HomeMy WebLinkAbout06-06-23 City Commission Meeting Agenda & Packet MaterialsA.Call to Order - 6:00 PM - Commission Room, City Hall, 121 North Rouse
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B.Pledge of Allegiance and a Moment of Silence
C.Changes to the Agenda
D.Authorize Absence
E.Public Service Announcements
F.FYI
G.Commission Disclosures
H.Consent
H.1 Accounts Payable Claims Review and Approval (Waters)
H.2 Authorize the City Manager to Sign a Notice of Award and Contract Documents for the 2023
THE CITY COMMISSION OF BOZEMAN, MONTANA
REGULAR MEETING AGENDA
Tuesday, June 6, 2023
How to Participate:
If you are interested in commenting in writing on items on the agenda please send an email to
agenda@bozeman.net or visit the Public Comment Page prior to 12:00 p.m. on the day of the
meeting.
Public comments will also be accepted in-person and through video conference during the appropriate
agenda items but you may only comment once per item.
As always, the meeting will be recorded and streamed through the Commission's video page and
available in the City on cable channel 190.
For more information please contact the City Clerks' Office at 406.582.2320.
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Curb Replacement Project to AV Construction, Inc., for the Purpose of Replacing Curb and
Gutter on Various Streets within the City(Gamradt)
H.3 Authorize the City Manager to Sign a Construction Agreement with Roset and Associates,
Inc. for the Solid Waste Facility Office Remodel and Garage Addition(Handelin)
H.4 Authorize City Manager to Sign a Professional Services Agreement with Corrpro (Aegion) for
Annual Inspection of the Hilltop Tank Cathodic Protection System(Miller)
H.5 Authorize City Manager to Sign an Amendment One with Morrison Maierle for the
Sourdough Creek Intake Improvements Project(Murray)
H.6 Authorize the City Manager to Sign an Amendment 1 to the Warming Center Grant with
Human Resource Development Council (HRDC) for Additional Funding(Peters )
H.7 Authorize the City Manager to Sign a Task Order Six with Economic and Planning Systems for
the North 3rd Avenue Affordable Housing Tax Increment Financing Incentive Review(Fine)
H.8 Authorize the City Manager to Sign a Task Order 7 with Economic and Planning Systems for
a Neighborhood Commercial Cost Analysis(Fine )
H.9 Authorize the City Manager to Sign a Task Order EDD23-001 with Sanderson Stewart for
Urban Renewal District Community Plan Conformance Analysis(Fine)
H.10 Ordinance 2141, Provisional Adoption of the West Kagy Zone Map Amendment Amendment
of the City Zoning Map for Two Existing Lots Consisting of Approximately 2.899 Acres and
the Accompanying Adjacent Right-of way from R-4 (Residential High Density) to R-5
(Residential Mixed-use High Density) Property is Located on the Northeast Corner of South
19th and West Kagy Boulevard, Application 22249(Rogers)
I.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 per topic. 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.
J.Action Items
J.1 Ordinance 2138, Provisional Adoption of 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 Annexation Application 23016 Requesting Annexation of Two Parcels Approximately 1.06
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Acres and Adjacent Right of Way for Willow Way and Amendment to the City Zoning Map
for the Establishment of a Zoning Designation of R-4 (Residential High Density District).
Subject Site is Located on the North Side of Kagy Boulevard and the West Side of Willow
Way (Northwest Corner of Kagy Boulevard and Willow Way), Application 23016.(Cramblet)
J.3 The Jarrett Zone Map Amendment Requesting Amendment of the City Zoning Map to
Change the Zoning on Two Parcels Totaling 39.9 Acres from R-1 (Residential Low Density
District) to R-2 (Residential Moderate Density District) and on One 8.4 Acre Parcel from R-1
(Residential Low Density District) to PLI (Public Lands and Institutions District); the Subject
Site Consists of Three Parcels That are on the Northwest Corner and a Portion of the
Southwest and Southeast Corner of W. Graf Street and S. 11th Avenue, Application
23047(Cramblet)
J.4 Resolution 5443 Adoption of Bozeman's 2023 Economic Vitality Strategy (Fontenot)
K.Appointments
K.1 Appointment to the Transportation Board(Maas)
L.FYI / Discussion
M.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:June 6, 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 claims to be presented
to the City Commission within one year of the date the claims accrued.
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.
In addition to the weekly check issue, please provide approval for checks
dated 5/25 thru 5/31, as there was no commission meeting on 5/30.
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: June 1, 2023
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Memorandum
REPORT TO:City Commission
FROM:Kellen Gamradt, Engineer II
Shawn Kohtz, City Engineer
SUBJECT:Authorize the City Manager to Sign a Notice of Award and Contract Documents for
the 2023 Curb Replacement Project to AV Construction, Inc., for the Purpose of
Replacing Curb and Gutter on Various Streets within the City
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to sign the Notice of Award and contract documents for
the 2023 Curb Replacement Project to AV Construction, Inc., in the amount of
$135,928.00
STRATEGIC PLAN:2.2 Infrastructure Investments: Strategically invest in infrastructure as a
mechanism to encourage economic development.
BACKGROUND:
Attached is a copy of the Notice of Award for the above referenced project. The
project generally includes: removing and replacing curb and gutter on East Harrison
Street between South Willson Avenue and South Tracy Avenue, on East Babcock
Street between North Tracy Avenue and North Black Avenue, and on East
Cottonwood Street between North Black Avenue and North Bozeman Avenue and
replacement of associated pedestrian ramps and storm drain infrastructure.
The contract is to be completed within 40 calendar days of the issuance of the notice
to proceed.
Bids for the above-referenced project were opened on May 17, 2023 with 1 bid being
submitted. The low bid was submitted by AV Construction, Inc. in the amount of
$135,928.00 for the base bid schedule 1 work. The Bid Tabulation for the project is
attached. This bid is commensurate with the work involved. Executed contract
documents will be available online and retained in the City Clerk’s office.
UNRESOLVED ISSUES:None
ALTERNATIVES:Disapprove
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FISCAL EFFECTS:This project will be paid for with $105,000 funding from the FY24 Annual Curb
Replacement Fund (Budgeted $105,000, FY24 Street Reconstruction Fund 504 -
SCR01) and $30,928 from the annual pedestrian ramp repair fund (Budgeted
$110,000, FY 24 Street Maintenance Fund 111 - STR75)
Attachments:
Bid Sheet - 2023 Curb Replacement.pdf
AWARD.docx
Report compiled on: May 17, 2023
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Name:Contractor #:Affirmation Form:Bid Bond:Base Bid Total:
AV Construction Inc
476 Cayuse Trail
Bozeman MT 59718 157351 Yes Yes $135,928.00
Mike Maas Kellen Gamradt
City Clerk Engineer
Bid Check:Delivered to Finance:Accepted By:Date:
BID - 2023 Curb Replacement
These bids were opened and read before the undersigned at 2:00 pm on Wednesday, May 17, 2023.
DocuSign Envelope ID: 66BF8E18-C062-4F8D-B9C1-08817DC26CAD
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NOTICE OF AWARD
Dated: __________________________
TO: AV Construction, Inc.
ADDRESS: P.O. Box 11966, Bozeman, MT 59719
PROJECT: City of Bozeman 2023 Curb Replacement Project
CONTRACT FOR: Schedule 1
You are notified that your Bid dated May17th, 2023, for the above Contract has been considered. You are the
apparent Successful Bidder and have been awarded a Contract for the City of Bozeman 2023 Curb
replacement Project.
The Contract Price of your Contract is:one hundred thirty five thousand nine hundred twenty eight
Dollars & 00/100 ($135,928.00).
Three copies of the proposed Contract Documents accompany this Notice of Award.
You must comply with the following conditions precedent within fifteen (15) days of the date of this
Notice of Award, that is, by ________________ .
1.You must deliver to the OWNER 3 fully executed counterparts of the Agreement including all the
Contract Documents and Drawings.
2.You must deliver with the executed Agreement the Contract Security (Bonds) as specified in the
Instruction to Bidders (page 7), General Conditions (paragraph 5.01) and Supplementary Conditions
(paragraph SC-5.02).
3.List other conditions precedent:
You must deliver with the executed Agreement the Certificates of Insurance as specified in
the General Conditions (paragraph 5.03) and Supplementary Conditions (paragraph SC-5.04).
Failure to comply with these conditions within the time specified will entitle OWNER to consider your
Bid abandoned, to annul this Notice of Award, and to declare your Bid Security forfeited.
Within ten (10) days after you comply with these conditions, OWNER will return to you one fully
signed counterpart of the Agreement with the Contract Documents attached.
CITY OF BOZEMAN, MONTANA ATTEST:
BY: __________________________________BY: ____________________________
(CITY MANAGER)(CITY CLERK)
DATE: _______________________________
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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 Construction Agreement with Roset
and Associates, Inc. for the Solid Waste Facility Office Remodel and Garage
Addition
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to Sign a Construction Agreement with Roset
and Associates, Inc. for the Solid Waste Facility Office Remodel and Garage
Addition.
STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and
maintenance for existing and new infrastructure.
BACKGROUND:City Staff and consultant HDR previously developed the Public Works
Facilities Master Plan in 2020 to determine the future staffing and
equipment storage needs of the Solid Waste Division. This project represents
the first phase of expansion 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) and FY23 Budget.
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:
Construction Agreement Final
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Exhibit A
Report compiled on: May 25, 2023
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Construction Agreement for SWD Facility Remodel/Addition FY2020-2021 Page 1 of 17
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 17
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 17
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 17
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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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. 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 site of the Construction Project and shall be made no later than
the first day of work. Such posting shall be removed only upon the final completion of the Construction Project and the termination of this Agreement. b. In performing the terms and conditions of this Agreement and the work on
the Construction Project, Contractor shall give preference to the employment of bona fide
residents of Montana, as required by §18-2-403, MCA, and 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.
c. Pursuant to §§18-2-403 and 18-2-422, MCA, Contractor shall pay wages, benefits, and expenses in conformance with the current version of the Prevailing Wage Rates for Building Construction Services as published by the Montana Department of Labor and Industry and which are applicable to Gallatin County. Contractor shall pay all
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hourly wage employees on a bi-weekly basis. Violation of the requirements to pay applicable prevailing wage rates may subject the Contractor to the penalties set forth in
§18-2-407, MCA. Contractor shall maintain payroll records and provide certified copies
to the City. Contractor shall maintain such payroll records during the term of this Agreement, the course of the work on the Construction Project, and for a period of three (3) years following the date of final completion of the Construction Project and termination of this Agreement.
d. 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. e. 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. 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
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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 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
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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. 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;
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• 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: Contractor must secure Builder’s Risk/Property Insurance as described here only for the portions of the Construction Project for the Proposed Building Addition as show on Building Permit/Bidding Drawings in a form 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
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
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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.
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.
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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 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
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Construction Agreement for SWD Facility Remodel/Addition FY2020-2021 Page 17 of 17
By: _______________________________ By: Jeff Mihelich, City Manager Print Name: Title:
APPROVED AS TO FORM:
By: _______________________________ Greg Sullivan, City Attorney
27
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
A28
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
29
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 MONTANALICENSEDSAUCIER30
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
31
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 MONTANALICENSEDSAUCIER32
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 MONTANALICENSEDSAUCIER33
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
A34
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
A35
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
A36
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
A37
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
38
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
39
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
40
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
41
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
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PORTLAND OREGON 97205
503 227 4860 TEL
503 227 4920 FAX
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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
42
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
43
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
44
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
45
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
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
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
46
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
47
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
48
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
49
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
50
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
51
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
52
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
53
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
54
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
55
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
56
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
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 11:42:12 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
57
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
58
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
59
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
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 11:42:14 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
61
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
62
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
63
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
64
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
65
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
66
Memorandum
REPORT TO:City Commission
FROM:Jill Miller, Water Treatment Plant Superintendent
John Alston, Utilities Director
SUBJECT:Authorize City Manager to Sign a Professional Services Agreement with
Corrpro (Aegion) for Annual Inspection of the Hilltop Tank Cathodic
Protection System
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize City Manager to execute the Professional Services Agreement with
Corrpro (Aegion) for annual inspection of the Hilltop Tank Cathodic
Protection System.
STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and
maintenance for existing and new infrastructure.
BACKGROUND:In 2007, the 2 million gallon Hilltop Tank located on Kenyon Drive was
drained, interior repaired and repainted, and a cathodic protection system
was installed by Corrpro (Aegion). Since then, the cathodic protection
system has been inspected annually by Corrpro. The inspection generally
occurs between June and August depending on the company's schedule. This
includes Tank-to-Water potential profile, Electrical Measurements on anode
and reference cells, inspection of the controls, meters, contacts, and wiring;
adjust system as necessary, and submitting a report.
Starting in 2019 a new contract was drawn up and agreed upon by both
parties' legal departments.
UNRESOLVED ISSUES:None
ALTERNATIVES:Forgo annual inspection.
FISCAL EFFECTS:the inspection is budgeted for annually in the WTP Operating budget. The
cost of the inspection is $975.
Attachments:
PSA with Corrpro 2023 signed.pdf
Exhibit A 2023 Corrpro Proposal.pdf
Report compiled on: May 15, 2023
67
Professional Services Agreement for Inspection of Cathodic Protection of Hilltop Tank FY 2023 – FY 2024 Page 1 of 11
PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this 1st day of June, 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, Corrpro Companies, Inc., 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 Plan “C” Service as described in and 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 will
expire on the 31st day of May, 2024, unless earlier terminated in accordance with this Agreement.
3. Scope of Services: Contractor will conduct an inspection of the cathodic protection
corrosion control equipment of the hilltop tank at the Bozeman Water Treatment Plant and provide
the services in accordance with the requirements of the Scope of Services as described in Plan “C”
Service of Exhibit A. For conflicts between this Agreement and the terms in Exhibit A, unless
specifically provided otherwise, the terms of this Agreement govern, including but not limited to
Section 7.
4. Payment: City agrees to pay Contractor $975.00 for the services described in Exhibit
A. 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 $975.00. The City must agree in writing upon any additional
charges. Unless otherwise set forth in the Agreement, payments are due to Contractor from the City
within thirty (30) days receipt of invoice and payable in U.S. Dollars. In the event City does not pay
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in accordance with the terms of this Agreement, Contractor shall have the right to terminate the
Agreement and City shall pay all collection costs incurred by Contractor, including attorneys’ fees.
5. Contractor’s Representations: To induce City to enter into this Agreement,
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 for one (1) year from completion date, 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.
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
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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, within the limits of its insurance, 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.
7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, within the limits of its insurance in this Agreement,
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 reasonable
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 and within the
limits of its insurance in this Agreement, 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 willful 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 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.
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Should any indemnitee described herein 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 indemnitee 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 indemnitee 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 his 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.
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.
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The above amounts shall be exclusive of defense costs. The City of Bozeman, its officers,
agents, and employees, shall be endorsed as an additional or named insured on a primary non-
contributory basis on the Commercial General and Automobile Liability policies. The insurance and
required endorsements must be in a form suitable to City and carrier will provide cancellation notice
in accordance with policy provisions. The City must approve all insurance coverage and
endorsements prior to the Contractor commencing work. 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:
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
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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
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 each party 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 against the other.
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:
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a. City’s Representative: The City’s Representative for the purpose of this
Agreement shall be Jill Miller, Water Treatment Plant 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 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
purpose of this Agreement shall be Raychell Whitlow-Long 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.
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,
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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 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
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.
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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 City Attorney.
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
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.
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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. 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.
30. Integration: This Agreement and the Scope of Services specifically described as in
Exhibit A attached hereto constitute the entire agreement of the parties. The following language in
Exhibit A is specifically excluded from this Agreement and nonbinding on the parties: “Corrpro’s
total liability to Client shall not exceed the amount of compensation actually paid for the services,
products, or materials giving rise to the claim. Client and Corrpro waive all rights against each other
and any of their subcontractors, agents, and employees for all loss or damage to property or its loss
of use.” 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.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
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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
Jeff Mihelich, City Manager
By Print Name:
Print Title:
APPROVED AS TO FORM:
By
Greg Sullivan, Bozeman City Attorney
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Memorandum
REPORT TO:City Commission
FROM:Bob Murray, Project Engineer
Shawn Kohtz, City Engineer
Nick Ross, Director of Transportation & Engineering
SUBJECT:Authorize City Manager to Sign an Amendment One with Morrison Maierle
for the Sourdough Creek Intake Improvements Project
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize City Manager to sign Amendment One with Morrison Maierle for
the Sourdough Creek Intake Improvements project.
STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and
maintenance for existing and new infrastructure.
BACKGROUND:Attached is a copy of the partially executed Amendment No. 1 with Morrison
Maierle for the Sourdough Creek Intake Improvements project. The
document is in the City’s standard format.
This project is being funded using the City’s American Rescue Plan Act
(ARPA) funds. Those funds are administered by the state Department of
Natural Resources and Conservation who require that a Montana
Environmental Policy Act checklist (MEPA) be completed and submitted for
all projects funded through their agency. Additionally, because of the age of
the existing intake structure, one of the requirements of the MEPA checklist
is that an inventory of the existing intake structure as well as a Class III
cultural resource inventory of the site be completed and submitted to the
State Historic Preservation Office. None of this work was included in the
scope of the original agreement for the project and is being added by this
amendment.
UNRESOLVED ISSUES:None
ALTERNATIVES:As suggested by the City Commission.
FISCAL EFFECTS:$13,000.00 to be paid from ARPA funds.
Attachments:
Sourdough Creek Intake Improvements Amendment No.
1.pdf
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Report compiled on: May 16, 2023
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Memorandum
REPORT TO:City Commission
FROM:Kira Peters, Assistant City Manager
SUBJECT:Authorize the City Manager to Sign an Amendment 1 to the Warming Center
Grant with Human Resource Development Council (HRDC) for Additional
Funding
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Agreement - Agency/Non-profit
RECOMMENDATION:Authorize the City Manager to sign the amendment to the 2022 HRDC
Community Warming Center Grant Agreement to provide additional funding
from the City of Bozeman to the HRDC to support off season operations at
the Warming Center (April 2023 through October 2023).
STRATEGIC PLAN:4.5 Housing and Transportation Choices: Vigorously encourage, through a
wide variety of actions, the development of sustainable and lasting housing
options for underserved individuals and families and improve mobility
options that accommodate all travel modes.
BACKGROUND:
In August of 23, 2022 as part of the Bozeman Non-profit Grant Award
program, the City of Bozeman granted and released a sum up to two
hundred and fifty thousand dollars ($250,000) from the Workforce Housing
Fund (the “Grant”) for the purpose of operating a Community Warming
Center as described in the HRDC’s grant request (the “Project”) to cover the
operating costs of the Warming Center located at 2015 Wheat Drive in
Bozeman, Montana.
In March of 2023, the HRDC notified the City of Bozeman that additional
funding would be required to keep the Warming Center open during specific
times during the “off season” months of April 2023 through October 2023.
The HRDC reports that the necessity for additional funding is attributed to
the increased staffing levels needed to safely accommodate the needs of the
increased number of Warming Center guests and to meet basic security for
HRDC guests and for HRDC staff.
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UNRESOLVED ISSUES:The complicated situation and impacts of people experiencing homelessness
is a national concern. The City of Bozeman recognizes the importance of
continually working with community partners like the HRDC to identify
solutions and provide resources to people experiencing homelessness while
prioritizing the health and safety of both the unhoused and the broader
community.
ALTERNATIVES:As identified by Commission.
FISCAL EFFECTS:If approved, this grant amendment allows for an additional $50,000 dollars
to be granted and released from the City of Bozeman to the HRDC, for sole
purpose of continuing operations at the Community Warming Center during
the “off season” months of April through October 2023.
Attachments:
22- Grant Agreement - Warming Shelter - HRDC.pdf
HRDC Grant Amendment 2023.pdf
Report compiled on: May 15, 2023
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FY 2022 Grant Agreement – HRDC for Community Warming Center
Page 1
GRANT AGREEMENT
HRDC – Warming Center
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
located at 121 N. Rouse Ave., Bozeman MT 59771 (“City”) as Grantor and Human Resources
Development Council of District IX, Inc. (“HRDC”), a Montana nonprofit corporation located at
32 South Tracy Ave., Bozeman Montana 59715 as Grantee. Collectively City and HRDC may be
referred to herein as the “Parties.”
WHEREAS, on October 17, 2005 the Bozeman City Commission adopted Resolution No. 3866
establishing policies for the granting of funds from the City of Bozeman to a requesting entity;
and
WHEREAS, HRDC submitted a proposal to the City Commission for a grant of up to $241,920 for
operating a warming shelter at property leased by HRDC to serve as a warming shelter (the
“Property”) on land located at 2015 Wheat Drive, Bozeman Montana (the “Land”); and
WHEREAS, the City Commission finds there is a compelling public interest in alleviating the
need for emergency housing in the community as described in HRDC’s proposal and that the
project will serve a public purpose.
THE PARTIES AGREE:
1. Grant. The City will grant and release to HRDC a sum of up to two hundred forty one
thousand nine hundred twenty dollars ($241,920) from its Workforce Housing Fund (the
“Grant”) pursuant to the payment terms in Section 3.
2. Use of Grant Funds. Grant funds will be used by HRDC for the sole purpose of operating
a Community Warming Center as described in HRDC’s grant request dated January 6,
2022 (the “Project”), attached hereto as Exhibit A and by this reference incorporated
herein. The Parties understand and agree this Agreement is for operational costs
associated with the Community Warming Center and in no way supersedes or amends
the Grant Agreement entered into between the Parties for costs related to construction
activities at the Project dated April 20, 2020.
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FY 2022 Grant Agreement – HRDC for Community Warming Center
Page 2
3. Payment of Grant Funds
a. HRDC will invoice the City for up to $241,920 to receive payment, subject to the
terms of this Agreement.
b. Any funds from the Grant not awarded during the term of this Agreement will
remain in the City’s Workforce Housing Fund and will be available for other
appropriation.
4. Term. The term of this Agreement will commence on the Effective Date and expire on
October 31, 2022. unless earlier terminated as provided herein.
5. Repayment of Grant Funds.
a. Use of Property for a Public Purpose. The City is agrees to grant the Grant funds
only for the purposes described in HRDC’s grant request attached as Exhibit A.
6. Grantee Representations
a. HRDC has familiarized itself with the nature and extent of this Agreement and
with all local conditions and federal, state and local laws, ordinances, rules, and
regulations that in any manner may affect HRDC’s performance under this
Agreement.
b. HRDC represents and warrants to City that it has the experience and ability to
perform its obligations under this Agreement; that it will perform said
obligations 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
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 for HRDC to meet this
warranty.
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FY 2022 Grant Agreement – HRDC for Community Warming Center
Page 3
c. HRDC represents and warrants to City that the Grant funds are necessary to
accomplish the financial requirements of the Project.
d. HRDC represents and warrants to the City the Leased Property will be used as a
Community Warming Center as described in HRDC’s proposal, attached hereto
as Exhibit A.
7. Permits and Compliance with Laws. HRDC will obtain, in a timely manner, all required
permits, licenses and approvals, and will meet all requirements of all local, state and
federal laws, rules and regulations which must be obtained or met in connection with
construction or installation of the Improvements. Without limiting the foregoing, HRDC
will request and seek to obtain from the City or other appropriate governmental
authority all necessary land use, zoning, and building permits. HRDC will comply in all
material respects with all applicable environmental laws and regulations applicable to
the construction, installation, and operation of the Improvements, will obtain any and
all necessary environmental reviews, licenses or clearances under, and will comply in all
material respects with, environmental laws and regulations. In addition, HRDC shall
comply fully with all applicable state and federal laws, regulations, and municipal
ordinances related to worker safety including but not limited to 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, and the Americans with Disabilities Act.
8. Worker’s Compensation Insurance. HRDC shall provide in its construction contracts
related to the Project with all of its respective contractors that such contractors are to
be covered by a Worker’s Compensation insurance program with the State, a private
insurance carrier, or an approved self-insurance plan in accordance with State law.
9. Reports/Accountability/Public Information. If Grant funds are paid to HRDC, HRDC will
provide to the City a formal written report that includes, at a minimum, the proof of
expenses paid. HRDC agrees to develop and/or provide such other documentation as
requested by the City demonstrating HRDC’s compliance with the requirements of this
Agreement. HRDC must allow the City, its auditors, and other persons authorized by the
City to inspect and copy its books and records for the purpose of verifying that monies
provided to HRDC pursuant to this Agreement were used in compliance with this
Agreement and all applicable provisions of federal, state, and local law. HRDC will retain
such records for ten (10) years after receipt of final payment under this Agreement
unless permission to destroy them is granted by the City. HRDC shall not issue any
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FY 2022 Grant Agreement – HRDC for Community Warming Center
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statements, releases or information for public dissemination without prior approval of
the City.
10. Independent Contractor Status. The Parties agree that HRDC, its agents, employees,
contractors, or subcontractors, are independent contractors for purposes of this
Agreement and are not to be considered employees or agents of the City for any
purpose. HRDC and its agents, employees, contractors, or subcontractors, are 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.
HRDC, its agents, employees, contractors, or subcontractors, are not authorized to
represent the City or otherwise bind the City in any way.
11. Default and Termination. If HRDC fails to comply with any condition of this Agreement
at the time or in the manner provided for, the City may terminate this Agreement if the
default is not cured within fifteen (15) days after written notice is provided to HRDC.
The notice will set forth the items to be cured. If this Agreement is terminated pursuant
to this Section, HRDC will repay to the City any Grant funds already delivered to HRDC
for the Project. In the event of termination under this Section 17, HRDC shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, damages
of any nature arising, or claimed to have arisen, as a result of the termination.
12. Limitation on HRDC’s Damages; Time for Asserting Claim
a. In the event of a claim for damages by HRDC under this Agreement, HRDC’s
damages shall be limited to contract damages and HRDC 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 HRDC wants to assert a claim for damages of any kind or nature,
HRDC must first 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 ninety (90) days of the facts and
circumstances giving rise to the claim. In the event HRDC fails to provide such
notice, HRDC shall waive all rights to assert such claim.
13. Representatives
a. City’s Representative. The City’s Representative for the purpose of this
Agreement shall be the Economic Development Program Manager for Housing
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and Development 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, HRDC may direct its
communication or submission to other designated City personnel or agents and
may receive approvals or authorization from such persons.
b. HRDC’s Representative. HRDC’s Representative for the purpose of this
Agreement shall be Heather Grenier or such other individual as HRDC shall
designate in writing. Whenever direction to or communication with HRDC is
required by this Agreement, such direction or communication shall be directed
to HRDC’s Representative; provided, however, that in exigent circumstances
when HRDC’s Representative is not available, City may direct its direction or
communication to other designated HRDC personnel or agents.
14. Indemnity/Waiver of Claims/Insurance. To the fullest extent permitted by law, HRDC
agrees to defend, indemnify and hold the City and its agents, representatives,
employees, and officers (collectively referred to for purposes of this Section as the City)
harmless against all third party claims, demands, suits, damages, losses, expenses,
action or other proceeding whatsoever including reasonable defense attorney fees, (i)
arising or purportedly arising out of, or resulting or purportedly resulting from, the
construction or installation of the Improvements, any violation by HRDC of any
agreement, condition or covenant of this Agreement, the maintenance and operation of
the Project, or the presence on any portion of the Land, of any dangerous, toxic or
hazardous pollutants, contaminants, chemicals, waste, materials or substances; or (ii)
which is proximately caused by HRDC or its officers, agents, contractors, consultants 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 indemnitee(s) which would otherwise exist as to such
indemnitee(s). HRDC’s indemnification obligations under this Section shall be without
regard to and without any right to contribution from any insurance maintained by City.
Should any indemnitee described herein be required to bring an action against HRDC to
assert its right to defense or indemnification under this Agreement or under HRDC’s
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FY 2022 Grant Agreement – HRDC for Community Warming Center
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applicable insurance policies required below the indemnitee 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 HRDC was obligated to
defend the claim(s) or was obligated to indemnify the indemnitee for a claim(s) or any
portion(s) thereof.
In the event of an action filed against 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.
HRDC also waives any and all claims and recourse against the City or its officers, agents
or employees, 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 his 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.
These obligations shall survive termination of this Agreement.
In addition to and independent from the above, HRDC shall at HRDC’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 HRDC in this Section. The insurance coverage shall
not contain any exclusion for liabilities specifically assumed by HRDC in this Section
unless and to the extent coverage for such liability is not reasonably available.
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 and HRDC shall furnish to the City an accompanying certificate of insurance and
accompanying endorsements in amounts not less than as follows:
x Workers’ Compensation – statutory;
x Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
x Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate
The City of Bozeman, its officers, agents, and employees, shall be endorsed as an
additional or named insured on a primary non-contributory basis on the Commercial
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FY 2022 Grant Agreement – HRDC for Community Warming Center
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General Liability policy. 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. The City must approve all insurance coverage and endorsements prior to
delivery of Grant funds to HRDC. HRDC shall notify City within two (2) business days of
HRDC’s receipt of notice that any required insurance coverage will be terminated or
HRDC’s decision to terminate any required insurance coverage for any reason.
15. Nondiscrimination and Equal Pay. GRANTEE agrees that all hiring by Grantee of
persons performing this Grant Agreement shall be on the basis of merit and
qualifications. GRANTEE will have a policy to provide equal employment opportunity in
accordance with all applicable state and federal anti-discrimination laws, regulations,
and contracts. GRANTEE 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.
GRANTEE 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). GRANTEE 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.
GRANTEE shall require these nondiscrimination terms of its subcontractors providing
services under this Grant Agreement.
16. Public Meetings and Access to Public Records
a. Meetings of HRDC that pertain to the receipt or expenditure of Grant funds from the
City are subject to the open meeting requirements of Montana law, including those
set forth in Title 7, Chapter 1, Part 41, MCA and Title 2, Chapter 3, MCA. To ensure
compliance, HRDC will provide agendas for meetings that pertain to the receipt or
expenditure of Grant funds covered by this Agreement to the City Clerk’s office no
later than 72 working hours prior to meeting for notice on the City’s official posting
board and any other sites deemed reasonable by the Clerk’s office. In addition,
meeting minutes will be kept by HRDC and provided to the City Clerk’s office no later
than 90 days after the meeting. These minutes shall be posted and made available
to the public by the City Clerk’s office except for those minutes taken during a closed
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FY 2022 Grant Agreement – HRDC for Community Warming Center
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meeting in accordance with 2-3-203, MCA. Minutes taken during a closed meeting
shall also be provided to the City Clerk’s office but shall be handled in accordance
with the City Clerk’s regular executive session protocol and kept private in a secured
cabinet.
b. In accordance with 7-1-4144, MCA and subject to any applicable legal obligation to
protect and preserve individual confidential or private information, upon reasonable
request and at reasonable times during normal business hours, HRDC shall make
such records available for inspection and copying by members of the public. HRDC
may charge for such copying in accordance with the policies of the City, which HRDC
hereby adopts for such purposes.
c. To determine whether a meeting or part of a meeting may be closed to the public
and to determine whether information contained in HRDC documents is protected
by law from disclosure, HRDC may seek a determination of the City Attorney at no
cost to HRDC. Such request and determination shall not create an attorney-client
relationship between HRDC and the City.
17. Attorney’s Fees and Costs. In the event it becomes necessary for a party to this
Agreement 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 shall be
entitled to reasonable attorney’s fees and costs, including fees, salary, and costs of in-
house counsel to include City Attorney.
18. Integration and Modification. This document contains the entire agreement between
the Parties and no statements, promises or inducements made by either party or agents
of either party not contained in this written Agreement may be considered valid or
binding. This Agreement may not be modified except by written agreement signed by
both Parties.
19. 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
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FY 2022 Grant Agreement – HRDC for Community Warming Center
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court of competent jurisdiction in compliance with the Applicable Law provisions
of this Agreement.
20. No Assignment. HRDC may not subcontract or assign HRDC’s rights, including the right
to Grant payments, or any other rights or duties arising hereunder, without the prior
written consent of City.
21. Successors Bound By Agreement; No Third Party Beneficiary. Subject to compliance
with Section 26, this Agreement will inure to the benefit of and be binding upon the
Parties and their respective successors in interest and permitted assignees. 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.
22. Choice of Law. This Agreement shall be governed and construed in accordance with the
laws of the State of Montana without regard to conflict of law provisions. The Parties
agree to submit to the personal and exclusive jurisdiction of the courts located within
Gallatin County, Montana.
23. 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.
24. Severability. If any portion of this Agreement is held to be void or unenforceable, the
balance of the Agreement shall continue in effect.
25. Counterparts. This Agreement may be executed in counterparts, which together
constitute one instrument.
26. 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.
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FY 2022 Grant Agreement – HRDC for Community Warming Center
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IN WITNESS WHEREOF, the Parties hereto have executed this instrument the day and year
indicated below.
CITY OF BOZEMAN
_______________________ Date: __________
Jeff Mihelich, City Manager
HRDC
_______________________ Date: __________
Heather Grenier, President and CEO
Approved as to form:
_______________________ Date: __________
Greg Sullivan, City Attorney
City of Bozeman
____________________________Date:
aagagagaagagagagaggagaggggggggggggggggggggger
99
FY 2020 Grant Agreement – HRDC for Community Warming Center Exhibit A
Exhibit A
Grant Request
100
2/15/22, 9:52 AM Mail - Renata Munfrada - Outlook
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FW: Community Housing Fund Funding Request Application Submission Entry
David Fine <DFine@BOZEMAN.NET>
Fri 2/11/2022 2:08 PM
To: Renata Munfrada <rmunfrada@BOZEMAN.NET>
Renata –
Please use the grant template form to start pu ng this grant together.
David Fine | City of Bozeman Economic Development
C: 406.551.0209 |dfine@bozeman.net | www.bozeman.net | he / him / his
From: webadmin@bozeman.net <webadmin@bozeman.net>
Sent: Thursday, January 6, 2022 3:25 PM
To: sriggs@bozeman.net; Lacie Kloosterhof <LKloosterhof@BOZEMAN.NET>; David Fine <DFine@BOZEMAN.NET>
Subject: Community Housing Fund Funding Request Applica on Submission Entry
A new entry to a form/survey has been submi ed.
Form Name:Community Housing Fund: Funding Request Applica on
Date & Time:01/06/2022 3:24 PM
Response #:8
Submi er ID:47465
IP address:47.47.186.198
Time to complete:49 min. , 2 sec.
Survey Details
Page 1
Community Housing Fund Scoring Sheet
Community Housing Alloca on Process
1.Organiza on Seeking Funding
Organiza on Name HRDC District IX, Inc.
Address 32 South Tracy Avenue
Contact Name Heather Grenier
Contact Phone Number (406) 587-4486 ext. 4891
Contact Email Address hgrenier@thehrdc.org
2.Project Informa on
Project Name Warming Center
Loca on of Project 2015 Wheat Drive
101
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Project Descrip on
HRDC operates an overnight, seasonal shelter in Bozeman. Recently, HRDC was granted addi onal grant funding from
the State of Montana for Day Center opera ons, allowing the facility to be open during day me hours to offer
showers, laundry, peer support ac vi es, computer access, housing services, etc. This has benefited the Bozeman
community greatly and posi vely impacted the business community. However, the number of people without
housing in the valley has grown exponen ally since the onset of COVID-19. The need for shelter is not limited to the
colder months and has far surpassed a seasonal overnight shelter. HRDC proposes an investment from the City of
Bozeman to extend overnight shelter opera ons from 5 months to 12 months per year. In 2021, Bozeman lost seven
community members due to exposure to the outdoor elements. We can do be er as a community in caring for every
member. While a larger facility and 24/7/365 plan are in the works, this will allow us to at least extend overnight
shelter services throughout the year.
Project Timing April 1 - October 31, 2022
Which Community
Housing Ac on Plan
Strategy/Ac on Item Does
This Project Address?
Permanent suppor ve housing and transi onal housing
# of Affordable Dwelling
Units to be
Generated/Renovated
120
Area Median Income %
Targeted
Shelter guests span all income levels, however are most o en referenced as very low
income, indica ng an income range of 0-30% Area Median Income.
Project Partners (if
applicable)
Not answered
3.Indicate how this project ensures permanent or long term affordability
[×] Other
Please Explain
Shelter services ensure emergency community infrastructure is in place. This expands that community infrastructure
from seasonal to year-round for one season.
Page 2
4.Project Funding (Please a ach budget at the end of the applica on)
Total Project Budget $985,500
5.Primary Project Funding Sources
1.Community Dona ons/Fundraising
$ Amount $561,000
2.State of Montana
$ Amount $125,000
3.EFSP
$ Amount $31,000
Amount Requested From
Community Housing Fund
$241,920
6.Which Project Elements Will Funds Be Used For? (a ach line item budget if needed)
1.Overnight shelter team
$ Amount $241,920
2.Not answered
$ Amount Not answered
102
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3.Not answered
$ Amount Not answered
7.Type of Funding Requested
(○) Grant
8.If you selected Grant, would you consider a Loan if Grant was not available?
(○) No
9.Would you accept 50% of your requested amount?
(○) Yes
10.Would you accept 25% of your requested amount?
(○) Yes
11.Could the Grant / Loan be split among mul ple years?
(○) No
12.When would the funds requested need to be received in order to op mize the benefit of the funds requested for
the project?
April 1, 2022
13.Have you received community housing funding assistance in the past 5 years?
(○) Yes
Page 3
14.Addi onal Informa on
What is the level of
urgency behind the
funding request?
Cri cal
If Community Housing
Funds are not allocated to
this project, how does
impact the project?
Overnight shelter will remain seasonal in nature, offered November 1 through March 31
annually, con ngent upon funding.
15.Addi onal Documenta on (i.e. Cover le er, budget, project descrip on, le ers of support, etc...)
Copy of 2021-2022 BWC Yr-Round Costs.pdf
Thank you,
City Of Bozeman
This is an automated message generated by Granicus. Please do not reply directly to this email.
103
FY 2020 Grant Agreement – HRDC for Community Warming Center Exhibit B
Exhibit B
Cost of Improvements
104
BWC Year Round Costs
Scenario 1: No change to staffing costs
Revenue Budget Balance Scenario 1 staffing prelim
Donations ($516,000.00) ($(636.21)
Fundraising Income ($45,000.00)
City of Bozeman ($241,920.00) Source: FE, most recent budget in the drive, staffing cost sheets, staffing prelim.
Other program support ($66,000.00)
State of Montana ($125,000.00)
EFSP ($31,000.00)
Total expected revenue ($1,024,920.00)
Expenses ($414,720.65) $34,560.05 overnight shelter staffing cost/month
Admin/Allocations Costs ($43,248.00)
Salaries ($531,674.77) ($291,413.26) BWC (includes on-call)pulled from prelim. staffing costs Staffing Structure
($81,509.00) DC Program FTE Role
($71,046.37) DIC BWC 2.25 lead $21/hr
($87,706.14) CoB Outreach 3.53 support $20/hr
Fringe ($126,674.92) ($73,307.39) BWC (includes on-call)DC 1 lead
($16,091.05) DC DIC 1 recovery specialist
($12,593.14) DIC 0.5 psh counselor
($24,683.34) CoB Outreach CoB 1 outreach specialist
Construction/Rehab ($40,000.00) 1 ESS HN
Contract Services ($6,000.00) All ESS - mgr 1 ESS mgr
Fundraising Expense ($2,000.00) All ESS - hsg director 0.25 Hsg Dir
Furniture/Fixtures ($40,000.00) total 11.53
Hotel/Motel Vouchers ($10,000.00)
Housing Placemement Support ($12,640.04)
Legal ($400.00)
License+Permit Fees ($200.00)
Outreach & Marketing ($3,000.00)
Prop Insurance ($3,857.00)
Prop Interest ($20,000.00)
Prop Maintenance ($1,800.00)
Prop Rent/repairs ($132,000.00)
Prop Utilities ($28,640.00)
Space/Communications ($2,921.48)
Supplies/equipment/misc.($15,000.00)
Training ($3,000.00)
Travel ($500.00)
Volunteer Recognition ($2,000.00)
Total expenses ($1,025,556.21)
monthly cost ($85,463.02)
105
106
107
Memorandum
REPORT TO:City Commission
FROM:Jesse DiTommaso, Economic Development Specialist
David Fine, Economic Development Program Manager
Brit Fontenot, Economic Development Director
SUBJECT:Authorize the City Manager to Sign a Task Order Six with Economic and
Planning Systems for the North 3rd Avenue Affordable Housing Tax
Increment Financing Incentive Review
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to sign a task order six with Economic and
Planning Systems for the North 3rd Avenue Affordable Housing Tax
Increment Financing Incentive Review
STRATEGIC PLAN:2.2 Infrastructure Investments: Strategically invest in infrastructure as a
mechanism to encourage economic development.
BACKGROUND:The City of Bozeman received a request for TIF assistance from Devco
Development for the proposed affordable housing project, North Third
Apartments currently located on North 3rd Avenue in the Midtown Urban
Renewal District. The project is proposed to include 216 affordable housing
units. These units will be a mix of one-, two -, three-, and four- bedroom
units held at 60% AMI affordable levels. The Developer has indicated there is
a financial gap based on the current project scope and has requested tax
increment financing assistance. Economic and Planning Systems is currently
under contract with the City to advise staff on financial matters related to
TIF assistance. Services specific to this request for TIF assistance are outlined
in the attached scope of work.
UNRESOLVED ISSUES:None.
ALTERNATIVES:As recommended by the City Commission.
FISCAL EFFECTS:The work as described will not exceed $7,500 which is available in the work
plan and budget for the Midtown Urban Renewal District.
Attachments:
EPS Task Order 6 Form.docx
108
Report compiled on: May 25, 2023
109
City of Bozeman Term Contract
with Economic & Planning Systems, Inc.
Task Order Number 6: Economic and Real Estate Advisory Services
PROJECT:North 3rd Avenue Affordable Housing TIF Incentive Review
Issued under the authority of the City of Bozeman Professional Services Agreement
Term Contract with Economic and Planning Systems, Inc. to support Economic
Development and Community Housing programs.
This Task Order is dated [April 1, 2023] between the City of Bozeman Economic
Development Department and Economic & Planning Systems, Inc. (EPS) (Contractor).
The following representatives have been designated for the work performed under this
Task Order:
City: David Fine, Urban Renewal Program Manager
Contractor: Brian Duffany, Principal, Economic & Planning Systems
SCOPE OF WORK:
Project coordination meetings with developer and City staff as needed
Review developer proforma, project viability, and affordable unit mix
Prepare summary memorandum on project viability and use of tax increment
financing incentive.
COMPENSATION:EPS will bill for its services on a time and materials basis not to
exceed $7,500. EPS will use its best efforts to stay below the not to exceed amount.
IN WITNESS WHEREOF, the parties authorized to commit resources of the parties
have executed this Task Order:
City of Bozeman Economic & Planning Systems
Jeff Mihelich Brian Duffany
City Manager Principal
110
Memorandum
REPORT TO:City Commission
FROM:Jesse DiTommaso, Economic Development Specialist
David Fine, Economic Development Program Manager
Brit Fontenot, Economic Development Director
Anna Bentley, Community Development Director
SUBJECT:Authorize the City Manager to Sign a Task Order 7 with Economic and
Planning Systems for a Neighborhood Commercial Cost Analysis
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to sign a task order 7 with Economic and
Planning Systems for a neighborhood commercial cost analysis.
STRATEGIC PLAN:4.1 Informed Conversation on Growth: Continue developing an in-depth
understanding of how Bozeman is growing and changing and proactively
address change in a balanced and coordinated manner.
BACKGROUND:Economic and Planning Systems (EPS), a consulting firm specializing in the
economics of land use, will present to the Community Development Board
and the City Commission during work sessions regarding maintaining
appropriate land supply for neighborhood commercial. EPS provided data-
driven analysis regarding supportable commercial activity as part of the
development of the Bozeman Community Plan 2020. Neighborhood
commercial is a frequent topic of discussion and providing an economic
context for what supports commercial development, especially in
neighborhood nodes, may provide useful background to guide future policy
discussions.
UNRESOLVED ISSUES:None.
ALTERNATIVES:As recommended by the City Commission.
FISCAL EFFECTS:The cost of this scope of work is not to exceed $10,000. Funding for this project is
available in the Economic Development budget for Fiscal Year 2023.
Attachments:
EPS Task Order 7 Neighborhood Commerical Cost
Analysis.docx
Report compiled on: May 25, 2023
111
112
City of Bozeman Term Contract
with Economic & Planning Systems, Inc.
Task Order Number 7: Neighborhood Commercial Discussion
PROJECT:Neighborhood Commercial Discussion
Issued under the authority of the City of Bozeman Professional Services Agreement
Term Contract with Economic and Planning Systems, Inc. to support Economic
Development and Community Housing programs.
This Task Order is dated [June 6, 2023] between the City of Bozeman Economic
Development Department and Economic & Planning Systems, Inc. (EPS) (Contractor).
The following representatives have been designated for the work performed under this
Task Order:
City: David Fine, Urban Renewal Program Manager
Contractor: Brian Duffany, Principal, Economic & Planning Systems
SCOPE OF WORK:
Interview 1-2 commercial brokers or property managers on strengths and
weaknesses, challenges of tenanting neighborhood space.
Provide overview of national retail trends, challenges of tenanting small business
and mixed-use space.
Facilitate in-person discussion and presentation
COMPENSATION:EPS will bill for its services on a time and materials basis not to
exceed $10,000.
IN WITNESS WHEREOF, the parties authorized to commit resources of the parties
have executed this Task Order:
City of Bozeman Economic & Planning Systems
Jeff Mihelich Brian Duffany
City Manager Principal
113
Memorandum
REPORT TO:City Commission
FROM:Jesse DiTommaso, Economic Development Specialist
David Fine, Economic Development Program Manager
Brit Fontenot, Economic Development Director
SUBJECT:Authorize the City Manager to Sign a Task Order EDD23-001 with Sanderson
Stewart for Urban Renewal District Community Plan Conformance Analysis
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to sign a task order #EDD23-001 with Sanderson
Stewart for urban renewal district community plan conformance analysis.
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:At the May 25, 2021 City Commission Meeting , the Bozeman City
Commission voted to give City Staff authorization to begin work to
consolidate nearly 40 citizen advisory boards into five "strategic boards". The
staff memo noted, at that time, it would be infeasible to consolidate the
Midtown Urban Renewal Board and the Northeast Urban Renewal Board
into any of the five strategic boards. Staff recommended amending the
current urban renewals plans to have the City Commission take on the
current functions of the Midtown and Northeast Urban Renewal Boards.
The City has two urban renewal district boards, the Northeast Urban
Renewal District Board (NURB) and the Midtown Urban Renewal District
Board (MURB). The boards were formed at the inception of the Districts and
as such, a board structure was written into the urban renewal district plans.
The boards were responsible for reviewing projects, workplans, and budgets
and providing recommendations to the City Commission. In order for the
City Commission to take on the functions of the boards, the plans must be
amended.
Sanderson Stewart, under the Urban Renewal District Term Contract Task
Order #EDD23-001 will analyze Midtown Urban Renewal District Plan and
the Northeast Urban Renewal District Plan and provide a written narrative in
preparation for the final phase of board consolidation as outlined in the
attached Task Order.
114
UNRESOLVED ISSUES:None.
ALTERNATIVES:As recommended by the City Commission.
FISCAL EFFECTS:The Urban Renewal District Community Plan Conformance Analysis will not
exceed $1,250.00. It will be split between the Midtown Urban Renewal
District Budget and the Northeast Urban Renewal District Budget.
Attachments:
EDD Task Order Form EDD23-001 Comm Plan
Conformance.docx
Report compiled on: May 25, 2023
115
City of Bozeman Urban Renewal District Term Contract
Task Order Number #EDD23-001
PROJECT:Urban Renewal District Community Plan Conformance Analysis
Issued under the authority of Urban Renewal District Term Contract Professional
Services Agreement with Sanderson Stewart for Architectural and Engineering
Services.
This Task Order is dated May 19, 2023, between the City of Bozeman Economic
Development Department (EDD) and Sanderson Stewart (Contractor).
The following representatives have been designated for the work performed under this
Task Order:
City: David Fine, Urban Renewal Program Manager
Contractor: Chris Naumann, Sanderson Stewart
SCOPE OF WORK:The scope for this task order is to analyze 2020 Bozeman
Community Plan conformance of the 2015 Midtown/N7th and 2005 Northeast Urban
Renewal Districts (URD). Sanderson Stewart will provide written narrative incorporated
as part of formal staff reports for each URD in preparation for board consolidation.
COMPENSATION:Sanderson Stewart will bill for its services on a time-and-materials
basis not to exceed $1,250.00. Sanderson Stewart shall submit invoices to the City of
Bozeman for work accomplished during each calendar month. The amount of each
monthly invoice shall be determined on the “time-and-materials basis” according to the
attached standard rate sheets for Sanderson Stewart. Monthly invoices shall include,
separately listed, any charges for services for which time charges and/or unit costs shall
apply. The provisions of the Professional Services Agreement shall govern the Work.
IN WITNESS WHEREOF, the parties authorized to commit resources of the parties
have executed this Task Order:
City of Bozeman Sanderson Stewart
Jeff Mihelich, City Manager Chris Naumann, Associate
116
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 2141, Provisional Adoption of the West Kagy Zone Map
Amendment Amendment of the City Zoning Map for Two Existing Lots
Consisting of Approximately 2.899 Acres and the Accompanying Adjacent
Right-of way from R-4 (Residential High Density) to R-5 (Residential Mixed-
use High Density) Property is Located on the Northeast Corner of South 19th
and West Kagy Boulevard, Application 22249
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Ordinance
RECOMMENDATION:Provisionally adopt Ordinance 2141.
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, Reuter Walton Development, 4450 Excelsior Boulevard, St. Louis
Park, MN 55416 with SMA Architects, 109 East Oak Street, Suite 2E,
Bozeman, MT 59715 acting as Applicant and Representative, submitted an
application to rezone a property totaling 2.889 acres, including adjacent
right-of-way, from R-4 (Residential High Density) to R-5 (Residential Mixed-
use High Density). Although no specific development plans were submitted
with the application the narrative states student housing will be the
proposed use.
The subject property currently hosts the Bozeman Church of Christ building
and associated parking area.
The property is on the corner of West Kagy Boulevard and South 19th
Avenue. Both streets are designated Principal Arterials according to the
Bozeman Area Transportation Plan, 2017 Update.
Both R-4 and R-5 are considered high density residential zoning districts.
Although there are no differences in the type of residential configurations
there are differences in intensity and permitted commercial uses. R-5 allows
117
restaurants and retail as accessory uses to the residential with other
limitations. The R-5 district has fewer lot size (area/width) restrictions which
allows considerable more development on a given property. Lot coverage
and floor area ratios (FAR) are unlimited. Building height is greater which
generally allows an additional story, up to five (5) stories depending on
construction and floor pack configuration.
On January 10, 2023 the City Commission voted unanimously (5:0) to
approve the zoning change. The applicant has provide all necessary
documentation to finalize the zoning change.
UNRESOLVED ISSUES:None identified at this time.
ALTERNATIVES:As determined by the Commission.
FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds
will be changed by this zone map amendment.
Attachments:
22249 1825 West Kagy ZMA Ordinance 2141.pdf
22025ZMA1-24X36 Signed.pdf
Report compiled on: May 24, 2023
118
Ord 2141
Page 1 of 5
ORDINANCE 2141
AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA AMENDING THE CITY OF BOZEMAN ZONING MAP TO REZONE 4.885
ACRES FROM R-4, RESIDENTIAL HIGH DENSITY DISTRICT, TO R-5,
RESIDENTIAL MIXED-USE HIGH DENSITY DISTRICT, KOWN AS THE WEST
KAGY ZONE MAP AMENDMENT, APPLICATION 22249.
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 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 from R-4, Residential High Density, to R-5, Residential Mixed-
Use High Density, for approximately 4.885 acres has been properly submitted, reviewed, and
advertised; and
119
Ordinance No. 2141, West Kagy ZMA
Page 2 of 5
WHEREAS, after proper notice, the Bozeman Community Development Board acting in
their capacity as the 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. 22249 the West Kagy Zone Map Amendment, be approved as
requested by the applicant; and
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
120
Ordinance No. 2141, West Kagy ZMA
Page 3 of 5
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 R-5 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,
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 West Kagy
Zone Map Amendment have been satisfied.
Section 2
That the zoning district designation of the following-described property is hereby designated as
R-5, Residential Mixed-Use High Density District:
An area of land comprised described as follows:
121
Ordinance No. 2141, West Kagy 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.
122
Ordinance No. 2141, West Kagy 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 __ th day of June, 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
123
N 89°40'58" E 477.88'S 00°12'21" W 363.45'S 89°40'47" W 478.76'N 00°19'41" E 408.49'
REVISIONSHEETDESIGNED BY:QUALITY CHECK:JOB NO.FIELDBOOKDRAWN BY:DATE:22025ZMA1REV DATE
1825 W KAGY BOULEVARD
CITY OF BOZEMAN, GALLATIN COUNTY, MONTANA
SURVEY OF LOT 7 OF THE REMINGTON ADD. (I-20) & TRACT B OF THE AMENDED PLAT
OF REMINGTON ADD. LESS MDT R/W (I-20-A), LOCATED IN SW 1/4, SEC. 13, T2S, R5E, PMMB22-0254/7/23195/781 OF 1BST406.586.0277 • tdhengineering.com
Engineering
234 E. BABCOCK ST., SUITE 3 • BOZEMAN, MONTANA 59715 ZONING R-5 (PREVIOUSLY ZONED R-4)A TRACT OF LAND BEING LOT 7 OF THE REMINGTON ADDITION (I-20), TRACT B OF THE AMENDED PLAT OF REMINGTONADDITION (I-20-A) LESS THE MDT RIGHT-OF-WAY & PORTIONS OF SOUTH 19TH AVENUE & WEST KAGY BOULEVARD,LOCATED IN THE SW 1/4 OF SECTION 13, T2S, R5E, PMM, CITY OF BOZEMAN, GALLATIN COUNTY, MONTANAAREA: 4.485 ACRES(COMPUTED AREA IN SQUARE FEET: 195,373)124
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 2138, Provisional Adoption of 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:June 6, 2023
AGENDA ITEM TYPE:Ordinance
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 and provisionally adopt Ordinance 2138.
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 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. Application materials.
125
The City Commission held a public hearing on this application on April 4,
2023 and voted unanimously (5:0) to approve the application. All application
material can be viewed at the following link. April 4, 2023 video recording .
Cover memo with staff report.
A noticing error was discovered after the public hearing on April 4, 2023.
The adjacent property owners list prepared by the applicant was not
complete pursuant to section 38.220.420, BMC. A revised property list was
created and full public notice pursuant to section 38.220.420 was
commenced for provisional Ordinance adoption. Public comment has been
submitted. Public comments.
UNRESOLVED ISSUES:None
ALTERNATIVES:As determined by the Commission.
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 Ordinance 2138.pdf
22007974 X-ZMA-4.5.23.pdf
Report compiled on: May 17, 2023
126
Ord 2138
Page 1 of 5
ORDINANCE 2138
AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA AMENDING THE CITY OF BOZEMAN ZONING MAP TO REZONE LAND
FROM R-4, RESIDENTIAL HIGH DENSITY, TO R-5, RESIDENTIAL MIXED-USE
HIGH DENSITY, ON 0.4828 ACRES, KNOWN AS THE NORTH 8TH ZONE MAP
AMENDMENT, APPLICATION 21443.
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 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 an existing parcel from R-4 (Residential High Density) to R-5
(Residential Mixed-Use High Density) for approximately 0.4828 acres has been properly
submitted, reviewed, and advertised; and
127
Ordinance No. 2138, North 8th ZMA
Page 2 of 5
WHEREAS, after proper notice, the Bozeman Community Development Board acting in
their capacity as the Zoning Commission held a public hearing on March 6, 2023 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. 21443 the North 8th Zone Map Amendment, be approved as
requested by the applicant; and
WHEREAS, the City Commission held its public hearing on April 4, 2023, to receive and
review all written and oral testimony on the request for the zone map amendment; and
WHEREAS, an error was discovered regarding the notice required by Bozeman Municipal
Code section 38.220.420, requiring a correct public notice and another public hearing for the
Ordinance; and
WHEREAS, after proper notice, the City Commission held a public hearing for
provisional adoption of Ordinance No. 2138 at its public hearing on June 6, 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
That the zoning district designation of the following-described property is hereby designated as
R-5, Residential Mixed-Use High Density:
An area of land comprised described as follows:
Lots 1, 2, 3, 4, 5 and 6, Block 7, SPRINGBROOK ADDITION TO BOZEMAN, [Plat B-
24], according to the plat thereof, on file and of record in the office of the Clerk and
Recorder, Gallatin County, Montana, and located in the Northeast Quarter of Section 12,
Township 2 South, Range 5 East of P.M.M., together with portions of the adjacent North
128
Ordinance No. 2138, North 8th ZMA
Page 3 of 5
8th Avenue right of way, West Lamme Street right of way and Alley right of way, all
described as follows:
Beginning at the southeast corner of Lot 6 of said Block 7; thence westerly 272°33'11",
assumed azimuth from north, 150.18 feet along the south line of said Lot 6 and its westerly
extension to the centerline of the alley in said Block 7; thence northerly 002°35'37" azimuth
180.00 feet along said centerline to the centerline of Lamme St; thence easterly 092°40'15"
azimuth 180.23 feet along last said centerline to the centerline of 8th Avenue; thence
southerly 182°35'48" azimuth 180.00 feet along last said centerline to the easterly
extension of the south line of said Lot 6; thence westerly 272°33'11" azimuth 30.00 feet
along the last said extension to the point of beginning.
Area of Lots equals 21,031 square feet, 0.4828 acre or 1,953.8 square meters
Area of Alley equals 1,500 square feet, 0.0344 acre or 139.4 square meters
Area of 8th Avenue and Lamme Street ROW = 10,207 square feet, 0.2343 acre or 948.3
square meters
Section 2
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 3
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 4
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.
129
Ordinance No. 2138, North 8th ZMA
Page 4 of 5
Section 5
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 6
Effective Date.
This ordinance shall be in full force and effect thirty (30) days after final adoption.
130
Ordinance No. 2138, North 8th 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 6th day of June, 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
131
132
Memorandum
REPORT TO:City Commission
FROM:Elizabeth Cramblet, Associate Planner
Chris Saunders, Community Development Manager
Erin George, Deputy Director of Community Development
Anna Bentley, Director of Community Development
SUBJECT:Annexation Application 23016 Requesting Annexation of Two Parcels
Approximately 1.06 Acres and Adjacent Right of Way for Willow Way and
Amendment to the City Zoning Map for the Establishment of a Zoning
Designation of R-4 (Residential High Density District). Subject Site is Located
on the North Side of Kagy Boulevard and the West Side of Willow Way
(Northwest Corner of Kagy Boulevard and Willow Way), Application 23016.
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Community Development - Legislative
RECOMMENDATION:City Commission Recommended 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 23016 and move to approve the
1801 & 1805 Willow Way annexation subject to the terms of annexation and
direct staff to prepare an annexation agreement.
City Commission Recommended 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 23016 and move to approve the 23016 Willow Way
Zone Map Amendment with contingencies of approval necessary to
complete adoption of an implementing ordinance.
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 proposed application includes annexing two parcels totaling
approximately 1.06 acres into the City limits and establishing an initial zoning
of R-4, Residential High Density district. The property is currently zoned
“Residential Suburban” (RS) within the county. The same RS county zoning is
also to the north, west, and east. Directly south across Kagy Boulevard is
133
zoned “Agriculture Suburban” (AS) within the county.
Nearby municipal zoning to the east, southeast, and west is R-4, Residential
High Density and R-2, Residential Moderate Density with REMU, Residential
Emphasis Mixed Use towards the southeast and further south of the subject
site. The Future Land Use Map in the Bozeman Community Plan (BCP) 2020
designates the property as “Urban Neighborhood” which includes the R-4
district as an implementing zoning district. The property is bordered by
Willow Way to the east (a Bozeman classified local street), and Kagy
Boulevard to the south, (a Bozeman classified principal arterial). The
proposed annexation would bring in additional right of way to build out Kagy
Boulevard to the City’s principal arterial standard adjacent to the subject
property as would be required with future development.
UNRESOLVED ISSUES:There are no identified conflicts on this application at this time.
ALTERNATIVES:1. Approve the application;
2. Recommend modifications to the requested 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 on the application, 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:
23016 1801 & 1805 Willow Way-ZMA CC SR.pdf
Report compiled on: May 23, 2023
134
Page 1 of 30
23016 Staff Report for the 1801 & 1805 Willow Way Annexation and ZMA
Public Hearing Dates: Zoning Commission – June 5, 2023
City Commission – June 6, 2023
Project Description: Annexation application 23016 requesting annexation of two parcels
approximately 1.06 acres and adjacent right of way for Willow Way and amendment
to the City Zoning Map for the establishment of a zoning designation of R-4
(Residential High Density District).
Project Location: Located on the north side of Kagy Boulevard and the west side of
Willow Way, and legally described as Tract 7 and Tract 8, of Beatty’s Subdivision,
located in the SW ¼ of Section 13, Township 2 South, Range 5 East, Principal
Meridian, Gallatin County, Montana.
Recommendation: Meets standards for approval with terms of annexation and
contingencies.
Zoning Commission 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 23016 and move to recommend approval
of the 1801 & 1805 Willow Way 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
23016 and move to approve the 1801 & 1805 Willow Way annexation subject to the
terms of annexation and direct staff to prepare an annexation agreement.
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 23016 and move to approve the 23016 Willow Way
Zone Map Amendment with contingencies of approval necessary to complete
adoption of an implementing ordinance.
Report: May 23, 2023
Staff Contact: Elizabeth Cramblet, Associate Planner
Lance Lehigh, City Engineer
Agenda Item Type: Action - Legislative
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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 Zoning Commission as well as
the annexation and the zoning amendment for the City Commission. Application materials
available at 1801 & 1805 Willow Way, Application 23016 (External link)
Unresolved Issues
There are no identified conflicts on this application at this time.
Project Summary
The proposed application includes annexing two parcels totaling approximately 1.06 acres
into the City limits and establishing an initial zoning of R-4, Residential High Density
district. The property is currently zoned “Residential Suburban” (RS) within the county. The
same RS county zoning is also to the north, west, and east. Directly south across Kagy
Boulevard is zoned “Agriculture Suburban” (AS) within the county.
Nearby municipal zoning to the east, southeast, and west is R-4, Residential High Density
and R-2, Residential Moderate Density with REMU, Residential Emphasis Mixed Use
towards the southeast and further south of the subject site. The Future Land Use Map in the
Bozeman Community Plan (BCP) 2020 designates the property as “Urban Neighborhood”
which includes the R-4 district as an implementing zoning district. The property is bordered
by Willow Way to the east (a Bozeman classified local street), and Kagy Boulevard to the
south, (a Bozeman classified principal arterial). The proposed annexation would bring in
additional right of way to build out Kagy Boulevard to the City’s principal arterial standard
adjacent to the subject property as would be required with future development.
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.
Project Background
Originally there was a single family household on each parcel (1801 and 1805 Willow Way).
Over the years the owner has constructed additional units on each parcel without obtaining
permits from the county. Over the years, two additional units were constructed on 1801
Willow Way and three additional units were constructed on 1805 Willow Way, all without
the benefits of permits. The original 1,000 gallon septic system on 1801 Willow Way was
never upgraded to handle the added capacity of the additional units. The septic system
eventually failed from the overload, and the owner alerted the County Health Department
that sewage was regularly backing up into the house. The owner had to pump the tank on a
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regular basis to prevent it from overflowing. The property owner requests approval to
connect with the city sewer system as soon as possible. Both parcels have access to the
existing city sewer system along Willow Way and Kagy Boulevard that is less than 100 feet
from each parcel. The County Health Department is working with the property owner to
remediate the hazardous situation while city planning staff is moving forward to process the
annexation and zoning request to allow for immediate connection with city sanitation
services and water system.
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 Recommendation
Due to project scheduling, the recommendation from the Board was not available at the time this
report was uploaded to the City Commission packet. Staff will inform the City Commission of
the Board’s recommendation at the City Commission’s public hearing.
Alternatives
1. Approve the application;
2. Recommend modifications to the requested 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 on the application, with specific direction to staff
or the applicant 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 - RECOMMENDED TERMS OF ANNEXATION ............................................ 9
SECTION 3 - RECOMMENDED CONTINGENCIES OF ZONE MAP AMENDMENT... 11
SECTION 4 - RECOMMENDATION AND FUTURE ACTIONS ...................................... 12
Annexation ........................................................................................................................ 12
Zone Map Amendment ..................................................................................................... 12
SECTION 5 - ANNEXATION STAFF ANALYSIS AND FINDINGS ................................ 13
SECTION 6 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ........... 19
PROTEST NOTICE FOR ZONING AMENDMENTS ......................................................... 27
APPENDIX A - NOTICING AND PUBLIC COMMENT .................................................... 28
APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 28
APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF ............................ 29
APPENDIX D – ADVISORY COMMENTS......................................................................... 29
FISCAL EFFECTS ................................................................................................................. 30
ATTACHMENTS ................................................................................................................... 30
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SECTION 1 - MAP SERIES:
Map 1: Project Vicinity Map
Fowler Lane 19th AVE Subject Property
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Map 2: BCP 2020 Future Land Use Map
Urban Neighborhood
Subject
Property
Community
Commercial
Mixed Use
Community
Commercial
Mixed Use
Urban
Neighborhood
Residential
Mixed Use
Residential
Mixed Use Willow Way 140
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Map 3: Existing City Zoning
Res. Office
Subject
Property Willow Way Kagy Blvd
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Map 4: Applicant Proposed Zoning Map
REMU
R-4 Subject
Property Willow Way Kagy Blvd
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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 1801 & 1805 Willow Way Annexation.
2. An Annexation Map, titled 1801 & 1805 Willow Way Annexation Map with a legal
description of the property and including any adjoining un-annexed rights-of-way and/or
street access easements for Willow Way and Kagy Boulevard 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 Engineer’s Office. This map must be acceptable to the Director of
Transportation and Engineering and City Engineers Office, and must be submitted with
the signed Annexation Agreement.
3. 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.
4. The Annexation Agreement must include the following notices:
a. 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. The Annexation Agreement must include notice that there is no right, either
granted or implied, for Landowner to further develop any of the Property until it
is verified by the City that the necessary municipal services are available to the
property.
c. 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
connection and development.
d. 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.
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e. The Annexation 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.
f. 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.
5. 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.
6. The applicant must properly abandon the existing on-site septic tank and leach fields
prior to connection to the City sanitary sewer system. The applicant must report the
abandonment to the City Water and Sewer Superintendent for inspection, and the
applicant must report the abandonment to the Gallatin City County Health Department. In
addition to abandonment of the septic tank and leach field, the applicant must
demonstrate that the sanitary sewer service to the septic tank has been completely
disconnected from the old septic system prior to connection to the City sanitary sewer
system.
7. The applicant must completely disconnect the on-site well from the house prior to
connection to the City water system to protect the City’s system from cross
contamination. The applicant must contact the City Water and Sewer Superintendent to
inspect the disconnection prior to connection of water service from the house to the City
water system.
8. 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 as part of the Annexation Agreement:
a. Street improvements to Kagy Boulevard between South 19th and South 11th
Avenue, design and engineering, paving and subsurface improvements, curb and
gutter, sidewalk and stormwater drainage facilities, and fiber optic conduit.
b. Intersection improvements at South 19th Avenue and Kagy Boulevard, including
lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm
drainage.
c. Intersection improvements at South 11th Avenue and Kagy Boulevard, including
lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm
drainage.
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 prior to the adoption of Resolution of Annexation.
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9. ROW Term 1, Kagy Boulevard is classified as a primary arterial in the Bozeman
Transportation Master Plan (TMP), which has a minimum right-of-way (ROW) width.
The applicant must provide their respective portion of Kagy Boulevard ROW so that
there is a total of 60 feet ROW from the centerline of the existing ROW and to the north
as a public street and utility easement where Kagy Boulevard is adjacent to the property.
Any easement necessary to create the full width of 60 foot public street and utility
easement must be provided prior to the adoption of Resolution of Annexation.
10. No water rights or a cash-in-lieu of water rights will be required with this annexation.
Upon future development, compliance with the water adequacy is required.
11. Sewer Services: The applicant of 1801 Willow Way, at its own expense, must connect
any future sanitary sewer service to the 10-inch PVC sewer main located in either Kagy
Boulevard or Willow Way. The applicant must properly abandon the existing on-site
septic and leach field prior to connection to the City sanitary sewer system.
12. Sewer Services: The applicant of 1805 Willow Way, at its own expense, may connect
future sanitary sewer service from either the 10-inch PVC sewer main located in either
Kagy Boulevard or Willow Way. The applicant must properly abandon the existing on-
site septic tank and leach field prior to connection to the City sanitary sewer system.
13. Water Main Extension and Services: The applicant, at its own expense, must extend a
City standard water main (8-inch diameter) within the public street and utility easement
located within the Willow Way right-of-way in order to provide future water service to
both 1801 and 1805 Willow Way. The water main extension must extend to the northern
property boundary of 1801 Willow Way and must include the installation of a City
standard fire hydrant at the end of the northern property boundary. Both 1801 and 1805
Willow Way must connect to the Willow Way water main extension to take water
service. Water service must not be taken from the 12-inch main located in Kagy
Boulevard. The applicant must completely disconnect the on-site well from the house
prior to connection to the City water system to protect the City’s system from cross
contamination.
14. 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
herein.
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.
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Recommended Contingencies of Approval:
1. The applicant must submit a zone amendment map, titled 1801 & 1805 Willow Way
Zone Map Amendment, acceptable to the Director of Transportation and Engineering,
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 for Kagy Boulevard and Willow Way, and total acreage of the property.
2. 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.
3. That all documents and exhibits necessary to establish the amended municipal zoning
designation of R-4 (Residential High Density) shall be identified as the 1801 & 1805
Willow Way Zone Map Amendment.
4. All required materials shall be provided to the Department of Community
Development within 60 days of a favorable action of the City Commission or any
approval shall be null and void.
SECTION 4 - RECOMMENDATION AND FUTURE ACTIONS
Annexation
Having considered the criteria established for an annexation, the Development Review
Committee (DRC) recommends approval of the requested annexation.
The City Commission will hold a public meeting on the annexation on June 6, 2023. The
meeting will begin at 6 p.m. Instructions on joining the meeting will be included on the
meeting agenda.
Zone Map Amendment
Having considered the criteria established for a zone map amendment, the Staff recommends
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 23016.
The Development Review Committee (DRC) considered the amendment. 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 ZMA on June 5, 2023 and will forward its recommendation to
the City Commission on the zone map amendment. Because this meeting is one day before
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the City Commission hearing, staff will provide a brief summary of the Zoning
Commission’s recommendation at the City Commission hearing on June 6, 2023.
The City Commission will hold a public hearing on the zone map amendment on June 6,
2023. The meeting will begin at 6 p.m. Instructions on joining the meeting will be included
on the meeting agenda.
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 is contiguous to the City limit to the south along Kagy Blvd right
of way. In addition, it is wholly surrounded by the City, see Goal 2 below. Sanitary sewer
and water connections are available less than 100 feet away along Willow Way and Kagy
Boulevard.
Goal 2: The City encourages all areas that are totally surrounded by the City to annex.
Criterion Met. Properties adjacent to the subject site are in the county; however the site and
all adjacent properties are wholly surrounded by the City (see Map Series in Section 1).
Municipal services are available for immediate connection.
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.
Criteria Not Met. While the properties are currently not contracting with the City, the
applicant is ready to connect to the sewer and water main upon approval. The existing septic
system is failing. The applicant has indicated the desire to connect with City services as soon
as possible. Connection with the sanitary sewer and water system is required per the terms of
annexation (See Terms of Annexation #11 & 13).
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. The applicant will connect with municipal water and sewer
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services as soon possible following approval. The subject site will be required to utilize
municipal water or sewer systems as discussed in Recommended Terms of Annexation #11
and #13 above.
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 is wholly surrounded by the City. Adjacent
properties remain in the county, however, over time, parcels are choosing to annex into the
City. The second parcel west of the site recently annexed into the city. Annexing this subject
site consisting of two parcels would help fill in a ‘gap’ that is wholly surrounded by the city.
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. The subject property will provide additional right of way for Kagy Boulevard,
a designated principal arterial upon future development. In the Capital Improvement Plan
(CIP) Project Report for Fiscal Years 2024-2028, an identified project is scheduled for FY25
& FY26 to reconstruct Kagy Boulevard to add lanes, bike lanes and a sidewalk. Easements or
future easements for Kagy Boulevard are required by the terms of annexation (see Terms of
Annexation #9 above).
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 less than five (5) acres in size, however, one of the
parcels has a failing onsite septic system creating a hazardous condition for those living in
the existing units. The applicant is requesting to connect with city services including the
sanitary sewer and water systems as soon as possible to ensure public health and safety.
Therefore, the criteria is met due to sanitary disposal needs.
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 required to connect with the
City water main as detailed in terms of annexation (see Terms of Annexation #13). The
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landowner will consent to this requirement by signature on the annexation agreement. Upon
future development compliance with the water adequacy is required.
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. Upon annexation approval, the subject site will connect with
the sanitary sewer system and city water (see Terms of Annexation #11 & #13).
Per Term of Annexation #11 & #13, the annexation requires 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 Kagy Boulevard. The Recommended Terms of Annexation include requirements for this
right of way provision (see Terms of Annexation #9). Waivers of right to protest the creation
of special or improvement districts is listed in Terms of Annexation #8 as well.
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 R-4. See 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.
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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 City Zoning Commission will review the requested zoning district designation on June 5,
2023. The Community Development Board’s recommendation, acting in their capacity as the
Zoning Commission, will be passed along to the City Commission for review and
consideration along with the annexation request on June 6, 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 R-4, Residential High
Density 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 on the west by Willow Way which is a paved
local street. Additional access to the site is by Kagy Boulevard which is a paved principal
arterial. The applicant is required to provide an easement for Kagy Boulevard to create the
full required street width prior to adoption of Resolution of Annexation (see Terms of
Annexation #9).
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. After annexation, the subject property will be required to connect with the
City water main as detailed in terms of annexation (see Terms of Annexation #13). The
landowner will consent to this requirement by signature on the annexation agreement. No
water rights or a cash-in-lieu of water rights will be required with this annexation. Upon
future development, compliance with the water adequacy is required.
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
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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. The area proposed for annexation is surrounded by the City. City
infrastructure and emergency services can be extended to the subject property. The property
is located adjacent to existing service areas including the Hyalite Fire District. The property
is located near the City’s water and sewer service areas located along Willow Way and Kagy
Boulevard. Expansion of municipal utility and park facilities to serve the subject site will
occur immediately following approval of annexation. 1801 Willow Way has a failing septic
system creating a hazardous condition for those living in the existing units. To ensure the
safety and health of existing and future tenants, the applicant is requesting to connect with
city services including the sanitary sewer and water systems as soon as possible. Present
emergency services are provided by Hyalite Fire District and the Gallatin County Sherriff.
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
in an emergency requires, when feasible as determined by the City, the connection to
City water services.
Criterion Met. Currently there are multiple household dwellings on both parcels, one of
which has a failing septic system creating a hazardous situation for existing tenants. The City
is requiring immediate connection with the sanitary sewer system and water system if
approved (see Terms of Annexation #11 & #13). Water and sewer is readily available about
100 feet from the subject site. The owner will be required to abandon the well and septic
system on 1801 Willow Way (See Terms of Annexation #6). The owner will have an option
of connecting 1805 Willow Way to the sanitary sewer system or retaining the existing septic
system that is functional (See Terms of Annexation #12).
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
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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 Transportation and
Engineering 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 fees. The annexation
agreement will provide notice of obligations to pay impact fees at times of triggers as
required in ordinance. See Term of Annexation #4.
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.
Criterion Met. Notices of the public hearing have been mailed, published in the Bozeman
Daily Chronicle twice, and posted on the site as required. 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. 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.
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
and zoning application information.
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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. The applicant is requesting immediate connection with city sanitary sewer and
water services if approved.. The City is requiring immediate connection with the sanitary
sewer system and water system if approved (see Terms of Annexation #11 & #13). If
approved, the owner will be required to abandon the well and septic system on 1801 Willow
Way (See Terms of Annexation #6 & #13).
SECTION 6 - ZONE MAP AMENDMENT STAFF ANALYSIS AND
FINDINGS
In considering applications for 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 plans and
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. The Bozeman Community Plan 2020 (BCP2020), pages 73-78, describe
how the City applies these criteria.
Section 76-2-304, MCA (Zoning) Criteria
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A. Be in accordance with a growth policy.
Criterion Met. The Bozeman Community Plan (BCP) 2020 (External Link), 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 Chapter 3 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
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 R-4 district is an implementing district of the
Urban Neighborhood category.
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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.
N-1.1 Promote housing diversity, including missing middle housing.
N-1.3 Revise the zoning map to lessen areas exclusively zoned for single-type housing.
Goal N-3: Promote a diverse supply of quality housing units.
The requested R-4 district supports all three of the above as it authorizes a wide range of
housing types, lot sizes, and services to create a mix of housing. The uses presently on the
site are allowed by the R-4 district.
Goal DCD-1: Support urban development within the City.
The proposed zoning is occurring in conjunction with an annexation. Currently within the
subject site are multiple units on two parcels. The applicant requests immediate connection
with city services to remediate a hazardous condition on the subject site. Any future
development will be required to occur at urban densities and will be within the City.
DCD-1.11 Pursue annexations consistent with the future land use map and adopted facility
plans for development at urban intensity.
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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.”
1805 is on the corner of Kagy Boulevard and Willow Way. 1801 Willow Way is directly
north of 1805. The 2017 Transportation Master Plan has Kagy Boulevard as a designated
primary arterial street and Willow Way as a local street that connects to Kagy on the north
side. Both streets are paved. In the Capital Improvement Plan (CIP) Project Report for Fiscal
Years 2024-2028, an identified project is scheduled for FY25 & FY26 to reconstruct Kagy
Boulevard to add lanes, which will increase capacity, bike lanes and a sidewalk. Easements
or future easements for Kagy Boulevard are required as part of this application. Should the
owner decide to develop the site further there is a street network already and close to existing
municipal services.
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. The County’s land use
plan for the area calls for higher intensity residential development. The Triangle Community
Plan created by both Gallatin County and the City of Bozeman supports annexation of
properties proposed for development within water and sewer service areas, see Section 4.8.
Although this site is outside of the Triangle planning area the principle is still valid.
RC-3.3 Prioritize annexations that enable the incremental expansion of the City and its
utilities.
The property in question, while not adjacent to a parcel in the city, is wholly surrounded
by the City. The subject site is adjacent to county parcels within Beatty’s Subdivision and
Beatty’s Alder Court Subdivision. A parcel two doors west of 1805 Willow Way recently
annexed into the city in 2022. The subject site is adjacent to areas served with water and
sewer and extensions to service this site are in the water and sewer facility plans.
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. Currently there are multiple household dwellings on both parcels, one of
which has a failing septic system creating a hazardous situation for existing tenants. If
approved, the City is requiring immediate connection with the sanitary sewer system and
water system. The owner will be required to abandon the well and septic system on 1801
Willow Way. This will alleviate the current hazardous situation. The existing buildings are
constructed of unknown quality, fire, and safety measures. Upon future development, any
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removal and replacement must meet the development standards of the City. 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. 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 and identified policies in the BCP 2020. Public health
and safety will be positively affected by requiring existing development to connect to
municipal sanitary sewer and water systems, which will prevent further damage to the
property and alleviate the hazardous condition onsite. Additionally, it will prevent
groundwater pollution and depletion by wells and septic systems.
Should the owner decide to develop the site further, infrastructure needs will be evaluated
through the applicable review process. Development proposals go through extensive review
to ensure compliance with the City’s zoning and building codes when submitting for
planning and building permits. 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.
D. Facilitate the provision of transportation, water, sewerage, schools, parks and other
public requirements.
Criterion Met. This property is included in future planning areas for transportation, parks,
sewer, and water. 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 existing and future development. The City implements these
plans through its capital improvements program that identifies individual projects, project
construction scheduling, and financing of construction. As noted in the BCP2020, page 74,
the details of development are generally unknown at the time of annexation. Therefore,
reliance on the adopted plans and implementation through subsequent development is
reasonable if the amendment is consistent with planned system expansion.
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.
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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 R-4 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,
building design, height, lot coverage, and buffering. The criterion is not about personal
preferences but about protection of public health and safety. The adopted standards address
protection of public health and safety.
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 proposed zoning will allow for a higher density of uses than is currently
allowed under Gallatin County zoning. Currently each site is allowed one single family
dwelling per parcel within Gallatin County. Such low-density development is inherently auto
dependent. The site, however, is presently occupied with multiple household dwellings
within walking distance to MSU making it a prime location for student and/or staff housing
for the university. The project site sits on the northwest corner of Kagy Boulevard (a
principal arterial street) and Willow Way (a local street). Future development under
Bozeman R-4 zoning may generate slightly more traffic, on foot, bicycle, or vehicle, than the
existing multi-household lots.
The subject property will provide additional right of way for Kagy Boulevard, a designated
principal arterial upon future development. In the Capital Improvement Plan (CIP) Project
Report for Fiscal Years 2024-2028, an identified project is scheduled for FY25 & FY26 to
reconstruct Kagy Boulevard to add lanes, bike lanes and a sidewalk from S. Willson Avenue
to 19th Avenue which will increase capacity. To meet the adopted standards of 38.400
(External Link), when a development is proposed, existing conditions will be considered and
additional on and off-site improvements will be determined to meet additional demand
expected from new development. The zoning amendment itself does not authorize any
construction nor change travel demand.
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G. Promotion of compatible urban growth.
Criterion Met. The intent of the R-4 zone is to provide for high density residential
development through a variety of housing types to serve the varying housing needs of the
community’s residents. The subject property is adjacent to low-density residential uses
within the county to the north, south and west and an undeveloped parcel within the county
limits east of the site. Spanning out about two parcels east, southwest, southeast, and east are
all within city limits. Lots west of the site have recently been rezoned to R-4, northwest is
zoned R-2, southwest of the site across Kagy Boulevard is an undeveloped lot zoned REMU,
southwest of the site across Kagy Boulevard is zoned R-4, and east is also zoned R-4. The
City’s zoning policy encourages continued development of mixed uses. Since the location of
the subject site is less than a quarter of a mile from MSU, the higher density housing could
provide essential housing options for students and staff.
In addition, this property is accessed by Kagy Boulevard which is designated as a principal
arterial in the Bozeman Transportation Master Plan (TMP) and Willow Way, a designated
local street providing ample access to a standard street network. 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. 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. There are multiple household dwellings existing on both parcels. Application
of R-4 zoning district to the subject property will only slightly alter the existing moderate
density character of the subject property. The intent and purpose of the R-4 district is available
in 38.300.100 (External link) and in Appendix B of this report.
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
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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 R-4 to be
compatible with adjacent development and uphold the residential character of the area. As
noted 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.
The BCP2020, page 76, says “If the amendment is accompanying an annexation request there
is often a substantial change in use that will occur. In this case, the Commission must look at
what the growth policy recommends for the area, as there is less built context to provide
guidance.”
The existing character of the site has been changed over the years from single family household
to multiple household dwellings on each parcel. The proposed change in zoning will only
slightly modify the essential character of the property. As previously discussed, beyond the
adjacent properties within the county, there are R-4 zoning districts to the west, southeast, and
east of the subject site and REMU to the southwest across Kagy Boulevard. The site is near to
Montana State University and large scale development to the south and west. The zoning
amendment is in conjunction with annexation of the property. The requested zoning is
consistent with nearby high density and mixed use zoning. It is appropriate to zone the
annexing area consistent with the current growth policy designation of Urban Neighborhood
and other standards of the City. The amendment does not alter the allowed uses or standards
within the adjacent unzoned rural subdivision.
I. Peculiar suitability for particular uses.
Criterion Met. The property is within the City’s planning area for land use and utility
extensions. There is frontage for one of the parcels on Kagy Boulevard, a designated primary
arterial and frontage for the second parcel on Willow Way, a designated local street. The
subject property will provide additional right of way for Kagy Boulevard to the south
allowing future expansion for Kagy Boulevard. Municipal utilities and emergency services
can be extended to the area. The proposed R-4 zoning designation is suitable for the
property’s location and adjacent uses.
J. Conserving the value of buildings.
Criterion Met. There are multiple household dwellings on each parcel with associated
outbuildings on the subject property. The amendment is for the zoning map and does not alter
allowed uses on adjacent properties.
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K. Encourage the most appropriate use of land throughout the jurisdictional area.
Criterion Met. The proposed R-4 zoning designation will encourage the most appropriate use
of land as the property is near high density residential uses to the east, southwest, southeast,
and west. Upon approval, the applicant will immediately connect with available sewer and
water lines and will have access to all city services, including local emergency and fire
districts. Should the owner consider future higher intensity development within the
parameters of R-4 zoning, existing conditions will be considered and additional on and off-
site improvements will be determined to meet additional demand expected from new
development. There is currently access to the city’s services, including streets, thus the site is
able to support a higher intensity of uses as allowed within the R-4 zoning district.
Furthermore, the proposed R-4 zoning designation is consistent with the BCP 2020 future
land use map designation of “Urban Neighborhood”, is adjacent to substantial streets, and
education/employment/services as discussed in Criteria A.
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 May 13th and 20th, 2023. The notice
was posted on site and notices mailed by the applicant as required by 38.220 (External link)
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 May 23, 2023, comments have been received on this
application. Any received comments will be made available through the City’s Laserfiche
(External link) system.
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 R-4, High Density Residential district whose intent is
to:
Residential high density district (R-4). The intent and purpose of the R-4 district is to
establish areas within Bozeman that are high density residential in character and to
provide options for a variety of housing types within the city with associated service
functions. These purposes are accomplished by:
1. Providing for minimum lot sizes in developed areas consistent with the
established development patterns and provide greater flexibility for clustering lots
and mixing housing types in areas with new development.
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2. Providing for a diverse array housing types, including single and multi-family
household dwellings that will serve the varying and changing needs of the
community.
3. Allowing office use as a secondary use that is 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.
APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF
Owner/Applicant: 1805 Willow Way, LLC, P.O. Box 4730, Bozeman MT 59772
Representative: IMEG, 1143 Stoneridge Drive, Suite 11, Bozeman MT 59718
Report By: Elizabeth Cramblet, Associate Planner, Community Development Department
APPENDIX D – ADVISORY COMMENTS
The following informational items are provided for consideration during the design of
development on the site in the future. These comments are for information only at this time.
Compliance with noted requirements will occur during future subdivision or site plan review.
General
1. BMC 38.410.070 Municipal water, sanitary sewer and storm sewer systems – The
applicant is advised that 38.410.070 must be satisfied as part of the infrastructure design,
review, and submittal process.
Infrastructure Review – DSSP Plans and Specifications Review Policy A – Plans,
specifications, and submittals for the required water main extension must be submitted to
the City Engineer Department through the engineering Project Dox Portal
https://www.bozeman.net/services/development-center for infrastructure review.
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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 was electronically submitted and can be viewed at Project
Information Portal (External link). Select ‘Project Documents’ and navigate to application
23016 to view the full application. Digital access is also available at the Community
Development Department at 20 E. Olive Street, Bozeman, MT 59715.
Application materials direct link:
Application 23016 (External link)
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Memorandum
REPORT TO:City Commission
FROM:Elizabeth Cramblet, Associate Planner
Chris Saunders, Community Development Manager
Erin George, Deputy Director of Community Development
Anna Bentley, Director of Community Development
SUBJECT:The Jarrett Zone Map Amendment Requesting Amendment of the City
Zoning Map to Change the Zoning on Two Parcels Totaling 39.9 Acres from R-
1 (Residential Low Density District) to R-2 (Residential Moderate Density
District) and on One 8.4 Acre Parcel from R-1 (Residential Low Density
District) to PLI (Public Lands and Institutions District); the Subject Site
Consists of Three Parcels That are on the Northwest Corner and a Portion of
the Southwest and Southeast Corner of W. Graf Street and S. 11th Avenue,
Application 23047
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Community Development - Legislative
RECOMMENDATION:City Commission Recommended 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 23047 and move to approve the Jarrett 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 proposed project rezones two parcels totaling 39.9 acres from R-1
(Residential Low Density District) to R-2 (Residential Moderate Density
District) and one 8.4 acre parcel from R-1 (Residential Low Density District)
to PLI (Public Lands and Institutions District). The site is currently
undeveloped and there are no structures on the property. The site has been
annexed for many years. Future development plans have been submitted to
the city for this site as a preliminary plat subdivision application (23072) for
the eastern side of the property to include a total of 106 residential lots.
The property consists of three parcels, two of which are located in the
northwest corner of S. 11th Avenue and Graff Street. A portion of the third
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parcel is located in the bottom of the northwest corner of S. 11th Avenue
and Graff Street which also extends into the area just south of Graf Street on
the east and west side of 11th Avenue. S. 11th Avenue and Graf Street are
both designated Collectors according to the Bozeman Area Transportation
Plan, 2017 Update.
The primary differences between the R-1 and R-2 districts are permitted uses
and dimensional standards. R-2 allows for two-household dwellings and two
attached townhouses and row-houses. R-2 has smaller lot size requirements
per dwelling, higher allowable floor area ratio, and two more feet in height.
The intent of the PLI district is to provide for major public and quasi-public
uses for the surrounding communities.
Nearby municipal zoning to the north and southeast is REMU (Residential
Emphasis Mixed Use). West and east of the parcel is R-1 (Residential Low
Density) with a small pocket of R-2 (Residential Moderate Density) north of
Graf Street. South of the site is the Alder Creek Subdivision zoned R-2
(Residential Moderate Density).
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 Zone Map Amendment.
Attachments:
23047 Jarrett ZMA CC SR.pdf
Report compiled on: May 23, 2023
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23047, Staff Report for the Jarrett Zone Map Amendment
Public Hearing Date(s): Community Development Board acting in their capacity as the
Zoning Commission will hold a public hearing on June 5, 2023 at 6:00 pm.
City Commission public hearing will be held on June 6, 2023 at 6:00 pm.
Project Description: The Jarrett zone map amendment requesting amendment of the City
Zoning Map to change the zoning on two parcels totaling 39.9 acres from R-1
(Residential Low Density District) to R-2 (Residential Moderate Density District) and
on one 8.4 acre parcel from R-1 (Residential Low Density District) to PLI (Public
Lands and Institutions District).
Project Location: The site consists of three parcels that are on the northwest corner and a
portion of the southwest and southeast corner of W. Graff Street and S. 11th Avenue
and more thoroughly described as Lot 1, Lot 2, and Lot 3 of Amended Plat of Lot 1,
Block 9, Allison Subdivision Phase 4A (Plat Reference J-702) & the SE ¼ NW ¼
Section 24 of C.O.S. 252 & C.O.S. 792.
Recommendation: Meets 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 23047 and move
to recommend approval of the Jarrett 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 23047 and move to approve the Jarrett
Zone Map subject to contingencies required to complete the application processing.
Report Date: May 23, 2023
Staff Contact: Elizabeth Cramblet, Associate Planner
Lance Lehigh, City Engineer
Agenda Item Type: Action – Legislative
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EXECUTIVE SUMMARY
Unresolved Issues
There are no identified conflicts on this application at this time.
Project Summary
The proposed project rezones two parcels totaling 39.9 acres from R-1 (Residential Low
Density District) to R-2 (Residential Moderate Density District) and one 8.4 acre parcel from
R-1 (Residential Low Density District) to PLI (Public Lands and Institutions District). The site
is currently undeveloped and there are no structures on the property. The site has been annexed
for many years. Future development plans have been submitted to the city for this site as a
preliminary plat subdivision application (23072) for the eastern side of the property to include
a total of 106 residential lots. Details about the subdivision application (23072) can be found
at the direct link: Application 23072 External Link).
The property consists of three parcels, two of which are located in the northwest corner of S.
11th Avenue and Graff Street. A portion of the third parcel is located in the bottom of the
northwest corner of S. 11th Avenue and Graff Street which also extends into the area just south
of Graf Street on the east and west side of 11th Avenue. S. 11th Avenue and Graf Street are both
designated Collectors according to the Bozeman Area Transportation Plan, 2017 Update.
The primary differences between the R-1 and R-2 districts are permitted uses and dimensional
standards. R-2 allows for two-household dwellings and two attached townhouses and row-
houses. R-2 has smaller lot size requirements per dwelling, higher allowable floor area ratio,
and two more feet in height. The intent of the PLI district is to provide for major public and
quasi-public uses for the surrounding communities.
Nearby municipal zoning to the north and southeast is REMU (Residential Emphasis Mixed
Use). West and east of the parcel is R-1 (Residential Low Density) with a small pocket of R-2
(Residential Moderate Density) north of Graf Street. South of the site is the Alder Creek
Subdivision zoned R-2 (Residential Moderate Density).
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.
Application materials can be viewed on the City’s development map at the following link.
Application 23047 (External Link)
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Public comments have been received by 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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TABLE OF CONTENTS
EXECUTIVE SUMMARY ...................................................................................................... 2
Unresolved Issues ............................................................................................................... 2
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..... 9
SECTION 3 - RECOMMENDATION AND FUTURE ACTIONS ........................................ 9
SECTION 4 - ZONE MAP AMENDMENT STAFF ANALYSIS AND FINDINGS ........... 10
Section 76-2-304, MCA (Zoning) Criteria ....................................................................... 10
PROTEST NOTICE FOR ZONING AMENDMENTS ......................................................... 19
APPENDIX A - NOTICING AND PUBLIC COMMENT .................................................... 19
APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING ................... 20
APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF ............................ 21
FISCAL EFFECTS ................................................................................................................. 21
ATTACHMENTS ................................................................................................................... 21
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SECTION 1 - MAP SERIES
Figure 1: Vicinity Map (2021 image)
Subject
Property
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Figure 2: Future Land Use Designations (2021 image)
Industrial
Subject
Property
Urban
Neighborhood
Residential
Mixed Use
Public
Institutions
Residential
Mixed Use
Community
Commercial
Mixed Use
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Figure 3: Current Zoning Map (2021 image)
PLI
Subject
Property
R-1
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Figure 4: Applicant Proposed Zoning Map
R-2
PLI
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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 PLI and R-2 shall be identified as the “Jarrett Zone Map Amendment”.
2. The applicant must submit a zone amendment map, titled “Jarrett Zone Map Amendment”,
acceptable to the Director of Transportation and Engineering, 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.
Advisory Comments for Future Development
1. The Allison Subdivision Phase 4A is located within the City’s Spring Creek Sewershed
Drainage Basin. The applicant is advised that a downstream sewer capacity issue exists
within the sewershed. Further analysis is needed to demonstrate adequate sanitary sewer
capacity for future development exists for the subject property. The applicant should
review future sewer capacities associated with the subject property with City Engineering
Staff.
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. 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 June 5, 2023 and will forward its
recommendation to the City Commission on the zone map amendment. Because this meeting
is one day before the City Commission hearing, staff will provide a brief summary of the
Zoning Commission’s recommendation at the City Commission hearing on June 6, 2023. The
meeting will begin at 6 p.m. Instructions on joining the meeting will be included on the meeting
agenda.
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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 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 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.”
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The area of this application is within the annexed area of the City and where there is anticipated
redevelopment within the City as discussed below. 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
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 both the R-2 and PLI districts are implementing districts of the
Urban Neighborhood category.
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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 have not
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 Applicant argues the proposed zone change is in accordance with the Growth Policy
by arguing, “Yes, the proposed PLI zoning will be used for the planned city park at the
northwest corner of this parcel. This zoning is allowed within the designated future land use
of Urban Neighborhood. The proposed ZMA from R-1 to PLI will allow for a public park to
serve the future residents of the surrounding proposed subdivisions.
The proposed zone map amendment from R-1 to R-2 will allow for increased residential density
in a geographically compact, walkable area to serve the varying needs of the community’s
residents. This supports goal N-1 of the growth policy, which states: “Support well-planned,
walkable neighborhoods.”
The applicant continues to suggest numerous goals and objectives that are broadly served with
this application. Staff is in general agreement with the list but note some goals and objectives
are only marginally promoted by the application. These include:
Goal N-1: Support well, planned, walkable Communities.
N-1.1 Promote housing diversity, including missing middle housing.
N-1.3 Revise the zoning map to lessen areas exclusively zoned for single-type housing.
The intent of the R-2 residential moderate density district is to provide for one- and two-
household development by utilizing minimum lot sizes in developed areas consistent with
the established development patterns nearby to enable greater flexibility for clustering lots
and housing types in newly developed areas. This district provides options for slightly
higher density while respecting the residential quality and nature of the surrounding
neighborhoods. The location of the subject site approximately one mile south of MSU
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provides possible home ownership opportunities for those working at MSU and other
nearby commercial nodes.
Goal DCD-1: Support urban development within the City.
DCD-1.1: Evaluate alternatives for more intensive development in proximity to high
visibility corners, services, and parks.
The R-2 residential moderate density district provides for moderately higher density
housing than R-1 with some flexibility on housing types other than single family
households. The proposal includes a zoning amendment from R-1 to PLI for one of the
parcels in the northwest corner to provide for public and quasi-public uses outside of the
other districts. The intent of this parcel is to provide a public park for future residents and
visitors within the community.
B. Secure safety from fire and other dangers.
Criterion met. The subject property is currently served by City of Bozeman Fire and Police
Departments. Future development of the property will be required to conform to all City of
Bozeman public safety, building and land use requirements, which will ensure this criterion
is met. The change from R-1 to R-2 and PLI 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 BCP 2020, page 74, says the following regarding evaluation of Section 4,
Criteria B, C, & D for zoning amendments:
“For a map amendment, all three of the above elements are addressed primarily by
the City’s long range facility Plans, the City’s capital improvements program, and
development standards adopted by the City. The standards set minimum sizing and
flow requirements, require dedication of parks, provision of right of way for people
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and vehicles, keep development out of floodplains, and other items to address public
safety, etc. It is often difficult to assess these issues in detail on a specific site.
The City conducts extensive planning for municipal transportation, water, sewer, parks,
sustainability, 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 service
to new development. See page 19 of the BCP 2020 for a listing. The City implements these
plans through its capital improvements program (CIP). The CIP identifies individual projects,
project construction scheduling, and financing of construction for infrastructure. Private
development must demonstrate compliance with standards prior to construction
The subject properties are within the City’s land use, transportation, parks, and utility planning
areas. Those plans show this property as developing within the City when development is
proposed. In terms of the subject site, there are some limitations regarding the existing sewer
system. Engineering has advised the applicant and owner that prior to any future development,
further analysis is needed to demonstrate adequate sanitary sewer capacity.
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.
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.”
Staff agrees with the applicant who states “this property fronts Graf Street and South 11th
Avenue which are collector streets as well as Arnold Street which is classified as a local street.
Access to the site will be available from S. 11th Avenue, Arnold Street, as well as Graf Street
in the future. These streets will allow access to the site for residents, visitors, and any necessary
public services such as postal service or emergency access.”
All future construction must extend services in conjunction with subdivision and site
development. Those extensions must meet current standards and will advance this
standard.
E. Reasonable provision of adequate light and air.
Criterion met. The R-2 and PLI districts provide 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.
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Any future development of the property will be required to conform to City standards for
setbacks, height, lot coverage, and buffering. The criterion is not about personal preferences
but about protection of public health and safety. The adopted standards address protection of
public health and safety.
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. Potential future development within a zoning district of R-2 will affect the City’s
motorized and non-motorized transportation system with increased traffic. The proposed
zoning will allow for a higher density of uses than is currently allowed under R-1. The City’s
transportation plan is used to evaluate transportation needs over the long term throughout the
City and will evaluate impacts of motorized vehicles along with bikes and pedestrians. The
parks and trails plans also examine and specify options for extensions of the existing trail
network through this site. Future site development will examine impacts on the transportation
network, parks, and trails system, and municipal facilities. Furthermore, these future
development reviews will ensure that development under the new zoning will comply with the
City’s standards for the provision of onsite parking for bicycles and vehicles, as well as the
requirements for onsite circulation.
Traffic impacts will be studied by the development team to demonstrate compliance with the
City’s long-range transportation plans. Future project development will ensure compliance
with the acceptable traffic limits identified in the transportation plans, as well as provide for
the dedication of rights of way, construction or reconstruction of streets and trails, payment of
impact fees, and other contributions as will be applicable to this project.
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. The site is adjacent to or crossed by two collector streets which have capacity
to carry additional traffic.
G. Promotion of compatible urban growth.
Criterion met. The Bozeman Community Plan establishes a preferred and compatible
development pattern. “The land use map sets generalized expectations for what goes where in
the community… The land use categories and descriptions provide a guide for appropriate
development and redevelopment locations for civic, residential, commercial, industrial, and
other uses. The future land use designations are important because they aim to further the
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vision and goals of the City through promoting sustainability, citizen and visitor safety, and a
high quality of life that will shape Bozeman’s future.” (Community Plan p. 51).
The City’s future land use map designates the properties as Urban Neighborhood in the BCP
2020. This designation correlates with several zoning districts including the R-2 and PLI
districts proposed by the applicants. The districts were developed by the City to promote
appropriate urban growth compatible with the areas of the City and provide for public and
quasi-public uses outside of other districts as identified on the future land use map. Based on
the land use map designations and correlated zoning districts in the plan and proposed by the
applicants, the zone map amendment would promote compatible urban growth and provide
valuable open space for nearby residents and the surrounding community. Also see the
discussion in (H) below.
The intent of the R-2 zone district is to provide for one- and two household residential
development at urban densities within the city in areas with few or no development constraints.
This is accomplished by providing for minimum lot sizes in developed areas consistent with
the established development patterns while providing greater flexibility for clustering lots and
housing types in newly developed areas, and to provide community facilities to serve the
development while respecting the residential quality and nature of the area. The use of this
zone is appropriate for areas with moderate access to parks, community services and/or transit.
There are undeveloped parcels in the city limits to the east and west that are zoned for low
density uses and moderate density residential to the south within the Alder Creek Subdivision.
North of the site is a partially developed site zoned residential emphasis mixed use with an
existing apartment community (The Arrow). The subject site is accessed by S. 11th Avenue
and Graf Street which are designated collector streets allowing for easy access to the project
site. The proposed zoning is in accordance with the Bozeman Community Plan’s future land
use designation of Urban Neighborhood.
Section 38.300.010 says in part “The purpose in having more than one residential district is to
provide opportunities for a variety of housing types and arrangements within the community
while providing a basic level of predictability. There is a presumption that the uses set forth
for each district will be compatible with each other when the standards of this chapter are met
and any applicable conditions of approval have been satisfied.” The application provides for
zoning either the same as or similar to the adjacent zoning. All future development must
comply with subdivision and zoning standards at time of construction. No evidence of non-
compliance with standards has been submitted.
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.
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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 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 the proposed
R-2 district to be compatible with adjacent development and uphold the residential character
of the area.
Residential Moderate Density district—intent and purpose.
1. The intent of the residential moderate density district (R-2) is to provide for one- and
two-household residential development at urban densities within the city in areas that
present few or no development constraints. These purposes are accomplished by:
a. Providing for minimum lot sizes in developed areas consistent with the
established development patterns while providing greater flexibility for
clustering lots and housing types in newly developed areas.
b. Providing for community facilities to serve such development while respecting
the residential quality and nature of the area. Use of this zone is appropriate
for areas with moderate access to parks, community services and/or transit.
The proposed zone district allows the applicant to construct a variety of housing, including
missing middle housing like townhomes, rowhomes, and condominiums. MSU is located
approximately one mile north of this location providing home ownership opportunities for
people working at MSU and the surrounding community. East and west of the subject site is
zoned R-1, with a small pocket of R-2. North and southeast of the site is zoned REMU, and
directly south is zoned R-2. The proposed zone map amendment is compatible and in
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harmony with the surrounding area considering the surrounding zone districts and variety of
possible uses.
Public comments were submitted questioning the appropriateness of a potential change in
character from the adjacent R2 zoned area, a portion of which was developed for single
homes. The Bozeman Community Plan 2020 on pages 76-77 says in part “Nothing in the
zoning amendment or site review criteria requires the Commission restrict one owner
because an adjacent owner chooses to not use all zoning potential.” The adjacent Alder Creek
development is a mix of single and two home dwellings. It is not inconsistent with the
character of the district to allow the same latitude to the land subject to the application.
I. Peculiar suitability for particular uses.
Criterion Met. The subject site is accessed by S. 11th Avenue and Graf Street which are
designated collector streets allowing for easy access to the project site. The property has access
to water lines and sewer extensions along S. 11th and Graf Street and is currently be served by
the City of Bozeman Police and Fire Departments. The proposed zoning is in accordance with
the Bozeman Community Plan’s future land use designation of Urban Neighborhood. Staff
agrees with the applicant who states “R-2 zoning will allow for similar and additional
compatible uses and allow for increased residential density in a more compact, walkable area
to serve the varying needs of the community’s residents. The proposed PLI district will allow
for a public city park to be built on this property that will serve the future residents of this and
surrounding communities. The proposed R-2 and PLI zoning is suitable for the site given the
current zoning of R-1 and the adjacent Urban Designation to the west and east, Residential
Mixed Use land use designation to the north, and R-2 zoning directly south. In addition, there
is convenient access to city roadway, water and sewer mains adjacent to the properties to serve
the future development.”
J. Conserving the value of buildings.
Neutral. The subject site is currently undeveloped. The proposed amendment is for the zoning
map and does not alter allowed uses on adjacent properties. The amendment does not modify
the existing standards of the R-2 district. The R-2 zone is residential in nature and allows a
variety of housing types with a minimum density of 6 dwelling units per acre.
K. Encourage the most appropriate use of land throughout the jurisdictional area.
Criterion met. Future land use map has this site designated as Urban Neighborhood. Within
that designation is R-2 as an implementing zone district of Urban Neighborhood and will
encourage the most appropriate use of land as the property is near residential and mixed uses.
Upon future development, municipal services will be extended to the subject site where there
is also frontage on S. 11th Avenue and Graf Street, both of which are existing collector streets.
The site will be able to support a higher intensity of uses allowed in R-2 with a community
park within the PLI district, which is consistent with the Bozeman Community Plan 2020
future land use map designation of Urban Neighborhood. The applicant adds that “based on
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23047 Staff Report for the Jarrett Zone Map Amendment Page 19 of 21
the future land use map designations and existing residential development to the south, the
proposed zoning does encourage the most appropriate use of land.” 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.
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 - NOTICING AND PUBLIC COMMENT
As required by 38.220 (external link), 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 May 6th and May 13th, 2023. Notice was provided at least 15 but
not more than 45 days prior to any public hearing. The Community Development Board
hearing is scheduled for June 5, 2023 and the City Commission public hearing is scheduled for
June 6, 2023.
Public comments have been received on this application at the time of writing this report.
Any received comments will be made available through the City’s Laserfiche (external link)
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23047 Staff Report for the Jarrett Zone Map Amendment Page 20 of 21
APPENDIX B - PROJECT GROWTH POLICY AND PROPOSED ZONING
Adopted Growth Policy Designation:
The project site is designated as “Urban Neighborhood” in the Bozeman Community Plan
2020 future land use map – see descriptions below.
“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.”
The PLI district within the Urban Neighborhood designation is to “provide for major
public and quasi-public uses outside of other districts. Not all public and quasi-public
uses need to be classified PLI. Some may fit within another district, however larger
areas will be designated PLI.”
Proposed Zoning Designation and Land Uses:
The applicant has requested zoning of R-2, Residential Moderate Density district whose intent is
to:
Residential moderate density district (R-2). The intent and purpose of the R-2 district is to provide
for one-and two-household residential development at urban densities within the city in areas that
present few or no development constraints. These purposes are 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 housing
types in newly developed areas.
2. Providing for community facilities to serve such development while respecting the
residential quality and nature of the area.
Use of this zone is appropriate for areas with moderate access to parks, community services and/or
transit.
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23047 Staff Report for the Jarrett Zone Map Amendment Page 21 of 21
APPENDIX C - OWNER INFORMATION AND REVIEWING STAFF
Owner: Yvonne Jarrett, 4124 Stimson Lane, Belgrade, MT 59714
Applicant: Madison Engineering, 895 Technology Boulevard, Suite 203, Bozeman, MT 59718
Representative: Madison Engineering, 895 Technology Blvd., Suite 203, Bozeman, MT 59718
Report By: Elizabeth Cramblet, Associate 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: Application 23047 (external link)
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Memorandum
REPORT TO:City Commission
FROM:Brit Fontenot, Economic Development Director
SUBJECT:Resolution 5443 Adoption of Bozeman's 2023 Economic Vitality Strategy
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Plan/Report/Study
RECOMMENDATION:Consider the comments of the Economic Vitality Board and approve
Resolution 5443 adopting the City of Bozeman's 2023 Economic Vitality
Strategy.
STRATEGIC PLAN:2.1 Business Growth: Support retention and growth of both the traded and
local business sectors while welcoming and encouraging new and existing
businesses, in coordination with the Economic Development Plan.
BACKGROUND:See attached memo.
UNRESOLVED ISSUES:See attached memo.
ALTERNATIVES:See attached memo.
FISCAL EFFECTS:See attached memo.
Attachments:
CC Memo 060623 051723 - evs strategy.pdf
Attachment 1 Resolution 5443 Adoption of the 2023
Economic Vitality Strategy.pdf
Attachment 2 Bozeman Economic Vitality Strategy with Arts
04.25.23 FINAL Complete Document.pdf
Attachment 3 EVS Edits 5-2-23.pdf
Attachment 4 EVS Climate Change Elements_041023.pdf
Attachment 5 EV Board Workplan 2022-2024 (2).pdf
050323 DRAFT EVS Minutes.pdf
Report compiled on: May 15, 2023
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City Commission Memorandum
REPORT TO: Honorable Mayor and Commissioners
FROM: Brit Fontenot, Economic Development Director
SUBJECT: Approval of Resolution 5443, Adoption of the City of Bozeman's 2023
Economic Vitality Strategy
MEETING DATE: June 6, 2023
AGENDA ITEM TYPE: Action Item
RECOMMENDATION: Consider the comments of the Economic Vitality Board and approve
Resolution 5443 adopting the City of Bozeman's 2023 Economic Vitality
Strategy
STRATEGIC PLAN: 2.1 Business Growth: Support retention and growth of both the traded
and local business sectors while welcoming and encouraging new and
existing businesses in coordination with the Economic Development Plan.
2.2 Infrastructure Investments: Strategically invest in infrastructure as a
mechanism to drive economic development.
2.3Workforce Development: Support education and workforce
development initiatives to improve the skills of our citizens.
BACKGROUND:
Since 2009 the City of Bozeman has developed a strategy to guide economic
development activities. Each strategy involves community engagement, data collection,
economic analyses and an implementation matrix. The first Economic Development Plan was
approved in 2009. The second plan was approved by the Bozeman City Commission in 2016.
Given the nature of these planning documents and the constantly shifting economic
environment, these plans have a life span of somewhere between 3 and 5 years. Staff began
the process of updating the 2016 plan in January of 2022.
On September 29, 2022, staff presented Resolution 5443, adoption of the Economic
Vitality Strategy (EVS), to the Economic Vitality Board (EV Board) for their recommendation to
the Bozeman City Commission (City Commission). Although the meeting did not have a
quorum, public comment was taken regarding the importance of the arts to communities and
economic development. Due to a lack of quorum, no action was taken by the EV Board on
September 29, 2022.
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2
On November 2, 2022, staff re-presented Resolution 5443 to a quorum of the EV Board
at which time they and staff discussed the value of the arts, and it was suggested by staff that
the value of the arts to overall economic development was indirectly addressed in the EVS. The
Board voted unanimously to recommend approval of Resolution 5443, adopting the City's EVS,
to the City Commission.
On January 10, 2023, staff presented Resolution 5443 and the draft EVS to the City
Commission. Public comment concerning more direct mention and analysis of the value arts to
community and economic development was again robust. Based on public comments and City
Commission direction, the item was tabled, and staff was directed to take on two tasks; 1)
include more information and analysis concerning the value of the arts in community and
economic development, and 2) more clearly demonstrate the intersections between
sustainability and the EVS.
Over the past several months staff and our consultant conducted additional focus
groups with leaders from the arts community. Once the EVS was re-drafted, based on the
aforementioned focus group input, representatives of the focus groups were provided an
additional opportunity to further refine the new sections.
Additionally, staff and our consultants performed follow-up interviews with the City’s
sustainability team and generated a detailed memo on the intersections between the EVS
implementation matrix and the principles of the climate action planning documents.
On May 3, 2023, the EV Board voted unanimously to recommend approval of Resolution
5443 to the Bozeman City Commission with the following edit to Action 2.3(B) in the
implementation matrix:
I move to recommend the approval of Resolution 5443, adopting the 2023 Economic
Vitality Strategy, to the Bozeman City Commission with the following amendment -
changing Action 2.3 (B) to Convene an arts industry council with broad representation
including representation from the BIPOC community, women and other marginalized
groups, to leverage all the arts organizations to implement the goals and objectives of
the EVS, DEI initiatives, and 1% arts program.
This motion passed unanimously.
Staff is reintroducing Resolution 5443 to the Bozeman City Commission, with the
addition of sections devoted to the importance of arts to community and economic
development, a detailed memo which more clearly demonstrates the intersections between
sustainability and the EVS and the unanimous recommendation from the EV Board shown above.
UNRESOLVED ISSUES: None at this time.
ALTERNATIVES: As determined by the Bozeman City Commission.
FISCAL EFFECTS:
The fiscal effects of Commission adoption of the 2023 Economic Vitality Strategy (the
Strategy) are undetermined at this time. Adoption of the Strategy does not obligate the city to
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3
invest additional resources into any of the plan recommendations. The Strategy is built as a
guiding document that identifies areas of advancement over the past several years since the
original 2009 Plan was adopted and provides direction and recommendations, based on input
from Economic Vitality Board members, educators, private business leaders, staff and our
consultant, to advance our economic development efforts over the next 5 years. If the
Commission determines that economic development efforts should increase, and thus
corresponding resources, that discussion will be part of the yearly budget process.
REPORT UPDATED ON: May 17, 2023
DOCUMENT ATTACHMENTS AND LINKS:
1) City commission Resolution 5443 (attached to Granicus cover memo);
2) 2023 Economic Vitality Strategy, Economic Conditions Assessment and Implementation
Matrix (attached to Granicus cover memo);
3) 2023 EVS Edits (attached to Granicus cover memo);
4) April 10, 2023, EVS Climate Change Elements (attached to Granicus cover memo);
5) 2022-2023 Economic Vitality Board Work Plan (attached to Granicus cover memo);
6) Economic Vitality Board 2023-2024 Work Plan;
7) City of Bozeman Strategic Plan;
8) 2016 Economic Development Strategy;
9) Link to the 2016 ED strategy packet materials; and
10) May 3, 2023, Economic Vitality Board draft minutes
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Version April 2020
RESOLUTION 5443
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, ADOPTING THE 2023 ECONOMIC VITALITY STRATEGY.
WHEREAS, on August 3, 2009, via Resolution 4195, the Bozeman City Commission (the
“Commission”) adopted Bozeman’s first economic development strategy; the 2009 Economic
Development Plan; and
WHEREAS, on November 14, 2016, via Resolution 4730, the Commission adopted the
2016 Economic Development Strategy Update (the “2016 Strategy”); and
WHEREAS, the recommended priorities identified in the 2016 Strategy’s Implementation
Matrix that could be addressed have been; and
WHEREAS, the federal, state and local economy have undergone tremendous transition
since the adoption of the 2016 Strategy; and
WHEREAS, the 2016 Strategy was intended to be a five (5) year plan; and
WHEREAS, on April 16, 2018, via Resolution 4852, the Commission adopted the City’s
Strategic Plan, a tenant of which is to support a diversified and innovative economy leveraging our
natural amenities, skilled and creative people, and educational resources to generate economic
opportunities.
WHEREAS, in 2021the Commission appointed the Economic Vitality Board (the “EVB”)
to advise the Commission on the economic development activities in Bozeman and its surrounds;
and
WHEREAS, the EVB identified the 2023 Economic Vitality Strategy update (the “2023
Strategy”) a 2022 – 2023 workplan priority; and
WHEREAS, the EVB led the effort by actively participating in, and coordinating internal
and external stakeholders input on the 2023 Strategy update and supports the 2023 Strategy and
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Version April 2020
the recommendations contained therein; and
WHEREAS, the Commission remains committed to facilitating mid to high wage job
growth and economic strength and diversification in the City and the region through updated and
timely economic development planning, strategy and policy updates; and
WHEREAS, the Commission recognizes that a strong, vibrant, resilient and sustainable
local economy is also diverse, equitable and inclusive; and
WHEREAS, the Commission supports the primary tenants of the 2023 Strategy which
include:
a) Infrastructure investments as mechanism to drive economic development; and
b) Education and workforce development initiatives provide businesses with qualified
workers; and
c) Retention and growth of existing businesses is the priority while remaining
welcoming and encouraging to new businesses into the City of Bozeman.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana, to wit:
Section 1
The 2023 Economic Vitality Strategy is hereby adopted and shall be as follows:
See Exhibit A
Section 2
Effective Date
The Resolution shall be in full force and effective upon passage.
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of
Bozeman, Montana, at a regular session thereof held on the _____ day of ________, 20____.
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Version April 2020
___________________________________
CYNTHIA L. ANDRUS
Mayor
ATTEST:
___________________________________
MIKE MAAS
City Clerk
APPROVED AS TO FORM:
___________________________________
GREG SULLIVAN
City Attorney
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CITY OF BOZEMAN
Economic Vitality Strategy (EVS)
April 2023
195
PREPARED BY:
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TABLE OF CONTENTS
Introduction ................................................................................................................................ 1
Strategy Purpose .................................................................................................................... 1
What is Economic Vitality? ..................................................................................................... 1
The Gallatin Valley Story ............................................................................................................ 5
Regional Overview ................................................................................................................. 9
Industry Clusters ...................................................................................................................14
National Trends .........................................................................................................................15
Equity ....................................................................................................................................15
Housing Availability ...............................................................................................................19
Climate Change .....................................................................................................................20
Early Learning/Child Care......................................................................................................21
Youth Skills Development ......................................................................................................22
Integration of Creative Arts ....................................................................................................23
Small Business Development ................................................................................................25
The Economic Vitality Strategy .................................................................................................28
Vision ....................................................................................................................................28
Values ...................................................................................................................................28
Guiding Principles .................................................................................................................29
Goals and Objectives ............................................................................................................29
Action Matrix..........................................................................................................................33
Evaluation Framework ...........................................................................................................33
Attachment A: Economic Conditions Analysis
Attachment B: Action Matrix
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Bozeman Economic Vitality Strategy | April 2023 1
INTRODUCTION
The City of Bozeman is an economic hub for the broader Gallatin Valley and State of Montana.
Recognizing that economies and the workforce are not limited by jurisdictional boundaries, the
Bozeman Economic Vitality Strategy (EVS) is intended to serve the larger Gallatin Valley area.
It will be monitored by City of Bozeman staff to ensure implementation, but it requires
engagement from various stakeholders across the Valley.
STRATEGY PURPOSE
This document is aimed at regional, city and county economic development practitioners,
business leaders, elected officials and stakeholders implementing programs that support the
growth of businesses and enhance opportunities for individuals to access economic mobility in
the Gallatin Valley. This requires alignment and implementation of actions across government
agencies and organizations. The Strategy provides deliberate direction to guide actions that will
evolve over the next five years to meet dynamic economic and business conditions. The
Strategy is constant; the actions and organizations involved in implementation are dynamic.
Educate
The Bozeman EVS is founded on the vision that the future Gallatin Valley economy will
equitably serve residents that live and work in the region. The vision needs broad support and
this document should be used to engage elected officials, business leaders, and stakeholders to
help amplify the vision and providing support through their actions.
Invest
The EVS should also be used to leverage greater investment in the region by providing data
and rationale used to: 1) obtain grants to fund implementation; 2) encourage private investment;
and 3) align federal and state legislative agendas to collaboratively solicit funding to support
strategic projects.
Collaborate
Many organizations are actively trying to create equitable economic growth across the region. It
is important to collaborate to maximize collective efforts by:
• Coordinating with City of Bozeman staff to let them know about each organization’s work
so it can be leveraged across the region.
• Engaging other organizations or city departments within a jurisdiction to break down
silos and leverage resources to the greatest extent possible and elevate one another’s
work.
• Supporting programs led by other organizations that implement the Strategy through
funding and/or promotion.
WHAT IS ECONOMIC VITALITY?
Economic vitality is the maintenance of a strong diverse economy with enough growth to
provide opportunities for the increasing local population. Economic vitality also encompasses
the ability for residents to access jobs and opportunities that contribute to quality of life and
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financial security. One of the foundational elements for economic vitality is an economic base of
traded and local sector businesses that provide various services to the community and job
opportunities to create wealth.
Traded and Local Sectors
Traded sector (also referred to as an export or basic sector) businesses include industries and
employers which produce goods and services that are exported outside the production region
and therefore bring in new income to the area (e.g., manufactured goods, software
development). Bringing new income to the region is critical because it creates a multiplier effect
that then supports other local sector jobs. Workers in the traded sector tend to earn higher
average wages than local sector workers which increases the overall economic impact for a
community. As the job base expands, a community is more attractive to employees because
there are more options for career growth. In turn, as traded sector employment grows, there is
more career mobility for people and competition among employers which can ultimately
increase livable wages for residents.
As the traded sectors grow, they create an environment that allows entrepreneurs to develop
skills and resources on the job that may encourage them to start a new business and increase
employment opportunities within the region. Furthermore, some traded sector companies
support a supply chain effect that creates the need for additional companies to supply
components of a product that is manufactured or to provide additional services. Cities and
regions have concentrations of different types of traded sector industries that differentiate them
from other places and can be leveraged for economic development (e.g., Boston has biotech,
Houston has energy engineering, and New York has finance).
Local sector business consists of industries and firms that are likely to be present in every
region. They produce goods and services that are consumed locally in the region where they
were made, and therefore largely recirculate existing income in the area (e.g., breweries,
physician offices, banks). These businesses are important as they make a community distinct,
depending how they are provided by local businesses, and provide amenities to attract young
professionals and families that drive the new economy. A sampling of traded and local sector
businesses in the Gallatin Valley is indicated in Figure 1 below.
In the Gallatin Valley, the difference between traded and local sectors is not as clear. Since
tourism is a large portion of the economy, local sectors – especially retail, food and beverage,
and hospitality – are bringing in outside income from visitors. However, these local sectors still
have lower wages and lower economic impacts than traded sectors. It is important for the
Gallatin Valley to work on diversifying the economy so it is not overly dependent on tourism.
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Figure 1: Example of Gallatin Valley Traded and Local Sector Businesses
Source: Bridge Economic Development
Traded sector industries have the largest economic impact per job even though they represent
fewer jobs than local sectors. Traded sector jobs account for about 34 percent of the economy
with average wages of $68,200 per year, as shown in Table 1. Local sector jobs make up 66
percent of the economy with average wages of $42,800. In the U.S. as a whole, traded sectors
comprise 36 percent of all jobs which generate 50 percent of the income and 96.5 percent of all
patents.1 Traded sector jobs provide a larger proportion of the national income and are
responsible for almost all innovation as measured by the quantity of patents associated with the
industry.
1 https://clustermapping.us/cluster
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Bozeman Economic Vitality Strategy | April 2023 4
Table 1: Comparison of Traded and Local Sector Wages, Gallatin County
There is an interdependence or multiplier impact between traded and local sector companies. In
general, adding one additional skilled job in the traded sector can generate roughly 1.5 to 2.5
jobs in local goods and services. A strong local sector therefore depends on a strong traded
sector. And a stronger traded sector-based economy is more resilient to economic shocks like
those created by the COVID-19 pandemic and other natural disasters.
Local sector businesses typically have a lower barrier to entry as they can require less capital
investment and may not require a four-year degree. The local sectors therefore have many
opportunities for under-represented and under-resourced individuals to gain access into the
market and build wealth. Therefore, local sector businesses are often considered an equity on-
ramp opportunity.
However, it is important to not entirely focus on local sector businesses as an opportunity for
equity. By only using a local cluster focus, a region can ultimately exacerbate income inequality
as underserved and under-represented communities are not connected to higher wage
employment opportunities among tradable industries. Therefore, it is important to provide
equitable opportunities within traded sector industries as well. This Strategy considers both
traded and local sectors as part of the overall economy and how they both provide distinct
contributions and opportunities for the region.
Gallatin County Ann.Jobs
Industry NAICS Avg. Wage 2020 2020
Economic Base/Traded Sectors
Finance/Insurance 52 $96,600 1,619
Prof. & Tech Services 54 $79,200 4,829
Mining 21 $92,400 188
Information 51 $139,800 698
Mgmt. of Companies 55 $79,700 234
Wholesale Trade 42 $70,100 1,819
Manufacturing 31-33 $55,400 3,599
Ag./Forest/Hunting 11 $40,000 701
Transport./Warehousing 48-49 $44,500 1,302
Admin/Waste Mgmt 56 $40,200 2,260
Subtotal / Average $68,200 17,249 34.1%
Local Sectors
Construction 23 $58,100 6,413
Retail Trade 44-45 $40,100 8,197
Real Estate 53 $50,400 1,197
Education 61 $34,500 834
Health Care 62 $53,200 5,994
Arts/Rec 71 $27,300 1,463
Hotel/Restaurant 72 $26,600 6,920
Other 81 $40,900 2,323
Subtotal / Average $42,800 33,341 65.9%
Total $50,600 50,590 100.0%
Source: Bureau of Labor Statistics QCEW; Economic & Planning Systems
Z:\Shared\Projects\DEN\223016-Bozeman MT Economic Development Strategy\Data\[213051-City County 2dig NAICS Employment Data_10-01-21.xlsx]T-EVS_Table1
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What is an Industry Cluster
A cluster is an organically occurring regional concentration of related industries in a particular
location. Clusters are a foundational element to regional economies, making them uniquely
competitive for jobs with a livable wage and private investment. They consist of companies,
suppliers, and service providers, as well as government agencies and other institutions that
provide specialized training and education, information, research, and technical support.
Various regions across the US have unique clusters making them distinct: Boston, MA has
bioscience whereas Houston, TX has oil and natural gas. Industry clusters function on a
regional metropolitan statistical area (MSA) level because assets such as workforce and
transportation infrastructure are not constrained by local municipal boundaries. Therefore, in
order to effectively grow an industry cluster, it is important to leverage existing assets and
collaborate on a regional and state level.
An industry cluster is comprised of the following elements, with some being more important than
others depending on the industry. A city plays the important of role of providing the necessary
infrastructure, zoned land, and investment in programs to allow various types of industry to
thrive.
THE GALLATIN VALLEY STORY
The Gallatin Valley is an area within Gallatin County where most of the County’s population and
jobs are located. There is no official or administrative definition of the Gallatin Valley, but it is
generally known as the flat, semi-arid, low elevation lands between Bozeman Pass (on the east)
and the City of Three Forks (on the west) along the I-90 corridor, illustrated in Figure 2. These
are historic Native American lands used in the summer months to hunt, fish, and prepare for the
long winter. Today, after settlers displaced the Native American population, it includes the
municipalities of Bozeman, Belgrade, Manhattan, and Three Forks plus the unincorporated
areas of Four Corners, Gallatin Gateway, and other smaller unincorporated communities. The
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Bozeman Economic Vitality Strategy | April 2023 6
population of this region is approximately 110,000 including the City of Bozeman (51,000) and
Belgrade (10,800).
The City of Bozeman is the third-largest city in the State of Montana, the largest City in the
Gallatin Valley, and home of Montana State University (MSU). Surrounded by scenic mountains,
rugged trails, and fish-filled rivers, Bozeman is an outdoor enthusiast’s dream. Adventure
seekers have discovered that Bozeman also offers economic opportunity with a vibrant and
diverse industry base ranging from photonics to specialty manufacturing. With the proximity of
the Bozeman Yellowstone International Airport, the “Triangle” - comprised of Belgrade, Four
Corners, and Bozeman - serves as the economic hub for the Gallatin Valley and beyond.
A unifying factor across the Valley is a culture of grit, smarts, and strong work ethic that
encourages entrepreneurs to thrive and innovation to emerge. This forward-thinking population
prizes sustainable practices and solutions to shift climate change with an understanding that
precious natural resources (e.g., water) and the tourism trade depend on a healthy environment.
The residents of Gallatin Valley respect hard work and diverse individuals that reside year-round
in the community and are committed to sustainable long-term growth. Wealth is defined by a
personal lifestyle that affords the ability to live, educate, recreate and commune in Gallatin
Valley year-round.
While not within the Gallatin Valley proper, there are three important nearby assets and
communities: Bridger Bowl Ski Area, Big Sky and Big Sky Mountain Resort, and West
Yellowstone. Bridger Bowl is one of the oldest winter sports areas in the west and is known
among dedicated skiers for its challenging terrain and low-key local crowd. Big Sky has
emerged over the past decade or so as one of the top winter sports destinations in North
American. It is known for its massive 5,000+ acre size and some of the most difficult runs in
North America. It is also one of the most luxurious and exclusive mountain communities in North
America. Homeowners and visitors include the ultra-wealthy, CEOs, and venture capital
investors that largely reside in the Yellowstone Club and Spanish Peaks. The growth of Big Sky
has brought an influx of wealth and investment to the Gallatin Valley, which is funding startups
and bringing outpost office locations of larger firms to the region.
The Town of West Yellowstone is the western gateway to Yellowstone National Park.
Thousands of visitors stay in and pass-through Bozeman and West Yellowstone each year on
their way to and from Yellowstone National Park (YNP). West Yellowstone is a year-round
recreation destination in itself with guided snowmobiling and ski touring in the winter, hunting,
and fishing and hiking in the warmer months.
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Figure 2. Gallatin Valley Region
Source: EPS
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In addition to a vibrant natural setting, Gallatin Valley benefits from a well-supported and thriving
arts and culture scene. Because it enhances the quality of life, this asset is an important
complement to community development, enriching local amenities and attracting young
professionals to the area. Furthermore, arts and culture create job opportunities and stimulate
local economies through consumer purchases and tourism, which contribute greatly to state
economic growth.
The Gallatin Valley also has economic linkages to other places in Montana. Along the I-90
corridor, there is bioscience collaboration (and competition) between MSU in Bozeman and the
University of Montana in Missoula. Billings Clinic is expanding its health care services in
Bozeman and staff and doctors share time between the two regions. Some workers are
commuting from other counties due to housing costs and preference. With the growth of remote
working, there is an opportunity to shift some of the jobs in Gallatin Valley to these rural
communities to their benefit.
Bozeman Yellowstone International Airport (BZN) is the busiest airport in the state with 1.9
million passengers in 2021 compared to approximately 700,000 at Billings Logan International
Airport. BZN airport increases the reach of the Gallatin Valley with direct flights indicated in
Figure 3 to major cities throughout the U.S. The airport is a major economic engine that brings
in tourists, but also investment and innovation.
Figure 3. Bozeman Yellowstone International Airport direct flights
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REGIONAL OVERVIEW
Population
The population of Gallatin County is 119,000 and has grown by a third since 2010 at an annual
rate of 2.6 percent per year (Table 2). The City of Bozeman has over 50,000 people now which
places it in a new category of eligibility for federal transportation and community development
grant funding. Bozeman added over 14,000 people since 2010 at a rapid annual rate of 2.9
percent. The entire Valley is growing fast, as Belgrade grew by over 40 percent at 3.3 percent
per year. The unincorporated remainder of the County, including Big Sky, Four Corners, and
Gallatin Gateway added over 12,000 people.
Table 1. Population by Place, Gallatin County
Economy
In Gallatin County there were nearly 60,000 wage and salary jobs in 2020 plus another 25,000-
30,000 sole proprietor jobs (self-employed) for a total of about 90,000 jobs. Within the City of
Bozeman there were about 30,000 private wage and salary jobs plus 4,200 faculty and staff at
MSU. The largest industries in the City of Bozeman and Gallatin County are local and tourism
sectors including retail trade, hotels and restaurants, construction, and health care (Figure 4).
The traded sectors of professional and technical services and manufacturing are the next
largest groups of industries. These data show that the area is today heavily reliant on trade and
tourism.
Ann. Growth
2010 2021 Total Change % Change Rate
Bozeman 37,354 51,405 14,051 37.6%2.9%
Belgrade 7,535 10,796 3,261 43.3%3.3%
Manhattan 1,525 1,829 304 19.9%1.7%
Three Forks 1,871 2,375 504 26.9%2.2%
Unincorporated 43,099 55,290 12,191 28.3%2.3%
Gallatin County 89,513 119,320 29,807 33.3%2.6%
Source: ESRI, Economic & Planning Systems
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Figure 4. Wage and salary jobs by industry, Bozeman and Gallatin County, 2020
The economy in Gallatin County and Gallatin Valley is changing rapidly, however. First, the
County added 7,000 jobs from 2015 through 2020, a growth rate of 2.6 percent per year and a
13.5 percent increase (Table 3). The industries with the most growth are highlighted below.
▪ Professional and technical services added 934 jobs with average wages near $80,000
per year. This sector had the most growth outside of construction. This is a significant
change and shows that companies in Greater Bozeman are expanding, and new firms
are being formed or attracted. The area is attracting knowledge-based companies and
workers.
▪ Countywide, construction was also one of the fastest growing industries with 1,700 jobs
added from 2015 through 2020. Growth in construction jobs is being fueled by major
resort projects are underway in Big Sky, plus the growth in the Gallatin County.
Anecdotally, many construction workers are moving to the area temporarily to fill jobs
and may move to other locations as major projects are completed or if the economy
slows.
▪ Manufacturing also had significant growth which is rare in small metro areas.
Manufacturing is a diverse and important sector in Greater Bozeman. This sector grew
by 562 jobs with average wages of about $55,000.
▪ Health care also grew significantly, which is consistent with national trends. People are
living longer, more people have health insurance, and the large baby boomer population
$40,100
$26,600
$58,100
$53,200
$79,200
$55,400
$40,900
$40,200
$70,100
$96,600
$27,300
$44,500
$50,400
$34,500
$40,000
$139,800
0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000
Retail Trade
Hotel/Restaurant
Construction
Health Care
Prof. & Tech Services
Manufacturing
Other
Admin/Waste Mgmt
Wholesale Trade
Finance/Insurance
Arts/Rec
Transport./Warehousing
Real Estate
Education
Ag./Forest/Hunting
Information
Total Jobs
Bozeman Gallatin County
Source: Bureau of Labor Statistics; MT Dept. of Labor; Economic & Planning Systems
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is aging and increasing health care demand. Health care added 881 jobs, a 17 percent
increase.
Table 2. Change in wage and salary jobs by industry 2015-2020 and 2020 average wages
Economy Comparisons
Comparing the Gallatin County and Bozeman economy to other areas provides additional
context for the importance of economic diversity. First, a metric called a location quotient (LQ) is
used to compare the mix of jobs in traded and local sectors in comparison counties. Next, the
economic productivity of each area is shown – areas that have higher concentrations of traded
sector jobs have more economic productivity.
Ann. Avg.
Industry 2015 2020 Change % Change Wage 2020
Economic Base/Traded Sectors
Finance/Insurance 1,447 1,619 172 11.9%$96,600
Prof. & Tech Services 3,895 4,829 934 24.0%$79,200
Mining 197 188 -9 -4.6%$92,400
Information 578 698 120 20.8%$139,800
Mgmt. of Companies 252 234 -18 -7.1%$79,700
Wholesale Trade 1,582 1,819 237 15.0%$70,100
Manufacturing 3,037 3,599 562 18.5%$55,400
Ag./Forest/Hunting 554 701 147 26.5%$40,000
Transport./Warehousing 1,284 1,302 18 1.4%$44,500
Admin/Waste Mgmt 1,730 2,260 530 30.6%$40,200
Subtotal / Average 14,556 17,249 2,693 18.5%$68,200
Local Sectors
Construction 4,754 6,413 1,659 34.9%$58,100
Retail Trade 7,584 8,197 613 8.1%$40,100
Real Estate 880 1,197 317 36.0%$50,400
Education 657 834 177 26.9%$34,500
Health Care 5,113 5,994 881 17.2%$53,200
Arts/Rec 1,419 1,463 44 3.1%$27,300
Hotel/Restaurant 7,065 6,920 -145 -2.1%$26,600
Other 1,994 2,323 329 16.5%$40,900
Subtotal / Average 29,466 33,341 3,875 13.2%$42,800
Total (disclosable)44,022 50,590 6,568 14.9%$51,500
Total Jobs (without disclosure)52,059 59,071 7,012 13.5%
Source: Bureau of Labor Statistics QCEW; Economic & Planning Systems
Z:\Shared\Projects\DEN\223016-Bozeman MT Economic Development Strategy\Data\[213051-City County 2dig NAICS Employment Data_10-01-21.xlsx]T-EVS_Table2
Jobs
Note: Industry employment figures do not include all jobs due to privacy limitations. Summing employment by
industry components yields less jobs than the actual totals which are not limited by privacy disclosure issues.
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A location quotient (LQ) measures the concentration of an industry in an area as a ratio of the
percentage of jobs in the analysis area divided by the percentage in the U.S. A LQ ratio is used
to compare the concentrations of industries across different regions and asses local industry
strengths or specializations. The LQ is important for determining an inherent economic strength
of a community. In developing an economic vitality strategy, it is best to invest time and money
where there is a competitive advantage already existing in the community rather than trying to
create an industry cluster without an intrinsic base.
The LQs for traded and local sectors in Gallatin County are compared to several comparison
Counties with their major city noted in Table 3.
▪ Bozeman has lower concentrations in most traded sectors than the comparison
communities and higher concentrations in local sectors.
▪ As larger cities/metros, Boulder and Boise have more diverse economies.
▪ Boulder and Boise/Ada County have higher concentrations of jobs in knowledge and
financial industries.
▪ Ogden, UT/Weber County has more than twice the manufacturing concentration than
Bozeman (aerospace, defense, outdoor products, advanced materials)
▪ Boulder and Fort Collins also have higher concentrations of manufacturing at 1.29 and
1.02.
The differences in the mix of jobs and industries in each area is due to numerous historical,
geographic, and economic factors. How an area was settled historically (e.g. agriculture,
railroad, mining, university) influences the early and legacy industries in that community. The
location and proximity to other cities and industries also affects the economic composition.
Larger cities and counties, and cities and counties within larger metro areas also tend to have
more diverse economies and more racial and ethnic diversity.
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Table 3. Location quotient comparisons
As shown below in Figure 5, the regions with higher concentrations of traded sector jobs are
the most productive; they generate the most economic output per job. Gross Regional Product
(GRP) is the local or regional equivalent of GDP (Gross Domestic Product). GRP is the value of
all goods and services produced in an economy. GRP per job is a measure of the productivity of
the labor force and firms in the economy – the value of the output created from each worker.
▪ Boulder, CO has the most productive economy with nearly $150,000 in annual output
per worker, followed by Fort Collins, CO at $118,000.
▪ Bozeman and Gallatin County are at the lower end of the spectrum of the comparison
communities due to the higher concentration of tourism and local serving jobs.
These data reinforce the focus of this strategy on diversifying the economy with a focus on
traded sectors to provide the economic engine for the region, and local sectors providing the
support for quality of life and on-ramps to business ownership and wealth building.
Bozeman/Gallatin Highest
Industry Location Quotient Concentration
Traded Sectors
Agriculture, forestry, fishing and hunting 1.33 Corvallis/Benton 3.21
Mining, quarrying, and oil and gas extraction 0.82 Bozeman/Gallatin 0.82
Information 0.63 Boise/Ada 1.14
Management of companies and enterprises 0.24 Boise/Ada 1.05
Professional and technical services 1.20 Boulder/Boulder 2.47
Wholesale trade 0.76 Boise/Ada 1.22
Manufacturing 0.70 Ogden/Weber 1.61
Transportation and warehousing 0.55 Boise/Ada 0.70
Finance and insurance 0.63 Boise/Ada 1.14
Local Sectors
Utilities 0.50 Boise/Ada 1.03
Construction 2.09 Bozeman/Gallatin 2.09
Retail trade 1.31 Bozeman/Gallatin 1.31
Real estate and rental and leasing 1.30 Bozeman/Gallatin 1.30
Administrative and waste services 0.62 Boise/Ada 1.38
Educational services 0.72 Boulder/Boulder 0.79
Health care and social assistance 0.72 Missoula/Missoula 1.22
Arts, entertainment, and recreation 1.99 Bozeman/Gallatin 1.99
Accommodation and food services 1.47 Bozeman/Gallatin 1.47
Other services, except public administration 1.39 Missoula/Missoula 1.57
Source: Economic & Planning Systems
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Figure 5. Gross regional product per job, Gallatin County and selected comparison areas
INDUSTRY CLUSTERS
Industry clusters are groups of similar and related traded sector businesses that share common
markets, technologies, and worker skill needs, that are often linked by buyer-seller relationships.
Industry clusters represent distinct qualities of a community and help define what makes one
community different from another. Industry clusters are a way of communicating, marketing, and
leveraging the presence of these concentrations of skills, resources, and relationships. The EVS
is organized around supporting seven traded sector clusters and three local sector clusters
summarized in Table 4 and Table 5. Appendix A provides a more detailed description of these
industry clusters.
Table 4. Traded sector industry clusters
Estimated Estimated Estimated
Industry Cluster Stage Jobs Firms Wages Description
Traded Sectors
Photonics Mature 800 35 $60,000-$100,000+Science and technology of generating, detecting, and
controlling light.
Quantum Computing Nascent Less than 100 Less than 20 $60,000-$100,000+Uses atomic motion to perform computing
operations.
Biotechnology Growing 100 to 400 Not available $40,000-$90,000+Medical and drug research and technology.
Software/Information Technology (IT)Mature 1,350 240 $60,000-$140,000+Programming and system design.
Outdoor Equipment Mature 500-1,000 Not available $40,000-$90,000+Outdoor equipment design, manufacturing, and
marketing. Capitalizes on Bozeman brand. Within
manufacturing industry of 3,600 jobs.
Speciality Manufacturing Mature 1,000+Not available $40,000-$60,000 Specialty products including metal products, musical
instruments, and food and beverage. Within
manufacturing industry of 3,600 jobs.
Climate Technology Nascent Not available Not available $40,000-$90,000+Emerging cluster of technologies that are explicitly
focused on addressing climate change. Wide range
of industries.
Source: Economic & Planning Systems
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Table 5. Local sector industry clusters
NATIONAL TRENDS
There are fundamental national issues facing the community that need to be addressed in order
to foster economic vitality.
EQUITY
In the context of economic vitality, equity is defined as an economic system that ensures under-
represented and under-served people have the same level of access to the economy and
wealth creation as all other residents. Equity is not equality. Equality is sameness or treating
everyone the same regardless of identity, life circumstance, or needs. The same resources or
services may be available to all, but some people may face barriers in accessing or benefitting
from them. Equity recognizes the differences and works to remove the barriers to access
opportunity.
Estimated Estimated Estimated
Industry Cluster Stage Jobs Firms Wages Description
Traded Sectors
Photonics Mature 800 35 $60,000-$100,000+Science and technology of generating,
detecting, and controlling light.
Quantum Computing Nascent Less than 100 Less than 20 $60,000-$100,000+Uses atomic motion to perform
computing operations.
Biotechnology Growing 100 to 400 Not available $40,000-$90,000+Medical and drug research and
technology.
Software/Information
Technology (IT)
Mature 1,350 240 $60,000-$140,000+Programming and system design.
Outdoor Equipment Mature 500-1,000 Not available $40,000-$90,000+Outdoor equipment design,
manufacturing, and marketing.
Capitalizes on Bozeman brand. Within
manufacturing industry of 3,600 jobs.
Specialty Manufacturing Mature 1,000+Not available $40,000-$60,000 Specialty products including metal
products, musical instruments, and food
and beverage. Within manufacturing
industry of 3,600 jobs.
Climate Technology Nascent Not available Not available $40,000-$90,000+Emerging cluster of technologies that
are explicitly focused on addressing
climate change. Wide range of
industries.
Creative Arts Growing 1,104 333 $41,000 Goods and services are based on
intellectual property and individual
creativity. Includes publishing, film, TV,
media, desing, performing arts, and
museums and galleries.
Source: Bridge Economic Development and Economic & Planning Systems
Estimated Estimated Estimated
Industry Cluster Stage Jobs Firms Wages Description
Local Sectors
Construction Mature 6,400 1,290 $50,000-$60,000
$100,000 in heavy
construction
Residential and commercial buildings, skilled trades,
and heavy/civil engineering construction.
Small Business Ownership Growing N/A N/A Varies Small businesses across all sectors. Self employed
is 25-30% of all jobs in Gallatin County.
Health Care Mature 6,000 500+$40,000-$90,000+Medical services provided through hospitals and
small practices. Includes doctors, nurses, and home
service providers.
Source: Economic & Planning Systems
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Photo caption: Equality is when everyone has access to a bicycle. Equity is when everyone is able to
benefit from having access to a bicycle because the design of each bicycle meets their unique needs.
Wealth Creation
Wealth creation is generally attained through career opportunities with living-wages, business
ownership and real estate ownership. Income is only one measurement of wealth. Net worth, or
wealth, includes income, homes, stock-market investments, businesses, and other owned
assets, minus debt.
Available data to compare wealth is generally available on a national level and is therefore
considered here in that context. Nationally, the net worth of a typical white household is nearly
ten times greater than that of a typical Black household, and eight times greater than a Hispanic
household. According to a survey by the Federal Reserve in 2017, the median net worth of
African-Americans ($17,600) was only a tenth that of non-Hispanic whites ($171,000).2
Furthermore, nearly 20 percent of Black households have zero or negative net worth compared
to 14 percent of households identifying as other or multiple race,3 13 percent of Hispanic
households, and only nine percent of white households.4
2 Recent Trends in Wealth-Holding by Race and Ethnicity: Evidence from the Survey of Consumer Finances, Federal
Reserve, September 2017
3 Other families--a diverse group that includes those identifying as Asian, American Indian, Alaska Native, Native
Hawaiian, Pacific Islander, other race, and all respondents reporting more than one racial identification.
4 ibid
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Figure 6: Family Median Net Worth, Thousands of 2016 Dollars
Source: Federal Reserve Board, Survey of Consumer Finances
As the following chart shows, higher income levels are correlated with educational attainment.
However, ensuring parity in college degree attainment alone will not solve the racial disparity in
the wealth gap.
Figure 7: Median Weekly Earnings and Unemployment Rate by Educational Attainment, 2017
Source: Bureau of Labor Statistics, 2017
Real estate equity and the transfer of wealth are important determinants of household wealth
creation. However, generations of under-represented Americans have had limited access to real
estate assets due to discriminatory policies throughout the 20th century including the Jim Crow
era’s “Black Codes” strictly limiting opportunity in many southern states, prior to Federal
Housing Administration (FHA) lending restrictions,5 and redlining. In addition, research shows
5 Rothstein, Richard. Color of Law. 2017
17.6
20.7
64.8
171
Black or African-American
Hispanic or Latino
Other or Multiple Race
White non-Hispanic
$1,743
1,836
1,401
1,173
836
774
712
520
1.50%
1.5
2.2
2.5
3.4
4
4.6
6.5
Doctoral degree
Professional degree
Master's degree
Bachelor's degree
Associate degree
Some college, no degree
High school diploma, no college
Less than a high school diploma
Unemployment rate Median usual weekly earnings
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Bozeman Economic Vitality Strategy | April 2023 18
that Black-owned real estate is systemically (and historically) devalued, leading to less wealth
creation than the same assets for White households.6
Business ownership is another significant (and perhaps the most important) source of wealth
creation. In the U.S., approximately 77 percent of wealth created in 2015 came from owning a
private company or professional firm.7 Research shows that business ownership is also
associated with higher levels of economic mobility.8 And yet, there are significant racial
disparities in business ownership rates and business performance (i.e., revenue and
profitability) that lead to even more disparities in wealth creation.
In the U.S.: “Nationally, people of color represent about 40 percent of the population, but only 20
percent of the nation’s 5.6 million business owners with employees. The U.S. could have
millions more businesses if women and minorities became entrepreneurs at the same rate as
white men.” 9 Businesses owned by people of color earn just 48 percent of the revenue of white-
owned firms.10
In Bozeman, the most recent Survey of Business Owners and Self-Employed Persons (SBO)
from the United States Census Bureau was conducted in 2012, at the time Bozeman was
estimated to have 7,473 total firms, 26.6 percent of that were owned by women and 0.03
percent that were minority owned.
One piece of the wealth gap is income. Data for our city and region has limited reliability
because of relatively low population and even lower numbers of people of color. With this in
mind, according to American Community Survey 5-year estimates (2015-2019), the City of
Bozeman has an average household median income was $55,569. While Asian households had
almost twice the average median income, $106,204, White households were slightly above the
average at $57,523 and all other households were below the average. Black or African
American households made slightly less at $54,375 and American Indian and Alaska Native
households made $50,536. Households that selected some other race or Hispanic or Latino
origin had the lowest median income, $43,023 for some other race and $33,833 for Hispanic or
Latino households.11
Diversity and Inclusion
In working toward equity, a community must recognize and respond to the importance of
diversity and inclusion. The City of Bozeman has adapted from the Government Alliance on
Race & Equity the following definitions of diversity and inclusion.
Diversity is the variation and difference across individuals in a group, organization, or
community. A group can be described as diverse when it is made up of individuals of varying
characteristics. Some examples are race, ethnicity, language-spoken, nationality, cultural
6 Perry, Andre. Know Your Price: Valuing Black Lives and Property in America's Black Cities. 2020
7 Benson, R. (2015). Wealth Creation through Business Ownership. American Business Advisors.
8 Perspectives on Inequality and Opportunity from the Survey of Consumer Finances, Janet Yellen, October 2014
9 Liu, S. & Parilla, J. “Businesses owned by women and minorities have grown. Will COVID-19 undo that?” Brookings.
April 14, 2020. https://www.brookings.edu/research/businesses-owned-by-women-and-minorities-have-grown-will-
covid-19-undo-that/
10 Zeuli, K., Nijhius, A., Eberhardt, P., O’Shea, K., & Verchot, M. (2018). Helping entrepreneurs of color grow their
business: Early insights from the Ascend 2020 initiative. Boston: MA, ICIC. 2015 U.S. Census Bureau Annual Survey
of Entrepreneurs data for privately held firms with paid employees.
11 Equity Indicators Project, Thomas P. Miller and Associates, July 2021
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Bozeman Economic Vitality Strategy | April 2023 19
identity, spiritual practice, age, gender identity, gender expression, sexual orientation, ability,
and income or socioeconomic status.
When striving for diversity, residents honor the richness, value, and benefits of bringing people
with different perspectives, identities, and experiences together.
Inclusion is what is done with diversity. An individual, group, organization, or community is
inclusive when differences and variation are leveraged and celebrated. When residents strive
for inclusion, they are aware of how words, actions, and beliefs impact others. Inclusive spaces
are those in which people are respected, heard, and feel like they belong, even when they hold
different identities, experiences, or perspectives from each other.
HOUSING AVAILABILITY
The median home price in Bozeman is $812,000 as of May 2022 and ended the year 2021 at
$700,000, which is the available data for comparison with other cities (Figure 8). Increasing
access to available housing is a major priority for residents and business owners across the
Valley. The limited availability of homes is driven by three main factors: 1) not enough overall
supply; 2) increases in in-migration related to the pandemic and remote working; and 3) the
increase in housing costs for new construction. All of these factors increase home prices making
them inaccessible for average wage-earners.
Figure 8. 2021 median home price, Bozeman and selected comparison cities
In all interviews with community and business stakeholders, housing costs in Bozeman were
identified as the number one concern. The City’s Community Housing Action Plan, adopted in
November, 2019 and amended in January, 2020, proactively addresses this significant issue.
Additionally, the city has aligned the housing program within the Economic Development
Department in response to the State Legislature’s removal of a city’s regulatory authority via
inclusionary zoning to increase the number of cost-efficient housing units in a community. The
city is currently pursuing an incentive-based approach to achieve additional community housing
units. Community housing is critical infrastructure necessary to serve employees, students and
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Bozeman Economic Vitality Strategy | April 2023 20
residents and maintain a vital economic base. Recommendations in this Economic Vitality
Strategy are developed in collaboration with housing program staff and supplement existing
work.
In order to serve the community and economic base with employees ranging from teachers,
doctors and manufacturers, it is important to utilize the existing housing supply for permanent
year-round residents. Currently, Bozeman has competing interests for housing between
residents, MSU graduate and non-traditional students, and tourists staying in short term rentals.
While maximizing the availability of existing housing stock, it is also necessary to decrease the
cost of new housing. This can be accomplished by permitting the construction of smaller sizes
housing units on smaller property footprints. This approach to a simplified housing unit size
requires less construction material, less or more efficient utility infrastructure and encourages a
built environment that allows people to walk and bike instead of driving a vehicle when
appropriate. All of these outcomes not only reduce the cost of housing, but help mitigate climate
change.
CLIMATE CHANGE
A recent Environmental Protection Agency (EPA) analysis12 shows that the most severe harms
from climate change fall disproportionately upon underserved communities who are least able to
prepare for, and recover from, heat waves, poor air quality, flooding, and other impacts. A
community can proactively address these impacts by: 1) mitigating climate change by reducing
greenhouse gas (GHG) emissions; and 2) becoming resilient in order to quickly adapt to future
impacts.
Climate change also threatens the natural and recreational assets that are important to the
economy – not just the tourism economy but also the quality of life that is attracting traded
sector firms. Changing precipitation patterns (warmer, drier), earlier and faster snowpack melt
off, more frequent and larger wildfires are all expected to affect the natural environment and
quality of life in the Gallatin Valley. Specifically, a less reliable snowpack and a drier climate will
affect the winter sports industry and river recreation businesses. Warmer summers will increase
river water and air temperatures, the latter requiring additional air conditioning use which in turn
demands more energy use and production, creating additional impact if more energy is not
sourced from renewables.
Mitigation
The Bozeman Climate Plan, 2020, identifies how the city can take actions to reduce per-capita
GHG emissions. The Plan states that 57 percent of Bozeman’s 2018 emissions came from
residential and commercial building energy use, which is the highest source of emissions.
Improving building efficiency and increasing renewable energy supply are paramount to
achieving the near-term emissions reduction goal.
Innovative companies understand the real implications of climate change and are increasingly
seeking ways to enhance sustainable practices. Utilizing non-carbon generating energy sources
is a strategic advantage for companies seeking to meet environmental, social and governance
(ESG) criteria used by socially conscious investors to screen potential investments.
Collaboration between Gallatin Valley stakeholders and the local utility provider, NorthWestern
12 Climate Change and Social Vulnerability in the United States, EPA, September 2021 f
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Bozeman Economic Vitality Strategy | April 2023 21
Energy, to recognize this competitive advantage for ESG financing, or in Montana, Commercial
Property Assessed Capital Enhancements (C-PACE), could help shift power generation
investments.
Resilience
In addition to reducing GHG, communities need to prepare for climate change impacts.
Encouraging the creation of new companies that provide innovative solutions will help the region
adapt to future climate change impacts. The Bozeman Climate Plan (The Plan) calls out a need
for improved systems regarding water use and agriculture production to build infrastructure that
will make Gallatin Valley more resilient. Innovation within the food systems development
process presents many opportunities for emission reductions through improved agricultural
practices, lower-carbon food products, production and transportation efficiency, and waste
reduction. The Plan also encourages the development of a robust local food supply to reduce
food insecurity and improve food system resiliency.
EARLY LEARNING/CHILD CARE
Child care is critical infrastructure for working parents, but it also enables children to be in a
setting that promotes their healthy development and school readiness (while their parents work).
In this way, child care not only has a direct impact on the economy today, but also impacts the
economy of tomorrow. Rigorous evidence from studies of random assignment to high-quality
preschool suggests that early childhood policy interventions have wide-ranging long-term
impacts.13 Nobel Prize winning University of Chicago Economics Professor James Heckman’s
work outlines the great gains to be had by investing in the early and equal development of
human potential. He finds that investing in comprehensive birth-to-five early childhood education
is a powerful and cost-effective way to mitigate negative consequences on child development
and increase adult opportunity. “The gains are significant because quality programs pay for
themselves many times over. The cost of inaction is a tragic loss of human and economic
potential that we cannot afford.”14
Unfortunately, while wages are stagnating as indicated in Figure 9, the cost of organized child
care is increasing and presents a substantial financial hurdle for many working parents with
children, especially those working for low wages.
13 Diane Whitmore Schanzenbach Ryan Nunn Lauren Bauer Megan Mumford Audrey Breitwieser, Seven Facts on
Noncognitive Skills from Education to the Labor Market, October 2016
14 García, Jorge Luis, James J. Heckman, Duncan Ermini Leaf, and María José Prados. “The Life-cycle Benefits of
an Influential Early Childhood Program.” 2016
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Figure 9: US Median Household Income 1967-2016
The cost of care in the Gallatin Valley remains a barrier for many parents seeking to enter or
stay in the labor force. The average annual cost of child care in Montana for an infant is $9,096
in a child care center and $7,440 in a family child care home.15 Subsidized child care can
encourage low-skilled parents parents working in lower-paid occupations to maintain their
connection to the labor force or to upgrade their skills through education, thereby contributing to
economic growth and productivity over the longer term.
Since 2010, the number of family child care homes in Montana has declined from 2,323 to 1,633
in 2016 – a decline of 29.7 percent. For working families, the decline in home-based care
reduces the availability of the least expensive care option for families.16
In addition to the growing demand for child care and an increasing scarcity of affordable
facilities, is a need for more workers. According to the U.S. Bureau of Labor Statistics, there are
approximately 330 child care workers in Southwest Montana, which includes Gallatin Valley.
With a ratio of 2.41 workers/1,000 people, the talent pool is similar to the national average (LQ:
1.0).17 Recruiting qualified workers for this sector is also more difficult due to low wages; the
average annual salary is $38,890 – the average national median wage is $49,150.18
Increasing the supply of child care is critical for the economy to maximize the full potential of the
available workforce. More importantly, providing early learning is an important investment in
communities that help ensure they can realize their human and economic potential.
HIGH SCHOOL YOUTH SKILLS DEVELOPMENT
Career technical education (CTE) and sScience, technology, engineering, and math (STEM)
education isare essential for all students, regardless of their aspirations. These studies not only
impart important technical skills and knowledge to succeed in a technology-based economy,
15 Montana Fact Sheet 1312019.pdf (ced.org)
16 Ibid
17 U.S. Bureau of Labor Statistics https://www.bls.gov/oes/current/oes211021.htm
18 Ibid
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Bozeman Economic Vitality Strategy | April 2023 23
they also enhance student agency, creativity, critical thinking, problem solving, teamwork,
adaptability, and habits of mind and dispositions that make for future success. Most importantly,
CTE and STEM education greatly affect learners’ engagement, achievement, and persistence in
school.
STEM is an educational acronym for Science, Technology, Engineering, and Math in education,
an approach to interdisciplinary learning developed in 2001, with emphasis on STEM-certified
schools, STEM labs, and entire categories of STEM-related educational products. The “Arts” are
a 2012 modification, STEAM, recognizing the ability of the arts to expand the limits of STEM
education and application. Adding the “Arts” component features innovation and fearless
creativity that a strong artistic foundation can provide. The president of Rhode Island School of
Design (RISD), a leading advocate for the integration of arts into STEM, says that opening the
door to the arts aids in the process of turning critical thinking into critical making.19
The Bozeman School District is actively supporting students through the Career and Technical
Education (CTE) Pathways program that gives BSD7 students opportunities to explore--and
even begin--careers while they are still students in the Bozeman School District. The existing
CTE Pathways website is intended to: 1) increase student, family, staff, and community
awareness of the CTE pathways that begin in the schools and can lead to a variety of post high
school degrees, certifications, and job opportunities in our community; and 2) showcase the
work-based learning options, certifications, and degrees that are in concert with the established
pathways. A CTE applied STEAM education greatly affects learners’ engagement, achievement,
and persistence in school.
INTEGRATION OF CREATIVE ARTS
The COVID-19 pandemic imposed significant health and economic impacts on the world.
However, as we emerge, we can begin to recognize that “crises are like adrenaline for
innovation, causing barriers that once took years to overcome to evaporate in a matter of days.
Entrenched orthodoxies on ‘the way things are done’ are replaced with ‘the new way we do
things’ almost overnight.”20 In a recent McKinsey & Company report, it is recognized that in past
crises, companies that invested in innovation delivered superior growth and performance
postcrisis. Organizations that maintained their innovation focus through the 2009 financial crisis,
for example, emerged stronger, outperforming the market average by more than 30 percent and
continuing to deliver accelerated growth over the subsequent three to five years.21
Elevating creativity across industries and a community can foster necessary innovation for
economic growth. The arts also serve an important role in channeling uncertainty and anxiety
that some people face in a period of significant change. For the health of Gallatin Valley
residents and businesses, integration of the creative arts is necessary.
Arts and Health
The World Health Organization (WHO) defines health as “a state of complete physical, mental
and social well-being and not merely the absence of disease or infirmity”, thus rooting health
firmly within society and culture. Art can help to emotionally navigate the journey of battling an
illness or injury, to process difficult emotions in times of emergency and challenging events. The
19 STEM Education Guide, STEM vs. STEAM: Making Room for the Arts, 2022
20 McKinsey & Company, Innovation in a crisis: Why it is more critical than ever, June 2020
21 ibid
220
Bozeman Economic Vitality Strategy | April 2023 24
creation, employment within, and enjoyment of the arts helps promote holistic wellness and can
be a motivating factor in recovery. They can be used to communicate valuable messages
across cultures and political divides.
There is growing literature on the preventive benefits of arts engagement in relation to mental
health. Activities such as making and listening to music, dancing, art and visiting cultural sites
are all associated with stress management and prevention, including lower levels of biological
stress in daily life and lower daily anxiety. Arts engagement can also help to reduce the risk of
developing mental illness such as depression in adolescence and in older age. Participating in
arts activities can build self-esteem, self-acceptance, confidence, and self-worth which all help
to protect against mental illness.22
For all age groups, Montana has ranked in the top five for suicide rates in the nation, for the
past thirty years. In a report for 2020 in the National Vital Statistics Report, Montana has the
third highest rate of suicide in the nation. Approximately 90% of those who die by suicide have a
diagnosable mental illness.23 Elevating the arts through schools, businesses and the community
as a supportive tool and outlet may help address this pressing issue facing Gallatin Valley.
Creative Arts Economy
It is important to provide a definition of the creative arts for common understanding and direction
amongst stakeholders. The creative arts economy includes sectors whose goods and services
are based on intellectual property. The creative economy occurs where individual creativity is
the main source of value and cause of a transaction.24
Though there are many definitions and interpretations for this industry, the proposed creative
arts industry cluster for Gallatin Valley includes the following sectors: publishing; advertising and
marketing; film, TV; and photography; design; museums, and performing arts. Increasing the
skilled technical workforce in areas such as sound and stage design that serve multiple sectors
is one example of an outcome that can occur by defining and promoting this industry cluster.
Creative Placemaking
Many communities focused on revitalization efforts align the arts with community development
as “creative placemaking”. According to the American Planning Association, creative
placemaking is a process where community members, artists, arts and culture organizations,
community developers, and other stakeholders use arts and cultural strategies to implement
community-led change. This approach aims to increase vibrancy, improve economic conditions,
and build capacity among residents to take ownership of their communities. Creative
placemaking is the use of arts and cultural activities to rejuvenate public places.25
Our Town is the National Endowment for the Arts (NEA)’s creative placemaking grants program.
The program describes creative placemaking as arts, culture and design integrated with
community development. The program is often focused on revitalizing a neighborhood. 2021
NEA Our Town Grant awards provide a definition of creative placemaking implementation.
Some examples include: murals and streetscape improvements, community gardens honoring
22 World Health Organization, What is the evidence on the role of the arts in improving health and well-being?
23 https://dphhs.mt.gov/assets/suicideprevention/SuicideinMontana.pdf
24 John Howkins, The Creative Economy, 2001
25 https://www.planning.org/knowledgebase/creativeplacemaking/
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Bozeman Economic Vitality Strategy | April 2023 25
indigenous perspectives, establishment of a public art program, and teaching artist workforce
development pilot program for formerly incarcerated individuals.
Creative Arts is a unique industry sector within the Economic Vitality Strategy as it has a
broader impact on the region than career pathways and innovation. It also visibly shapes
identity and provides community health benefits. Creative arts stakeholders understand and
respect this distinction and agree with the example that the opera and ballet are not comparable
to quantum computing in terms of economic development. However, it is understood that all
industries share an important role in developing a resilient economy that provides diverse
opportunities for Gallatin Valley residents.
SMALL BUSINESS DEVELOPMENT
In developing tactical actions to support small business growth, it is important to recognize that
small businesses are not uniform and those in different size categories face different challenges
in accessing financing and technical support. Not all small businesses are positioned to scale.
As identified by TEConomy Partners, LLC, while most entrepreneurs start by forming small
businesses, not all small businesses are entrepreneurial. Small business owners develop
companies to generate wealth and provide employment and income for themselves and others.
Entrepreneurs are interested in creating innovative products or services that lead to further
investment and growth. Understanding the different motivations and needed support services
for these two types of businesses is important in developing the strategy and actions.
In Montana, 21,334 firms within the state have less than five employees as shown in Figure 10.
This amount is 64 percent of the overall firms in the state, which is higher than the U.S. amount
of 62 percent shown in Table 7.
Figure 10: Firm Size Montana, 2019
Source: Bridge Economic Development, US Census SUSB Historical Data
21,334
5,282
3,130
2,329
539
942
0 5,000 10,000 15,000 20,000 25,000
<5 employees
5-9 employees
10-19 employees
20-99 employees
100-499 employees
500+ employees
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Bozeman Economic Vitality Strategy | April 2023 26
Table 7: Proportion of Firm Size Montana and U.S., 2019
Size of Firm Montana United States
<5 employees 64% 62%
5-9 employees 16% 17%
10-19 employees 9% 11%
20-99 employees 7% 9%
100-499 employees 2% 2%
500+ employees 3% 0.34%
Source: Bridge Economic Development, US Census SUSB Historical Data
The majority of entrepreneurs within the photonics industry emerged from MSU. The original
university research and development (R&D) was applied to commercial uses and small
businesses were formed. This R&D element that is dependent on graduate students and
professors from across the world is vital for growing the industries emerging within Gallatin
Valley. Many of the original small businesses have grown into large companies and some have
been acquired by global firms. This evolution of R&D to commercialization of new technologies
to manufacturing production is a complicated and lengthy process that requires a regional
ecosystem of support. Gallatin Valley is fortunate to host an asset such as MSU that is
supporting the development of various industry startups as identified below in Figure 11.
Figure 11: MSU Industry Startups through 2021
223
Bozeman Economic Vitality Strategy | April 2023 27
Source: MSU Technology Transfer Office (TTO)
224
Bozeman Economic Vitality Strategy | April 2023 28
THE ECONOMIC VITALITY
STRATEGY
The City of Bozeman and regional stakeholders, including Economic Vitality Board members,
developed the following Strategy to respond to national trends and leverage unique local assets
to foster economic vitality across Gallatin Valley.
VISION
Outcome of implementing the Strategy:
Gallatin Valley is a hub of opportunity, job creation, and exports for Montana where people of all
backgrounds, incomes, and identities can live and work.
VALUES
Guide desired economic development outcomes. We as a city value:
Equitable Economic Growth that improves economic mobility, builds wealth and provides
equal opportunities for under-represented individuals
A Sustainable Economy with varied industries and business sizes including diverse ownership
Resilient Infrastructure to endure economic shocks and climate change, which includes areas
such as adequate workforce housing, water supply, renewable energy, and multi-modal
transportation
Engaged Higher Education that supports an entrepreneurial ecosystem and talent pipeline to
careers in the Gallatin Valley throughout students’ education
Innovation that captures opportunities in emerging technologies and industries including those
aligned with national interests (e.g., defense, energy, climate)
Fostering a Small Business Hub through a supportive network that generates opportunity for
wealth building of under-resourced individuals and retains businesses through succession
planning
225
Bozeman Economic Vitality Strategy | April 2023 29
GUIDING PRINCIPLES
General guidelines that shape the Strategy actions and implementation:
Gallatin Valley Residents that live and work in the community are the focus of the Strategy
Engagement with the State of Montana to help rural areas leverage economic growth in
Gallatin Valley
Regional Partners are Actively Engaged to effectively implement objectives
Clear and Transparent Roles and Lead Organizations are identified to efficiently implement
the Strategy
Grounded Aspiration to recognize and capture opportunities that are available and realistic for
the Gallatin Valley region
GOALS AND OBJECTIVES
Based on the key findings, values and guiding principles, the City of Bozeman and stakeholders
identified the following goals and objectives to guide economic vitality actions implemented by
regional stakeholders, which are outlined in a separate Action Matrix document, over the next
three to five years.
1) Provide Opportunity for Gallatin Valley Residents
Wealth creation provides the opportunity for all local residents to sustainably live in the
Gallatin Valley. It is important for four reasons: 1) wealth creation is a safety net that
keeps households from being derailed by temporary setbacks and the loss of income; 2)
it allows people to take career risks knowing that they have a buffer when success is not
guaranteed or immediately achieved; 3) family wealth affords residents to access
housing in neighborhoods with good schools, thereby enhancing the upward mobility of
their own children; 4) wealth creation affords people opportunities to be entrepreneurs
and inventors; and 5) creates inter-generational wealth. Finally, the income from wealth
is taxed at much lower rates than income from work, which means that wealth begets
more wealth.26
1) Enhance the small business development ecosystem
Small business development is an alternative opportunity for people in Gallatin Valley if
a traditional career path is not available. They are necessary to commercialize
innovation and potentially grow into larger traded sector firms. Focused programs to help
support under-represented residents build wealth are essential to foster equity. As a
small business hub, Gallatin Valley can provide training for individuals to start
businesses in outlying rural communities. Gallatin Valley can leverage the community
culture of grit and hard work to innovate new companies and opportunities.
26 Examining the Black-white wealth gap, Brookings, February 27, 2020
226
Bozeman Economic Vitality Strategy | April 2023 30
2) Provide comprehensive and coordinated skills development starting
with child care through middle school and higher-ed
Improving the skills of individuals not only improves the employment base, but also
develops future civic and business leaders needed to guide the region. Providing early
learning child care is an important community investment, helping to develop the
necessary skills that allow a community to realize its human and economic potential.27
This is especially true for underrepresented children. Engaging students in middle school
to prepare the future workforce is necessary. Higher-education leaders in can build off
this engagement and provide necessary skills development through trades training, one-
year certifications, and 2- and 4-year college programs.
3) Improve access to career opportunities for local and surrounding rural
residents
Gallatin Valley is fortunate to have several diverse traded sector industries that are
growing and provide career ladder opportunities with living-wage salaries. With remote
work infrastructure and training in rural communities, they can access “rural onshoring”
opportunities within Gallatin Valley. There is a demand for construction and specialty
manufacturing occupations that offer alternative job opportunities without a four-year
college degree. Building a clear path and educating youth about these opportunities is
important to keep them living and working in Gallatin Valley.
2) Support a Diverse Economy
Economic vitality for individuals requires a resilient economy that can withstand
economic shocks as witnessed during the pandemic. A resilient economy is diverse in
business size as well as industry types. Various businesses provide diverse services
and products and enable innovation of new products. Larger traded sector companies
offer individuals careers with stability and benefits and an employment base to support
local sector companies. Meanwhile, local sector companies can serve as a gateway for
underrepresented people to build a business and wealth.
1) Focus on traded sector industries that are emerging and can increase
exports
To maximize limited resources, stakeholders should focus efforts on emerging traded
industries to foster growth of a diverse industry base. MSU research and development
(R&D) is actively supported by the Technology Transfer Office (TTO) to develop
entrepreneurs offering innovative solutions. Many of the innovations emerging from MSU
specifically align with federal interests associated with energy, climate change and
defense, which are more likely to receive grants and funding.
2) Enhance development of the talent pipeline
The top priority of businesses within any industry cluster is access to good talent. The
education and development of students at MSU and Gallatin College are critical for the
economy. It is also important for the institutions to introduce students to local career
27 The anatomy of inequality: Florian Hoffman discusses how income disparities have grown in the US and Europe
over the last 40 years, American Economic Association, November 25, 2020
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Bozeman Economic Vitality Strategy | April 2023 31
opportunities so that they are more inclined to stay and access economic opportunities
in Gallatin Valley and contribute to the growth of the local economy.
3) Elevate a growing creative arts industry cluster
Bozeman is recognized as one of the Top 40 Arts-Vibrant Communities of 202228 with
41 art galleries, an art museum, a symphony orchestra and choir, an opera company,
two chamber music organizations, a ballet company, a contemporary dance company,
four theater companies, two community arts festivals, and university degree programs in
the visual and performing arts. In addition, the region is benefiting from a growing Digital
Film industry that is supported by the MSU Film Program, which is a four-year Bachelor
of Arts degree within the College of Arts and Architecture. Elevating the creative arts as
potential career pathways broadens opportunities for local Gallatin Valley youth and
encourages creative skills development.
3) Build a More Resilient Region
Resilience and economic growth are both vital for healthy economies in uncertain times.
If a local economy is resilient, the recovery period will be much shorter than an economy
with little or no resilience. If a local economy is not resilient, it may never return to its
former economic growth path. Places that recovered from the 2008-2009 Great
Recession included regions with high educational attainment, a diverse and adaptable
workforce, attainable housing prices and rents, ongoing capital investment indicating the
availability of significant public resources, and those that are not dependent on the
cyclical nature of a single industry. The recent pandemic and climate change impacts
reveal that disasters disproportionately impact our most vulnerable populations. Regions
will need to address those left behind and hit the hardest before they can jump forward.
1) Increase amount and access to housing for all
The most significant concern for every business owner is the lack of housing supply and
affordability. The Gallatin Valley economy will become less resilient and struggle to grow
without a housing supply that serves all incomes.
2) Develop a sustainable city
Government does not create jobs; it creates a great environment to attract and retain
businesses that create jobs. Companies are seeking to invest in sustainable and resilient
communities that provide a good return on investment. The City of Bozeman should
continue to build innovative infrastructure to develop sustainably and provide certainty to
investors. The city can foster a culture of resilience and efficiency to help bounce back
from environmental impacts (e.g., wildfires, limited water supply).
3) Foster a culture focused on climate change resilience
Over the past seven years, total funding for climate technology (tech) companies, rate of
startup creation, and the average size of funding has continued to rise. Total venture
funding increased to US$87.5bn invested over second half of 2020 and first half of 2021,
28 https://culturaldata.org/arts-vibrancy-2022/the-top-40-list/
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Bozeman Economic Vitality Strategy | April 2023 32
a more than 210 percent increase.29 Young talent is increasingly seeking jobs that focus
on addressing climate change. Gallatin Valley can position itself as an innovator in
climate tech in collaboration with high-tech and natural resource production (e.g.,
agriculture, ranching) to foster collaboration across the state.
29 State of Climate Tech 2021: Scaling breakthroughs for net zero, PWC
229
Bozeman Economic Vitality Strategy | April 2023 33
ACTION MATRIX
The Action Matrix (Attachment B) delineates actions to implement the Strategy goals and
objectives. Multiple stakeholders and organizations contribute to the actions as one organization
alone cannot implement the strategy. Regional ownership is established by identifying Lead
Organizations that champion and guide implementation. The Matrix is a flexible tool that allows
for the introduction of new actions over the years if they align with the strategy objectives and
are represented by a Lead Organization.
EVALUATION FRAMEWORK
Metrics serve three purposes: 1) measure progress towards outcomes, 2) determine if the
actions are meeting the plan’s defined objectives (impact), and 3) allow for transparent
communication on progress and impact to the broader community.
Outcomes: Within the Action Matrix, each objective has an associated outcome to determine
if the desired impact is achieved. The outcomes are measurable and where applicable, define
metrics for under-represented individuals to assess if equitable outcomes are achieved.
Benchmarks: At a broader community level, key benchmarks can be tracked and reported
annually to communicate both progress and impact. It will take several years to improve the
statistics but tracking progress will show that the region is maintaining a vital focus on the long-
term goals. Annual reporting of the benchmarks will help maintain stakeholder engagement
throughout the implementation process. Benchmarks should be compared annually with peer
regions to provide a stronger context for the region.
230
ATTACHMENT A
231
Economic & Planning Systems, Inc.
T h e E c o n o m i c s o f L a n d U s e
ECONOMIC
CONDITIONS
ASSESSMENT
City of Bozeman
Economic Development
Strategic Plan
March 2023Economic & Planning Systems, Inc.
Prepared by:
232
Economic & Planning Systems | Bridge Economic Development Bozeman Economic Assessment |1
TABLE OF CONTENTS
1.Summary of Findings ……………………………………………………………………2
2.Community Profile ………………………………………………………………………. 8
3.Economy …………………………………………………………………………………………11
4.Industry Clusters ………………………………………………………………………… 20
5.Economic Equity …………………………………………………………………………22
Appendix …………………………………………………………………………………………… 29
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Economic & Planning Systems | Bridge Economic Development Bozeman Economic Assessment |2
1. SUMMARY OF FINDINGS
Introduction and Purpose
This economic assessment describes the economy and
demographics of Bozeman and Gallatin County. The
information is intended to inform participants in the
Economic Development Strategic Plan process. The analysis
also compares Bozeman and Gallatin County to several
comparison communities that Bozeman sometimes
competes with for economic development.
Regional Economy
The economy of Bozeman, Gallatin County and the Gallatin
Valley (Greater Bozeman) are closely related. About half of the
jobs in the County are in Bozeman, and a large majority of the
jobs are in the Gallatin Valley comprised of Bozeman, Gallatin
Gateway, Four Corners, Belgrade, and Manhattan. While this
plan is being prepared by the City of Bozeman, it is
anticipated to result in regional partnerships to carry it
forward. The success of each community in the region
contributes to the overall economic vitality because of their
proximity, single labor force, and economic relationships.
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1. SUMMARY OF FINDINGS
Economy and Trends
▪Growth –Bozeman is growing rapidly with 3.8% annual population growth (+6,400
people 2015-2019) and 2.5% annual job growth (+6,900 jobs 2015-2019). The COVID-19
pandemic has increased the appeal of high-amenity places for remote and
knowledge workers and firms which is contributing to these trends.
▪Economic base –Bozeman’s economy is most heavily concentrated in tourism and
retail type jobs (tourism and local sectors) that have lower wages than traded sector
jobs.
▪Economic evolution –Bozeman and Gallatin County are experiencing strong
growth in knowledge-based industries (professional and technical services) and in
manufacturing. These trends can be leveraged to further diversify the economy and
raise average wages.
▪Wages –Tight labor supply conditions and a rising cost of living have resulted in
5.4% annual wage growth across all industries. Knowledge based industries had
wage growth in the 7 to 8% range annually which suggests that the area is
attracting high value talent and that the composition of firms is changing.
▪Labor force –The labor supply is extremely tight with 1.1% unemployment (4.0 to
5.0% is considered healthy). The labor shortage may moderate as people reenter the
labor force as the pandemic stabilizes. Access to housing (high costs, limited supply)
is also a contributing factor.
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1. SUMMARY OF FINDINGS
Industry Clusters
Industry clusters are groups of similar and
related businesses that share common
markets, technologies, worker skill needs,
and which are often linked by buyer-seller
relationships. Industry clusters represent
distinct qualities of a community and help
define what makes one community
different from another.
The Economic Development Strategy is
likely to recommend a focus on traded
sector industry clusters due to their higher
economic impact than local sectors.
The table shows the industry sectors
according to the National Industrial
Classification System (NAICS) that align
with the specific industry clusters.
Industry Sector (NAICS)Industry Cluster Private Wage and
Salary Jobs (Gallatin County)
Traded Sectors
Manufacturing •Photonics
•Outdoor equipment
•Biotechnology
•Niche manufacturing
3,600
Professional and technical services •Photonics
•Quantum computing
•Technology / IT
•Biotechnology
4,800
Total 8,400
Local Sectors
Health Care •Health care 6,000
Construction •Residential and nonresidential construction and trades
•Heavy civil construction
6,400
Arts, entertainment, and recreation •Outdoor industry (ski areas, guide/tour services 1,700
Retail, accommodations and food services •Retail, restaurants, hotels 17,000
Total 31,100
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1. SUMMARY OF FINDINGS
Factor Implications
Strengths/Opportunities
Rapid population and job growth •Market supports investment.
•Need to keep up with housing demand.
Bozeman brand and quality of life •Attracts companies and workers that share that identity.
•May be exacerbating housing costs and inequalities.
Growth in more diverse sectors (professional services, manufacturing)•Bozeman becoming established as a location for knowledge based and high value manufacturing industries.
•Need to ensure current residents have pathways into these careers.
MSU is classified as an R1 Doctoral University (very high research activity), the top research activity classification •Technology transfer and entrepreneurship opportunities from MSU faculty, staff, and graduates.
Weaknesses/Threats
Large portion of jobs in tourism, retail, and food and beverage industries •Lower wages, less economic productivity, mismatch between wages and housing costs.
Rapid increase in housing and real estate costs •Will constrain labor force availability.
•May constrain business expansion or relocation (cost of space).
Education and opportunity gap between white and non-white
population
•Invest in career paths into higher paying jobs.
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1. SUMMARY OF FINDINGS
Comparison Communities
The consultant team and City staff developed a list of
comparison areas to benchmark Bozeman and Gallatin
County against. First, the comparison communities have a
major university. Second, they are communities that
Bozeman competes with for new company site selection.
▪Missoula, MT –in Missoula County, Montana. Missoula has
a population of 76,713 and is the home of the University of
Montana, which has an enrollment of 10,015 students.
Missoula County’s largest employment industries include
Health Care, Retail Trade, and Accommodations and Food
Services.
▪Fort Collins, CO –Located in Larimer County, Colorado.
Fort Collins has a population of 173,035 and is the home of
Colorado State University, which has an enrollment of
32,646 students. Larimer County’s largest employment
industries include Retail Trade, Health Care, and
Accommodations and Food Services.
▪Boulder, CO –Located in Boulder County, Colorado.
Boulder has a population of 105,479 and is the home of the
University of Colorado Boulder, which has an enrollment of
34,975 students. Boulder County’s largest employment
industries include Professional and Technical Services,
Health Care, and Manufacturing.
▪Bend, OR –Located in Deschutes County, Oregon. Bend
has a population of 97,283 and is the home of Oregon State
University–Cascades, which has an enrollment of 1,374
students. Deschutes County’s largest employment
industries include Health Care, Retail Trade, and
Accommodations and Food Services.
▪Ogden, UT –Located in Weber County, Utah. Ogden has a
population of 89,694 and is the home of Weber State
University, which has an enrollment of 29,596 students.
Weber County’s largest employment industries include
Manufacturing, Health Care, and Retail Trade.
▪Boise, ID –Located in Ada County, Idaho. Boise has a
population of 240,333 and is the home of Boise State
University, which has an enrollment of 24,103 students. Ada
County’s largest employment industries include Health
Care, Retail Trade, and Administration and Waste Services.
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1. SUMMARY OF FINDINGS
How do we compare?
Measure* Indicates City only metric; other metrics are County
Bozeman/ Gallatin County Missoula/ Missoula County
Fort Collins/ Larimer County Boulder/ Boulder County Bend/ Deschutes County
Ogden/ Weber County Boise/ Ada County
Population* (2021)51,405 76,713 173,035 105,479 97,283 89,694 240,333
Population Annual Growth Rate (5 years)* (2010-2021)
2.9%1.2%1.6%0.7%2.2%0.7%1.3%
Jobs 59,022 58,735 158,006 179,056 81,429 107,658 250,270
Annual Job Growth Rate (2015-2020)2.5%0.5%1.4%0.7%2.4%1.7%2.9%
Largest 3 industries (2020)Retail Trade
Accomm.Construction
Health Care
Retail Trade Accomm.
Retail Trade
Health CareAccomm.
Prof. & Tech. Svcs.
Health Care Manufacturing
Health Care
Retail Trade Accomm.
Manufacturing Health Care
Retail Trade
Health CareRetail Trade
Admin.& Waste Svcs.
Average Annual Wage (2020)$51,400 $47,469 $58,425 $78,383 $52,936 $46,698 $56,192
Gross Regional Product (Output) per Job (2020)$95,912 $84,341 $117,875 $148,666 $112,162 $98,984 $103,445
% Bachelor’s Degree or Higher* (2019)59%48%55%76%44%21%42%
Median Home Price* (Dec. 2021)$700,000 $517,497 $534,978 $940,000 $683,000 $360,000 $554,933
% White-Non Hispanic / All Other Races* (2019)92% / 8%91% / 9%88% / 12%87% / 13%93% / 7%84% / 16%89% / 11%
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2. COMMUNITY PROFILE
Population and Growth Rates
Why we measure
Population growth comes from job growth, in-
migration, and natural increase (births and deaths).
It is a broad indicator of economic vitality, the
appeal of a place, and community change and
evolution. Population growth also drives demand
for housing.
Key Findings
▪Bozeman had the fastest population
growth rate among the comparison
communities, at 2.9% per year. The City
added 14,051 people from 2010-2021.
▪Bend, OR was the second fastest growing
at 2.2% per year.
▪Fort Collins, Boise, and Missoula are
growing at a more moderate pace of
1.2 to 1.6% per year.
▪Bozeman surpassed 50,000 population which is
a threshold that makes the City eligible for new
federal funding sources. The official population
estimates from the US Census Redistricting
process is 53,293.
Description 2010 2021 Total Ann. #Ann. %
Population
Bozeman 37,354 51,405 14,051 1,277 2.9%
Bend 76,652 97,283 20,631 1,876 2.2%
Fort Collins 144,693 173,035 28,342 2,577 1.6%
Boise 208,726 240,333 31,607 2,873 1.3%
Missoula 67,533 76,713 9,180 835 1.2%
Ogden 82,905 89,694 6,789 617 0.7%
Boulder 97,968 105,479 7,511 683 0.7%
Households
Bozeman 15,777 22,051 6,274 570 3.1%
Bend 31,795 40,021 8,226 748 2.1%
Fort Collins 58,113 69,655 11,542 1,049 1.7%
Boise 86,978 102,110 15,132 1,376 1.5%
Missoula 29,406 33,965 4,559 414 1.3%
Ogden 29,667 32,338 2,671 243 0.8%
Boulder 41,522 44,389 2,867 261 0.6%
Source: ESRI; Economic & Planning Systems
Z:\Shared\Projects\DEN\223016-Bozeman MT Economic Development Strategy\Data\[223016-Demographics.xlsx]T_Pop&HHs_New
2010-2021
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2. COMMUNITY PROFILE
Total Jobs and Growth Rates
Why we measure
Job growth is an indicator of the strength of an
economy. Jobs are created from the growth of
existing businesses, and new business
formation and entrepreneurship.
The best employment data is only available at
the county level. Most of the economic analysis
that follows is for the counties in which the
comparison communities are located.
Key Findings
▪Jobs in Gallatin County grew at a 2.5%
annual rate, the second-highest of the
comparison areas. The County added nearly
7,000 jobs between 2015 and 2020.
▪Population in Gallatin County is growing
faster than jobs. Possible explanations
include:
–In-migration is not tied to a local job (e.g.,
remote workers, retirees)
–Jobs of new residents are recorded
elsewhere
▪Ada County (Boise) had the fastest job
growth at 2.9% per year. Deschutes County
(Bend) was slightly behind Bozeman at 2.4%
per year.
Description County 2015 2020 Total Ann. #Ann. %
Total, All Industries
Boise Ada 216,678 250,270 33,592 6,718 2.9%
Bozeman Gallatin 52,059 59,022 6,963 1,393 2.5%
Bend Deschutes 72,423 81,429 9,006 1,801 2.4%
Ogden Weber 98,729 107,658 8,929 1,786 1.7%
Fort Collins Larimer 147,455 158,006 10,551 2,110 1.4%
Boulder Boulder 172,735 179,056 6,321 1,264 0.7%
Missoula Missoula 57,337 58,735 1,398 280 0.5%
Source: QCEW; Economic & Planning Systems
Z:\Shared\Projects\DEN\223016-Bozeman MT Economic Development Strategy\Data\[223016-QCEW.xlsx]T-All_TotalGrowth
2015-2020
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2. COMMUNITY PROFILE
Universities
Universities are centers of research and innovation. They spin
off entrepreneurs, technology, and ideas that support jobs
and innovation in the local economy. Universities are also
major employers on their own. The student population also
influences the housing and retail markets in their host
communities.
Research Classification
There are 146 institutions classified as “R1: Doctoral
Universities –Very High Research Activity” as of 2021. This
status indicates a high level of research activity per capita. Of
the peer communities, only Montana State University,
University of Colorado Boulder, Colorado State University, and
the University of Montana share this status.
`
Description Boulder Ogden Bozeman Fort Collins Missoula Boise Bend
Major Colleges/Universities University of
Colorado
Weber State
University
Montana State
University
Colorado State
University
University of
Montana
Boise State
University
Oregon State
University
Research Classification
R1-Very High
Research
Activity
---R1-Very High
Research
Activity
R1-Very High
Research
Activity
R1-Very High
Research
Activity
R2-High
Research
Activity
---
Enrollment (Fall 2020)34,975 29,596 16,249 32,646 10,015 24,103 1,374
% of Total Population 33.2%33.0%31.6%18.9%13.1%10.0%1.4%
Source: Economic & Planning Systems
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3. ECONOMY
Jobs by Industry, 2020
Why we measure
The types of jobs in an economy influence demographic
factors such as household income and education levels.
Available job types affect economic mobility and career
opportunities as well. The economic mix also affects the
built environment and real estate markets –the types of
buildings and housing that are in demand.
Key Findings
▪The largest industries in Bozeman and Gallatin
County are:
–Retail trade
–Hotels and restaurants
–Construction
–Health care
–Professional and technical services
–Manufacturing
▪Greater Bozeman is a gateway to Yellowstone
National Park and other outdoor recreation assets
that attract national and international visitors.
Tourism and retail sectors are therefore a large part
of the economy.
▪Note: these figures are private wage and salary jobs
and do not include state and federal government or
MSU jobs. State and local government employs
approximately 10,700 people in Gallatin County
including about 4,200 faculty and staff at MSU.
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3. ECONOMY
Definitions: Traded and Local
Sectors
Traded Sector
Traded sectors export goods and services and bring
new money into the economy. This injection of new
money helps support local traded sector businesses.
Traded sector jobs also tend to have higher wages and
larger multiplier effects (spinoff or indirect impacts)
than local sectors. Manufacturing and knowledge-
based industries are among the traded sectors in the
Gallatin Valley.
Local Sectors
Local sectors are generally goods and services needed
by local residents. Local sectors include retail stores,
restaurants, health care, personal care services, and
repair and maintenance services. There are
entrepreneurship and business ownership
opportunities in many local sectors with lower barriers
to entry compared to traded sectors, making them a
good “on ramp” for opportunity. Local sectors tend to
have lower wages in comparison to traded sectors.
Role of Tourism
Since tourism is an important part of the economy,
some local sectors are also exports because they serve
visitors and second homeowners. These include hotels,
restaurants and retail, property management,
construction, and outdoor recreation.
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3. ECONOMY
Change in Jobs 2015-2020
Why we measure
The change in jobs by industry is a forward-looking
indicator of where the economy is trending. These
data can inform strategies on which industries to
support for growth or to prevent or manage decline.
Key Findings
▪Construction is booming as Greater Bozeman
grows and major resort projects are underway in
Big Sky.
▪Professional and technical services had the most
growth outside of construction. This is a
significant change and shows that companies in
Greater Bozeman are expanding, and new firms
are being formed or attracted. The area is
attracting knowledge-based companies and
workers.
▪Manufacturing also had significant growth which
is rare in small metro areas. Manufacturing is a
diverse and important sector in Greater
Bozeman.
▪Health care also grew significantly, which is
consistent with national trends. People are living
longer, more people have health insurance, and
the large baby boomer population is aging and
increasing health care demand.
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3. ECONOMY
Location Quotients
Why we measure
A location quotient (LQ) measures the concentration of
an industry in an area compared to the U.S. It is a ratio
calculated as the percentage of jobs in the analysis area
divided by the percentage in the U.S. From this we can
compare the concentrations of industries across different
areas and asses local industry strengths or specializations.
How to interpret: “Construction jobs in Gallatin County
are 2.09 times more concentrated than the U.S. average.”
Key Findings
▪Bozeman has lower concentrations in most traded
sectors than the comparison communities and higher
concentrations in local sectors.
▪As larger cities/metros, Boulder and Boise have more
diverse economies.
▪Boulder and Boise/Ada County have higher
concentrations of jobs in knowledge and financial
industries.
▪Ogden, UT/Weber County has more than twice the
manufacturing concentration than Bozeman
(aerospace, defense, outdoor products, advanced
materials)
▪Boulder and Fort Collins also have higher
concentrations of manufacturing at 1.29 and 1.02.
Bozeman/Gallatin Highest
Industry Location Quotient Concentration
Traded Sectors
Agriculture, forestry, fishing and hunting 1.33 Corvallis/Benton 3.21
Mining, quarrying, and oil and gas extraction 0.82 Bozeman/Gallatin 0.82
Information 0.63 Boise/Ada 1.14
Management of companies and enterprises 0.24 Boise/Ada 1.05
Professional and technical services 1.20 Boulder/Boulder 2.47
Wholesale trade 0.76 Boise/Ada 1.22
Manufacturing 0.70 Ogden/Weber 1.61
Transportation and warehousing 0.55 Boise/Ada 0.70
Finance and insurance 0.63 Boise/Ada 1.14
Local Sectors
Utilities 0.50 Boise/Ada 1.03
Construction 2.09 Bozeman/Gallatin 2.09
Retail trade 1.31 Bozeman/Gallatin 1.31
Real estate and rental and leasing 1.30 Bozeman/Gallatin 1.30
Administrative and waste services 0.62 Boise/Ada 1.38
Educational services 0.72 Boulder/Boulder 0.79
Health care and social assistance 0.72 Missoula/Missoula 1.22
Arts, entertainment, and recreation 1.99 Bozeman/Gallatin 1.99
Accommodation and food services 1.47 Bozeman/Gallatin 1.47
Other services, except public administration 1.39 Missoula/Missoula 1.57
Source: Economic & Planning Systems
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3. ECONOMY
Wages by Industry
Why we measure
The wage earned by a worker translates directly
to their income, ability to support family
members, pay for housing, and invest in
education and/or retirement. Wages in an
industry are also an indicator of the value
creation and worker skills in that industry.
Higher paying jobs typically require more
education and training, which can be a barrier
to low-income populations and people of color.
Key Findings
▪There are more jobs with lower wages than
there are with higher wages, which is a
typical pattern.
▪Tourism and local sectors have lower wages
than traded or economic base sectors.
▪The average wage in retail is $40,100
($19.27/hr) and $26,600 ($12.78) in hotel and
restaurant jobs (not including tips).
▪In comparison, the average annual wage for
professional and technical services is $79,200
($38.08/hr).
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3. ECONOMY
Change in Wages by Industry
Why we measure
At the industry level wages change due to a
variety of factors such as competition for workers
and talent (labor supply) and changes in the mix
of companies and products within an industry.
Key Findings
▪Greater Bozeman has experienced strong
wage growth likely due to a tight labor supply
and rising cost of a living. Wages grew at an
average of 5.4% per year.
▪Some of the highest wage growth was in
information, finance/insurance, and
professional and technical services. This
suggests that:
–There is competition for talent
–Bozeman is attracting higher value service
firms and employees
–The economy is evolving and producing
higher value services and products
▪Local and tourism sectors also had strong
wage growth indicating a tight supply of labor
and more leverage for workers to command
higher wages.
Industry 2015 2020 % Change Growth Rate % of Jobs
Economic Base/Traded Sectors
Ag./Forest/Hunting $33,800 $46,300 37.0%6.5%1.5%
Mining $74,900 $86,500 15.5%2.9%0.3%
Utilities D D D D 0.0%
Manufacturing $41,500 $53,500 28.9%5.2%7.1%
Wholesale Trade $56,100 $68,100 21.4%4.0%3.4%
Transport./Warehousing $33,500 $45,200 34.9%6.2%2.5%
Information $56,500 $82,400 45.8%7.8%1.3%
Finance/Insurance $63,400 $89,800 41.6%7.2%3.1%
Prof. & Tech Services $66,700 $87,500 31.2%5.6%9.2%
Mgmt. of Companies $60,100 $74,700 24.3%4.4%0.4%
Admin/Waste Mgmt $32,400 $39,000 20.4%3.8%4.4%
Subtotal 33.3%
Local Sectors
Construction $46,900 $59,900 27.7%5.0%12.4%
Retail Trade $29,300 $38,000 29.7%5.3%16.2%
Real Estate $34,800 $50,900 46.3%7.9%2.4%
Education $25,900 $36,000 39.0%6.8%1.7%
Health Care $44,900 $56,100 24.9%4.6%11.8%
Arts/Rec $25,800 $28,700 11.2%2.2%3.0%
Hotel/Restaurant $18,300 $24,300 32.8%5.8%14.8%
Other $30,100 $39,400 30.9%5.5%4.5%
Subtotal 66.7%
Overall Averages $39,600 $51,400 29.8%5.4%100.0%
Note: "D" indicates not disclosed for privacy requirements.
Source: Bureau of Labor Statistics QCEW; Economic & Planning Systems
Z:\Shared\Projects\DEN\223016-Bozeman MT Economic Development Strategy\Data\[213051-City County 2dig NAICS Employment Data_10-01-21.xlsx]T-2015-2021Wages
Change in WagesWages
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3. ECONOMY
Unemployment Rate
Why we measure
The unemployment rate measures the supply and demand
relationship between employers and workers. When
unemployment is high, there are not enough jobs for people
in the labor force and visa versa. It is another good indicator
of the health of an economy. However low unemployment is
an indicator of labor shortages and can lead to inflation and
constrain business growth.
Key Findings
▪Unemployment rates are at historic lows nationally due to
a drop in labor force participation related to the
Pandemic.
▪Bozeman has the lowest unemployment rate of the
comparison communities at 1.1%, which is not sustainable.
Economists generally view a “healthy” unemployment
rate as 4.0 to 5.0%.
▪The unemployment rate is expected to rise if more people
reenter the labor force as the pandemic stabilizes, and if
wages increase to create enough incentive.
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3. ECONOMY
Gross Regional Product (GRP)
per Job
Why we measure
Gross Regional Product (GRP) is the local or regional
equivalent of GDP (Gross Domestic Product). GRP is the
value of all goods and services produced in an economy. GRP
per job is a measure of the productivity of the labor force and
firms in the economy –the value of the output created from
each worker.
Key Findings
▪Boulder, CO has the most productive economy with
nearly $150,000 in annual output per worker, followed by
Fort Collins, CO at $118,000.
▪Bozeman and Gallatin County are at the lower end of the
spectrum of the comparison communities due to the
higher concentration of tourism and local serving jobs.
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3. ECONOMY
Technology Transfer Awards
Why we measure
The Small Business Innovation Research
(SBIR) and Small Business Technology
Transfer (STTR) programs are highly
competitive federal research funds designed
to stimulate R&D and technological
innovation for small businesses. STTR/SBIR
programs and funding are an indicator of
innovation among small businesses in
communities.
Key Findings
▪Boulder, CO was awarded the most SBIR
and STTR funding, with $242 million, or
$4,009 per employee since 2015.
▪Bozeman received the second-most
funding per employee of the peer
communities.
▪Bozeman has a large concentration of
R&D and tech-centric businesses that are
catalyzed by MSU’s Tech Transfer Office
and MilTech, which help commercialize
and provide a gateway for industry
partners to access MSU technology.
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4. INDUSTRY CLUSTERS
Definition
Industry clusters are groups of similar and
related businesses that share common
markets, technologies, worker skill needs,
and that are often linked by buyer-seller
relationships. Industry clusters represent
distinct qualities of a community and help
define what makes one community
different from another.
As they convey distinct qualities, it is
important to be specific in the definition of
a cluster. For example, rather than
promoting “high-tech,” a community
should focus on “software or photonics” to
convey the type of product being
manufactured and its unique workforce
and supply chain needs.
The Economic Development Strategy is
likely to recommend a focus on traded
sector industries in terms of the City’s role
and investment of resources. Traded
sectors industries have higher wages and
greater economic impact than local
sectors.
The table shows the industry sectors
according to the North American Industry
Classification System (NAICS) that align
with the specific industry clusters.
Industry Sector (NAICS)Industry Cluster Private Wage and
Salary Jobs (Gallatin County)
Traded Sectors
Manufacturing •Photonics
•Outdoor equipment and
clothing
•Biotechnology
•Niche manufacturing
3,600
Professional and technical services •Photonics
•Quantum computing
•Technology / IT
•Biotechnology
4,800
Total 8,400
Local Sectors
Health Care •Health care 6,000
Construction •Residential and nonresidential construction and trades
•Heavy civil construction
6,400
Arts, entertainment, and recreation •Outdoor industry (ski areas, guide/tour services 1,700
Retail, accommodations and food services •Retail, restaurants, hotels 17,000
Total 31,100
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4. INDUSTRY CLUSTERS
Traded Sector Industry Clusters
▪Photonics –The science and technology of generating, detecting, and
controlling light. It has numerous everyday consumer and industrial
applications. Photonics companies were created from MSU grads and
related R&D programs. There are at least 35 companies and 800 jobs in
Photonics.
▪Biotechnology –Biotechnology includes medical and drug research
and manufacturing. The cluster is oriented around MSU R&D and
numerous startup companies in the Gallatin Valley. The area’s strength
is in the R&D, trial, and identifying commercial use stages of biotech.
▪Quantum computing –Quantum computing uses atomic motion to
perform computing operations. It is a major national security and
technology priority. MSU has received $20M in federal grants to expand
quantum research. There are relationships with the local photonics
cluster in quantum research as well.
▪Technology / IT –The Gallatin Valley has a thriving and growing
segment of technology (programming and information technology)
companies stemming from spinoffs from RightNow Technologies,
Oracle, and Bozeman’s quality of life that attracts startup entrepreneurs
and venture capital.
▪Outdoor equipment –Bozeman is known throughout the U.S. as an
outdoor recreation destination. It also attracts Outdoor companies that
capitalize on the Bozeman brand and identity. Companies such as
Simms Fishing, Oboz Shoes, Mystery Ranch (formerly Dana Design),
Spark R&D and numerous smaller companies are in the Gallatin Valley.
▪Manufacturing and niche products –Manufacturing is a diverse sector
in the Gallatin Valley. Products made here include electronic
components, metal products, musical instruments, food and
beverages, and wood products and building materials.
▪Creative Arts –Sectors whose goods and services are based on
intellectual property. Individual creativity is the main source of value
and cause of a transaction. The creative arts industry cluster for Gallatin
Valley includes the following sectors: publishing; advertising and
marketing; film, TV; and photography; design; and performing arts.253
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5. ECONOMIC EQUITY
Self Sufficiency Wage
Why we measure
The federal poverty definition only accounts for a basic food
budget and does not include other costs such as childcare
and housing. The MIT Living Wage calculator estimates the
wage needed for a household to afford food, childcare,
health insurance, housing, transportation, and basic
necessities (clothing, hygiene items). As stated in its
definitions, the “living wage is the minimum income
standard that, if met, draws a very fine line between the
financial independence of the working poor and the need to
seek out public assistance or suffer consistent and severe
housing and food insecurity.”
The MIT Living Wage calculator estimates the living
wage in Gallatin County at $21.68 for a family of four
with two working adults and two children. The chart
shows the percentage of jobs in each county that
are above the self sufficiency wage.
Key Findings
Due to the high cost of housing and large concentration of
tourism and local sector jobs, Bozeman and Gallatin County
are at the bottom of the comparison communities with the
lowest percentage of jobs above the self sufficiency
threshold.
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5. ECONOMIC EQUITY
Race and Ethnicity
Why we measure
Looking at the racial composition of a place helps us
evaluated the presence of disparities in economic
opportunity by race. There are persistent gaps between
income, wealth, and education between non-Hispanic
whites and people of color and white Hispanic and
Latinx people.
Key Findings
The white non-Hispanic population comprises 92% of the
population of Bozeman, which is similar to most of the
comparison communities. Larger cities within larger metro
areas such as Ogden and Boulder have slightly more
diverse populations.
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5. ECONOMIC EQUITY
Business Owner Demographics
Why we measure
Looking at the racial composition of business owners helps
to further evaluate the presence of disparities in economic
opportunity and wealth building by race.
Key Findings
From the data, there do not appear to be significant
differences between the racial and ethnic composition of
business owners and the overall population in Bozeman or
in the comparison communities.
A caveat is that there is a margin of error in these data, and
people of color may be underrepresented in Census data.
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5. ECONOMIC EQUITY
Educational Attainment
Why we measure
Comparing the level of education achieved to the overall
population is another indicator of disparities in economic
opportunity and wealth building.
Key Findings
Boulder is the most highly educated community. Bozeman
and Fort Collins have similar levels of education with about
60% of the population having a Bachelor’s degree or higher.
Ogden, Utah has the lowest levels of education.
There are differences in educational attainment by race and
ethnicity in each community. Boulder, Bozeman, and Fort
Collins have the highest educational disparities. In Boulder,
white non-Hispanics are about 1.44 times more likely to have
a college degree or higher and 1.36 times more likely in
Bozeman.
The disparity in educational attainment is partly explained by
the presence of large universities, particularly in Boulder,
Bozeman, and Fort Collins. The predominately white faculty
in each case increases the number of white advanced
degree holders in the community.
DI: Disparity Index
(%White Non-Hispanic/% All Other)
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5. ECONOMIC EQUITY
Housing Costs and Access
Why we measure
Housing costs are a large factor in quality of
life, access to home ownership, wealth
building, and labor force attraction and
retention. High housing costs and low supply
can constrain economic growth when the
labor force cannot find adequate housing. A
person or household is “cost burdened” when
they are paying more than 30% of their
income towards rent or mortgage payments.
Key Findings
In Bozeman, 54% or renters are cost
burdened making it the third most
unaffordable city for renters of the
comparison communities. Boulder and Fort
Collins are even less affordable for renters
while Boise and Ogden are more affordable
with a lower percentage of cost burdened
renters and owners.
Bozeman has the second highest median
home price at about $700,000, second only to
Boulder at $940,000. Home prices in
Bozeman have increased at alarming rates
due to strong job and in-migration of wealth,
and a housing supply that has not kept up.
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5. ECONOMIC EQUITY
Relating Wages to Home Prices
Why we measure
Wages are the primary source of household income for
working people. In a balanced housing market, home prices
are related to wages and local household incomes. Bozeman
however has a complex housing market influenced by the
influx of remote workers, second homeowners, early retirees,
and a smaller pool of builders than larger metro area
markets. The supply has not been able to keep up with
demand as exhibited by the rapidly rising home prices.
These influences have detached home prices from local
wages.
Key Findings
Towards the end of 2021, the median home price in the city
was about $700,000, which required an annual income of
approximately $162,000 to afford and is 220% of area median
income (AMI). The table on the next page shows average
wages for each major industry. For a household with one
earner, the average wage is equivalent to the household
income. The table also shows the household income if there
are 1.5 (one full one half time) or 2.0 workers in the household
earning the same wage.
The green shaded cells show the incomes and industries
that pay enough to afford the median home price. Only in
the highest paying industries with two earners is the median
home price affordable.
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5. ECONOMIC EQUITY
Relating Wages to Home Prices
Income needed to afford $700,000: $162,000 (220% of AMI
Description Ann. Income % AMI Ann. Income % AMI Ann. Income % AMI
Area Median Income $62,250 $88,900 $88,900
1-person household 4-person household 4-person household
Traded Sectors
Ag./Forest/Hunting $46,300 74.4%$69,450 78.1%$92,600 104.2%
Mining $86,500 139.0%$129,750 146.0%$173,000 194.6%
Utilities D N/A N/A N/A N/A N/A
Manufacturing $53,500 85.9%$80,250 90.3%$107,000 120.4%
Wholesale Trade $68,100 109.4%$102,150 114.9%$136,200 153.2%
Transport./Warehousing $45,200 72.6%$67,800 76.3%$90,400 101.7%
Information $82,400 132.4%$123,600 139.0%$164,800 185.4%
Finance/Insurance $89,800 144.3%$134,700 151.5%$179,600 202.0%
Prof. & Tech Services $87,500 140.6%$131,250 147.6%$175,000 196.9%
Mgmt. of Companies $74,700 120.0%$112,050 126.0%$149,400 168.1%
Admin/Waste Mgmt $39,000 62.7%$58,500 65.8%$78,000 87.7%
Local Sectors
Construction $59,900 96.2%$89,850 101.1%$119,800 134.8%
Retail Trade $38,000 61.0%$57,000 64.1%$76,000 85.5%
Real Estate $50,900 81.8%$76,350 85.9%$101,800 114.5%
Education $36,000 57.8%$54,000 60.7%$72,000 81.0%
Health Care $56,100 90.1%$84,150 94.7%$112,200 126.2%
Arts/Rec $28,700 46.1%$43,050 48.4%$57,400 64.6%
Hotel/Restaurant $24,300 39.0%$36,450 41.0%$48,600 54.7%
Other $39,400 63.3%$59,100 66.5%$78,800 88.6%
Public Admin D N/A N/A N/A N/A N/A
Unclassified D N/A N/A N/A N/A N/A
Source: Economic & Planning Systems
Z:\Shared\Projects\DEN\223016-Bozeman MT Economic Development Strategy\Data\[223016-Self Sufficiency Wages.xlsx]T-AMISector
1-Earner
1-Person Household
1.5-Earner
4-Person Household
2-Earner
4-Person Household
260
APPENDIX
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APPENDIX: BIOTECHNOLOGY COMPANIES
262
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APPENDIX: PHOTONICS COMPANIES
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APPENDIX: SOFTWARE COMPANIES
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APPENDIX: DETAILED LOCATION QUOTIENTS
Bozeman Boulder Boise Corvallis Bend Fort Collins Missoula Ogden Highest Location
Industry Gallatin Boulder Ada Benton Deschutes Larimer Missoula Weber Concentration Quotient
Traded Sectors
Agriculture, forestry, fishing and hunting 1.33 0.38 0.33 3.21 1.12 0.67 1.00 0.43 Corvallis/Benton 3.21
Mining, quarrying, and oil and gas extraction 0.82 0.25 0.17 0.14 0.21 0.79 0.15 0.10 Bozeman/Gallatin 0.82
Information 0.63 0.53 1.14 0.44 0.59 0.49 0.80 1.09 Boise/Ada 1.14
Management of companies and enterprises 0.24 0.54 1.05 0.00 0.73 0.39 0.26 0.24 Boise/Ada 1.05
Professional and technical services 1.20 2.47 1.01 0.92 0.83 1.04 0.91 0.67 Boulder/Boulder 2.47
Wholesale trade 0.76 0.90 1.22 0.00 0.66 0.81 0.85 0.90 Boise/Ada 1.22
Manufacturing 0.70 1.29 0.78 0.91 0.75 1.02 0.47 1.61 Ogden/Weber 1.61
Transportation and warehousing 0.55 0.23 0.70 0.31 0.56 0.57 0.00 0.55 Boise/Ada 0.70
Finance and insurance 0.63 0.53 1.14 0.44 0.59 0.49 0.80 1.09 Boise/Ada 1.14
Local Sectors
Utilities 0.50 0.33 1.03 0.00 1.02 0.45 0.00 0.49 Boise/Ada 1.03
Construction 2.09 0.58 1.39 0.66 1.66 1.35 1.19 1.34 Bozeman/Gallatin 2.09
Retail trade 1.31 0.87 1.05 0.93 1.31 1.10 1.28 1.08 Bozeman/Gallatin 1.31
Real estate and rental and leasing 1.30 0.94 0.95 0.76 1.04 1.24 1.00 0.57 Bozeman/Gallatin 1.30
Administrative and waste services 0.62 0.56 1.38 0.00 0.90 0.81 0.78 1.18 Boise/Ada 1.38
Educational services 0.72 0.79 0.53 0.61 0.62 0.53 0.47 0.66 Boulder/Boulder 0.79
Health care and social assistance 0.72 0.86 1.05 1.21 1.18 0.73 1.22 0.88 Missoula/Missoula 1.22
Arts, entertainment, and recreation 1.99 1.16 1.46 0.78 1.80 1.13 1.66 1.08 Bozeman/Gallatin 1.99
Accommodation and food services 1.47 0.94 1.02 1.05 1.42 1.21 1.28 0.85 Bozeman/Gallatin 1.47
Other services, except public administration 1.39 0.95 0.96 1.32 1.27 1.04 1.57 0.79 Missoula/Missoula 1.57
Source: Economic & Planning Systems
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APPENDIX: INDUSTRY DETAIL
MANUFACTURING
3 Digit NAICS Industry Name Sector Total
(Disclosable)
% Total LQ vs. U.S.Avg. Ann.
Wage
Includes
Photonics?
Description
Total Private Wage & Salary Jobs 50,672
Total Manufacturing Sector 3,598 7.1%0.70
339 Miscellaneous Manufacturing 532 1.0%2.16 $55,574 Medical equip, sporting goods, musical instr.
334 Computer and Electronic Product Manufacturing 402 0.8%0.90 $88,788 Y Computer, electronic, instrumentation, measuring/controlling, photonics
332 Fabricated Metal Product Manufacturing 391 0.8%0.67 $48,961 Forging, stamping, bending, forming, and machining
312 Beverage and Tobacco Product Manufacturing 367 0.7%3.16 $30,203 Breweries, distilleries, etc.
327 Nonmetallic Mineral Product Manufacturing 290 0.6%1.72 $63,779 Stone, tile, cement products
326 Plastics and Rubber Products Manufacturing 257 0.5%0.87 $43,929 Plastic containers, hardware, plumbing
311 Food Manufacturing 248 0.5%0.37 $36,480 Bakeries, coffee, tea, dairy products
336 Transportation Equipment Manufacturing 150 0.3%0.22 $58,928 Boats, trailers, vehicle parts
337 Furniture and Related Product Manufacturing 144 0.3%0.94 $44,262 Furniture, cabinetry
335 Electrical Equipment, Appliance, and Component
Manufacturing
114 0.2%0.71 $59,485 Y Lighting, electrical, communications, appliances
323 Printing and Related Support Activities 99 0.2%0.62 $38,849 Y Printing, data imaging
314 Textile Product Mills 93 0.2%2.18 $32,668 Textile manufacturing
333 Machinery Manufacturing 88 0.2%0.20 $73,874 Y Optical instruments and lenses, photographic equipment, commercial
laundry and dry-cleaning machinery, office machinery, automotive
maintenance equipment (except mechanics' hand tools), and
commercial-type cooking equipment
321 Wood Product Manufacturing 81 0.2%0.48 $49,465 Wood bldg. materials, manufactured structures
315 Apparel Manufacturing 5 0.0%0.13 $32,572 Apparel
316 Leather and Allied Product Manufacturing 4 0.0%0.39 $18,653 Leather products
Source: Bureau of Labor Statistics; Economic & Planning Systems
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APPENDIX: INDUSTRY DETAIL
PROFESSIONAL & TECHNICAL SERVICES
4 Digit NAICS Industry Name Sector Total
(Disclosable)
% Total LQ vs. U.S.Avg. Ann.
Wage
Includes
Photonics?
Description
Total Private Wage & Salary Jobs 50,672
Total Prof. & Tech. Svcs. Sector 4,828 9.5%1.20
5415 Computer Systems Design and
Related Services
1,346 2.7%1.44 $141,037 Programming, IT
5413 Architectural, Engineering, and
Related Services
1,094 2.2%1.72 $71,547
5416 Management, Scientific, and
Technical Consulting Services
618 1.2%0.95 $71,652 Environmental, management, administrative,
other scientific consulting
5412 Accounting, Tax Preparation,
Bookkeeping, and Payroll Services
449 0.9%1.04 $53,752
5419 Other Professional, Scientific, and
Technical Services
424 0.8%1.35 $40,502 Marketing, photography, veterinary, other
5417 Scientific Research and
Development Services
337 0.7%1.04 $94,689 Y R&D in life and social sciences.
5411 Legal Services 327 0.6%0.68 $68,183
5418 Advertising, Public Relations, and
Related Services
133 0.3%0.71 $60,349
5414 Specialized Design Services 100 0.2%1.78 $60,754 Y Specialized design except architectural,
engineering, and computer systems design
Source: Bureau of Labor Statistics; Economic & Planning Systems
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APPENDIX: INDUSTRY DETAIL
CONSTRUCTION
3 Digit NAICS Industry Name Sector Total
(Disclosable)
% Total LQ vs. U.S.Avg. Ann.
Wage
Description
Total Private Wage & Salary Jobs 50,672
Total Construction Sector 6,401 12.6%2.09
237 Heavy and Civil Engineering Construction 659 1.3%1.50 $101,284 Roads, infrastructure
236 Construction of Buildings 1,837 3.6%2.72 $59,216 Residential and nonresidential buildings
238 Specialty Trade Contractors 3,906 7.7%2.01 $53,269 Concrete, site preparation, plumbing,
painting, and electrical
Source: Bureau of Labor Statistics; Economic & Planning Systems
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APPENDIX: INDUSTRY DETAIL
TOURISM, RETAIL, AND OUTDOOR RECREATION
3 Digit NAICS Industry Name Sector Total
(Disclosable)
% Total LQ vs. U.S.Avg. Annual
Wage
Description
Total Private Wage & Salary Jobs 50,672
Retail 3,598 7.1%1.31 Retail stores
Recreation 1,819 3.6%1.99 Recreation businesses including ski areas
Accommodations & Food Services 8,190 16.2%1.47 Hotels and restaurants
Cluster Total 13,607 26.9%
Retail
445 Food and beverage stores 1,541 3.0%1.18 $31,786
444 Building material and garden supply stores 1,193 2.4%2.08 $45,429
452 General merchandise stores 1,107 2.2%0.89 $32,580
441 Motor vehicle and parts dealers 1,036 2.0%1.29 $60,870
453 Miscellaneous store retailers 784 1.5%2.52 $31,388
451 Sports, hobby, music instrument, book stores 674 1.3%3.37 $23,189
447 Gasoline stations 541 1.1%1.39 $25,669
442 Furniture and home furnishings stores 392 0.8%2.26 $49,206
448 Clothing and clothing accessories stores 341 0.7%0.83 $25,758
446 Health and personal care stores 250 0.5%0.61 $34,298
454 Nonstore retailers 221 0.4%0.89 $60,018
443 Electronics and appliance stores 110 0.2%0.59 $43,276
Recreation, Hotels, Restaurants
722 Food services and drinking places 5,054 10.0%1.23 $20,992
721 Accommodation 1,857 3.7%3.13 $33,408
713 Amusements, gambling, and recreation 1,216 2.4%2.27 $26,058 Includes ski areas
711 Performing arts and spectator sports 124 0.2%0.88 $36,767
712 Museums, historical sites, zoos, and parks 116 0.2%---$45,924
712 Museums, historical sites, zoos, and parks 116 0.2%---$45,924
Source: Bureau of Labor Statistics; Economic & Planning Systems
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APPENDIX: INDUSTRY DETAIL
CREATIVE ARTS
Industry 3 Digit
NAICS
NAICS Description Private
Total
Establish-
ments
% of
Disclosable
Total
LQ vs. U.S.Avg. Ann.
Wage
Hourly on
2080 Hours
Total Private Wage & Salary Jobs 50,672 100.00%
Publishing 323 Printing and related support activities 99 9 0.20%0.62 $38,849 $18.68
Film/TV/Media 512 Motion picture and sound recording industries 73 70 0.14%0.58 $43,148 $20.74
5418 Advertising, pr, and related services 133 40 0.26%0.71 $60,349 $29.01
54192 Photographic services 24 32 0.05%1.60 $37,168 $17.87
Design 5419 Other professional and technical services 424 83 0.84%1.35 $40,502 $19.47
5414 Specialized design services 100 43 0.20%1.78 $60,754 $29.21
Performing Arts 711 Performing arts and spectator sports 124 46 0.24%0.88 $36,767 $17.68
7111 Performing arts companies 35 8 0.07%1.06 $18,147 $8.72
All other Performing arts and spectator sports 89 38 0.18%---------
Museums and Galleries 1 712 Museums, non-retail galleries, historical sites, and similar institutions 127 10 0.25%1.96 $49,504 $23.80
Total Creative Cluster 1,104 333 2.18%$41,241 $19.83
1 Museums and Galleries includes publicly owned facilities such as Museum of the Rockies housed at MSU which skews wages upward.
Source: U.S. Bureau of Labor Statistics; Economic & Planning Systems
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ATTACHMENT B
271
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org Partners
x More small business
owners access programs
Number of new businesses
accessing services
City of
Bozeman
Prospera,
NRMEDD,
Chamber, DBP
x Small businesses are more
likely to succeed and grow
Resource guide is created
and maintained annually.
City of
Bozeman
Prospera,
NRMEDD,
Chamber, DBP
x More small businesses are
started or grown
Capital and technical
services are provided to
under-represented
businesses at no or low cost
City of
Bozeman
Prospera,
NRMEDD, MOFI
x Remove barriers to starting
a new business
Roundtable is created and
provides recommendations
City of
Bozeman Small businesses
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
x More affordable child care
opportunities are available Statute(s) amended City of
Bozeman MLCT/MACO
x More affordable child care
opportunities are available
An increase in day care
providers
City of
Bozeman MLCT/MACO
x
Build awareness of future
career opportunities to
access living wage jobs
High-school graduation and
dropout rate, including under-
represented students
Belgrade and
Bozeman
School District
Gallatin College
and MSU
EVS ACTION MATRIX
Staff time
Progress Check-in
Notes and/or Potential
Resources
A. Convene providers to map the various programs
available for different business sizes and types to 1) better
communicate available resources and 2) determine gaps
in service provision.
C. Convene service providers to determine if there is an
opportunity to start a microenterprise service for under-
represented businesses. Build off culture and concept of
Women Business Center that provides a welcoming safe
space for a specific group.
Objective 1.2: Provide comprehensive and coordinated skills development starting with child care through middle school and higher-ed
Action
A. Explore opportunities to amend Montana statute(s) to
allow HOAs to permit in-home child care.
Notes and/or Potential
Resources
Tie to proposed business,
retention and expansion (BRE)
program identified in Action 2.1.G
Seed funding can come from
Community Development Block
Grant (CDBG). MESO of Oregon
should be considered as a best
case example.
https://www.mesopdx.org/
Action
GOAL 1: PROVIDE OPPORTUNITY FOR GALLATIN VALLEY RESIDENTS
Objective 1.1: Enhance the small business development ecosystem
Staff time
C. Engage middle school students (6-8 grades),
teachers and administrators in STEAM career opportunity
conversations.
Specifically consider rural
communities.
D. Develop a business services roundtable comprised
of underrepresented business owners and employees, to
advise the City of Bozeman on its business friendliness
for small businesses especially owned by under-
represented individuals.
Staff time
B. Create a resource guide outlining available programs
and contact information.
B. Elevate the issue of child care as critical
infrastructure to support workforce development and
promote equitable early education opportunities for under-
represented communities.
Staff time
Green text indicates actions developed in collaboration with education partners. 1 of 8 272
x
Enhance early skills
development to prepare for
higher-education
opportunities
New programs identified and
implemented Gallatin College
MSU, Belgrade and
Bozeman School
District
Superintendents
x
Increase job opportunities,
particularly for under-
represented individuals,
within these industries
Report number of jobs within
the industries and percentage
of under-represented hires
Gallatin College
and MSU
Belgrade and
Bozeman School
District CTE
Program Director
x Increase youth mental
health and career skills
Number of programs and
students attending
Arts Industry
Council (AIC)
Belgrade and
Bozeman School
Districts, City of
Bozeman
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
x Increase participation of
rural residents
Number of completed
certifications
City of
Bozeman
MSU Extension
Center
x
Increase job opportunities
and improve energy
efficiency of building stock.
Number of skilled HVAC
construction workers in
Gallatin Valley
Gallatin College City of Bozeman
x
Increase opportunities to
start small businesses and
build wealth
Number of people attending
classes
City of
Bozeman
Local EDOs and
language training
providers
Specifically focus on programs for
jobs in high demand with good
wages and fewer years of
education requirements.
Notes and/or Potential
Resources
D. Evaluate gaps and needs with partnerships between
Gallatin Valley’s high schools and higher education
leaders and industry to identify and develop opportunities
for intentional engagement of students.
E. Communicate to 9-12 students opportunities with
existing Gallatin College programs pertaining to
manufacturing, health care, and cyber-security
Organizations are already
meeting and anticipate draft
direction in October
Staff time
F. Support youth art programs that promote mental
health and encourage creative thinking
Staff time and grants (potentially
Montana Arts or NEA) to fund
program
Objective 1.3: Improve access to career opportunities for local and surrounding rural residents
A. Promote Montana State University's new Extension
Center Master Remote Work Professional Certification
that provides training for rural residents.
Action
B. Create and support specific workforce development
programs in building sciences (construction trades)
specializing in green technology. Specifically, consider
programs in heating, ventilation, and air conditioning
(HVAC) systems, to provide the workers needed to
improve the efficiency of existing and future building
stock.
Increasing the amount of this
skilled workforce directly supports
necessary actions to address
climate change.
C. Develop virtual small business development
programs for rural residents and those that speak English
as a second language
These programs are currently
available through MESO and
could be developed locally with
new microenterprise program.
World Language Initiative may
provide services as well.
Green text indicates actions developed in collaboration with education partners. 2 of 8 273
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
x Continued university R&D
in quantum computing Enhanced research funding MSU and MSU
IC
City of Bozeman
and local EDOs
x
Supply chain study to
define the types of
companies needed to
support this new industry
within Gallatin Valley
Study is complete and shared
with economic development
community.
MSU VP of
Research and
Graduate
City of Bozeman
and local EDOs
x
Private business can share
equipment for testing and
collaborate to foster
innovation.
Incubator is established.City of
Bozeman
NRMEDD, MSU IC,
MSU TTO
x
New biotechnology
companies are started or
attracted
Biotech lab space is created.City of
Bozeman
Biotech
Association, MSUs
TTO, and Local
EDOs
x
Understand barriers and
opportunities specific to
manufacturing to help them
stay and grow.
Program is defined with
identified number of
businesses that will be
visited.
City of
Bozeman
NRMEDD,
Prospera
x
Articulate competative
advantage for Montana to
support the semiconductor
industry
Grant application submitted MSU
City of Bozeman,
NRMEDD,
Prospera
E. Develop a formal business, retention and expansion
(BRE) program in collaboration with partners focused on
industries associated with manufacturing: Photonics,
Outdoor Equipment, Specialty Manufacturing, and
potentially Climate Tech
Staff time. BRE of existing
companies (instead of recruiting
new companies) is the most
effective way to grow
employment opportunities
sustainably.
National Science Foundation
(NSF) grant
D. Explore the development of biotechnology lab space
to support emerging businesses
Explore collaborating with new
Industry project at MSU IC.
Economic Development
Administration (EDA) could
provide grant for lab space tenant
improvements.
F. Work with MSU and other stakeholders to pursue the
CHIPS Act investment grant. Staff time
B. Support the analysis and development of the
quantum computing supply chain and the unique
strengths in Gallatin Valley
This would be part of the Type 1
application, but fund through
Economic Development
Administration (EDA) or Inflation
Reduction Act (IRA) if not
awarded.
EDA and NSF grant
C. Create an incubator with specialized equipment for
new private small research companies within the quantum
and photonics industries
GOAL 2: SUPPORT A DIVERSE ECONOMY
Objective 2.1: Focus on traded sector industries that are emerging and can increase exports
Action Notes and/or Potential
Resources
A. Support quantum computing university research and
development through continued investments in MonArk
labs, Spectrum Labs, and the upcoming NSF Type I
application for a Regional Innovation Engine.
Green text indicates actions developed in collaboration with education partners. 3 of 8 274
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
x Training facility provides
the necessary workforce Training facility is built Gallatin College City of Bozeman
and Local EDOs
x x x Educate community on
photonics industry
Number of students that
attend event.Gallatin College
Private photonics
firms, City of
Bozeman, MSU
x
School districts can
provide current information
on career opportunities
and help develop
necessary skills needed by
businesses
Changes in information
provided to students
influenced by private
business engagement
Private industry
associations
City of Bozeman,
Local EDOs,
Education partners
x
Higher-ed students
discover local job
opportunities while in
school and are more likely
to stay in Gallatin Valley
Number of new internships
and programs created at
private businesses.
Private industry
associations
City of Bozeman,
Local EDOs,
Education partners
D. Facilitate the creation of opportunities for students to
engage with local businesses, such as internships,
apprenticeships, work-based learning and job shadowing
Explore this type of engagement
through BRE outreach
C. Aid and support local school districts by offering
suggestions for developing a working
relationship among businesses, labor organizations, and
educators
B. Host a photonics/optics event at the County
Fairgrounds during the Fall to expose community to
career opportunities.
Objective 2.2: Enhance development of the talent pipeline
A. Support development of a purpose built campus for
the technical and trades facility at Gallatin College
Consider private company
sponsorships
Notes and/or Potential
Resources
Staff time. State budget allocation
Explore this type of engagement
through BRE outreach
Action
Green text indicates actions developed in collaboration with education partners. 4 of 8 275
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
x Access opportunities with
the Digital Film industry
Students enrolling in
programs.
MSU Film
Department
Local EDOs, City of
Bozeman, Montana
Film Office, local
members of the
film industry,
supportive state
legislators
x
Foster an aligned vision
and direction for arts
organizations
Actions that are implemented City of
Bozeman
All arts
organizations
including but not
limited to the
Symphony,
Emerson, Sweet
Pea Festival,
Ballet, Opera, and
Art Museum
x
Provide training for a
sustainable business life in
the arts
Number of artists that receive
training AIC
Montana Arts
Council, City of
Bozeman
x
Enhance integration of arts
with community
development
Number of projects executed AIC City of Bozeman Staff time
Objective 2.3: Elevate a growing creative arts industry cluster
Action Notes and/or Potential
Resources
Staff time to schedule and host
meetings. The AIC is responsible
for agenda and implementation.
D. Explore creative placemaking opportunities within the
city
A. Support the expansion of film degree programs at MSU
to leverage emerging Digital Film industry Existing MSU program
C. Promote and encourage enrollment in the Montana
Artrepreneur Program (MAP) https://art.mt.gov/map Staff time
B. Convene an Arts Industry Council (AIC) to leverage all
arts organizations to implement the goals and objectives
of the EVS, DEI initiatives, and 1% arts program
Green text indicates actions developed in collaboration with education partners. 5 of 8 276
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
X
City recovers
administrative and
enforcement costs.
Neighborhood impacts are
managed.
Number of STRs licensed
STRs. Resident satisfaction
with STR programs.
City of
Bozeman
Housing, Code
Enforcement, and
Legal Departments
X
Study/documentation of
characteristics of STR
inventory.
Quantification of number of
STRs potentially available as
full-time residences.
City of
Bozeman
Realtors, property
managers, lodging
groups
x Housing supply is
increased or maintained.
Number of STRs, rental
rates, rental vacancy rates.City of
Bozeman
Housing, Code
Enforcement, and
Legal Departments
x Increase supply of housing
for GV workers
Housing units developed by
private sector businesses
City of
Bozeman
Private sector
partners
x Increase supply of housing
for GV workers
Housing units developed by
private sector businesses
City of
Bozeman &
various private
sector partners
Private sector
partners
x Increase opportunities to
access home ownership
Number of residents that
have received assistance
City of
Bozeman HRDC and MOFI
x Increase access to
available housing Evaluation of zoning code City of
Bozeman
MSU Office of
Student
Engagement
x
Increase supply of housing
for MSU non-traditional
and graduate students
Number of housing units City of
Bozeman
MSU Office of
Student
Engagement,
private developers
GOAL 3: BUILD A MORE RESILIENT REGION
Objective 3.1: Increase amount and access to housing for all
Notes and/or Potential
Resources
Staff time
Action
A. Ensure that short term rentals (STRs) are licensed
and complying with City regulations.
Staff time and consultant
engagement
Staff time, private equity
C. Explore the feasibility of additional regulatory tools to
mitigate the impact of STRs and part-time homes on the
housing supply. Specifically examining regulatory fees on
STRs and a housing vacancy tax.
H. Explore creation of a public-private partnership and
sub-area plan for redevelopment of the West Side Houses
for non-traditional students.
B. Evaluate the potential impacts of STRs on housing
availability for the full time resident workforce.
Staff time and consultant
engagement
G. Explore the city zoning restriction on maximimum
occupancy within a residence.
F. Promote housing down payment assistance program MOFI
Staff time
E. Explore building more housing through a co-
operative agreement amongst private businesses.
First Security Bank Housing
Fund, potential Prospera Impact
Fund
D. Explore a land acquisition policy recognizing funding
is barrier.
First Security Bank Housing
Fund, potential Prospera Impact
Fund
Green text indicates actions developed in collaboration with education partners. 6 of 8 277
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
x
Reduce water consumption
to extend the use of a
limited supply of water
Increased use of the city's
water conservation programs
City of
Bozeman
City residents and
businesses
x Improves building energy
efficiency
Number of loans and projects
implemented
City of
Bozeman
City residents and
businesses
x
Recognizes good practices
to encourage investment
by others
Number and type of projects
submitted for awards
City of
Bozeman
City residents and
businesses
x
Provide more housing at a
lower price with reduced
costs for infrastructure
expansion
Number of housing units City of
Bozeman
Bozeman City
Commission
x
Provide residents diverse
travel options alternative to
a car when appropriate
Number of projects
constructed
City of
Bozeman
Streamline, MDT,
DBA, TCC
x
Reduce greenhouse gas
(GHG) emissions by
reducing use of fossil fuel
Northwestern Energy fuel
source
City of
Bozeman and
Northwestern
Energy
Local EDOs Staff time and IRA
Objective 3.2: Develop a sustainable city to support climate change mitigation
Staff time
Staff time
Notes and/or Potential
ResourcesAction
D. Support proposed changes to Bozeman Zoning code
to allow for smaller housing units on smaller lots
F. Work with Northwestern Energy to foster
development of non-fossil fuel energy production
B. Actively promote the existing commercial property-
assessed clean energy (CPACE) financing structure that
allows building owners to borrow money for energy
efficiency projects.
Staff time
C. Explore the development of an award that recognizes
investments in buildings and sites to encourage
sustainable development practices.
Staff time
A. Increase support and awareness for the existing City
of Bozeman water efficiency program
E. Support City of Bozeman's investment in multi-modal
transportation options, including strategies to support
electric vehicle (EV) charging strategies. charge for
parking in appropriate locations in the City.
Staff time
Green text indicates actions developed in collaboration with education partners. 7 of 8 278
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
x
Develop awareness of
climate tech companies
and begin to support their
growth
List of companies and
defined needs is created.
Businesses meet to share
interests and collaboration.
City of
Bozeman
Local EDOs, MSU
TTO, Energy
Research Institute
(ERI), Snow Lab,
Optics/Sensing,
Precision
Agriculture
x
Develop new agriculture
practices that reduce water
consumption and conserve
soil integrity
Application for an Innovation
Hub is submitted
MSU
Department of
Agriculture
City of Bozeman
and Local EDOs
x
Actively support local
emerging companies and
convey to community that
climate change is being
addressed
Number of new climate tech
companies promoted
City of
Bozeman
MSU TTO, MSU IC
and Local EDOs
x
Develop new technologies
to help community adapt to
impacts of climate change
Number of new climate tech
companies created
City of
Bozeman
MSU TTO, MSU IC
and Local EDOs
x
Facilitate private
investment into domestic
low carbon, climate
resilient (LCR)
infrastructure and other
green sectors
Establish the Bank City of
Bozeman Local EDOs
A. Develop a Climate Technology industry group to
identify existing companies, barriers to growth, and
workforce needs. This information will define the Climate
Technology industry unique to Gallatin Valley.
Climate Technology is a broad
field that includes data analytics,
construction materials, carbon
sequestering, agriculture
production methods, etc. One
"lane" should be defined for GV
to make progress.
C. Explore the development of a program that supports
and promotes new startup companies (e.g. awards and
small grant award) in the defined Climate Technology
cluster.
CDBG, Venture Capital,
Foundations
B. Advocate for an MSU Agriculture Department
initiative to create innovation hub for Western US that
aligns research with agriculture producers and advances
precision agriculture
Action
Objective 3.3: Foster a culture focused on climate change resilience
E. Explore the creation of a regional non-profit Green
Bank for funding new climate resilient infrastructure.
https://greenbanknetwork.org/what-is-a-green-bank-2/
IRA may capitalize a national
Green Bank that could fund the
regional bank through grants or
loans.
EDA, Department of Agriculture,
IRA
D. Explore the development of private incubator that
supports the defined Climate Technology cluster.
Notes and/or Potential
Resources
Staff time
Green text indicates actions developed in collaboration with education partners. 8 of 8 279
List of edits to the 2023 Economic Vitality Strategy
Creative Arts – Red
Sustainability/Resiliency – Green
General - Blue
I. EVS Strategy Document
P. 2 added language to traded/local sector description
P. 4 Table 1 traded vs. local sector wages
P. 5 Added language describing an industry cluster, added graphic
P. 10 Figure 4 - wage and salary jobs by industry
P. 11 Table 2 - change in wage
P. 13 Table 3 - location quotient comparisons
P. 15 Table 4 traded sector industry clusters
P. 21 added language to resilience definition encouraging the creation of new companies
providing innovative and resilient climate technology solutions
P. 22 replaced low skilled parents with parents working in lower paid occupations
P. 22 – 23 replaced STEM with STEAM and defined
P. 23 – 25 expanded the arts and culture narrative, including creative placemaking
P. 31 added section on creative arts as industry cluster
II. Economic Conditions Assessment (ECA)
P. 11 jobs by industry table
P. 14 location quotients
P. 15 Wages by industry table
P. 16 changes in wages by industry table
P. 20 industry cluster table
P. 21 added creative arts to traded sector cluster
III. ECA Appendix
P. 33 location quotients table
P. 38 industry cluster detail – creative arts
IV. EVS Action Matrix
P. 1 Goal 1 Objective 1.2.C.- Engage middle school students (6-8 grades), teachers and
administrators in STEAM career opportunity conversations.
P. 2 Goal 1 Objective 1.2.F Support youth art programs that promote mental
health and encourage creative thinking
280
P.3 Goal 2 Objective 2.1.F. Work with MSU and other stakeholders to pursue the CHIPS Act
investment grant.
P. 5 Goal 2 Objective 2.3 added B – D.
B. Convene an Arts Industry Council (AIC) to leverage all arts organizations to implement the
goals and objectives of the EVS, DEI initiatives, and 1% arts program
C. Promote and encourage enrollment in the Montana Artrepreneur Program (MAP)
D. Explore creative placemaking opportunities within the city
P. 7 Goal 3 Objective 3.2 Develop a sustainable city to support climate change mitigation
E. Support City of Bozeman's investment in multi-modal transportation options, including
strategies to support electric vehicle (EV) charging. charge for parking in appropriate locations
in the city.
281
Bozeman Economic Vitality Strategy | Climate Change Elements1
MEMORANDUM
In consideration of adopting the EVS, the City Commission indicated that there was a need for more
integration of climate change policy and implementation. This memo outlines the information that is
within the EVS document that responds to this specific interest. Red text is new language proposed to
clarify the intent of the EVS and actions.
CLIMATE CHANGE
A recent Environmental Protection Agency (EPA) analysis1 shows that the most severe harms from
climate change fall disproportionately upon underserved communities who are least able to prepare
for, and recover from, heat waves, poor air quality, flooding, and other impacts. A community can
proactively address these impacts by: 1) mitigating climate change by reducing greenhouse gas (GHG)
emissions; and 2) becoming resilient in order to quickly adapt to future impacts.
Climate change also threatens the natural and recreational assets that are important to the economy
– not just the tourism economy but also the quality of life that is attracting traded sector firms.
Changing precipitation patterns (warmer, drier), earlier and faster snowpack melt off, more frequent
and larger wildfires are all expected to affect the natural environment and quality of life in the Gallatin
Valley. Specifically, a less reliable snowpack and a drier climate will affect the winter sports industry
and river recreation businesses. Warmer summers will increase river water and air temperatures, the
latter requiring additional air conditioning use which in turn demands more energy use and
production, creating additional impact if more energy is not sourced from renewables.
1 Climate Change and Social Vulnerability in the United States, EPA, September 2021 f
Date April 10, 2023
To Brit Fontenot, City of Bozeman
From Alisa Pyszka, Bridge Economic Development
CC: Brian Duffany, EPS
Subject Climate Change Elements
Project Bozeman Economic Vitality Strategy (EVS)
282
Bozeman Economic Vitality Strategy | Climate Change Elements2
Mitigation
The Bozeman Climate Plan, 2020, identifies how the city can take actions to mitigate per-capita GHG
emissions. The Plan states that 57 percent of Bozeman’s 2018 emissions came from residential and
commercial building energy use, which is the highest source of emissions. Improving building
efficiency and increasing renewable energy supply are paramount to achieving the near-term emissions
reduction goal.
Innovative companies understand the real implications of climate change and are increasingly seeking
ways to enhance sustainable practices. Utilizing non-carbon generating energy sources is a strategic
advantage for companies seeking to meet environmental, social and governance (ESG) criteria used
by socially conscious investors to screen potential investments. Collaboration between Gallatin Valley
stakeholders and the local utility provider, NorthWestern Energy, to recognize this competitive
advantage for ESG financing, or in Montana, Commercial Property Assessed Capital Enhancements
(C-PACE), could help shift power generation investments.
The following actions are included in the EVS Action Matrix to support climate change mitigation:
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
x
Increase job opportunities
and improve energy
efficiency of building stock.
Number of skilled HVAC
construction workers in
Gallatin Valley
Gallatin College City of Bozeman
B. Create and support specific workforce development
programs in building sciences (construction trades) specializing in green technology. Specifically, consider
programs in heating, ventilation, and air conditioning (HVAC) systems, to provide the workers needed to
improve the efficiency of existing and future building stock.
Action
Increasing the amount of this
skilled workforce directly supports
necessary actions to address
climate change.
Objective 1.3: Improve access to career opportunities for local and surrounding rural residents
Notes and/or Potential
Resources
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
x
Reduce water consumption
to extend the use of a
limited supply of water
Increased use of the city's
water conservation programs
City of
Bozeman
City residents and
businesses
x Improves building energy
efficiency
Number of loans and projects
implemented
City of
Bozeman
City residents and
businesses
x
Recognizes good
practices to encourage
investment by others
Number and type of projects
submitted for awards
City of
Bozeman
City residents and
businesses
x
Provide more housing at a
lower price with reduced
costs for infrastructure
expansion
Number of housing units City of
Bozeman
Bozeman City
Commission
x
Provide residents diverse
travel options alternative to
a car when appropriate
Number of projects
constructed
City of
Bozeman
Streamline, MDT,
DBA, TCC
x
Reduce greenhouse gas
(GHG) emissions by reducing use of fossil fuel
Northwestern Energy fuel
source
City of
Bozeman and
Northwestern
Energy
Local EDOs Staff time and IRA
Objective 3.2: Develop a sustainable city to support climate change mitigation
Staff time
Staff time
Notes and/or Potential
ResourcesAction
D. Support proposed changes to Bozeman Zoning code
to allow for smaller housing units on smaller lots
F. Work with Northwestern Energy to foster
development of non-fossil fuel energy production
B. Actively promote the existing commercial property-
assessed clean energy (CPACE) financing structure that
allows building owners to borrow money for energy
efficiency projects.
Staff time
E. Support City of Bozeman's investment in multi-modal
transportation options, including strategies to support
electric vehicle (EV) charging strategies. charge for
parking in appropriate locations in the City.
Staff time
C. Explore the development of an award that recognizes
investments in buildings and sites to encourage
sustainable development practices.
Staff time
A. Increase support and awareness for the existing City
of Bozeman water efficiency program
283
Bozeman Economic Vitality Strategy | Climate Change Elements3
Resilience
In addition to reducing GHG, communities should prepare for climate change impacts. Encouraging
the creation of new companies that provide innovative solutions will help the region adapt to future
climate change impacts. The Bozeman Climate Plan (The Plan) calls out a need for improved systems
regarding water use and agriculture production to build infrastructure that will make Gallatin Valley
more resilient. Innovation within the food systems development process presents many opportunities
for emission reductions through improved agricultural practices, lower-carbon food products,
production and transportation efficiency, and waste reduction. The Plan also encourages the
development of a robust local food supply to reduce food insecurity and improve food system
resiliency.
The following actions are included in the EVS Action Matrix to support climate change resilience:
1 - 2 yr 3 - 4 yr 5 yr Priority Outcome Metric (how to measure)Lead Org*Partners**
x
Develop awareness of
climate tech companies
and begin to support their
growth
List of companies and
defined needs is created.
Businesses meet to share
interests and collaboration.
City of
Bozeman
Local EDOs, MSU
TTO, Energy Research Institute
(ERI), Snow Lab,
Optics/Sensing,
Precision
Agriculture
x
Develop new agriculture
practices that reduce water consumption and conserve
soil integrity
Application for an Innovation Hub is submitted
MSU
Department of
Agriculture
City of Bozeman and Local EDOs
x
Actively support local emerging companies and
convey to community that
climate change is being
addressed
Number of new climate tech
companies promoted
City of
Bozeman
MSU TTO, MSU
IC and Local EDOs
x
Develop new technologies
to help community adapt to
impacts of climate change
Number of new climate tech companies created City of Bozeman MSU TTO, MSU IC and Local EDOs
x
Facilitate private
investment into domestic
low carbon, climate
resilient (LCR)
infrastructure and other
green sectors
Establish the Bank City of
Bozeman Local EDOs
B. Advocate for an MSU Agriculture Department
initiative to create innovation hub for Western US that aligns research with agriculture producers and advances
precision agriculture
Action
Objective 3.3: Foster a culture focused on climate change resilience
E. Explore the creation of a regional non-profit Green Bank for funding new climate resilient infrastructure.
https://greenbanknetwork.org/what-is-a-green-bank-2/
IRA may capitalize a national
Green Bank that could fund the
regional bank through grants or
loans.
EDA, Department of Agriculture, IRAD. Explore the development of private incubator that supports the defined Climate Technology cluster.
Notes and/or Potential
Resources
Staff time
A. Develop a Climate Technology industry group to
identify existing companies, barriers to growth, and
workforce needs. This information will define the Climate
Technology industry unique to Gallatin Valley.
Climate Technology is a broad
field that includes data analytics,
construction materials, carbon
sequestering, agriculture
production methods, etc. One
"lane" should be defined for GV
to make progress.
C. Explore the development of a program that supports
and promotes new startup companies (e.g. awards and
small grant award) in the defined Climate Technology
cluster.
CDBG, Venture Capital,
Foundations
284
ECONOMIC VITALITY ADVISORY BOARD WORK PLAN 2022 & 2023
Focus Area 1: Economic Development
WP Item
Description:
Strategic Priorities
Connection:
Board Time
Commitment:
Staff Time
Commitment: Schedule: Budget
Impact:
Economic
Development
Strategy Update
An Innovative
Economy 8-9 months 10- 11
months
Underway
Dec 2021 –
Sept 2022
$100,000
Focus Area 2: Community Housing – AHO, Short Term Rental Restrictions, Near Term
Code updates (CH related sections only), Consolidated Plan, UDC overhaul (CH
related sections only)
WP Item
Description:
Strategic Priorities
Connection:
Board Time
Commitment:
Staff Time
Commitment: Schedule: Budget
Impact:
Affordable Housing
Ordinance Update
A Well Planned
City 1 year 1 year April 2022 $139,980
Short Term Rental
Restrictions
City Commission
Priorities 2022 1 year 1 year unknown unknown
Near Term Code
Updates
(Community Housing
related sections
only)
A Well Planned
City 1 year
1 year
Q4 2022
unknown
Consolidated Plan A Well Planned
City 1 year 1 year unknown unknown
UDC Overhaul
(Community Housing
related sections
only)
City Commission
Priorities 2022 1 year
1 year
unknown
$500,000
estimated
Focus Area 3: Diversity Equity and Inclusion (DE&I)
WP Item
Description:
Strategic Priorities
Connection:
Board Time
Commitment:
Staff Time
Commitment: Schedule: Budget
Impact:
DE&I Action Plan
Recommendation
A Safe Welcoming
Community 16 months 16 months
–January
2022-Spring
2023
$50,000
Cities for CEDAW City Commission
Priorities 2022 6 months 6 months unknown unknown
Focus Area 4: Public Art
WP Item
Description:
Strategic Priorities
Connection:
Board Time
Commitment:
Staff Time
Commitment: Schedule: Budget
Impact:
285
Help establish the
Municipal Percent
for the Arts Program
process
A Creative
Learning Culture 6 -9 months 6 - 9 months unknown
1% of a
facility
construction
budget
286
Bozeman Economic Vitality Board Meeting Minutes, May 3, 2023
Page 1 of 4
THE ECONOIMC VITAILITY BOARD MEETING OF BOZEMAN, MONTANA
MINUTES
May 3, 2023
Present: Sara Savage, Craig Ogilvie, Danielle Rogers, John Carey, Katharine Osterloth, Christopher
Coburn, Will Shepherd
Absent: None
Excused: None
A) 00:01:02 Call to Order - 6:00 PM
B) 00:01:50 Disclosures
• Danielle Rogers disclosed her work with the CEDAW task force.
C) 00:02:38 Changes to the Agenda
• There were changes to the agenda.
D) 00:02:42 Public Service Announcements
• There were no public service announcements.
E) 00:02:47 Approval of Minutes
E.1 00:02:52 Approval of April 5, 2023 Economic Vitality Board Meeting Minutes
040523 EVB Minutes.pdf
00:03:04 Motion to approve the April 5, 2023 Economic Vitality Board Meeting Minutes.
Sara Savage: Motion
Danielle Rogers: 2nd
00:03:13 Vote on the Motion to approve the April 5, 2023 Economic Vitality Board Meeting Minutes. The
Motion carried 6 - 0.
Approve:
Sara Savage
287
Bozeman Economic Vitality Board Meeting Minutes, May 3, 2023
Page 2 of 4
Craig Ogilvie
Danielle Rogers
John Carey
Katharine Osterloth
Will Shepherd
Disapprove:
None
F) 00:03:32 Consent Items
• There were no consent items.
G) 00:03:37 Public Comments
• There were no general public comments.
H) 00:04:25 Special Presentations
• There were no special presentations.
I) 00:04:34 Action Items
I.1 00:04:40 Review of Resolution 5443, the City of Bozeman's 2023 Economic
Vitality Strategy and Commission Recommendation
Resolution 5443 Adoption of the 2023 Economic Vitality Strategy.pdf
Bozeman Economic Vitality Strategy with Arts 04.25.23 FINAL Complete Document.pdf
EVS Climate Change Elements_041023.pdf
00:04:51 Economic Development Director Brit Fontenot presented the new components of the
Strategy.
00:13:28 Questions of Staff
00:37:50 Public Comment
00:38:14 Lei-Anna Bertlesen, public comment
• Lei-Anna Bertlesen commented in support of DEI representation in the arts section of the
matrix.
00:39:27 Jan Strout, public comment
• Jan Strout commented on the use of arts and culture in educating the community on social
change and history.
00:44:57 Motion to approve as amended: I move to recommend the approval of Resolution 5443,
adopting the 2023 Economic Vitality Strategy, to the Bozeman City Commission with the following
amendment - changing Action 2.3 (B) to Convene an arts industry council with broad representation
including BIPOC, women and other marginalized groups to leverage all the arts organizations to
implement the goals and objectives of the EVS, DEI initiatives, and 1% arts program.
288
Bozeman Economic Vitality Board Meeting Minutes, May 3, 2023
Page 3 of 4
Craig Ogilvie: Motion
Sara Savage: 2nd
00:46:12 Discussion
00:49:50 Vote on the Motion to approve as amended I move to recommend the approval of Resolution
5443, adopting the 2023 Economic Vitality Strategy, to the Bozeman City Commission with the following
amendment - changing Action 2.3 (B) to Convene an arts industry council with broad representation
including BIPOC, women and other marginalized groups to leverage all the arts organizations to implement
the goals and objectives of the EVS, DEI initiatives, and 1% arts program. The Motion carried 6 - 0.
Approve:
Sara Savage
Craig Ogilvie
Danielle Rogers
John Carey
Katharine Osterloth
Will Shepherd
Disapprove:
None
J) 00:50:24 FYI/Discussion
J.1 00:50:29 Update on Bozeman as a City for CEDAW (Convention of the Elimination
of Discrimination Against Women)
CEDAW Report and Recommendations on Women and Girls - 2019 UPDATED Format.pdf
Status of the ERA - backgrounder March 7, 2023.docx
UN-Women-Flagship-programme-Safe-cities-public-spaces-en (3).pdf
00:50:37 Jan Strout and Lei-Anna Bertlesen presented the update on Bozeman as a City for
CEDAW.
01:13:05 Questions / Discussion
J.2 01:41:50 Vision Statements Work Session - Belonging in Bozeman Equity &
Inclusion Plan
01:42:21 Dani Hess presented the work session.
01:54:29 Discussion
01:54:57 Chair Osterloth extended the meeting until 8:10pm.
02:08:55 Craig Oglivie announced university commencement next week.
K) 02:09:28 Adjournment
289
Bozeman Economic Vitality Board Meeting Minutes, May 3, 2023
Page 4 of 4
290
Memorandum
REPORT TO:City Commission
FROM:Mike Maas, City Clerk
Kira Peter, Assistant City Manager
Jeff Mihelich, City Manager
SUBJECT:Appointment to the Transportation Board
MEETING DATE:June 6, 2023
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:I move to appoint Rio Roland to the Transportation Board for a term ending
December 31, 2026.
STRATEGIC PLAN:1.2 Community Engagement: Broaden and deepen engagement of the
community in city government, innovating methods for inviting input from
the community and stakeholders.
BACKGROUND:The Transportation Board has one position available due to a resignation.
The City Clerks' Office posted the vacant position online and ran a legal ad in
the Bozeman Daily Chronicle. Applications were open and accepted until
May 14, 2023. One application was received.
UNRESOLVED ISSUES:None
ALTERNATIVES:As per the Commission
FISCAL EFFECTS:None
Attachments:
Rio Roland.pdf
Report compiled on: December 28, 2022
291
From:City of Bozeman, MT
To:Agenda
Subject:*NEW SUBMISSION* Citizen Advisory Board Application
Date:Friday, May 5, 2023 4:19:34 PM
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you
recognize the sender and know the content is safe.
Citizen Advisory Board Application
Submission #:2415870
IP Address:71.15.194.8
Submission Date:05/05/2023 4:19
Survey Time:19 minutes, 47 seconds
You have a new online form submission.
Note: all answers displaying "*****" are marked as sensitive and must be viewed after your login.
Read-Only Content
Applicant Information
Full Name
Rio Roland
Residential Address
1122 S Cedarview Dr
Bozeman, MT 59715
Primary Phone
7733307239
Additional Phone
4065952743
Current Occupation
Sr Resource Analyst - Wind Energy
Employer
Innergex Renewable Energy
Email
riowroland@outlook.com
Which position are you applying for?
Transportation Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
292
How long have you lived in the Bozeman Area?
1-5 years
Have you ever served on a City or County Board or Commission?
No
Where, how long, and what Board?
Please describe your professional and personal experiences, interest, and qualifications that make you a good fit
for this board.
This position interests me because I want to contribute my skills and experience in planning, GIS, and the diversity of
places I have been to enhance the livability and sustainability of a place I dearly love. I have a Masters in Planning
from the U of Minn. I worked with the Institute for Sustainable Development in Warsaw to refine sustainability
indicators for large Polish cities and my master’s research was on bicycle lane design. Currently, I design and do
engineering of windfarms.
The City of Bozeman strongly values diversity, equity and inclusion (DEI). Describe any efforts you have engaged
in to expand your understanding of DEI.
I'm gay and came out in the late 1990's. As such, I have great empathy for underrepresented and, sadly once again,
scorned populations. I've also lived in diverse neighborhoods in Minneapolis and Chicago and have seen the
struggles minorities and economically disadvantaged people must contend with in transportation. The spatial
disparities in Bozeman between jobs and affordable residences are striking and including those affected is key to
success.
References
Read-Only Content
Reference #1 Full Name
Molly McCartney
Phone
6122208132
Email
molly.mccartney@State.mn.us
Section Break
Reference #2 Full Name
Julia Shaida
Phone
4062097143
Email
juliashaida1@gmail.com
The Bozeman City Charter, voted in by the citizens of Bozeman in 2008, requires annual ethics training. If
appointed, do you understand you will be expected to take online and in person ethics training?
Yes
How did you hear about this board or vacancy?
I was forwarded the announcement from a friend Chris Shaida.
Is there any other information that you feel we need to know?
I am an avid and absolutely passionate fly-fisherman! Hence I love Bozeman and I want to contribute all I can to
making it a better place to live. I was born and raised in ND and am extremely proud of the values it instilled in me. I
293
have lived in a multitude of places and I have a wealth of urban design knowledge from all these places: Madison,
Mpls, Warsaw, Chicago, Austin, San Diego, Corvallis, Fargo, & Denver. I have a 5 yo Yorkie/Jack Russell named
Beyonce (BeBe) and she is the bomb!
Read-Only Content
Thank you,
City Of Bozeman
This is an automated message generated by Granicus. Please do not reply directly to this email.
294