSIBLE FOR ANY IMPROPER USE OF THIS
INFORMATION OR MODIFICATIONS MADE THERETO. ANY ERRORS OR OMISSIONS SHOULD BE BROUGHT TO THE ENGINEER'S ATTENTION TO ADDRESS PRIOR TO BEGINNING
CONSTRUCTION. THE CONTRACTOR SHALL SIGN AN ELECTRONIC RELEASE WHEN REQUESTING SUPPLEMENTAL CAD INFORMATION AND SHALL RECOGNIZE THE THE PRINTED PLANS
AND SPECIFICATIONS AND INFORMATION FOUND THEREIN ARE THE CONTRACT DOCUMENTS, AND AS SUCH, THEY GOVERN OVER ANY CAD INFORMATION PROVIDED.
GENERAL UTILITY NOTES:
1.THE LOCATION, DEPTH, AND SIZE OF EXISTING UTILITIES SHOWN ON THESE PLANS IS APPROXIMATE. THE CONTRACTOR SHALL FIELD VERIFY THE EXISTENCE,
LOCATION, DEPTH, SIZE, LINE, AND GRADE OF EXISTING UTILITY CONNECTIONS PRIOR TO CONSTRUCTION. THE CONTRACTOR SHALL BE SOLELY RESPONSIBLE FOR
ANY DAMAGE TO THE EXISTING FACILITIES DUE TO FAILURE TO LOCATE OR PROVIDE PROPER PROTECTION WHEN LOCATION IS KNOWN.
2.LOCATION OF SITE UTILITIES SHALL BE VERIFIED BY GENERAL CONTRACTOR AND THE UTILITY COMPANY PROVIDING SERVICE. ANY PROPOSED ADJUSTMENTS TO DRY
UTILITY LOCATION SHALL BE COORDINATED WITH UTILITY COMPANIES.
3.PRIOR TO SUBMITTING PIPING DRAWINGS FOR ANY NEW PIPE THAT IS TO CONNECT TO AN EXISTING PIPE OR STRUCTURE, THE CONTRACTOR SHALL EXPOSE THE
EXISTING PIPE OR STRUCTURE TO VERIFY ITS EXACT LOCATION, SIZE, MATERIALS, INVERT ELEVATIONS, AND GRADE.
4.THE CONTRACTOR SHALL NOTIFY THE MONTANA ONE CALL CENTER @ 811 OR (800) 551-8344 FOR ON-SITE UTILITY LOCATION. ALL KNOWN EXISTING UTILITIES SHALL
BE MARKED BEFORE DIGGING.
5.SITE TO BE ROUGH GRADED PRIOR TO INSTALLATION OF UTILITIES TO ASSURE 6.5 FEET (78 INCHES) OF MINIMUM COVER ON BURIED WATER PIPING OR DEEPER AS
SPECIFIED. IF 6.5 FEET OF MINIMUM COVER CANNOT BE OBTAINED, INSULATION OF BURIED WATER PIPING MAY BE REQUIRED.
6.GENERAL CONTRACTOR SHALL HAVE APPROVAL OF ALL GOVERNING AGENCIES HAVING JURISDICTION OVER ANY UTILITY SYSTEM PRIOR TO INSTALLATION.
7.CONTRACTOR TO COORDINATE WITH CITY ENGINEER PRIOR TO CONNECTING TO EXISTING WATER LINES OWNED AND MAINTAINED BY THE CITY OF BOZEMAN.
8.ALL WATER VALVES OWNED AND OPERATED BY THE CITY OF BOZEMAN SHALL BE OPERATED BY CITY OF BOZEMAN PUBLIC WORKS DEPARTMENT PERSONNEL ONLY.
9.SEWER AND WATER CONNECTIONS SHALL BE PERFORMED BY A LICENSED PLUMBER.
10.GENERAL CONTRACTOR WILL BE RESPONSIBLE FOR ALL TAP AND TIE-IN FEES REQUIRED, AS WELL AS THE COST OF UNDERGROUND SERVICE CONNECTIONS TO THE
BUILDING.
11.ALL GRAVITY SANITARY SEWER PIPING SHALL BE SDR 35 PVC IN ACCORDANCE WITH ASTM D 3034, UNLESS OTHERWISE NOTED.
12.FIRE SERVICE PIPE MATERIAL SHALL BE CLASS 51 DUCTILE IRON MEETING AWWA C151.
13.DOMESTIC WATER SERVICE PIPE MATERIAL SHALL BE CLASS 51 DUCTILE IRON MEETING AWWA C151.
14.DIMENSIONS SHOWN ARE TO CENTERLINE OF PIPE OR FITTING.
15.THE PIPE GRADES SHOWN ARE CALCULATED FROM ACTUAL DISTANCES, EDGE-OF-MANHOLE TO EDGE-OF-MANHOLE FOR BOTH SANITARY SEWER AND STORM DRAIN
AS APPLICABLE. THE DISPLAYED PIPE LINEAL FEET REFLECTS THE DISTANCE FROM EDGE-OF-MANHOLE TO EDGE-OF-MANHOLE ON ALL GRAVITY PIPING.
16.LAY PIPE TO UNIFORM GRADE BETWEEN INDICATED ELEVATION POINTS.
17.SIZE OF FITTINGS SHOWN ON DRAWINGS SHALL CORRESPOND TO ADJACENT STRAIGHT RUN OF PIPE, UNLESS OTHERWISE INDICATED. TYPE OF JOINT AND FITTING
MATERIAL SHALL BE THE SAME AS SHOWN FOR ADJACENT STRAIGHT RUN OF PIPE.
18.THRUST BLOCKS ARE NOT GENERALLY SHOWN ON THE DRAWINGS. ALL FITTINGS, INCLUDING BENDS EQUAL TO OR GREATER THAN TWENTY-TWO AND ONE-HALF
DEGREES (22.5°), TEES, AND PLUGS, SHALL BE THRUST BLOCKED IN CONFORMANCE WITH MPWSS, CITY OF BOZEMAN MODIFICATIONS TO THE MPWSS, OR MUST HAVE
MECHANICALLY RESTRAINED JOINTS WHERE INDICATED ON THE PLANS.
19.ALL VALVES SHALL BE INSTALLED WITH THRUST BLOCKING AND VALVE BOXES IN ACCORDANCE WITH MPWSS AND CITY OF BOZEMAN STANDARDS.
20.VALVE BOXES ARE REQUIRED FOR ALL VALVES IN A BURIED SERVICE.
22.REFER TO BUILDING PLAN FOR LOCATION OF SEWER, DOMESTIC, FIRE, ROOF DRAIN (AS APPLICABLE), AND IRRIGATION CONNECTIONS.
23.GENERAL CONTRACTOR SHALL TRENCH FOR DRY UTILITIES (NATURAL GAS, POWER, CABLE, PHONE, ETC.). DRY UTILITIES ARE TO BE INSTALLED AS NOTED IN
AGREEMENT(S) WITH THE UTILITY COMPANY OR COMPANIES.
24.THE CONTRACTOR SHALL ADJUST ALL NEW AND EXISTING VALVE BOXES, CURB BOXES, AND MANHOLES TO FINAL GRADE UPON COMPLETION OF ALL CONSTRUCTION.
ANY BOXES OR MANHOLES DAMAGED OR OTHERWISE DISTURBED BY THE CONTRACTOR OR ANY SUBCONTRACTOR SHALL BE REPAIRED AT THE EXPENSE OF THE
CONTRACTOR. THIS WORK SHALL BE INCIDENTAL TO THE PROJECT. SEPARATE PAYMENT WILL NOT BE MADE.
ENTITY
POWER & GAS
PROJECT CONTACT LIST
FIRM OR AGENCY ADDRESS CONTACT PHONE & EMAIL
NORTHWESTERN ENERGY 121 EAST GRIFFIN
BOZEMAN, MT 59715 MATTHEW TILSTRA (406) 223-9730
matt.tilstra@northwestern.com
TELEPHONE CENTURYLINK 2707 WEST MAIN STREET
BOZEMAN, MT 59718 THOMAS MELLOR (406) 585-1909
thomas.mellor@centurylink.com
BROADBAND CABLE CHARTER
COMMUNICATIONS
511 WEST MENDENHALL STREET
BOZEMAN, MT 59715 ANDY MOLENDA (406) 586-1837
amolenda@cablevision.com
BROADBAND
FIBER OPTIC MONTANA OPTICOM 144 QUAIL RUN ROAD
BOZEMAN, MT 59718 TRENT FROST (406) 579-5224
tfrost@mt-opticom.com
CITY
ENGINEERING
CITY OF BOZEMAN
ENGINEERING DIVISION
20 EAST OLIVE STREET
BOZEMAN, MT 59715 MIKAELA SCHULTZ (406) 582-2388
mschultz@bozeman.net
CITY PLANNING
& ZONING
CITY OF BOZEMAN
PLANNING DEPARTMENT NAKEISHA LYON (406) 582-2963
nylon@bozeman.net
WATER &
SANITARY SEWER
CITY OF BOZEMAN
WATER & SEWER DIVISION
121 NORTH ROUSE AVENUE
BOZEMAN, MT 59715
JOHN ALSTON
(SUPERINTENDENT)
(406) 582-3203
jalston@bozeman.net
ENGINEER OF
CONTENT MORRISON-MAIERLE, INC.
2880 TECHNOLOGY BLVD W
PO BOX 1113
BOZEMAN, MT 59771-1113
CELINE SAUCIER, PE (406) 922-6822
csaucier@m-m.net
ENVIRONMENTAL MORRISON-MAIERLE, INC.
2880 TECHNOLOGY BLVD W
PO BOX 1113
BOZEMAN, MT 59771-1113
CHRISTINE PEARCY (406) 587-0721
cpearcy@m-m.net
20 EAST OLIVE STREET
BOZEMAN, MT 59715
CLIENT CITY OF BOZEMAN -
SOLID WASTE FACILITY
2143 STORY MILL RD
BOZEMAN, MT 59715 KEVIN HANDELIN (406) 582-3236
khandelin@bozeman.net
ARCHITECT HENNEBERY EDDY
ARCHITECTS
109 N ROUSE
BOZEMAN, MONTANA 59718 SCOTT DEAN (406) 624 5006
sdean@henneberyeddy.com
Copyright 2021 Hennebery Eddy Architects, Inc.100% CD SETSheet
Date
HEA ProMect no.
August 26, 2022
C010
GENERAL
NOTES
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman - Solid Waste
Facility
21 1111
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR CONSTRUCTION
Drawn by CMS
ChecNed by JAU
ReYisions
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E ddy
Architects
Permit/Bidding Drawings
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING.SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE.THIS GUIDANCE IS FOR REFERENCE ONLY.BLAC.DAR.GRAYLIGHTGRAYRECORD DRAWINGS
DISCLAIMER
THE INFORMATION SHOWN IN
THESE RECORD DRAWINGS
WAS DEVELOPED FROM
INFORMATION PROVIDED BY
THE GENERAL CONTRACTOR, IT
HAS NOT BEEN VERIFIED IN THE
FIELD, AND MAY NOT
ACCURATELY REFLECT ACTUAL
BUILT CONDITIONS.
No. 49499
CELINE M
PROFESSIONAL E N G IN EERM O N T AN
A
LICENSE D
SAUCIER
28
SSSS S47284727472947264730
47
3
047316.00'10205100SCALE IN FEETEXISTING BUILDINGAPPROXIMATELOCATION OF EXGREASE INTERCEPTOREXISTING GARAGEDOORSEXISTING GARAGEDOORSSAWCUT AND REMOVEEXISTING ASPHALTSAWCUT AND REMOVEEXISTING ASPHALTSAWCUT AND REMOVEEXISTING CURBAPPROXIMATELOCATION OF EXSEWER SERVICESAWCUT AND REMOVEEXISTING CURBCopyright 2021 Hennebery Eddy Architects, Inc.100% CD SET
Sheet Date HEA ProMect no.August 26, 2022C100EXISTINGSITE ANDDEMOLITIONPLANOffice Remodel andGarage Addition2143 Story Mill RdCity of Bozeman - Solid WasteFacility21 1111FOR PERMIT REVIEW ONLYREGULATORY COMMENTS WILLBE INCORPORATED PRIOR TOISSUANCE FOR CONSTRUCTIONDrawn by CMSChecNed by JAUReYisions 921 SW WASHINGTON STREET SUITE250PORTLAND OREGON 97205503 227 4860 TEL503 227 4920 FAXwww.henneberyeddy.comInc.HenneberyEddyArchitectsPermit/Bidding DrawingsTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING.SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE.THIS GUIDANCE IS FOR REFERENCE ONLY.BLAC.DAR.GRAYLIGHTGRAY
RECORD DRAWINGSDISCLAIMERTHE INFORMATION SHOWN INTHESE RECORD DRAWINGSWAS DEVELOPED FROMINFORMATION PROVIDED BYTHE GENERAL CONTRACTOR, ITHAS NOT BEEN VERIFIED IN THEFIELD, AND MAY NOTACCURATELY REFLECT ACTUALBUILT CONDITIONS.No. 49499CELINE MPROFESSIONALENGI
N
EER MONTANALICENSEDSAUCIER29
SSSSSSSSSSSSSSSSSSSSSSSSSSSSSS1103
4725.782
TC
SSSSS4728
4727
47294726
4730
4729
473058.12'
45.86'
29.27'
PROPOSED BUILDING
ADDITION
1.ALL IMPROVEMENTS ON THIS PROJECT SHALL BE COMPLETED IN ACCORDANCE WITH THE MONTANA
PUBLIC WORKS STANDARD SPECIFICATIONS, 6TH EDITION DATED APRIL 2010 (MPWSS); THE CITY OF
BELGRADE MODIFICATIONS TO THE MPWSS; AND THE PROJECT SPECIFICATIONS.
2.THE CONTRACTOR SHALL RESTORE ALL ROADWAY SURFACES TO EQUAL OR BETTER CONDITION
THAN EXISTED PRIOR TO EXCAVATION AS DETERMINED BY AGENCY, OWNER, AND/OR ENGINEER.
3.ASPHALT, CONCRETE CURB, AND SIDEWALK SHALL BE SAW CUT OR NEAT CUT AS APPROVED BY
AGENCY AND/OR ENGINEER.
4.SHEET C100 FOR FOR EXISTING CONDITIONS.
5.BASE COURSE AND SUBGRADE SHALL BE COMPACTED TO A MINIMUM OF 95% OF THE MAXIMUM DRY
DENSITY AS DETERMINED BY ASTM D 698.
6.CONSTRUCTION JOINTS SHALL BE PLACED AT TEN FOOT (10') INTERVALS ALONG TANGENT CURB
SECTIONS AND A MINIMUM OF 5.25' WITHIN THE RADIUS OF ANY CURVES, HAVING A MINIMUM DEPTH
OF THREE-QUARTER INCHES (3/4") AND WIDTH OF ONE-EIGHTH INCH (1/8").
7.ONE-HALF INCH (1/2") EXPANSION JOINT MATERIAL SHALL BE PLACED AT ALL PC'S, PT'S, CURB
RETURNS, AND AT NOT MORE THAN 300' INTERVALS. THE EXPANSION JOINT MATERIAL SHALL
EXTEND THROUGH THE FULL DEPTH OF CURB AND GUTTER.
8.NO CURB AND GUTTER SHALL BE PLACED WITHOUT A FINAL FORM INSPECTION BY THE OWNER,
THEIR AUTHORIZED REPRESENTATIVE, AND/OR THE CITY OF BOZEMAN (AS REQUIRED).
9.CONCRETE SHALL BE CLASS M-4000.
10.EXTEND CRUSHED BASE COURSE BEYOND THE BACK OF CURB A MINIMUM DISTANCE OF NINE
INCHES (9"). MINIMUM THICKNESS OF CRUSHED BASE COURSE BENEATH CURB AND GUTTER SHALL
BE SIX INCHES (6").
GENERAL NOTES:
PROPOSED ASPHALT
CONTRACTOR TO MATCH
EXISTING ASPHALT SECTION
PROPOSED CATCH
CURB AND GUTTER
5.00' PROPOSED
SIDEWALK
SEE 3/C500 FOR
DETAILS
121 LF OF 4" SEWER
SERVICE @ 14" PER FT
EXISTING
ASPHALT
4" SANITARY SEWER
SERVICE
INV: 4725.41
APPROXIMATE
INV INTO EX GREASE
INTERCEPTOR: 4722.74
PROPOSED CLEANOUT (TYP.)
SEE 2/C500 FOR DETAIL
PROPOSED WY TO
CONNECT TO EXISTING
SANITARY SERVICE
PROPOSED SPILL
CURB AND GUTTER
Copyright 2021 Hennebery Eddy Architects, Inc.100% CD SETSheet
Date
HEA ProMect no.
August 26, 2022
C300
OVERALL SITE
PLAN
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman - Solid Waste
Facility
21 1111
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR CONSTRUCTION
Drawn by CMS
ChecNed by JAU
ReYisions
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E ddy
Architects
Permit/Bidding Drawings
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING.SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE.THIS GUIDANCE IS FOR REFERENCE ONLY.BLAC.DAR.GRAYLIGHTGRAYRECORD DRAWINGS
DISCLAIMER
THE INFORMATION SHOWN IN
THESE RECORD DRAWINGS
WAS DEVELOPED FROM
INFORMATION PROVIDED BY
THE GENERAL CONTRACTOR, IT
HAS NOT BEEN VERIFIED IN THE
FIELD, AND MAY NOT
ACCURATELY REFLECT ACTUAL
BUILT CONDITIONS.
No. 49499
CELINE M
PROFESSIONAL E N G IN EERM O N T AN
A
LICENSE D
SAUCIER
30
SS SS SSSSSSSSSSSSSSSSSSSSSSSSSS11034725.782TCSSSS S47284727472947264730
4
7
2
9
47
3
0MEG 4730.08MEG 4730.27MEG 4730.30MEG 4730.34MEG 4730.30MEG 4730.10MEG 4729.90MEG 4729.80MEG 4729.71MEG 4730.00TA 4727.96MEG 4730.16MEG 4730.63TA 4730.89MEG 4731.40MEG 4731.04MEG 4730.99MEG 4730.88TC 4731.03TBC 4730.92TBC 4730.85-2.32%-6.81%-3.77%-1.22%TBC 4730.28TBC 4729.77TBC 4729.53TBC 4728.75MEG 4728.7747304729TA 4730.28TA 4728.95472
7
472
7
47284729
TA 4730.8910205100SCALE IN FEETPROPOSED BUILDINGADDITIONFFE = 4730.92PROPOSED TRENCH DRAIN -DOWNSPOUT TO CONNECTINTO TOP OF TRENCH DRAINGENERAL NOTES1.ALL WORK SHALL BE COMPLETED IN ACCORDANCE WITH MONTANA PUBLICWORKS STANDARD SPECIFICATIONS (MPWSS), SIXTH EDITION, AND CITY OFBOZEMAN MODIFICATIONS TO MPWSS, LATEST EDITION.2.LOCATIONS OF EXISTING OVERHEAD AND BURIED UTILITIES SHOWN ONTHIS DRAWING ARE APPROXIMATE, AND SHALL BE VERIFIED AND MARKEDUNDER THE DIRECTION OF THE CONTRACTOR PRIOR TO CONSTRUCTION.THE CONTRACTOR SHALL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TOEXISTING UTILITIES AND SHALL REPAIR ANY FACILITIES DAMAGED DURINGPERFORMANCE OF THE WORK.3.ALL ROOF/PATIO DRAINS SHALL CONNECT TO STORM DRAIN PIPING ON SITEAT 1.00% MIN. SLOPE. MINIMUM PIPE SIZE IS 6 INCH (5 FEET BEYONDBUILDING/PATIO WALL). USE SCH. 40 WITHIN 5 FEET OF BUILDING/PATIOWALL AND SDR 35 BEYOND. INSTALL CLEANOUTS AT 100-FOOT MAX.SPACING. COORDINATE PIPE LENGTHS AND LOCATIONS WITH THEARCHITECTURAL PLANS AS REQUIRED TO COLLECT ALL DOWNSPOUTS.CONNECT TO STORM DRAIN PIPE WITH WYE FITTING.4.SPOT ELEVATIONS ALONG CURB & GUTTER ARE TOP BACK OF CURB (TBC)ELEVATIONS FOR STANDARD (FULL HEIGHT) CURB, UNLESS INDICATEDOTHERWISE. CURB FLARES, FLUSH CURBS AND TRANSITIONS MAY ALSOINCLUDE EDGE OF GUTTER (EG) ELEVATIONS. TO OBTAIN EG ELEVATIONFOR STANDARD CURB SECTION, SUBTRACT 0.57' (SPILL CURB) OR 0.38'(CATCH CURB) FROM TBC ELEVATIONS ON PLAN.TCATCH CURBSPILL CURBTRANSITIONCURB (T)LEGENDPROPOSED CONTOUR (WHOLE)XXMATCH EXISTING GRADEMEGGRADE BREAKPREVIOUS BUILDINGADDITIONFFE = 4730.92ORIGINAL BUILDINGFFE = 4731.70TOP BACK OF CURBTBCTOP OF ASPHALTTACopyright 2021 Hennebery Eddy Architects, Inc.100% CD SET
Sheet Date HEA ProMect no.August 26, 2022C301GRADING ANDDRAINAGE PLANOffice Remodel andGarage Addition2143 Story Mill RdCity of Bozeman - Solid WasteFacility21 1111FOR PERMIT REVIEW ONLYREGULATORY COMMENTS WILLBE INCORPORATED PRIOR TOISSUANCE FOR CONSTRUCTIONDrawn by CMSChecNed by JAUReYisions 921 SW WASHINGTON STREET SUITE250PORTLAND OREGON 97205503 227 4860 TEL503 227 4920 FAXwww.henneberyeddy.comInc.HenneberyEddyArchitectsPermit/Bidding DrawingsTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING.SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE.THIS GUIDANCE IS FOR REFERENCE ONLY.BLAC.DAR.GRAYLIGHTGRAY
RECORD DRAWINGSDISCLAIMERTHE INFORMATION SHOWN INTHESE RECORD DRAWINGSWAS DEVELOPED FROMINFORMATION PROVIDED BYTHE GENERAL CONTRACTOR, ITHAS NOT BEEN VERIFIED IN THEFIELD, AND MAY NOTACCURATELY REFLECT ACTUALBUILT CONDITIONS.No. 49499CELINE MPROFESSIONALENGI
N
EER MONTANALICENSEDSAUCIER31
1/4" BELOW TOP OFNEW PAVEMENT SURFACE3'-0"(MIN)HEAVY DUTY MONUMENT BOX, SIMILARTO CAIRD ENG. NO. 50608-1PAVING & GRAVELAS REQUIREDSEAL JOINT WITH RAM-NEK8" x 3' ROUNDCONCRETE SLABSLIP HUB TO THREADED ADAPTERTHREADED PLUGFROSTEXPANSIONSLEEVECLEANOUT PIPE -4" Ø PVC45° BENDNON-SHRINKBACKFILLEND OFTRENCHVERIFY PIPESIZE PER PLANDIMENSIONSEND OF LINE CLEANOUT(IF REQUIRED) USE PLUGCOMPACTED SUBGRADESLOPE PER PLANCopyright 2021 Hennebery Eddy Architects, Inc.100% CD SET
Sheet Date HEA ProMect no.August 26, 2022C500DETAILSOffice Remodel andGarage Addition2143 Story Mill RdCity of Bozeman - Solid WasteFacility21 1111FOR PERMIT REVIEW ONLYREGULATORY COMMENTS WILLBE INCORPORATED PRIOR TOISSUANCE FOR CONSTRUCTIONDrawn by CMSChecNed by JAUReYisions 921 SW WASHINGTON STREET SUITE250PORTLAND OREGON 97205503 227 4860 TEL503 227 4920 FAXwww.henneberyeddy.comInc.HenneberyEddyArchitectsPermit/Bidding DrawingsTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING.SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE.THIS GUIDANCE IS FOR REFERENCE ONLY.BLAC.DAR.GRAYLIGHTGRAY
RECORD DRAWINGSDISCLAIMERTHE INFORMATION SHOWN INTHESE RECORD DRAWINGSWAS DEVELOPED FROMINFORMATION PROVIDED BYTHE GENERAL CONTRACTOR, ITHAS NOT BEEN VERIFIED IN THEFIELD, AND MAY NOTACCURATELY REFLECT ACTUALBUILT CONDITIONS.No. 49499CELINE MPROFESSIONALENGI
N
EER MONTANALICENSEDSAUCIER32
ROOM FINISH NOTES:
1. SEE SPECIFICATIONS FOR PRODUCTS.
2. NEW WALLS TO BE TAPED GWB, LEVEL 4 FINISH AND PAINTED. PAINT ALL CEILINGS IN REMODEL AREA.
3. PAINT ENTIRE CEILING AND STRUCTURE IN NEW GARAGE.
4. NEW 4" RUBBER BASE AT ALL WALLS OF ENTRY, OFFICE 1, OFFICE 2, E. CORRIDOR, AND STORAGE.
5. PATCH EXISTING WALLS AND CEILINGS AT AREAS OF WORK AS REQUIRED, PAINT.
6. ALL FLOORS IN REMODELED AREA AND NEW GARAGE TO BE CLEAR SEALED CONCRETE.
7. REPLACE CARPET AND TRANSITION STRIP AT RECEPTION AREA.
8. REPAINT EAST, WEST AND SOUTH WALL AND WALL BELOW SERVICE COUNTER AT RECEPTION.
DOOR SCHEDULE:
KEY DOOR SIZE DOOR TYPE GLAZING FRAME FIRE
01 3'-0" X 6'-8" X 1 3/4" HM FLUSH PANEL HALF-LITE HM
02 3'-0" X 6'-8" X 1 3/4" HM FLUSH PANEL HALF-LITE HM
03 3'-0" X 6'-8" X 1 3/4" HM FLUSH PANEL HALF-LITE HM
04 3'-0" X 6'-8" X 1 3/4" HM FLUSH PANEL QUARTER-LITE HM 90 MIN.
05 3'-0" X 6'-8" X 1 3/4" HM FLUSH PANEL QUARTER-LITE HM 90 MIN.
06 3'-0" X 6'-8" X 1 3/4" HM FLUSH PANEL HALF-LITE HM
07 3'-0" X 6'-8" X 1 3/4" HM FLUSH PANEL HALF-LITE HM
08 12' X 10' O.H. SECTIONAL 3 WINDOWS
09 12' X 10' O.H. SECTIONAL 3 WINDOWS
10 12' X 10' O.H. SECTIONAL 3 WINDOWS
NOTE:
SEE SPECIFICATIONS FOR MORE INFO
HARDWARE SCHEDULE LISTED IN SPECIFICATIONS.
CODE SUMMARY:
CONSTRUCTION TYPE:
VB
BUILDING OCCUPANCY: (601)
SEPARATED OCCUPANCIES B AND S-2
OCCUPANT LOAD: (1004.5)
B = 4,485 SF / 150 = 30
S-2 (GARAGE) = 2,600 SF / 200 = 13
S-2 (SHOP) = 12,600 SF / 63 = 76
AREA SEPARATION: (508.4)
B TO S-2 = 2H RATED SEPARATION
ALLOWABLE AREA: (506.2)
B= 9,000 SF ALLOWED
S-2 = 13,500 SF ALLOWED (FRONTAGE INCREASE .75 X 15,200 = 11,400 SF)
REQUIRED EXITS AND TRAVEL DISTANCE: (1006.2.1)
B = 1 EXITS REQUIRED FOR OCCUPANT LOAD , 50
100' MAX COMMON PATH OF EGRESS TRAVEL DISTANCE
S2 GARAGE = 1 EXIT REQURIED FOR OCCUPANT LOAD < 29
100' MAX COMMON PATH OF EGRESS TRAVEL DISTANCE
S2 SHOP = 2 EXITS REQUIRED FOR OCCUPANT LOAD > 29
100' MAX COMMON PATH OF EGRESS TRAVEL DISTANCE
GENERAL PROJECT AND CONSTRUCTION NOTES:
1. THE CONTRACTOR SHALL SCHEDULE AND COORDINATE ALL REQUIRED INSPECTIONS FROM THE APPROPRIATE
REGULATORY AGENCIES.
2. CONTRACTOR SUBMIT COPIES OF INPSECTION REPORTS FOR ALL REQUIRED INPSECTIONS TO THE ARCHITECT.
3. OBTAIN ALL PERMITS AND PAY ALL FEES REQUIRED BY LOCAL LAWS, ORDINANCES AND REGULATIONS PERTAINING TO THIS
WORK.
4. EXISTING BURIED UTILITY LINES OTHER THAN THOSE INDICATED IN THE DRAWINGS MAY EXIST ON THE SITE. THE
CONTRACTOR IS ADVISED TO PROCEED WITH CAUTION DURING ALL EXCAVATION WORK. MAKE ALL POSSIBLE
INVESTIGATIONS AS TO LOCATIONS OF UNMARKED LINES.
5. CONTRACTOR SHALL VERFIY ALL CONDITIONS IN THE FIELD COVERING OR AFFECTING THE WORK PRIOR TO SUBMITTING
BID OR BEGINNING WORK. OBTAIN AND VERIFY DIMENSIONS TO INSURE PROPER LOCATION WITH RESPECT TO EXISTING
BUILDINGS AND REPORT TO ARCHITECT AND ALL CONDITIONS WHICH MAY INTERFERE WITH OR OTHERWISE AFFECT
PROPER COMPLETION OF WORK.
6. THE CONTRACTOR SHALL COORDINATE WITH THE OWNER THE TEMPORARY RELOCATION OF ELEMENTS WHEN REQUIRED
FOR CONSTRUCTION ACTIVITIES THROUGHOUT THE CONSTRUCTION PHASES, TYPICAL.
7. THE CONTRACTOR SHALL LAYOUT THE WORK FROM THE DIMENSIONS SHOWN ON THE DRAWINGS AND SHALL BE
RESPONSIBLE FOR ALL MEASUREMENTS IN THE CONNECTION THEREWITH AND SHALL ADVISE THE ARCHITECT IN WRITING
OF ANY AND ALL DISCREPANCIES OR CONFLICTS PRIOR TO COMMENCING THE ACTUAL WORK. ALL WORK SHALL BE
CONSIDERED TO BE NEW WORK EXCEPT WHERE INDICATED TO BE EXISTING.
8. PROVDED AND MAINTAIN NECESSARY COVERINGS AND BOARDING TO PROECT EXISTING WORK AND FINISHES. UPON
COMPLETION, REMOVE ALL PROTECTION, CLEAN ALL EXPOSED SURFACES AND LEAVE ALL SPACES IN A CLEAN, ORDERLY
CONDITION AND BROOM SWEEP. THE CONTRACTOR SHALL BE HELD RESPONSIBLE FOR DAMAGE CAUSED BY IMPROPER
PROTECTION AND SHALL REPAIR ANY DAMAGE CAUSED, WITHOUT EXRA CHARGE TO THE OWNER.
9. PROVIDE TEMPORARY FENCING AND ENCLOSURES AROUND THE SITE FOR PROTECTION OF THE PUBLIC SAFETY.
10. THE CONTRACTOR SHALL INSTITUTE AND MAINTAIN SAFETY MEASURES AND PROVIDE ALL EQUIPMENT OR TEMPORARY
CONSTRUCTION TO SAFEGUARD ALL PERSONS AND PROPERTY AFFECTED BY HIS OPERATIONS.
11. THE CONTRACTOR SHALL FIELD VERIFY AND LOCATE THE PLACEMENT AND DEPTHS OF ALL EXISTING UTILITIES AND SITE
FEATURES PRIOR TO STARTING WORK.
12. THE CONTRACTOR SHALL BE RESPONSIBLE FOR THE REPAIR OF ALL DAMAGED SURFACES THAT OCCUR FROM
CONSTRUCTION ACTIVITIES TO MATCH EXISTING SURFACES IN KIND, TYPICAL.
13. THE CONTRACTOR SHALL BE RESPONSIBLE FOR ALL FIRE SAFEING AND JOINT SEALANTS OF BUILDING PENETRATIONS
THAT OCCUR FROM CONSTRUCTION ACTIVIES, TYP.
14. DRAWINGS SHALL NOT BE SCALED.
OUTLINE PRODUCT SPECIFICATIONS:
THESE OUTLINE SPECIFICATIONS ARE INTENDED TO IDENTIFY BASIS OF DESIGN PRODUCTS AND MATERIALS. PRODUCTS OF
EQUAL QUALITY MAY BE SUBSTITUTED. PROVIDE PRODUCT SUBMITTALS FOR ALL LISTED PRODUCTS AND RELATED
COMPONENTS AND ACCESSOREIS. ARCHITECT MAY REJECT PRODUCT IF DEEMED UNEQUAL (LESSER QUALITY) THAN THE BASIS
OF DESIGN. EXECUTION OF PRODUCT INSTALL SHALL FOLLOW INDUSTRY STANDARDS APPLICABLE TO THE PRODUCT.
DIVISION 05 -METALS
HANDRAILS
1. 1 1/2" SCHEDULE 40 PIPE
2. CONFIGURATION AND DIMENSIONS PER ARCHITECTURAL DRAWINGS
3. EMBED CONNECTION PER STRUCTURAL DRAWINGS
4. PAINT, COLOR TO BE SELECTED BY ARCHITECT
DIVISION 07 -THERMAL AND MOISTURE PROTECTION
WALL INSULATION
1. BATT INSULATION (WALLS)
A. OWENS CORNING PINK NEX GEN FIBERGLAS KRAFT FACED (OR EQUAL)
B. MIN. R VALUE PER DRAWINGS
2. RIGID INSULATION (ABOVE GRADE WALLS AND BELOW GRADE FND.)
A. OWENS CORNING FOAMULAR 250 (OR EQUAL)
B. MIN. R VALUE PER DRAWINGS
ROOFING SYSTEM (GAF GEORGIA PACIFIC, OR EQUAL)
1. MEMBRANE
A. GAF EVERGUARD TPO 45
B. ADHERED
2. COVER BOARD
A. GAF 1/2" DENSDECK ROOF BOARD
B. ADHERED
3. POLYISO TAPERED (ROOF)
A. GAF ENERGYGUARD TAPERED POLYISO
B. ADHERED
4. POLYSIO (ROOF)
A. GAF ENERGY GUARD POLYISO, 2 LAYERS, 4" TOTAL
B. MECHANICALLY FASTENED
METAL SIDING
1. SIDING
A. METAL SALES, EM15-126 (OR EQUAL)
B. 24 GA., CONCEALED FASTENERS
2. METAL FLASHING/TRIM
A. SUBMIT PROFILE DETAILS FOR ALL TYPICAL WALL TRIMS/FLASHINGS
B. 24 GA.
C.FOR FLASHING AND TRIM, COMPLY WITH PERFORMANCE
REQUIREMENTS, MANUFACTURER’S WRITTEN INSTALLATION
INSTRUCTIONS AND THE SMACNA “ARCHITECTURAL SHEET
METAL MANUAL.”PROVIDE CONCEALED FASTENERS WHERE
POSSIBLE, AND INSTALL UNITS TO TRUE LEVEL. INSTALL WORK
WITH LAPS, JOINTS AND SEAMS THAT WILL BE PERMANENTLY
WATERTIGHT.
3. PROVIDE COLOR CHART FOR SELCTION BY ARCHITECT
FLEXIBLE FLASHING
1. DUPONT FLASHING TAPE (OR EQUAL)
DIVISION 08 -OPENINGS
DOORS
1. CECO LEGION METAL DOORS, 18 GA. (OR EQUAL)
2. GLAZING AND FIRE RATINGS PER DOOR SCHEDULE
3. PAINT, COLOR BY ARCHITECT
DOOR FRAMES
1. CECO SERIES DQ/BQ
2. PAINT, COLOR BY ARCHITECT
WINDOWS
1. TUBELITE TU24000 THERML=BLOCK SERIES (OR EQUAL)
OVERHEAD DOORS
1. OVERHEAD DOOR COMPANY MODEL 593 (OR EQUAL)
A. ELECTRIC OPERATOR
B. INSULATED GLASS
C. COLOR BY ARCHITECT
DIVISION 09 -FINISHES
CARPET
1. SHAW CONTRACT, CARPET TILES
2. FLOOR ARCHITECTURE, 24" X 24"
3. COLOR TO BE SELECTED BY ARCHITECT
WALL BASE
1. JOHNSONITE TRADITIONAL VINYL 1/8", 4"
2. COLOR BY ARCHITECT
PAINT
1. INTERIOR PAINTS BY BENJAMIN MOORE, REGAL SELECT (OR EQUAL)
2. COLORS AND SHEENS BY ARCHITECT
DIVISION 10 -SPECIALTIES
FIRE EXTINGUISHER CABINETS
1. LARSEN'S FS 2712-RA (OR EQUAL)THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE 250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architect s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/21111 - COB SW Addition_CENTRAL_ REVIT 2020.rvt9/8/2022 3:13:34 PMPERMIT / BIDDINGAugust 26, 2022
A001
ARCHITECTURAL
NOTES
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
Author
Checker
PERMIT / BIDDING
BENJAMINE J.
LLOYD
O
DE A
SETTAOFMSILCENCR
N
TANCTT
HI
EBOZEMAN, MT
1678
A33
A2011
A201
2
1 4
G
E
B
A
32
5
A201
4
A201
C
D
Office 1 Office 2
StorageReception
W. Corridor E. Corridor
Garage
5
01 02
04
0503
06
07
Entry
NEW WINDOW, MATCH EXISTING
FRAME OUT FOR
ROOF DRAIN (X2)
(WRAP W/ GWB)
DEMO (E) DOOR, FRAME,
AND WALL. FINISH WALL
AND CLG. FLUSH. INSTALL
NEW VINYL FLOOR
TRANSITION AS REQ'D
DEMO OH DOORS (X3) AND EXTERIOR
SIDING FROM ENTIRE EAST FACE.
FRAME NEW MAN DOOR OPENINGS AS
AND INFILL REMAINING OPENINGS.
RELOCATE VENTS TO ROOF, SEE
ARCH. ROOF PLAN AND MECHANICAL.
(ALTERNATE)
24' - 0"
4' - 5" +/-
GENERAL FLOOR PLAN NOTES:
1. ALTERNATE BID: ALL CONSTRUCTION IDENTICAL TO BASE GARAGE. EXTEND
GARAGE TO BE 24' LARGER TO THE EAST. ADD ONE ADDITIONAL WINDOW (SEE
ELEVATION). SEE ENGINEER DRAWINGS FOR ADDITIONAL ALTERNATE BID INFO.
2. FASTEN TOP PLATE OF NEW OFFICE/STORAGE WALLS TO EXISTING ROOF
STRUCTURE. CUT AWAY EXISTING GWB CEILING AT ALL NEW WALL LOCATIONS
FOR DIRECT CONNECTION TO ROOF STRUCTURE. INSTALL BLOCKING BETWEEN
EXISTING ROOF STRUCTURE WHERE NEW WALL IS PARALLEL WITH ROOF JOISTS,
AS REQUIRED.
3. PROVIDE 3 NEW FIRE EXTINGUISHER CABINETS (SHOWN IN PLANS BUT
COORDINATE FINAL LOCATION WITH ARCHITECT).
16' - 10"25' - 11"7' - 1" +/-(FOUNDATION)48' - 0"NOTE:
SEE BUILDING SECTIONS FOR GARAGE WALL ASSEMBLIES
TYPICAL INTERIOR WALL PARTITIONS:
2X4 WOOD FRAMING
SOUND BATT INSULATION
5/8" GWB EA. SIDE
ALIGN E. CORRIDOR WALLS WITH W. CORRIDOR
12W X 10H
OH DOOR
A2013
6
A201
6
DEMO (E) TEMPORARY WALL
PARTITIONS, SHELVING AND
CARPET AT RECEPTION AREA
08
09
10
DN
ENTRY WALL ASSEMBLIES:
METAL SIDING
BUILDING WRAP
RIGID INSUL.
2X FRAMING
BATT INSULATION
VAPOR RETARDER
5/8" GWB
TAPE AND PAINT
DEMO METAL
SIDING FOR NEW
WALL FRAMING
AND GWB FINISH
SEE ELEVATION
FOR WINDOWS AT
NORTH WALL 4' - 1"
12W X 10H
OH DOOR
12W X 10H
OH DOOR
1 1/2" DIA. PIPE HANDRAIL
@ 36". VERT. POSTS WHERE
SHOWN. SEE STRUCT. FOR EMBED.
EXTEND RAIL TO WALL HOR. EXT.1' - 0"COLUMN,
PER STRUCT.
(COORDINATE PAINT
COLOR W/ ARCHITECT)
A2017Ramp ElevationA201 10
M. Locker
W. Locker
Ex. Off. 1 Ex. Off. 2 Ex. Off. 3
Conference
Sto.
Sto.Sto.
Shop
(FOUDATION)
54' - 0"
EXITEXIT
EXIT
EXIT
EXIT
EXIT
2 HR. SEPARATION -
2 LAYERS TYPE X GWB
EACH SIDE
FE
FE
CHANGE IN FLOOR
ELEVATION AT SHOP
2-HR 2-HR1:12 MAX10' - 0"1' - 6"4' - 8"
FE
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE 250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/21111 - COB SW Addition_CENTRAL_ REVIT 2020.rvt9/8/2022 3:13:34 PMPERMIT / BIDDINGAugust 26, 2022
A101
Floor Plan
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
SD
.
PERMIT / BIDDING
1/8" = 1'-0"1 Floor Plan
Reference
North
BENJAMINE J.
LLOYD
O
DE A
SETTAOFMSILCENCR
N
TANCTT
HI
EBOZEMAN, MT
1678
A34
5
A201
4
A201
6
A201
REMOVE EXISTING SOFFIT FOR
NEW ROOF AND ENTRY CEILING
CONFIGURATION.
REMOVE METAL ROOFING FOR INSTALLATION
OF NEW WALL. NEW MEMBRANE OVER COVER BOARD
AT ROOF INSIDE NEW PARAPET FRAMING.
ROOF ASSEMBLY (R-30 MIN.):
-EPDM ROOF (ADHERED)
-COVER BOARD (ADHERED)
-1/4"/FT. TAPERED INSULATION (ADHERED)
-2 LAYERS OF 2" POLYISO (4" TOTAL) MECH. ATTACHED
-SHEATHING (SEE STRUCT.)
OVERFLOW SCUPPER
(2 LOCATIONS)
SCUPPER (NO DOWNSPOUT AT
THIS ROOF. SIM. TO OTHER
ROOF SCUPPER) CRICKET AS
REQ'D TO DRAIN
NEW MEMBRANE ROOF(N) ATTIC VENT,
SEE MECH.
1/4" SLOPE 1/4" SLOPE
ROOF DRAIN (2 LOCATIONS).
COORDINATE LOCATION AND
DRAIN PIPE ROUTING W/ JOISTS
BELOW. SEE MECH.
1/4" SLOPE 1/4" SLOPE
METAL COPING,
SLOPE TO ROOF
NEW METAL FLASHING FROM
EXISTING ROOF OVER NEW
PARAPET
METAL COPING
VALLEYVALLEYRIDGENEW COPING TO
COVER EXISTING
AND NEW PARAPET
ALTERATE
(E) SNOW GUARDS
ROOF ASSEMBLY (R-30 MIN.):
-EPDM ROOF (ADHERED)
-COVER BOARD (ADHERED)
-1/4"/FT. TAPERED INSULATION (ADHERED)
-2 LAYERS OF 2" POLYISO (4" TOTAL) MECH. ATTACHED
-SHEATHING (SEE STRUCT.)VALLEYTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE 250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/21111 - COB SW Addition_CENTRAL_ REVIT 2020.rvt9/8/2022 3:13:34 PMPERMIT / BIDDINGAugust 26, 2022
A102
Roof Plan
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
SD
.
PERMIT / BIDDING
1/8" = 1'-0"1 Roof Plan
ALTERNATE TO
HAVE SIMILAR
DRAINAGE
PATTERN
BENJAMINE J.
LLOYD
O
DE A
SETTAOFMSILCENCR
N
TANCTT
HI
EBOZEMAN, MT
1678
A35
LIGHT X3, SEE ELEC.
METAL PARAPET CAP
VERT. METAL TRIM
2" WIDE REVEAL
METAL CORNER TRIM
12' X 10'
OH DOOR
METAL SIDING
METAL FLASHING OVER
FND. INSULATION
REMOVE TRANSLUCENT
PANEL, REPLACE WITH
SALVAGED MATCHING
PANEL
LIGHT, SEE ELEC.
3'-0" X 10'-0" ALUM.
STOREFRONT, 3 EQ. SPACES
VERTICAL METAL TRIM 2" WIDE
REVEAL, CENTER BETWEEN WINDOWS
METAL SIDING
TRIM BEYOND
(AT EXISTING PARAPET)
4" CORNER TRIM
ALTERNATE
4" CORNER TRIM
EXISTING METAL ROOF
EXISTING METAL ROOF
9' - 4"10' - 0"6' - 0"10' - 0"6' - 0"10' - 0"
PARAPET CAP
INSTALL NEW VINYL (LOW E) WINDOW TO MATCH EXISTING
AT LOCATION OF EXHAUST REMOVAL. PATCH/REWORK
METAL SIDING/FLASHING AS REQ'D.
PARAPET CAP
METAL SIDING
4" CORNER TRIM
METAL FLASHING
OVER FND . INSULATION
METAL FLASHING
OVER FND. INSULATION
(N) ROOF EXHAUST,
SEE MECH.
4
A201
WALL ASSEMBLY (EXISTING SIDE TO NEW):
-EXISTING WALL ASSEMBLY
-2X FRAMING (SEE STRUCTURAL)
-BATT INSULATION
-1 LAYERS 5/8" GWB, LEVEL 4 FINISH, PAINT.
NOTE:
ADD FIRE RATED GWB BETWEEN SHOP AND
NEW STORAGE (2 LAYERS AT STORAGE SIDE,
1 LAYER AT SHOP SIDE) FIRE CAULK ALL
JOINTS. LEVEL 4 FINISH, PAINT EA. SIDE.
EXTERIOR WALL ASSEMBLY:
-METAL SIDING
-AIR BARRIER
-RIGID CONT. INSUL.(R-7.5 MIN.)
-SHEATHING (PER STRUCT.)
-2X FRAMING (SEE STRUCT.)
-KRAFT FACED BATT INSUL. (R-13 MIN.)
-1 LAYER 5/8" GWB
ROOF ASSEMBLY,
SEE ROOF PLAN
(MEMBRANE IN GREEN)
BEAM, PER STRUCT.
(PAINT)
SLAB, PER STRUCT.
(SEAL)
METAL COPING
BEYOND
MEMBRANE AT
PARAPET BEYOND
CUSTOM 24 GA. METAL
FLASHING TO TRANSITION FROM
HIGH ROOF TO NEW PARAPET.
FIELD FABRICATE TO FIT.
ADD V-GROOVE TO STIFFEN
SIDEWALK PER
CIVIL
GWB RETURNS
AT WINDOWS.3' - 0"9' - 0"SHOP
TOP OF PARPET,
MATCH EXSITING
HEADER (PER STRUCT)
R-10 TO 24" MIN. BELOW
GRADE AGAINST FND. WALL,
METAL FLASHING OVER
EXPOSED INSULATION JOIST BEARING15' - 4 1/2"METAL COPING
GWB J-METAL
AT BASE OF WALL, TYP.
GARAGE
A201
8
A201
9
FLEXIBLE AND METAL
FLASHINGS AT WINDOW
5
A201
WALL ASSEMBLY (EXISTING SIDE TO NEW SIDE)
THIS IS A FIRE SEPARATION WALL:
-2 LAYERS 5/8" FIRE RATED GWB. LEVEL 4 FINISH
-INFILL FRAMING AT OLD OH DOORS
-2X WALL FRAMING
-BATT INSULATION
-2 LAYERS 5/8" FIRE RATED GWB (GARAGE SIDE)
LEVEL 4 FINISH, PAINT
-FIRE CAULKING AT ALL JOINTS AND GAPS
WALL ASSEMBLY (EXTERIOR WALLS):
-METAL SIDING
-AIR BARRIER
-CONT. INSULATION (R-?)
-SHEATHING (PER STRUCTURAL)
-2X FRAMING (SEE STRUCTURAL)
-BATT INSULATION (R-?)
-1 LAYERS 5/8" GWB. LEVEL 4 FINISH, PAINT.
Garage
ALTERNATE
3' - 0"PIPE HANDRAIL
CONC. RAMP
OH DOOR TRACKS
METAL COPING OVER
EXISTING
AND NEW PARAPET
NEW SIDING OVER BACK SIDE OF
EXISTING PERAPET.
NEW BASE FLASHING AT ROOF AS REQ'D ROOF ASSEMBLY,
SEE ROOF PLAN
(MEMBRANE IN GREEN)
METAL COPING
ASPHALT,
SEE CIVIL
VERT. REVEAL
LIGHT, SEE ELEC.
METAL SIDING
METAL CORNER TRIM
STEEL DOOR AND HM FRAME
METAL PARAPET CAP
NOTE:
WEST ELEVATION
SIMILAR
12' - 0"1' - 6"9' - 0"EXTERIOR WALL ASSEMBLY:
-METAL SIDING
-AIR BARRIER
-2" RIGID CONT. INSUL.(R-10.4 MIN.)
-SHEATHING (PER STRUCT.)
-2X FRAMING (SEE STRUCT.)
-BATT INSUL. (R-11 MIN.)
-1 LAYER 5/8" GWB
R-10 TO 24" BELOW GRADE
2' - 0"ROOF ASSEMBLY, SEE ROOF PLAN.
(MEMBRANE SHOWN IN GREEN)
INSTALL METAL TRANSITION
FLASHING AS REQ'D,
EXTEND NEW MEBRANE
BELOW METAL ROOF
MIN. 8"
METAL COPING
RESILIENT BASE,
BEYOND
THICKENED SLAB
PER STRUCT.
DEMO SOFFIT
AT NEW ENTRY
ROOF FRAMING, PER STRUCT.
GWB CEILING
3' - 0"1:12 MAX.
1' - 0"
1 1/2" DIA. PIPE
HANDRAIL, PAINTED
NEW SIDING AT
BACK SIDE OF
EXISTING PARAPET.
5/8" GWB
R-13 MIN. KRAFT
FACED BATT INSUL.
FND. AND SLAB, SEE STRUCT.
2X6 P.T. SILL W/
FOAM SILL SEAL
(SEE STRUCT. FOR HOLD DOWN)
J-METAL, CAULK TO CONC.
1/2" CHAMFER
METAL SIDING
(EM15-126 PROFILE BY
METAL SALES)
AIR WRAP
OVER INSUL.
R-10 MIN. CONT.
RIGID INSUL OVER FND
WALL TO 24" MIN.
BELOW GRADE
22 GA. GALV. METAL
FLASHING OVER FND.
INSUL.ABOVE GRADE
METAL DRIP
FLASHING, PER MANUF.
EXP. JOINT
PAVING,
SEE CIVIL
R-7.5 MIN. RIGID
CONT. INSUL.
NOTE:
BASE AT ENTRY SIM.
24 GA. SNAP LOCK
COPING SYSTEM
MEMBRANE FLASHING AS
REQ'D BY MANUF.
COVER BOARD SUBSTRATE
WRAP MEMBRANE
P.T. TOP PLATE
EXTEND BATT INSUL. AT PARAPET
(NO KRAFT FACE)4".METAL SIDING
(EM15-126 PROFILE
BY METAL SALES)
AIR WRAP
OVER INSUL.
R7.5 MIN. CONT.
RIGID INSUL.
PLYWOOD,
PER STRUCT.
WOOD PLATES,
PER STRUCT.
5/8" GWB. OVER
R-13 MIN. KRAFT FACED
BATT. INSUL
PLYWOOD SUBSTRATE, PER STRUCT.
NOTCH OUT GWB AROUND ALL JOISTS FOR
TIGHT FIT. CAULK.
ROOF ASSEMBLY
(SEE ROOF PLAN)THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE 250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/21111 - COB SW Addition_CENTRAL_ REVIT 2020.rvt9/8/2022 3:13:35 PMPERMIT / BIDDINGAugust 26, 2022
A201
Building Elevations
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
Author
Checker
PERMIT / BIDDING
1/8" = 1'-0"1 East Building Elevation
1/8" = 1'-0"2 North Building Elevation
1/8" = 1'-0"5 Building Section (looking east)
1/8" = 1'-0"4 Building Section (looking north)
1/8" = 1'-0"3 Elevation Entry side
1/8" = 1'-0"6 Building Section - Entry
1/4" = 1'-0"7 Ramp Elevation
1/8" = 1'-0"10 West Building Elevation
METAL PARAPET CAP
METAL CORNER TRIM
METAL CORNER TRIM
METAL SIDING
FLASHING TO
EXISTING ROOF
AS REQ'D
1 1/2" = 1'-0"8 Typ. Wall Base Detail
1 1/2" = 1'-0"9 Typ. Parapet
BENJAMINE J.
LLOYD
O
DE A
SETTAOFMSILCENCR
N
TANCTT
HI
EBOZEMAN, MT
1678
A36
GENERAL STRUCTURAL NOTES:
THESE DRAWINGS HAVE BEEN PREPARED SOLELY FOR USE IN THE CONSTRUCTION OF THE CITY OF
BOZEMAN SOLID WASTE FACILITY AT THE LOCATION OF 2143 STORY MILL RD. POSSESSION OF THESE
DRAWINGS DOES NOT GRANT A LICENSE TO CONSTRUCT OR FABRICATE THE WHOLE, OR PARTS OF THIS
PROJECT IN OTHER LOCATIONS.
STRUCTURAL DRAWINGS ARE A PORTION OF THE CONTRACT DOCUMENTS AND ARE INTENDED TO BE USED
WITH ARCHITECTURAL, MECHANICAL, ELECTRICAL, AND SITE CIVIL DRAWINGS. THE CONTRACTOR IS
RESPONSIBLE FOR COORDINATING THE REQUIREMENTS FROM THESE DRAWINGS INCLUDING BUT NOT
LIMITED TO DIMENSIONS, BLOCKOUTS, OPENINGS, SLEEVES, EMBEDDED ITEMS, ETC. INTO THEIR SHOP
DRAWINGS AND WORK. NOTIFY THE ARCHITECT/STRUCTURAL ENGINEER OF RECORD OF ANY
DISCREPANCIES OR IF ACTUAL CONDITIONS DIFFER FROM THOSE SHOWN OR NOTED.
THESE GENERAL NOTES SUPPLEMENT THE PROJECT SPECIFICATIONS. REFER TO THE PROJECT
SPECIFICATIONS FOR ADDITIONAL REQUIREMENTS. NOTES AND DETAILS ON THE STRUCTURAL DRAWINGS
SHALL TAKE PRECEDENCE OVER THE GENERAL NOTES AND TYPICAL DETAILS. WHERE NO DETAILS ARE
GIVEN, CONSTRUCTION SHALL BE AS SHOWN FOR SIMILAR WORK.
THE CONTRACTOR SHALL FURNISH THE PRODUCTS SPECIFIED ON THE DRAWINGS. SUBSTITUTIONS WILL BE
CONSIDERED ONLY IF THE CONTRACTOR PROVIDES DOCUMENTAION TO PROVE THE ALTERNATIVE EQUALS
OR EXCEEDS THE STRUCTURAL PERFORMANCE CHARACTERISTICS OF THE SPECIFIED PRODUCT.
CODE REQUIREMENTS:
ALL WORK SHALL BE IN STRICT COMPLIANCE WITH:
A. 2021 INTERNATIONAL BUILDING CODE (IBC) AS AMENDED BY THE STATE OF MONTANA
TEMPORARY CONDITIONS:
CONTRACTOR SHALL PROVIDE ALL NECESSARY TEMPORARY SUPPORT PRIOR TO COMPLETION OF VERTICAL
AND LATERAL LOAD SYSTEMS. MORRISON-MAIERLE HAS NOT BEEN RETAINED TO PROVIDE ANY SERVICES
RELATED TO JOB SITE SAFETY PRECAUTIONS, OR TO REVIEW THE MEANS, METHODS, TECHNIQUES,
SEQUENCES, OR PROCEDURES FOR THE CONTRACTOR TO PERFORM WORK. UNLESS WE ARE SPECIFICALLY
RETAINED AND COMPENSATED TO DO OTHERWISE, OUR WORK IS LIMITED TO THE FINAL DESIGN OF THE
WORK DESCRIBED ON OUR DRAWINGS FOR THIS PROJECT.
CONTRACTOR'S CONSTRUCTION AND/OR ERECTION SEQUENCES SHALL RECOGNIZE AND CONSIDER THE
EFFECTS OF THERMAL MOVEMENTS OF STRUCTURAL ELEMENTS DURING THE CONSTRUCTION PERIOD.
BASEMENT WALLS WHICH TIE TO UPPER SLABS SHALL NOT BE BACKFILLED UNTIL THE UPPER SLABS REACH
FULL STRENGTH UNLESS ADEQUATE BRACING IS PROVIDED AT THE TOP OF THE WALL.
EXISTING CONDITIONS:
EXISTING BUILDING/SITE DIMENSIONS AND ASSUMED CONDITIONS ARE TO BE VERIFIED IN THE FIELD AND ARE
THE RESPONSIBILITY OF THE CONTRACTOR. THE CONTRACTOR SHALL NOTIFY THE ARCHITECT/STRUCTURAL
ENGINEER OF RECORD OF ALL DISCREPANCIES WHICH REQUIRE A SIGNIFICANT CHANGE IN THE DESIGN
AND/OR CONSTRUCTION FROM THAT SHOWN ON THE DRAWINGS. IT IS ASSUMED THAT THE EXISTING
GARAGE FOUNDATION IS A THICKENED EDGE SLAB. THE DEPTH OF THE THICKENED EDGE IS UNKNOWN,
COORDINATE TRANSITION BETWEEN EXISTING AND NEW FOUNDATIONS/SLABS ONCE THE EXTENTS OF THE
EXISTING FOUNDATIONS IS KNOWN.
ASSUMED FUTURE CONSTRUCTION:
VERTICAL: NONE
HORIZONTAL: POTENTIAL GARAGE EXTENSION
DESIGN CRITERIA:
DESIGN IS BASED ON THE FOLLOWING LOADING FOR THE BASIS OF STRENGTH, PERFORMANCE, AND
SERVICEABILITY OF THE STRUCTURE:
STRUCTURAL OBSERVATIONS:
THE CONTRACTOR SHALL BE RESPONSIBLE FOR NOTIFYING THE ENGINEER OF RECORD A MINIMUM OF 24
HOURS IN ADVANCE OF REQUIRED OBSERVATION(S). CONTRACTOR SHALL PROVIDE SUFFICIENT NOTICE AND
ACCESS FOR THE OBSERVER. APPROVAL BY THE MUNICIPAL INSPECTOR DOES NOT PRECLUDE
OBSERVATIONS BY THE ENGINEER OF RECORD AND APPROVAL BY THE ENGINEER OF RECORD DOES NOT
PRECLUDE THE INSPECTION PROCESS BY THE MUNICIPAL INSPECTOR AND ANY OTHER CODE REQUIREMENTS
FOR INSPECTION.
UPON COMPLETION OF WORK THE STRUCTURAL OBSERVER SHALL SUBMIT A REPORT TO THE OWNER AND
BUILDING OFFICIAL ATTESTING TO THE VISUAL OBSERVATION MADE. THE REPORT SHALL IDENTIFY ANY
REPORTED DEFICIENCIES WHICH HAVE NOT BEEN RESOLVED.
STRUCTURAL OBSERVATIONS SHALL BE PERFORMED TO DOCUMENT GENERAL CONFORMANCE OF THE
STRUCTURAL DRAWINGS AND SPECIFICATIONS AT THE FOLLOWING STAGES:
• FOOTING REINFORCING
• PRIOR TO FIRST CONCRETE FOUNDATION MAT POUR
• PRIOR TO FIRST ELEVATED CONCRETE DECK POUR
• SUBSTANTIAL COMPLETION OF STRUCTURAL STEEL ERECTION
• PRIOR TO CONCRETE SHEARWALL POUR
• SUBSTANTIAL COMPLETION OF WOOD CONSTRUCTION
• PRIOR TO BEGINNING SHORCRETE OPERATIONS
• AT COMPLETION OF ROOF DIAPHRAGM FASTENING
• AS REQUIRED TO ADDRESS STRUCTURAL ISSUES
SUBMITTALS:
SHOP DRAWINGS SHALL BE SUBMITTED TO THE ARCHITECT PRIOR TO FABRICATION AND CONSTRUCTION OF
ALL STRUCTURAL PRODUCTS, INCLUDING THE FOLLOWING:
SHOP DRAWINGS SUBMITTALS SHALL BE SUBMITTED TO THE ARCHITECT PRIOR TO FABRICATION AND
CONSTRUCTION FOR ALL STRUCTURAL PRODUCTS DELIVERED TO THE PROJECT. IF THE SHOP DRAWINGS
DEVIATE FROM OR ADD TO THE DESIGN OF THE STRUCTURAL DRAWINGS, THEY SHALL BEAR THE SEAL AND
SIGNATURE OF A STRUCTURAL ENGINEER REGISTERED IN THE STATE WHERE THE PROJECT IS LOCATED. ANY
CHANGES TO THE STRUCTURAL DRAWINGS SHALL BE SUBMITTED TO THE ARCHITECT AND ARE SUBJECT TO
REVIEW AND ACCEPTANCE OF THE STRUCTURAL ENGINEER OF RECORD.
DEFERRED SUBMITTAL DESIGN DRAWINGS, SHOP DRAWINGS, AND CALCULATIONS FOR THE DESIGN AND
FABRICATION OF ITEMS THAT ARE DESIGNED BY OTHERS SHALL BEAR THE SEAL AND SIGNATURE OF A
STRUCTURAL ENGINEER REGISTERED IN THE STATE WHERE THE PROJECT IS LOCATED. THE DEFERRED
SUBMITTAL SHALL BE SUBMITTED TO THE ARCHITECT PRIOR TO FABRICATION AND ARE SUBJECT TO REVIEW
AND ACCEPTANCE OF THE STRUCTURAL ENGINEER FOR LOADS IMPOSED ON THE SUPPORTING STRUCTURE.
CALCULATIONS SHALL BE INCLUDED FOR ALL CONNECTIONS TO THE STRUCTURE, CONSIDERING LOCALIZED
EFFECTS ON STRUCTURAL ELEMENTS INDUCED BY THE CONNECTION LOADS. DESIGN SHALL BE BASED ON
THE REQUIREMENTS OF THE CODES AND DESIGN CRITERIA NOTED IN THESE GENERAL STRUCTURAL NOTES.
THE CONTRACTOR SHALL COORDINATE SEISMIC RESTRAINTS OF MECHANICAL, PLUMBING AND ELECTRICAL
EQUIPMENT, MACHINERY AND ASSOCIATED PIPING WITH THE STRUCTURE. CONNECTIONS TO STRUCTURE
SHALL BE DESIGNED BY AN ENGINEER REGISTERED IN THE STATE WHERE THE PROJECT IS LOCATED AND
SHALL BE SUBMITTED TO THE ARCHITECT PRIOR TO CONSTRUCTION.
FIELD ENGINEERED DETAILS DEVELOPED BY THE CONTRACTOR THAT DEVIATE FROM OR ADD TO THE
STRUCTURAL DRAWINGS SHALL BEAR THE SEAL AND SIGNATURE OF A STRUCTURAL ENGINEER REGISTERED
IN THE STATE WHERE THE PROJECT IS LOCATED AND SHALL BE SUBMITTED TO THE ARCHITECT PRIOR TO
CONSTRUCTION.
THE USE OF REPRODUCTIONS OR PHOTOCOPIES OF THE CONTRACT DOCUMENTS SHALL NOT BE PERMITTED.
WHEN CAD OR REVIT FILES ARE PROVIDED TO THE CONTRACTOR OR SUBCONTRACTORS, IT IS THE
RESPONSIBILITY OF THE DETAILERS TO REMOVE ALL INFORMATION NOT DIRECTLY RELEVANT TO THE
CREATION OF THE PLACING DRAWINGS AS WELL AS ALL REFERENCES TO THE OUTSIDE SOURCE FILES.
SUBMITTAL DOCUMENTS SHALL BE REVIEWED BY THE CONTRACTOR PRIOR TO BEING SUBMITTED TO THE
ARCHITECT FOR REVIEW.
THE CONTRACTOR SHALL BE RESPONSIBLE FOR PROVIDING THE REVIEWED SUBMITTAL TO THE BUILDING
DEPARTMENT FOR DEFERRED PERMIT APPLICATION. THE DEFERRED SUBMITTAL ITEMS SHALL NOT BE
INSTALLED UNTIL THEIR DESIGN AND SUBMITTAL DOCUMENTS HAVE BEEN APPROVED BY THE BUILDING
OFFICIAL.
GENERAL:
STABILITY OF CONSTRUCTION EXCAVATION AND WORKER SAFETY ARE THE RESPONSIBILITY OF THE
CONTRACTOR. BASED UPON THE GEOTECHNICAL REPORT, TEMPORARY CONSTRUCTION EXCAVATIONS,
ABOVE GROUNDWATER, TO BE PLANNED IN ACCORDANCE WITH OSHA PROVISIONS SHOULD ASSUME TYPE B
MATERIAL FOR STIFF CLAY, AND TYPE C MATERIAL FOR SAND.
DO NOT EXCAVATE CLOSER THAN 2:1 SLOPE BELOW FOOTING EXCAVATIONS.
ALL SLABS-ON-GRADE SHALL BEAR ON COMPACTED STRUCTURAL FILL OR COMPETENT NATIVE SOIL PER THE
GEOTECHNICAL REPORT. ALL MOISTURE SENSITIVE SLABS-ON-GRADE OR THOSE SUBJECT TO RECEIVE
MOISTURE SENSITIVE COATINGS OR COVERINGS SHALL BE PROVIDED WITH AN APPROPRIATE CAPILLARY
BREAK AND VAPOR BARRIER OR RETARDANT OVER THE SUBGRADE PREPARED AND INSTALLED AS NOTED IN
THE GEOTECHNICAL REPORT, BARRIER MANUFACTURER'S WRITTEN RECOMMENDATIONS AND COORDINATED
WITH THE FINISHES SPECIFIED BY THE ARCHITECT.
EARTHWORK:
CAST-IN-PLACE CONCRETE:
CONCRETE SHALL BE IN ACCORDANCE WITH ACI 301, SPECIFICATION FOR STRUCTURAL CONCRETE, AND ACI
117, SPECIFICATION FOR TOLERANCES FOR CONCRETE CONSTRUCTION AND MATERIALS, UNLESS NOTED
OTHERWISE.
AVERAGE CONCRETE STRENGTH DETERMINED BY JOB CAST LAB CURED CYLINDER TO BE AS INDICATED
BELOW PLUS INCREASE DEPENDING ON THE PLANT'S STANDARD DEVIATION AS SPECIFIED IN ACI 318.
MINIMUM CONCRETE PROPERTIES SHALL BE AS FOLLOWS:
THE CONTRACTOR SHALL SUBMIT CONCRETE MIX DESIGNS ALONG WITH TEST DATA A MINIMUM OF TWO
WEEKS PRIOR TO PLACING CONCRETE.
CONDUITS EMBEDDED IN SLABS SHALL NOT BE LARGER IN OUTSIDE DIMENSION THAN ONE THIRD OF THE
THICKNESS OF THE SLAB AND SHALL NOT BE SPACED CLOSER THAN THREE DIAMETERS ON CENTER.
CURING OF CONCRETE SHALL COMPLY WITH ACI 308, UNLESS NOTED OTHERWISE.
WHERE CONCRETE IS PLACED AGAINST EXISTING CONCRETE, THE EXISTING CONCRETE SURFACE SHALL BE
CLEANED AND ROUGHENED TO A MINIMUM 1/4" AMPLITUDE.
PROVIDE 3/4" CHAMFERS ON ALL EXPOSED CONCRETE CORNERS UNLESS NOTED OTHERWISE.
SHORING DESIGN IS THE CONTRACTOR'S RESPONSIBILITY. SHORING FORMWORK SHALL NOT BE REMOVED
FROM HORIZONTAL MEMBERS BEFORE CONCRETE STRENGTH IS AT LEAST 70 PERCENT OF DESIGN
STRENGTH AS DETERMINED BY FIELD CURED CYLINDERS.
PROVIDE TOOLED OR SAW-CUT CONTROL JOINTS IN SLABS ON GRADE COMPLYING WITH THE FOLLOWING
CRITERIA. THE CONTRACTOR SHALL SUBMIT CONTROL JOINT PLAN PRIOR TO POURING THE SLABS.
• JOINT SPACING SHALL NOT EXCEED 30 TIMES THE SLAB THICKNESS
• ASPECT RATIO OF SLAB PANELS SHALL BE MAXIMUM OF 1.5 TO 1.0; HOWEVER A RATIO OF 1.0 TO 1.0 IS
PREFERRABLE
• JOINTS SHALL BE CONTINUOUS ACROSS INTERSECTING JOINTS, NOT STAGGERED OR OFFSET
• JOINTS SHALL EXTEND FROM ISOLATION JOINT AROUND COLUMNS AND WALLS
REINFORCING STEEL:
REINFORCING STEEL SHALL CONFORM TO THE FOLLOWING PROPERTIES:
REINFORCING STEEL TO BE WELDED SHALL USE ONLY LOW HYDROGEN ELECTRODES. ALL WELDING TO BE IN
COMPLIANCE WITH AWS D1.4. WELD REINFORCING STEEL ONLY WHERE INDICATED ON THE DRAWINGS.
WELDING OR TACK WELDING OF REINFORCEMENT BARS TO OTHER BARS OR STEEL COMPONENTS IS
PROHIBITED.
REINFORCING STEEL IN BEAMS AND SLABS SHALL BE SUPPORTED ON CONCRETE DOBBIES, OR APPROVED
CHAIRS IN SUFFICIENT NUMBERS TO SUPPORT THE BARS WITHOUT SETTLEMENT. FABRICATE AND INSTALL
REINFORCING STEEL ACCORDING TO THE MANUAL OF STANDARD PRACTICE FOR DETAILING REINFORCED
CONCRETE STRUCTURES - ACI STANDARD 315.
CONTACT LAP ALL REINFORCING BARS PER THE TYPICAL LAP SPLICE LENGTH SCHEDULE, EXCEPT AS NOTED
ON DRAWINGS. MECHANICAL SPLICES NOTED ON THE DRAWINGS SHALL BE DAYTON SUPERIOR BAR-LOCK OR
APPROVED WITH A CURRENT ICC-ES OR IAPMO-ES EVALUATION REPORT.
REINFORCING STEEL SHALL BE PROTECTED BY PLACING BARS WITH A MINIMUM COVER, UNLESS NOTED
OTHERWISE.
PROVIDE DOWELS FROM FOOTINGS TO MATCH ALL VERTICAL WALL, PILASTER AND COLUMN REINFORCING.
PROVIDE CORNER BARS TO MATCH HORIZONTAL REINFORCING IN WALLS AND FOOTINGS AT ALL CORNERS
AND INTERSECTIONS. CONTINUE HORIZONTAL WALL BARS THROUGH PILASTERS COLUMNS AND
INTERSECTING WALLS.
ALL ANCHOR BOLTS, HOLDDOWNS AND OTHER REQUIRED ACCESSORIES SHALL BE SECURED IN PLACE PRIOR
TO INSPECTION AND CONCRETE PLACEMENT. DO NOT STAB THE ABOVE LISTED ITEMS INTO FRESH
CONCRETE AFTER PLACEMENT. PROPERLY VIBRATE AROUND INSTALLED ITEMS TO ENSURE PROPER
CONSOLIDATION OF CONCRETE.
CONCRETE:
CONCRETE CONNECTORS:
STEEL HEADED STUD ANCHORS SHALL BE NELSON GRANULAR FLUX-FILLED HEADED STUDS OR PRIOR
APPROVED EQUAL AND BE MANUFACTURED FROM ASTM A29-12 / A108, GRADES 1010-1020 COLD ROLLED
CARBON STEEL WITH A MINIMUM TENSILE STRENGTH OF 60,000 PSI. DEFORMED BAR ANCHORS SHALL BE
NELSON, TYPE D2L. STUDS AND DEFORMED BAR SHALL BE AUTOMATICALLY END WELDED WITH A STUD
WELDING GUN TO FULLY DEVELOP THE CONNECTOR.
UNLESS A SPECIFIC ANCHOR PRODUCT IS NOTED IN THE DRAWINGS, POST-INSTALLED ANCHORS MAY USE
ONE OF THE ANCHORS LISTED BELOW FOR THE REQUIRED TYPE.
ALL ANCHORS SHALL BE INSTALLED IN STRICT CONFORMANCE WITH THE MANUFACTURER'S
RECOMMENDATIONS AND PRODUCT EVALUATION REPORTS.
EMBEDMENTS SPECIFIED ON DRAWINGS ARE "EFFECTIVE" EMBEDMENTS. REFERENCE MANUFACTURER
LITERATURE FOR CORRESPONDING ACTUAL EMBEDMENT DEPTHS.
ANCHORS RODS EXPOSED TO EARTH OR WEATHER SHALL BE PROTECTED FROM CORROSION BY HOT-DIP
GALVANIZING OR USE OF STAINLESS STEEL. POST INSTALLED EXPANSION AND SCREW ANCHORS EXPOSED
TO EARTH OR WEATHER SHALL BE STAINLESS STEEL.
FOR POST-INSTALLED ANCHORS, LOCATE REINFORCEMENT AND CONFIRM FINAL ANCHOR LOCATIONS PRIOR
TO FABRICATING PLATES, MEMBERS, OR OTHER STEEL ASSEMBLIES ATTACHED.
IF REINFORCEMENT IS ENCOUNTERED DURING DRILLING, ABANDON AND SHIFT THE HOLE LOCATION TO AVOID
THE REINFORCEMENT. PROVIDE A MINIMUM OF (2) ANCHOR DIAMETERS OR 1 INCH, WHICHEVER IS LARGER,
OF SOUND CONCRETE BETWEEN THE ANCHOR AND THE ABANDONED HOLE. FILL THE ABANDONED HOLE WITH
NON-SHRINK GROUT. IF THE ANCHOR OR DOWEL MANY NOT BE SHIFTED AS NOTED ABOVE, SEEK GUIDANCE
FROM THE STRUCTURAL ENGINEER OF RECORD.
SPECIAL INSPECTION OF ANCHOR INSTALLATION IS REQUIRED UNLESS SPECIFICALLY NOTED OTHERWISE IN
DRAWINGS. SEE SPECIAL INSPECTION AND MATERIALS TESTING PROGRAM AND NOTES.
CRACK INJECTION EPOXY REPAIR ADHESIVE
EPOXY REPAIR ADHESIVE SHALL CONFORM TO ASTM C881 AND SHALL BE A TWO-COMPONENT, LIQUID EPOXY
WITH NON-SAG CONSISTENCY AND A LONG POT LIFE. THE EPOXY ADHESIVE SHALL BE SUITABLE FOR USE ON
DRY OR DAMP SURFACES. EPOXY SHALL MEET REQUIREMENTS OF A "TYPE IV" BONDING SYSTEM WITH A
MINIMUM TENSILE STRENGTH OF 7,000 PSI. HOLE SIZES AND INSTALLATION SHALL BE IN STRICT ACCORDANCE
WITH THE APPROVED EVALUATION REPORT REQUIREMENTS. DO NOT CUT REINFORCING IN NEW OR EXISTING
CONCRETE DURING INSTALLATION.
STRUCTURAL STEEL:
DESIGN FABRICATION AND ERECTION SHALL BE IN ACCORDANCE WITH THE LATEST EDITION OF AISC
SPECIFICATIONS AND AISC CODE OF STANDARD PRACTICE. STRUCTURAL STEEL SHALL BE:
BOLTS SHALL CONFORM TO THE ASTM AND RCSC SPECIFICATIONS FOR JOINTS USING GROUP A OR GROUP B
HIGH STRENGTH BOLTS. BOLTS SHALL BE INSTALLED SNUG-TIGHT UNLESS NOTED OTHERWISE.
ANCHOR RODS SHALL CONFORM TO ASTM F1554, GRADE 36 UNLESS NOTED OTHERWISE. ANCHOR RODS TO
BE WELDED SHALL CONFORM TO ASTM F1554, GRADE 55. THREADED RODS SHALL CONFORM TO ASTM A36
UNLESS NOTED OTHERWISE.
WELDING SHALL CONFORM TO AWS D1.1, STRUCTURAL WELDING CODE - STEEL WITH PREQUALIFIED
WELDING PROCESSES EXCEPT AS MODIFIED BY AISC 360 SECTION J2. WELDING SHALL BE COMPLETED BY
AWS-CERTIFIED WELDERS.
WELDS SHALL BE MADE USING E70XX ELECTRODES FOR SHIELDED METAL ARC WELDING (SMAW) AND E71TX
WIRE FOR FLUX-CORED ARC WELDING (FCAW) PROCESSES. FOR COMPLETE JOINT PENETRATION WELDS
ASSOCIATED WITH MEMBER SPLICES AND CONNECTIONS NOT PART OF THE SEISMIC FORCE RESISTING
SYSTEM, WELDS SHALL BE MADE WITH FILLER METAL THAT HAS A MINIMUM CVN TOUGHNESS OF 20 FT-LBS AT
40°F.
FIELD WELDING SYMBOLS HAVE NOT NECESSARLY BEEN INDICATED ON THE DRAWING. WHERE SHOWN,
PROPER FIELD WELDING PER AWS SHALL BE USED. WHERE NO FIELD WELDING SYMBOLS ARE SHOWN, IT IS
THE CONTRACTOR'S RESPONSIBILITY TO COORDINATE THE USE OF SHOP AND FIELD WELDS.
ERECTION AIDS ARE TO BE DETERMINED AND PROVIDED BY THE CONTRACTOR. THE CONTRACTOR'S
ERECTOR AND FABRICATOR SHALL COORDINATE THE TYPE AND QUANTITY OF ERECTION AIDS. THE
CONTRACTOR IS SOLELY REPONSIBLE FOR ERECTION SEQUENCING, TEMPORARY BRACING, SAFTEY OF
WORKERS, AND OVERALL COMPLIANCE WITH APPLICABLE OSHA REQUIREMENTS.
PROVIDE WEEP HOLES AT EXTERIOR CLOSED SECTIONS WHERE MOISTURE MAY ACCUMULATE.
INTERIOR FRAMING THAT IS TO BE PAINTED SHALL HAVE A SHOP APPLIED PRIMER. EXTERIOR FRAMING SHALL
BE HOT-DIP GALVANIZED IN ACCORDANCE WITH ASTM A123 AND EXTERIOR FASTENERS SHALL BE HOT-DIP
GALVANIZED IN ACCORDANCE WITH ASTM A153. REPAIR GALVANIZING AFTER ERECTION IS COMPLETE IN
ACCORDANCE WITH ASTM A780.
STRUCTURAL STEEL MEMBERS AND THEIR CONNECTIONS THAT ARE IDENTIFIED ON PLAN AS
ARCHITECTURALLY EXPOSED STRUCTURAL STEEL (AESS) AND THAT ARE EXPOSED TO VIEW SHALL MEET THE
STANDARDS OF AISC 303, CODE OF STANDARD PRACTICE FOR STEEL BUILDINGS AND BRIDGES.
METALS:
LICEN S E D
AMTNONA
DAVID
L.
FRENCH No.16076PRO
FES
S
IONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architect s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/6204-007 COB Solid Waste_R20.rvt8/26/2022 11:36:21 AMPermit / Bidding DrawingsAugust 26, 2022
S000
GENERAL
STRUCTURAL
NOTES
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
DLF
DLF
Permit / Bidding Drawings
COEFFICIENT OF SLIDING FRICTION 0.3
PASSIVE BEARING PRESSURE 250 PSF/FT
RETAINING WALLS EQ. FLUID PRESSURE 35 PCF (ACTIVE) 55 PCF (AT REST)
DESIGN SOIL BEARING PRESSURE 1500 PSF (DL + LL) 2000 PSF (EL / WL INCLUDED)
DESIGN BASIS PRESUMPTIVE VALUES OF SOILS (IBC 1806)
GEOTECHNICAL CRITERIA (IBC 1603.1.6)
ANALYSIS PROCEDURE USED EQUIVALENT LATERAL FORCE EQUIVALENT LATERAL FORCE
RESPONSE MODIFICATION FACTOR 6.5 6.5
SEISMIC RESPONSE COEFFICIENT 0.89 0.89
DESIGN BASE SHEAR 10 KIPS 10 KIPS
LIGHT FRAMED WOOD SHEAR
WALLS SHEAR WALLS
BASIC SEISMIC FORCE RESISTING
SYSTEM (SFRS)
X DIRECTION (E/W) Z DIRECTION (N/S)
SEISMIC DESIGN CATEGORY D
DESIGN SPECTRAL RESPONSE Sds = 0.575 Sd1 = 0.311
SITE CLASS D
MAPPED SPECTRAL RESPONSE Ss = 0.683 S1 = 0.215
SEISMIC IMPORTANCE FACTOR Ie = 1.0
RISK CATEGORY II
SEISMIC LOAD CRITERIA (IBC 1603.1.5)
+/- 25 PSF OTHERWISE +/- 40 PSF OTHERWISE
+/- 30 PSF FOR 5' FROM CORNER +/- 50 PSF FOR 5' FROM EAVE
COMPONENT & CLADDING PRESSURE
FOR DEFERRED DESIGN ELEMENTS (ASD,
EFFECTIVE AREA = 10 SQUARE FEET)
WALLS ROOFS
INTERNAL PRESSURE COFFICIENT GCpi = +/- 0.18
WIND EXPOSURE C
RISK CATEGORY II
BASIC DESIGN WIND SPEED V = 107 MPH
WIND LOAD CRITERIA (IBC 1603.1.4)
THERMAL FACTOR Ct = 1.0
SNOW LOAD IMPORTANCE FACTOR Is = 1.0
SNOW EXPOSURE FACTOR Ce = 1.0
FLAT ROOF SNOW LOAD Pf = 31 PSF
GROUND SNOW LOAD Pg = 44.7 PSF
SNOW DRIFT PER ASCE 7-16 AS SHOWN ON S005
DESIGN ROOF SNOW LOAD 31 PSF MINIMUM
SNOW LOAD CRITERIA (IBC 1603.1.3)
ORDINARY FLAT, PITCHED, CURVED 20 PSF (SEE SNOW LOAD) N/A
ROOF LIVE LOAD CRITERIA (IBC 1603.1.2)
STAIRS AND EXIT WAYS 100 PSF 300 LBS
STORAGE: LIGHT 125 PSF (NON-REDUCABLE) N/A
OFFICE BUILDINGS: CORRIDORS 80 PSF 2000 LBS
OFFICE BUILDINGS: OFFICES 50 PSF + PARTITIONS 2000 LBS
FLOOR LIVE LOADS: UNIFORM LOAD CONCENTRATED LOAD
LIVE LOAD CRITERIA (IBC 1603.1.1)
DESIGN CRITERIA
STRUCTURAL STEEL X
EMBEDDED STEEL ITEMS X
CONCRETE ANCHORAGES X
CONCRETE REINFORCEMENT X
CONCRETE MIX DESIGNS X
PRE-ENGINEERED WOOD OPEN-WEB TRUSSES X X
ENGINEERED WOOD I-JOISTS X X
GLUE-LAMINATED MEMBERS X
ITEM SUBMITTAL DEFERRED SUBMITTAL
SUBMITTALS
INTERIOR SLABS ON GRADE N/A 3,500 PSI 28 N/A 0.50 1"
EXTERIOR SLABS ON GRADE F1 3,500 PSI 28 4.5% +/- 1.5% 0.55 1"
INTERIOR FOOTINGS AND WALLS N/A 4,000 PSI 28 N/A 0.45 1"
EXTERIOR FOOTINGS AND WALLS F2 4,500 PSI 28 6% +/- 1.5% 0.45 1"
USE EXPOSURE
MIN
COMPRESSIVE
STRENGTH
TEST
AGE
DAYS
AIR
CONTENT
MAX WATER
TO CEMENT
RATIO
MAX
AGGERGATE
SIZE
CONCRETE PROPERTIES
CONCRETE EXPOSED TO WEATHER OR EARTH 1-1/2" (FOR #5 OR SMALLER), 2" (FOR #6 AND LARGER)
CONCRETE CAST AGAINST EARTH 3"
WALLS (INTERIOR FACES) 3/4"
BEAMS AND COLUMNS 1-1/2" (TO STIRRUPS OR TIES)
SLABS 3/4"
USE CLEAR COVER
REINFORCING STEEL CONCRETE COVER
LAP = LAP SPLICE LENGTH OF DEFORMED BAR OR DEFORMED WIRE
5. Ld = DEVELOPMENT LENGTH IN TENSION OF DEFORMED BAR
Ldh = DEVELOPMENT LENGTH IN TENSION OF DEFORMED BAR OR DEFORMED WIRE WITH A STANDARD...
4. LAP SPLICES ARE FOR NON-LATERAL LOAD RESISTING ELEMENTS. FOR REBAR LAPS SPLICES AT LATERAL
LOAD RESISTING ELEMENTS, REFERENCE PLANS AND ELEVATIONS.
3. TOP BARS ARE ANY HORIZ BAR PLACED SUCH THAT MORE THAN 12" OF FRESH CONCRETE IS CAST IN THE
MEMBER BELOW THE BAR IN ANY SINGLE POUR. HORIZ WALL BARS ARE CONSIDERED TOP BARS.
2. IT SHALL BE PERMITTED TO INTERPOLATE BETWEEN CONCRETE STRENGTHS OR USE THE NEXT LOWER
CONCRETE STRENGTH.
1. ALL TABULATED VALUES ARE IN INCHES, FOR GRADE 60, UNCOATED REINFORING, NORMAL WEIGHT
CONCRETE WITH CLEAR SPACING AND CLEAR COVER GREATER THAN THE BAR DIAMETER.
#11 78 101 101 131 31 67 87 87 114 27 60 78 78 102 24
#10 70 91 91 118 28 61 79 79 102 25 54 71 71 92 22
#9 62 81 81 105 25 54 70 70 91 22 48 63 63 81 20
#8 55 72 72 93 22 48 62 62 81 19 43 56 56 72 17
#7 48 63 63 81 20 42 54 54 71 17 38 49 49 63 15
#6 33 43 43 56 17 29 37 37 49 15 26 34 34 44 13
#5 28 36 36 47 14 24 31 31 41 12 22 28 28 36 11
#4 22 29 29 38 11 19 25 25 33 10 17 23 23 29 9
#3 17 22 22 28 9 15 19 29 25 8 13 17 17 22 7
Ld LAP Ld LAP Ldh Ld LAP Ld LAP Ldh Ld LAP Ld LAP Ldh
MISC BARS TOP BARS
(SEE NOTE 3)
HOOK
BARS MISC BARS TOP BARS
(SEE NOTE 3)
HOOK
BARS MISC BARS TOP BARS
(SEE NOTE 3)
HOOK
BARS
BAR
SIZE
f'c = 3,000 PSI f'c = 4,000 PSI f'c = 5,000 PSI
GRADE 60 REINFORCING STEEL LAP SPLICE LENGTH AND DEVELOPMENT LENGTH
HILTI KWIK HUS-EZ ICC-ES ESR-3027
SCREW
ANCHOR
SIMPSON TITEN HD ICC-ES ESR-2713
HILTI KWIK BOLT TZ ICC-ES ESR-1917
EXPANSION
ANCHOR
SIMPSON STRONG-BOLT 2 ICC-ES ESR-3037
HILTI HIT-HY 200 ICC-ES ESR-3187
SIMPSON AT-XP IAPMO-UES ER-263
ADHESIVE
ANCHORS &
DOWELS
SIMPSON SET-XP ICC-ES ESR-2508
TYPE PRODUCT REPORT #
POST INSTALLED CONCRETE ANCHORS
WELDED WIRE REINFORCEMENT ALL ASTM A1064
REINFORCEMENT TO BE WELDED ALL ASTM A706
LONGITUDINAL FLEXURAL REINFORCEMENT IN BEAMS,
COLUMNS AND SHEARWALLS ALL ASTM A706
BEAMS AND COLUMNS #8 & LARGER ASTM A706
GENERAL USE #7 & SMALLER ASTM A615, GRADE 60
USE REINFORCEMENT SIZE SPECIFICATION
REINFORCEMENT STEEL PROPERTIES
PLATES NOTED AS "GR. 50" ASTM A572, GRADE 50
PLATES ASTM A36, GRADE 36
STRUCTURAL PIPES ASTM A53, GRADE B
HOLLOW STRUCTURAL SECTIONS (HSS) ASTM A500, GRADE C
STRUCTURAL TEES (WT-SHAPES) ASTM A992, GRADE 50
ANGLES (L-SHAPES)ASTM A36, GRADE 36
CHANNELS (C-SHAPES)ASTM A36, GRADE 36
WIDE FLANGE (W-SHAPES) ASTM A992, GRADE 50
SHAPE MATERIAL SPECIFICATION AND GRADE
STRUCTURAL STEEL
37
SAWN LUMBER:
SAWN LUMBER SHALL CONFORM TO THE REQUIREMENTS AS INDICATED IN THE NATIONAL DESIGN
SPECIFICATION (NDS) DESIGN VALUES FOR WOOD CONSTRUCTION AND CONFORMING TO THE WEST COAST
LUMBER INSPECTION BUREAU OR WESTERN WOOD PRODUCTS ASSOCIATION GRADING RULES OR APPROVED
EQUIVALENT. ALL LUMBER SHALL BE MARKED BY THE GRADING AGENCY EXCEPT FOR ARCHITECTURAL/
EXPOSED MEMBERS. A CERTIFICATE OF COMPLIANCE BY THE MANUFACTURER SHALL BE PROVIDED IN LIEU
OF MARKING. LUMBER SHALL BE THE SPECIES, AND GRADE NOTED BELOW UNLESS NOTED OTHERWISE ON
DRAWINGS:
DIMENSIONAL LUMBER SHALL BE DELIVERED WITH MOISTURE CONTENT LESS THAN 19% AND SURFACED S4S.
TIMBERS SHALL BE DELIVERED WITH MOISTURE CONTENT LESS THAN 15%. ALL LUMBER DELIVERED TO THE
SITE SHALL BE STACKED OR STORED OFF THE GROUND AND PROPERLY PROTECTED AGAINST WEATHER.
ALL LUMBER IN CONTACT WITH CONCRETE OR MASONRY SHALL BE PRESSURE TREATED, UNLESS AN
APPROVED MOISTURE BARRIER IS PROVIDED.
WOOD STUD BEARING WALLS THAT WILL NOT BE SHEATHED WITH WOOD STRUCTURAL PANELS SHALL HAVE
CONTINUOUS 2x BLOCKING AT 4'-0" ON CENTER INSTALLED PRIOR TO CONSTRUCTING THE FLOOR OR ROOF
FRAMING THAT THE WALL SUPPORTS.
FASTEN BUILT-UP STUDS COLUMNS AND JAMBS WITH (1) ROW OF 10D NAILS AT 6" ON CENTER, STAGGERED,
BETWEEN EACH LAMINATION FOR 2x4 STUDS AND (2) ROWS OF 10D NAILS AT 8" ON CENTER, BETWEEN EACH
LAMINATION FOR 2x6 STUDS.
ALL NON-BEARING PARTITION WALLS SHALL BE INSTALLED WITH A GAP BETWEEN THE TOP PLATE OF THE
WALL AND FLOOR OR ROOF FRAMING. THE PARTITIONS SHALL BE ANCHORED TO THE FRAMING WITH A
CONNECTOR THA BRACES THE WALL WHILE PERMITTING THE FRAMING TO FREELY DEFLECT.
UNLESS NOTED OTHERWISE PROVIDE SOLID SAWN OR BUILT-UP POSTS UNDER BEAMS WITH A MINIMUM
WIDTH EQUAL TO THE BEAM WIDTH AND A DEPTH EQUAL TO THE WALL THICKNESS. PROVIDE SIMPSON 'LPC'
POST CAP.
GLUED-LAMINATED TIMBER:
GLUED-LAMINATED (GLULAM) MEMBERS SHALL BE FABRICATED IN CONFORMANCE WITH ANSI STANDARD
A190.1. EACH MEMBER SHALL BEAR AN IDENTIFICATION MARK OR BE ACCOMPANIED BY A CERTIFICATE OF
CONFORMANCE. GLUED-LAMINATED TIMBER SHALL CONFORM TO THE COMBINATION NOTED BELOW:
EXPOSED GLUED-LAMINATED MEMBERS SHALL CONFORM TO AITC, ARCHITECTURAL APPEARANCE GRADE
WHILE CONCEALED MEMBERS SHALL CONFORM TO AITC, INDUSTRIAL GRADE. GLUED-LAMINATED MEMBERS
THAT ARE OUTSIDE OF A CONDITIONED BUILDING ENVELOPE SHALL UTILIZE WET-USE EXTERIOR
WATERPROOF ADHESIVES.
GLUED-LAMINATED MEMBERS SHALL BE MANUFACTURED BETWEEN 3,500 AND 5,000 FOOT STANDARD MILL
CAMBER WITH TOLERANCES AS ALLOWED BY ANSI A190. THE DRAWINGS WILL INDICATE WHETHER
ADDITIONAL CAMBER IS REQUIRED.
STRUCTURAL COMPOSITE LUMBER:
STRUCTURAL COMPOSITE LUMBER PRODUCTS SUCH AS LAMINATED VENEER LUMBER (LVL), PARALLEL
STRAND LUMBER (PSL), AND LAMINATED STRAND LUMBER (LSL) SHALL BE OF THE SIZE AND TYPE SHOWN ON
THE DRAWINGS. ALL STRUCTURAL COMPOSITE LUMBER PRODUCTS NOTED SHALL HAVE A CURRENT ICC-ES
REPORT. ALL STRUCTURAL COMPOSITE LUMBER SHALL BE MARKED BY MANUFACTURER EXCEPT FOR
ARCHITECTURAL/ EXPOSED MEMBERS. A CERTIFICATE OF COMPLIANCE BY THE MANUFACTURER SHALL BE
PROVIDED IN LIEU OF MARKING.
MEMBERS SHALL HAVE THE FOLLOWING MINIMUM DESIGN PROPERTIES:
ERECTOR TO INSTALL STRUCTURAL COMPOSITE LUMBER IN ACCORDANCE WITH THE MANUFACTURERS
DRAWINGS AND INSTALLATION GUIDELINES.
ENGINEERED WOOD I-JOISTS:
ALL ENGINEERED WOOD I-JOISTS SHALL BE DESIGNED AND MANUFACTURED BY REDBUILT, WEYERHAEUSER,
OR AN APPROVED EQUAL, CONFORMING TO APA EWS STANDARD PRI-400, PERFORMANCE STANDARD FOR
APA EWS I-JOISTS OR A CURRENT ICC-ES REPORT. SHOP DRAWINGS AND CALCULATIONS SHALL BE SEALED
AND SIGNED BY A PROFESSIONAL ENGINEER REGISTERED IN THE STATE WHERE THE PROJECT IS LOCATED.
ENGINEERED WOOD I-JOISTS SHALL BE OF THE SIZE SHOWN ON THE DRAWINGS. WOOD I-JOISTS SHALL BE
DESIGNED FOR THE LOADS SHOWN ON THE PLANS.
DESIGN SHALL CONFORM TO THE FOLLOWING MINIMUM DEFLECTION CRITERIA: L/480 (FLOOR LIVE LOAD),
L/360 (FLOOR DEAD PLUS LIVE LOAD), AND L/240 (ROOF DEAD PLUS LIVE OR SNOW LOAD).
ALL BRIDGING, BEARING HARDWARE, BLOCKING, HANGERS, ETC., THAT CONNECT TO THE WOOD I-JOISTS
SHALL BE PER THE MANUFACTURERS STANDARD DETAILS. ERECTOR TO INSTALL WOOD I-JOISTS IN
ACCORDANCE WITH THE MANUFACTURERS DRAWINGS AND INSTALLATION GUIDELINES.
JOIST MANUFACTURER TO INSPECT ALL JOISTS AFTER THEY HAVE BEEN ERECTED AND FLOOR AND/OR ROOF
SHEATHING, BRIDGING, BLOCKING, ETC., HAS BEEN INSTALLED. MANUFACTURER TO SUBMIT CERTIFICATE TO
THE STRUCTURAL ENGINEER OF RECORD UPON COMPLETION THAT THE INSPECTION WAS MADE AND THAT
THE JOISTS ARE IN ACCEPTABLE CONDITION AND MEET THE MANUFACTURER'S DESIGN AND INSTALLATION
REQUIREMENTS.
WOOD AND WOOD PRODUCTS:
LICEN S E D
AMTNONA
DAVID
L.
FRENCH No.16076PRO
FES
S
IONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/6204-007 COB Solid Waste_R20.rvt8/26/2022 11:36:21 AMPermit / Bidding DrawingsAugust 26, 2022
S001
GENERAL
STRUCTURAL
NOTES
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
DLF
DLF
Permit / Bidding Drawings
WOOD CONNECTIONS:
FRAMING ACCESSORIES SHALL BE MANUFACTURED BY SIMPSON STRONG TIE (OR APPROVED EQUAL) AND OF THE
TYPE AND SIZE SHOWN ON THE DRAWINGS. FULLY FASTEN ACCORDING TO MANUFACTURER'S SCHEDULE USING
LARGEST SIZE SHOWN AND INSTALL FOLLOWING ALL MANUFACTURES REQUIREMENTS, UNLESS NOTED OTHERWISE.
ALL FRAMING NAILS SHALL BE 'COMMON' NAILS OF THE SIZE AND QUANTITY INDICATED ON THE DRAWINGS. USE OF
SMALLER DIAMETER "BOX" NAILS FREQUENTLY USED IN NAIL GUNS REQUIRES USE OF LARGER PENNY WEIGHT TO
PROVIDE AN EQUIVALENT DIAMETER/LENGTH NAIL. ALL NAILING SHALL COMPLY WITH IBC FASTENING SCHEDULE PER
CHAPTER 23. OBTAIN ENGINEERS APPROVAL OF ALL PROPRIETARY NAILING SYSTEMS.
BOLTS AND LAG SCREWS SHALL BE ASTM A307 AND CONFORM TO ANSI/ASME STANDARD B18.2.1. ALL BOLTS AND LAG
SCREWS BEARING ON WOOD SHALL BE INSTALLED WITH STANDARD CUT WASHERS. BOLT HOLES IN WOOD MEMBERS
SHALL NOT EXCEED 1/16" LARGER THAN THE BOLT DIAMETER. AT EXPOSED CONNECTIONS CUT OFF EXTENDED BOLT
AND 'KNICK' THREADS TO PRECLUDE LOOSENING. LAG SCREWS HOLE CLEARANCE SHALL BE THE SAME DIAMETER AS
THE SHANK AND THE SAME DEPTH AS THE UNTHREADED SHANK. THE LEAD HOLE SHALL BE 60 PERCENT OF THE SHANK
DIAMETER AND A LENGTH EQUAL TO THE THREADED PORTION.
ANCHOR RODS SHALL CONFORM TO ASTM F1554, GRADE 36 UNLESS NOTED OTHERWISE. ANCHOR RODS TO BE
WELDED SHALL CONFORM TO ASTM F1554, GRADE 55. THREADED RODS SHALL CONFORM TO ASTM A36 UNLESS NOTED
OTHERWISE.
CUTTING AND NOTCHING OF JOISTS AND STUDS SHALL CONFORM TO THE TYPICAL WOOD DETAILS PROVIDED.
STEEL CONNECTION PLATE MATERIAL SHALL CONFORM TO ASTM A36. WELDING SHALL CONFORM TO AWS D1.1.
PROVIDE SHEAR PLATES OF THE SIZE AND MATERIAL INDICATED. SHEAR PLATE DIMENSIONS, GROOVES, DAPS, AND
BOLT HOLES SHALL CONFORM TO APPENDIX K OF THE NATIONAL DESIGN SPECIFICATION FOR WOOD CONSTRUCTION
(NDS). PRESSED STEEL TYPE CONNECTORS ARE TO BE MANUFACTURED FROM SAE 1010 HOT ROLLED CARBON STEEL.
MALLEABLE IRON SHEAR PLATES ARE TO BE MANUFACTURED WITH ASTM A47 GRADE 32510 MATERIAL.
CONFIRM REQUIRED CORROSION PROTECTION FOR HARDWARE AND FASTENERS WITH SPECIFIC RECOMMENDATIONS
FROM PRESSURE TREATING MANUFACTURER OR HANGER MANUFACTURER (USE MOST CONSERVATIVE) FOR SPECIFIC
WOOD TREATMENTS USED. MINIMUM CORROSION PROTECTION ON METAL CONNECTORS EXPOSED TO THE
ENVIRONMENT OR PRESSURE TREATED LUMBER TO BE PER ASTM A653 CLASS 185 (SIMPSON ZMAX) OR ASTM A123.
FINISH FOR EXPOSED CONNECTION HARDWARE SHALL BE EPOXY-BASED CORROSION RESISTANT PAINT WITH COLOR
AS CHOSEN BY ARCHITECT.
FASTENERS FOR PRESSURE TREATED LUMBER MUST BE HOT-DIP GALVANIZED, STAINLESS STEEL, SILICON BRONZE OR
COPPER. HOT-DIP GALVANIZED HARDWARE AND FASTENERS MUST COMPLY WITH ASTM A153, STAINLESS STEEL
FASTENERS TO BE TYPE 304 OR TYPE 316. HARDWARE AND FASTENERS USED TOGETHER MUST BE THE SAME TYPE
(E.G. HOT-DIP GALVANIZED NAILS WITH HOT-DIP GALVANIZED HANGERS).
WOOD STRUCTURAL PANELS:
WOOD STRUCTURAL PANELS SHALL BE IN ACCORDANCE PS 1, STRUCTURAL PLYWOOD, AND/OR PS 2, PERFORMANCE
STANDARD FOR WOOD-BASED STRUCTURAL-USE PANELS. ALL WOOD STRUCTURAL PANELS SHALL BE APA RATED
SHEATHING, EXPOSURE 1 PLYWOOD OR OSB, WITH SPAN RATINGS, THICKNESS & NAILING FOR SHEATHING AS SHOWN
ON THE DRAWINGS. PANELS SHALL BE STAMPED WITH THE APA TRADEMARK.
ALL SHEATHING DELIVERED TO THE SITE SHALL BE STACKED OR STORED OFF THE GROUND AND PROPERLY
PROTECTED AGAINST WEATHER.
WOOD STRUCTURAL PANEL INSTALLATION SHALL BE IN CONFORMANCE WITH APA RECOMMENDATIONS. ALLOW 1/8"
SPACING AT PANEL ENDS AND EDGES, UNLESS OTHERWISE RECOMMENDED BY THE PANEL MANUFACTURER.
ALL ROOF SHEATHING AND FLOOR SHEATHING SHALL BE INSTALLED WITH FACE GRAIN OR STRENGTH AXIS
PERPENDICULAR TO SUPPORTS AND STAGGERED 48", EXCEPT AS INDICATED ON THE DRAWINGS. ROOF SHEATHING
SHALL EITHER BE BLOCKED, TONGUE-AND-GROOVE, OR HAVE EDGES SUPPORTED BY PLYCLIPS. WHERE BLOCKING IS
SPECIFICALLY INDICATED ON THE DRAWINGS, T&G EDGES OR PLYCLIPS MAY NOT BE SUBSTITUTED. SHEATHING SHALL
BE UNBLOCKED, EXCEPT AS INDICATED ON DRAWINGS. FLOOR SHEATHING SHALL BE FIELD GLUED TO THE FRAMING
USING ADHESIVES MEETING APA SPECIFICATION AFG-01 OR ASTM D3498. TONGUE AND GROOVE PANELS SHALL ALSO
BE GLUED AT THE T&G JOINT.
SHEAR WALL SHEATHING SHALL BE INSTALLED EITHER HORIZONTALLY OR VERTICALLY AND BE BLOCKED AT ALL PANEL
EDGES. NO INDIVIDUAL PIECE OF SHEATHING SHALL BE SMALLER THAN 2'-0" x 2'-0".
DRIVE SHEATHING NAILS (OR OTHER SPECIFIED ATTACHMENTS) FLUSH WITH BUT NOT FRACTURING, THE WOOD PANEL
SURFACE.
PRE-ENGINEERED WOOD OPEN-WEB TRUSSES:
ALL WOOD OPEN-WEB TRUSSES SHALL BE MANUFACTURED AND DESIGNED BY REDBUILT OR A PRIOR APPROVED
TRUSS MANUFACTURER WITH ICC APPROVAL. SHOP DRAWINGS AND CALCULATIONS SHALL BE SEALED AND SIGNED BY
A PROFESSIONAL ENGINEER REGISTERED IN THE STATE WHERE THE PROJECT IS LOCATED. WOOD OPEN-WEB
TRUSSES SHALL BE OF THE SIZE AND TYPE SHOWN ON THE DRAWINGS. WOOD OPEN WEB TRUSSES SHALL BE
DESIGNED FOR THE LOADS SHOWN ON THE PLANS.
EACH TRUSS SHALL BE LEGIBLY BRANDED, MARKED OR OTHERWISE HAVE PERMANENTLY AFFIXED THERETO THE
FOLLOWING INFORMATION LOCATED WITHIN 2 FEET OF THE CENTER OF THE SPAN ON THE FACE OF THE BOTTOM
CHORD: A) IDENTITY OF THE COMPANY MANUFACTURING THE TRUSS, B) THE DESIGN LOAD, AND C) THE SPACING OF
THE TRUSS.
ALL BRIDGING, BEARING HARDWARE, BLOCKING, HANGERS, ETC., THAT CONNECT TO THE WOOD OPEN-WEB TRUSSES
SHALL BE PER THE MANUFACTURERS STANDARD DETAILS. ERECTOR TO INSTALL WOOD OPEN-WEB TRUSSES IN
ACCORDANCE WITH THE MANUFACTURERS DRAWINGS AND INSTALLATION GUIDELINES.
TRUSS MANUFACTURER TO INSPECT ALL TRUSSES AFTER THEY HAVE BEEN ERECTED AND FLOOR AND/OR ROOF
SHEATHING, BRIDGING, BLOCKING, ETC., HAS BEEN INSTALLED. MANUFACTURER TO SUBMIT CERTIFICATE TO THE
STRUCTURAL ENGINEER OF RECORD THAT THE INSPECTION WAS MADE AND THAT TRUSSES ARE IN ACCEPTABLE
CONDITION AND MEET THE MANUFACTURER'S DESIGN AND INSTALLATION REQUIREMENTS.
T&G DECKING DOUGLAS FIR-LARCH COMMERCIAL DEX
POSTS, COLUMNS (5x AND GREATER) DOUGLAS FIR-LARCH #1
HORIZONTAL PLATES, AND HEADERS KILN DRIED DOUGLAS FIR-LARCH #2 & BETTER
SILLS, LEDGERS, ETC. IN CONTACT WITH CONCRETE PRESSURE TREATED HEM FIR #2
STUDS (2x THRU 4x)DOUGLAS FIR-LARCH #2 & BETTER
BUCKS, BLOCKING, BRIDGING AND MISCELLANEOUS DOUGLAS FIR-LARCH OR HEM FIR #3
BEAMS (5x AND GREATER) DOUGLAS FIR-LARCH #1
JOISTS, RAFTERS, & STRINGERS (2x THRU 4x) DOUGLAS FIR-LARCH #2 & BETTER
USE SPECIES AND GRADE
SAWN LUMBER
COLUMNS AND TRUSS MEMBERS 70-AC-L2 +/-1,000 1,300,000
CONTINUOUS AND CANTILEVER BEAMS 20F-V13 (AC/AC) +/-2,000 1,500,000EXTERIOR
SIMPLE SPAN BEAMS 20F-V12 (AC/AC) +2,000 / -1,450 1,500,000
COLUMNS AND TRUSS MEMBERS 2-DF-L2 +/-1,300 1,600,000
CONTINUOUS AND CANTILEVER BEAMS 24F-V8 (DF/DF) +/-2,400 1,800,000INTERIOR
SIMPLE SPAN BEAMS 24F-V4 (DF/DF) +2,400 / -1,850 1,800,000
LOCATION USE
COMBINATION
SYMBOL
FLEXURAL
STRESS Fb (PSI)
MODULUS OF
ELASTICITY (PSI)
GLUED-LAMINATED MEMBERS
BEAMS 9-1/2" AND DEEPER 1,550,000 2,325 - 310
COLUMNS, BEAMS < 9-1/2" DEEP 1,300,000 1,700 1,835 425
STUDS 2x8 1,500,000 2,250 2,105 505LSL
STUDS 2x4 AND 2x6 1,300,000 1,700 1,835 425
POSTS AND COLUMNS 1,800,000 2,400 2,500 190
PSL BEAMS AND HEADERS 2,000,000 2,900 2,900 290
LVL JOISTS, BEAMS, AND HEADERS 2,000,000 2,600 - 285
COMPOSITE
LUMBER
PRODUCT
USE
MODULUS OF
ELASTICITY E
(PSI)
FLEXURAL
STRESS Fb
(PSI)
COMPRESSION
STRESS Fcll
(PSI)
SHEAR STRESS
Fv (PSI)
STRUCTURAL COMPOSITE LUMBER MINIMUM PROPERTIES
38
CONCRETE SPREAD FOOTING MARK
(SEE SCHEDULE) & TOP OF FOOTING
ELEVATION (IF INDICATED)
DESCRIPTION DESCRIPTION DESCRIPTION
F#
XX'-XX"
DESCRIPTIONSYMBOL/ANNOTATION
CONCRETE CONTINUOUS FOOTING MARK
(SEE SCHEDULE)
CONCRETE GRADE BEAM MARK
(SEE SCHEDULE)
GB#
PC#
XX'-XX"
CONCRETE PILE/PIER CAP MARK (SEE
SCHEDULE) & TOP OF CAP ELEVATIONCC#CONC COLUMN MARK (SEE SCHEDULE)
C#
CONCRETE WALL MARK (SEE SCHEDULE)
P#
CONCRETE PIER MARK (SEE SCHEDULE)
CS#
CONCRETE SLAB MARK (SEE SCHEDULE)
CB#
CONCRETE BEAM MARK (SEE SCHEDULE)
M#
MASONRY WALL MARK (SEE SCHEDULE)
MP#
MASONRY PIER MARK (SEE SCHEDULE)
BP#
BASE PLATE MARK (SEE SCHEDULE)
SD#
STEEL DECK MARK (SEE SCHEDULE)
S#
WOOD OR COLD-FORMED STEEL
SHEARWALL MARK (SEE SCHEDULE)
HD#
HOLD-DOWN MARK (SEE SCHEDULE)
HG#
WOOD BEAM HANGER MARK
(SEE SCHEDULE)
WD#
WOOD DECK MARK (SEE SCHEDULE)
EARTH/SOIL HATCH
GRANULAR FILL/GRAVEL HATCH
CONCRETE HATCH
GROUT HATCH
MASONRY HATCH
STEEL HATCH
ALUMINUM HATCH
WOOD STRUCTURAL PANEL HATCH
RIGID INSULATION HATCH
WOOD OR STEEL STUD WALL HATCH
NORTH ARROW
DETAIL CALLOUT (90 DEGREE
ORIENTATION TO CURRENT VIEW)
VIEW ORIENTED TOWARD ARROW
DETAIL CALLOUT (MATCHES
ORIENTATION OF CURRENT
VIEW) ENLARGED VIEW
ELEVATION CALLOUT
SECTION CALLOUT
COMPONENT ELEVATION
TOF = 97' -0 "
SLAB/DECK STEP
SLAB/DECK SLOPE TRANSITION
N
1
S5.1
2
S5.1
1
S4.1
1
S4.1
SLAB/DECK/WALL OPENING
FS FS
WS
FOOTING ELEVATION STEP
TOP OF WALL ELEVATION STEP
CONCRETE COLUMNC JSLAB ON GRADE CONTRACTION JOINT
SQUARE/RECTANGULAR HSS COLUMN
ROUND HSS COLUMN
WIDE-FLANGE COLUMN
STEEL BEAM SIMPLE SHEAR
CONNECTION TO COLUMN
STEEL BEAM SIMPLE SHEAR
CONNECTION TO BEAM
STEEL BEAM SEATED CONNECTION
TO COLUMN
STEEL BEAM EMBED CONNECTION
TO CONCRETE OR MASONRY WALL
STEEL BEAM SEATED CONNECTION
TO CONCRETE OR MASONRY WALL
STEEL BEAM GRAVITY
MOMENT CONNECTION
STEEL BEAM FULL-DEPTH
PLATE/TORSIONAL BRACE CONNECTION
STEEL BEAM DRAG/COLLECTOR
CONNECTION
STEEL LATERAL MOMENT CONNECTION
(OR MOMENT FRAME)
SIDEPLATE MOMENT FRAME CONNECTION
STEEL BRACED FRAME IN PLAN
CONCRETE SLAB ON STEEL DECK
BARE STEEL DECK
SAWN LUMBER COLUMN
GLULAM COLUMN
SAWN LUMBER BEAM
GLULAM BEAM
SYMBOL/ANNOTATION SYMBOL/ANNOTATION SYMBOL/ANNOTATION
LVL BEAM
WOOD I-JOIST
WOOD BLOCKING
WOOD OR STEEL STUD BEARING
WALL EXTENDING TO FLOOR ABOVE
WOOD OR STEEL STUD SHEAR WALL
(GRAY HATCH)
WOOD OR STEEL STUD BEARING
WALL BELOW
PLSNONSTRUCTURAL PARTITION WALL
EXTENDING TO FLOOR ABOVE
WOOD TOP PLATE ELEVATION STEP
WOOD STRUCTURAL PANEL DECK
CROSS-LAMINATED TIMBER DECK
A 1
Wd
Pd
**
MECH
XXXX#
XXX @ XX" OC
ML#
MASONRY LINTEL MARK (SEE SCHEDULE)
BLOCKOUT AT TOP OF WALL OR
DOOR OPENING
BEAM/TRUSS SYSTEM CALLOUT
AREA LOAD DESIGNATION
NUMBER INDICATES SUPERIMPOSED
DEAD LOAD MARK
LETTER INDICATES LIVE LOAD MARK
SNOW DRIFT LOAD
'Pd' -MAXIMUM DRIFT SURCHARGE
'Wd' -WIDTH OF SNOW DRIFT
CLADDING LOAD (POUNDS PER SQUARE
FOOT OF SURFACE AREA)
X X .X K
ADDITIONAL POINT LOAD (JOIST OR GIRDER
IN ADDITION TO TYPICAL UNIFORM LOADS)
LOADS APPLIED TO TOP CHORD, UNO. (-)
INDICATES UPLIFT LOAD
MECHANICAL UNIT / AREA ADD LOAD
CONTRACTOR TO COORDINATE SIZE,
WEIGHT AND LOCATION WITH JOIST
MANUFACTURER
CF#
XX'-XX"
ABV ABOVE
ADDL ADDITIONAL
AA ADHESIVE ANCHOR
AD ADHESIVE DOWEL
ALT ALTERNATE
ACI AMERICAN CONCRETE INSTITUTE
AISC AMERICAN INSTITUTE OF STEEL
CONSTRUCTION
ANSI AMERICAN NATIONAL STANDARDS
INSTITUTE
APA AMERICAN PLYWOOD ASSOCIATION
ASCE AMERICAN SOCIETY OF CIVIL
ENGINEERS
ASTM AMERICAN SOCIETY OF TESTING
AND MATERIALS
AB ANCHOR BOLT
AR ANCHOR ROD
L ANGLE
ARCH ARCHITECT
B PL BASE PLATE
BSMT BASEMENT
BM BEAM
BRG BEARING
BLW BELOW
BTWN BETWEEN
BLKG BLOCKING
BOT BOTTOM
BC BOTTOM CHORD
BLDG BUILDING
BU BUILT UP
CANTIL CANTILEVER
CB CARRIAGE BOLT
CIP CAST IN PLACE
CTR CENTER
CTRD CENTERED
CL CENTERLINE
C CHANNEL
CLR CLEAR
CFMF COLD FORMED METAL FRAMING
COL COLUMN
CONC CONCRETE
CC CONCRETE COLUMN
CMU CONCRETE MASONRY UNIT
CONN CONNECTION
CD CONSTRUCTION DOCUMENTS
CJ CONSTRUCTION JOINT
CONT CONTINUOUS/ CONTINUED
CF CONTINUOUS CONCRETE FOOTING
CONTR CONTRACTOR
CJ CONTROL JOINT
COORD COORDINATE
X BRACE CROSS BRACE
D PENNY (NAIL) OR DEPTH
DL DEAD LOAD
DEG DEGREE
DEMO DEMOLITION
DET DETAIL
DIM DIMENSION
DIST DISTANCE
DOUG FIR DOUGLAS FIR
DWL DOWEL
DWG DRAWING
EA EACH
EW EACH WAY
ELEV ELEVATOR
ENGR ENGINEER
EQ EQUAL/ EQUALLY
EQUIP EQUIPMENT
EXST EXISTING
EXP EXPANSION
EXP BT EXPANSION BOLT
EXT EXTERIOR
FO FACE OF
FSTNR FASTENER
FT FEET
FLR FLOOR
FDTN FOUNDATION
FTG FOOTING
FS FOOTING STEP
GALV GALVANIZED
GA GAUGE
GC GENERAL CONTRACTOR
GL GLUE LAMINATED
GLB GLUE LAMINATED BEAM
GR GRADE
GR BM GRADE BEAM
GT GROUT
GYP GYPSUM
HGR HANGER
HSA HEADED STUD ANCHOR
HDR HEADER
HT HEIGHT
H HIGH
HD HOLD-DOWN
HSS HOLLOW STRUCTURAL SECTION
HK HOOK
HORIZ HORIZONTAL
INFO INFORMATION
INT INTERIOR
IBC INTERNATIONAL BUILDING CODE
J JOIST
LAM LAMINATED
LVL LAMINATED VENEER LUMBER
LF LINEAR FEET
LL LIVE LOAD
LLH LONG LEG HORIZONTAL
LLV LONG LEG VERTICAL
MFR MANUFACTURER
M MASONRY
ML MASONRY LINTEL
MP MASONRY PIER
MATL MATERIAL
MAX MAXIMUM
MECH MECHANICAL
MBR MEMBER
MTL METAL
MD METAL DECK
MEZZ MEZZANINE
MIN MINIMUM
MISC MISCELLANEOUS
NLB NONLOAD BEARING
N NORTH
NA NOT APPLICABLE
NTS NOT TO SCALE
NO NUMBER
OC ON CENTER
OPNG OPENING
OWJ OPEN WEB JOIST
OPP OPPOSITE
PAR PARALLEL
PERP PERPENDICULAR
PREFAB PREFABRICATE
PH PHASE
PC PIER CAP/CONCRETE PILE
PL PLATE
PLYWD PLYWOOD
LBS POUND
PLF POUNDS PER LINEAR FOOT
PSF POUNDS PER SQUARE FOOT
PSI POUNDS PER SQUARE INCH
PAF POWER-ACTUATED FASTENERS
PT PRESSURE TREATED
QA QUALITY ASSURANCE
R RADIUS
REF REFERENCE
REINF REINFORCE, REINFORCING
REBAR REINFORCING STEEL BARS
REQT REQUIREMENT
REV REVISION
RT RIGHT
RGD INS RIGID INSULATION
RD ROUND
SCHED SCHEDULE
SA SCREW ANCHOR
SHTHG SHEATHING
SIM SIMILAR
SCJ SLAB CONTRACTION JOINT
SQ SQUARE
SF SQUARE FEET
SI SQUARE INCH
SPEC SPECIFICATION
STD STANDARD
STL STEEL
SD STEEL DECK
STL JST STEEL JOIST
STIF STIFFENER
STRUCT STRUCTURAL
SIP STRUCTURAL INSULATED PANEL
SUB FLR SUBFLOOR
SUB SUBSTITUTE
KIP THOUSAND POUNDS
TB THROUGH BOLT
TMBR TIMBER
T&G TONGUE AND GROOVE
T&B TOP AND BOTTOM
TOB TOP OF BEAM
TOC TOP OF CONCRETE
TOD TOP OF DECK/SHEATHING
TOF TOP OF FOOTING
TOM TOP OF MASONRY
TOS TOP OF STEEL
TOW TOP OF WALL
TJI TRUSS JOIST
TYP TYPICAL
UNO UNLESS NOTED OTHERWISE
VIF VERIFY IN FIELD
VERT VERTICAL
WLD WELD/WELDED
WWF WELDED WIRE FABRIC
W WIDE
WF WIDE FLANGE
WL WIND LOAD
W/WITH
W/O WITHOUT
WD WOOD
HG WOOD BEAM HANGER
WP WORKING POINT
STRUCTURAL ABBREVIATIONS
LICEN S E D
AMTNONA
DAVID
L.
FRENCH No.16076PRO
FES
S
IONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/6204-007 COB Solid Waste_R20.rvt8/26/2022 11:36:22 AMPermit / Bidding DrawingsAugust 26, 2022
S002
SYMBOLS AND
ABBREVIATIONS
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
DLF
DLF
Permit / Bidding Drawings
39
STATEMENT OF SPECIAL INSPECTION AND TESTING NOTES:
SPECIAL INSPECTIONS SHALL CONFORM TO CHAPTER 17 OF THE INTERNATIONAL BUILDING CODE (IBC), CONTRACT
DOCUMENTS, AND APPROVED SUBMITTALS. THE OWNER SHALL EMPLOY ONE OR MORE APPROVED AGENCIES TO PERFORM
INSPECTIONS AND TESTING DESCRIBED HEREIN.
SPECIAL INSPECTIONS AND ASSOCIATED TESTING SHALL BE PERFORMED BY AN APPROVED AND ACCREDITED INDEPENDENT
AGENCY MEETING THE REQUIREMENTS OF ASTM E329 (GENERAL), ASTM D3740 (SOILS), ASTM C1077 (CONCRETE), ASTM A880
(STEEL), AND ASTM E543 (NON-DESTRUCTIVE). THE INSPECTION AND TESTING AGENCY SHALL FURNISH TO THE ARCHITECT
AND ENGINEER A COPY OF THEIR SCOPE OF ACCREDITATION. SPECIAL INSPECTORS SHALL BE APPROVED BY THE BUILDING
OFFICIAL. WELDING INSPECTORS SHALL BE QUALIFIED PER AWS D1.1.
THE CONSTRUCTION OR WORK FOR WHICH SPECIAL INSPECTION IS REQUIRED SHALL REMAIN ACCESSIBLE AND EXPOSED FOR
SPECIAL INSPECTION PURPOSES UNTIL COMPLETION OF THE REQUIRED SPECIAL INSPECTIONS.
THE SPECIAL INSPECTOR SHALL OBSERVE THE INDICATED WORK FOR COMPLIANCE WITH THE APPROVED CONTRACT
DOCUMENTS. ALL DISCREPANCIES SHALL BE BROUGHT TO THE ATTENTION OF THE CONTRACTOR FOR CORRECTION AND
NOTED IN THE INSPECTION REPORTS. ISSUES REQUIRING IMMEDIATE CORRECTIVE ACTIONS OR ENGINEERING INPUT ARE TO
BE BROUGHT TO THE ENGINEER’S ATTENTION IMMEDIATELY UPON DISCOVERY.
THE SPECIAL INSPECTOR SHALL FURNISH INSPECTION REPORTS FOR EACH INSPECTION TO THE BUILDING OFFICIAL,
ARCHITECT, ENGINEER, CONTRACTOR, AND OWNER. THE SPECIAL INSPECTION AGENCY SHALL SUBMIT A FINAL REPORT
STATING THAT THE WORK REQUIRING SPECIAL INSPECTION WAS INSPECTED, IS IN CONFORMANCE WITH THE APPROVED
CONTRACT DOCUMENTS, AND THAT ALL DISCREPANCIES NOTED IN THE REPORTS HAVE BEEN CORRECTED.
EACH CONTRACTOR RESPONSIBLE FOR THE CONSTRUCTION OF A MAIN WIND- OR SEISMIC FORCE-RESISTING SYSTEM,
DESIGNATED SEISMIC SYSTEM, OR A WIND- OR SEISMIC-RESISTING COMPONENT LISTED SHALL SUBMIT A WRITTEN
STATEMENT OF RESPONSIBILITY TO THE BUILDING OFFICIAL AND THE OWNER PRIOR TO COMMENCEMENT OF WORK ON THE
SYSTEM OF COMPONENT. THE CONTRACTOR’S STATEMENT OF RESPONSIBILITY SHALL CONTAIN ACKNOWLEDGEMENT OF
AWARENESS OF THE SPECIAL REQUIREMENTS CONTAINED HEREIN.
INSPECTION FREQUENCY:
A. CONTINUOUS INSPECTION: THE SPECIAL INSPECTOR SHALL BE PRESENT WHEN AND WHERE THE WORK IS
BEING PERFORMED AT ALL TIMES.
B. PERIODIC INSPECTION: THE SPECIAL INSPECTOR SHALL BE INTERMITTENTLY PRESENT WHEN AND WHERE THE
WORK IS BEING PERFORMED. THE INSPECTOR SHALL OBSERVE THE WORK AT ITS COMMENCEMENT, AT
PERIODIC INTERVALS THEREAFTER, AND WHEN THE WORK IS COMPLETED.
C. OBSERVE: THE INSPECTOR SHALL OBSERVE THESE FUNCTIONS ON A RANDOM BASIS. OPERATIONS NEED NOT
BE DELAYED PENDING OBSERVATIONS (REFERENCE AISC 360 AND AISC 341 FOR ADDITIONAL INFORMATION).
D. PERFORM: THESE INSPECTIONS SHALL BE PERFORMED PRIOR TO FINAL ACCEPTANCE OF THE ITEM
(REFERENCE AISC 360 AND AISC 341 FOR ADDITIONAL INFORMATION).
E. DOCUMENT: THE INSPECTOR SHALL PREPARE REPORTS INDICATING THAT THE WORK HAS BEEN PERFORMED
IN ACCORDANCE WITH THE CONTRACT DOCUMENTS (REFERENCE AISC 360 AND AISC 341 FOR ADDITIONAL
INFORMATION).
SPECIAL INSPECTIONS ARE NOT REQUIRED WHERE THE WORK IS DONE ON THE PREMISES OF A FABRICATOR REGISTERED
AND APPROVED TO PERFORM SUCH WORK WITHOUT SPECIAL INSPECTION. APPROVAL SHALL BE BASED UPON REVIEW OF THE
FABRICATOR’S WRITTEN PROCEDURAL AND QUALITY CONTROL MANUALS AND PERIODIC AUDITING OF FABRICATION
PRACTICES BY AN APPROVED SPECIAL INSPECTION AGENCY. AT COMPLETION OF FABRICATION, THE APPROVED FABRICATOR
SHALL SUBMIT A CERTIFICATE OF COMPLIANCE TO THE BUILDING OFFICIAL STATING THAT THE WORK WAS PERFORMED IN
ACCORDANCE WITH THE APPROVED CONSTRUCTION DOCUMENTS.
A. STEEL FABRICATORS AND INSTALLERS CERTIFIED THROUGH AISC COMPLY WITH THIS PROVISION. THE
FABRICATOR AND OR INSTALLER MUST STILL COMPLETE AND DOCUMENT THE QUALITY CONTROL TASKS AND
NON-DESTRUCTIVE TESTING OUTLINED IN AISC 360 AND AISC 341, AS APPLICABLE.
LICEN S E D
AMTNONA
DAVID
L.
FRENCH No.16076PRO
FES
S
IONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/6204-007 COB Solid Waste_R20.rvt8/26/2022 11:36:23 AMPermit / Bidding DrawingsAugust 26, 2022
S004
STATEMENT OF
SPECIAL
INSPECTIONS
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
DLF
DLF
Permit / Bidding Drawings
PRIOR TO PLACEMENT OF COMPACTED FILL, OBSERVE
SUBGRADE AND VERIFY THAT THE SITE HAS BEEN PREPARED
PROPERLY
PERIODIC
VERIFY USE OF PROPER MATERIALS, DENSITIES, AND LIFT
THICKNESSES DURING PLACEMENT AND COMPACTION OF
COMPACTED FILL
CONTINUOUS
VERIFY EXCAVATIONS ARE EXTENDED TO PROPER DEPTH
AND HAVE REACHED PROPER MATERIAL PERIODIC
VERIFY MATERIALS BELOW SHALLOW FOUNDATION ARE
ADEQUATE TO ACHIEVE THE DESIGN BEARING CAPACITY
TABLE 1705.6 GEOTECHNICAL
REPORT
PERIODIC
BY THE
GEOTECHNICAL
ENGINEER
TASK IBC
REFERENCE
REFERENCE
STANDARD FREQUENCY REMARKS
REQUIRED SPECIAL INSPECTIONS AND TESTS OF SOILS
INSPECT FORMWORK FOR SHAPE, LOCATION AND
DIMENSIONS OF THE CONCRETE MEMBER BEING FORMED
ACI 318:
26.11.1.2(b)PERIODIC
INSPECTION FOR MAINTENANCE OF SPECIFIED CURING
TEMPERATURE AND TECHNIQUES
ACI 318:
26.5.3-25.5.5 PERIODIC
INSPECTION OF SHOTCRETE PLACEMENT FOR PROPER
APPLICATION TECHNIQUES CONTINUOUS
INSPECTION OF CONCRETE PLACEMENT FOR PROPER
APPLICATION TECHNIQUES ACI 318: 26.5,
26.12
CONTINUOUS
VERIFY USE OF REQUIRED MIX DESIGN ACI 318: CH. 19,
26.4.3, 26.4.4 PERIODIC
INSPECTION OF ANCHORS POST-INSTALLED IN HARDENED
CONCRETE: VERIFY ANCHOR PRODUCT NAME, TYPE, AND
DIMENSIONS, HOLE DIMENSIONS, COMPLIANCE WITH DRILL
BIT REQUIREMENTS, CLEANLINESS OF THE HOLE AND
ANCHOR, PRODUCT EXPIRATION DATE (IF APPLICABLE),
COMPLIANCE WITH MANUFACTURER'S INSTALLATION
INSTRUCTIONS, ANCHOR EMBEDMENT, AND TIGHTENING
TORQUE (IF APPLICABLE) FOR:
b) MECHANICAL ANCHORS AND ADHESIVE ANCHORS
NOT DEFINED IN a)
ACI 318: 17.8.2
PRODUCT
EVALUATION
REPORT
PERIODIC
INSPECTION OF ANCHORS POST-INSTALLED IN HARDENED
CONCRETE: VERIFY ANCHOR PRODUCT NAME, TYPE, AND
DIMENSIONS, HOLE DIMENSIONS, COMPLIANCE WITH DRILL
BIT REQUIREMENTS, CLEANLINESS OF THE HOLE AND
ANCHOR, PRODUCT EXPIRATION DATE (IF APPLICABLE),
COMPLIANCE WITH MANUFACTURER'S INSTALLATION
INSTRUCTIONS, ANCHOR EMBEDMENT, AND TIGHTENING
TORQUE (IF APPLICABLE) FOR:
a) ADHESIVE ANCHORS INSTALLED IN HORIZONTALLY
OR UPWARDLY INCLINED ORIENTATIONS TO RESIST
SUSTAINED TENSION LOADS
ACI 318: 17.8.2.4
PRODUCT
EVALUATION
REPORT
CONTINUOUS
INSPECTION OF ANCHORS CAST-IN CONCRETE
TABLE 1705.3
ACI 318: 17.8.2 PERIODIC
INSPECTION OF REINFORCING STEEL AND PLACEMENT TABLE 1705.3 ACI 318: Ch. 20,
25.2, 25.3,...PERIODIC
TASK IBC
REFERENCE
REFERENCE
STANDARD FREQUENCY REMARKS
REQUIRED SPECIAL INSPECTIONS AND TESTS OF CONCRETE CONSTRUCTION
VERIFY THE TEMPORARY INSTALLATION RESTRAINT/BRACING
AND THE PERMANENT INDIVIDUAL TRUSS MEMBER
RESTRAINT/BRACING ARE INSTALLED IN ACCORDANCE WITH
THE APPROVED TRUSS SUBMITTAL PACKAGE FOR METAL-
PLATE CONNECTED WOOD TRUSSES SPANNING 60 FEET OR
GREATER
1705.5.2
APPROVED
TRUSS
SUBMITTAL
PERIODIC
HIGH-LOAD DIAPHRAGMS: INSPECT THE WOOD STRUCTURAL
PANEL SHEATHING FOR CONFORMANCE WITH THE
APPROVED CONSTRUCTION DOCUMENTS. VERIFY THE
NOMINAL SIZE OF FRAMING MEMBERS AT ADJOINING PANEL
EDGES, THE NAIL OR STABLE DIAMETER AND LENGTH, THE
NUMBER OF FASTENER LINES, AND THAT THE SPACING
BETWEEN FASTENERS IN EACH LINE AND AT EDGE MARGINS
CONFORMS TO THE APPROVED CONSTRUCTION
DOCUMENTS.
1705.5.1 PERIODIC
PREFABRICATED WOOD STRUCTURAL ELEMENTS AND
ASSEMBLIES: INSPECTION OF FABRICATION AND
IMPLEMENTATION PROCEDURES
1705.5 PERIODIC
TASK IBC
REFERENCE
REFERENCE
STANDARD FREQUENCY REMARKS
INSPECTION OF WOOD CONSTRUCTION
NAILING, BOLTING, ANCHORING, AND OTHER FASTENING OF
COMPONENTS WITHIN THE SEISMIC FORCE-RESISTING
SYSTEM, INCLUDING WOOD SHEAR WALLS, WOOD
DIAPHRAGMS, DRAG STRUTS, BRACES, SHEAR PANELS, AND
HOLD-DOWNS
1705.11.1 PERIODIC
NOT REQUIRED FOR
SHEARWALL OR
DIAPHRAGMS
WHERE FASTENER
SPACING IS MORE
THAN 4” ON CENTER
FIELD GLUING OPERATIONS OF ELEMENTS OF THE SEISMIC
FORCE-RESISTING SYSTEM 1705.11.1 CONTINUOUS
TASK IBC
REFERENCE
REFERENCE
STANDARD FREQUENCY REMARKS
INSPECTION OF WOOD CONSTRUCTION FOR SEISMIC RESISTANCE
PROPER STORAGE PROVIDED FOR BOLTS, NUTS, WASHERS,
AND OTHER FASTENER COMPONENTS OBSERVE
PRE-INSTALLATION VERIFICATION TESTING BY INSTALLATION
PERSONNEL OBSERVED AND DOCUMENTED FOR FASTENER
ASSEMBLIES AND METHODS USED
OBSERVE
CONNECTING ELEMENTS, INCLUDING THE APPROPRIATE
FAYING SURFACE CONDITION AND HOLE PREPARATION, IF
SPECIFIED, MEET APPLICABLE REQUIREMENTS
OBSERVE
PROPER BOLTING PROCEDURE SELECTED FOR JOINT DETAIL OBSERVE
PROPER FASTENERS SELECTED FOR THE JOINT DETAIL
(GRADE, TYPE, BOLT LENGTH IF THREADS ARE TO BE
EXCLUDED FROM SHEAR PLANE)
OBSERVE
FASTENERS MARKED IN ACCORDANCE WITH ASTM
REQUIREMENTS
1705.2.1 AISC TABLE
N5.6-1
PERFORM
SEE NOTES FOR
EXCEPTIONS WHEN
WORK IS
COMPLETED BY AN
APPROVED
FABRICATOR/
INSTALLER
TASK IBC
REFERENCE
REFERENCE
STANDARD FREQUENCY REMARKS
REQUIRED SPECIAL INSPECTION TASKS PRIOR TO BOLTING STRUCTURAL STEEL
INSPECT THE FABRICATED STEEL OR ERECTED STEEL FRAME
TO VERIFY COMPLIANCE WITH THE DETAILS AS SHOWN ON
THE CONSTRUCTIONS DOCUMENTS, SUCH AS BRACES,
STIFFENERS, MEMBER LOCATIONS, AND PROPER
APPLICATION OF JOINT DETAILS AT EACH CONNECTION
PERIODIC
PLACEMENT OF ANCHOR RODS AND OTHER EMBEDMENTS
SUPPORTING STRUCTURAL STEEL: VERIFY THE DIAMETER,
GRADE, TYPE, AND LENGTH OF THE ANCHOR ROD OR
EMBEDDED ITEM AND THE EXTENT OR DEPTH OF EMBEDMENT
INTO THE CONCRETE PRIOR TO PLACEMENT OF CONCRETE
AISC N5.8
PERIODIC
REVIEW THE MATERIAL TEST REPORTS AND CERTIFICATIONS
FOR STEEL COMPONENTS FOR COMPLIANCE WITH THE
CONSTRUCTION DOCUMENTS, INCLUDING PRIMARY STEEL
ELEMENTS, STEEL CASTINGS AND FORGINGS, FASTENERS,
DECK FASTENERS, ANCHOR RODS AND THREADED RODS,
WELDING CONSUMABLES, HEADED STUD ANCHORS, WELDING
FILLER METAL AND FLUXES, WELDING PROCEDURE
SPECIFICATIONS (WPS), PROCEDURE QUALIFICATION
RECORDS FOR WPS THAT ARE NOT PREQUALIFIED, WELDING
PERSONNEL QUALIFICATION RECORDS AND CONTINUITY
RECORDS, FABRICATOR’S WRITTEN QUALITY CONTROL
MANUAL, AND ERECTOR’S QUALITY CONTROL MANUAL 1705.2.1
AISC N5.2 PERIODIC
PERFORM A
ONE-TIME REVIEW
OF EACH
APPLICABLE ITEM
TASK IBC
REFERENCE
REFERENCE
STANDARD FREQUENCY REMARKS
REQUIRED SPECIAL INSPECTIONS OF STRUCTURAL STEEL CONSTRUCTION
40
3 4
A
B
C
E
F
D
21
70' - 0"16' - 6"14' - 8"6' - 10"10' - 0"118' - 0"3' - 6"118' - 3"54' - 0"18' - 3"48 psf18 psf
7' - 4"
18 psf
7' - 4"18 psf7' - 4"LOADING NOTES
1. FLOORS, ROOFS, JOISTS, BEAMS, GIRDERS AND OTHER SIMILAR SURFACES
SHALL BE DESIGNED TO SUPPORT THE UNIFORMLY DISTRIBUTED LIVE LOADS
OR THE CONCENTRATED LIVE LOAD, WHICHEVER PRODUCES THE GREATER
LOAD EFFECT.
2. LIVE LOADS MARKED (N-R) IN THE 'LIVE LOAD (LL)DESIGNATION TABLE' ARE
NON-REDUCABLE IN ACCORDANCE WITH THE INTERNATIONAL BUILDING
CODE. ALL OTHER LIVE LOADS MAY BE REDUCED USING PERSCRIBED LIVE
LOAD REDUCTION.
3. SNOW DRIFT IS NOT INCLUDED IN THE BASE DESIGN LOADS OR IN LOAD
DIAGRAMS. JOIST MANUFACTURER TO ADD THESE LOADS TO THE DEFFERED
JOIST AND GIRDER DESIGNS. SEE LOADING PLANS FOR DRIFED LOADS.
4. SUPERIMPOSED DEAD LOADS ARE IN ADDITION TO THE SELF-WEIGHT OF THE
STRUCTURE. DEFFERED SYSTEMS INCLUDING JOISTS, BEAMS, GIRDERS,
PANELS, ETC. SHALL BE ADDED TO THE SUPERIMPOSED DEAD LOADS
INDICATED.
5. DEFFERED JOISTS AND GIRDERS SHALL BE DESIGNED TO SUPPORT THE
SUPERIMPOSED UNIFORMLY DEAD LOADS PLUS SELF WEIGHT PLUS POINT /
AREA LOADS SHOWN ON PLAN PLUS THE CONCENTRATED ADD-LOAD SHOWN
IN THE 'DEAD LOAD (DL) DESIGNATION' TABLE. HALF THE ADD-LOAD SHALL BE
APPLIED AT ANY PANEL POINT ON THE BOTTOM CHORD, AND THE OTHER
HALF AS A BEND-CHECK LOAD FOR TOP & BOTTOM CHORDS PLACED TO
PRODUCE THE LARGEST LOAD EFFECT.
6. WIND PRESSURES FOR COMPONENTS AND CLADDING AS DETERMINED IN
ACCORDANCE WITH THE IBC AT STRENGTH LEVEL WITH AN EFFECTIVE AREA
OF 10 SQ. FT. ALTERNATIVELY, WIND PRESSURES MAY BE DETERMINED
DIRECTLY FROM THE PROVISIONS OF THE IBC SECTION 1609 USING THE WIND
LOAD CRITERIA IN THE GENERAL NOTES.
7. EDGE PRESSURES SHALL BE USED FOR A DISTANCE 'a' FROM THE BUILDINGS
CORNERS, WHERE 'a' IS 10% OF THE LEAST HORIZONTAL DIMENSION, BUT
NOT LESS THAN 3 FEET.
MECHICANAL UNIT / AREA ADD LOAD
A 1
NUMBER INDICATES SUPERIMPOSED
DEAD LOAD MARK
LETTER INDICATES LIVE LOAD MARK
Wd
Pd MAXIMUM DRIFT SURCHARGE, IN
ADDITION TO UNIFORM SNOW LOAD
WIDTH OF SNOW DRIFT
SNOW DRIFT LOAD
AREA LOAD DESIGNATION
MECH
XXXX#
MECHANICAL UNIT / AREA ADD LOAD.
CONTRACTOR TO COORDINATE SIZE, WEIGHT
AND LOCATION WITH JOIST MANUFACTURER
F 1
LICEN S E D
AMTNONA
DAVID
L.
FRENCH No.16076PRO
FES
S
IONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/6204-007 COB Solid Waste_R20.rvt8/26/2022 11:36:24 AMPermit / Bidding DrawingsAugust 26, 2022
S005
ROOF LOADING
PLAN
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
DLF
DLF
Permit / Bidding Drawings
1/8" = 1'-0"1 ROOF LOADING PLAN
F ROOF SL = 30 PSF (N-R) N/A
E GARAGES: PASSENGER VEHICLES 40 PSF (N-R) 3000 LBS
D STAIRS AND EXIT WAYS 100 PSF 300 LBS
C STORAGE: LIGHT 125 PSF (N-R) N/A
B OFFICE BUILDINGS: CORRIDORS 80 PSF 2000 LBS
A OFFICE BUILDINGS: OFFICES 50 PSF + PARTITIONS 2000 LBS
MARK USE UNIFORM LOAD CONCENTRATED
LOAD
LIVE LOAD (LL) DESIGNATION
1 ROOF: LIGHT FRAMED 15 SF N/A
MARK USE
SUPERIMPOSED
UNIFORM LOAD
CONCENTRATED
LOAD
DEAD LOAD (SDL) DESIGNATIONS
LOADING SYMBOLS LEGEND
41
FDN/SLAB NOTES
1. PROJECT DATUM ELEVATION = 100' -0" (SEE CIVIL DRAWINGS FOR ABSOLUTE
ELEVATION). ALL SPOT ELEVATIONS ARE IN REFERENCE TO THE DATUM
ELEVATION.
2. REFER TO THE GENERAL NOTES FOR ADDITIONAL REQUIREMENTS.
3. REFER TO THE DRAWING ANNOTATIONS & SYMBOLS FOR EXPLANATION OF
DRAWING CONVENTIONS.
4. REFER TO THE S7 SERIES OF DRAWINGS FOR TYPICAL DETAILS. TYPICAL
DETAILS ARE NOT NECESSARILY REFERENCED BY CALLOUTS ON PLAN; IT IS
THE CONTRACTOR'S RESPONSIBILITY TO FOLLOW THE REQUIREMENTS OF
THE DETAILS AT THE LOCATION AT WHICH THEY OCCUR.
5. COORDINATE THE FOLLOWING ITEMS WITH DRAWINGS OF OTHER
DISCIPLINES:
• SUBGRADE PREPARATION REQUIREMENTS BELOW FOOTINGS AND SLABS
ON GRADE AND BACKFILL REQUIREMENTS BEHIND BASEMENT AND
RETAINING WALLS; SEE THE PROJECT GEOTECHNICAL REPORT.
• SIZES AND LOCATIONS OF OPENINGS AND PENETRATIONS THROUGH
WALLS AND FLOORS; SEE ARCHITECTURAL, ELECTRICAL, MECHANICAL,
AND PLUMBING DRAWINGS.
• EXTERIOR CONCRETE, INCLUDING SLABS AND SITE RETAINING WALLS; SEE
ARCHITECTURAL, CIVIL, AND LANDSCAPE DRAWINGS.
• ELEVATOR SUMP PITS; SEE ARCHITECTURAL AND ELEVATOR SUPPLIER
DRAWINGS.
• RECESSED AND DEPRESSED FLOOR AREAS; SEE ARCHITECTURAL
DRAWINGS.
• EXTENT OF AND REQUIREMENTS FOR MASONRY VENEER; SEE
ARCHITECTURAL DRAWINGS.
• LOCATIONS AND REQUIREMENTS FOR NON-BEARING / NON-STRUCTURAL
PARTITION WALLS; SEE ARCHITECTURAL DRAWINGS.
• LOCATION, SIZE, AND ANCHORAGE OF ELECTRICAL MECHANICAL, AND
PLUMBING EQUIPMENT; SEE ELECTRICAL, MECHANICAL, AND PLUMBING
DRAWINGS.
7. EXTERIOR GRIDLINES ARE ALIGNED TO THE FACE OF FOUNDATION WALL AND
INTERIOR GRIDLINES ARE ALIGNED TO THE CENTER OF COLUMN OR WALL,
UNLESS NOTED OTHERWISE.
8. SLAB ON GRADE SHALL BE 5" THICK AND REINFORCED WITH #4 @ 12" ON
CENTER, IN EACH DIRECTION.
9. LOCATIONS OF SLAB ON GRADE CONTROL JOINTS ARE NOT SHOWN. THE
CONTRACTOR SHALL SUBMIT A DETAILED LAYOUT OF PROPOSED JOINT
LOCATIONS AT LEAST (7)DAYS PRIOR TO SLAB PLACEMENT FOR REVIEW AND
APPROVAL.
10. BEARING AND EXTERIOR WALL FRAMING SHALL BE 2X6 STUDS AT 16”ON
CENTER, UNLESS NOTED OTHERWISE.
11. PROVIDE KING STUDS AT JAMBS OF OPENINGS IN WOOD FRAMED EXTERIOR
WALLS; SEE SCHEDULE.
12. FASTEN PLIES OF WALL STUDS FOR COLUMNS, KING STUDS, AND TRIMMER
STUDS AS SPECIFIED IN THE GENERAL NOTES AND/OR TYPICAL DETAILS.
13. EXISTING FOUNDATION CONDITIONS ARE ASSUMED. PLEASE COORDINATE
ALL DISCREPENCIES WITH ENGINEER OF RECORD PRIOR TO ANY NEW
CONSTRUCTION.
3 4 5
A
B
C
E
F
D
21
70' - 0"16' - 6"14' - 8"6' - 10"10' - 0"118' - 0"3' - 6"118' - 3"54' - 0"24' - 0"
199' - 9"HSS5X5X1/4BP-3HSS5X5X3/8BP-1HSS5X5X1/4BP-23' - 0"3' - 0"3' - 0"2' - 11 1/2"2
S300 5" SLAB ON GRADE W/
#4'S @ 12" O.C. EA WAY
3
S300
7
S300
16
S300
S1
S1
S1
S1
SIMPSON WSWH24X9
SIMPSON WSWH24X9
SIMPSON STRONGWALL
CF3
-4' -4"
CF3
-4' -4"
C2
C2
C2
F1
-1' -0"
15
S300
1
S300
1
S300
S1
S1
S1
14
S300
5" SLAB ON GRADE
TYP
HDU-2
HDU-2
HDU-2
HDU-2
HDU2
HDU-2 HDU-2
9
S300
HDU5HDU5
S500
5
LICEN S E D
AMTNONA
DAVID
L.
FRENCH No.16076PRO
FES
S
IONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/6204-007 COB Solid Waste_R20.rvt8/26/2022 11:36:24 AMPermit / Bidding DrawingsAugust 26, 2022
S101
FOUNDATION/SLAB
PLAN
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
DLF
DLF
Permit / Bidding Drawings
N
CONCRETE WALLS - SCHEDULE
MARK THICKNESS HORIZ REINF VERT REINF
C2 8" #5 @ 12" OC #5 @ 16" OC
CONTINUOUS FOOTINGS - SCHEDULE
MARK WIDTH THICKNESS # OF REINF MATS TRANS REINF LONG REINF
CF3 2' - 0" 1' - 0" 1 (3) #5
SPREAD FOOTINGS - SCHEDULE
MARK SIZE REINFORCEMENT
F1 48" x 48" x 12 (5) #5's EA WAY
1/8" = 1'-0"1 Level 1
N/A
42
PLAN NOTES
1. PROJECT DATUM ELEVATION = 100' -0" (SEE CIVIL DRAWINGS FOR ABSOLUTE
ELEVATION). ALL SPOT ELEVATIONS ARE IN REFERENCE TO THE DATUM
ELEVATION.
2. REFER TO THE GENERAL NOTES FOR ADDITIONAL REQUIREMENTS.
3. REFER TO THE DRAWING ANNOTATIONS & SYMBOLS FOR EXPLANATION OF
DRAWING CONVENTIONS.
4. REFER TO THE LOADING PLAN FOR DESIGN CRITERIA, SHEET S005
5. REFER TO THE DETAIL SHEETS FOR TYPICAL DETAILS. TYPICAL DETAILS ARE
NOT NECESSARILY REFERENCED BY CALLOUTS ON PLAN; IT IS THE
CONTRACTOR'S RESPONSIBILITY TO FOLLOW THE REQUIREMENTS OF THE
DETAILS AT THE LOCATION AT WHICH THEY OCCUR.
6. COORDINATE THE FOLLOWING ITEMS WITH DRAWINGS OF OTHER
DISCIPLINES:
• SIZES AND LOCATIONS OF OPENINGS AND PENETRATIONS THROUGH
WALLS AND FLOORS; SEE ARCHITECTURAL, ELECTRICAL, MECHANICAL,
AND PLUMBING DRAWINGS.
• LOCATIONS AND REQUIREMENTS FOR NON-BEARING / NON-STRUCTURAL
PARTITION WALLS; SEE ARCHITECTURAL DRAWINGS.
• WINDOW AND DOOR LOCATIONS AND ROUGH OPENING SIZES IN WALLS;
SEE ARCHITECTURAL DRAWINGS.
• LOCATION, SIZE, AND ANCHORAGE OF ELECTRICAL MECHANICAL, AND
PLUMBING EQUIPMENT; SEE ELECTRICAL, MECHANICAL, AND PLUMBING
DRAWINGS.
• ROUTING OF DUCTS AND UTILITIES THROUGH WEBS OF TRUSSES OR
JOISTS; SEE MECHANICAL AND PLUMBING DRAWINGS.
8. UNLESS NOTED OTHERWISE, BEAMS AND/OR JOISTS ARE EQUALLY SPACED
BETWEEN COLUMNS.
9. BEARING AND EXTERIOR WOOD WALL FRAMING SHALL BE 2X6 STUDS AT 16”
ON CENTER, UNLESS NOTED OTHERWISE.
10. THE DESIGN OF PREFABRICATED WOOD TRUSSES IS DEFERRED TO THE
TRUSS SUPPLIER. TRUSSES ARE TO BE DESIGNED FOR THE LOADS
INDICATED ON THE LOADING PLANS AND CRITERIA DEFINED IN THE GENERAL
STRUCTURAL NOTES.
11. ROOF SHEATHING SHALL BE 5/8" THICK, 32/16 SPAN RATING, APA RATED
SHEATHING WITH 10d NAILS AT 6" ON CENTER AT PANEL EDGES AND 10d
NAILS AT 12" ON CENTER AT INTERIOR PANEL SUPPORTS.
12. PROVIDE KING STUDS AT JAMBS OF OPENINGS IN WOOD FRAMED EXTERIOR
WALLS MINIMUM OF (2) KINGS AT ALL DOOR OPENINGS; SEE SCHEDULE.
13. FASTEN PLIES OF WALL STUDS FOR COLUMNS, KING STUDS, AND TRIMMER
STUDS AS SPECIFIED IN THE GENERAL NOTES AND/OR TYPICAL DETAILS.
3 4 5
AA
BB
CC
EE
F F
D
21
70' - 0"16' - 6"14' - 8"6' - 10"10' - 0"118' - 0"3' - 6"118' - 3"54' - 0"24' - 0"
199' - 9"
24" RED-W TRUSSES @ 2'-0" O.C.48' - 0"W18X40 W18X401
S400
2
S400
1
S400
3
S400
4
S400
118' - 3"
WD-1
16' - 6"14' - 8"6' - 10"10' - 0"H1 H1 H2
H3H3H4H46
S400
H27
S400 2X6 @ 16" O.C.
H5
24" RED-W TRUSSES @ 2'-0" O.C.
H1
GLB 5-1/8"X12" DF V4(CONT. OVER SHEAR WALL) 4
S500
LICEN S E D
AMTNONA
DAVID
L.
FRENCH No.16076PRO
FES
S
IONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/6204-007 COB Solid Waste_R20.rvt8/26/2022 11:36:25 AMPermit / Bidding DrawingsAugust 26, 2022
S102
ROOF
STRUCTURAL
PLAN
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
DLF
DLF
Permit / Bidding Drawings
N
ROOF DECK - SCHEDULE
MARK TYPE COMMENTS
WD-1 5/8" PLYWOOD/USB 10D @ 6" EDGE & 12" FIELD
1/8" = 1'-0"1 Top of Roof Structure
43
SLAB-ON-GRADE,
SEE FDN. PLAN
PROVIDE REMOVABLE
PLASTIC CAP @ JOINT
TO ALLOW
INSTALLATION
OF SEALANT
5
1
EVERY-OTHER BAR
EXTENDED THROUGH
JOINT
PLAN"T" SEE1.5"T"NOTES:
1. SEE FDN. PLANS FOR JOINT LOCATION & SPACING.
2. SAWCUT SLAB WITHIN 12 HOURS OF FINAL FLOATING.
SAWCUT JOINT,
SEE NOTES
SIKAFLEX 2C
JOINT SEALANT
W/ BACKER ROD
MIN.T/4TSAW CUT
REINFORCING
INTERRUPTED BY
OPENING
PROVIDE BARS W/ AREA
EQUAL TO INTERRUPTED
REINF. PLACE 1/2 OF THIS
REINF. EA. SIDE OF OPNG.
@ 3" MAX. SPACING.
PROVIDE (1) #4 X 4'-0"
DIAGONAL @ EA. LAYER
OF REINF. -4 CORNERS
OPNG. AS REQ'D.
PROVIDE (1) #4 X 5'-0"
DIAGONAL @ EA. LAYER
OF REINF. -4 SIDES.
NOTE:
OMIT ADDITIONAL REINF. FOR OPENING DIAMETER < 12"
TYP.
LAP
SPLICE,
SLAB-ON-GRADE
OR SLAB ON MTL.
DECK @ SIM.
SEE PLAN
SINK/DRAIN -
REFER.
PLUMB. DWGS.
PLUMBING VENT AND
ASSOCIATED PIPING -
REFER. PLUMB.
DWGS.
NOTE:
REFER. PLUMB. DWGS. FOR ALL SINK/DRAIN LOCATIONS.
SLOPE 1/4" PER FOOT
WITHIN 36" DIA. (MAX.)
AROUND CL. OF SINK/
DRAIN TO ENSURE
POSITIVE DRAINING
SIZE OF LOCAL DEPRESSION)
3'-0" DIA. (MAX. SEE ARCH. FOR
NOTE:
AT CONTRACTOR'S OPTION, CAST-IN-PLACE (C.I.P.) DOWELS MAY BE REPLACED
W/#4X2'-10" W/5" EMBEDMENT DRILLED AND EPOXIED DOWELS (HILTI HIT HY150
OR APPROVE EQUIVALENT), W/ ENTIRE SURFACE @ INTERSECTION OF EXTERIOR
FOUNDATION WALL AND INTERIOR FOOTING ROUGHEN TO 1/4" AMPLITUDE.
INTERIOR BEARING WALL
INTERIOR
WALL FTG.
EXTERIOR
WALL
FDN. WALL &
FTG.
REINF., SEE FDN.
PLAN
DOWELS TO MATCH
LONG. FTG. REINF.,
SEE NOTE BELOW
2X6 KEY x FTG. WIDTH
TYPICAL SECTION
FDN. INSULATION,
SEE ARCH.
PLAN @ CORNER INTERSECTION
(3) #4 C.I.P.
DOWELS TO
MATCH
LONG. FTG. REINF.,
SEE NOTE BELOW
8"
2'-6"
INTERIOR WALL
FTG. & REINF.,
SEE FDN.
DETAILS
(2) #4 C.I.P.
DOWELS TO
MATCH
LONG. FTG. REINF.,
SEE NOTE BELOW
PLAN CORNER INTERSECTION @ SIM.
8"
2'-6"
LAP
INTERIOR WALL
FTG. & REINF.,
SEE FDN.
DETAILS
LAP
3'-6"
FND. WALL BEYOND
TYP. FTG. REINF.
#4 Z-BARS @
12" MAX. O.C.MATCH FDN.
WALL REINF.
1
(MAX)1
#4 @ 12" MAX.
TYP. FTG. REINF.
3'-6"
#4 @ 12" MAX.
MATCH " Tf "THICKNES" Tf ", FTG.VARIES#4 @ 12" O.C. TRANS.
REINF.
T.O.F. =
SEE PLAN
T.O.F. =
SEE PLAN
HOOKED A.B.'S W/
LEVELING NUTS,
SEE NOTE 3
NON-SHRINK GROUT,
SEE NOTE 2
T.O.C. =
SEE COL.
SCHED.
STEEL COLUMN, SEE
FND. OR FRAMING
PLAN FOR CALLOUT
BASE PLATE,
SEE NOTE 4
SECTION A-A SEE NOTE 3EMBEDMENTHSS + 3"1 1/2"1 1/2"1 1/2"HSS + 3"1 1/2"3/16
3/4" PL
3/16
3/4" PL
1 1/2"2"HSS + 3"2"1 1/2"5 1/2"1 1/2"1 1/2"3/16
3/4" PL
1 1/2"2"
HSS + 1 1/2"5 1/2"1 1/2"1/4"
BP-1 BP-2
BP-3
EXT SHEATHING PER
SCHEARWALL SCHED
FTG, SEE PLAN
#5 @ 12" HORIZ
#5 @ 16" VERT
SLAB ON GRADE, SEE
PLAN
STRUCTURAL WALL,
SEE PLAN
1/2" BITUMINOUS MTRL.
5/8" DIA SILL ANCHOR
PER SW SCHEDULE
(2) #5'S CONT
STRUCTURAL WALL, SEE PLAN
EXISTING THICKENED EDGE
SLAB FOUNDATION.
DIMENSIONS UNKNOWN
5/8" DIA SCEW ANCHOR
1' - 0"MIN10"NEW INFILL WALL
SLAB ON GRADE, SEE PLAN1' - 0"EXT PAVING, SEE
CIVIL
SLAB ON GRADE, SEE
PLAN
FDN WALL,
SEE /1 S300
FTG, SEE
PLAN 6"#4 @ 12" O.C.24"
24"
PLAN
SECTION C-C
COLUMN, SEE
PLAN
COLUMN BASE
PLATE, SEE PLAN
CONTRACTION OR
CONSTRUCTION
JOINTS, SEE
FDN./SLAB PLAN
CIRCULAR
BLOCKOUT,
SEE NOTE
C C
COLUMN / BASEPLATE,
SEE PLAN
NOTE:
PROVIDE WATERTIGHT SEAL @ BLOCKOUT PRIOR TO
PLACING FILL AROUND COLUMN TO PREVENT WATER
FROM ENTERING DRAINAGE GRAVEL LAYER BELOW SLAB
CONCRETE FILL
AROUND COL. TO FTG.
BELOW AFTER FLOOR
SLAB IS CURED
FTG, SEE
PLAN
COAT W/ BOND
BREAKER
WRAP COLUMN W/ 30# FELT
AFTER COATING COL. & BASE
PLATE W/ COAL TAR EPOXY
JOINT SEALANT
& BACKER ROD
FOOTING, SEE
PLAN 2" MINFTG BELOW,
SEE PLAN
1-1/2" NON-SHRINK GROUT SLAB ON GRADE, SEE PLAN
5" SLAB-ON-GRADE W/
#4 @12" O.C., EA. WAY
SUBGRADE PREP
PER GENERAL
STRUCT. NOTES
5" SLAB-ON-GRADE 5"NOTE 1CLR.,SEE FDN
PLAN
T.O.SL. =
VARIES
NOTES:
1. PROVIDE 1 1/2" CLEAR COVER UNLESS NOTED OTHERWISE.
SHEARWALL, SEE
PLAN
1' - 0"
(2) #5'S CONT.
SLAB ON GRADE, SEE PLAN
SLAB REINF
EXISTING POLE
BARN STRUCTURE
(ASSUMED)1' - 0"5/8" DIA SCEW ANCHOR
SHEARWALL, SEE
PLAN
1' - 0"(2) #5'S CONT.
SLAB ON GRADE, SEE PLAN
SLAB REINF
1' - 8"3" CLR MIN
SLAB ON GRADE,
SEE PLAN
GURAD RAIL, SEE ARCH
6"N.T.S.12 SLAB ON GRADE CONSTRUCTION JOINT
N.T.S.13 SLAB ON GRADE CONTRACTION JOINT
N.T.S.8 OPENING REINFORCING DETAIL
N.T.S.11 SLOPED CONC. @ DRAIN DETAIL
N.T.S.10 FOUNDATION DETAIL
N.T.S.4 FOOTING STEP
N.T.S.15 COLUMN BASE PLATE DETAILS & SCHEDULE
LICEN S E D
AMTNONA
DAVID
L.
FRENCH No.16076PRO
FES
S
IONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/6204-007 COB Solid Waste_R20.rvt8/26/2022 11:36:26 AMPermit / Bidding DrawingsAugust 26, 2022
S300
CONCRETE
DETAILS
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
DLF
DLF
Permit / Bidding Drawings
N.T.S.1 Typical Foundation Detail
N.T.S.2 FOUNDATION SECTION @ EXISTING GRAGE
N.T.S.3 FOUNDATION @ GARAGE DOORS
N.T.S.16 COLUMN ISOLATION JOINT
N.T.S.6 SLAB ON GRADE
N.T.S.7 FOUNDATION SECTION ALONG EXTG POLE BARN
N.T.S.14 ENTRY FOUNDATION DETAIL
N.T.S.9 SECTION @ RAMP
44
DBL TOP PL
2X BLKG BTWN
TRUSSES
REDBUILT -RED W TRUSS
2X BEARING WALL
SEE PLAN
ROOF SHEATHING
EXTERIOR
SHEATHING
2x6 @ 16" O.C.
(2) 16d @ 8" O.C.
ROOF SHEATHING
ROOF TRUSS
2X NAILER
HSS COL, SEE PLAN
1/4" CAP PL
WF BEAM,
SEE PLAN1 1/2"SPA @ 3"1 1/2"1 1/2"3/8" PL, TYP
1/2"3 1/2"
(5) 3/4" DIA
A325 BOLTS
3/16
TYP
ROOF SHEATHING
ROOF TRUSS
2X NAILER
HSS COL, SEE PLAN
1/4" CAP PL
WF BEAM,
SEE PLAN1 1/2"SPA @ 3"1 1/2"1 1/2"3/8" PL, TYP
1/2"
(5) 3/4" DIA
A325 BOLTS
3/16
TYP
CONT. DBL TOP
PL OVER COLUMN
2x6 @ 16" O.C.
(2) 16d @ 8" O.C.
SECTION A-A HEADER ELEVATION -MID WALL LOCATION
A
A HDR PER
SCHEDULE
TYP WALL STUD
ABOVE HEADER
KING STUDS
PER SCHEDULE
BEARING STUDS
PER SCHEDULE
TYP WALL
STUD ABOVE
HEADER
HDR PER
SCHEDULE
2x TOP PL
HEADER SCHEDULE
HEADER MARK HEADER SIZE BEARING STUDS COMMENT
NOTES:
1. SEE ARCHITECTURAL PLANS FOR OPENING LOCATIONS AND SIZES.
2. SEE GENERAL STRUCTURAL NOTES FOR ADDITIONAL REQUIREMENTS.
3. PROVIDE INSULATION IN HEADER PER ARCHITECTURAL DRAWINGS.
4. PROVIDE (2) KING STUDS AT ALL DOOR OPENINGS INCLUDING GARAGE DOORS
1/2" PLYWOOD
FILLER
PER ARCH
OPENING WIDTH
KING STUD TO
HEADER
ATTACHMENT
PER SCHEDULE,
TYP
H1
H2
H3
H4
(2) 2x8
(2) 2x12
(2) 2x6
(2) 1-3/4"x9-1/4" LVL (2)
(2)
(2)
(1)
SILL PLATE
(2) 2X6
N/A
N/A
N/A
H5 (2) 2x10 (2)2X6
DBL TOP PL
2X BLKG BTWN
TRUSSES
REDBUILT -RED W TRUSS
2X BEARING WALL
SEE PLAN
ROOF SHEATHING
EXTERIOR
SHEATHING
2x6 @ 16" O.C.
(2) 16d @ 8" O.C.
EXISTING POLE BARN
EDGE NAILING
2X6 BLKG
(2) SDS25412
@ EA STUD
(3) 16D NAILS PER BLK
ROOF SHEATHING
2X ROOF JOIST
STRUCTURAL WALL FRAMING
SEE PLAN
EDGE NAILING
EXTERIOR SHEATHING
SEE SW SCHD.
2X ROOF
JOIST
ROOF SHEATHING
2X6 LEDGER W (2)
SDS25412 SCREWS
PER STUD
SIMPSON LU26 HANGER
2X6 BLKG (3) 16D NAILS PER BLK
LICEN S E D
AMTNONA
DAVID
L.
FRENCH No.16076PRO
FES
S
IONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
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PORTLAND OREGON 97205
503 227 4860 TEL
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www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/6204-007 COB Solid Waste_R20.rvt8/26/2022 11:36:26 AMPermit / Bidding DrawingsAugust 26, 2022
S400
FRAMING DETAILS
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
DLF
DLF
Permit / Bidding Drawings
N.T.S.3 ROOF TRUSS TO WALL DETIAL
N.T.S.2 SECTION @ CENTER HSS COLUMN
N.T.S.1 SECTION @ HSS IN WALL
N.T.S.5 HEADER DETAIL AND SCHEDULE
N.T.S.4 ROOF FRAMING ALONG EXISTING POLE BARN
N.T.S.6 ENTRY ROOF SECTION
N.T.S.7 ENTRY ROOF FRAMING DETAIL
45
ANCHOR BOLT,
SEE SCHEDULE
HOLD-DOWN,
AS SCHEDULED
FDTN WALL
FOUNDATION
WALL PLATE(S)
W A L L O P N G
STUD/POST THICKNESS
"T" @ HOLD-DOWN,
AS SCHEDULED
HOLDOWN "CL"
TYPE I
NOTES:
1. HOLD-DOWN LOCATION SHOWN ON PLANS IS APPROXIMATE. LOCATE AT OPENING JAMB OR CORNER
AS INDICATED BELOW. SEE ARCHITECTURAL DRAWINGS FOR OPENING LOCATIONS AND SIZE.
2. SEE GENERAL STRUCTURAL NOTES FOR ADDITIONAL REQUIREMENTS.
HOLD-DOWN SCHEDULE
TYPE MARK TIE / HOLD-DOWN STUD POST/SIZE ANCHORAGE
HDU-2
HDU-5
SIMPSON HDU-2
SIMPSON HDU-5
(2) 2X
(3) 2X
SIMPSON SSTB24
SIMPSON SSTB24
NOTES:
1. SEE GENERAL STRUCTURAL NOTES FOR ADDITIONAL REQUIREMENTS.
2. SEE STRUCTURAL PLANS FOR SHEARWALL CALLOUT.S#
MSTC40 SIMPSON STRAP
TIE @ CUT TOP PL.
BLKG., SEE
FRMG. DETAILS,
PROVIDE EAVE
VENTING PER ARCH.
REQ.
HOLDOWN, WHERE
INDICATED
ON FDN. PLANS, SEE
SCHEDULE FOR SIZE/TYPE
TOP PLATES, SEE GEN. STRUCTURAL
NOTES FOR SPLICES
WALL
OPNG
.
HEADER
WALL
OPNG
.
HEADER
SEE ROOF DETAILS FOR
ATTACHMENT ABOVE
WALL
FIELD ATTACHMENTS, SEE
SHEARWALL SCHEDULE,
TYP.
EDGE ATTACHMENTS, SEE
SHEARWALL SCHEDULE,
TYP.
EDGE BLOCKING, TYP.
(2) ROWS OF FULL HT. EDGE
ATTACHMENTS @ KING STUDS
HEADER DETAIL, TYP. AT EACH FLOOR,
SEE STRUCTURAL NOTES
TOP PLATES, SEE GEN.
STRUCTURAL NOTES
FOR SPLICES
HOLDOWN WHERE
INDICATED
ON FRAMING PLANS, SEE
SCHEDULE FOR SIZE/TYPE
ANCHOR BOLT PER
SHEARWALL
SCHEDULE
EDGE ATTACHMENTS, SEE
SHEARWALL SCHEDULE,
TYP.
BOTTOM/SILL PLATE PER
SHEARWALL SCHEDULE
BOTTOM/SILL PLATE PER
SHEARWALL SCHEDULE
PROVIDE (2) ROWS OF EDGE
ATTACHMENT @ HOLD-
DOWN POSTS, TYP.
NOTES:
1. SEE GENERAL STRUCTURAL NOTES FOR ADDITIONAL REQUIREMENTS.
2. SEE STRUCTURAL PLANS FOR SHEARWALL CALLOUT. WHERE A SHEATHING DESIGNATION IS NOT PROVIDED AT EXTERIOR WALLS,
PROVIDE SHEATHING AND ATTACHMENT PER TYPE S1.
3. SHEATHING AND ATTACHMENT TYPE IS REQUIRED OVER THE ENTIRE LENGTH OF THE WALL INDICATED.
4. SHEATHING SHALL BE 15/32 EXTERIOR STRUCTURAL I PANELS.
5. PROVIDE 3"X3"X1/4" PLATE WASHERS AT SILL PLATE FOR ALL ANCHOR BOLTS, LAG BOLTS, AND POST INSTALLED ANCHORS.
6. PER CONTRACTORS OPTION, IN LIEU OF CAST-IN-PLACE ANCHORS, IT IS ACCEPTABLE TO PROVIDE POST INSTALLED ANCHORS,
WITH 6" EMBED INTO CONCRETE. SEE GENERAL STRUCTURAL NOTES FOR REQUIREMENTS.
4
C 6"6"SIMPSON STRONGWALL
6
S500
C
2"2"SIMPSON STRONG WALL
WALL FRAMING SEE PLAN/HDR SCHEDULE
(2) #3 HAIRPINS
WALL REINFORCING
3"
(2) #5 VERT. EA END
GLB, SEE PLAN
HDR, SEE PLAN
SIMPSON STRONG WALL
TYPICAL WALL FRAMING
WSWH-TP TOP CONNECTION1' - 0"1' - 6"
SIMPSON MSTA36
EA SIDE
SIMPSON MSTA36
LICEN S E D
AMTNONA
DAVID
L.
FRENCH No.16076PRO
FES
S
IONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/6204-007 COB Solid Waste_R20.rvt8/26/2022 11:36:27 AMPermit / Bidding DrawingsAugust 26, 2022
S500
SHEARWALL
DETAILS
Office Remodel and
Garage Addition
2143 Story Mill Rd
City of Bozeman -Solid Waste
Facility
21 1111
DLF
DLF
Permit / Bidding Drawings
N.T.S.1 W6. HOLD-DOWN DETAIL AND SCHEDULE
N.T.S.2 W12. WOOD SHEATHED SHEARWALL ELEVATION
N.T.S.3 SHEARWALL SCHEDULE
SHEATHED SHEARWALL - SCHEDULE
MARK STUD SIZE STUD SPA. PANEL SHEAR PANEL ATTACHMENT
FRG AT
PANEL
EDGES
ANCHOR
C2
S1 2x6 16" OC (1) SIDED 10D @6" EDGE, 12" FIELD (1) 2X
5/8" DIA @
4'-0" OC
N.T.S.5 PIER @ SIMPSON STRONG WALL
N.T.S.6 FOUNDATION @ SIMPSON STRONG WALL
N.T.S.4 STRONG WALL HEAD DETAIL
46
HUMIDISTATH
THERMOSTAT W/ LOCKABLE COVERT
CARBON MONOXIDE / NITRIC OXIDE SENSORCO/NO
DUCT UP (PLAN VIEW)
DUCT DOWN (PLAN VIEW)
RECTANGULAR DUCT
WIDTH x DEPTHW"xD"
ROUND DUCT
DIAMETER
X"ø
X"ø
FLEXIBLE DUCT
DIAMETER
R INCLINED RISE - IN DIRECTION OF AIRFLOW
D INCLINED DROP - IN DIRECTION OF AIRFLOW
INTERNAL DUCT LINING
ELBOW WITH TURNING VANES
RADIUS ELBOW
W"/D"OVAL DUCT
WIDTH/DEPTH
SUPPLY DUCT (SECTION VIEW)
RETURN DUCT (SECTION VIEW)
EXHAUST DUCT (SECTION VIEW)
OUTDOOR AIR DUCT (SECTION VIEW)
MANUAL VOLUME DAMPER
BACKDRAFT DAMPER
ZONE DAMPER
BYPASS DAMPER
MOTORIZED DAMPER
FIRE DAMPER
FIRE/SMOKE DAMPER
SMOKE DAMPERZBMFFSSFLOOR/CEILING SUPPLY DIFFUSER
FLOOR/CEILING RETURN GRILLE
FLOOR/CEILING EXHAUST GRILLE
REMOTE VOLUME DAMPER
SIDEWALL SUPPLY DIFFUSER
SIDEWALL RETURN/EXHAUST GRILLE
HVAC DUCTWORK
STATIC PRESSURE SENSORSP
DIFFERENTIAL PRESSURE SENSORDP
BUILDING PRESSURE SENSOR
ANNOTATION SYMBOLS
X
X
X
X
CFM
X
DETAIL NUMBER
SHEET NUMBER
SECTION NUMBER
SHEET NUMBER
AIR DEVICE MARK AND CFM
ME-#MECHANICAL EQUIPMENT MARK
POINT OF NEW CONNECTION
POINT OF DISCONNECTION
THERMOSTATT
ZONED THERMOSTATT
ZONED THERMOSTAT - MASTERT
ROOM HUMIDITY SENSOR
ROOM CO2 SENSOR
$WALL SWITCH
CFM
X AIR DEVICE MARK AND CFM -
PROVIDE OPPOSED BLADE DAMPER
OBD
CFM
X AIR DEVICE MARK AND CFM -
PROVIDE RADIAL DAMPER
RD
X
X
3D VIEW NUMBER
SHEET NUMBER
#M
MECHANICAL LEGEND
RBDROOM TEMPERATURE SENSOR
HVAC CONTROL SYMBOLS
NOTE: THIS IS A STANDARD LEGEND. NOT ALL PIPE TYPES AND
SYMBOLS ARE NECESSARILY UTILIZED IN THE DRAWINGS.
ID INSIDE DIAMETER
IFB INTEGRAL FACE & BYPASS
IGV INLET GUIDE VANES
IPS IRON PIPE SIZE
IU INDUCTION UNIT
KW KILOWATTS
KWH KILOWATT HOUR
LAT LEAVING AIR TEMPERATURE (°F)
LF LINEAR FEET
LWT LEAVING WATER TEMPERATURE (°F)
M MOTOR OPERATED
MAU MAKEUP AIR UNIT
MB MIXING BOX
MBH 1000 BTU/HR
MC MECHANICAL CONTRACTOR
MFR MANUFACTURER
MS MINI-SPLIT
NC NOISE CRITERIA
NC NORMALLY CLOSED
NIC NOT IN CONTRACT
NO NORMALLY OPEN
NPS NOMINAL PIPE SIZE
OA OUTSIDE AIR
OAD OUTSIDE AIR DAMPER
OBD OPPOSED BLADE DAMPER
P PUMP
PC PLUMBING CONTRACTOR
PD PRESSURE DROP
PH PHASE
PHC PREHEAT COIL
PPM PART PER MILLION
PROP PROPELLER
PRV PRESSURE REDUCING VALVE
PSIA PSI, ABSOLUTE
PSIG PSI, GAUGE
QTY QUANTITY
R REGISTER
RA RETURN AIR
RD RADIAL DAMPER
RF RETURN/RELIEF AIR FAN
RH RELATIVE HUMIDITY
RHC REHEAT COIL
SA SUPPLY AIR
SAF SUPPLY AIR FAN
SC SENSIBLE COOLER
SCFM CFM, STANDARD CONDITIONS
SD SMOKE DETECTOR
SEER SEASONAL ENERGY EFFICIENCY RATIO
SENS SENSIBLE
SP STATIC PRESSURE
SPS STATIC PRESSURE SENSOR
SS STAINLESS STEEL
T THERMOSTAT
TA TRANSFER AIR
TCC TEMPERATURE CONTROL CONTRACTOR
TCP TEMPERATURE CONTROL PANEL
TG TRANSFER GRILL
TOD TOP OF DUCT
TOP TOP OF PIPE
TOS TOP OF STEEL
TSP TOTAL STATIC PRESSURE
TYP TYPICAL
UH UNIT HEATER
UNC UNDERCUT
UV UNIT VENTILATOR
VA VOLT-AMPERE
VAV VARIABLE AIR VOLUME
VD VOLUME DAMPER
VEL VELOCITY
VFD VARIABLE FREQUENCY DRIVE
VRF VARIABLE REFRIGERANT FLOW
WB WET BULB TEMPERATURE (°F)
WC WATER COLUMN
WG WATER GAUGE
WSHP WATER SOURCE HEAT PUMP
ΔT TEMPERATURE DIFFERENCE (°F)
ACC AIR COOLED CONDENSER
ACU AIR CONDITIONING UNIT
AD ACCESS DOOR
ADJ ADJUSTABLE
AF AIR FOIL
AFF ABOVE FINISHED FLOOR
AFG ABOVE FINISHED GRADE
AFR ABOVE FINISHED ROOF
AFS AIR FLOW STATION
AHU AIR HANDLING UNIT
AP ACCESS PANEL
ATC AUTOMATIC TEMPERATURE CONTROL
ATM ATMOSPHERE
AWG AMERICAN WIRE GAUGE
B BOILER
BB BASEBOARD
BC BACKWARD CURVED
BD BACKDRAFT DAMPER
BF BOILER FEED
BHP BRAKE HORSEPOWER
BI BACKWARD INCLINED
BMS BUILDING MANAGEMENT SYSTEM
BOD BOTTOM OF DUCT
BOJ BOTTOM OF JOIST
BOS BOTTOM OF STEEL
BTU BRITISH THERMAL UNIT
C COMMON
CAV CONSTANT AIR VOLUME
CC COOLING COIL
CCW COUNTER CLOCKWISE
CFM CUBIC FEET PER MINUTE
CH CHILLER
C&I CONTROLS & INSTRUMENTATION
CLG CEILING
CMU CONCRETE MASONRY UNIT
CND CONDENSATE
CONT CONTINUATION
CORR CORRIDOR
CT COOLING TOWER
CU CONDENSING UNIT
CH CABINET HEATER
CV CONTROL VALVE
CVS CONTROL VALVE STATION
CW CLOCKWISE
dB DECIBEL
DB DRY BULB TEMPERATURE (°F)
DDC DIRECT DIGITAL CONTROL
DH DUCT HEATER
DP DEW POINT TEMPERATURE (°F)
DX DIRECT EXPANSION
E EXHAUST
EA EXHAUST AIR
EAT ENTERING AIR TEMPERATURE (°F)
EC ELECTRICAL CONTRACTOR
EDR EQUIVALENT DIRECT RADIATION
EER ENERGY EFFICIENCY RATIO
EF EXHAUST FAN
EFF EFFICIENCY
ELEV ELEVATION
ERV ENERGY RECOVERY VENTILATOR
ESP EXTERNAL STATIC PRESSURE
ET EXPANSION TANK
EWT ENTERING WATER TEMPERATURE (°F)
F&T FLOAT & THERMOSTATIC
FA FACE AREA
FC FORWARD CURVED
FC FAN COIL
FP FIRE PROTECTION
FPM FEET PER MINUTE
FT FEET
GA GAUGE OR GAGE
GC GENERAL CONTRACTOR
GEN GENERATOR
GH GRAVITY HOOD
GPD GALLONS PER DAY
GPH GALLONS PER HOUR
GPM GALLONS PER MINUTE
H HUMIDIFIER
HC HEATING COIL
HG MERCURY
HOA HAND-OFF-AUTOMATIC
HP HORSEPOWER
HR HOUR
HX HEAT EXCHANGER
ABBREVIATIONS
(E) ME-#EXISTING MECHANICAL EQUIPMENT
(D) ME-#DEMOLISHED MECHANICAL EQUIPMENT
#
T
H
C
P
ADJUSTABLE ROOM TEMPERATURE SENSOR T
COMBO ROOM TEMPERATURE & CO2 SENSORT
A
C
ADJUSTABLE COMBO ROOM TEMP & CO2 SENSORT
C/A
INSTALLATION:
A. NEW PIPING, DUCTWORK AND EQUIPMENT TO BE INSTALLED IN
ACCORDANCE WITH THE CURRENTLY ADOPTED INTERNATIONAL
MECHANICAL AND INTERNATIONAL BUILDING CODES.
B. EQUIPMENT SHALL BE INSTALLED LEVEL, PLUMB, AND FIRMLY
ANCHORED IN LOCATIONS INDICATED ON PLAN. OBSERVE
MANUFACTURER'S INSTALLATION INSTRUCTIONS AND RECOGNIZED
INDUSTRY PRACTICES TO ENSURE THAT PRODUCTS SERVE THEIR
INTENDED FUNCTION.
C. INSTALL EQUIPMENT, DUCTWORK, AND PIPING SO AS TO MAINTAIN
CODE REQUIRED CLEARANCES FOR ELECTRICAL AND
TELECOMMUNICATION EQUIPMENT.
D. ELEMENTS PENETRATING BUILDING COMPONENTS (ROOF
ASSEMBLIES, WALL ASSEMBLIES, ETC.) SHALL BE SEALED WEATHER
AND WATER TIGHT. COORDINATE PENETRATIONS WITH GENERAL
CONTRACTOR TO PATCH TO THE SATISFACTION OF THE ARCHITECT
OR ENGINEER.
COORDINATION:
A. IT SHALL BE THE RESPONSIBILITY OF THE MECHANICAL
CONTRACTOR TO FIELD COORDINATE THE LOCATION OF
EQUIPMENT, ROUTING OF DUCTWORK, AND ROUTING OF PIPING
WITH OTHER TRADES.
B. IT SHALL BE THE RESPONSIBILITY OF THE MECHANICAL
CONTRACTOR TO REVIEW THE DRAWINGS OF OTHER DISCIPLINES
AND PROVIDE THE NECESSARY LABOR AND MATERIALS REQUIRED
FOR A COMPLETE INSTALLATION.
C. COORDINATE THE INSTALLATION OF GRILLES, REGISTERS AND
DIFFUSERS WITH THE ARCHITECTURAL REFLECTED CEILING PLANS,
THE ELECTRICAL LIGHTING PLANS, AND IF RELEVANT, THE
TELECOMMUNICATION AND FIRE SPRINKLER PLANS.
ELECTRICAL COORDINATION:
A. SEE THE MEP COORDINATION SCHEDULE FOR ELECTRICAL
INFORMATION. COORDINATE WITH OTHER TRADES TO ENSURE THAT
ELECTRICAL DISCONNECTS, MOTOR STARTERS, VARIABLE
FREQUENCY DRIVES, CONTROLS, AND ELECTRICAL ACCESSORIES
ARE FURNISHED AND/OR INSTALLED BY THE APPROPRIATE TRADE.
SITE ELEVATION:
A. EQUIPMENT SHALL BE SELECTED FOR THE PROJECT ELEVATION OF
4,800’.
MECH. GENERAL NOTES
M O N T
N
A
PROF
E
SSIONA L E N G IN EERJOSEPH R.
HUGHES
No. 41135 PE
LICE N DES
A
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architect s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:50:55 AMPermit / Bidding DrawingsAugust 26, 2022
M001
MECHANICAL
LEGEND & NOTES
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
DRT
JRH
Permit / Bidding Drawings
HVAC SHEET INDEX
NUMBER SHEET NAME
HVAC SHEET INDEX
NUMBER SHEET NAME
M001 MECHANICAL LEGEND & NOTES
M002 MECHANICAL SPECIFICATIONS
M003 MECHANICAL SCHEDULES & DETAILS
MD101 MECHANICAL DEMO PLAN
M101 MECHANICAL FLOOR PLAN
47
MECHANICAL SPECIFICATIONS
GENERAL
1. THE MECHANICAL CONTRACTOR SHALL INCLUDE ALL ITEMS, ARTICLES, MATERIALS, OPERATIONS AND METHODS LISTED, MENTIONED, OR
SCHEDULED IN THESE SPECIFICATIONS AND THE ACCOMPANYING DRAWINGS. ALL MATERIAL, EQUIPMENT, AND LABOR SHALL BE FURNISHED
TOGETHER WITH ALL INCIDENTAL ITEMS REQUIRED BY GOOD PRACTICE TO PROVIDE THE COMPLETE SYSTEMS DESCRIBED.
2. EXAMINE AND REFER TO ALL ARCHITECTURAL, CIVIL, STRUCTURAL, ELECTRICAL, UTILITY, LANDSCAPE AND MECHANICAL DRAWINGS AND
SPECIFICATIONS FOR CONSTRUCTION CONDITIONS WHICH MAY AFFECT THE MECHANICAL WORK. INSPECT THE BUILDING SITE AND EXISTING
FACILITIES FOR VERIFICATION OF PRESENT CONDITIONS. MAKE PROPER PROVISIONS FOR THESE CONDITIONS IN PERFORMANCE OF THE
WORK AND COST THEREOF.
3. ALL WORK ON THE PROJECT SHALL CONFORM TO ALL ADOPTED CITY, STATE, AND NATIONAL CODES & REGULATIONS. SUCH CODES &
REGULATIONS INCLUDE, BUT ARE NOT LIMITED TO, THE IBC, IMC, IECC, UPC, NFPA, NEC, SERVICING UTILITY COMPANIES AND THE AUTHORITY
HAVING JURISDICTION.
4. THE MECHANICAL AND ELECTRICAL CONTRACTORS SHALL BE RESPONSIBLE FOR AND PAY FOR ALL FEES AND PERMITS REQUIRED FOR WORK
UNDER THEIR CONTRACT AND UNDER THEIR SUPERVISION BY SUBCONTRACT.
5. ALL USAGE CONTRACTS BETWEEN THE OWNER AND THE SERVING UTILITIES COMPANY, SUCH AS MEMBERSHIP AND USAGE CHARGES OR
FEES, ETC., FOR THE PURPOSE OF OBTAINING THE SERVICES FOR THE UTILITY COMPANY SHALL BE APPLIED FOR AND PAID FOR BY THE
OWNER.
RESPONSIBILITY
1. THE MECHANICAL CONTRACTOR SHALL BE RESPONSIBLE FOR THE INSTALLATION OF A SATISFACTORY AND COMPLETE SYSTEM IN
ACCORDANCE WITH THE INTENT OF THE DRAWING AND SPECIFICATIONS. PROVIDE, AT NO EXTRA COST, ALL INCIDENTAL ITEMS, MATERIALS,
ACCESSORIES AND LABOR REQUIRED FOR COMPLETION OF THE WORK EVEN THOUGH THEY ARE NOT SPECIFICALLY MENTIONED OR
INDICATED ON THE DRAWINGS OR IN THE SPECIFICATIONS.
2. THE DRAWINGS DO NOT ATTEMPT TO SHOW COMPLETE DETAILS OF THE BUILDING CONSTRUCTION WHICH AFFECT THE MECHANICAL
INSTALLATION; AND REFERENCE IS THEREFORE REQUIRED TO THE ARCHITECTURAL, CIVIL, STRUCTURAL, LANDSCAPE AND ELECTRICAL
DRAWINGS AND SPECIFICATIONS AND TO SHOP DRAWINGS OF ALL TRADES FOR ADDITIONAL DETAILS WHICH AFFECT THE INSTALLATION OF
THE WORK COVERED UNDER THIS DIVISION OF THE CONTRACT.
3. LOCATION OF MECHANICAL SYSTEM COMPONENTS SHALL BE CHECKED FOR CONFLICTS WITH OPENINGS, STRUCTURAL MEMBERS AND
COMPONENTS OF OTHER SYSTEMS HAVING FIXED LOCATIONS. IN THE EVENT OF ANY CONFLICTS, THE ARCHITECT/ENGINEER SHALL BE
CONSULTED AND THEIR DECISION SHALL GOVERN. NECESSARY CHANGES SHALL BE MADE AT THE CONTRACTOR'S EXPENSE.
4. DO NOT INSTALL EQUIPMENT UNTIL COMPLETE SHOP DRAWINGS OF SUCH EQUIPMENT HAVE BEEN APPROVED BY THE ARCHITECT/ENGINEER.
ANY WORK INSTALLED BY THE CONTRACTOR, PRIOR TO APPROVAL OF SHOP DRAWINGS, WILL BE AT THE CONTRACTOR'S RISK.
5. ALL MODIFICATIONS AND CHANGES REQUIRED DUE TO INSTALLATION OF EQUIPMENT OTHER THAN THE EQUIPMENT SCHEDULED AND
SPECIFIED SHALL BE MADE AT THE CONTRACTOR'S EXPENSE, THIS INCLUDES WORK BY OTHER TRADES. IF THE INSTALLATION OF EQUIPMENT
OTHER THAN THE SCHEDULED AND SPECIFIED EQUIPMENT REQUIRES MODIFICATIONS TO STRUCTURE, ELECTRICAL SYSTEMS, PLUMBING
SYSTEMS, FIRE PROTECTION OR FIRE ALARM SYSTEMS, ANY AND ALL CHANGES SHALL BE MADE AT THE MECHANICAL CONTRACTORS
EXPENSE.
6. ALL WORK TO BE PERFORMED SHALL FIRST BE SCHEDULED AND SUBMITTED TO THE OWNER'S REPRESENTATIVE FOR ACCEPTANCE.
7. THE CONTRACTOR SHALL BE CAREFUL NOT TO BLOCK ANY PATHS OF EGRESS WHILE PERFORMING THE WORK SPECIFIED.
8. THE CONTRACTOR SHALL BE RESPONSIBLE FOR CLEANUP OF ALL MATERIALS RESULTING FROM HIS/HER WORK. CLEANUP SHALL BE
PERFORMED TO THE LEVEL OF ACCEPTANCE OF THE OWNER'S REPRESENTATIVE & THE ENGINEER.
9. THE CONTRACTOR SHALL GUARANTEE THAT ALL WORK EXECUTED UNDER THEIR CONTRACT SHALL BE FREE OF DEFECTS OF MATERIALS AND
WORKMANSHIP FOR A PERIOD OF ONE (1) YEAR FROM THE DATE OF SUBSTANTIAL COMPLETION.
INTENT OF DRAWINGS
1. THE DRAWINGS ARE PARTLY DIAGRAMMATIC AND DO NOT NECESSARILY SHOW EXACT LOCATION OF PIPING AND DUCTWORK UNLESS
SPECIFICALLY DIMENSIONED. RISER AND OTHER DIAGRAMS ARE SCHEMATIC AND DO NOT NECESSARILY SHOW THE PHYSICAL ARRANGEMENT
OF THE EQUIPMENT. THEY SHALL NOT BE USED FOR OBTAINING LINEAL RUNS OF PIPING OR DUCTWORK, NOR SHALL THEY BE USED FOR SHOP
DRAWINGS FOR PIPING AND DUCTWORK FABRICATION OR ORDERING. DISCREPANCIES SHOWN ON DIFFERENT PLANS, OR BETWEEN PLANS
AND ACTUAL FIELD CONDITIONS SHALL BE BROUGHT TO THE ATTENTION OF THE ARCHITECT/ENGINEER FOR RESOLUTION.
MATERIALS AND EQUIPMENT
1. MANUFACTURER'S TRADE NAMES AND CATALOG NUMBERS ARE LISTED TO INDICATE THE QUALITY OF EQUIPMENT OR MATERIALS DESIRED
FOR INSTALLATION.ALTERNATIVE EQUIPMENT OR MATERIALS MAY BE SUBMITTED FOR PRIOR APPROVAL BEFORE BIDDING THE PROJECT. NO
SUBSTITUTIONS WILL BE ALLOWED AFTER BIDDING.
2. WRITTEN PRIOR APPROVAL FOR SUBSTITUTIONS MUST BE SUBMITTED TO AND RECEIVED BY THE ARCHITECT/ENGINEER SEVEN (7) DAYS PRIOR
TO BID OPENING. REQUESTS FOR SUBSTITUTION ARE TO BE SUBMITTED SUFFICIENTLY AHEAD OF THE DEADLINE TO GIVE AMPLE TIME FOR
EXAMINATION. PRIOR APPROVAL REQUEST FOR SUBSTITUTION MUST INDICATE THE SPECIFIC ITEM OR ITEMS TO BE FURNISHED IN LIEU OF
THOSE SCHEDULED, TOGETHER WITH COMPLETE TECHNICAL AND COMPARATIVE DATA ON SCHEDULED ITEMS AND ITEMS PROPOSED FOR
SUBSTITUTION.
3. HIGH ALTITUDE OPERATION: CAPACITY OF ALL EQUIPMENT IS TO BE SIZED AND MANUFACTURED TO PERFORM AT THE ELEVATION OF THE
PROJECT SITE. IF NOT SPECIFICALLY INDICATED IN THE EQUIPMENT SCHEDULE OR IN THE SPECIFICATIONS PROVIDE ALL REQUIRED
ACCESSORIES AND EQUIPMENT FOR PROPER OPERATION AT ELEVATION OF THE PROJECT SITE.
4. STORE MATERIALS AND EQUIPMENT INDOORS AT THE JOB SITE OR, IF THIS IS NOT POSSIBLE, STORE ON RAISED PLATFORMS AND PROTECT
FROM THE WEATHER BY MEANS OF WATERPROOF COVERS. COVERINGS SHALL PERMIT CIRCULATION OF AIR AROUND THE MATERIALS TO
PREVENT CONDENSATION OF MOISTURE. SCREEN OR CAP OPENINGS IN EQUIPMENT TO PREVENT THE ENTRY OF VERMIN.
5. ALL NEW PIPING SHALL BE IDENTIFIED WITH SETON SET MARK PIPE MARKERS, LETTERED TO MATCH EXISTING -IF APPLICABLE -AND MARKED
AT A MAXIMUM OF EVERY 25 FT. ALL NEW VALVES SHALL BE IDENTIFIED WITH BRASS OR ALUMINUM VALVE TAGS.
MATERIALS AND EQUIPMENT (CONT.)
6. SEE THE DUCTWORK SCHEDULE AND MECHANICAL PIPING SCHEDULE ON THE DRAWINGS FOR MATERIAL AND INSULATION REQUIREMENTS.
7. COORDINATE THE INSTALLATION OF GRILLES, REGISTERS AND DIFFUSERS WITH THE ARCHITECTURAL REFLECTED CEILING PLANS AND THE
ELECTRICAL LIGHTING PLANS.
8. VERIFY THE LOCATION OF THERMOSTATS AND SENSORS WITH THE ARCHITECT AND ENGINEER PRIOR TO INSTALLATION. INSTALL
THERMOSTATS 48" ABOVE FINISHED FLOOR PER ADA REQUIREMENTS.
9. PROVIDE AND INSTALL SEISMIC BRACING FOR ALL EQUIPMENT, DUCTWORK AND PIPING PER THE REQUIREMENTS OF THE INTERNATIONAL
BUILDING CODE.
10. FLEXIBLE DUCTWORK BETWEEN BRANCH DUCTS AND GRILLES, REGISTERS OR DIFFUSERS SHALL BE LIMITED TO 5FT.
11. INSTALL ACCESSIBLE PLUMBING FIXTURES IN COMPLIANCE WITH ADA REQUIREMENTS. INSULATE ALL EXPOSED PIPING BELOW ADA
ACCESSIBLE FIXTURES.
12. INSTALL FLOOR DRAIN STRAINERS AND CLEANOUT COVERS FLUSH AND LEVEL WITH FINISHED FLOOR.
13. THE MECHANICAL CONTRACTOR SHALL BE RESPONSIBLE FOR FIRE-CAULKING ALL FIRE-RATED AND SMOKE-RATED WALL PENETRATIONS OF
PIPING, DUCTWORK, ETC.
14. PROVIDE ACCESS DOORS TO ALLOW SERVICE AND INSPECTION OF EQUIPMENT, VALVES, DAMPERS AND DEVICES INSTALLED ABOVE NON-
REMOVABLE CEILINGS.
SHOP DRAWINGS AND SUBMITTALS
1. WITHIN 30 DAYS OF AWARDING OF THE CONTRACT, THE MECHANICAL CONTRACTOR SHALL SUBMIT SHOP DRAWINGS AND/OR SUBMITTALS
FOR ALL SCHEDULED EQUIPMENT AND MATERIALS INCLUDED IN THE CONSTRUCTION DOCUMENTS.
2. ALL SHOP DRAWINGS AND SUBMITTALS SHALL BE IN THE FORM OF ELECTRONICALLY TRANSMITTED PDFS. SHOP DRAWINGS AND
SUBMITTALS SHALL INCLUDE SHOP DRAWINGS AND LITERATURE SHOWING ITEMS TO BE USED, SIZE, DIMENSIONS, CAPACITY, ROUGH-IN,
AND ANY OTHER INFORMATION NECESSARY FOR A COMPLETE REVIEW. MANUFACTURER'S LITERATURE SHOWING MORE THAN ONE ITEM
SHALL BE CLEARLY MARKED AS TO WHICH ITEM IS BEING FURNISHED OR IT WILL BE REJECTED AND RETURNED WITHOUT REVIEW.
3. EACH SUBMITTED ITEM MUST BE CLEARLY MARKED WITH THE PROJECT NAME, DATE, BRANCH OF WORK, SUBMITTING PARTY, REVISION
NUMBER, AND ASSOCIATED SCHEDULE. SUBMITTALS NOT IDENTIFIED AS DESCRIBED ABOVE WILL BE REJECTED AND RETURNED WITHOUT
REVIEW.
4. PRIOR TO THEIR SUBMISSION, EACH SUBMITTAL SHALL BE THOROUGHLY CHECKED BY THE CONTRACTOR FOR COMPLIANCE WITH THE
CONTRACT DOCUMENT REQUIREMENTS. EACH SUBMITTAL SHALL THEN BEAR A STAMP EVIDENCING SUCH CHECKING AND SHALL SHOW
CORRECTIONS MADE, IF ANY. SUBMITTALS REQUIRING EXTENSIVE CORRECTIONS SHALL BE REVISED BEFORE SUBMISSION TO THE
ENGINEER. EACH SUBMITTAL NOT STAMPED AND SIGNED BY THE CONTRACTOR EVIDENCING SUCH CHECKING WILL BE REJECTED AND
RETURNED WITHOUT REVIEW.
5. REVIEW OF THE SHOP DRAWINGS AND LITERATURE BY THE ENGINEER SHALL NOT RELIEVE THE CONTRACTOR FOR RESPONSIBILITY FOR
DEVIATIONS FOR THE DRAWINGS OR SPECIFICATIONS, NOR SHALL IT RELIEVE THE CONTRACTOR FROM RESPONSIBILITY FOR ERRORS IN
THE SHOP DRAWINGS OR LITERATURE. IT IS THE RESPONSIBILITY OF THE CONTRACTOR TO PROVIDE MATERIALS AND EQUIPMENT WHICH
MEET THE SPECIFICATIONS AND JOB REQUIREMENTS.
REVIEW & SITE INSPECTIONS
1. ALL WORK AND MATERIAL IS SUBJECT TO REVIEW AT ANY TIME BY THE ARCHITECT/ENGINEER OR THEIR REPRESENTATIVE. IF THE
ARCHITECT/ENGINEER OR THEIR REPRESENTATIVE FINDS MATERIAL THAT DOES NOT CONFORM TO THESE SPECIFICATIONS OR THAT IS NOT
PROPERLY INSTALLED OR FINISHED, CORRECT THE DEFICIENCIES IN A MANNER SATISFACTORY TO THE ARCHITECT/ENGINEER AT THE
CONTRACTOR'S EXPENSE.
STARTUP, TESTING AND OWNER TRAINING
1. ENGAGE A FACTORY AUTHORIZED REPRESENTATIVE TO CONDUCT AN INSPECTION OF THE INSTALLATION OF THEIR COMPANIES EQUIPMENT
PRIOR TO START-UP OF ANY EQUIPMENT. THE REPRESENTATIVE SHALL SUBMIT A REPORT IDENTIFYING ANY DEFICIENCIES TO THE
ARCHITECT, ENGINEER AND CONSTRUCTION MANAGER. ANY DEFICIENCIES IDENTIFIED SHALL BE ADDRESSED PRIOR TO START-UP. START-
UP SHALL BE CONDUCTED BY A FACTORY AUTHORIZED REPRESENTATIVE. STARTUP REPORTS SHALL BE SUBMITTED TO THE ARCHITECT
AND ENGINEER ONCE COMPLETED.
2. NEW AIR AND WATER SYSTEMS SHALL BE BALANCED IN THEIR ENTIRETY TO THE SATISFACTION OF THE ENGINEER IN ACCORDANCE WITH
NEBB STANDARDS. APPROVED TEST AND BALANCE CONTRACTORS ARE: AIR COMMANDER, TEST COMM, RGO INC., AND PRECISION
3. THE MECHANICAL CONTRACTOR SHALL PROVIDE 4 HRS OF TRAINING TO THE OWNER TO ENSURE THE OWNER KNOWS HOW TO OPERATE
THE SYSTEMS INSTALLED UNDER THE MECHANICAL CONTRACT. PROVIDE AN ADDITIONAL 4 HRS OF ADDITIONAL SERVICE THROUGH THE
FIRST YEAR OF OPERATION TO ADDRESS QUESTIONS THAT MAY ARISE.
PROJECT CLOSEOUT
1. THE MECHANICAL CONTRACTOR SHALL MAINTAIN AT THE PROJECT SITE, A "RECORD SET OF DRAWINGS" SHOWING FIELD CHANGES, AS-
BUILT ELEVATIONS, UNUSUAL CONDITIONS ENCOUNTERED DURING CONSTRUCTION, AND SUCH OTHER DATA AS REQUIRED TO PROVIDE THE
OWNER WITH AN ACCURATE "AS CONSTRUCTED" SET OF RECORD DRAWINGS. THE CONTRACTOR SHALL FURNISH THIS "RECORD SET" TO
THE ENGINEER FOLLOWING THE FINAL INSPECTION OF THE PROJECT.
2. THE MECHANICAL CONTRACTOR SHALL PROVIDE AN "OPERATION AND MAINTENANCE MANUAL" (O&M MANUAL) PRIOR TO THE
COMMENCEMENT OF OWNER TRAINING. THE O&M MANUAL SHALL BE PROVIDED IN DIGITAL OR THREE PAPER COPIES (BOUND & LABELED)
FORMAT AS REQUESTED BY THE ENGINEER OR OWNER. THE O&M MANUAL SHALL CONSIST OF A TITLE PAGE, TABLE OF CONTENTS, AND
MANUAL CONTENTS. THE MANUAL CONTENTS SHALL CONSIST OF PRODUCT DATA INFORMATION, PRODUCT SERVICE/MAINTENANCE
MANUAL, AND EXECUTED WARRANTY FOR EACH AND ALL EQUIPMENT AND PRODUCTS INSTALLED UNDER THE SCOPE OF THIS PROJECT.
MECHANICAL PIPE SCHEDULE
SYSTEM ABBREV PIPE MATERIAL INSULATION
COMBUSTION AIR CA NONE
FLUE/VENT V
SCHEDULE 40 PVC
1-1/2"
CONDENSING UNIT -SUCTION LINE ONLY REF 'ACR' COPPER 1/2" ARMAFLEX
NOTE:
1. INSULATION THICKNESS IS BASED ON A CONDUCTIVITY NOT EXCEEDING 0.27 BTU •INCH / (HR •FT² •°F)
2. PROVIDE SEISMIC BRACING OF PIPING 2-1/2" AND LARGER OR AS REQUIRED BY LOCAL CODES.
3. PIPE INSULATION MUST HAVE A FLAME SPREAD LESS THAN 25 AND A SMOKE-DEVELOPED INDEX OF NOT MORE THAN 50 WHEN TESTED IN
ACCORDANCE WITH ASTM E84 OR UL723.
4. EXPOSED PLASTIC PIPING IS NOT ALLOWED IN AIR PLENUMS. IF PLASTIC PIPE IS USED, IT MUST BE WRAPPED IN PLENUM RATED PIPE
INSULATION.
5. HYDRONIC WATER PIPING SHALL BE ONE OF THE MATERIALS SPECIFIED AT THE CONTRACTORS OPTION.
6. PIPE CONNECTIONS OF DISSIMILAR METALS SHALL REQUIRE A DIELECTRIC NIPPLE. DIELECTRIC UNIONS ARE NOT ALLOWED.
7. PROVIDE FIBERGLASS ALL SERVICE JACKET (ASJ).
8. ASJ TO BE SEALED AT SEAMS AND EDGES.
9. PROVIDE PVC COATED JACKET ON EXPOSED PIPING.
10. PROVIDE ALUMINUM JACKET WITH UV PROTECTIVE COATING ON OUTDOOR PIPING INSTALLATIONS (POLYGUARD OR APPROVED EQUAL).
11. EXTERIOR WATER PIPING AND PIPING IN UNCONDITIONED SPACES SHALL BE ENCASED IN 3" OF INSULATION.
DUCTWORK SCHEDULE
GENERAL NOTES:
1. DUCTWORK SHALL BE CONSTRUCTED AND INSTALLED PER SMACNA GUIDELINES.
2. RECTANGULAR DUCTWORK SHALL BE GALVANIZED SHEET METAL.
3. RECTANGULAR DUCT ELBOWS SHALL HAVE TURNING VANES.
4. ROUND DUCTWORK SHALL BE GALVANIZED SPIRAL SHEET METAL.
5. DUCTWORK UPSTREAM OF VAV BOXES SHALL BE INSTALLED FOR MEDIUM PRESSURE RATING, 3 IN. W.C.
6. PROVIDE SEISMIC BRACING OF DUCTWORK AS REQUIRED BY LOCAL CODES.
7. SHEET METAL DUCTWORK GAGE SHALL BE SELECTED IN ACCORDANCE WITH SMACNA GUIDELINES.
8. DUCTWORK SHALL BE SEALED IN ACCORDANCE WITH SMACNA AND THE CURRENT EDITION OF THE IECC.
9. DUCT INSULATION MUST HAVE FLAME SPREAD LESS THAN 25 AND SMOKE-DEVELOPED INDEX OF NOT MORE THAN 50 WHEN TESTED IN
ACCORDANCE WITH ASTM E84 OR UL 723.
10. OUTSIDE AIR DUCTWORK INSULATION SHALL HAVE INTEGRAL VAPOR BARRIER IN INSULATION JACKET AND SHALL BE SEALED VAPOR TIGHT.
11. INDOOR EXHAUST DUCTWORK SHALL BE INSULATED FROM THE PENETRATION OF THE BUILDING ENVELOPE TO 10 FT UPSTREAM OF A BACKDRAFT
OR SHUTOFF DAMPER.
12. DUCT LINER SCHEDULED BELOW SHALL NOT BE PROVIDED IF SERVING SURGERY SPACES.
13. VALUES SCHEDULED BELOW ARE A MINIMUM AND SHALL BE SUPERSEDED BY MORE STRIGENT, CURRENTLY ADOPTED ENERGY OR MECHANICAL
CODE REQUIRMENTS.
JACKET:
1. FACTORY APPLIED ALL SERVICE JACKETS (ASJ) SHALL BE FOIL SCRIM KRAFT (FSK). SEAL AT EXPOSED SEAMS/ EDGES/ CORNERS WITH FSK
ADHESIVE TAPE.
2. FIELD APPLIED EXTERIOR ALUMINUM JACKET SHALL BE RATED FOR OUTDOOR USE. (POLYGUARD, ALUMAGUARD, OR APPROVED EQUAL).
TYPE 1 KITCHEN HOOD EXHAUST DUCTWORK NOTES:
1. UL LISTED DOUBLE WALL, FACTORY BUILT GREASE DUCT.
2. DUCTWORK SHALL BE SLOPED AT 2% TOWARD THE HOOD.
UNDERGROUND DUCTWORK NOTES:
1. FIBERGLASS REINFORCED PLASTIC WITH INSULATION.
2. UNDERGROUND DUCTWORK SHALL BE BLUE DUCT BY AQC INDUSTRIES OR PRIOR APPROVED EQUAL.
UL LISTED TYPE "B" VENT
APPLICATION
INSULATION
TYPE R-VALUE
SUPPLY (SA)MINERAL-FIBER BLANKET R-6
RETURN (RA)NONE --
FLEXIBLE DUCT -5' LENGTH MAX INTEGRAL R-6
INDOOR
LOCATION VAPOR
BARRIER
YES
--
YES
FACTORY
INSTALLED
JACKET TYPE
FSK
--
FOIL
THICKNESS
--
--
--
INDOOR
INDOOR
M O N T
N
A
PROF
E
SSIONA L E N G IN EERJOSEPH R.
HUGHES
No. 41135 PE
LICE N DES
A
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:50:56 AMPermit / Bidding DrawingsAugust 26, 2022
M002
MECHANICAL
SPECIFICATIONS
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
DRT
JRH
Permit / Bidding Drawings
48
GAS FIRED FURNACE
DX COIL
FLEX CONNECTION
SUPPLY DUCTWORK TO SPACE
FLEX CONNECTION
COMBUSTION AIR AND VENT
PIPING UP THRU ROOF
FILTER RACK WITH PIANO
HINGE CLIPS ON ACCESS
DOOR
RETURN DUCTWORK
FROM SPACE
NOTE:
MAINTAIN CLEARANCE FROM COMBUSTIBLES
PER MANUFACTURERS RECOMMENDATIONS
LPG GAS-FIRED UNIT
HEATER
DIRT LEG
GAS SUPPLY
GAS COCK
THREADED SUPPORT RODS
SUSPEND FROM
STRUCTURE
ABOVE
TYPE 'B' VENT
FLUE THRU ROOF
FLEX PIPE
SCHEDULE 40 PVC
COMBUSTION AIR
THRU ROOF
VENT
COMBUSTION AIR
ROOF
STORM COLLAR
MASTIC OR CAULKING
TALL CONE FLASHING
12" MIN.18" MIN.12" MIN.NOTES:
1. COORDINATE ALL ROOF WORK AND FLASHING WITH CONSTRUCTION MANAGER.
2. SEE STRUCTURAL DRAWINGS FOR ROOF PENETRATION REINFORCEMENT REQUIREMENTS.
14" TALL INSULATED
ROOF CURB
ROOF STRUCTURE
EXHAUST DUCT, SEE PLANS FOR SIZE
GRAVITY RELIEF HOOD
BIRD SCREEN
ROOF INSULATION
BY OTHERS
ROOF MEMBRANE
BY OTHERS
MANUAL DAMPER
DUCT INSULATION, SEE
SPECIFICATIONS FOR DETAILS
PROVIDE ACCESS DOOR TO
INSPECT DAMPER
M O N T
N
A
PROF
E
SSIONA L E N G IN EERJOSEPH R.
HUGHES
No. 41135 PE
LICE N DES
A
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:50:57 AMPermit / Bidding DrawingsAugust 26, 2022
M003
MECHANICAL
SCHEDULES &
DETAILS
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
DRT
JRH
Permit / Bidding Drawings
NOTES: PROVIDE MANUAL BALANCING DAMPER AT LOCATIONS WHERE A SPECIFIED AIR VOLUME IS REQUIRED I.E. FOR SUPPLY AND EXHAUST ONLY. COORDINATE FRAME AND MOUNTING TYPE WITH CEILING TYPES. SEE ARCHITECTURAL PLANS FOR CEILING TYPES. THE CONTRACTOR SHALL BE
RESPONSIBLE TO PROVIDE ALL FITTINGS AND ACCESSORIES REQUIRED FOR A COMPLETE INSTALLATION. SCHEDULES N.C. VALUES ARE VALID FOR SCHEDULE AIR FLOW ONLY AND REPRESENT A MAXIMUM ACCEPTABLE N.C. VALUE. SUBSTITUTED EQUIPTMENT SHALL HAVE N.C. VALUE EQUAL TO OR BELOW
THE SCHEDULES N.C. AT THE AIR FLOW LISTED ON THE PLANS.
S-2 PRICE 610 LOUVERED GRILLE - 45° BLADES - 3/4" SPACING SUPPLY 300 - - 31 0.02 12"W x 10"H IN DUCT ALUMINUM BY ARCH SEE NOTES
S-1 PRICE 610 LOUVERED GRILLE - 45° BLADES - 3/4" SPACING SUPPLY 850 - - 52 0.04 22"W x 10"H IN DUCT ALUMINUM BY ARCH SEE NOTES
R-2 PRICE 535 LOUVERED GRILLE - 45° BLADES - 1/2" SPACING RETURN 400 24 - - 0.10 16"W x 8"H IN DUCT ALUMINUM BY ARCH SEE NOTES
R-1 PRICE 535 LOUVERED GRILLE - 45° BLADES - 1/2" SPACING RETURN 900 26 - - 0.09 24"W x 12"H IN DUCT ALUMINUM BY ARCH SEE NOTES
MARK MFGR MODEL DESCRIPTION FUNCTION MAX CFM
NC AT MAX
CFM
THROW AT MAX
CFM (FT)
PRESSURE DROP AT MAX CFM
(in. W.C.)
NECK SIZE
(W"xH")DAMPER TYPE MATERIAL FINISH REMARKS
GRILLE, REGISTER AND DIFFUSER SCHEDULE
NOTES:
PROVIDE 7-DAY PROGRAMABLE THERMOSTAT, MERV 8 FILTER RACK AND FILTERS, VARIABLE SPEED ECM BLOWER MOTOR, HIGH ALTITUDE KIT, AND CONDENSATE NEUTRALIZATION KIT.
FN-1 CARRIER 59MN7B060C21--20 UPFLOW 1800 CARRIER CNPV4324 34,783 26,783 0.5 1 PROPANE 4.5 60.6 98.5 3" / 3" CU-1 CARRIER 24VNA936A0032 36 VARIABLE SPEED ROTARY 19 SEE MEP COORDINATION SCHEDULE SEE NOTES
MFGR MODEL NUMBER FUEL TYPE GAS PRESSURE
(IN WG)
INPUT CAPACITY
(MBH)AFUE CA / FLUE SIZE
(IN)MARK MFGR MODEL NUMBER
TOTAL CAPACITY
(MBH)COMPRESSOR SEER
MARK MFGR MODEL CONFIGURATION AIRFLOW(CFM)
COOLING COIL
TOTAL COOLING
CAPACITY (BTU/HR)
SENSIBLE COOLING CAPACITY
(BTU/HR)ESP (IN WC)FAN MOTOR
(HP)
HEATING PERFORMANCE OUTDOOR UNIT
ELECTRICAL DATA REMARKS
FURNACE SCHEDULE
NOTES:
1.) UNIT SHALL BE CONTROLLED BY HUMIDISTAT AND A MANUAL OVERRIDE SWITCH. HUMIDISTAT AND MANUAL OVERRIDE SWITCH SHALL BE PROVIDED AND INSTALLED BY ELECTRICAL CONTRACTOR.
2.) PROVIDE FAN WITH BACKDRAFT DAMPER, WALL MOUNTING KIT AND NECESSARY APPURTENANCES FOR A COMPLETE WALL INSTALLATION, EC MOTOR WITH MANUAL SPEED CONTROLLER AND FACTORY MOUNTED DISCONNECT.
EF-1 COOK 12XWH26D11 PROPELLER WALL FAN 11'-0" GARAGE DIRECT 240 0.25 MOTORIZED SEE MEP COORDINATION SCHEDULE SEE NOTES
VOLTAGE PHASE HP
MARK MANUFACTURER MODEL # TYPE
MOUNTING HEIGHT
(AFF)SERVES DRIVE CFM STATIC PRESSURE (inWC) DAMPER
ELECTRIC DATA
REMARKS
EXHAUST FAN SCHEDULE
1.
2.
3.
4.
5.
6.
INTEGRAL DISCONNECTS AND OVERLOADS
INTEGRAL OVERLOADS
SINGLE POINT CONNECTION
PROVIDE RECEPTACLE AND DATA CONNECTION FOR PANEL
MOUNT ON UNI-STRUT IN FRONT OF UNIT
SIZE FUSES IN ACCORDANCE WITH MANUFACTURER'S GUIDELINES FOR INSTALLED EQUIPMENT
A.
B.
CONTROL WIRING SHALL BE CONCEALED WITHIN WALL CONSTRUCTION, ABOVE CEILING, OR RUN IN CONDUIT.
EXPOSED CONTROL WIRING IS UNACCEPTABLE.
UNLESS SPECIFICALLY NOTED, ALL FEEDERS SHALL INCLUDE A FULL SIZE NEUTRAL. IT IS THE CONTRACT
RESPONSIBILITY TO VERIFY WITH THE MANUFACTURER OF THE ACTUAL EQUIPMENT BEING SUPPLIED WETHER A
NEUTRAL IS REQUIRED PRIOR TO ROUGH-IN.
NOTES:GENERAL NOTES:
BAS
CO
CONT
EF
H
HCP
INT
L
MS
OS
PS
T
TC
UC
VE
N/A
BUILDING AUTOMATION SYSTEM
CARBON MONOXIDE DETECTOR
CONTINUOUS OPERATION
INTERLOCK WITH EXHAUST FAN
HUMIDISTAT
HOOD CONTROL PANEL
INTEGRAL
LIGHT SWITCH
MANUAL OVERRIDE SWITCH
OCCUPANCY SENSOR
PRESSURE SWITCH
THERMOSTAT
TIME CLOCK
UNIT CONTROLLER
VEHICLE EXHAUST DETECTION SYSTEM
NOT APPLICABLE
CB
CSFD
FD
FST
FW
MOCP
MSS
NFD
RCPT
RVSS
VFD
N/A
PANELBOARD CIRCUIT BREAKER WITHIN SIGHT OF EQUIPMENT
COMBINATION STARTER/DISCONNECT - HOA
FUSED DISCONNECT
FUSTAT
FACTORY-WIRED SINGLE POINT CONNECTION
MOTOR OVER-CURRENT PROTECTION
MANUAL STARTER SWITCH WITH THERMAL OVERLOADS (1-, 2- OR 3-POLE AS
REQUIRED)
NON-FUSED DISCONNECT
20A DUPLEX RECEPTACLE (GFCI PROTECTED AS REQUIRED), CORD AND PLUG
REDUCED VOLTAGE SOLID-STATE
VARIABLE FREQUENCY DRIVE - HOA
NOT APPLICABLE
22/22
22/26
23/23
23/26
26/26
FURNISHED AND INSTALLED BY DIV. 22, WIRED BY DIV. 22
FURNISHED AND INSTALLED BY DIV. 22, WIRED BY DIV. 26
FURNISHED AND INSTALLED BY DIV. 23, WIRED BY DIV. 23
FURNISHED AND INSTALLED BY DIV. 23, WIRED BY DIV. 26
FURNISHED AND INSTALLED BY DIV. 26, WIRED BY DIV. 26
CONTROL TYPE:DISCONNECT/STARTER TYPE:DIVISION OF RESPONSIBILITIES:
UH-1 (EXISTING) UNIT HEATER 5.1 FLA 115 - 1 T 23 / 23 6 MSS 26/26 - - NOTE 6 1 #12 3/4"
FN-1 FURNACE 12.8 FLA 115 - 1 T 23 / 23 6 MSS 26/26 - - NOTE 6 1 #12 3/4"
EH-1 ELECTRIC WALL HEATER 12.5 A 120 - 1 INT 23 / 23 1 FW 23/26 - - - - #12 3/4"
EF-1 EXHAUST FAN 1/6 HP 120 - 1 H 23 / 23 6 MSS 26/26 - - NOTE 6 1 #12 3/4"
CU-1 CONDENSING UNIT 23.6 MCA 230 - 1 UC 23 / 23 6 FD 26/26 - 30 NOTE 6 3R #10 3/4"
MECHANICAL EQUIPMENT
LOAD VOLT-PHASE TYPE DIV TYPE DIV
SIZE
(NEMA)
SWITCH
(AMPS)
FUSE
(AMPS)
ENCLOSURE
(NEMA)
COPPER WIRE
(AWG)
CONDUIT
(INCHES)
MARK DESCRIPTION
ELECTRICAL DATA CONTROL
NOTES
DISCONNECT /
STARTER DISCONNECT FEEDER
MEP COORDINATION SCHEDULE
N.T.S.1 FURNACE DETAIL
N.T.S.2 UNIT HEATER DETAIL
N.T.S.4 SEPARATED COMBUSTION THRU ROOF DETAIL
NOTES: PROVIDE UNIT COMPLETE WITH 7-DAY PROGRAMMABLE LINE VOLTAGE THERMOSTAT WHERE NOT CONTROLLED BY VRF FAN COIL, FACTORY MOUNTED
DISCONNECT, RECESSED MOUNTING FRAME AND ALL ACCESSORIES REQUIRED FOR A COMPLETE INSTALLATION.
EH-1 QMARK CWH1151DSF ENTRY 09 5120 1500 SEE MEP COORDINATION SCHEDULE SEE NOTES
WATTS VOLTAGE PHASE AMPS
MARK MFGR. MODEL SERVES BTU/HR
ELECTRICAL DATA
REMARKS
ELECTRIC WALL HEATER SCHEDULE
N.T.S.3 GRAVITY RELIEF HOOD DETAIL
NOTES: PROVIDE COMPLETE WITH BIRD SCREEN AND 14" HIGH FACTORY ROOF CURB. SEE GRAVITY VENTILATOR DETAIL FOR DAMPER LOCATION AND TYPE.
GV-1 COOK GR HOOD 28"x36" 16"x16" ATTIC N / A ALUMINUM SEE NOTES
MARK MFGR. MODEL TYPE HOOD SIZE (L"xW") THROAT SIZE (L"xW") SERVES
PRESSURE DROP
(inWC)MATERIAL REMARKS
GRAVITY VENTILATOR SCHEDULE
49
1 4
D
F
B
A
3 52
C
E
(D) EF
(E) CU
(E) FN
(D) UH
6
(E) UH
M O N T
N
A
PROF
E
SSIONA L E N G IN EERJOSEPH R.
HUGHES
No. 41135 PE
LICE N DES
A
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:50:58 AMPermit / Bidding DrawingsAugust 26, 2022
MD101
MECHANICAL
DEMO PLAN
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
DRT
JRH
Permit / Bidding Drawings
1/8" = 1'-0"1 MECHANICAL DEMO FLOOR PLAN - LEVEL 1
KEY NOTES:#
1. DEMOLISH ASSOCIATED PIPING SERVING UNIT HEATER. SAVE AND RE-USE
UNIT HEATER FOR NEW CONSTRUCTION. COORDINATE WITH NEW WORK FOR
NEW LOCATION.
Reference
North
50
HT T1 4
D
F
B
A
3 52
C
E
UH-1
EF-1
FN-1
R-2
380
14"x12"
22"x12"
12"x10"10"x10"14"x10"
(E) CU
(E) FN
CU-1
Entry
09
EH-1
1
(E) UH
6
GV-1
2
R-1
570
24"x14"
R-1
850
22"x10"
S-1
850
S-2
190
S-2
190
S-2
285
S-2
285
22"x14"
10"x10"
M O N T
N
A
PROF
E
SSIONA L E N G IN EERJOSEPH R.
HUGHES
No. 41135 PE
LICE N DES
A
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:50:58 AMPermit / Bidding DrawingsAugust 26, 2022
M101
MECHANICAL
FLOOR PLAN
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
DRT
JRH
Permit / Bidding Drawings
1/8" = 1'-0"1 MECHANICAL FLOOR PLAN - LEVEL 1
KEY NOTES:#
1. RELOCATED EXISTING UNIT HEATER.
2. GV-1 LOCATED ON 14" CURB ON ROOF. TO SERVE AS VENTILATION TO ATTIC.
Reference
North
51
INSTALLATION:
A. NEW PIPING AND EQUIPMENT TO BE INSTALLED IN ACCORDANCE
WITH THE CURRENTLY ADOPTED UNIFORM PLUMBING AND
INTERNATIONAL BUILDING CODES.
B. EQUIPMENT SHALL BE INSTALLED LEVEL, PLUMB, AND FIRMLY
ANCHORED IN LOCATIONS INDICATED. OBSERVE MANUFACTURER'S
INSTALLATION INSTRUCTIONS AND RECOGNIZED INDUSTRY
PRACTICES TO ENSURE THAT PRODUCTS SERVE THEIR INTENDED
FUNCTION.
C. DRAWINGS ARE DIAGRAMMATIC IN NATURE. THE PURPOSE OF THESE
PLANS IS TO INDICATE THE INTENDED SIZES, APPROXIMATE
LOCATION AND ROUTING OF MAJOR COMPONENTS. ACTUAL
CONDITIONS AND LOCATIONS SHALL BE FIELD VERIFIED AND
ADJUSTED IF NECESSARY.
D. PROVIDE AND INSTALL SEISMIC BRACING FOR EQUIPMENT AND
PIPING PER THE REQUIREMENTS OF THE CURRENTLY ADOPTED
INTERNATIONAL BUILDING CODE.
E. ELEMENTS PENETRATING BUILDING COMPONENTS (ROOF
ASSEMBLIES, WALL ASSEMBLIES, ETC.) SHALL BE SEALED WEATHER
AND WATER TIGHT. COORDINATE PENETRATIONS WITH GENERAL
CONTRACTOR TO PATCH TO THE SATISFACTION OF THE ARCHITECT
OR ENGINEER.
F. MATERIAL THAT IS IN CONTACT WITH POTABLE DOMESTIC WATER
SHALL BE NSF CERTIFIED LEAD FREE.
COORDINATION:
A. IT SHALL BE THE RESPONSIBILITY OF THE PLUMBING CONTRACTOR
TO FIELD COORDINATE THE LOCATION OF EQUIPMENT AND ROUTING
OF PIPING WITH OTHER TRADES.
B. IT SHALL BE THE RESPONSIBILITY OF THE PLUMBING CONTRACTOR
TO REVIEW THE DRAWINGS OF OTHER DISCIPLINES AND PROVIDE
LABOR AND MATERIALS REQUIRED FOR A COMPLETE INSTALLATION.
ELECTRICAL COORDINATION:
A. SEE THE MEP COORDINATION SCHEDULE FOR ELECTRICAL
INFORMATION. COORDINATE WITH OTHER TRADES TO ENSURE THAT
ELECTRICAL DISCONNECTS, MOTOR STARTERS, VARIABLE
FREQUENCY DRIVES, CONTROLS, AND ELECTRICAL ACCESSORIES
ARE FURNISHED AND/OR INSTALLED BY THE APPROPRIATE TRADE.
SITE ELEVATION:
A. EQUIPMENT SHALL BE SELECTED FOR THE PROJECT ELEVATION OF
4,800’.
PLUMBING GENERAL NOTES
PLUMBING LEGEND
PLUMBING
NAME (E)
NAME (D)
DIRECTION OF FLOW
EXISTING PIPE TO BE DEMOLISHED
EXISTING PIPE TO REMAIN
NAME NEW PIPING
IRR IRRIGATION
SAN SANITARY WASTE
DHWR
DHW
DCW
DOMESTIC HOT WATER (120°F)
DOMESTIC COLD WATER
DOMESTIC HOT WATER RECIRC.
V SANITARY VENT
NG NATURAL GAS
RAIN WATER LEADER
RAIN WATER OVERFLOW
CONDENSATE DRAIN
RWL
ORL
CND
GENERAL
RO
GW GREASE WASTE
AW ACID WASTE
AV ACID VENT
LIQUIFIED PETROLEUM GAS
COMPRESSED AIR
LPG
CA
REVERSE OSMOSIS TREATED
ANNOTATION SYMBOLS
X
X
X
X
DETAIL NUMBER
SHEET NUMBER
SECTION NUMBER
SHEET NUMBER
X
X
3D VIEW NUMBER
SHEET NUMBER
PF-#PLUMBING FIXTURE / EQUIPMENT MARK
POINT OF NEW CONNECTION
POINT OF DISCONNECTION
1/4" SLOPE DIRECTION OF FLOW AND SLOPE PER FOOT
PIPE FITTINGS
VALVES
COMBINATION Y-STRAINER & SHUTOFF VALVE
COMBINATION AUTOFLOW & SHUTOFF VALVE
CHECK VALVE
AUTOFLOW VALVE
S
M
M
ISOLATION VALVE - SEE SPECIFICATIONS FOR TYPE
MANUAL BALANCING VALVE
PRESSURE REDUCING VALVE
TEMPERATURE AND PRESSURE RELIEF VALVE
SOLENOID VALVE
2-WAY TEMPERATURE CONTROL VALVE
3-WAY VALVE
3-WAY TEMPERATURE CONTROL VALVE
BACKFLOW PREVENTER
STRAINER
MANUAL BALANCING VALVE
AUTOFLOW VALVE
HOSE END DRAIN
ANCHOR
SCHEMATIC PUMP
FLOW SWITCH
AUTOMATIC AIR VENT
DDC TEMP SENSOR
FLOOR CLEAN OUT
WALL CLEAN OUT
PIPE WELL - EMPTY
DDC PRESSURE SENSOR
T
P
FS
PRESSURE / TEMPERATURE PORT
PRESSURE SWITCH
PS
PRESSURE GAUGE & COCK
TEMPERATURE GAUGE
T
HOSE BIBB
WALL HYDRANT
IRRIGATION BLOWOUT PORT
FLEXIBLE CONNECTOR
PIPE GUIDES
WATER METER
PIPING SPECIALTIES
P
W
WATER HAMMER ARRESTER
PRESSURE GAUGE
P
MANUAL AIR VENT - 1/4" BALL VALVE WITH
12" SOFT COPPER TUBE
THERMAL EXPANSION LOOP
BLIND FLANGE
BOTTOM CONNECTION
CAPPED OUTLET
CHANGE IN ELEVATION OF PIPE
ELBOW
PIPE BREAK
PIPE UP
PIPE DOWN
SIDE CONNECTION OR TEE FITTING
TOP CONNECTION
UNION
NOTE: THIS IS A STANDARD LEGEND. NOT ALL PIPE TYPES AND
SYMBOLS ARE NECESSARILY UTILIZED IN THE DRAWINGS.
ID INSIDE DIAMETER
IFB INTEGRAL FACE & BYPASS
IGV INLET GUIDE VANES
IPS IRON PIPE SIZE
IU INDUCTION UNIT
KW KILOWATTS
KWH KILOWATT HOUR
LAT LEAVING AIR TEMPERATURE (°F)
LF LINEAR FEET
LWT LEAVING WATER TEMPERATURE (°F)
M MOTOR OPERATED
MAU MAKEUP AIR UNIT
MB MIXING BOX
MBH 1000 BTU/HR
MC MECHANICAL CONTRACTOR
MFR MANUFACTURER
MS MINI-SPLIT
NC NOISE CRITERIA
NC NORMALLY CLOSED
NIC NOT IN CONTRACT
NO NORMALLY OPEN
NPS NOMINAL PIPE SIZE
OA OUTSIDE AIR
OAD OUTSIDE AIR DAMPER
OBD OPPOSED BLADE DAMPER
P PUMP
PC PLUMBING CONTRACTOR
PD PRESSURE DROP
PH PHASE
PHC PREHEAT COIL
PPM PART PER MILLION
PROP PROPELLER
PRV PRESSURE REDUCING VALVE
PSIA PSI, ABSOLUTE
PSIG PSI, GAUGE
QTY QUANTITY
R REGISTER
RA RETURN AIR
RD RADIAL DAMPER
RF RETURN/RELIEF AIR FAN
RH RELATIVE HUMIDITY
RHC REHEAT COIL
SA SUPPLY AIR
SAF SUPPLY AIR FAN
SC SENSIBLE COOLER
SCFM CFM, STANDARD CONDITIONS
SD SMOKE DETECTOR
SEER SEASONAL ENERGY EFFICIENCY RATIO
SENS SENSIBLE
SP STATIC PRESSURE
SPS STATIC PRESSURE SENSOR
SS STAINLESS STEEL
T THERMOSTAT
TA TRANSFER AIR
TCC TEMPERATURE CONTROL CONTRACTOR
TCP TEMPERATURE CONTROL PANEL
TG TRANSFER GRILL
TOD TOP OF DUCT
TOP TOP OF PIPE
TOS TOP OF STEEL
TSP TOTAL STATIC PRESSURE
TYP TYPICAL
UH UNIT HEATER
UNC UNDERCUT
UV UNIT VENTILATOR
VA VOLT-AMPERE
VAV VARIABLE AIR VOLUME
VD VOLUME DAMPER
VEL VELOCITY
VFD VARIABLE FREQUENCY DRIVE
VRF VARIABLE REFRIGERANT FLOW
WB WET BULB TEMPERATURE (°F)
WC WATER COLUMN
WG WATER GAUGE
WSHP WATER SOURCE HEAT PUMP
ΔT TEMPERATURE DIFFERENCE (°F)
ACC AIR COOLED CONDENSER
ACU AIR CONDITIONING UNIT
AD ACCESS DOOR
ADJ ADJUSTABLE
AF AIR FOIL
AFF ABOVE FINISHED FLOOR
AFG ABOVE FINISHED GRADE
AFR ABOVE FINISHED ROOF
AFS AIR FLOW STATION
AHU AIR HANDLING UNIT
AP ACCESS PANEL
ATC AUTOMATIC TEMPERATURE CONTROL
ATM ATMOSPHERE
AWG AMERICAN WIRE GAUGE
B BOILER
BB BASEBOARD
BC BACKWARD CURVED
BD BACKDRAFT DAMPER
BF BOILER FEED
BHP BRAKE HORSEPOWER
BI BACKWARD INCLINED
BMS BUILDING MANAGEMENT SYSTEM
BOD BOTTOM OF DUCT
BOJ BOTTOM OF JOIST
BOS BOTTOM OF STEEL
BTU BRITISH THERMAL UNIT
C COMMON
CAV CONSTANT AIR VOLUME
CC COOLING COIL
CCW COUNTER CLOCKWISE
CFM CUBIC FEET PER MINUTE
CH CHILLER
C&I CONTROLS & INSTRUMENTATION
CLG CEILING
CMU CONCRETE MASONRY UNIT
CND CONDENSATE
CONT CONTINUATION
CORR CORRIDOR
CT COOLING TOWER
CU CONDENSING UNIT
CH CABINET HEATER
CV CONTROL VALVE
CVS CONTROL VALVE STATION
CW CLOCKWISE
dB DECIBEL
DB DRY BULB TEMPERATURE (°F)
DDC DIRECT DIGITAL CONTROL
DH DUCT HEATER
DP DEW POINT TEMPERATURE (°F)
DX DIRECT EXPANSION
E EXHAUST
EA EXHAUST AIR
EAT ENTERING AIR TEMPERATURE (°F)
EC ELECTRICAL CONTRACTOR
EDR EQUIVALENT DIRECT RADIATION
EER ENERGY EFFICIENCY RATIO
EF EXHAUST FAN
EFF EFFICIENCY
ELEV ELEVATION
ERV ENERGY RECOVERY VENTILATOR
ESP EXTERNAL STATIC PRESSURE
ET EXPANSION TANK
EWT ENTERING WATER TEMPERATURE (°F)
F&T FLOAT & THERMOSTATIC
FA FACE AREA
FC FORWARD CURVED
FC FAN COIL
FP FIRE PROTECTION
FPM FEET PER MINUTE
FT FEET
GA GAUGE OR GAGE
GC GENERAL CONTRACTOR
GEN GENERATOR
GH GRAVITY HOOD
GPD GALLONS PER DAY
GPH GALLONS PER HOUR
GPM GALLONS PER MINUTE
H HUMIDIFIER
HC HEATING COIL
HG MERCURY
HOA HAND-OFF-AUTOMATIC
HP HORSEPOWER
HR HOUR
HX HEAT EXCHANGER
ABBREVIATIONS
BUTTERFLY VALVE
FLANGE
HTHW HIGH TEMPERATURE HOT WATER (140°F)
(E) PF-#EXISTING PLUMBING FIXTURE / EQUIPMENT
(D) PF-#DEMOLISHED PLUMBING FIXTURE / EQUIPMENT
PF-#PLUMBING FIXTURE (LOCATED ON FLOOR ABOVE)
M O N T
N
A
PROF
E
SSIONA L E N G IN EERJOSEPH R.
HUGHES
No. 41135 PE
LICE N DES
A
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architect s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:52:36 AMPermit / Bidding DrawingsAugust 26, 2022
P001
PLUMBING
LEGEND & NOTES
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
DRT
JRH
Permit / Bidding Drawings
PLUMBING SHEET INDEX
NUMBER SHEET NAME
PLUMBING SHEET INDEX
NUMBER SHEET NAME
P001 PLUMBING LEGEND & NOTES
P002 PLUMBING SPECIFICATIONS & DETAILS
P100 PLUMBING UNDERFLOOR PLAN
P101 PLUMBING FLOOR PLAN
52
PLUMBING PIPE SCHEDULE
SYSTEM ABBREV PIPE MATERIAL INSULATION
RAIN WATER LEADER RWL CAST IRON 1/2"
RAIN WATER LEADER -BELOW GRADE RWL SCHEDULE 40 PVC NONE
PROPANE GAS -ABOVE GRADE LPG THREADED BLACK IRON NONE
COMBUSTION AIR CA SCHEDULE 40 PVC NONE
FLUE/VENT V SCHEDULE 40 PVC 1-1/2"
NOTE:
1. INSULATION THICKNESS IS BASED ON A CONDUCTIVITY NOT EXCEEDING 0.27 BTU •INCH / (HR •FT² •°F)
2. PLASTIC PIPE SHALL NOT BE INSTALL WITHIN THE FIRST 18" OF A WATER HEATER.
3. PROVIDE SEISMIC BRACING OF PIPING 2-1/2" AND LARGER OR AS REQUIRED BY LOCAL CODES.
4. ALL PIPE INSULATION MUST HAVE A FLAME SPREAD LESS THAN 25 AND A SMOKE-DEVELOPED INDEX OF NOT MORE THAN 50 WHEN TESTED IN
ACCORDANCE WITH ASTM E84 OR UL723.
5. NO PLASTIC PIPING IS ALLOWED IN AIR PLENUMS.
6. ANY CONNECTIONS THAT ARE DISSIMILAR METALS SHALL REQUIRE A DIELECTRIC NIPPLE. DIELECTRIC UNIONS ARE NOT ALLOWED.
7. PROVIDE FIBERGLASS ALL SERVICE JACKET (ASJ).
8. ASJ TO BE SEALED AT ALL SEAMS AND EDGES.
9. PROVIDE PVC COATED JACKET ON ALL EXPOSED PIPING.
10. PROVIDE ALUMINUM JACKET WITH UV PROTECTIVE COATING ON ALL OUTDOOR PIPING INSTALLATIONS (POLYGUARD OR APPROVED EQUAL).
PLUMBING SPECIFICATIONS
GENERAL
1. THE PLUMBING CONTRACTOR SHALL INCLUDE ALL ITEMS, ARTICLES, MATERIALS, OPERATIONS AND METHODS LISTED, MENTIONED, OR
SCHEDULED IN THESE SPECIFICATIONS AND THE ACCOMPANYING DRAWINGS. ALL MATERIAL, EQUIPMENT, AND LABOR SHALL BE FURNISHED
TOGETHER WITH ALL INCIDENTAL ITEMS REQUIRED BY GOOD PRACTICE TO PROVIDE THE COMPLETE SYSTEMS DESCRIBED.
2. EXAMINE AND REFER TO ALL ARCHITECTURAL, CIVIL, STRUCTURAL, ELECTRICAL, UTILITY, LANDSCAPE AND PLUMBING DRAWINGS AND
SPECIFICATIONS FOR CONSTRUCTION CONDITIONS WHICH MAY AFFECT THE PLUMBING WORK. INSPECT THE BUILDING SITE AND EXISTING
FACILITIES FOR VERIFICATION OF PRESENT CONDITIONS. MAKE PROPER PROVISIONS FOR THESE CONDITIONS IN PERFORMANCE OF THE
WORK AND COST THEREOF.
3. ALL WORK ON THE PROJECT SHALL CONFORM TO ALL ADOPTED CITY, STATE, AND NATIONAL CODES & REGULATIONS. SUCH CODES &
REGULATIONS INCLUDE, BUT ARE NOT LIMITED TO, THE IBC, IMC, IECC, UPC, NFPA, NEC, SERVICING UTILITY COMPANIES AND THE AUTHORITY
HAVING JURISDICTION.
4. THE PLUMBING AND ELECTRICAL CONTRACTORS SHALL BE RESPONSIBLE FOR AND PAY FOR ALL FEES AND PERMITS REQUIRED FOR WORK
UNDER THEIR CONTRACT AND UNDER THEIR SUPERVISION BY SUBCONTRACT.
5. ALL USAGE CONTRACTS BETWEEN THE OWNER AND THE SERVING UTILITIES COMPANY, SUCH AS MEMBERSHIP AND USAGE CHARGES OR
FEES, ETC., FOR THE PURPOSE OF OBTAINING THE SERVICES FOR THE UTILITY COMPANY SHALL BE APPLIED FOR AND PAID FOR BY THE
OWNER.
RESPONSIBILITY
1. THE PLUMBING CONTRACTOR SHALL BE RESPONSIBLE FOR THE INSTALLATION OF A SATISFACTORY AND COMPLETE SYSTEM IN ACCORDANCE
WITH THE INTENT OF THE DRAWING AND SPECIFICATIONS. PROVIDE, AT NO EXTRA COST, ALL INCIDENTAL ITEMS, MATERIALS, ACCESSORIES
AND LABOR REQUIRED FOR COMPLETION OF THE WORK EVEN THOUGH THEY ARE NOT SPECIFICALLY MENTIONED OR INDICATED ON THE
DRAWINGS OR IN THE SPECIFICATIONS.
2. THE DRAWINGS DO NOT ATTEMPT TO SHOW COMPLETE DETAILS OF THE BUILDING CONSTRUCTION WHICH AFFECT THE PLUMBING
INSTALLATION; AND REFERENCE IS THEREFORE REQUIRED TO THE ARCHITECTURAL, CIVIL, STRUCTURAL, LANDSCAPE AND ELECTRICAL
DRAWINGS AND SPECIFICATIONS AND TO SHOP DRAWINGS OF ALL TRADES FOR ADDITIONAL DETAILS WHICH AFFECT THE INSTALLATION OF
THE WORK COVERED UNDER THIS DIVISION OF THE CONTRACT.
3. LOCATION OF PLUMBING SYSTEM COMPONENTS SHALL BE CHECKED FOR CONFLICTS WITH OPENINGS, STRUCTURAL MEMBERS AND
COMPONENTS OF OTHER SYSTEMS HAVING FIXED LOCATIONS. IN THE EVENT OF ANY CONFLICTS, THE ARCHITECT/ENGINEER SHALL BE
CONSULTED AND THEIR DECISION SHALL GOVERN. NECESSARY CHANGES SHALL BE MADE AT THE CONTRACTOR'S EXPENSE.
4. DO NOT INSTALL EQUIPMENT UNTIL COMPLETE SHOP DRAWINGS OF SUCH EQUIPMENT HAVE BEEN APPROVED BY THE ARCHITECT/ENGINEER.
ANY WORK INSTALLED BY THE CONTRACTOR, PRIOR TO APPROVAL OF SHOP DRAWINGS, WILL BE AT THE CONTRACTOR'S RISK.
5. ALL MODIFICATIONS AND CHANGES REQUIRED DUE TO INSTALLATION OF EQUIPMENT OTHER THAN THE EQUIPMENT SCHEDULED AND
SPECIFIED SHALL BE MADE AT THE CONTRACTOR'S EXPENSE, THIS INCLUDES WORK BY OTHER TRADES. IF THE INSTALLATION OF EQUIPMENT
OTHER THAN THE SCHEDULED AND SPECIFIED EQUIPMENT REQUIRES MODIFICATIONS TO STRUCTURE, ELECTRICAL SYSTEMS, PLUMBING
SYSTEMS, FIRE PROTECTION OR FIRE ALARM SYSTEMS, ANY AND ALL CHANGES SHALL BE MADE AT THE PLUMBING CONTRACTORS EXPENSE.
6. ALL WORK TO BE PERFORMED SHALL FIRST BE SCHEDULED AND SUBMITTED TO THE OWNER'S REPRESENTATIVE FOR ACCEPTANCE.
7. THE CONTRACTOR SHALL BE CAREFUL NOT TO BLOCK ANY PATHS OF EGRESS WHILE PERFORMING THE WORK SPECIFIED.
8. THE CONTRACTOR SHALL BE RESPONSIBLE FOR CLEANUP OF ALL MATERIALS RESULTING FROM HIS/HER WORK. CLEANUP SHALL BE
PERFORMED TO THE LEVEL OF ACCEPTANCE OF THE OWNER'S REPRESENTATIVE & THE ENGINEER.
9. THE CONTRACTOR SHALL GUARANTEE THAT ALL WORK EXECUTED UNDER THEIR CONTRACT SHALL BE FREE OF DEFECTS OF MATERIALS AND
WORKMANSHIP FOR A PERIOD OF ONE (1) YEAR FROM THE DATE OF SUBSTANTIAL COMPLETION.
INTENT OF DRAWINGS
1. THE DRAWINGS ARE PARTLY DIAGRAMMATIC AND DO NOT NECESSARILY SHOW EXACT LOCATION OF PIPING AND DUCTWORK UNLESS
SPECIFICALLY DIMENSIONED. RISER AND OTHER DIAGRAMS ARE SCHEMATIC AND DO NOT NECESSARILY SHOW THE PHYSICAL ARRANGEMENT
OF THE EQUIPMENT. THEY SHALL NOT BE USED FOR OBTAINING LINEAL RUNS OF PIPING OR DUCTWORK, NOR SHALL THEY BE USED FOR SHOP
DRAWINGS FOR PIPING AND DUCTWORK FABRICATION OR ORDERING. DISCREPANCIES SHOWN ON DIFFERENT PLANS, OR BETWEEN PLANS
AND ACTUAL FIELD CONDITIONS SHALL BE BROUGHT TO THE ATTENTION OF THE ARCHITECT/ENGINEER FOR RESOLUTION.
MATERIALS AND EQUIPMENT
1. MANUFACTURER'S TRADE NAMES AND CATALOG NUMBERS ARE LISTED TO INDICATE THE QUALITY OF EQUIPMENT OR MATERIALS DESIRED
FOR INSTALLATION.ALTERNATIVE EQUIPMENT OR MATERIALS MAY BE SUBMITTED FOR PRIOR APPROVAL BEFORE BIDDING THE PROJECT. NO
SUBSTITUTIONS WILL BE ALLOWED AFTER BIDDING.
2. WRITTEN PRIOR APPROVAL FOR SUBSTITUTIONS MUST BE SUBMITTED TO AND RECEIVED BY THE ARCHITECT/ENGINEER SEVEN (7) DAYS PRIOR
TO BID OPENING. REQUESTS FOR SUBSTITUTION ARE TO BE SUBMITTED SUFFICIENTLY AHEAD OF THE DEADLINE TO GIVE AMPLE TIME FOR
EXAMINATION. PRIOR APPROVAL REQUEST FOR SUBSTITUTION MUST INDICATE THE SPECIFIC ITEM OR ITEMS TO BE FURNISHED IN LIEU OF
THOSE SCHEDULED, TOGETHER WITH COMPLETE TECHNICAL AND COMPARATIVE DATA ON SCHEDULED ITEMS AND ITEMS PROPOSED FOR
SUBSTITUTION.
3. HIGH ALTITUDE OPERATION: CAPACITY OF ALL EQUIPMENT IS TO BE SIZED AND MANUFACTURED TO PERFORM AT THE ELEVATION OF THE
PROJECT SITE. IF NOT SPECIFICALLY INDICATED IN THE EQUIPMENT SCHEDULE OR IN THE SPECIFICATIONS PROVIDE ALL REQUIRED
ACCESSORIES AND EQUIPMENT FOR PROPER OPERATION AT ELEVATION OF THE PROJECT SITE.
4. STORE MATERIALS AND EQUIPMENT INDOORS AT THE JOB SITE OR, IF THIS IS NOT POSSIBLE, STORE ON RAISED PLATFORMS AND PROTECT
FROM THE WEATHER BY MEANS OF WATERPROOF COVERS. COVERINGS SHALL PERMIT CIRCULATION OF AIR AROUND THE MATERIALS TO
PREVENT CONDENSATION OF MOISTURE. SCREEN OR CAP OPENINGS IN EQUIPMENT TO PREVENT THE ENTRY OF VERMIN.
5. ALL NEW PIPING SHALL BE IDENTIFIED WITH SETON SET MARK PIPE MARKERS, LETTERED TO MATCH EXISTING -IF APPLICABLE -AND MARKED
AT A MAXIMUM OF EVERY 25 FT. ALL NEW VALVES SHALL BE IDENTIFIED WITH BRASS OR ALUMINUM VALVE TAGS.
MATERIALS AND EQUIPMENT (CONT.)
6. SEE THE PLUMBING PIPING SCHEDULE ON THE DRAWINGS FOR MATERIAL AND INSULATION REQUIREMENTS.
7. COORDINATE THE INSTALLATION OF GRILLES, REGISTERS AND DIFFUSERS WITH THE ARCHITECTURAL REFLECTED CEILING PLANS AND THE
ELECTRICAL LIGHTING PLANS.
8. VERIFY THE LOCATION OF THERMOSTATS AND SENSORS WITH THE ARCHITECT AND ENGINEER PRIOR TO INSTALLATION. INSTALL
THERMOSTATS 48" ABOVE FINISHED FLOOR PER ADA REQUIREMENTS.
9. PROVIDE AND INSTALL SEISMIC BRACING FOR ALL EQUIPMENT, DUCTWORK AND PIPING PER THE REQUIREMENTS OF THE INTERNATIONAL
BUILDING CODE.
10. FLEXIBLE DUCTWORK BETWEEN BRANCH DUCTS AND GRILLES, REGISTERS OR DIFFUSERS SHALL BE LIMITED TO 5FT.
11. INSTALL ACCESSIBLE PLUMBING FIXTURES IN COMPLIANCE WITH ADA REQUIREMENTS. INSULATE ALL EXPOSED PIPING BELOW ADA
ACCESSIBLE FIXTURES.
12. INSTALL FLOOR DRAIN STRAINERS AND CLEANOUT COVERS FLUSH AND LEVEL WITH FINISHED FLOOR.
13. THE PLUMBING CONTRACTOR SHALL BE RESPONSIBLE FOR FIRE-CAULKING ALL FIRE-RATED AND SMOKE-RATED WALL PENETRATIONS OF
PIPING, DUCTWORK, ETC.
14. PROVIDE ACCESS DOORS TO ALLOW SERVICE AND INSPECTION OF EQUIPMENT, VALVES, DAMPERS AND DEVICES INSTALLED ABOVE NON-
REMOVABLE CEILINGS.
SHOP DRAWINGS AND SUBMITTALS
1. WITHIN 30 DAYS OF AWARDING OF THE CONTRACT, THE PLUMBING CONTRACTOR SHALL SUBMIT SHOP DRAWINGS AND/OR SUBMITTALS FOR
ALL SCHEDULED EQUIPMENT AND MATERIALS INCLUDED IN THE CONSTRUCTION DOCUMENTS.
2. ALL SHOP DRAWINGS AND SUBMITTALS SHALL BE IN THE FORM OF ELECTRONICALLY TRANSMITTED PDFS. SHOP DRAWINGS AND
SUBMITTALS SHALL INCLUDE SHOP DRAWINGS AND LITERATURE SHOWING ITEMS TO BE USED, SIZE, DIMENSIONS, CAPACITY, ROUGH-IN,
AND ANY OTHER INFORMATION NECESSARY FOR A COMPLETE REVIEW. MANUFACTURER'S LITERATURE SHOWING MORE THAN ONE ITEM
SHALL BE CLEARLY MARKED AS TO WHICH ITEM IS BEING FURNISHED OR IT WILL BE REJECTED AND RETURNED WITHOUT REVIEW.
3. EACH SUBMITTED ITEM MUST BE CLEARLY MARKED WITH THE PROJECT NAME, DATE, BRANCH OF WORK, SUBMITTING PARTY, REVISION
NUMBER, AND ASSOCIATED SCHEDULE. SUBMITTALS NOT IDENTIFIED AS DESCRIBED ABOVE WILL BE REJECTED AND RETURNED WITHOUT
REVIEW.
4. PRIOR TO THEIR SUBMISSION, EACH SUBMITTAL SHALL BE THOROUGHLY CHECKED BY THE CONTRACTOR FOR COMPLIANCE WITH THE
CONTRACT DOCUMENT REQUIREMENTS. EACH SUBMITTAL SHALL THEN BEAR A STAMP EVIDENCING SUCH CHECKING AND SHALL SHOW
CORRECTIONS MADE, IF ANY. SUBMITTALS REQUIRING EXTENSIVE CORRECTIONS SHALL BE REVISED BEFORE SUBMISSION TO THE
ENGINEER. EACH SUBMITTAL NOT STAMPED AND SIGNED BY THE CONTRACTOR EVIDENCING SUCH CHECKING WILL BE REJECTED AND
RETURNED WITHOUT REVIEW.
5. REVIEW OF THE SHOP DRAWINGS AND LITERATURE BY THE ENGINEER SHALL NOT RELIEVE THE CONTRACTOR FOR RESPONSIBILITY FOR
DEVIATIONS FOR THE DRAWINGS OR SPECIFICATIONS, NOR SHALL IT RELIEVE THE CONTRACTOR FROM RESPONSIBILITY FOR ERRORS IN
THE SHOP DRAWINGS OR LITERATURE. IT IS THE RESPONSIBILITY OF THE CONTRACTOR TO PROVIDE MATERIALS AND EQUIPMENT WHICH
MEET THE SPECIFICATIONS AND JOB REQUIREMENTS.
REVIEW & SITE INSPECTIONS
1. ALL WORK AND MATERIAL IS SUBJECT TO REVIEW AT ANY TIME BY THE ARCHITECT/ENGINEER OR THEIR REPRESENTATIVE. IF THE
ARCHITECT/ENGINEER OR THEIR REPRESENTATIVE FINDS MATERIAL THAT DOES NOT CONFORM TO THESE SPECIFICATIONS OR THAT IS NOT
PROPERLY INSTALLED OR FINISHED, CORRECT THE DEFICIENCIES IN A MANNER SATISFACTORY TO THE ARCHITECT/ENGINEER AT THE
CONTRACTOR'S EXPENSE.
STARTUP, TESTING AND OWNER TRAINING
1. ENGAGE A FACTORY AUTHORIZED REPRESENTATIVE TO CONDUCT AN INSPECTION OF THE INSTALLATION OF THEIR COMPANIES EQUIPMENT
PRIOR TO START-UP OF ANY EQUIPMENT. THE REPRESENTATIVE SHALL SUBMIT A REPORT IDENTIFYING ANY DEFICIENCIES TO THE
ARCHITECT, ENGINEER AND CONSTRUCTION MANAGER. ANY DEFICIENCIES IDENTIFIED SHALL BE ADDRESSED PRIOR TO START-UP. START-
UP SHALL BE CONDUCTED BY A FACTORY AUTHORIZED REPRESENTATIVE. STARTUP REPORTS SHALL BE SUBMITTED TO THE ARCHITECT
AND ENGINEER ONCE COMPLETED.
2. NEW AIR AND WATER SYSTEMS SHALL BE BALANCED IN THEIR ENTIRETY TO THE SATISFACTION OF THE ENGINEER IN ACCORDANCE WITH
NEBB STANDARDS. APPROVED TEST AND BALANCE CONTRACTORS ARE: AIR COMMANDER, TEST COMM, RGO INC., AND PRECISION
3. THE PLUMBING CONTRACTOR SHALL PROVIDE 4 HRS OF TRAINING TO THE OWNER TO ENSURE THE OWNER KNOWS HOW TO OPERATE THE
SYSTEMS INSTALLED UNDER THE PLUMBING CONTRACT. PROVIDE AN ADDITIONAL 4 HRS OF ADDITIONAL SERVICE THROUGH THE FIRST
YEAR OF OPERATION TO ADDRESS QUESTIONS THAT MAY ARISE.
PROJECT CLOSEOUT
1. THE PLUMBING CONTRACTOR SHALL MAINTAIN AT THE PROJECT SITE, A "RECORD SET OF DRAWINGS" SHOWING FIELD CHANGES, AS-BUILT
ELEVATIONS, UNUSUAL CONDITIONS ENCOUNTERED DURING CONSTRUCTION, AND SUCH OTHER DATA AS REQUIRED TO PROVIDE THE
OWNER WITH AN ACCURATE "AS CONSTRUCTED" SET OF RECORD DRAWINGS. THE CONTRACTOR SHALL FURNISH THIS "RECORD SET" TO
THE ENGINEER FOLLOWING THE FINAL INSPECTION OF THE PROJECT.
2. THE PLUMBING CONTRACTOR SHALL PROVIDE AN "OPERATION AND MAINTENANCE MANUAL" (O&M MANUAL) PRIOR TO THE COMMENCEMENT
OF OWNER TRAINING. THE O&M MANUAL SHALL BE PROVIDED IN DIGITAL OR THREE PAPER COPIES (BOUND & LABELED) FORMAT AS
REQUESTED BY THE ENGINEER OR OWNER. THE O&M MANUAL SHALL CONSIST OF A TITLE PAGE, TABLE OF CONTENTS, AND MANUAL
CONTENTS. THE MANUAL CONTENTS SHALL CONSIST OF PRODUCT DATA INFORMATION, PRODUCT SERVICE/MAINTENANCE MANUAL, AND
EXECUTED WARRANTY FOR EACH AND ALL EQUIPMENT AND PRODUCTS INSTALLED UNDER THE SCOPE OF THIS PROJECT.
PIPING FROM
PROPANE GAS MAIN
ISOLATION VALVE SEE
SPECIFICATIONS FOR TYPE
DIRT LEG 3" LONG MIN.GAS PIPING TO
EQUIPMENT -PROVIDE
FLEXIBLE CONNECTION
PER SPECIFICATIONS
GROUND JOINT UNION
WATERSTOP
INSULATION
TPO MEMBRANE
BOLTS
UNDERDECK CLAMP
DECKING
FLASHING CLAMP
PRIMARY ROOF
DRAIN (RD)
EXPANSION COUPLING
ROOF DRAIN DOME
6" THICK BY 18" SQUARE
CONCRETE PAD (TYP)
"CO" TO BE CAST IN COVER (TYP)
GRADE OR PAVING (TYP)
CAST IRON CLEANOUT WITH
COVER FOR DUTY REQUIRED
(TYP)
CAST IRON LONG SWEEP 1/4
BEND OR CAST IRON COMB,
"Y" & 1/8 BEND. (USE
REDUCING TYPE WHERE
REQUIRED)
BUILDING DRAINING OR SEWER
MATERIAL AND SIZE AS SPECIFIED
SEE CIVIL FOR CONTINUATION
SEE PLANS FOR SIZE
SEE PLANS FOR SIZE
M O N T
N
A
PROF
E
SSIONA L E N G IN EERJOSEPH R.
HUGHES
No. 41135 PE
LICE N DES
A
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:52:36 AMPermit / Bidding DrawingsAugust 26, 2022
P002
PLUMBING
SPECIFICATIONS &
DETAILS
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
DRT
JRH
Permit / Bidding Drawings
N.T.S.2 GAS CONNECTION DETAIL
N.T.S.3 ROOF DRAIN DETAIL
NOTES: PROVIDE ALL FIXTURES WITH APPROPRIATE COMMERCIAL GRADE SUPPORTS/CARRIERS, P-TRAPS, STOP VALVES, BRAIDED FLEXIBLE SUPPLIES, UNDER FIXTURE PIPING INSULATION AND HAMMER ARRESTORS. PROVIDE AND INSTALL TRAP PRIMERS FOR ALL FLOOR DRAINS AND FLOOR SINKS UNLESS
OTHERWISE INDICATED. INSTALL ALL TRAP PRIMERS IN RECESSED WALL MOUNTED BOXES IN AN ACCESSIBLE LOCATION. FIELD COORDINATE INSTALLATION LOCATION OF TRAP PRIMER WALL BOXES, WATER CLOSETS, LAVATORIES, AND URINALS FOR ADA COMPLIANCY WITH ARCHITECT/ENGINEER.
RD-1 JR SMITH 1800Y
ROOF DRAIN AND OVERFLOW DRAIN
ASSEMBLY CAST IRON BODY & POLYETHYLENE DOMES N / A SEE PLANS - - - - - - - -
PRIMARY AND SECONDARY ROOF DRAIN ASSEMBLY WITH DECK PLATE, GALVANIZED
CAST IRON DOME STRAINERS AND EXPANSION JOINTS ON OUTLETS, INSULATE DRAIN
SUMPS AND INTERIOR SIDE OF DECK PLATE.
FS-1 JR SMITH 3131Y FLOOR SINK
ACID RESISTANT COATED CAST IRON BODY WITH ALUMINUM
STRAINER N / A - - SEE PLANS SEE PLANS - - - -
PROVIDE WITH NO-HUB OUTLET, ALUMINUM DOME STRAINER, 3/4' GRATE, AND JR SMITH
QUAD CLOSE TRAP SEAL.
FD-1 JR SMITH 2005 FLOOR DRAIN CAST IRON BODY / NICKLE BRONZE STRAINER N / A - - SEE PLANS SEE PLANS - - - -
PROVIDE COMPLETE WITH SQUARE NICKEL BRONZE STRAINER HEAD, AND JR SMITH
QUAD CLOSE TRAP SEAL.
RL/ORL WASTE VENT COLD HOT
MARK MFGR MODEL # DESCRIPTION MATERIAL & FINISH TRIM
ROUGH-IN SIZE
REMARKS
PLUMBING FIXTURE SCHEDULE
N.T.S.1 YARD CLEANOUT DETAIL
53
1 4
D
F
B
A
3 52
C
E
3
1
(E) 3" SAN
(E) 3" SAN
(E) 4" SAN
(E) 4" SAN (E) 4" SAN
(E) 4" SAN
(E) 2" V UP
(E) 2" V UP
(E) 2" V UP
(E) FD
(E) FD
(E) FD
3" SAN
1 1/2" V UP
1 1/2" V UP
1 1/2" V UP
1 1/2" V UP 4" SAN
4" SAN UP TO YCO,
COORDINATE
LOCATION WITH CIVIL
2
1 1/2" V
6
APPROXIMATE, SEE CIVIL FOR
GREASE INTERCEPTOR LOCATION.
4" SAN, SEE CIVIL FOR
CONTINUATION
(N) 4" SAN TO BE CONNECTED HERE.
SEE CIVIL FOR ROUTING.
4
4
4
5
4 4" SAN4" SANM O N T
N
A
PROF
E
SSIONA L E N G IN EERJOSEPH R.
HUGHES
No. 41135 PE
LICE N DES
A
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:52:37 AMPermit / Bidding DrawingsAugust 26, 2022
P100
PLUMBING
UNDERFLOOR
PLAN
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
Author
Checker
Permit / Bidding Drawings
N.T.S.1 PLUMBING UNDERFLOOR PLAN -LEVEL 1
KEY NOTES:#
1. 6" RWL TO CONNECT INTO CIVIL PROVIDED TRENCH DRAIN AT SIDEWALK
LEVEL, SEE CIVIL FOR CONTINUATION. COORDINATE WITH STRUCTURAL
FOOTINGS.
2. 4" SAN LEAVING BUILDING, INVERT = 4725.41'. SEE CIVIL FOR CONTINUATION.
3. APPROXIMATE LOCATION OF EXISTING PROPANE REGULATOR.
4. 3" SAN UP TO FD-1.
5. 4" SAN UP TO FCO.
Reference
North
54
1 4
D
F
B
A
3 52
C
E
EF-1
UH-1
FN-1
3/4" LPG
1
1/2" LPG
3
(E) 3" VTR
(E) 2" V DN
(E) 2" V DN
(E) 2" V DN 3" VTR
1 1/2" V DN
1 1/2" V DN
1 1/2" V DN
1 1/2" V DN
2
(E) FCO
(E) FD
(E) FD
(E) FD
FCO
FD-1
FD-1
FD-1
6
FD-1
YCO
4 54" RWL
6
7
1/2" LPG
8
M O N T
N
A
PROF
E
SSIONA L E N G IN EERJOSEPH R.
HUGHES
No. 41135 PE
LICE N DES
A
THE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architects
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:52:38 AMPermit / Bidding DrawingsAugust 26, 2022
P101
PLUMBING FLOOR
PLAN
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
DRT
JRH
Permit / Bidding Drawings
1/8" = 1'-0"1 Plumbing Floor Plan - LEVEL 1
KEY NOTES:#
1. APPROXIMATE LOCATION OF EXISTING PROPANE REGULATOR.
2. 6" RWL BELOW GRADE. SEE CIVIL FOR CONTINUATION.
3. SCUPPER THROUGH PARAPET WALL ABOVE FOR OVERFLOW RAIN WATER.
SEE ARCHITECTURAL DRAWINGS.
4. 4" RWL UP TO RD-1.
5. 4" RWL UP TO RD-1. 6" RWL DOWN. SEE SHEET P100 FOR CONTINUATION.
6. RELOCATE RD-1 AND ASSOCIATED PIPING ALONG GRID 4 IF ALTERNATE #1
IS ACCEPTED. SEE ARCHITECTURAL FOR ALTERNATE #1 ROOF DRAIN
LOCATION.
7. CONDENSATE LINE FROM FN-1 ROUTED TO FD-1.
8. CONNECT NEW 3/4" LPG PIPE INTO EXISTING LPG LINE WHERE EXISTING
PIPE SIZE CAPACITY ALLOWS.
Reference
North
55
X
OS OS
P
R1
R2
R3
PL
LVD
LV
M
M
M
SPD
L
PFC
X
VFD
G
CB
PNL A208Y/120V3ø, 4W
X XJTV
J
PS-XXD-1
X
AP
ELECTRICAL ABBREVIATIONS LEGEND
A, AMP AMPERES
AC ALTERNATING CURRENT
A/C AIR CONDITIONING
AF AMP FUSE
AFC AVAILABLE FAULT CURRENT
AFCI ARC FAULT CIRCUIT INTERRUPTER
AFF ABOVE FINISHED FLOOR
AFG ABOVE FINISHED GRADE
AHU AIR HANDLING UNIT
AL ALUMINUM
AS AMP SWITCH
ATS AUTOMATIC TRANSFER SWITCH
BAS BUILDING AUTOMATION SYSTEM
BKR BREAKER
BOF BOTTOM OF FIXTURE
C RACEWAY/CONDUIT
CB CIRCUIT BREAKER
CCT COLOR RENDERING TEMPERATURE
CCTV CLOSED CIRCUIT TELEVISION
CKT CIRCUIT
CLG CEILING
C.O.RACEWAY/CONDUIT ONLY, WITH PULL STRING
COD CENTER OF DEVICE
CNTRL CONTROL
CU COPPER
(D)EXISTING TO BE DEMOLISHED
DISC DISCONNECT
DIST DISTRIBUTION
DPDT DOUBLE POLE DOUBLE THROW
DWG DRAWING
EA EACH
EC ELECTRICAL CONTRACTOR
EF EXHAUST FAN
ELEC ELECTRIC
EMT ELECTRICAL METALLIC TUBING
EQUIP EQUIPMENT
EX, EXIST EXISTING
FA FIRE ALARM
FAA FIRE ALARM ANNUNCIATOR
FACP FIRE ALARM CONTROL PANEL
FD FUSED DISCONNECT
FLR FLOOR
FO FIBER OPTIC
FSD FIRE SMOKE DAMPER RELAY, CONTROLLED BY
ASSOCIATED SMOKE DETECTOR AND CIRCUITED
BACK TO FACP
FVNR FULL VOLTAGE NON-REVERSING
FVR FULL VOLTAGE REVERSING
GEC GROUNDED ELECTRODE CONDUCTOR
GFCI GROUND FAULT CIRCUIT INTERRUPTER
GFI GROUND FAULT INTERRUPTER
GFP GROUND FAULT PROTECTION
GND GROUND
GRC GALVANIZED RIGID CONDUIT
HID HIGH INTENSITY DISCHARGE
HOA HAND-OFF-AUTOMATIC
HP HORSEPOWER
HPS HIGH PRESSURE SODIUM
HTR HEATER
HVAC HEATING, VENTILATION & AIR CONDITIONING
HZ HERTZ
J-BOX JUNCTION BOX
KVA KILOVOLT-AMPERES
KW KILOWATTS
LCP LIGHTING CONTROL PANEL
LPW LUMENS PER WATT
LTG LIGHTING
LM LUMENS
LV LOW VOLTAGE
MAG MAGNETIC STARTER
MAN MANUAL
MAX MAXIMUM
MC MECHANICAL CONTRACTOR
MCA MINIMUM CIRCUIT AMPACITY
MCC MOTOR CONTROL CENTER
MDP MAIN DISTRIBUTION PANEL
MECH MECHANICAL
MEP MECHANICAL, ELECTRICAL, PLUMBING
MH METAL HALIDE
MIN MINIMUM
MSS MOTOR STARTER SWITCH WITH THERMAL OVERLOADS
N NEUTRAL
NC NORMALLY CLOSED
NEC NATIONAL ELECTRIC CODE
NEMA NATIONAL ELECTRICAL MANUFACTURERS
ASSOCIATION
NFD NON-FUSED DISCONNECT
NIC NOT IN CONTRACT
NO NORMALLY OPEN
#NUMBER
OAE OR APPROVED EQUAL
OC ON CENTER
OCPD OVERCURRENT PROTECTIVE DEVICE
OH OVERHEAD
P POLE
PB PUSHBUTTON
PC PLUMBING CONTRACTOR
PH PHASE
PNL PANEL
PVC POLYVINYL CHLORIDE CONDUIT
PWR POWER
(R)EXISTING TO REMAIN
RCPT RECEPTACLE
RECEPT RECEPTACLE
RGS RIGID GALVANIZED STEEL
RM ROOM
RVNR REDUCED VOLTAGE NON-REVERSING
RVR REDUCED VOLTAGE REVERSING
SP SINGLE POLE TOGGLE SWITCH
SPD SURGE PROTECTIVE DEVICE (TVSS)
SPEC SPECIFICATION
SPST SINGLE POLE SINGLE THROW
SSPB START-STOP PUSHBUTTON
SW SWITCH
SWBD SWITCHBOARD
SWGR SWITCHGEAR
TB TELEPHONE BOARD
TC TIME CLOCK
TD TIME DELAY
TEL TELEPHONE
TR TAMPER RESISTANT
TSP TWISTED SHIELDED PAIR
TTB TELEPHONE TERMINAL BOARD
TYP TYPICAL
UG UNDERGROUND
UH UNIT HEATER
UNO UNLESS NOTED OTHERWISE
V VOLT
VA VOLT-AMPERES
VFD VARIABLE FREQUENCY DRIVE
W WATTS
WAO WORK AREA OUTLET
WP WEATHERPROOF
W/O WITHOUT
XFMR TRANSFORMER
Y WYE-CONNECTED
Δ DELTA-CONNECTED
ø PHASE
ELECTRICAL LIGHTING FIXTURE LEGEND
RECESSED LED FIXTURE - "a" & "b"
DESIGNATES SWITCH
EXIT SIGN - WALL MOUNT, CEILING MOUNT. ARROW
INDICATES DIRECTION OF TRAVEL, SHADING
INDICATES LIGHTED FACE.
RECESSED EMERGENCY LED FIXTURE - "a" & "b"
DESIGNATES SWITCH
SURFACE LED FIXTURE - "a" & "b" DESIGNATES
SWITCH
SURFACE EMERGENCY LED FIXTURE - "a" & "b"
DESIGNATES SWITCH
SURFACE WALL MOUNT LED FIXTURE
LED STRIP OR INDUSTRIAL, SURFACE OR CHAIN
HUNG
EMERGENCY LED STRIP OR INDUSTRIAL, SURFACE
OR CHAIN HUNG
POLE MOUNTED FIXTURE
LIGHTED BOLLARD
PENDANT FIXTURE; HIGH BAY, LOW BAY,
DECORATIVE
DUAL HEAD EMERGENCY EGRESS BATTERY PACK,
WALL MOUNT OR CEILING MOUNT
WALL MOUNTED SCONCE
SURFACE DOWNLIGHT
SURFACE EMERGENCY DOWNLIGHT
RECESSED CAN DOWNLIGHT
RECESSED CAN EMERGENCY DOWNLIGHT
RECESSED CAN WALL WASHER
TRACK LIGHTING. SEE FIXTURE SCHEDULE AND
LIGHTING PLANS.
COMBINATION EXIT SIGN/ EGRESS LIGHTING UNIT -
WALL MOUNT, CEILING MOUNT. ARROW INDICATES
DIRECTION OF TRAVEL, SHADING INDICATES LIGHTED
FACE.
ELECTRICAL LIGHTING CONTROL LEGEND
TOGGLE SWITCH (MOUNT AT +48", UNO)
"X" INDICATES TYPE:
BLANK - SINGLE POLE
3 - INDICATES THREE-WAY
4 - INDICATES FOUR-WAY
D - INDICATES DIMMER SWITCH
PHILIPS SUNRISE - ON/OFF
K - INDICATES KEYED SWITCH
T - INDICATES TIMER
P - INDICATES PILOT LIGHT
OS - INDICATES WALL SWITCH OCC SENSOR
WATTSTOPPER DW100 (SINGLE OR DUAL
DW-200 SWITCH)
OSD - INDICATES WALL SWITCH OCC SENSOR
WITH 0-10V DIMMING - WATTSTOPPER DW-311
a - INDICATES SINGLE POLE LIGHTING SWITCH
ZONE FOR ZONE a
b - INDICATES SINGLE POLE LIGHTING SWITCH
ZONE FOR ZONE b
ab - INDICATES LIGHTING SWITCHES WITH
MULTIPLE ZONES
OCCUPANCY SENSOR - DUAL TECHNOLOGY
CEILING MOUNT: WATTSTOPPER LMDC-100, OR EQUAL
WALL MOUNT: WATTSTOPPER LMDX-100, OR EQUAL
WALL MOUNT AT +96", UNO
PHOTOCELL - CEILING MOUNT
WATTSTOPPER LMLS-400, OR EQUAL
STANDARD LIGHTING CONTROLS:
SWITCHES AND LINE VOLTAGE DIMMERS
DIGITAL LIGHTING CONTROLS:
ROOM CONTROLLERS AND LOW VOLTAGE DEVICES
ON/OFF ROOM CONTROLLER WITH (1) RELAY
WATTSTOPPER DLM LMRC-101, OR EQUAL
ON/OFF/0-10V ROOM CONTROLLER WITH (1) RELAYS
WATTSTOPPER DLM LMRC-111, OR EQUAL
ON/OFF/0-10V ROOM CONTROLLER WITH (2) RELAYS
WATTSTOPPER DLM LMRC-212, OR EQUAL
PLUG LOAD CONTROLLER
WATTSTOPPER DLM LMPL-101, OR EQUAL
LOW VOLTAGE DIMMING SWITCH
WATTSTOPPER DLM LMDM-101, OR EQUAL
LOW VOLTAGE SWITCH, # INDICATES NUMBER OF
BUTTONS. NO "#" IS A 2 BUTTON SWITCH.
WATTSTOPPER DLM LMSW-10#, OR EQUAL
ELECTRICAL ONE-LINE LEGEND
MOTOR
CT AND CUSTOMER POWER METER
UTILITY ELECTRIC METER AND BASE (BASE BY
CUSTOMER)
SURGE PROTECTION DEVICE
LIGHTNING ARRESTER, TYPE 1 SPD, MOUNTED ON
EXTERIOR OF MAIN SWITCHGEAR (SQUARE D. SDSA
SERIES, OAE)
STRESS RELIEF CONE
POWER FACTOR CORRECTION CAPACITOR
EQUIPMENT TOGGLE DISCONNECT SWITCH
"X" INDICATES TYPE:
F - FUSTAT
M - MOTOR STARTER SWITCH W/ THERMAL
OVERLOADS
CONTACTOR NORMALLY OPEN, NORMALLY CLOSED
TRANSFORMER, 3-PH, 3-WIRE DELTA CONNECTION
TRANSFORMER, 3-PH, 4-WIRE GROUNDED WYE
CONNECTION
AUTOMATIC TRANSFER SWITCH
VARIABLE FREQUENCY DRIVE
FIXED MOUNT LV BREAKER
FUSED SWITCH ("XXAS/XXAF" - SW AND FUSE AMP
RATING)
GENERATOR
WALL MOUNTED BREAKER
THERMAL OVERLOAD ELEMENT
DISCONNECT SWITCH ("XXAS" = SWITCH AMP RATING)
FUSED DISCONNECT SWITCH ("XXAS/XXAF" = SW AND
FUSE AMP RATING)
COMBINATION MOTOR STARTER (STR SIZE, TYP, AS,
AF, SEE MEP COORDINATION SCHEDULE)
SWITCHBOARD OR PANELBOARD; NAME, VOLTAGE,
PHASE, NUMBER OF WIRES WHEN INDICATED
ELECTRICAL POWER LEGEND
PANEL AND CIRCUIT DESIGNATION ARE SHOWN NEXT
TO EACH DEVICE (PANEL NAME - CIRCUIT NUMBER).
BRANCH CIRCUIT WIRE SIZE IS #12, UNO. A SINGLE
INSULATED GREEN GROUND CONDUCTOR SHALL BE
PROVIDED WITH EACH HOME RUN. PROVIDE A
SEPARATE NEUTRAL FOR EACH CIRCUIT. HOME RUNS
SHALL HAVE NO MORE THAN THREE CIRCUITS. LINE
VOLTAGE AND LOW VOLTAGE WIRING IS NOT SHOWN
ON PLANS. FOR EQUIPMENT CIRCUITING, SEE MEP
COORDINATION SCHEDULE.
"X" INDICATES TYPE:
GFI - GROUND FAULT INTERRUPTER
WP - WEATHERPROOF WHILE-IN-USE COVER
U - PROVIDE WITH (2) USB PORTS
TR - TAMPER RESISTANT
S - SWITCHED
PANELBOARD OR LOAD CENTER
JUNCTION BOX
FLATSCREEN TV BOX: 3-GANG, FLUSH IN WALL, PASS
& SEYMOUR TV3WMTVSSW. DUPLEX RECEPTACLE &
2-SINGLE GANG DATA/ LOW VOLTAGE OPENINGS.
PROVIDE BLANK COVERS FOR LOW VOLTAGE
OPENINGS AND ROUTE AN 1-1 1/4" EMPTY C. TO
CENTER OPENING AND 1-1" EMPTY C. TO SIDE
OPENING. CONDUITS START AT THE TOP OF GANG
OPENING IN WALL AND ROUTE INTO ACCESSIBLE
CEILING SPACE. MOUNT BOX AT +72", UNO
SIMPLEX RECEPTACLE - CEILING MOUNT, WALL
MOUNT (+18", UNO)
DUPLEX RECEPTACLE - CEILING MOUNT, WALL
MOUNT (+18", UNO)
QUADRUPLEX RECEPTACLE - CEILING MOUNT, WALL
MOUNT (+18", UNO)
FLOOR BOX WITH (2) DUPLEX RECEPTACLES - FURNISH
WITH (1) 3/4" MIN. CONDUIT FOR POWER FROM BOX.
"X" INDICATES TYPE:
A - 4-GANG FLOOR BOX, CORROSION RESISTANT
COATING FOR CONCRETE* FLOORS (3" MIN. POUR
DEPTH), (HUBBELL NO. CFB4G30CR, OAE)
B - 4-GANG FLOOR BOX FOR RAISED ACCESS FLOORS,
(HUBBELL NO. AFB4G50, OAE)
C - FIRE RATED POKE-THROUGH FLOOR BOX FOR
ELEVATED CONCRETE* SLABS, 3" DIA. CORE
(HUBBELL NO. PT7FSD, OAE)
D - 8" DIA., FIRE RATED POKE-THROUGH FLOOR BOX
FOR ELEVATED CONCRETE* SLABS, (HUBBELL NO.
S1R8PTFIT3, OAE)
E - FLUSH, ROUND SINGLE SERVICE FLOOR BOX FOR
CONCRETE* FLOORS, UP TO 1" CONDUIT FEED
(HUBBELL NO. B2506, OAE)
* NOTE: INCLUDE ALL HARDWARE/ACCESSORIES AS
REQUIRED FOR COMPLETE INSTALLATION. PROVIDE
COVER (COORDINATE WITH ARCHITECT FOR
FLOORING TYPE AND FINISH). POKE-THROUGH FLOOR
BOXES CAN ALSO BE USED FOR TILE, CARPET, OR
WOOD FLOORS.
SPECIAL PURPOSE RECEPTACLE (MOUNT AT
+18", UNO)
"X" INDICATES TYPE:
A - NEMA 5-20R, #12 CU; B - NEMA 5-30R, #10 CU;
C - NEMA 5-50R, #6 CU; D - NEMA 6-20R, #12 CU;
E - NEMA 6-30R, #10 CU; F - NEMA 6-50R, #6 CU;
G - NEMA 14-20R, #12 CU; H - NEMA 14-30R, #10 CU;
I - NEMA 14-50R, #6 CU*
* +4" AFF FOR RANGE
DROP-DOWN RECEPTACLE
SURFACE MOUNTED PLUGSTRIP
"X" INDICATES TYPE:
A - PLUGSTRIP, POWER ONLY, OUTLET EVERY 3' OC
B - WIREMOLD SERIES 4000 POWER AND DATA
C - WIREMOLD SERIES 5000 POWER AND DATA
SURFACE MOUNTED RACEWAY
RACEWAY CONCEALED IN WALL, FLOOR, OR CEILING
IN FINISHED SPACES, EXPOSED IN UNFINISHED
SPACES
RACEWAY BELOW FLOOR OR BELOW GRADE
RACEWAY STUB-OUT WITH CAPPED END
RACEWAY STUB-OUT WITH BRUSHED END
GROUNDING BUS
PUSHBUTTON (MOUNT AT +48", UNO)
"X" INDICATES TYPE:
EPO - EMERGENCY POWER OFF
ADA - HANDICAPPED ACCESSIBLE DOOR
(DEVICE BY OTHERS)
ODO - OVERHEAD DOOR OPERATOR
(DEVICE BY OTHERS)
FLOOR BOX WITH ROUGHED-IN DATA CONDUIT AS
WELL AS TYPICAL CONDUIT FOR POWER - FURNISH (1)
1-1/4" DEDICATED CONDUIT FROM EACH DATA
COMPARMENT, COMPLETE WITH PULL STRINGS OVER
TO AND UP WALL INTO ACCESSIBLE CEILING SPACE,
UNO.
ABOVE COUNTER RECEPTACLE - MOUNT AT
+4" ABOVE BACKSPLASH
ELECTRICAL LOW VOLTAGE LEGEND
TELEPHONE/DATA SYSTEM
TELEPHONE OUTLET (MOUNT AT +18", UNO).
SEE NOTE.
VOICE-DATA OUTLET (MOUNT AT +18", UNO).
SEE NOTE.
DATA OUTLET (MOUNT AT +18", UNO). SEE NOTE.
WIRELESS ACCESS POINT
CABLE TRAY OR BASKET TRAY
NOTE: PROVIDE ROUGH-IN ONLY. 4-SQUARE BOX WITH MUD
RING & 1" C. STUBBED UP TO ACCESSIBLE ATTIC SPACE.
ELECTRICAL PROJECT GENERAL NOTES
A. PRIOR TO BID CONTRACTOR SHALL VISIT THE SITE. NOT ALL WORK REQUIRED TO COMPLETE THE PROJECT IS SHOWN ON THE DRAWINGS.
THE CONTRACTOR SHALL BECOME THOROUGHLY FAMILIAR WITH ALL THE WORK REQUIRED TO COMPLETE THE PROJECT IN ADDITION TO
THE LOCAL CONDITIONS AND INCLUDE SAID WORK IN THE BID.
B. GENERAL WORK PRACTICES FOR ELECTRICAL CONSTRUCTION SHALL BE IN ACCORDANCE WITH NECA 1, "STANDARD PRACTICES FOR GOOD
WORKMANSHIP IN ELECTRICAL CONTRACTING." THIS PUBLICATION IS AVAILABLE FROM NECA BY TELEPHONE AT 301-657-3110 OR ON-LINE AT
WWW.NECANET.ORG.
C. IT IS THE CONTRACTORS RESPONSIBILITY TO COORDINATE WITH MECHANICAL FOR PLENUM SPACES AND PROVIDE PLENUM RATED CABLES
WHERE REQUIRED FOR LIGHTING CONTROL, DATA, FIRE ALARM AND ALL OTHER L.V. SYSTEMS NOT INSTALLED IN CONDUIT. VERIFY CONDUIT
REQUIREMENTS ON DRAWINGS AND SPECIFICATIONS.
D. FIRE-RESISTANCE: PROVIDE A MINIMUM HORIZONTAL DISTANCE OF 24" BETWEEN OUTLET BOXES LOCATED ON OPPOSITE SIDES OF FIRE-
RESISTANCE RATED WALLS. WHERE THIS IS NOT POSSIBLE INSTALL UL LISTED PUTTY PADS ON ALL OUTLET BOXES NOT MEETING THE 24"
SEPARATION. PROVIDE A UL LISTED THROUGH -PENETRATION FIRESTOP FOR PENETRATIONS OF FIRE-RESISTANCE RATED ASSEMBLIES.
E. CONDUCTORS ARE SIZED PER THE 75 DEGREE C RATING COLUMN OF NEC TABLE 310.16. IF THE TERMINAL USED FOR A TERMINATION OF A
PARTICULAR CONDUCTOR IS NOT MARKED, OR THE TERMINAL IS MARKED FOR 60 DEGREE C CONDUCTORS, IT IS THE RESPONSIBILITY OF
THE CONTRACTOR TO EITHER ADJUST THE AMPACITY OF THE CONDUCTOR TO MATCH THE 60 DEGREE COLUMN OF TABLE 310.16, OR
REPLACE THE TERMINAL WITH ONE RATED FOR AT LEAST 75 DEGREES C.
F. BASED ON ACTUAL HOMERUN LENGTHS REQUIRED IN THE FIELD, THE CONTRACTOR SHALL CALCULATE AND INCREASE THE WIRE SIZES AS
REQUIRED TO LIMIT BRANCH CIRCUIT VOLTAGE DROP TO 3%. FOR 20A BRANCH CIRCUITS THE MINIMUM CONDUCTOR SIZES SHALL BE AS
FOLLOWS: #10 AWG CU FOR RUNS BETWEEN 100 AND 200 LINEAR FEET, #8 AWG CU FOR RUNS BETWEEN 200 AND 325 LINEAR FEET, AND AS
CALCULATED BY THE CONTRACTOR FOR CIRCUITS EXTENDING BEYOND 325 LINEAR FEET. IN ALL CASES WHERE WIRE SIZES INCREASE, THE
CONTRACTOR SHALL PROVIDE LARGER CONDUITS AS REQUIRED.
G. PROVIDE A DEDICATED NEUTRAL CONDUCTOR FOR EACH 120V BRANCH CIRCUIT.
ABBREVIATIONS AND SYMBOLS GENERAL NOTES
A. THE ABBREVIATIONS ON THIS SHEET COMPRISE A STANDARD LIST; NOT ALL ABBREVIATIONS APPEAR ON THIS PROJECT.
B. THE SYMBOLS ON THIS SHEET COMPRISE A STANDARD LIST; NOT ALL SYMBOLS APPEAR ON THIS PROJECT.
C. ALL MOUNTING HEIGHTS ARE TO CENTER OF DEVICE ABOVE FINISHED FLOOR, UNLESS NOTED OTHERWISE. ELECTRICAL CONTRACTOR
SHALL COORDINATE WITH OTHER CONTRACTORS, MAKING ADJUSTMENTS AS REQUIRED TO AVOID INTERFERENCE WITH EQUIPMENT SUCH
AS BASEBOARD FIN-TUBE, CABINET UNIT HEATERS, ETC. ARCHITECT/ENGINEER SHALL BE NOTIFIED OF ALL SUCH HEIGHT ADJUSTMENTS.
MOUNTING HEIGHTS INDICATED ON ARCHITECTURAL WALL ELEVATIONS OR AS NOTED SPECIFICALLY ON THE DRAWINGS OR IN THE
SPECIFICATIONS SHALL TAKE PRECEDENCE OVER MOUNTING HEIGHTS LISTED.
ELECTRICAL PROJECT DEMO NOTES
A. DURING DEMOLITION, THE CONTRACTOR SHALL NOTE ALL EXISTING RACEWAY (BOTH SURFACE AND CONCEALED) TO THE EXTENT
POSSIBLE. THESE RACEWAYS SHALL BE REUSED TO THE GREATEST EXTENT POSSIBLE TO INSURE A CLEAN FINISHED PRODUCT. WHERE
PRACTICAL, AND ALLOWED PER CODE, FISHING THROUGH WALLS WITH MC CABLE IS PREFERRED TO SURFACE-MOUNTED CONDUIT.
B. CONTRACTOR SHALL REMOVE, TRANSPORT, AND LEGALLY DISPOSE OF LAMPS AND BALLASTS OFF-SITE. IT IS ASSUMED THAT THE BALLASTS
DO NOT CONTAIN PCBs. THE CONTRACTOR SHALL NOTIFY THE OWNER IMMEDIATELY IF IT IS SUSPECTED THAT BALLASTS CONTAIN PCBs.
C. ALL POWER INTERRUPTIONS SHALL BE COORDINATED WITH OWNER. ANY DISRUPTION OF WORKERS IN THE SPACE SHALL BE KEPT TO A
MINIMUM AND BE COORDINATED WITH THE OWNER PRIOR TO WORK COMMENCING IN THAT SPACE.
D. CONTRACTOR SHALL EXTEND UNSWITCHED HOT LEG FROM EXISTING EMERGENCY FIXTURE LOCATION TO NEW EMERGENCY FIXTURES, AS
NEEDED. SEE DEMO PLANS FOR AN APPROXIMATION OF EXISTING EMERGENCY FIXTURE LOCATIONS. FIELD VERIFY EXACT LOCATION PRIOR
TO BID.
E. ELECTRICAL CONTRACTOR SHALL BE RESPONSIBLE FOR REPAIR OF ANY EXISTING CONDUIT OR FEEDER CIRCUITS THAT ARE INTENDED TO
REMAIN THAT ARE SAW-CUT, OR OTHERWISE DAMAGED, AS PART OF THE DEMOLITION PROCESS. PROVISION FOR THIS WORK SHALL
INCLUDE, BUT NOT BE LIMITED TO: ALL NECESSARY CONDUIT AND CONDUCTORS, MOUNTING ACCESSORIES AND LABOR, TO RESTORE THE
SYSTEM TO ITS INTENDED FUNCTION.
F. ELECTRICAL DRAWINGS SHOWING EXISTING BUILDING CONDITIONS, SUCH AS DEMOLITION DRAWINGS, EXISTING PANEL SCHEDULES, ETC
ARE BASED ON RECORD DRAWINGS AND SITE VISITS. IF ACTUAL EXISTING CONDITIONS DIFFER FROM THOSE SHOWN ON DRAWINGS, PLEASE
NOTIFY ENGINEER.
No. 60006 PE
RYAN P.
MARONEY
M O NTANA
LICENS E DPRO
F
ESSIONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
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www.henneberyeddy.com
Inc .
Hennebery E dd y
Architec t s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:42:12 AMPermit / Bidding DrawingsAugust 26, 2022
E001
ELECTRICAL
LEGEND AND
NOTES
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
JLG
RPM
Permit / Bidding Drawings
ELECTRICAL SHEET INDEX
NUMBER SHEET NAME
ELECTRICAL SHEET INDEX
NUMBER SHEET NAME
E001 ELECTRICAL LEGEND AND NOTES
E002 ELECTRICAL SPECIFICATIONS
E003 ELECTRICAL SPECIFICATIONS
E004 ELECTRICAL ONE-LINES AND DETAILS
E005 ELECTRICAL SCHEDULES
E006 ELECTRICAL SCHEDULES
ED101 DEMOLITION POWER AND SIGNAL PLAN
ED102 DEMOLITION LIGHTING PLAN
E101 POWER AND SIGNAL PLAN
E102 LIGHTING PLAN
56
260010 -GENERAL REQUIREMENTS OF ELECTRICAL
A. SUMMARY
1. THE REQUIREMENTS LISTED IN THIS SECTION ARE SUPPLEMENTAL TO THE
DIVISION 01 GENERAL REQUIREMENTS.
2. IT SHALL BE THE RESPONSIBILITY OF THE ELECTRICAL AND LOW-VOLTAGE
CONTRACTORS TO EXAMINE AND REFER TO ALL ARCHITECTURAL, CIVIL,
STRUCTURAL, MECHANICAL, PLUMBING AND LANDSCAPE DRAWINGS AND
SPECIFICATIONS FOR CONSTRUCTION CONDITIONS WHICH MAY AFFECT THE
SCOPE OF ELECTRICAL, COMMUNICATIONS, ELECTRONIC SAFETY AND SECURITY
WORK. INSPECT THE BUILDING SITE AND EXISTING FACILITIES FOR VERIFICATION
OF PRESENT CONDITIONS. MAKE PROPER PROVISIONS FOR THESE CONDITIONS
IN PERFORMANCE OF THE WORK AND COST THEREOF.
3. ELECTRICAL, COMMUNICATIONS, ELECTRONIC SAFETY AND SECURITY WORK FOR
THIS PROJECT SHALL INCLUDE ALL ITEMS, ARTICLES, MATERIALS AND THE
ASSOCIATED LABOR MENTIONED, SCHEDULES OR SHOWN IN THESE
SPECIFICATIONS AND IN THE ACCOMPANYING DRAWINGS.
4. FURNISH AND INSTALL ALL EQUIPMENT, MATERIALS AND ANY REQUIRED
INCIDENTAL ITEMS REQUIRED BY GOOD PRACTICE TO COMPLETE THE SYSTEMS
DESCRIBED HEREIN.
5. REFER TO DIVISION 01 FOR ALL LISTED ALTERNATES AND PROVIDE SEPARATE
PRICING AND WORK AS INDICATED IN DIVISION 01 AND CONTRACT DOCUMENTS.
B. DEFINITIONS -THROUGHOUT CONTRACT DOCUMENTS THESE WORDS AND PHRASES
ARE USED:
1. CONTRACT DOCUMENTS -ALL DRAWINGS, SPECIFICATIONS, ADDENDA AND
CHANGE ORDERS THAT DOCUMENT WORK TO BE DONE.
2. DEMOLITION –CAREFULLY DISCONNECT AND REMOVE ITEMS. ALL REASONABLE
CAUTION SHALL BE TAKEN TO AVOID DAMAGING REMOVED EQUIPMENT AND TO
RETAIN ITS OPERABILITY.
3. REMOVE BACK TO SOURCE -REMOVE ALL CONDUIT AND WIRE BACK TO
PANELBOARD OR LAST LIVE DEVICE.
4. EQUIVALENT OR EQUAL -PRODUCT OF LIKE TYPE AND FUNCTION THAT COMPLIES
WITH ALL APPLICABLE PROVISIONS OF DRAWINGS AND SPECIFICATIONS AND
WHICH HAS BEEN APPROVED AS SUBSTITUTE FOR SPECIFIED ITEM.
5. FURNISH -PURCHASE MATERIAL AS SHOWN AND SPECIFIED, AND PLACE
MATERIAL TO APPROVED LOCATION ON SITE OR ELSEWHERE AS NOTED OR
AGREED UPON.
6. INSTALL -SET IN PLACE AND CONNECT, READY FOR USE AND IN COMPLETE AND
PROPERLY OPERATING FINISHED CONDITION.
7. PROVIDE -FURNISH AND INSTALL WITH ALL PRODUCTS, LABOR, SUB-CONTRACTS,
AND APPURTENANCES REQUIRED FOR A COMPLETE AND PROPERLY OPERATING,
FINISHED CONDITION.
8. ROUGH-IN -PROVIDE CONDUIT RACEWAY SYSTEM WITH JUNCTION BOXES,
FITTINGS, STRAPS, BUSHINGS, ETC., FOR FUTURE INSTALLATION OF WIRING,
DEVICES, DISCONNECTS AND BREAKERS. PROVISION SHALL BE MADE IN
PANELBOARD (HARDWARE, ETC.) FOR FUTURE INSTALLATION OF BREAKERS.
9. SERVICEABLE -ARRANGED SO THAT COMPONENT OR PRODUCT IN QUESTION
MAY BE PROPERLY REMOVED AND REPLACED WITHOUT DISASSEMBLY,
DESTRUCTION OR DAMAGE TO SURROUNDING INSTALLATION.
C. CODES, STANDARDS AND REGULATIONS
1. CODES -PERFORM ALL WORK IN STRICT ACCORDANCE WITH ALL APPLICABLE
NATIONAL, STATE AND LOCAL CODES; INCLUDING, BUT NOT LIMITED TO LATEST
LEGALLY ENACTED EDITIONS OF FOLLOWING CODES:
a. NFPA 70, NATIONAL ELECTRIC CODE –NEC
b. NFPA 72, NATIONAL FIRE ALARM CODE
c. ANSI-C2, NATIONAL ELECTRICAL SAFETY CODE –NESC
d. INTERNATIONAL BUILDING CODE –IBC
e. INTERNATIONAL FIRE CODE –IFC
f. INTERNATIONAL ENERGY CONSERVATION CODE –IECC
2. STANDARDS -REFERENCE TO STANDARDS INFERS THAT INSTALLATION,
EQUIPMENT AND MATERIAL SHALL BE WITHIN LIMITS FOR WHICH IT WAS
DESIGNED, TESTED AND APPROVED, IN CONFORMANCE WITH CURRENT
PUBLICATIONS AND STANDARDS OF FOLLOWING ORGANIZATIONS:
a. AMERICAN NATIONAL STANDARDS INSTITUTE –ANSI
b. AMERICAN SOCIETY FOR TESTING AND MATERIALS –ASTM
c. AMERICAN SOCIETY OF HEATING REFRIGERATING AND AIR CONDITIONING
ENGINEERS –ASHRAE (STANDARD 90-75)
d. INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS –IEEE
e. INSULATED CABLE ENGINEERS ASSOCIATION –ICEA
f. NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION –NECA
g. NATIONAL ELECTRICAL MANUFACTURERS' ASSOCIATION –NEMA
h. NATIONAL FIRE PROTECTION ASSOCIATION –NFPA
i. OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION –OSHA
j. UNDERWRITERS' LABORATORIES, INC. –UL
k. RULES AND REGULATIONS OF THE STATE/LOCAL FIRE MARSHAL
l. STANDARDS AND REQUIREMENT OF THE SERVING UTILITIES
m. STATE AND LOCAL ORDINANCES
3. REGULATIONS -DESIGN HAS BEEN PERFORMED IN ACCORDANCE WITH
APPLICABLE REGULATIONS AND GUIDELINES NOTED BELOW. CONTRACTOR
SHALL CAREFULLY APPLY THESE REGULATIONS AND BRING ANY DISCREPANCIES
TO IMMEDIATE ATTENTION OF ARCHITECT/ENGINEER.
a. AMERICANS WITH DISABILITIES ACT –ADA
D. FEES AND PERMITS
1. ELECTRICAL CONTRACTOR SHALL PAY FOR ALL PERMITS OR FEES IN
CONNECTION WITH ELECTRICAL WORK. FEES SHALL INCLUDE ANY OR ALL USER
FEES, GOVERNMENT FEES, SYSTEM DEVELOPMENT FEES, CONNECTION FEES OR
OTHER FEES THAT ARE REQUIRED TO BE PAID BEFORE SYSTEMS CAN BE
CONNECTED OR USED.
2. SCHEDULE ALL REQUIRED ELECTRICAL INSPECTIONS WITH LOCAL ELECTRICAL
INSPECTOR. NOTIFY ENGINEER OF ALL ITEMS OF DISCREPANCY NOTED BY
ELECTRICAL INSPECTOR IF THOSE ITEMS AFFECT COST OR FUNCTION OF
SYSTEM, OR IF THEY CONFLICT WITH ELECTRICAL DRAWINGS AND
SPECIFICATIONS.
3. DELIVER ALL INSPECTION CERTIFICATES TO ARCHITECT/ENGINEER PRIOR TO
FINAL ACCEPTANCE OF WORK.
E. INTENT OF SPECIFICATIONS AND DRAWINGS
1. PLANS AND SPECIFICATIONS ARE INTENDED TO RESULT IN COMPLETE
ELECTRICAL INSTALLATION IN FULL COMPLIANCE WITH ALL APPLICABLE CODES,
STANDARDS AND ORDINANCES.
2. PLANS AND SPECIFICATIONS ARE TO SUPPLEMENT EACH OTHER AND ANY
DETAILS CONTAINED IN ONE SHALL BE INCLUDED AS IF CONTAINED IN BOTH.
3. ELECTRICAL DRAWINGS SHALL SERVE AS WORKING DRAWINGS, BUT
ARCHITECTURAL DRAWINGS SHALL TAKE PRECEDENCE IF ANY DIMENSIONAL
DISCREPANCIES EXIST.
4. DRAWINGS ARE PARTLY DIAGRAMMATIC AND DO NOT SHOW ROUTING OF
CONDUITS, EXACT LOCATION OF PRODUCTS, OR INSTALLATION FEATURES IN
EXACT DETAIL. LOCATIONS OF DEVICES, FIXTURES AND EQUIPMENT ARE
APPROXIMATE UNLESS DIMENSIONED.
5. RISER DIAGRAMS AND CONTROL SCHEMATICS ARE NOT TO SCALE AND DO NOT
SHOW PHYSICAL ARRANGEMENT OF EQUIPMENT. DO NOT USE RISER DIAGRAMS
OR SCHEMATICS TO OBTAIN LINEAL CONDUIT AND CABLING DISTANCES.
6. ITEMS ARE SHOWN ON DRAWINGS IN LOCATIONS TO MINIMIZE INTERFERENCE
WITH OTHER EQUIPMENT, STRUCTURAL MEMBERS, ETC. EXACT FINISH
LOCATIONS ARE NOT INDICATED, HOWEVER, AND ALL WORK SHALL BE DONE TO
AVOID INTERFERENCE, PRESERVE HEADROOM AND KEEP OPENINGS AND
PASSAGEWAYS CLEAR.
7. IN EVENT THAT DISCREPANCIES OF ANY KIND EXIST OR REQUIRED ITEMS/DETAILS
HAVE BEEN OMITTED, CONTRACTOR SHALL NOTIFY ARCHITECT/ENGINEER IN
WRITING OF SUCH DISCREPANCY OR OMISSION AT LEAST TEN DAYS PRIOR TO
BID DATE. FAILURE TO DO SO SHALL BE CONSTRUED AS WILLINGNESS OF
CONTRACTOR TO SUPPLY ALL NECESSARY MATERIALS AND LABOR REQUIRED
FOR PROPER COMPLETION OF WORK.
F. CONTRACTOR’S RESPONSIBILITY -CONTRACTOR SHALL BE RESPONSIBLE FOR
INSTALLATION OF COMPLETE AND FUNCTIONAL PIECE OF WORK IN ACCORDANCE
WITH TRUE INTENT OF CONTRACT DOCUMENTS. PROVIDE ALL INCIDENTAL ITEMS
REQUIRED FOR COMPLETE INSTALLATION AND SATISFACTORY OPERATION OF ALL
EQUIPMENT, WHETHER OR NOT SPECIFICALLY NOTED IN CONTRACT DOCUMENTS.
1. QUALIFICATIONS
a. CONTRACTOR SHALL EMPLOY ON THIS PROJECT, CAPABLE, EXPERIENCED
AND RELIABLE FOREMAN AND SUCH SKILLED WORKMEN AS MAY BE
REQUIRED FOR VARIOUS CLASSES OF WORK TO BE PERFORMED.
b. WHERE SPECIAL SKILLS AND CERTIFICATION ARE REQUIRED, CONTRACTOR
SHALL ENSURE THAT WORK IS PERFORMED BY INDIVIDUALS WITH REQUIRED
EXPERIENCE, SKILL AND CERTIFICATION.
c. IF, IN ENGINEER'S OPINION, CONTRACTOR'S EMPLOYEES DO NOT POSSESS
NECESSARY QUALIFICATIONS TO PERFORM SPECIALTY WORK, CONTRACTOR
WILL BE REQUIRED TO OBTAIN SERVICES OF WORKMEN WHO ARE APPROVED
BY MANUFACTURER AND CERTIFIED BY APPLICABLE AGENCY OR GROUP.
THESE WORKMEN, IF REQUIRED, SHALL BE PROVIDED AT NO ADDITIONAL
EXPENSE.
d. REFER TO OTHER SPECIFICATION SECTIONS FOR ADDITIONAL REQUIRED
CONTRACTOR QUALIFICATIONS AND CERTIFICATION.
2. LICENSING AND CERTIFICATION -ALL DIVISION 26 WORK SHALL BE
ACCOMPLISHED BY ELECTRICIANS, LICENSED BY STATE IN WHICH WORK IS BEING
DONE, CERTIFIED AS REQUIRED, AND SKILLED IN THEIR CRAFT. ELECTRICIAN
MAY ELECT TO HIRE SUBCONTRACTORS FOR PORTIONS OF WORK (SUCH AS
SYSTEMS DESCRIBED IN DIVISIONS 27 AND 28) WHO ARE NOT LICENSED
ELECTRICIANS, BUT HAVE REQUIRED CERTIFICATES AND ARE LICENSED IN THEIR
DISCIPLINE BY STATE IN WHICH WORK IS BEING DONE.
3. COORDINATION
a. CONTRACTOR SHALL CONSULT ALL CONTRACT DOCUMENTS, SHOP
DRAWINGS OF OTHER TRADES, AND ACTUAL BUILDING DIMENSIONS TO
PREDETERMINE THAT HIS WORK AND EQUIPMENT WILL FIT AS PLANNED. DO
NOT SCALE DRAWINGS FOR FABRICATION. NO EXTRA PAYMENT WILL BE
ISSUED FOR MATERIALS OR ITEMS WHICH DO NOT FIT BECAUSE OF
CONTRACTOR'S FAILURE TO VERIFY AS-BUILT BUILDING DIMENSIONS.
b. CONTRACTOR SHALL CHECK LOCATION OF FIXTURES, OUTLETS, EQUIPMENT,
CONDUIT, ETC., TO DETERMINE THEY CLEAR ALL OPENINGS, STRUCTURAL
MEMBERS, PIPING, DUCTS AND MISCELLANEOUS EQUIPMENT HAVING FIXED
LOCATIONS.
c. CHANGES IN LOCATION OF ELECTRICAL WORK, NECESSARY DUE TO
OBSTACLES OR INSTALLATION OF OTHER TRADES SHOWN ON CONTRACT
DOCUMENTS, SHALL BE MADE BY ELECTRICAL CONTRACTOR AT NO EXTRA
COST.
d. CONTRACTOR SHALL COORDINATE WITH PLUMBING AND MECHANICAL
CONTRACTORS TO AVOID INSTALLATION OF PIPING AND DUCTWORK ABOVE
OR BELOW PANELBOARDS IN VIOLATION OF NATIONAL ELECTRICAL CODE.
e. LAY OUT ALL WORK IN ADVANCE AND AVOID CONFLICT WITH OTHER WORK IN
PROGRESS. PHYSICAL DIMENSIONS SHALL BE DETERMINED FROM
ARCHITECTURAL AND STRUCTURAL PLANS. VERIFY LOCATIONS FOR
JUNCTION BOXES, DISCONNECT SWITCHES, STUB-UPS, ETC., FOR
CONNECTION TO EQUIPMENT FURNISHED BY OTHERS, OR IN OTHER
DIVISIONS OF THIS WORK.
f. CONTRACTOR SHALL COORDINATE AND PLAN WORK TO PROCEED WITH
WORK OF OTHER TRADES.
g. CONTRACTOR SHALL INFORM GENERAL CONTRACTOR OF ALL REQUIRED
OPENINGS IN BUILDING STRUCTURE FOR INSTALLATION OF ELECTRICAL
EQUIPMENT.
h. CONTRACTOR SHALL CHECK DIMENSIONS OF ALL ELECTRICAL EQUIPMENT
INSTALLED, PROVIDED BY HIMSELF OR BY OTHERS, SO CORRECT
CLEARANCES AND CONNECTIONS CAN BE MADE.
i. CONSULTING ALL CONTRACT DOCUMENTS AND SHOP DRAWINGS OF OTHER
TRADES, CONTRACTOR SHALL DETERMINE WHERE ELECTRICAL
JUNCTION/PULL BOXES AND EQUIPMENT CAN BE INSTALLED TO MAINTAIN
PROPER ACCESSIBILITY. WHERE ACCESSIBILITY CANNOT BE MAINTAINED BY
JUDICIOUS PLACEMENT OF BOXES, ELECTRICAL CONTRACTOR SHALL
COORDINATE WITH GENERAL CONTRACTOR TO PROVIDE, FABRICATE,
INSTALL, ADJUST, PAINT, ETC. ACCESS DOORS THROUGH NON-ACCESSIBLE
FLOOR, WALL, AND CEILING FINISHES TO ALLOW ACCESS TO ALL ELECTRICAL
JUNCTION AND PULL BOXES, ELECTRICAL DEVICES, ELECTRICAL EQUIPMENT,
ETC. AT ALL REQUIRED LOCATIONS WHETHER SHOWN OR NOT SHOWN ON
PLANS. ELECTRICAL CONTRACTOR IS RESPONSIBLE FOR DETERMINING SIZE
AND LOCATION OF THE ACCESS DOORS. REPORT ANY CONFLICTS TO
ARCHITECT/ENGINEER.
G. REVIEW -ALL WORK AND MATERIAL IS SUBJECT TO REVIEW AT ANY TIME BY THE
ARCHITECT/ENGINEER OR HIS REPRESENTATIVE. IF THE ARCHITECT/ENGINEER OR
HIS REPRESENTATIVE FINDS MATERIAL THAT DOES NOT CONFORM TO THESE
SPECIFICATIONS OR THAT IS NOT PROPERLY INSTALLED OR FINISHED, CORRECT
THE DEFICIENCIES IN A MANNER SATISFACTORY TO THE ARCHITECT/ENGINEER AT
THE CONTRACTOR’S EXPENSE.
H. TEMPORARY FACILITIES
1. ELECTRICAL UTILITIES
a. THE ELECTRICAL CONTRACTOR SHALL PROVIDE TEMPORARY ELECTRICAL
POWER TO THE CONSTRUCTION SITE AS DIRECTED BY THE GENERAL
CONTRACTOR. NO CONNECTIONS TO THE OWNER’S SYSTEM SHALL BE
ALLOWED WITHOUT OWNER’S WRITTEN APPROVAL. PROVIDE A SEPARATE
UTILITY SERVICE AS REQUIRED.
b. THE ELECTRICAL CONTRACTOR SHALL PROVIDE TEMPORARY ELECTRICAL
POWER TO JOB TRAILERS AS DIRECTED BY THE GENERAL CONTRACTOR.
c. THE ELECTRICAL CONTRACTOR SHALL PROVIDE TEMPORARY
COMMUNICATIONS TO JOB TRAILERS AS DIRECTED BY THE GENERAL
CONTRACTOR.
d. ALL COSTS ASSOCIATED WITH TEMPORARY POWER, COMMUNICATIONS AND
UTILITY COST SHALL BE PAID BY TO THE GENERAL CONTRACTOR.
e. THE ELECTRICAL CONTRACTOR SHALL PROVIDE TEMPORARY CONSTRUCTION
LIGHTING AS DIRECTED BY THE GENERAL CONTRACTOR TO PROVIDE A SAFE
WORKING ENVIRONMENT.
f. ALL TEMPORARY SERVICES ARE TO BE REMOVED IN THEIR ENTIRETY PRIOR
TO OCCUPANCY AS DIRECTED BY THE GENERAL CONTRACTOR.
2. OFFICES
a. THE ELECTRICAL CONTRACTOR MUST HAVE THE PERMISSION OF THE OWNER
AND GENERAL CONTRACTOR OR CONSTRUCTION MANAGER TO INSTALL A
TEMPORARY OFFICE/JOB TRAILER ON THE PROJECT SITE.
b. CONTRACTOR SHALL COMPLETELY REMOVE HIS TEMPORARY INSTALLATIONS
WHEN NO LONGER NEEDED AND THE PREMISES SHALL BE COMPLETELY
CLEAN, DISINFECTED, PATCHED, AND REFINISHED TO MATCH ADJACENT
AREAS.
3. LADDERS AND SCAFFOLDS -THE ELECTRICAL AND LOW-VOLTAGE
CONTRACTORS SHALL PROVIDE THEIR OWN LADDERS, SCAFFOLDS, ETC. OF
SUBSTANTIAL CONSTRUCTION FOR ACCESS TO THEIR WORK IN VARIOUS
PORTIONS OF THE BUILDING AS MAY BE REQUIRED. WHEN NO LONGER NEEDED,
THEY SHALL BE REMOVED BY THE CONTRACTOR.
4. PROTECTION DEVICES -THE ELECTRICAL AND LOW-VOLTAGE CONTRACTORS
SHALL PROVIDE AND MAINTAIN THEIR OWN NECESSARY BARRICADES, FENCES,
SIGNAL LIGHTS, ETC., REQUIRED BY ALL GOVERNING AUTHORITIES OR SHOWN
ON THE DRAWINGS. WHEN NO LONGER NEEDED, THEY SHALL BE REMOVED BY
THE CONTRACTOR.
5. TEMPORARY FIRE PROTECTION -THE ELECTRICAL AND LOW-VOLTAGE
CONTRACTORS SHALL PROVIDE ALL NECESSARY FIRST AID HAND FIRE
EXTINGUISHERS FOR CLASS A, B, C AND SPECIAL HAZARDS AS MAY EXIST IN HIS
OWN WORK AREA ONLY IN ACCORDANCE WITH GOOD AND SAFE PRACTICE AND
AS REQUIRED BY JURISDICTIONAL SAFETY AUTHORITY.
I. RECORD DOCUMENTS (AS-BUILT DRAWINGS)
1. SEE REQUIREMENTS REGARDING RECORD DOCUMENTS IN GENERAL DIVISION
AND DIVISION 1.
2. AT BEGINNING OF WORK, CONTRACTOR SHALL SET ASIDE ONE COMPLETE SET
OF DRAWINGS WHICH SHALL BE MAINTAINED AS COMPLETE "AS-BUILT" SET.
DRAWINGS SHALL BE UPDATED DAILY IN NEAT AND LEGIBLE MANNER AND SHALL
NOT BE USED FOR ANY OTHER PURPOSE. DRAWINGS, SPECIFICATION, ADDENDA,
CHANGE ORDERS, ETC. SHALL BE MAINTAINED AT JOB SITE AND AVAILABLE FOR
REVIEW AT ANY TIME.
3. SHOW DIMENSIONED LOCATION AND ROUTING OF ALL ELECTRICAL WORK THAT
WILL BECOME PERMANENTLY CONCEALED, CAST IN CONCRETE OR BURIED
UNDERGROUND.
4. SHOW COMPLETE ROUTING AND SIZING OF ANY SIGNIFICANT REVISIONS TO
SYSTEMS SHOWN.
5. SHOW PROVISIONS FOR FUTURE CONNECTION, REFERENCED TO BUILDING LINES
OR APPROVED BENCH MARKS.
6. PROVIDE WIRING DIAGRAMS FOR ALL INDIVIDUAL COMMUNICATIONS SYSTEMS AS
INSTALLED. IDENTIFY ALL COMPONENTS AND SHOW ALL WIRE AND TERMINAL
NUMBERS AND CONNECTIONS.
7. AT COMPLETION OF PROJECT, DELIVER DRAWINGS TO ENGINEER FOR REVIEW.
J. WARRANTY
1. THE CONTRACTOR SHALL GUARANTEE THAT ALL MATERIALS AND LABOR
INSTALLED ARE NEW AND OF FIRST QUALITY AND THAT ANY MATERIAL OR LABOR
FOUND DEFECTIVE SHALL BE REPLACED WITHOUT COST TO THE OWNER WITHIN
ONE (1) YEAR AFTER SUBSTANTIAL COMPLETION OF THE CONTRACT OR ONE (1)
FULL SEASON OF HEATING AND COOLING OPERATION, WHICHEVER IS THE
GREATER. THE GUARANTEE SHALL LIST THE DATE OF THE BEGINNING OF THE
ONE (1) YEAR PERIOD, WHICH SHALL BE THE DATE THAT THE SUBSTANTIAL
COMPLETION CERTIFICATE IS ISSUED.
2. ANY DAMAGE TO THE BUILDING, CAUSED BY DEFECTIVE WORK OR MATERIAL OF
THE CONTRACTOR WITHIN THE ABOVE-MENTIONED PERIOD, SHALL BE
SATISFACTORILY REPAIRED WITHOUT COST TO THE OWNER.
3. THE GUARANTEE DOES NOT INCLUDE MAINTENANCE OF EQUIPMENT. THE
OWNER SHALL ACCEPT FULL RESPONSIBILITY FOR PROPER OPERATION AND
MAINTENANCE OF EQUIPMENT IMMEDIATELY UPON SUBSTANTIAL COMPLETION
AND OCCUPANCY OF THE BUILDING.
4. FINAL ACCEPTANCE BY THE OWNER WILL NOT OCCUR UNTIL ALL OPERATING
INSTRUCTIONS ARE MOUNTED IN EQUIPMENT ROOMS AND OPERATING
PERSONNEL THOROUGHLY INDOCTRINATED IN THE OPERATION OF ALL
ELECTRICAL EQUIPMENT BY THE CONTRACTOR.
5. NO EQUIPMENT INSTALLED AS PART OF THIS PROJECT SHALL BE USED FOR
TEMPORARY HEAT DURING CONSTRUCTION.
K. MATERIALS AND EQUIPMENT
1. MANUFACTURER’S TRADE NAMES AND CATALOG NUMBERS LISTED ARE
INTENDED TO INDICATE THE QUALITY OF EQUIPMENT OR MATERIALS DESIRED.
MANUFACTURERS NOT LISTED IN THE SPECIFICATION WILL BE CONSIDERED
SUBSTITUTIONS AND MUST HAVE PRIOR APPROVAL.
2. SEE DIVISION 01 FOR SUBSTITUTIONS PROCEDURES. REQUESTS FOR
SUBSTITUTION ARE TO BE SUBMITTED SUFFICIENTLY AHEAD OF THE DEADLINE,
TO GIVE AMPLE TIME FOR EXAMINATION. PRIOR APPROVAL REQUEST FOR
SUBSTITUTION MUST INDICATE THE SPECIFIC ITEM OR ITEMS TO BE FURNISHED
IN LIEU OF THOSE SCHEDULED, TOGETHER WITH COMPLETE TECHNICAL AND
COMPARATIVE DATA ON SCHEDULED ITEMS AND ITEMS PROPOSED FOR
SUBSTITUTION.
3. IF THE ENGINEER APPROVES ANY PROPOSED SUBSTITUTION, THE APPROVED
PRODUCT WILL BE LISTED IN AN ADDENDUM. BIDDERS SHALL NOT RELY ON
APPROVAL MADE IN ANY OTHER MANNER.
4. ELECTRICAL EQUIPMENT MAY BE INSTALLED WITH MANUFACTURER’S STANDARD
FINISH AND COLOR EXCEPT WHERE SPECIFIC COLOR, FINISH OR CHOICE IS
INDICATED. IF THE MANUFACTURER HAS NO STANDARD FINISH, EQUIPMENT
SHALL HAVE A PRIME COAT AND TWO FINISH COATS OF GRAY ENAMEL.
5. HIGH ALTITUDE OPERATION: CAPACITY OF ALL EQUIPMENT IS TO BE SIZED AND
MANUFACTURED TO PERFORM AT THE ELEVATION OF THE PROJECT SITE. IF NOT
SPECIFICALLY INDICATED IN THE EQUIPMENT SCHEDULE OR IN THE
SPECIFICATIONS PROVIDE ALL REQUIRED ACCESSORIES AND EQUIPMENT FOR
PROPER OPERATION AT ELEVATION OF THE PROJECT SITE.
6. THIS CONTRACTOR SHALL BE RESPONSIBLE FOR MATERIALS AND EQUIPMENT
INSTALLED UNDER THIS CONTRACT. CONTRACTOR SHALL ALSO BE
RESPONSIBLE FOR THE PROTECTION OF MATERIALS AND EQUIPMENT OF
OTHERS FROM DAMAGE AS A RESULT OF HIS WORK.
7. MANUFACTURED MATERIAL AND EQUIPMENT SHALL BE APPLIED, INSTALLED,
CONNECTED, ERECTED, USED, CLEANED AND CONDITIONED AS DIRECTED BY
MANUFACTURER UNLESS HEREIN SPECIFIED TO THE CONTRARY.
8. THIS CONTRACTOR SHALL MAKE THE REQUIRED ARRANGEMENT WITH GENERAL
CONTRACTOR OR CONSTRUCTION MANAGER FOR THE INTRODUCTION INTO THE
BUILDING OF EQUIPMENT TOO LARGE TO PASS THROUGH FINISHED OPENINGS.
9. STORE MATERIALS AND EQUIPMENT INDOORS AT THE JOB SITE OR, IF THIS IS
NOT POSSIBLE, STORE ON RAISED PLATFORMS AND PROTECT FROM THE
WEATHER BY MEANS OF WATERPROOF COVERS. COVERINGS SHALL PERMIT
CIRCULATION OF AIR AROUND THE MATERIALS TO PREVENT CONDENSATION OF
MOISTURE. SCREEN OR CAP OPENINGS IN EQUIPMENT TO PREVENT THE ENTRY
OF VERMIN.
L. SUBSTITUTION OF MATERIALS -WHERE SUBSTITUTED EQUIPMENT REQUIRES
STRUCTURAL, ARCHITECTURAL, MECHANICAL, PLUMBING OR ELECTRICAL WORK
THAT DIFFERS FROM BASIC DESIGN, COST OF ALL CHANGES, INCLUDING RE-DESIGN,
SHALL BE RESPONSIBILITY OF CONTRACTOR USING SUBSTITUTION.
1. APPROVED MANUFACTURERS
a. IN GENERAL, ONE PARTICULAR MANUFACTURER AND PART NUMBER OR
SERIES IS LISTED TO DESCRIBE EQUIPMENT. EQUIVALENT EQUIPMENT OF
OTHER MANUFACTURERS LISTED FOR THAT ITEM MAY BE SUBSTITUTED
WITHOUT PRIOR APPROVAL. IT SHALL BE CONTRACTOR'S RESPONSIBILITY TO
ENSURE THAT ITEM USED FOR BIDDING PURPOSES IS TRULY EQUIVALENT TO
THAT SPECIFIED. IF IT IS NOT EQUIVALENT, IT WILL BE REJECTED AT SHOP
DRAWING REVIEW AND CONTRACTOR SHALL SUPPLY SPECIFIED ITEM AT HIS
OWN COST.
b. IT IS UNDERSTOOD THAT MANUFACTURERS LISTED MAY NOT ACTUALLY HAVE
EQUIVALENT PRODUCT TO THAT SPECIFIED. IF CONTRACTOR/DISTRIBUTOR
HAS ANY QUESTIONS REGARDING DESIRED PRODUCT CHARACTERISTICS AND
SUITABILITY OF PROPOSED SUBSTITUTION, HE IS ENCOURAGED TO SUBMIT
FOR PRIOR APPROVAL. ALSO, ANY MANUFACTURER NOT LISTED SHALL BE
SUBMITTED FOR PRIOR APPROVAL.
2. PRIOR APPROVALS
a. MANUFACTURERS NOT LISTED IN SPECIFICATION OR ON SCHEDULE FOR A
PARTICULAR ITEM ARE OPEN FOR SUBSTITUTION PRIOR TO BID OPENING
ONLY.
b. MANUFACTURERS DESIRING APPROVAL SHALL SUBMIT CATALOG CUTS THAT
DEFINE QUALITY OF PRODUCT AND ABILITY TO PERFORM AS SPECIFIED. IT IS
UNDERSTOOD THAT NO TWO MANUFACTURES USE IDENTICAL METHODS OR
MAKE IDENTICAL PRODUCTS. ANY AND ALL DEVIATIONS FROM THAT
SPECIFIED SHALL BE CLEARLY NOTED.
c. SUBMITTALS SHALL ARRIVE AT ENGINEER AT LEAST TEN (10) DAYS PRIOR TO
BID OPENING. ALL APPROVALS WILL BE LISTED IN LAST ADDENDUM AS BEING
APPROVED TO BID. ITEMS SUBSTITUTED, BUT NOT LISTED IN CONTRACT
DOCUMENTS, WILL NOT BE CONSIDERED IF SUBMITTED ON SHOP DRAWINGS.
d. APPROVAL OF SUBSTITUTE EQUIPMENT IS ON BASIS OF QUALITY ONLY.
MATERIALS SUPPLIER SHALL BE RESPONSIBLE FOR HIS QUOTATION
REFLECTING PROPER SELECTION OF HIS PARTICULAR EQUIPMENT WITH
REGARD TO PROPER CAPACITIES, PHYSICAL DIMENSIONS, REQUIREMENTS,
INTENDED FUNCTION, FINISH, COLOR, ETC. ENGINEER WILL NOT GIVE
APPROVAL TO SPECIFIC MODEL NUMBERS OR CHECK CAPACITIES,
DIMENSIONS, OR REQUIREMENTS. EVALUATION WILL BE ON BASIS OF
QUALITY AND EQUALITY TO SPECIFIED ITEMS.
e. PRIOR APPROVAL SHALL BE OBTAINED FROM ENGINEER AND NO OTHER
ENTITY (ARCHITECT, OWNER, ETC.) IS AUTHORIZED TO GIVE SUCH APPROVAL.
3. SAMPLES
a. WHERE, IN ENGINEER/ARCHITECT'S OPINION, PRODUCT SAMPLE IS REQUIRED
IN ORDER TO DETERMINE APPEARANCE, QUALITY, WORKMANSHIP OR
OPERATION, CONTRACTOR SHALL SUBMIT ACTUAL PRODUCTION SAMPLES OF
ITEM IN QUESTION.
b. SAMPLES WILL BE RETURNED TO CONTRACTOR. APPROVED SAMPLES MAY
BE USED.
c. ALL COSTS INCURRED IN PROVIDING AND RETURNING SAMPLES WILL BE
CONTRACTOR'S RESPONSIBILITY.
M. PRODUCT AND SYSTEM SUBMITTALS
1. SUBMITTALS WILL BE REQUIRED FOR EACH PIECE OF EQUIPMENT, MATERIAL OR
PRODUCT. ALL SUBMITTAL SHALL BE SUBMITTED, REVIEWED AND ALL
DISCREPANCIES ADDRESSED PRIOR TO ORDERING EQUIPMENT OR STARTING
WORK. ANY EQUIPMENT ORDERED WITHOUT HAVING FIRST COMPLETED THE
SUBMITTAL PROCESS IS DONE AT THE RISK OF THE CONTRACTOR. ANY WORK
PERFORMED PRIOR TO COMPLETING THE SUBMITTAL PROCESS IS DONE AT THE
RISK OF THE CONTRACTOR.
2. SUBMITTAL DEFINITIONS
a. PRODUCT DATA: PROVIDE MANUFACTURERS CUT SHEETS THAT INCLUDE
GENERAL PRODUCT INFORMATION INCLUDING BUT NOT LIMITED TO: MODEL
NUMBER, PHYSICAL DATA, NOMINAL CAPACITIES, ROUGH-IN REQUIREMENTS.
b. PERFORMANCE DATA: PROVIDE DETAILED PERFORMANCE AND CAPACITIES
BASED ON PROJECT SPECIFIC REQUIREMENTS INCLUDING BUT NOT LIMITED
TO: VOLTAGE, PHASE, AMPERAGE, OVERCURRENT PROTECTION, CONDUCTOR
SIZE, CONDUCTOR MATERIAL, CONDUIT SIZE, COLOR TEMPERATURE, COLOR
RENDERING INDEX, LIFE EXPECTANCE, EFFICACY, EFFICIENCY, IP RATINGS,
LIGHT DISTRIBUTION TYPES AND LIGHTING CONTROL.
c. SHOP DRAWINGS: PROVIDE DETAILED DRAWINGS OF THE EQUIPMENT
SHOWING OVERALL DIMENSIONS, LOCATION OF ELECTRICAL CONNECTION,
LOCATION OF ANCHORAGE POINTS, LOCATION OF ELECTRICAL AND CONTROL
PANELS, AND ALL OPERATING, SERVICE AND MAINTENANCE CLEARANCES.
d. DELEGATED DESIGN: PROVIDE DETAILED DRAWINGS PREPARED AND
STAMPED BY A REGISTERED PROFESSIONAL ENGINEER THAT DETAIL
PERTINENT DESIGN CRITERIAL, THE MATERIALS AND PRODUCTS TO BE
INSTALLED AND THE REQUIRED INSTALLATION LOCATIONS.
e. WIRING DIAGRAM: PROVIDE DIAGRAMS THAT IDENTIFY AND DETAIL REQUIRED
FIELD WIRING.
f. COLOR CHART: PROVIDE A PHYSICAL COLOR CHART OF MATERIAL SAMPLES
REQUIRED FOR SELECTION OF EQUIPMENT COLORS.
g. SUSTAINABILITY COMPLIANCE: PROVIDE LITERATURE THAT INDICATED A
PRODUCTS COMPLIANCE WITH LEED OR GREEN GLOBES. SEE DIVISION 01
FOR ADDITIONAL INFORMATION AND REQUIREMENTS.
3. SUBMITTAL FORMATS
a. INCLUDE THE FOLLOWING INFORMATION WITH EACH SUBMITTAL:
• PROJECT NAME
• SUBMITTAL DATE
• NAME OF ARCHITECT
• NAME OF ENGINEER
• NAME OF GENERAL CONTRACTOR OR CONSTRUCTION MANAGER
• NAME OF SUB-CONTRACTOR
• NAME OF FIRM OR ENTITY THAT PREPARED THE SUBMITTAL
• UNIQUE SUBMITTAL NUMBER
• TYPE OF SUBMITTAL
• SPECIFICATION SECTION
• NAME OR MARK OF EQUIPMENT OR MATERIAL AND DETAIL OR DRAWINGS
REFERENCE.
b. ALL SUBMITTAL WITH THE EXCEPTION OF COLOR CHARTS OR MATERIAL
SAMPLES SHALL BE ELECTRONICALLY TRANSMITTED PDF'S. ALL SUBMITTALS
OVER 8 MB SHALL BE SETUP ON A SHARE FILE SITE AND ACCESS GRANTED
THROUGH EMAIL WITH FOLDER’S LINK FOR DOWNLOAD.
4. SUBMITTAL REQUIREMENTS
a. SUBMITTALS SHALL BE SUBMITTED AS A COMPLETE SPECIFICATION SECTION.
THE SUBMITTAL MUST INCLUDE ALL MATERIALS AND EQUIPMENT FOR THAT
SPECIFICATION SECTION. SUBMITTALS FOR INDIVIDUAL MATERIALS OF
EQUIPMENT WILL BE REJECTED WITHOUT REVIEW.
b. SUBMITTALS SHALL BE COMPLETE, CLEARLY SHOW ITEM USED, SIZE,
DIMENSIONS, CAPACITY, ROUGH IN, ETC., AS REQUIRED FOR COMPLETE
CHECK AND INSTALLATION. MANUFACTURER’S LITERATURE SHOWING MORE
THAN ONE ITEM SHALL BE CLEARLY MARKED AS TO WHICH ITEM IS BEING
FURNISHED OR IT WILL BE REJECTED AND RETURNED WITHOUT REVIEW.
c. EACH SUBMITTAL SHALL BE THOROUGHLY CHECKED BY THE CONTRACTOR
FOR COMPLIANCE WITH THE CONTRACT DOCUMENT REQUIREMENTS,
ACCURACY OF DIMENSIONS, RELATIONSHIP TO THE WORK OF OTHER
TRADES, AND CONFORMANCE WITH SOUND, SAFE PRACTICES AS TO
ERECTION AND INSTALLATION. EACH SUBMITTAL SHALL THEN BEAR A STAMP
EVIDENCING SUCH CHECKING AND SHALL SHOW CORRECTIONS MADE, IF ANY.
SUBMITTALS REQUIRING EXTENSIVE CORRECTIONS SHALL BE REVISED
BEFORE SUBMISSION. EACH SUBMITTAL NOT STAMPED AND SIGNED BY THE
GENERAL AND ELECTRICAL CONTRACTORS EVIDENCING SUCH CHECKING
WILL BE REJECTED AND RETURNED WITHOUT REVIEW.
d. ON EACH SUBMITTAL, CLEARLY INDICATE DEVIATIONS FROM REQUIREMENTS
IN THE CONTRACT DOCUMENTS, INCLUDING MINOR VARIATIONS AND
LIMITATIONS; INCLUDE RELEVANT ADDITIONAL INFORMATION AND REVISIONS,
OTHER THAN THOSE REQUESTED ON PREVIOUS SUBMITTALS. INDICATE BY
HIGHLIGHTING ON EACH SUBMITTAL OR NOTING ON ATTACHED SEPARATE
SHEET.
e. REVIEW OF THE SHOP DRAWINGS AND LITERATURE BY THE ENGINEER SHALL
NOT RELIEVE THE CONTRACTOR FOR RESPONSIBILITY FOR DEVIATIONS FOR
THE DRAWINGS OR SPECIFICATIONS, NOR SHALL IT RELIEVE THE
CONTRACTOR FROM RESPONSIBILITY FOR ERRORS IN THE SHOP DRAWINGS
OR LITERATURE. IT IS THE RESPONSIBILITY OF THE CONTRACTOR TO PROVIDE
MATERIALS AND EQUIPMENT WHICH MEET THE SPECIFICATIONS AND JOB
REQUIREMENTS.
f. LUMINAIRES SUBMITTALS SHALL INCLUDE DIMENSIONS, QUALITY,
DISTRIBUTION, COLOR RENDERING INDEX, COLOR TEMPERATURE, OPTICS,
PHOTOMETRICS, ALL LISTINGS (UL, DLC, ENERGY STAR, MADE IN AMERICA,
ETC.), IP RATINGS, VOLTAGE, WATTAGE, WARRANTY, INSTALLATION METHODS,
CONTROL METHODS, EFFICACY, EFFICIENCY, DIFFUSER OPTIONS,
EMERGENCY OPERATION AND ANY REQUIRED ACCESSORIES. PROVIDE IES
AND REVIT FILES UPON REQUEST.
5. ENGINEER'S REVIEW -SUBMITTAL REVIEW IS FOR GENERAL DESIGN AND
ARRANGEMENT ONLY AND DOES NOT RELIEVE CONTRACTOR FROM ANY
REQUIREMENTS OF CONTRACT DOCUMENTS. SUBMITTALS WILL NOT BE
CHECKED FOR QUANTITY, DIMENSION, FIT OR PROPER TECHNICAL DESIGN OF
MANUFACTURED EQUIPMENT. WHERE PRODUCT OR SYSTEM PERFORMANCE
DEVIATIONS HAVE NOT BEEN SPECIFICALLY NOTED IN SUBMITTAL BY
CONTRACTOR, ENGINEER'S REVIEW WILL NOT RELIEVE CONTRACTOR'S
RESPONSIBILITY TO PROVIDE COMPLETE AND SATISFACTORY WORKING
INSTALLATION OF EQUAL QUALITY AND PERFORMANCE TO SPECIFIED SYSTEM.
ORDERING, MANUFACTURE, SHIPMENT OR INSTALLATION OF EQUIPMENT PRIOR
TO RECEIPT OF ENGINEER'S WRITTEN REVIEW IS STRICTLY AT CONTRACTOR'S
RISK AND ALL COSTS ASSOCIATED WITH SHIPPING, CHANGES, REPLACEMENT OR
RESTOCKING SHALL BE CONTRACTOR'S RESPONSIBILITY.
N. SUB-CONTRACTORS -WITH SHOP DRAWING SUBMITTALS, CONTRACTOR SHALL
SUBMIT LIST OF ALL SUB-CONTRACTORS TO BE USED FOR THE PROJECT.
O. OPERATION AND MAINTENANCE MANUALS
1. OPERATION AND MAINTENANCE MANUALS (O&M MANUALS) SHALL CONTAIN:
a. NAMES AND CONTACT INFORMATION FOR THE PROJECT ARCHITECT,
PROJECT ENGINEER.
b. NAMES AND CONTACT INFORMATION FOR THE GENERAL CONTRACTOR OR
CONSTRUCTION MANAGER.
c. NAMES AND CONTACT INFORMATION FOR SUB-CONTRACTORS.
d. INSTALLATION, MAINTENANCE AND OPERATING INSTRUCTIONS FOR EACH
PIECE OF EQUIPMENT.
e. PARTS LISTS
f. WIRING DIAGRAMS
g. EQUIPMENT START-UP AND INSPECTION CERTIFICATES
h. TEST AND BALANCE REPORTS
i. COMMISSIONING REPORTS
j. COPIES OF EQUIPMENT WARRANTIES
k. COPIES OF SUBMITTALS
l. RECORD DRAWINGS.
m. TRAINING DVD'S
2. PRIOR TO SUBSTANTIAL COMPLETION SUBMIT AN ELECTRONIC COPY OF THE
O&M MANUAL IN PDF FORMAT TO THE ARCHITECT, ENGINEER AND OWNER FOR
REVIEW AND APPROVAL. THE PDF SHALL BE ONE FILE WITH AN INDEX AND
HYPERLINKS TO EACH SECTION. INDIVIDUAL BOUND PDFS WITHOUT AUTOMATED
NAVIGATION WILL BE REJECTED. ALL O&M DATA SHALL BE GROUPED BY THE
EQUIPMENT TYPE AND ORDERED BY THE SPECIFICATION NUMBERING.
P. PRIOR TO FINAL PAYMENT A FINAL ELECTRONIC COPY OF THE O&M MANUAL ON AN
ARCHIVAL QUALITY DVD AS WELL AS TWO PRINTED COPIES SHALL BE FURNISHED TO
THE OWNER. PRINTED COPIES SHALL HAVE COMMERCIAL QUALITY 8-1/2”X 11”3-RING
BINDERS WITH TABBED DIVIDERS FOR EACH SECTION.SITE EXAMINATION
1. PRIOR TO SUBMITTING BID, CONTRACTOR SHALL VISIT SITE OF PROPOSED WORK
AND FAMILIARIZE HIMSELF WITH CONDITIONS AFFECTING WORK. ALLOWANCE
SHALL BE MADE IN BID FOR THESE CONDITIONS AND NO ADDITIONAL ALLOWANCE
SHALL BE GRANTED BECAUSE OF LACK OF KNOWLEDGE OF SUCH CONDITIONS.
2. CONTRACTOR SHALL VERIFY ALL MEASUREMENTS AT BUILDING SITE.
Q. CUTTING AND PATCHING
1. OBTAIN WRITTEN PERMISSION OF ARCHITECT/ENGINEER BEFORE CUTTING OR
PIERCING STRUCTURAL MEMBERS.
2. SLEEVES THROUGH FLOORS AND WALLS SHALL BE BLACK IRON PIPE, FLUSH
WITH WALLS, CEILINGS OR FINISHED FLOORS, SIZED TO ACCOMMODATE
RACEWAY. GROUT ALL PENETRATIONS THROUGH CONCRETE WALLS OR
FLOORS. HOLES THROUGH EXISTING CONCRETE AND CONCRETE BLOCK (CMU)
SHALL BE CORE DRILLED.
R. CLEAN-UP AND COMMISSIONING
1. DURING CONSTRUCTION -THROUGHOUT CONSTRUCTION, KEEP WORK AREA
REASONABLY NEAT AND ORDERLY BY PERIODIC CLEAN-UPS.
2. COMMISSIONING -AS INDEPENDENT PARTS OF CONSTRUCTION ARE COMPLETED,
THEY MAY BE COMMISSIONED AND UTILIZED DURING CONSTRUCTION. SEE
VARIOUS SECTIONS FOR RESTRICTIONS.
3. AT COMPLETION OF WORK
a. CLEAN EQUIPMENT OF DIRT AND DEBRIS, INCLUDING INTERIOR OF PANELS,
OUTLET BOXES, ETC. REMOVE LABELS FROM AND CLEAN ALL FIXTURE
LENSES.
b. REMOVE MATERIALS, SCRAPS, ETC., RELATIVE TO THIS WORK AND LEAVE
PREMISES IN CLEAN AND ORDERLY CONDITION. THIS INCLUDES ALL TUNNELS,
ATTICS, CEILING AND CRAWL SPACES.
c. REMOVE ALL TEMPORARY FACILITIES AND RESTORE TO CONDITIONS
PRESENT PRIOR TO WORK.
S. PROJECT COMPLETION AND DEMONSTRATION
1. TESTING
a. PRIOR TO FINAL TEST, ALL SWITCHES, PANELBOARDS, DEVICES, AND
FIXTURES SHALL BE IN PLACE.
b. AT COMPLETION OF WORK, OR UPON REQUEST FROM ARCHITECT/ENGINEER,
PLACE ENTIRE ELECTRICAL INSTALLATION, AND/OR ANY PORTION THEREOF,
IN OPERATION TO DEMONSTRATE SATISFACTORY OPERATION.
c. ALL ELECTRICAL SYSTEMS SHALL BE FREE FROM SHORT CIRCUITS AND
UNINTENTIONAL GROUNDS.
d. FURNISH ONE (1) COPY OF CERTIFIED TEST RESULTS TO
ARCHITECT/ENGINEER PRIOR TO FINAL INSPECTION AND INCLUDE ONE (1)
COPY IN EACH BROCHURE OF EQUIPMENT.
2. ADJUSTMENTS
a. MAKE ALL CHANGES NECESSARY TO BALANCE CONNECTED ELECTRICAL
LOADS ON COMPLETE SYSTEM. ARRANGE FOR BALANCED CONDITIONS OF
CIRCUITS UNDER CONNECTED LOAD DEMANDS, AS CONTEMPLATED BY
NORMAL WORKING CONDITIONS. FINAL LOAD AND BALANCE TEST SHALL BE
DEMONSTRATED IN PRESENCE OF ARCHITECT/ENGINEER.
b. IMMEDIATELY CORRECT ALL DEFICIENCIES WHICH ARE EVIDENCED DURING
TESTS AND REPEAT TESTS UNTIL SYSTEM IS APPROVED. DO NOT COVER OR
CONCEAL ELECTRICAL INSTALLATIONS UNTIL SATISFACTORY TESTS ARE
MADE AND APPROVED.
3. FINAL WALK-THRU
a. CONDUCT OPERATING TESTS DURING FINAL INSPECTION. DEMONSTRATE
INSTALLATION TO OPERATE SATISFACTORILY IN ACCORDANCE WITH
REQUIREMENTS OF CONTRACT DOCUMENTS. SHOULD ANY PORTION OF
INSTALLATION FAIL TO MEET REQUIREMENTS OF CONTRACT DOCUMENTS,
REPAIR OR REPLACE ITEMS FAILING TO MEET REQUIREMENTS UNTIL ITEMS
CAN BE DEMONSTRATED TO COMPLY.
b. HAVE INSTRUMENTS AVAILABLE FOR MEASURING LIGHT INTENSITIES,
VOLTAGE AND CURRENT VALUES AND FOR DEMONSTRATION OF CONTINUITY,
GROUNDS, OR OPEN CIRCUIT CONDITIONS.
c. FURNISH PERSONNEL TO ASSIST IN TAKING MEASUREMENTS AND MAKING
TESTS. IN EVENT THAT SYSTEMS ARE NOT COMPLETE AND FULLY
OPERATIONAL AT TIME OF FINAL INSPECTION, ALL COSTS OF ANY
SUBSEQUENT INSPECTIONS SHALL BE BORNE BY CONTRACTOR AT NO
ADDITIONAL COST TO OWNER.
T. OWNER ORIENTATION AND TRAINING
1. GENERAL
a. THE SYSTEM TRAINING IS INTENDED TO FAMILIARIZE THE OWNER’S
OPERATING AND MAINTENANCE STAFF WITH ALL SYSTEMS REQUIRING
MAINTENANCE. TRAINING IS TO BE PROVIDED AFTER THE SYSTEMS ARE IN
PLACE AND OPERATIONAL, AFTER ISSUES NOTED DURING COMMISSIONING
HAVE BEEN RESOLVED, AND BEFORE FINAL ACCEPTANCE.
b. PROVIDE SECOND SET OF TRAINING SESSIONS FOR AUTOMATIC CONTROL
SYSTEMS ABOUT 6-9 MONTHS AFTER THE FIRST SESSIONS.
c. SEE INDIVIDUAL SPECIFICATION SECTIONS FOR ADDITIONAL TRAINING
REQUIREMENTS.
2. ATTENDANCE -TRAINING IS TO BE PROVIDED BY CONTRACTOR’S
REPRESENTATIVES THAT ARE FAMILIAR WITH THE SYSTEM’S OPERATION AND
MAINTENANCE REQUIREMENTS. INDIVIDUAL TRAINING SESSIONS (MODULES) ARE
TO PROVIDED FOR EACH TYPE OR GROUP OF SYSTEMS, SEPARATED ROUGHLY
BY TRADE GROUP THAT WILL BE PERFORMING MAINTENANCE ON THE SYSTEM.
3. SCHEDULE -DUPLICATE TRAINING SESSIONS ARE TO BE PROVIDED FOR EACH
TRAINING MODULE, SO THAT OWNER’S OPERATING PERSONNEL CAN BE SPLIT
INTO TWO GROUPS DURING TRAINING. DUPLICATE TRAINING SESSIONS TO BE
SCHEDULED ON DIFFERENT DAYS. LENGTH OF TRAINING SESSIONS WILL BE
DETERMINED BY SCOPE OF TRAINING INDICATED BELOW, AND AS COORDINATED
WITH OWNER AFTER DRAFT COPY OF TRAINING DOCUMENTS HAVE BEEN
REVIEWED.
4. TRAINING DOCUMENTATION
a. CONTRACTOR TO SUBMIT DRAFT COPY OF AGENDA AND TRAINING
DOCUMENTS TO OWNER FOR REVIEW AT LEAST TWO WEEKS PRIOR TO
TRAINING DATE.
b. PROVIDE A COPY OF THE FOLLOWING ITEMS FOR EACH PERSON THAT WILL
BE ATTENDING THE TRAINING SESSIONS. COORDINATE REQUIRED NUMBER
WITH THE OWNER.
• TRAINING AGENDA.
• SUMMARY OF NEW SYSTEMS AND EXISTING SYSTEMS AFFECTED BY THIS
PROJECT.
• SUMMARY OF WORK PERFORMED UNDER THIS PROJECT.
• CONTROL SYSTEM DRAWINGS AND SEQUENCES OF OPERATION.
• LIST OF IMPORTANT MAINTENANCE AND TROUBLE-SHOOTING OPERATIONS
FOR ALL SYSTEMS.
c. PROVIDE MINIMUM OF 2 COPIES OF CONTRACT DOCUMENTS INCLUDING ALL
DRAWINGS, SPECIFICATIONS, ADDENDUMS, AND CHANGE ORDERS.
5. TRAINING SESSIONS
a. ASSEMBLE AT LOCATION TO BE DETERMINED BY THE OWNER.
b. DISTRIBUTE TRAINING DOCUMENTATION AS INDICATED ABOVE.
c. PROVIDE CLASSROOM STYLE TRAINING IF REQUIRED FOR ORIENTATION,
DISCUSSION OF NEW SYSTEMS AND EXISTING SYSTEMS AFFECTED BY THIS
PROJECT, AND OTHER ISSUES APPROPRIATE FOR A CLASSROOM FORMAT.
d. VISIT SITE AND REVIEW LOCATIONS, AND PERFORM DETAILED REVIEW OF
OPERATION AND MAINTENANCE REQUIREMENTS FOR CURRENT SYSTEMS.
No. 60006 PE
RYAN P.
MARONEY
M O NTANA
LICENS E DPRO
F
ESSIONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
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Inc .
Hennebery E dd y
Architec t s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:42:13 AMPermit / Bidding DrawingsAugust 26, 2022
E002
ELECTRICAL
SPECIFICATIONS
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
Author
Checker
Permit / Bidding Drawings
57
260505 -SELECTIVE DEMOLITION OF ELECTRICAL SYSTEMS
A. NOT ALL REMOVAL AND REVISION WORK REQUIRED AS PART OF THE DEMOLITION
WORK IS SHOWN ON THE PLANS. THE PLANS ARE INTENDED TO INDICATE AREAS
WHERE DEMOLITION WILL OCCUR AND TO ESTABLISH THE INTENT OF THE
DEMOLITION WORK. IT IS THE CONTRACTOR'S RESPONSIBILITY TO REMOVE ALL
EXISTING ELECTRICAL RACEWAYS, WIRES, DEVICES AND EQUIPMENT THAT FALL
WITHIN THE AREA AFFECTED BY DEMOLITION OF THE STRUCTURE.
B. THE CONTRACTOR SHALL THOROUGHLY FAMILIARIZE HIMSELF WITH WORK AND
LOCAL CONDITIONS UNDER WHICH THE WORK IS TO BE PERFORMED. USING
ORIGINAL DESIGN DRAWINGS AND WALK-THROUGH INSPECTIONS, A CONCERTED
EFFORT WAS MADE TO PLACE PERTINENT INFORMATION ON THE CONTRACT
DRAWINGS. HOWEVER, DUE TO THE NATURE OF DEMO/REMODEL WORK, THE
CONTRACTOR MUST BEAR IN MIND THAT UNFORESEEN CONDITIONS MAY EXIST, AND
SHALL THOROUGHLY INSPECT THE WORK AREA PRIOR TO HIS BID. THE
CONTRACTOR SHALL INCLUDE IN HIS BID ANY/ALL INCIDENTAL ITEMS WHICH MAY BE
REQUIRED TO PROVIDE COMPLETE DEMOLITION AND REWORK ASSOCIATED
SYSTEMS IN ADJACENT AREAS WHERE NO DEMOLITION IS OCCURRING.
C. PROVIDE TEMPORARY WIRING AND CONNECTIONS TO MAINTAIN EXISTING SYSTEMS
IN SERVICE DURING CONSTRUCTION. WHEN WORK MUST BE PERFORMED ON
ENERGIZED EQUIPMENT OR CIRCUITS, USE PERSONNEL EXPERIENCED IN SUCH
OPERATIONS AND FOLLOW THE SAFE WORKING PRACTICE REQUIREMENTS OF NFPA
70E.
D. INVENTORY AND RECORD, BY USE OF PRECONSTRUCTION PHOTOGRAPHS OR
VIDEO, THE CONDITION OF ITEMS TO BE REMOVED AND SALVAGED. PROVIDE
PHOTOGRAPHS OR VIDEO OF CONDITIONS THAT MIGHT BE MISCONSTRUED AS
DAMAGE CAUSED BY SALVAGE OPERATIONS.
E. MAKE PROVISIONS TO MAINTAIN EXISTING ELECTRICAL. OBTAIN PERMISSION FROM
THE OWNER AND THE ARCHITECT/ENGINEER AT LEAST [48] HOURS PRIOR TO
PARTIALLY OR COMPLETELY DISABLING THE SYSTEM. MINIMIZE THE DURATION OF
ANY OUTAGES. IF REQUIRED, MAKE TEMPORARY CONNECTIONS TO MAINTAIN
SERVICE IN AREAS ADJACENT TO THE DEMOLITION WORK AREA.
F. REMOVE ALL ELECTRICAL DEVICES FROM WALLS, FLOORS AND CEILINGS THAT ARE
TO BE DEMOLISHED OR MOVED. REMOVE ABANDONED OUTLETS IF CONDUIT AND
WIRING SERVICING THEM IS ABANDONED AND REMOVED. PROVIDE BLANK COVER
FOR ANY ABANDONED BOXES WHICH ARE NOTED ON THE PLANS AS NOT REMOVED.
REMOVE CONDUIT TO POINT WHERE IT NO LONGER INTERFERES WITH
CONSTRUCTION AND IS CONCEALED. FOR CONDUIT BURIED IN CONCRETE OR CMU
WALLS, CUT CONDUIT OFF FLUSH WITH FLOOR AND PLUG CONDUIT. REMOVE ALL
CONDUCTORS BACK TO SOURCE (PANELBOARD OR LAST LIVE DEVICE).
G. MAINTAIN ACCESS TO EXISTING ELECTRICAL INSTALLATIONS THAT REMAIN ACTIVE.
MODIFY INSTALLATION OR PROVIDE ACCESS PANEL AS REQUIRED.
H. PROVIDE REVISED TYPED CIRCUIT DIRECTORY IN PANELBOARDS THAT HAVE
CIRCUITS REMOVED.
I. REPAIR ADJACENT CONSTRUCTION AND FINISHES DAMAGED DURING DEMOLITION
AND EXTENSION WORK.
J. EQUIPMENT TO BE RELOCATED SHALL BE SERVICED, MODIFIED AND REPAIRED AS
NECESSARY TO PLACE IT IN GOOD WORKING ORDER AND TO THE SATISFACTION OF
ARCHITECT/ENGINEER. PROTECT ITEMS FROM DAMAGE DURING TRANSPORT AND
STORAGE. ANY LOST, STOLEN OR DAMAGED ITEMS ARE THE RESPONSIBILITY OF THE
CONTRACTOR AND SHALL BE REPLACED WITH NEW ITEMS THAT MATCH THE
ORIGINAL. REINSTALL ITEMS IN LOCATIONS INDICATED. COMPLY WITH INSTALLATION
REQUIREMENTS FOR NEW MATERIALS AND EQUIPMENT. PROVIDE CONNECTIONS,
SUPPORTS, AND MISCELLANEOUS MATERIALS NECESSARY TO MAKE THE ITEM
FUNCTIONAL FOR USE AT THE NEW LOCATION. EQUIPMENT SHALL BE TESTED IN THE
NEW LOCATION AND PROPER FUNCTION DEMONSTRATED.
K. EXCEPT FOR ITEMS OR MATERIALS INDICATED TO BE RECYCLED, REUSED,
SALVAGED, REINSTALLED, OR OTHERWISE INDICATED TO REMAIN OWNER'S
PROPERTY, REMOVE DEMOLISHED MATERIALS FROM PROJECT SITE AND LEGALLY
DISPOSE OF THEM IN AN EPA-APPROVED LANDFILL. DO NOT ALLOW DEMOLISHED
MATERIALS TO ACCUMULATE ON-SITE. REMOVE AND TRANSPORT DEBRIS IN A
MANNER THAT WILL PREVENT SPILLAGE ON ADJACENT SURFACES AND AREAS.
L. HANDLING OF BALLASTS WITH PCBS -GENERALLY, ALL HIGH POWER FACTOR
FLUORESCENT LIGHTING BALLASTS, AND SOME HID BALLASTS, THAT WERE
MANUFACTURED BEFORE 1978 CONTAIN POLYCHLORINATED BIPHENYL (PCB)
COMPOUNDS IN THEIR CAPACITORS. FOR BALLASTS OF THIS VINTAGE, IF THE PCB
CONTENT IS NOT STATED ON THE BALLAST LABEL, THE BALLAST SHALL BE HANDLED
AS A PCB BALLAST. SUCH BALLASTS SHALL BE HANDLED PER EPA AND DNR PCB
REGULATIONS.
260519 -CONDUCTORS
A. FEEDERS: COPPER, TYPE THHN/THWN-2, SINGLE CONDUCTORS IN RACEWAY.
B. BRANCH CIRCUITS: COPPER, TYPE THHN/THWN-2, SOLID FOR NO.10 AWG AND
SMALLER; STRANDED FOR NO.8 AWG AND LARGER. SINGLE CONDUCTORS IN
RACEWAY.
C. CORD DROPS AND PORTABLE APPLIANCE CONNECTIONS: TYPE SO, CORD WITH
STAINLESS-STEEL, WIRE-MESH, STRAIN RELIEF DEVICE AT TERMINATIONS.
D. PROVIDE A DEDICATED NEUTRAL CONDUCTOR FOR EACH 120 V BRANCH CIRCUIT.
260533 -RACEWAYS AND BOXES FOR ELECTRICAL SYSTEMS
A. MINIMUM RACEWAY SIZE: 1 INCH TRADE SIZE FOR TELECOM/DATA AND 3/4 INCH
TRADE SIZE FOR ALL OTHER APPLICATIONS.
B. INSTALL NONMETALLIC CONDUIT OR TUBING FOR PROTECTING BARE GROUNDING
CONDUCTORS.
C. DO NOT INSTALL RACEWAYS OR ELECTRICAL ITEMS ON ANY "EXPLOSION-RELIEF"
WALLS OR ROTATING EQUIPMENT.
D. DO NOT FASTEN CONDUITS ONTO THE BOTTOM SIDE OF A METAL DECK ROOF.
E. KEEP RACEWAYS AT LEAST 6 INCHES AWAY FROM PARALLEL RUNS OF FLUES AND
STEAM OR HOT-WATER PIPES. INSTALL HORIZONTAL RACEWAY RUNS ABOVE WATER
AND STEAM PIPING.
F. ARRANGE STUB-UPS SO CURVED PORTIONS OF BENDS ARE NOT VISIBLE ABOVE
FINISHED SLAB.
G. INSTALL NO MORE THAN THE EQUIVALENT OF THREE 90-DEGREE BENDS IN ANY
CONDUIT RUN EXCEPT FOR CONTROL WIRING CONDUITS, FOR WHICH FEWER BENDS
ARE ALLOWED. SUPPORT WITHIN 12 INCHES OF CHANGES IN DIRECTION. SUPPORT
CONDUIT WITHIN 12 INCHES OF ENCLOSURES TO WHICH IT IS ATTACHED.
H. UNLESS BURIED, INSTALL ALL CONDUITS PARALLEL OR PERPENDICULAR TO
BUILDING LINES.
I. INSTALL RACEWAYS SQUARE TO THE ENCLOSURE AND TERMINATE AT ENCLOSURES
WITH LOCKNUTS. INSTALL LOCKNUTS HAND TIGHT PLUS 1/4 TURN MORE. DO NOT
RELY ON LOCKNUTS TO PENETRATE NONCONDUCTIVE COATINGS ON ENCLOSURES.
REMOVE COATINGS IN THE LOCKNUT AREA PRIOR TO ASSEMBLING CONDUIT TO
ENCLOSURE TO ENSURE A CONTINUOUS GROUND PATH.
J. RACEWAYS MAY BE INSTALLED UNDER THE CONCRETE SLAB, BUT NO CONDUITS
SHALL BE EMBEDDED WITHIN THE SLAB. DIRECT-BURIED CONDUIT -INSTALL
MANUFACTURED RIGID STEEL CONDUIT ELBOWS FOR STUB-UPS AT POLES AND
EQUIPMENT AND AT BUILDING ENTRANCES THROUGH FLOOR. ANY METALLIC
CONDUIT THAT DOES OR MAY COME INTO CONTACT WITH SOIL SHALL BE COATED
WITH TWO COATS OF BITUMASTIC OR TWO LAYERS OF 10 MIL. CORROSION
PROTECTION TAPE.
K. INSTALL FIRESTOPPING AT PENETRATIONS OF FIRE-RATED FLOOR AND WALL
ASSEMBLIES.
L. INSTALL SLEEVES AND SLEEVE SEALS AT PENETRATIONS OF EXTERIOR FLOOR AND
WALL ASSEMBLIES. INCLUDE CAST-IRON PIPE SLEEVES SIZED TO ALLOW FOR 1-INCH
ANNULAR CLEAR SPACE BETWEEN RACEWAY OR CABLE AND SLEEVE FOR
INSTALLING SLEEVE-SEAL SYSTEM WHICH INCLUDES MANUFACTURED EPDM
RUBBER INTERLOCKING LINKS SHAPED TO FIT SURFACE OF PIPE AND WITH NUMBER
REQUIRED FOR PIPE MATERIAL AND SIZE OF PIPE. INCLUDE STAINLESS STEEL
PRESSURE PLATES AND CONNECTING BOLTS AND NUTS.
M. INDOOR RACEWAYS:
1. EXPOSED, NOT SUBJECT TO PHYSICAL DAMAGE: EMT.
2. EXPOSED AND SUBJECT TO SEVERE PHYSICAL DAMAGE: RIGID STEEL CONDUIT.
3. CONCEALED IN NEW CEILINGS AND INTERIOR WALLS AND PARTITIONS: EMT.
4. CONNECTION TO VIBRATING EQUIPMENT (INCLUDING TRANSFORMERS AND
HYDRAULIC, PNEUMATIC, ELECTRIC SOLENOID, OR MOTOR-DRIVEN EQUIPMENT):
FMC, EXCEPT USE LFMC IN DAMP OR WET LOCATIONS.
5. DAMP OR WET LOCATIONS: RIGID STEEL CONDUIT.
6. BOXES AND ENCLOSURES: NEMA 250, TYPE 1, EXCEPT USE NEMA 250, TYPE 3R,
NONMETALLIC IN DAMP OR WET LOCATIONS.
7. RACEWAY FITTINGS: COMPATIBLE WITH RACEWAYS AND SUITABLE FOR USE AND
LOCATION.
8. RIGID AND INTERMEDIATE STEEL CONDUIT: USE THREADED RIGID STEEL
CONDUIT FITTINGS, UNLESS NOTED OTHERWISE.
9. INSTALL SURFACE RACEWAYS ONLY WHERE SPECIFICALLY INDICATED ON
DRAWINGS. INSTALL SURFACE RACEWAY WITH A MINIMUM 2-INCH RADIUS
CONTROL AT BEND POINTS.
10. FLEXIBLE CONDUIT CONNECTIONS: MAXIMUM OF 72 INCHES OF FLEXIBLE
CONDUIT FOR RECESSED AND SEMI-RECESSED LUMINAIRES, EQUIPMENT
SUBJECT TO VIBRATION, NOISE TRANSMISSION, OR MOVEMENT; AND FOR
TRANSFORMERS AND MOTORS. USE LFMC IN DAMP OR WET LOCATIONS
SUBJECT TO SEVERE PHYSICAL DAMAGE. USE LFMC OR LFNC IN DAMP OR WET
LOCATIONS NOT SUBJECT TO SEVERE PHYSICAL DAMAGE.
N. OUTDOOR RACEWAYS:
1. EXPOSED CONDUIT: RIGID STEEL CONDUIT.
2. CONCEALED CONDUIT, ABOVE GROUND: EMT.
3. UNDERGROUND CONDUIT: RNC, TYPE EPC-40-PVC, DIRECT BURIED. USE TYPE
EPC-80-PVC UNDER PAVED SURFACES.
4. CONNECTION TO VIBRATING EQUIPMENT (INCLUDING TRANSFORMERS AND
HYDRAULIC, PNEUMATIC, ELECTRIC SOLENOID, OR MOTOR-DRIVEN EQUIPMENT):
LFNC.
5. BOXES AND ENCLOSURES, ABOVE GROUND: NEMA250, TYPE 3R.
O. ENCLOSURES –BOXES AND ENCLOSURES FOR PANELBOARD, DISCONNECT SWITCH
AND MOTOR CONTROL UNITS, ETC. BASED ON THE INSTALLATION
LOCATIONS/ENVIRONMENTS.
1. INDOOR, DRY AND CLEAN LOCATIONS: NEMA 250, TYPE 1.
2. OUTDOOR LOCATIONS: NEMA 250, TYPE 3R.
3. KITCHEN/WASH-DOWN AREAS: NEMA 250, TYPE 4X, STAINLESS STEEL.
4. OTHER WET OR DAMP, INDOOR LOCATIONS: NEMA 250, TYPE 4.
5. INDOOR LOCATIONS SUBJECT TO DUST, FALLING DIRT, AND DRIPPING
NONCORROSIVE LIQUIDS: NEMA 250, TYPE 12.
6. HAZARDOUS AREAS INDICATED ON DRAWINGS: NEMA 250, TYPE 7/TYPE 9 WITH
COVER ATTACHED BY TYPE 316 STAINLESS STEEL BOLTS.
P. GENERAL BOX MOUNTING
1. MOUNT BOXES AT HEIGHTS INDICATED ON DRAWINGS. IF MOUNTING HEIGHTS OF
BOXES ARE NOT INDIVIDUALLY INDICATED, GIVE PRIORITY TO ADA
REQUIREMENTS. INSTALL BOXES WITH HEIGHT MEASURED TO CENTER OF BOX
UNLESS OTHERWISE INDICATED.
2. HORIZONTALLY SEPARATE BOXES MOUNTED ON OPPOSITE SIDES OF WALL SO
THEY ARE NOT IN THE SAME VERTICAL CHANNEL.
3. LOCATE BOXES SO THAT COVER OR PLATE WILL NOT SPAN DIFFERENT BUILDING
FINISHES.
4. FASTEN JUNCTION AND PULL BOXES TO OR SUPPORT FROM BUILDING
STRUCTURE. DO NOT SUPPORT BOXES BY CONDUITS.
5. SET METAL FLOOR BOXES LEVEL AND FLUSH WITH FINISHED FLOOR SURFACE.
Q. HANDHOLES AND BOXES FOR EXTERIOR UNDERGROUND WIRING
1. POLYMER-CONCRETE HANDHOLES AND BOXES WITH POLYMER-CONCRETE
COVER: MOLDED OF SAND AND AGGREGATE, BOUND TOGETHER WITH POLYMER
RESIN, AND REINFORCED WITH STEEL, FIBERGLASS, OR A COMBINATION OF THE
TWO. DESIGNED FOR FLUSH BURIAL WITH OPEN BOTTOM UNO. INCLUDE
WEATHERPROOF, NONSKID COVER SECURED BY TAMPER-RESISTANT LOCKING
DEVICES LABELED WITH "ELECTRIC" OR “COM”AS INDICATED ON DRAWINGS.
2. COMPLY WITH ANSI/SCTE 77 WITH LOAD RATINGS AS FOLLOWS:
a. TIER 8 FOR NON-TRAFFIC AREAS AND SIDEWALK APPLICATIONS WITH A
SAFETY FACTOR FOR OCCASIONAL NON-DELIBERATE VEHICULAR TRAFFIC.
b. TIER 22 FOR DRIVEWAY, PARKING LOT, AND OFF-ROAD APPLICATIONS
SUBJECT TO OCCASIONAL NON-DELIBERATE HEAVY VEHICULAR TRAFFIC.
c. AASHTO H-20 FOR ROADWAYS AND OTHER DELIBERATE VEHICULAR TRAFFIC
APPLICATIONS.
3. INSTALL HANDHOLES AND BOXES LEVEL AND PLUMB AND WITH ORIENTATION
AND DEPTH COORDINATED WITH CONNECTING CONDUITS TO MINIMIZE BENDS
AND DEFLECTIONS REQUIRED FOR PROPER ENTRANCES. SUPPORT ON A LEVEL
BED OF CRUSHED STONE OR GRAVEL, GRADED FROM 1/2-INCH SIEVE TO NO. 4
SIEVE AND COMPACTED TO SAME DENSITY AS ADJACENT UNDISTURBED EARTH.
4. IN PAVED AREAS, SET SO COVER SURFACE WILL BE FLUSH WITH FINISHED
GRADE. SET COVERS OF OTHER ENCLOSURES 1 INCH (25 MM) ABOVE FINISHED
GRADE.
260548.16 -SEISMIC CONTROLS FOR ELECTRICAL SYSTEMS
A. IN GENERAL, ALL ELECTRICAL EQUIPMENT SHALL BE DESIGNED AND INSTALLED TO
WITHSTAND A SEISMIC EVENT. THE TERM "WITHSTAND" MEANS "THE EQUIPMENT
WILL REMAIN IN PLACE WITHOUT SEPARATION OF ANY PARTS WHEN SUBJECTED TO
THE SEISMIC FORCES SPECIFIED AND THE UNIT WILL BE FULLY OPERATIONAL AFTER
THE SEISMIC EVENT."
B. FOR EQUIPMENT, COMPONENTS, CHANNEL BRACINGS, RESTRAINT CABLES, ANCHOR
BOLTS, ETC. SEISMIC-RESTRAINT LOADING SHALL COMPLY WITH DESIGN SPECTRAL
RESPONSE ACCELERATION AT SHORT PERIODS, SDS = 0.600
C. COMPONENT IMPORTANCE FACTOR, IP = 1.0 FOR ELECTRICAL EQUIPMENT EXCEPT
FOR COMPONENTS REQUIRED FOR LIFE-SAFETY PURPOSES AFTER AN EARTHQUAKE
SUCH AS EGRESS LIGHTING AND FIRE ALARM CONTROL PANEL WHERE IP = 1.5.
D. COMPONENT RESPONSE MODIFICATION FACTOR, RP: SEE TABLE 13.6-1 OF ASCE 7-10.
E. COMPONENT AMPLIFICATION FACTOR, AP: SEE TABLE 13.6-1 OF ASCE 7-10.
260553 -IDENTIFICATION FOR ELECTRICAL SYSTEMS
A. RACEWAYS AND CABLES CARRYING CIRCUITS WITHIN BUILDINGS. IDENTIFY THE
COVERS OF EACH JUNCTION AND PULL BOX OF THE FOLLOWING SYSTEMS WITH
PAINT AS FOLLOWS:
1. BATTERY OR GENERATOR BACKED UP EMERGENCY SYSTEM: ORANGE
2. FIRE DETECTION AND ALARM SYSTEM: RED
3. SYSTEMS WITH VOLTAGE GREATER THAN 600V: YELLOW
4. DIRECT CURRENT SYSTEMS (SOLAR PV SYSTEM): GREEN
B. CONDUCTOR COLOR-CODING:
1. 240/120V (CENTER-TAPPED DELTA): PHASE A -BLACK, PHASE B -RED, WILD LEG -
ORANGE, NEUTRAL -WHITE.
2. GROUNDS: BARE COPPER OR GREEN.
C. ALL EQUIPMENT SHALL HAVE AN IDENTIFICATION LABEL, BLACK LETTERS ON A
WHITE FIELD. LABEL INCLUDES UNIT NAME AND CIRCUIT THAT FEEDS IT.
1. 1”MINIMUM HEIGHT LETTERS FOR SERVICE DISCONNECT AND EMERGENCY
SHUT-OFF SWITCHES.
2. 1/2" MINIMUM HEIGHT LETTERS FOR PANELBOARDS, SWITCHBOARDS, RELAY
ENCLOSURES AND TRANSFORMERS.
3. 1/4" MINIMUM HEIGHT LETTERS FOR DISCONNECT SWITCHES AND MOTOR
STARTERS.
4. 1/8”MINIMUM HEIGHT LETTERS FOR DEVICE COVERPLATES.
D. UNDERGROUND LINE WARNING TAPE -INSTALL UNDERGROUND-LINE WARNING TAPE
FOR DIRECT-BURIED CABLES AND CABLES IN RACEWAYS. DURING BACKFILLING OF
TRENCHES, INSTALL CONTINUOUS UNDERGROUND-LINE WARNING TAPE DIRECTLY
ABOVE CABLE OR RACEWAY AT 6 TO 8 INCHES BELOW FINISHED GRADE. USE
MULTIPLE TAPES WHERE WIDTH OF MULTIPLE LINES INSTALLED IN A COMMON
TRENCH OR CONCRETE ENVELOPE EXCEEDS 16 INCHES OVERALL.
E. PANELBOARDS/SWITCHBOARDS LABEL SHALL INCLUDE -PANEL NAME, VOLTAGE,
AMPERAGE, NUMBER OF PHASES AND WIRES, SOURCE AND AVAILABLE FAULT
CURRENT WITH DATE CALCULATED. INCLUDE TYPEWRITTEN DIRECTORY OF
CIRCUITS IN THE LOCATION PROVIDED BY PANELBOARD MANUFACTURER. INDICATE
CIRCUIT LOAD INCORPORATING OWNER’S FINAL ROOM DESIGNATIONS. SPARES
SHALL BE FILLED IN BY HAND WITH PENCIL. ON MAIN DISTRIBUTION PANEL DOOR /
SWITCHBOARD FRONT PROVIDE A LAMINATED ONE-LINE DIAGRAM OF THE
ELECTRICAL SYSTEM AND ALL PANEL CONFIGURATIONS.
F. RECEPTACLES: IDENTIFY PANELBOARD AND CIRCUIT NUMBER FROM WHICH THE
DEVICE IS SERVED.
1. MARK INSIDE OF BOX OR COVERPLATE WITH PERMANENT MARKER. TEST TO
ENSURE THAT MARKER LINES ARE NOT VISIBLE ON OUTSIDE OF COVER WHEN IT
IS INSTALLED.
2. MARK OUTSIDE OF COVERPLATE USING LABELER SUCH AS BROTHER PT-90 TO
PRODUCE 1/8”BLACK LETTERS (WHITE LETTERS IF COVER IS DARK) ON CLEAR
TAPE.
260923 –DIGITAL LIGHTING CONTROL SYSTEM (DLM)
A. SYSTEM IS TO BE WIRED (WIRELESS NOT ALLOWED), BASED ON DIGITAL DEVICES
AND SYSTEM BY WATTSTOPPER. DLM LOCAL NETWORK SHALL CONSIST OF A FREE
TOPOLOGY PHYSICAL CONNECTION AND COMMUNICATION PROTOCOL. IT SHALL
INCLUDE THE FOLLOWING:
1. PLUG N' GO AUTOMATIC CONFIGURATION AND BINDING OF OCCUPANCY
SENSORS, SWITCHES AND LIGHTING LOADS TO THE MOST ENERGY-EFFICIENT
SEQUENCE OF OPERATION BASED UPON THE DEVICE ATTACHED.
2. SIMPLE REPLACEMENT OF ANY DEVICE IN THE LOCAL DLM NETWORK WITH A
STANDARD OFF THE SHELF UNIT WITHOUT REQUIRING SIGNIFICANT
COMMISSIONING, CONFIGURATION OR SETUP.
3. PUSH N' LEARN CONFIGURATION TO CHANGE THE AUTOMATIC CONFIGURATION,
INCLUDING BINDING AND LOAD PARAMETERS WITHOUT TOOLS, USING ONLY THE
BUTTONS ON THE DIGITAL DEVICES IN THE LOCAL NETWORK.
4. TWO-WAY INFRARED COMMUNICATIONS FOR CONTROL BY HANDHELD REMOTES,
AND CONFIGURATION BY A HANDHELD TOOL INCLUDING ADJUSTING LOAD
PARAMETERS, SENSOR CONFIGURATION AND BINDING, WITHIN A LINE OF SIGHT
OF UP TO 30 FEET FROM A SENSOR, WALL SWITCH OR IR RECEIVER.
5. DIGITAL ROOM DEVICES CONNECT TO THE LOCAL NETWORK USING PRE-
TERMINATED CAT 5E CABLES WITH RJ-45 CONNECTORS, WHICH PROVIDE BOTH
DATA AND POWER TO ROOM DEVICES. SYSTEMS THAT UTILIZE RJ-45 PATCH
CORDS BUT DO NOT PROVIDE SERIAL COMMUNICATION DATA FROM INDIVIDUAL
END DEVICES ARE NOT ACCEPTABLE.
6. IF MANUFACTURER'S PRE-TERMINATED CAT 5E CABLES ARE NOT USED FOR THE
INSTALLATION EACH CABLE MUST BE INDIVIDUALLY TESTED AND OBSERVED BY
AUTHORIZED SERVICE REPRESENTATIVE FOLLOWING INSTALLATION.
B. DIGITAL ROOM CONTROLLERS –SELF-CONFIGURING, DIGITALLY ADDRESSABLE ONE,
TWO OR THREE RELAY CONTROLLERS (TO SWITCH A TOTAL OF 20A) WITH 0-10 VOLT
CONTROL FOR BALLASTS/DRIVERS AND SINGLE RELAY APPLICATION-SPECIFIC PLUG
LOAD CONTROLLERS. WATTSTOPPER PRODUCT: LMRC-210 SERIES.
C. DIGITAL WALL OR CEILING MOUNTED OCCUPANCY SENSORS –SELF-CONFIGURING,
DIGITALLY ADDRESSABLE AND CALIBRATED OCCUPANCY SENSORS WITH LCD
DISPLAY AND TWO-WAY ACTIVE INFRARED (IR) COMMUNICATIONS. WATTSTOPPER
PRODUCT NUMBERS: LMPX, LMDX, LMPC, LMUC, LMDC.
D. DIGITAL WALL SWITCH OCCUPANCY SENSORS –SELF-CONFIGURING, DIGITALLY
ADDRESSABLE PUSHBUTTON/DIMMER SWITCHES AND CALIBRATED OCCUPANCY
SENSORS WITH MANUAL SWITCH WITH COLOR AND COVERPLATE TO MATCH OTHER
WIRING DEVICES. WATTSTOPPER PART NUMBERS: LMPW, LMDW.
E. DIGITAL WALL SWITCHES –SELF-CONFIGURING, DIGITALLY ADDRESSABLE
PUSHBUTTON SWITCHES, DIMMERS, AND SCENE SWITCHES WITH TWO-WAY ACTIVE
INFRARED (IR) COMMUNICATIONS. WATTSTOPPER PRODUCT NUMBERS: LMSW-101,
LMSW-102, LMSW-103, LMSW-104, LMSW-105, LMSW-108, LMDM-101.
F. DIGITAL DAYLIGHT PHOTOSENSORS –SINGLE-ZONE AND MULTI-ZONE OPEN LOOP
DAYLIGHTING SENSORS WITH TWO-WAY ACTIVE INFRARED (IR) COMMUNICATIONS
CAN PROVIDE DIMMING CONTROL FOR DAYLIGHT HARVESTING. WATTSTOPPER
PRODUCT NUMBER: LMLS-500.ALL LUMINARIES WITHIN 15’OF WINDOWS OR WITHIN
7’OF SKYLIGHTS (THE DAYLIT ZONE) SHALL BE CONTROLLED (DIMMED) SEPARATELY
FROM LUMINAIRES OUTSIDE OF DAYLIT ZONES.
G. CONFIGURATION TOOLS –HANDHELD REMOTE FOR ROOM CONFIGURATION
PROVIDES TWO WAY INFRARED (IR) COMMUNICATIONS TO DIGITAL DEVICES AND
ALLOWS COMPLETE CONFIGURATION AND RECONFIGURATION OF THE DEVICE /
ROOM FROM UP TO 30 FEET AWAY. UNIT TO HAVE ORGANIC LED DISPLAY, SIMPLE
PUSHBUTTON INTERFACE, AND ALLOW SEND AND RECEIVE OF ROOM VARIABLES
AND STORAGE OF OCCUPANCY SENSOR SETTINGS. COMPUTER SOFTWARE ALSO
CUSTOMIZES ROOM SETTINGS. WATTSTOPPER PRODUCT NUMBERS: HANDHELD
LMCT-100
H. GENERAL DEVICE LOCATIONS -DEVICE LOCATIONS ON PLAN DRAWINGS ARE
APPROXIMATE AND ARE INTENDED TO INDICATE GENERAL AREA TO BE COVERED.
ALL DEVICES SHALL BE INSTALLED IN STRICT ACCORDANCE WITH MANUFACTURER’S
GUIDELINES. CONTRACTOR SHALL PROVIDE ADDITIONAL DEVICES AND ASSOCIATED
HARDWARE AS REQUIRED TO COVER THE ENTIRE AREA.
I. OCCUPANCY SENSOR LOCATIONS SHALL BE SHIFTED AS NECESSARY TO ENSURE
THE FOLLOWING:
1. NORMAL DEVICES SHALL BE INSTALLED NO HIGHER THAN 120”AFF.
2. NO DEVICE RELYING SOLELY ON PIR SENSING SHALL BE INSTALLED IN A
LOCATION WHERE OBSTACLES MAY BLOCK THE SENSOR’S FIELD OF VIEW.
3. ANY DEVICE EMPLOYING ULTRASONIC SENSING SHALL BE INSTALLED AT A
MINIMUM OF 72”AWAY FROM ANY STRONG TRANSFER OF AIR SUCH AS SUPPLY
DIFFUSERS.
J. DAYLIGHT SENSOR LOCATIONS SHALL BE SHIFTED AS NECESSARY TO ENSURE THE
FOLLOWING:
1. ALL DAYLIGHT SENSORS MUST BE MOUNTED IN SUCH A WAY THAT THE SENSOR’S
FIELD OF VIEW IS NOT IMPEDED IN ANY WAY.
2. OPEN LOOP SENSORS SHALL BE MOUNTED NO FURTHER THAN 120”AWAY FROM
THE FENESTRATION CLOSEST TO THE DAYLIGHT ZONES THAT ARE BEING
CONTROLLED AND WHICH WILL PROVIDE THE MOST NATURAL LIGHT INTO THE
SPACE.
3. OPEN LOOP SENSORS MUST BE POSITIONED TO HAVE VIEW ONLY OF THE
NATURAL LIGHT AND MAY NOT HAVE DIRECT VIEW OF ELECTRIC LIGHT BEING
PRODUCED IN THE SPACE.
K. CALIBRATE ALL SENSOR TIME DELAYS AND SENSITIVITY TO GUARANTEE PROPER
DETECTION OF OCCUPANTS AND ENERGY SAVINGS. ADJUST TIME DELAY SO THAT
CONTROLLED AREA REMAINS LIGHTED FOR 20 MINUTES AFTER OCCUPANT LEAVES
AREA.
262416 -PANELBOARDS
A. FLUSH AND SURFACE-MOUNTED ENCLOSURES (AS NOTED ON PLANS) WITH DEAD-
FRONT CABINETS. RATED FOR ENVIRONMENTAL CONDITIONS AT INSTALLED
LOCATION.
B. MAXIMUM HEIGHT CABINET
a. STANDARD: 84 INCHES TO TOP OF ENCLOSURE (SO THAT MAXIMUM HEIGHT OF
HIGHEST BREAKER IS 78 INCHES MAXIMUM).
C. INCOMING MAINS LOCATION: TOP OR BOTTOM AS DETERMINED BY CONTRACTOR,
BASED ON FIELD CONDITIONS, UNO.
D. HARD-DRAWN COPPER PHASE, NEUTRAL, AND GROUND BUSES WITH 98 PERCENT
CONDUCTIVITY. MECHANICAL TYPE LUGS WITH A LUG ON THE NEUTRAL AND
GROUND BARS FOR EACH BREAKER POLE IN THE PANELBOARD. CONDUCTOR
CONNECTORS SHALL BE SUITABLE FOR USE WITH CONDUCTOR MATERIAL,
QUANTITY AND SIZES (REFER TO THE FEEDER SCHEDULE).
E. PANELBOARD SHORT-CIRCUIT CURRENT RATING: FULLY RATED TO INTERRUPT
SYMMETRICAL SHORT-CIRCUIT CURRENT AVAILABLE AT TERMINALS. ASSEMBLY
SHALL BE LISTED BY AN NRTL FOR 100 PERCENT INTERRUPTING CAPACITY. ALL
OVERCURRENT PROTECTIVE DEVICES (OCPDS) SHALL BE FULLY RATED FOR
AVAILABLE FAULT CURRENT. NO SERIES RATING WILL BE ALLOWED.
F. BRANCH OVERCURRENT PROTECTIVE DEVICES -BOLT-ON CIRCUIT BREAKERS OR
PLUG-IN CIRCUIT BREAKERS WHERE INDIVIDUAL POSITIVE-LOCKING DEVICE
REQUIRES MECHANICAL RELEASE FOR REMOVAL. REPLACEABLE WITHOUT
DISTURBING ADJACENT UNITS. MOLDED CASE CIRCUIT BREAKERS SHALL BE BOLT-
ON TYPE ONLY AND SUITABLE FOR INDIVIDUAL AS WELL AS PANELBOARD
MOUNTING. NO BREAKERS DESIGNATED "PLUG-ON" TYPE ALLOWED UNLESS
SPECIFICALLY NOTED ON PLANS.
G. BREAKERS SHALL BE ONE-, TWO-, OR THREE-POLE AS SCHEDULED, OPERATE
MANUALLY FOR NORMAL ON-OFF SWITCHING AND AUTOMATICALLY UNDER
OVERLOAD AND SHORT CIRCUIT CONDITIONS.
H. THE OPERATING HANDLE SHALL OPEN AND CLOSE ALL POLES SIMULTANEOUSLY ON
MULTI-POLE BREAKERS. THE OPERATING MECHANISM SHALL BE TRIP-FREE SO THAT
CONTACTS CANNOT BE HELD CLOSED AGAINST ABNORMAL OVERCURRENT OR
SHORT CIRCUIT CONDITIONS. DO NOT USE SINGLE-POLE CIRCUIT BREAKERS WITH
HANDLE TIES WHERE MULTI-POLE BREAKERS ARE INDICATED ON THE PANEL
SCHEDULE OR WHERE REQUIRED FOR POLY-PHASE LOADS.
I. BREAKERS SHALL BE OF THE TYPE NOTED ON PANEL SCHEDULE (SHUNT-TRIP, GFI,
ARC-FAULT, ETC.) OR AS REQUIRED BY THE EQUIPMENT BEING PROVIDED.
J. BREAKERS NOTED AS GFI PROTECTED FOR EQUIPMENT SHALL HAVE A 30mA OR
GREATER TRIP.
K. BREAKERS NOTED AS GFI PROTECTED FOR PERSONNEL SHALL HAVE A 6mA TRIP.
L. A CONTROL TRANSFORMER WITH PRIMARY AND SECONDARY FUSING SHALL BE
PROVIDED AS REQUIRED FOR CONTROL OF SHUNT-TRIP BREAKERS.
M. DESIGN OF DISTRIBUTION PANELBOARDS IS GENERALLY BASED ON THE SQUARE D,
I-LINE PANELBOARD. DESIGN OF LIGHTING AND APPLIANCE BRANCH PANELBOARDS
IS BASED ON THE SQUARE D NQ AND NF SERIES PANELBOARDS.
N. ARRANGE CONDUCTORS IN GUTTERS INTO GROUPS AND BUNDLE AND WRAP WITH
WIRE TIES.
O. SPARE CONDUIT STUB-OUTS AT RECESSED PANELS. ALL SPARE CONDUITS SHALL BE
TERMINATED IN LOCATIONS WHERE THEY ARE ACCESSIBLE FROM A CRAWLSPACE,
ATTIC, OR BY LADDER IN AREAS THAT HAVE T-GRID CEILINGS. THEY SHALL BE
TERMINATED AWAY FROM EQUIPMENT, DUCTS OR PIPES THAT WOULD OBSTRUCT
ACCESS.
1. STUB FOUR (4) 1-INCH EMPTY CONDUITS FROM PANELBOARD INTO ACCESSIBLE
CEILING SPACE ABOVE THE PANEL, OR A SPACE DESIGNATED TO BE ACCESSIBLE
CEILING SPACE IN THE FUTURE.
2. WHERE APPLICABLE, STUB FOUR (4) 1-INCH EMPTY CONDUITS INTO ACCESSIBLE
FLOOR SPACE OR ACCESSIBLE CEILING SPACE ON THE LEVEL BELOW.
262726 -WIRING DEVICES
A. STRAIGHT-BLADE RECEPTACLES -DUPLEX CONVENIENCE RECEPTACLES, 125V, 20A:
COMPLY WITH NEMA WD 1, NEMA WD 6 CONFIGURATION 5-20R, UL 498, AND FS W-
C-596.
1. COOPER; 5351 (SINGLE), 5362 (DUPLEX), TR5362 (TAMPER DUPLEX).
2. HUBBELL; HBL5361 (SINGLE), HBL5362 (DUPLEX), HBL5362TR (TAMPER DUPLEX).
3. LEVITON; 5361 (SINGLE), 5362 (DUPLEX), 5362-SG (TAMPER DUPLEX).
4. P&S; 5351 (SINGLE), CRB5362 (DUPLEX), TR5352 (TAMPER DUPLEX).
B. TV OUTLET (POWER & SIGNAL) -RECESSED, 3-GANG, IN-WALL ENCLOSURE WITH 20A
DUPLEX RECEPTACLE LOCATED IN LEFT, SINGLE-GANG OPENING. CENTER SINGLE-
GANG, LOW-VOLTAGE OPENING WITH 1-1/4”CONDUIT AND PULLSTRING PROVISION
FOR SIGNAL CABLE. ROUTE TO ACCESSIBLE CEILING SPACE AND TO FLOOR BOX
WHERE APPLICABLE. RIGHT SINGLE-GANG, LOW-VOLTAGE OPENING WITH 1”
CONDUIT AND PULLSTRING PROVISION FOR SIGNAL CABLE. ROUTE TO ACCESSIBLE
CEILING SPACE.
1. PASS & SEYMOUR; TV3WMTVSSW.
C. GFCI RECEPTACLES -125V, 20A, DUPLEX, STRAIGHT BLADE, NON-FEED-THROUGH
TYPE. COMPLY WITH NEMA WD 1, NEMA WD 6 CONFIGURATION 5-20R, UL 498, UL 943
CLASS A, AND FS W-C-596. INCLUDE SELF-TESTING AND INDICATOR LIGHT THAT
SHOWS WHEN THE GFCI HAS MALFUNCTIONED AND NO LONGER PROVIDES PROPER
GFCI PROTECTION.
1. COOPER; VGF20 (STANDARD), TRVGF20 (TAMPER), WRSGF20 (OUTDOOR).
2. HUBBELL; GFR5352L (STANDARD), GFRTRST20 (TAMPER), GFTWRST20
(OUTDOOR).
3. LEVITON; GFNT2 (STANDARD), GFTR2-KW (TAMPER), GFWR2 (OUTDOOR).
4. P&S; 2097 (STANDARD), 2097TR (TAMPER), 2097TRWR (OUTDOOR).
D. TOGGLE SWITCHES -120/277V, 20A. COMPLY WITH NEMA WD 1, UL 20, AND FS W-
S-896.
1. COOPER; AH1221 (SINGLE-POLE), AH1222 (TWO-POLE), AH1223 (THREE-WAY),
AH1224 (FOUR-WAY).
2. HUBBELL; HBL1221 (SINGLE-POLE), HBL1222 (TWO-POLE), HBL1223 (THREE-WAY),
HBL1224 (FOUR-WAY).
3. LEVITON; 1221-2 (SINGLE-POLE), 1222-2 (TWO-POLE), 1223-2 (THREE-WAY), 1224-2
(FOUR-WAY).
4. P&S; CSB20AC1 (SINGLE-POLE), CSB20AC2 (TWO-POLE), CSB20AC3 (THREE-WAY),
CSB20AC4 (FOUR-WAY).
E. DEVICE COLOR -AS SELECTED BY ARCHITECT UNLESS OTHERWISE INDICATED OR
REQUIRED BY NFPA 70 OR DEVICE LISTING.
F. WALL PLATES
1. INDOOR FINISHED AREAS -SMOOTH, HIGH-IMPACT THERMOPLASTIC WITH COLOR
TO MATCH CORRESPONDING WIRING DEVICES.
2. GARAGE -STAINLESS STEEL.
3. INDOOR UNFINISHED AREAS -GALVANIZED STEEL.
4. OUTSIDE AND WET-LOCATIONS -NEMA 250, COMPLYING WITH TYPE 3R,
WEATHERPROOF-IN-USE, DIE-CAST ALUMINUM WITH LOCKABLE COVER.
G. IDENTIFICATION -IDENTIFY PANELBOARD AND CIRCUIT NUMBER FROM WHICH THE
DEVICE IS SERVED.
1. MARK INSIDE OF BOX OR COVERPLATE WITH PERMANENT MARKER. TEST TO
ENSURE THAT MARKER LINES ARE NOT VISIBLE ON OUTSIDE OF COVER WHEN IT
IS INSTALLED.
2. MARK OUTSIDE OF COVERPLATE USING LABELER SUCH AS BROTHER PT-90 TO
PRODUCE 1/8”BLACK LETTERS (WHITE LETTERS IF COVER IS DARK) ON CLEAR
TAPE.
H. WEATHER STRIPPING -BEHIND EXTERIOR WALL DEVICES INSTALL A PRECUT FOAM
INSULATION PAD OVER THE FIXTURE AND REINSTALL THE COVER.
262813 -FUSES
A. APPLY FUSES IN THE FOLLOWING CIRCUMSTANCES:
1. SERVICE ENTRANCE: CLASS L OR CLASS RK-1, TIME DELAY.
2. FEEDERS AND BRANCH CIRCUITS: CLASS L OR CLASS RK-1, TIME DELAY.
3. MOTORS, WELDERS, TRANSFORMERS: CLASS RK-5, TIME DELAY.
4. CONTROL CIRCUITS: CLASS CC, FAST ACTING.
5. LUMINAIRES: IN ACCORDANCE WITH FIXTURE MANUFACTURER’S GUIDELINES.
6. FUSTATS: TYPE S, TIME DELAY WITH REJECTION BASE.
B. SIZE FUSES AS SHOWN AND SPECIFIED, OR AS REQUIRED BY LOAD BEING SERVED.
WHERE FUSING IN ACCORDANCE WITH MANUFACTURER'S GUIDELINES REQUIRES
SMALLER FUSES, PROVIDE NECESSARY REDUCERS WITH NO ADDITIONAL COST TO
OWNER.
262816 -ENCLOSED SWITCHES
A. FUSIBLE AND NON-FUSIBLE SWITCHES
1. TYPE HD, HEAVY DUTY, SINGLE THROW, TWO-OR THREE-POLE, 240 OR 600V AC
AS NOTED ON PLANS, UL 98 AND NEMA KS 1, HORSEPOWER RATED, WITH CLIPS
OR BOLT PADS TO ACCOMMODATE FUSES AS REQUIRED BY MANUFACTURER OF
THE EQUIPMENT BEING PROTECTED.
2. LOCKABLE HANDLE (IN THE 'OFF' POSITION) WITH CAPABILITY TO ACCEPT THREE
PADLOCKS, AND INTERLOCKED WITH COVER IN CLOSED POSITION.
3. ABILITY TO ALSO LOCK SWITCH HANDLE IN THE 'ON' POSITION FOR EXTERIOR
MAIN DISCONNECT.
4. SUITABLE LUGS FOR NUMBER, SIZE, AND CONDUCTOR MATERIAL.
5. NEUTRAL KIT: INTERNALLY MOUNTED; INSULATED, CAPABLE OF BEING
GROUNDED AND BONDED; LABELED FOR COPPER AND ALUMINUM NEUTRAL
CONDUCTORS.
6. SERVICE-RATED SWITCHES -LABELED FOR USE AS SERVICE EQUIPMENT WITH
EQUIPMENT GROUND KIT.
B. FUSTAT -NEMA 1 RATED AND DESIGNED TO MOUNT ON SQUARE, PRESSED STEEL
BOX, 15A, 120V, TYPE S FUSE SOCKET, TOGGLE SWITCH AND PILOT LIGHT.
265110 -LED LIGHTING
A. GENERAL -ALL FIXTURES SHALL HAVE LED LIGHT SOURCES UNO.
1. INTERNAL, FACTORY INSTALLED BALLAST/DRIVER UNO.
2. DIMMABLE FROM 100% TO 10% OF MAXIMUM LIGHT OUTPUT.
3. NOMINAL OPERATING VOLTAGE: AS NOTED ON THE PLANS.
4. LENS THICKNESS: AT LEAST 0.125 INCH MINIMUM UNO.
5. INDOOR FIXTURES: MINIMUM CRI OF 80 UNO AND CCT OF 3500K UNO.
6. OUTDOOR FIXTURES: MINIMUM CRI OF 65 UNO AND CCT OF 4000K UNO.
7. OUTDOOR FIXTURES SHALL HAVE FULL CUT-OFF REFLECTORS WITH MOUNTING
TYPE AND DISTRIBUTION AS NOTED ON PLANS.
B. LED ASSEMBLIES -UL RATED FOR 40 DEGREE C AMBIENT ENVIRONMENTS, 50,000
HOUR FIXTURE LIFE INCLUDING DRIVER, 5 YEAR WARRANTY AND COMPLIANT WITH
IESNA LM-79 AND LM-80 STANDARDS.
C. STANDARDS -UNO, COMPLY WITH THE FOLLOWING:
1. ENERGY STAR OR DESIGN LIGHTS CONSORTIUM (DLC) CERTIFIED.
2. NRTL COMPLIANCE: LUMINAIRES FOR HAZARDOUS LOCATIONS SHALL BE LISTED
AND LABELED FOR INDICATED CLASS AND DIVISION OF HAZARD BY AN NRTL.
3. UL LISTING: LISTED FOR DAMP AND/OR WET LOCATIONS AS REQUIRED.
4. RECESSED LUMINAIRES SHALL COMPLY WITH NEMA LE 4.
5. EXTERIOR LUMINAIRES SHALL HAVE INTERNATIONAL DARK-SKY ASSOCIATION
(IDA) -FIXTURE SEAL OF APPROVAL (FSA).
D. FIRE RATED ASSEMBLIES: FIXTURES INSTALLED IN FIRE RATED ASSEMBLIES SHALL
MAINTAIN THE FIRE RATING OF SAID ASSEMBLY. CONTRACTOR IS REQUIRED TO
COORDINATE WITH ARCHITECTURAL DRAWINGS TO VERIFY ASSEMBLY RATINGS.
E. INSULATED CEILING SPACE: FIXTURES INSTALLED IN AN INSULATED CEILING SHALL
BE IC RATED AND HAVE MANUFACTURER RECOMMENDED CLEARANCES BETWEEN
FIXTURE AND INSULATION. CONTRACTOR IS REQUIRED TO COORDINATE WITH
ARCHITECTURAL DRAWINGS TO VERIFY INSULATED AREAS ABOVE CEILINGS.
F. EMERGENCY POWER UNIT -OPERATES ALL OR A PORTION OF LED LAMPS
CONTINUOUSLY AT AN OUTPUT OF 1100 LUMENS. SEALED, MAINTENANCE-FREE,
NICKEL-CADMIUM BATTERY, FULLY AUTOMATIC, SOLID-STATE CHARGER WITH
SEALED TRANSFER RELAY, PUSH-TO-TEST BUTTON, LED INDICATOR LIGHT AND
INTEGRAL SELF-TEST FUNCTION.
1. INTERNAL TYPE -SELF-CONTAINED, FACTORY MOUNTED WITHIN LIGHTING
FIXTURE BODY AND COMPATIBLE WITH BALLAST/DRIVER.
2. EXTERNAL TYPE -SELF-CONTAINED, REMOTE MOUNTED FROM LIGHTING FIXTURE
AND COMPATIBLE WITH FIXTURE BALLAST/DRIVER.
G. EXIT SIGNS -INTERNALLY LIT WITH 50,000 HOURS MINIMUM RATED LEDS, SEALED,
MAINTENANCE-FREE, NICKEL-CADMIUM BATTERY, FULLY AUTOMATIC, SOLID-STATE
CHARGER WITH SEALED TRANSFER RELAY, PUSH-TO-TEST BUTTON, LED INDICATOR
LIGHT AND INTEGRAL SELF-TEST FUNCTION.
H. EMERGENCY LIGHTING UNITS –SIZED FOR 90-MINUTE EMERGENCY OPERATION OF
FIXTURE(S), SEALED, MAINTENANCE-FREE, LEAD-ACID BATTERY, FULLY AUTOMATIC,
SOLID-STATE CHARGER WITH SEALED TRANSFER RELAY, PUSH-TO-TEST BUTTON,
LED INDICATOR LIGHT AND INTEGRAL SELF-TEST FUNCTION.
No. 60006 PE
RYAN P.
MARONEY
M O NTANA
LICENS E DPRO
F
ESSIONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architec t s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:42:13 AMPermit / Bidding DrawingsAugust 26, 2022
E003
ELECTRICAL
SPECIFICATIONS
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
Author
Checker
Permit / Bidding Drawings
58
400
3
200
2
200
3
200
2
(E)
PANEL
B
(E)
PANEL
C
EXISTING 240Δ/120V, 3PH, 4W, 400A BUS
PANEL MDP
EXISTING 240Δ/120V, 3PH, 4W
PAD-MOUNT XFMR
M EXISTING METER BASE
EXISTING CT CABINET
KEY NOTES:#
1. PANEL SHOWN FOR REFERENCE ONLY. NO NEW WORK THIS PANEL.
2. SEE PANEL SCHEDULE FOR NEW BRANCH CIRCUITS IN EXISTING PANEL.
70
2
M
(E)
WELDER
(E)
PANEL
A
1
1 1
2
(E)
PANEL
D1
PANEL
E
PROVIDE FEEDER CONSISTING OF
1-1/2"C, 2#2CU, #2CU N, #8CU G.
CONTRACTOR SHALL EITHER FISH
MC CABLE THROUGH EXISTING
WALL OR CUT AND PATCH
EXISTING WALL AND PROVIDE
CONDUCTORS IN CONDUIT.
SERVICE LOAD SUMMARY
EXISTING PEAK DEMAND LOAD OBTAINED FROM NORTHWESTERN ENERGY FOR FEBRUARY 2022 28.8 KVA
EXISTING LOAD x 125% 36 KVA
COVERT KVA TO VA (KWX1000)36,000 VA
TOTAL EXISTING LOAD 36,000 VA
DEMOLISHED RECEPTACLE LOAD:6,100 VA
DEMOLISHED LIGHTING LOAD:1,025 VA
DEMOLISHED MECHANICAL LOAD: 888 VA
DEMOLISHED HEATING LOAD:1,500 VA
TOTAL VA DEMOLISHED LOAD:9,513 VA
NEW ADDED LIGHTING LOADS @125% 1,047 VA
NEW ADDED RECEPTACLE LOADS (FIRST 10KVA @100%) 5,400 VA
NEW ADDED RECEPTACLE LOADS (LOADS 10KVA AND ABOVE @50%) 0 VA
NEW HEATING LOAD (ELECTRIC HEAT) LOAD @100% 1,500 VA
NEW NON CONTINUOUS LOAD @100% 0 VA
NEW LARGEST MOTOR @125% 4,915 VA
NEW REMAINING MOTORS @100% 6,203 VA
TOTAL VA NEW LOADS 19,065 VA
TOTAL NEW LOADS -DEMOLISHED LOADS + EXISTING LOADS 45,552 VA
CONVERT TOTAL VA LOADS TO AMPS 240v 3 PHASE 189.8 A
NEW CONNECTED TOTAL LOAD IN AMPS 189.9 A
SUMMARY:
NEW TOTAL CONNECTED LOAD OF 189.8A IS LESS THAN THE EXISTING SERVICE MAIN DISCONNECT FUSED WITH 400A
FUSES @ 240V 3 ɸ.
Red
NEUTRAL WHT
Vio
Gry
GryCLASS 2 0-10 VOLT
CONTROL WIRING
RJ45 PORT
(TYPICAL)
LMRJ SERIES PRE-TERMINATED CABLES OR CAT5E.
FREE TOPOLOGY & SPLITTER ACCEPTABLE
UNSWITCHED
HOT BLK
120/277
LMRC-111 SINGLE RELAY ON/OFF/0-10V
DIMMING ROOM CONTROLLER
LMDM-101 DIGITAL
DIMMING
SWITCH
AS
NEEDED
RJ45
(TYP.)
LMRJ-C8
COUPLERLMDC-100
OCCUPANCY
SENSOR
LIGHTING LOAD
VioADDITIONAL
AS NEEDED
LIGHTING ROOM
CONTROLLER. SEE
LIGHTING PLANS
LMPL-101
DIGITAL PLUG LOAD
ROOM CONTROLLER
NEUTRAL WHT
UNSWITCHED
HOT BLK
120
RED
CONTROLLED
UNCONTROLLED
**
**BREAK-OFF REMOVAL ON
HOT SIDE REQUIRED FOR
SPLIT-CIRCUIT WIRING.
LMRJ SERIES PRE-TERMINATED
CABLES OR CAT5E. FREE TOPOLOGY
& SPLITTER ACCEPTABLE
No. 60006 PE
RYAN P.
MARONEY
M O NTANA
LICENS E DPRO
F
ESSIONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architec t s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:42:14 AMPermit / Bidding DrawingsAugust 26, 2022
E004
ELECTRICAL
ONE-LINES AND
DETAILS
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
JLG
RPM
Permit / Bidding Drawings
N.T.S.1 EXISTING ONE LINE DIAGRAM
N.T.S.2 LIGHTING CONTROL DIAGRAM -TYPICAL INTERIOR (DIGITAL)
N.T.S.3 CONTROLLED RECEPTACLE WIRING DIAGRAM
59
No. 60006 PE
RYAN P.
MARONEY
M O NTANA
LICENS E DPRO
F
ESSIONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architec t s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:42:14 AMPermit / Bidding DrawingsAugust 26, 2022
E005
ELECTRICAL
SCHEDULES
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
JLG
RPM
Permit / Bidding Drawings
LUMINAIRE SCHEDULE
TYPE LAMPS
LOAD
(W)
OUTPUT
(LM, NOMINAL)
CCT
(K)DESCRIPTION MFR CATALOG NO. OR SERIES MOUNTING VOLTAGE NOTES
C1 LED 23 W 3027 3500 4' LED SURFACE WRAP WILLIAMS 39-4-L30/835-A-DIM-UNV CEILING/SURFACE 120 V 2
E1 LED 23 W 3213 4000 LED WALL PACK W/ EM BATTERY PACK AND INTEGRAL
PHOTOCELL
LITHONIA WDGE2 LED-P3SW-40K-80CRI-VW-
MVOLT-SRM-E20WC-PIR1FC3V-DBLXD
WALL/SURFACE 12'-0" 120 V 2
E2 LED 23 W 3132 4000 LED WALL PACK W/ INTEGRAL PHOTOCELL LITHONIA WDGE2 LED-P3SW-40K-80CRI-VF-
MVOLT-SRM-PIR1FC3V-DBLXD
WALL/SURFACE 15'-0" 120 V 2
E3 LED 23 W 3213 4000 LED WALL PACK W/ EM BATTERY PACK AND INTEGRAL
PHOTOCELL
LITHONIA WDGE2 LED-P3SW-40K-80CRI-VF-
MVOLT-SRM-E20WC-PIR1FC3V-DBLXD
WALL/SURFACE 10'-0" 120 V 2
EL1 LED 2 W NA NA LED EMERGENCY FIXTURE LITHONIA ELM2L M12 WALL/SURFACE 120 V 2,10
F1 LED 33 W 5126 3500 4' LED LENSED STRIP FIXTURE WILLIAMS 75R-4-L50/835-ACF/D48-DIM-UNV SUSPENDED 120 V 2,9
X1 LED 4 W N/A NA LED EXIT SIGN W/ GREEN LETTERS LITHONIA LQM-S-W-3-G-MVOLT-EL N-SD UNIVERSAL 120 V 2
1. PRIOR SUBMITTAL NOT REQUIRED. ALL ALTERNATE FIXTURE SHOP DRAWINGS WILL BE REVIEWED AFTER THE
PROJECT IS AWARDED.
2. PRIOR SUBMITTAL IS REQUIRED.
3. ALTERNATE FIXTURE IS NOT ACCEPTED FOR SUBSTITUTIONS.
4. PROVIDE 0-10V DIMMING, DOWN TO 10% LUMEN OUTPUT, MINIMUM.
5. PROVIDE FUSING.
6. VERIFY FINISH WITH ARCHITECT.
7. PROVIDE WITH REMOTE 12V STEP-DOWN TRANSFORMER.
8. CIRCUIT VIA TYPE EM INVERTER.
9. SUSPEND FIXTURE BELOW JOISTS AS HIGH AS POSSIBLE.
10.MOUNT TOP OF FIXTURE AT 7'-6" OR 6" BELOW CEILING, WHICHEVER IS LOWER.
THE ELECTRICAL CONTRACTOR SHALL VERIFY ALL CEILING TYPES AND PROVIDE ALL MOUNTING, FIRE-RATED, AND
IC-RATED ACCESSORIES AS REQUIRED. FOR FIRE-RATED CEILING ASSEMBLIES AND FOR CEILINGS WITH
INSULATION, VERIFY ALL RECESSED LUMINAIRE HOUSINGS ARE RATED APPROPRIATELY OR PROVIDE DROP-OVER
ENCLOSURES OR TENTS FOR LUMINAIRES. VERIFY THAT DROP-OVER ENCLOSURES OR TENTS ALLOW FOR AIR
SPACE AROUND LUMINAIRE PER MANUFACTURER'S RECOMMENDATIONS.
NOTES:GENERAL NOTE:
1.
2.
3.
4.
5.
6.
INTEGRAL DISCONNECTS AND OVERLOADS
INTEGRAL OVERLOADS
SINGLE POINT CONNECTION
PROVIDE RECEPTACLE AND DATA CONNECTION FOR PANEL
MOUNT ON UNI-STRUT IN FRONT OF UNIT
SIZE FUSES IN ACCORDANCE WITH MANUFACTURER'S GUIDELINES FOR INSTALLED EQUIPMENT
A.
B.
CONTROL WIRING SHALL BE CONCEALED WITHIN WALL CONSTRUCTION, ABOVE CEILING, OR RUN IN CONDUIT.
EXPOSED CONTROL WIRING IS UNACCEPTABLE.
UNLESS SPECIFICALLY NOTED, ALL FEEDERS SHALL INCLUDE A FULL SIZE NEUTRAL. IT IS THE CONTRACT
RESPONSIBILITY TO VERIFY WITH THE MANUFACTURER OF THE ACTUAL EQUIPMENT BEING SUPPLIED WETHER A
NEUTRAL IS REQUIRED PRIOR TO ROUGH-IN.
NOTES:GENERAL NOTES:
BAS
CO
CONT
EF
H
HCP
INT
L
MS
OS
PS
T
TC
UC
VE
N/A
BUILDING AUTOMATION SYSTEM
CARBON MONOXIDE DETECTOR
CONTINUOUS OPERATION
INTERLOCK WITH EXHAUST FAN
HUMIDISTAT
HOOD CONTROL PANEL
INTEGRAL
LIGHT SWITCH
MANUAL OVERRIDE SWITCH
OCCUPANCY SENSOR
PRESSURE SWITCH
THERMOSTAT
TIME CLOCK
UNIT CONTROLLER
VEHICLE EXHAUST DETECTION SYSTEM
NOT APPLICABLE
CB
CSFD
FD
FST
FW
MOCP
MSS
NFD
RCPT
RVSS
VFD
N/A
PANELBOARD CIRCUIT BREAKER WITHIN SIGHT OF EQUIPMENT
COMBINATION STARTER/DISCONNECT - HOA
FUSED DISCONNECT
FUSTAT
FACTORY-WIRED SINGLE POINT CONNECTION
MOTOR OVER-CURRENT PROTECTION
MANUAL STARTER SWITCH WITH THERMAL OVERLOADS (1-, 2- OR 3-POLE AS
REQUIRED)
NON-FUSED DISCONNECT
20A DUPLEX RECEPTACLE (GFCI PROTECTED AS REQUIRED), CORD AND PLUG
REDUCED VOLTAGE SOLID-STATE
VARIABLE FREQUENCY DRIVE - HOA
NOT APPLICABLE
22/22
22/26
23/23
23/26
26/26
FURNISHED AND INSTALLED BY DIV. 22, WIRED BY DIV. 22
FURNISHED AND INSTALLED BY DIV. 22, WIRED BY DIV. 26
FURNISHED AND INSTALLED BY DIV. 23, WIRED BY DIV. 23
FURNISHED AND INSTALLED BY DIV. 23, WIRED BY DIV. 26
FURNISHED AND INSTALLED BY DIV. 26, WIRED BY DIV. 26
CONTROL TYPE:DISCONNECT/STARTER TYPE:DIVISION OF RESPONSIBILITIES:
UH-1 (EXISTING) UNIT HEATER 5.1 FLA 115 - 1 T 23 / 23 6 MSS 26/26 - - NOTE 6 1 #12 3/4"
FN-1 FURNACE 12.8 FLA 115 - 1 T 23 / 23 6 MSS 26/26 - - NOTE 6 1 #12 3/4"
EH-1 ELECTRIC WALL HEATER 12.5 A 120 - 1 INT 23 / 23 1 FW 23/26 - - - - #12 3/4"
EF-1 EXHAUST FAN 1/6 HP 120 - 1 H 23 / 23 6 MSS 26/26 - - NOTE 6 1 #12 3/4"
CU-1 CONDENSING UNIT 23.6 MCA 230 - 1 UC 23 / 23 6 FD 26/26 - 30 NOTE 6 3R #10 3/4"
MECHANICAL EQUIPMENT
LOAD VOLT-PHASE TYPE DIV TYPE DIV
SIZE
(NEMA)
SWITCH
(AMPS)
FUSE
(AMPS)
ENCLOSURE
(NEMA)
COPPER WIRE
(AWG)
CONDUIT
(INCHES)
MARK DESCRIPTION
ELECTRICAL DATA CONTROL
NOTES
DISCONNECT /
STARTER DISCONNECT FEEDER
MEP COORDINATION SCHEDULE
60
No. 60006 PE
RYAN P.
MARONEY
M O NTANA
LICENS E DPRO
F
ESSIONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architec t s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:42:15 AMPermit / Bidding DrawingsAugust 26, 2022
E006
ELECTRICAL
SCHEDULES
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
Author
Checker
Permit / Bidding Drawings
Notes:
Total Est. Demand:89 A
Receptacle 5760 VA 100.00% 5760 VA Total Conn.:82 A
Motor 11868 VA 111.93% 13284 VA Total Est. Demand:21295 VA
Lighting 838 VA 125.00% 1047 VA Total Conn. Load:19728 VA
Heating 1500 VA 100.00% 1500 VA
Load Classification Connected Load Demand Factor Estimated Demand Panel Totals
<1> PROVIDE NEW CIRCUIT BREAKER TO SERVE NEW LOAD.
<2> REUSE EXISTING CIRCUIT BREAKER TO SERVE NEW LOAD OR SPARE.
Legend:
Total Amps:89 A 75 A
Total Load:10691 VA 9044 VA
39 8952 0 -- -- -- (R)SPACE 40
37 <1>PANEL E Lighting; Motor;
Receptacle 100 A 2
9194 0 -- -- -- (R)SPACE 38
35 (R)SPACE -- -- -- 0 0 1 20 A -- (R)RANGE HOOD 36
33 (R)SPACE -- -- -- 0 0 -- -- -- (R)SPACE 34
31 (R)SPACE -- -- -- 0 0 32
29 (R)SPACE -- -- -- 0 0 2 20 A -- CH-5
30
27 (R)DISHWASHER -- 20 A 1 0 0 1 20 A -- <2>SPARE 28
25 <2>SPARE -- 20 A 1 0 0 1 20 A -- <2>SPARE 26
23 <2>SPARE -- 20 A 1 0 0 1 20 A -- <2>SPARE 24
21 <2>SPARE -- 20 A 1 0 0 1 20 A -- <2>SPARE 22
19 (R)CH-2 -- 20 A 1 0 0 1 20 A -- (R)CH-4 20
17 (R)CH-1 -- 20 A 1 0 0 1 20 A -- (R)CH-3 18
15 (R)RCPT 106 & 110 -- 20 A 1 0 0 16
13 (R)RCPT 110 VENDING -- 20 A 1 0 0 2 50 A -- (R)RANGE
14
11 (R)RCPT 110 VENDING -- 20 A 1 0 0 1 20 A -- (R)RCPT 101A & 101B 12
9 (R)RCPT 110 VENDING -- 20 A 1 0 0 1 20 A -- (R)RCPT 100, 103 & 104 10
7 (R)RCPT 109 & 110 -- 20 A 1 0 0 1 20 A -- (R)RCPT 110 SMALL APPLIANCE 8
5 (R)RCPT 107 & 108 -- 20 A 1 0 0 1 20 A -- (R)RCPT 110 FRIDGE 6
3 (R)LTGS EXTERIOR Lighting 20 A 1 92 0 1 20 A -- (R)LTGS 107-110 4
1 (R)LTGS 100, 101A, 101B, 106 -- 20 A 1 0 1500 1 20 A Heating <2>EH-1 2
CKT Circuit Description
Load
Classification Trip Poles A C Poles Trip
Load
Classification Circuit Description CKT
EXISTING PANEL (MANUFACTURER: GE)
Notes:
Enclosure:
Mounting:Recessed Wires:3 Mains Rating:200 A
Supply From:Phases:1 Mains Type:MCB
Location:W. Corridor 02 Volts:120/240 Single A.I.C. Rating:10,000
Branch Panel: C
Notes:
Total Est. Demand:82 A
Total Conn.:76 A
Receptacle 5760 VA 100.00% 5760 VA Total Est. Demand:19682 VA
Motor 11868 VA 111.93% 13284 VA Total Conn. Load:18137 VA
Lighting 776 VA 125.00% 970 VA
Load Classification Connected Load Demand Factor Estimated Demand Panel Totals
Legend:
Total Amps:77 A 75 A
Total Load:9194 VA 8952 VA
23 SPARE -- 20 A 1 0 0 1 20 A -- SPARE 24
21 SPARE -- 20 A 1 0 0 1 20 A -- SPARE 22
19 SPARE -- 20 A 1 0 0 1 20 A -- SPARE 20
17 SPARE -- 20 A 1 0 0 1 20 A -- SPARE 18
15 RCPT-GARAGE (08) Receptacle 20 A 1 1260 2832 16
13 FN-1-STORAGE (07)Motor 20 A 1 1536 2832 2 30 A Motor CU-1-EXTERIOR
14
11 RCPT-STORAGE (07) Receptacle 20 A 1 540 528 1 20 A Motor EF-1-GARAGE (08)12
9 RCPT-STORAGE (07) Receptacle 20 A 1 900 612 1 20 A Motor UH-1-GARAGE (08)10
7 RCPT-OFFICE (06)Receptacle 20 A 1 900 1176 1 20 A Motor OH DOOR-GARAGE (08)8
5 RCPT-OFFICE (05)Receptacle 20 A 1 720 1176 1 20 A Motor OH DOOR-GARAGE (08)6
3 RCPT-E. CORRIDOR (04) Receptacle 20 A 1 540 1176 1 20 A Motor OH DOOR-GARAGE (08) 4
1 LTGS- EAST CORR, OFFICES, STOR., GARAGE Lighting 20 A 1 776 900 1 20 A Receptacle RCPT-GARAGE (08) 2
CKT Circuit Description
Load
Classification Trip Poles A C Poles Trip
Load
Classification Circuit Description CKT
Notes:
Enclosure:Type I
Mounting:Recessed Wires:3 Mains Rating:125 A
Supply From:C Phases:1 Mains Type:MLO
Location:Storage 07 Volts:120/240 Single A.I.C. Rating:10,000
Branch Panel: E
Existing
61
FJ
J
J
J
J
M
J
J
M
M ODOODOM
1 4
D
F
B
A
3 52
C
E
GFI
GFI
GFI
GFI
GFI
GFI
GFI
GFI
GFI
WP
WPGFI
GFI
GFI
GFI
GFI
GFI
GFIGFI
GFI
GFI
36"
36"36"
36"
36"
36"36"
36"
36"
(R) D
(R) C
UH-1
CH-4
CH-3
CH-2
WH-A
CH-5
EF-3
EF-2
EF-1
CH-1
6
48"
48"48"
48"
48"
48"
48"48"
48"
48"
48"
48"
48"
48"
48"
48"
48"
48"
GENERAL ELECTRICAL DEMO
NOTES
A. ELECTRICAL CONTRACTOR SHALL BE RESPONSIBLE FOR REPAIR OF ANY
EXISTING CONDUIT OR FEEDER CIRCUITS THAT ARE INTENDED TO REMAIN,
THAT ARE SAW-CUT, OR OTHERWISE DAMAGED, AS PART OF THE
DEMOLITION PROCESS. PROVISION FOR THIS WORK SHALL INCLUDE, BUT IS
NOT LIMITED TO: ALL NECESSARY CONDUIT AND CONDUCTORS, MOUNTING
ACCESSORIES AND LABOR, TO RESTORE SYSTEM TO INTENDED FUNCTION.
B. ELECTRICAL DRAWINGS SHOWING EXISTING BUILDING CONDITIONS, SUCH
AS DEMOLITION DRAWINGS, EXISTING PANEL SCHEDULES, ETC. ARE BASED
ON RECORD DRAWINGS AND SITE VISITS. IF ACTUAL EXISTING CONDITIONS
DIFFER FROM THOSE SHOWN ON DRAWINGS, PLEASE NOTIFY ENGINEER.
C. ELECTRICAL DEVICES SHOWN IN GREY ARE EXISTING TO REMAIN.
ELECTRICAL DEVICES SHOWN IN BLACK/DASHED WITH A '(D)' ARE TO BE
DEMOLISHED, UNO. FOR DEVICES
NOTED TO BE DEMOLISHED, ELECTRICAL CONTRACTOR SHALL REMOVE IN
ENTIRETY, INCLUDING ASSOCIATED BRANCH CIRCUIT BACK TO SOURCE OR
NEAREST UPSTREAM LIVE DEVICE, OR DISCONNECT UNUSED WIRING AND
CAP-OFF IN ASSOCIATED J-BOX(ES) IN A SAFE AND CODE-COMPLIANT
MANNER.
D. PATCH/REPAIR ALL HOLES IN FLOOR, WALLS, AND DECK RESULTING FROM
DEMOLITION WORK AS REQUIRED.
No. 60006 PE
RYAN P.
MARONEY
M O NTANA
LICENS E DPRO
F
ESSIONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architec t s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:42:16 AMPermit / Bidding DrawingsAugust 26, 2022
ED101
DEMOLITION
POWER AND
SIGNAL PLAN
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
JLG
RPM
Permit / Bidding Drawings
1/8" = 1'-0"1 DEMOLITION POWER AND SIGNAL PLAN
Reference
North
62
3
33 33
3
3
3
3
3T33
3333 3333
1 4
D
F
B
A
3 52
C
E
(R) C
(R) D
6
(D)
(D)
(D)
(D)(D)
(D)
(D)
(D)(D)(D)
(D)(D)(D)
(D)
(D)
(D)(D)
GENERAL ELECTRICAL DEMO
NOTES
A. ELECTRICAL CONTRACTOR SHALL BE RESPONSIBLE FOR REPAIR OF ANY
EXISTING CONDUIT OR FEEDER CIRCUITS THAT ARE INTENDED TO REMAIN,
THAT ARE SAW-CUT, OR OTHERWISE DAMAGED, AS PART OF THE
DEMOLITION PROCESS. PROVISION FOR THIS WORK SHALL INCLUDE, BUT IS
NOT LIMITED TO: ALL NECESSARY CONDUIT AND CONDUCTORS, MOUNTING
ACCESSORIES AND LABOR, TO RESTORE SYSTEM TO INTENDED FUNCTION.
B. ELECTRICAL DRAWINGS SHOWING EXISTING BUILDING CONDITIONS, SUCH
AS DEMOLITION DRAWINGS, EXISTING PANEL SCHEDULES, ETC. ARE BASED
ON RECORD DRAWINGS AND SITE VISITS. IF ACTUAL EXISTING CONDITIONS
DIFFER FROM THOSE SHOWN ON DRAWINGS, PLEASE NOTIFY ENGINEER.
C. ELECTRICAL DEVICES SHOWN IN GREY ARE EXISTING TO REMAIN.
ELECTRICAL DEVICES SHOWN IN BLACK/DASHED WITH A '(D)' ARE TO BE
DEMOLISHED, UNO. FOR DEVICES
NOTED TO BE DEMOLISHED, ELECTRICAL CONTRACTOR SHALL REMOVE IN
ENTIRETY, INCLUDING ASSOCIATED BRANCH CIRCUIT BACK TO SOURCE OR
NEAREST UPSTREAM LIVE DEVICE, OR DISCONNECT UNUSED WIRING AND
CAP-OFF IN ASSOCIATED J-BOX(ES) IN A SAFE AND CODE-COMPLIANT
MANNER.
D. PATCH/REPAIR ALL HOLES IN FLOOR, WALLS, AND DECK RESULTING FROM
DEMOLITION WORK AS REQUIRED.
No. 60006 PE
RYAN P.
MARONEY
M O NTANA
LICENS E DPRO
F
ESSIONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architec t s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:42:16 AMPermit / Bidding DrawingsAugust 26, 2022
ED102
DEMOLITION
LIGHTING PLAN
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
JLG
RPM
Permit / Bidding Drawings
1/8" = 1'-0"1 DEMOLITION LIGHTING PLAN
Reference
North
63
FJ
J
J
J
J
M
J
M
M
ODO
ODOODOJ
M
J MJ MJ
J
1 4
D
F
B
A
3 52
C
E
(R) C
(R) D
GFI
GFI
GFI
GFI
GFI
GFI
GFI
GFI
GFI
GFI
GFI
GFI
GFI
GFI
GFI
UH-1
FN-1
EF-1
1
1
1
E-4
E-6
E-8E-3
E-3
E-3
E-5
E-5
E-5
E-5
E-7
E-7 E-7
E-7 E-7
Office 1
05
Office 2
06
E.
Corridor
04
Storage
07
Garage
08W.
Corridor
02
Reception
03
Entry
09
E-9 E-9
E-9
E-9E-9
E-11
E-11
E-15
E-2
E-2
E-15
E-15
E-2
E-2
GFI
WP
E-15
E
E-13
E-10
E-12
CU-1
E-14,16EH-1
C-2
CH-4
CH-3
CH-2
WH-A
CH-5
EF-3
EF-2
CH-1
6
GFI
GFI
E-15
E-2
2
2
3
3
3
3
3
3
3
S
S
S
S
S
S
S
SS
4 4
GFI
WR
E-15
GFI
E-15
5
48"
48"
48"
48"
48"
48"48"
48"
DEVICES MARKED WITH KEYNOTE #3 SHALL
BE SHIFTED TO ALTERNATE BID AREA
ACCORDINGLY IF ALTERNATE BID IS
ACCEPTED.
GFI
WR
6
GENERAL ELECTRICAL NOTES
A. IT IS ABSOLUTELY NECESSARY FOR ALL TRADES INVOLVED TO COORDINATE
WITH EACH OTHER AND VERIFY THAT THERE ARE NO CONFLICTS IN
LOCATION OF DUCTS, CONDUITS, DIFFUSERS, BOXES, AND OTHER ITEMS
THROUGHOUT THIS PROJECT BEFORE FINAL PLACEMENT OF MATERIALS.
B. ELECTRICAL CONTRACTOR IS RESPONSIBLE FOR ALL CUTTING OF FLOORS,
WALLS, CEILINGS, AND ROOFS TO PERFORM THE REQUIRED WORK
DEPICTED IN THESE DOCUMENTS. THE CONTRACTOR IS RESPONSIBLE FOR
ALL PATCHING OF HOLES TO THE SATISFACTION OF THE
ARCHITECT/ENGINEER.
C. LOW VOLTAGE CABLES (LIGHTING CONTROLS) ABOVE ACCESSIBLE
CEILINGS SHALL BE SUPPORTED USING J-HOOKS AT INTERVALS NOT TO
EXCEED 48" OC, UNO.
D. ELECTRICAL DEVICES SHOWN IN GREY ARE EXISTING TO REMAIN. DEVICES
SHOWN IN BLACK ARE NEW, UNLESS NOTED OTHERWISE.
No. 60006 PE
RYAN P.
MARONEY
M O NTANA
LICENS E DPRO
F
ESSIONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architec t s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:42:15 AMPermit / Bidding DrawingsAugust 26, 2022
E101
POWER AND
SIGNAL PLAN
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
JLG
RPM
Permit / Bidding Drawings
1/8" = 1'-0"1 POWER AND SIGNAL PLAN
1 COORDINATE LOCATION OF CEILING MOUNTED RECEPTACLE WITH
OVERHEAD DOOR SUPPLIER PRIOR TO ROUGH-IN. PROVIDE ALL CONDUIT
REQUIRED FOR OHD CONTROL BUTTON, SENSORS, ETC. ROUTE BACK TO
DOOR OPENER IN 1/2"C. COORDINATE WITH DOOR INSTALLER & INSTALL
PER MANUFACTURER REQUIREMENTS.
2 PROVIDE DEVICE AS PART OF ALTERNATE BID.
3 RELOCATE DEVICE AS NECESSARY IF ALTERNATE BID IS ACCEPTED.
4 RECEPTACLES IN THIS SPACE TO BE SPLIT WIRED WITH TOP RECEPTACLE
CONTROLLED VIA OCCUPANCY SENSORS. SEE SHEET E102 AND DETAIL
3/E004 FOR OCCUPANCY SENSORS CONTROL. ROUTE CIRCUIT FOR TOP
RECEPTACLE VIA PLUG LOAD CONTROLLER TIED TO LIGHTING CONTROL
SYSTEM AND PROVIDE UNSWITCHED HOT TO BOTTOM RECEPTACLE.
5 UPON COMPLETION OF WORK, PROVIDE A NEW PANEL SCHEDULE FOR
EXISTING PANELBOARD, UPDATED BASED ON AS-BUILT CONDITIONS WITH
ACCURATE BRANCH CIRCUIT LABELS AND DESCRIPTIONS.
6 EXTEND EXISTING CIRCUIT FEEDING DEMOLISHED EXTERIOR OUTLET TO
NEW EXTERIOR OUTLET LOCATION.
KEY NOTES:#
Reference
North
64
3
33 33
3
3
3
3
3T33
3333
LVD LVD
LVDLVDLVDOS OS
OS OS
OS
OS
OS
OS OS
OS OS
R2
R2
R1
R2
OS LVD
OS
OS
OS
R2PL
PL
1 4
D
F
B
A
3 52
C
E
C1 C1 C1 C1 C1 C1
C1C1C1C1
C1
C1
C1
C1
C1
C1
C1
C1
C1
C1
F1 F1 F1 F1
F1 F1 F1 F1
F1 F1 F1 F1
EL1
EL1
X1
EL1
EL1
EL1
E1
E2
E2
E2
(R) C
(R) D
X1
Office 1
05 Office 2
06
Garage
08
Storage
07
E.
Corridor
04
W.
Corridor
02
E-1 E-1 E-1 E-1 E-1
E-1 E-1
E-1E-1E-1
E-1
E-1
E-1
E-1
E-1
E-1 E-1 E-1 E-1
E-1 E-1 E-1 E-1
E-1
E-1
E-1
E-1
E-1
E-1 E-1 E-1 E-1
E-1E-1E-1
E-1 E-1 E-1 E-1
E-1 E-1
E-1
1
E
22
2
3
4
C1
4 E3
6
F1 F1
F1 F1
F1 F1
E-1 E-1
E-1 E-1
E-1 E-1
E-1
E-1
EL1
EL15
5
5
5
55
55
5
5
6
6
6
6
6
6
7
1
8
8
99
9
9
DEVICES MARKED WITH KEYNOTE #6 SHALL
BE SHIFTED TO ALTERNATE BID AREA
ACCORDINGLY IF ALTERNATE BID IS
ACCEPTED.
GENERAL ELECTRICAL NOTES
A. IT IS ABSOLUTELY NECESSARY FOR ALL TRADES INVOLVED TO COORDINATE
WITH EACH OTHER AND VERIFY THAT THERE ARE NO CONFLICTS IN
LOCATION OF DUCTS, CONDUITS, DIFFUSERS, BOXES, AND OTHER ITEMS
THROUGHOUT THIS PROJECT BEFORE FINAL PLACEMENT OF MATERIALS.
B. ELECTRICAL CONTRACTOR IS RESPONSIBLE FOR ALL CUTTING OF FLOORS,
WALLS, CEILINGS, AND ROOFS TO PERFORM THE REQUIRED WORK
DEPICTED IN THESE DOCUMENTS. THE CONTRACTOR IS RESPONSIBLE FOR
ALL PATCHING OF HOLES TO THE SATISFACTION OF THE
ARCHITECT/ENGINEER.
C. LOW VOLTAGE CABLES (LIGHTING CONTROLS) ABOVE ACCESSIBLE
CEILINGS SHALL BE SUPPORTED USING J-HOOKS AT INTERVALS NOT TO
EXCEED 48" OC, UNO.
D. ELECTRICAL DEVICES SHOWN IN GREY ARE EXISTING TO REMAIN. DEVICES
SHOWN IN BLACK ARE NEW, UNLESS NOTED OTHERWISE.
No. 60006 PE
RYAN P.
MARONEY
M O NTANA
LICENS E DPRO
F
ESSIONA L E N G INEERTHE ADJACENT SAMPLES SHOW THREE LEVELS OF SHADING. SETTINGS FOR VIEWING AND PRINTING CONTENT ARE OPTIMIZED WHEN ALL THREE DOTS ARE VISIBLE. THIS GUIDANCE IS FOR REFERENCE ONLY.BLACKDARK GRAYLIGHT GRAYCopyright 2021 Hennebery Eddy Architects, Inc.
Sheet:
Date:
HEA Project no.
FOR PERMIT REVIEW ONLY
REGULATORY COMMENTS WILL
BE INCORPORATED PRIOR TO
ISSUANCE FOR
CONSTRUCTION
Drawn by:
Checked by:
Revisions:
921 SW WASHINGTON STREET SUITE
250
PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
www.henneberyeddy.com
Inc .
Hennebery E dd y
Architec t s
BIM 360://21_111 - City of Bozeman Solid Waste Facility/COB SW Addition - MEP_R20.rvt8/26/2022 11:42:16 AMPermit / Bidding DrawingsAugust 26, 2022
E102
LIGHTING PLAN
Office Remodel and
Garage Addition
2143 Story Mill Road
City of Bozeman -Solid Waste
Facility
21 1111
JLG
RPM
Permit / Bidding Drawings
1/8" = 1'-0"1 LIGHTING PLAN
1 CIRCUIT NEW EXTERIOR LIGHTING TO EXISTING CIRCUIT (C-3) SERVING
EXTERIOR LIGHTING. CIRCUIT IS ROUTED THROUGH EXISTING SUNSET
IN-WALL TIMER LOCATED IN ENCLOSURE NEXT TO PANEL C.
2 SPACE SHALL BE CONFIGURED FOR MANUAL ON CONTROL. OCCUPANCY
SENSOR(S) SHALL PROVIDE AUTO OFF CONTROL. MANUAL SWITCH(ES)
WHERE PRESENT SHALL PROVIDE FULL DIMMING OVERRIDE.
3 SPACE SHALL BE CONFIGURED FOR AUTO ON CONTROL AT 50% OUTPUT.
OCCUPANCY SENSOR(S) SHALL PROVIDE AUTO OFF CONTROL. MANUAL
SWITCH(ES) SHALL PROVIDE FULL DIMMING OVERRIDE.
4 SPACE SHALL BE CONFIGURED FOR AUTO ON CONTROL. OCCUPANCY
SENSOR(S) SHALL PROVIDE AUTO OFF CONTROL.
5 PROVIDE DEVICE AS PART OF ALTERNATE BID.
6 RELOCATE DEVICE AS NECESSARY IF ALTERNATE BID IS ACCEPTED.
7 EXTEND NEAREST UNSWITCHED LIGHTING CIRCUIT TO SERVE NEW LIGHT
FIXTURE, VIA NEW CONTROLS SHOWN IN KEYNOTE 4.
8 PROVIDE PLUG LOAD CONTROLLER FOR CONTROL OF SWITCHED
RECEPTACLES IN SPACE. SEE SHEET E101 AND DETAIL 3/E004 FOR
ADDITIONAL INFORMATION.
9 MOUNT ROOM CONTROLLER(S) IN NEARBY BACK OF HOUSE SPACE (I.E.
STORAGE OR GARAGE). DO NOT MOUNT ROOM CONTROLLERS IN FINISHED
SPACES OR ATTIC SPACE.
KEY NOTES:#
Reference
North
65
Memorandum
REPORT TO:City Commission
FROM:Lynn Hyde, Planner
Brian Krueger, Development Review Manager
Erin George, Deputy Director of Community Development
Anna Bentley, Director of Community Development
SUBJECT:Authorize the Mayor to Sign the Urban + Farm Phase 1 Major Subdivision
Preliminary Plat Findings of Fact and Order, Application 22082 (Quasi-
judicial)
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Community Development - Quasi-Judicial
RECOMMENDATION:Approve and authorize the Mayor to sign the Urban + Farm Phase 1
Subdivision Preliminary Plat Findings of Fact and Order. (Quasi-Judicial)
STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning,
ranging from building design to neighborhood layouts, while pursuing urban
approaches to issues such as multimodal transportation, infill, density,
connected trails and parks, and walkable neighborhoods.
BACKGROUND:The City Commission passed a motion to approve this major subdivision
preliminary plat, subject to conditions of approval and code provisions,
unanimously (5-0) on February 28, 2023. Based on this decision, staff has
attached the Findings of Fact and Order for the Mayor's signature. The
Urban + Farm Phase 1 Subdivision is a major subdivision to subdivide 8.73
acres into 31 residential lots, 4 common open space lots, and 1 public park
lot with associated stormwater, open space, easements and right-of-way.
The property is currently vacant and zoned R-5, Residential Mixed-Use High
Density District. Pursuant to Sec. 38.240.150.D of the Bozeman Municipal
Code (BMC), within 30 working days of the final action to approve, deny, or
approve with conditions a subdivision, the City Commission must issue
written findings of fact as required in MCA 76-3-620 that discuss and weigh
the applicable criteria pursuant to 76-3-623 as well as compliance with other
laws and regulations applicable to the subdivision.
UNRESOLVED ISSUES:None
ALTERNATIVES:None suggested
FISCAL EFFECTS:Fiscal impacts are undetermined at this time, but will include increased
property tax revenue from new development, along with increased costs to
66
deliver municipal services to the property.
Attachments:
Findings and Facts for Commission Urban Farm Phase 1 PP
22082, Final.pdf
Report compiled on: March 17, 2023
67
City Commission Findings of Fact and Order Staff Report for Urban + Farm Phase 1 Major Subdivision
Preliminary Plat; 22082
Page 1 of 27
Bozeman City Commission Findings of Fact and Order Staff Report for the
Urban + Farm 1 Major Subdivision Preliminary Plat; Application No. 22082
Public Meeting / Hearing Dates:
Community Development Board acting in their capacity as the Planning Board,
considered the application at their February 6, 2023 meeting and the motion
recommending conditional-approval passed unanimously 5-0. The full meeting can be
viewed here: Community Development Board Meeting.
City Commission public hearing was held at their Tuesday, February 28, 2023 meeting
and the motion to conditionally-approve the Urban + Farm Major Subdivision
Preliminary Plat passed unanimously 5-0. The full meeting can be viewed here: City
Commission Meeting.
Project Description: A major preliminary plat subdivision application of 8.73 acres that
includes 31 residential lots, 4 common open space lots, and 1 public park lot.
Project Location: The property is legally described as Lot R2A of Norton East Ranch
Subdivision, Phase 4 located in the NE ¼ of the SW ¼ of Section 9, Township 2 South,
Range 5 East, P.M.M., City of Bozeman, Gallatin County, Montana.
Staff Finding: The application conforms to standards and is sufficient for approval with
conditions and code provisions.
Recommended City Commission Motion: Having reviewed and considered the application
materials, public comment, and all the information presented, I hereby adopt the findings
presented in the Findings of Fact and Order staff report for application 22082 and move
to approve the Urban + Farm Major Subdivision Preliminary Plat with conditions and
subject to all applicable code provisions.
Report Date: March 16, 2023
Staff Contact: Lynn Hyde, Development Review Planner
Cody Flammond, Project Engineer
Agenda Item Type: Action (Quasi-judicial)
68
City Commission Findings of Fact and Order for Urban + Farm Phase 1 Major Subdivision Preliminary Plat;
22082 Page 2 of 27
EXECUTIVE SUMMARY
This report is based on the application materials submitted and public comment received to date.
The application materials are available in the City’s Laserfiche archive and may be accessed
through the Community Development viewer as well. No public comments have been received
as of the writing of this report. Should written public comments be received they will be included
in the City’s Laserfiche archive and available to the public.
Unresolved Issues.
There are no unresolved issues with this application.
Project Summary
The Department of Community Development received a Preliminary Plat application on March
4, 2022 requesting to subdivide 8.73 acres to create 31 residential lots, 4 common open space
lots and 1 public park lot. The site is currently vacant. The property will have access from the
continuation of Fallon Street to the east, and South Reliance Avenue and South Eldorado Avenue
to the north. The property is zoned R-5, Residential Mixed-Use High Density District.
On January 10, 2023 the Development Review Committee (DRC) found the application
sufficient for continued review and recommends approval with the conditions and code
provisions identified in this report.
The subdivider did not request any subdivision or zoning variances with this application. The
City did not receive any written public comment on the application as of the writing of this
report.
The final decision for this preliminary plat must be made by March 2, 2023 and the City
Commission conditionally-approved the preliminary plat on February 28, 2023.
The Community Development Board acting in their capacity as the Planning Board, considered
the application at their February 6, 2023 meeting and the motion recommending approval passed
unanimously 5-0. The full meeting can be viewed here: Community Development Board
Meeting. The Board votes on the item at 18:30.
On February 28, 2023, after the City Commission reviewed and considered the application
materials, staff report, advisory review board recommendations, public comment, and all the
information presented, they made individual findings and voted 5-0 in favor of approving the
application. The Commission agreed the application met the criteria established by the Bozeman
Municipal Code. Therefore, the application was approved with conditions and applicable code
provisions outlined in these findings.
No public comment was received during the public comment period.
The City Commission’s review, deliberation and findings may be found under the linked minutes
and recoded video of the meetings located at the below link, filed under February 28, 2023.
69
City Commission Findings of Fact and Order for Urban + Farm Phase 1 Major Subdivision Preliminary Plat;
22082 Page 3 of 27
The full meeting can viewed here: City Commission Meeting
Alternatives
1. Approve the application with the recommended conditions and code provisions.
2. Approve the application with clarifications and/or corrections or minor modifications to
the staff-recommended conditions and applicable code provisions.
3. Deny the application based on the Commission’s findings of non-compliance with the
applicable criteria contained within the staff report; or
4. Continue the public hearing on the application, with specific direction to staff or the
subdivider to supply additional information or to address specific items.
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TABLE OF CONTENTS
EXECUTIVE SUMMARY ............................................................................................................ 2
Unresolved Issues. .............................................................................................................. 2
Project Summary ................................................................................................................. 2
Alternatives ......................................................................................................................... 3
SECTION 1 – MAP SERIES .......................................................................................................... 5
SECTION 2 – REQUESTED VARIANCES ............................................................................... 10
SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL .......................................... 10
SECTION 4 – CODE REQUIREMENTS .................................................................................... 11
SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS ............................................ 14
SECTION 6 – STAFF ANALYSIS and findings ......................................................................... 14
Applicable Subdivision Review Criteria, Section 38.240.150.B, BMC. .......................... 15
38.220.060 Documentation of compliance with adopted standards ................................. 17
SECTION 7 – FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS ......................... 22
APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY..................................... 24
APPENDIX B – DETAILED PROJECT DESCRIPTION .......................................................... 26
APPENDIX C – NOTICING AND PUBLIC COMMENT ......................................................... 26
APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF ................................. 26
FISCAL EFFECTS ....................................................................................................................... 27
ATTACHMENTS ......................................................................................................................... 27
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SECTION 1 – MAP SERIES
Exhibit 1 – Zoning
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Preliminary Plat; 22082
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Exhibit 2 – Community Plan 2020 Future Land Use
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Preliminary Plat; 22082
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Exhibit 3 – Current Land Use
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Exhibit 4 – Preliminary Plat
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Exhibit 5 – Landscaping Plan
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Page 10 of 27
SECTION 2 – REQUESTED VARIANCES
The subdivider did not request any subdivision or zoning variances with this preliminary plat
application.
SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL
Please note that these conditions are in addition to any required code provisions identified in this
report. These conditions are specific to this project.
Recommended Conditions of Approval:
1. In accordance with BMC 38.240.100, the applicant has chosen review of this subdivision
under the terms of 76-3-623 MCA; therefore, the applicant is obligated to complete the
construction of the approved subdivision in accordance with the approved application and
any applicable requirements in Montana law, administrative rules, municipal code, and
design standards.
2. The final plat must contain the following notations on the conditions of approval sheet, as
well as it must be placed within the property owners covenants, conditions and
restrictions (CC&R) document:
a. In order to meet the density requirements found within the R-5 zoning district, the
lots legally described as Block 2, Lot 1-10 are set aside for multi-household
development. These lots must be developed with a minimum of four units each on
Lots 1-5 and 7-10 and seven units each on Lot 6 (or as otherwise required by the
zoning district at the time of site plan application in order to ensure the entire
subdivision reaches the minimum density threshold of eight dwelling units per
acre in the R-5 zoning district).
b. Block 1, Lot 1-10 and Block 2, Lot 1-4 are designed to orient the front of the lot
and future buildings towards lots Open Space A & Open Space C. Future
development is required to place the functional front of the building and primary
façade towards the Open Space lots. Setbacks will be determined with the
northern lot line as the front setback, and the southern setback measured from the
alley. In addition to homes fronting on the Common Open Space, each home is
required to have a pedestrian connection from the primary/northern facing façade
towards the east west pedestrian pathway that runs through the Open Space A &
C.
c. Block 1, Lot 11-21 and Block 2, Lot 7-10 have vehicular access from the northern
alley, Planter Place. Future development on these lots are required to take
vehicular access from Planter Place and not have curb cuts along Fallon Street
unless the City determines it is in the best interest of the community to allow it, in
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order to maintain unbroken sidewalks and further the walkability of the
neighborhood.
3. In order to mitigate user conflicts, a fence is required along the western property
boundary to ensure park users do not encroach onto the conservation easement. The fence
design must be submitted to the Director of Community Development for review prior to
installation, and the applicant is encouraged to coordinate with the property owner of the
conservation easement to the west.
4. Due to known high groundwater, a condition shall be placed on the final plat that states,
“Due to known high groundwater conditions in the area no basements will be permitted
with future development of the site. No crawl spaces will be permitted with future
development of the site, unless a professional engineer registered in the State of Montana
certifies that the lowest point of any proposed structure is located above the seasonal high
groundwater level and provide supporting groundwater data prior to the release of
building permit. In addition, sump pumps are not allowed to be connected to the sanitary
sewer system. Sump pumps are also not allowed to be connected to the drainage system
unless capacity is designed into the drainage system to accept the pumped water. Water
from sump pumps may not be discharged onto streets, such as into the curb and gutters
where they may create a safety hazard for pedestrians and vehicles."
5. The applicant must provide and file with the County Clerk and Recorder's office executed
Waivers of Right to Protest Creation of Special Improvement Districts (SID's) on City
standard record Form prior to final plat approval.
SECTION 4 – CODE REQUIREMENTS
1. Sec. 38.100.080 – Compliance with regulations required. The applicant is advised that unmet code provisions, or code provisions that are not specifically listed as conditions of approval, does not, in any way, create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code or state law.
2. Sec. 38.220.070.A
a. Simultaneously with filing of the final plat, in conjunction with required or offered dedications, the subdivider (or owner of the property being subdivided if the owner is not the subdivider) shall transfer ownership to the property owners’ association (POA) of any open space proposed to be conveyed to the POA and all
its right, title, and interest in any improvements made to such parkland or open space. For the transfer of real property, the subdivider or owner of the property shall submit with the application for final plat a warranty deed or other instrument acceptable to the City Attorney transferring fee simple ownership to the POA and associated realty transfer certificate. The subdivider or owner of the property
must record the deed or instrument at the time of recording of the final plat. For personal property installed upon open space owned by the property owners association, the subdivider shall provide an instrument acceptable to the City
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Attorney transferring all its rights, title and interest in such improvements
including all applicable warranties to such improvements.
3. Sec. 38.240.150. Final plat application. a. The plat shall conform to all requirements of the Bozeman Municipal Code and the Uniform Standards for Final Subdivision Plats (24.183.1107 ARM) and must be accompanied by all required documents, including certification from the City
Engineer that as-built drawings for public improvements were received, a platting
certificate, and all required and corrected certificates. 4. Sec. 38.240.150.A.3.d. Transfer of ownership of public land, off-site land, personal property, improvements and water rights documents required. a. For the transfer of real property in satisfaction of required or offered dedications
to the City, and required or offered donations or grants to the POA, the subdivider or owner of the property must submit with the application for final plat a warranty deed or other instrument acceptable to the city attorney transferring fee simple ownership to the City or the POA. b. For the transfer of personal property installed upon POA-owned open space, the
subdivider must provide the City an instrument acceptable to the City Attorney transferring all its rights, title and interest in such improvements including all applicable warranties to such improvements to the City or the POA. c. The subdivider or owner of the property must record the deed or instrument transferring ownership or interest at the time of recording of the final plat with the
original of such deed or instrument returned to the City or POA as applicable. d. For the transfer of ownership interest in water, the subdivider or owner of the property must submit with the application for final plat a deed or other instrument acceptable to the City Attorney transferring ownership to the City or POA, along with all required state department of natural resources and conservation
documentation, certification and authorization.
5. Sec. 38.400.070 Street Lighting a. Subdivision lighting special improvement lighting district (SILD) information shall be submitted to the City and the district formed after preliminary plat approval in hard copy and digital form. Any final plat application will not be
deemed complete until the resolution to create the SILD has been approved by the City Commission. The initial adoption of the special improvement lighting district shall include the entire area of the preliminary plat. The approval to create or annex to an existing SILD shall be granted prior to Final Plat Approval. 6. Sec. 38.410.060. - Easements. a. All Easements indicated below must be provided on City standard easements templates. Drafts must be prepared for review and approval by the City. Signed hard copies of the easements must be submitted to the City prior final plat approval. The applicant may contact the review engineer to receive standard templates.
b. The applicant must provide a ten foot utility easement (power, gas, communication, etc.) along the developments property frontage. Where the lots front Open Space A and Open Space C, the easement must be provided along the rear of the lot, adjacent to Planter Place.
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c. The final plat must provide all necessary utility easements and they must be
described, dimensioned and shown on each subdivision block of the final plat in
their true and correct location.
7. Sec. 38.410.070.A
a. As presented, wastewater generated from the subject property will flow into the
existing Norton Ranch Lift Station (NRLS). The subject property was not
originally allocated capacity at the lift station. The NRLS does not currently meet
DEQ firm capacity requirements. A lift station design report has been completed
by HDR Engineering, Inc. to allow for phased upgrades to the NRLS including
the subject property. The lift station must be upgraded in accordance with the
HDR design report prior to Final Plat approval.
8. Sec. 38.410.130.C.2 - Water Adequacy.
a. Compliance with this section is deferred for the following developments until the
occurrence of future development if the applicant records a notice of restriction on
future development in a form acceptable to the review authority with the Gallatin
County Clerk and Recorder: The applicant must contact the City Engineering
Department to obtain a determination of cash-in-lieu of water rights (CILWR).
CILWR must be paid prior to final plat approval.
9. Sec. 38.400.060 – Street Improvement Standards.
a. The applicant stated in the Traffic Impact Statement (TIS) that the Fallon Street
and Cottonwood Road intersection will fall below the level of service standards
defined in 38.400.060 and the intersection will require improvements. These
improvements are scheduled within three years in the City’s Capital
Improvements Plan and are eligible for payment of cash-in-lieu of capital
facilities. Prior to final plat approval, the applicant must pay the development’s
proportionate share of the improvement’s costs.
10. Sec. 38.400.090 Access
a. The applicant shall place the following condition of approval on this sheet prior to
final plat approval. "Lot access must be constructed to the standard set forth by
the City of Bozeman Design Standards and Specifications Policy and the City of
Bozeman Modifications to the State Public Works Standard Specifications per
Bozeman Municipal Code requirements.”
b. The applicant shall place the following condition of approval on this sheet and
callout the no access strip on the plat prior to final plat approval. "A 1-foot no
access strip shall be placed along all lots fronting on Laurel Parkway."
11. Sec. 38.420 Parks
a. A preconstruction meeting with the Parks Division and Forestry is required prior
to any site work. Applicants must provide the most recent park plans and request
a meeting at least 30 days prior to commencement of parkland construction.
b. Well and water connection must be installed to irrigate parkland if the south
development has not constructed the well yet. Any part of a City owned and
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maintained irrigation system that is located on private property shall be contained
within a public irrigation easement. The easement shall be acceptable to the City
and filed with the Gallatin County Clerk & Recorder prior to final plat approval.
c. Prior to the City’s final acceptance of public park improvements or public street
improvements, the applicant shall ensure that the City obtains ownership, free
from any defects in title as determined by the City, of any irrigation water rights
appurtenant to those City parks or City streets.
d. If an exempt well is proposed to provide irrigation water supply for the
development, a written determination from DNRC shall be provided prior to final
plat approval indicating that the proposed exempt water use is allowable under
applicable state law governing the use of exempt wells.
e. Applicant to include this note on the final plat: “Private utilities are not allowed
within parkland unless otherwise approved by the Director of Parks and
Recreation.”
f. Approval of the park plan amendment and construction drawings by the Parks and
Recreation Director is required prior to the pre-construction meeting. Provide the
following corrections with your submittal:
1. Design site amenities and trees to be outside of the 10' existing
draintile maintenance easement. There is one bench within the
easement that must be removed.
ii. Adjust irrigation mainline material to be PVC Sch 40 material on sheet IR-
1.
g. Applicant must include this note on the conditions of approval sheet of the final
plat if parkland has not been fully accepted by the parks department prior to final
plat review: “Although an easement or parkland dedication is required at the time
of Final Plat, the Parks and Recreation Department does not assume maintenance
responsibility for parkland and improvements until the following have been
completed after Final Plat: 1) the constructed park meets requirements of
38.420.080 and the approved park master plan, 2) all conditions of approval for
the subdivision or park master plan are completed, and 3) written
acknowledgement of final acceptance has been provided by the City.”
SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS
The Department of Community Development received a Preliminary Plat application on March
4, 2022 requesting to subdivide 8.73 acres to create 31 residential lots, 4 common open space
lots and 1 public park lot. The site is currently vacant. The property will have access from the
continuation of Fallon Street to the east, and South Reliance Avenue and South Eldorado Avenue
to the north. The property is zoned R-5.
On January 10, 2023 the Development Review Committee (DRC) found the application
sufficient for continued review and recommends approval with the conditions and code
provisions identified in this report.
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The subdivider did not request any subdivision or zoning variances with this application. The
City did not receive any written public comment on the application as of the writing of this
report.
The final decision for this preliminary plat must be made by March 2, 2023. The Community
Development Board acting in their capacity as the Planning Board, considered the application at
their February 6, 2023 meeting and the motion recommending approval passed unanimously 5-0.
The full meeting can be viewed here: Community Development Board Meeting. The Board votes
on the item at 18:30.
On February 28, 2023, after the City Commission reviewed and considered the application
materials, staff report, advisory review board recommendations, public comment, and all the
information presented, they made individual findings and voted 5-0 in favor of approving the
application. The Commission agreed the application met the criteria established by the Bozeman
Municipal Code. Therefore, the application was approved with conditions and applicable code
provisions outlined in these findings.
No public comment was received during the public comment period.
The City Commission’s review, deliberation and findings may be found under the linked minutes
and recoded video of the meetings located at the below link, filed under February 28, 2023.
The full meeting can viewed here: City Commission Meeting
SECTION 6 – STAFF ANALYSIS AND FINDINGS
Analysis and resulting recommendations are based on the entirety of the application materials,
municipal codes, standards, plans, public comment, and all other materials available during the
review period. Collectively this information is the record of the review. The analysis in this
report is a summary of the completed review.
Applicable Subdivision Review Criteria, Section 38.240.150.B, BMC.
In considering applications for subdivision approval under this title, the advisory board shall
consider the following:
1) Compliance with the survey requirements of Part 4 of the Montana Subdivision and
Platting Act
The preliminary plat was prepared in accordance with the surveying and monumentation
requirements of the Montana Subdivision and Platting Act by a Professional Engineer registered
in the State of Montana. As noted in the code requirements, the final plat must comply with State
statute, Administrative Rules of Montana, and the Bozeman Municipal Code.
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2) Compliance with the local subdivision regulations provided for in Part 5 of the Montana
Subdivision and Platting Act
The final plat must comply with the standards identified and referenced in the Bozeman
Municipal Code. The subdivider is advised that unmet code provisions, or code provisions not
specifically listed as a condition of approval, do not, in any way, create a waiver or other
relaxation of the lawful requirements of the Bozeman Municipal Code or State law. Sections 3
and 4 of this report identify conditions and code provisions necessary to meet all municipal
standards. The listed code requirements address necessary documentation and compliance with
standards. Therefore, upon satisfaction of all conditions and code corrections the subdivision will
comply with the subdivision regulations.
3) Compliance with the local subdivision review procedures provided for in Part 6 of the
Montana Subdivision and Platting Act
The Bozeman Community Development Board, acting in their capacity as the Planning Board,
held a public meeting which was properly noticed in accordance with the Bozeman Municipal
Code. Based on the recommendation of the Development Review Committee (DRC) and other
applicable review agencies, the recommendation of the Planning Board, as well as any public
testimony received on the matter, the City Commission will make the final decision on the
subdivider’s request.
The subdivider requested review of this subdivision under the terms of 76-3-623 MCA as
authorized in 38.240.100. Subdivisions reviewed under the terms of 76-3-623 may not include
variances or other instances of lack of compliance to standards and procedures.
The Department of Community Development received a preliminary plat application on March
4, 2022. The DRC reviewed the preliminary plat application and determined the submittal did
not contain detailed, supporting information that was sufficient to allow for the continued review
of the proposed subdivision on April 18, 2022.
Revised applications were received on May 19, 2022, June 08, 2022, September 16, 2022, and
December 16, 2022. The DRC determined the application was adequate for continued review on
January 10, 2023 and recommended conditions of approval and code corrections for the staff
report.
The City scheduled public notice for this application for publication in the legal advertisements
section of the Bozeman Daily Chronicle on Friday, February 3, 2023 for postings on Sundays,
February 5 and February 12, 2023. The applicant posted public notice on the subject property on
February 5, 2023. The applicant sent public notice to physically adjacent landowners via
certified mail, and to all other landowners of record within 200-feet of the subject property via
first class mail, on February 3, 2023. No public comment had been received on this application
as of the writing of this report.
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On February 16, 2023 this major subdivision staff report was completed and forwarded with a
recommendation of approval to the City Commission.
4) Compliance with Chapter 38, BMC and other relevant regulations
Community Development staff and the DRC reviewed the preliminary plat against all applicable
regulations and the application complies with the BMC and all other relevant regulations with
conditions and code corrections. This report includes Conditions of Approval and required code
provisions as recommended by the DRC for consideration by the City Commission to complete
the application processing for final plat approval. All municipal water and sewer facilities will
conform to the regulations outlined by the Montana Department of Environmental Quality and
the requirements of the Design Standards and Specifications Policy and the City of Bozeman
Modifications to Montana Public Works Standard Specifications.
Per BMC 38.270.030, the development is not eligible for concurrent construction.
5) The provision of easements to and within the subdivision for the location and installation
of any necessary utilities
The final plat will provide and depict all necessary utilities and required utility easements. Code
requirement No. 3, requires that all easements, existing and proposed, must be accurately
depicted and addressed on the final plat and in the final plat application. Public utilities are
located within dedicated street right of ways.
6) The provision of legal and physical access to each parcel within the subdivision and the
notation of that access on the applicable plat and any instrument transferring the parcel
The final plat will provide legal and physical access to each parcel within the subdivision. All of
the proposed lots will have frontage on public streets or common open space constructed to City
standards with lot frontage meeting minimum standards as shown on the preliminary plat.
38.220.060 Documentation of compliance with adopted standards
The Development Review Committee (DRC) completed a subdivision pre-application plan
review on January 04, 2022 and no variances were requested. The applicant requested and was
granted waivers for floodplains, vegetation, wildlife, historical features, agriculture, and
agricultural water user facilities. The applicant requested and was not approved a waiver for
surface water.
Staff offers the following summary comments on the documents required with Article
38.220.060, BMC.
38.220.060.A.1 – Surface water
This subdivision will not significantly impact surface water. There are no existing watercourses
on site.
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38.220.060.A.2 - Floodplains
No mapped 100-year floodplains impact the subject property. A waiver for floodplains was
granted during the Pre-Application process.
38.220.060.A.3 – Groundwater
Due to known high groundwater, a conditional shall be placed on the final plat that states, “Due
to known high groundwater conditions in the area no basements will be permitted with future
development of the site. No crawl spaces will be permitted with future development of the site,
unless a professional engineer registered in the State of Montana certifies that the lowest point of
any proposed structure is located above the seasonal high groundwater level and provide
supporting groundwater data prior to the release of building permit. In addition, sump pumps are
not allowed to be connected to the sanitary sewer system. Sump pumps are also not allowed to be
connected to the drainage system unless capacity is designed into the drainage system to accept
the pumped water. Water from sump pumps may not be discharged onto streets, such as into the
curb and gutters where they may create a safety hazard for pedestrians and vehicles." Refer to
Conditions of Approval 4.
38.220.060.A.4 - Geology, Soils and Slopes
This subdivision will not significantly impact the geology, soils or slopes. No significant
geological features or slopes exist on the site.
38.220.060.A.5 - Vegetation
This subdivision will not significantly impact vegetation. No critical plant communities
identified on site. A waiver for vegetation was granted during the Pre-Application process.
38.220.060.A.6 - Wildlife
This subdivision will not significantly impact wildlife. A waiver for wildlife was granted during
the Pre-Application process.
38.220.060.A.7 - Agriculture
This subdivision will not impact agriculture. A waiver for agriculture was granted during the
Pre-Application process.
38.220.060.A.8 - Agricultural Water User Facilities
This subdivision will not impact agricultural water user facilities. There are no active agricultural
water use facilities located within the development. The area is zoned for residential and is
surrounded partially by residential development.
38.220.060.A.9 - Water and Sewer
The subdivision will not significantly impact city water and sewer infrastructure. Water and
sewer improvements will be designed to meet City of Bozeman Standards and State Department
of Environmental Quality Standards and Regulations. Utilities will be extending existing water
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main and sewer mains from Fallon Street from the east, and South Eldorado Ave and South
Reliance Ave from the north. As presented, wastewater generated from the subject property will
flow into the existing Norton Ranch Lift Station (NRLS). The subject property was not originally
allocated capacity at the lift station. The NRLS does not currently meet DEQ firm capacity
requirements. A lift station design report has been completed by HDR Engineering, Inc. to allow
for phased upgrades to the NRLS including the subject property. The lift station must be
upgraded in accordance with the HDR design report prior to Final Plat approval. Refer to Code
Requirement 7.
38.220.060.A.10 - Stormwater Management
The subdivision will not significantly impact stormwater infrastructure. A stormwater
management plan was provided and found in compliance with division 38.270 and the City
adopted stormwater master plan. The stormwater maintenance is the responsibility of the
homeowner’s association.
38.220.060.A.11 - Streets, Roads and Alleys
The applicant stated in the Traffic Impact Statement (TIS) that the Fallon Street and Cottonwood
Road intersection will fall below the level of service standards defined in 38.400.060 and the
intersection will require improvements. These improvements are scheduled within three years in
the City’s Capital Improvements Plan and are eligible for payment of cash-in-lieu of capital
facilities. Prior to final plat approval, the applicant must pay the development’s proportionate
share of the improvement’s costs. Refer to Code Requirement 9.
The extension of Fallon Street oriented east west will improve the overall community street grid
as will the north south extension of South Eldorado Avenue and South Reliance Avenue. An
alley, Planter Place, is being provided for access to the majority of the lots and will be the
vehicular access for the lots. Pedestrian pathways are being provided through the subdivision
with north south connections traveling north from Fallon Street and tying into the existing
pedestrian pathway in the existing subdivision to the north. There is also an east west pedestrian
corridor that travels from South Eldorado, across South Reliance Avenue to South Laurel
Parkway. The east west pedestrian connection is the frontage for the lots oriented towards it.
This proposed subdivision will include City standard sidewalks along all local streets, increasing
the walkability of the area. In order to continue improving the city’s goal of walkability, all lots
that have the ability to take vehicular access from the alley called Planter Place are required to
use the alley as their vehicular access. Reducing the number of curb cuts along Fallon Street will
improve the experience and safety for pedestrians. Refer to Condition of Approval 2b and 2c for
lot orientation requirements.
38.220.060.A.12 – Non-Municipal Utilities
The applicant has received confirmation of future service from Northwestern Energy and internet
providers.
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38.220.060.A.13 - Land Use
The subdivision will not significantly impact land use. The current lot is vacant and surrounded
to the north and east with residential users, to the west with a conservation easement property
and to the south with a future mixed-use development. The proposed subdivision will create 31
residential lots (21 single detached family lots, 9 four-unit lots, and 1 seven-unit lot), 4 common
open space lot and 1 public park. In order to ensure the minimum density requirements are being
met, refer to Condition of Approval 2a for minimum densities on lots identified for multi-
household development. In addition, in order to mitigate user conflicts with the conservation
easement to the west, and future park users, a fence is required along the western property
boundary to ensure park users do not encroach onto the conservation easement. The fence design
must be submitted for review prior to installation, and the applicant is encouraged to coordinate
with the property owner of the conservation easement to the west. Refer to Condition of
Approval 3.
38.220.060.A.14 - Parks and Recreation Facilities
The proposed subdivision will be meeting their required parkland through a combination of land
dedication and improvements-in-lieu of parkland (IILP). 0.44 acres of dedicated parkland is
being proposed, which leaves a shortage of 1.08 acres. The remaining 1.08 acres will be
provided as improvements-in-lieu of parkland. Additionally, open space is located on site and
includes pathways that tie into existing trail networks. There are several parks within a 10 minute
walk from the proposed development which include: Norton Ranch, Norton East Park, and
Adam Bronken Park. The proposed park will connect the existing Norton Ranch Park to a
proposed park directly south resulting in a continuous parkland experience and recreation trail
network.
Parkland dedication and IILP will be entirely provided with the subdivision development. These
improvements include a recreation trail extension that ties into the existing Norton Ranch trail
network; a central node comprised of a playground area, benches, and decorative boulders;
additional tree plantings; and pedestrian lighting. Fencing will also be provided along the
western property boundary to ensure park users do not spill onto the existing conservation
easement. Refer to Conditions of Approval 3.
38.220.060.A.15 - Neighborhood Center Plan
The subdivision will not be providing a neighborhood center due to the relatively small size of
the development area (under 10 acres). While a neighborhood center was not required, it is
anticipated the park being dedicated will act as a de facto neighborhood focal point. In addition,
phase 2 of the Urban + Farm (Urban + Farm Phase 2) development to the south will be providing
neighborhood centers that will likely be used by residents of this subdivision. The narrative in
the concept submittal for Urban + Farm Phase 2 stated “The Neighborhood Center proposed
within Urban + Farm activates public spaces with commercial opportunities and outdoor plazas.
Civic buildings, trail connections and parkland are also planned to create a new destination in
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west Bozeman. Using higher density housing and new urbanist design emphasizing multi-modal
transportation opportunities, the vision for Urban + Farm seeks to create a distinct
neighborhood character and builds on existing residential and commercial development in the
area.” While these neighborhood centers are not being provided with Phase 1, nor are they
required due to the size of the parent parcel, it is anticipated they will be developed in the
relatively near future.
38.220.060.A.16 - Lighting Plan
This subdivision will not significantly impact outdoor lighting.
38.220.060.A.17 - Miscellaneous
The proposed subdivision is not located within 200 feet of any public land access or within a
delineated Wildland Urban Interface area. No health or safety hazards on-site or off-site will be
created with this development.
38.220.060.A.19 - Affordable Housing
This application does not rely on incentives authorized in 38.380. Therefore, no analysis is
required.
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SECTION 7 – FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS
A. PURSUANT to Chapter 38, Article 2, BMC, and other applicable sections of Chapter 38,
BMC, public notice was given, opportunity to submit comment was provided to affected
parties, and a review of the preliminary plat described in these findings of fact was
conducted.
B. The purposes of the preliminary plat review were to consider all relevant evidence
relating to public health, safety, welfare, and the other purposes of Chapter 38, BMC; to
evaluate the proposal against the criteria and standards of Chapter 38 BMC, BMC; and to
determine whether the plat should be approved, conditionally approved, or denied.
C. The matter of the preliminary plat application was considered by the City Commission at
a public hearing on February 28, 2023 at which time the Department of Community
Development Staff reviewed the project, submitted and summarized the conditions of
approval, clarified unresolved issues and summarized the public comment submitted to
the City prior to the public hearing.
D. The Applicant, acknowledged understanding and agreement with the recommended
conditions of approval and code provisions.
E. The City Commission requested public comment at the public hearing on February 28,
2023 and no public comment was offered during the public hearing.
F. It appeared to the City Commission that all parties and the public wishing to examine the
proposed preliminary plat and offer comment were given the opportunity to do so. After
receiving the recommendation of the relevant advisory bodies established by Section
Chapter 38, BMC, and considering all matters of record presented with the application
and during the public comment period defined by Chapter 38, BMC, the City
Commission has found that the proposed preliminary plat would comply with the
requirements of the Bozeman Municipal Code if certain conditions were imposed.
Therefore, being fully advised of all matters having come before her regarding this
application, the City Commission makes the following decision.
G. The preliminary plat has been found to meet the criteria of Chapter 38, BMC, and is
therefore approved, subject to the conditions listed in Section 3 of this report and the
correction of any elements not in conformance with the standards of the Chapter
including those identified in Section 3 of this report. The evidence contained in the
submittal materials, advisory body review, public testimony, and this report, justify the
conditions imposed on this development to ensure that the final plat and subsequent
construction complies with all applicable regulations, and all applicable criteria of
Chapter 38, BMC.
H. This City Commission order may be appealed by bringing an action in the Eighteenth
District Court of Gallatin County, within 30 days after the adoption of this document by
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the City Commission, by following the procedures of Section 76-3-625, MCA. The
preliminary approval of this single phased major subdivision shall be effective for two (2)
years from the date of the signed Findings of Fact and Order approval. At the end of this
period the City may, at the request of the subdivider, grant an extension to its approval by
the Community Development Director for a period of mutually agreed upon time.
DATED this ________ day of _____________________, 2023
BOZEMAN CITY COMMISSION
_________________________________
CYNDY ANDRUS
Mayor
ATTEST:
_______________________________
MIKE MAAS
City Clerk
APPROVED AS TO FORM:
_________________________________
GREG SULLIVAN
City Attorney
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APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY
Zoning Designation and Land Uses:
The subject property is zoned R-5, Residential Mixed-Use High Density District. The intent of
the R-5 residential mixed-use high density district is to provide for high-density residential
development through a variety of compatible housing types and residentially supportive
commercial uses in a geographically compact, walkable area to serve the varying needs of the
community’s residents.
Adopted Growth Policy Designation:
Table 4 of the Bozeman Community Plan 2020 shows the correlation between future land use
map designations and implementing zoning districts. (See Table below)
The subject property is designated as Urban Neighborhood. This category primarily includes
urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single
type of housing are discouraged. In limited instances, an area may develop at a lower gross
density due to site constraints and/or natural features such as floodplains or steep slopes.
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Complementary uses such as parks, home-based occupations, fire stations, churches, schools,
and some neighborhood-serving commerce provide activity centers for community gathering and
services. The Urban Neighborhood designation indicates that development is expected to occur
within municipal boundaries. This may require annexation prior to development.
This proposed subdivision is well-suited to implement the Urban Neighborhood by providing
lots that will support a variety of housing types from detached single households to seven-unit
buildings. The multi-household will support the construction of “missing middle” housing which
is contemplated throughout the Bozeman Community Plan 2020. The proposed subdivision is
also located in a central area with relatively quick access to a variety of goods and services. The
future phase, Urban + Farm Phase 2 will include commercial amenities as well, adding to the
walkability of both the existing neighborhoods and this proposed subdivision.
The growth policy encourages development to be walkable, which is defined in the glossary as:
Walkable. A walkable area has:
• A center, whether it’s a main street or a public space.
• People: Enough people for businesses to flourish and for public transit to run frequently.
• Parks and public space: Functional and pleasant public places to gather and play.
• Pedestrian design: Buildings are close to the street, parking lots are relegated to the back.
• Schools and workplaces: Close enough that walking to and from home to these destinations is
realistic.
• Complete streets: Streets designed for bicyclists, pedestrians, and transit.
With the complexity of features needed to create a walkable environment, no one site is likely to
provide all the needed elements. The additional density will help provide for element two with
potential for additional persons in the area.
The proposed development is located adjacent to a linear park the runs north-south adjacent to El
Dorado Street (the park which will be extended south with this subdivision). With the Urban +
Farm Phase 2 this north-south oriented trail system will connect all the way to Huffine Lane
from West Babcock St. In addition, the subject property is located approximately 0.1 mile from
Norton East Park which provides passive recreation opportunities.
Currently the closest commercial opportunities are approximately ½ mile away. There are
currently fewer commercial opportunities for future residents to walk to at this time, however
future development of Urban + Farm Phase 2 on a 86 acre parcel immediately south of Phase 1
will see additional commercial services for the residents of the proposed subdivision.
The proposed development is roughly 0.5 miles to a commercial node within Ferguson Farm
which has a variety of retail and service options. While this commercial node does have
predominately auto retail users, there are some services that residents may chose to walk to and
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will support a walkable neighborhood. In addition, the larger adjacent undeveloped property has
a combination of REMU and B-2M zoning district which Urban + Farm Phase 2 has proposed a
mix of commercial and residential users. There are a variety of park opportunities within a 10
minute walk from the proposed development which include: Norton Ranch, Norton East Park,
and Adam Bronken Park. The proposed park will connect the existing Norton Ranch Park to a
proposed park directly south resulting in a continuous parkland experience and recreation trail
network. The Streamline Purple Line has a stop on Cottonwood Rd and Fallon St Rd. which is
roughly 0.5 miles away from the proposed development.
The proposed subdivision meets the following Bozeman Community Plan 2020 goals:
N-1.1 Promote housing diversity, including missing middle housing
N-1.10 Increase connectivity between parks and neighborhoods through continued trail and
sidewalk development. Prioritize closing gaps within the network.
N-1.11 Enable a gradual and predictable increase in density in developed area over time
N-3.8 Promote the development of “Missing Middle” housing (townhouses, multi-household)
APPENDIX B – DETAILED PROJECT DESCRIPTION
Project Background and Description
This is a preliminary plat application by the applicant, Cushing Terrell, 411 E Main Street #101,
Bozeman, MT 59715, representing the property owner Laurel Parkway, LLC, PO Box 161236,
Big Sky, MT 59716.
APPENDIX C – NOTICING AND PUBLIC COMMENT
Notice was provided at least 15 and not more than 45 days prior to the close of the public
comment period and City Commission public hearing per BMC 38.220.420. The City scheduled
public notice for this application on February 3, 2023 for publication in the legal advertisements
section of the Bozeman Daily Chronicle on Sunday, February 5 and Sunday, February 12, 2023.
The applicant posted public notice on the subject property on or by February 5, 2023. The
Applicant sent public notice to physically adjacent landowners via certified mail, and to all other
landowners of record within 200-feet of the subject property via first class mail, on February 3,
2023.
No public comment was received during the public comment period.
APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF
Owner: Laurel Parkway, LLC (Mike Magrans), PO Box 161236, Big Sky, MT 59716
Applicant: Cushing Terrell, 411 E Main Street #101, Bozeman, MT 59715
Representative: Cushing Terrell, 411 E Main Street #101, Bozeman, MT 59715
Report By: Lynn Hyde, Development Review Planner
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FISCAL EFFECTS
No unusual fiscal effects have been identified. No presently budgeted funds will be changed by
this subdivision.
ATTACHMENTS
Urban + Farm Phase 1 Application Materials – Available through the Laserfiche archive as well as digitally at the Community Development Department at 20 E. Olive Street, Bozeman, MT
59715. This project can be viewed on the Community Development Viewer interactive map directly with this link:
94
Memorandum
REPORT TO:City Commission
FROM:Susana Montana, Senior Planner
Brian Krueger, Manager, Development Review
Erin George, Deputy Director of Community Development
Anna Bentley, Director of Community Development
SUBJECT:Authorize the Mayor to Sign the Findings of Fact and Order for the Nexus
Point Preliminary Plat, Application 22246 (Quasi-Judicial)
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Community Development - Quasi-Judicial
RECOMMENDATION:Approve and Authorize the Mayor to Sign the Findings of Fact and Order for
the Nexus Point Preliminary Plat, Application 22246 (Quasi-Judicial)
STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning,
ranging from building design to neighborhood layouts, while pursuing urban
approaches to issues such as multimodal transportation, infill, density,
connected trails and parks, and walkable neighborhoods.
BACKGROUND:
This is a major subdivision preliminary plat application to divide 20 acres into
11 lots consisting of 3 multi-family residential lots, 2 office building lots, 1
residential clubhouse lot, 3 common open space lots, and 2 public park lots
on land zoned partially R-5, Mixed Use High-density Residential (west side)
and R-O, Residential-Office Districts (east side).
This 20-acre Site has an approved two-phase Master Site Plan for this 240-
dwelling unit apartment complex, Project No. 19262, and has an approved
Site Plan for a Phase I development, Project 19263. The Phase I
development of this preliminary plat land is under construction. A site plan
application for Phase II of this development has been submitted and is under
review. The Applicant for the Nexus Point project is Nexus Point, LLC.
The City Commission reviewed this application and by a vote of 4 to 0
unanimously approved the Preliminary Plat with conditions and code
provisions on December 20, 2022. Application documents and plans can be
seen via our Laserfiche repository, Application 22246
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UNRESOLVED ISSUES:None.
ALTERNATIVES:None suggested.
FISCAL EFFECTS:
Fiscal impacts are undetermined at this time, but will include increased property tax
revenues from new development, along with increased costs to deliver municipal
services to the property.
Attachments:
22246 Nexus Point PP CC FOF Staff Report.pdf
Report compiled on: March 21, 2023
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Page 1 of 24
Findings of Fact for the Nexus Point Major Subdivision Preliminary Plat;
Application No. 22246
Public Meeting/Hearing Dates:
City Commission Findings of Fact and Order hearing on this Preliminary Plat will be
held Tuesday, April 4, 2022 at 6:00 pm.
Project Description: A major subdivision preliminary plat application to divide 20 acres into 3
Blocks and 11 lots consisting of 3 multi-family residential lots, 2 office building lots, 1
residential clubhouse lot, 3 common open space lots, and 2 public park lots on land zoned
R-5, Residential Mixed Use High-Density and R-O, Residential-Office Districts.
This 20-acre Site has an approved two-phase Master Site Plan for this 240-dwelling unit
apartment complex, Project No. 19262, and has an approved Site Plan for a Phase I
development, Project 19263, building several apartment buildings, two office buildings,
and a clubhouse facility (see Exhibit 5). The Phase I development of this preliminary plat
land is under construction. The Applicant for the Nexus Point project is Nexus Point, LLC.
We note that there is a similar 26-acre, 457 dwelling unit multi-family apartment complex
proposed for the abutting property to the south, zoned R-4. That project, called 2131 Graf
Street proposed by the Graf Apartments LLC group, also has an approved Master Site Plan
and Phase I Site Plan, Project No.19309 and 19308. That Applicant is seeking to divide
that 26-acre parcel into 2 Blocks and 5 lots, which represents a minor subdivision, Project
No. 22188. Minor subdivision preliminary plats are not reviewed by the Planning Board.
Legal Description: A Tract of land being Lot 1 of Minor Subdivision 235B, situated in the
Northeast ¼ and the Southeast ¼ of Section 24, Township 2 South, Range 5 East, P.M.M.,
City of Bozeman, Gallatin County, Montana.
Project Location: The property is addressed as 3747 S. 19th Avenue, Bozeman, MT, and is
located at the southwest corner of Arnold Street and S. 19th Avenue, between Stucky and
Graf streets.
Recommendation: The application conforms to standards and is sufficient for approval with
conditions and code provisions.
Community Development Board, acting as the Planning Board, Motion on December 5,
2022: Having reviewed and considered the application materials, public comment, and all
the information presented, I hereby adopt the findings presented in the staff report for
application 22246 and move to recommend approval of the Nexus Point Major Subdivision
Preliminary Plat with conditions and subject to all applicable code provision. This Motion
passed unanimously by a vote of 5 to 0.
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Commission Motion on December 20, 2022: Having reviewed and considered the application
materials, public comment, Planning Board recommendation, and all the information
presented, I hereby adopt the findings presented in the staff report for application 22246
and approve the Nexus Point Major Subdivision Preliminary Plat with conditions and
subject to all applicable code provisions. This Motion passed unanimously by a vote of 4
to 0.
Report Date: March 21, 2023
Staff Contact: Susana Montana, Senior Planner
Suzanne Ryan, Project Engineer
Agenda Item Type: Action (Quasi-judicial)
EXECUTIVE SUMMARY
This report is based on the application materials submitted and public comment received to date.
The application materials are available in the City’s Laserfiche archive and may be accessed
through the Community Development viewer as well. No public comments have been received as
of the writing of this report. Should written public comments be received they will be included in
the City’s Laserfiche archive and available to the public with a November or December date.
Unresolved Issues.
There are no unresolved issues with this application other than the four staff-recommended
conditions of approval noted in Section 3 below found on page 9 and identified code provision
requirements on page 10.
Project Summary
The Department of Community Development received a Preliminary Plat application on July 22,
2022 requesting to subdivide the 20-acre subject parcel (“Site”) into 3 Blocks and 11 lots
consisting of 3 multi-family lots, 2 office building lots, 3 common open space lots, 1 residential
clubhouse lot, and 2 public park lots. The park lots are on Block 2, Park Lot No. 1 which is the
1.258-acre northern half of the new Lantern Park, as well as a narrow “linear park” on Block 3,
Park No. 2 Lot along the western edge of the Site.
Two common open space lots along the eastern edge of the Site encompass the East Catron Creek
tributary wetlands area: Block 1, Lot 3 and Block 2, Lot 1. These lots have a deed restriction
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prohibiting structures and also have a public park easement recorded thereon. A third common
open space on Block 3, Lot 2 serves as a detention pond.
The Site has an approved Master Site Plan and an approved Phase I Site Plan which is currently
under construction on the single 20-acre parcel. Full build-out of the 2-phase development would
provide 240 dwelling units in several apartment buildings as well as two 11,000 square foot (sf)
two-story office buildings, a 9,900 sf two-story residential clubhouse, 3 common open space areas
including 2 wetland areas, a 1.258-acre Lantern Park and a 0.469-acre linear public park. Phase 2
would consist of multi-family buildings.
The property will have access from S. 19th Avenue and from Graf Street. The western ~7 acres of
the Site is zoned R-5 and the remaining area is zoned R-O. All residential units within the
development would be rental.
On November 18, 2022, the Development Review Committee (DRC) found the application
sufficient for continued review and recommends the conditions and code provisions identified in
this report.
The subdivider did not request any subdivision or zoning variances with this application. The City
did not receive any written public comment on the application as of the writing of this report.
The final decision for this preliminary plat must be made by January 17, 2023, which is 60 days
after the November 18, 2022 date this application was deemed adequate/sufficient for continued
review. Pursuant to BMC 38.240.140.A.2, the Community Development Board, acting in their
capacity as the Planning Board, considered compliance of the application with the City’s
Community Plan growth policy on December 5, 2022. The City Commission considered all
materials related to this application, including the recommendations of the DRC and the Planning
Board, the staff report findings and any public comment and on December 20, 2022 approved the
Preliminary Plat with the recommended conditions and applicable code provisions.
Planning Board
The Community Development Board in their capacity as the Planning Board considered this
subdivision at their December 5, 2022, public meeting. No public comment was received. The
Board unanimously recommended approval of the subdivision consistent with the staff report by
a vote of 5 to 0. The video of the meeting is available on the City’s website.
City Commission
The City Commission held a public hearing on this application on December 20, 2022. After
consideration of the application, staff analysis, public comment, and presentations, the City
Commission unanimously approved the subdivision preliminary plat on their consent agenda by a
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vote of 4 to 0. The video of the meeting is available on the City’s website at
https://bozeman.granicus.com/player/clip/1931?view_id=1&redirect=true&h=a031971d0f5a856f
db1ca2d4cfabae5f
Alternatives
1. Approve the application with the recommended conditions;
2. Approve the application with modifications to the recommended conditions;
3. Recommend denial of the application based on the Board’s findings of non-compliance
with the applicable criteria contained within the staff report; or
4. With the Applicant’s consent, continue the public meeting on the application, with
specific direction to staff or the subdivider to supply additional information or to address
specific items.
TABLE OF CONTENTS
EXECUTIVE SUMMARY ............................................................................................................ 2
Unresolved Issues. .............................................................................................................. 2
Project Summary ................................................................................................................. 2
Planning Board.................................................................................................................... 3
City Commission ................................................................................................................ 3
Alternatives ......................................................................................................................... 4
SECTION 1 – MAP SERIES .......................................................................................................... 5
SECTION 2 – REQUESTED VARIANCES ................................................................................. 9
SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL ............................................ 9
SECTION 4 – CODE PROVISIONS ........................................................................................... 10
SECTION 5 – RECOMMENDATIONS AND FUTURE ACTIONS ......................................... 10
SECTION 6 – STAFF ANALYSIS and findings ......................................................................... 11
Applicable Subdivision Review Criteria, Section 38.240.150.B, BMC. .......................... 11
SECTION 7 - FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS ......................... 17
APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY..................................... 20
APPENDIX B –NOTICING AND PUBLIC COMMENT .......................................................... 23
APPENDIX C – OWNER INFORMATION AND REVIEWING STAFF ................................. 24
FISCAL EFFECTS ....................................................................................................................... 24
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SECTION 1 – MAP SERIES
Exhibit 1 – Zoning
County land
Site
101
Page 6 of 24
Exhibit 2 – Community Plan 2020 Future Land Use
Site
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Exhibit 3 – 3 Blocks and 11 Lots Preliminary Plat: red dots indicate lots
Exhibit 4 – Approved Master Site Plan for the Nexus Point development
103
Page 8 of 24
Exhibit 5 – Approved Phase 1 Site Plan for the Nexus Point development (under construction)
Exhibit 6: Proposed Phase II Site Plan under review
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Exhibit 7 – Overall Lantern Park Plan: North side within the Nexus Point development and the
south side within the Graf Apartments development
SECTION 2 – REQUESTED VARIANCES
The subdivider did not request any subdivision or zoning variances with this preliminary plat
application.
SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL
Please note that these conditions are in addition to any required code provisions identified in this
report. These conditions are specific to this project.
Recommended Conditions of Approval:
1. Parkland Requirements.
(a) A preconstruction meeting with the Park Division is required prior to any site work.
Applicants to provide most recent park plans and request meeting at least 30 days prior to
commencement of parkland construction;
(b) All park wells, irrigation infrastructure, and water rights will be transferred to and
owned by the City of Bozeman;
(c) Easements for trails within open space parcels must include agreement to utilize city-
wide wayfinding and allow parks staff to install and/or repair wayfinding; and
Nexus Point
Graf Street
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(d) Private utilities are not allowed within parkland.
2. The subject property is located within the Meadow Creek Subdivision Signal, Meadow
Creek Subdivision Water, and Meadow Creek Subdivision Sewer payback district
boundary. If the subject property did not participate in the original cost of construction of
improvements the subject property will be accessed a payback charge prior to Final Plat.
If the subject property has paid the payback cost please provide documentation.
3. 38.410.060. D. East Catron Creek conveys irrigation water in addition to spring feed
components, as such, BMC 38.410.060.D applies. Prior to final plat approval, the
developer must establish an agricultural water user facility easement pursuant to Sec.
38.410.060.D.1 for the portion East Catron Creek crossing the subject property.
4. The Final Plat submittal shall provide draft bylaws, covenants, conditions and restrictions
(CC&R) documents for City review and approval. The documents shall describe how a
property owners’ association (POA) will maintain the common open space lots and other
common areas of the subdivision.
SECTION 4 – CODE PROVISIONS
1. Sec. 38.100.080 – Compliance with regulations required. The final plat must comply
with State statute, Administrative Rules of Montana, and the Bozeman Municipal Code.
2. Sec. 38.100.080. The Applicant is advised that unmet code provisions, or code
provisions that are not specifically listed as conditions of approval, does not, in any way,
create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal
Code or state law.
3. Sec. 38.220.040.B.4. The Applicant has not provided information regarding the
stormwater pond at the NW corner of the site (Block3, Lot 2). Both the surface water and
stormwater supplements need to identify and provide design and maintenance details on
this feature. A public drainage easement must be provided for the pond prior to final plat
approval and the POA/HOA needs to maintain the facility. Prior to final plat approval, the
Applicant shall provide an exhibit with the stormwater maintenance plan identifying all the
stormwater features that the HOA/POA needs to maintain and have that included in the
POA/HOA CCRs. The Applicant shall provide documents to maintain open space and
stormwater features within the subdivision.
4. Sec. 38.270.030. The Applicant is advised that all common subdivision infrastructure
including roads, water, sanitary sewer, stormwater, sidewalk and lighting must be complete
and accepted before final plat approval.
SECTION 5 – RECOMMENDATIONS AND FUTURE ACTIONS
The Development Review Committee (DRC) determined the application was sufficient for
continued review and recommended approval with conditions on November 18, 2022.
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The Community Development/Planning Board public meeting was held on Monday, December 5,
2022 at 6:00 pm at the City Commission Hearing Room in City Hall. A WebEx link was provided
with the Board agenda.
The City Commission public hearing was held Tuesday, December 20, 2022 at 6:00 PM at the
City Commission Hearing Room in City Hall. A WebEx link was provided with the City
Commission agenda.
SECTION 6 – STAFF ANALYSIS AND FINDINGS
Analysis and resulting recommendations are based on the entirety of the application materials,
municipal codes, standards, plans, public comment, and all other materials available during the
review period. Collectively, this information is the record of the review. The analysis in this report
is a summary of the completed review. Due to the presence of an adopted Master Site Plan for this
proposed subdivision wherein many of the plat parameters have been evaluated, the following plat
supplemental information waivers were granted during the subdivision pre-application review:
Floodplains, geology/slopes, vegetation, wildlife, agriculture, land use, lighting plan, and
affordable housing.
Applicable Subdivision Review Criteria, Section 38.240.150.B, BMC.
In considering applications for subdivision approval under this title, the advisory boards and City
Commission shall consider the following:
1) Compliance with the survey requirements of Part 4 of the Montana Subdivision and
Platting Act
The preliminary plat was prepared in accordance with the surveying and monumentation
requirements of the Montana Subdivision and Platting Act by a Professional Engineer registered
in the State of Montana. Per Code Provision No. 1, the final plat must comply with State statute,
Administrative Rules of Montana, and the Bozeman Municipal Code.
2) Compliance with the local subdivision regulations provided for in Part 5 of the Montana
Subdivision and Platting Act
The final plat must comply with the standards identified and referenced in the Bozeman Municipal
Code (BMC). Per Code Provision No. 2, the subdivider is advised that unmet code provisions, or
code provisions not specifically listed as a condition of approval, do not, in any way, create a
waiver or other relaxation of the lawful requirements of the BMC or State law. Sections 3 and 4
above identify conditions and code provisions necessary to meet all municipal standards. The listed
code requirements address necessary documentation and compliance with standards. Therefore,
upon satisfaction of all conditions and code corrections, the subdivision will comply with the
subdivision regulations.
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3) Compliance with the local subdivision review procedures provided for in Part 6 of the
Montana Subdivision and Platting Act
The Bozeman Community Development Board, acting as the Planning Board, held a public
meeting on this proposal on December 5, 2022. Both that Board meeting and a December 20,
2022 City Commission public hearing were properly noticed in accordance with the Bozeman
Municipal Code (BMC). Based on the recommendation of the Development Review Committee
(DRC) and other applicable review agencies, as well as any public testimony received on the
matter, the City Commission made the final decision on the subdivider’s request.
The subdivider requested review of this subdivision under the terms of 76-3-604 MCA as
authorized in 38.240.100 which requires City review and determination within 60-days of a
complete/adequate application.
The Department of Community Development received a preliminary plat application on July 22,
2022. On August 19, 2022, the DRC reviewed the preliminary plat application and determined the
submittal did not contain detailed, supporting information that was sufficient to allow for the
continued review of the proposed subdivision. A revised application was received on September
1, 2022. On November 18, 2022, the DRC determined the application was adequate for continued
review and recommended conditions of approval and code corrections for this staff report.
The City scheduled public notice for this application for publication in the legal advertisements
section of the Bozeman Daily Chronicle on Tuesday, November 1, 2022 for postings on Sundays,
November 6 and 13, 2022. The Applicant posted public notice on the subject property on Friday,
November 4, 2022. The Applicant sent public notice to landowners of record within 200-feet of
the subject property via certified mail and to buyers under contract to purchase subdivision lots,
on November 2, 2022. No public comment had been received on this application as of the writing
of this report.
4) Compliance with Chapter 38, BMC and other relevant regulations
Community Development staff and the DRC reviewed the preliminary plat against all applicable
regulations and the application complies with the BMC and all other relevant regulations with
conditions and code corrections. This report includes Conditions of Approval and required code
provisions as recommended by the DRC for consideration by the Planning Board and City
Commission to complete the application processing for final plat approval. All municipal water
and sewer facilities will conform to the regulations outlined by the Montana Department of
Environmental Quality and the requirements of the Design Standards and Specifications Policy
and the City of Bozeman Modifications to Montana Public Works Standard Specifications.
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BMC 38.220.060. Compliance with adopted standards.
38.220.060. A.1 – Surface water. The subdivision includes portions of an unnamed tributary of
East Catron Creek which flows north-south on the east side of the Site and is shown as Block 1,
Lot 3 and Block 2, Lot 1 on this Preliminary Plat. These lots contain known wetlands and
watercourses on the east side of the property. There is a 50-foot wetland setback shown on the plat.
A deed restriction, Document 2449987, on the wetland area has been recorded on the land
stipulating, among other things, that neither structures nor fill be placed within the subject areas.
This area does not have a FEMA-delineated floodplain. The necessary wetland permits have been
approved and all required permitting was done prior to construction, which has been completed.
All construction remained outside of the setback. Construction through East Catron Creek
previously took place. However, the creek was restored to adequate and previous conditions. East
Catron Creek is delineated on the preliminary plat. The planting plan meets standards. Per
Condition of Approval No. 3, the portion of East Catron Creek passing through the Plat will
continue to convey agricultural irrigation water through the Plat.
38.220.060. A.2 – Floodplains. This area does not have a FEMA floodplain delineation, and
wetland permits have been approved and were submitted with this application.
38.220.060. A.3 – Groundwater. Investigation of groundwater conditions at the site began in May
of 2019 and went through June of 2020. Included in the application submittal was the groundwater
depth summary logs. This subdivision will avoid groundwater degradation through the utilization
of City sewer and water mains as well as stormwater control measures in accordance with the City
of Bozeman design standards. The groundwater recharge areas (opens space and stormwater
retention ponds) will avoid being degraded through maintenance provided by the Owner’s
Association or property owner(s). Only one groundwater exemption of 10 acre-feet is allowed.
The Montana DNRC Water Resources Division was contacted regarding this project and their
feedback was provided in the application.
38.220.060. A.4 - Geology, Soils and Slopes. [This information was waived due to Master Site
Plan approval, Project 19263.]
38.220.060. A.5 – Vegetation. [This information was waived due to Master Site Plan approval.]
38.220.060. A.6 – Wildlife. [This information was waived due to Master Site Plan approval.]
38.220.060. A.7 – Agriculture. [This information was waived due to Master Site Plan approval.]
38.220.060. A.8 - Agricultural water user facility. East Catron Creek conveys irrigation water in
addition to a spring fed component and, as such, BMC 38.410.060.D applies. Per Condition of
Approval No. 3, prior to final plat approval, the developer must establish an agricultural water user
facility easement pursuant to Sec. 38.410.060.D.1 for the portion East Catron Creek crossing the
subject property.
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38.220.060. A.9 - Water and Sewer. The subdivision will not significantly impact
city water and sewer infrastructure. Water and sewer improvements will be designed to meet City
of Bozeman Standards and State Department of Environmental Quality Standards and Regulations.
The City of Bozeman approved the infrastructure plans for water service for this subdivision and
its Master Site Plan and Phase I Site Plan and provided a letter indicating that adequate capacity
exists within the City system to serve the proposed subdivision. The water and sewer infrastructure
were completed in 2020 per the approved infrastructure plans. New water and sewer infrastructure
is already installed on the site to serve the future development’s residents. As-built drawings were
submitted to the City and approved. The sewer main was connected to the existing City of
Bozeman system on South 19th Avenue. The water main was connected to the existing City of
Bozeman system at the existing stub of Lantern drive and provided future connection at the
intersection of Lantern Drive and South 21st Avenue.
Water rights. Per Code Provision No. 2, Cash-in-Lieu of Water Rights will be paid prior to final
plat approval.
Sanitary sewer service. A proposed 8-inch sanitary sewer collection system would
adequately serve the effluent generated by this subdivision.
38.220.060. A.10 - Stormwater Management. The City of Bozeman approved the
infrastructure plans for stormwater, and the stormwater infrastructure was installed in 2020. The
previously submitted and approved stormwater report was included in this Preliminary Plat (PP)
submittal. The subdivision will not significantly impact stormwater infrastructure.
38.220.060. A.11 - Streets, Roads and Alleys. The circulation and access features were
approved by the City Engineer as part of the Master Site Plan.
The City of Bozeman has approved the infrastructure plans for streets, roads, and alleys. Roadway
easements were dedicated with the Site Plan application and the roadways were constructed in
2020. An extension of existing Lantern Drive ties into proposed South 21st Avenue. South 21st
Avenue connects to the proposed Arnold Street extension. Arnold Street connects existing
Discovery Drive to existing South 19th Avenue. The local public roadway extensions maintained
a 60 foot right-of-way (ROW) and were installed per City of Bozeman and MDEQ roadway
standards. Upon acceptance of Lantern Drive, South 21st Avenue, and Arnold Street these roads
will be maintained by the City of Bozeman. Included in the submittal was the roadway sheets from
the approved infrastructure improvements set. All construction activities in the area were required
to have adequate dust control and erosion control practices in place during construction. All
interior roadways were constructed by the developer and maintained through construction.
A traffic impact study was performed by Marvin & Associates for Nexus Point and Graf Street
Subdivision and was included in this submittal.
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The subdivision has several different pedestrian pathways including a 10 foot wide public concrete
sidewalk running north-south located on the West end of the Site. An 8 foot wide gravel trail
running North-South located on East end of the site connects to Lantern Drive, Lantern Park and
then to the existing sidewalk located along South 19th Avenue.
No individual lots or tracts have access directly to arterial streets or roads. Discovery Drive was
modified for the intersection of proposed Arnold Street on the west end of the Site. Arnold Street
intersects with the widening of South 19th Avenue on the east end of the site. Lantern Drive was
extended to intersect with the proposed South 21st Avenue.
There are no proposed alleys located within the subdivision. Adequate dust control and erosion
control practices were maintained during construction. The public roads South 21st Avenue,
Arnold Street, and the Lantern Drive extension are dedicated to the City and will be maintained
by the City. Interior drive lanes beyond the ROW will be maintained by the Owner’s association.
The following narratives describe a summary of levels-of-service (LOS) values at three individual
intersections that were addressed in the Traffic Impact Study (TIS) dated December 3, 2019.
Capacity analysis was completed for three time periods: existing conditions, existing plus site
traffic conditions, and future conditions. A complete summary of the capacity measures of
efficiency can be found in Tables 1, 3, and 4 of the TIS report. The table below reports the LOS
for the three intersections of concern.
It can be seen that the overall LOS for each intersection would operate at LOS “C” or better in
each condition. The eastbound approach on Arnold Street would operate at LOS “F” for future
traffic projections, but the overall operation of traffic on S 19th Avenue would operate with free-
flow movements. Since the Highway Capacity Manual does not have an accepted method to
calculate overall LOS for two-way stop intersections, the overall LOS at this intersection can only
be speculated to be LOS “B” based on the fact that the vast majority of traffic entering the
intersection has no delay.
Parking Conditions
Each lot will have the required parking which is deemed adequate to serve the development. The
Nexus Point Site Plan for Phase I has already been approved and constructed to accommodate the
number of future residences. Phase II will include parking that meets the City of Bozeman Unified
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Development Code (UDC). On-street parking is also an option on the local roads of Arnold, South
21st Avenue and Lantern Drive.
Walkability, Transit and Bike-ability
The City of Bozeman requires street frontage sidewalk to be installed with each phase. Sidewalks
have been installed along the West side of South 19th, the North side of Arnold Street and the East
side of South 21st Avenue. This gives pedestrians easy access for walking to nearby parks,
including the north half of the new Lantern Park which was previously completed by this
Applicant. An 8 foot wide concrete trail runs along the West edge of the development traveling
North and South connecting to Lantern and Arnold streets.
The private and proprietary algorithm provided by Walk Score.com rates this Site’s “walk score”
as “12” which denotes the Site as “car dependent”. The transit score is “10” which denotes that
the Site has “minimal transit service”. There is a bus stop two blocks north of the Site but no
Streamline bus service south of Kagy Blvd. The bike score was rated at “52” which denotes that
there is “some bike infrastructure”. These scores are expected to improve when this area is built
out with more housing. By comparison, the City of Bozeman was given an overall rating of “42”
out of 100. Although Community Plan policies encourage walkability and transit- and bike-ability
resources with new development, there is currently no municipal code requiring such resources or
facilities with subdivision applications. Site plan applications for developments within the
subdivision require pathways, sidewalks and bike parking facilities.
38.220.060. A.12 – Non-Municipal Utilities. These utilities were approved by the City
Engineer as part of the Master Site Plan. Northwest Energy has already installed utilities for the
current buildings and stubs for future buildings. Responses from Northwest Energy were
included in this submittal.
38.220.060. A.13 - Land Use. [This information was waived due to Master Site Plan approval.]
38.220.060. A.14 - Parks and Recreation Facilities. A 2.4 acre neighborhood Lantern
Park will be constructed by partnering with the Graf Street apartment development to the south.
There are recreation pathways that surround the entire park. Park frontage requirements are met
along S.19th Avenue and S.21st Avenue. Amenities include a playground, climbing structure,
bicycle racks, workout equipment, pavilions, seating, and a dog park.
For the residential use of the Site, 3.77 acres of parkland is required. The Applicant will provide
1.2 acres of land (about half the park size) which will be built by this Applicant. Improvements to
the north half of Lantern Park will be provided by the Applicant as “improvements in lieu” of the
remaining 2 plus acres of required parkland. These improvements have a value of $201,499. For
the Master Site Plan, the parks master plan was approved by City Commission on October 15,
2020.
Per Condition of Approval No. 1, a preconstruction meeting with the Parks and Recreation
Department is required prior to any site work. Applicants will provide the most recent park plans
at least 30 days prior to commencement of parkland construction. All park wells, irrigation
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infrastructure, and water rights will be transferred to and owned by the City of Bozeman. Private
utilities are not allowed within parkland.
38.220.060. A.15 - Neighborhood Center Plan. The Block 2, Lot 4 clubhouse and the Block 2,
Park Lot 1 park represent the Neighborhood Center for this development, meeting the standards
of 38.410.020.
38.220.060. A.16 - Lighting Plan. [This information was waived due to Master Site Plan
approval.]
38.220.060. A.17 – Miscellaneous. Easements. All utility easements will be provided on the
final plat. Easements for trails within open space parcels must include agreement to utilize city-
wide wayfinding and allow parks staff to install and/or repair wayfinding per Condition of
Approval No. 1(c).
38.220.060. A.18 - Affordable Housing. The 240 dwelling units are market-rate rental units.
5) The provision of easements to and within the subdivision for the location and installation
of any necessary utilities
Pursuant to BMC Code Provision 2, the final plat will provide and depict all necessary utilities and
required utility easements. The BMC requires that all easements, existing and proposed, must be
accurately depicted and addressed on the final plat and in the final plat application. Public utilities
are to be located within dedicated street right-of-ways.
6) The provision of legal and physical access to each parcel within the subdivision and the
notation of that access on the applicable plat and any instrument transferring the parcel
The final plat will provide legal and physical access to each parcel within the subdivision. All
proposed lots will have frontage on public streets constructed to City standards with lot frontage
meeting minimum standards shown on the preliminary plat.
SECTION 7 - FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS
A. PURSUANT to Chapter 38, Article 3, BMC, and other applicable sections of Chapter 38,
BMC, public notice was given, opportunity to submit comment was provided to affected parties,
and a review of the preliminary plat described in these findings of fact was conducted.
B. The purposes of the preliminary plat review were to consider all relevant evidence relating
to public health, safety, welfare, and the other purposes of Chapter 38, BMC; to evaluate the
proposal against the criteria and standards of Chapter 38 BMC, BMC; and to determine whether
the plat should be approved, conditionally approved, or denied.
C. The matter of the preliminary plat application was considered by the City Commission at
a public hearing on December 20, 2022 at which time the Department of Community Development
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Staff reviewed the project, submitted and summarized recommended conditions of approval, and
summarized the public comment submitted to the City prior to the public hearing.
D. The Applicant acknowledged understanding and agreement with the recommended
conditions of approval, code provisions.
E. The City Commission requested public comment at the public hearing on December 20,
2022 and no one sought to offer comment.
F. It appeared to the City Commission that all parties and the public wishing to examine the
proposed preliminary plat and offer comment were given the opportunity to do so. After receiving
the recommendation of the relevant advisory bodies established by Article 38.210, BMC, and
considering all matters of record presented with the application and during the public comment
period defined by Chapter 38, BMC, the City Commission has found that the proposed preliminary
plat would comply with the requirements of the Bozeman Municipal Code if certain conditions
were imposed. Therefore, being fully advised of all matters having come before her regarding this
application, the City Commission makes the following decision.
G. The preliminary plat has been found to meet the criteria of Chapter 38, BMC, and is
therefore approved, subject to the conditions listed in Section 3 of this report and the correction of
any elements not in conformance with the standards of the Chapter including those identified in
Section 4 of this report. The evidence contained in the submittal materials, advisory body review,
public testimony, and this report, justify the conditions imposed on this development to ensure that
the final site plan and subsequent construction complies with all applicable regulations, and all
applicable criteria of Chapter 38, BMC.
H. This City Commission order may be appealed by bringing an action in the Eighteenth
District Court of Gallatin County, within 30 days after the adoption of this document by the City
Commission, by following the procedures of Section 76-3-625, MCA. The preliminary approval
of this subdivision shall be effective for three (3) years from the date of the signed Findings of
Fact and Order approval. At the end of this period the City may, at the request of the subdivider,
grant an extension to its approval for a period of mutually agreed upon time.
DATED this ________ day of _____________________, 2023
BOZEMAN CITY COMMISSION
_________________________________
CYNTHIA L. ANDRUS
Mayor
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ATTEST:
_______________________________
Mike Maas
City Clerk
APPROVED AS TO FORM:
_________________________________
GREG SULLIVAN
City Attorney
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APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY
Zoning Designation and Land Uses:
The subject property is zoned R-5, Residential Mixed Use High-Density District on its western
side and R-O, Residential-Office District on its eastern side.
Adopted Growth Policy Designation/Future Land Use Designation: Urban Neighborhood.
The Table below of the Bozeman Community Plan 2020 shows the correlation between future
land use map designations and implementing zoning districts. Both the R-5 and R-O zoning
designations implement the Site’s Urban Neighborhood designation.
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A large area surrounding the Site is designated Urban Neighborhood. This category primarily
includes urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of
any single type of housing are discouraged. In limited instances, an area may develop at a lower
gross density due to site constraints and/or natural features such as floodplains or steep slopes.
Complementary uses such as parks, home-based occupations, fire stations, churches, schools, and
some neighborhood-serving commerce provide activity centers for community gathering and
services. The Urban Neighborhood designation indicates that development is expected to occur
within municipal boundaries. This may require annexation prior to development.
This proposed subdivision is well-suited to implement the Urban Neighborhood by providing lots
that will support apartment buildings in an area that is developing as a mixed use, multi-household
neighborhood. The multi-household lots will support construction of rental housing which is
contemplated throughout the Bozeman Community Plan 2020.
This neighborhood is emerging and is not yet fully developed with neighborhood-serving
businesses, transit service or parks. The development will have its own recreational and social
clubhouse to foster/facilitate neighbors interacting. This serves as its own neighborhood center.
Two office buildings within the Site would be able to accommodate neighborhood-serving
businesses.
The growth policy encourages development to be walkable: Goal N-1: Support well-planned,
walkable neighborhoods. The Community Plan’s Glossary (Appendix F) describes what they
mean by neighborhoods as:
“Neighborhood. A walkable area of Bozeman with a distinct character that may have some
boundaries defined by physical barriers, such as major roads or railroads or by natural features,
Site
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such as watercourses or topography. A neighborhood includes both geographic (place-oriented)
and social (people oriented) components and is often characterized by residents sharing common
amenities such as an elementary school, park, shops, community center or other similar elements.
As a distinct and identified area, often with its own name, neighborhoods are recognized as
fostering community spirit and a sense of place, factors recognized as important in community
planning.”
The Plan’s Glossary defines “Walkable” as:
“Walkable. A walkable area has:
• A center, whether it’s a main street or a public space.
• People: Enough people for businesses to flourish and for public transit to run frequently.
• Parks and public space: Functional and pleasant public places to gather and play.
• Pedestrian design: Buildings are close to the street, parking lots are relegated to the back.
• Schools and workplaces: Close enough that walking to and from home to these destinations is
realistic.
• Complete streets: Streets designed for bicyclists, pedestrians, and transit.”
The Site and area are still developing as a neighborhood and a walkable neighborhood. However,
with the companion 2131 Graf Street development immediately south of the Nexus Point
development, both feature trails, the wetlands nature area, a City Park, a clubhouse for residents,
and a density that encourages residents interactions within these amenities. The additional density
will provide customers for emerging businesses and ridership for transit to the area.
The proposed development provides its own 1.2 acre City Park , a 0.469 acre linear park, as well
as nearly 3 acres of common open space wetlands. The 1.2 acre City Park at the southeast corner
of the Site is matched by a similar 1.2 acre City Park at a similar apartment complex development
abutting the Site to the south named “2131 Graf Street” apartment development which is also
proposed as a 5-lot Minor Subdivision, Project 22188. There is a 9 acre City Park immediately to
the west of the Site called “City Park 2” which is provided by the South University District Phase
3 development.
Morning Star Elementary School is located less than a mile to the east of the Site and Montana
State University is located northeast of the Site.
The proposed subdivision meets or positively addresses the following Bozeman Community Plan
2020 goals and policies:
N-1.1 Promote housing diversity.
N-1.10 Increase connectivity between parks and neighborhoods through continued trail and
sidewalk development. Prioritize closing gaps within the network.
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N-1.11 Enable a gradual and predictable increase in density in developed areas over time.
N-1.5 Encourage neighborhood focal point development with functions, activities, and facilities
that can be sustained over time. Maintain standards for placement of community focal points and
services within new development.
N-4.4 Ensure an adequate supply of off leash facilities to meet the demand of Bozeman dog
owners.
DCD-1.5 Identify underutilized sites, vacant, and undeveloped sites for possible development or
redevelopment, including evaluating possible development incentives.
DCD-1.9 Promote mixed-use developments with access to parks, open space, and transit options.
DCD-1.11 Pursue annexations consistent with the future land use map and adopted facility plans
for development at urban intensity.
DCD-2.1 Coordinate infrastructure development, land use development, and other City actions
and priorities through community planning.
DCD-2.2 Support higher density development along main corridors and at high visibility street
corners to accommodate population growth and support businesses.
DCD-2.7 Encourage the location of higher density housing and public transit routes in proximity
to one another.
Goal EPO-2: Work to ensure that development is responsive to natural features.
EPO-2.1 Where appropriate, activate connections to waterways by creating locations, adjacent
trails, and amenities encouraging people to access them.
EPO-2.2 Work with the U.S. Army Corps of Engineers to keep wetlands mitigation within the
Gallatin Valley rather than locating to other watersheds.
EPO-2.3 Identify, prioritize, and preserve key wildlife habitat and corridors.
APPENDIX B –NOTICING AND PUBLIC COMMENT
Notice was provided at least 15 and not more than 45 days prior to the close of the public comment
period/City Commission public hearing, per BMC 38.220.420. The City scheduled public notice
for this application in the legal advertisements section of the Bozeman Daily Chronicle published
on Sunday, November 6 and Sunday, November 13, 2022. The Applicant posted public notice on
the subject property on November 6, 2022. The City sent public notice to physically adjacent
landowners via certified mail, and to all other landowners of record within 200-feet of the subject
property via first class mail, on November 3, 2022.
No public comment has been received by the time this report was compiled on March 21, 2023.
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APPENDIX C – OWNER INFORMATION AND REVIEWING STAFF
Owner: Nexus Point LLC, c/o Steve Moore, 3661 Jagar Lane, Bozeman, MT 59718
Applicant Representative: Madison Engineering, c/o Erik Ringsak, 895 Technology Blvd.
Suite 203, Bozeman, MT 59718
Report By: Susana Montana, Senior Planner
FISCAL EFFECTS
Fiscal impacts are undetermined at this time, but will include increased property tax revenues from
new development, along with increased costs to deliver municipal services to the property.
The full application and file of record can be viewed digitally on the Community Development
Viewer interactive map directly with this link:
https://weblink.bozeman.net/WebLink/Browse.aspx?id=263190&dbid=0&repo=BOZEMAN.
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Memorandum
REPORT TO:City Commission
FROM:Susana Montana, Senior Planner
Brian Krueger, Development Review Manager
Erin George, Deputy Director of Community Development
Anna Bentley, Director of Community Development
SUBJECT:Authorize the Mayor to Sign the Findings of Fact and Order for the Ferguson
Farms II Major Subdivision Preliminary Plat, Application 19027 (Quasi-
Judicial)
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Community Development - Quasi-Judicial
RECOMMENDATION:Approve and Authorize the Mayor to Sign the Findings of Fact and Order for
the Ferguson Farms II Major Subdivision Preliminary Plat, Application 19027
(Quasi-Judicial)
STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning,
ranging from building design to neighborhood layouts, while pursuing urban
approaches to issues such as multimodal transportation, infill, density,
connected trails and parks, and walkable neighborhoods.
BACKGROUND:
This is a Preliminary Plat of a major subdivision to create a 9-Block, 72-lot
subdivision consisting of 49 buildable lots, 14 open space lots, and 9 parking
structure lots as well as public and private roads for this subdivision of 31
acres zoned UMU, Urban Mixed Use, with a Planned Unit Development
(PUD) overlay. Off-site improvements include a shared-use pathway along
the Site’s perimeter, a bus shelter, and roads and water and sanitary sewer
facilities to serve the development.
UNRESOLVED ISSUES:None unrelated to conditions of approval.
ALTERNATIVES:None proposed.
FISCAL EFFECTS:The development of this subdivision will generate property tax revenues as
well as increased costs to provide municipal services to the property.
Attachments:
19027 FF II PP CC FOF staff rpt 03 23 23.pdf
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Report compiled on: March 14, 2023
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City Commission Finding of Fact and Order Staff Report for
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City Commission Finding of Fact and Order Staff Report for the Ferguson Farms II Major
Subdivision Preliminary Plat; Application No. 19027
Public Hearing Date: City Commission met on March 7, 2023 at 6:00 in City Hall, Commission Chambers
to consider approval of the Ferguson Farms II Major Subdivision Preliminary Plat.
Summary of the March 7, 2023 City Commission Action on the Ferguson Farms II Major Subdivision
Preliminary Plat; Application 19027.
The City Commission public hearing on the Ferguson Farms II Major Subdivision Preliminary Plat was held
March 7, 2023 in the City Commission Chamber, 121 N. Rouse Avenue, at 6 P.M. The Commission met to
consider the Preliminary Plat application for a subdivision of a 31-acre property zoned UMU, Urban Mixed
Use with a Planned Unit Development (PUD) overlay. This Preliminary Plat would create a 9-Block, 72-lot
subdivision consisting of 49 buildable lots, 14 open space lots, and 9 parking structure lots as well as public
and private roads. Off-site improvements include a shared-use pathway along the Site’s perimeter, a bus
shelter on Fallon Street, and roads and water and sanitary sewer facilities to serve the development.
No members of the public spoke at the hearing.
After reviewing the application materials, staff report and public comment; after listening to the staff
presentation; after hearing the presentation from the Applicant and his representative; after asking if there
was any public comment, of which there was none, the City Commissioners began their deliberations on the
application by making a Motion. Commissioner Pomeroy made a Motion noted below, which was seconded
by Commissioner Madgic. In their discussion, the Commissioners agreed that the application met the criteria
established by the Bozeman Municipal Code and State Statutes. Therefore the application was approved
with conditions and application code provisions outlined in these findings.
The Motion is as follows: “I move to approve Application 19027, the Ferguson Farms II Major Subdivision
Preliminary Plat, with the staff recommended conditions and all applicable code provisions.” This Motion
passed unanimously, 5 to 0.
The link to this public hearing is:
https://bozeman.granicus.com/player/clip/1976?view_id=1&redirect=true&h=2072e091d947939
95cd1c573c700fa53
Project Legal Description: Lot 5 of Minor Subdivision No. 295 located in the SW ¼ of Section 10, Township
2 South, Range 5 East, P.M.M., City of Bozeman, Gallatin County, Montana.
Project Location: 4250 Fallon Street located at the northwest corner of Ferguson Avenue and Huffine Lane,
south of Fallon Street and east of Resort Street.
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Development Review Committee (DRC) Finding: The August 25, 2022 revised Ferguson Farms II
Preliminary Plat Major Subdivision application conforms to standards and is sufficient for approval
with conditions and code provisions. Due to a re-starting of the public notice period, the application
was deemed adequate for further review on November 4, 2022.
Community Development Board (as the Planning Board): Having reviewed and considered the
application materials, public comment, and all the information presented, the Planning Board, on
December 5, 2022, unanimously recommended approval of the Ferguson Farms II Preliminary Plat
major subdivision to the City Commission with the staff-recommended conditions and subject to all
applicable code provisions.
Report Date: March 23, 2023
Staff Contact: Susana Montana, Senior Planner
Cody Flammond, Project Engineer
Agenda Item Type: Action (Quasi-judicial)
EXECUTIVE SUMMARY
Project Summary
This report is based on the July 14, 2022 revised plat maps, the July 14, 2022 Ferguson Farms II Preliminary
Planned Unit Development (P-PUD) application and the August 25, 2022 revised application submittal and
any public comment received to date. The application materials are available in the City’s Laserfiche archive
and may be accessed through the Community Development viewer as well.
The property owner/Applicant submitted a major subdivision preliminary plat application to create 72 lots from
a 31-acre parcel (“Site”). The Site consist of 49 buildable lots, 14 open space lots, 9 parking structure lots,
and public streets and alleys.
The final decision for a Major Subdivision Preliminary Plat with more than 50 lots must be made within 80
working days of the date it was deemed adequate/sufficient for further review. The Development Review
Committee (DRC) deemed the application adequate for continued review on September 2, 2022. However,
public notice for this application was required to be completed due to an error in the mailing list of adjacent
property owners. The Applicant repeated the mail and posting notice on November 4, 2022 with an updated
mailing list. This re-started the date of a complete application. Therefore, pursuant to the Bozeman Municipal
Code (BMC) Section 38.240.130 the City Commission shall approve, conditionally approve or deny the
subdivision application by January 23, 2023, unless there is a written extension from the developer, not to
exceed one year.
The Community Development Board reviewed this application on Monday, December 5, 2022 and made a
recommendation to the City Commission noted herein. The City Commission will review this application and
make a final determination on Tuesday, March 7, 2023.
No public comment has been received to date (March 14, 2023).
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Unresolved Issues
Unresolved issues at this Preliminary Plat stage, such as those related to trails, streets, agricultural water
facilities and easements, would be resolved with the Final Plat application which must satisfy the
recommended preliminary plat conditions of approval and all relevant Bozeman Municipal Code (BMC)
provisions. However, this subdivision does not meet the standards of the underlying UMU (Urban Mixed
Use) zoning designation and cannot be approved without the separate and first approval of the companion
Ferguson Farms II Planned Use Development (PUD) application. This limitation is a condition of approval of
this Preliminary Plat and would also be a condition of approval of the Final Plat for this Ferguson Farms II
Major Subdivision, should the Final PUD not be approved before the Final Plat application is completed.
Alternatives
1. Recommend approval of the application to the City Commission with the staff-recommended conditions;
2. Recommend approval of the application to the City Commission with modifications to the staff-recommended
conditions;
3. Recommend denial of the application to the City Commission based on the Board’s findings of non-compliance
with the applicable BMC criteria noted in the staff report; or
4. Recommend that the City Commission continue the public hearing on the application to a later date, with
specific direction to staff or the Applicant to supply additional information or to address specific items. This
alternative is requested if the Community Development Board wishes to amend or add conditions of approval.
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Table of Contents
EXECUTIVE SUMMARY ............................................................................................................................... 2
Project Summary .............................................................................................................................. 2
Unresolved Issues ............................................................................................................................ 3
Alternatives ....................................................................................................................................... 3
Table of Contents .......................................................................................................................................... 4
SECTION 1 - MAP SERIES ........................................................................................................................... 5
SECTION 2 – REQUESTED VARIANCES .................................................................................................. 11
SECTION 3 – PRELIMINARY PLAT RECOMMENDED CONDITIONS OF APPROVAL ............................ 11
SECTION 4 - CODE REQUIREMENTS ...................................................................................................... 14
SECTION 5 - RECOMMENDATIONS AND FUTURE ACTIONS ................................................................. 15
SECTION 6 - STAFF ANALYSIS AND FINDINGS ...................................................................................... 15
Applicable Subdivision Review Criteria, BMC Section 38.240.150.B. ............................................. 15
APPENDIX A – NOTICING AND PUBLIC COMMENT ................................................................................ 30
APPENDIX B - OWNER INFORMATION .................................................................................................... 30
ATTACHMENT LINKS ................................................................................................................................. 30
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SECTION 1 - MAP SERIES
Figure 1. Location Map
Figure 2. Zoning Map; Site is Urban Mixed Use (UMU)
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Figure 3: Community Plan Future Land Use Map—Community Commercial Mixed Use
Site
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Figure 4. Proposed PUD Master Plan (Project # 19028)
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Figure 5: Proposed Land Uses
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Figure 6: Proposed Preliminary Plat (07 14 22 revision)
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Figure 7: Phasing Plan
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SECTION 2 – REQUESTED VARIANCES
The Applicant seeks no subdivision variances because the Applicant sought, and was granted, a Planned Unit
Development (PUD) zoning overlay that grants 26 deviations and waivers from Bozeman Municipal Code (BMC) land
use, design and development standards. The proposed Preliminary Planned Unit Development (P-PUD) had to be
approved prior to consideration for approval of this Preliminary Plat (PP) subdivision because the PP does not meet
the land use and design standards of the Urban Mixed Use (UMU) District and Bozeman Municipal Code (BMC).
However, it does meet the standards of the P-PUD and the UMU District and other provisions of the BMC. The P-PUD,
Project No. 19028, describes and evaluates the requested deviations and exemptions to the BMC. The 26
deviations/relaxations from the BMC sought by this PUD, Project No. 19028, are loosely grouped as:
(1) Allowing various commercial uses as principal uses which are conditional or are not otherwise permitted in the
UMU district per Tables 38.310.040.A through E;
(2) exemption from the Section 38.310.050 requirements for (a) a mix of uses within each site plan; (b) the 70%
maximum gross square footage limitation for a single use, such as office, for the entire Site; and (c) the requirement
that a minimum of 70% of the ground level block frontages must be occupied by a specific ratio of non-residential
uses;
(3) exemption from the ground floor commercial space dimensional requirements of 38.330.010.E.2;
(4) building height increases over the 60’ maximum for the UMU district per Table 38.320.050 to 90’ and 6 stories
throughout the Site;
(5) exemption from minimum and maximum number of parking requirements of 38.330.010.F and 38.540;
(6) Tables 38.540.050-1 through 3 and exemption from the requirement that bicycle racks must be located within 100
feet from the building serves per 38.540.050.A.4.b;
(7) alternate on-street parking layouts to allow angled back-in parking spaces;
(8) exemption from the requirement that all lots must have legal and physical access to a public street [note these are
under the purview of the Director of Transportation and Engineering per 38.200.010.D and are not zoning
deviations];
(9) alternate Block Frontage designations and setback relaxations per 38510.030.L;
(10) landscaping and tree planting exemptions per 38.550;
(11) front setback relaxations per 38.510; and
(12) exemptions to the Landscape Block Frontage limitation of 50% surface parking along street frontages per
38.510.030.C; and
(13) trash enclosure screening exemptions per 38.510, 38.520 and 38.550.
SECTION 3 – PRELIMINARY PLAT RECOMMENDED CONDITIONS OF APPROVAL
The following conditions of approval and code provisions are offered to satisfy City and relevant State requirements as
well as site-specific mitigation for potential adverse impacts associated with development of the proposed subdivision.
The conditions of approval are in addition to any required code provisions identified in this report. The conditions are
specific to the preliminary plat application. Staff has considered the impacts as identified in the staff analysis and
application materials and these conditions of approval are deemed reasonably related and roughly proportionate to the
development of this subdivision.
(1) This Preliminary Plat does not meet current UMU zoning and Bozeman Municipal Code (BMC) land use, design
and development standards. These deficiencies, deviations and waivers are included in the proposed Ferguson
Farms II Preliminary Planned Unit Development (P-PUD) application, Project No. 19028. That P-PUD must be
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approved by the City Commission with the relevant deviations, and a Final PUD must be administratively approved,
before the Final Plat for this subdivision may be approved by the City Commission. The Final Plat must also await
Director of Transportation and Engineering approval of street and other Article 4 deviations before the Final Plat
can be approved by the City Commission.
(2) Prior to approval of the Final Plat, the Applicant shall record proper legal lot access easements and a
deed restriction for the following 6 lots to provide adequate legal and physical access to public or
publicly-accessible streets or alleys: Lot 1B, Block 8; Lots 1B and 1C, Block 3; Lots 1B and 1C of Block
7; and Lot 4 of Block 6.
(3) The Applicant must execute and record the applicable Special Improvement District (SID) waivers and a copy of
the recorded waiver document shall be submitted to the Director of Transportation and Engineering prior to Final
Plat approval.
(4) BMC 38.410.130 (A) (1) Water rights -With future site plan applications, the Applicant must contact Griffin Nielsen
of the Engineering Department to obtain a determination of cash-in-lieu of water rights (CILWR). CILWR must be
paid prior to the approval of the corresponding site plans.
(5) BMC 38.410.060.D- If agricultural water user facility easements are required, a notice must also be recorded with
a Final Plat or prior to Final PUD plan approval, stating that the easements are subject to the requirements of
Section 70-17-112, MCA restricting interference with canal or ditch easements and that irrigation works are subject
to Section 85-7-2211 and 85-7-2212, MCA regarding duties and liability. The notice must include language to
assure the duties are binding upon all successors in interest and remain in effect until such time that the agricultural
water user facility is abandoned in accordance with the requirements of Montana Law or alternative requirements
are agreed to in writing by all applicable parties. The easements must be prepared as documents separate from
a Final Plat but may be referenced on a Final Plat.
(6) 38.410.060.D.3. - Prior to Final Plat approval a professional engineer must certify that the water entering and
exiting the realigned Maynard Border Ditch is of the same quality and quantity as prior to development.
(7) 38.600.170. - All public water and sewer mains must be placed in a casing pipe when crossing the Maynard Border
Ditch to a minimum of 10 feet beyond the adjacent top of channel. This distance may need to be increase
depending on main depth as determined by the City during the subdivision infrastructure review.
(8) 38.600.170. D. - The Final Plat shall depict on the condition of approval sheet the location of the post-developed
flood hazard area.
(9) BMC 38.270.030 Completion of Improvements - The City acknowledges the receipt of the Applicant’s request for
completion of improvements per Subsection B.1.b.2 and concurrent construction per Subsection D. The Applicant
is advised that the requirements of Subsection B.1.b.2 must be fulfilled prior to Final Plat approval and the
requirements of Subsection D must be fulfilled prior to building permit approval.
(10) The Applicant must identify the 100-year flood hazard area on the Final Plat prior to Final Plat approval.
(11) Prior to Final Plat approval, the Applicant shall clearly state on the plat who is responsible for the maintenance of
the proposed culverts and pedestrian crossing along the Maynard Border Ditch.
(12) Prior to Final Plat approval, the Applicant must provide written approval from the Maynard Border Ditch Company
for additional runoff discharge to the Maynard Border Ditch.
(13) The Applicant must file a maintenance agreement for the back-in angled parking areas with the County Clerk and
Recorder in addition to the plat note identifying the maintenance requirements and responsibilities of the back-in
angled parking spaces prior to Final Plat approval.
(14) The Plat Condition of Approval block on Plat Page 4 shall have a condition that reads: "Due to known high
groundwater in the area, no basements are permitted with future development of the site. No crawl spaces are
permitted with future development of the site unless a professional engineer registered in the State of Montana
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certifies that the lowest point of any proposed structure is located above the seasonal high groundwater level and
provide supporting groundwater data prior to release of a building permit. In addition, sump pumps are not allowed
to be connected to the sanitary sewer system. Sump pumps are not allowed to be connected to the drainage
system unless capacity is designed into the drainage system to accept the pumped water. Water from sump pumps
may not be discharged onto streets where it may create a safety hazard for pedestrians and vehicles.”
(15) Final Plat Conditions of Approval block on Page 4 shall include the following condition of approval: "The back-in
angled parking is to be maintained by the property owners' association, which includes snow removal, pavement
maintenance, and all other maintenance functions of the back-in angle parking spaces."
(16) The following condition of approval must be included on the Conditions of Approval block on Page 4 of the plat.
"Lot access must be constructed to the standard set forth by the City of Bozeman Design Standards and
Specifications Policy, and the City of Bozeman Modifications to the Montana Public Works Standard Specifications
per Bozeman Municipal Code requirements."
(17) This subdivision provides a sidewalk along the bordering public streets as well as along internal streets. Prior to
Final Plat approval, the Applicant must provide an easement for the portion of the proposed eight-feet wide, paved
shared use trail that exists outside of the public right-of-way. The Class I shared use trails abutting the subdivision
along the Huffine Lane and Ferguson Avenue frontages must be widened from 8 feet to 10 feet and 8 foot wide
Class I trails shall be installed along the Fallon Street and Resort Drive frontages concurrent with any first phase
construction of this subdivision.
(18) The following condition of approval must be added to the Conditions of Approval block on Plat Sheet 4 prior to
Final Plat approval: "The Property Owners Association is responsible for repair and replacement of any special
surface finishes, including but not limited to stamped concrete, in the public right-of-way including for damage
during City maintenance, repair, or replacement of utilities beneath the public right-of-way."
(19) The following language must be added to the covenants, conditions, and restrictions document prior to Final Plat
approval. "The Property Owners Association is responsible for repair and replacement of any special surface
finishes, including but not limited to stamped concrete, in the public right-of-way including for damage during City
maintenance, repair, or replacement of utilities beneath the public right-of-way. The City will return the land to a
finished grade, but will not be responsible for any repair or replacement of any special surface finishes."
(20) Prior to Final Plat approval, a separate left hand turn lane located in the east bound direction of Fallon Street at
the intersection of Fallon Street and Ferguson Avenue must be installed. Improvements must satisfy all City of
Bozeman design standards. All installed improvements must be formally accepted by the City prior to Final Plat
approval.
(21) Prior to Final Plat approval, Ferguson Avenue must be reconstructed in order to provide a two-way left turn lane
from the intersection of Huffine Lane through Fallon Ave. Improvements must satisfy all City of Bozeman design
standards and must include bicycle and pedestrian facilities. All installed improvements must be formally accepted
by the City prior to Final Plat approval.
(22) The Applicant must install a right hand deceleration turn lane on Huffine Lane at Brookfield Ave, depending on
Montana Department Transportation (MDT) approval. Improvements must satisfy all City of Bozeman and MDT
design standards. All installed improvements must be formally accepted by the City prior to Final Plat approval.
(23) The Applicant must install a right hand deceleration turn lane on Huffine Lane at Resort Drive, depending on
Montana Department Transportation (MDT) approval. Improvements must satisfy all City of Bozeman and MDT
design standards. All installed improvements must be formally accepted by the City prior to Final Plat approval.
(24) The updated flood hazard evaluation must be provided with an infrastructure review and include the post-
developed basin exhibit and channel dimensions for the Maynard Border Ditch.
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(25) Prior to infrastructure approval, a certification from the developer's professional engineer that the water entering
and exiting the realigned or relocated agricultural water user facility is the same quality and amount of water that
entered or exited the facility, per BMC 38.410.060.D.3., and written approval from the Maynard Border Ditch
Company for the relocation of the facility must be provided. If there will be a change to the quality and amount of
water that entered or exited the facility including any change to the historic stormwater discharge to the facility the
certification must clearly identify the change and subsequently the approval from Maynard Border Ditch Company
needs to acknowledge the change, per BMC 38.410.060.4.D. Both the certification and written approval must be
provided with the Final Plat application. If approval cannot be obtained and a material modification to the
subdivision is needed then the preliminary plat application may be required to be resubmitted for review, per BMC
38.100.070.B.
(26) BMC.38.410.060.D.6. a notice must be recorded with the Final Plat stating that the agricultural water user facility
easement are subject to the requirements of Section 70-17-112, MCA restricting interference with canal or ditch
easements and that irrigation works are subject to Section 85-7-2211 and 85-7-2212, MCA regarding duties and
liability. The notice must include language to assure the duties are binding upon all successors in interest and
remain in effect until such time that the agricultural water user facility is abandoned in accordance with the
requirements of Montana Law or alternative requirements are agreed to in writing by all applicable parties. The
easements must be prepared as documents separate from a Final Plat but may be referenced on a Final Plat.
(27) The Applicant must provide the necessary additional right-of-way for a separate left turn lane located in the east
bound direction of Fallon Street at the intersection of Fallon Street and Ferguson Avenue prior to Final Plat
approval.
(28) The Applicant must provide a utility exhibit that shows the proposed layout of the subdivision's water, sewer,
stormwater, and other relevant utilities that satisfies the City’s engineering design standards and specifications
policy (DSSP) prior to Final Plat approval. If additional easement or right-of-way is required to satisfy DSSP
requirements with the updated utility layout, the necessary right-of-way or easement must be provided prior to
Final Plat approval.
(29) The Applicant must add a note to the conditions of approval sheet of the Final Plat which states the following: “All
stormwater infrastructure located in the subdivision (Insert Final Subdivision Name) including stormwater
infrastructure located within the public right-of-way must be maintained by the property owners' association (Insert
Final Property Owners Association Name as recorded in the CC&Rs)”.
(30) The subdivisions stormwater maintenance plan must clearly state the following condition: “All stormwater
infrastructure located in the subdivision (Insert Final Subdivision Name) including stormwater infrastructure located
within the public right-of-way will be maintained by the property owners' association (Insert Final Property Owner's
Association Name as recorded in the CC&Rs)." The approved stormwater plan must be incorporated into the
property owners’ association documents and a copy of the documents demonstrating the inclusion of the
stormwater maintenance plan must be provided prior to Final Plat approval.
SECTION 4 - CODE REQUIREMENTS
1. The Final Plat must comply with State statute, Administrative Rules of Montana, the Bozeman Municipal Code
and an adopted Ferguson Farms II Planned Unit Development.
2. Any unmet code provisions, or code provisions that are not specifically listed as a condition of approval, does
not, in any way, create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code
or State law. Sections 3 and 4 of this report identify conditions and code corrections necessary to meet all
regulatory standards.
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3. All easements, existing and proposed, must be accurately depicted and addressed on the Final Plat and in
the Final Plat application. Public utilities must be located within dedicated street right of ways. Utility
easements need to be provided and granted with the Final Plat in accordance with public and private design
standards.
SECTION 5 - RECOMMENDATIONS AND FUTURE ACTIONS
Analysis and resulting recommendations are based on the entirety of the application materials, municipal codes,
standards, plans, public comment, and all other materials available during the review period. Collectively, this
information is the record of the review. The analysis in this report is a summary of the completed review.
On September 2, 2022, the Development Review Committee (DRC) determined that the application is adequate for
continued review and found that application conforms to standards and is sufficient for approval with conditions and
code provisions based on the staff analysis and findings described below in Section 6 of this report.
The public hearing date for the Community Development Board was December 5, 2022 at 6:00pm. The hearing was
held at City Hall, Commission Hearing Room and via WebEx with a WebEx link provided with the Community
Development Board agenda.
https://bozeman.granicus.com/player/clip/1924?view_id=1&redirect=true&h=bfcc436e0de0f6bc89f258c91abc3290
takes you to the video record of that meeting.
The public hearing date for the City Commission was March 7, 2023, at 6:00 P.M. at City Hall in the Commission
Hearing Room.
SECTION 6 - STAFF ANALYSIS AND FINDINGS
Applicable Subdivision Review Criteria, BMC Section 38.240.150.B.
In considering applications for subdivision approval under this title, the Community Development Board, other relevant
advisory boards and the City Commission shall consider the following criteria:
1. Compliance with the survey requirements of Part 4 of the Montana Subdivision and Platting Act.
The preliminary plat has been prepared in accordance with the surveying and monumentation requirements of the
Montana Subdivision and Platting Act by a Professional Engineer registered in the State of Montana. As outlined in
Code Provision Number 1, the Final Plat must comply with State statute, Administrative Rules of Montana, and the
Bozeman Municipal Code. A conditions of approval sheet must be included with the Final Plat and updated with any
additional required notations as required by Preliminary Plat conditions or code provisions.
2. Compliance with the local subdivision regulations provided for in Part 5 of the Montana Subdivision and
Platting Act and review processes per BMC 38.240.150.
a. The Final Plat must comply with the standards identified and referenced in the Bozeman Municipal Code
(BMC). This subdivision application does not meet specific Urban Mixed Use (UMU) zoning provisions of the BMC and,
therefore, cannot be approved unless and until the Applicant’s requested Ferguson Farms II Preliminary Planned Unit
Development (P-PUD) application is approved and a Final PUD is approved by the City Commission. Condition of
Approval No. 1 requires the Final PUD approval prior to approval of this Preliminary Plat (PP).
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b. The Final Plat must comply with the standards of the BMC regarding streets, access and other Article 4
standards. As noted in Condition of Approval No. 1, the Director of Transportation and Engineering must grant the
requested BMC Article 4 deviations and waivers as part of the P-PUD application before this Final Plat can be approved.
Per Condition No. 2, legal access must be provided to all lots within the subdivision prior to approval of the Final Plat.
c. The Applicant is advised in Code Provision No. 2 that unmet code provisions, or code provisions that are not
specifically listed as a condition of approval, does not, in any way, create a waiver or other relaxation of the lawful
requirements of the Bozeman Municipal Code or State law. Sections 3 and 4 of this report identify conditions and code
provision corrections necessary to meet all municipal regulatory standards. Therefore, it is expected that upon City
Commission approval of the requested P-PUD and upon satisfaction of all conditions and code corrections, the
subdivision would comply with local subdivision regulations.
3. Compliance with the local subdivision review procedures provided for in Part 6 of the Montana
Subdivision and Platting Act.
The Applicant requested subdivision review under the terms of 76-3-601 to 608 and BMC 38.240.150. The application
was initially received on August 29, 2019, and was deemed inadequate for further review. Revised application materials
were received on January 2020, November 2021, April 2022, July 14, 2022, and August 24, 2022. The City deemed
the application adequate for review on September 2, 2022. Public hearings are scheduled for October 3, 2022, for the
Community Development Board and October 18, 2022, for the City Commission.
The hearings before the Community Development Board and City Commission have been properly noticed as required
by the BMC. Based on the recommendation of the Development Review Committee (DRC) and other applicable review
agencies, as well as any public testimony received on the matter, the Community Development Board must forward a
recommendation via a staff report to the City Commission who will make the final decision on the Applicant’s request.
The final decision for a Major Subdivision Preliminary Plat with more than 50 lots must be made within 80 working days
of the date it was deemed adequate (September 2, 2022). Pursuant to BMC 38.240.130 the City Commission was to
approve, conditionally approve or deny the subdivision application by November 20, 2022 unless there is a written
extension from the developer, not to exceed one year. The Applicant requested this extension to work out details of
the companion P-PUD application that affects the preliminary plat application.
Public notice for this application was given as described in Appendix A beginning on September 9, 2022 and ending
on October 18, 2022. A second public notice period began on November 4, 2022 and ended on December 20, 2022.
On December 20, 2022, the Applicant requested the Commission consideration of the P-PUD and the Preliminary Plat
be continued to March 7, 2023 to allow time for his team to consider design responses to comments on proposed P-
PUD street frontage parking relaxations by the Community Development Board (Design Review Board).
Public comment was requested at the March 7, 2023 Commission hearing and none was received. As of the March
23, 2023 date of this staff report, no public comment has been received.
On September 26, 2022, a staff report for the Ferguson Farms II Major Subdivision Preliminary Plat (PP) was completed
and forwarded with a recommendation of conditional approval for consideration to the Community Development Board.
On December 5, 2022, the Board, acting as the Planning Board, recommended approval of the PP with conditions and
code provisions.
Compliance with Chapter 38, BMC and other relevant regulations.
Community Development staff and the City’s Development Review Committee (DRC) reviewed the preliminary plat
application against all applicable regulations of the BMC as well as against the provisions of the proposed P-PUD,
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should that be approved by the Commission. Based on review of the DRC and the Department of Community
Development, all applicable regulations are met if all conditions of approval and BMC code requirements are satisfied
and the P-PUD is approved and its own conditions and code provisions are satisfied. Pertinent code provisions and
recommended conditions of approval are included in this report for your consideration in Sections 3 and 4 above. All
municipal water and sewer facilities will conform to the regulations outlined by the Montana Department of
Environmental Quality and the requirements of the City of Bozeman Design Standards and Specifications Policy and
Public Works Standard Specifications, except for modifications approved by the Director of Transportation and
Engineering as part of the Applicant’s P-PUD deviation/modification requests.
4. Documentation of Compliance with BMC 38.220.060 to identify impacts to surrounding assets.
A subdivision pre-application plan review was completed by the Development Review Committee (DRC) on June 9,
2021. The DRC found that more information was needed prior to the application going forward to preliminary plat.
Revisions were submitted in January 2020, November 2021, April 2022, July 14, 2022, and August 25, 2022.
This Preliminary Plat must address the review criteria of Section 76-3-608 (3)(a) and clearly identify potential impacts
of the subdivision on agriculture, agricultural water user facilities, local services, the natural environment, wildlife,
wildlife habitat and public health and safety. Those parameters are addressed in the following Section 38.220.060.A.
1 through 19. The Development Review Committee (DRC) completed a subdivision pre-application plan review and
no variances were requested. Staff offers the following summary comments on the documents required by BMC
38.220.060.
Staff offers the following summary comments on this supplemental information.
1. Surface Water. A portion of the agricultural irrigation ditch Maynard Border Ditch bisects the Site in a north-south
orientation and flows in a northerly direction approximately 225 feet east of the western border of the property. This is
a non-jurisdictional ditch and does not have any setback or discharge requirements. This open channel irrigation ditch
would be relocated approximately 30 to 50-feet to the east and would remain an open channel, would be revegetated,
and would be developed as an open space amenity of the development (see Attachment 2). Portions of the ditch would
lie within the private open space Lots 4, 6 and 7 and public open space Lots 3, 5 and 8. By definition in Section
38.70.210, irrigation ditches are not deemed a naturally-occurring watercourse subject to the protections and provisions
of wetlands.
2. Floodplains. Stormwater – There is an existing stormwater pond in the northwest corner of the Site that would be
replaced with underground stormwater detention chambers and would discharge into the existing Maynard Border
Ditch. The Ditch is a controlled irrigation conveyance facility and does not have an associated floodplain. All required
permits for the ditch crossings would be obtained prior to the start of construction. The subdivision must construct storm
water management and water quality facilities conforming to standards of the Bozeman Municipal Code. The
maintenance of the stormwater facilities are the responsibility of the Property Owners’ Association (POA) as outlined
in Conditions 7, 9, 28 and 29. Inspection of installed facilities prior to Final Plat will verify that standards have been
met. Conditions 28 and 29 would ensure mitigation of post-development flood hazard areas and, therefore, no
significant negative impacts to the natural environment are anticipated.
Based on the project’s flood evaluation study findings, a certain amount of stormwater runoff will be generated by the
development within the subdivision and will contribute to water levels in the Maynard Border Ditch which it is believed
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can be accommodated by the capacity of the culvert and open ditch. Conditions 4, 5, 6, 10, 11, 23 and 25 assure that
the Maynard Border Ditch is relocated and maintained properly to accommodate this flow.
3. Groundwater. Groundwater is known to be high in this area, at from 4.5 to 6 feet below ground surface.
The Applicant provided monitoring wells to establish seasonal minimum and maximum groundwater depths.
Groundwater degradation would be minimized through a series of underground infiltration chambers. These
chambers would capture runoff from the parking areas and other hardscape features within the subdivision.
Stormwater would then infiltrate and recharge the groundwater within the area.
Because the site is in a potential area of high groundwater which may negatively impact future structures or cause illicit
discharges into the sanitary sewer and over-burden the surface drainage system, Condition No. 13 prohibits crawl
spaces or basement without first consulting a professional engineer certified in the State of Montana who would certify
that groundwater would not harm these structures. This requirement would protect both future structure owners from
future hazards of flooding and lessen burdens on the public from illicit discharges.
4. Geology, Soils and Slopes. The site is relatively flat. The soils present are loamy soils characterized by poor-
draining to well-draining soils generally found in irrigated farmland. No streets would exceed 5% slope.
5. Vegetation. The property has been vacant for several years and has not been used agriculturally in the
recent past. No critical vegetation species exist on the Site. The native grasses are occasionally mowed during the
growing season for weed control. An approved weed management plan has been prepared by the Applicant and
approved by the County Weed Management Department. Responsibility for weed management must be provided
recorded with the subdivision Covenants, Conditions and Restrictions (CC&R) document clarifying that the Property
Owner Association (POA) is responsible for implementing and enforcing the weed management plan.
There are some existing aspen and cottonwood trees in the vicinity of the Maynard Border Ditch. When possible, these
trees would be preserved.
6. Wildlife. No animals listed under the “Animal Species of Special Concern”, (Montana Natural Heritage
Program, Helena, 2003) have been observed or are known to occupy the property. Habitat most suitable for wildlife
includes the area around the Maynard Border Ditch vegetation that would be removed. The relocated open irrigation
ditch would be landscaped.
7. Agriculture. The property, previously in agricultural cultivation, has been fallow for a number of years. Due to
development in the area and anticipation of development of the property by the owner, no agricultural practices have
been performed on the property for several years.
8. Agricultural Water User Facilities. There is an agricultural irrigation ditch on the property which is proposed to
be relocated on the Site with the permission of the ditch owner(s), the Maynard Border Ditch Company. The Maynard
Border Ditch agricultural irrigation facility would be relocated on-site and would continue to flow as an open channel
through the Site and would function as it has been per Conditions 4, 5, 6, 10, 11, 23, 24 and 25.
9. Water and Sewer. Water rights exist for the subject property. Water for domestic use and fire protection will
be provided by connections to the City of Bozeman water system. The proposed water mains will connect to existing
water mains in Resort Drive, Fallon Street, and Ferguson Avenue. The Applicant proposes to contribute cash-in-lieu
of water rights (CILWR) to the City which must be paid prior to approval of specific site plan(s) within the subdivision,
per Condition No. 3.
Sanitary sewer service will be provided through connection to the City of Bozeman’s existing sanitary sewer collection
system. The sewer system will connect to the 8” main in Fallon Street at two locations and the 8” main in Resort Drive
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at one location. From there, sanitary sewage will be conveyed to and treated at the City of Bozeman’s Water
Reclamation Facility.
Per the Engineering Report for this subdivision, water and wastewater improvements would be designed to meet City
standards and, with the recommended conditions of approval and code provisions, this subdivision would not
significantly burden City water or sanitary sewer infrastructure.
10. Stormwater Management.
Storm water within the subdivision will be conveyed via surface gutter flow to curb inlets, then underground via storm
drain piping to underground stormwater retention and detention chambers in the Open Space parcels. The
subdivision will not significantly impact stormwater infrastructure. The stormwater systems would be designed to
meet City standards and would be maintained by the property owners association (POA) per Conditions 28 and 29.
11. Streets, Roads and Alleys.
a. Streets –
The proposed Ferguson Farm II PUD Subdivision has legal access onto Huffine Lane, Resort Drive, Ferguson Avenue,
and Fallon Street. The proposed roads will match the established (existing) street grid structure and be within dedicated
rights-of-way (ROW). Local streets will have the standard 60’ right-of-way except for small portions of Valley Commons
Drive and Brookfield Avenue where the right-of-way is 101’ and 85’, respectively. Four way stops will be installed along
Resort Drive where Field Street and Valley Commons Drive intersect Resort Drive.
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Per the recommendation of a geotechnical engineer, the pavement design section for the Ferguson Farm II Subdivision
is 3” asphalt surface course over 6” of 1-1/2” minus crushed gravel base course over 18” of 6” minus pit run sub-base
course. This section will be checked per the AASHTO Guide for Design of Pavement Structures when during the
construction design development.
Road maintenance for all streets will be provided by the Property Owner’s Association after the improvements have
been accepted by the City. Erosion and siltation control will be exercised during construction by using the appropriate
best management practices as outlined in “Montana Sediment and Erosion Control Manual” (May 1993) prepared by
the MDEQ Water Quality Bureau.
ATS performed a trip generation analysis to determine the anticipated future traffic volumes from the development
using the trip generation rates contained in Trip Generation (Institute of Transportation Engineers, Tenth Edition).
These rates are the national standard and are based on the most current information available to planners. A vehicle
“trip” is defined as any trip that either begins or ends at the development site. ATS determined that the critical traffic
impacts on the intersections and roadways would occur during the weekday morning and evening peak hours. At full
development the Ferguson Farm II development would produce 976 AM peak hour trips, 1,337 PM peak hour trips,
and 13,066 daily trips. The 2020 Bozeman Community Plan/Growth Policy and subdivision standards require adequate
connectivity of a development to the street grid. Access to the Site would be taken from the following public roads that
abut the Site: Huffine Lane, Ferguson Avenue, Fallon Street, Ravalli Street, and Resort Drive. A new extension of
Valley Commons Drive would be extended through the Site in an east-west direction. Lot access must meet City
standards per Condition numbers 2 and 15 and access must be improved to accommodate development-generated
traffic per Conditions 17, 18, 19, 20, 21, 22, 26 and 27.
Condition 3 requires the Applicant to record waivers to applicable Special Improvement Districts is established to serve
the project and area including Street improvements to Ferguson Avenue, Huffine Lane, Fallon Street, Ravalli Street,
Resort Drive; intersection improvements to Ravalli and Fallon streets, Resort and Fallon streets, Ferguson and Fallon
streets, and Ferguson and Huffine streets.
b. Parking Conditions – The PUD that enables this subdivision provides several BMC waivers and deviations. These
include: (1) no minimum or maximum number of required parking spaces; (2) minimum landscape screening of surface
parking lots that border the subdivision; (3) common parking areas for all tenants, workers and visitors to the Site; (4)
condominium parking spaces within structured parking garages located within surface parking lots; and (5) “back-in”
angled parking spaces along internal streets. The back-in angled parking must be approved by the Director of
Transportation and Engineering as noted in Conditions 12 and 14.
c. Walkability, Transit and Bikeability. This subdivision provides a sidewalk along the bordering public streets
mentioned above as well as along internal streets. The Class I shared use trails abutting the subdivision along the
Huffine Lane and Ferguson Avenue frontages must be widened from 8 feet to 10 feet. Eight feet wide Class I trails
shall be installed along the Fallon Street and Resort Drive frontages concurrent with any first phase construction of this
subdivision per Condition No. 16.
A traffic analysis for this subdivision revealed that certain improvements and upgrades are needed to adequately serve
the proposed development within this subdivision and to mitigate potential adverse impacts to the traveling public as
noted in Conditions 19, 20, 21, 22, 26 and 27.
With Conditions 2, 20, 21, 22, 26 and 28, the subdivision would not significantly impact the City’s street infrastructure.
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12. Utilities. This subdivision would not significantly impact utilities. Standard 10-ft utility easements would be
provided across all lots. All public and private utilities are available in the area to serve this subdivision.
13. Land Use. This subdivision proposes 9 block and 66 lots consisting of the following uses: 43 lots for commercial
uses, 14 open space lots and 9 lots for structured parking.
14. Parks and Recreation Facilities. Parkland dedication is not required of this wholly commercial development.
Should residential use be proposed in the future, as a site plan application of any of the lots, parkland would be required.
However, 14 publicly-accessible open space lots spread throughout the subdivision would be provided.
15. Neighborhood Center Plan. Neighborhood centers are required for subdivisions of 10-acres or more per
38.410.020. This subdivision is 31-acres and proposes a neighborhood center within the subdivision located along the
Maynard Border Ditch amenity as shown in Attachment B. This neighborhood center would be connected by Open
Space Lots 7,9,10 and 11 and would feature a skyline bridge above the Ditch. Benches and other pedestrian facilities
would be constructed within the skyline bridge to allow pedestrians to relax and enjoy views of the surrounding
viewscapes.
16. Lighting Plan.
No lights are proposed around the perimeter of the subdivision except at the road intersections with Huffine Lane,
Ferguson Avenue, Fallon Street, and Resort Drive. Internally, there are street lights along the local streets and within
the parking lots. The lights are spaced to provide adequate security lighting and provide safe illumination for
pedestrians walking after dark. The preliminary lighting plan for streets and alleys therein is in accordance with the
requirements of the BMC. Each light spacing and design would meet City of Bozeman Design Standards and
Specifications Policy.
17. Miscellaneous.
a. Health and Safety. With the recommended conditions of approval and required code provisions, the subdivision
is not expected to adversely impact public health and safety. The intent of the regulations in Chapter 38 of the Bozeman
Municipal Code (BMC) is to protect the public health, safety and general welfare. The subdivision has been reviewed
by the Development Review Committee (DRC) which has determined that it is in general compliance with the BMC
standards, as amended by the proposed Preliminary PUD, and with recommended conditions and code provisions.
Conditions deemed necessary to ensure compliance have been noted throughout this staff report. Code provisions
Numbers 1 and 2 require full compliance with all applicable State and BMC code requirements.
All subdivisions must be reviewed against the criteria listed in 76-3-608.3.b-d, Montana Code Annotated (MCA) and as
a result, the Department of Community Development has reviewed this application against the listed criteria and further
provides the following summary from Applicant submittal materials and requirements. It is noted that all infrastructure
would meet City standards as amended by the approved P-PUD and as approved by the Director of Transportation
and Engineering per the P-PUD requests.
b. Historical Features. Damon Murdo, Cultural Records Manager of the Montana Historical Society, has not noted any
previously designated cultural properties in the area. If any historic items are discovered during construction, the State
Historic Preservation Office would be contacted.
18. Affordable Housing. Not applicable. There is no residential use proposed for this subdivision.
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19. Adopted Growth Policy Consistency.
Project Site zoning and Growth Policy implications:
The subdivision land (Site) is designated “Community Commercial Mixed Use” in the Bozeman Community Plan Future
Land Use Map.
This category is intended to “promote commercial areas necessary for economic health and vibrancy. This
includes professional and personal services, retail, education, health services, offices, public
administration, and tourism establishments. Density is expected to be higher than it is currently in most
commercial areas in Bozeman and should include multi-story buildings. Residences on upper floors, in
appropriate circumstances, are encouraged. The urban character expected in this designation includes
urban streetscapes, plazas, outdoor seating, public art, and hardscaped open space and park amenities.
High density residential areas are expected in close proximity.
Developments in this land use area should be located on one or two quadrants of intersections of the
arterial and/or collector streets and integrated with transit and non-automotive routes. Due to past
development patterns, there are also areas along major streets where this category is organized as a
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corridor rather than a center. Although a broad range of uses may be appropriate in both types of
locations, the size and scale is to be smaller within the local service areas. Building and site designs made
to support easy reuse of the building and site over time is important. Mixed use areas should be developed
in an integrated, pedestrian friendly manner and should not be overly dominated by any single use. Higher
intensity uses are encouraged in the core of the area or adjacent to significant streets and intersections.
Building height or other methods of transition may be required for compatibility with adjacent
development.
Smaller neighborhood scale areas are intended to provide local service to an area of approximately one
half-mile to one mile radius as well as passersby. These smaller centers support and help give identity to
neighborhoods by providing a visible and distinct focal point as well as employment and services. Densities
of nearby homes needed to support this scale are an average of 14 to 22 dwellings per net acre.”
Staff Comment: The Site is zoned Urban Mixed Use (UMU) which is an implementing zoning district for the
Community Commercial Mixed Use Future Land Use designation. The subject property was annexed to the City in
2000 by the Applicant and it was initially-zoned Business Park (B-P) District. In March 2006, the Applicant submitted
a zoning text amendment application to create a new zoning district called Urban Mixed Use District (UMU). In
August 2007, by Ordinance No. 1681, the Urban Mixed Use District (UMU) was established. In April 2008, at
the request of the Applicant, the 31-acre subject property was rezoned from B-P, Business Park District to the
new UMU District by Ordinance No. 1745. This is the only UMU-zoned land in the City.
According to the Bozeman Municipal Code/ Unified Development Code: “Urban mixed-use zoning district (UMU)
The intent and purposes of the UMU urban mixed-use district are to establish areas within the city that
are mixed-use in character, and to set forth certain minimum standards for development within those
areas which encourage vertical mixed-use development with high density. The purpose in having an urban
mixed-use district is to provide options for a variety of employment, retail and community service
opportunities within the community, with incorporated opportunity for some residential uses, while
providing predictability in uses and standards to landowners and residents. There is a rebuttable
presumption that the uses set forth for each district will be compatible both within the individual districts
and with adjoining zoning districts when the standards of this chapter are met and any applicable
conditions of approval have been satisfied. Additional requirements for development apply within overlay
districts.
1. It is the further the intent of this district to:
a. Allow complementary land uses which encourage mixed uses on individual floors including,
but not limited to, retail, offices, commercial services, restaurants, bars, hotels, recreation and
civic uses, and housing, to create economic and social vitality and to encourage the linking of
trips;
b. Foster the development of vertically oriented mixed uses, in contrast to single use
development distributed along high vehicle capacity roadways;
c. Encourage development that exhibits the physical design characteristics of vibrant, urban,
pedestrian-oriented, storefront-style shopping streets with pedestrian amenities;
d. Provide roadway and pedestrian connections to residential areas;
e. Provide appropriate locations and design standards for automobile and truck-dependent uses;
f. Create central urban gathering places such as community squares or plazas;
g. Allow for urban oriented recreational activities consistent with the standards and intent of the
district; and
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h. To encourage and support the use of sustainable building practices.
2. To accomplish the intent of the district, the UMU district should ideally be located at the
intersections of major traffic corridors; that is, at the intersections of two arterials, or, less
frequently, an arterial and a collector street. The major intersections should have or be
planned to have a stop light or other active traffic control. While placement at major
intersections is a necessary precondition, not all major intersections should have the UMU
district adjacent to them. Additionally, placement of this district should be adjacent or near to
dense residential development to enhance walking and bicycle use.”
Sec. 38.330.010. UMU district—Special standards.
A. A UMU district is anticipated to generally be not less than 20 acres in area. The city may approve a
lesser area of not less than ten acres upon finding that a smaller area will still provide for adequate
transition between adjacent districts, provide a reasonable community setting for the intensity of
the district, and that a smaller area will not constitute spot zoning.
B. The district must be surrounded by perimeter streets unless precluded by topography.
C. Block frontages and building orientation. See division 38.510 for applicable standards for all
development types.
D. Site planning and design element standards. See division 38.520 for applicable standards for all
development types.
E. Building standards.
1. Building design. See division 38.520 for applicable standards for all development types.
2. Floor-to-floor heights and floor area of ground-floor space.
a. All commercial floor space provided on the ground floor of a mixed-use building must
have a minimum floor-to-ceiling height of 13 feet. [changed to 15 feet floor to floor
height]
b. All commercial floor space provided on the ground floor of a mixed-use building must
contain the following minimum floor area:
(1) At least 800 square feet or 25 percent of the lot area (whichever is greater) on lots with
street frontage of less than 50 feet; or
(2) At least 20 percent of the lot area on lots with street frontage of 50 feet or more.
3. Street-level openings on parking structures must be limited to those necessary for retail store
entrances, vehicle entrance and exit lanes, and pedestrian entrances to stairs and elevator
lobbies. Parking structures adjacent to streets must have architectural detailing such as, but
not limited to, standard size masonry units such as brick, divided openings to give the
appearance of windows, and other techniques to provide an interesting and human-scaled
appearance on the story adjacent to the sidewalk.
F. Special parking standards.
1. Maximum surface parking.
a. In order to achieve the intent of the district and achieve efficiency in the use of land,
surface parking provided for the sole use of an individual development must not exceed
100 percent of the minimum parking requirement for the subject land use based upon
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the requirements of division 38.540 of this chapter. The UMU district may utilize the
parking reductions authorized in section 38.540.050.2.c.1. All qualifying reductions must
be included in determining the 100 percent requirement.
b. Exemptions to section 38.330.010.G.1.a, to allow unstructured surface parking up to 100
percent of the minimum parking requirement exclusive of reductions may be approved
through the development review process for developments that provide shared parking
to other development, valet parking spaces, parking for off-site users for which an hourly
or other regular rent is paid, or similarly managed parking facilities.
2. Structured parking incentive. A floor area bonus of one square foot may be granted for each
square foot of area of parking provided within a building. Additional height of building is
allowed to accommodate this additional building area per Table 38.320.050.
3. Bicycle parking. Covered bicycle parking must be provided. The covered spaces must be at
least one-half of the total minimum bicycle parking. The minimum number of covered spaces
must be the greater of either ten bicycle parking spaces or five percent of motor vehicle
parking provided on-site.
G. Lighting. All building entrances, pathways, and other pedestrian areas must be lit with pedestrian-
scale lighting (e.g., wall mounted, sidewalk lamps, bollards, landscaping lighting, etc.). Alternative
lighting meeting the intent of the design guidelines and other criteria of this chapter may be
approved through site development review.
H. Public spaces. The UMU district is urban in nature. Public parks and recreational areas are likewise
expected to be urban in nature. This will include elements such as plazas or other hardscapes,
landscaping with planters, furniture, developed recreation facilities such as basketball and tennis
courts or indoor recreation facilities, and will be more concentrated in size and development than
anticipated in a less urban setting. The requirements of this section give direction in the
development of park plans and the application of the standards of division 38.420 of this chapter.
The parkland dedication requirements of division 38.420 of this chapter may be satisfied by a
cumulative contribution of land and the value of on-site improvements to create spaces with the
characteristics and functions described in this section. Development within the UMU district may
also utilize any of the options of sections 38.420.030 and 38.420.100 to satisfy the requirements of
section 38.420.020.A. The requirements of this section must prevail if these standards conflict with
the application of the standards of article 4 of this chapter.
1. Public spaces must be designed to facilitate at least three of the following types of activities to
encourage consistent human presence and activity.
2. Public spaces must be designed to:
a. Facilitate social interaction between and within groups;
b. Provide safe, pleasant, clean and convenient sitting spaces adaptable to changing
weather conditions;
c. Be attractive to multiple age groups;
d. Provide for multiple types of activities without conflicting;
e. Support organized activities;
f. Be visually distinctive and interesting;
g. Interconnect with other public and private spaces; and
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h. Prioritize use by persons.
Staff Evaluation: The proposed 31-acre subdivision is a wholly commercial development with 72 lots
consisting of 49 buildable lots, 14 open space lots, 9 parking lots and roads and alleys. The Community Commercial
Mixed Use Community Plan Future Land Use Map (FLUM) designation would recommend residential uses within the
mix of land uses, however, it is not required. The UMU, Urban Mixed Use zoning designation would also recommend
residential uses as part of the mix of land uses, but it is not required. Should an individual developer of a particular lot
choose to include residential uses, both the FLUM and the UMU zoning would allow it. The requested Preliminary
Planned Unit Development (P-PUD) deviations would not preclude it within this development. Except for the requested
deviations in development standards and mix of uses, the P-PUD would be consistent with the Community Commercial
Mixed Use land use designation.
5. The provision of legal access and easements to and within the subdivision for the location and installation
of any necessary utilities.
Condition of Approval No. 2 requires the Applicant to provide legal and physical access to each lot pursuant to UDC
and State Statute. Code Provision No. 3 requires all easements, existing and proposed, must be accurately depicted
and addressed on the Final Plat and in the Final Plat application. Public utilities must be located within dedicated street
right of ways. Utility easements need to be provided and granted with the Final Plat in accordance with public and
private design standards.
6. The provision of legal and physical access to each parcel within the subdivision and the notation of that
access on the applicable plat and any instrument transferring the parcel.
Access to the property is from Ferguson Avenue, Huffine Lane, Fallon Street and Resort Drive which are City-owned
and maintained roads. However, within the subdivision, there are 6 lots to be developed exclusively for structured
parking that do not have legal and physical access to a public street as required by BMC Section 38.400.090.B.2 and
State Statute. These 6 lots are shown below in Figure 8. The Preliminary PUD requests a waiver from this requirement.
However, due to State Statutes, legal and physical access to a public or publicly-accessible street or alley or “green
corridor” must be provided to each lot. This requirement cannot be waived. Some form of legal access must be
provided to each lot per Condition No. 2.
Condition of Approval No. 1 requires that the PUD with the appropriate deviations or waivers must be granted by the
Director of Transportation and Engineering and approved by the City Commission prior to approval by the City
Commission of this subdivision Final Plat.
FISCAL EFFECTS
There will be property tax revenue from development within this subdivision and costs to provide municipal services
to that property. However, no unusual fiscal effects have been identified.
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SECTION 7 –FINDINGS OF FACT AND ORDER AND APPEAL PROVISIONS
A. PURSUANT to Chapter 38, Article 3, BMC, and other applicable sections of Chapter 38, BMC, public
notice was given, opportunity to submit comment was provided to affected parties, and a review of the
preliminary plat described in these findings of fact was conducted.
B. The purposes of the preliminary plat review were to consider all relevant evidence relating to public
health, safety, welfare, and the other purposes of Chapter 38, BMC; to evaluate the proposal against the
criteria and standards of Chapter 38 BMC, including the proposed P-PUD, if approved; and to determine
whether the plat should be approved, conditionally approved, or denied.
C. The matter of the preliminary plat application was considered by the City Commission at a public
hearing on March 7, 2023 at which time the Department of Community Development Staff reviewed the
project, submitted and summarized recommended conditions of approval, and summarized the public
comment submitted to the City prior to the public hearing, which was none.
D. The Applicant acknowledged understanding and agreement with the recommended conditions of
approval, code provisions.
E. The City Commission requested public comment at the public hearing on March 7, 2023 and no one
sought to offer comment.
Figure 8:
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F. It appeared to the City Commission that all parties and the public wishing to examine the proposed
preliminary plat and offer comment were given the opportunity to do so. After receiving the recommendation
of the relevant advisory bodies established by Article 38.210, BMC, and considering all matters of record
presented with the application and during the public comment period defined by Chapter 38, BMC, the City
Commission has found that the proposed preliminary plat would comply with the requirements of the
Bozeman Municipal Code if certain conditions were imposed, including the Commission’s approval of the
companion Ferguson Farms II Legacy Preliminary Planned Unit Development (P-PUD) which occurred on
this same date. Therefore, being fully advised of all matters having come before her regarding this application,
the City Commission makes the following decision.
G. The preliminary plat has been found to meet the criteria of Chapter 38, BMC, and is therefore
approved, subject to the conditions listed in Section 3 of this report and the correction of any elements not in
conformance with the standards of the Chapter including those identified in Section 4 of this report. The
evidence contained in the submittal materials, advisory body review, public testimony, and this report, justify
the conditions imposed on this development to ensure that the subdivision final plat and subsequent
construction complies with all applicable regulations, and all applicable criteria of Chapter 38, BMC.
H. This City Commission order may be appealed by bringing an action in the Eighteenth District Court
of Gallatin County, within 30 days after the adoption of this document by the City Commission, by following
the procedures of Section 76-3-625, MCA. The preliminary approval of this subdivision shall be effective for
three (3) years from the date of the signed Findings of Fact and Order approval, provided the Ferguson
Farms II P-PUD remains in effect. At the end of this period the City may, at the request of the subdivider,
grant an extension to its approval for a period of mutually agreed upon time.
DATED this ________ day of _____________________, 2023
BOZEMAN CITY COMMISSION
_________________________________
CYNTHIA L. ANDRUS
Mayor
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ATTEST:
_______________________________
Mike Maas
City Clerk
APPROVED AS TO FORM:
_________________________________
GREG SULLIVAN
City Attorney
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APPENDIX A – NOTICING AND PUBLIC COMMENT
Notice was provided at least 15 and not more than 45 days prior to the Community Development Board and City
Commission public hearings. Pursuant to BMC 38.220.420, notice was provided by posting the site, mailing by certified
mail to the Applicant and adjacent property owners and by first class mail to all other owners within 200 feet on
September 9, 2022. The site was posted with a notice on September 9, 2022 and a legal advertisement was published
in the Bozeman Daily Chronicle on September 11 and 18, 2022. Content of the notice contained all elements required
by Article 38.220., BMC. Due to an Applicant error in the updating of the adjacent property owner mailing list, a second
public notice period and mailing was initiated on November 4, 2022, using an updated mailing list. The second public
notice period is from November 4, 2022 to December 20, 2022. At the request of the Applicant, the City Commission
re-scheduled the hearing on the Preliminary Plat and the P-PUD to March 7, 2023. No public comment has been
received at the time of the writing of this staff report on March 23, 2023.
APPENDIX B - OWNER INFORMATION
Owner/Applicant: Boardwalk Properties, Inc, 101 E. Main Street, Suite D, Bozeman, MT 59715;
delaney@delaneynco.com
Combs Capital LC, 1095 Cougar Drive, Bozeman, MT 59718
Representative: Tyler Steinway, Intrinsik Architecture, 106 East Babcock Avenue, Suite 1A, Bozeman, MT 59715,
tsteinway@intrinsikarchitecture.com
Report By: Susana Montana, Senior Planner, smontana@bozeman.net
Staff Engineer: Cody Flammond, cflammond@bozeman.net
ATTACHMENT LINKS
Attachment 1: Applicant’s Application Narration Full Project Description
Subdivision Plat Sheets 1 through 4 (separately)
The full application and file of record can be viewed digitally at
https://weblink.bozeman.net/WebLink/Browse.aspx?startid=203350
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Memorandum
REPORT TO:City Commission
FROM:Nakeisha Lyon, Associate Planner
Brian Krueger, Development Review Manager
Erin George, Deputy Director of Community Development
Anna Bentley, Director of Community Development
SUBJECT:Authorize the Mayor to Sign the West Park Neighborhood Major Subdivision
Preliminary Plat Findings of Fact and Order, Application 22178 (Quasi-
Judicial)
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Community Development - Quasi-Judicial
RECOMMENDATION:Approve and authorize the Mayor to Sign the West Park Neighborhood
Major Subdivision Preliminary Plat Findings of Fact and Order, Application
22178
STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning,
ranging from building design to neighborhood layouts, while pursuing urban
approaches to issues such as multimodal transportation, infill, density,
connected trails and parks, and walkable neighborhoods.
BACKGROUND:The City Commission passed a motion to approve this major subdivision
preliminary plat, subject to four (4) subdivision variances, conditions of
approval and code provisions, unanimously (5-0) on February 28, 2023.
Based on this decision, staff has attached the Findings of Fact and Order for
the Mayor's signature. The West Park Neighborhood Subdivision is a major
subdivision to subdivide 40.83 acres within four (4) restricted development
residential lots of Norton Ranch East Phase 6 into four (4) restricted
development residential lots, one (1) city park lot, two (2) open space lots,
easements, and associated right of way. The subject property is zoned R-4,
Residential High Density District, and the underlying growth policy
designation is Urban Neighborhood. Pursuant to Sec. 38.240.150.D of the
Bozeman Municipal Code (BMC), within 30 working days of the final action
to approve, deny, or approve with conditions a subdivision, the City
Commission must issue written findings of fact as required in MCA 76-3-620
that discuss and weigh the applicable criteria pursuant to 76-3-623 as well as
compliance with other laws and regulations applicable to the subdivision.
UNRESOLVED ISSUES:There are no unresolved issues with this application.
ALTERNATIVES:1. Approve the Findings of Fact and Order as drafted;
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2. Approve the Findings of Fact and Order with modifications;
3. As determined by the City Commission.
FISCAL EFFECTS:
Fiscal impacts are undetermined at this time, but will include increased
property tax revenues from new development, along with increased costs to
deliver municipal services to the property. Impact fees will be collected at
the time of issuance of building permits for individual developments along
with City sewer and water connection fees.
Attachments:
22178 West Park Neighborhood Preliminary Plat Findings of
Fact and Order.pdf
Report compiled on: March 23, 2023
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22178 Findings of Fact and Order for the West Park Neighborhood
Subdivision Preliminary Plat and Variances
Public Hearing Date: Community Development Board acting as the Planning Board met on
Monday, February 6, 2023 at 6:00 pm.
View the Community Development Board Meeting Video.
City Commission met on Tuesday, February 28, 2023 at 6:00 pm.
View the City Commission Meeting Video.
Project Description: A major preliminary plat subdivision application requesting permission for
the division of 40.83 acres into four (4) developable lots zoned R-4, one (1) city park
lot, and two (2) open space lots, easements, and associated rights of way. The site is
located south of Vaughn Dr., east of Laurel Pkwy., and north of W. Babcock St.
Additionally, the applicant is requesting four subdivision variances related to the
following code sections: BMC 38.400.010.A.1 - Relation to undeveloped areas, BMC
38.400.010.A.2 - Relation to developed areas, and BMC 38.400.010. - Block
Length. These subdivision variances are in regards to the extension of Cascade St. to the
eastern boundary of the subject property, the extension of Water Lily Dr. to W. Babcock
St. on the southern boundary of the subject property, and block length between the
existing Cottonwood Rd. and the proposed Pond Lily Dr. along W. Babcock St.
Project Location: The property is legally described as Lots R1A, R1B, R1C, and R1D of
Norton East Ranch Subdivision Phase 6, S09, T02 S, R05 E, Acres 6.63, P.M.M., City of
Bozeman, Gallatin County, Montana, according to the official plat J-694 thereof on file
and of record in the office of the County Clerk and Recorder of Gallatin County,
Montana. The legal description will changed upon approval and recordation of the
associated West Park Subdivision Final Plat Application.
Staff Finding: The application conforms to standards and is sufficient for approval with
conditions, code provisions, and variances.
Community Development Board (CDB) acting as the Planning Board Motion: Having
reviewed and considered the application materials, public comment, and all the
information presented, I hereby adopt the findings presented in the staff report for
application 22178 and move for the Community Development Board in its capacity as the
Planning Board to recommend approval of the subdivision with conditions and subject to
all applicable code provisions and subdivision variances.
City Commission Motion: Having reviewed and considered the application materials, public
comment, and all the information presented, I hereby adopt the findings presented in the
staff report for application 22178 and move to approve the subdivision variance to BMC
38.400.010.A.1. related to the extension of Cascade Street to the east property line
subject to conditions and all applicable code provisions.
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City Commission Motion: Having reviewed and considered the application materials, public
comment, and all the information presented, I hereby adopt the findings presented in the
staff report for application 22178 and move to approve the subdivision variance to BMC
38.400.010.A.2. related to the extension of Cascade Street to the east property line
subject to conditions and all applicable code provisions.
City Commission Motion: Having reviewed and considered the application materials, public
comment, and all the information presented, I hereby adopt the findings presented in the
staff report for application 22178 and move to approve the subdivision variance to BMC
38.400.010.A.2. related to the extension of Water Lily Drive to the south property line
subject to conditions and all applicable code provisions.
City Commission Motion: Having reviewed and considered the application materials, public
comment, and all the information presented, I hereby adopt the findings presented in the
staff report for application 22178 and move to approve the subdivision variance to BMC
38.410.040.B. related to the block length between Cottonwood Road and Pond Lily Drive
subject to conditions and all applicable code provisions.
City Commission Motion: Having reviewed and considered the application materials, public
comment, and all the information presented, I hereby accept the findings presented in the
staff report for application 22178 and move to recommend approval of the subdivision
with conditions and subject to all applicable code provisions and subdivision variances.
City Commission Recommended Motion: Having reviewed and considered the application
materials, public comment, and all the information presented, I hereby adopt the findings
presented in Section 7 of this staff report for application 22178 and move to authorize the
Mayor to sign the Findings of Fact and Order on behalf of the City Commission,
approving the West Park Neighborhood Subdivision Preliminary Plat.
Report Date: March 27, 2023
Staff Contact: Nakeisha Lyon, AICP, Associate Planner
Simon Lindsey, Project Engineer
Agenda Item Type: Consent (Quasi-judicial)
EXECUTIVE SUMMARY
This report is based on the application materials submitted and public comment received to date.
The application materials are available in the City’s Laserfiche archive and may be accessed
through the Community Development viewer as well. Two written public comments have been
received as of the writing of this report. All public comments are included in the City’s
Laserfiche archive and available to the public.
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Unresolved Issues.
There are no unresolved issues with this application.
Project Summary
The Department of Community Development received a Preliminary Plat Application on May
25, 2022 requesting permission to subdivide 40.83 acres into four (4) developable lots, one (1)
city park lot, and two (2) open space lots, easements and associated rights of way. The site is
located south of Vaughn Drive, East of Laurel Parkway, and North of West Babcock Street as
Phase 6 of the Norton East Ranch Subdivision. The existing four (4) restricted development lots
were previously approved by the City Commission on March 9, 2021 with the Findings of Fact
and Order signed on March 23, 2021 (Project No. 21024) as a component of Phase 5 of the
Norton East Ranch Subdivision. These restricted lots require further subdivision review or site
plan review prior to any development. The intention of this proposed amended plat is to further
subdivide the existing lots to adequately accommodate multi-household development options
through larger lot sizes and pedestrian rights of way in lieu of streets to serve as transportation
corridors. The property is currently vacant and zoned R-4, Residential High Density District.
Access is provided through the extension of Vaughn Drive from Laurel Parkway and the
extension of Pond Lily Drive from West Babcock Street. Based on site constraints and critical
conditions located along the eastern boundary of the subject property, the applicant has
submitted two variances requesting that the continuation of Cascade Street not be provided in
accordance with Sec. 38.400.100.A.1 and Sec. 38.400.100.A.2, BMC. If the extension of
Cascade Street is necessary in the future, the applicant has included an east-west right of way
easement connecting Vaughn Drive to the eastern property boundary.
Baxter Creek runs along the eastern boundary of the subject property and is surrounded by
jurisdictional wetlands which are restricted through a covenant of dedication between the
applicant and the Army Corp of Engineers. Based on the proposed subdivision layout and
variance requests, this area will not be impacted by the proposed development of the subdivision.
Additionally, this area is proposed as a City Park serving as an extension of the Adam Bronken
Park to the north. The southwest corner of the proposed subdivision contains non-jurisdictional
wetlands proposed to be an undeveloped open space area (Block 2, Open Space 1) which is also
protected by a covenant of dedication restriction. Non-jurisdictional wetlands are located in the
north central portion of the subject property, bordering Block 1, Lot 1, and Block 1, Lot 2 and
portions of the proposed extension to Vaughn Drive. The applicant proposes to fill this area
during future development of these lots and provides mitigation on the southeastern portion of
the subject property by expanding the existing borrow pit area located in the City Park.
The subdivision proposes 11.24 acres of city park lots which comprises the portion of Baxter
Creek that runs along the eastern boundary of the property, surrounding jurisdictional wetlands,
an existing borrow pit, and mitigated wetlands created from impacts to non-jurisdictional
wetlands located central to the property. The park is divided into 2 separate park parcels to
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accommodate a phased development approach, each spanning the long eastern blocks of the
development, providing long segments of trail, a bridge connection to the north for the existing
Bronken Park, the conversion of an existing borrow pit and mitigated wetlands into an enhanced
pond, playground area, and various site furnishings. Together the park parcels meets the required
minimum frontage for dedicated parkland. Based on the proposed residential density, a
combination of land dedication and improvements-in-lieu of parkland are required as detailed in
the Parks Master Plan.
The applicant has submitted four (4) subdivision variance requests in conformance with Sec.
38.250.080 of the Bozeman Municipal Code (BMC). Variance requests 1 and 2 are related to the
extension of Cascade Street to the east boundary of the subject property. Sec. 38.400.100.A.1
and Sec. 38.400.100.A.2 requires that proposed streets within the development must be
constructed to the boundary lines for the continuation of streets to adjacent developed and
undeveloped properties for the convenient movement of traffic, effective provision of emergency
services and efficient provision of utilities. Due to the location of the Baxter Creek corridor and
jurisdictional wetlands along the eastern boundary of the subject property, the applicant has
requested these variances in order to not extend Cascade Street as required in Division 38.400.
Additionally, a covenant of dedication with the Army Corps of Engineers is located along the
Baxter Creek corridor. This covenant restricts construction activities within its boundaries to
protect critical lands from future development.
Variance request 3 is related to the extension of Water Lily Drive to West Babcock Street to the
southern boundary. As Sec. 38.400.100.A.2 requires the continuation of streets between adjacent
developed properties, the applicant has requested this variance due to the existing borrow pit
located directly south of the intersection. Existing geotechnical investigations show that this
location is not conducive for the construction of roads and foundations. The applicant will be
enhancing the borrow pit into a pond with mitigated wetlands based on their proposed impact to
non-jurisdictional wetlands located central to the property.
Variance request 4 is related to block length requirements denoted in Sec. 38.410.040.B. which
requires blocks to not be more than 400 feet in length or less than 300 feet in length unless
longer lengths are necessary due to critical lands, topography, access control, and adjacent to
existing parks or open spaces. This provision denotes that in no case may a block exceed the
1,320 feet in length. In relation to Variance 3, without the extension of Water Lily Drive to West
Babcock Street, the block length between Pond Lily Drive and Cottonwood Road is
approximately 2000 feet in length. As the location is not conducive for the development of a
roadway, the applicant is unable to meet the block length requirements of the BMC.
Additionally, adjacent properties to the east include the Springhill Presbyterian Church and an
undeveloped commercial node at the intersection of West Babcock St. and Cottonwood Road.
Future redevelopment of the Springhill Presbyterian Church property would allow for additions
to the road network access to reduce the block length in this location in the future. The
Engineering Department supports these variance requests.
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The applicant has concurrently submitted for review and approval a site plan application for the
development of Phase 1 of the West Park Neighborhood which proposes seven (7) three story
apartment buildings containing 102 dwelling units. The development application also includes
associated vehicular and bicycle parking, pedestrian pathways, open space, stormwater
infrastructure, landscaping, irrigation, and lighting.
On December 9, 2022, the Development Review Committee (DRC) found the application
sufficient for continued review and recommends the conditions and code provisions identified in
this report. The final decision for a Major Subdivision (6 to 50 lots) subject to 76-3-616 MCA
must be made within 60 working days of the date it was deemed adequate, or in this case, by
March 9, 2023.
Community Development Board acting as the Planning Board
The Community Development Board acting in their capacity as the Planning Board considered
compliance of the application with the growth policy on February 6, 2023 and recommended
approval unanimously 5-0 of the consent agenda item.
Video of the Community Development Board proceedings.
City Commission Action
The public hearing date for the City Commission was February 28, 2023. The hearing was held
in the City Commission Meeting Room at 121 North Rouse Avenue, Bozeman, MT. The City
Commission met to consider the application for a major subdivision preliminary plat requesting
permission for the division of 40.83 acres into four (4) developable lots zoned R-4, one (1) city
park lot, and two (2) open space lots, easements, and associated rights of way. Additionally, the
applicant is requested four subdivision variances related to the following code sections: BMC
38.400.010.A.1 - Relation to undeveloped areas, BMC 38.400.010.A.2 - Relation to developed
areas, and BMC 38.400.010. - Block Length. These subdivision variances are in regards to the
extension of Cascade St. to the eastern boundary of the subject property, the extension of Water
Lily Dr. to W. Babcock St. on the southern boundary of the subject property, and block length
between the existing Cottonwood Rd. and the proposed Pond Lily Dr. along W. Babcock St.
Nakeisha Lyon, Associate Planner presented the preliminary plat staff report, application, and
public comments. Following the presentation, questions to staff from the Commissioners were
related to the process of extending Cascade Street, requirements for addressing block lengths, the
types of wetlands on the subject property and mitigation occurring on the subject property,
access for emergency services, urban neighborhood growth policy characteristics and net benefit
of density and housing diversity, form and intensity standards, and parking and accessibility for
the proposed parklands. The applicant, Greg Stratton with Kilday & Stratton, had several
representatives at the meeting including Tyler Steinway with Intrinsik Architecture, Katie Sewell
with Design 5, James Nickelson with Morrison-Maierle, and property owner, Patrick Eibs from
8FC, LLC. The applicant provided additional clarification regarding the Commissioners
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questions to Staff including the necessity to previously plat this subject project for financial
reasons to now amend the plat to further define the layout and dedicate parklands, open spaces,
and rights of way as well as a brief explanation of the variance requests, the covenant of
dedication of the critical lands, block length, and parking and access to the dedicated parklands.
No member of the public spoke at the hearing. The applicant, Greg Stratton stated that their team
has read the staff report and are in agreement with the findings, conditions, and code provisions.
The applicant stated their goal was to provide the most attainable single family housing in
Bozeman. The Commissioners had additional questions on the pedestrian trails, types of housing
within the subdivision, and the development timeline of the first phase.
The Commission moved to approve each variance individually, and the subdivision overall with
the applicable subdivision variances, conditions, and subject to all applicable code provisions.
The motions are located starting on page 1 of this report. Commissioners voted unanimously 5-0
to approve each subdivision variance and the preliminary plat application. Discussion included
support for the proposed subdivision design and density integration with existing lower density
development to the north, subdivision variances in order to conserve and mitigate wetlands along
Baxter Creek and within the proposed parklands, the inclusion of missing middle housing.
Video of the City Commission proceedings.
A summary of the Commission’s findings for each variance can be found below in Section 7 –
Findings of Fact, Order of Appeal and Provisions.
Alternatives
1. Approval of the Findings of Fact and Order as drafted;
2. Approval of the Findings of Fact and Order with modifications;
3. As determined by the City Commission.
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TABLE OF CONTENTS
EXECUTIVE SUMMARY ............................................................................................................ 2
Unresolved Issues. .............................................................................................................. 3
Project Summary ................................................................................................................. 3
Alternatives ......................................................................................................................... 6
SECTION 1 – MAP SERIES .......................................................................................................... 8
SECTION 2 – REQUESTED VARIANCES ............................................................................... 13
SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL .......................................... 20
SECTION 4 – CODE REQUIREMENTS .................................................................................... 24
SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS ............................................ 27
SECTION 6 – STAFF ANALYSIS AND FINDINGS ................................................................ 27
Applicable Subdivision Review Criteria, Section 38.240.150, BMC............................... 27
38.220.060 Documentation of compliance with adopted standards ................................. 32
SECTION 7 – FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS ...................... 38
APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY..................................... 41
APPENDIX B – DETAILED PROJECT DESCRIPTION .......................................................... 44
APPENDIX C – NOTICING AND PUBLIC COMMENT ......................................................... 44
APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF ................................. 45
FISCAL EFFECTS ....................................................................................................................... 45
ATTACHMENTS ......................................................................................................................... 46
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SECTION 1 – MAP SERIES
Exhibit 1 – Zoning
162
Exhibit 2 – Community Plan 2020 Future Land Use
163
Page 10 of 46
Exhibit 3 – Current Land Use
164
22178 Findings of Fact and Order for the West Park Neighborhood Preliminary Plat Page 11 of 46
Exhibit 4 – Preliminary Plat
165
22178 Findings of Fact and Order for the West Park Neighborhood Preliminary Plat Page 12 of 46
Exhibit 5 – Phasing Plan
166
Page 13 of 46
SECTION 2 – REQUESTED VARIANCES
The subdivider has requested four subdivision variances with this preliminary plat application as
denoted below:
Variance Request 1 – Extension of Cascade Street to the east property line. The applicant is
requesting a variance from Sec. 38.400.010.A.1 – Relation to undeveloped areas which denotes
that when a proposed development adjoins undeveloped land, and access to the undeveloped land
would reasonably pass through the new development, streets and alleys within the proposed
development must be arranged to allow the suitable development of the adjoining undeveloped
land. Streets and alleys within the proposed development must be constructed to the boundary
lines of the tract to be developed, unless prevented by topography or other physical conditions. If
the development being reviewed is a subdivision, a request for an alteration of this
standard must be processed as a subdivision variance. If the development being reviewed is
not a subdivision, a request for an alteration of this standard must be reviewed against the
criteria of section 38.250.080.B, but will not alter the review authority who would otherwise
decide upon the application.
Applicant Justification - Supporting Evidence for Variance
Previous Norton Ranch planning efforts. During the early stages of Norton Ranch planning,
the Baxter Creek corridor was envisioned as a passive wetland area bordered by trails to provide
a pedestrian corridor connecting West Babcock Street to the north boundary of the project and, in
cooperation with Valley West Subdivision to the north, eventually to Durston Road. This
corridor was intended to provide important pedestrian and bicycle connectivity in the area. As
such a Covenant of Dedication restricting the use of this corridor has been entered into with the
Army Corps of Engineers restricting activities and the use of this area.
Covenant of Dedication. In May of 2008 Norton Ranch entered into a Covenant of Dedication
with the Army Corps of Engineers. During the development of the beginning phases of Norton
Ranch it was necessary to fill some low quality wetlands to construct the Norton Ranch road
system. As mitigation for the filling of these wetlands Norton Ranch placed the Covenant of
Dedication, basically a deed restriction, over some of the higher quality wetlands within the
Norton Ranch boundary including the Baxter Creek corridor. This Covenant of Dedication
restricts all construction activities within its boundary and protects these critical lands from
future development. Norton Ranch agreed to the conditions of this document based on
the planning efforts during the early phases of the project. A copy of the Covenant of Dedication
is included with the preliminary plat application. We draw attention to the following items
in the Deed and Use Restrictions:
Item 2. - “There shall be no filling, draining, excavating, dredging, mining, drilling or removal of
topsoil, loam, peat, sand gravel, rock, minerals or other materials”.
Item 3. - “There shall be no building or roads or paths nor any change in the topography of the
land”.
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22178 Findings of Fact and Order for the West Park Neighborhood Preliminary Plat Page 14 of 46
Item 5. - “There shall be no operation of snowmobiles, motorcycles, all-terrain vehicles or any
type of motorized vehicles on the Land”.
These items specifically restrict the extension of Cascade Street. The construction of a road
across the area covered by the Covenant of Dedication would require that the document be
modified and that an Individual 404 Permit be obtained as the impact would be greater than 0.5
acre. A requirement of the Army Corp of Engineers of authorizing an individual permit is that a
LEDPA (Least Environmentally Damaging Practicable Alternative) analysis be completed. It is
probable that Army Corp of Engineers would determine that the existing road networks provide
access to the various parcels in the vicinity and that not building a road would be the Least
Environmentally Damaging Practicable Alternative.
During the planning stages of the West Park Neighborhood, the Army Corps of Engineers
was contacted to consider the construction of some trails and a footbridge across Baxter
Creek. The response from the corps was not favorable. We have included a copy of this
email correspondence between our wetland consultant Christine Pearcy and Tim McNew,
Senior Project Manager with the Army Corps of Engineers relating to this issue within the
preliminary plat submittal.
Protection of Critical Lands. BMC 38.400.010.A.1 states: “Streets and alleys within the
proposed development must be constructed to the boundary lines of the tract to be developed,
unless prevented by topography or other physical conditions”. We believe the critical lands
associated with the Baxter Creek corridor in conjunction the associated Covenant of Dedication
provides topographic and physical conditions restricting the construction of streets and alleys to
the boundary line of the tract. This corridor is now a feature of this area providing a north-
south pedestrian and bicycle transportation corridor along a pristine wetlands corridor
and providing vital connections to the area trails.
Variance Review Criteria – Sec. 38.250.080.B. Per MCA 76-3-506, a variance to this chapter
must be based on specific variance criteria, and may not have the effect of nullifying the intent
and purpose of this chapter. The city must not approve subdivision variances unless it makes
findings based upon the evidence presented in each specific case that:
1. The granting of the variance will not be detrimental to the public health, safety, or
general welfare, or be injurious to other adjoining properties;
Criteria is met. Per the applicant’s response, this requested variance will not have an impact to
the public health safety, general welfare or be injurious to other adjoining properties. The
surrounding road network provides access by West Babcock Street and Durston Road via Laurel
Parkway. Local access will be provided by Pond Lily Drive, Vaughn Drive via Laurel Parkway,
and Vaughn Drive through the neighboring Lakes at Valley West. An easement for the future
extension Cascade Street will be provided on the final plat if the connection of Cascade Street
becomes necessary in the future. Due to the presence of critical land, it would be detrimental to
the general welfare of the community to require a road to be constructed across that wetland.
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22178 Findings of Fact and Order for the West Park Neighborhood Preliminary Plat Page 15 of 46
2. Because of the particular physical surroundings, shape or topographical conditions of
the specific property involved, an undue hardship to the owner would result if strict
interpretation of this chapter is enforced;
Criteria is met. Per the applicant’s response, an undue hardship has been placed upon this
property by the topographical critical lands and also the covenant of dedication to the Army
Corps of Engineering along this wetland corridor. The covenant was placed on the property to
mitigate the filling of wetlands in the early phases and was a result of the overall master planning
of the project. The Army Corps of Engineers was contacted in the planning stages of this process
to consider the construction of a road across the Baxter Creek corridor as well as a trail and
pedestrian foot bridge. The response from those conversations was not favorable.
3. The variance will not cause a substantial increase in public costs; and
Criteria is met. Per the applicant’s response, if the City follows the requirements of
the approved Covenant of Dedication with the Army Corps of Engineers the extension of
Cascade Street will not be necessary and the requested allowance to not build Cascade Street will
not impact public costs. An easement is provided if the future connection becomes necessary. If
required the Applicant is willing to include Cascade Street in the Waiver of the Right to Protest
the Creation of Special Improvement Districts for this project to fund the connection at a future
date.
4. The variance will not, in any manner, place the subdivision in nonconformance with
any other provisions of this chapter or with the city's growth policy.
Criteria is met. Per the applicant’s response, outside of the requested variances, the subdivision
will be in compliance with the UDC and the Growth Policy. This is demonstrated through the
Preliminary Plat Application and City Review.
Staff Recommendation. The West Park Neighborhood preliminary plat application proposes to
not construct Cascade Street to the eastern property line which creates non-compliance with
BMC 38.400.010.A.1. The applicant has satisfied the variance criteria in BMC 38.250.080.B and
provided sufficient documentation and reasoning to support the non-compliance. Based on the
information provided with this application, the Director of Transportation and
Engineering and City staff support the subdivision variance request.
Variance Request 2 – Extension of Cascade Street to the east property line. The applicant is
requesting a variance from Sec. 38.400.010.A.2 – Relation to developed areas which denotes
that the developer must arrange the streets and alleys to provide for the continuation of streets
and alleys between adjacent developed properties when such continuation is necessary for the
convenient movement of traffic, effective provision of emergency services and efficient
provision of utilities.
Applicant Justification - Supporting Evidence for Variance
See applicant justification – supporting evidence for Variance Request 1 above.
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22178 Findings of Fact and Order for the West Park Neighborhood Preliminary Plat Page 16 of 46
Variance Review Criteria – Sec. 38.250.080.B. Per MCA 76-3-506, a variance to this chapter
must be based on specific variance criteria, and may not have the effect of nullifying the intent
and purpose of this chapter. The city must not approve subdivision variances unless it makes
findings based upon the evidence presented in each specific case that:
1. The granting of the variance will not be detrimental to the public health, safety, or
general welfare, or be injurious to other adjoining properties;
Criteria is met. Per the applicant’s response, this requested variance will not have an impact to
the public health, safety, and general welfare or be injurious to other adjoining properties. The
presence of critical lands alongside a covenant of dedication provides topographic and physical
conditions restricting the ability to construct a street to the boundary of the property.
Additionally, an extensive Geotechnical Study included in the preliminary plat application shows
that the remnants of a gravel pit have created a soil condition that is not conducive to foundations
or roads. Furthermore, when looking at the two master planned communities surrounding this
critical land, neither of them contemplated crossing this land with a road throughout their
history.
The surrounding road network provides access by West Babcock Street and Durston Road
via Laurel Parkway. Local access will be provided by Pond Lily Drive, Vaughn Drive via Laurel
Parkway, and Vaughn Drive through the neighboring Lakes at Valley West. An easement for the
future extension of Cascade Street will be provided on the final plat if the connection of Cascade
Street becomes necessary in the future. Due to the presence of critical land, it would be
detrimental to the general welfare of the community to require a road to be constructed across
that wetland.
2. Because of the particular physical surroundings, shape or topographical conditions of
the specific property involved, an undue hardship to the owner would result if strict
interpretation of this chapter is enforced;
Criteria is met. Per the applicant’s response, an undue hardship has been placed upon this
property by the topographical critical lands and also the covenant of dedication to the Army
Corps of Engineering along this wetland corridor. The Army Corps of Engineers was contacted
in the planning stages of this process to consider the construction of a road across the Baxter
Creek corridor as well as a trail and pedestrian foot bridge. The response from those
conversations was not favorable.
3. The variance will not cause a substantial increase in public costs; and
Criteria is met. Per the applicant’s response, if the City follows the requirements of the approved
Covenant of Dedication with the Army Corps of Engineers the extension of Cascade Street will
not be necessary and the requested allowance to not build Cascade Street will not impact public
costs. An easement is provided if the future connection becomes necessary. If required the
Applicant is willing to include Cascade Street in the Waiver of Right to Protest the Creation of
Special Improvement Districts for this project to fund the connection at a future date.
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22178 Findings of Fact and Order for the West Park Neighborhood Preliminary Plat Page 17 of 46
4. The variance will not, in any manner, place the subdivision in nonconformance with
any other provisions of this chapter or with the city's growth policy.
Criteria is met. Per the applicant’s response, outside of the requested variances, the subdivision
will be in compliance with the UDC and the Growth Policy. This is demonstrated through the
Preliminary Plat Application and City Review.
Staff Recommendation. The West Park Neighborhood preliminary plat application proposes to
not construct Cascade Street to the eastern property line which creates non-compliance with
BMC 38.400.010.A.2. The applicant has satisfied the variance criteria in BMC 38.250.080.B and
provided sufficient documentation and reasoning to support the non-compliance. Based on the
information provided with this application, the Director of Transportation and
Engineering and City staff support the subdivision variance request.
Variance Request 3 – Extension of Water Lily Drive to the southern property line. The
applicant is requesting a variance from Sec. 38.400.010.A.2 – Relation to developed areas
which denotes that the developer must arrange the streets and alleys to provide for the
continuation of streets and alleys between adjacent developed properties when such continuation
is necessary for the convenient movement of traffic, effective provision of emergency services
and efficient provision of utilities.
Applicant Justification - Supporting Evidence for Variance
Existing Gravel Pit. The intersection of Water Lily Drive and West Babcock Street is located
directly south of an existing gravel pit/borrow area that was excavated by the previous
developer. During the planning of this project, extensive geotechnical investigations were
completed to consider the construction of building foundations and the extension of Water Lily
Drive to the north. These investigations show that this area is not conducive to the construction
of foundations or roads. These results are documented in the Geotechnical Study performed as
part of, and included with this preliminary plat submittal (reference test pits 10, 11, and 12). As
the remnants of the gravel pit still exist we propose an enhanced constructed wetland for this
area. Based on the underlying soils in this area, we feel the constructed wetland is the best use
for this portion of the project. It will enhance the existing Baxter Creek Corridor provided and
the critical park corridor connecting Durston Road to West Babcock Street. A letter, from Andy
Pilskalns of Castlerock Engineering, specifically addressing this issue is included with this
preliminary plat application.
Variance Review Criteria – Sec. 38.250.080.B. Per MCA 76-3-506, a variance to this chapter
must be based on specific variance criteria, and may not have the effect of nullifying the intent
and purpose of this chapter. The city must not approve subdivision variances unless it makes
findings based upon the evidence presented in each specific case that:
1. The granting of the variance will not be detrimental to the public health, safety, or
general welfare, or be injurious to other adjoining properties;
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22178 Findings of Fact and Order for the West Park Neighborhood Preliminary Plat Page 18 of 46
Criteria is met. Per the applicant’s response, this requested variance will not have an impact to
the public health safety, general welfare or be injurious to other adjoining properties. The
presence of the gravel pit in the southwest corner of the property provides topographic and
physical conditions restricting the ability to construct a street to the boundary of the property. An
extensive Geotechnical Study included in the preliminary plat application shows that the
remnants of a gravel pit have created a soil condition that is not conducive to foundations or
roads
The surrounding road network provides access by West Babcock Street and Durston Road
via Laurel Parkway. Local access will be provided by Pond Lily, Vaughn Drive via Laurel
Parkway, and Vaughn Drive through the neighboring Lakes at Valley West.
2. Because of the particular physical surroundings, shape or topographical conditions of
the specific property involved, an undue hardship to the owner would result if strict
interpretation of this chapter is enforced;
Criteria is met. Per the applicant’s response, the presence of the gravel pit in the southwest
corner of the property provides topographic and physical conditions restricting the ability to
construct a street to the boundary of the property creating a hardship to the construction of Water
Lily Drive to West Babcock Street. An extensive Geotechnical Study included in the preliminary
plat application shows that the remnants of a gravel pit have created a soil condition that is not
conducive to foundations or roads.
3. The variance will not cause a substantial increase in public costs; and
Criteria is met. Per the applicant’s response, the request to not extend Water Lily Drive to West
Babcock Street will not impact public costs.
4. The variance will not, in any manner, place the subdivision in nonconformance with
any other provisions of this chapter or with the city's growth policy.
Criteria is met. Per the applicant’s response, outside of the requested variances, the subdivision
will be in compliance with the UDC and the Growth Policy. This is demonstrated through the
Preliminary Plat Application and City Review.
Staff Recommendation. The West Park Neighborhood preliminary plat application proposes to
not construct Water Lily Drive to the southern property line which creates non-compliance with
BMC 38.400.010.A.2. The applicant has satisfied the variance criteria in BMC 38.250.080.B and
provided sufficient documentation and reasoning to support the non-compliance. Based on the
information provided with this application, the Director of Transportation and
Engineering and City staff support the subdivision variance request.
Variance Request 4 – Extension of Water Lily Drive to the southern property line. The
applicant is requesting a variance from Sec. 38.410.040.B – Block length which denotes that a
block length must not be designed, unless otherwise impractical, to be more than 400 feet in
length or less than 300 feet in length. Block lengths may be longer than 400 feet if necessary due
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to topography, the presence of critical lands, access control, or adjacency to existing parks or
open space. In no case may a block exceed 1,320 feet in length.
Applicant Justification - Supporting Evidence for Variance
See applicant justification – supporting evidence for Variance Request 3 above in addition to:
Existing Development East of Baxter Creek Corridor. Another consideration is the area to
the east of the Baxter Creek corridor is currently occupied by the Springhill Presbyterian Church
and an undeveloped commercial node at the intersection of West Babcock Street and
Cottonwood Road. As the property develops there will be opportunities to add to the road
network between the two parcels helping to reduce the block length. It needs to be considered
that over 1300’ of the separation is adjacent to this property.
Protection of Critical Lands. BMC 38.410.040.B states: “Block lengths may be longer than
400 feet if necessary due to topography, the presence of critical lands, access control, or
adjacency to existing parks or open space.” We believe the critical lands associated with the
Baxter Creek corridor provide topographic and physical conditions restricting the construction of
Water Lily Drive. This corridor is now a feature of this area providing a north-south pedestrian
and bicycle transportation corridor along a pristine wetlands corridor and providing vital
connections to the area trails. It needs to be considered that only 325’ of the separation is
adjacent to this property.
Variance Review Criteria – Sec. 38.250.080.B. Per MCA 76-3-506, a variance to this chapter
must be based on specific variance criteria, and may not have the effect of nullifying the intent
and purpose of this chapter. The city must not approve subdivision variances unless it makes
findings based upon the evidence presented in each specific case that:
1. The granting of the variance will not be detrimental to the public health, safety, or
general welfare, or be injurious to other adjoining properties;
Criteria is met. Per the applicant’s response, this requested variance will not have an impact to
the public health safety, general welfare or be injurious to other adjoining properties. An
extensive Geotechnical Study included in the preliminary plat application shows that the
remnants of a gravel pit have created a soil condition that is not conducive to foundations or
roads. Furthermore, when looking at the two master planned communities surrounding this
critical land, neither of them contemplated crossing this land with a road throughout their
history.
The surrounding road network provides access by West Babcock Street and Durston Road
via Laurel Parkway. Local access will be provided by Pond Lily Drive, Vaughn Drive via Laurel
Parkway, and Vaughn Drive through the neighboring Lakes at Valley West. An easement for the
future extension of Cascade Street will be provided on the final plat if the connection of Cascade
Street becomes necessary in the future. Access to the existing Church is provided via
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Cottonwood Road and West Babcock Street. If and when development continues on the east side
of the Baxter Creek corridor further access to that area can be considered.
2. Because of the particular physical surroundings, shape or topographical conditions of
the specific property involved, an undue hardship to the owner would result if strict
interpretation of this chapter is enforced;
Criteria is met. Per the applicant’s response, an undue hardship has been placed upon this
property by the soil conditions associated with the existing gravel pit located directly north and
directly in conflict with the extension of Water Lily Drive.
3. The variance will not cause a substantial increase in public costs; and
Criteria is met. Per the applicant’s response, the request to increase the block length between
Cottonwood Road and Pond Lily Drive does not impact public costs.
4. The variance will not, in any manner, place the subdivision in nonconformance with
any other provisions of this chapter or with the city's growth policy.
Criteria is met. Per the applicant’s response, outside of the requested variances, the subdivision
will be in compliance with the UDC and the Growth Policy. This is demonstrated through the
Preliminary Plat Application and City Review.
Staff Recommendation. The West Park Neighborhood preliminary plat application proposes to
not construct Water Lily Drive to the southern property line which creates non-compliance with
BMC 38.410.040.B. The applicant has satisfied the variance criteria in BMC 38.250.080.B and
provided sufficient documentation and reasoning to support the non-compliance. Based on the
information provided with this application, the Director of Transportation and Engineering and
City staff support the subdivision variance request.
SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL
The following conditions of approval and code provisions satisfy City and relevant State
requirements as well as site-specific mitigation for potential adverse impacts associated with
development of the proposed subdivision. The conditions of approval are in addition to the
required code provisions identified in this report. The conditions are specific to the preliminary
plat application. Staff has considered the impacts as identified in the staff analysis and
application materials and finds that the conditions of approval are deemed reasonably related and
roughly proportionate to the development of this subdivision.
Recommended Conditions of Approval:
1. The plat shall conform to all requirements of the Bozeman Municipal Code and the
Uniform Standards for Subdivision Plats (Uniform Standards for Certificates of Survey
and Subdivision Plats 24.183.1104 ARM) and shall be accompanied by all required
documents, including certification from the City Engineer that as-built drawings for
public improvements were received, a platting certificate, and all required and corrected
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certificates. The Final Plat application shall include one (1) signed reproducible copy on a
3 mil or heavier stable base polyester film (or equivalent) and one (1) digital copy in PDF
format. The Clerk and Recorder will file the new Conditions of Approval sheet as the last
same sized Mylar sheet in the plat set.
2. The developer must submit with the application for final plat review and approval, a
written narrative stating how each of the conditions of preliminary plat approval and
noted code provisions or other demonstrations of compliance with standards have been
satisfactorily addressed. This narrative must be in sufficient detail to direct the reviewer
to the appropriate plat, plan, sheet, note, covenant, etc. in the submittal.
3. Simultaneously with filing of the final plat, in conjunction with required or offered
dedications, the subdivider (or owner of the property being subdivided if the owner is not
the subdivider) shall transfer ownership to the property owners’ association of any open
space proposed to be conveyed to the property owners’ association and all its right, title,
and interest in any improvements made to such parkland or open space. For the transfer
of real property, the subdivider or owner of the property shall submit with the application
for final plat a warranty deed or other instrument acceptable to the City Attorney
transferring fee simple ownership to the property owners’ association and associated
realty transfer certificate. The subdivider or owner of the property must record the deed
or instrument at the time of recording the final plat. For personal property installed upon
open space owned by the property owners’ association, the subdivider shall provide an
instrument acceptable to the City Attorney transferring all its rights, title and interest in
such improvements including all applicable warranties to such improvements.
4. The applicant is responsible for completing all required documents within the West Park
design guidelines and CC&Rs including providing all definitions, exhibits, and
appendixes during the final plat application submittal.
5. Pedestrian walks must be maintained by the adjacent property owner or by the property
owners' association. The party responsible for the maintenance of pedestrian walks must
be identified in the preliminary plat application. Please include this information in the
CC&Rs for future pedestrian walks within the West Park Phase 1 Site Plan and future
subsequent site plans or subdivisions to ensure these will be maintained accordingly.
6. This notation must be included on the conditions of approval sheet of the final plat: This
is a known area of high groundwater. No crawl spaces or basements may be constructed.
Sump pumps are not allowed to be connected to the sanitary sewer system. Sump pumps
are not allowed to be connected to the drainage system. Water from sump pumps may not
be discharged onto streets, such as into the curb and gutters where they create a safety
hazard for pedestrians and vehicles.
7. This notation must be included on the conditions of approval sheet of the final plat:
Ownership of all common open space areas and trails, and responsibility of maintenance
thereof and for city assessments levied on the common open space lands shall be that of
the property owners association. Maintenance responsibility shall include, in addition to
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the common open space and trails, all vegetative ground cover, boulevard trees and
irrigation systems in the public right-of-way boulevard strips along all external perimeter
development streets and as adjacent to public parks or other common open space areas.
All areas within the subdivision that are designated herein as common open space
including trails are for the use and enjoyment by residents of the development and the
general public. The property owners association shall be responsible for levying annual
assessments to provide for the maintenance, repair, and upkeep of all common open
space areas and trails. At the same time of recording the final plat of the subdivision the
subdivider shall transfer ownership of all common open space areas within each phase to
the property owners association created by the subdivider to maintain all common open
space areas within the West Park Subdivision.
8. This notation must be included on the conditions of approval sheet of the final plat: In
accordance with Section 38.410.040.D BMC, as no continuous length of block may
exceed 600 feet without intersecting a street or pedestrian walk, all subsequent site plans
or subdivisions for Lots 1 and 2, Block 1; Lot 1, Block 2 and Lot 1 Block 3 of the West
Park Major Subdivision (Amended Plat of Lots R1A, R1B, R1C, and R1D, of Norton
East Ranch Subdivision Phase 6) must be reviewed and found to be in conformance with
this provision.
9. This notation must be included on the conditions of approval sheet of the final plat: If
individual lots deviate from the subdivision phasing plan, the City reserves the right to
require alternative timing to the installation of all applicable subdivision infrastructure
improvements at the time of plan review for development on the phased lots and will be
based upon the utility and transportation infrastructure required to support the proposed
intensity of development at the time of plan review.
10. This notation must be included on the conditions of approval sheet of the final plat: The
maintenance of all stormwater facilities is the responsibility of the property owners
association (POA).
11. This notation must be included on the conditions of approval sheet of the final plat if
parkland has not been fully accepted by the Parks Department prior to final plat approval:
Although an easement or parkland dedication is required at the time of Final Plat, the
Parks and Recreation Department does not assume maintenance responsibility for
parkland and improvements until the following have been completed after Final Plat: 1)
the constructed park meets requirements of 38.420.080 and the approved park master
plan, 2) all conditions of approval for the subdivision or park master plan are completed,
and 3) written acknowledgement of final acceptance has been provided by the City.
12. This notation must be included on the conditions of approval sheet of the final plat:
Private utilities are not allowed within parkland unless otherwise approved by the
Director of Parks and Recreation.
13. A preconstruction meeting with the Parks Division is required prior to any site work
within the park area. The applicant must provide final park plans with all parkland
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improvements proposed and schedule a preconstruction meeting at least 30 days prior to
planned commencement of parkland construction.
14. Per Sec. 38.220.020.A, the applicant must contact the Gallatin County Conservation
District, Montana Department of Environmental Quality, and U.S. Army Corps of
Engineers regarding the proposed project and any required permits (i.e., 310, 404,
Turbidity exemption, etc.). Any required permits must be obtained by the applicant and
provided to the Community Development Department prior to the commencement of any
work on the phase being constructed.
15. The applicant must ensure that the Conservation Easement between Norton Ranch
Properties, LLC and the US Army Corps of Engineers within the City park parcel is
transferred to the City of Bozeman with the final plat.
16. The proposed project is located within the service area of the Norton Ranch Lift Station.
The capacity of the station is currently fully dedicated. The West Park Neighborhood
Subdivision may not exceed the lift station capacity reserved for the subject property
(300 units) without an upgrade to the existing lift station and associated force main.
17. The proposed project is located within one-half mile of the intersection of Durston Road
and Laurel Parkway. The full West Park Neighborhood Subdivision Traffic Impact Study
indicates the subject intersection will not meet the City's level of service standard at full
buildout in the design year required per BMC 38.400.060.B.4. The supplemental West
Park Neighborhood traffic impact study proposes a phasing plan to satisfy BMC
38.400.060.B.4 during phase 1 and phase 2, and re-evaluate the intersection of Durston
Road and Laurel Parkway during phase 3. The West Park Neighborhood Subdivision
may not exceed the reserved intersection capacity for the subject property (252 units), or
proceed with phase 3 without re-evaluating the subject intersection. The following
capacities will be reserved for the first two phases.
a. Phase 1: 102 dwelling units
b. Phase 2: 120-150 dwelling units
18. If well/irrigation improvements are accepted by Parks Department prior to final plat
approval by City Commission, then follow these steps: 1) Complete 602 Form – Notice
of completion of exempt groundwater development. The form is completed by
developer, then reviewed by the City for completeness/accuracy, and 2) File final plat
and warranty deed transferring fee title to parkland. If well/irrigation improvements are
financially guaranteed under an IA prior to final plat approval by the City Commission,
then follow these steps: 1) File final plat and warranty deed transferring fee title to
parkland. 2) Complete well/irrigation improvements. Prior to release of financial security
and closeout of IA, developer to complete 602 Form for review by city.
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SECTION 4 – CODE REQUIREMENTS
The following are procedural requirements not yet demonstrated by the preliminary plat and
must be satisfied at the final plat. Without these corrections the application does not meet
required standards.
1. Sec. 38.100.080.A. Compliance with regulations required. The applicant is advised that
unmet code provisions, or code provisions that are not specifically listed as conditions of
approval, does not, in any way, create a waiver or other relaxation of the lawful
requirements of the Bozeman Municipal Code or state law.
2. Sec. 38.220.060.A.14.b – Irrigation information. The applicant must provide park
irrigation information meeting the site plan requirements at whichever comes first: either
30 days prior to the preconstruction meeting, or with an Improvements Agreement
proposal.
3. Sec. 38.220.310.C.1 & E. Property owners association. The property owners'
association must be formed before any properties are sold. For a multiphase project, the
property owners' association must be created for the entire project with the first phase.
Please provide the recorded covenants, conditions, and restrictions for West Park
Neighborhood Condominiums prior to final plat approval.
4. Sec. 38.270.030. Completion of improvements. Please provide the following condition
of approval related to notice of restrictions due to uninstalled infrastructure to read as
follows on the final plat: NOTICE IS HEREBY GIVEN to all potential purchasers of
Lots 1 and 2, Block 1; Lot 1, Block 2 and Lot 1 Block 3 of the West Park Major
Subdivision (Amended Plat of Lots R1A, R1B, R1C, and R1D, of Norton East Ranch
Subdivision Phase 6) City of Bozeman, Gallatin County, Montana, that the final plat of
the subdivision was approved by the Bozeman City Commission without completion of
certain on and off site improvements required under the Bozeman Municipal Code, as is
allowed in Chapter 38.270 of the Bozeman Municipal code. As such, this Restriction is
filed with the final plat that stipulates that any use of these lots is subject to further
subsequent subdivision or site plan review, and no certificate of occupancy shall be
granted for these lots until all on and off site improvements are completed as required
under the Bozeman Municipal Code. THEREFORE, BE ADVISED, that Certificates of
Occupancy will not be issued for Lots 1 and 2, Block 1; Lot 1, Block 2 and Lot 1 Block 3
of the West Park Major Subdivision (Amended Plat of Lots R1A, R1B, R1C, and R1D,
of Norton East Ranch Subdivision Phase 6), City of Bozeman, Gallatin County, Montana
until all required on and off site improvements for the West Park Major Subdivision are
completed and accepted by the City of Bozeman in accordance with the accepted Phasing
Improvements Plan for West Park Major Subdivision. No building structure requiring
water or sewer facilities shall be granted a certificate of occupancy for these lots until the
restriction is lifted. This restriction runs with the land and is revocable only by further
subdivision, site plan review, or the written consent of the City of Bozeman.
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5. Sec. 38.270.030.D. Exception for concurrent construction. In certain circumstances,
the issuance of a building permit may be allowed prior to completion of the public
infrastructure, provided that the criteria listed in this section are met. Prior to final plat, a
concurrent construction plan, addressing all requirements of this section, must be
submitted for review and approval of the community development director in
consultation with the city engineer and with a recommendation from the development
review committee. Additional code provisions applicable to concurrent construction
approval are as follows:
a. The property owner must enter into an improvements agreement to ensure the
installation of required infrastructure and other applicable improvements, to be
secured by any security or securities found in section 38.270.080. If a financial
security is used, the amount will be determined by the city and in an amount not
less than 150 percent of the cost of the improvements verified against city
publicly bid unit prices, where such are available. If no publicly bid unit prices are
available, any cost estimate acceptable to the city may be used. The security must
be in the name of the city and must be at least six months longer than the time of
performance required by the improvements agreement.
b. The approval of the final engineering design, including location and grade, for
any public infrastructure must be obtained from the Montana Department of
Environmental Quality prior to issuance of any building permit for the
development.
c. The developer must provide and maintain hazard and commercial general liability
insurance. Insurance policies must not be cancelled without at least 45 days prior
notice to the city. The commercial general liability policy must name the city as
an additional insured. The developer must furnish evidence, satisfactory to the
city, of all such policies and the effective dates thereof.
d. The developer must execute a hold harmless and indemnification agreement
indemnifying, defending and holding harmless the city, its employees, agents and
assigns from and against any and all liabilities, loss, claims, causes of action,
judgments and damages resulting from or arising out of the issuance of a building
permit under this section.
6. Sec. 38.320.030.A. Maximum Lot Area (Net Acres) - The maximum lot area (net acres)
for lots in R-4 is 2.5 net acres. Departures from the maximum lot size requirements may
be allowed where the planned development fits into the context of the neighborhood and
proposed pedestrian and vehicular circulation measures meet community objectives.
a. The applicant has submitted a departure from this provision to accommodate
greater block and lot sizes within the proposed subdivision. Staff finds the street
and pedestrian pathway layout of the proposed subdivision creates corridors with
the intention to avoid critical lands and incorporate greater pedestrian access
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through pathways to be dedicated to the City in subsequent site plan submittals
for each phase of development.
7. Sec. 38.400.040.A.2. - Street Names. Street names must be reviewed and approved by
the County’s Geographic Information Systems (GIS) and City’s Engineering Department
prior to final plat approval. The applicant must submit written approval from both entities
with the final plat application. The applicant is advised to contact Jenny Connelly with
the City’s Engineering Department to discuss street naming. As briefly discussed in our
meeting on July 14, 2022, Vaughn Drive may need a different street name south of the
midblock crossing since it loops back on itself.
8. Sec. 38.410.060. - Easements.
a. List all easements and recorded document numbers on the Conditions of Approval
Sheet.
b. Easements for storm water facilities, water mains and sanitary sewer mains, as
shown on the preliminary plat, shall be submitted for review and filed prior to the
commencement of any work on the site and/or concurrently with the final plat
approval, whichever is sooner.
c. Drafts must be prepared for review and approval by the city. Executed and signed
hard copies of the easements must be submitted to the review engineer for City
Commission approval and filing with the county clerk prior to final plat approval.
The applicant may contact the review engineer to receive standard templates.
9. Sec. 38.410.130.C.2. Water Adequacy. Water rights or cash-in-lieu of water rights must
be provided with any future site plan development or applicable development application.
A note must be included in the conditions of approval sheet indicating this information.
10. Sec. 38.550.070. Landscaping of public lands. In accordance with the requirements of
BMC 38.550.070, installation by the developer of vegetative ground cover, boulevard
trees, and irrigation system in the public right-of-way boulevard strips on perimeter
streets and in and adjacent to City park lots and all open space lots is required prior to
final plat approval or subject to an improvements agreement. Boulevard improvements
are not required until the development of the adjacent lot.
11. Sec. 38.610.090. Wetland permit conditions. Please ensure the requirements for
maintenance and monitoring of wetlands on the subject property are provided in
conformance to the standards and regulations of the BMC. The City’s Wetlands Review
Consultant has provided comments date January 27, 2023 that must be addressed prior to
final plat approval.
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SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS
The Development Review Committee (DRC) determined the application was sufficient for
continued review and recommended approval with conditions and code provisions on December
9, 2022 based on staff analysis and findings as described below in Section 6 of this report.
The Community Development Board acting in its capacity as the Planning Board held a public
meeting to consider compliance of the application with the growth policy on February 6, 2023,
and recommended approval unanimously 5-0 via a consent agenda item. The Community
Development Board recommended approval of the subdivision preliminary plat subject to the
requested subdivision variances, staff-recommended conditions of approval and all applicable
code provisions. There was no discussion by the Board. No public comment was received at the
meeting regarding the proposed subdivision.
Video of the Community Development Board proceedings.
The public hearing date for the City Commission’s consideration of this application was held
Tuesday, February 28, 2023. The City Commission made five (5) motions to unanimously
approve (5-0) to approve the four (4) requested subdivision variances and the preliminary plat
application.
Discussion included support for the proposed subdivision design and density integration with
existing lower density development to the north, subdivision variances in order to conserve and
mitigate wetlands along Baxter Creek and within the proposed parklands, the inclusion of
missing middle housing.
Video of the City Commission proceedings.
SECTION 6 – STAFF ANALYSIS AND FINDINGS
Analysis and resulting recommendations are based on the entirety of the application materials,
municipal codes, standards, plans, public comment, and all other materials available during the
review period. Collectively this information is the record of the review. The analysis in this
report is a summary of the completed review.
Applicable Subdivision Review Criteria, Section 38.240.150, BMC.
In considering applications for subdivision approval under this title, the advisory boards and City
Commission shall consider the following:
1) Compliance with the survey requirements of Part 4 of the Montana Subdivision and
Platting Act
The preliminary plat was prepared in accordance with the surveying and documentation
requirements of the Montana Subdivision and Platting Act by a Professional Engineer registered
in the State of Montana. As noted in the code requirements and Condition 1 and 2, the final plat
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must comply with State statute, Administrative Rules of Montana, and the Bozeman Municipal
Code.
2) Compliance with the local subdivision regulations provided for in Part 5 of the Montana
Subdivision and Platting Act
The final plat must comply with the standards identified and referenced in the Bozeman
Municipal Code. The subdivider is advised that unmet code provisions, or code provisions not
specifically listed as a condition of approval, do not, in any way, create a waiver or other
relaxation of the lawful requirements of the Bozeman Municipal Code or State law as denoted in
Code Requirement 1. Sections 3 and 4 of this report identify conditions and code provisions
necessary to meet all municipal standards. The listed code requirements address necessary
documentation and compliance with standards. Therefore, upon satisfaction of all conditions and
code corrections the subdivision will comply with the subdivision regulations.
3) Compliance with the local subdivision review procedures provided for in Part 6 of the
Montana Subdivision and Platting Act
The Bozeman Planning Board public meeting and City Commission public meeting were
properly noticed in accordance with the Bozeman Municipal Code. Based on the
recommendation of the Development Review Committee (DRC) and other applicable review
agencies, as well as any public testimony received on the matter, the City Commission will make
the final decision on the subdivider’s request.
The subdivider requested review of this subdivision under the terms of 76-3-616 MCA as
authorized in 38.240.100. Subdivisions reviewed under the terms of 76-3-616 may include
variances or other instances of lack of compliance to standards and procedures to be granted per
approval of the City Commission or addressed per code provisions and conditions of approval.
The Department of Community Development received a preliminary plat application on May 25,
2022. The DRC reviewed the preliminary plat application and determined the submittal did not
contain detailed, supporting information that was sufficient to allow for the continued review of
the proposed subdivision on July 5, 2022.
A revised application was received on September 2, 2022. The DRC determined the applicant
was still not adequate for continued review on October 14, 2022.
A revised application was received on November 16, 2022. The DRC determined the application
was adequate for continued review on December 9, 2022 and recommended conditions of
approval and code corrections for the staff report.
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The City scheduled public notice for this application from January 20, 2023 to February 28,
2023. The applicant posted public notice on the subject property on January 20, 2023. The
applicant sent public notice to landowners of record within 200-feet of the subject property via
first class mail, on January 18, 2023. Two written public comments have been received as of the
writing of this report. All public comments are included in the City’s Laserfiche archive and
available to the public. Staff’s analysis and findings related to the submitted public comments are
included in Appendix A below.
On February 2, 2023 this major subdivision staff report was completed and forwarded with a
recommendation of conditional approval for consideration to the Planning Board. The
Community Development Board acting in its capacity as the Planning Board considered
compliance of the application with the growth policy on February 6, 2023 and recommended
approval unanimously 5-0 of the consent agenda item. On February 21, 2023, this staff report
was updated and forwarded for review by the City Commission.
4) Compliance with Chapter 38, BMC and other relevant regulations
Community Development staff and the DRC reviewed the preliminary plat against all applicable
regulations and the application complies with the BMC and all other relevant regulations with
conditions and code corrections. This report includes Conditions of Approval and required code
provisions as recommended by the DRC for consideration by the City Commission to complete
the application processing for final plat approval. All municipal water and sewer facilities will
conform to the regulations outlined by the Montana Department of Environmental Quality and
the requirements of the Design Standards and Specifications Policy and the City of Bozeman
Modifications to Montana Public Works Standard Specifications.
Water/sewer - The subdivision will not significantly burden city water and sewer infrastructure
with the recommended conditions of approval and code provisions. The required design report
has been provided. Formal plans and specifications have been prepared and reviewed within this
preliminary plat submittal. According to the Montana Department of Natural Resources &
Conservation (DNRC), existing water rights are associated with the subject property. The
proposed subdivision would eliminate the irrigated pasture and no longer require the water rights
for this use. However, there will be no impact or alteration of the sources of any water rights.
The applicant intends to pay cash-in-lieu of water rights at the time of site plan approval for each
lot per code provision 9. The proposed project is located within the service area of the Norton
Ranch Lift Station and its capacity is fully dedication. Per condition 16, this proposed
subdivision may not exceed the lift station capacity reserved for the subject property (300 units)
without an upgrade to the existing lift station and associated force main.
Easements - The final plat must provide and depict all necessary utilities and required utility
easements. Code provision 8 requires that all easements, existing and proposed, must be accurately
depicted and addressed on the final plat and in the final plat application. Public utilities will be
located within dedicated street right of ways. Additional required easements include storm drain,
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sanitary sewer, and pedestrian pathways to ensure public safety over the course of the full build
out. All easements must be provided using the City’s standard language.
Parks – The proposed subdivision will be meeting their required parkland through a combination
of land dedication and cash-in-lieu of parkland. 4.51 acres of dedicated parkland is being
proposed, which leaves a shortage of 0.56 acres. The remaining 0.56 acres will be provided as
improvements-in-lieu of parkland. Additionally, 6.99 acres of wetlands, ponds, or streams will
be preserved on site and within the parkland network. There are several parks within a 10 minute
walk from the proposed development and a few of the largest include: the Lakes at Valley West,
Valley West Park, Norton East Park, and Bronken Park. The proposed park is located adjacent to
Bronken Park and the Lakes at Valley West to create a continuous parkland experience and
recreation trail network.
Subsequent development will come in as 2 phases that will provide improvements-in-lieu to the
proposed parkland. These improvements include a north/south Class II trail along Baxter Creek
that connects to the existing Bronken Park trail network; a central node comprised of seating, a
shade structure, children’s playground, picnic area, and climbing feature; and a reconstructed
wetland with trails, native plantings, and seating that will expand the greater Baxter Creek. Phase
1 is proposed as concurrent construction with this proposed development, so the proposed
parkland will include Phase 1 improvements. Phase 1 improvements are comprised of enhancing
the reconstructed wetland and providing a Class II north/south trail.
There are five conditions and code provisions related to park area requirements, cash donation
and infrastructure donation in lieu of land dedication, and park development. Condition 11
requires a note on the final plat if the proposed parkland has not been fully accepted by the Parks
Department prior to its approval to ensure that the developer completes the requirements of the
code and the City’s design standards prior to our assumption of maintenance on the parkland.
Condition 12 requires a note on the final plat regarding the allowance of private utilities within
parkland to ensure private utilities may not be on public land unless otherwise approved by the
City. Condition 13 requires a preconstruction meeting with the Parks Division prior to
commencement of parkland construction. This provision will help the applicant to follow the
correct construction process with the City. Condition 18 provides the processing for well and
irrigation improvements dependent on if installed by the developer and accepted by the Parks
Department or if guaranteed by the developer prior to final plat approval by the City
Commission to ensure the appropriate forms are filed with the DNRC. Lastly, code provision 2
denotes that park irrigation information must be provide prior to the preconstruction meeting or
with an improvements agreements to ensure it meets the site plan requirements and is acceptable
by the Parks Department. The proposal meets the required park dedication and improvement
standards with conditions and code provisions. The parklands must be approved through a
parkland master plan. In addition, amendments to the existing Adam Bronken Park and the Lakes
at Valley West Parklands Master Plan must occur to allow for this proposed park to serve as an
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extension of both of these existing parks and allow for Vaughn Drive to encroach into the Lakes
at Valley West and their proposed parklands
Stormwater - The subdivision will construct storm water control facilities to conform to
municipal code and design standards. A stormwater management plan was submitted and
reviewed by the Engineering Division with this preliminary plat. Stormwater runoff from
the right of ways will be directed as street runoff to inlets and then conveyed to stormwater
retention ponds for storage and treatment. The stormwater from the individual sites will be
addressed with each individual site as part of the site plan review process. The maintenance of
stormwater facilities is the responsibility of the property owner’s association as denoted in
Condition 10.
Agricultural water user facility - There are no active agricultural water user facilities on the
subject property. An abandon “agricultural drain/man-made canal” runs along the west side of
Baxter Creek. This relic irrigation feature was previously investigated last year and there is no
source of flow to the ditch on the south side and no outflow on the north side of the canal. A
headgate and culvert pipe are located in the mid-section of the ditch and are non-operational. A
small “private” irrigation ditch is in proximity to the subject property. Based on the “private”
status, there is no irrigation ditch company to provide discontinuance information.
Concurrent construction - The applicant requested concurrent construction per BMC
38.270.030.D. Code provision 5 requires the applicant to provide concurrent construction
approval prior to final plat approval as well as appropriate improvements agreement applications
for required infrastructure and landscaping. An approved concurrent construction plan from the
DRC will allow the applicant to complete the required improvements with an improvements
agreement within two years of the date of final plat approval. Condition 9 is provided to allow
for the City to require alternative timing for the installation of subdivision infrastructure
improvements if there are changes to the subdivision phasing or intensity of development. Code
provision 10 requires that landscaping for boulevard strips and open space lots are guaranteed or
installed prior to final plat approval. The installation of boulevard trees and landscaping will be
phased based on the proposed phasing plan to allow for flexibility in the development proposal.
Per code provision 4, the lots are restricted until all on and off site improvements are completed
and accepted by the City of Bozeman in accordance with the accepted Phasing Improvements
Plan for the proposed subdivision.
Police/Fire – The City of Bozeman’s Police and Fire emergency response area includes this
subject property. The subdivision does not impact the City’s ability to provide emergency
services to the subject property. The necessary addresses will be provided to enable 911 response
to individual homes prior to recording of the final plat. Fire protection standards require
installation of fire hydrants at designated spacing to ensure adequate protection.
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5) The provision of easements to and within the subdivision for the location and installation
of any necessary utilities
The final plat will provide and depict all necessary utilities and required utility easements. Code
requirement No. 8, requires that all easements, existing and proposed, must be accurately
depicted and addressed on the final plat and in the final plat application. Public utilities are
located within dedicated street right of ways.
6) The provision of legal and physical access to each parcel within the subdivision and the
notation of that access on the applicable plat and any instrument transferring the parcel
The final plat will provide legal and physical access to each parcel within the subdivision. All of
the proposed lots will have frontage on public streets constructed to City standards with lot
frontage meeting minimum standards shown on the preliminary plat.
38.220.060 Documentation of compliance with adopted standards
The Development Review Committee (DRC) completed a subdivision pre-application plan
review on February 10, 2021 and four subdivision variances were requested as denoted here. The
applicant requested and was granted waivers for Wildlife, and Agriculture.
Staff offers the following summary comments on the documents required with Article
38.220.060, BMC.
38.220.060.A.1 – Surface water
This subdivision will not significantly impact surface water. Baxter Creek flows through the
eastern portion of the proposed subdivision and is the only natural surface water located on the
subject property. A total of five wetlands are located on the property and delineated Wetland 4,
located adjacent to Baxter Creek, is the only one of jurisdictional status. An abandon irrigation
ditch also runs along a portion of Baxter Creek and the fringe wetlands in this area. A covenant
of dedication for a wetland conservation easement was previously established between Norton
Properties LLC and the US Army Corps of Engineers to protect this watercourse and restrict this
area from certain development. Where intact wetlands and watercourses are present setbacks
have been delineated and identified pursuant to BMC 38.410.100. Watercourse setback plantings
are included in the landscaping plans for the proposed park. Plantings are required to be installed
or financially guaranteed with final plat. The applicant has also requested two subdivision
variances in order to conform to the provisions of the conservation easement and avoid
impacting the area.
One of the non-jurisdictional wetlands, Wetlands 3, is located north central to the subject
property and will be impacted by the construction of Block 1, Lot 1, and Block 1, Lot 2. Due to
dewatering from the borrow pit located on the southeast portion of the property, this wetland
artificially expanded from 1.25 acres to 2.49 acres from its original delineation in 2006 to 2021.
The applicant is proposing to recreate the 2.49 acres of wetlands near the borrow pit in the
southeast corner of the subject property and provide for an enhanced pond feature as a
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component of the dedicated parklands. The proposed mitigated wetlands and enhancements to
the borrow pit will continue as a wildlife habitat and offer a biological connection to the
Wetlands 4 located near this area.
Additionally, this will provide recreation opportunities to the community. The remainder of the
proposed West Park Subdivision would be designed to avoid impacts to all other delineated
features on the subject property. This includes Wetlands 1 and Wetlands 5 which are located in a
proposed open space lot (Block 2, Open Space 1) and a portion of which is also under the same
wetlands conservation easement previously mentioned. This easement must be transferred to the
City of Bozeman with the final plat per code provision 15 to ensure the City has to ability to
consent to any changes in this area with the dedication of the parklands. Additionally, code
provision 11 requires the applicant to address wetlands monitoring and maintenance for existing
wetlands and mitigated wetlands on the subject property in conformance with Division 38.610 of
the BMC. Applicable permits required must be submitted prior to any site work for the phase
being constructed on the subject property, per Condition 14.
38.220.060.A.2 - Floodplains
The applicant submitted a flood hazard analysis report with this proposed preliminary plat which
was evaluated by the Engineering Division and found to be in conformance with Division
38.600. This report indicated that there is no defined floodplain associated with Baxter Creek or
any other components of the subject property as mapped by FEMA. As previously denoted, The
Baxter Creek corridor is located in a wetland conservation easement which limits certain
development activity along this corridor which would avoid floodplain impacts to the
developable land within the proposed subdivision. The width of the flood hazard area varies
between 40 to 130 feet and in fully contained within the conservation easement and watercourse
setbacks denoted in Sec. 38.410.100.A.2. The flood hazard area will not impact any aspects of
the proposed development.
38.220.060.A.3 – Groundwater
A geotechnical site evaluation was completed in March 2021 and included seven test pits across
the entire West Park development. A memo detailing groundwater flow modeling was completed
in April 2022 with updates in August 2022 and October 2022. Across the seven monitoring
wells, the depth to groundwater was generally at its shallowest in late May and ranged from 0.33
feet to 2.64 feet below ground surface. Groundwater was generally at its deepest level in late
September/early October with groundwater levels between 1.69 feet and 3.54 feet below ground
surface. With the limited data provided for the subject property, it appears groundwater levels
fluctuate at or less than approximately two feet throughout the calendar year. The Engineering
Division has determined that the site is in an area of high groundwater which may negatively
impact future structures or cause illicit discharges into the sanitary sewer and over burden the
surface drainage system. Condition 6 on the plat prohibits use of basements or crawl spaces
unless a professional engineer certifies that the structure has been designed in such a way to
accommodate seasonal high groundwater. This requirement will protect both future structure
owners from future hazards of flooding and lessen burden on the public from illicit discharges.
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38.220.060.A.4 - Geology, Soils and Slopes
A field investigation of the subject property was conducted in 2020 and recommendations for the
development of the subject property were included in the report. Based on the investigation,
there are no known natural geologic hazards on the site. The report denotes that there was
previous mining activity in the southeast quadrant of the proposed subdivision, the majority of
which is located within the proposed park, while a portion is within Block 3, Lot 1. The report
recommends further geotechnical investigation be completed to determine the extent of
the mining activity and to develop recommendations for building on the mining disturbed area if
any roads or buildings are proposed for the disturbed area on Block 3, Lot 1. There are no
unusual features on the site. The site has high groundwater but that is typical of most areas being
developed in Bozeman and as such is not unusual. Condition 6 as previously mentioned will
address concerns with seasonal high groundwater. There are no slopes greater than 15% on the
site. A soil map and NRCS soil information was included in the submitted geotechnical report.
Due to the known high groundwater and soil conditions within the proposed area of
development, an increased rate of corrosion has been observed with ductile iron water mains,
thus decreasing the longevity of publicly owned and maintained infrastructure. The Engineering
Department has provided informational comments to the applicant regarding corrosion protection
required for future water mains within the development. Corrosion protection must be addressed
prior to the infrastructure approval associated with this development. It is not anticipated that
cuts or fills will exceed three feet on the subject property.
38.220.060.A.5 - Vegetation
The applicant provided a memorandum and map regarding vegetation. All critical plant
communities will be protected as they reside within an area of the proposed subdivision that is
protected by a restrictive wetland protection covenants. A noxious weed management and
revegetation plan was approved by the Gallatin County Weed District in accordance with the
Montana County Noxious Weed Control Act (MCA 7-22- 21) for the control of noxious weeds
and was submitted with the preliminary plat application.
38.220.060.A.6 - Wildlife
This subdivision will not significantly impact wildlife as no critical wildlife species or habitats
are known to be found on the subject property. A waiver for wildlife was granted during the Pre-
Application process.
38.220.060.A.7 - Agriculture
This subdivision will not impact agriculture as the subject property has been found to not be a
viable farm unit. A waiver for agriculture was granted during the Pre-Application process.
38.220.060.A.8 - Agricultural Water User Facilities
See discussion above.
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38.220.060.A.9 - Water and Sewer
The subdivision will not significantly impact city water and sewer infrastructure. Water and
sewer improvements will be designed to meet City of Bozeman Standards and State Department
of Environmental Quality Standards and Regulations. See discussion above under primary
review criteria for further details.
38.220.060.A.10 - Stormwater Management
The subdivision will not significantly impact stormwater infrastructure. See discussion above
under primary review criteria.
38.220.060.A.11 - Streets, Roads and Alleys
The subdivision will not significantly impact the City’s street infrastructure and will provide
adequate improvements to support the development and the existing neighborhoods by
completing the street grid in the area with conditions, code provisions, and subdivision variances.
The proposed subdivision is bordered by West Babcock Street to the south, Laurel Parkway to
the west, and has access to Vaughn Drive to the north. The internal subdivision roads will consist
of the extension of Vaughn Drive from Laurel Parkway to the end of Block 1, Lot 1 (Phase 1),
the remaining portion of Vaughn Drive from its current terminus connecting to Laurel Parkway
(Phase 2) and the extension of Pond Lily Road from West Babcock Street to its proposed
connection to Vaughn Drive (Phase 3). This proposed subdivision will include City standard 5’
wide sidewalks along all street frontages increasing the pedestrian connectivity in the area as a
whole. This includes pedestrian facilities along West Babcock Street, Laurel Parkway as well as
along both sides of Vaughn Drive and Pond Lily Road. Midblock pedestrian pathways are
proposed throughout the proposed subdivision. For Phase 1, this includes a midblock pedestrian
pathway through the middle of Block 1 going east-west and in the open space between Block 1,
Lot 1 and Block 1, Lot 2 going north-south. For Phases 2, east-west and north-south pedestrian
pathways will be provided on Block 2, Lot 1. For Phase 3, an east-west pedestrian pathway will
be provided on Block 3 Lot 1. Final locations and configurations of these pathways will be
completed as part of the site plans for each lot. These pedestrian pathways will be 5’
wide sidewalks located in 30’ wide easements. Please see Sec. 38.220.060.A.14 below for details
on additional pedestrian facilities located in the proposed park. Per Condition 5, pedestrian
pathways must be maintained by the property owners' association which must be denoted in the
CC&Rs for future pedestrian pathways within the West Park Phase 1 Site Plan and future
subsequent site plans prior to final plat approval. Additionally, these pedestrian pathways are
required in order to support the submitted departure per code provision 6 to Sec. 38.320.030.A.
which denotes that the maximum lot area (net acres) for lots in R-4 is 2.5 net acres and
departures from the maximum lot size requirements may be allowed where the planned
development fits into the context of the neighborhood and proposed pedestrian and vehicular
circulation measures meet community objectives. Staff finds the street and pedestrian pathway
layout of the proposed subdivision creates corridors with the intention to avoid critical lands and
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incorporates greater pedestrian access through the proposed dedicated pathways to be dedicated
to the City in subsequent site plan submittals for each phase of development.
Code provision 7 requires that that all street naming proposed in the preliminary plat is reviewed
and approved by the County’s Geographic Information Systems (GIS) and City’s Engineering
Department prior to final plat approval to ensure accuracy in street naming protocols and
orientations.
The existing platted subdivision, Norton East Ranch Phase 6, includes road easements that vary
in location from the proposed roads in this proposal and as such will need to be vacated prior to
filing of the final plat for the West Park Subdivision. Additionally, the existing subdivision
includes an easement to extend Cascade Street to the east boundary of the property in line with
an existing easement on the adjacent property. The proposed subdivision includes this easement
in a slightly different location but still in line with the existing easement to the east. It is
noted that there is a covenant placed on the subject property by the original developer in
cooperation with the Army Corp of Engineers to protect wetlands which may make construction
of this future road difficult. The applicant has submitted 2 subdivision variances related to this
street connection as detailed in Section 2 above.
A traffic impact study (TIS) was provided by the applicant for the proposed subdivision. The TIS
was reviewed by the Engineering Department have been found to meet City standards for peak
trip generation and level of service with conditions. As detailed in the traffic study, the project is
anticipated to produce up to 2,376 new daily traffic trips when fully built out at 500 units. The
report indicates that the intersection of Durston Road and Laurel Parkway will not meet the
City's level of service standard at full buildout in the design year required per BMC
38.400.060.B.4. The supplemental West Park Neighborhood traffic impact study proposes a
phasing plan to satisfy BMC 38.400.060.B.4 during Phase 1 and Phase 2, and re-evaluate the
intersection during Phase 3. Per Condition 17, The West Park Neighborhood Subdivision may
not exceed the reserved intersection capacity for the subject property (252 units), or proceed with
phase 3 without re-evaluating the subject intersection.
The proposed subdivision is bordered on the south and west with streets that incorporate bike
lanes. No additional bike specific infrastructure is proposed for the subject property. There are no
arterial streets located adjacent to the development. The only modification to an existing street is
to modify Vaughn Drive at its current end point. No gravel alleys are proposed and as such, no
dust control provisions are provided. Maintenance of the proposed streets will be completed by
the City of Bozeman. Traffic calming curb bulbs are planned for the intersection of Vaughn
Drive and Pond Lily Road and on Vaughn Drive at the park pedestrian access at the future
location of the extension of Cascade Street. These traffic calming devices are shown on
the preliminary plat with additional detail provided with the infrastructure plan submittal.
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38.220.060.A.12 – Non-Municipal Utilities
The applicant has received confirmation of future service from Northwestern Energy and
communication providers.
38.220.060.A.13 - Land Use
The subdivision application has provided future land use data consistent with the R-4 zoning
district and the community plan. 21.51 acres is proposed as developable residential lots, 4.46
acres as open space areas, 11.52 acres as parks, and 3.34 acres as right-of-way. The proposed
uses of apartments and townhouses are allowed within the R-4 zoning district. For a multi-phase
project such as this proposed subdivision, the BMC requires a property owners’ association to be
formed for the entire project with the first phase per code provision 3. In addition to this
requirement, per condition of approval 4, the applicant must provide completed covenants,
conditions, and restrictions for West Park Neighborhood prior to final plat approval. The
association owns and is responsible for the maintenance of any open spaces within the proposed
subdivision per Conditions 3 and 7.
38.220.060.A.14 - Parks and Recreation Facilities
See above discussion under primary review criteria.
38.220.060.A.15 - Neighborhood Center Plan
The subdivision is exempt from providing a neighborhood center plan per Sec. 38.410.020 as
every lot is within a half mile of an existing neighborhood center to the south of the subject
property located in Norton East Ranch Phase 1.
38.220.060.A.16 - Lighting Plan
A lighting plan is only required where lights are proposed other than within the street right-of-
ways. There are no subdivision lights proposed outside of the street right-of-ways. The proposed
location of lights within the right-of-ways are shown on the preliminary plat drawing.
38.220.060.A.17 – Miscellaneous
There are public lands adjacent to or within 200 feet of all sides of the proposed subdivision
which are all City parklands. The subdivision will not have any negative effect on access to these
public lands. The proposed development will provide additional access to the Baxter Creek
corridor park through the construction of trails within the proposed park and a connecting trail to
the Baxter Creek corridor park. There is no current mining, high pressure gas lines, structures or
high voltage power lines on the subject property. As noted in the geotechnical investigation, the
mining that has previously occurred on the southeast corner of the subject property presents a
potential hazard for the construction of buildings or roads if the mined area is not remediated
prior to such construction. This concern is only associated with a portion of Lot 1, Block 3. The
proposed subdivision is not located within a delineated Wildland Urban Interface area.
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38.220.060.A.18 - Affordable Housing
This application does not rely on incentives authorized in 38.380. Therefore, no analysis is
required.
38.220.060.A.19 – Growth Policy
Please see Appendix A denoted below for an analysis of the proposed subdivision advances to
the adopted growth policy.
SECTION 7 – FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS
A. PURSUANT to Chapter 38, Article 2, BMC, and other applicable sections of Chapter 38,
BMC, public notice was given, opportunity to submit comment was provided to affected
parties, and a review of the subdivision variance and preliminary plat described in these
findings of fact was conducted.
B. The purposes of the subdivision variance and preliminary plat review were to consider all
relevant evidence relating to public health, safety, welfare, and the other purposes of
Chapter 38, BMC; to evaluate the proposal against the criteria and standards of Chapter
38, BMC; and to determine whether the subdivision variances and plat should be
approved, conditionally approved, or denied.
C. The matter of the subdivision variances and preliminary plat application was considered
by the City Commission at a public hearing on February 28, 2023 at which time the
Department of Community Development Staff reviewed the project, submitted and
summarized the subdivision variances, preliminary plat content, conditions of approval,
clarified unresolved issues and summarized the public comments submitted to the City
prior to the public hearing.
D. The applicant acknowledged understanding and agreement with the recommended
conditions of approval and code provisions.
E. The City Commission requested public comment at the public hearing on February 28,
2023 and no public comments were offered in testimony on the subdivision variances or
major subdivision preliminary plat.
F. It appeared to the City Commission that all parties and the public wishing to examine the
proposed subdivision variances and preliminary plat and offer comment were given the
opportunity to do so. After receiving the recommendation of the relevant advisory bodies
established by Section Chapter 38, BMC, considering the discussion had by advisory
bodies, and considering all matters of record presented with the application and during
the public comment period defined by Chapter 38, BMC, the City Commission has found
that the proposed subdivision variances and preliminary plat comply with the
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requirements of the Bozeman Municipal Code. Therefore, being fully advised of all
matters having come before them regarding this application, the City Commission makes
the following decision.
G. The subdivision variance from Sec. 38.400.010.A.1. related to the extension of Cascade
Street to the east property line has been found to meet the variance criteria of Sec.
38.250.080.B, BMC, and is therefore approved. The evidence contained in the submitted
material, advisory body review, public testimony, and Section 2 of this report, justify the
approval of this variance request.
H. The subdivision variance from Sec. 38.400.010.A.2. related to the extension of Cascade
Street to the east property line has been found to meet the variance criteria of Sec.
38.250.080.B, BMC, and is therefore approved. The evidence contained in the submitted
material, advisory body review, public testimony, and Section 2 of this report, justify the
approval of this variance request.
I. The subdivision variance from Sec. 38.400.010.A.2. related to the extension of Water
Lily Drive to the south property line has been found to meet the variance criteria of Sec.
38.250.080.B, BMC, and is therefore approved. The evidence contained in the submitted
material, advisory body review, public testimony, and Section 2 of this report, justify the
approval of this variance request.
J. The subdivision variance from Sec. 38.410.040.B. related to the block length between
Cottonwood Road and Pond Lily Drive has been found to meet the variance criteria of
Sec. 38.250.080.B, BMC, and is therefore approved. The evidence contained in the
submitted material, advisory body review, public testimony, and Section 2 of this report,
justify the approval of this variance request.
K. The preliminary plat has been found to meet the criteria of Chapter 38, BMC, and is
therefore approved, subject to the conditions listed in Section 3 of this report and the
correction of any elements not in conformance with the standards of the Chapter
including those identified in Section 3 of this report. The evidence contained in the
submitted material, advisory body review, public testimony, and this report, justify the
conditions imposed on this development to ensure that the final plat, final site plans and
subsequent construction complies with all applicable regulations, and all applicable
criteria of Chapter 38, BMC.
L. This City Commission order may be appealed by bringing an action in the Eighteenth
District Court of Gallatin County, within 30 days after the adoption of this document by
the City Commission, by following the procedures of Section 76-3-625, MCA. The
preliminary approval of this major subdivision shall be effective for three (3) years for
the date of the signed Findings of Fact and Order approval. At the end of this period the
City may, at the request of the subdivided, grant an extension to its approval for a period
of mutually agreed upon time.
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DATED this ______ day of ___________, 2023
BOZEMAN CITY COMMISSION
____________________________
CYNTHIA L. ANDRUS
Mayor
ATTEST:
____________________________
MIKE MAAS
City Clerk
APPROVED AS TO FORM:
___________________________
GREG SULLIVAN
City Attorney
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APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY
Zoning Designation and Land Uses:
The subject property is zoned R-4, Residential High Density District. The intent of the R-4
residential high density district is to provide for high-density residential development through a
variety of housing types within the city with associated service functions. This purpose is
accomplished by:
1) Providing for minimum lot sizes in developed areas consistent with the established
development patterns while providing greater flexibility for clustering lots and mixing
housing types in newly developed areas.
2) Providing for a variety of compatible housing types, including single and multi-
household dwellings to serve the varying needs of the community’s residents.
3) Allowing office use as a secondary use, measured by percentage of total building area.
Use of this zone is appropriate for areas adjacent to mixed-use districts, commercial districts,
and/or served by transit to accommodate a higher density of residents in close proximity to jobs
and services. This purpose is accomplished by Adopted Growth Policy Designation:
Table 4 of the Bozeman Community Plan 2020 shows the correlation between future land use
map designations and implementing zoning districts. (See below for the Table)
The subject property is designated as Urban Neighborhood. This category primarily includes
urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single
type of housing are discouraged. In limited instances, an area may develop at a lower gross
density due to site constraints and/or natural features such as floodplains or steep slopes.
Complementary uses such as parks, home-based occupations, fire stations, churches, schools,
and some neighborhood-serving commerce provide activity centers for community gathering and
services. The Urban Neighborhood designation indicates that development is expected to occur
within municipal boundaries. This may require annexation prior to development.
This proposed subdivision is well-suited to implement the Urban Neighborhood by providing
lots that will support a variety of housing types including townhouses and multi-household units
in an existing developed residential area that is predominantly detached single-household units,
two-household dwellings, and rowhomes. The multi-household lots will support the construction
of “missing middle” housing which is contemplated throughout the Bozeman Community Plan
2020. The proposed subdivision is also located near existing commercial areas known as Billion
Auto Plaza and Ferguson Farms Subdivision to the southeast as well as a partially developed,
commercial area in the Valley West Subdivision and J & D Family Major Subdivision to the
south. The added density adjacent to these commercial centers will add demand for further
development of these B-1 and B-2 zoned areas to the south.
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The growth policy encourages development to be walkable, which is defined in the glossary as:
Walkable. A walkable area has:
• A center, whether it’s a main street or a public space.
• People: Enough people for businesses to flourish and for public transit to run frequently.
• Parks and public space: Functional and pleasant public places to gather and play.
• Pedestrian design: Buildings are close to the street, parking lots are relegated to the back.
• Schools and workplaces: Close enough that walking to and from home to these destinations is
realistic.
• Complete streets: Streets designed for bicyclists, pedestrians, and transit.
With the complexity of features needed to create a walkable environment, no one site is likely to
provide all the needed elements. The additional density will help provide for element two with
potential for additional persons in the area.
A park is proposed along the eastern portion of the subject property and pedestrian routes
proposed through and around the development. This site is an additional phase of development
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for the overall Norton East Ranch Subdivision, surrounded by existing and entitled residential
uses to the west, south, and north with complimentary uses such as schools, church, parks, an
entitled grocery store, and employment opportunities within a relatively short distance. There are
no adopted development standards relating to the walk score.
The proposed development is adjacent to Adam Bronken Park and Soccer Complex, which
provides a variety of recreational opportunities from natural walking trails and sports fields in
addition to the proposed parklands which will serve as an extension of this area. The closest
grocery stores are Whole Foods and Rosauers Supermarkets which are on Huffine Road roughly
3.0 miles from the proposed development. There is an approved Site Plan on recorded for Town
& Country Foods to be developed on Fallon Street roughly 1.7 miles from the proposed
development. The two closest schools are the Petra Academy and Meadowlark Elementary
School which are both within 1.5 miles of the proposed development. The Streamline Goldline
has a stop on Ferguson Avenue and West Babcock Street, Ferguson Avenue and Cascade Street,
and North Ferguson Avenue and Durston Street, which is within 0.8 miles to 1.8 miles away
from the proposed development. There are also a variety of restaurants, automobile sales, retail,
and office uses along South Cottonwood, Huffine Line, and Fallon Street, a relatively short
distance from the proposed development which may provide employment opportunities nearby.
The proposed subdivision meets the following Bozeman Community Plan 2020 goals:
N-1.1 Promote housing diversity, including missing middle housing.
N-1.5 Encourage neighborhood focal point development with functions, activities, and facilities
that can be sustained over time. Maintain standards for placement of community focal points and
services within new development.
N-1.7 Review and where appropriate, revise block and lot design standards, including orientation
for solar power generation throughout city neighborhoods.
N-1.8 Install, replace, and maintain missing or damaged sidewalks, trails, and shared use paths
N-1.10 Increase connectivity between parks and neighborhoods through continued trail and
sidewalk development. Prioritize closing gaps within the network.
N-1.11 Enable a gradual and predictable increase in density in developed area over time.
N-2.3 Investigate and encourage development of commerce concurrent with, or soon after,
residential development. Actions, staff, and budgetary resources relating to neighborhood
commercial development should be given a high priority.
N-3.8 Promote the development of “Missing Middle” housing (townhouses, multi-household).
N-4.2 Incorporate features, in both public and private projects, to provide organization, structure,
and landmarks as Bozeman grows.
DCD-1.2 Remove regulatory barriers to infill.
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DCD-1.5 Identify underutilized sites, vacant, and undeveloped sites for possible development or
redevelopment, including evaluating possible development incentives.
DCD-1.12 Prioritize the acquisition and/or preservation of open space that supports community
values, addresses gaps in functionality and needs, and does not impede development of the
community.
DCD-3.1 Expand multimodal accessibility between districts and throughout the City as a means
of promoting personal and environmental health, as well as reducing automobile dependency.
DCD-3.2 Identify missing links in the multimodal system, prioritize those most beneficial to
complete, and pursue funding for completion of those links.
DCD-3.3 Identify major existing and future destinations for biking and walking to aid in
prioritization of route planning and completion.
M-1.11 Prioritize and construct key sidewalk connections and enhancements.
M2.5 Develop safe crossings along priority and high utilization pedestrian and biking corridors.
APPENDIX B – DETAILED PROJECT DESCRIPTION
Project Background and Description
A preliminary plat application by the applicant, Tyler Steinway, Intrinsik Architecture, 106 East
Babcock Street Suite 1A, Bozeman, MT 59715, and the representative, Greg Stratton, Kilday &
Stratton, 2880 Technology Boulevard West, Suite 271, Bozeman, Montana, 59719 representing
the property owner, Patrick Eibs, 8FC, LLC, PO Box 11366, Bozeman, Montana, 59719.
APPENDIX C – NOTICING AND PUBLIC COMMENT
Notice was provided at least 15 and not more than 45 days prior to the close of the public
comment period/City Commission public meeting per BMC 38.220.420, The City scheduled
public notice for this application on January 20, 2023 to February 28, 2023. The applicant posted
a public notice on the subject property on January 20, 2023. The City sent public notice to all
landowners of record within 200-feet of the subject property via first class mail, on January 18,
2023. Two written public comments have been received as of the writing of this report. All
public comments are included in the City’s Laserfiche archive and available to the public.
One public commenter expressed concerns that this subdivision will cause increased traffic along
Laurel Parkway and Vaughn Drive. The potential impact of this traffic through the existing
Lakes at Valley West Subdivision to the north poses concerns for existing pedestrian activity
within the parks and open spaces along Laurel Parkway, and will limit the ability of both Laurel
Parkway and Vaughn Drive from accommodating two-way traffic and on-street parking. The
commenter stated that this may also impact accessibility for emergency services and denoted the
applicant should consider during the Phase 2 site planning that traffic flow should be directed to
Laurel Parkway or West Babcock Street. The commenter also denoted that a decrease in the
198
22178 Findings of Fact and Order for the West Park Neighborhood Preliminary Plat Page 45 of 46
speed limit in the area would be appropriate for pedestrian safety for patrons of the parklands
along Laurel Parkway.
Based on Staff’s review of the proposed application, Vaughn Drive is a local street with a 60’
right of way. The proposed design of Vaughn Drive meets the City’s design standards and
accommodates on-street parking. Laurel Parkway is a collector street with a 90’ right of way.
The existing design of Laurel Parkway meets the City’s design standards.
The other public commenter suggested that the northern portion of the proposed West Park
Subdivision should include the open space currently allocated adjacent to the intersection of
West Babcock Street and Laurel Parkway to create a buffer between the two subdivisions. This
commenter denotes that as recently proposed apartment complexes have been developed near
commercial areas and main roadways, the proposed apartments and multi-household
development allowed in the subdivision should be developed further away from the Lakes at
Valley West such as along West Babcock Street with housing types such as single to four
household dwellings, townhouses and rowhouses to be developed along the northern portion of
the subject property. Both commenters denoted that this approach would allow for an appropriate
transition between the newly proposed subdivision zoned R-4 and the existing single household
subdivision zoned R-1.
Per 38.220.060.A.13 and Appendix A of this staff report, the proposed preliminary plat has
provided future land use data consistent with the R-4 zoning district and the community plan.
The proposed uses of apartments and townhouses are allowed within this zoning district. The
BMC does not have provisions for the buffering or transitioning between R-1 and R-4 zoning
districts nor regulations for the placement of open space as denoted within the public comments.
Additionally, the BMC does not have provisions in which require the specific placement of
certain housing types within a neighborhood.
APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF
Owner: Patrick Eibs, 8FC, LLC, PO Box 11366, Bozeman, Montana, 59719
Applicant: Tyler Steinway, Intrinsik Architecture, 106 East Babcock Street Suite 1A,
Bozeman, MT 59715
Representative: Greg Stratton, Kilday & Stratton, 2880 Technology Boulevard West, Suite 271,
Bozeman, Montana, 59719
Report By: Nakeisha Lyon, Associate Planner
FISCAL EFFECTS
No unusual fiscal effects have been identified. No presently budgeted funds will be changed by
this subdivision.
199
22178 Findings of Fact and Order for the West Park Neighborhood Preliminary Plat Page 46 of 46
ATTACHMENTS
The full application and file of record can be viewed on the City’s Community Development Project Information Portal. Select the “Project Documents Folder” link and navigate to application #22178.
The full application and file of record is also available digitally at the Community Development Department at 20 E. Olive Street, Bozeman, MT 59715. Application materials – Available through the Laserfiche archive.
This project can be viewed on the Community Development Viewer interactive map. Submitted public comments during the public notice period are available digitally.
200
Memorandum
REPORT TO:City Commission
FROM:
Luke Kline, Parks and Recreation Contracts Coordinator
Mitch Overton, Parks and Recreation Department Director
SUBJECT:
Authorize the City Manager to Sign an Amendment One to the Professional
Services Agreement with Bozeman Site Services, LLC. for Landscape
Maintenance Services in the Parks and Trails District
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to Sign an Amendment One to the Professional
Services Agreement with Bozeman Site Services, LLC. for Landscape
Maintenance Services in the Parks and Trails District
STRATEGIC PLAN:6.5 Parks, Trails & Open Space: Support the maintenance and expansion of
an interconnected system of parks, trails and open spaces.
BACKGROUND:On June 1, 2020, the Bozeman City Commission approved Resolution 5180
creating the Bozeman Parks and Trails Special District (District). To
accomplish the District objectives the City has developed a multi-year
District implementation plan designed to achieve steady calculated increases
in level of service standards and sustainable maintenance practices in all City
Parks. Beginning July 1, 2020 City’s Parks and Recreation Department
assumed full responsibility for all of the District’s designated park properties
including the addition of 235 acres of park land located within subdivision
parks previously maintained by home owners/community associations. In
February 2022, the Parks and Recreation Department conducted a request
for proposals process to acquire professional services required to maintain
parks grounds and landscape areas in the District. After careful evaluation
and review, Bozeman Site Services, LLC. was determined to be the most
qualified vendor for Parks and Trails District Landscape Maintenance
Services Zone 2 Parks. On April 12, 2022, the City entered into the
Agreement with Bozeman Site Services, Inc. The Agreement is effective for
one year after the date of execution with the option to extend the
agreement an additional year upon mutual agreement. Bozeman Site
Services, LLC. has demonstrated the ability to provide comprehensive
landscape maintenance services for the City’s Parks and Trials District and
201
will continue complete services as defined and described in Attachment B:
PSA Bozeman Site Services, LLC. The Attachment A PSA Amendment 1
Bozeman Site Services, LLC. will extend the Agreement for an additional one
(1) year period and shall terminate on April 12, 2024. In no case, however,
may this agreement run longer than five (5) years from the original effective
date.
UNRESOLVED ISSUES:
None.
ALTERNATIVES:As recommended by City Commission.
FISCAL EFFECTS:
Funding is currently allocated for this maintenance within the FY23 and FY24
budget in the Parks and Trails District Maintenance Fund account.
Attachments:
Attachment A PSA Amendment 1 Bozeman Site Services
LLC..pdf
Attachment B PSA Bozeman Site Services LLC..pdf
Report compiled on: March 17, 2023
202
First Amendment to Professional Services Agreement for Landscape Maintenance Services Zone 2
FY 2023 – FY 2024 Page 1 of 2
FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
THIS FIRST AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT FOR Parks and Trials District Landscape Maintenance Services Zone 2 dated April 12, 2022
(the “Agreement”) is made and entered into this _____ day of ____________, 2023, 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 PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and Bozeman Site Services, LLC., PO Box 6800, Bozeman, MT
59771 hereinafter referred to as “Contractor.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree to amend the Agreement
as follows:
1. Section 31 of the Agreement is replaced in its entirety with the following:
31. Extensions: This Agreement may, upon mutual agreement, be extended for a period
of one (1) year by written agreement of the Parties. In no case, however, may this
Agreement run longer than five years.
2. Extension of Term: Section 31. Extensions: Professional Service Agreement between
City and Contractor dated April 12, 2022 is extended for an additional one (1) year
period. The Agreement shall terminate on April 12, 2024.
3. Section 4 Payment: The landscape maintenance services specified in Exhibit B of the
Professional Services Agreement between the City and the Contractor are clarified to
include updated pricing described in Exhibit A: Schedule of Services – Bozeman Site
Services LLC.
4. Agreement still valid. All remaining terms and provisions of the Agreement remain
valid.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
203
First Amendment to Professional Services Agreement for Landscape Maintenance Services Zone 2
FY 2023 – FY 2024 Page 2 of 2
IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year first
above written.
CITY OF BOZEMAN, MONTANA BOZEMAN SITE SERVICES, LLC.
By________________________________ By_____________________________
Jeff Mihelich, City Manager Print Name:
Title:
APPROVED AS TO FORM
By_______________________________
Greg Sullivan, Bozeman City Attorney
204
Customer:Proposal #2166 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Baxter Sq Pk
Sartain St
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$290.00
$275.00
$1,740.00
Weekly Turf Maintenance
Native Grass Mowing
Turf Granular Fertilization and
Weed Control
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Mow unirrigated, native grass area 2X per season. Minimum charge of $120.
See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
Spray for noxious weeds in native areas on property. 1X per season.
Minimum of $120.00. See attached map.$294.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit A: Schedule of Services
205
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 206
Customer:Proposal #2169 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Cattail Lakes Pk
Trout Meadows Rd
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$220.00
$1,804.00
$1,302.00
Weekly Turf Maintenance
Native Grass Mowing
Turf Granular Fertilization and
Weed Control
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
Spray for noxious weeds in native areas on property. 1X per season.
Minimum of $120.00. See attached map.$1,932.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 207
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 208
Customer:Proposal #2168 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Cattail Creek Pk Phase 3
Catron St
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$609.00
$887.00
$3,662.00
Weekly Turf Maintenance
Native Grass Mowing
Turf Granular Fertilization and
Weed Control
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
Spray for noxious weeds in native areas on property. 1X per season.
Minimum of $120.00. See attached map.$950.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 209
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 210
Customer:Proposal #2167 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Cattail Creek Pk A&B
Cattail St
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$1,253.00
$1,804.00
$7,872.00
Weekly Turf Maintenance
Native Grass Mowing
Turf Granular Fertilization and
Weed Control
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
Spray for noxious weeds in native areas on property. 1X per season.
Minimum of $120.00. See attached map.$1,932.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 211
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 212
Customer:Proposal #2170 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Creekwood Pk
Creekwood Dr
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$173.00
$177.00
$1,031.00
Weekly Turf Maintenance
Native Grass Mowing
Turf Granular Fertilization and
Weed Control
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
Spray for noxious weeds in native areas on property. 1X per season.
Minimum of $120.00. See attached map.$190.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 213
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 214
Customer:Proposal #2171 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Harvest Ck Pk
Hunters Way
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$2,027.00
$393.00
$11,209.00
Weekly Turf Maintenance
Native Grass Mowing
Turf Granular Fertilization and
Weed Control
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Mow unirrigated, native grass area 2X per season. Minimum charge of $120.
See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
Spray for noxious weeds in native areas on property. 1X per season.
Minimum of $120.00. See attached map.$420.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Bed Maintenance BSS will perform Weed and/or spray landscaped garden bed areas 2X per
month. Billed per hour. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 215
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 216
Customer:Proposal #2172 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Headlands Pk 1-4
Bridger Dr
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$269.00
$917.00
$1,551.00
Weekly Turf Maintenance
Native Grass Mowing
Turf Granular Fertilization and
Weed Control
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
Spray for noxious weeds in native areas on property. 1X per season.
Minimum of $120.00. See attached map.$982.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 217
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 218
Customer:Proposal #2173 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Legends Pk 1
Boylan Rd
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$203.00
$1,367.00
Weekly Turf Maintenance
Turf Granular Fertilization and
Weed Control
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
Spray for noxious weeds in native areas on property. 1X per season.
Minimum of $120.00. See attached map.$399.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Bed Maintenance BSS will perform Weed and/or spray landscaped garden bed areas 2X per
month. Billed per hour. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 219
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 220
Customer:Proposal #2175 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Legends Pk 2
Boylan Rd
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$594.00
$1,147.00
$4,099.00
Weekly Turf Maintenance
Native Grass Mowing
Turf Granular Fertilization and
Weed Control
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
Spray for noxious weeds in native areas on property. 1X per season.
Minimum of $120.00. See attached map.$409.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Bed Maintenance BSS will perform Weed and/or spray landscaped garden bed areas 2X per
month. Billed per hour. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 221
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 222
Customer:Proposal #2176 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Oak Meadows Pk
Oak Park Dr
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$567.00
$3,752.00
Weekly Turf Maintenance
Turf Granular Fertilization and
Weed Control
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 223
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 224
Customer:Proposal #2177 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Pine/Valley Meadow Pk
Meriwether Ave
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$172.00
$674.00
Weekly Turf Maintenance
Turf Granular Fertilization and
Weed Control
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 225
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 226
Customer:Proposal #2178 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Sandan Pk
Savannah St
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$552.00
$3,313.00
Weekly Turf Maintenance
Turf Granular Fertilization and
Weed Control
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 227
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 228
Customer:Proposal #2179 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 6, 2023 COB - Soroptomist Pk
Rouse Ave
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
Weekly Turf Maintenance Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
$76.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 229
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 230
Customer:Proposal #2180 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 6, 2023 COB - Village Downtown Pk
Village Downtown Blvd
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
Weekly Turf Maintenance Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
$65.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 231
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 232
Customer:Proposal #2181 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Walton Hstd Pk
15th Ave
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$191.00
$1,092.00
Weekly Turf Maintenance
Turf Granular Fertilization and
Weed Control
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 233
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 234
Customer:Proposal #2182 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - West Winds Pk
Buckrake Ave
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$2,076.00
$3,579.00
$15,601.00
Weekly Turf Maintenance
Native Grass Mowing
Turf Granular Fertilization and
Weed Control
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
Spray for noxious weeds in native areas on property. 1X per season.
Minimum of $120.00. See attached map.$3,834.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 235
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 236
Customer:Proposal #2183 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Westglen Pk
Meriwether Ave
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
$141.00
$744.00
Weekly Turf Maintenance
Turf Granular Fertilization and
Weed Control
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Apply slow release mix of granular fertilization and weed control spray to
designated Turf area. See attached Map.
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 237
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 238
Customer:Proposal #2184 Property:
Luke Kline
City of Bozeman
121 N. Rouse Ave.
Bozeman , MT 59718
Date: March 9, 2023 COB - Willow Pk
Michael Grove Ave
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE 23
BILLED PER SERVICE*
SERVICE DESCRIPTION PER SERVICE
Weekly Turf Maintenance $50.00
Native Grass Mowing $143.00
Noxious Weed Spray In Native
Areas
Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Mow unirrigated, native grass area 2X per season. Minimum charge of $120.
See attached map.
Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
$157.00
BILLED AT TIME AND MATERIALS*
SERVICE DESCRIPTION PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$75.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$75.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$75.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$75.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$75.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$75.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$75.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$75.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 239
Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893 240
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Professional Services Agreement for Landscape Maintenance Services Zone 2 FY 2022- 2023
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this _____ day of ____________, 2022
(“Effective Date”), 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 PO Box 1230, Bozeman, MT
59771, hereinafter referred to as “City,” and, Bozeman Site Services LLC., PO Box 6800,
Bozeman, MT 59771, hereinafter referred to as “Contractor.” The City and Contractor may be
referred to individually as “Party” and collectively as “Parties.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1.Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Exhibit A and by this reference made
a part hereof.
2.Term/Effective Date: This Agreement is effective upon the Effective Date and unless
earlier terminated in accordance with this Agreement.
3.Scope of Services: Contractor will perform the work and provide the services in
accordance with the requirements of the Scope of Services. For conflicts between this Agreement and
the Scope of Services, unless specifically provided otherwise, the Agreement governs.
4.Payment: City agrees to pay Contractor the amount specified in the Scope of Services
attached hereto as Exhibit B. Any alteration or deviation from the described services that involves
additional costs above the Agreement amount will be performed by Contractor after written request
by the City, and will become an additional charge over and above the amount listed in the Scope of
Services. The City must agree in writing upon any additional charges.
5.Contractor’s Representations: To induce City to enter into this Agreement,
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Contractor makes the following representations:
a.Contractor has familiarized itself with the nature and extent of this Agreement, the
Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
and regulations that in any manner may affect cost, progress or performance of the Scope of Services.
b. Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform the services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this Agreement
shall not infringe upon or violate the rights of any third party, whether rights of copyright, trademark,
privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal,
state and municipal laws. The City will not determine or exercise control as to general procedures or
formats necessary to have these services meet this warranty.
6.Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered an employee
of the City for any purpose. Contractor is not subject to the terms and provisions of the City’s
personnel policies handbook and may not be considered a City employee for workers’ compensation
or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in
any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers’ Compensation Act,
Title 39, Chapter 71, Montana Code Annotated (MCA), and the Occupational Disease Act of
Montana, Title 39, Chapter 71, MCA. Contractor shall maintain workers’ compensation coverage for
all members and employees of Contractor’s business, except for those members who are exempted
by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder for
workers’ compensation coverage by an insurer licensed and authorized to provide workers’
compensation insurance in the State of Montana; or (2) proof of exemption from workers’
compensation granted by law for independent contractors.
Contractor shall post a legible statement of all wages and fringe benefits to be paid to the
Contractor’s employees and the frequency of such payments (i.e., hourly wage employees shall be
paid weekly). Such posting shall be made in a prominent and accessible location at the Contractor’s
normal place of business and shall be made no later than the first day of services provided under this
Agreement. Such posting shall be removed only upon expiration or termination of this Agreement.
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In performing the services under this Agreement, Contractor shall give preference to the
employment of bona fide residents of Montana, as required by §18-2-403, MCA, as such term is
defined by §18-2-401(1), MCA. When making assignments of work, Contractor shall use workers
both skilled in their trade and specialized in their field of work for all work to which they are assigned.
Pursuant to §§18-2-403 and 18-2-422, MCA, Contractor shall pay wages, fringe benefits, and
expenses, including travel allowances as set forth in the current Montana Prevailing Wage Rate for
Non Construction Services in effect and applicable to Gallatin County, Montana, which schedule is
incorporated herein. Contractor shall pay all hourly wage employees on a weekly basis. Violation of
the requirements set forth in the above State of Montana schedule of prevailing wage rates may
subject the Contractor to the penalties set forth in §18-2-407, MCA. Contractor shall maintain payroll
records during the term of this Agreement and for a period of three (3) years following termination
of this Agreement.
The Contractor shall ensure that any person, firm or entity performing any portion of the
services under this Agreement for which the contractor, subcontractor or employer is responsible, is
paid the applicable standard prevailing rate of wages.
In the event that, during the term of this Agreement, any labor problems or disputes of any
type arise or materialize which in turn cause any services to cease for any period of time, Contractor
specifically agrees to take immediate steps, at its own expense and without expectation of
reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific
steps Contractor shall take shall be left to the discretion of Contractor; provided, however, that
Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief
to the City so as to permit the services to continue at no additional cost to City.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in
connection with any labor problems or disputes or any delays or stoppages of work associated with
such problems or disputes and for any claims regarding underpaid prevailing wages.
7.Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and
hold harmless the City, its agents, representatives, employees, and officers (collectively referred to
for purposes of this Section as the City) from and against any and all claims, demands, actions, fees
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and costs (including attorney’s fees and the costs and fees of expert witness and consultants), losses,
expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or
damages of whatever kind or nature connected therewith and without limit and without regard to the
cause or causes thereof or the negligence of any party or parties that may be asserted against,
recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or
in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii)
any negligent, reckless, or intentional misconduct of any of the Contractor’s agents.
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses, including reasonable defense attorney fees, to the extent caused by the negligence or
intentional misconduct of the Contractor or Contractor’s agents or employees.
Such obligations shall not be construed to negate, abridge, or reduce other rights or obligations
of indemnity that would otherwise exist. The indemnification obligations of this Section must not be
construed to negate, abridge, or reduce any common-law or statutory rights of the City as
indemnitee(s) which would otherwise exist as to such indemnitee(s).
Contractor’s indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should the City be required to bring an action against the Contractor to assert its right to
defense or indemnification under this Agreement or under the Contractor’s applicable insurance
policies required below, the City shall be entitled to recover reasonable costs and attorney fees
incurred in asserting its right to indemnification or defense but only if a court of competent
jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to
indemnify the City for a claim(s) or any portion(s) thereof.
In the event of an action filed against the City resulting from the City’s performance under
this Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
Contractor also waives any and all claims and recourse against the City, including the right of
contribution for loss or damage to person or property arising from, growing out of, or in any way
connected with or incident to the performance of this Agreement except “responsibility for [City’s]
own fraud, for willful injury to the person or property of another, or for violation of law, whether
willful or negligent” as per 28-2-702, MCA.
Professional Services Agreement for Landscape Maintenance Services Zone 2
FY 2022- 2023 Page 4 of 12
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These obligations shall survive termination of this Agreement and the services performed
hereunder.
In addition to and independent from the above, Contractor shall at Contractor’s expense secure
insurance coverage through an insurance company or companies duly licensed and authorized to
conduct insurance business in Montana which insures the liabilities and obligations specifically
assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion
for liabilities specifically assumed by the Contractor in this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City. Contractor shall
furnish to the City an accompanying certificate of insurance and accompanying endorsements in
amounts not less than as follows:
•Workers’ Compensation – statutory;
•Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
•Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
•Automobile Liability - $1,000,000 property damage/bodily injury per accident; and
•Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City shall be endorsed as an
additional or named insured on a primary non-contributory basis on the Commercial General,
Employer’s Liability, and Automobile Liability policies. The insurance and required endorsements
must be in a form suitable to City and shall include no less than a thirty (30) day notice of cancellation
or non-renewal. Contractor shall notify City within two (2) business days of Contractor’s receipt of
notice that any required insurance coverage will be terminated or Contractor’s decision to terminate
any required insurance coverage for any reason.
The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor’s Fault:
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a.If Contractor refuses or fails to timely do the work, or any part thereof, or fails
to perform any of its obligations under this Agreement, or otherwise breaches any terms or
conditions of this Agreement, the City may, by written notice, terminate this Agreement and
the Contractor’s right to proceed with all or any part of the work (“Termination Notice Due
to Contractor’s Fault”). The City may then take over the work and complete it, either with its
own resources or by re-letting the contract to any other third party.
b.In the event of a termination pursuant to this Section 8, Contractor shall be
entitled to payment only for those services Contractor actually rendered.
c.Any termination provided for by this Section 8 shall be in addition to any other
remedies to which the City may be entitled under the law or at equity.
d.In the event of termination under this Section 8, Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination.
9. Termination for City’s Convenience:
a.Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement, the City may
terminate this Agreement by written notice to Contractor (“Notice of Termination for City’s
Convenience”). The termination shall be effective in the manner specified in the Notice of
Termination for City’s Convenience and shall be without prejudice to any claims that the City
may otherwise have against Contractor.
b.Upon receipt of the Notice of Termination for City’s Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as
may be necessary to preserve, protect, and maintain work already completed or immediately
in progress.
c.In the event of a termination pursuant to this Section 9, Contractor is entitled
to payment only for those services Contractor actually rendered on or before the receipt of the
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Notice of Termination for City’s Convenience.
d.The compensation described in Section 9(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost
productivity, field office overhead, general conditions costs, or lost profits damages of any
nature arising, or claimed to have arisen, as a result of the termination.
10. Limitation on Contractor’s Damages; Time for Asserting Claim:
a.In the event of a claim for damages by Contractor under this Agreement,
Contractor’s damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature or kind.
b.In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim.
11.Representatives and Notices:
a.City’s Representative: The City’s Representative for the purpose of this
Agreement shall be Luke Kline, Contracts Coordinator or such other individual as City shall
designate in writing. Whenever approval or authorization from or communication or
submission to City is required by this Agreement, such communication or submission shall be
directed to the City’s Representative and approvals or authorizations shall be issued only by
such Representative; provided, however, that in exigent circumstances when City’s
Representative is not available, Contractor may direct its communication or submission to
other designated City personnel or agents as designated by the City in writing and may receive
approvals or authorization from such persons.
b.Contractor’s Representative: The Contractor’s Representative for the
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purpose of this Agreement shall be Doug Duschene or such other individual as Contractor
shall designate in writing. Whenever direction to or communication with Contractor is
required by this Agreement, such direction or communication shall be directed to Contractor’s
Representative; provided, however, that in exigent circumstances when Contractor’s
Representative is not available, City may direct its direction or communication to other
designated Contractor personnel or agents.
c. Notices: All notices required by this Agreement shall be in writing and
shall be provided to the Representatives named in this Section. Notices shall be deemed given
when delivered, if delivered by courier to Party’s address shown above during normal business
hours of the recipient; or when sent, if sent by email or fax (with a successful transmission
report) to the email address or fax number provided by the Party’s Representative; or on the
fifth business day following mailing, if mailed by ordinary mail to the address shown above,
postage prepaid.
12.Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman
business license, and inspections from applicable governmental authorities, and pay all fees and
charges in connection therewith.
13 Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers’
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and
State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination,
affirmative action, and utilization of minority and small business statutes and regulations.
14.Nondiscrimination and Equal Pay: The Contractor agrees that all hiring by
Contractor of persons performing this Agreement shall be on the basis of merit and qualifications.
The Contractor will have a policy to provide equal employment opportunity in accordance with all
applicable state and federal anti-discrimination laws, regulations, and contracts. The Contractor will
not refuse employment to a person, bar a person from employment, or discriminate against a person
in compensation or in a term, condition, or privilege of employment because of race, color, religion,
creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation,
gender identity, physical or mental disability, except when the reasonable demands of the position
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require an age, physical or mental disability, marital status or sex distinction. The Contractor shall
be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United
States Code, and all regulations promulgated thereunder.
Contractor represents it is, and for the term of this Agreement will be, in compliance with the
requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act).
Contractor must report to the City any violations of the Montana Equal Pay Act that Contractor has
been found guilty of within 60 days of such finding for violations occurring during the term of this
Agreement.
Contractor shall require these nondiscrimination terms of its subcontractors providing services
under this Agreement.
15.Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor
shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs,
by any employee or agent engaged in services to the City under this Agreement while on City property
or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of
and shall comply with its responsibilities and obligations under the U.S. Department of Transportation
(DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City
shall have the right to request proof of such compliance and Contractor shall be obligated to furnish
such proof.
The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for
instructing its employees and agents in safe work practices.
16.Modification and Assignability: This Agreement may not be enlarged, modified or
altered except by written agreement signed by both parties hereto. The Contractor may not
subcontract or assign Contractor’s rights, including the right to compensation or duties arising
hereunder, without the prior written consent of the City. Any subcontractor or assignee will be bound
by all of the terms and conditions of this Agreement.
17.Reports/Accountability/Public Information: Contractor agrees to develop and/or
provide documentation as requested by the City demonstrating Contractor’s compliance with the
requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons
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authorized by the City to inspect and copy its books and records for the purpose of verifying that the
reimbursement of monies distributed to Contractor pursuant to this Agreement was used in
compliance with this Agreement and all applicable provisions of federal, state, and local law. The
Contractor shall not issue any statements, releases or information for public dissemination without
prior approval of the City.
18.Non-Waiver: A waiver by either party of any default or breach by the other party of
any terms or conditions of this Agreement does not limit the other party’s right to enforce such term
or conditions or to pursue any available legal or equitable rights in the event of any subsequent default
or breach.
19.Attorney’s Fees and Costs: In the event it becomes necessary for either Party to
retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice
required herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable
attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City
Attorney’s Office staff.
20.Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
21.Dispute Resolution:
a.Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between senior-level
personnel from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties, the parties may invite an independent, disinterested mediator to assist
in the negotiated settlement discussions.
b.If the parties are unable to resolve the dispute within thirty (30) days from the
date the dispute was first raised, then such dispute may only be resolved in a court of
competent jurisdiction in compliance with the Applicable Law provisions of this Agreement.
22. Survival: Contractor’s indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
23. Headings: The headings used in this Agreement are for convenience only and are not
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be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to
which they refer.
24.Severability: If any portion of this Agreement is held to be void or unenforceable, the
balance thereof shall continue in effect.
25.Applicable Law: The parties agree that this Agreement is governed in all respects by
the laws of the State of Montana.
26.Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs,
legal representatives, successors, and assigns of the parties.
27.No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or
enforced by a third party.
28.Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
29.Integration: This Agreement and all Exhibits attached hereto constitute the entire
agreement of the parties. Covenants or representations not contained herein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties other
than as set forth in this Agreement. All communications, either verbal or written, made prior to the
date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this
Agreement by reference.
30.Consent to Electronic Signatures: The Parties have consented to execute this
Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act,
Title 30, Chapter 18, Part 1, MCA.
31.Extensions: this Agreement may, upon mutual agreement, be extended for a period
of one year by written agreement of the Parties. In no case, however, may this Agreement run longer
than three years.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
Professional Services Agreement for Landscape Maintenance Services Zone 2
FY 2022- 2023 Page 11 of 12
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Version 8 30 21
Professional Services Agreement for Landscape Maintenance Services Zone 2 FY 2022- 2023
Page 12 of 12
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and
year first above written or as recorded in an electronic signature.
CITY OF BOZEMAN, MONTANA ____________________________________
CONTRACTOR (Type Name Above)
By________________________________ By__________________________________
Jeff Mihelich, City Manager
Print Name: ___________________________
Print Title: ____________________________
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
Doug Duschene
Doug Duschene
CEO
252
REQUEST FOR PROPOSALS (RFP)
PARKS & TRAILS DISTRICT
LANDSCAPE MAINTENANCE SERVICES ZONE: 2
CITY OF BOZEMAN
Bozeman, MT
City of Bozeman
PO Box 1230
Bozeman, MT 59771-1230
January 2022
Exhibit A
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
253
I.INTRODUCTION
The City of Bozeman (Owner), Parks and Recreation Department is seeking proposals from
qualified contractors to provide landscape and grounds maintenance services on parks, trails
and landscape areas within the newly established City of Bozeman Parks and Trails District.
The Owner intends to enter into a professional service agreement with the selected contractor
to perform grounds and landscape maintenance services throughout City of Bozeman Parks
System. Routine maintenance operations will be conducted primarily in City parks spaces
located in subdivision parks previously maintained by property management companies and
owners associations. The selected contractor will complete the services as defined in the RFP
scope of services to begin the spring of 2022.
This RFP shall not commit the Owner to enter into an agreement, to pay any expenses incurred
in preparation of any response to this request, or to procure or contract for any supplies, goods
or services. The Owner reserves the right to accept or reject all responses received as a result of
this RFP if it is in the Owner’s best interest to do so.
This procurement is governed by the laws of the State of Montana and venue for all legal
proceedings shall be in the 18th Judicial District Court, Gallatin County. By offering to perform
services under this RFP, all Submitters agree to be bound by the laws of the State of Montana
and of the Owner, including, but not limited to, applicable wage rates, payments, gross receipts
taxes, building codes, equal opportunity employment practices, safety, non-discrimination, etc.
II.PROJECT BACKGROUND AND DESCRIPTION
On May 5, 2020, the City of Bozeman approved the Bozeman Parks and Trails Special District
(District). With the endorsement of Bozeman resident’s the District granted the City
authorization to conduct annual levy assessments for funding to maintain and operate all of the
City owned parks and trails. To accomplish the District objectives the City has developed a
multi-year Parks and Trails District implementation plan designed to achieve steady calculated
increases in level of service standards and sustainable maintenance practices in all City Parks.
Beginning July 1, 2020 City’s Parks and Recreation Department assumed full responsibility for all
of the District’s designated park properties including the addition of 217 acres of park land
located within subdivision parks previously maintained by home owners/community
associations. To address the requirements for all maintenance, operations, capital and deferred
maintenance needed in the new District the City will establish contracts for professional
services with qualified contractors.
The City of Bozeman is seeking proposals from contractors to perform grounds and landscape
maintenance for parks, trails and amenities within the District. Contractor will provide regularly
scheduled services to ensure that City landscapes are effectively and efficiently maintained for
Exhibit A
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
254
the benefit of the city and its residents. The selected contractor will begin work in April of 2022
and continue services through the completion of the summer season at the end of October
2022. The routine services will be conducted for approximately a 30 week period in total or
approximately 7 months per year.
III.SCOPE OF SERVICES
If selected a contractor will provide the City with professional expertise to successfully
implement the proposed scope of services. The City has provided a summary of the basic
maintenance components and site locations to assist in understanding the tasks and
maintenance services desired. Specifications are general in nature and not intended to
encompass all the projects complexity. Contractor shall become familiar with the specified
locations and the needs of each facility to best determine their ability to complete the
described maintenance specifications.
Additional tasks and work elements may be inserted into the scope of services during contract
negotiations with the selected firm. It is also possible that tasks or elements could be removed
during negotiations or not included in an initial contract because of regulatory uncertainty,
budget limitations, contracting strategy or any combination thereof.
Proposals must clearly identify any elements of the proposed scope of services that would not
be provided by the prime contractor. Any sub-contractors which comprise the respondent team
must be identified along with a description of past working history between the firms.
The scope of services includes:
1.Contractor shall be responsible for completion of site specific landscape maintenance
and grounds keeping services identified and described in Appendix D: Park location
Maps Zone 2.
2.Contractor proposals shall include cost associated with delivery of tasks described in
Appendix C: Maintenance Schedule Zone 2 and Additional Services listed to be
considered for proposal award.
3.Contractor shall provide a fixed cost per item for all services at the frequency
designated/described in Appendix C: Maintenance Schedule Zone 2.
Services requested for Maintenance Schedule Zone 2 include:
a.Mowing
b.Weedeating / Trimming
c.Fertilizer Application
d.Spraying Application / Weed Control
Exhibit A
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
255
4.Contractor shall provide a fixed hourly rate for services described in Appendix C:
Maintenance Schedule.
Additional Services requested include:
e.Mowing
f.Weedeating / Trimming
g.Landscaping / Gardening
h.Clearing, brushing, pruning of vegetation
i.Maintenance of native grass/naturalized areas
j.Trail maintenance
k.Removal of seasonal debris, leaves, litter
l.Overseeding turf areas
m.Aerating & Thatching
n.Snow Removal Services
5.The final scope of services may change and will be contained in a professional services
agreement to be executed by the City and the selected Contractor. Contractor proposals
shall include additional explanation if items costs are excluded from the scope of
services provided. Irrigation services/maintenance are not included in this RFP and will
be contracted separately.
Exhibit A
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
256
Appendix C
Maintenance Schedule- Zone 2 LANDSCAPE
CITY OF BOZEMAN
Bozeman, MT
City of Bozeman
PO Box 1230
Bozeman, MT 59771-1230
January 2022
Exhibit A
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
257
PARK NAME SITE DISCRIPTION LOCATION:MAP/LOCATION (GREEN AREA ONLY)
CATTAIL CREEK
PARKS A & B
TURF: YES/UNK
IRRIGATION: YES/UNK
Park A: Blackbird Dr. to
Warbler Way & South fo
Cattail St. Park B: Catron St.
to Cattail St. & Blackbird Dr.
to Warbler Way.
2-B 1x/week
(price per mow)$1x/week
(price per trimming) $
On Turf Areas
1x/year/as needed (price per application) $
Broad leaf weed control
1x/year/as needed (price per application) $
SANDAN PARK TURF: YES/FAIR IRRIGATION:YES/ME
DIUM/FAIR
Downy Ln. to Savannah St. & Fen Way to Blackbird Dr. 2-C 1x/week (price per mow)$1x/week (price per trimming) $ On Turf Areas 1x/year/as needed (price
per application)
$ Broad leaf weed control 1x/year/as needed
(price per application)
$
CATTAIL CREEK
PARK PHASE 3
TURF: YES/UNK IRRIGATION:
YES/MEDIUM/FAIR
Catron St. to Catamount &
Blackbird Dr. to Warbler Way.2-D 1x/week
(price per mow)$1x/week
(price per trimming) $ On Turf Areas 1x/year/as needed (price
per application)
$ Broad leaf weed control 1x/year/as needed
(price per application)
$
HARVEST CREEK
PARK 1-4
TURF: YES/FAIR IRRIGATION:
YES/SMALL/FAIR
W. Oak St. to Durston Rd. & Springbrook Ave.
to to N. 27th Ave.2-E 1x/week
(price per mow)$1x/week
(price per trimming) $ On Turf Areas 1x/year/as needed (price
per application)
$ Broad leaf weed control 1x/year/as needed
(price per application)
$
HEADLANDS PARK 1-4
TURF: YES/FAIR IRRIGATION:
YES/MEDIUM/FAIR
Linear Park between Bridger Canyon Dr. & Headlands Dr. 2-F 1x/week (price per mow)$1x/week (price per trimming) $ On On Turf Areas 1x/year/as needed (price
per application)
$ Broad leaf weed control 1x/year/as needed (price
per application)
$
SOROPTOMIST PARK TURF: YES/FAIR IRRIGATION:
YES/SMALL/FAIR
Main St. to Babcock St. at Rouse Ave. 2-G 1x/week (price per mow)$1x/week (price per trimming) $ On Turf Areas 1x/year/as needed (price
per application)
$ Broad leaf weed control 1x/year/as needed (price
per application)
$
WALTON HOMESTEAD PARK
TURF: YES/FAIR IRRIGATION:
YES/SMALL/FAIR
Corner of 15th Ave. and Juniper St. 2-H 1x/week (price per mow)$1x/week (price per trimming) $ On Turf Areas 1x/year/as needed (price
per application)
$ Broad leaf weed control 1x/year/as needed (price
per application)
$
WESTGLEN PARK TURF: YES/FAIR IRRIGATION:
YES/MEDIUM/FAIR
Between Drouillard Dr. and Meriweather Ave. at
Mendenhall St. 2-I 1x/week (price per mow)$1x/week (price per trimming) $ On Turf Areas 1x/year/as needed (price
per application)
$ Broad leaf weed control 1x/year/as needed (price
per application)
$
WILLOW PARK TURF: YES/FAIR
IRRIGATION: NO
Michael Grove Ave. south
of Peter Pl. 2-J 1x/biweekly
(price per mow)$1x/biweekly
(price per trimming) $
On Turf Areas
1x/year/as needed (price per application) $
Broad leaf weed control
1x/year/as needed (price per application) $
VILLAGE DOWNTOWN PARK
TURF: UNK IRRIGATION:
YES/MEDIUM/FAIR
E-W trail corridor N. Broadway Ave. to Village
Crossing Way.2-M 1x/biweely (price per mow)$1x/biweekly (price per trimming) $ On Turf Areas As needed (price
per application)
$ Broad leaf weed control As needed (price
per application)
$
BAXTER SQUARE PARK
TURF: YES/FAIR
IRRIGATION: YES/SMALL/FAIR
Corner of Sartain St. and
Renee Way & Baxter Ln. to Sartain St. 2-N 1x/biweekly (price per mow)$1x/biweekly (price per trimming) $
On Lawn Area
As needed (price per application) $
On Lawn Area
As needed (price per application) $
WEST WINDS PARK (ALL PHASES)
TURF: YES/FAIR
IRRIGATION: YES/MEDIUM/FAIR
Oak St. to Baxter Ln. & Davis Ln. to 27th Ave. 2-O 1x/week (price per mow)$1x/week (price per trimming) $
On Lawn Area
1x/year/as needed (price per application) $
Broad leaf weed control
1x/year/as needed (price per application) $
LEGENDS AT BRIDGER CREEK
PARK 1
TURF: YES/UNK IRRIGATION:
YES/UNK
North of Pinicle Star St. 2-P 1x/week (price per mow)$1x/week (price per trimming) $ On Turf Areas 1x/year/as needed (price
per application)
$ Broad leaf weed control 1x/year/as needed (price
per application)
$
LEGENDS AT
BRIDGER CREEK
PARK 2
TURF: YES/GOOD
IRRIGATION:
YES/MEDIU/FAIR
Boyland Rd. W. of Pinicle
Star St. 2-Q 1x/week
(price per mow)$1x/week
(price per trimming) $
On Turf Areas
1x/year/as needed (price
per application)
$
On Lawn Area
1x/year/as needed (price
per application)
$
CREEKWOOD SUB
PARK
TURF: YES/FAIR
IRRIGATION: YES/MEDIUM/FAIR End of Creekwood Dr. 2-R 1x/week
(price per mow)$1x/week
(price per trimming) $
On Turf Areas
1x/year/as needed (price per application) $
Broad leaf weed control
1x/year/as needed (price per application) $
CATTAIL LAKE PARK TURF: YES/FAIR IRRIGATION: YES
East of Davis Ln. on
Troutmeadow Rd. & Blackbird Dr. 2-S 1x/biweekly (price per mow)$1x/biweekly (price per trimming) $
On Turf Areas
1x/year/as needed (price per application) $
Broad leaf weed control
1x/year/as needed (price per application) $
PINE MEADOW PARK/
VALLEY MEADOWS PARK
TURF: YES/FAIR
IRRIGATION: YES/SMALL/FAIR
W. Villard St. between
Valley Dr. and Merriwether 2-T 1x/biweekly
(price per mow)$ 1x/biweekly
(price per trimming) $
On Turf Areas
1x/year/as needed (price per application) $
Broad leaf weed control
1x/year/as needed (price per application) $
OAK MEADOWS PARK
TURF: YES/FAIR IRRIGATION:
YES/MEDIUM/FAIR
Crabapple Dr. to Juniper St.
& N. 14th Ave to N. 12th
Ave.
2-U 1x/week (price per mow)$ 1x/week (price per trimming) $ On Turf Areas 1x/year/as needed (price
per application)
$ Broad leaf weed control 1x/year/as needed (price
per application)
$
Snow Removal $
Removal of seasonal debris, leaves, litter
Overseeding turf areas
Garbage removal
$
$
$
Clearing, brushing, pruning of vegetation
Maintenance of native grass/naturalized areas
Trail maintenance
$
$
$
Weedeating / Trimming
Dog station maintenance
Landscaping
Aerating & Thatching
Appendix C: Maintenance Schedule- Zone 2 (LANDSCAPE)
MOWING FREQUENCY: (TURF AREAS) TRIMMING FREQUENCY:FERTILIZER APPLICATION FREQUENCY:SPRAYING APPLICATION WEEDS REMOVAL FREQUENCY:
Parks
Additional Services: Fixed Per Hour Rates
Service ADDITIONAL COMMENTS
Mowing
$
Per Hour Rates
$
$
$
$
Exhibit ADocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
258
Parks & Recreation
RFP: PARKS & TRAILS DISTRICT LANDSCAPE MAINTENANCE SERVICES
Location Maps Zone 2
CATTAIL CREEK PARKS A & B
SANDAN PARK
CATTAIL CREEK PARK PH. 3
HARVEST CREEK PARK 1-4
HEADLANDS PARK 1-4
SOROPTOMIST PARK
WALTON HOMESTEAD PARK
WESTGLEN PARK
WILLOW PARK
VILLAGE DOWNTOWN PARK
BAXTER SQUARE PARK
WEST WINDS PARK
LEGENDS AT BRIDGER CREEK PARK 1
LEGENDS AT BRIDGER CREEK PARK 2
CREEKWOOD SUB PARK
CATTAIL LAKE PARK
PINE MEADOW PARK/VALLEY MEADOW PARK
OAK MEADOWS PARK
Exhibit A
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
259
CITY OF BOZEMAN BOUNDARY/TOPOGRAPHIC MAP
Appendix C: Maintenance Schedule Zone 2
MAP/ LOCATION : OVERVIEW LK 1/21
PARKS MAINTENANCE ZONE 1-3 MAP
Exhibit ADocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
260
Bozeman Site Services
Doug Duschene
(406)570-6522
doug@bozemansiteservices.com
PO Box 6800
1716 W Babcock St
Bozeman, MT 59715
180 Pollywog Lane
Belgrade, MT 59714
PARKS & TRAILS DISTRICT LANDSCAPE
MAINTENANCE SERVICES ZONE: 2
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
261
Price Proposal
Baxter Square Park
Cattail Creek Parks A&B
Cattail Creek Park Phase 3
Cattail Lakes Park
Creekwood Park
Harvest Creek Park
Headlands Park 1-4
Legends Park 1
Legends Park 2
Oak Meadows Park
Pine Meadow / Valley Meadow Park
Sandan Park
Soroptomist Park
Village Downtown Park
Walton Homestead Park
West Winds Park
Westglen Park
Willow Park
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
262
Customer:Proposal #1239 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Baxter Sq Pk
Sartain St
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$276.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$262.00Mow unirrigated, native grass area 3X per season. Minimum charge of $120.
See attached map.
Native Grass Mowing
$837.00Apply spring specific recipe. See attached map.Spring Fertilization
$978.00Apply summer specific recipe. See attached map.Summer Fertilization
$966.00Apply fall specific recipe. See attached map.Fall Fertilization
$280.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
263
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
264
Customer:Proposal #1241 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Cattail Creek Pk A&B
Cattail St
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$1,193.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$1,718.00Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Native Grass Mowing
$7,044.89Apply slow release mix of granular fertilization to designated Turf area. See
attached Map.
PHCT - Turf Granular Fertilization
$4,368.00Apply fall specific recipe. See attached map.Fall Fertilization
$1,840.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/7Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
265
3/7Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
266
Customer:Proposal #1242 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Cattail Creek Pk Phase 3
Catron St
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$580.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$845.00Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Native Grass Mowing
$3,277.00Apply slow release mix of granular fertilization to designated Turf area. See
attached Map.
PHCT - Turf Granular Fertilization
$2,032.00Apply fall specific recipe. See attached map.Fall Fertilization
$905.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
267
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
268
Customer:Proposal #1243 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Cattail Lakes Pk
Trout Meadows Rd
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$207.00Monthly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Monthly Turf Maintenance
$1,718.00Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Native Grass Mowing
$1,165.00Apply slow release mix of granular fertilization to designated Turf area. See
attached Map.
PHCT - Turf Granular Fertilization
$722.00Apply fall specific recipe. See attached map.Fall Fertilization
$1,840.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
269
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
270
Customer:Proposal #1244 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Creekwood Pk
Creekwood Dr
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$164.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$169.00Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Native Grass Mowing
$496.00Apply spring specific recipe. See attached map.Spring Fertilization
$580.00Apply summer specific recipe. See attached map.Summer Fertilization
$572.00Apply fall specific recipe. See attached map.Fall Fertilization
$181.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
271
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
272
Customer:Proposal #1245 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Harvest Ck Pk
Hunters Way
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$1,930.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$374.00Mow unirrigated, native grass area 3X per season. Minimum charge of $120.
See attached map.
Native Grass Mowing
$5,387.00Apply spring specific recipe. See attached map.Spring Fertilization
$6,299.00Apply summer specific recipe. See attached map.Summer Fertilization
$6,218.00Apply fall specific recipe. See attached map.Fall Fertilization
$400.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Bed Maintenance BSS will perform Weed and/or spray landscaped garden bed areas 2X per
month. Billed per hour. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
273
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
274
Customer:Proposal #1246 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Headlands Pk 1-4
Bridger Dr
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$256.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$873.00Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Native Grass Mowing
$1,387.67Apply slow release mix of granular fertilization to designated Turf area. See
attached Map.
PHCT - Turf Granular Fertilization
$861.00Apply fall specific recipe. See attached map.Fall Fertilization
$935.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
275
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
276
Customer:Proposal #1247 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Legends Pk 1
Boylan Rd
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$193.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$671.00Apply spring specific recipe. See attached map.Spring Fertilization
$786.00Apply summer specific recipe. See attached map.Summer Fertilization
$775.00Apply fall specific recipe. See attached map.Fall Fertilization
$380.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Bed Maintenance BSS will perform Weed and/or spray landscaped garden bed areas 2X per
month. Billed per hour. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
277
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
278
Customer:Proposal #1248 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Legends Pk 2
Boylan Rd
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$565.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$1,091.00Mow unirrigated, native grass area 1X per season. Minimum charge of $120.
See attached map.
Native Grass Mowing
$1,970.00Apply spring specific recipe. See attached map.Spring Fertilization
$2,303.00Apply summer specific recipe. See attached map.Summer Fertilization
$2,274.00Apply fall specific recipe. See attached map.Fall Fertilization
$389.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Bed Maintenance BSS will perform Weed and/or spray landscaped garden bed areas 2X per
month. Billed per hour. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
279
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
280
Customer:Proposal #1249 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Oak Meadows Pk
Oak Park Dr
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$539.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$1,882.00Apply spring specific recipe. See attached map.Spring Fertilization
$2,199.00Apply summer specific recipe. See attached map.Summer Fertilization
$2,172.00Apply fall specific recipe. See attached map.Fall Fertilization
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
281
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
282
Customer:Proposal #1250 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Pine/Valley Meadow Pk
Meriwether Ave
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$116.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$603.00Apply slow release mix of granular fertilization to designated Turf area. See
attached Map.
PHCT - Turf Granular Fertilization
$373.00Apply fall specific recipe. See attached map.Fall Fertilization
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
283
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
284
Customer:Proposal #1251 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Sandan Pk
Savannah St
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$525.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$1,593.00Apply spring specific recipe. See attached map.Spring Fertilization
$1,862.00Apply summer specific recipe. See attached map.Summer Fertilization
$1,838.00Apply fall specific recipe. See attached map.Fall Fertilization
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
285
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
286
Customer:Proposal #1252 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Soroptomist Pk
Rouse Ave
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$72.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
287
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
288
Customer:Proposal #1253 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Village Downtown Pk
Village Downtown Blvd
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$61.00Monthly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Monthly Turf Maintenance
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
289
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
290
Customer:Proposal #1254 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Walton Hstd Pk
15th Ave
Bozeman, MT 59715
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$181.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$977.70Apply slow release mix of granular fertilization to designated Turf area. See
attached Map.
PHCT - Turf Granular Fertilization
$606.00Apply fall specific recipe. See attached map.Fall Fertilization
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
291
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
292
Customer:Proposal #1255 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - West Winds Pk
Buckrake Ave
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$1,977.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$3,409.00Mow unirrigated, native grass area 3X per season. Minimum charge of $120.
See attached map.
Native Grass Mowing
$7,499.00Apply spring specific recipe. See attached map.Spring Fertilization
$8,767.00Apply summer specific recipe. See attached map.Summer Fertilization
$8,656.00Apply fall specific recipe. See attached map.Fall Fertilization
$3,651.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
293
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
294
Customer:Proposal #1256 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Westglen Pk
Meriwether Ave
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$118.00Weekly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Weekly Turf Maintenance
$357.00Apply spring specific recipe. See attached map.Spring Fertilization
$418.00Apply summer specific recipe. See attached map.Summer Fertilization
$412.00Apply fall specific recipe. See attached map.Fall Fertilization
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
295
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
296
Customer:Proposal #1257 Property:
Mike Maas
City of Bozeman
PO BOX 1230
Bozeman, MT 59771-1230
Date: March 23, 2022 COB - Willow Pk
Michael Grove Ave
Bozeman, MT 59718
SUMMER MAINTENANCE PROPOSAL - PER SERVICE
PER SERVICESERVICEDESCRIPTION
BILLED PER SERVICE*
$40.00Monthly mow irrigated turf areas, trim edges, and blow off hard surfaces.
Minimum Charge of $40. See attached map.
Monthly Turf Maintenance
$136.00Mow unirrigated, native grass area 3X per season. Minimum charge of $120.
See attached map.
Native Grass Mowing
$146.00Spray for noxious weeds in native areas on property. 1X per season. Minimum
of $120.00. See attached map.
Noxious Weed Spray In Native
Areas
BILLED AT TIME AND MATERIALS*
DESCRIPTIONSERVICE PER HOUR
Turf Maintenance T&M Mow irrigated turf areas, trim edges, and blow off hard surfaces. Minimum
Charge of 2 Hours. Billed at Time and Materials.
$60.00
Bed Maintenance Weed and/or spray landscaped garden bed areas. Billed per hour. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$60.00
Spring Cleanup Clean all beds and turf of leaves and debris. Lightly prune as
needed. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Native Grass Mowing Mow unirrigated, native grass area as requested and/or needed. Minimum
Charge of 1 Hour. Billed at Time and Materials.
$180.00
Noxious Weed 'Spot' Spray In
Native Areas
Spot Spray for noxious weeds in native areas on property. Minimum Charge of
1 Hour. Billed at Time and Materials.
$60.00
Trail Spray Apply a recipe of herbicide and a pre-emergent spray to treat all trail areas
with total vegetation control. Minimum Charge of 1 Hour. Billed at Time and
Materials.
$60.00
Fall Cleanup Clean all beds and turf of leaves and debris. Lightly prune as needed.
Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Overseed Turf Areas Overseed turf areas with like seed. Minimum Charge of 1 Hour. Billed at Time
and Materials.
$60.00
Power Rake Thatching Remove unwanted thatch and leftover dead grass from designated turf areas
using a power rake. Minimum Charge of 2 Hours. Billed at Time and Materials.
$60.00
Turf Aeration Aerate all designated turf areas. Minimum Charge of 2 Hours. Billed at Time
and Materials.
$60.00
Snow Shovel T&M Will call snow removal with a shovel as Requested. Minimum Charge of 2
Hours. Billed at Time and Materials.
$60.00
Snow Plowing T&M Remove snow from lots, roads, or driveway as Requested. Minimum Charge
of 1 Hour. Billed at Time and Materials.
$120.00
* YOU WILL BE BILLED AFTER YOU RECEIVE THESE SERVICES.
1/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
297
3/6Bozeman Site Services PO Box 6800 Bozeman, MT 59771 office@bozemansiteservices.com 406.570.9893
Exhibit BDocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
298
Affirmation of Nondiscrimination
Appendix A
NONDISCRIMINATION AND EQUAL PAY AFFIRMATION
____________Bozeman Site Services, LLC______________(name of entity submitting) hereby affirms it
will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin,
or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and
understands the eventual contract will contain a provision prohibiting discrimination as described above
and this prohibition on discrimination shall apply to the hiring and treatments or proposer’s employees
and to all subcontracts.
In addition, ______ Bozeman Site Services, LLC __________(name of entity submitting) hereby affirms it
will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has
visited the State of Montana Equal Pay for Equal Work “best practices” website, or equivalent “best
practices publication and has read the material.
_____Doug Duschene [Owner of Bozeman Site Services___________
Name and title of person authorized to sign on behalf of submitter
Exhibit B
DocuSign Envelope ID: 351A0A95-3C52-4029-BCEF-3BE906CADC0B
299
Memorandum
REPORT TO:City Commission
FROM:Max Ziegler, Facilities Project Coordinator
Mike Gray, Facilities Superintendent
Jon Henderson, Strategic Services Director
SUBJECT:Authorize City Manager to Sign an Amendment 1 to PSA with Jackson
Contractor Group for Swim Center Renovation GCCM Services
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to sign the 1st amendment to the PSA with
Jackson Contractor Group for Swim Center renovation GCCM services.
STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and
maintenance for existing and new infrastructure.
BACKGROUND:The Swim Center Renovation project was approved for funding through a
bond measure passed by the voters of the City of Bozeman on November 2,
2021. This work is intended to address a number of long term deficiencies in
the facility's systems and extend the useful life of the building by 25 years.
Included in this project is the full redesign and replacement of the HVAC
system, replacement of the roof and exterior insulation finishing system,
refurbishment of the swimming pool shell and finishes, installation of energy
efficient lighting, and replacement of aged interior finishes such as the pool
deck and natatorium ceiling. This work will replace numerous systems which
are reaching the end of their useful lives and will benefit the user experience
for swimmers through improved indoor air quality, enhanced user safety,
and modern aesthetics.
The work on this project was initiated under a public welfare emergency
declaration which permitted the City to waive the public bidding process to
complete the repairs necessary to secure the structural integrity of the
natatorium envelope. In the summer of 2022, immediate structural repairs
to the roof truss system were made to mitigate life safety issues, and
temporary repairs to the roof were made to protect the structure until the
remaining envelope repairs could be made in the summer of 2023 (Phase 1
Permit 1). Jackson Contractor Group, which had an existing contract with the
City for on call general contracting services, was selected to make the
emergency repairs permitted under the public welfare emergency
declaration.
300
For the remaining work outside of the scope of emergency repairs (Phase 2),
which includes the repairs to the swimming pool and HVAC system, the City
published a Request for Qualifications on December 4th, 2022 seeking firms
to provide general contracting and construction management services.
Through a competitive evaluation process, Jackson Contractor Group was
determined to be the most qualified respondent to the RFQ and was
awarded the scope of work for Phase 2. This contract will cover general
contracting and construction management services for Phase 1 Permit 2
through the completion of Phase 2.
This amendment updates the scope of work and budget narrative for Phase
1 Permit 2.
UNRESOLVED ISSUES:None at this time.
ALTERNATIVES:As suggested by the City Commission.
FISCAL EFFECTS:The Bozeman Swim Center renovation will be funded through bonds
approved by the public vote on November 2, 2021 supplemented by General
Fund allocations. Construction expenses for this project, including GC/CM
fees, is estimated at $3,940,000 with a total project budget of $4,500,000.
The construction budget for Phase 1 Permit 2 is $1,969,236.
No changes to the fiscal effects of this project are incurred by this
amendment.
Attachments:
PSA - 1ST Amendment - Swim Center GCCM - Jackson
Contractor Group.pdf
Report compiled on: March 23, 2023
301
1ST Amendment to Professional Services Agreement for [Swim Center Renovation GC/CM Services]
FY 2023 – FY 2025
Page 1 of 2
1ST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
THIS 1ST AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT FOR
Swim Center Renovation GC/CM Services dated March 21st, 2023 (the “Agreement”) is made and
entered into this _____ day of ____________, 2023, 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 PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and Jackson
Contractor Group, 146 Laura Louise Ln, Bozeman, MT 59718, hereinafter referred to as
“Contractor.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree to amend the Agreement
as follows:
1. Modification of Scope. Section 3 of the Agreement is modified to reflect the scope of
services as attached to this Amendment as Exhibit B.
2. Agreement still valid. All remaining terms and provisions of the Agreement remain valid.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
302
1ST Amendment to Professional Services Agreement for [Swim Center Renovation GC/CM Services]
FY 2023 – FY 2025
Page 2 of 2
IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and
year first above written.
CITY OF BOZEMAN, MONTANA JACKSON CONTRACTOR GROUP
By________________________________ By_____________________________
Jeff Mihelich, City Manager Print Name: Nick Van Tighem
Title: Project Development Director
APPROVED AS TO FORM
By_______________________________
Greg Sullivan, Bozeman City Attorney
303
EXHIBIT B
304
Phone: 406-577-2772 146 Laura Louise Lane Bozeman, MT 59718 Fax: 406-587-4282
Equal Opportunity Employer
March 9, 2023
Max Ziegler
Facilities Project Coordinator
City of Bozeman
20 East Olive Street
Bozeman, Montana 59715
Re: Fee Proposal for Bozeman Swim Center Phase 1 Permit 2
Dear Max,
Per your request for a Fee Proposal for the Bozeman Swim Center Phase 1 Permit 2 project, Jackson Contractor Group
offers the following:
Please provide a full cost structure for the proposing firm to provide construction and contracting services covered
under the scope of services, including labor rates for all staff, and materials markup.
Senior Project Manager $126.00 per hour
Project Manager $96.14 per hour
Assistant Project Manager $88.10 per hour
Senior Superintendent $133.00 per hour
Project Superintendent $126.80 per hour
Assistant Superintendent $99.84 per hour
Senior Project Engineer $66.91 per hour
Project Engineer $65.78 per hour
Project Engineer IT $59.63 per hour
Apprentice Carpenter $47.87 per hour
Journeyman Carpenter $57.12 per hour
Carpenter Foreman $64.47 per hour
Laborer $45.55 per hour
All rates listed above are all-in rates inclusive of salary/wages, taxes, benefits, consumables, vehicles where applicable,
safety, etc.
For this project our GCCM Fee will be 8%, all cost of work, general conditions, insurance, contingencies, etc will have this
fee applied upon billing.
Jackson Contractor Group understands the scope of work for Phase 1 Permit 2 of the Swim Center to include:
Scope as provided by Cushing Terrell is as follows:
305
Phone: 406-577-2772 146 Laura Louise Lane Bozeman, MT 59718 Fax: 406-587-4282
Equal Opportunity Employer
Other scopes or work outside of what is listed above is unknown at this time, or has not yet been communicated to
Jackson.
Thank you and please let me know if there are any questions regarding this proposal.
Nick Van Tighem
Project Development Director
Jackson Contractor Group
306
1
Bozeman Swim Center Phase 1
Executive Summary (Updated March 2023)
This document summarizes the Bozeman Swim Center Phase 1 Permit 2 project. The project is located
at 1211 West Main Street, Bozeman, MT 59715.
The Contract Documents are detailed as follows. The Draft Project Manual for the Bozeman Swim Center
dated February 2023 have been taken into consideration as reference only.
Discipline Drawn By Drawing No. Drawing Title Drawing Date Set Name
General Cushing Terrell G001 COVER 1/9/2023 Construction Documents - 65%
General Cushing Terrell G100 ASSEMBLIES AND CODE INFORMATION 1/9/2023 Construction Documents - 65%
Architectural Cushing Terrell A000 SITE PLAN 1/9/2023 Construction Documents - 65%
Architectural Cushing Terrell A101 FLOOR PLAN 1/9/2023 Construction Documents - 65%
Architectural Cushing Terrell A102 ROOF PLAN 1/9/2023 Construction Documents - 65%
Architectural Cushing Terrell A103 ROOF DETAILS 1/9/2023 Construction Documents - 65%
Architectural Cushing Terrell A201 EXTERIOR ELEVATIONS 1/9/2023 Construction Documents - 65%
Narrative Cushing Terrell N1 Design Narrative 1 of 3 1/10/2023 Construction Documents - 65%
Narrative Cushing Terrell N2 Design Narrative 2 of 3 1/10/2023 Construction Documents - 65%
Narrative Cushing Terrell N3 Design Narrative 3 of 3 1/10/2023 Construction Documents - 65%
Plumbing Cushing Terrell P001 PLUMBING SCHEDULES AND LEGENDS 1/9/2023 Construction Documents - 65%
Plumbing Cushing Terrell P010 PLUMBING DEMOLITION PLANS 1/9/2023 Construction Documents - 65%
Plumbing Cushing Terrell P100 PLUMBING REMODEL PLANS 1/9/2023 Construction Documents - 65%
Plumbing Cushing Terrell P400 PLUMBING DETAILS 1/9/2023 Construction Documents - 65%
Structural DCI S1.1 GENERAL NOTES 1/9/2023 Construction Documents - 65%
Structural DCI S1.2 GENERAL NOTES 1/9/2023 Construction Documents - 65%
Structural DCI S1.3 SPECIAL INSPECTIONS 1/9/2023 Construction Documents - 65%
Structural DCI S2.1 ROOF FRAMING PLAN 1/9/2023 Construction Documents - 65%
Structural DCI S5.1 DETAILS 1/9/2023 Construction Documents - 65%
Notable Risks and Challenges
· Shutdowns to the pool’s public access will be necessary to complete certain scopes of work like
roof sheathing repair; however, these scopes are not currently quantifiable which can cause lead to
inaccurate timeframe estimations and frustrations with the public and staff.
· Many scopes have allowances or unforeseeable quantities which could impact actual cost and
schedule.
· A tight construction schedule coupled with a short window between permit and construction
necessitates that procurement will need to start and be fully complete prior to the first day of
construction to make the dates required by the client. This might require execution of contracts
prior to the building permit being issued to start the procurement process.
· Working in and around the occupied Swim Center will create noise, dust, debris, and general
inconveniences. Jackson Contractor Group and our subcontractors will endeavor to avoid
disturbing the occupants and staff to the greatest extent possible; however, it should be expected
that maintaining occupancy during this remodel will present challenges and issues beyond the
Contractor’s control.
307
2
Notable Budget Assumptions/Clarifications/Exclusions
· 1% Bond has been added to the budget.
· Calculation Error on Roofing has been corrected. ($20k) error on previous budget.
· An allowance is being carried for 20% of the roof sheathing being replaced in the Roofing number
and an additional 10% is being carried as extra caution. Any savings or overages will be tracked and
submitted to the client upon completion of the scope.
· An allowance of manhours has been carried for the removal of the existing and abandoned
ductwork suspended from the truss system. Hours will be tracked, and any savings or overages will
be submitted to the client upon completion of the scope.
· An allowance is being carried for the Exterior Artwork Grid of $15,000
o Perimeter steel has been removed per Cushing Terrel Meeting
· An allowance is being carried for heat trace at the gutter and downspouts of $14,208.
o Removed per Feb 7, 2023 meeting.
· No electrical drawings have been provided so narrative scopes are the only means for estimating
electrical, fire alarm, or low voltage scopes.
· The narrative requesting piping insulation repair and replacement has not been priced as it was
deemed unnecessary by the team. We have identified one pipe needing insulation replaced.
· An allowance of $20,700 is carried in the budget for the vapor barrier and/or wall materials
between the BSD7 Building and the Swim Center Building.
· All special inspections have been excluded from the budget.
· At this point in time the project has not been issued a permit. Any changes to the Contract
Documents resulting from permit comments may result in changes to cost and schedule.
· No re-roofing and/or roofing repairs are anticipated at the Filter Room, Corridor to Bozeman
Highschool, Office, Entry, Lobby, or Locker Rooms.
· It is assumed that the City of Bozeman’s Building Department will allow the building to be occupied
while the work is being performed under this permit and will allow the building to be vacated for
the identified scopes.
· No commissioning of any kind is anticipated as part of this scope of work.
· Any connection of new infrastructure to existing infrastructure cannot be guaranteed, and as such,
Contractor assumes no liability, nor makes any guarantees for inadequate existing infrastructure as
required for new installation.
· Roofing Subcontractor and mechanical Subcontractor will coordinate necessary details for 4” dryer
vent penetration.
· Installation of the siding system will stop at the northeast corner of the building; however, the
material for the entire scope as noted on sheet A101 is being carried in this budget for future
installation outside of this contract. Any and all materials to be procured in phase 1 for future
phases to be stored onsite.
· All work is to bound to prevailing wage determination 2023.
· Montana State Gross Receipts Tax (GRT) is assumed to be applicable to this project and is included
in the budget
· 8% overhead and profit applied to all direct costs is being carried as part of this budget.
· No performance and payment bonds are assumed for this project.
308
3
· 1% of the budget is accounted for procuring permits.
· A construction contingency of 5% 3.5% is being held in this budget. Construction Contingency can
be used for any construction related cost to include, but not limited to staffing and general
conditions, safety and quality control requirements, scheduling and expedition of work, scope gaps
and unforeseen cost overruns, material price increases, and any other construction related items
deemed necessary by the Contractor. Contingency usage shall be presented for approval to the
client prior to usage; however, authorization of said, use shall not be unreasonably withheld from
the Contractor.
· The plumbing budget carried was provided by a plumbing contractor, however, they have stated
they cannot perform the job due to timing. We are working with multiple other plumbing
companies to solidify a number and timing.
· Signage (interior and exterior) is excluded from this budget, with the exception of lit Exit signs
which are included in the Electrical budget. An allowance of $20,000 has been included for exterior
signage.
· Possible established tree at SW corner of building may need to be trimmed or relocated to install
new siding. This can be added as an allowance once city arborist has been consulted. At this time
this work is excluded from the budget.
Budget Summary
309
4
Budget Increases
The budget has increased due to the following:
· Added roof edge detail and gutters/downspouts.
· 50-year shingle. Cost has been reduced to 30-year shingle.
· Added vapor barrier below roof insulation.
· Roof Material costs have increased 5-10%.
· Added allowances for: Art, Demo Abandoned Ductwork, Additional 10% sheathing
replacement, and Heat Trace. Roofing contractor has included 20% sheathing replacement in
their proposal. Heat Trace allowance has been removed.
· Siding material to be used for phase 2 work.
· For the Exterior Assembly, if a closed cell foam is utilized as the insulation/vapor barrier there
will be $102,382 in savings.
· Subsurface concrete faced insulation supply/install and excavation/backfill at perimeter of
building.
Schedule
The project is set to start on May 1, 2023 and shall be substantially complete by Sept 28th, 2023. See
attached CPM for additional information. Total duration is 170 calendar days. All submittals need to be
complete in conjunction with Cushing Terrell to get materials ordered in time to meet this proposed
schedule.
310
Phone: 406-577-2772 146 Laura Louise Lane Bozeman, MT 59718 Fax: 406-587-4282
Equal Opportunity Employer
February 22, 2023
Max Ziegler
Facilities Project Coordinator
City of Bozeman
20 East Olive Street
Bozeman, Montana 59715
Dear Max,
In response to the City of Bozeman GCCM Services for the Bozeman Swim Center follow up request for proposal,
Jackson Contractor Group offers the following:
Please provide a full cost structure for the proposing firm to provide construction and contracting services covered
under the scope of services, including labor rates for all staff, and materials markup.
Senior Project Manager $126.00 per hour
Project Manager $96.14 per hour
Assistant Project Manager $88.10 per hour
Senior Superintendent $133.00 per hour
Project Superintendent $126.80 per hour
Assistant Superintendent $99.84 per hour
Senior Project Engineer $70.91 per hour
Project Engineer $65.78 per hour
Project Engineer IT $59.63 per hour
Apprentice Carpenter $50.87 per hour
Journeyman Carpenter $65.12 per hour
Carpenter Foreman $68.47 per hour
Laborer $45.55 per hour
All rates listed above are all-in rates inclusive of salary/wages, taxes, benefits, consumables, vehicles where applicable,
safety, etc.
For this project our GCCM Fee will be 8%, all cost of work, general conditions, insurance, contingencies, etc will have this
fee applied upon billing.
Jackson Contractor Group understands the scope of work for Phase 2 of the Swim Center to include:
Scope as provided by Cushing Terrell
Install remainder of exterior siding. Materials purchased on Phase 1
Replace all ceiling tiles with new cleanable tiles
Resurface Pool
Allowance of repairs of pool inlets and drain grates
311
Phone: 406-577-2772 146 Laura Louise Lane Bozeman, MT 59718 Fax: 406-587-4282
Equal Opportunity Employer
Replace gutter coping with HDPE grating
Replace all tile, oxidize substrate, support existing decks
Remove and replace existing natatorium HVAC System (re-use fabric duct)
Replace all lighting fixtures and controls throughout
Replace MAU, Exhaust Fans, PTAC; TAB, Controls, CX (by others)
Other scope:
Preconstruction Services for Phase 2
Other scopes or work outside of what is listed above is unknown at this time, or has not yet been communicated to
Jackson.
Thank you and please let me know if there are any questions regarding this proposal.
Nick Van Tighem
Project Development Director
Jackson Contractor Group
312
Memorandum
REPORT TO:City Commission
FROM:Brian Heaston, Senior Engineer
John Alston, Director of Utilities
SUBJECT:Authorize the City Manager Sign an Amendment 1 to Grant Agreement FHE-
21-101 between the City and Montana Department of Natural Resources and
Conservation for the Sourdough Creek Fuels Reduction Project Campaign
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Agreement - Agency/Non-profit
RECOMMENDATION:Authorize the City Manager Sign Amendment No. 1 to Grant Agreement FHE-
21-101 between the City and Montana Department of Natural Resources and
Conservation for the Sourdough Creek Fuels Reduction Project Campaign.
STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other
public agencies and build on these successes.
BACKGROUND:In November 2021, the City and Montana Department of Natural Resources
and Conservation entered into grant agreement FHE-21-101. The original
grant provided the City $20,000 through the DNRC’s Forest Health Program
to support the Sourdough Fuels Reduction Project public relations campaign,
a collaborative campaign effort with the Custer Gallatin National Forest
Bozeman Ranger District Office. The funding is available to reimburse the
City’s contracted public relations campaign activities related to the
Sourdough Fuels Reduction Project. The City has contracted with Summitt
Forests Inc. to implementation Phase 3 of the fuels project, which is
anticipated to occur during the summer and fall of this year. The attached
Amendment No. 1 to the original grant agreement provides an additional
$10,000 of project campaign funding and extends the grant term by one
year.
UNRESOLVED ISSUES:None.
ALTERNATIVES:As suggested by the City Commission.
FISCAL EFFECTS:Amendment No. 1 provides an additional $10,000 to reimburse contracted
public relations services for the Sourdough Fuels Reduction Project, saving
an equivalent amount from the City's water enterprise fund.
Attachments:
Please_DocuSign_Amendment_1_FHE-21-101.pdf
313
FHE-21-101_Original_Bozeman.pdf
Report compiled on: March 23, 2023
314
Page 1 of 3
AMENDMENT #1
TO SUBAWARD AGREEMENT #FHE-21-101
between
CITY OF BOZEMAN
and
MONTANA DEPARTMENT OF NATURAL RESOURCES AND CONSERVATION
FORESTRY DIVISION
This Amendment #1 to Subaward Agreement No. FHE-21-101, hereinafter called “Amendment
#1”, is made and entered into between the Montana Department of Natural Resources and
Conservation, Forestry Division, 2705 Spurgin Road, Missoula, MT 59804, hereinafter called the
“DNRC”, and, City of Bozeman, PO Box 1230, Bozeman, Montana 59771-1230, hereinafter
called the “Subrecipient”. Except to the extent amended by this Amendment #1, Subaward
Agreement No. FHE-21-101 remains fully in effect.
The parties to this Amendment #1, in consideration of the mutual covenants and stipulations,
and pursuant to Section 16, Assignment and Amendment, agree to amend the following section
of Subaward Agreement No. FHE-21-101 as follows:
SECTION 2. TERM is hereby deleted and the following inserted in its place:
“SECTION 2. TERM. This Subaward is effective on the date of last signature. The Subrecipient
shall have until May 31, 2024, to complete the project and work described in Section 4, Project
Scope. The DNRC may, pursuant to Section 18, Agreement Extension, grant an extension for
FOR DNRC USE ONLY
Agreement # FHE-21-101
Maximum amount under this Subaward
Agreement: $30,000.00 Amendment # 1
Source of Funds Approved by
USDA FS Grant # 20-DG-11010000-024; CFDA # 10.664 Fiscal LP
Legal
Program EW
Fund Subclass Org Percent Amount Expiration Amendment
03283 555YS 50479 100% $30,000.00 See Sect. 2 #1
Workers Comp X N/A Attached Exempt Will be forwarded
MP
DocuSign Envelope ID: 76B1E36D-6308-4CF1-A8C1-BCD9190AA425
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Page 2 of 3
completion upon request and showing of good cause by the Subrecipient. Good cause is
defined as external factors preventing the Subrecipient from completing the work, including, but
not limited to, pandemic, inadequate staff, delays experienced by federal, other collaborative
partners or contractors, or prolonged inoperable weather conditions. A request for extension
must be submitted in writing no less than thirty (30) days prior to the termination date if an
extension is to be considered by DNRC.”
SECTION 5. PROJECT BUDGET. is hereby deleted and the following inserted in its place:
“SECTION 5. PROJECT BUDGET. Subaward funds are allocated to the following budget
categories:
Project Funding Summary:
Direct Costs
Subrecipient salary/wages/benefits $0
Operating Expenses $0
Contracted Services $30,000
Subtotal – Direct Costs $30,000
Indirect Costs (waived) $0
Total Subaward Amount $30,000
Match Required (none) $0
Total Project Funding: $30,000
No match is required for this Subaward.
The indirect cost rate is shown above, expressed as a percentage of indirect costs to direct
costs. Unless the rate has been formalized in a Negotiated Indirect Cost Rate Agreement
(NICRA) between the Subrecipient and its cognizant federal agency, the rate shown above is
hereby approved by the DNRC for the term of this Subaward and may not be changed except
via written amendment.
Total payment for all purposes under this Subaward shall not exceed Thirty Thousand and
no/100 Dollars ($30,000.00).
Subrecipient shall follow all applicable procurement procedures as required in Section 12,
Compliance with Applicable Laws, and the applicable Federal Office of Management and
Budget (OMB) in the Code of Federal Regulations (CFR) 2 CFR 200 §§ 200.317 – 200.326.”
This Amendment #1 is effective on the date of last signature.
REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
DocuSign Envelope ID: 76B1E36D-6308-4CF1-A8C1-BCD9190AA425
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Page 3 of 3
This Amendment #1 consists of three (3) pages. One original is to be retained by the DNRC and
one original is to be retained by the Subrecipient. A copy of the original has the same force and
effect for all purposes as the original.
________________ By: ________________________________________
Date Subrecipient’s Authorized Representative
________________ By: ________________________________________
Date Department of Natural Resources & Conservation
DocuSign Envelope ID: 76B1E36D-6308-4CF1-A8C1-BCD9190AA425
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317
Certificate Of Completion
Envelope Id: 76B1E36D63084CF1A8C1BCD9190AA425 Status: Sent
Subject: Please DocuSign Amendment #1 FHE-21-101
Source Envelope:
Document Pages: 3 Signatures: 0 Envelope Originator:
Certificate Pages: 5 Initials: 0 Kyrsten Martin
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-07:00) Mountain Time (US & Canada)
1539 11th Avenue
Helena, MT 59601
kyrsten.martin@mt.gov
IP Address: 161.7.39.7
Record Tracking
Status: Original
3/9/2023 12:45:31 PM
Holder: Kyrsten Martin
kyrsten.martin@mt.gov
Location: DocuSign
Security Appliance Status: Connected Pool: StateLocal
Storage Appliance Status: Connected Pool: Montana Dept of Natural Resources &
Conservation
Location: DocuSign
Signer Events Signature Timestamp
Brian Heaston
bheaston@bozeman.net
Security Level: Email, Account Authentication
(None)
Sent: 3/9/2023 12:49:30 PM
Resent: 3/23/2023 1:31:34 PM
Viewed: 3/23/2023 1:37:30 PM
Electronic Record and Signature Disclosure:
Accepted: 3/23/2023 1:37:30 PM
ID: 1903da84-4785-48ac-91fb-b9269870380c
Erik Warrington
EWarrington@mt.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 9/29/2021 9:57:36 AM
ID: 1d0f45d7-f9d7-4908-88b1-129d2b219653
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
DNR HQT FSO AP
dnrhqtfsoap@mt.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
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Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 3/9/2023 12:49:30 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
In Process
319
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, Montana Dept of Natural Resources & Conservation (we, us or Company)
may be required by law to provide to you certain written notices or disclosures. Described below
are the terms and conditions for providing to you such notices and disclosures electronically
through the DocuSign system. Please read the information below carefully and thoroughly, and if
you can access this information electronically to your satisfaction and agree to this Electronic
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If you decide to receive notices and disclosures from us electronically, you may at any time
change your mind and tell us that thereafter you want to receive required notices and disclosures
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Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
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All notices and disclosures will be sent to you electronically
Electronic Record and Signature Disclosure created on: 11/13/2020 10:32:35 PM
Parties agreed to: Brian Heaston, Erik Warrington
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Unless you tell us otherwise in accordance with the procedures described herein, we will provide
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notices and disclosures to you by the same method and to the same address that you have given
us. Thus, you can receive all the disclosures and notices electronically or in paper format through
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described below. Please also see the paragraph immediately above that describes the
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How to contact Montana Dept of Natural Resources & Conservation:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to: kgermaine@mt.gov
To advise Montana Dept of Natural Resources & Conservation of your new email address
To let us know of a change in your email address where we should send notices and disclosures
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To request paper copies from Montana Dept of Natural Resources & Conservation
To request delivery from us of paper copies of the notices and disclosures previously provided
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such request you must state your email address, full name, mailing address, and telephone
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To withdraw your consent with Montana Dept of Natural Resources & Conservation
To inform us that you no longer wish to receive future notices and disclosures in electronic
format you may:
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i. decline to sign a document from within your signing session, and on the subsequent page,
select the check-box indicating you wish to withdraw your consent, or you may;
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To confirm to us that you can access this information electronically, which will be similar to
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if you consent to receiving notices and disclosures exclusively in electronic format as described
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By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm
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You can print on paper this Electronic Record and Signature Disclosure, or save or send
this Electronic Record and Disclosure to a location where you can print it, for future
reference and access; and
Until or unless you notify Montana Dept of Natural Resources & Conservation as
described above, you consent to receive exclusively through electronic means all notices,
disclosures, authorizations, acknowledgements, and other documents that are required to
be provided or made available to you by Montana Dept of Natural Resources &
Conservation during the course of your relationship with Montana Dept of Natural
Resources & Conservation.
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FY22 – DNRC Forestry Subaward Page 1 of 8
FOREST HEALTH PROGRAM SUBAWARD AGREEMENT
Sourdough Creek Fuels Reduction - Project Campaign This Subaward Agreement (Subaward) is accepted by City of Bozeman, hereinafter referred to as the “Subrecipient,” Federal ID No. 81-601238, DUNS# 083705293, and represented by Brian Heaston, Project Engineer, PO Box 1230, Bozeman, Montana 59771-1230, telephone (406) 582-2280, according to the following terms and conditions. This Subaward, awarded and administered by the Montana Department of Natural Resources
and Conservation (DNRC), is consistent with the policies, procedures and objectives of the Cooperative Forestry Assistance Act of 1978, Public Law 95-313, as amended. This Subaward is awarded under federal grant #20-DG-11010000-024, Consolidated Payments Grant, executed
on 06/29/2020, from the United States Department of Agriculture (USDA) – Forest Service (USFS) and Catalog of Federal Domestic Assistance (CFDA) number 10.664, “Cooperative Forestry Assistance.”
SECTION 1. PURPOSE. The purpose of this Subaward is to establish mutually agreeable terms and conditions, specifications, and requirements to grant funds to the Subrecipient for the purpose of activities that increase public understanding of the importance of active, sustainable cross-boundary forest management that aims to reduce wildfire risks and increase forest health across the landscape/watersheds containing City of Bozeman’s municipal water source and infrastructure. Basis for this subaward is Forest Health Management Program which is administered through a partnership with the USFS and the DNRC. Permissible projects are those on non-federal lands. Projects can include any/all of the following: community/citizen education, wildland fire prevention programs, and monitoring.
FOR DNRC USE ONLY
Subaward # FHE-21-101
Maximum amount under this Subaward Agreement: $20,000.00 Amendment # N/A
Source of Funds Approved by
USDA FS Grant # 20-DG-11010000-024; CFDA # 10.664 Program EW
Fiscal LP
Legal MP
Fund Subclass Org Percent Amount Expiration Amendment
03283 555YS 50479 100% $20,000.00 See Sect. 2 N/A
Workers Comp: X N/A Attached Exempt Will be forwarded
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SECTION 2. TERM. This Subaward is effective on the date of last signature. The Subrecipient shall have until May 31, 2023 to complete the project and work described in Section 4, Project
Scope. The DNRC may, pursuant to Section 18, Agreement Extension, grant an extension for completion upon request and showing of good cause by the Subrecipient. Good cause is defined as external factors preventing the Subrecipient from completing the work, including, but
not limited to, pandemic, inadequate staff, delays experienced by federal, other collaborative partners or contractors, or prolonged inoperable weather conditions. A request for extension must be submitted in writing no less than thirty (30) days prior to the termination date if an extension is to be considered by the DNRC. SECTION 3. DNRC's ROLE. The DNRC is administering grant funds awarded by the USFS to ensure that the funds are used according to the intent and procedures of the Forest Health Grant Program. The DNRC will monitor project expenditures to assure payment eligibility. The DNRC assumes no responsibility for the Subrecipient's obligation to faithfully perform the tasks and activities required by this Subaward. The DNRC assumes no responsibility for verifying the right of the Subrecipient to conduct project activities. The Subrecipient is responsible for obtaining all appropriate permissions to conduct activities. The Subrecipient may contact the DNRC's liaison Erik Warrington, at (406) 542-4303, 2705 Spurgin Road, Missoula, Montana 59804 for guidance related to administration of the terms of this Subaward. All requests for
information and assistance shall be submitted to the DNRC liaison or his designee. SECTION 4. PROJECT SCOPE. (a) The Subrecipient must use the proceeds provided
pursuant to this Subaward to perform allowable activities under the Program. The key outcomes of the project are the support of landowner and community outreach
and engagement; development and promotion of media and material content which educates the audience on the important role healthy forests, intact watersheds, and fire adapted communities. The audience includes the general public, civic leaders, land
management agencies, as well as targeted materials for adjacent private forest landowners, and recreation users of the municipal watershed trail systems.
The project will utilize contracted professional services for campaign coordination and media development. Media content may include but is not limited to audio, visual, print, and social. The campaign is anticipated to run before, during, and up to the completion
of the City of Bozeman’s Sourdough Creek Fuels Reduction Project.
SECTION 5. PROJECT BUDGET. Subaward funds are allocated to the following budget categories:
Project Funding Summary:
Direct Costs
Subrecipient salary/wages/benefits $0
Operating Expenses $0
Contracted Services $20,000
Subtotal – Direct Costs $20,000
Indirect Costs (0.0%) $0
Total Subaward Amount $20,000
Match Required (none) $0
Total Project Funding: $20,000
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No match is required for this Subaward.
The indirect cost rate is shown above, expressed as a percentage of indirect costs to direct costs. Unless the rate has been formalized in a Negotiated Indirect Cost Rate Agreement
(NICRA) between the Subrecipient and its cognizant federal agency, the rate shown above is hereby approved by the DNRC for the term of this Subaward and may not be changed except via written amendment. Total payment for all purposes under this Subaward shall not exceed Twenty Thousand and no/100 Dollars ($20,000.00). Subrecipient shall follow all applicable procurement procedures as required in Section 12, Compliance with Applicable Laws, and the applicable Federal Office of Management and Budget (OMB) in the Code of Federal Regulations (CFR) 2 CFR 200 §§ 200.317 – 200.326. SECTION 6. AVAILABILITY OF SUBAWARD FUNDS. The Subrecipient acknowledges and understands that Subaward funds become available based on federal awards to DNRC. Costs incurred by the Subrecipient on or after May 1, 2021 may be, upon approval by the DNRC,
eligible for reimbursement or may be counted as match funds. The commitment by the DNRC to expend money is contingent upon the DNRC receiving funds
under the Cooperative Forestry Assistance Act of 1978, Public Law 95-313, as amended. No liability shall accrue to the DNRC or its officials in the event such funds are not appropriated or issued as authorized under this legislation. The DNRC may, at its sole discretion, issue a
temporary stop-work order, reduce the scope of project activities, or terminate this Subaward if appropriated funding is reduced or unavailable for any reason. The DNRC will provide Subrecipient at least 10 days’ notice for a stop-work order and at least 30 days’ notice if a reduction in scope or termination is determined to be necessary due to unavailability of funds. Until the DNRC notifies Subrecipient that obligated funds are unavailable, the DNRC will continue to comply with the terms of this Subaward, including the disbursement of funds for eligible expenses incurred by Subrecipient up to the specified date and time provided in a written notice. SECTION 7. DISBURSEMENTS. Subrecipient shall submit claims for disbursement of Subaward funds to the DNRC liaison, using the “Request for Disbursement of DNRC Grant
Funds / Financial Status Report” (Request) form, attached hereto as Appendix D and incorporated herein by reference. Documentation of reimbursable costs incurred and paid must be submitted with the request. Documentation may include, but is not limited to, itemized
receipts, vendor invoices, inspection certificates, transaction ledgers or other financial reports that clearly show expenditures, payroll records, copies of checks, bank statements, and other forms of proof of payment. The DNRC will determine whether documentation submitted
adequately supports the disbursement request and may require additional documentation before approving payment. Reimbursement of Subrecipient’s expenditures will only be made for expenses included in the Project Budget in Section 5, that are clearly and accurately supported by the Subrecipient's records. Subrecipient should seek timely reimbursement of claimed costs incurred under this Subaward.
A minimum of one Request must be submitted annually to the DNRC. The annual period begins on the Subaward date of last signature. In the event no reimbursable costs are incurred in an annual period, a Request for zero dollars ($0.00) listing current subaward balances must be
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submitted to the DNRC. Request for final disbursement of Subaward funds is due 30 days following the subaward termination date.
The DNRC may determine the method of submission for disbursement requests. Methods may include requiring paper versions by US Mail, e-mail or state FTP portal transmission for
electronic versions, or entry in a registered Subrecipient account in a grant management system. If a required submission method changes during the term of the Subaward, the DNRC will provide thirty (30) days’ notice. The DNRC may withhold up to ten percent (10%) of the total authorized subaward amount until both the project tasks (outlined in Section 1 and Section 4) and the Final Report (required by Section 8) are completed by the Subrecipient and approved by the DNRC. SECTION 8. REPORTS. The Subrecipient shall immediately notify the DNRC of developments that have a significant impact on the activities supported under this Subaward. Notification must be given in the case of problems, delays or adverse conditions that materially impair the ability of the Subrecipient to meet the objectives of the Subaward. The notification must include a statement on action taken or contemplated, and any assistance needed to resolve the situation including requests for scope and/or timeline modifications as provided for below in Section 16,
Assignment and Amendment. Quarterly progress reports for the periods ending each March, June, September and
December must be submitted to the DNRC during the term of this Subaward. Reports will provide status information for each project implementation objective. Project status information will include, at a minimum, the percentage completed, costs incurred, funds remaining, and
projected completion date. The Subrecipient shall report on total project costs, including grant-funded costs, Subrecipient-provided match, and match provided by other sources. Quarterly reports must be submitted to the DNRC by the last day of the next month following the close of the quarterly period. The first quarter closes December 31, 2021, and the report is due on or before January 31, 2022. The first quarterly should include all activities under this Subaward project to-date. The DNRC will review reports for completeness and accuracy, and will notify the Subrecipient if changes are necessary. No claims for disbursements will be honored by the DNRC until complete, accurate quarterly reports have been submitted by the Subrecipient. A suggested Quarterly Report format is attached hereto as Appendix B and incorporated herein by reference.
A Final Report that details the project status, results, accomplishments, and financial status will be submitted to the DNRC by the Subrecipient for approval upon project completion. Final
reports are due 30 days following the subaward termination date. Final disbursement of Subaward funds is contingent upon the DNRC’s receipt and approval of
the Final Report. A suggested Final Report format is attached hereto as Appendix C and incorporated herein by reference. The DNRC may determine the method of submission for all Quarterly and Final reports. Methods may include requiring paper versions by US Mail, e-mail or state FTP portal transmission for electronic versions, or entry in a registered Subrecipient account in a grant management system. If a required submission method changes during the term of the Subaward, the DNRC will provide thirty (30) days’ notice.
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SECTION 9. RECORDS AND AUDITS. The Subrecipient must maintain appropriate and adequate records showing complete entries of all receipts, disbursements, and other
transactions relating to this Subaward for three (3) years after the later of either the final Subaward payment or the termination or expiration of this Subaward. The DNRC, the Montana Legislative Audit Division, or the Montana Legislative Fiscal Division may, at any reasonable
time, audit all records, reports, and other documents that the Subrecipient maintains under or during the course of this Subaward to ensure compliance with its terms and conditions. SECTION 10. PROJECT MONITORING AND ACCESS FOR INSPECTION AND MONITORING. The DNRC or its agents may monitor and inspect all phases and aspects of the Subrecipient’s performance to determine compliance with this Subaward, including the adequacy of records and accounts. The Subrecipient shall accommodate requests for the DNRC access to the site and records with due consideration for safety, private property rights, and convenience of everyone involved. SECTION 11. EMPLOYMENT STATUS AND WORKER'S COMPENSATION. The DNRC is not an owner or general contractor for the project. The DNRC does not control the work activities or worksite of the Subrecipient or any contractors that might be engaged by the Subrecipient for completion of the project. The Subrecipient is independent from and is not an employee, officer,
or agent of the DNRC. The Subrecipient, its employees and contractors, are not covered by the DNRC’s Workers' Compensation Insurance. The Subrecipient is responsible for making sure that it and its employees are covered by Workers’ Compensation Insurance and that its
contractors are in compliance with the coverage provisions of the Workers’ Compensation Act. The Subrecipient shall ensure that all employees complete the I-9 form to certify they are
eligible for lawful employment under the Immigration and Nationality Act (8 USC 1324a). Subrecipient shall comply with regulations regarding certification and retention of the completed forms. SECTION 12. COMPLIANCE WITH APPLICABLE LAWS. The Subrecipient must comply with the requirements of the Federal Office of Management and Budget (OMB) guidance in subparts A through F of 2 CFR Part 200, Uniform Administrative Requirements, Cost Principles, And
Audit Requirements For Federal Awards, as adopted and supplemented by the USDA in 2 CFR Part 400. These regulations are available online at the following website: www.ecfr.gov. Subrecipient certifies that it will abide by all certifications and assurances set forth in USDA
Form AD-1048, “Certification Regarding Debarment, Suspension, Ineligibility & Voluntary Exclusion Lower Tier Covered Transactions,” this form having been signed, attached hereto as Appendix A, and incorporated herein by reference. Per the terms of the federal award, the
Subrecipient shall also require all second-tier subrecipients and contractors who will be paid with subaward funds to sign form AD-1048, and subrecipient shall keep completed forms on file.
If the amount of this contract, sub-contract, or sub-grant is in excess of $100,000, the Subrecipient will comply with all applicable standards, orders, or requirements issued under section 306 of the Clean Air Act (42 U.S.C. 1857(h)), section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and Environmental Protection Agency regulations (40 CFR part 15).
All work performed under this Subaward must fully comply with all applicable federal, state, and local laws, rules, and regulations, including but not limited to, the Montana Human Rights Act, the Civil Rights Act of 1964, the Age Discrimination Act of 1975, the Americans with Disabilities
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Act of 1990, and Section 504 of the Rehabilitation Act of 1973. Any subletting or subcontracting by the Subrecipient subjects subcontractors to the same provision. In accordance with 49-3-
207, MCA, the Subrecipient agrees that the hiring of persons to perform this Subaward will be made on the basis of merit and qualifications and without discrimination based upon race, color, religion, creed, political ideas, sex, age, marital status, physical or mental disability, or national
origin of the persons performing this Subaward. It shall be the Subrecipient's responsibility to obtain all permits, licenses, or authorizations that might be required from government authorities for completion of the project. Procurement of labor, services, supplies, materials and equipment shall be conducted according to applicable federal, state, and local statutes. The DNRC’s signature on this Subaward does not guarantee the approval or issuance of any permits, licenses, or any other form of authorization to take action for which Subrecipient must apply with the DNRC or any other government entity and submit to the DNRC to fulfill the terms of this Subaward. TRAFFICKING IN PERSONS. Subrecipients under this award and the Subrecipient’s employees may not: (1) Engage in severe forms of trafficking in persons during the period of
time that the award is in effect; (2) Procure a commercial sex act during the period of time that the award is in effect; or (3) Use forced labor in performance of the award or subawards under the award.
NONDISCRIMINATION STATEMENT – PRINTED, ELECTRONIC, OR AUDIOVISUAL MATERIAL. The Subrecipient shall include the following statement, in full, in any printed
audiovisual material, or electronic media for public distribution developed or printed with any Federal funding.
In accordance with Federal law and U.S. Department of Agriculture policy, this
institution is prohibited from discriminating on the basis of race, color, national origin, sex, age, or disability. (Not all prohibited bases apply to all programs.)
To file a complaint of discrimination, write USDA, Director, Office of Civil Rights, Room 326-W, Whitten Building, 1400 Independence Avenue, SW, Washington, DC
20250-9410 or call (202) 720-5964 (voice and TDD). USDA is an equal opportunity provider and employer.
If the material is too small to permit the full statement to be included, the material must at minimum, include the following statement, in print size no smaller than the text:
“This institution is an equal opportunity provider.” SECTION 13. AGENCY RECOGNITION REQUIREMENTS Use of Agency Insignia. Subrecipient shall request in writing permission from the USFS Northern Region and receive written permission from the USFS before using the USFS insignia
on any published media, such as a webpage, printed publication, or audiovisual production. Subrecipient shall request in writing and receive written permission from the DNRC before using the DNRC insignia on any published media, such as a webpage, printed publication, or audiovisual production. Public Notices. Subrecipient is encouraged to give public notice of the receipt of this subaward
of federal grant funds and, from time to time, to announce progress and accomplishments. Press releases or other public notices should include and all notices of funding opportunities or solicitation for project participants must include a statement substantially as follows: “The
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funding for this project is derived in full [or in part] from a federal award of the U.S. Forest Service, Department of Agriculture, subawarded by the Montana Department of Natural
Resources and Conservation, Forestry Division.” Acknowledgment in Publications, Audiovisuals, and Electronic Media. Subrecipient shall
acknowledge USFS and DNRC support as appropriate in any publications, audiovisuals, and electronic media developed as a result of this subaward of USFS grant funds. Follow direction in USDA Supplemental 2 CFR 415.2. SECTION 14. COPYRIGHTING AND GOVERNMENT RIGHT TO USE. Subrecipient is granted
sole and exclusive right to copyright any publications developed as a result of this award. The
State of Montana and the USFS reserve a royalty-free, nonexclusive, and irrevocable right to
reproduce, publish, or otherwise use, and to authorize others to use the work for government purposes. This provision includes any right of copyright to which Subrecipient purchases
ownership with any federal contributions. No original text or graphics produced by the State of
Montana or the USFS shall be copyrighted. SECTION 15. FAILURE TO COMPLY. If the Subrecipient fails to comply with the terms and conditions of this Subaward, the DNRC may terminate this Subaward and refuse additional disbursements of subaward funds and take legal action to recover disbursed subaward funds. Such termination will become a consideration in the DNRC’s evaluation of future applications for subawards. SECTION 16. ASSIGNMENT AND AMENDMENT. The Subrecipient may not assign or transfer any portion of this Subaward without the DNRC’s express written consent. Amendments will be in writing, signed by both parties, and attached as an integral component of this Subaward. This
Subaward may be terminated by the mutual written consent of both parties. If this Subaward is terminated, the Subrecipient may not submit claims for reimbursement for costs incurred beyond the mutually agreed to termination date.
SECTION 17. MONTANA LAW AND VENUE. Any action or judicial proceeding for enforcement of the terms of this Subaward shall be instituted only in the courts of Montana and shall be
governed by the laws of Montana. Venue shall be in the First Judicial District, Lewis and Clark County, Montana. SECTION 18. AGREEMENT EXTENSION. This Subaward may, upon mutual written agreement between the parties and according to its terms, be extended. SECTION 19. INDEMNITY AND LIABILITY (HOLD HARMLESS / INDEMNIFICATION). Subrecipient agrees to be financially responsible for any audit exception or other financial loss to the DNRC and the State of Montana which occurs due to the negligence, intentional acts, or failure by Subrecipient and/or its agents, employees, subcontractors, or representatives to comply with the terms of this Subaward.
Subrecipient hereby agrees to defend, indemnify, and hold harmless the DNRC and the State of Montana and its agents from and against any and all claims, demands, or actions
for damages to property or injury to persons or other damage to persons or entities arising out of, or resulting from the performance of this Subaward or the results of this Subaward, provided such damage to property or injury to persons is due to the negligent act or
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omission, recklessness, or intentional misconduct of Subrecipient or any of its employees. This Subaward is not intended to relieve a liable party of financial or legal responsibility.
SECTION 20. INSURANCE REQUIREMENTS. General Requirements. The Subrecipient shall maintain for the duration of this Subaward, at its cost and expense, insurance against claims for
injuries to persons or damages to property, including liability, which may arise from or in connection with the performance of the work by the Subrecipient, agents, employees, representatives, assigns, or contractors. This insurance shall cover such claims as may be caused by any negligent act or omission.
Specific Requirements for Commercial General Liability. The Subrecipient shall purchase and maintain occurrence coverage with combined single limits for bodily injury, personal injury, and property damage of $750,000 per occurrence and $1,500,000 aggregate per year to cover such claims as may be caused by any act, omission, or negligence of the Subrecipient or its officers, agents, representatives, assigns or contractors. This Subaward consists of pages 1 – 8, plus the following appendices:
• Appendix A [Form AD-1048]
• Appendix B [Quarterly Report Format]
• Appendix C [Final Report Format]
• Appendix D [Request for Disbursement Form].
The Subrecipient hereby accepts this Subaward according to the above terms and conditions.
__________________ By: ______________________________________________ Date Subrecipient or Subrecipient’s Authorized Representative _____________________________________________ Printed Name
__________________ By: ______________________________________________
Date DNRC Authorized Representative
______________________________________________ Printed Name
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Jeff Mihelich
11/17/2021 | 2:54:58 PM PST
Erik Warrington
11/22/2021 | 2:59:01 PM PST
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This form is available electronically. Form Approved – OMB No. 0505-0027
Expiration Date: 04/30/2022
Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion AD-1048
Lower Tier Covered Transactions
The following statement is made in accordance with the Privacy Act of 1974 (5 U.S.C. § 552a, as amended). This certification is required by the regulations
implementing Executive Order 12549, Debarment and Suspension, and 2 C.F.R. §§ 180.300, 180.335, Participants' responsibilities. The regulations were
amended and published on August 31, 2005, in 70 Fed. Reg. 51865-51880. Copies of the regulations may be obtained by contacting the Department of
Agriculture agency offering the proposed covered transaction.
According to the Paperwork Reduction Act of 1995 an agency may not conduct or sponsor, and a person is not required to respond to a collection of
information unless it displays a valid OMB control number. The valid OMB control number for this information collection is 0505-0027. The time required to
complete this information collection is estimated to average 15 minutes per response, including the time for reviewing instructions, searching existing data
sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. The provisions of appropriate criminal and
civil fraud privacy, and other statutes may be applicable to the information provided.
(Read instructions on page two before completing certification.)
A.The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently
debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this
transaction by any Federal department or agency;
B.Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such
prospective participant shall attach an explanation to this proposal.
ORGANIZATION NAME PR/AWARD NUMBER OR PROJECT NAME
NAME(S) AND TITLE(S) OF AUTHORIZED REPRESENTATIVE(S)
SIGNATURE(S) DATE
In accordance with Federal civil rights law and U.S. Department of Agriculture (USDA) civil rights regulations and policies, the USDA, its agencies, offices, and employees, and
institutions participating in or administering USDA programs are prohibited from discriminating based on race, color, national origin, religion, sex, gender identity (including gender
expression), sexual orientation, disability, age, marital status, family/parental status, income derived from a public assistance program, political beliefs, or reprisal or retaliation for prior
civil rights activity, in any program or activity conducted or funded by USDA (not all bases apply to all programs). Remedies and complaint filing deadlines vary by program or
incident.
Persons with disabilities who require alternative means of communication for program information (e.g., Braille, large print, audiotape, American Sign Language, etc.) should contact
the responsible agency or USDA's TARGET Center at (202) 720-2600 (voice and TTY) or contact USDA through the Federal Relay Service at (800) 877-8339. Additionally, program
information may be made available in languages other than English.
To file a program discrimination complaint, complete the USDA Program Discrimination Complaint Form, AD-3027, found online at How to File a Program Discrimination Complaint (https://www.ascr.usda.gov/filing-program-discrimination-complaint-usda-customer) and at any USDA office or write a letter addressed to USDA and provide in the letter all of the information requested in the form. To request a copy of the complaint form, call (866) 632-9992. Submit your completed form or letter to USDA by: (1) mail: U.S. Department of Agriculture, Office of the Assistant Secretary for Civil Rights, 1400 Independence Avenue, SW, Washington, D.C. 20250-9410; (2) fax: (202) 690-7442.
Appendix ADocuSign Envelope ID: E2F03E8C-0A39-4050-84EB-BB8CC2D55169
City of Bozeman FHE-21-101
Jeff Mihelich
11/17/2021 | 2:54:58 PM PST
City Manager
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Instructions for Certification
(1)By signing and submitting this form, the prospective lower tier participant is providing the certification set out on page 1 in
accordance with these instructions.
(2)The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was
entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in
addition to other remedies available to the Federal Government, the department or agency with which this transaction originated
may pursue available remedies, including suspension or debarment.
(3)The prospective lower tier participant shall provide immediate written notice to the person(s) to which this proposal is submitted if
at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become
erroneous by reason of changed circumstances.
(4)The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction," "participant," "person,"
"primary covered transaction," "principal," "proposal," and "voluntarily excluded," as used in this clause, have the meanings set out
in the Definitions and Coverage sections of the rules implementing Executive Order 12549, at 2 C.F.R. Parts 180 and 417. You
may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of those
regulations.
(5)The prospective lower tier participant agrees by submitting this form that, should the proposed covered transaction be entered into,
it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible,
or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which
this transaction originated.
(6)The prospective lower tier participant further agrees by submitting this form that it will include this clause titled "Certification
Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion -Lower Tier Covered Transactions," without
modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions.
(7)A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction
that is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the
certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its
principals. Each participant may, but is not required to, check the System for Award Management (SAM) database.
(8)Nothing contained in the foregoing shall be construed to require establishment of a system of records to render in good faith the
certification required by this clause. The knowledge and information of a participant is not required to exceed that which is
normally possessed by a prudent person in the ordinary course of business dealings.
(9)Except for transactions authorized under paragraph (5) of these instructions, if a participant in a covered transaction knowingly
enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from
participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with
which this transaction originated may pursue available remedies, including suspension and/or debarment.
Form AD-1048 (REV 12/18)
Page 2 of 2
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QUARTERLY REPORT FOR SUBAWARD AGREEMENT NUMBER: xxx - xx - xxx
Reporting period: Select Quarter , Select Year
Agreement termination date: Click to enter/select date
List Outreach Activities # Educational Programs
Completed
This Quarter this quarter this quarter
Enter Narrative Here. A narrative describing project progress, process, challenges, and other pertinent
information is required. If project includes multiple geographic areas, please provide a detailed
description of where project accomplishments occurred (e.g., 20 acres and 10 property assessments
completed in Gold Creek, 1 community meeting held in Potomac, etc.). Include before/after photos and
other representative information to support narrative.
Enter Summary Here. A summary of a monitoring review held with DNRC staff member, as applicable.
Appendix B
SUBAWARD AGREEMENT
SUGGESTED QUARTERLY REPORT FORMAT
Enter Name of Organization Here
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Subaward Agreement
FINAL REPORT FORMAT
Title Page:
1. Subrecipient’s name, address & telephone numbers.
2.Name, address, and telephone numbers of others who may be contacted concerning the
project if the primary contacts are not available.
3.Funding: Total project cost and amount of subaward.
Introduction:
Describe the project history, project location, and the purpose of the project.
Discussion and Results:
1.Document that project goals, objectives, and tasks identified in the Subaward have been
completed. Copy the project goals, objectives, and tasks verbatim. After listing each
goal, object, and task, document that they were completed. If any were not completed,
explain why. It is very important that you provide evidence that the agreement was
completed as agreed to in Section 4 of the Subaward, Project Scope.
2.Summarize any problems encountered and solutions adopted. What would you do
differently?
Public Benefits:
List the anticipated overall public benefits of the project as stated in the grant application. Were
these benefits realized? If not, explain why not.
Subaward Administration & Project Costs:
1. Budget
Include a summary of how the monies were spent by budget category and source of
funding. Was the project completed according to budget? Explain any cost overruns or
savings. Discuss any unbudgeted expenses that arose over the course of the project.
2.Matching Funds
Identify the matching funds that were to be spent according to the Subaward. Document
that these funds were spent. If not all matching funds were spent, explain why.
Appendix C
DocuSign Envelope ID: E2F03E8C-0A39-4050-84EB-BB8CC2D55169
334
Grant Agreement Number / Project Name
From (mm/dd/yy):To (mm/dd/yy):
Direct Costs:
Subrecipient Salary/Wages/Benefits $0.00
Operating Expenses $0.00
Payments to Landowners (Beneficiaries)$0.00
Contracted Services $0.00
SubTotal $0.00 $0.00 $0.00 $0.00 $0.00
Indirect Costs:$0.00
TOTAL $0.00 $0.00 $0.00 $0.00 $0.00
Date
Grant balance
remaining
(after this request)
Cumulative match
expenses to date
(if applicable)
Request for Disbursement of DNRC Grant Funds / Financial Status Report
Request for Reimbursement
Grantee Name
Period covered by this request:
Request for Advance
Grantee Representative / Preparer's Signature
Total Grant Budget
by category
(from grant agreement)
Funds received from
DNRC
(before this request)
Disbursement
amount
requested
Revised Aug 2015
Appendix D
DocuSign Envelope ID: E2F03E8C-0A39-4050-84EB-BB8CC2D55169
335
Memorandum
REPORT TO:City Commission
FROM:Nick Ross, Director of Transportation and Engineering
Chuck Winn, Assistant City Manager
SUBJECT:Authorize the City Manager to Sign a Professional Services Agreement Task
Order Number Two with HDR Engineering for WRF Site Planning Services
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to Sign a Professional Services Agreement Task
Order Number Two with HDR Engineering for WRF Site Planning Services
STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and
maintenance for existing and new infrastructure.
BACKGROUND:The city of Bozeman is undertaking a conceptual study to evaluate long term
site planning of the city-owned property surrounding and including the
Water Reclamation Facility (WRF) located off Springhill Road. This task order
with HDR will analyze the spatial impact of co-locating various city services
on the property against the long-term capacity and quality needs of the
WRF.
HDR was selected by competitive RFQ for Water Reclamation Facility On-Call
Services in 2021. The firm successfully completed the current WRF Master
Facility Plan and Public Works Master Facility Plan for the City indicating they
are highly qualified for this assignment. This task order out of the WRF On-
Call Services contract provides the City with optimal consultant resources for
the needs of the project.
UNRESOLVED ISSUES:None
ALTERNATIVES:As suggested by the City Commission.
FISCAL EFFECTS:$68,100 funded through savings found in the approved FY23 Engineering
budget.
Attachments:
Bozeman WRF Task Order No. 2 WRF Concept Site Plan.pdf
Report compiled on: March 24, 2023
336
WRF Task Order No. 2 1
Exhibit A to Professional Services Agreement TASK ORDER NUMBER 02
Issued under the authority of Professional Services Agreement between the City of Bozeman
and HDR Engineering, Inc. for: A range of professional and technical services related to operations
and maintenance of the City of Bozeman Water Reclamation Facility and the East Gallatin River.
This Task Order is dated , 2023 between City of Bozeman (City) and HDR Engineering, Inc. (Contractor). The following representatives have been designated for the work performed under this Task Order: City: Nicholas Ross Contractor: Coralynn Revis SCOPE OF WORK: (attach additional sheet(s) as required) 1. Public Works WRF Concept Plan- see attached.
COMPENSATION: The anticipated cost for services for the above Task items, to be completed on a Time and Materials Basis not
to exceed without prior authorization, are as follows in the attached. Contractor shall be reimbursed on a Time and Materials basis not to exceed the budget amounts presented,
without prior written authorization from the City of Bozeman. Contractor shall notify the City of Bozeman prior to executing additional work, and shall not proceed with additional work without written authorization from the City of Bozeman. Contractor shall invoice no more often than monthly for services provided in the prior month. The provisions of the Professional Services Master Task Order Agreement and any Special Terms and
Conditions and/or Exhibits or Attachments to this Task Order shall govern the Work. IN WITNESS WHEREOF, the parties authorized to commit resources of the companies have executed this Task Order: City of Bozeman HDR Engineering, Inc.
By: By: Title: Title:
Date: Date:
Fed. ID. No.
337
SCOPE OF SERVICES
City of Bozeman 1 HDR Engineering, Inc. Bozeman, MT March 23, 2023
Public Works WRF Concept Plan City of Bozeman Bozeman, MT
Scope of Services
March 23, 2023
HDR Engineering, Inc.
Overview
The following scope of service is to work with City of Bozeman to develop a concept site plan to
address long-term facility needs for City of Bozeman. The scope of the concept site plan will focus on
needs for the next 20 years for Public Works, Parks & Forestry Operations, Fire Training Facility,
Impound Yard, and Regional Waste Transfer Station. HDR will update previous programming
documents from the Facility Master Plan and meet with Parks & Forestry (data collection) for the space
needs of the departments. HDR will develop Rough-Order-Magnitude (ROM) project cost based upon
the program document developed during the concept site plan at the City of Bozeman Water
Reclamation Facility site.
Timeline
The project is anticipated to start in March 2023 with programming meetings and wrap up by the end of
May 2023. As the project begins, a detailed project schedule will be developed outlining the scope by
task and identifying meeting dates, workshops, product delivery, and review periods.
Task A: WRF Site Concept Design
Work Elements
Orientation Meeting
• Send programming questionnaire to Parks & Forestry Department to be used during
programming sessions with City of Bozeman Parks & Forestry Department staff.
• Conduct a kick-off meeting for key City of Bozeman staff. Discuss process, schedule, and
address issues to promote effective participation by key staff.
Data Collection
• Conduct programming interviews with Parks & Forestry staff to stimulate dialogue relating to
projections at 5-year, 10-year, and 20-year milestones for staff and vehicle count, office, shop,
and storage space requirements, as well as general operating practices.
• Review requirements for Parks & Recreation offices including public interface and other service
locations
• Review requirements for workshops and material storage areas.
338
SCOPE OF SERVICES
City of Bozeman 2 HDR Engineering, Inc. Bozeman, MT March 23, 2023
• Review requirements of support facilities including offices, restrooms, lunchrooms, and locker
areas.
• Review building warehouse storage and yard storage requirements for equipment, supplies, and
materials.
• Review requirements for vehicle storage, parking, washing, and fueling.
• Review site and building security requirements.
• Conduct wrap-up meeting to outline schedule and present the findings from the interview
sessions.
Space Needs Program
• Address functional areas to be located at the facility.
• Update space program requirements for the facility based on information and projections
developed as part of the data collection effort.
• Establish space standards for offices.
• Update number and size of various workstations.
• Update shop area requirements based on function and operational needs.
• Update storage requirements for parts, materials, and equipment.
• Update parking requirements for employee, visitor, and delivery vehicles.
• Identify clearance requirements throughout the facility.
• Establish net to gross factors for each functional area of the facility.
Technical Memorandum
• Provide a technical memorandum that documents the key planning and design issues. The
memorandum will be distributed to key City of Bozeman staff for review. The paper includes the
following narratives:
Basis for Design - Provides a summary of the more qualitative planning issues that were
noted during interview sessions. The summary includes a description of group’s
responsibilities, hours of operation, staff counts, vehicle parking, vehicles maintained, and a
list of key planning issues. This is compiled for consideration during future planning and
design efforts.
Space Needs Program Summary- Presents a program summary of space requirements for
the key user groups on the site. The intent of the program is to identify program spaces to
fulfill the current and future facility needs.
Review Meeting
• Review meeting to review the Technical Memorandum and updated Space Needs Program
(virtual meeting 2 hours)
Quality Assurance
• Review Programming Technical Memorandum and Space Needs Program to be performed by
an HDR reviewer not assigned to the project. Programming Report to be reviewed for quality
339
SCOPE OF SERVICES
City of Bozeman 3 HDR Engineering, Inc. Bozeman, MT March 23, 2023
and accuracy.
WRF Site Concept Plan Charrette
• Participate in a multiple day on-site design Charrette working directly with the City of Bozeman
to develop a new Public Works and Parks & Recreation Facility including site configuration and
general building design and or expansion. During this on-site process, alternatives will be
reviewed by City of Bozeman staff. Based on review comments, a selected alternative will be
refined and presented for review. A final review meeting will result in a selected Master Plan
alternative for the facility.
• It is anticipated to be 3-day Charrette process in Bozeman with the City of Bozeman
participating for up to 2 hours each day.
• Site issues addressed will include:
Reviewing and developing circulation patterns for vehicles, materials, and personnel that
will provide an efficient, cost effective, and safe operation.
Reviewing and developing ingress and egress routes which for safety and security and
reviews vehicular and pedestrian conflict on and off the site.
Establishing site area relationships including operations and storage facilities as well as
employee, delivery, and visitor parking.
Document Review
• City of Bozeman is expected to participate 2 hours each day during the Charrette
• Estimate City of Bozeman has up to 2 weeks to review draft deliverable documents
Deliverables
• Updated Space Needs Program (delivered electronically via PDF)
• Technical Memorandum (delivered electronically via PDF)
• Concept site and building plans
Estimated Travel/Meetings
• Two people for 2 hours to conduct kickoff meeting with key City of Bozeman staff (Web
conference)
• Two people for three days to conduct on-site Site Master Plan Charrette (City Staff to participate
2 hours each day)
• Two people for 1 day for programming sessions and to tour probable sites
Task B: Cost Estimate
Work Elements
Planning Level Cost Estimate
• HDR will provide a ROM planning level cost based upon the Concept Design drawings for the
WRF Site.
340
SCOPE OF SERVICES
City of Bozeman 4 HDR Engineering, Inc. Bozeman, MT March 23, 2023
• Costs will be limited to a square foot per building and site areas to provide a general idea of the projected costs in 2023 dollars.
• In providing opinions of probable cost, HDR has no control over cost or price of labor and materials, unknown or latent conditions of existing equipment or structures that might affect operation or maintenance costs, competitive bidding procedures and market conditions, time or quality of performance by operating personnel or third parties, and other economic and operational factors that might materially affect the ultimate the project construction cost or schedule. HDR, therefore, will not warranty that project costs will not vary from their opinions, analyses, projections, or estimates.
Team Meetings
• Participate in one (via web conference) meetings to discuss the cost estimate. The meeting
shall be for reviewing a draft of the cost estimate.
Quality Assurance
• Review of Cost Estimate report section to be performed by an HDR reviewer not assigned to
the project. Report section to be reviewed for quality and accuracy.
Deliverables
• Draft planning level estimate for review by City of Bozeman
• Final planning level estimate incorporating City of Bozeman review comments
Review time
• Estimate City of Bozeman has up to 2 weeks to review draft deliverable documents.
Estimated Travel
• None
341
Budget Proposal SpreadsheetCity of BozemanWRF Concept Site Plan2-Mar-23Managing PrincipalFacility Design Mgr/PMSME Facility DesignerFacility DesignerProject AssistantSr. MEP EngineerMEP EngineerMEP DesignerProject CoordinatorProject AccountantHDR LaborExpensesSubconsultantC. RevisK. BoothB. RellaA. FlockK. KangM. ChaconTotalContract Billing Rate250.00$ 295.00$ 380.00$ 125.00$ 105.00$ 105.00$ 145.00$ Task A - WRF Site Concept Design67628144248857,080.00 $5,040Task B - Cost Estimate1042125,980.00 Total Labor Hours per Team Member68632146360008863,060$ 5,040$ -$ Total Labor Charges per Team Member1,500$ 25,370$ 12,160$ 18,250$ 3,780$ -$ -$ -$ 840$ 1,160$ Total Fee68,100$ 342
Memorandum
REPORT TO:City Commission
FROM:Jim Veltkamp, Chief of Police
SUBJECT:Resolution 5487, a Resolution of the City Commission of the City of
Bozeman, Montana, Confirming the Appointment of Police Officers in
Accordance with Montana Code Annotated 7-32-4108 and 7-32-4113
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Resolution
RECOMMENDATION:Approve Resolution 5487.
STRATEGIC PLAN:7.2 Employee Excellence: Recruit, retain and value a diverse, well-trained,
qualified and motivated team capable of delivering superior performance.
Be accountable and expect accountability from others. Make demonstrated
use of good judgement a part of the evaluation process for promotions.
BACKGROUND:Section 7-32-4108, Montana Code Annotated, provides that all appointments
to the “police force” must be confirmed by the City Commission.
Section 7-32-4113, Montana Code Annotated, requires that in order to be
submitted to the City Commission for confirmation, every applicant will have
passed an examination and received a certificate from the police commission
noting that the applicant has qualified for appointment. Additionally, the
applicant must successfully complete a probationary period before being
submitted to the City Commission for confirmation as a member of the
“police force.”
Officers John Ng and Adam Phillips have met the above noted requirements
and have successfully completed their probationary period. As such,
Resolution 5487 was written to confirm the appointment of these officers.
UNRESOLVED ISSUES:None.
ALTERNATIVES:As suggested by the City Commission.
FISCAL EFFECTS:None.
Attachments:
Commission Resolution 5487.pdf
Report compiled on: March 23, 2023
343
344
RESOLUTION NO. 5487
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, CONFIRMING THE APPOINTMENT OF POLICE OFFICERS IN
ACCORDANCE WITH MONTANA CODE ANNOTATED 7-32-4108 AND 7-32-4113.
WHEREAS, Section 7-32-4108, Montana Code Annotated, provides that all appointments
to the “police force” must be confirmed by the city council or commission; and
WHEREAS, the following listed officers have passed the required examinations, have
been certified by the Police Commission, have successfully completed the probationary period,
and have been appointed to the City’s police force by the chief of police.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana: that the following listed officers are confirmed as members of the Bozeman
Police Department.
JOHN NG
ADAM PHILLIPS
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of
Bozeman, Montana, at a regular session thereof held on the 4th day of April, 2023.
345
__________________________________ CYNDY ANDRUS Mayor
ATTEST: ____________________________________
MIKE MAAS
City Clerk APPROVED AS TO FORM:
___________________________________
GREG SULLIVAN City Attorney
346
Memorandum
REPORT TO:City Commission
FROM:Tom Rogers, Senior Planner
Chris Saunders, Community Development Manager
Erin George, Deputy Director of Community Development
Anna Bentley, Director of Community Development
SUBJECT:Ordinance 2133, Final Adoption, 1200 East Main Zone Map Amendment to
Rezone a Parcel from B-2 (Community Business District) to B-2M
(Community Business District-Mixed) on 1.5 Acres, Application 22184, a
Property Addressed at 1200 East Main Street
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Ordinance
RECOMMENDATION: Finally adopt Ordinance 2133.
STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning,
ranging from building design to neighborhood layouts, while pursuing urban
approaches to issues such as multimodal transportation, infill, density,
connected trails and parks, and walkable neighborhoods.
BACKGROUND:The owner and representative, Western Heritage Ownership, LLC, 1200 East
Main Street, Bozeman, MT 59715, and Applicant Intrinsik Architecture
submitted an application to rezone a an approximately 1.5 acre parcel from
B-2 to B-2M. The property currently hosts the Western Heritage Inn located
at 1200 East Main Street.
The City Commission held a public hearing on January 10, 2023 and voted 5:0
to approve the rezoning application.
The Ordinance was provisionally adopted on March 21, 2023.
UNRESOLVED ISSUES:None
ALTERNATIVES:As determined by the Commission.
FISCAL EFFECTS:None
Attachments:
22184 1200 East Main ZMA Ordinance 2133.pdf
001_ZMA_Exhibit.pdf
347
Report compiled on: February 22, 2023
348
Ord 2133
Page 1 of 5
ORDINANCE NO. 2133
AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA AMENDING THE CITY OF BOZEMAN ZONING MAP TO REZONEAN
EXISTING PARCEL FROM B-2M, COMMUNITY BUSINESS DISTRICT, TO B-2M,
COMMUNITY BUSINESS DISTRICT-MIXED, ON 1.5 ACRES, THE 1200 EAST MAIN
ZONE MAP AMENDMENT, APPLICATION 22184.
WHEREAS, the City of Bozeman has adopted zoning regulations and a zoning map
pursuant to Sections 76-2-301 and 76-2-302, M.C.A.; and
WHEREAS, Section 76-2-305, M.C.A. allows local governments to amend zoning maps
if a public hearing is held and official notice is provided; and
WHEREAS, Section 76-2-307, M.C.A. states that the Zoning Commission must conduct
a public hearing and submit a report to the City Commission for all zoning map amendment
requests; and
WHEREAS, the City of Bozeman Zoning Commission has been created by Section
2.05.2700, BMC as provided for in Section 76-2-307, M.C.A.; and
WHEREAS, Chapter 38, Article 2, Part 2 of the Bozeman Unified Development Code sets
forth the procedures and review criteria for zoning map amendments; and
WHEREAS, the proposed zone map amendment application to amend the City of
Bozeman Zoning Map to rezone two existing parcels from B-2 (Community Business District) to
B-2M (Community Business District-Mixed); and
WHEREAS, after proper notice, the Bozeman Zoning Commission held a public hearing
on December 19, 2022 to receive and review all written and oral testimony on the request for a
zone map amendment; and
WHEREAS, the Bozeman Zoning Commission recommended to the Bozeman City
Commission that application No. 22184, the 1200 East Main Zone Map Amendment, be
approved as requested by the applicant; and
349
Ordinance No. 2133, 1200 East Main ZMA
Page 2 of 5
WHEREAS, after proper notice, the City Commission held its public hearing on January
10, 2023, to receive and review all written and oral testimony on the request for the zone map
amendment; and
WHEREAS, the City Commission has reviewed and considered the zone map amendment
criteria established in Section 76-2-304, M.C.A., and found that the proposed zone map
amendment would be in compliance with the criteria.
NOW THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE
CITY OF BOZEMAN, MONTANA:
Section 1
Legislative Findings
The City Commission hereby makes the following findings in support of adoption of this
Ordinance:
1. The City adopted a growth policy, the Bozeman Community Plan 2020, by Resolution
5133 to establish policies for development of the community including zoning;
2. The Bozeman Community Plan 2020, Chapter 5, sets forth the policies by which the City
reviews and applies the criteria for amendment of zoning established in 76-3-304, MCA;
3. Zoning, including amendments to the zoning map, must be in accordance with an adopted
growth policy;
4. A staff report analyzing the required criteria for a zone map amendment, including
accordance to the Bozeman Community Plan 2020, has found that the required criteria are
satisfied;
5. The two required public hearings were advertised as required in state law and municipal
code and all persons have had opportunity to review the materials applicable to the
application and provide comment prior to a decision;
6. The Bozeman Zoning Commission has been established as required in state law and
conducted their required public hearing; and after consideration of application materials,
staff analysis and report, and all submitted public comment recommended approval of the
requested B-2M district.
7. The City Commission conducted a public hearing to provide all interested parties the
opportunity to provide evidence and testimony regarding the proposed amendment prior to
the City Commission acting on the application.
8. The City Commission considered the application materials, staff analysis and report,
350
Ordinance No. 2133, 1200 East Main ZMA
Page 3 of 5
Zoning Commission recommendation, all submitted public comment, and all other relevant
information.
9. The City Commission determines that, as set forth in the staff report and incorporating the
staff findings as part of their decision, the required criteria for approval of the Carroll on
Main Zone Map Amendment have been satisfied.
Section 2
That the zoning district designation of the following-described property is hereby
amended from B-2 (Community Business District) to B-2M (Community Business District-
Mixed):
The property is described as:
Tract 4A of Plat C-23-R and 60' of adjoining East Main Street Right-of-Way as described
on Plat C-23-K, records of Gallatin County, Montana, and being more particularly
described as follows:
Beginning at the southeast corner of said Tract 4A (Point of Beginning);
thence N88°29'38"W along the south boundary line of said Tract 4A for a distance of
230.50 feet;
thence continuing along said boundary line, 27.88 feet along an arc to the right with a
radius of 163.48 feet, a central angle of 9°46'21", and a chord that bears
N57°44'42"W, 27.85 feet to the southwest corner of said Tract 4A;
thence N01°57'28"E along the west boundary line of said Tract 4A for a distance of
233.47';
thence continuing on said bearing of N01°57'28"E for a distance of 64.17' to said
platted centerline of East Main Street (Plat C-23-K);
thence, following said centerline 42.28 feet along a non-tangent curve to the right
with a radius of 1198.70 feet, a central angle of 2°01'16", and a chord that bears
S66°49'11"E, 42.28 feet;
thence leaving said centerline on a bearing of S00°59'26"W that is the same bearing
as the east boundary line of said Tract 4A for a distance of 64.28 feet to the northeast
corner of said Tract 4A;
thence S00°59'26"W along said east boundary for a distance of 143.01 feet, to the
point of beginning.
Said area being 65,340 square feet or 1.50 acres more or less. Subject to all easements of
record or apparent from visual inspection of the property.
351
Ordinance No. 2133, 1200 East Main ZMA
Page 4 of 5
Section 3
Repealer.
All provisions of the ordinances of the City of Bozeman in conflict with the provisions of
this ordinance are, and the same are hereby, repealed and all other provisions of the ordinances of
the City of Bozeman not in conflict with the provisions of this ordinance shall remain in full force
and effect.
Section 4
Savings Provision.
This ordinance does not affect the rights and duties that matured, penalties that were
incurred or proceedings that were begun before the effective date of this ordinance. All other
provisions of the Bozeman Municipal Code not amended by this Ordinance shall remain in full
force and effect.
Section 5
Severability.
That should any sentence, paragraph, subdivision, clause, phrase or section of this
ordinance be adjudged or held to be unconstitutional, illegal, or invalid, the same shall not affect
the validity of this ordinance as a whole, or any part or provision thereof, other than the part so
decided to be invalid, illegal or unconstitutional, and shall not affect the validity of the Bozeman
Municipal Code as a whole.
Section 6
Codification.
This Ordinance shall not be codified but shall be kept by the City Clerk and entered into a
disposition list in numerical order with all other ordinances of the City and shall be organized in a
category entitled “Zone Map Amendments.”
Section 7
Effective Date.
This ordinance shall be in full force and effect thirty (30) days after final adoption.
352
Ordinance No. 2133, 1200 East Main ZMA
Page 5 of 5
PROVISIONALLY ADOPTED by the City Commission of the City of Bozeman,
Montana, on first reading at a regular session held on the 21 day of March, 2023.
____________________________________
CYNTHIA L. ANDRUS
Mayor
ATTEST:
____________________________________
MIKE MAAS
City Clerk
FINALLY PASSED, ADOPTED AND APPROVED by the City Commission of the
City of Bozeman, Montana on second reading at a regular session thereof held on the ___ of
_______________, 2023. The effective date of this ordinance is _____________, ___, 2023.
_________________________________
CYNTHIA L. ANDRUS
Mayor
ATTEST:
_______________________________
MIKE MAAS
City Clerk
APPROVED AS TO FORM:
_________________________________
GREG SULLIVAN
City Attorney
353
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A
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ZONE MAP AMENDMENT EXHIBIT
PROFESSIONAL ENGINEERS & SURVEYORS
STAHLY ENGINEERING & ASSOCIATES
·
·
·
·
·
·
·
EAST MAIN ZONE MAP AMENDMENT
B-2M Zoning of 1.5 Acres Upon Tract 4A of the Amended Subdivision Plat C-23-R (Northern Pacific Addition) and adjoining East Main
Street Right-of-Way, located in the W1/2 of Section 8, Township 2 South, Range 6 East, P.M.M., City of Bozeman, Gallatin County.
VICINITY MAP
(Not to Scale)R-1B-2R-1
B-2
B-2M
354
Memorandum
REPORT TO:City Commission
FROM:Cynthia L. Andrus, Mayor
SUBJECT:Equal Pay Day
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Administration
RECOMMENDATION:Proclaim Equal Pay Day
STRATEGIC PLAN:7.1 Values-Driven Culture: Promote a values-driven organizational culture
that reinforces ethical behavior, exercises transparency and maintains the
community’s trust.
BACKGROUND:On June 8, 2015 the City Commission adopted Resolution 4601 in which it
committed to commemorate Equal Pay Day each year.
UNRESOLVED ISSUES:None
ALTERNATIVES:None
FISCAL EFFECTS:None
Report compiled on: March 24, 2023
355
Memorandum
REPORT TO:City Commission
FROM:Cassandra Tozer, Human Resources Director
SUBJECT:Equal Pay Day Report
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Plan/Report/Study
RECOMMENDATION:Special Presentation
STRATEGIC PLAN:7.2 Employee Excellence: Recruit, retain and value a diverse, well-trained,
qualified and motivated team capable of delivering superior performance.
Be accountable and expect accountability from others. Make demonstrated
use of good judgement a part of the evaluation process for promotions.
BACKGROUND:Presentation in accordance with Resolution 4601, adopted in 2015.
UNRESOLVED ISSUES:None.
ALTERNATIVES:None.
FISCAL EFFECTS:None.
Attachments:
Equal Pay Day and City Progress Report 2023.pdf
Special Presentation - Equal Pay Report 2023.pdf
Report compiled on: March 28, 2023
356
MEMORANDUM
To: Jeff Mihelich, City Manager
From: Cassandra Tozer, Human Resources Director
Date: March 28, 2023
Re: City of Bozeman Equal Pay Progress Report
On June 8, 2015, the Bozeman City Commission passed Resolution 4601, Equal Pay for Equal
Work, which committed that the City of Bozeman would work to collect data, identify best
practices, evaluate employment practices against the “Thrive Index”, and commemorate Equal Pay
Day annually. Since the adoption of Resolution 4601, the City’s Human Resources Department
has thoroughly analyzed and documented pay for existing employees and has continued to review,
develop, and implement policies and procedures to ensure best practice. This report shows that
overall, the City continues to make good progress in reducing the gender pay gap.
This year’s progress report includes:
A. City Employee Earnings, by Gender and Education
B. City Full-Time Employees, by Gender & Department
C. City Full-Time Employees, Top 25% Earnings details
D. City Full-Time Employees, Bottom 25% Earnings details
E. Policies and Practices to Impact Gender Pay Equity
F. Historic applicant and employee data tracked for specific positions
G. City of Bozeman Thrive Index assessment
A. City Employee Earnings, by Gender and Education
We continue to analyze employee data to provide earnings information by gender and level of
education. Data shows the City is doing significantly better than estimates for the state of Montana
that compare gender and level of education.
357
Source: United States Census Bureau, American Community Survey, 2021
According to the 2021 United States Census Bureau estimates (most recent data), women
possessing graduate degrees earned 80% of what men possessing graduate degrees earned, women
possessing Bachelor’s degrees earned 71% of what men possessing Bachelor’s degrees earned,
and, women with some college or an associates degree earned 67% of what men with some college
or an associates degree earned.
City data shows that in 2022, women possessing graduate degrees earned 96% of what men
possessing graduate degrees earned (up from 86% in 2021), women possessing Bachelor’s degrees
earned 83% of what men possessing Bachelor’s degrees earned (up from 76% in 2021), and women
with some college or an associates degree earned 69% of what men with some college or an
associates degree earned (up from 61% in 2021).
$28,553
$38,703
$46,137
$58,099
$74,374
$15,280
$25,442
$31,072
$40,991
$59,351
$- $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000
Less than high school graduate
High school graduate (includes equivalency)
Some college or associate's degree
Bachelor's degree
Graduate or professional degree
MEDIAN EARNINGS IN THE PAST 12 MONTHS BY SEX BY EDUCATIONAL
ATTAINMENT FOR THE STATE OF MONTANA POPULATION 25 YEARS AND OVER
(2021)
Women Men
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Source: City of Bozeman, Human Resources Department, 12/31/2021 & 12/31/2022
B. City Full Time Employees, by Gender and Department
As of December 31, 2022, the City employed 423 full-time employees. The chart below shows the
distribution of employees by gender across all City departments. The distribution of employees by
gender is comparable to 2021, with some minor fluctuations in numbers of both men and women
in various departments. Worth noting, in 2022, the City’s Economic Development Department
consisted of 33% female employees, compared to 2021 when the department consisted of all male
employees. Also worth noting is the increase in female members of the Bozeman Police
Department. In 2022, 15.6% of Bozeman Police Department employees were female, up from
12.7% in 2021 (this includes sworn and non-sworn personnel). Overall, the City’s number of
female employees has increased by 2.5% from 2021 to 2022.
0%
71%
61%
76%
86%
0%
95%
69%
83%
96%
0%20%40%60%80%100%120%
Less than high school graduate
High school graduate
Some college or associate's degree
Bachelor's degree
Graduate or professional degree
City of Bozeman Median Earning for Women as a
Percent of Men's by Education Attainment
2022 2021
359
Departments: Employee Numbers by
Gender
Departments Female Male Total
City Manager 4 3 7
Community Development 13 18 31
Economic Development 3 6 9
Finance 10 4 14
Fire 3 46 49
HR 6 0 6
IT 0 9 9
Legal 10 3 13
Library 17 2 19
Municipal Court 8 3 11
Parks & Rec 13 22 35
Police 12 65 77
Strategic Services 7 10 17
Transportation & Engineering 9 60 69
Utilities 7 50 57
Total 122 301 423
C. City Full-Time Employees, Top 25% Earnings Details
The information below shows the characteristics of the City’s top 25% of full-time employee wage
earners. At 17.9%, women are a larger percentage of the top 25% of earners in 2022 than they
were in 2021 where they represented 13.3%. This is significantly higher than in 2020, where
women made up only 10.6% of the top 25% of earners. Education levels and union representation
of the top 25% of earners has remained relatively consistent to 2021.
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17.9%13.3%
82.1%86.7%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
2022 2021
Top 25% Earners by Gender
Female Male
Graduate, 24.5%
Bachelors, 37.7%Associates,
17.0%
Some
College,
13.2%
High School
Diploma/GED,
7.5%
Less Than High
School, 0.0%
2022 Top 25% of Earners by Education Level
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D. City Full-Time Employees, Bottom 25% Earnings Details
The information below shows the characteristics of the City’s bottom 25% of full-time employee
wage earners as of December 31, 2022. The difference between the number of male and female
employees in this category dropped to 15% in 2022, down from 18.4% in 2021. Education levels
and union representation of the bottom 25% of earners has remained relatively consistent to 2021.
0.0%
3.8%
57.5%
19.8%18.9%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
Teamster MFPE Non-Rep Police Fire
2022 Top 25% Earners by Union Representation
42.5%40.8%
57.5%59.2%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
2022 2021
Bottom 25% Earners by Gender
Female Male
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E. Policies and Practices to Impact Gender Pay Equity
The City is committed to continually improving policies and procedures to accomplish goals
related to diversity and pay equity. In efforts to continue to support pay equity, we have continued
to offer paid parental leave, providing a total of 4,311 hours of paid parental leave in 2022. We
continue to see positive impacts on recruitment and retention because of paid parental leave,
particularly among female employees and applicants. Additionally, regardless of increases in
healthcare costs, the City continued to offer a health insurance plan option that provides for family
coverage at no cost to the employee. Again, we continue to see positive impacts on recruitment
and retention as a result.
Graduate, 5.7%
Bachelors,
49.1%
Associates,
9.4%
Some College,
5.7%
High School
Diploma/GED,
30.2%
Less Than High
School, 0.0%
2022 Bottom 25% of Earners by Education
Level
47.2%49.1%
3.8%0.0%0.0%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
Teamster MFPE Non-Rep Police Fire
2022 Bottom 25% Earners by Union
Representation
363
The City continues to administer pay and benefits utilizing best practices. A thorough internal
classification analysis was conducted in early 2022 where assignments of positions to pay bands
was determined based on objective factors, primarily the requirements for each position as
established in the applicable class specification. This approach was consistent with the process
Human Resources follows when re-classifying a position or establishing pay for a new position.
The pay band is determined by considering other positions within the City that have comparable
requirements. Pay discrepancies within job classifications are explained by data in the City’s
Human Resources Information System, and often point to the number of years the incumbent has
been in the position and their level of education and experience at the time of hire.
Annual pay increases are based on established steps within pay ranges and are applied equally. In
efforts to provide transparency, pay rates continue to be publicly available for all positions, and
there is no prohibition or punishment for discussing pay with anyone, including co-workers,
supervisors, and Human Resources.
F. Historic Applicant and Employee Data Tracked for Specific Positions
1. Female Applicants for Police Officer Positions: The number of female applicants has
dropped significantly from 2021. This is due to a significant decrease in the total number
of applications received overall for the position of police officer.
2022 – 16 (14%)
2021 – 56
2020 – 14
2019 – 14
2018 – 29
2017 – 33
2016 – 30
2015 – 15
2. Female Police Officers on Staff: The number of female police officers on staff has
increased by one from the prior year.
2022 – 6 (10.2%)
2021 – 5 (8.1%)
2020 – 4 (6.9%)
2019 – 5 (8.3%)
2018 – 3 (6.9%)
2017 – 6 (9.2%)
2016 – 5 (7.7%)
2015 – 3 (4.6%)
2014 – 2 (3%)
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3. Female Applicants for Firefighter Positions: We started tracking this data in 2019 and did
not have a recruitment in 2020.
2022 – 7 (7%)
2021 – 3
2020 – N/A
2019 – 5
4. Female Firefighters on Staff: Our first two female firefighters were hired in 2019 and we
have retained them.
2022 – 2 (4.8%)
2021 – 2 (4.4%)
2020 – 2 (4.2%)
2019 – 2 (4.1%)
5. Female Teamster Employees on Staff: The number of female employees in the Teamster
union (Transportation & Engineering/Utilities/Parks/Facilities) has increased by two since
2021.
2022 – 9 (8.2%)
2021 – 7 (6.7%)
2020 – 8 (7.9%)
2019 – 7 (6.9%)
2018 – 6 (5.9%)
2017 – 6 (6.1%)
2016 – 7 (7.3%)
2015 – 5 (5.2%)
G. City of Bozeman Thrive Index Assessment
The City continues to review and uphold the objectives set forth in the THRIVE Index, as hiring
and employment practices are designed to be fair and equitable to all applicants and employees.
Comments in the table below have been updated to reflect the City’s progress in 2022.
365
CITY OF BOZEMAN AND THE THRIVE INDEX
Adequate wages and benefits City of
Bozeman
Comment
Are part-time workers paid the same (per hour,
including benefits) as full-time workers
performing the same or similar tasks?
Y
Are most part-time workers guaranteed a
minimum number of hours per week? If not, are
there ways they could be?
Y Some departments guarantee
a range of hours vs. a set
schedule - i.e. at least 12, but
not more than 18.
Departments continue to
offer various hours and
schedules in efforts to
accommodate employee
needs and availability. This
is particularly beneficial for
students when they are in
school.
Are workers who remain on the job for a
specified period of time eligible for a pay
increase?
Y Represented employees are
eligible for pay increases in
accordance with the
applicable collective
bargaining agreement.
Non-represented employees
are eligible for pay increases
within their established pay
band in accordance with the
City’s Employee Handbook.
In 2022, the City
implemented a new pay plan
for part-time and short-term
worker employees, providing
for the opportunity for an
annual pay increase in a
similar manner to full-time
employees.
Are workers who remain on the job for a
specified period of time eligible for paid sick
leave for themselves or to care for a family
member?
Y
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When job-skill demands or responsibilities
increase, are wages adjusted upward?
Sometimes The City works to ensure
employees are working
within their class
specifications.
Reclassifications and/or
promotions are the avenue
for pay increases, and
department heads request
those during the annual
staffing plan and budget
process.
Are workers paid for their entire scheduled shift,
even if business is slow?
Sometimes Non-exempt employees are
paid for the hours they work.
Shifts are not typically cut
short, but if there is an
urgent need to close a
facility, employees would
not be paid for the closure.
In this type of circumstance,
the City would make a
reasonable effort to look for
work in other
departments/facilities for the
affected employee(s). This
rarely happens.
Are hourly wages higher for nonstandard shifts,
such as nights or weekends?
Sometimes Employees are eligible for
“shift premiums” and other
types of additional
compensation such as “call-
out pay”, in accordance with
the applicable collective
bargaining agreement.
Opportunities for Upward Mobility
Do low-wage workers have opportunities for on-
the-job or cross-task training or outside
educational opportunities that can lead to upward
mobility?
Y
Can schedules accommodate workers’ pursuit of
educational opportunities?
Sometimes The City makes every effort
to accommodate employees’
requests for time off and/or
modified schedules in order
to support educational
opportunities. When the
367
education is considered
relevant and/or necessary for
the employee’s position, the
employee may be allowed
paid time to study, etc.
Based on the need to
efficiently and safely operate
City business, not every
request can be granted every
time.
When skill demands or job responsibilities
increase, is training provided for newly assigned
tasks?
Y
Can workers cross-train in different areas to
increase their flexibility and value to the company
(recognizing that outsourcing of some functional
areas or other factors may prohibit this)?
Y
Are there opportunities for upward mobility
within the company that do not require
geographic relocation?
Y
Support for personal and family needs
Can worker breaks be scheduled to accommodate
the need for phone calls at pre-specified times for
working caregivers?
Y
Are occasional calls for urgent matters allowable?
Can children or caregivers call an employee at
work when necessary?
Y
Are workers who remain on the job for a
specified period of time eligible during their
regular work hours to care for their health or a
family member’s without losing pay (e.g., able to
leave for an hour or two for a trip to the doctor)?
Y
Can personal time be taken in small increments of
an hour or two (for doctor’s appointments,
parent-teacher conferences, educational
opportunities, etc.)?
Y
Do you offer paid or unpaid maternity or
paternity leave for workers? Is the length of this
leave negotiable?
Y Up to eight weeks of paid
parental leave is provided to
both parents. Additional paid
time is offered through
employee accruals and Sick
Leave Bank and Direct
Donation policies, and can
368
be used for the entire
absence (at 100% pay).
Work scheduling, predictability, and flexibility
Is there a systematic way for workers to
communicate their preferences for hours and
schedules? If not, could some such system be
implemented?
Y
Does the shift/hours scheduling system take
account of workers’ constraints and preferences?
Y
Are work schedules announced more than a day
or two in advance? Can workers trade shifts with
colleagues when time conflicts develop (allow
“shift-swapping”)?
Y
If workers are asked to stay beyond the end of
scheduled shifts to finish assignments or for
administrative procedures, are they given advance
notice of when this may be required?
Y
Does the measured workload take into account
the quality or difficulty of tasks along with
simpler measures of the number of customers,
clients, or patients?
Y
Autonomy, respect, and trust
Are workers protected from “no-fault” absence or
tardiness policies (ones that lead to disciplinary
actions or dismissal, even for excused absences)?
Y
Are workers allowed or encouraged to contribute
ideas to better organize or improve their work
teams or work areas?
Y
Can workers occasionally make personal phone
calls?
Y
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Tuesday, April 4, 2023
Special Presentation: Equal Pay Update
370
Special Presentation: Equal Pay Update
2022 Results
State of Montana
•Estimates for 2021 suggest women in the state of Montana
earned between 54% and 80%, depending on education, of
the median earnings of their male coworkers.
City of Bozeman
•For the year ending 2022, women employed by the City of
Bozeman earned between 69% and 96%, depending on
education, of the median earnings of their male coworkers.
371
Special Presentation: Equal Pay Update
Source: United States Census Bureau, American Community Survey, 2021
372
Special Presentation: Equal Pay Update
Source: City of Bozeman, Human Resources Department, 12/31/2021 & 12/31/2022
373
Special Presentation: Equal Pay Update
Gender Diversity
374
Special Presentation: Equal Pay Update
Top 25% Earners
375
Special Presentation: Equal Pay Update
Top 25% Earners
376
Special Presentation: Equal Pay Update
Bottom 25% Earners
377
Special Presentation: Equal Pay Update
Bottom 25% Earners
378
Special Presentation: Equal Pay Update
Thrive Index
Made up of workplace policies determined to have the greatest impact
on the well-being and productivity of low-wage women workers.
Sections:
Adequate wages and benefits
2022 implemented new pay plan for part-time and short-term
workers providing opportunities for pay increases.
Opportunities for learning and upward mobility
Support for personal and family needs
Work scheduling, predictability, and flexibility
Autonomy, respect, and trust
379
Special Presentation: Equal Pay Update
Continued Efforts
•4,311 hours of paid parental leave provided in 2022
•Internal classification analysis
•Continued implementation of robust “pay request” procedure
•Publically available pay information
380
Tuesday, April 4, 2023
Special Presentation: Equal Pay Update
Thank You
381
Memorandum
REPORT TO:City Commission
FROM:Dani Hess, Community Engagement Coordinator
SUBJECT:Belonging in Bozeman - Equity & Inclusion Plan Quarterly Update
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:None
STRATEGIC PLAN:3.3 Friendly Community: Ensure Bozeman continues to welcome diversity
through policies and public awareness.
BACKGROUND:This is the second quarterly update for the development of the city's Equity
& Inclusion Plan. The Belonging in Bozeman Equity & Inclusion Plan follows
through on the commitment made in both Resolution 5384 establishing the
City as a City for CEDAW, as well as the Inclusive City Report to develop a
community wide action plan.
The Equity & Inclusion Plan is guided by existing data from the Equity
Indicators Project, ongoing data collection efforts set forth in the CEDAW
resolution, and will recommend polices, practices, and programs to address
disparities found in the data. The purpose of the plan is to ensure that every
resident, visitor, and City of Bozeman employee feels welcomed, valued, and
can thrive no matter their race, identity, or life circumstance.
Highlights from the work that has occurred in the past quarter include the
project Kick-off Event on March 7th, the first Steering Committee meeting
on March 22nd, preparing to onboard three Community Liaisons, and
undertaking the first steps to draft sections of the plan including a historical
narrative and vision statements.
This presentation also marks one year since the City's adoption of Resolution
5384 designating Bozeman as a City for the Convention for the Elimination of
Discrimination Against Women (CEDAW). Progress on the four commitments
made in Resolution 5384 are included in this report:
1. Ongoing data collection and intersectional analysis, when possible,
of disparities across race, ethnicity, gender identity, sexual
orientation, ability, age and socioeconomic circumstances – including
in CEDAW priority areas of community safety, health and well-being,
and economic security
Staff have revisited existing data sharing agreements based on
382
the Equity Indicators project to continue to compile and collect
best available data disaggregated where possible;
Staff are participating in a process with the Migrant Community
Coordination group and data experts at local firm SciGaia, to
improve data collection and sharing on the growth and
contributions of the Spanish-speaking community in Gallatin
County;
Staff are building the hub that will provide a public platform to
share, report, and provide access to the data behind the Equity
Indicators.
2. The Economic Vitality Board as the oversight body to ensure that
appropriate and timely actions are taken
Staff will provide monthly updates throughout the development
of the Equity & Inclusion Plan to the Economic Vitality Board;
Staff will conduct two work sessions with the Economic Vitality
Board throughout the development of the Equity & Inclusion
Plan to receive input from the board before they make their
recommendation to City Commission for final plan adoption in
Fall 2023.
3. The development and implementation of a 3-5 year Equity &
Inclusion Action Plan based on data to improve practices, programs,
and policies to close gaps and address disparities
Over the past year, staff have largely been focused on this item
and have worked to:
Establish the internal Belonging in Bozeman core team to
guide this effort internally;
Procure the necessary capacity, professional services and
experience provided by the Morten Group, LLC.;
Develop and strengthen relationships with community
partners to form a Steering Committee composed of 20+
representatives to guide the effort externally;
Establish three new part-time, short-term staff positions
called Community Liaisons to engage underrepresented
communities in the development of the plan;
Create a Community Engagement Plan to guide the
process of bringing in lived experiences, local expertise,
and community voice into the development of the plan;
Begun implementation of the Community Engagement
Plan and hosted the Equity & Inclusion Project Launch
Event with nearly 100 community members and
organizational partners on March 7th;
Convened the first monthly Steering Committee meeting
on March 22nd;
Begun the process to develop the first section of the plan
- a narrative of the history of the greater Bozeman area
through the lens of marginalized communities.
4. An annual report on the progress of the Equity and Inclusion Action
Plan with specific mention of activities and accomplishments related
383
to CEDAW.
Tonight's presentation provides the first report out on progress
related to CEDAW priorities and the development of the Equity
& Inclusion Plan.
The Bozeman City Commission will continue to receive quarterly updates on
the development of the plan. The draft plan is anticipated to come before
Economic Vitality Board and the City Commission for review and approval in
Fall 2023. The next quarterly update will occur in July 2023.
A project page on Engage Bozeman can be found at
engage.bozeman.net/belonging
UNRESOLVED ISSUES:None
ALTERNATIVES:None
FISCAL EFFECTS:This project is funded in the City Manager's budget for FY 23.
Report compiled on: March 22, 2023
384
Memorandum
REPORT TO:City Commission
FROM:Tom Rogers, Senior Planner
Chris Saunders, Community Development Manager
Erin George, Deputy Director of Community Development
Anna Bentley, Director of Community Development
SUBJECT:The North 8th Zone Map Amendment Requesting Amendment of the City
Zoning Map to Change the Zoning on 0.4828 Acres from R-4 (High Density
Residential District) to R-5 (Residential Mixed-Use High Density District),
Located on the Southwest Corner of North 8th Avenue and West Lamme
Street, Application 22366
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Community Development - Legislative
RECOMMENDATION:Having reviewed and considered the staff report, application materials,
public comment, recommendation of the Community Development Board,
and all information presented, I hereby adopt the findings presented in the
staff report for application 22366 and move to approve the North 8th Zone
Map subject to contingencies required to complete the application
processing.
STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning,
ranging from building design to neighborhood layouts, while pursuing urban
approaches to issues such as multimodal transportation, infill, density,
connected trails and parks, and walkable neighborhoods.
BACKGROUND:The owner, Dark Horse Properties, LLC, and applicant, Intrinsik Architecture,
submitted an application to rezone three parcels totaling 0.4828 acres from
R-4 to R-5. The properties currently host a variety of residential and
accessory structures with alley access.
Future development plans were not submitted, or required, with the
application. However, based on the applicant narrative it appears future
development will be residential with the possibility utilization of the
affordable housing incentives. The property is directly adjacent to the
Midtown Urban Renewal District but not within the boundaries of the
district.
The primary differences between the R-4 and R-5 districts are in permitted
uses and dimensional standards. R-5 allows limited restaurant and retail uses
and requires less land area per residential unit, allows 10 more feet of height
385
or five stories, smaller setbacks, less parking, and no restrictions on lot
coverage.
Application materials can be viewed on the City’s development map at the
following link.
https://weblink.bozeman.net/WebLink/Browse.aspx?
id=270076&dbid=0&repo=bozeman
An application in association with the 2018 code update proposed modifying
the zoning on numerous properties adjacent to Lamme Street from R-4 to R-
5, Application 15320. The application included the properties associated
with this application. All properties on the south side of Lamme Street from
North 8th west to North 11th were included with this application. The
review of the application was analyzed under the previous Bozeman
Community Plan. The Commission heard considerable public comment. On
June 27, 2016 the Commission voted to deny the application on a 2:3 vote.
The present application is not limited by the prior decision.
UNRESOLVED ISSUES:None identified at this time.
ALTERNATIVES:1. Approve the application with contingencies as presented;
2. Deny the application based on findings of non-compliance with the
applicable criteria contained within the staff report; or
3. Open and continue the public hearing, with specific direction to staff or
the applicant to supply additional information or to address specific items.
FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds
will be changed by this zone map amendment.
Attachments:
22366 North 8th Ave ZMA CC SR.pdf
Report compiled on: March 20, 2023
386
Page 1 of 23
22366, Staff Report for the North 8th Zone Map Amendment
Public Hearing Date(s):
Community Development Board acting in their capacity as the Zoning Commission will
hold a public hearing on March 6, 2023 at 6:00 pm.
City Commission public hearing will be held on April 4, 2023 at 6:00 pm.
Project Description: The North 8th zone map amendment requesting amendment of the City
Zoning Map to change the zoning on 0.4828 acres from R-4 (High Density Residential
District) to R-5 (Residential Mixed-Use High Density District). Located on the southwest
corner of North 8th Avenue and West Lamme Street.
Project Location: The property is generally located on the southwest corner of North 8th
Avenue and West Lamme Street and more particularly described as Lots 1, 2, 3, 4, 5 and
6, Block 7, Springbrook Addition to Bozeman, [Plat B-24], located in the Northeast
Quarter of Section 12, Township 2 South (T2S), Range 5 East (R5E), P.M.M., City of
Bozeman, Gallatin County, Montana.
Recommendation: Meet standards for approval
Recommended Community Development Board Motion: Having reviewed and considered
the staff report, application materials, public comment, and all information presented, I
hereby adopt the findings presented in the staff report for application 22366 and move to
recommend approval of the North 8th Zone Map Amendment, with contingencies required
to complete the application processing.
Recommended City Commission Zoning Motion: Having reviewed and considered the staff
report, application materials, public comment, recommendation of the Community
Development Board, and all information presented, I hereby adopt the findings presented
in the staff report for application 22366 and move to approve the North 8th Zone Map
subject to contingencies required to complete the application processing.
Report Date: March 7, 2023
Staff Contact: Tom Rogers, Senior Planner
Lance Lehigh, City Engineer
Agenda Item Type: Action – Legislative
EXECUTIVE SUMMARY
Unresolved Issues
None identified at this time.
387
22366 Staff Report for the North 8th Zone Map Amendment Page 2 of 23
Project Summary
The owner, Dark Horse Properties, LLC, and applicant, Intrinsik Architecture, submitted an
application to rezone three parcels totaling 0.4828 acres from R-4 to R-5. The properties
currently host a variety of residential and accessory structures with alley access.
Future development plans were not submitted, or required, with the application. However,
based on the applicant narrative it appears future development will be residential with the
possibility utilization of the affordable housing incentives. The property is within the
Neighborhood Conservation Overlay District (NCOD) but is not within a designated historic
district and directly adjacent to the Midtown Urban Renewal District but not within the
boundaries of the district.
The primary differences between the R-4 and R-5 districts are in permitted uses and
dimensional standards. R-5 allows limited restaurant and retail uses and requires less land area
per residential unit, allows 10 more feet of height or five stories, smaller setbacks, less parking,
and no restrictions on lot coverage.
Application materials can be viewed on the City’s development map at the following link.
https://weblink.bozeman.net/WebLink/Browse.aspx?id=270076&dbid=0&repo=bozeman
An application in association with the 2018 code update proposed modifying the zoning on
numerous properties adjacent to Lamme Street from R-4 to R-5, Application 15320. The
application included the properties associated with this application. All properties on the south
side of Lamme Street from North 8th west to North 11th were included with this application.
The review of the application was analyzed under the previous Bozeman Community Plan.
The Commission heard considerable public comment. On June 27, 2016 the Commission voted
to deny the application on a 2:3 vote.
Community Development Board (Zoning Commission) Summary
The Community Development Board acting in their capacity as the Zoning Commission held
a public hearing on March 6, 2023 and voted 5:2 recommend the requested zoning to the City
Commission. In general the Board found that the application to be promotive of the
Community Plan, provide a buffer to the B-2M zones, and noted the location to support greater
density and a mix of uses. On the other, the dissenters focused on neighborhood character and
the existing built environment and that R-4 may provide the needed residential.
https://bozeman.granicus.com/player/clip/1973?view_id=1&redirect=true&h=d685770ddb59
9801b53e7b52769d7dca
388
22366 Staff Report for the North 8th Zone Map Amendment Page 3 of 23
Alternatives
1. Approve the application with contingencies as presented;
2. Deny the application based on findings of non-compliance with the applicable criteria
contained within the staff report; or
3. Open and continue the public hearing, with specific direction to staff or the applicant to
supply additional information or to address specific items.
389
22366 Staff Report for the North 8th Zone Map Amendment Page 4 of 23
TABLE OF CONTENTS
EXECUTIVE SUMMARY ...................................................................................................... 1
Unresolved Issues ............................................................................................................... 1
Project Summary ................................................................................................................. 2
Community Development Board (Zoning Commission) Summary ................................... 2
Alternatives ......................................................................................................................... 3
SECTION 1 - MAP SERIES .................................................................................................... 5
SECTION 2 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT..... 8
SECTION 3 - RECOMMENDATION AND FUTURE ACTIONS ........................................ 8
SECTION 4 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ............. 9
Section 76-2-304, MCA (Zoning) Criteria ......................................................................... 9
PROTEST NOTICE FOR ZONING AMENDMENTS ......................................................... 20
APPENDIX A - DETAILED PROJECT DESCRIPTION AND BACKGROUND .............. 20
APPENDIX B - NOTICING AND PUBLIC COMMENT .................................................... 21
APPENDIX C - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 21
APPENDIX D - OWNER INFORMATION AND REVIEWING STAFF............................ 23
FISCAL EFFECTS ................................................................................................................. 23
ATTACHMENTS ................................................................................................................... 23
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SECTION 1 - MAP SERIES
Figure 1: Vicinity Map
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Figure 2: Future Land Use Map
R-4 Zone
R-2 Zone
Community
Commercial
Mixed
Designation
Urban
Neighborhood
Designation
Public
Institutions
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Figure 3: Current Zoning Map
B-2M Zoning
R-4
Zoning PLI
Zoning
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SECTION 2 - RECOMMENDED CONTINGENCIES OF ZONE MAP
AMENDMENT
Please note that these contingencies are necessary for the City to complete the process of the
proposed amendment.
Recommended Contingencies of Approval:
1. That all documents and exhibits necessary to establish the amended municipal zoning
designation of R-5 shall be identified as the “North 8th Zone Map Amendment”.
2. The applicant must submit a zone amendment map, titled “North 8th Zone Map
Amendment”, acceptable to the Director of Public Works, as a PDF which will be utilized
in the preparation of the Ordinance to officially amend the City of Bozeman Zoning Map.
Said map shall contain a metes and bounds legal description of the perimeter of the subject
property including adjacent rights-of-way, and total acreage of the property.
3. The Ordinance for the Zone Map Amendment shall not be drafted until the applicant
provides an editable metes and bounds legal description prepared by a licensed Montana
surveyor.
SECTION 3 - RECOMMENDATION AND FUTURE ACTIONS
Having considered the criteria established for a zone map amendment, the Staff recommends
approval as submitted. The Development Review Committee (DRC) considered the
amendment on December 28, 2022. The DRC did not identify any infrastructure or regulatory
constraints that would impede the approval of the application.
The Community Development Board acting in their capacity as the Zoning Commission will
hold a public hearing on this zone map amendment on March 6, 2023. The meeting will begin
at 6 p.m. in the Commission Room at City Hall, 121 N. Rouse Ave, Bozeman, Montana,
Members of the public will also be able to participate remotely via WebEx. Instructions for
joining the WebEx meeting will be included on the meeting agenda which is published on the
City’s website at least 48 hours prior to the meeting.
The City Commission will hold a public meeting on the zone map amendment on April 4,
2023. The meeting will begin at 6 p.m. in the Commission Room at City Hall, 121 N. Rouse
Ave, Bozeman, Montana, the City Commission will conduct a public hearing on the proposed
Zone Map Amendment application. Members of the public will also be able to participate
remotely via WebEx. Instructions for joining the WebEx meeting will be included on the
meeting agenda which is published on the City’s website at least 48 hours prior to the meeting.
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SECTION 4 - ZONE MAP AMENDMENT STAFF ANALYSIS AND
FINDINGS
In considering applications for plan approval under this title, the advisory boards and City
Commission must consider the following criteria (letters A-K). As an amendment is a legislative
action, the Commission has broad latitude to determine a policy direction. The burden of proof
that the application should be approved lies with the applicant.
A zone map amendment must be in accordance with the growth policy (criteria A) and be designed
to secure safety from fire and other dangers (criteria B); promote public health, public safety, and
general welfare (criteria C); and facilitate the provision of transportation, water, sewerage, schools,
parks and other public requirements (criteria D). Therefore, to approve a zone map amendment the
Commission must find Criteria A-D are met.
In addition, the Commission must also consider criteria E-K, and may find the zone map
amendment to be positive, neutral, or negative with regards to these criteria. To approve the zone
map amendment, the Commission must find the positive outcomes of the amendment outweigh
negative outcomes for criteria E-K. In determining whether the criteria are met, Staff considers the
entire body of regulations for land development. Standards which prevent or mitigate negative
impacts are incorporated throughout the entire municipal code but are principally in Chapter 38,
Unified Development Code.
Section 76-2-304, MCA (Zoning) Criteria
A. Be in accordance with a growth policy.
Criterion met. The BCP 2020, Chapter 5, p. 73, in the section titled Review Criteria for Zoning
Amendments and Their Application, discusses how the various criteria in 76-2-304 MCA are
applied locally. Application of the criteria varies depending on whether an amendment is for
the zoning map or for the text of Chapter 38, BMC. The first criterion for a zoning amendment
is accordance with a growth policy.
Future Land Use Map
The proposed amendment is a change to the zoning map. Therefore, it is necessary to analyze
compliance with the future land use map. Chapter 3 of the BCP 2020 addresses the future land
use map. The introduction to that chapter discusses the importance of the chapter. Following
are some excerpts.
“Future land use is the community’s fundamental building block. It is an illustration
of the City’s desired outcome to accommodate the complex and diverse needs of
its residents.”
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“The land use map sets generalized expectations for what goes where in the
community. Each category has its own descriptions. Understanding the future land
use map is not possible without understanding the category descriptions.”
The area of this application is within the urban area in the City’s adopted land use plan. As
shown on the maps in Section 1, the property is designated as Urban Neighborhood. The
subject property is surrounded by other Urban Neighborhood designated properties. The Urban
Neighborhood designation description reads:
“This category primarily includes urban density homes in a variety of types, shapes,
sizes, and intensities. Large areas of any single type of housing are discouraged. In
limited instances, an area may develop at a lower gross density due to site
constraints and/or natural features such as floodplains or steep slopes.
Complementary uses such as parks, home-based occupations, fire stations,
churches, schools, and some neighborhood-serving commerce provide activity
centers for community gathering and services. The Urban Neighborhood
designation indicates that development is expected to occur within municipal
boundaries. This may require annexation prior to development.
Applying a zoning district to specific parcels sets the required and allowed density.
Higher density residential areas are encouraged to be, but are not required or
restricted to, proximity to commercial mixed use areas to facilitate the provision of
services and employment opportunities without requiring the use of a car.”
The correlation between the future land use map of the growth policy and the zoning districts
is presented in Table 4 of the Bozeman Community Plan 2020. As shown in the following
excerpt from Table 4, the R-5 district is an implementing district of the Urban Neighborhood
category.
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The Applicant narrative makes a strong case in support of the requested zone change. Although
a number of the arguments are spurious Staff generally concurs with these findings. The
Argument chapter covers many of the review criteria detailing the Location & Transportation,
Residential Focused Mixed-Use, and Form & Intensity Considerations. In addition, the
applicant provided specific comment on the State required review criteria.
Goals and Policies
A zoning amendment is also evaluated against the goals and policies of the BCP 2020. Most
of the goals and policies are not applicable to this application. Relevant goals and objectives
have been identified by staff. Conflict with the text of the growth policy hasn’t been identified.
The Short Term Action list on page 63 of the BCP 2020 describes 14 items to implement the
growth policy. The first two relate to direct changes to the zoning map in support of listed
goals and objectives. These include increasing the intensity of zoning districts in already
developed areas. Beginning on page 71 of the BCP 2020 in the section titled Zoning
Amendment Review, the document discusses how the City implements zoning for new areas,
amendments to areas, and revisions to existing text. This section includes a discussion of when
the City may initiate a zoning change to a more intensive district to increase development
opportunities. This section demonstrates that the City, as a matter of policy, is supportive of
more intensive zoning districts and development, even within already developed areas. This
policy approach does not specify any individual district but does lean towards the more
intensive portion of the zoning district spectrum.
The Community Plan includes several goals and objectives that are broadly served through
this application in addition of the analysis provided by the applicant, including:
The R-5 zoning district is promotive of the City’s desire for higher density, urban-scale
development with a diverse mixture of possible uses. The R-5 district can help to absorb a
portion of the growth that is projected for the City and allows limited commercial activity to
support that residential activity. Supported goals include the following:
“Goal N-3: Promote a diverse supply of quality housing units.”
The R-5 district allows construction of the full range of residential buildings in the City. This
supports the opportunity for diversity of supply. Quality of housing cannot be assessed at this
time but will be reviewed with subsequent development review for compliance with adopted
standards. The City’s Community Housing Needs Assessment documented a shortage of
housing within the City and encourages additional housing construction.
“Goal DCD-1: Support urban development within the City.”
The proposed zoning is the City’s most intense residential zoning district. Minimum densities
are higher and parking requirements are less. Any future development will be required to occur
at urban densities and will be within the City.
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“DCD-2.2 Support higher density development along main corridors and at high visibility
street corners to accommodate population growth and support businesses.”
The subject property is near two primary commercial areas of the City; downtown and north
seventh. In addition, Mendenhall is a designated Minor Arterial street and N 7th is a Principal
Arterial according to the Bozeman Area Transportation Plan, 2017 Update. Direct access to
11th Avenue, a Collector street, to the west provides additional access to the property.
Staff finds a neutral finding for Goal N-1: Support well-planned, walkable neighborhoods and
specifically, objective N-1.1 Promote housing diversity, including missing middle housing.
The R-5 district is designed to support apartments through higher minimum densities although
it does allow for a wide range of housing types. However, the design standards associated with
R-5 will significantly evolve the character of the street. Currently, the street face is comprised
with detached single story residential structures. The existing development in the area is below
the permitted intensity allowed by the R-4 district. The more permissible standards of the R-5
district will encourage less housing variety and increase the bulk and mass of future buildings
through the increased minimum density, reduced parking, and lot coverage standards. This
theme is co-listed with Goal N-3: Promote a diverse supply of quality housing units and
objective N-3.8 that is intended to promote the development of "Missing Middle" housing (side
by side or stacked duplex, triplex, live-work, cottage housing, group living, rowhouses/
townhouses, etc.) as one of the most critical components of affordable housing.
The subject property and adjacent R-4 zoned properties do not maximize permitted intensity.
As noted above, nearly all residential structures are single-story and have a mass and scale
representative of single-household homes. The question of character highlights a central theme.
Would R-4 or R-5 zoning promote the unique character of the district more appropriately? The
R-5 zone encourages larger development and more density through decreased lot coverage,
less parking, more height, allows commercial uses, and an increase in minimum density. On
the other hand, if fully developed, the R-4 zone allows considerably more mass and bulk than
currently constructed.
The Bozeman Community Plan 2020, Chapter 5, page 72, includes a discussion of what
justifications support a change in zoning. This application addresses two of those justifications.
First, a change in correlation between zoning and growth policy, and second, the owner
requests the change and can meet required standards. This report determines the required
standards can be met. No material conflicts with the growth policy have been identified.
Considering this analysis as a whole, staff finds this criterion is met and the application is in
accordance with the growth policy.
B. Secure safety from fire and other dangers.
Criterion met. The subject property is currently served by City of Bozeman Fire and Police
Departments. The property is developed with residential structures and associated accessory
buildings. Future development of the property will be required to conform to all City of
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Bozeman public safety, building and land use requirements, which will ensure this criterion is
met. The change from R-4 to R-5 is not likely to adversely impact safety from fire and other
dangers.
C. Promote public health, public safety, and general welfare.
Criterion met. City development standards included in Chapter 38, Unified Development
Code, building codes, and engineering standards all ensure that this criterion is met. Adequate
water and sewer supply and conveyance provide for public health through clean water. Rapid
and effective emergency response provides for public safety. The City’s standards ensure that
adequate services are provided prior to building construction which advances this criterion.
General welfare has been evaluated during the adoption of Chapter 38 and found to be
advanced by the adopted standards. Provision of parks, control of storm water, and other
features of the City’s development standards also advance the general welfare. Compliance
with the BCP 2020 as described in Section 4, Criterion A, shows advancement of the well-
being of the community as a whole. See also Criterion B.
D. Facilitate the provision of transportation, water, sewerage, schools, parks and other
public requirements.
Criterion met. The City conducts extensive planning for municipal transportation, water,
sewer, parks, and other facilities and services provided by the City. The adopted plans allow
the City to consider existing conditions and identify enhancements needed to provide
additional service needed by new development. The City implements these plans through its
capital improvements program that identifies individual projects, project construction
scheduling, and financing of construction. Water service lines surrounds the property. An
existing sewer service is adjacent to the properties to the east.
The proposed amendment will enable more intensive development than the zoning that exists
now. The new zoning also provides for a range of uses and possible intensity of development.
It is difficult to state definitively what level of services are required by the zoning. As stated
in 38.300.020.C, the designation of a zoning district does not guarantee approval of new
development until the City verifies the availability of needed infrastructure. All zoning districts
in Bozeman enable a wide range of uses and intensities. At time of future subdivision or site
plan review the need for individual services can be more precisely determined. No subdivision
or site plan is approved without demonstration of adequate capacity and conformance with
adopted standards.
38.300.020.C, “Placement of any given zoning district on an area depicted on the
zoning map indicates a judgment on the part of the city that the range of uses
allowed within that district are generally acceptable in that location. It is not a
guarantee of approval for any given use prior to the completion of the appropriate
review procedure and compliance with all of the applicable requirements and
development standards of this chapter and other applicable policies, laws and
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ordinances. It is also not a guarantee of immediate infrastructure availability or a
commitment on the part of the city to bear the cost of extending services.”
E. Reasonable provision of adequate light and air.
Criterion met. This criterion is not about individual preferences for a given degree of visual
openness but about preservation of public health. The R-5 district provides adequate light and
air through the Bozeman Unified Development Code’s standards for park and recreation
requirements, on-site open space for residential uses, maximum building height, lot coverage,
and setback requirements.
The form and intensity standards, Division 38.320, provide minimum lot areas, lot widths, lot
coverage and maximum floor area ratios, and prescribe require minimum separation from
property lines and limits building heights. Section 38.520.030 requires building placement to
ensure access to light and air. Division 38.420 and Section 38.520.060 require dedication of
parks and on-site open spaces to meet needs of residents. The standards provide a reasonable
provision of adequate light and air.
In addition to the zoning standards, adopted building codes contain more detailed requirements
for air circulation, window placement, and building separation that further ensure the intent of
this criterion is satisfied.
F. The effect on motorized and non-motorized transportation systems.
Criterion met. The requested change in zoning from R-4 to R-5 will not itself impact the
motorized and non-motorized transportation system. The transportation is complete that serves
the property. Future land uses and intensity of development are not entirely known. R-5 zoning
allows some commercial activity, but due to the size and configuration of the lot significant
additional traffic would not be anticipated. However, future development may have to provide
a traffic impact statement to identify potential impacts and corrective action.
Future development and redevelopment of the property will be required to comply with
transportation-related standards and reviewed for impacts on the surrounding streets,
intersections, and sidewalks, and improvements to the transportation network to serve the site,
which will improve the overall transportation system. These improvements include provisions
for non-motorized transportation systems. The change in zoning district will have minimal
effect on required road improvements, pedestrian or bicycle facilities, or similar compliance
with standards.
Multiple addresses are involved with this application. Using 119 N 8th as a basis, the Walk
Score is 88, a Transit Score of 24, and a Bike Score of 71. According to Walk Score® the walk
score measures the walkability of any address based on the distance to nearby places and
pedestrian friendliness.
90 – 100 Walker’s Paradise. Daily errands do not require a car.
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70 – 89 Very Walkable. Most errands can be accomplished on foot.
50 – 69 Somewhat walkable. Some errands can be accomplished on foot.
25 – 49 Car-Dependent. Most errands require a car.
0 – 24 Car-Dependent. Almost all errands require a car.
These values are provided by Walk Score, a private organization which presents information
on real estate and transportation through walkscore.com. The algorithm which produces these
numbers is proprietary. A score is not an indication of safety or continuity of services or routes.
Scores are influenced by proximity of housing, transit, and services and expected ability, as
determined by the algorithm, to meet basic needs without using a car. Sites located on the edge
of the community have lower scores than those in the center of the community as the area is
still under development and therefore diversity of uses is less than in fully established areas.
There are no adopted development standards relating to the walk score.
G. Promotion of compatible urban growth.
Criterion met. The future land use map designates the property Urban Neighborhood. The
Urban Neighborhood designation correlates with several zoning districts including R-5 zoning,
as proposed by the applicant. Based on the land use map designations and correlated zoning
districts in the plan and proposed by the applicant, the zone map amendment would promote
compatible urban growth.
The properties are within the Midtown Neighborhood Association area. Further, the properties
are near but not within the Neighborhood Conservation Overlay District (NCOD). The
Neighborhood Conservation Overlay District is an area that was created by the City of
Bozeman to recognize the historic core of the Bozeman community. It encompasses
Bozeman’s nine National Register of Historic Places historic districts, as well as the many
individual National Register listings. Please see Chapter 5 of the Bozeman Design Guidelines
for Historic Preservation and the Neighborhood Conservation Overlay District for a detailed
description of each historic district.
Individuals may have widely varying opinions about what constitutes compatibility.
Compatible development and Compatible land use are defined in Article 38.700.040 BMC to
establish a common reference for consideration of this criterion and application of
development standards. They are defined as:
“Compatible development. The use of land and the construction and use of structures
which is in harmony with adjoining development, existing neighborhoods, and the
goals and objectives of the city’s adopted growth policy. Elements of compatible
development include, but are not limited to, variety of architectural design; rhythm of
architectural elements; scale; intensity; materials; building siting; lot and building size;
hours of operation; and integration with existing community systems including water
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and sewer services, natural elements in the area, motorized and non-motorized
transportation, and open spaces and parks. Compatible development does not require
uniformity or monotony of architectural or site design, density or use.
Compatible land use. A land use which may by virtue of the characteristics of its discernible
outward effects exist in harmony with an adjoining land use of differing character. Effects
often measured to determine compatibility include, but are not limited to, noise, odor, light
and the presence of physical hazards such as combustible or explosive materials.”
As noted in the definition of Compatible development, there are many elements that
contributed to compatibility. The final sentence of the definition deserves emphasis
“Compatible development does not require uniformity or monotony of architectural or site
design, density or use.” Compatible development can be different than what is already in place.
The City has adopted a variety of standards to implement compatibility.
Both the R-4 and proposed R-5 district are predominantly residential districts. The allowed
uses for residential districts are set in 38.310.030. Review of Table 38.310.030.B – Permitted
accessory and non-residential uses in residential zoning districts shows the R-5 district is more
permissive for retail and restaurant activity although those differences are restricted in size and
configuration to retain compatibility with the primarily residential uses in the zoning district.
The form and intensity standards for residential districts are in 38.320.030. Comparing R-4
and R-5 reveals more differences than in permitted uses. The R-5 district allows more intensive
development. The more intensive development elements allowed in the R-5 district are subject
to additional development standards established in Article 38.5, Project Design, of the
municipal code. These standards address both site and building design to enable differing uses
and scales of development to be meet the definition of compatible in the municipal code and
presented above.
“Sec. 38.500.010. - Purpose.
This article (38.5) implements the Bozeman's growth policy. Overall, this article:
A. Provides clear objectives for those embarking on the planning and design of
development projects in Bozeman;
B. Preserves and protects the public health, safety, and welfare of the citizens of
Bozeman;
C. Ensures that new commercial and multi-household development is of high quality and
beneficially contributes to Bozeman's character;
D. Ensures that new developments within existing neighborhoods are compatible with,
and enhance the character of Bozeman's neighborhoods;
E. Promotes an increase in walking and bicycling throughout the City; F. Enhances the
livability of Bozeman's residential developments;
F. Maintains and enhances property values within Bozeman.”
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The City Commission has adopted standards to control development impacts and support
compatibility. The following excerpt from the BCP 2020, page 75 describes the City’s
approach.
“What combination of uses under what conditions can work well together? There is a wide
range of possible answers for each community to consider. Some communities take a
highly prescriptive worst-case view and try to restrain all possible points of perceived
conflict. This tends to create a very homogenous community with little interest or scope
for creativity. Bozeman takes a different approach. The worst case scenario is recognized
as unlikely, but possible. Development standards deal with the majority of cases, while
restraining extraordinary problems.
The City creates standards under items 1 through 3; when one district is adjacent to another
and is consistent with the growth policy, any physical conflicts will be minimal, if present
at all. The City’s zoning policy encourages continued development of mixed uses. … The
City uses the broad scope of its development standards to enable differing uses to be
successful near each other. This shows on the zoning map where districts providing a wide
diversity of uses are intermixed.”
Staff concludes that although the R-5 is not dissimilar to the surrounding zoning and is
compatible growth and comports with the BCP 2020. See also discussion for Criteria A & H.
H. Character of the district.
Criterion met. Section 76-2-302, MCA says “…legislative body may divide the municipality
into districts of the number, shape, and area as are considered best suited to carry out the
purposes [promoting health, safety, morals, or the general welfare of the community] of this
part.” Emphasis added.
This proposal amends the zoning map and not the text. Therefore, no element of this
amendment modifies the standards of any zoning district. The character of the districts as
created by those standards remains intact.
As noted above, the City Commission has latitude in considering the geographical extents of a
zoning district. It is not expected that zoning freeze the character of an area in perpetuity.
Rather, it provides a structured method to consider changes to the character. This is especially
true when applying zoning to undeveloped areas as any new construction will alter the physical
characteristics of the area.
The City has defined compatible development as:
“The use of land and the construction and use of structures which is in harmony with
adjoining development, existing neighborhoods, and the goals and objectives of the city's
adopted growth policy. Elements of compatible development include, but are not limited
to, variety of architectural design; rhythm of architectural elements; scale; intensity;
materials; building siting; lot and building size; hours of operation; and integration with
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existing community systems including water and sewer services, natural elements in the
area, motorized and non-motorized transportation, and open spaces and parks.
Compatible development does not require uniformity or monotony of architectural or
site design, density or use.”
The area that surround the subject properties are in a unique position for future change. For all
intents and purpose it is surrounded by significant transportation corridors and adjacent to large
swaths of B-2M zoning, one to of the City’s most intensive districts. Additionally, directly
across the street to the east is the boundary of the Midtown Urban Renewal District (MURD).
The MURD goal is to:
1. Promote Economic Development
2. Improve Multi-Modal Transportation
3. Improve, Maintain and Support Innovation in Infrastructure
4. Promote Unified, Human Scale Urban Design Goal
5. Support Compatible Urban Density Mixed Land Uses
Further, as noted above, the existing development is one of the City’s least congruent with
respect to permissible intensity. The City generally analyses compatible growth by the form
and intensity standards allowed by the existing zoning of the area, in this case R-4. The R-4
zoning for this area was adopted in 1991 by Ordinance No. 1332 based on the 1990 Bozeman
Area Master Plan.
The City has adopted many standards to identify and avoid or mitigate demonstrable negative
impacts of development. These will support the ability of future development in the proposed
R-5 district to be compatible with adjacent development’s residential and mixed-use
characteristics and uphold the unique character of the area.
The intent of the R-4 and R-5 districts are similar with the difference focused on the secondary
purpose. While the R-4 district focuses on associated service functions, R-5 relies on
residentially supportive commercial uses, emphasis added. Both districts provide for high-
density residential development through a variety of compatible housing types and
residentially supportive commercial uses in a geographically compact, walkable area to serve
the varying needs of the community's residents.
Permitted intensity and density are greater in the R-5 zone that the R-4 district. Considering
the location and proximity to significant commercial, entertainment, employment
opportunities, and transportation system to support intensification the change from R-4 to R-5
is considered in character with the district.
I. Peculiar suitability for particular uses.
Criterion met. Future uses for construction on the site are not finalized at this time, so the
suitability of the site for particular uses is not easily evaluated. However, considering the
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context of the site with the statements of intent in the applicant submittal further development
will occur and will likely be residential.
As shown in Figure 4, the property is bounded by B-2M zoning on the east and south, R-4 to
the west and north. The proposed R-5 district supports a greater variety uses that R-4. Final
determination of suitability will occur during the site development process.
The intent of the R-4 and R-5 districts are similar with the difference focused on the secondary
purpose. While the R-4 district focuses on associated service functions, R-5 relies on
residentially supportive commercial uses, emphasis added. Both districts provide for high-
density residential development through a variety of compatible housing types and
residentially supportive commercial uses in a geographically compact, walkable area to serve
the varying needs of the community's residents. Therefore, this criterion is met.
J. Conserving the value of buildings.
Neutral. The site has an existing two-household residential building with associated accessory
structure. R-5 zoning allows for more diverse development on the subject parcel. There is no
known data that suggests intensification adjacent to inholding properties diminished the value
of adjacent property or buildings, however, a perception of decreased value is often referenced.
Based on available evidence it appears that further intensification in increases the value of
property and buildings adjacent to those properties that experience development or
redevelopment.
The values of some buildings may improve in the future as new and improved amenities are
provided to the area as the site is developed according to the proposed R-5 district, while other
buildings’ values are unlikely to be impacted largely due to a robust real estate market and lack
of unmitigated offensive uses allowed by the proposed zoning district.
K. Encourage the most appropriate use of land throughout the jurisdictional area.
Criterion met. As stated above, the BCP 2020 illustrates the most appropriate use of the land
through the future land use map. This application generally complies with the BCP 2020 by
proposing zone map amendments of districts that continue to implement the future land use
map designations. In this case, urban neighborhood development has been identified by the
community as the most appropriate types of development for the property. The Unified
Development Code contains standards, protections and review processes to ensure the land is
developed in ways that are appropriate to a site’s context and according to the BCP 2020.
Similarly, as stated by the applicant, “…, the Community Plan illustrates the most appropriate
uses of land through the future land use map. The future land use map category in this case
identifies these parcels as urban neighborhood as the most appropriate type of development for
this property. The R-5 zoning district in this location will act as a transition zone between B-
2M mixed use commercial areas and the adjacent R- 4 zoned parcels to the west.”
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PROTEST NOTICE FOR ZONING AMENDMENTS
IN THE CASE OF WRITTEN PROTEST AGAINST SUCH CHANGES SIGNED BY THE OWNERS OF 25% OR MORE OF THE AREA OF THE LOTS WITHIN THE AMENDMENT AREA OR THOSE LOTS OR UNITS WITHIN 150 FEET FROM A LOT INCLUDED IN A PROPOSED CHANGE, THE AMENDMENT SHALL NOT BECOME EFFECTIVE EXCEPT
BY THE FAVORABLE VOTE OF TWO-THIRDS OF THE PRESENT AND VOTING MEMBERS OF THE CITY COMMISSION.
The City will accept written protests from property owners against the proposal
described in this report until the close of the public hearing before the City
Commission. Pursuant to 76-2-305, MCA, a protest may only be submitted by the
owner(s) of real property within the area affected by the proposal or by owner(s) of real
property that lie within 150 feet of an area affected by the proposal. The protest must be in
writing and must be signed by all owners of the real property. In addition, a sufficient
protest must: (i) contain a description of the action protested sufficient to identify the action
against which the protest is lodged; and (ii) contain a statement of the protestor's
qualifications (including listing all owners of the property and the physical address and
legal description of the property), to protest the action against which the protest is lodged,
including ownership of property affected by the action. Signers are encouraged to print
their names after their signatures. A person may in writing withdraw a previously filed
protest at any time prior to final action by the City Commission. Protests must be
delivered to the Bozeman City Clerk, 121 North Rouse Ave., PO Box 1230, Bozeman,
MT 59771-1230.
APPENDIX A - DETAILED PROJECT DESCRIPTION AND
BACKGROUND
The owner, Dark Horse Properties, LLC, and applicant, Intrinsik Architecture, submitted an
application to rezone three parcels totaling 0.4828 acres from R-4 to R-5. The properties
currently host a variety of residential and accessory structures with alley access.
Future development plans were not submitted, or required, with the application. However,
based on the applicant narrative it appears future development will be residential with the
possibility utilization of the affordable housing incentives. The property is within the
Neighborhood Conservation Overlay District (NCOD) but is not within a designated historic
district and directly adjacent to the Midtown Urban Renewal District but not within the
boundaries.
The primary differences between the R-4 and R-5 districts are in permitted uses and
dimensional standards. R-5 allows limited restaurant and retail uses and requires less land area
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22366 Staff Report for the North 8th Zone Map Amendment Page 21 of 23
per residential unit, allows 10 more feet of height or five stories, smaller setbacks, less parking,
and no restrictions on lot coverage.
Application materials can be viewed on the City’s development map at the following link.
https://weblink.bozeman.net/WebLink/Browse.aspx?id=270076&dbid=0&repo=bozeman
An application in association with the 2018 code update proposed modifying the zoning on
numerous properties adjacent to Lamme Street from R-4 to R-5, Application 15320. The
application included the properties associated with this application. All properties on the south
side of Lamme Street from North 8th west to North 11th were included with this application.
The review of the application was analyzed under the previous Bozeman Community Plan.
The Commission heard considerable public comment. On June 27, 2016 the Commission voted
to deny the application on a 2:3 vote.
APPENDIX B - NOTICING AND PUBLIC COMMENT
Notice was sent via US first class mail to all owners of property located inside the site and
within 200 feet of the perimeter of the site. The project site was posted with a copy of the
notice. The notice was published in the Legal Ads section of the Bozeman Daily Chronicle on
February 19 and 26, 2023. The Community Development Board hearing is scheduled for
March 6, 2023. The City Commission public hearing is scheduled for April 4, 2023.
As of the production of this report no public comment has been received.
APPENDIX C - PROJECT GROWTH POLICY AND PROPOSED ZONING
Adopted Growth Policy Designation:
The property has a future land use designation of: Urban Neighborhood.
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22366 Staff Report for the North 8th Zone Map Amendment Page 22 of 23
The Urban Neighborhood category primarily includes urban density homes in a variety of
types, shapes, sizes, and intensities. Large areas of any single type of housing are discouraged.
In limited instances, an area may develop at a lower gross density due to site constraints and/or
natural features such as floodplains or steep slopes. Complementary uses such as parks, home-
based occupations, fire
stations, churches, schools,
and some neighborhood-
serving commerce provide
activity centers for
community gathering and
services. The Urban
Neighborhood designation
indicates that development is
expected to occur within
municipal boundaries. This
may require annexation prior
to development. Applying a
zoning district to specific
parcels sets the required and
allowed density. Higher
density residential areas are
encouraged to be, but are not
required or restricted to,
proximity to commercial
mixed use areas to facilitate
the provision of services and
employment opportunities
without requiring the use of a
car.
Proposed Zoning Designation and Land Uses:
The applicant has requested R-5 (Residential Mixed-Use High Density).
The R-5 district provides for high-density residential development through a variety of
compatible housing types and residentially supportive commercial uses in compact, walkable
areas to serve the needs of the community’s residents. Single and multi-household dwellings
are allowed, along with offices and small-scale retail and restaurants as secondary uses. This
district is appropriate for areas adjacent to mixed-use districts and/or served by transit.
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22366 Staff Report for the North 8th Zone Map Amendment Page 23 of 23
A full list of permitted use can be view in tables 38.310.030.A and B.
APPENDIX D - OWNER INFORMATION AND REVIEWING STAFF
Owner: Dark Horse Properties, LLC, 8652 South 19th Avenue, Bozeman, MT 59715
Applicant: Intrinsik Architecture, LLC, 106 E Babcock, Suite 1A, Bozeman, MT 59715
Representative: Dark Horse Properties, LLC, 8652 South 19th Avenue, Bozeman, MT 59715
Report By: Tom Rogers, Senior Planner
FISCAL EFFECTS
No unusual fiscal effects have been identified. No presently budgeted funds will be changed by
this zone map amendment.
ATTACHMENTS
The full application and file of record can be viewed at the Community Development Department
at 20 E. Olive Street, Bozeman, MT 59715. In addition, application materials can be viewed on
the City’s development map at the following link.
https://weblink.bozeman.net/WebLink/Browse.aspx?id=270076&dbid=0&repo=BOZEMAN
409
Memorandum
REPORT TO:City Commission
FROM:Tom Rogers, Senior Planner
Chris Saunders, Community Development Manager
Erin George, Deputy Director of Community Development
Anna Bentley, Director of Community Development
SUBJECT:Bennett Annexation Application 22380 Requesting Annexation of 35.96
Acres and Adjacent Right-of-Way and Amending the City Zoning Map for the
Establishment of an Initial Zoning Designation of REMU (Residential
Emphasis Mixed-Use District). Addressed as 2650 and 2680 Bennett Blvd.
Approximately One-Half Mile West of South 19th Avenue on the South side
of Stucky Road. Application 22380
MEETING DATE:April 4, 2023
AGENDA ITEM TYPE:Community Development - Legislative
RECOMMENDATION:Recommended City Commission Annexation Motion:
Having reviewed and considered the staff report, application materials,
public comment, and all information presented, I hereby adopt the findings
presented in the staff report for application 22380 and move to approve the
Bennett Properties Annexation.
Recommended City Commission Zoning Motion:
Having reviewed and considered the staff report, application materials,
public comment, recommendation of the Zoning Commission, and all
information presented, I hereby adopt the findings presented in the staff
report for application 22380 and move to approve the Bennett Properties
Zone Map Amendment.
STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning,
ranging from building design to neighborhood layouts, while pursuing urban
approaches to issues such as multimodal transportation, infill, density,
connected trails and parks, and walkable neighborhoods.
BACKGROUND:The applicant and property owners seek to annex three parcels totaling
35.96 acres plus adjacent rights-of-way into the City limits and establish an
initial zoning of REMU, Residential Emphasis Mixed-Use district. The
property is currently zoned “Agriculture Suburban” (AS) within the County
administered Gallatin County Bozeman Area Zoning District (the Donut).
The property is adjacent and south of Stucky Road and bounded on the east
by Genesis Business Park, a County in holding, and Meadow Creek phase 1
410
park. Gran Cielo subdivision bounds the property on the southeast side
creating an extension of South 27th Avenue with additional undeveloped
property on the northwest side.
Considerable development is occurring in the vicinity including the Gran
Cielo subdivision, Nexus Point residential development, the Graf Street
development, and the West University property annexation to the north
across Stucky Road.
The Future Land Use Map in the Bozeman Community Plan (BCP) 2020
designates the property as “Urban Neighborhood” which includes the REMU
district as an implementing zoning district. Nearby municipal zoning to the
south is R-4 (Residential High Density district) to the southeast, R-3
(Residential Medium Density district) to the south and southwest, and R-4
(Residential High Density district) and R-5 (Residential High Density-Mixed
district) on the northwest side. The property is bordered by Stucky Road to
the north (a Bozeman classified Collector street). The proposed annexation
would bring in additional right of way to build out another section of Stucky
Road as would be required with future development. South 27th Avenue has
adequate right of way width.
The property currently hosts two residential structures being served with
City sewer service which was connected through an emergency connection
option the city offers. The construction of South 27th Avenue severed the
septic systems from the existing homes. The Gran Cielo development had
installed service adjacent to the structures.
The property has a recently installed 15 inch sewer main and 8 inch water
main (partial) running along the property to the west in South 27th Avenue
and on the south side in Graf Street. In addition an existing 21 inch sewer
main is in the Stucky road ROW.
This is the second annexation application for this property. The first
application (21331) was reviewed and approved by the City Commission on
March 22, 2022. A full video recording of the review can be viewed on the
Meeting Videos Webpage under "Past Meetings" and "City Commission".
Meeting Videos Webpage
Staff prepared the annexation agreement for the application to sign and
return to the City for final processing through adoption of an implementing
Resolution. The annexation agreement was not returned in the required
time period and the approval was voided pursuant to Term of annexation
No. 4. Although it is not articulated in the application narrative, it is Staff’s
understanding that the applicant was not comfortable with one of the Terms
of Annexation the Commission approved as part of the original application.
Term No. 12 required improvements to Stucky Road to accommodate all
users and address public safety to a City standard prior to occupancy of any
411
development on site.
At the time of the review and approval of the original application there were
no plans on the City’s Capital Improvement Plan (CIP) to allocate City
resources to make improvements to Stuck Road west of South 19th.
Subsequently the FY24-FY28 CIP included funds from the Street Impact Fee
Fund for improvements to Stucky Road from South 19th to Fowler Lane.
UNRESOLVED ISSUES:There are no identified conflicts on this application at this time.
ALTERNATIVES:1. Approve the application with contingencies as presented;
2. Approve the application with modifications to the recommended
zoning;
3. Deny the application based on findings of non-compliance with the
applicable criteria contained within the staff report; or
4. Open and continue the public hearing, with specific direction to staff or
the applicant to supply additional information or to address specific items.
FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds
will be changed by this Annexation or Zone Map Amendment.
Attachments:
22380 Bennett Annx II -Annex-ZMA CC SR.pdf
Report compiled on: March 20, 2023
412
Page 1 of 42
22380 Staff Report for the Bennett II Annexation and Zone Map Amendment
Public Hearing: Community Development Board acting in their capacity as the Zoning
Commission meeting is on March 6, 2023
City Commission meeting is on April 4, 2023
Project Description: Bennett Annexation application 22380 requesting annexation of 35.96
acres and amendment application 22380 of the City Zoning Map for the establishment
of a zoning designation of REMU (Residential Emphasis Mixed-Use District). 5532
Stucky Road (Readdressed to 2650 and 2680 Bennett Blvd.) approximately one -half
mile west of South 19th Avenue on the south side of Stucky Road.
Project Location: 2650 and 2680 Bennett Blvd. and generally located on the southeast corner
of Stucky Road and South 27th Avenue. Legally described as Tract 1 of COS 2632,
Tract 2 of COS 2725, and Tract 3 of COS 2532, located in Section 23, Township Two
South (T2S), Range Five East (R5E) of P.M.M., Gallatin County, Montana.
Recommendation: Meets standards for approval with terms of annexation and contingencies.
Recommended Community Development Board Motion: Having reviewed and considered
the staff report, application materials, public comment, and all information presented,
I hereby adopt the findings presented in the staff report for application 22380 and move
to recommend approval of the Bennett Properties Zone Map Amendment, with
contingencies required to complete the application processing.
Recommended City Commission Annexation Motion: Having reviewed and considered the
staff report, application materials, public comment, and all information presented, I
hereby adopt the findings presented in the staff report for application 22380 and move
to approve the Bennett Properties Annexation.
Recommended City Commission Zoning Motion: Having reviewed and considered the staff
report, application materials, public comment, recommendation of the Zoning
Commission, and all information presented, I hereby adopt the findings presented in
the staff report for application 22380 and move to approve the Bennett Properties Zone
Map Amendment.
Report Date: March 7, 2023
Staff Contact: Tom Rogers, Senior Planner
Lance Lehigh, City Engineer
Agenda Item Type: Action - Legislative
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Staff Report for the Bennett Annexation and ZMA, Application 22380 Page 2 of 42
EXECUTIVE SUMMARY
This report is based on the application materials submitted and public comment received to
date. This report addresses both the zoning amendment for Community Development Board
acting in their capacity as the Zoning Commission, as well as the annexation and the zoning
amendment for the City Commission. The application materials are available on the City’s
website in the laserfiche archive.
Unresolved Issues
There are no identified conflicts on this application at this time.
Project Summary
The applicant and property owners seek to annex three parcels totaling 35.96 acres plus
adjacent rights-of-way into the City limits and establish an initial zoning of REMU, Residential
Emphasis Mixed-Use district. The property is currently zoned “Agriculture Suburban” (AS)
within the County administered Gallatin County Bozeman Area Zoning District (the Donut).
The property is adjacent and south of Stucky Road and bounded on the east by Genesis
Business Park, a County in holding, and Meadow Creek phase 1 park. Gran Cielo subdivision
bounds the property on the southeast side creating an extension of South 27th Avenue with
additional undeveloped property on the northwest side.
Considerable development is occurring in the vicinity including the Gran Cielo subdivision,
Nexus Point residential development, the Graf Street development, and the West University
property annexation to the north across Stucky Road.
The Future Land Use Map in the Bozeman Community Plan (BCP) 2020 designates the
property as “Urban Neighborhood” which includes the REMU district as an implementing
zoning district. Nearby municipal zoning to the south is R-4 (Residential High Density district)
to the southeast, R-3 (Residential Medium Density district) to the south and southwest, and R-
4 (Residential High Density district) and R-5 (Residential High Density-Mixed district) on the
northwest side. The property is bordered by Stucky Road to the north (a Bozeman classified
Collector street). The proposed annexation would bring in additional right of way to build out
another section of Stucky Road as would be required with future development. South 27th
Avenue has adequate right of way width.
The property is currently hosts two residential structures being served with City sewer service
which was connected through an emergency connection option the city offers. The construction
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Staff Report for the Bennett Annexation and ZMA, Application 22380 Page 3 of 42
of South 27th Avenue severed the septic systems from the existing homes. The Gran Cielo
development had installed service adjacent to the structures.
The property has a recently installed 15 inch sewer mains and 8 inch water mains (partial)
running along the property to the west in South 27th Avenue and on the south side in Graf
Street. In addition an existing 21 inch sewer main is in the Stucky Road ROW.
This is the second annexation application for this property. The first application (21331) was
reviewed and approved by the City Commission on March 22, 2022. A full video recording of
the review can be viewed at the following ink.
https://bozeman.granicus.com/player/clip/258?view_id=1&redirect=true&h=57b80b5adc719
ac1b7e37c26bdf70c64
Staff prepared the annexation agreement for the application to sign and return to the City for
final processing through adoption of an implementing Resolution. The annexation agreement
was not returned in the required time period and the approval was voided pursuant to Term of
annexation No. 4. Although it is not articulated in the application narrative, it is Staff’s
understanding that the applicant was not comfortable with one of the Terms of Annexation the
Commission approved as part of the original application. Term No. 12 required improvements
to Stucky Road to accommodate all users and address public safety to a City standard prior to
occupancy of any development on site.
At the time of the review and approval of the original application there were no plans on the
City’s Capital Improvement Plan (CIP) to allocate City resources to make improvements to
Stuck Road west of South 19th. Subsequently the FY24-FY28 CIP included funds from the
Street Impact Fee Fund for improvements to Stucky Road from South 19th to Fowler Lane.
In determining whether the criteria applicable to this application are met, Staff considers the
entire body of plans and regulations for land development. Standards which prevent or mitigate
possible negative impacts are incorporated in many locations in the municipal code but are
principally in Chapter 38, Unified Development Code. References in the text of this report to
Articles, Divisions, or in the form xx.xxx.xxx are to the Bozeman Municipal Code.
Community Development Board (Zoning Commission) Summary
The Community Development Board acting in their capacity as the Zoning Commission held
a public hearing on March 6, 2023. After hearing the staff and applicant presentation, public
comment, and all information the Board acted to recommend approval of the requested REMU
zoning in a unanimous vote of (7:0).
There was no public comment on the application.
A video recording of the deliberations can be viewed at the following link.
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Staff Report for the Bennett Annexation and ZMA, Application 22380 Page 4 of 42
https://bozeman.granicus.com/player/clip/1973?view_id=1&redirect=true&h=d685770ddb59
9801b53e7b52769d7dca
The review begins at time stamp 3:08:30.
No public comment has been received as the production of this report.
Alternatives
1. Approve the application with contingencies as presented;
2. Approve the application with modifications to the recommended zoning;
3. Deny the application based on findings of non-compliance with the applicable criteria
contained within the staff report; or
4. Open and continue the public hearing, with specific direction to staff or the applicant to
supply additional information or to address specific items.
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Staff Report for the Bennett Annexation and ZMA, Application 22380 Page 5 of 42
TABLE OF CONTENTS
EXECUTIVE SUMMARY ...................................................................................................... 2
Unresolved Issues ............................................................................................................... 2
Project Summary ................................................................................................................. 2
Community Development Board (Zoning Commission) Summary ................................... 3
Alternatives ......................................................................................................................... 4
SECTION 1 - MAP SERIES: ................................................................................................... 6
SECTION 2 - RECOMMENDED TERMS OF ANNEXATION .......................................... 12
SECTION 3 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT... 18
SECTION 4 - RECOMMENDATION AND FUTURE ACTIONS ...................................... 19
Annexation ........................................................................................................................ 19
Zone Map Amendment ..................................................................................................... 19
SECTION 5 - ANNEXATION STAFF ANALYSIS AND FINDINGS ................................ 20
SECTION 6 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ........... 27
PROTEST NOTICE FOR ZONING AMENDMENTS ......................................................... 37
APPENDIX A - NOTICING AND PUBLIC COMMENT .................................................... 38
APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 38
APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF ............................ 41
FISCAL EFFECTS ................................................................................................................. 42
ATTACHMENTS ................................................................................................................... 42
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SECTION 1 - MAP SERIES:
Map 1: Project Vicinity Map
418
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Map 2: Project Aerial Vicinity Map (2021 Image)
419
Page 8 of 42
Map 3: Large Format Vicinity Map
Subject Property 420
Staff Report for the Bennett Annexation and ZMA, Application 22380 Page 9 of 42
Map 4: BCP 2020 Future Land Use Map
Subject Property 421
Staff Report for the Bennett Annexation and ZMA, Application 22380 Page 10 of 42
Map 5: Existing City Zoning
Subject Property 422
Staff Report for the Bennett Annexation and ZMA, Application 22380 Page 11 of 42
Map 6: Watercourses, existing and Proposed PROST trail network
423
Page 12 of 42
SECTION 2 - RECOMMENDED TERMS OF ANNEXATION
The following terms of annexation are recommended to enable the application to comply with
the City’s Annexation Policy and the requirements of state law for the provision of services.
Recommended terms of annexation:
1. The documents and exhibits to formally annex the subject property must be identified
as the “Bennett Properties Annexation”.
2. An Annexation Map, titled “Bennett Properties Annexation Map” with a legal
description of the property and any adjoining un-annexed rights-of-way and/or street
access easements must be submitted by the applicant for use with the Annexation
Agreement. The map must be supplied as a PDF for filing with the Annexation
Agreement at the County Clerk & Recorder, and a digital copy for the City Engineers
Office. This map must be acceptable to the Director of Public Works and City
Engineers Office, and must be submitted with the signed Annexation Agreement.
3. The applicant must extend the annexation map to the full width of Stucky Road for the
full length of the subject property adjacent to Tract 2 COS 2725.
4. The applicant must execute all contingencies and terms of said Annexation Agreement
with the City of Bozeman within 60 days of the distribution of the annexation
agreement from the City to the applicant or annexation approval shall be null and void.
5. The land owners and their successors must pay all fire, street, water and sewer impact
fees at the time of connection; and for future development, as required by Chapter 2,
Bozeman Municipal Code, or as amended at the time of application for any permit
listed therein.
6. If they do not already exist the applicant must provide and file with the County Clerk
and Recorder's office executed Waivers of Right to Protest Creation of Special
Improvement Districts (SIDs) for the following:
a. Street improvements to S. 27th Avenue between Stucky Road and West Graf
Street including lighting, signalization, paving, curb/gutter, sidewalk, and storm
drainage.
b. Street improvements to Stucky Road between Fowler Lane and South 19th
Avenue including lighting, signalization, paving, curb/gutter, sidewalk, and storm
drainage.
c. Street improvements to West Graf Street between Fowler Lane to South 19th
Avenue including lighting, signalization, paving, curb/gutter, sidewalk, and storm
drainage.
d. Street improvements to Fowler Lane between West Graf Street and Stucky Road
including lighting, signalization, paving, curb/gutter, sidewalk, and storm
drainage.
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e. Intersection improvements at South 27th Ave and West Graft Street including
lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm
drainage.
f. Intersection improvements at Fowler Lane and West Graf Street including
lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm
drainage.
g. Intersection improvements at West Graf Street and South 19th Ave including
lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm
drainage.
h. Intersection improvements at Stucky Road and South 19th Avenue including
lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm
drainage.
i. Intersection improvements to Fowler Lane and Stucky Road including lighting,
signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage.
j. SID waiver 3 - Alternate Financing Term. The document filed must specify that in
the event an SID is not utilized for the completion of these improvements, the
developer agrees to participate in an alternate financing method for the completion
of the improvements on a fair share, proportionate basis as determined by square
footage of property, taxable valuation of the property, traffic contribution from the
development, or a combination thereof. The applicant must provide a copy of the
SID waiver in conjunction with the Annexation Agreement.
k. SID waiver template term. The applicant may obtain a copy of the template SID
waiver from the City Engineering Department. The document filed must specify
that in the event an SID is not utilized for the completion of these improvements,
the applicant agrees to participate in an alternate financing method for the
completion of said improvements on a fair share, proportionate basis as determined
by square footage of property, taxable valuation of the property, traffic contribution
from the development, or a combination thereof. The applicant must provide a
copy of the SID waiver filed with the County Clerk and Recorder prior to
annexation.
7. The Annexation Agreement must include the following notices:
a. Storm Water Master Plan. The Annexation Agreement must include notice that,
prior to development, the applicant will be responsible for preparing a storm water
master plan in conjunction with future development. The storm water master plan
shall address maintenance and operations until and unless the City affirmatively
assumes responsibility for maintenance and operations of stormwater facilities
within the area of the annexation.
b. Extent of Service. The Annexation Agreement must include notice the City will,
upon annexation, make available to the Property existing City services only to the
extent currently available, or as provided in the Agreement.
c. Verification of Municipal Service. The Annexation Agreement must include notice
that there is no right, either granted or implied, for Landowner to further develop
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any of the Property until it is verified by the City that the necessary municipal
services are available to the property.
d. Municipal Service Installation. The Annexation Agreement must include notice
that, prior to development, the applicant will be responsible for installing any
facilities required to provide full municipal services to the properties in accordance
with the City of Bozeman's infrastructure master plans and all City policies that
may be in effect at the time of development.
e. Utility Easements. The Annexation Agreement must include notice that utility
easements may be required to be provided by the landowner at the time of
development to ensure necessary municipal services are available to the property.
f. The agreement must include notice that charges and assessments may be required
after completion of annexation to ensure necessary municipal services are available
to the property.
g. The Annexation Agreement must include notice that the City will assess system
development and impact fees in accordance with Montana law and Chapter 2,
Article 6, Division 9, Bozeman Municipal Code.
h. All procedural terms necessary to establish the Annexation Agreement in
conformance with state law and municipal practice will be included with the final
Annexation Agreement.
8. The Annexation Agreement must include notice that the applicant must connect to
municipal services and will be responsible for installing any facilities required to
provide full municipal services to the property in accordance with city policy at the
time of connection.
9. The applicant must contact the City’s Engineering Department to obtain an analysis of
cash-in-lieu of water rights for the proposed annexation. The determined amount must
be paid prior to the adoption of Resolution of Annexation, if applicable.
10. City of Bozeman Resolution 5076, Policy 1 – Stucky Road is classified as a collector
in the Bozeman Transportation Master Plan (TMP), which has a minimum right-of-
way ROW width of (90) feet. The applicant must provide their respective Stucky Road
ROW from the centerline of the existing ROW as a public street and utility easement
where Stucky Road is adjacent to the property prior to the adoption of Resolution of
Annexation.
Based on the information provided, it appears that 15 ft of ROW must be provided as
a public street and utility easement along the property's north boundary, directly
adjacent to Stucky Road. The following submittal materials are required prior to the
adoption of Resolution of Annexation:
1) The applicant must prepare a public street and utility easement for the City to
review. The final document must be stamped by a professional surveyor.
2) The applicant must prepare a separate exhibit, specifically showing the proposed
easement along Stucky Road, as well as all other easements in the general area of the
needed ROW. The exhibit is requested, given the area's complexity and the numerous
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other easements shown on the existing plats and COS provided. Clearly show what is
being provided vs. existing easements.
11. City of Bozeman Resolution 5076, Policy 1 – South 27th Street is classified as a
collector in the Bozeman Transportation Master Plan (TMP), which has a minimum
right-of-way ROW width of (90) feet. The applicant must provide their respective
South 27th Road ROW from the centerline of the existing ROW as a public street and
utility easement where South 27th is adjacent to the property prior to the adoption of
Resolution of Annexation. Based on the information provided, it appears that 45 ft of
ROW must be provided as a public street and utility easement along the property's
western boundary, directly adjacent to existing South 27th ROW.
The following submittal materials are required prior to the adoption of Resolution of
Annexation:
1) The applicant must prepare a public street and utility easement for the City to
review. The final document must be stamped by a professional surveyor.
2) The applicant must prepare a separate exhibit, specifically showing the proposed
easement along South 27th, as well as all other easements in the general area of the
needed ROW.
The exhibit is requested, given the area's complexity and the numerous other easements
shown on the existing plats and COS provided. Clearly show what is being provided
vs. existing easements. The applicant can contact engineering if they have questions
about the requested submittal materials.
12. City of Bozeman Resolution 5076, Policy 1 – Graf Street is classified as a collector
in the Bozeman Transportation Master Plan (TMP), which has a minimum right-of-
way ROW width of (90) feet. The applicant must provide their respective Graf Street
ROW from the centerline of the existing ROW as a public street and utility easement
where Graf Street is adjacent to the property prior to the adoption of Resolution of
Annexation. As presented, it is unclear the amount of ROW that needs to be dedicated
based on the applicants submitted materials.
The applicant needs to provide a clear exhibit showing that Graf Street, specifically
adjacent to the subject property, has the correct ROW. Again, the materials provide
indicate that the appropriate amount of ROW has been provided. However, this needs
to be clearly shown on a single exhibit, not across multiple documents with several
other easements.
Lastly, if ROW needs to be provided. The applicant must provide their respective Graf
Street ROW prior to the adoption of Resolution of Annexation.
13. In the applicant-provided Bennett Annexation Map an existing garage is located within
future South 27th street ROW that would be granted via easement as part of this
annexation agreement.
The applicant is advised the per Engineering Design Standards and Specifications no
permanent structure shall be placed within a utility easement (public street and utility
easement in this case) unless an encroachment permit has been obtained through the
City.
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As part of this annexation agreement and in accordance with the granting of the South
27th Public Street and Utility Easement the applicant will need to obtain an
encroachment permit for the existing garage structure that would be located within
South 27th ROW. Prior to the adoption of Resolution of Annexation the applicant will
need to work with the City's engineering department on obtaining an encroachment
permit for the structure. The encroachment permit would allow the applicant to keep
the structure in place until future development of South 27th Street. Terms and
conditions of the encroachment permit would need to be finalized prior to the adoption
of Resolution of Annexation.
Advisory Comments
1. Montana Post-Construction Storm Water BMP Design Guidance Manual
Seasonal High Groundwater - The subject project is located in an area that is known
to have seasonally high groundwater. The applicant must confirm seasonal high
groundwater elevations, and seasonal high groundwater data must be measured and
submitted with any future development application on the parcel. Due to the seasonal
nature of SHGWL measurements, the applicant is advised to begin groundwater
measurements in the winter and continue measuring through July. Measurements must
be at sufficient intervals to define the SHGWL across the site. Industry guidance
recommends a three-foot minimum separation from the bottom of a stormwater facility
to the underlying groundwater table. The applicant is advised that future development
may be subject to limitations or restrictions based on seasonal high groundwater
elevations.
2. BMC 38.400.010 Streets (A) (1). Upon future development, South 27th Avenue must
be fully constructed adjacent to the subject property to the City’s Collector Standard as
defined in the City’s Transportation Master Plan. Any required right-of-way (ROW)
or public street and utility easement acquisition from offsite property owners is the
applicant’s responsibility.
3. BMC 38.410.070 (A) (1) Municipal water, sanitary sewer and storm sewer systems. In
conjunction with streets construction - The City’s Water Facility Plan identified the
need for a water transmission main (CIP Reference FP_1386: 12-inch water main New
Growth and Development) directly adjacent to the subject property in South 27th Ave
to service future development.
Water infrastructure improvements will be reviewed with future development
applications. The identified water capital planning improvements must be designed in
coordination with any future Stucky Road improvements adjacent to the subject
property.
The applicant is advised that the capital Improvements identified within the facility
plans must be located within City ROW, a public street and utility easement, or a water
and sewer easement.
4. BMC 38.410.070 (A) (1) Municipal water, sanitary sewer and storm sewer systems. In
conjunction with streets construction - The City’s Water Facility Plan identified the
need for a water transmission main (CIP Reference FP_1372: 16-inch water main New
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Growth and Development) directly adjacent to the subject property in Stucky Road to
service future development.
Water infrastructure improvements will be reviewed with future development
applications. The identified water capital planning improvements must be designed in
coordination with any future Stucky Road improvements adjacent to the subject
property.
The applicant is advised that the capital Improvements identified within the facility
plans must be located within City ROW, a public street and utility easement, or a water
and sewer easement.
5. Montana Post-Construction Storm Water BMP Design Guidance Manual Seasonal
High Groundwater - The subject project is located in an area that is known to have
seasonally high groundwater. The applicant must confirm seasonal high groundwater
elevations, and seasonal high groundwater data must be measured and submitted with
any future development application on the parcel. Due to the seasonal nature of
SHGWL measurements, the applicant is advised to begin groundwater measurements
in the winter and continue measuring through July. Measurements must be at sufficient
intervals to define the SHGWL across the site. Industry guidance recommends a three-
foot minimum separation from the bottom of a stormwater facility to the underlying
groundwater table. The applicant is advised that future development may be subject to
limitations or restrictions based on seasonal high groundwater elevations.
6. The subject property is located within the Meadow Creek Subdivision payback district
boundary for sewer, water, and signal improvements. The applicant is advised that the
payback must be paid at the time of future subdivision or site plan development
approval.
7. DSSP Section (V) (A) Main Size - The applicant is advised that the subject property
is located at the southern end of the City’s main pressure zone (Sourdough Zone).
Water pressures around the subject property vary from around 60 to 70 psi. Upon future
development, the water distribution system must be designed to meet the requirements
outlined in the City of Bozeman Design Standards and Specifications Policy.
Additionally, all water system improvements must also be designed and installed in
accordance with the Montana Department of Environmental Quality Circular 1;
Montana Public Works Standards and Specifications (MPWSS); City of Bozeman
Modifications to MPWSS; and the City’s most recent Water Facility Plan.
8. DSSP Section (V) (B) Sanitary Sewer System Design Criteria – Upon future
development, the applicant must provide an estimate of the peak-hour sanitary sewer
demands, certified by a professional engineer, for the proposed project. The City will
analyze and determine if sewer capacity is available to accommodate the project. The
applicant is advised that sewer capacity is allocated on a first come first serve basis and
is not entitled until preliminary plat or site plan approval.
9. BMC 38.400.010 Streets (A) (7) – Upon Future Development, South 27th Avenue
must be fully constructed to the City’s Collector standard from the subject property’s
southern boundary (West Graf Street) to the intersection of Stucky Road & South
27th Ave in accordance to the City’s Transportation Master Plan upon future
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development. The applicant is advised that any required ROW or public street and
utility easement acquisition from offsite property owners is the applicant’s
responsibility.
10. BMC 38.400.010 Streets (A) (7) – Upon Future Development, Stucky Road must be
fully constructed to the City’s Collector standard adjacent to the subject property in
accordance to the City’s Transportation Master Plan upon future development. The
applicant is advised that any required ROW or public street and utility easement
acquisition from offsite property owners is the applicant’s responsibility.
The applicant is advised that Stucky Road may need to be fully constructed to a
Collector standard from the intersection of Stucky Road & South 27th Ave to the
intersection South 19th & Stucky Road depending on the proposed usage, future
traffic volumes, and trip distribution from any future development.
The applicant is advised that Stucky Road Upgrades including water main looping to
South 27th have been add to the City's Capital Improvement Plan FY28. Specific
extents and details can be find in the City's approved capital plan.
11. BMC 38.220.060 (A) (12) Traffic Generation – Upon Future Development, The
applicant is advised that a traffic impact study (TIS) could be required depending on
future trips generated. If a TIS is required, it will need to discuss how much daily traffic
will be generated on existing local and neighborhood streets, roads and alleys, when
the subdivision is fully developed
12. BMC 38.400.010 Streets (A) (8) – Upon future development, to facilitate traffic
movement, the provision of emergency services and the placement of utility easements,
all developments must be provided with a second means of access.
13. BMC 38.410.040 Blocks – Upon future development, the applicant must construct
an appropriate local street grid through the property that meets block length
requirements.
SECTION 3 - RECOMMENDED CONTINGENCIES OF ZONE MAP
AMENDMENT
Please note that these contingencies are necessary for the City to complete the process of the
proposed amendment. These contingencies only apply in the event that the related annexation
request has previously been approved.
Recommended Contingencies of Approval:
1. That all documents and exhibits necessary to establish an initial municipal zoning
designation shall be identified as the “Bennett Properties Annexation Zone Map
Amendment.” All required documents must be returned to the City within 60 days of the
City Commission action to annex the property or the preliminary approval shall be null and
void.
2. That the Ordinance for the Zone Map Amendment shall not be finalized until the
Annexation Agreement is signed by the applicant and formally approved by the City
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Commission. If the annexation agreement is not approved, the Zone Map Amendment
application shall be null and void.
3. That the applicant must submit a Zone Amendment map, titled “Bennett Properties
Annexation Zone Map Amendment”. The map must be supplied as a PDF. This map must
be acceptable to the City Engineer’s Office, and must be submitted within 60 days of the
action to approve the zone map amendment. Said map shall contain a metes and bounds
legal description of the perimeter of the subject property including adjacent right-of-ways
or street easements, and total acreage of the property to be rezoned; unless the property to
be rezoned can be entirely described by reference to existing platted properties or
certificates of survey.
4. The Ordinance for the Zone Map Amendment shall not be drafted until the applicant
provides an editable metes and bounds legal description prepared by a licensed Montana
surveyor.
SECTION 4 - RECOMMENDATION AND FUTURE ACTIONS
Annexation
Having considered the criteria established for an annexation, the Development Review
Committee (DRC) did not find any deficiencies that prohibit annexation at this time.
The City Commission will hold a public meeting on the annexation on April 6, 2023. The
meeting will begin at 6 p.m.
Zone Map Amendment
Having considered the criteria established for a zone map amendment, the Staff found the
requested zoning meets standards for approval as submitted. The Zone Map Amendment
(ZMA) is in conjunction with an annexation request. Staff’s recommendation and staff
responses are predicated on approval of the annexation, application 22380.
The Development Review Committee (DRC) considered the amendment. The DRC identified
a number of infrastructure deficiencies to future development. With contingencies and adopted
code deficiencies can be addressed and therefore, the DRC found no infrastructure or
regulatory constraints that would impede the approval of the application.
The Community Development Board acting in their capacity as the Zoning Commission held
a public hearing on this ZMA on March 6, 2023 and forwarded a recommendation to approve
the requested zoning designation of REMU to the Commission on the Zone Map amendment.
The meeting was held in the Commission Room at City Hall, 121 N. Rouse Ave, Bozeman,
Montana. Members of the public will also be able to participate remotely via WebEx.
Instructions for joining the WebEx meeting will be included on the meeting agenda which is
published on the City’s website at least 48 hours prior to the meeting. The agenda is available
at https://www.bozeman.net/meetings.
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The City Commission will hold a public hearing on the zone map amendment on April 4, 2023.
The meeting will begin at 6 p.m. in the Commission Room at City Hall, 121 N. Rouse Ave,
Bozeman, Montana, the City Commission will conduct a public hearing on the proposed Zone
Map Amendment application. Members of the public will also be able to participate remotely
via WebEx. Instructions for joining the WebEx meeting will be included on the meeting agenda
which is published on the City’s website at least 48 hours prior to the meeting. The agenda is
available at https://www.bozeman.net/meetings.
SECTION 5 - ANNEXATION STAFF ANALYSIS AND FINDINGS
In considering applications for approval of the requested annexation, the advisory boards and
City Commission shall consider the following:
Commission Resolution No. 5076 Criteria
Commission Resolution No. 5076 Goals
Goal 1: The City of Bozeman encourages annexations of land contiguous to the
City.
Criterion Met. The property in question is contiguous to the City limits on the west, south,
and southeast side.
Goal 2: The City encourages all areas that are totally surrounded by the City to annex.
Criterion Met. The subject property is wholly surrounded although not immediately adjacent.
Goal 3: The City encourages all properties currently contracting with the City for City
services such as water, sanitary sewer, and/or fire protection to annex.
Criterion Met. The subject property underwent emergency connection to city sewer service to
allow the construction of South 27th Avenue. No other city services such as water or fire
protection are being provided at this time. Future development will be required to connect with
City services.
Goal 4: The City of Bozeman requires annexation of all land proposed for development
lying within the existing and planned service area of the municipal water and sewer
systems as depicted in their respective facility plans, any land proposed for development
that proposes to utilize municipal water or sewer systems.
Criterion Met. The subject property lies within the planned service area of the municipal water
and sewer services. Future proposed developments will be required to utilize municipal water
or sewer systems.
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Goal 5: The City encourages annexations within the urban area identified on the future
land use map in the current Bozeman Growth Policy.
Criterion Met. As shown in Section 1, the subject property is planned as ‘Urban Neighborhood’
and is within the urban area of the growth policy. See the discussion under Criterion A of
Section 6 of the report for more information on the growth policy.
Goal 6: The City of Bozeman encourages annexations to make the City boundaries more
regular rather than creating irregular extensions which leave unannexed gaps between
annexed areas or islands of annexed or unannexed land.
Criterion Met. The proposed annexation will fill in a missing gap between Meadow Creek
Phase 1, the Gran Cielo development, and north to Stucky Road as well as integration of
South 27th Avenue as a north south transportation corridor.
Goal 7: The City of Bozeman encourages annexations which will enhance the existing
traffic circulation system or provide for circulation systems that do not exist at the
present time.
Criterion Met. Stucky Road and Graf Street provide access to the subject property. Stucky
Road is a County road improved with asphalt millings in 2008 and resurfaced again in 2020.
Stormwater is dealt with by barrow ditches, there are no pedestrian or bicycle facilities, no
curb and gutter, or shoulder. According to the Greater Bozeman Area Transportation Plan,
2007 Update, Stucky Road is designated as a Collector street. Collector streets require a 90
foot right of way. Chapter 4 of the Bozeman Transportation Master Plan, 2017 Update details
Major Street Network improvements (MSN). Stucky Road is identified as a recommended
MSN improvement. Item MSN-16 states Stucky Road from South 19th Avenue to Gooch Hill
Road needs to be reconstructed to a three-lane urban collector street. Traffic on Stucky Road
continues to increase. There appears to be a variety of reasons for the increase including the
construction of the roundabout Cottonwood Road, improved surfacing, and county growth.
Stucky Road has become an alternate route to enter the City from Huffine Lane.
40 feet of ROW exists adjacent to the Genesis Business Park development, see Plat J-284.
Genesis Business Park filed an SID for signalization of Stucky and South 19th Avenue
(Document No. 399739 & 400869). Based on review of filed documentation with the Gallatin
County Clerk and Recorder, Genesis Business Park did not file a waiver the right to property
and SID for street improvement to Stucky Road. A full 45 feet of ROW exists adjacent to
Grace Bible Church, see Easement #2605962. In addition, Grace Bible Church provided a
waiver the right to property and SID for street improvement to Stucky Road (Document No.
359448).
The subject property will include the right of way for South 27th Avenue and Stucky Road both
of which are designated Collectors streets according to the Bozeman Area Transportation Plan
2017 update. There is limited opportunity for east/west connections due to previous
development (Genesis Business Park) and the Meadow Creek Phase 1 Park exists. The Stucky
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Road Annexation addressed at 3000 Stucky Road, Application 15-232, west of the Bennett
property and also on the south side of the road required off-site identified the same deficiency
in the street network and required a term of annexation that prior to any habitable structure
built on the property that Stuck Road from South 19th Avenue to the western edge of the Stucky
Road Annexation property be contracted to the Collector standard. A copy of the signed and
executed Annexation agreement can be reviewed at the link below, see annexation term #9.
https://weblink.bozeman.net/WebLink/DocView.aspx?id=97161&dbid=0&repo=BOZEMAN
A future trail connection is shown in PROST plan connecting the Meadow Creek Park north
adjacent to the watercourse (Middle Creek Ditch) and extends southerly through Middle Creek
subdivision. This annexation will enhance both the City’s vehicular and pedestrian network by
providing future right of way width for these improvements. Although the improvements will
not happen at the time of annexation, future development will be required to install these
improvements as their frontage requirements. Right of way for South 27th and Stucky Road is
required as a term of annexation.
Term of annexation 6 requires grant of a waiver of right to protest creation of SIDs for street
improvements.
Although annexing and establishment of initial zoning does not generate traffic demand, future
development of the property will. The recently adopted Capital Improvement Plan (CIP FY24-
FY28 included funds from the Street Impact Fee Fund for improvements to Stucky Road from
South 19th to Fowler Road. advisory note is included to ensure all future developers are aware
of required transportation infrastructure improvements.
At the time of the review and approval of the original application there were no plans on the
City’s Capital Improvement Plan (CIP) to allocate City resources to make improvements to
Stuck Road west of South 19th. The FY24-FY28 CIP included funds from the Street Impact
Fee Fund for improvements to Stucky Road from South 19th to Fowler Road.
Goal 8: The City prefers annexation of parcels of land larger than five (5) acres in size,
but will allow annexation of smaller parcels if factors such as topographic limitations,
sanitary disposal needs, fire access, maintenance of public facilities, etc., justify a smaller
annexation.
Criterion Met. The subject property is approximately 36 acres.
Goal 9: The City seeks to obtain water rights adequate for future development of the
property with annexation.
Criterion Met. After annexation, the subject property will be bound to the provisions of
38.410.130 which require evaluation of water adequacy and provision of water if needed at
time of development. The municipal code section requires water rights or an equivalent to be
provided. Exact timing and amounts will be evaluated during development review. There are
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several methods to address the requirements of 38.410.130. The annexation agreement will
provide notice of this requirement, see Terms of Annexation 5 and 7i. The landowner will
consent to this requirement by signature on the annexation agreement.
Goal 10: The City of Bozeman encourages annexations for City provision of clean treated
water and sanitary sewer.
Criterion Met. The subject property is located within the City’s planned water and sewer
service area. See Goal 4 above. Two existing houses are on the properties. Both required
emergency connection to the City sewer system to accommodate the construction of South 27th
Avenue for the Gran Cielo subdivision. All future development will require connection to City
water and sewer systems furthering this goal.
As noted above, the property has a recently installed 15 inch sewer mains and 8 inch water
mains (partial) running along the property to the west in South 27th Avenue and on the south
side in Graf Street. In addition an existing 21 inch sewer main is in the Stucky road ROW.
Additional water and sewer lines needed to service development on site will addressed with
subsequent review process. Any future development will be required to connect to the City
systems.
Per Term of Annexation 9, the Annexation Agreement required to finalize the requested
annexation will require the applicant to design extensions of services to meet the City’s
adopted infrastructure standards. These include provisions for minimum water pressure and
volumes, adequate sewer flows by volume, gravity flow of sewers, and other standards
necessary to protect public health and safety and ensure functional utilities.
Resolution No. 5076 Policies
Policy 1: Annexations must include dedication of all easements for rights-of-way for
collector and arterial streets, adjacent local streets, public water, sanitary sewer, or storm
or sewer mains, and Class I public trails not within the right of way for arterial or
collector streets. Annexations must also include waivers of right to protest the creation
of special or improvement districts necessary to provide the essential services for future
development of the City.
Criterion Met. As discussed in Section 5 Goal 7, additional right of way is being included for
both South 27th Avenue to the west and Stucky Roads to the north. The Recommended Terms
of Annexation include requirements for these right of way provisions. See Terms of
Annexation 3 and 8.
Policy 2: Issues pertaining to master planning and zoning must be addressed prior to or
in conjunction with the application for annexation.
Criterion Met. The subject property is planned for Urban Neighborhood. No change to the
growth policy is required. The application includes a request for initial zoning of REMU. See
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the zone map amendment section of this report for analysis of the zone map amendment
criteria.
Policy 3: The application for annexation must be in conformance with the current
Bozeman Growth Policy. If a Growth Policy Amendment is necessary to accommodate
anticipated uses, the amendment process must be initiated by the property owner and
completed prior to any action for approval of the application for annexation.
Criterion Met. The property is designated “Urban Neighborhood” on the future land use map.
No growth policy amendment is required. See discussion under zone map amendment Criterion
A.
Policy 4: Initial zoning classification of the property to be annexed will be determined
by the City Commission, in compliance with the Bozeman Growth Policy and upon a
recommendation of the City Zoning Commission, simultaneously with review of the
annexation petition.
The Community Development Board acting in their capacity as the City Zoning Commission
will be reviewing the requested zoning district designation on March 6, 2023. The Zoning
Commission’s recommendation will be passed along to the City Commission for review and
consideration along with the annexation request on April 4, 2023.
Policy 5: The applicant must indicate their preferred zoning classification as part of the
annexation petition.
Criterion Met. The applicant has requested a zoning designation of REMU, Residential
Emphasis Mixed Use district. See Section 6 of this report for analysis of the requested zoning.
Policy 6: Fees for annexation processing will be established by the City Commission.
Criterion Met. The appropriate application processing and review fees accompanied the
application.
Policy 7: It is the policy of the City that annexations will not be approved where
unpaved county roads will be the most commonly used route to gain access to the
property unless the landowner proposes a method to provide for construction of the
road to the City’s street standards.
Criterion Met. The subject property is accessed by Stucky Road which is a designator Collector
street on the north and Graf Street on the south, a Collector street, both of which are paved. In
addition, South 27th Street, Collector street, bounds the west edge of the property and is
currently being constructed to City standard. See also Goal 7 above.
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Policy 8: Prior to annexation of property, the City will require the property owner to
acquire adequate and usable water rights, or an appropriate fee in lieu thereof, in
accordance with Section 38.410.130 of the municipal code, as amended.
Criterion Met. The property owner shall provide usable water rights, or cash in-lieu of water
rights thereof, in an amount to be determined by the Director of Public Works, as outlined by
Section 38.410.130 of the municipal code. The calculated amount will be determined by the
Director of Public Works and based on the zoning designation approved by the City
Commission. Term of annexation 5 and 7i requires notice of this requirement to be part of the
annexation agreement. Satisfaction of this requirement will occur with future development.
Policy 9: Infrastructure and emergency services for an area proposed for annexation
will be reviewed for the health, safety and welfare of the public and conformance with
the City’s adopted facility plans. If the City determines adequate services cannot be
provided to ensure public health, safety and welfare, the City may require the property
owner to provide a written plan for accommodation of these services, or the City may
reject the petition for annexation. Additionally, the parcel to be annexed may only be
provided sanitary sewer service via the applicable drainage basin defined in the City
Wastewater Collection Facilities Plan.
Criterion Met. City infrastructure and emergency services are available to the subject property.
An existing 15 inch sewer mains and 8 inch water mains (partial) running along the property
to the west in South 27th Avenue and on the south side in Graf Street. In addition an existing
21 inch sewer main is in the Stucky Road ROW. Any future development will be required to
connect to the City systems. The property is located adjacent to existing urban development
that is currently served by Bozeman Fire.
Per Term of Annexation 7b, d-e, and 9, the Annexation Agreement required to finalize the
requested annexation will require the applicant to design extensions of services to meet the
City’s adopted infrastructure standards. These include provisions for minimum water pressure
and volumes, adequate sewer flows by volume, gravity flow of sewers, and other standards
necessary to protect public health and safety and ensure functional utilities.
Policy 10: The City may require annexation of any contiguous property for which city
services are requested or for which city services are currently being provided. In
addition, any person, firm, or corporation receiving water or sewer service outside of
the City limits is required as a condition of initiating or continuing such service, to
consent to annexation of the property serviced by the City. The City Manager may
enter into an agreement with a property owner for connection to the City’s sanitary
sewer or water system in an emergency conditioned upon the submittal by the property
owner of a petition for annexation and filing of a notice of consent to annexation with
the Gallatin County Clerk and Recorder’s Office. The contract for connection to city
sewer and/or water must require the property owner to annex or consent to
disconnection of the services. Connection for purposes of obtaining City sewer services
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in an emergency requires, when feasible as determined by the City, the connection to
City water services.
Criterion Met. Emergency sewer service was request by the applicant and granted by the City
which included a contract for annexation as required by this provision. The agreement is field
with the Clerk & Recorder’s Office. The subject property intended to undergo annexation even
without the emergency connection to sewer. A complete and signed annexation application
was submitted to the City.
Policy 11: The annexation application shall be accompanied by mapping to meet the
requirements of the Director of Public Works. Where an area to be annexed can be
entirely described by reference to a certificate of survey or subdivision plat on file with
the Gallatin County Clerk and Recorder the mapping may be waived by the Director of
Public Works.
Criterion Met. Mapping to meet the requirements of the Director of Public Works must be
provided with the Annexation Agreement. Mapping requirements are addressed in
Recommended Term of Annexation 2. The map must include adjacent right of way and
therefore cannot be described solely by reference to platted lands.
Policy 12: The City will assess system development/ impact fees in accordance with
Montana law and Chapter 2, Article 6, Division 9, Bozeman Municipal Code.
Neutral. The annexation does not require immediate payment of all fees. The annexation
agreement will provide notice of obligations to pay impact fees at times of triggers as required
in ordinance.
Policy 13: Public notice requirements: Notice for annexation of property must be
coordinated with the required notice for the zone map amendment required with all
annexation. The zone map amendment notice must contain the materials required by
38.220.410, BMC.
Notices of the public hearing have been mailed, published in the Bozeman Daily Chronicle
twice, and posted on the site as set forth under this policy. See Appendix A for more details.
Policy 14: Annexation agreements must be executed and returned to the City within 60
days of distribution of the annexation agreement by the City, unless another time is
specifically identified by the City Commission.
Criterion Met. Suggested terms of annexation include a notice that the agreement, once
prepared and provided to the applicant, must be signed and retuned within the stated time
period. This policy will be implemented only if the Commission acts to grant approval. If the
application is denied then no annexation agreement will be necessary.
Policy 15: When possible, the use of Part 46 annexations is preferred.
Criterion Met. This annexation is being processed under Part 46 provisions.
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Policy 16: Where a road improvement district has been created, the annexation does
not repeal the creation of the district. The City will not assume operations of the district
until the entirety of the district has been annexed. Any funds held in trust for the
district will be used to benefit the district after transfer to the City. Inclusion within a
district does not lessen the obligation to participate in general city programs that
address the same subject.
Neutral. No road improvement district is associated with this application.
Policy 17: The City will notify the Gallatin County Planning Department and Fire
District providing service to the area of applications for annexation.
Criterion Met. The necessary agencies were notified and provided copies of the annexation.
Policy 18: The City will require connection to and use of all City services upon
development of annexed properties. The City may establish a fixed time frame for
connection to municipal utilities. Upon development, unless otherwise approved by the
City, septic systems must be properly abandoned and the development connected to the
City sanitary sewer system. Upon development, unless otherwise approved by the City,
water wells on the subject property may be used for irrigation, but any potable uses
must be supplied from the City water distribution system and any wells disconnected
from structures. The property owner must contact the City Water and Sewer
Superintendent to verify disconnects of wells and septic systems.
Criterion Met. Term of annexation 10 and 11 requires full compliance with this policy. The
existing residential structures utilized the emergency connection option in conjunction with
this application to provide sewer service. No additional service are currently being contracted.
If approved, the all septic systems and water use for human consumption will be severed and
abandoned and connection to the City water and sewer system will be completed. Finally, all
future development will be required to connect to city services.
SECTION 6 - ZONE MAP AMENDMENT STAFF ANALYSIS AND
FINDINGS
In considering applications for plan approval under this title, the advisory boards and City
Commission must consider the following criteria (letters A-K). As an amendment is a
legislative action, the Commission has broad latitude to determine a policy direction. The
burden of proof that the application should be approved lies with the applicant.
A zone map amendment must be in accordance with the growth policy (criteria A) and be
designed to secure safety from fire and other dangers (criteria B), promote public health, public
safety, and general welfare (criteria C), and facilitate the provision of transportation, water,
sewerage, schools, parks and other public requirements (criteria D). Therefore, to approve a
zone map amendment the Commission must find Criteria A-D are met.
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In addition, the Commission must also consider criteria E-K, and may find the zone map
amendment to be positive, neutral, or negative with regards to these criteria. To approve the
zone map amendment, the Commission must find the positive outcomes of the amendment
outweigh negative outcomes for criteria E-K.
In determining whether the criteria are met, Staff considers the entire body of plans and
regulations for land development. Standards which prevent or mitigated negative impacts are
incorporated throughout the entire municipal code but are principally in Chapter 38, Unified
Development Code.
Section 76-2-304, MCA (Zoning) Criteria
A. Be in accordance with a growth policy.
Criterion Met. The Bozeman Community Plan (BCP) 2020, Chapter 5, p. 73, in the section
titled Review Criteria for Zoning Amendments and Their Application, discusses how the
various criteria in 76-2-304 MCA are applied locally. Application of the criteria varies
depending on whether an amendment is for the zoning map or for the text of Chapter 38, BMC.
The first criterion for a zoning amendment is accordance with a growth policy.
Future Land Use Map
The proposed amendment is a change to the zoning map. Therefore, it is necessary to analyze
compliance with the future land use map. Chapter 3 of the BCP 2020 addresses the future land
use map. The introduction to that chapter discusses the importance of the chapter. Following
are some excerpts.
“Future land use is the community’s fundamental building block. It is an illustration of the
City’s desired outcome to accommodate the complex and diverse needs of its residents.”
“The land use map sets generalized expectations for what goes where in the community.
Each category has its own descriptions. Understanding the future land use map is not
possible without understanding the category descriptions.”
The area of this application is within the anticipated growth area of the City. As shown on the
maps in Section 1, on the excerpt of the current future land use map, the property is designated
as Urban Neighborhood. The Urban Neighborhood designation description reads:
“This category primarily includes urban density homes in a variety of types, shapes,
sizes, and intensities. Large areas of any single type of housing are discouraged. In
limited instances, an area may develop at a lower gross density due to site constraints
and/or natural features such as floodplains or steep slopes. Complementary uses such
as parks, home-based occupations, fire stations, churches, schools, and some
neighborhood-serving commerce provide activity centers for community gathering and
services. The Urban Neighborhood designation indicates that development is expected
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to occur within municipal boundaries. This may require annexation prior to
development.
Applying a zoning district to specific parcels sets the required and allowed density.
Higher density residential areas are encouraged to be, but are not required or
restricted to, proximity to commercial mixed use areas to facilitate the provision of
services and employment opportunities without requiring the use of a car.”
The correlation between the future land use map of the growth policy and the zoning districts
is presented in Table 4 of the Bozeman Community Plan 2020. As shown in the following
Correlation with Zoning Table excerpt, the REMU district is an implementing district of the
Urban Neighborhood.
The applicant is requesting REMU for the entire property, which is classified as a commercial
and mixed-use zoning designation pursuant to section 38.300.110, BMC. The intent and
purpose of the REMU district is to establish areas within Bozeman that are mixed -use in
character and to provide options for a variety of housing, employment, retail and
neighborhood service opportunities within a new or existing neighborhood. These purposes
are accomplished by a variety of objectives as detailed in Appendix B in this report. In other
words it is a very permissive zoning district.
Tables 38.310.040.A, B, & C list permitted uses in the REMU district. All types of residential
structures are allowed from accessory dwelling units through apartment buildings, nearly all
type of commercial uses such as retail, medical, offices, restaurants, and convenience uses
are permitted. Industrial uses are limited although light manufacturing is permitted on a
smaller scale.
This zoning district correlates with the principles applied in the Bozeman Community Plan
2020. Many of the ten principles are listed under Basic Planning Precepts of the Plan are
supported by the REMU district For example, the precept that urban design should integrate in
residential and commercial land use activities, multimodal transportation, and open spaces is
supported by the REMU district implementation strategies #5. Secondly, precept that a variety
in housing and employment opportunities are essential is supported by the REMU district
objectives #1 and 4. Third, diverse uses of land should occur relatively close to one another.
This precept is supported by implementation strategy #2, 3, 4 and intent and purpose statement.
Finally, the City intends to create a healthy, safe, resilient, and sustainable community by
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incorporating a holistic approach to the design, construction, and operation of buildings,
neighborhoods, and the City as a whole. Developments should contribute to these goals and be
integrated into their neighborhood and the larger community. This goals is implemented by the
zoning districts strategy #3, 4, 5, and 6. Additional harmonious synergies are apparent but
overall, the REMU district is supportive of the BCP 2020.
Goals and Policies
A zoning amendment is also evaluated against the goals and policies of the BCP 2020. Most
of the goals and policies are not applicable to this application. Relevant goals and objectives
have been identified by staff. Conflict with the text of the growth policy hasn’t been identified.
The Short Term Action list on page 63 of the BCP 2020 describes 14 items to implement the
growth policy. The first two relate to direct changes to the zoning map in support of listed
goals and objectives. These include increasing the intensity of zoning districts in already
developed areas. Beginning on page 71 of the BCP 2020 in the section titled Zoning
Amendment Review, the document discusses how the City implements zoning for new areas,
amendments to areas, and revisions to existing text. This section includes a discussion of when
the City may initiate a zoning change to a more intensive district to increase development
opportunities. This section demonstrates that the City, as a matter of policy, is supportive of
more intensive zoning districts and development. It is inconsistent with this approach to zone
at annexation for lower intensities than what infrastructure and planning documents will
support. This policy approach does not specify any individual district but does lean towards
the more intensive portion of the zoning district spectrum.
Goal DCD-1: Support urban development within the City.
The proposed zoning is occurring in conjunction with an annexation. Any future
development will be required to occur at urban densities and will be within the City. If the City
Commission declines the annexation then the requested REMU zoning will not occur.
DCD-1.11 Pursue annexations consistent with the future land use map and adopted facility
plans for development at urban intensity.
The proposed zoning is consistent with the future land use map and is within the current
facilities plans.
Goal RC-3: Collaborate with Gallatin County regarding annexation and development
patterns adjacent to the City to provide certainty for landowners and taxpayers.
Gallatin County has been notified of the proposed annexation.
RC-3.3 Prioritize annexations that enable the incremental expansion of the City and its
utilities.
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The property in question is contiguous to the City limits on the west, south, and southeast
with over 4,500 lineal feet adjacent to existing City limits. It adds approximately 35 acres to
the City limits that is available for urban development while creating a more consistent city
border.
RC-3.4 Encourage annexation of land adjacent to the City prior to development and
encourage annexation of wholly surrounded areas.
Refer to previous response (RC – 3.3 response)
B. Secure safety from fire and other dangers.
Criterion Met. Two residential structures exist on the properties. If the property is annexed into
the city full emergency services will be provide including fire. All future development will be
served by the Bozeman Fire Department. Fire protection water supply will be provided by the
City of Bozeman water system. The property is not within any delineated floodplain nor does
it have other known natural hazards. Upon annexation the subject property will be provided
with City emergency services including police, fire and ambulance. Future development of the
property will be required to conform to all City of Bozeman public safety, building and land
use requirements. The City provides emergency services to adjacent properties and no
obstacles have been identified in extending service to this parcel.
C. Promote public health, public safety, and general welfare.
Criterion Met. The proposed zoning designation will promote general welfare by
implementing the future land use map in the BCP 2020. Public health and safety will be
positively affected by requiring the two existing homes and new development to connect to
municipal sanitary sewer and water systems, which will prevent groundwater pollution and
depletion by wells and septic systems.
As noted in Criterion B, further development and redevelopment must be in accordance with
modern building, access, stormwater, pedestrian circulation, ingress and egress to the site, and
full connection to the greater transportation network for users ensuring the promotion of public
health, safety and general welfare. The annexation and development of this site will facilitate
expansion of the non-motorized travel network with placement of a multi-use trail along water
course. Presence of the trail will facilitate non-motorized travel and recreational activities
supportive of personal health.
D. Facilitate the provision of transportation, water, sewerage, schools, parks and other
public requirements.
Criterion Met. This property is included in future planning areas. The City conducts extensive
planning for municipal transportation, water, sewer, parks, and other facilities and services
provided by the City. The adopted plans allow the City to consider existing conditions and
identify enhancements needed to provide additional service needed by new development. The
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City implements these plans through its capital improvements program that identifies
individual projects, project construction scheduling, and financing of construction.
As stated in 38.300.020.C, the designation of a zoning district does not guarantee approval of
new development until the City verifies the availability of needed infrastructure. All zoning
districts in Bozeman enable a wide range of uses and intensities. At time of future subdivision
or site plan review the need for individual services can be more precisely determined. No
subdivision or site plan is approved without demonstration of adequate capacity.
38.300.020.C, “Placement of any given zoning district on an area depicted on the zoning
map indicates a judgment on the part of the city that the range of uses allowed within that
district are generally acceptable in that location. It is not a guarantee of approval for any
given use prior to the completion of the appropriate review procedure and compliance with
all of the applicable requirements and development standards of this chapter and other
applicable policies, laws and ordinances. It is also not a guarantee of immediate
infrastructure availability or a commitment on the part of the city to bear the cost of
extending services.”
See also comments under Criterion C.
E. Reasonable provision of adequate light and air.
Criterion Met. The REMU zoning designation has requirements for setbacks, height, and lot
coverage which provide for the reasonable provision of adequate light and air. Any future
development of the property will be required to conform to City standards for setbacks, height,
lot coverage, and buffering.
In addition to the zoning standards, adopted building codes contain more detailed requirements
for air circulation, window placement, and building separation that further ensure the intent of
this criterion is satisfied.
The site has wetlands running through the northern portion of the property. The City requires
protection of wetlands. This requirement applies to all zoning districts. This will support
additional light and air beyond what would otherwise be applicable on the site.
F. The effect on motorized and non-motorized transportation systems.
Criterion Met. The proposed zoning will allow for a higher density of uses than is currently
allowed under Gallatin County zoning. As a result, under the proposed zoning, when a
development is proposed, they will be responsible for their frontage improvements which will
include improvements along Stucky Road, Graff Street, and 27th Avenue in addition to internal
streets required to serve development.
In addition, the City’s proposed trails plan includes a future trail along the watercourse.
Additional offsite improvements to mitigate safety concerns to connect to the greater
transportation system such as Stucky Road, multi-modal crossing facilities for South 19th
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Avenue, assuming a nexus, future development will be required to provide these improvements
which will enhance the city’s motorized and non-motorized transportation systems.
Bennett Boulevard was constructed through improvement required by the Gran Cielo
subdivision development.
The Walk Score is low with a walk score of 1, a transit score of zero, and a bike score of 49.
These values are provided by Walk Score, a private organization which presents information
on real estate and transportation through walkscore.com. The algorithm which produces these
numbers is proprietary. A score is not an indication of safety or continuity of services or routes.
Scores are influenced by proximity of housing, transit, and services and expected ability, as
determined by the algorithm, to meet basic needs without using a car. Sites located on the edge
of the community have lower scores than those in the center of the community as the area is
still under development and therefore diversity of uses is less than in fully established areas.
There are no adopted development standards relating to the walk score. If, as suggested by the
applicant, their statement of constructing mixed-use, may eventually improve these scores.
According to Walk Score® the walks score measures the walkability of any address based on
the distance to nearby places and pedestrian friendliness.
90 – 100 Walker’s Paradise. Daily errands do not require a car.
70 – 89 Very Walkable. Most errands can be accomplished on foot.
50 – 69 Somewhat walkable. Some errands can be accomplished on foot.
25 – 49 Car-Dependent. Most errands require a car.
0 – 24 Car-Dependent. Almost all errands require a car.
G. Promotion of compatible urban growth.
Criterion Met. The intent and purpose of the REMU is to establish areas within Bozeman that
are mixed-use in character and to provide options for a variety of housing, employment, retail
and neighborhood service opportunities within a new or existing neighborhood. Although
the character of the area is emerging a somewhat eclectic use, building form, and building form
has evolved. To the east is un-annexed business park type office complex without complete
streets to support multi-modal transportation. To southeast is the Gran Cielo subdivision which
is a low density residential development. To the north is a designated regional commercial
designated area that has yet to be developed.
Use of this mixed-use zone is appropriate for areas adjacent to a variety of land uses and can
stand alone to develop its own neighborhood character, as described in residential intent and
purpose statement. Surrounding zoning includes medium to high density residential, County
lands, and future commercial.
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Creating a more dense residential development with commercial services adjacent to a higher
intensity commercial area is a compatible use. In addition, the proposed zoning is in
accordance with the Bozeman Community Plan’s future land use designation of Urban
Neighborhood.
H. Character of the district.
Criterion Met. The proposed REMU zoning promotes the character of the district as the
intent of the Residential Emphasis Mixed-use District is to:
“… establish areas within Bozeman that are mixed-use in character and to provide
options for a variety of housing, employment, retail and neighborhood service
opportunities within a new or existing neighborhood.” Described in Appendix B
below the district employs nine aspirational statements to encourage developers to
design and construct developments that meet the intent and purpose of the district.
1. Emphasizing residential as the primary use, including single household dwellings,
two to four household dwellings, townhouses, and apartments.
2. Providing for a diverse array of neighborhood-scaled commercial and civic uses
supporting residential.
3. Emphasizing a vertical and horizontal mix of uses in a compact and walkable
neighborhood setting.
4. Promoting neighborhoods that:
a. Create self-sustaining neighborhoods that will lay the foundation for healthy
lifestyles;
b. Support compact, walkable developments that promote balanced transportation
options;
c. Have residential as the majority use with a range of densities;
d. Provide for a diverse array of commercial and civic uses supporting residential;
e. Have residential and commercial uses mixed vertically and/or horizontally;
f. Locate commercial uses within walking distance;
g. Incorporate a wider range of housing types; and
h. Encourage developments that exhibit the physical design characteristics of
vibrant, urban, and pedestrian-oriented complete streets.
5. Providing standards and guidelines that emphasize a sense of place:
a. Support or add to an existing neighborhood context;
b. Enhance an existing neighborhood's sense of place and strive to make it more
self-sustainable;
c. Encourage a new neighborhood commercial center(s) with a unique identity and
strong sense of place;
d. Develop commercial and mixed-use areas that are safe, comfortable, and
attractive to pedestrians; and
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e. Reinforce the principle of streets as public places that encourage pedestrian and
bicycle travel, transit, on-street parking and physical elements of complete
streets.
6. Providing standards and guidelines that emphasize natural amenities:
a. Preserve and integrate the natural amenities into the development; and
b. Appropriately balance a hierarchy of both parks and public spaces that are
within the neighborhood.
7. Providing standards and guidelines that emphasize the development of centers:
a. Group uses of property to create vibrant centers;
b. Where appropriate create a center within an existing neighborhood;
c. Facilitate proven, market driven projects to ensure both long and short-term
financial viability;
d. Allow an appropriate blend of complementary mixed land uses including, but
not limited to, retail, offices, commercial services, restaurants, bars, hotels,
recreation and civic uses, and housing, to create economic and social vitality;
e. Foster the master plan development into a mix of feasible, market driven uses;
f. Emphasize the need to serve the adjacent, local neighborhood and as well as the
greater Bozeman area; and
g. Maximize land use efficiency by encouraging shared use parking.
8. Promoting the integration of action:
a. Support existing infrastructure that is within and adjacent to REMU zones;
b. Encourage thoughtfully developed master planned communities;
c. Provide flexibility in the placement and design of new developments and
redevelopment to anticipate changes in the marketplace;
d. Provide flexibility in phasing to help ensure both long and short term financial
viability for the project as a whole;
9. Providing standards and guidelines that promote sustainable design:
Use of this zone is appropriate for sites at least five acres in size and areas located
adjacent to an existing or planned residential area to help sustain commercial uses
within walking distance and a wider range of housing types
With such a broad intent and purpose statement is difficult to find the REMU district would
not be promotive of a districts character. The applicant states the obvious that the REMU
district, “will allow for similar and additional compatible uses and allow for increased
residential density and small scale retail and restaurants…” However, other residential zoning
districts allow the same residential structure types and densities as the REMU district. The
REMU district allows great latitude for large scale commercial use as described in Table
38.310.040.A and B. Retail uses are limited as proportion of the master planned site, there is
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no restrictions to convenience uses, offices, general service use, short term rentals, although
hotels are limited to 40,000 square feet.
Section 76-2-302, MCA says “…legislative body may divide the municipality into districts of
the number, shape, and area as are considered best suited to carry out the purposes [promoting
health, safety, morals, or the general welfare of the community] of this part.” Emphasis added.
This proposal amends the zoning map and not the text. Therefore, no element of this
amendment modifies the standards of any zoning district. The character of the districts as
created by those standards remains intact.
As noted above, the City Commission has latitude in considering the geographical extents of a
zoning district. Application of any municipal zoning district to the subject property will alter
the existing agricultural character of the subject property. It is not expected that zoning freeze
the character of an area in perpetuity. Rather, it provides a structured method to consider
changes to the character.
The City has defined compatible development as:
“The use of land and the construction and use of structures which is in harmony with
adjoining development, existing neighborhoods, and the goals and objectives of the
city's adopted growth policy. Elements of compatible development include, but are not
limited to, variety of architectural design; rhythm of architectural elements; scale;
intensity; materials; building siting; lot and building size; hours of operation; and
integration with existing community systems including water and sewer services,
natural elements in the area, motorized and non-motorized transportation, and open
spaces and parks. Compatible development does not require uniformity or monotony
of architectural or site design, density or use.”
The City has adopted many standards to identify and avoid or mitigate demonstrable negative
impacts of development. These will support the ability of future development in REMU to be
compatible with adjacent development and uphold the residential character of the area. As
noticed in the growth policy under discussion of this criterion a local street is considered an
adequate separation between different uses and districts to minimize impacts, see page 77 of
the Bozeman Community Plan 2020.
I. Peculiar suitability for particular uses.
Criterion Met. The property is located adjacent to residential and commercial uses which the
REMU envisions a combination of. The site is well located in relation to utilities and
transportation. Proximity of housing to significant services and employment is encouraged in
the growth policy. The proposed REMU zoning designation is suitable for the property’s
location and adjacent uses.
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J. Conserving the value of buildings.
Neutral. The two existing residential structures will remain as the property develops.
Considerable new development has and is planned to occur nearby with the exception of the
Genesis Business Park to the east. Development of the site will likely increase building values
in the area, including the County inholding, by adding additional demand for goods and
services, connecting and completing the transportation network, and through the minimum
standards of the REMU district nine implantation strategies.
K. Encourage the most appropriate use of land throughout the jurisdictional area.
Criterion Met. The proposed REMU zoning designation will encourage the most appropriate
use of land as the property is adjacent to both residential and commercial uses. There is access
to the city’s services, including streets, thus is able to support a higher intensity of uses as
allowed within the REMU zoning district. Furthermore, the proposed REMU zoning
designation is consistent with the BCP 2020 future land use map designation of “Urban
Residential”.
PROTEST NOTICE FOR ZONING AMENDMENTS
IN THE CASE OF WRITTEN PROTEST AGAINST SUCH CHANGES SIGNED BY THE
OWNERS OF 25% OR MORE OF THE AREA OF THE LOTS WITHIN THE AMENDMENT
AREA OR THOSE LOTS OR UNITS WITHIN 150 FEET FROM A LOT INCLUDED IN A
PROPOSED CHANGE, THE AMENDMENT SHALL NOT BECOME EFFECTIVE EXCEPT
BY THE FAVORABLE VOTE OF TWO-THIRDS OF THE PRESENT AND VOTING
MEMBERS OF THE CITY COMMISSION.
The City will accept written protests from property owners against the proposal
described in this report until the close of the public hearing before the City Commission.
Pursuant to 76-2-305, MCA, a protest may only be submitted by the owner(s) of real property
within the area affected by the proposal or by owner(s) of real property that lie within 150 feet
of an area affected by the proposal. The protest must be in writing and must be signed by all
owners of the real property. In addition, a sufficient protest must: (i) contain a description of
the action protested sufficient to identify the action against which the protest is lodged; and (ii)
contain a statement of the protestor's qualifications (including listing all owners of the property
and the physical address), to protest the action against which the protest is lodged, including
ownership of property affected by the action. Signers are encouraged to print their names after
their signatures. A person may in writing withdraw a previously filed protest at any time prior
to final action by the City Commission. Protests must be delivered to the Bozeman City
Clerk, 121 North Rouse Ave., PO Box 1230, Bozeman, MT 59771-1230.
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APPENDIX A - NOTICING AND PUBLIC COMMENT
Notice was published in the Bozeman Daily Chronicle on February 19 and 26, 2023. The
notice was posted on site and notices mailed by the applicant as required by 38.220 and the
required confirmation provided to the Planning Office. Notice was provided at least 15 and not
more than 45 days prior to any public hearing.
As of the writing of this report on March 7, 2023, no written comments have been received on
this application.
APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING
Adopted Growth Policy Designation:
The property is designated as “Urban Neighborhood” in the Bozeman Community Plan 2020.
“This category primarily includes urban density homes in a variety of types, shapes,
sizes, and intensities. Large areas of any single type of housing are discouraged. In
limited instances, an area may develop at a lower gross density due to site constraints
and/or natural features such as floodplains or steep slopes. Complementary uses such
as parks, home-based occupations, fire stations, churches, schools, and some
neighborhood-serving commerce provide activity centers for community gathering and
services. The Urban Neighborhood designation indicates that development is expected
to occur within municipal boundaries. This may require annexation prior to
development.
Applying a zoning district to specific parcels sets the required and allowed density.
Higher density residential areas are encouraged to be, but are not required or restricted
to, proximity to commercial mixed use areas to facilitate the provision of services and
employment opportunities without requiring the use of a car.”
Proposed Zoning Designation and Land Uses:
The applicant has requested zoning of REMU, Residential Emphasis Mixed Use District
whose intent is to:
Residential emphasis mixed-use zoning district (REMU). The intent and purpose of the
REMU district is to establish areas within Bozeman that are mixed-use in character and to
provide options for a variety of housing, employment, retail and neighborhood service
opportunities within a new or existing neighborhood. These purposes are accomplished by:
1. Emphasizing residential as the primary use, including single household dwellings,
two to four household dwellings, townhouses, and apartments.
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2. Providing for a diverse array of neighborhood-scaled commercial and civic uses
supporting residential.
3. Emphasizing a vertical and horizontal mix of uses in a compact and walkable
neighborhood setting.
4. Promoting neighborhoods that:
i. Create self-sustaining neighborhoods that will lay the foundation for healthy
lifestyles;
j. Support compact, walkable developments that promote balanced transportation
options;
k. Have residential as the majority use with a range of densities;
l. Provide for a diverse array of commercial and civic uses supporting residential;
m. Have residential and commercial uses mixed vertically and/or horizontally;
n. Locate commercial uses within walking distance;
o. Incorporate a wider range of housing types; and
p. Encourage developments that exhibit the physical design characteristics of
vibrant, urban, and pedestrian-oriented complete streets.
5. Providing standards and guidelines that emphasize a sense of place:
f. Support or add to an existing neighborhood context;
g. Enhance an existing neighborhood's sense of place and strive to make it more
self-sustainable;
h. Encourage a new neighborhood commercial center(s) with a unique identity and
strong sense of place;
i. Develop commercial and mixed-use areas that are safe, comfortable, and
attractive to pedestrians; and
j. Reinforce the principle of streets as public places that encourage pedestrian and
bicycle travel, transit, on-street parking and physical elements of complete
streets.
6. Providing standards and guidelines that emphasize natural amenities:
c. Preserve and integrate the natural amenities into the development; and
d. Appropriately balance a hierarchy of both parks and public spaces that are
within the neighborhood.
7. Providing standards and guidelines that emphasize the development of centers:
a. Group uses of property to create vibrant centers;
h. Where appropriate create a center within an existing neighborhood;
i. Facilitate proven, market driven projects to ensure both long and short-term
financial viability;
j. Allow an appropriate blend of complementary mixed land uses including, but
not limited to, retail, offices, commercial services, restaurants, bars, hotels,
recreation and civic uses, and housing, to create economic and social vitality;
k. Foster the master plan development into a mix of feasible, market driven uses;
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l. Emphasize the need to serve the adjacent, local neighborhood and as well as the
greater Bozeman area; and
m. Maximize land use efficiency by encouraging shared use parking.
8. Promoting the integration of action:
e. Support existing infrastructure that is within and adjacent to REMU zones;
f. Encourage thoughtfully developed master planned communities;
g. Provide flexibility in the placement and design of new developments and
redevelopment to anticipate changes in the marketplace;
h. Provide flexibility in phasing to help ensure both long and short term financial
viability for the project as a whole;
9. Providing standards and guidelines that promote sustainable design:
Use of this zone is appropriate for sites at least five acres in size and areas located
adjacent to an existing or planned residential area to help sustain commercial uses
within walking distance and a wider range of housing types.
The Zoning Correlation Table on Page 58 of the Bozeman Community Plan, 2020 correlates
zoning districts with the Growth Policy’s land use categories, demonstrating that the proposed
zoning designation of REMU correlates with the Growth Policy’s future land use designation
of “Residential Mixed-Use”.
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APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF
Owner: Marshall Bennett & Julie Bennett, 5332 Stucky Road, Bozeman, MT 59718
Applicant: Cadius Partners, LP, 23 Apex Drive, Bozeman, MT 59718
Representative: Madison Engineering, 895 Technology Blvd., Suite 203, Bozeman, MT 59718
Report By: Tom Rogers, Senior Planner, Community Development Department
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FISCAL EFFECTS
No unusual fiscal effects have been identified. No presently budgeted funds will be changed by
this Annexation or Zone Map Amendment.
ATTACHMENTS
The full application and file of record can be viewed at the Community Development
Department at 20 E. Olive Street, Bozeman, MT 59715.
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