HomeMy WebLinkAbout12-17-24 City Commission Agenda and Packet MaterialsA. Call to Order - 6:00 PM - Commission Room, City Hall, 121 North Rouse
B. Pledge of Allegiance and a Moment of Silence or Mindfulness
C. Changes to the Agenda
D. Authorize Absence
D.1 Authorize the Absence of Commissioner Jennifer Madgic (Newby)
E. FYI
F. Commission Disclosures
G. Consent
THE CITY COMMISSION OF BOZEMAN, MONTANA
REGULAR MEETING AGENDA
Tuesday, December 17, 2024
How to Participate:
If you are interested in commenting in writing on items on the agenda please send an email to
comments@bozeman.net or visit the Public Comment Page prior to 12:00 p.m. on the day of the
meeting. At the direction of the City Commission, anonymous public comments are not distributed to
the City Commission or staff.
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.
This meeting will be held both in-person and also using an online video conferencing system. You
can join this meeting:
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Click the Register link, enter the required information, and click submit.
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Consider the Motion: I move to authorize the absence of Commissioner Jennifer Madgic
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G.1 Accounts Payable Claims Review and Approval (Edwards)
G.2 Formal Cancellation of the December 24, and December 31, 2024 Regular City Commission
Meetings(Maas)
G.3 Authorize the Mayor to sign the Mutual Release and Settlement Agreement in Montana
Civil Contractors v. City of Bozeman, et al., DV-21-1101B(Giuttari)
G.4 Authorize the Mayor to sign the Findings of Fact and Order for the Turnrow Subdivision
Preliminary Plat, Application 23366 (Quasi-Judicial)(Garber)
G.5 Authorize the City Manager to sign the Notice of Award for the Sourdough Creek Intake
Improvements project, to CK May Excavating, Inc., for Schedule 1, 2 and 3 and Additive
Alternate 1 in the amount of $4,477,000.00, and final contract documents once
received(Murray)
G.6 Authorize the City Manager to sign a Professional Services Agreement with The Nest
Collective, LLC for the Sustainable Management Program Education and Outreach(Ross)
G.7 Authorize the City Manager to sign Amendment 2 to the Professional Services Agreement
with Advanced Engineering and Environmental Services, LLC for engineering services to
design the Phase I Rehabilitation Improvements to the City's Sourdough Water Storage
Tank(Nielsen)
G.8 Authorize the City Manager to Sign Amendment 4 to the Professional Services Agreement
with Cushing Terrell for Swim Center Engineering and Architectural Services(Ziegler)
G.9 Resolution 5665, a Resolution of the City Commission of the City of Bozeman, Montana,
Confirming the Appointment of Police Officers in Accordance with Montana Code
Annotated 7-32-4108 and 7-32-4113(Veltkamp)
G.10 Resolution 5669 Prescribing Form and New Numbering Sequence for Bozeman City
Commission Resolutions and Ordinances(Maas)
H. Public Comment on Non-agenda Items Falling Within the Purview and Jurisdiction of the
Commission
I. Action Items
I.1 Public Hearing on Protests for Special Improvement District (SID) 789 and Adoption of
Resolution 5648 - a Resolution of the Bozeman City Commission to Create SID Number 789
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 state whether you are a resident of the city or a
property owner within the city 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.
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for the Purpose of Undertaking Certain Wastewater Improvements to Annexed Properties of
the Riverside Community(Gamradt)
I.2 Resolution 5664, Adopting 2024 Wastewater Collection System Facility Plan Update (Kohtz)
I.3 Resolutions for the Reestablishing and Agreement Extensions of Meadow Creek Payback
Districts for Sewer, Water and Traffic Signal Improvements(Lehigh)
J. Work Session
J.1 Climate Plan Annual Report Work Session(Meyer)
K. Appointments
K.1 Appointment of City Representative to the Gallatin Valley Urban Transit District
Board(Maas)
K.2 Appointments to the Urban Parks and Forestry Board (Newby)
K.3 Appointments to the Transportation Board(Maas)
K.4 Appointments to the Sustainability Board(Newby)
K.5 Appointments to the Economic Vitality Board(Newby)
Consider the Motion: After incorporating the information and findings in the staff memorandum, oral
findings made by the Commission during the public hearing, information and findings contained in the
proposed resolution, and after considering public comment and hearing all protests and finding them
to be insufficient under law to bar further proceedings, I hereby move to adopt Resolution 5648
creating Special Improvement District number 789 for the purpose of financing wastewater
improvements to annexed properties of the Riverside Community
Consider the Motion: Having considered the staff presentation and materials provided, I hereby move
to adopt Resolution 5664, adopting the 2024 Wastewater Collection System Facility Plan Update.
Consider the Motion: I move to approve the resolutions to reestablish and extend the Meadow Creek
Payback Agreements for Sewer, Water and Traffic Signal Improvements each for a period of 20 years.
Consider the Motion: I move to appoint Commissioner Emma Bode to the Gallatin Valley Urban Transit
District Board
Consider the Motion: I move to appoint up to four members to the Urban Parks and Forestry Board to
a term ending December 31, 2026.
AND
I move to appoint [INSERT NAME] as the Vice-chair.
Consider the Motion: I move to appoint up to two members to the Transportation Board for terms
ending December 31, 2028.
Consider the Motion: I move to appoint up to three members to the Sustainability Board to terms
ending December 31, 2026.
AND
I move to appoint ______ as Chair of the Sustainability Board.
Consider the Motion: I move to appoint up to three members to the Economic Vitality Board to a term
ending December 31, 2026.
AND
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K.6 Appointment to the Community Development Advisory Board(Newby)
L. FYI / Discussion
M. Adjournment
I move to appoint [INSERT NAME] as the Chair, and [INSERT NAME] as the Vice-chair of the Economic
Vitality Board.
Consider the Motion: I move to appoint up to four at-large members to the Community Development
Board for terms ending December 31, 2027.
City Commission meetings are open to all members of the public. If you have a disability that
requires assistance, please contact our ADA Coordinator, David Arnado, at 406.582.3232.
Commission meetings are televised live on cable channel 190 and streamed live on our Meeting
Videos Page.
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Memorandum
REPORT TO:City Commission
FROM:Alex Newby, Deputy City Clerk
Mike Maas, City Clerk
SUBJECT:Authorize the Absence of Commissioner Jennifer Madgic
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Administration
RECOMMENDATION:Consider the Motion: I move to authorize the absence of Commissioner
Jennifer Madgic
STRATEGIC PLAN:1.1 Outreach: Continue to strengthen and innovate in how we deliver
information to the community and our partners.
BACKGROUND:Commissioner Jennifer Madgic notified Mayor Cunningham of the intended
absence.
UNRESOLVED ISSUES:None.
ALTERNATIVES:None.
FISCAL EFFECTS:None.
Report compiled on: December 11, 2024
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Memorandum
REPORT TO:City Commission
FROM:Nicole Armstrong, Accounts Payable Clerk
Rhonda Edwards, Accounts Payable Clerk
Aaron Funk, City Controller
Melissa Hodnett, Finance Director
SUBJECT:Accounts Payable Claims Review and Approval
MEETING DATE:December 17, 2024
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. Please provide approval for
checks dated December 18th, 2024.
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: August 21, 2024
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Memorandum
REPORT TO:City Commission
FROM:Alex Newby, Deputy City Clerk
Mike Maas, City Clerk
SUBJECT:Formal Cancellation of the December 24, and December 31, 2024 Regular
City Commission Meetings
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Administration
RECOMMENDATION:Approve cancelling the December 24, and December 31, 2024 Regular City
Commission Meetings.
STRATEGIC PLAN:1.1 Outreach: Continue to strengthen and innovate in how we deliver
information to the community and our partners.
BACKGROUND:The Mayor has decided not to meet on December 24, and December 31,
2024. Per Bozeman Municipal Code Sec. 2.02.070.A.4, the Mayor or majority
of the Commission may cancel a regular meeting if not business is scheduled
for that meeting. This item formalizes this decision to cancel the meeting.
UNRESOLVED ISSUES:None
ALTERNATIVES:As determined by the City Commission.
FISCAL EFFECTS:None.
Report compiled on: December 12, 2024
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Memorandum
REPORT TO:City Commission
FROM:Jennifer A. Giuttari, Assistant City Attorney
Greg Sullivan, City Attorney
SUBJECT:Authorize the Mayor to sign the Mutual Release and Settlement Agreement
in Montana Civil Contractors v. City of Bozeman, et al., DV-21-1101B
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Agreement - Legal
RECOMMENDATION:Move to authorize the Mayor to sign the Mutual Release and Settlement
Agreement in Montana Civil Contractors v. City of Bozeman, et al., DV-21-
1101B.
STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and
maintenance for existing and new infrastructure.
BACKGROUND:In approximately 2019 and 2020, the City replaced a section of Durston Road
between Flanders Mill Road and Fowler Avenue (“Project”). The City
contracted with Montana Civil Contractors, Inc. ("MCC") to perform
construction work on the Project (“MCC Contract”) and contracted with
Robert Peccia & Associates, Inc. ("RPA") to provide certain design and
construction administration services to the Project.
During the Project, certain disputes arose between MCC, the City and RPA
concerning the suitability of the work performed by MCC. MCC contends
that the City and RPA delayed the Project and caused MCC to incur costs and
other damages as a result of their allegedly deficient road designs, failures to
locate utilities, failures to timely reject certain gravels and other materials on
the Project, and other alleged acts, errors, and omissions. The City and RPA
deny and dispute these allegations.
The disputes between the Parties resulted in MCC filing a lawsuit against the
City, and RPA known as Montana Civil Contractors, Inc. v. City of Bozeman ,
DV-21-1101B (Mont. 18th Jud. Dist. Ct.) (“Lawsuit”).
On November 20, 2024, the Parties attended mediation. The Parties agreed
to a mediator-recommended agreement to resolve all disputes, claims, and
causes of action between them related in any way to the Project. The
attached Settlement Agreement and Mutual Release memorializes the
Parties mediated agreement. The settlement amount that the City is
responsible for will be paid out of the Arterial & Collector Capital
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Infrastructure fund.
UNRESOLVED ISSUES:None.
ALTERNATIVES:None recommended.
FISCAL EFFECTS:Under the terms of the Settlement Agreement, the City is responsible for
paying $87,500 within 30 days of the effective date of the Settlement
Agreement. RPA and/or RPA’s insurance carrier will also pay $87,500 to MCC
within 30 days of the Effective Date of this Agreement.
Attachments:
1. MCC District Court Complaint.pdf
5. Defendant City of Bozeman's Answer to Complaint and
Demand for J.pdf
MCC-BZN-RPA Settlement Agreement Final.pdf
Report compiled on: December 3, 2024
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Settlement Agreement and Mutual Release - 1
SETTLEMENT AGREEMENT AND MUTUAL RELEASE
This Settlement Agreement and Mutual Release (“Agreement”) is effective as of the date
all parties have signed this agreement (“Effective Date”) and is made by and between Montana
Civil Contractors, Inc. (“MCC”), the City of Bozeman (“City”), and Robert Peccia & Associates,
Inc. (“RPA”) (collectively the “Parties” or individually a “Party”).
RECITALS
A. In approximately 2019 and 2020, the City replaced a section of Durston Road
between Flanders Mill Road and Fowler Avenue (“Project”). The City contracted MCC to
perform construction work on the Project (“MCC Contract”) and contracted RPA to provide
certain design and construction administration services to the Project (“RPA Contract”).
B. During the Project, certain disputes arose between MCC, the City and RPA
concerning the suitability of the work performed by MCC, and MCC contends that the City and
RPA delayed the Project and caused MCC to incur costs and other damages as a result of their
allegedly deficient road designs, failures to locate utilities, failures to timely reject certain
gravels and other materials on the Project, and other alleged acts, errors, and omissions. The
City and RPA deny and dispute these allegations.
C. The disputes between the Parties resulted in MCC filing a lawsuit against the City,
and RPA known as Montana Civil Contractors, Inc. v. City of Bozeman, DV-21-1101B (Mont.
18th Jud. Dist. Ct.) (“Lawsuit”).
D. The Parties have reached an agreement to resolve all disputes, claims, and causes
of action between them related in any way to the Project; related in any way to the MCC
Contract or the RPA Contract; related in any way to the allegations and disputes identified in
paragraphs A through C, above; that have been or could have been asserted by the Parties in the
Lawsuit; or for defense or indemnification related in any way to the Lawsuit or the Project
(“Settled Matters”).
NOW, THEREFORE, in consideration of the mutual promises and covenants contained
herein, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as
follows:
1. Incorporation of Recitals. The foregoing recitals in paragraphs A through D of this
Agreement are contractual and are hereby incorporated by reference.
2. Settlement Sum. The City shall pay $87,500 to MCC within 30 days of the
Effective Date of this Agreement. RPA and/or RPA’s insurance carrier shall pay $87,500 to MCC
within 30 days of the Effective Date of this Agreement.
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Settlement Agreement and Mutual Release - 2
3. Mutual Release. For and in consideration of the covenants and conditions
expressed herein, all of which are acknowledged by the Parties as being good and valuable
consideration, each Party fully and forever releases and discharges the other Parties and each of
the other Parties’ heirs, personal representatives, successors, assigns, agents, members, partners,
shareholders, principals, officers, officials, commissioners, directors, employees, insurers, and
attorneys from any and all actions, claims, causes of action, demands, or expenses for damages
or injuries, whether asserted or unasserted, known or unknown, foreseen or unforeseen, arising
out of the Settled Matters.
4. Future Damages. Inasmuch as the injuries, damages, and losses resulting from
Settled Matters may not be fully known and may be more numerous or more serious than it is
now understood or expected, the Parties agree, as a further consideration of this Agreement, that
this Agreement applies to any and all injuries, damages, and losses resulting from the Settled
Matters, even though now unanticipated, unexpected and unknown, as well as any and all
injuries, damages and losses which have already developed and which are now known or
anticipated.
5. Entire Sum: The Parties acknowledge and agree that payment of the Settlement
Sum constitutes the entire sum to be paid in exchange for the release set forth in Paragraph 3 of
this Agreement, that the consideration set forth herein is real and not merely a recital, and that it
is the Parties’ intent to fully and completely settle and compromise all disputes between them
upon delivery of the Settlement Sum to MCC’s attorneys.
6. Stipulation for Dismissal with Prejudice. The Parties stipulate and agree that their
attorneys of record shall dismiss the Lawsuit with prejudice, as fully settled upon the merits. The
Parties shall bear their respective costs and attorney’s fees.
7. No Admission of Liability. It is understood that the consideration and covenants
expressed herein are accepted as the sole consideration for full satisfaction and accord to
compromise a dispute, and that neither the payment of the consideration, entry of this
Agreement, nor the negotiations for this Agreement shall be considered an admission of liability.
8. No Additional Claims. The Parties, as releasors of each other, represent that no
additional claims are contemplated against any other party potentially liable for the losses,
damages, and injuries for which the releases in this Agreement are given. In the event any Party
makes an additional claim which directly or indirectly results in additional liability exposure to
any of the Parties, as releasees, for the losses, injuries, and damages for which this Release is
given, the Party making such claim covenants and agrees to indemnify and save the other
released Parties harmless from all such claims and demands, including reasonable attorneys’ fees
and all other expenses necessarily incurred.
9. Apportionment of Settlement Sum. The Settlement Sum made under Paragraph 2
shall be apportioned by MCC among any attorneys, individuals, companies, or employees, who
may have valid liens or rights of subrogation or reimbursement to the Settlement Sum, and MCC
agrees to indemnify the City and RPA from and against all such claims by such parties, including
payment of attorneys’ fees and costs.
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Settlement Agreement and Mutual Release - 3
10. Taxability of Consideration. The Parties do not make any warranty,
representation, or promise, in any respect, regarding the taxability of the consideration for this
Agreement. It is hereby expressly understood and agreed that each Party is fully and exclusively
responsible for complying with the tax laws of the United States or any State and that none of the
Parties will make any claim or demand on the other Party in the future regarding the issue of
taxability of the consideration to be exchanged hereunder.
11. Attorney’s Fees. In any court action to enforce this Agreement or otherwise
arising out of this Agreement, the prevailing party shall be entitled to recover the prevailing
party’s reasonable attorney’s fees and costs.
12. Entire Agreement. The Parties acknowledge that they each have had the
opportunity to obtain advice from counsel of their own choosing prior to entering this
Agreement, that they enter into the Agreement with full knowledge and understanding of its
terms, and that they understand the Agreement is a binding legal document that cannot be revised
except with the written agreement of all Parties. The Parties further acknowledge that this
Agreement sets forth the entire agreement between the Parties, that all previous discussions or
negotiations concerning settlement or release of the Settled Matters are hereby merged within
this document, and that there have been no representations or agreements between the Parties,
other than those expressly set forth herein, that induced the parties to execute this Agreement.
13. Joint Authorship. This Agreement is the product of negotiations between the
Parties. This Agreement shall be deemed to have been drafted by the Parties jointly, and any
ambiguity herein shall not be construed for or against any party.
14. Authority. By signing this Agreement, each of the Parties represents and warrants
that it has full authority, corporate or individual to enter into this Agreement.
15. Severability: Each provision of this Agreement shall be considered severable and
if for any reason any provision which is not essential to the effectuation of the basic intent of this
Agreement is determined to be invalid, such invalidity shall not impair the operation of or effect
those provisions of this Agreement which are valid.
16. Multiple Counterparts. This Agreement may be executed in multiple counterparts
and shall have the same force and effect as if all signatures appeared on the same instruments.
17. Governing Law: This Agreement shall be governed by and interpreted in
accordance with the laws of the State of Montana.
[REMAINDER OF PAGE LEFT BLANK. SIGNATURE PAGE(S) FOLLOW.]
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Settlement Agreement and Mutual Release - 4
DATED this ___ day of ____________________, 2024.
MONTANA CIVIL CONTRACTORS, INC.
By:
Its:
DATED this ___ day of ____________________, 2024.
CITY OF BOZEMAN
By:
Its:
DATED this ___ day of ____________________, 2024.
ROBERT PECCIA & ASSOCIATES
By: Craig Jenneskens
Its: President
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Memorandum
REPORT TO:City Commission
FROM:Danielle Garber, Associate Planner
Brian Krueger, Development Review Manager
Erin George, Interim Community Development Director
SUBJECT:Authorize the Mayor to sign the Findings of Fact and Order for the Turnrow
Subdivision Preliminary Plat, Application 23366 (Quasi-Judicial)
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Community Development - Quasi-Judicial
RECOMMENDATION:
Approve and authorize the Mayor to sign the Findings of Fact and Order for
the Turnrow Subdivision Preliminary Plat to Subdivide 114.68 acres to create
146 buildable lots and 20 restricted development lots, 16 open space lots,
and 2 city park lots with easements and associated right of way.
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 Department of Community Development received a Preliminary Plat
Application on February 8, 2024 requesting to subdivide 114.68 acres to
create 146 buildable lots and 20 restricted development lots, 16 open space
lots, and 2 city park lots with easements and associated right of way. The
subject property is zoned REMU (Residential Emphasis Mixed Use),
On September 17, 2024 the Development Review Committee (DRC) found
the application sufficient for continued review and recommends the
conditions and code provisions identified in this report. No waivers were
granted with the pre-application plan review on September 28, 2023. Please
see the Findings of Fact for analysis of the review criteria.
The Community Development Board acting in their capacity as the Planning
Board considered the application and provided a recommendation of
approval on November 4, 2024. No public comment was received at the
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meeting. There were no questions to staff, and no discussions regarding the
proposed subdivision. A motion to recommend approval of the subdivision
was passed 8-0.
This subdivision meets the criteria for review under 76-3-616 Montana Code
Annotated (MCA) - Exemption for Certain Subdivisions. This statute exempts
this subdivision from the public hearing requirement. Per BMC 38.240.100
the final decision for this preliminary plat must be made within 80 working
days from sufficiency, or by January 15, 2025.
The City Commission held a public meeting to consider the application for
approval on November 19, 2024 at 6:00 pm. A video of the meeting is
available on the City's Streaming Video Archive. No public comment was
received. The motion to approve consent items G.1 to G.24 passed
unanimously.
UNRESOLVED ISSUES:None
ALTERNATIVES:As recommended by the City Commission
FISCAL EFFECTS:Fiscal impacts are undetermined at this time, but will include increased
property tax revenues from new development, along with increased costs to
deliver municipal services to the property. Impact fees will be collected at
the time of building permit issuance for individual buildings along with City
sewer and water connection fees.
Attachments:
23366 Findings of Fact.pdf
Report compiled on: November 27, 2024
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23366 Findings of Fact and Order for Turnrow Subdivision Page 1 of 40
23366 City Commission Findings of Fact and Order for the Turnrow
Subdivision Preliminary Plat
Public Meeting/Hearing Dates:
Planning Board meeting was held – Monday, November 4, 2024 at 6:00 pm.
City Commission meeting was held – Tuesday, November 19, 2024 at 6:00 pm
Project Description: A preliminary plat requesting to subdivide three lots zoned REMU into a
major subdivision for residential, commercial, park, and open space uses. 146 buildable
lots along the east side of the property are proposed with the phase 1 development that
totals 15.22 acres. 20 restricted development lots will require additional subdivision
review to west of Phase 1 and total 83.53 acres.
Project Location: Situated in the NE ¼ of Section 27, Township 1 South, Range 5 East,
Principal Meridian, City of Bozeman, Gallatin County, Montana. Addresses TBD,
southwest of the corner of East Valley Center Road and Davis Lane. Northwest of the
corner of Westlake Road and Davis Lane.
Staff Finding: The application conforms to standards and is sufficient for approval with
conditions and code provisions.
Recommended Planning Board Motion: Having reviewed and considered the application
materials, public comment, and all the information presented, I hereby adopt the findings
presented in the staff report for application 23366 and move for the Community
Development Board in its capacity as the Planning Board to recommend approval of the
subdivision with conditions and subject to all applicable code provisions.
Recommended City Commission Motion: Having reviewed and considered the application
materials, public comment, and all the information presented, I hereby adopt the findings
presented in the staff report for application 23366 and move to approve the subdivision
with conditions and subject to all applicable code provisions.
Report Date: November 27, 2024
Staff Contact: Danielle Garber, Senior Planner
Mikaela Schultz, Project Engineer
Agenda Item Type: Consent (Quasi-judicial)
EXECUTIVE SUMMARY
This report is based on the application materials submitted and public comment received to date.
The application materials are available in the City’s Laserfiche archive and may be accessed
through the Community Development viewer.
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23366 Findings of Fact and Order for Turnrow Subdivision Page 2 of 40
Unresolved Issues.
There are no unresolved issues with this application.
Project Summary
The Department of Community Development received a Preliminary Plat Application on
February 8, 2024 requesting to subdivide 114.68 acres to create 146 buildable lots and 20
restricted development lots, 16 open space lots, and 2 city park lots with easements and
associated right of way. The subject property is zoned REMU (Residential Emphasis Mixed
Use),
Proposed land uses for the subdivision are primarily residential in the form of 1-4 household
(single detached, duplex, triplex, and four-plexes) on individual lots, townhouses and rowhouses,
and multi-household (multi-family). Exhibit 7 below shows proposed uses over the entire
subdivision. Block 1 is intended for mixed use and commercial development and is included in
phase 1. Blocks 7, 14, and 20 along Valley Center Road are proposed as multi-household and are
currently restricted development lots subject to further subdivision review. 1-4 household and
townhouse/rowhouse development is proposed in blocks 2, 3, 4, 5, 6, 9, and 10 with phase 1.
Future phases in restricted development lots to the west of phase 1 are currently proposed as
single household detached and attached (1-4 household). Development of lots within the
subdivision will be subject to Bozeman Municipal Code (BMC) provisions at the time of
development for REMU Zoning.
Seven city park lots are proposed within the overall subdivision, with two parks proposed to be
constructed with phase 1. Park 1 in phase 1 totals 2.50 acres, and Park 2 totals 1.02 acres. The
sixteen (16) open space lots in phase 1 are proposed to facilitate stormwater retention, pedestrian
right-of-way, block frontage, guest parking, utilities, and watercourse and wetland buffers. A
park master plan is included under application document 004.
Five local streets are proposed within phase 1 of the subdivision. Quicksilver Road and
Gunsmoke Avenue are two north-south running local streets proposed with the subdivision.
Turnrow Trail, Durango Lane, and Westlake Road are the proposed east-west running local
streets. Westlake Road at the far south end and Davis Lane along the eastern boundary of the
subject property are proposed as modified or custom street sections to accommodate adjacent
unannexed property and the Cattail Creek watercourse. This design process was reviewed under
the authority of the Director of Transportation and Engineering per BMC 38.200.010.F for
modifications to the City’s street improvement standards in BMC 38.400.010. Improvements to
Davis Lane and East Valley Center Road are also required and proposed with the subdivision as
off-site improvements. East Valley Center Road is a Montana Department of Transportation
(MDT) urban route. Design of the East Valley Center Road improvements including the phase 1
proposed approaches, future approaches, a new traffic signal at the intersection with Davis Lane,
and a shared use path have been designed with input and preliminary approval from MDT which
can be found under application document 011.06. This preliminary approval letter requires final
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23366 Findings of Fact and Order for Turnrow Subdivision Page 3 of 40
design and traffic mitigations prior to final approval. MDT local agency guidelines require
preliminary design approval and permitting from MDT prior to installation and final plat
approval.
Four (4) sub phases are proposed within the phase 1 subdivision. Exhibit 4 contains the phasing
exhibit, which may also be viewed in application drawing 013. All phases, as indicated in the
exhibits, depict the proposed road, alley, stormwater, utility and the on and off-site infrastructure
shown in the plans to be phased. Sub phase 1.1 contains onsite and offsite infrastructure, and
development of blocks 1, 3, and 6 including the block 3 park, Turnrow Trail, and portions of
Gunsmoke Avenue and Quicksilver Road. Sub phase 1.2 contains block 2 and a portion of block
4, as well as portions of Gunsmoke Avenue and Durango Lane. Sub phase 1.3 includes the
reminder of block 4 and portions of Durango Lane. Sub phase 1.4 is the final sub phase in phase
1 and includes the remainders of Quicksilver Road, Durango Lane, and Gunsmoke Avenue, as
well as Westlake Road, and blocks 5, 9, and 10, and the remainder of block 4. Park 2 is also
included in sub phase 1.4. The applicant has requested concurrent construction. All
improvements must be installed prior to the issuance of a building permit for any lot within a
subdivision, except when concurrent construction is an identified purpose of the initial project
review and approved pursuant to the criteria established in subsection D of BMC 38.270.030.
Subsection D allows lots subject to site plan review to commence with vertical construction prior
to installation of required infrastructure with concurrent construction approval. Code provision 8
requires a no build restriction on any single household lots in phase 1.1 subject to sketch plan
review with final plat. Lots subject to site plan review may receive building permits with a
concurrent construction approval, following final site plan approval. The lot restrictions for lots
subject to sketch plan review may be lifted when the subdivision infrastructure has been
completed and accepted by the City per BMC 38.270.030.D.1.
Two jurisdictional watercourses and their associated wetlands and irrigation facilities are
impacted by the proposed subdivision. Cattail Creek crosses the northeast corner of the subject
property along Valley Center Road and Davis Lane, and an unnamed tributary to Buster Gulch is
in the southwest corner. A wetland delineation report is located in application documents under
document 012. Because these watercourses have downstream agricultural water users, and can be
classified as stream-ditches, code provision 16 requires that agricultural water user easements
meeting the requirements of BMC 38.410.060.D.1 be dedicated for the Cattail Creek ditch and
the southwest watercourse prior to final plat approval. Code provision 10 is also related to
agricultural water user facilities and provides conditions required to be satisfied prior to
culverting and other infrastructure installation. Per BMC 38.220.060.A.8 final approval of the
proposed use or discontinuance of each of the ditches shown on the preliminary plat from the
users must be submitted to the review engineer prior to infrastructure approval. In the
accompanying infrastructure set, there are two culverts serving an irrigation ditch that crosses
Davis Lane and Valley Center Road near the intersection of those two roads. The improvements
over the existing culvert in Davis lane and extension of the existing culvert in Valley Center
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Road must be approved by the ditch users. The applicant must contact the Gallatin County
Conservation District, Montana Department of Environmental Quality, and U.S. Army Corps of
Engineers regarding the proposed project and any required permits needed for impacting
watercourses and wetlands (i.e., 310, 404, Turbidity exemption, etc.). Any required permits must
be obtained by the applicant and provided to the Community Development Department prior to
construction and final plat approval. The City’s wetlands consultant reviewed the aquatic
resources delineation and functional assessment and found the reports to be sound with a
recommended code provisions for the application to obtain the required permits prior to
commencing any construction. Watercourse plantings as trees, shrubs, and native grass seed will
be provided for restoration where impacts are proposed for necessary infrastructure construction.
Further analysis of the is located below in the staff analysis section for Surface Water.
On September 17, 2024 the Development Review Committee (DRC) found the application
sufficient for continued review and recommends the conditions and code provisions identified in
this report.
The subdivider did not request any waivers or variances with this application. The City did not
receive any written public comment on the application as of the writing of this report.
The final decision for this preliminary plat must be made by January 15, 2025 or 80 working
days from the sufficiency date per BMC 38.240.100 and MCA 76-3-616 for exempt
subdivisions.
The Community Development Board acting in their capacity as the Planning Board considered
the application and provided a recommendation of approval on November 4, 2024. No public
comment was received at the meeting. There were no questions to staff, and no discussions
regarding the proposed subdivision. A motion to recommend approval of the subdivision was
passed 8-0.
The City Commission held a public meeting to consider the application for approval on
November 19, 2024 at 6:00 pm. A video of the meeting is available on the City's Streaming
Video Archive. No public comment was received. The motion to approve consent items G.1 to
G.24 passed unanimously.
Alternatives
1. Approve the application with the recommended conditions;
2. Approve the application with modifications to the recommended conditions;
3. Deny the application based on the Commission’s findings of non-compliance with the
applicable criteria contained within the staff report; or
4. Continue the public meeting on the application, with specific direction to staff or the
subdivider to supply additional information or to address specific items.
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TABLE OF CONTENTS
EXECUTIVE SUMMARY .........................................................................................................1
Unresolved Issues. ...........................................................................................................2
Project Summary .............................................................................................................2
Alternatives .....................................................................................................................4
SECTION 1 – MAP SERIES ......................................................................................................6
SECTION 2 – REQUESTED VARIANCES ............................................................................. 13
SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL ......................................... 13
SECTION 4 – CODE REQUIREMENTS ................................................................................. 13
SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS ........................................... 20
SECTION 6 – STAFF ANALYSIS and findings ....................................................................... 20
Applicable Subdivision Review Criteria, Section 38.240.150.B, BMC. .......................... 20
Documentation of compliance with adopted standards 38.220.060 ................................. 26
SECTION 7 - FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS ......................... 32
APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY .................................... 35
APPENDIX B –PROJECT DESCRIPTION .............................................................................. 39
APPENDIX C – NOTICING AND PUBLIC COMMENT ........................................................ 39
APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF ................................ 39
FISCAL EFFECTS ................................................................................................................... 39
ATTACHMENTS ..................................................................................................................... 39
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SECTION 1 – MAP SERIES
Exhibit 1 – Zoning
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Exhibit 2 – Future Land Use Map
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Exhibit 3 – Phase 1 Preliminary Plat (see all sheets in file)
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Exhibit 4 – Phasing Exhibit (see all sheets in file
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Exhibit 5 – Landscaping Plan (see all sheets in file)
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Exhibit 6 – Parks and Open Space
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Exhibit 7 – Land Use Plan
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SECTION 2 – REQUESTED VARIANCES
No variances are requested with this application.
SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL
Please note that these conditions are in addition to any required code provisions identified in this
report. These conditions are specific to this project.
Recommended Conditions of Approval:
1. The plat shall conform to all requirements of the Bozeman Municipal Code and the
Uniform Standards for Subdivision Plats (Uniform Standards for Certificates of Survey
and Subdivision Plats (24.183.1104 ARM) and shall be accompanied by all required
documents, including certification from the City Engineer that as-built drawings for
public improvements were received, a platting certificate, and all required and corrected
certificates. The Final Plat application shall include one (1) signed reproducible copy on a
3 mil or heavier stable base polyester film (or equivalent). The Gallatin County Clerk &
Recorders office has elected to continue the existing medium requirements of 1 mylar
with a 1 binding margin on one side for both plats and COSs. The Clerk and Recorder
will file the new Conditions of Approval sheet as the last same sized mylar sheet in the
plat set
2. The applicant shall submit with the application for Final Plat review and approval, a
written narrative stating how each of the conditions of preliminary plat approval and
noted code provisions have been satisfactorily addressed. This narrative shall be in
sufficient detail to direct the reviewer to the appropriate plat, plan, sheet, note, covenant,
etc. in the submittal.
SECTION 4 – CODE REQUIREMENTS
1. Sec. 38.100.080 – Compliance with regulations required. The applicant is advised that
unmet code provisions, or code provisions that are not specifically listed as conditions of
approval, does not, in any way, create a waiver or other relaxation of the lawful
requirements of the Bozeman Municipal Code or state law.
2. Sec. 38.220.020.A – Streambed, Streambank, and/or Wetlands Permits. The
applicant must contact the Gallatin County Conservation District, Montana Department
of Environmental Quality, and U.S. Army Corps of Engineers regarding the proposed
project and any required permits (i.e., 310, 404, Turbidity exemption, etc.). Any required
permits must be obtained by the applicant and provided to the Community Development
Department prior to construction and final plat approval.
3. Sec. 38.220.070.A.3 – Noxious Weeds. Prior to final plat approval, a memorandum of
understanding must be entered into by the weed control district and the developer. The
memorandum of understanding must be signed by the district and the developer prior to
final plat approval, and a copy of the signed document must be submitted to the
community development department with the application for final plat approval.
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4. Sec. 38.220.300, 310, and 320. Property Owners’ Association. Final Property owners’
association (POA) documents including covenants must be provided with the final plat
prior to being finalized and recorded. The POA documents must include the requirements
of BMC 38.220.300, 310, and 320 where applicable. Additionally based on the provided
documents revise and add the following.
a. Any section that requires construction of sidewalks needs to match the City's one
year requirement for financially guaranteeing sidewalks in BMC 38.270.060.D.2.
b. Page 22 states "All building heights, encroachments, etc. are governed by the
BMC and Turnrow Subdivision. Bozeman regulations in Sec. 38.530.404" this
code section does not exist and must be revised.
c. Pages 33 states “All landscaping must be maintained to the minimum standard
stated in The City of Bozeman ordinance (36.28.100)" this code section does not
exist and must be revised.
d. A section addressing agricultural uses of neighboring properties must be included
in the following form: "Lot owners and residents of the subdivision are informed
that adjacent uses may be agricultural. Lot owners accept and are aware that
standard agricultural and farming practices can result in dust, animal odors and
noise, smoke, flies, and machinery noise. Standard agricultural practices feature
the use of heavy equipment, chemical sprays and the use of machinery early in the
morning and sometimes late into the evening."
e. The applicant must provide a permanent funding source, such as the levying of
assessments against all properties within the development, for alley maintenance
where alleys in the development are designed to accommodate public utility lines
and other infrastructure. The alleys in the proposed subdivision functioning as
privately maintained public streets for the purposes of utility conveyance must
provide the required documentation detailed BMC 38.400.020.A.2 prior to final
plat approval.
5. Sec. 38.240.410 through 38.240.540 – Plat Certificates. The language contained in the
certificates on the final plat must follow the language in the corresponding certificates in
this code section.
6. Sec. 38.240.530 – Certificate of Water Related Improvements. Any well, including
equipment and associated permitting, used for public irrigation must be transferred to the
City or POA as applicable. A certificate of water related improvements is required per
Section 38.240.530. Any financially guaranteed water related improvements agreements
must include a warranty of workmanship.
7. Sec. 38.270.030.B & Sec. 38.270.030.D – Concurrent Construction. All improvements
must be installed prior to the issuance of a building permit for any lot within a
subdivision, except when concurrent construction is an identified purpose of the initial
project review and approved pursuant to the criteria established in subsection D of this
section. Concurrent construction approval is required prior to final plat approval.
a. Sec. 38.270.030.D - Prior to final plat approval the concurrent construction
phasing plan must be updated to include the Final Striping for East Valley Center
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Road and the final activation of the traffic signal at the Davis Lane and Valley
Center Road intersection with phase 1.1 required subdivision infrastructure.
8. Sec. 38.270.080.B – Nonfinancial securities. Lots shown on the plat that are subject to
sketch plan review (building permit only) in phase 1.1 are subject to an active no build
restriction. The lot restrictions may be lifted, only once the required subdivision
infrastructure for each phase has been completed and accepted by the City per BMC
38.270.030.D.1.A. The city will provide a no build restriction prior to final plat approval
9. Sec. 38.270.090 – Development or Maintenance of Common Areas and Facilities by
Developer and Property Owners’ Association.
a. The subdivisions stormwater maintenance plan must clearly state the following
condition. "The property owners association (Insert Final Property Owners
Association Name as recorded in the CC&Rs) shall be responsible for the
maintenance of all stormwater management facilities located outside of the public
right-of-way." The approved stormwater plan must be incorporated into the
property owners’ association documents and a copy of the documents
demonstrating the inclusion of the stormwater maintenance plan must be provided
prior to final plat approval.
b. The applicant must provide a maintenance plan for the dewatering system
including the maintenance plan in the property owners’ association documents
prior to final plat approval. The plan must include the long-term maintenance
instructions for the Properties Owners’ Association.
10. Sec. 38.360.280 – Agricultural water user facilities. Alterations to agricultural water
user facilities must be approved by all owners of the facility as required under MCA 70-
17-112. Documentation of the approval must be provided for the alterations of the
agricultural water user facilities prior to City infrastructure approval for the widening of
Davis Lane. Additionally, with the infrastructure submittal please identify the party
responsible for the maintenance of the culvert and provide a maintenance plan for the
pipe. If an entity other than the Owner/POA will be responsible, written approval for the
design and maintenance plan must be provided prior to scheduling of the pre-construction
conference.
11. Sec. 38.400.060 – Street Improvement Standards. Access Level of Service Standards.
Prior to final plat approval, the applicant must provide MDT approval for all
improvements within MDT right-of-way. This includes, but not limited to, the proposed
access at East Valley Center Road and Quicksilver Road, the proposed intersection
improvements at East Valley Center Road and Quicksilver Road, and the proposed
intersection improvements at East Valley Center Road and Davis Lane.
12. Sec. 38.400.110.A and 38.270.020.B.2.c – Transportation Pathways. The applicant
must construct the Valley Center Multimodal trail with phase 1.1 improvements. The
applicant may draft and submit for review, a payback agreement for the scope of work
associated with the trail improvement as requested. The applicant is advised that private
payback agreements that include City infrastructure must be submitted for transportation
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and engineering department review and be presented to the City Commission for
approval.
13. Sec. 38.400.070 – Street Lighting. Subdivision lighting special improvement lighting
district (SILD) information shall be submitted to the City and the district formed after
preliminary plat approval in hard copy and digital form. Any final plat application will
not be deemed complete until the resolution to create the SILD has been approved by the
City Commission. The initial adoption of the special improvement lighting district shall
include the entire area of the Phase 1 preliminary plat. The approval to create or annex to
an existing SILD must be granted prior to Final Plat Approval.
14. Sec. 38.400.090 - Access and Sec. 38.410.040 – Blocks. All pedestrian access easements
and open space lots used to mitigate block length and provide greenway corridor lot
frontage must be developed with landscaping and walkways prior to final plat approval
and cannot be deferred to adjacent property owners.
15. Sec. 38.410.060. - Easements. All Easements indicated below must be provided on city
standard easements templates. Drafts must be prepared for review and approval by the
city. Signed hard copies of the easements must be submitted to the City prior final plat
approval. The applicant may contact the review engineer to receive standard templates.
a. The final plat must provide all necessary utility easements and they must be
described, dimensioned and shown on each subdivision block of the final plat in
their true and correct location.
b. The applicant must submit for review and approval all easements which designate
space for public or private utilities that are not in the designated pubic right of
way, including but not limited to, the Water and Sewer pipeline easements
designated in the commercial space of Block 1, and Storm Water detention
system U-1 storm drainage easement. All such easements applicable to the spatial
orientation of utilities on the plat, which are not in public right of way, must be
reviewed, approved, executed by applicable owners and the City Commission,
and filed with the County Clerk and Recorders office prior to final plat approval.
c. A public right of way utility occupancy permit must be executed for the 15-storm
drain conveyance pipe connected to storm drain detention facility U-2 that crosses
the public water and sewer pipeline easement in the common open space. The
encroachment permit agreement must be approved and executed prior to final plat
approval.
d. All roads on the preliminary plat showing as future right of way must be
dedicated as easements and must be reviewed, approved, executed by applicable
owners, and the City Commission, and filed with the County Clerk and Recorders
office prior to phase 1.1 final plat approval.
e. The applicant must establish easements or another perpetual control (agreement)
to prevent encroachment or disruption of drainage ways or facilities. Please
provide reference to an access easement on the preliminary plat for maintenance
of storm drainage detention facility U-2 as summarized in the Storm Water
Design Report. The facility U-2 will be maintained by the POA and access must
be ensured as well as encroachment avoided for this facility by means of an
easement.
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16. Sec. 38.410.060.D – Easements for agricultural water user facilities. An agricultural
water user easement meeting the requirement of 38.410.060.D.1. must be dedicated for
Cattail Creek and the un-named tributary of Buster Gulch prior to final plat approval and
notice stating that the easements are subject to the requirements of Section 70-17-112,
MCA restricting interference with canal or ditch easements and that irrigation works are
subject to Section 85-7-2211 and 85-7-2212, MCA regarding duties and liability, per
38.410.060.D.6. The notice must include language to assure the duties are binding upon
all successors in interest and remain in effect until such time that the agricultural water
user facility is abandoned in accordance with the requirements of Montana Law or
alternative requirements are agreed to in writing by all applicable parties. The easements
must be prepared as documents separate from the final plat but may be referenced on a
final plat.
a. The developer's professional engineer must certify, prior to infrastructure
approval for the widening of Davis Lane and provide the certification with the
final plat application materials, that the water entering and exiting the realigned or
relocated agricultural water user facility is the same quality and amount of water
that entered or exited the facility
17. Sec. 38.410.070.A. – Municipal Water, Sanitary Sewer, and Storm Sewer System.
a. The Applicant’s engineer’s (HDR) Valley Center Lift Station design report
defines the need for the installation of a section of the Valley Center Lift Station
sewer force main in Phase 1.1 of the Turnrow Subdivision. The Applicant’s
concurrent construction plan indicates their intention to construct the portion of
the force main that runs through Block 1 of Phase 1.1; however, the Development
Agreement for Provision of Utilities and Affordable Housing (recorded as
document 2795883) provides the City required actions include constructing both
the Valley Center Lift Station and the supporting Valley Center force main. The
City has until December 31, 2026 to construct this infrastructure. The Applicant
may desire to seek final plat for Phase 1.1 prior to December 31, 2026. Due to the
Applicant’s proposed timing for final plat for Phase 1.1, if the Applicant would
like to be reimbursed for the construction of the section of the Valley Center
sewer force main within Phase 1.1, prior to final plat of Phase 1.1, the Applicant
must enter into an agreement with the City that would require the Applicant to
comply with the applicable requirements for the public procurement, bidding, and
construction process associated with construction of the Valley Center sewer
force main.
b. Prior to final plat approval of future phases outside of Phase 1 of the Turnrow
Preliminary Plat, the Valley Center Lift Station improvements, including the lift
station and sewer force main and related infrastructure, must be complete and
operational to service all lots that are not in the Phase 1.1-1.4 gravity drainage
footprint.
18. Sec. 38.410.130 - Water Adequacy. Per section 6 of the Annexation Agreement for the
subject property, any useful water rights including 41H-30153494 and Farmers Canal
shares, must be transferred to the City. The transferred rights will be used to offset the
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development's estimated demand. A water rights transfer agreement will need to be
finalized and executed prior to final plat approval.
a. The applicant is advised that since the issuance of the pre-determination letter, the
DNRC has changed its policy and applicants may no longer rely on pre-
determination. The DNRC will analyze projects to determine whether they may
be permitted at the time of filing of the Notice of Completion of Groundwater
Development (DNRC 602 Form). Establishment of the water right for wells
servicing public lands must be demonstrated and transfer completed prior to full
acceptance by the City.
19. Sec. 38.420.020 – Park area requirements, Sec. 38.420.030 – Cash donation in-lieu of
land dedication, and Sec. 38.420.080 – Park Development.
a. Cash-in-lieu of land dedication value is currently $2.65/sf. Final cash-in-lieu
value established at time of final plat approval. The applicant must update the
parkland tracking table to reflect the appraisal value in effect at the time of final
plat application.
b. A final park master plan and construction drawings are required prior to
requesting a preconstruction meeting and commencing park construction.
c. A park preconstruction meeting with the Park Division is required prior to any
site work. Applicants must provide the most recent park plans with revisions
redlined and request a meeting at least 30 days prior to commencement of
parkland construction.
d. The following note must be added the final plat: Snow removal from sidewalks
within parks that serve as primary egress from private lots is the responsibility of
the property owners’ association
e. Easements for trails within open space parcels must include agreement to utilize
citywide wayfinding and allow parks staff to install and/or repair wayfinding.
f. To ensure coordination when parks are being created by a multiphase
development, the entire parkland dedication must be accomplished at the time of
the phase 1 final plat. If necessary, this may be accomplished through the grant of
public access easements through restricted lots.
20. Sec. 38.550.060 – Landscaping and irrigation performance and design standards.
Compliance with the most recent version of the City of Bozeman Landscape and
Irrigation Performance and Design Standards Manual is required pursuant to this division
and chapter 40, article 2 of this Code. The applicant must demonstrate compliance with
final landscaping drawings per Sec. 38.220.070.
a. “City of Bozeman Landscape and Irrigation Performance and Design Standards
Manual" -3.2.2 - "Required Elements of the Landscape Design Plan for
Preliminary Plat" - Item 6) AND 3.2.1 - "Parking Lot Requirements" AND 3.2.1 -
"Tree Requirements Outside of Parking Lots and Boulevards" -Item 7) d) L000
contains a table showing the required and proposed number of trees. Boulevards
and parking lots, such as the one in O.S. 10, must follow parking lot tree
requirements instead of the manual's tree requirements. Trees in boulevards and
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parking lots do not count towards the manual's required number of trees.
Boulevards and parking lot areas are exempt from the square footage used to
calculate the number of required trees. Update the table to show the required and
provided number of trees in applicable open spaces at the final plat or prior to
installation (whichever occurs first) submittal.
b. "City of Bozeman Landscape and Irrigation Performance and Design Standards
Manual" - 3.3.1 - "Sprinklers/Overhead Irrigation" - Item 6). Overhead spray
irrigation is prohibited in areas less than eight feet wide. Open Spaces 6-10 and
12-15 all have areas under 8' wide that are irrigated by overhead spray. Remove
overhead irrigation from these areas and propose an alternative irrigation method
or adjust the site layout to accommodate overhead irrigation at the final plat or
prior to installation (whichever occurs first) submittal.
c. "City of Bozeman Landscape and Irrigation Performance and Design Standards
Manual" -3.3.2 - "Required Elements of the Irrigation System Design Plan for
Preliminary Plat" - Item 6) i). L602 - Note 10 calls out a weather/moisture sensor.
This information is missing on the plan. Include the sensor location on the plan at
the final plat or prior to installation (whichever occurs first) submittal.
d. "City of Bozeman Landscape and Irrigation Performance and Design Standards
Manual" -3.3.2 - "Required Elements of the Irrigation System Design Plan for
Preliminary Plat" - Item 3). Include assumed static pressure of wells at the final
plat or prior to installation (whichever occurs first) submittal.
e. "City of Bozeman Landscape and Irrigation Performance and Design Standards
Manual" - 3.1.3. Prior to commencing any work, the applicant must contact the
Water Conservation Division to schedule a pre-installation meeting.
f. "City of Bozeman Landscape and Irrigation Performance and Design Standards
Manual" - 3.2.2 - "Required Elements of the Landscape Design Plan for Final Plat
and Site Plan" - and 3.3.3 - "Required Elements of the Irrigation System Design
Plan for Final Plat or Site Plan". A landscape and irrigation plan(s) following the
requirements of these sections must be submitted and approved by the Water
Conservation Division at final plat or prior to installation (whichever occurs first).
21. Sec. 38.550.070 – Landscaping of Public Lands. The developer must at the time of
initial development install landscaping, boulevard trees and an irrigation system in city
rights-of-way boulevard strips and medians along all collector or arterial streets and all
streets adjacent to parks or open space areas prior to final plat approval. Prior to installing
landscaping in these areas, the developer must submit a landscaping and irrigation plan to
the city for review and approval. The landscape and irrigation plan must be prepared by a
qualified landscaping professional meeting the requirements of this division 38.550.
a. State rights-of-way. Landscaping must be installed along state rights-of-way, in
the same manner described in this section prior to final plat approval, provided
that the state department of transportation has reviewed and approved the
proposed landscaping plan. Maintenance of landscaping installed within the
boulevard portion of the state right-of-way is the responsibility of adjacent
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property owners unless a different responsibility is established by the
encroachment permit.
22. Sec. 38.600.150 – Floodplain analysis. The Flood Hazard Evaluation must be provided
with the infrastructure plan submittal, and updated as needed to reflect changes or
refinements to the proposed subdivision and infrastructure grading to ensure compliance
with the BMC 38.600 prior to final plat approval.
SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS
The Development Review Committee (DRC) determined the application was sufficient for
continued review and recommended approval with conditions on September 17, 2024.
Planning Board meeting was held - Monday, November 4, 2024 at 6:00 pm. A summary is
located above in the project summary, and a video of the meeting is available on the City’s
website. The Community Development Board in their capacity as the Planning Board voted 8-0
to recommend approval of the subdivision application.
The City Commission held a public meeting to consider the application for approval on
November 19, 2024 at 6:00 pm. A video of the meeting is available on the City's Streaming
Video Archive. No public comment was received. The motion to approve consent items G.1 to
G.24 passed unanimously.
SECTION 6 – STAFF ANALYSIS AND FINDINGS
Analysis and resulting recommendations are based on the entirety of the application materials,
municipal codes, standards, plans, public comment, and all other materials available during the
review period. Collectively this information is the record of the review. The analysis in this
report is a summary of the completed review.
Applicable Subdivision Review Criteria, Section 38.240.150.B, BMC.
In considering applications for subdivision approval under this title, the advisory boards and City
Commission shall consider the following:
1) Compliance with the survey requirements of Part 4 of the Montana Subdivision and
Platting Act
The preliminary plat was prepared in accordance with the surveying and monumentation
requirements of the Montana Subdivision and Platting Act by a Professional Engineer registered
in the State of Montana. As noted in the code requirements, the final plat must comply with State
statute, Administrative Rules of Montana, and the Bozeman Municipal Code.
2) Compliance with the local subdivision regulations provided for in Part 5 of the Montana
Subdivision and Platting Act
The final plat must comply with the standards identified and referenced in the Bozeman
Municipal Code. The subdivider is advised that unmet code provisions, or code provisions not
specifically listed as a condition of approval, do not, in any way, create a waiver or other
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relaxation of the lawful requirements of the Bozeman Municipal Code or State law. Sections 3
and 4 of this report identify conditions and code provisions necessary to meet all municipal
standards. The listed code requirements address necessary documentation and compliance with
standards. Therefore, upon satisfaction of all conditions and code corrections the subdivision will
comply with the subdivision regulations.
3) Compliance with the local subdivision review procedures provided for in Part 6 of the
Montana Subdivision and Platting Act
The Bozeman Planning Board public meeting and City Commission public meetings were
properly noticed in accordance with the Bozeman Municipal Code. Based on the
recommendation of the Development Review Committee (DRC) and other applicable review
agencies, as well as any public testimony received on the matter, the City Commission will make
the final decision on the subdivider’s request. Review of this subdivision was conducted under
the terms of 76-3-616 MCA as authorized in 38.240.100.
The Department of Community Development received a preliminary plat application on
February 8, 2024. The DRC reviewed the preliminary plat application and determined the
submittal did not contained detailed, supporting information that was sufficient to allow for the
continued review of the proposed subdivision.
A revised application was received on May 13, 2024. The DRC determined the application was
still not adequate for continued review.
A revised application was received on August 16, 2024. The DRC determined the application
was adequate for continued review September 17, 2024 and recommended conditions of
approval and the code corrections for the staff report.
The applicant posted public notice on the subject property on October 9, 2024. The applicant
sent public notice to all landowners of record within 200-feet of the subject property via first
class mail, on October 9, 2024. Per notes included the applicants public notice declaration form,
contact information was not able to be obtained for the adjacent Valley Center Subdivision Park
parcel since the property owners’ association is not currently active. The applicant provided
details for three individuals that reside or own property in the Valley Center Subdivision and
outreach was conducted in lieu of mailing a notice for the park space. The individual responsible
for maintenance of the park on a volunteer basis will be provided a public notice. No public
comment had been received on this application as of the writing of this report.
On October 30, 2024, a major subdivision staff report was completed and forwarded with a
recommendation of conditional approval for consideration to the Planning Board. A motion to
recommend approval of the subdivision was passed 8-0 on November 4, 2024
On November 7, 2024, a major subdivision staff report was completed and forwarded with a
recommendation of conditional approval for review by the City Commission. The motion to
approve consent items G.1 to G.24 passed unanimously on November 19, 2024.
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4) Compliance with Chapter 38, BMC and other relevant regulations
Community Development staff and the DRC reviewed the preliminary plat against all applicable
regulations and the application complies with the BMC and all other relevant regulations with
conditions and code corrections. This report includes Conditions of Approval and required code
provisions as recommended by the DRC for consideration by the City Commission to complete
the application processing for final plat approval. All municipal water and sewer facilities will
conform to the regulations outlined by the Montana Department of Environmental Quality and
the requirements of the Design Standards and Specifications Policy (DSSP) and the City of
Bozeman Modifications to Montana Public Works Standard Specifications.
Water/sewer – The subdivision will not significantly burden city water and sewer infrastructure
with the recommended conditions of approval and code provisions. Document 016 contains the
preliminary design report for water systems improvements in the proposed subdivision, stamped
by a professional engineer licensed in the State of Montana. This report was reviewed by the
Engineering Division for compliance with state and local Public Works Standard Specifications,
the City’s design standards, the City of Bozeman Water Facility Plan, and the City of Bozeman
Fire Service Line Standard and found to meet with code provisions the City’s review
requirements. Per the design report, “there is adequate volume and pressure to supply domestic
and fire service for all buildings in the proposed development.” Final plans and specifications
will be prepared and reviewed after action on the preliminary plat. The proposed design will tie
into a single existing water main in Davis Lane to create a looped distribution system within the
development. The water design report contains an analysis for phased improvements starting
with phase 1.1 through phase 1.4 to ensure adequate service with phased construction. Through
the subdivision review process the applicant has proposed several alley sections that will contain
either a single public utility or both water and sewer mains. Due to the requirement for a utility
line to be no more than 9 feet from the edge of the easement or less than 10 feet from a parallel
utility line, the alley widths fluctuate from 20 and 30 feet to accommodate the presence of this
utility infrastructure. Code provision 4e requires funding and maintenance of all alleys that
contain public utilities by the property owners’ association. Since the alleys are functioning as
local streets for the purposes of utility conveyance, this code provision also requires a hold
harmless and indemnification agreement and a perpetual legal instrument, acknowledging that
the city will not assume maintenance of the alleys due to the presence of the private utilities per
BMC 38.400.020.A.2. Code provision 18 requires the applicant offset estimated water demand
prior to final plat approval per subsection D of BMC 38.410.130. Per this section, the application
may either transfer water rights into city ownership that are appurtenant to the land being
developed or as acceptable to the city, provide payment of cash-in-lieu of water rights at a rate
established by the most recent City Commission resolution, or a combination of both. This
project was annexed into City limits in 2022 under the Silo Annexation and Zone Map
Amendment, application 21442. The annexation agreement for the subject property located in the
City’s online document repository here, states “the Landowner must transfer any water rights
that exist for this property to the City of Bozeman prior to development that the City of Bozeman
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determines are useful for City purposes. If insufficient water rights exist, the Landowner must
pay cash in lieu of water rights, in any amount determined by the Director of Public Service,
prior to development.
Application document 017 contains the preliminary design report for wastewater system
improvements, stamped by a professional engineer licensed in the State of Montana. An existing
27” sewer main is located within Davis Lane; this main will capture wastewater from the phase 1
subdivision. Per the design report “subsequent phases of the project will consist of a minimum of
8” sewer mains flowing to the NW corner of the development where the City of Bozeman
currently has a lift station contracted to be constructed with funds available in 2025.” Recorded
document 2795883 contains a “Development Agreement for Provision of Utilities and
Affordable Housing” recorded February 16, 2023. Per this agreement the “Developer desires
completion of certain public wastewater improvements to benefit it’s property [the subject
property],” and “the City desires to facilitate the Developer’s request to expedite the construction
of a wastewater system improvement project, the Valley Center Lift Station, to service all lots
and parcels within the property that cannot gravity drain into the Cattail Creek Drainage Basil,
the Hidden Valley Lift Station, the Davis Lane Sewer Line, or any other planned lift station.”
With the City’s agreement to add the Valley Center Lift station and force main infrastructure to
the 2015 Wastewater Collection Facilities Plan and the Wastewater Facilities Capital
Improvement Plan (CIP), the applicant agrees to provide a 5-acre parcel of land for the
development of affordable housing via a community land trust (CLT) or other qualified third
party. A condition of the agreement requires this action to happen concurrently with the platting
of the parcel on which the Valley Center Lift Station will be located. Application drawing 008
shows plat sheet 8 and the location of Restricted Lot 1, which is the site of the future lift station.
As a restricted lot, no development may occur on the lot prior to a subsequent subdivision
application, infrastructure construction, and a recorded plat. Code provision 17 contains
requirements for the construction of sanitary sewer systems including the construction of a force
main through block 1 for the future Valley Center Lift Station and general lift station
improvements required prior to future development outside of phase 1. 17.a addresses the timing
conflict between the applicant and the City in regards to the section of force main required to be
constructed though phase 1, that is not necessary to serve phase 1, and the ability for the the
Developer to be reimbursed through the public procurement process. Application document
017.01 shows the location of the sewer force main through block 1.
Easements - The final plat must provide and depict all necessary utilities and required utility
easements. Code provision 15 requires that all easements, existing and proposed, must be
accurately depicted and addressed on the final plat and in the final plat application. Public utilities
will be located within dedicated street right of ways and within alleys. The applicant must submit
for review and approval all easements, which designate space for public or private utilities that are
not in the designated pubic right of way. Additional required easements include public drainage
easements for all stormwater facilities located on private property, and an agricultural water user’s
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easement to ensure maintenance access for all downstream agricultural water users. All easements
must be provided using the City’s standard language. Ten-foot front yard utility easements are
depicted on the preliminary plat and are proposed to be granted with the final plat in accordance
with standards. An existing public access easement, recorded under document 2791403 with the
Gallatin County Clerk and Recorder, provides the necessary right-of-way for the public to utilize
the Valley Center multimodal trail required in code provision 12 to be constructed with phase 1.1
improvements. Copies of additional existing easements are required to be provided with the final
plat application.
Parks – The applicant proposes to meet Park and Recreation requirements through a
combination of parkland dedication and improvements-in-lieu (ILLP) of dedication. Park and
Recreation requirements using a net residential land area of 9.79 acres and maximum dedication
of 12 dwelling units per acre (8 du as land dedication and 4 du as CILP/ILLP) result in an initial
requirement of 2.35 acres of land dedication with an additional 1.18 acres of land equivalent as
cash-in-lieu/improvements-in-lieu. The appplicant proposes 2.56 acres of parkland dedication
with 0.97 acres of adjusted land equivalent as improvements-in-lieu. Phase 1 parkland dedication
consists of two parkland areas, as shown in application drawing 046, and the Turnrow
Subdivision Park Master Plan. Park 1 improvements include a pavilion for neighborhood events
and performances, lawn and picnic space, two pickle ball and two half-basketball courts, and
pathways. Park 2 will feature picnic areas and a recreational trail.
There are code provisions, listed as code provisions 19a-f. Provision 19a requires the applicant to
update the cash-in-lieu (CILP) value accordingly at final plat application. This provision ensures
the CILP values used to determine IILP improvement values is based on the most recent up to
date evaluation. 19b requires a final park master plan and construction drawings prior to
requesting a preconstruction meeting. 19c requires a preconstruction meeting with the Parks
Division prior to commencement of parkland construction. These two provisions will help the
applicant to follow the correct construction process with the City. Provision 19d requires a note
on the plat that the property owners’ association is responsible for snow removal where lots will
front on the park and primary egress from private lots will be within the park. This provision
ensures maintenance of lot frontage sidewalks does not become a burden to the Parks
Department. Provision 19e requires that easements for trails located within open space parcels
must include the citywide wayfinding signage and allow Parks staff to install and/or repair
wayfinding signs. This provision will help connect the proposed trails to citywide park
infrastructure with consistent signage and directions for users. Provision 19f allows the
department to coordinate overall parkland dedication for multiphase developments. Future park
areas currently located in restricted lots 1-20 are depicted in Exhibit 6. The proposed park master
plan meets the required parkland dedication and improvement standards with conditions and
code provisions. The Parks Department reviewed the parkland proposal for consistency with the
park master plan for Turnrow Subdivision, adjacent park master plans, and area sub-plans.
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Stormwater – A preliminary stormwater design report was prepared by a professional engineer
with Morrison Maierle and is located under application document 018. The subdivision will
construct stormwater control facilities to conform to municipal code and design standards Code
provision 9 details required development or maintenance of common areas and facilities to be
maintained by the property owners’ association. 9a requires the property owners’ association to
maintain all stormwater facilities outside of the public right-of-way and incorporate a
maintenance plan into the association documents prior to final plat approval. This will ensure the
proper maintenance of necessary stormwater infrastructure as the subdivision is developed and
occupied. An associated plat note is provided on preliminary pat sheet 012 to notify future
property owners of the property owners’ association requirements for ongoing maintenance of
these stormwater facilities.
Agricultural water user facility – The applicant provided documentation of downstream
agricultural water users and notification, in accordance with BMC 38.360.280, was provided to
those users with this preliminary plat application. There are two surface water facilities, which
are classified as both natural streams and ditches used to convey water for agricultural uses, or
“stream-ditches,” that cross the subject property. Cattail Creek has an adjacent irrigation ditch at
the northeast corner of the proposed subdivision and is the primary facility to be impacted with
this application that is linked to agricultural water use, due to the development of block 1 in
phase 1 and the required expansion of Davis Lane and associated intersection and pedestrian
infrastructure. The facility at the southwest corner of the development, known as an un-named
tributary of Buster Gulch, is to be placed within park and open space areas and no relocation or
changes to that facility are proposed at this time. Any impacts to the southwest facility are
required to be identified with subsequent subdivision review required to develop the restricted
lots adjacent to that stream-ditch. Individual users, as well as the Board of Directors for Farmers
Canal were provided notification of the proposed impacts to both stream/ditches including the
expansion of Davis Lane along Cattail Creek. An agricultural water user’s easement must be
provided per code provision 16. The easements must be prepared as documents separate from the
final plat but may be referenced on the final plat. Per code provision 10, Alterations to
agricultural water user facilities must be approved by all owners of the facility as required under
MCA 70-17-112. Documentation of the approval must be provided for the alterations of the
agricultural water user facilities prior to City infrastructure approval for the widening of Davis
Lane. Additionally, with the infrastructure submittal the applicant must identify the party
responsible for the maintenance of the culvert and provide a maintenance plan for the pipe. If an
entity other than the Owner/POA will be responsible, written approval for the design and
maintenance plan must be provided prior to scheduling of the pre-construction conference for
infrastructure improvements. The developer's professional engineer must certify, prior to final
plat approval, that the water entering and exiting the realigned or relocated agricultural water
user facility is the same quality and amount of water that entered or exited the facility prior to
realignment or relocation. These code provisions are required to ensure that downstream
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agricultural water users are not impacted, and appropriate access for maintenance is provided per
state law.
Police/Fire – The City of Bozeman’s Police and Fire emergency response area includes this
subject property. The subdivision does not impact the City’s ability to provide emergency
services to the subject property. The necessary addresses will be provided to enable 911 response
to individual parcels prior to recording of the final plat. For lots subject to site plan review,
addressing will be provided following the plan review process, and are dependent on the design
and arrangement of buildings. Fire protection standards require installation of fire hydrants at
designated spacing to ensure adequate protection.
5) The provision of easements to and within the subdivision for the location and installation
of any necessary utilities
The final plat will provide and depict all necessary utilities and required utility easements. Code
requirement 16 requires that all easements, existing and proposed, must be accurately depicted
and addressed on the final plat and in the final plat application. Public utilities are generally
located within dedicated street and alley right of ways. Easements for future roadways and parks
within restricted lot areas are required prior to final plat approval.
6) The provision of legal and physical access to each parcel within the subdivision and the
notation of that access on the applicable plat and any instrument transferring the parcel
The final plat will provide legal and physical access to each parcel within the subdivision. All of
the proposed lots in phase 1 will have frontage on public streets, or frontage on an improved
alley and a greenway corridor or trail corridor with public access, as allowed in BMC
38.400.090. Application document 03.01 depicts how alley and greenway frontage will function.
Restricted lots 1-20 located beyond phase 1, that are not yet provided legal and physical access,
are subject to further subdivision review prior to building permit issuance.
Documentation of compliance with adopted standards 38.220.060
The Development Review Committee (DRC) completed a subdivision pre-application plan
review on September 28, 2023 and no variances were requested. No waivers were granted during
pre-application review.
Staff offers the following summary comments on the documents required with Article
38.220.060, BMC.
38.220.060.A.1 – Surface water
The subject property is bound to northeast by Cattail Creek and an unnamed stream-ditch along
the southwest and west boundary, as classified by the Gallatin County Conservation District, and
their associated wetlands. Both surface water features contain water year-round. Cattail Creek,
its adjacent irrigation ditch, and associated wetlands are proposed for alterations to accommodate
the Davis Lane road expansion, expansion of the Davis Lane and East Valley Center Road
intersection, stormwater treatment and maintenance access, and required bike and pedestrian
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infrastructure. A wetland delineation report dated November 9, 2023 was provided by Morrison-
Maierle and reviewed by the city’s wetland consultant TerraQuatic. Per the wetland delineation,
the subject property contains 2,480 linear feet of waterway and 0.39 acres of palustrine emergent
wetlands. 1,010 linear feet of Cattail creek “traverses the northeast corner of the project area”
and contains 0.09 acres of fringe wetlands. The unnamed tributary of Buster Gulch is in the
southwest corner of the property and has historically been used for irrigation of the subject
property. This unnamed tributary contains 0.30 acres of fringe wetlands. No alterations to the
southwest stream-ditch are proposed at this time.
TerraQuatic provided a list of corrections for their aquatic resources analysis of the wetland and
watercourse information presented in letters provided to the applicant dated January 10, 2024,
February 26, 2024, June 10, 2024, and July 25, 2024 as revisions to their application were
reviewed. Initial review in January and February focused on submittal requirements and required
information for their wetland delineation and wildlife reports. Applicant responses to that letter
are located in application document 014.01. Because final impacts to Cattail Creek, its adjacent
irrigation ditch, and associated wetlands area are subject to final infrastructure review design,
which will occur following the preliminary plat review, the applicant cannot provide exact
impacts with this application. It is known that Cattail Creek is currently conveyed under Davis
Lane “via an existing 36” culvert beneath Davis Lane at the northeast portion of the property”
according to application document 015.01. After the stream crosses the northeast portion of the
property, it is “conveyed into the Montana Department of Transportation’s (MDT) right-of-way
(ROW) for East Valley Center Road. Once in the MDT ROW, it is channelized and runs
northwest beneath an existing access approach to Valley Center Road via an existing 60” culvert.
After this access approach culvert, the creek continues northwest within MDT’s ROW prior to
being conveyed beneath Valley Center via two 60” diameter culverts.” Alterations to Cattail
Creek and the adjacent irrigation ditch are proposed to accommodate the widening of Davis Lane
to a 3-lane section, and a redesign of the Davis Lane and Valley Center Rd. intersection. The
applicant proposes culverts where roads are proposed to be expanded and new drive accesses and
shared use paths propose to cross the stream and the irrigation ditch. The applicant has proposed
culverts with fish resting structures near the midpoints of the culverts, and an embedded design
to “function more naturally for aquatic organisms per guidance from the Montana Fish, Wildlife,
and Parks.”
The June 10, 2024 review letter from Terraquatic identified a potential agricultural wetland
swale running north-south through the subject property and originating at the south end of the
property. The applicant investigated Terraquatic’s findings in a technical memo dated July 2024
from Morrison Maierle, which can be found in application document 014.03. The resulting field
analysis of soils, vegetation, and ground water concluded, “The targeted investigation area does
not meet USACE’s criteria to be considered a wetland.” These results were accepted in a July 25,
2024 letter from Terraquatic.
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The wetland impacts are under the purview of the U.S. Army Corps of Engineers. The applicant
intends to submit a “Joint Application for Proposed Work in Montana’s Streams, Wetlands,
Floodplains, and other Water Bodies.” Code provision 2 requires the applicant obtain required
permits from the Gallatin County Conservation District, Montana Department of Environmental
Quality, and the U.S. Army Corps of Engineers regarding the proposed project. These permits
must be applied during infrastructure review and provided prior to construction and final plat
approval.
Watercourse plantings as trees, shrubs, and native grass seed will be provided for restoration and
meet BMC 38.410.100. Application drawing 003 is sheet 3 of the preliminary plat. This sheet
depicts a section of the northeast corner of the property that contains open space 1 (O.S. 1 on the
sheet). This open space parcel contains the Cattail Creek watercourse as it traverses the subject
property, as well as zones 1 and 2 of the watercourse setback per BMC 38.410.100.A.2. In this
code section, exceptions to the setback area are listed including what infrastructure, facilities, or
structures may be placed within each zone. This sheet depicts the proposed location for an
underground stormwater storage system in zone 2, which is permitted per this section, as well as
a 12-foot asphalt path through a 25-foot public trail easement, and a 10-foot asphalt path crossing
the stream. Per BMC 38.410.100.A.2.e(3) - Streets, sidewalks, utility lines or similar public
construction may be permitted within all zones for the purpose of crossing a watercourse or
protecting public health and safety. The shared use path and sidewalk crossings are permitted
and consistent with this exception provided in the watercourse setback standards. Additionally,
the 12-foot shared use path will provide the access needed to maintain the underground
stormwater storage system serving public infrastructure.
Per code provision 10, Alterations to agricultural water user facilities must be approved by all
owners of the facility as required under MCA 70-17-112. Documentation of the approval must
be provided for the alterations of the agricultural water user facilities prior to City infrastructure
approval for the widening of Davis Lane. An agricultural water user’s easement must be
provided per code provision 16. The developer's professional engineer must certify, prior to
infrastructure approval for the widening of Davis Lane and provide the certification with the
final plat application materials, that the water entering and exiting the realigned or relocated
agricultural water user facility is the same quality and amount of water that entered or exited the
facility
38.220.060.A.2 - Floodplains
A flood hazard evaluation report completed by Morrison Maierle, stamped and signed by a
professional engineer, was provided in application document 015 and is dated March, 2024. The
report details a study of a 100-year flood event completed for Cattail Creek due to the proximity
to the proposed phase 1 subdivision and the proposed alterations to accommodate transportation
infrastructure. Simulation models for a flood event were provided for existing and proposed
conditions, with only existing conditions considered for the southwest stream-ditch known as an
unnamed tributary of Buster Gulch. The resulting flood hazards were evaluated by the
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Engineering Division against code requirements contained in BMC 38.600. The resulting hazard
was found to meet BMC 38.600.050. No land deemed to be subject to flooding is proposed to be
developed for new buildings, and no additional flood mitigation is required or proposed for the
phase 1 subdivision. The applicant is required to update the flood hazard evaluation report as
needed to reflect changes or refinements to the proposed subdivision and infrastructure grading
to ensure compliance with the BMC 38.600 prior to final plat approval.
38.220.060.A.3 - Groundwater
A groundwater investigation was completed May 2021 to August 2021 and provided in the
Preliminary Stormwater Design Report by Morrison Maierle and was stamped and signed by a
professional engineer. This is located in application document 018. The report found that
groundwater levels “experience seasonal variations but are generally relatively deep.” Storm
treatment structures were designed to be located above seasonal high ground water levels which
will ensure adequate “treatment volumes as required.” This report was evaluated by the
Engineering Division against code requirements in Chapter 38 and engineering design manuals
and was found to meet standards. No groundwater hazards to future residents or structures was
identified by staff, and no code provisions related to groundwater have been provided.
38.220.060.A.4 - Geology, Soils and Slopes
This subdivision will not significantly impact the geology, soils or slopes. No significant
geological features or slopes exist on the site. A geotechnical investigation report was provided
by Rawhide Engineering Inc. and has been stamped and signed by a professional engineer
registered in the State of Montana and reviewed by the Engineering Division for compliance
with City standards.
38.220.060.A.5 - Vegetation
This subdivision will not significantly impact vegetation. No critical plant communities
identified on site.
38.220.060.A.6 - Wildlife
This subdivision will not significantly impact wildlife. There are no known critical habitats on
the property or observed or mapped threatened or endangered species. The property is bound by
East Valley Center Road, Interstate 90, and industrial development to the north, agricultural uses
to the south, subdivided residential development to the west, and mixed residential and
commercial development to the east. The aquatic resources on the property have been impacted
by agricultural crop production and are used for irrigation water supply. The applicant provided a
technical memo from Morrison Maierle, prepared environmental by scientists originally dated
February 8, 2023, and updated October 2023 and July 2024.
38.220.060.A.7 - Agriculture
This subdivision will not impact agriculture. The site is historically used for irrigated crops and
most recently planted with malt barley per the applicant’s submittal. No continuance of
agricultural activities is proposed as the subdivision is developed through current and future
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phasing. The subject property is designated as urban neighborhood according to the 2020
Bozeman Community Plan. The area is zoned for residential, commercial, and mixed uses under
the REMU zoning designation. The subject property is surrounding by unannexed residential
development to the west and state highways to the north. Adjacent agricultural uses to the south
require the applicant to include a section in future property owner’s association documents
addressing agricultural uses of neighboring properties in the following form: "Lot owners and
residents of the subdivision are informed that adjacent uses may be agricultural. Lot owners
accept and are aware that standard agricultural and farming practices can result in dust, animal
odors and noise, smoke, flies, and machinery noise. Standard agricultural practices feature the
use of heavy equipment, chemical sprays and the use of machinery early in the morning and
sometimes late into the evening."
38.220.060.A.8 - Agricultural Water User Facilities
See discussion above under primary review criteria.
38.220.060.A.9 - Water and Sewer
The subdivision will not significantly impact city water and sewer infrastructure. Water and
sewer improvements will be designed to meet City of Bozeman Standards and State Department
of Environmental Quality Standards and Regulations. Also see discussion above.
38.220.060.A.10 - Stormwater Management
The subdivision will not significantly impact stormwater infrastructure. See discussion above
under primary review criteria.
38.220.060.A.11 - Streets, Roads and Alleys
The subdivision will not significantly impact the City’s street infrastructure and will provide
adequate improvements to support the proposed development and nearby areas by improving
adjacent principal and minor arterial streets, enhancing multi-modal transportation, and
providing local street access to proposed developable lots.
Five local streets are proposed within phase 1 of the subdivision. Quicksilver Road and
Gunsmoke Avenue are two north-south running local streets proposed with the subdivision.
Turnrow Trail, Durango Lane, and Westlake Road are the proposed east-west running local
streets. Westlake Road at the far south end, and Davis Lane along the eastern boundary of the
subject property, are proposed as modified or non-standard street sections to accommodate
adjacent unannexed property and the Cattail Creek watercourse. This design process was
reviewed under the authority of the Director of Transportation and Engineering per BMC
38.200.010.F for modifications to the City’s street improvement standards in BMC 38.400.010.
Improvements to Davis Lane and East Valley Center Road are also required and proposed with
the subdivision as off-site improvements. East Valley Center Road is a Montana Department of
Transportation (MDT) urban route. Design of the East Valley Center Road improvements
including the phase 1 proposed approaches, future approaches, a new traffic signal at the
intersection with Davis Lane, and a shared use path have been designed with input and
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preliminary approval from MDT which can be found under application document 011.06. This
preliminary approval letter requires final design and traffic mitigations prior to final approval.
Code provision 11 requires final approval and permitting from MDT prior to installation and
final plat approval.
Phasing of infrastructure is detailed in the project narrative located under application document
001 beginning on page 9. Phase 1.1 lists required street and road improvements for concurrent
construction, and required improvements prior to final plat approval that may be financially
guaranteed. The narrative also lists street and road extensions required for phases 1.2-1.4. No
concurrent construction infrastructure is proposed with phases 1.2-1.4 and all improvements
listed will be completed prior to final plat approval except where sidewalks are located adjacent
to individual lots and are the responsibility of the individual property owner at the time of
purchase, and landscaping of public lands to accommodate seasonality.
A Traffic Impact Study (TIS) dated April 2023, stamped and signed by a professional engineer,
was provided and evaluated by the reviewing engineer for compliance with adopted design
standards and code requirements.
38.220.060.A.12 – Non-Municipal Utilities
The applicant has received confirmation of future service connections from Northwestern
Energy, Charter, CenturyLink, and Yellowstone Fiber for the proposed subdivision. These
responses are provided under application document 037.01.
38.220.060.A.13 - Land Use
The application has provided future land use data consistent with the REMU zoning district.
Proposed land uses for the subdivision are primarily residential in the form of 1-4 household
(single detached, duplex, triplex, and four-plexes) on individual lots, townhouses and rowhouses,
and multi-household (multi-family). Exhibit 7 shows proposed uses over the entire subdivision.
Block 1 is intended for mixed use and commercial development and is included in phase 1.
Blocks 7, 14, and 20 along Valley Center Road are proposed as multi-household and are
currently restricted development lots subject to further subdivision review. 1-4 household and
townhouse/rowhouse development is proposed in blocks 2, 3, 4, 5, 6, 9, and 10 with phase 1.
Future phases in restricted development lots to the west of phase 1 are currently proposed as
single household detached and attached (1-4 household). Development of lots within the
subdivision will be subject to Bozeman Municipal Code (BMC) provisions at the time of
development for REMU Zoning.
38.220.060.A.14 - Parks and Recreation Facilities
The proposed subdivision will provide new parkland, and cash or improvements-in-lieu of
parkland dedication. The proposal meets the required park dedication and improvement
standards with conditions and code provisions. The Parks Department reviewed the parkland
proposal also see the discussion above.
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38.220.060.A.15 - Neighborhood Center Plan
To provide a neighborhood focal point, all residential subdivisions that are ten net acres in size
or greater, must have a neighborhood center. The neighborhood center proposed for the phase 1
subdivision is the park located in block 3 on the plat. This park is located within 600 feet from
the geographic center point of the phase 1 development. Future phases of the subdivision
currently platted as restricted lots will develop additional neighborhood centers with future
subdivision applications. The park is proposed with street frontage on 3 sides which meets the
50-100% frontage requirement. Direct pedestrian access to the park is available via the street and
sidewalk network proposed with the subdivision layout. The neighborhood center is also located
adjacent to block 1 proposed with mixed and commercial uses, which may further enhance
neighborhood identify with the availability of goods and services in close proximity to a public
space.
38.220.060.A.16 - Lighting Plan
Subdivision or street lighting is required pursuant to BMC 38.570.030. All street lights installed
must use LED light heads and must conform to the City’s requirement for cut-off shields as
required by the City’s specifications. A Special Improvement Lighting District (SILD) must be
created prior to final plat application. Code provision 13 is related to this issue.
38.220.060.A.17 - Miscellaneous
The proposed subdivision is not located within 200 feet of any public land access or within a
delineated Wildland Urban Interface area. No health or safety hazards on-site or off-site will be
created with this development.
38.220.060.A.19 - Affordable Housing
This application does not rely on incentives authorized in 38.380. Therefore, no analysis is
required.
SECTION 7 - FINDINGS OF FACT, ORDER AND APPEAL PROVISIONS
A. PURSUANT to Chapter 38, Article 2, BMC, and other applicable sections of Chapter 38,
BMC, public notice was given, opportunity to submit comment was provided to affected
parties, and a review of the preliminary plat described in these findings of fact was
conducted.
B. The purposes of the preliminary plat review were to consider all relevant evidence
relating to public health, safety, welfare, and the other purposes of Chapter 38, BMC; to
evaluate the proposal against the criteria and standards of Chapter 38 BMC; and to
determine whether the plat should be approved, conditionally approved, or denied.
C. The matter of the preliminary plat application was considered by the City Commission at
a public meeting on November 19, 2024 at which time the Department of Community
Development Staff reviewed the project, submitted and summarized the conditions of
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approval, and summarized the public comment submitted to the City prior to the public
meeting in the provided staff report.
D. The City Commission requested public comment at the public meeting on November 19,
2024 and no public comment was received.
E. It appeared to the City Commission that all parties and the public wishing to examine the
proposed preliminary plat and offer comment were given the opportunity to do so. After
receiving the recommendation of the relevant advisory bodies established by Section
Chapter 38, BMC, and considering all matters of record presented with the application
and during the public comment period defined by Chapter 38, BMC, the City
Commission has found that the proposed preliminary plat would comply with the
requirements of the Bozeman Municipal Code if certain conditions were imposed.
Therefore, being fully advised of all matters having come before her regarding this
application, the City Commission makes the following decision.
F. The preliminary plat has been found to meet the criteria of Chapter 38, BMC, and is
therefore approved, subject to the conditions listed in Section 3 of this report and the
correction of any elements not in conformance with the standards of the Chapter
including those identified in Section 4 of this report. The evidence contained in the
submittal materials, advisory body review, public testimony, and this report, justify the
conditions imposed on this development to ensure that the final site plan and subsequent
construction complies with all applicable regulations, and all applicable criteria of
Chapter 38, BMC.
G. This City Commission order may be appealed by bringing an action in the Eighteenth
District Court of Gallatin County, within 30 days after the adoption of this document by
the City Commission, by following the procedures of Section 76-3-616, MCA. The
preliminary approval of this single-phased major subdivision shall be effective for three
(3) years from the date of the signed Findings of Fact and Order approval. At the end of
this period the City may, at the request of the subdivider, grant an extension to its
approval by the Community Development Director for a period of mutually agreed upon
time.
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DATED this ________ day of _____________________, 2024
BOZEMAN CITY COMMISSION
_________________________________
TERENCE CUNNINGHAM
Mayor
ATTEST:
_______________________________
MIKE MAAS
City Clerk
APPROVED AS TO FORM:
_________________________________
GREG SULLIVAN
City Attorney
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APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY
Zoning Designation and Land Uses:
The subject property is zoned REMU, Residential Emphasis Mixed Use. The intent of the
REMU district is to establish areas within Bozeman that are mixed-use in character and to
provide options for a variety of housing, employment, retail and neighborhood service
opportunities within a new or existing neighborhood. These purposes are accomplished by:
1. Emphasizing residential as the primary use, including single household dwellings, two to
four household dwellings, townhouses, and apartments.
2. Providing for a diverse array of neighborhood-scaled commercial and civic uses
supporting residential.
3. Emphasizing a vertical and horizontal mix of uses in a compact and walkable
neighborhood setting.
4. Promoting neighborhoods that:
a. Create self-sustaining neighborhoods that will lay the foundation for healthy
lifestyles;
b. Support compact, walkable developments that promote balanced transportation
options;
c. Have residential as the majority use with a range of densities;
d. Provide for a diverse array of commercial and civic uses supporting residential;
e. Have residential and commercial uses mixed vertically and/or horizontally;
f. Locate commercial uses within walking distance;
g. Incorporate a wider range of housing types; and
h. Encourage developments that exhibit the physical design characteristics of
vibrant, urban, and pedestrian-oriented complete streets.
5. Providing standards and guidelines that emphasize a sense of place:
a. Support or add to an existing neighborhood context;
b. Enhance an existing neighborhood's sense of place and strive to make it more
self-sustainable;
c. Encourage a new neighborhood commercial center(s) with a unique identity and
strong sense of place;
d. Develop commercial and mixed-use areas that are safe, comfortable, and
attractive to pedestrians; and
e. Reinforce the principle of streets as public places that encourage pedestrian and
bicycle travel, transit, on-street parking and physical elements of complete streets.
6. Providing standards and guidelines that emphasize natural amenities:
a. Preserve and integrate the natural amenities into the development; and
b. Appropriately balance a hierarchy of both parks and public spaces that are within
the neighborhood.
7. Providing standards and guidelines that emphasize the development of centers:
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a. Group uses of property to create vibrant centers;
b. Where appropriate create a center within an existing neighborhood;
c. Facilitate proven, market driven projects to ensure both long and short-term
financial viability;
d. Allow an appropriate blend of complementary mixed land uses including, but not
limited to, retail, offices, commercial services, restaurants, bars, hotels, recreation
and civic uses, and housing, to create economic and social vitality;
e. Foster the master plan development into a mix of feasible, market driven uses;
f. Emphasize the need to serve the adjacent, local neighborhood and as well as the
greater Bozeman area; and
g. Maximize land use efficiency by encouraging shared use parking.
8. Promoting the integration of action:
a. Support existing infrastructure that is within and adjacent to REMU zones;
b. Encourage thoughtfully developed master planned communities;
c. Provide flexibility in the placement and design of new developments and
redevelopment to anticipate changes in the marketplace;
d. Provide flexibility in phasing to help ensure both long and short term financial
viability for the project as a whole;
9. Providing standards and guidelines that promote sustainable design
Use of this zone is appropriate for sites at least five acres in size and areas located adjacent to an
existing or planned residential area to help sustain commercial uses within walking distance and
a wider range of housing types. The proposed subdivision is appropriate for this zone because of
the proposed pedestrian amenities, enhancement of the natural environment within parks and
open spaces, and the development of a variety of lot sizes that will allow for varying densities
and uses. A neighborhood commercial center is planned adjacent to a public park, which will
enhance the neighborhood sense of place.
Per BMC 38.310.060.B a master site plan is required for REMU zoned properties greater than or
equal to five acres in size prior to development. A master site plan application, under application
number 23341 is in review with the Department of Community Development. REMU zoned
properties will be required to meet all zoning criteria for this district intended to achieve the
purpose of the district described above including but not limited to BMC 38.310.060 –
Supplemental use provisions, and BMC 38.330.020 – REMU district special standards.
Adopted Growth Policy Designation:
Table 4 of the Bozeman Community Plan 2020 shows the correlation between future land use
map designations and implementing zoning districts. (See below for the Table)
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The subject property is designated as Urban Neighborhood. This category primarily includes
urban density homes in a variety of types, shapes, sizes, and intensities. Large areas of any single
type of housing are discouraged. In limited instances, an area may develop at a lower gross
density due to site constraints and/or natural features such as floodplains or steep slopes.
Complementary uses such as parks, home-based occupations, fire stations, churches, schools,
and some neighborhood-serving commerce provide activity centers for community gathering and
services. The Urban Neighborhood designation indicates that development is expected to occur
within municipal boundaries. This may require annexation prior to development. 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.
This proposed subdivision is well suited to implement the Urban Neighborhood designation by
providing residential and commercial development in varying building forms and intensities
along two busy arterial corridors. The proposed subdivision is also planning pedestrian amenities
across the park, trail, and open space system that will allow access to planned neighborhood
commercial uses, and the park neighborhood center. The greater area to the east of the
subdivision, within a half mile to a mile, contains a regional commercial center with access to
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medical treatment, shopping, groceries, and other services. Density and individual uses will be
evaluated at the time of development against the REMU zoning requirements.
The community plan has seven themes related to development goals within and surrounding the
City. The proposed project supports at least one goal within each theme.
The application supports Theme 1 – A Resilient City by furthering Goal R-2, which requires the
City to pursue community decisions in a manner that supports resilience. This application has
identified areas that pose flood risk and demonstrated that no structures are proposed within
those areas. Flood risk is further mitigated by the upsizing of existing culverts used to convey
surface water underneath roadways and other infrastructure. Furthermore, this application is
subject to the Water Efficient Landscape Ordinance that will require all open spaces, boulevards,
and private lots to develop with water efficient plants and irrigation components.
This application supports Theme 2 – A City of Unique Neighborhoods, specifically goal N-1.5
that encourages neighborhood focal point development. By placing their neighborhood center
park, next to the planned commercial and mixed-use land use areas they are encouraging the
development of a focal point and encouraging a neighborhood sense of place. Additional goals
within this theme include N-1.9 ensuring multimodal connections between adjacent
developments, and N-1.10 for increasing connectivity between parks and neighborhoods through
continued trail and sidewalk development.
This application supports Theme 3 – A City Bolstered by Downtown and Complementary
Districts. This application supports DCD-1.9, which promotes mixed-use developments with
access to parks, open space, and transit options, and DCD-2.2, which supports higher density
development along main corridors and at high visibility street corners to accommodate
population growth and support businesses.
This application supports Theme 4 – A City Influenced by Our Natural Environment, Parks, and
Open Lands specifically Goal EPO-1, which prioritizes strategic acquisition of parks to provide a
variety of recreational opportunities throughout the City, and EPO-2 that requires responsive
development to natural features by creating parks, adjacent trails and amenities adjacent to the
watercourse at the southwest.
Theme 5 – A City That Priorities Accessibility and Mobility, is supported by the proposed
application by constructing the shared use path along Valley Center Road, which supports goal
M-1.9 for the prioritizing and construction of key bicycle infrastructure and enhancements with
emphasis on completing network connectivity and safety.
Theme 6 – A City Powered by its Creative, Innovative, and Entrepreneurial Economy. Goal EE-
1.3 is supported by the designation of commercial and mixed-use development within the REMU
zoning district to support the immediate neighborhood and surrounding area.
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APPENDIX B –PROJECT DESCRIPTION
Project Background and Description
A preliminary plat application by the applicant, Intrinsik Architecture, 106 E. Babcock Suite IA,
Bozeman, MT 59715, representing owner Virga Capital, PO Box 1070, Bozeman, MT 59715.
APPENDIX C – NOTICING AND PUBLIC COMMENT
Notice was provided at least 15 and not more than 45 days prior to the City Commission public
meeting per BMC 38.220.420, The City scheduled public notice for this application on October
11, 2024. The applicant posted public notice on the subject property on October 9, 2024. The
City sent public notice to physically adjacent landowners of record within 200-feet of the subject
property via first class mail on October 10, 2024. The City has not received any written public
comment on the application.
APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF
Owner: Virga Capital, PO Box 1070, Bozeman, MT 59715
Applicant: Intrinsik Architecture, 106 E. Babcock Suite IA, Bozeman, MT 59715
Representative: Intrinsik Architecture, 106 E. Babcock Suite IA, Bozeman, MT 59715
Report By: Danielle Garber, Associate Planner
FISCAL EFFECTS
Fiscal impacts are undetermined at this time, but will include increased property tax revenues
from new development, along with increased costs to deliver municipal services to the property.
Impact fees will be collected at the time of building permit issuance for individual buildings
along with City sewer and water connection fees.
ATTACHMENTS
The full application and file of record can be viewed digitally at the Community Development
Department at 20 E. Olive Street, Bozeman, MT 59715, as well as digitally at
https://www.bozeman.net/departments/community-development/planning/project-information-
portal, select the “Project Documents Folder” link and navigate to application 23366.
Project documents are available at this direct link to the public Laserfiche archive for application
23366.
The following documents and drawings are available in the online public archive:
Turnrow Subdivision Preliminary Plat sheets 1-12 combined (individual sheets located in
the drawings folder linked above)
Phasing exhibit
Overall landscaping plan
Overall park landscaping plan
Plat Narrative
Land use
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Park master plan
Overall subdivision green plan
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Memorandum
REPORT TO:City Commission
FROM:Bob Murray, Project Engineer
Shawn Kohtz, Utilities Director
SUBJECT:Authorize the City Manager to sign the Notice of Award for the Sourdough
Creek Intake Improvements project, to CK May Excavating, Inc., for Schedule
1, 2 and 3 and Additive Alternate 1 in the amount of $4,477,000.00, and final
contract documents once received
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to sign the Notice of Award for the Sourdough
Creek Intake Improvements project, to CK May Excavating, Inc., for Schedule
1, 2 and 3 and Additive Alternate 1 in the amount of $4,477,000.00, and final
contract documents once received.
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 Notice of Award for the above referenced project.
At the intake site, the project consists of the construction of an under-
stream infiltration gallery, a pre-engineered metal building, air compressor,
installation of piping with valves, electrical, and appurtenances and an off-
grid solar photovoltaic system with associated telemetry provisions,
instruments and appurtenances.
At the plant, the project will include construction of an addition to the
existing flow control building including electrical, heating/ventilation, and
installation of raw water piping with valves and controls. The alternate that
is recommended for award is to upgrade to a metal roof on the new flow
control building as well as the existing structure instead of installing asphalt
shingles.
Bids for the above-referenced project were opened on November 27, 2024,
with 2 bids being received. The basis of determining the low bidder was
defined in the contract as being the lowest total of Schedule 1 through 4. In
this case, the low bid was submitted by CK May Excavating, Inc. in the
amount of $4,477,850.00. Once the low bidder is determined by the total of
Schedule 1 through 4, the City can choose to award whichever Schedules
and/or Alternates it chooses. The recommendation on this project is to
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award Schedule 1-3 and Alternate 1 in the total amount of $4,477,000.00.
The engineer’s estimate was $5,097,000.00. The Notice of Award, Bid
Tabulation, and the Engineers award recommendation are attached.
UNRESOLVED ISSUES:None
ALTERNATIVES:As suggested by the Commission
FISCAL EFFECTS:Funding has been appropriated in the FY23 Budget as project W107 for
$5,100,000 and carried forward. This will be paid for from a combination
sources including American Rescue Plan Act (ARPA) funds ($2,550,125) with
the remainder coming from the Water Fund.
Attachments:
Sourdough Intake Notice of Award.pdf
Sourdough Intake Bid Tab.pdf
Sourdough Intake Award Recommendation.pdf
Report compiled on: December 2, 2024
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Memorandum
REPORT TO:City Commission
FROM:Nicholas Ross, Director of Transportation and Engineering
Kevin Handelin, Superintendent of Solid Waste
SUBJECT:Authorize the City Manager to sign a Professional Services Agreement with
The Nest Collective, LLC for the Sustainable Management Program Education
and Outreach
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to sign a Professional Services Agreement with
The Nest Collective, LLC for the Sustainable Management Program Education
and Outreach
STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and
maintenance for existing and new infrastructure.
BACKGROUND:Add Background
UNRESOLVED ISSUES:None
ALTERNATIVES:As suggested by the commission.
FISCAL EFFECTS:Add Fiscal Effects
Attachments:
Sustainable Organics Management Education and Outreach
PSA.docx
RFP for Bozeman Sustainable Organics Management Program
Education and Outreach Nest Submittal.pdf
Sustainable Organics Management Program Education and
Outreach RFP.docx
Report compiled on: November 25, 2024
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this _____ day of ____________, 202__
(“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 the Nest Collective LLC, hereinafter referred to as
“Contractor.” The City and Contractor may be referred to individually as “Party” and collectively as
“Parties.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1.Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Exhibit A and by this reference made
a part hereof.
2.Term/Effective Date: This Agreement is effective upon the Effective Date and will
expire on the 31st day of December 2025, unless earlier terminated in accordance with this
Agreement.
3.Scope of Services: Contractor will perform the work and provide the services in
accordance with the requirements of the Scope of Services. For conflicts between this Agreement and
the Scope of Services, unless specifically provided otherwise, the Agreement governs.
4.Payment: City agrees to pay Contractor the amount specified in the Scope of
Services. Any alteration or deviation from the described services that involves additional costs above
the Agreement amount will be performed by Contractor after written request by the City, and will
become an additional charge over and above the amount listed in the Scope of Services. The City
must agree in writing upon any additional charges.
5. Contractor’s Representations: To induce City to enter into this Agreement,
Contractor makes the following representations:
a.Contractor has familiarized itself with the nature and extent of this Agreement, the
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Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
and regulations that in any manner may affect cost, progress or performance of the Scope of Services.
b.Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform the services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this Agreement
shall not infringe upon or violate the rights of any third party, whether rights of copyright, trademark,
privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal,
state and municipal laws. The City will not determine or exercise control as to general procedures or
formats necessary to have these services meet this warranty.
6.Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered an employee
of the City for any purpose. Contractor is not subject to the terms and provisions of the City’s
personnel policies handbook and may not be considered a City employee for workers’ compensation
or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in
any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers’ Compensation Act,
Title 39, Chapter 71, Montana Code Annotated (MCA), and the Occupational Disease Act of
Montana, Title 39, Chapter 71, MCA. Contractor shall maintain workers’ compensation coverage for
all members and employees of Contractor’s business, except for those members who are exempted
by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder for
workers’ compensation coverage by an insurer licensed and authorized to provide workers’
compensation insurance in the State of Montana; or (2) proof of exemption from workers’
compensation granted by law for independent contractors.
In the event that, during the term of this Agreement, any labor problems or disputes of any
type arise or materialize which in turn cause any services to cease for any period of time, Contractor
specifically agrees to take immediate steps, at its own expense and without expectation of
reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific
steps Contractor shall take shall be left to the discretion of Contractor; provided, however, that
Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief
to the City so as to permit the services to continue at no additional cost to City.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in
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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, 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 expert witness and consultants), losses,
expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or
damages of whatever kind or nature connected therewith and without limit and without regard to the
cause or causes thereof or the negligence of any party or parties that may be asserted against,
recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or
in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii)
any negligent, reckless, or intentional misconduct of any of the Contractor’s agents.
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses, including reasonable defense attorney fees, to the extent caused by the negligence or
intentional misconduct of the Contractor or Contractor’s agents or employees.
Such obligationsshall not be construed to negate, abridge, or reduce other rights or obligations
of indemnity that would otherwise exist. The indemnification obligations of this Section must not be
construed to negate, abridge, or reduce any common-law or statutory rights of the City as
indemnitee(s) which would otherwise exist as to such indemnitee(s).
Contractor’s indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should the City be required to bring an action against the Contractor to assert its right to
defense or indemnification under this Agreement or under the Contractor’s applicable insurance
policies required below, the City shall be entitled to recover reasonable costs and attorney fees
incurred in asserting its right to indemnification or defense but only if a court of competent
jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to
indemnify the City for a claim(s) or any portion(s) thereof.
In the event of an action filed against the City resulting from the City’s performance under
this Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
Contractor also waives any and all claims and recourse against the City, including the right of
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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.
These obligations shall survive termination of this Agreement and the services performed
hereunder.
In addition to and independent from the above, Contractorshall at Contractor’s expense secure
insurance coverage through an insurance company or companies duly licensed and authorized to
conduct insurance business in Montana which insures the liabilities and obligations specifically
assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion
for liabilities specifically assumed by the Contractor in this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City. Contractor shall
furnish to the City an accompanying certificate of insurance and accompanying endorsements in
amounts not less than as follows:
Workers’ Compensation – statutory;
Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
Automobile Liability - $1,000,000 property damage/bodily injury per accident; and
Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City shall be endorsed as an
additional or named insured on a primary non-contributory basis on the Commercial General,
Employer’s Liability, and Automobile Liability policies. The insurance and required endorsements
must be in a form suitable to City and shall include no less than a thirty (30) day notice of cancellation
or non-renewal. Contractor shall notify City within two (2) business days of Contractor’s receipt of
notice that any required insurance coverage will be terminated or Contractor’s decision to terminate
any required insurance coverage for any reason.
The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
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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
Termination for City’s Convenience and shall be without prejudice to any claims that the City
may otherwise have against Contractor.
b.Upon receipt of the Notice of Termination for City’s Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as
may be necessary to preserve, protect, and maintain work already completed or immediately
in progress.
c.In the event of a termination pursuant to this Section 9, Contractor is entitled
to payment only for those services Contractor actually rendered on or before the receipt of the
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Notice of Termination for City’s Convenience.
d.The compensation described in Section 9(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost
productivity, field office overhead, general conditions costs, or lost profits damages of any
nature arising, or claimed to have arisen, as a result of the termination.
10.Limitation on Contractor’s Damages; Time for Asserting Claim:
a.In the event of a claim for damages by Contractor under this Agreement,
Contractor’s damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature or kind.
b.In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim.
11.Representatives and Notices:
a.City’s Representative: The City’s Representative for the purpose of this
Agreement shall be Takami Clark 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 _____________________ 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
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to Contractor’s Representative; provided, however, that in exigent circumstances when
Contractor’s Representative is not available, City may direct its direction or communication
to other designated Contractor personnel or agents.
c.Notices:All notices required by this Agreement shall be in writing and
shall be provided to the Representatives named in this Section. Notices shall be deemed given
when delivered, if delivered by courier to Party’s address shown above during normal business
hours of the recipient; or when sent, if sent by email or fax (with a successful transmission
report) to the email address or fax number provided by the Party’s Representative; or on the
fifth business day following mailing, if mailed by ordinary mail to the address shown above,
postage prepaid.
12.Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman
business license, and inspections from applicable governmental authorities, and pay all fees and
charges in connection therewith.
13.Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers’
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and
State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination,
affirmative action, and utilization of minority and small business statutes and regulations.
14.Web Accessibility and the ADA: Title II of the ADA prohibits discrimination against
people with disabilities in all services, programs, and activities offered or made available by the City.
This includes ensuring that the City’s communications with people with disabilities are as effective
as its communications with others.
If Contractor’s Scope of Services includes the production of digital content, documents, or web
applications intended to be branded for use by the City, Contractor must use the City style guide
when creating a design. As per recommendations found in Section 508 of the Rehabilitation Act,
all digital content, documents, or web applications must also adhere to level A and AA Success
Criteria and Conformance Requirements as defined by the current Web Content Accessibility
Guidelines (WCAG).
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The City will not accept digital content that does not comply with WCAG A and AA guidelines. If
the City refuses digital content because it is non-compliant with the City style guide, Section 508 of
the Rehabilitation Act, and/or WCAG, Contractor will be required to make the digital content
compliant and redelivered at no additional cost to the City.
15.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 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.
16.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.
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17.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.
18. 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.
19.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.
20.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.
21.Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
22.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
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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.
23.Survival: Contractor’s indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
24.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.
25.Severability: If any portion of this Agreement is held to be void or unenforceable, the
balance thereof shall continue in effect.
26.Applicable Law: The parties agree that this Agreement is governed in all respects by
the laws of the State of Montana.
27.Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs,
legal representatives, successors, and assigns of the parties.
28.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.
29.Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
30.Integration: This Agreement and all Exhibits attached hereto constitute the entire
agreement of the parties. Covenants or representations not contained herein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties other
than as set forth in this Agreement. All communications, either verbal or written, made prior to the
date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this
Agreement by reference.
31.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.
32.Extensions:this Agreement may, upon mutual agreement, be extended for a period
of one year by written agreement of the Parties. In no case, however, may this Agreement run longer
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than two years.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
IN WITNESS WHEREOF,the parties hereto have executed this Agreement the day and
year first above written or as recorded in an electronic signature.
CITY OF BOZEMAN, MONTANA ____________________________________
CONTRACTOR (Type Name Above)
By________________________________By__________________________________
Chuck Winn, Interim City Manager
Print Name: ___________________________
Print Title: ____________________________
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
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From:kendra callantine
To:Bozeman Procurement
Cc:The Nest General
Subject:[EXTERNAL]Professional Services Agreement for Bozeman Sustainable Organics Management Program Educationand Outreach , The Nest Collective, LLC, Nov. 14, 5pm
Date:Wednesday, November 13, 2024 12:26:02 PM
Attachments:Bozeman Sustainable Organics Program RFP_TheNestCollective Response Final.pdf
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.
Greetings. Please find attached, The Nest Collective's response to the Request for Proposals
for Bozeman Sustainable Organics Management Program Eduction and Outreach.
Please confirm receipt of this email and the attached document.
Kendra CallantineThe Nest Collective, LLC
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REQUEST FOR PROPOSALS (RFP)
PROFESSIONAL SERVICES AGREEMENT FOR BOZEMAN SUSTAINABLE
ORGANICS MANAGEMENT PROGRAM EDUCATION AND OUTREACH
CITY OF BOZEMAN
PREPARED FOR: The City of Bozeman
November 14, 2024
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PROPOSAL REQUIREMENTS
Firms interested in providing the services described above are requested to
submit the following information. Responses to each item should appear in the
same order as in this RFP and should identify the item to which the responses
applies.
a) Consultant’s legal name, address, telephone number, website (if any), and
email address.
The Nest Collective, LLC
570 Prospector Trail
Bozeman, MT 59718
www.thenestbzn.com
Contacts:
Kendra Callantine
406.570.6613
kendracallantine@gmail.com
hello@thenestbzn.com
Robyn Egloff
406.209.6868
robynegloffdesign@yahoo.com
Becky Edwards
406.570.9472
becky@sunsnowcreative.com
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b) Statement of qualifications that includes Consultant’s professional credentials,
experience, and qualifications in providing the Scope of Services stated in this
Request for Proposal.
The Nest Collective is led by three Montana women. Kendra Callantine was born in
Bozeman, and grew up a short stroll from Kirk Hill, along with generations of her
ancestors. Robyn Egloff and Becky Edwards moved to Bozeman in the 1990s as
athletes at Montana State University. All have committed wholeheartedly to Bozeman—
raising families, building businesses, spearheading nonprofits, and giving back
wherever possible in this newly minted municipality, which still feels like a small town to
all of us.
We’ve had the honor of working with the City of Bozeman, and specifically City of
Bozeman Solid Waste Division for more than ten years. We’ve been right there to help
the Solid Waste team with schedule updates, program changes, bear aware campaigns,
and more, and we lead the outreach effort for the change to single-stream recycling in
late 2013. We’ve risen to the occasion, learned from the obstacles, and nimbly adapted
to fast-changing times to consistently broadcast important garbage and recycling
messages.
We’re women at the peak of our careers, each equipped with several decades of
focused experience in communications. Before our days working with the teams at the
City of Bozeman, we negotiated multi-million-dollar media buys and earned priceless
PR for the Montana Office of Tourism, spurring record tourism growth. We art directed
communications for First Interstate Bank, the Bozeman CVB, and the Bozeman Public
Library, ensuring their successes. Now, as we send our kids off to college, high school,
grad school and their own lives, we’re dedicated to sharing our expertise with you and
our community. To that end, we’re sitting on conservation boards, volunteering with
local nonprofits, and pitching the work we think makes the most of our talents and that
includes continuing and building on our partnership with the City of Bozeman Solid
Waste Division.
We are immensely proud of our past decade plus of working with the City of Bozeman
and specifically the Solid Waste team. Through the pages of this RFP, we look forward
to sharing our experience, resumes, and how we can best meet and exceed the
expectations of the City of Bozeman and our community. Most importantly, we look
forward to tackling this challenge using what we have learned to build on the brand and
outreach we’ve already made for the Solid Waste Division.
Using the provided Scope of Services, we have included each task below with our
specific qualifications. We recognize that communication is organic, and as the City’s
needs change and evolve with this program, so should this scope. We also won’t
hesitate to recommend opportunities where we think we can add critical value—that’s
our job as contractors.
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TASK 1: WEBSITE UPDATE
Consultant will provide copywriting, design, and coordination services with City staff for
web material related to the Organics Program.
• The Nest has worked with multiple clients to create everything from simple static
web pages to complex websites, including navigation, sitemaps, copy, imagery,
and even video. For the City of Bozeman we have worked with the IT department
to update individual department web pages and consulted with them when the
website overhaul happened several years ago. Our goal for the City of Bozeman
always has been, and is, to provide clear and concise copy, visuals, and
navigation suggestions that ultimately makes it easy for the end users.
• Our work with the City of Bozeman through our existing and former contracts
have allowed us to create suggested layouts for the Bozeman Public Safety
Center ballot initiative, City of Bozeman Facilities Bond and Affordable Housing
Mill Levy Education Effort, S. 6th Street Construction, Main Street Construction,
Water Conservation, Bozeman Street Report (construction and winter), and
more.
TASK 2: SOCIAL MEDIA
Consultant will provide continual services to design and implement social media
campaign related to the Organics Program.
• As with all campaigns we’ve created for the City of Bozeman, we suggest using
Facebook, Instagram, X (formerly Twitter), and Nextdoor to reach Bozeman
residents. Applying consistent, repeated messaging helps ensure that residents
see and remember the content, building familiarity and keeping topics and
services top of mind. Social media enables the City to connect directly with
residents, enhance customer service, and provides a simple, cost-effective
platform for sharing messages.
• Over the past 11 years, we’ve collaborated with various departments within the
City of Bozeman to deliver both static and animated social media posts covering
topics like schedules, construction updates and detours, ballot initiatives, and
more.
TASK 3: PRINT MEDIA
Consultant will provide services to design and implement print media campaign related
to the Organics Program.
• For over 11 years, The Nest has partnered with local print media to place ads for
the City of Bozeman and other clients. Publications include the Bozeman
Chronicle, Livingston Enterprise, Outside Bozeman, Bozeman Magazine,
Montana Parent, MSU Exponent, among others. We collaborate closely with
these outlets to ensure color and print quality, competitive pricing, and added-
value exposure.
• The Nest will continue to work with local media outlets and explore new
opportunities as they emerge, selecting those that align best with target
demographics.
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TASK 4: DIRECT MAIL
Consultant will provide services to design and implement direct mail campaign related
to the Organics Program.
• The Nest has collaborated with local, regional, and national print vendors to
create cost-effective, targeted direct mail pieces and other collateral for the City
of Bozeman and various clients. Successful direct mail campaigns require careful
adherence to USPS guidelines on mail piece size, mailability, postage costs, and
coordination of timing. This includes considering factors like elections, political
mailings, holidays, and other events to prevent overwhelming recipients and
ensure the mail is noticed and utilized.
• This year The Nest has designed and managed the printing and mailing of
several direct mail campaigns, including the Solid Waste Organics survey, Snow
Angels program, Winter Snow Removal information, and more.
TASK 5: DIGITAL CHANNELS
Consultant will provide services to design and implement digital media campaign related
to the Organics Program.
• Digital advertising is a flexible tool for promoting products, services, and
messages, reaching audiences on search engines, websites, and social media.
Unlike print, TV, or radio, digital ads can be precisely targeted to ideal consumers
and updated or adjusted based on performance, audience needs, trends, or
message urgency. For the City of Bozeman, we generally target all residents
within city limits but have also tailored ads to specific neighborhoods,
homeowners, businesses, and more.
• The Nest has collaborated with local media partners and specialists to develop
targeted digital campaigns for a variety of needs, from reminding residents to
move cars for snowplows and promoting bear awareness in waste management,
to highlighting irrigation restrictions, drought stages, and even advertising beer
on tap for Julius Lehrkind Brewing and educating residents on the Three Forks,
MT SID, among others.
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c) A narrative describing the Consultant’s proposed approach to developing the
services requested in the scope. The narrative must provide sufficient detail as to
how the Consultant will develop the plan. Include the necessary tasks to
complete this effort together with a schedule for how the plan will be developed
and implemented. The Division intends to launch the Organics Program in Spring
of 2025 with education and outreach to launch in January of 2025.
The Nest Collective has already begun the process of working through preliminary
information and outreach for the Organics Program since it was proposed in 2023.
However, more information and details need to be shared before a final strategic plan
and outreach can be created. Listed below we have outlined our approach, necessary
details and steps, and a proposed schedule.
The approach to developing the services requested in the scope of work:
A well-crafted and adaptable strategic communications plan is essential for effective
outreach. As a government agency funded by taxpayer dollars, we are committed to
maximizing efficiency and demonstrating fiscal responsibility.
The Nest has laid some initial groundwork for this initiative. However, the successful
rollout will depend on careful timing, budget management, and clear metrics for
success. With outreach and education scheduled to begin in January 2025, we must
confirm the service launch date, allocate the $100,000 budget, and establish specific
success metrics, such as the number of sign-ups within a set timeframe. If The Nest is
awarded this contract, these components should be addressed immediately.
The Nest also suggests defining program objectives and success benchmarks for the
first year. These should include goals for user participation, inquiries, and compliance
with collection and recycling guidelines, along with considerations for any necessary
follow-up education.
How we will develop the plan:
The outreach for this service should prioritize proactive education, making residents
aware of the service, what it involves, how to sign up, and the options available. This
can be achieved through multiple channels, including statement stuffers, direct mail,
Bozeman.net email notifications, homepage banners on Bozeman.net, print ads, social
media, digital advertising, and earned media.
To support this, the website should provide comprehensive sign-up information, as well
as guidelines for both new and ongoing users. This content should be reviewed and
updated as the program develops, ensuring resources such as how-to guides remain
relevant over time.
When residents enroll in the service, they should have the choice of receiving an
Organic Waste Recycling Guide, either mailed in hard copy or as an online link. This
guide should thoroughly cover the “what, why, how, and when” of the service and may
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include basic information on garbage and recycling. The distribution of this guide should
be an ongoing effort, provided to each new enrollee.
Outreach efforts should also extend to community engagement, including participation
in Earth Day events in April. Additionally, branding on organics trucks should align with
the existing garbage and recycling fleet. To further promote engagement, tote stickers
and information should be available at recycling points, with specially wrapped totes
used for events to draw attention.
The outreach should be consistent, proactive, and effective, emphasizing a cohesive
Solid Waste (SW) brand across all communications and be considerate of those
requiring alternate language materials and accessibility. This program is an ideal
opportunity to refresh SW brand materials and reinforce a unified message across all
SW services—Garbage, Recycling, and Organics—keeping the brand fresh and
aligned.
Necessary tasks to complete the effort:
If awarded the contract, The Nest will work closely with the SW team to establish key
rollout dates, set success benchmarks, and define outreach demographics for both
existing Solid Waste customers and non-customers. Following this, The Nest will
develop, present, and execute a comprehensive outreach plan with all required
materials.
Finalized materials will be delivered to media, print, and other vendors to ensure timely
distribution, and website updates and social media posts will be coordinated with
Bozeman’s IT, Communications, and Solid Waste teams.
To assess the impact of outreach and education efforts, The Nest will collect data and
feedback from media vendors and monitor website and social media engagement
through IT. Adjustments will be made as needed before and during the initial rollout.
Proposed schedule for plan development and implementation.
• Week of Dec 2: Meet with City of Bozeman Solid Waste and Communications
teams.
• Week of Dec 16: Present final outreach plan and initial creative.
• Dec 23 - Jan 3: Incorporate feedback and finalize time-sensitive items like tote
labels.
• Jan 6 - 31: Finalize all materials and prepare for vendors.
• Jan 13: Submit statement stuffer and/or direct mail to vendor.
• Week of Jan 27: Statement stuffer and/or direct mail sent to utility customers;
website and signup system go live.
• Week of Feb 3: Launch print, digital, and social campaigns; send trucks and
totes for wrapping; send Guide to Organics Recycling to print. Media outreach
continues through June as sign-ups increase.
• Week of Feb 24: Mail Guide to Organics Recycling to new sign-ups weekly;
consider adding a tote hanger with QR code for online access.
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• Week of Mar 31: Begin Organics Program pick-up.
• April 19 or 26: Attend Clean Up Day events with trucks, educational materials,
and sign-up options.
• Starting in May: Collect data on clicks, CTR, and impressions; adjust creative
and media buys as needed.
• July: Decide if the organics pick up service continues through winter or requires
seasonal adjustments and update outreach accordingly.
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d) A description of how you use market research to inform your communications
strategy, including how you track campaign performance and make adjustments
as needed. Provide an example of market data or information you would provide a
client before the campaign runs, and an example of what metrics you would
provide after to show how each campaign fared.
As active community members, we engage daily with key audiences, keeping us
attuned to local trends and conversations. We pick up insights from grocery store chats,
catch the latest from our teenagers, mingle with MSU students at games, and connect
with residents at nonprofit events. We also value ongoing feedback about the City’s
communications efforts—particularly for outreach created by The Nest Collective—and
welcome updates on calls or responses to various City initiatives.
While we’re deeply familiar with local demographics, we back up our insights with data
and stay informed on new trends. We consult with local and regional media experts to
learn about effective channels and continually review results from past campaigns for
the City and other clients. While we don’t conduct formal surveys, we gladly review
engagement data collected by the City of Bozeman, and we’re always happy to share
the rationale behind our campaign strategies.
After a campaign starts, and throughout its run, we analyze metrics such as click-
through rates on paid digital ads, website performance, and social media engagement.
For print materials, we track distribution numbers, and for traditional radio and TV, we
rely on data from media outlets. Beyond these metrics, we measure success by real
community impact—like the number of households adopting recycling and other Solid
Waste services, adherence to irrigation regulations and drought declarations,
engagement with the Snow Angels program, or increased requests for bulky item
pickups. These tangible results are our core performance indicators, and we’re
constantly refining our approach to boost effectiveness.
Our strategy is always audience-specific, choosing the best channels for each
demographic. This could mean traditional print for older audiences, digital and social
media for younger, online-focused groups, or even unexpected media placements, like
City vehicle wraps, to reach people in fresh ways. For campaigns targeting MSU
students, we consult with MSU staff and students to understand the best channels,
whether that’s social media, campus communications, or creative options like bathroom
stall ads in popular college hangout spots.
While not all channels yield direct interaction data, we gather performance metrics by
tracking calls to the City, service requests, and digital engagement metrics like
impressions, and CTR, ensuring every campaign delivers meaningful results for
Bozeman.
An example of metrics available after a social or digital campaign could look like this,
which is from the City of Bozeman summer 2024 Water Conservation sprinkler
assessment campaign. We created a targeted digital display campaign to reach
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residents within Bozeman city limits, June through September. This was just one part of
an overall irrigation and water conservation campaign that included on air radio
mentions (added value), social media, print advertising, and radio.
Targeted Display –
• Total impressions – 690.37K
• Clicks - 578
• CTR – 0.08%
In analyzing the numbers, we review monthly performance for each creative element in
the campaign to identify areas for improvement or potential shifts in strategy. Our
month-to-month evaluation did not indicate a need to adjust the creative or tactics for
this year.
For Water Conservation, a key strategy includes preparing for a potential drought
declaration. Maintaining an active digital presence allows us to quickly switch out
creative content in the event of a drought, enabling the City to communicate
immediately. This tactic proved effective in 2022 when a drought was declared.
Looking ahead, in collaboration with the Water Conservation team, we recommend a
new focus for the summer digital campaign. Since sprinkler assessments are fully
scheduled through 2025, promoting this service in 2025 is unnecessary. Instead, we’ll
consider messaging around drought conditions, irrigation schedule compliance, and
other relevant themes, ensuring the message and channels are well-targeted to the
intended audience.
We are happy to provide metrics as needed and work closely with the City of Bozeman
to ensure reporting is fulfilling all your needs for reporting to the City Commission and
taxpayers.
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e) A portfolio of creative materials including print, radio, web, and video media.
On the following pages is a condensed portfolio of our work including print, radio,
website, video media, social, digital, and more. Additional samples of our work can be
found on our website at www.thenestbzn.com and our radio, video, and animated digital
work can be found on our YouTube channel @thenestcollective-bozeman9965.
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Print Samples
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Radio Samples
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Website Samples
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Video Media Samples
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Social and Digital Media Samples
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Signage, Collateral, and Other Samples
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f) The hourly billing rates of individuals providing professional services.
Estimated costs for media buys and printing costs shall be provided as well.
The Nest Collective applies a consistent hourly rate of $100, irrespective of the nature
of the task, the specific service rendered, or the personnel engaged in the project or
assignment. When Nest team members join a project or assignment, they are allocated
a budget to manage, and the client will receive invoices for the hours worked without
any additional markup. Any external expenses, such as those related to media and
printing, are subject to a standard 15% markup, unless alternative arrangements have
been agreed upon or the client opts to cover these costs directly.
The expenses associated with media and printing are contingent upon various factors,
including the specific objectives, final scope, and window of campaign outreach.
Included here is an overview of a proposed outreach plan for the Solid Waste Organics
Program assuming outreach and education begins January 1 and services begin March
31.
MEDIA COSTS
PRINT MEDIA
• Bozeman Chronicle - $12,129.83 total
o Seven weekday insertions and four weekend insertions January
through March
o 30 col inch, full color ad
o Target Audience: Well-educated, higher income
homeowners/residents. Print and digital editions. Focused on older
demographics of the community.
• Bozeman Magazine - $882.38/month - $2,647.13 total
o One insertion monthly January, February, March
o ½ page, full color ad
o Target Audience: City of Bozeman homeowners/residents and
renters. 85% of readers are ages 35-65+ with 64% as homeowners.
DIGITAL MEDIA - $2,353/month - $11,765 total
• Programmatic display, run of network, retargeted banner ads
• Target Audience: City of Bozeman homeowners/residents and renters,
recycling advocates, environmental activists.
• 363,636 impressions/month
• Recommend running January through May and update outreach based on
signups, conformance to guidelines (re-education needs).
PAID SOCIAL MEDIA - $2,353/month - $7,059 total
• Facebook and Instagram
• Target Audience: City of Bozeman homeowners/residents and renters,
recycling advocates, environmental activists.
• 200,000 impressions/month
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• Recommend a paid push to sign up for services January through March.
Utilize City of Bozeman direct channels from April forward.
PAID MULTIMESSAGING SOCIAL MEDIA - $2,353/month - $7,059 total
• Snapchat
• Target Audience: Age 18+ Residents (MSU)
• 166,667 impressions/month
• Recommend a paid push on this platform to raise awareness with this
younger demographic, specifically MSU students January through March.
Look at restarting the campaign Fall of 2025 when MSU is back in
session.
PRINTING COSTS
STATEMENT STUFFER - $3,502
• Insertion end of January utility statements
DIRECT MAIL - $8,735
• 6” x 9”
• Mailed to existing utility customers and is recommended over the above
statement stuffer.
• To mail to all residents of Bozeman, cost would be $25K +
GUIDE TO ORGANICS RECYCLING - $2,935
• 8-page, 8.5” x 5.5”, full-color brochure
• Qty: 11,610 (based on existing utility customers)
• Addressing and postage are not included in this pricing
OTHER
• Truck Wrapping - $2,180
• Event and city office tote wrapping – Estimated quantity 30 - $3,270 total
• As with other Solid Waste efforts, we anticipate the need for schedule and
information stickers to affix to the residential totes, kitchen collection pails,
and possibly tote hangers for compliance reminders. We would estimate
costs once we understand the number of anticipated users.
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g) Identify each principal of the firm and other key personnel who will be
professionally associated with the Organics Program with this contract. Describe
their respective areas of expertise and contract role. Include personalized
resumes that identify the qualifications, training, and experience of each key
personnel.
Kendra Callantine
Principal, Account and Project Manager/Media Strategist
The Nest Collective, LLC, Bozeman, Montana
Professional Summary
Multi-talented marketing professional with over 30 years of experience in
negotiating strategic media buys, managing complex projects, crafting
comprehensive marketing plans, and keeping a vigilant eye on quality assurance
and team performance.
Relevant Skills
• Implementing and managing advertising across varied multiple traditional,
social media, and digital and up and coming platforms
• Negotiating best rates and contracts for optimum client savings on media
buys and outside services such as printing and manufacturing while
maintaining positive vendor relations
• Collaborating with teams to meet and exceed clients’ goals while ensuring
excellence of final outcomes
• Detail-oriented personality ideal for project management, quality assurance,
and brand adherence
• Works within best practices for ADA compliance for all materials
• Implementing and safeguarding brand integrity across platforms
Relevant Experience
July 2014–Current
Principal, Account and Project Manager/Media Strategist
The Nest Collective, LLC, Bozeman, Montana
Coordinates and manages projects and budgets, subcontractors, client,
media, and vendor relations, and provides quality control for all work through
The Nest Collective. Collaborates alongside The Nest partners and other
marketing and PR professionals to provide a variety of strategic plans,
marketing, media, and public relations campaigns for:
• City of Bozeman
• METI
• Four Corners Foundation
• Crosscut
• Headwaters Economics
• Madison Valley Bank
• Julius Lehrkind Brewing
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February 2013–Current
Principal, Account and Project Manager/Media Strategist
Kendra Callantine & Company, Bozeman, Montana
Collaborates alongside other local independent marketing and PR
professionals to create a variety of strategic plans, individual marketing,
media, and public relations campaigns for local and regional clients with an
emphasis on public services and greater good. Notable clients over the past
four years include:
• City of Bozeman
• Chalet Market
• West Paw
• Western Home Journal
February 2002–January 2013
Account Executive, VP of Print Management and Vendor Relations
Mercury Advertising (MercuryCSC), Bozeman, Montana
Helped agency clients actualize their marketing goals while directing a team
of creatives towards those goals. Maintained impeccable adherence to
process and protocols to ensure smooth delivery. Specialized in creating
strategic media plans, developing, and maintaining relationships with print
vendors, and negotiating large-scale print buys for clients like:
• Montana Office of Tourism
• Big Sky Chamber of Commerce
• Bozeman Convention and Visitors Bureau
• Big Sky Resort
• Redington Fly Rods
• First Interstate Bank
• Murdochs (formerly Big R)
• Mackenzie River Pizza
• Southeast Montana Tourism
Awards and Affiliations
• Winner of several regional and national gold and silver ADDY awards for
creative excellence
• Gallatin Watershed Council – Former Board Member
• Leadership Montana – Flagship Class of 2025
Education
• Colorado Institute of Art, Denver, Colorado Associate Degree
Advertising Design
• International Association for Public Participation (ia2p)
Planning for Effective Public Participation
Techniques for Effective Public Participation
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Robyn Egloff
Principal, Creative Director
The Nest Collective, LLC, Bozeman, Montana
Professional Summary
Highly experienced creative director specializing in creating large-scale
communication strategies, maintaining consistent branding across platforms, and
translating clients’ messages into effective, easy-to-understand brand
campaigns. Long tradition of working with government, conservation, and public
services entities.
Relevant Skills
• Creating cohesive branding that maintains a strong, compelling look and feel
across all media
• Broad experience working with all media types: print, radio, video/TV, web,
signage, vehicle wrap, displays, booths, collateral
• Works within best practices for ADA compliance for all materials
• Longstanding relationships with printers and complete understanding of
printer protocol
• Practical work ethic maximizes impact while minimizing budgets
• Variety of design styles, but prioritizes consumer understanding over trendy
styles
• Ability to solve complex design challenges, finding optimal solutions for clients
• Proven ability to meet deadlines and foresee challenges for seamless project
orchestration
Relevant Experience
July 2014–Current
Principal, Creative Director
The Nest Collective, LLC, Bozeman, Montana
Creates and oversees all creative work through The Nest Collective.
Translates messaging into compelling calls to action through a variety of
media and campaigns for:
• City of Bozeman
• METI
• Four Corners Foundation
• Crosscut Mountain Sports Center
• Headwaters Economics
• Madison Valley Bank
2008–Current
Principal, Creative Director
Robyn Egloff Design, Inc., Bozeman, Montana
Translates even the most complex of messages into compelling calls to
action, relying on simple infographics, inviting print media, large-scale cross-
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platform campaigns, and attractive brand collateral, focusing on the unique
challenges of public services and conservation non-profits such as:
• City of Bozeman
• Headwaters Economics
• Outlaw Partners
• EcoAdapt
• Wildlife Conservation Society
• University of Montana - Institute for Tourism & Recreation Research
1999–2007:
Graphic Designer, Art Director
Mercury Advertising (MercuryCSC), Bozeman, Montana
Crafted high-level, high-profile campaign materials such as annual reports,
brochures, print ads, billboards and more for clients with a focus on public
good and community pride, such as:
• Montana Office of Tourism
• Bozeman Public Library Foundation
• Big Brothers Big Sisters
• Big Sky Chamber of Commerce
• Bozeman Chamber of Commerce
• Gold West Country
Awards
• Winner of several regional and national gold and silver ADDY awards for
creative excellence
Education
• Bachelor of Fine Arts, Graphic Design, Montana State University, 1999
• Bronze Pencil Winner (presented to highest achieving students in each
artistic medium)
Rebecca Edwards
Principal, Communications Strategist
The Nest Collective, LLC, Bozeman, Montana
Professional Summary
Diversely experienced communications strategist, issue advocate, and political
consultant for clients in the public, conservation, and political sectors. Well-
versed in crafting, overseeing, and executing strategic, high level communication
plans with sensitivity to both end clients and their key partnerships.
Relevant Skills
• Developing communication strategies regarding potential legislation,
rulemaking and organizations including City of Bozeman, Blackfoot
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Clearwater Stewardship Act, Hold Our Ground monument campaign, Land &
Water Conservation Fund, Sage Grouse Management Plan, Clean Water Act,
Clean Energy campaign, Western Conservation Foundation, The Wilderness
Society, Gallatin Forest Partnership, Bozeman Municipal Watershed,
Wyoming Public Lands Initiative, and more
• Creating marketing strategies, materials, branding, and communication plans
for both conservation non-profits and for-profit companies
• Writing, lobbying, communicating, and advocating for policy
• Working closely with local (city commissioners, county commissioners), state
(governors, state senators and state house representatives), and federal
elected officials (senators and house representatives) and their staffs
• Healthy relationships with all current Montana politicians and many national
politicians and their staff
• Ongoing relationships with national conservation and advocacy groups such
as: The Wilderness Society, Gallatin Valley Land Trust, The Nature
Conservancy, Western Conservation Foundation, Resource Media, Montana
Wildlife Federation, Trout Unlimited, American Rivers, Wyoming Outdoor
Council, Theodore Roosevelt Conservation Partnership, Pew Charitable
Trust, Backcountry Hunters and Anglers, Wild Montana, Mountain Mamas,
and many more
• Crafting earned media pitches to local, state-wide, and national media outlets
• Writing national and state-wide editorial pieces and opinion columns
• Training advocacy groups regarding media outreach, communication plan
development, and relationship building
• Technical knowledge of water issues such as: Integrated Water Resources
Plan, stormwater MS4 permitting, non-point-source contaminates, state water
plan components, water compacts, water mitigation banks, and more
• Vast knowledge of government systems and process at city, state, and federal
levels
• Delivering articulate, on-message interviews as an effective spokesperson
with regional and national media
Relevant Experience
July 2014–Current
Principal, Communications Strategist
The Nest Collective, LLC, Bozeman, Montana
Specializes in providing media relations, communications, consulting,
copywriting, social media strategy, marketing campaigns, and strategy to the
City of Bozeman Transportation, Engineering, and Utilities (through our
existing contract) and other City entities such as:
• City of Bozeman, Parks, and Recreation Department
• City of Bozeman, Forestry
• City of Bozeman, Neighborhoods
• City of Bozeman Manager
• City of Bozeman, Planning Department
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• City of Bozeman, Sustainability
• City of Bozeman, Bozeman Municipal Watershed Project
• City of Bozeman, Bozeman Public Safety Center Bond Education
• City of Bozeman Facilities Bond and Affordable Housing Mill Levy
Education
Other current organizations and business entities include:
• METI/U.S. Forest Service
• Four Corners Foundation
• Crosscut Mountain Sports Center
April 2010–Current
Principal, Communications Strategist
Sun Snow Creative, LLC, Bozeman, Montana
Specializes in media relations, conservation communications, political
consulting, copywriting, social media strategy, marketing campaigns, and
non-profit strategy for clients in the public eye, including:
• City of Bozeman
• The Wilderness Society*
• Resource Media*
• Western Conservation Foundation*
• Mountain Mamas*
*Project specifics can be described privately, however, due to contract
confidentiality agreements cannot be written into a public document.
March 2006–March 2010
Public Relations Executive
Mercury Advertising (MercuryCSC), Bozeman, Montana
Spearheaded media relations strategies and cultivated relationships with key
national and in-state media, resulting in extremely positive editorial exposure
(print, broadcast, web, and social media) for the state of Montana as well as
agency of record, MercuryCSC.
Awards and Affiliations
• Winner of several regional and national gold and silver ADDY awards
• Executive Director and founder of national non-profit Mountain Mamas
• Former board member and current supporter of Montana Land Reliance
Legacy Committee, Bozeman Ice Festival, Montana Wilderness School,
Montana Conservation Voters, Southwest Montana Climber’s Coalition and
Friends of Hyalite
• Leadership Montana - Flagship Class of 2021
Education
• Montana State University, Bozeman, Montana
B.S. English Literature & Political Science
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h) A description of the firm’s current work activities and how these would be
coordinated with the project, as well as specific current workloads of the project
team members.
As of the submission of this proposal, The Nest Collective and subcontractors
mentioned in this Request for Proposal (RFP) are eagerly available to tackle this scope
and have worked closely with the Solid Waste team for the past 11 years, always ready
and willing to take on any challenge presented. The Nest remains committed to
maintaining our meticulous approach to timelines and deliverables to ensure that our
work aligns with the City of Bozeman's and the City of Bozeman Solid Waste Division’s
commendable and consistent efforts. Each member of The Nest Collective team
comprehends the scope of work entailed by this contract and is prepared for all
associated upcoming campaigns and projects.
While we anticipate zero conflict in availability, we’re proud of the work we do for our
other clients and commitments. Kendra Callantine is the Nest’s “glue”, managing all our
client projects and volunteering with a variety of local organizations such as HRDC.
Robyn Egloff offers art direction and consultation for conservation nonprofits and
volunteers for the Bozeman Ski Foundation. Becky Edwards serves as the Executive
Director for Mountain Mamas and sits on the America The Beautiful for All Coalition
Committee.
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i) A list of any subconsultants including information required in parts E and F
above.
The Nest Collective’s business model is based on having a strong base of professionals
to steer the business and provide consistency and overall project and budget
management of our clients. Instead of having staff on hand or a strict list of
subconsultants, we bring in the best qualified individual(s) on a project-by-project basis.
This formula allows us to provide exactly what is needed for your project.
Subconsultants are hired on a per project/campaign basis and are provided a budget by
The Nest to adhere to and work with. Costs charged by the subconsultants are passed
on to our client without markup. Hourly rates are not provided as they invoice on an
overall project cost as determined by The Nest and the clients budget vs. by the hour.
Listed below is a copy writing subconsultant that we would work with for the City of
Bozeman, Solid Waste Division Organics Program scope of work. This subconsultant
has worked on City of Bozeman Water Conservation projects via The Nest and is
familiar with the intricacies of local government language. We would continue to call on
her should we be awarded this contract.
Other subconsultants may be brought on for individual projects based on the project
needs, skill sets desired, and overall budget. Subconsultants can include illustrators,
designers, photographers, videographers, digital editors, website programmers, etc.
Lauren Burgess
Copywriter and Creative Consultant
First Light Writing
Portfolio of work: www.firstlightwriting.com
Professional Summary
Lauren writes to inspire genuine audience connection. She draws from years of
experience supporting entrepreneurs, businesses, and causes through lyrical,
purposeful, and effective marketing copy – since 2016, her work has earned the
trust of over 200 brands and counting. Whether she’s applying her talents to
$20M+ fundraising campaigns or launching a website for a new local restaurant,
she intuitively and strategically translates business goals into copywriting that
helps clients and communities gain clarity and feel empowered. Lauren is a
sincere listener, creative optimist, and a plucky adventurer.
Relevant Experience
2016–Current
Copywriter and Creative Consultant
First Light Writing
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Creates meaningful marketing, helping good people and forward-thinking
businesses expand their influence through brand messaging, copywriting, and
storytelling. Experience includes work with:
• City of Bozeman Water Conservation (through The Nest Collective,
LLC)
• Crosscut Mountain Sports Center
• Wickens Ranch
• Beartooth Group
• Digital Box Designs
• Bozeman Brewing Company
• Dare To Detour
• The Armory Music Hall
• Live From The Divide
• Field Studio Landscape Architects
• Hooked Sushi
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j) Project management and organizational chart of key personnel assigned to the
project including any sub-consultants that may be used. Indicate how the
Division will interact with the key personnel on the project.
Kendra Callantine serves as the primary point of contact for our client and in her role as
Project Manager will oversee all interactions with the City of Bozeman Communications
and Engagement Manager, as well as Kevin Handelin and other Solid Waste contacts
as necessary. She will be responsible for overseeing project timelines, managing the
budget, collaborating with external vendors, and executing media purchases.
This structure may vary depending on the City of Bozeman, Solid Waste Division’s
needs, and how closely these roles need to interact with each other. Subcontractors
and outside services contacts will be managed by our team and will require little to no
contact with our clients.
We are a small collective that meets weekly on all projects, and will continue to do so, to
ensure top-notch internal communication and to connect regarding timelines and
projects within this and other City of Bozeman contracts.
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k) A description of no more than three similar projects completed for a local
government entity including whether the projects were completed on time and
within budget. Include primary client contact information for each in order to
facilitate reference checks.
Case Study #1 - Outdoor Water Use Campaign
Client: City of Bozeman, Water Conservation Division
Contact: Jessica Ahlstrom, Water Conservation Program Manager,
jahlstrom@bozeman.net
Campaign Objective:
Educate City of Bozeman residents and raise awareness about our water resources,
our susceptibility to drought, and ways to save water during the summer months and
beyond. Also, to have media placement at the ready should a drought emergency
occur, we could easily change messaging in existing media buys to reflect the current
drought status and actions required of the community.
Action:
The Nest has worked closely with the Water Conservation staff over the past several
years to build a strong outreach plan that addresses the many messages that are
needed to educate our residents. The messages include:
• We are drought prone – what does this mean?
• Where does our water come from?
• How much water is used for our summertime outdoor spaces?
• Rebates are offered by the City of Bozeman.
• The City of Bozeman offers free water system assessments.
• Ways to save water via your outdoor water systems.
• Permanent watering restriction guidelines.
• Water rates.
Along with multiple messages, we have a variety of demographics to work with to
ensure the word is spread. Senior residents who may or may not be on social media or
digital devices, newcomers to the community, residents who are purchasing their first
home, college students, and long-term residents who are unaware of the water
challenges our community is facing or haven’t thought much about how they can make
a difference.
With a limited budget, the tactic has been to diversify the outreach in a way that meets
the objectives but communicates in the place’s residents, and sometimes visitors, are
taking in information. For this current outreach effort, we chose to reuse creative from
the previous year, with some appropriate updates. We looked at each outreach element
and assigned an appropriate budget, while considering the other elements already
placed. Not only did this save money for taxpayers, but it helped to build familiarity with
the Water Conservation message and brand.
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Each year we have worked closely with Jessica and her team to create a plan that will
reach the many segments of our community while not using her entire budget. All
outreach leads back to bozemanwater.com or specific pages within the website.
Print
• Print banner ads placed on the weather page in the Friday edition of the
Bozeman Chronicle every Friday May 5 through September 29.
• The ad message includes the drought meter showing current drought
status, along with an irrigation tip or mention of outdoor rebates. The
messages rotate throughout the ad buy.
• If drought conditions change, the drought meter portion can be updated to
reflect the status.
• The print space is available to be used in the event of a drought and we
can change out the entire ad message to reflect drought stages and
impact to our community.
Direct Mail
• Early in the season a direct mail piece was sent to City of Bozeman
residents with a reminder about the permanent watering restrictions. The
message also included information about the tiered rate billing structure.
Statement Stuffer
• At the end of May, City of Bozeman utility statements included a Quick
Guide to Water Conservation for your Lawn and Landscape.
• The stuffer communicated information about landscape and irrigation
rebates, sprinkler system assessments, permanent watering restrictions,
water smart tips for your lawn and landscape, along with information about
additional available resources.
• This stuffer is delivered to each resident that receives a paper/mailed
utility statement. Unfortunately, there is not a current system within the
City of Bozeman to include statement stuffers in electronic utility
statements, which we would highly encourage.
Water Smart Planting Guide
• For the past several years we have created a Water Smart Planting Guide
for the Bozeman Area. The guide provides information about where our
water comes from, tips and ideas for making water smart changes in your
lawn and landscape, information about outdoor rebates, and a message
about the Dropcountr app, plus much more.
• The guide is distributed in the Bozeman Chronicle, with a sticky note on
the front to let readers know to watch for the guide in the paper.
• An overrun of the guide is also printed for the Water Conservation team to
distribute in racks, events, garden stores, and more.
• The quantity of printed guides is based on circulation within Bozeman City
Limits plus an overrun determined by previous years Water Conservation
team distribution.
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Digital
• A Run of Network buy was placed to engage City of Bozeman residents
on their desktop, tablet, and phone. The buy has been running from May 1
of this year and will conclude on September 30th.
• Ads communicated irrigation tips along with rebate information. The
creative was rotated to avoid message burnout.
• The digital ad buy also guaranteed space for the City of Bozeman should
a drought message need to be sent out to the public. Creative could be
swapped quickly to ensure the message was up to date.
• The campaign was set for a combined ad placement of over 90,000 digital
ads.
Social Media
• Messages for Facebook and Instagram were created to complement the
digital, print, and other outreach. Ads were placed by the Water
Conservation team as needed.
Radio
• Two :30 spots, Nosey Neighbors #1, and Nosey Neighbors #2, were
placed on three local radio stations which perform well in the Bozeman
community, hits a broad demographic, and reaches over 54,709 weekly
listeners. The spots were scheduled to run more than 288 times, in
primetime placement, over the three stations between May 1 and
September 30.
• City of Bozeman Water Conservation paid for half of the spots as the other
half were negotiated as non-profit commercials.
• Additionally, the spots ran during the streaming broadcasts.
• As an additional added value, information about water, water
conservation, and irrigation tips were shared by the morning DJ during the
live broadcast.
Content Sponsorship
• Along with the above added value with the radio spots, content
sponsorship was secured. The content highlighted information on water
conservation, irrigation, and more.
• The content could be viewed on desktop, tablet, and phones with most
visitors viewing via their mobile device.
• Unique visitors to the above devices in a one-month period averaged
583,235, with total page views on all devices and via website and apps
averaging more than 4 million.
Results:
Print and collateral can only be measured, through this campaign, by pieces
printed and distribution. Social media activity is managed by the City of Bozeman
IT department and reported directly to the Water Conservation team.
Digital efforts performed as follows (through September 19, 2023):
• Targeted display KPIs – 436.02K, 886 clicks, .20% CTR
• Impressions by day – 5k-6k average
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• Clicks by day – 5-20
The next step is to review all results and meet with the Water Conservation team
to get their impression of awareness efforts, changes in public behavior, numbers
of assessments and inquiries and other data to formulate a strategy for the next
round of outreach.
Timeline and Budget:
Timeline:
• Mid-April through September 30, 2023
Budget, estimated per effort. Below are the actual costs to date.
• Print, 22 total insertions - $11,288.52
• Direct Mail, printing, mailing list, postage, mailing - $13,166.66
• Statement Stuffer, printing, and shipping to DataProse for insertion -
$2,977.34
• Water Smart Planting Guide, illustrations, and printing - $5,892.63
• Radio and content sponsorship, five-month campaign - $3,388/month -
$16,940
• Digital advertising, five-month campaign - $588/month - $2,940
• Social media – No outside costs
• The Nest Collective time - $9,000
Samples on the following page:
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Case Study #2 - City of Bozeman Facilities Bond and Affordable Housing Mill
Levy Education Effort
Client: City of Bozeman
Contacts: Josh Waldo 406.582.2351, Mitch Overton 406.582.3222, Jon Henderson
406.582.2250
Campaign Objective:
Educate Bozeman residents about the General Fund Facility Bond and the Community
Housing Mill Levy that would be on the upcoming ballot. Both issues were comprised of
relocation and construction of a new southside fire station to better serve the growing
community and retain low response times, needed updates to the Swim Center, Bogert
Pool, and the Lindley Center, and funding for continuing attainable housing efforts. Both
issues came on the heels of voters approving and funding the Bozeman Public Safety
Center, however, were important for the maintenance of facilities, safety of community
members and visitors, and quality of life that residents expect.
Action:
The Nest worked with various City employees from Fire, Parks and Recreation, and City
Hall to formulate a thoughtful strategy and clear messaging that would help educate
voters that it was important to invest in emergency services, updating of popular
recreational facilities, and support community housing opportunities.
Each issue was unique and required individual messaging. Videos/television spots,
social posts, talking points, elevator speeches, and frequently asked questions, along
with additional materials, were created to highlight each of the unique asks – a bond to
repair Bogert Pool, the Lindley Center, and the Swim Center; a bond to relocate Fire
Station #2 to MSU campus; and a mill levy to help fund the city’s affordable housing
efforts.
Results:
The two bond facility issues passed with wide margins; the affordable housing lost by a
slim margin.
Timeline and Budget:
Timeline – July 2021 to November 2021
Budget $34,000 ($17,000 for outside costs, $17,000 for The Nest Collective)
Outside Costs (actual)
• Printing (collateral and signage) - $995
• Illustration/Photography - $52
• Video, editing, production - $4,950
• Media (tv, digital, YouTube) - $5,953.09
The Nest Collective time – $10,476.25
Samples on the following page:
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l) Affirmation of Nondiscrimination (see Appendix A)
Non-completion of the Affirmation of Nondiscrimination is cause for disqualification of
firms.
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REQUEST FOR PROPOSALS (RFP)
PROFESSIONAL SERVICES AGREEMENT
FOR
BOZEMAN SUSTAINABLE ORGANICS
MANAGEMENT PROGRAM
EUCATION AND OUTREACH
CITY OF BOZEMAN
Bozeman, MT
City of Bozeman
PO Box 1230
Bozeman, MT 59771-1230
October 2024
158
NOTICEISHEREBYgiventhattheCityof Bozeman(City) is seeking proposalsfrom firmsto provide
professional education and outreach services to the Solid Waste Division’s Sustainable Organics
Compost Program. These services include but are not necessarily limited to developing and
implementing strategic communication plans and public outreach and education.
Copies of the Request for Proposals are available on the City’s website.
All proposals must be provided as a single, searchable PDF document file and be submitted
digitally as an email attachment to the RFP Recipient email address below. Respondents are
advised that Recipient’s email attachment size limit is 25MB and that only one PDF file will be
allowed per response. The subject line of the transmittal email shall clearly identify the RFP title,
company name and due date/time. File sizes greater than 25MB in size may be upon special
arrangement of the Recipient; however, it is the respondent’s sole responsibility to ensure the
file upload is completed, and that the Recipient is separately notified via email of same, prior to
the given deadline.
DeliverRFPs via emailtothe CityClerk by Thursday, November 14 at 5:00 p.m. MST.It is thesole
responsibility of the proposing party to ensure that proposals are received prior to the closing
time as late submittals will not be accepted and will be returned unopened.
The email address for submission is:agenda@bozeman.net
NON-DISCRIMINATION AND EQUAL PAY
The City of Bozeman is an Equal Opportunity Employer.
Discrimination in the performance of any agreement awarded under this RFPon the basisof race,
color, religion, creed, sex, age, marital status, national origin, or actual or perceived sexual
orientation, gender identity or disability is prohibited. This prohibition shall apply to the hiring
and treatment of the awarded entity’s employees and to allsubcontracts.
As such, each entity submitting under this notice shall include a provision wherein thesubmitting
entity, or entities, affirms in writing it will not discriminate on the basis of race, color,religion,
creed, sex, age, marital status, national origin, or because of actual or perceived sexual
orientation, gender identity or disability and which also recognizes the eventual contractwill
contain a provision prohibiting discrimination as described above and that this prohibitionon
discrimination shall apply to the hiring and treatment of the submitting entity’s employees and
to all subcontracts.
In addition, pursuant to City Commission Resolution 5169, the entity awarded a contract under
this RFP and any subcontractors must abide by the Equal Pay Act of 1963 and Section 39-3-104,
MCA (the Montana Equal Pay Act), and affirm it will abide by the above and that it has visited the
State of Montana Equal Pay for Equal Work “best practices” website, or equivalent “best
practices publication and has read the material.
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Any administrative questions regarding proposal procedures should be directed to: Mike Maas,
City Clerk (406) 582-2321, procurement@bozeman.net.
Questions relating to the RFP should be directed to: Takami Clark, Communications &
Engagement Manager, (406) 582-2322, tclark@bozeman.net.
DATED at Bozeman, Montana, this 25th day of October, 2024.
Mike Maas
City Clerk
City of Bozeman
For publication on:
Saturday, October 26, 2024
Saturday, November 02, 2024
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I.INTRODUCTION
The City of Bozeman (Owner), is seeking proposalsfrom firms to perform professional education
and outreach services for the Solid Waste Division’s Sustainable Organics Management Program
(Organics). These services include but are not necessarily limited to developingand implementing
strategic communication plans and public outreach and education.
The Owner intends to enter into a contract with the selected firm that will include these services
for the Organics Program as described in this Request for Proposal.
This RFP shall not commit the Owner to enter into an agreement, to pay any expenses incurred
in preparation of any response to this request, or to procure or contract for any supplies, goods
or services. The Owner reserves the right to accept or reject all responses received as a result of
this RFP if it is in the Owner’s best interest to do so.
This procurement is governed by the laws of the State of Montana and venue for all legal
proceedings shall be in the 18th Judicial District Court, Gallatin County. By offering to perform
services under this RFP, all Submitters agree to be bound by the laws of the State of Montana
and of the Owner, including, but not limited to, applicable wage rates, payments, gross receipts
taxes, building codes, equal opportunity employment practices, safety, non-discrimination, etc.
II.PROJECT BACKGROUND AND DESCRIPTION
The city of Bozeman’s Solid Waste Division currently offers commercial and residential
collection services for both general refuse and recycling. In 2022, Bozeman City Commission
directed staff to implement an Organics program offering for city residents. In 2023, the city
was awarded an EPA grant to offset certain capital costs associate with launching the Bozeman
Sustainable Organics Management Program.
A component of this grant award includes professional services for an awareness marketing
campaign associated with education and outreach for the Organics Program. The grant award
provides approximately $100,000 for these services.
III.SCOPE OF SERVICES
It is the intent of the Solid Waste Divison to provide public communications that inform the
community of its efforts in a consistent, proactive, and effective fashion. The Consultant will
develop an overarching Organics Program education and outreach plan, implement plan
elements, and continuously advise the Division on communications strategy. Outreach and
education materials/campaigns may take various forms and span a full range of media services.
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Scope of services will include:
TASK 1: WEBSITE UPDATE
Consultant will provide copywriting, design, and coordination services with City staff for
web material related to the Organics Program.
TASK 2: SOCIAL MEDIA
Consultant will provide continual services to design and implement social media
campaign related to the Organics Program.
TASK 3: PRINT MEDIA
Consultant will provide services to design and implement print media campaign related
to the Organics Program.
TASK 4: DIRECT MAIL
Consultant will provide services to design and implement direct mail campaign related
to the Organics Program.
TASK 5: DIGITAL CHANNELS
Consultant will provide services to design and implement digital media campaign related
to the Organics Program.
IV.PROPOSAL REQUIREMENTS
Firms interested in providing the services described above are requested to submit the following
information. Responses to each item should appear in the same order as in this RFP and should
identify the item to which the responses applies.
a) Consultant’s legal name, address, telephone number, website (if any), and email
address.
b) Statement of qualifications that includes Consultant’s professional credentials,
experience, and qualifications in providing the Scope of Services stated in this Request
for Proposal.
c) A narrative describing the Consultant’s proposed approach to developing the services
requested in the scope. The narrative must provide sufficient detail as to how the
Consultant will develop the plan. Include the necessary tasks to complete this effort
together with a schedule for how the plan will be developed and implemented. The
Division intends to launch the Organics Program in Spring of 2025 with education and
outreach to launch in January of 2025.
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d) A description of how you use market research to inform your communications strategy,
including how you track campaign performance and make adjustments as needed.
Provide an example of market data or information you would provide a client before the
campaign runs, and an example of what metrics you would provide after to show how
each campaign fared.
e) A portfolio of creative materials including print, radio, web, and video media.
f) The hourly billing rates of individuals providing professional services. Estimated costs for
media buys and printing costs shall be provided as well.
g) Identify each principal of the firm and other key personnel who will be professionally
associated with the Organics Program with this contract. Describe their respective areas
of expertise and contract role. Include personalized resumes that identify the
qualifications, training, and experience of each key personnel.
h) A description of the firm’s current work activities and how these would be coordinated
with the project, as well as specific current workloads of the project team members.
i) A list of any sub-consultants including information required in parts E and F above.
j) Project management and organizational chart of key personnel assigned to the project
including any sub-consultants that may be used. Indicate how the Divison will interact
with the key personnel on the project.
k) A description of no more than three similar projects completed for a local government
entity including whether the projects were completed on time and within budget.
Include primary client contact information for each in order to facilitate reference
checks.
l) Affirmation of Nondiscrimination (see Appendix A)
Non-completion of the Affirmation of Nondiscrimination is cause for disqualification of
firms.
V.TIMELINES, DELIVERY DEADLINE, ANDINSTRUCTIONS
EVENT DATE/TIME
Publication dates of RFP Saturday, October 26, 2024
Saturday, November 02, 2024
Deadline for receipt of proposals Thursday, November 14, 2024 by 5:00 p.m.
Evaluation of proposals Friday, November 22, 2024
Interviews (if necessary) and Selection of
consultants
Week of November 25, 2024
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With the exception of the advertising dates and advertised due date, the City reserves the right
to modify the above timeline.
Deliver RFPs via email to the City Clerk (procurement@bozeman.net) by Thursday, November
14, 2024 by 5:00 p.m. MST. It is the sole responsibility of the proposing party to ensure that
proposals are received prior to the closing time as late submittals will not be accepted and will
be returned unopened. All proposals must be provided as a single, searchable PDF document
file and be submitted digitally as an email attachment to the RFP Recipient email address
procurment@bozeman.net. Respondents are advised that Recipient’s email attachment size
limit is 25MB and that only one PDF file will be allowed per response. The subject line of the
transmittal email shall clearly identify the RFP title, company name and due date/time. File
sizes greater than 25MB in size may be uploaded upon special arrangement of the Recipient;
however, it is the respondent’s sole responsibility to ensure the file upload is completed, and
that the Recipient is separately notified via email of same, prior to the given deadline.
VI.AMENDMENTS TO SOLICITATION
Any interpretation or correction of this request will be published on the City’s webpage. The
deadline for questions related to this document is 12:00 PM MST on November 8, 2024.
VII.CONTACT INFORMATION
Any administrative questions regarding proposal procedures should be directed to: Mike Maas,
CityClerk, (406)582-2321,procurement@bozeman.net.
Questions relatingto scope of services should be directedto: Takami Clark, Communications &
Engagement Manager, (406) 582-2322, tclark@Bozeman.net
VIII.SELECTION PROCEDURE
A reviewcommittee will evaluate all responses to the RFP that meetthe submittal requirements
and deadline. Submittals that do not meet the requirement or deadline will not be considered.
Thereviewcommitteewillranktheproposalsand may arrangeinterviewswiththefinalist(s)prior
to selection. Selection may be made directly based on the written RFP submission.
If interviews occur, the selection of finalists to be interviewed will be made by a selection
committee representing the City of Bozeman. The selection of interview candidates will be based
on an evaluation of the written responses to the RFPs.
All submitted proposals must be complete and contain the information required as stated in the
"Request for Proposals.”
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IX.SELECTION CRITERIA
Proposals will be evaluated based on the following criteria:
[30 points] Overall approach to Organics Program Education and Outreach.
[20 points]The qualifications of professional personnel assigned to the project.
[15 points]Capability to meet time and budget requirements.
[15 points]Use of data and metrics in campaign strategy and reporting.
[10 points]Location of the firm.
[10 points]Related experience with similar projects.
X.FORM OF AGREEMENT
The Contractor will be required to enter into a contract with the City in substantially the same
form as the professional services agreement attached as Attachment B.
XI.CITY RESERVATION OF RIGHTS / LIABILITY WAIVER
All proposalssubmitted in responseto this RFP becomethe propertyof the Cityand public
records and, as such, may be subject to public review.
A SUBMISSION IN RESPONSE TO THIS REQUEST FOR QUALIFICATIONS CONFERS NO RIGHTS
UPON ANY RESPONDENTS AND SHALL NOT OBLIGATE THE CITY IN ANY MANNER
WHATSOEVER. THE CITY RESERVES THE RIGHT TO MAKE NO AWARD AND TO SOLICIT
ADDITIONAL REQUEST FOR QUALIFICATIONS AT A LATER DATE.
A. This RFP may be canceled or any or all responses may be rejected in whole or in part, as
specified herein, when it is in the best interests of the City. If the City cancels or revises
this RFP, all Respondents who submitted will be notified using email.
B. The City reserves the right to accept or reject any and all proposals; to add or delete
items and/or quantities; to amend the RFP; to waive any minor irregularities,
informalities, or failure to conform to the RFP; to extend the deadline for submitting
proposals; to postpone award for up to 60 days; to award one or more contracts, by
item or task, or groups of items or tasks, if so provided in the RFP and if multiple awards
or phases are determined by the City to be in the public interest.
C. The City of Bozeman reserves the right to reject the proposal of any person/firm who
previously failed to perform properly to the satisfaction of the City of Bozeman, or
complete on time agreements of similar nature, or to reject the proposal of any
person/firm who is not in a position to perform such an agreement satisfactorily as
determined by the City of Bozeman.
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D. The City of Bozeman reserves the right to determine the best qualified Contractor and
negotiate a final scope of service and cost, negotiate a contract with another Contractor
if an agreement cannot be reached with the first selected Contractor, or reject all
proposals.
E. The professional services contract between the City of Bozeman and the successful
Contractor will incorporate the Contractor's scope of service and work schedule as part
of the agreement (see Appendix B for form of professional services agreement. The
professional services agreement presented to the Contractor may differ from this form
as appropriate for the scope of services).
F. This RFP does not commit the City to award a contract. The City assumes no liability or
responsibility for costs incurred by firms in responding to this request for proposals or
request for interviews, additional data, or other information with respect to the
selection process, prior to the issuance of an agreement, contract or purchase order.
The Contractor, by submitting a response to this RFP, waives all right to protest or
seek any legal remedies whatsoever regarding any aspect of this RFP.
G. The City reserves the right to cancel, in part or in its entirety, this RFP including, but not
limited to: selection procedures, submittal date, and submittal requirements. If the City
cancels or revises this RFP, all Contractors who submitted proposals will be notified
using email.
H. Projects under any contract are subject to the availability of funds.
XII.NONDISCRIMINATION AND EQUAL PAY POLICY
The City of Bozeman requires each entity submitting under this notice shall affirm, on a
separate form provided, that it will not discriminate on the basis of race, color, religion, creed,
sex, age, marital status, national origin, or because of actual or perceived sexual orientation,
sexual preference, gender identity, or disability in fulfillment of a contract entered into for the
services identified herein and that this prohibition on discrimination shall apply to the hiring
and treatment of the submitting entity’s employees and to all subcontracts it enters into in
the fulfillment of the services identified herein. Failure to comply with this requirement shall
be cause for the submittal to be deemed nonresponsive.
The City also requires each entity submitting under this notice shall affirm it will abide by the
Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited
the State of Montana Equal Pay for Equal Work “best practices” website,
https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication
and has read the material.
XIII.MISCELLANEOUS
A.No Oral Agreements. No conversations or oral agreements with any officer, employee, or
166
agent of the City shall affect or modify any term of this solicitation. Oral communications
or any written/email communication between any person and City officer, employee or
agent shall not be consideredbinding.
B.No Partnership/Business Organization. Nothing in this solicitation or in any subsequent
agreement, or any other contract entered into as a result of this solicitation, shall
constitute, create, give rise to or otherwise be recognized as a partnership or formal
business organization of any kind between or among the respondent and the City.
C.Employment Restriction and Indemnity. No person who is an owner, officer,
employee, contractor, or consultant of a respondent shall be an officer or employee of
the City. No rights of the City’s retirement or personnel rules accrue to a respondent,
its officers, employees, contractors, or consultants. Respondents shall have the
responsibility of all salaries, wages, bonuses, retirement, withholdings, worker’s
compensation and occupational disease compensation, insurance, unemployment
compensation other benefits and taxes and premiums appurtenant thereto concerning
its officers, employees, contractors, and consultants. Each Respondent shall save and
hold the City harmless with respect to any and all claims for payment, compensation,
salary, wages, bonuses, retirement, withholdings, worker’s compensation and
occupational disease compensation, insurance, unemployment compensation other
benefits and taxes and premiums in any way related to each respondent’s officers,
employees, contractors and consultants.
D.Accessibility. Upon reasonable notice, the City will provide assistance for those persons
with sensory impairments. For further information please contact the ADA Coordinator
David Arnado at 406-582-3232 or the City’s TTY line at406-582-2301.
E.Procurement. When discrepancies occur between words and figures in this solicitation,
the words shall govern. No responsibility shall attach to a City employee for the
premature opening of an RFPnot properly addressed and identified in accordance with
these documents.
F.Governing Law. This solicitation and any disputes arising hereunder or under any future
agreement shall be governed and construed and enforced in accordance with the laws
ofthe State of Montana, without reference to principles of choice or conflicts oflaws.
XIV.ATTACHMENTS
The following exhibits are incorporated in this RFP:
Appendix A: Non-Discrimination Affirmation
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Appendix B: Form of Professional Services Agreement
END OF RFP
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Attachment A
NONDISCRIMINATION AND EQUAL PAY AFFIRMATION
____________________________________(name of entity submitting) hereby affirms it will
not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national
origin, or because of actual or perceived sexual orientation, gender identity or disability and
acknowledges and understands the eventual contract will contain a provision prohibiting
discrimination as described above and this prohibition on discrimination shall apply to the
hiring and treatments or proposer’s employees and to all subcontracts.
In addition, ____________________________________(name of entity submitting) hereby
affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana
Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices”
website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices
publication and has read the material.
______________________________________
Name and title of person authorized to sign on behalf of submitter
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Memorandum
REPORT TO:City Commission
FROM:Griffin Nielsen, Project Engineer
Shawn Kohtz, Utilities Director
SUBJECT:Authorize the City Manager to sign Amendment 2 to the Professional
Services Agreement with Advanced Engineering and Environmental Services,
LLC for engineering services to design the Phase I Rehabilitation
Improvements to the City's Sourdough Water Storage Tank
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to sign Amendment No. 2 to the Professional
Services Agreement with the firm of Advanced Engineering and
Environmental Services, LLC for engineering services to design the Phase I
Rehabilitation Improvements to the City’s Sourdough Water Storage Tank.
STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and
maintenance for existing and new infrastructure.
BACKGROUND:The City is in the process of designing the Phase I Rehabilitation
Improvements for the existing Sourdough water tank located at the
intersection of Sourdough Road and Goldenstein Lane. The Sourdough tank
provides 4 million gallons of treated water storage and was originally
constructed in 1955.
The City’s consulting engineer for the project, Advanced Engineering and
Environmental Services (AE2S), recommends that additional geotechnical
and interior tank data be gathered prior to completing final design of the
rehabilitation improvements. Geotechnical data will be obtained through a
separate contract with TD&H Engineering. The attached Amendment 2
provides for collection of interior tank data, an update to the tank’s
structural evaluation, followed by completion of final design, agency
permitting, and construction bidding. A future PSA amendment will be
necessary to provide construction administration services for the
construction phase.
UNRESOLVED ISSUES:None
ALTERNATIVES:As suggested by the Commission
FISCAL EFFECTS:Amendment No. 2 adds a cost of $93,750 to complete the additional scope,
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bringing the total PSA costs to $212,650. Funding for the project is provided
from the water fund as project W84 in the Capital Improvement Plan at the
amount of $800,000. Sufficient funding is available for Amendment No. 2.
Attachments:
PSA Amendment 2_Sourdough Tank Ph 1 Rehab_AE2S.pdf
Report compiled on: December 4, 2024
171
Page 1 of 5 Engineer’s Project #: P05097-2022-013 Amendment No. 2 to Professional Services Agreement: Bozeman Sourdough Tank Rehabilitation Project THIS AGREEMENT is made as of this ________ day of _______________ 2024, between THE CITY OF BOZEMAN, a Municipal Corporation, Bozeman, Montana, herein referred to as CITY and Advanced Engineering and Environmental Services, LLC an Engineering Consulting Firm of Bozeman, Montana, herein referred to as Consultant. WHEREAS, the parties have entered into a Professional Services Agreement dated November 21st, 2023, herein referred to as Original Agreement for professional engineering services; and WHEREAS, the parties desire to further amend the provisions of this Agreement. NOW, THEREFORE, IN CONSIDERATION OF THE MUTUAL COVENANTS CONTAINED HEREIN, the parties agree as follows: Amend Article 6 – Compensation for Engineering Services of the Original Agreement as follows: 6.1 LUMP SUM AGREEMENT FOR BASIC SERVICES AND EXPENSES OF ENGINEER 6.1.1 Payment. The OWNER shall for design phase services performed as Basic Engineering Services under sections 4.1 through 4.3 of this Agreement pay a total sum in the amount of $173,450.00 for such services. 6.1.2 Payment Schedule. Total cumulative payments for the design phase engineering services (sections 4.2 through 4.3) shall not exceed the following ceilings: • $156,105.00 (90% of design fee) until the Preliminary Engineering Phase deliverables have been submitted to the OWNER. 6.1.3 General. Engineer shall submit monthly statements for services rendered. The statements shall be based upon Engineer's estimate of the proportion of the total services actually completed at the time of billing, subject to any limitations on Payments based on completion of tasks or specific retainage requirements pursuant to the payment provisions of this Agreement. 6.1.4 Reimbursable Expenses. Only those expenses specifically identified for payment under section 6.2 of this Agreement are reimbursable. All other design related expenses are included in the Lump Sum Payment for the Basic services (4.1 through 4.3) and are not separately reimbursable. Additional Services specifically identified under the scope of design services for payment under 6.1 are not separately reimbursable. ADD the following tasks and Fee to Paragraph 12.3 – Preliminary Design Phase of Exhibit A: • The Additional Services Provided during the Preliminary Design Phase as summarized and outlined in the Engineer’s letter to Owner’s Project Manager dated June 28, 2024. • Associated Fee: $33,750.00 172
Page 2 of 5 Engineer’s Project #: P05097-2022-013 DELETE the following tasks and fee: • Remove all outstanding tasks from the Preliminary Engineering Phase and Final Design Phase as outlined in Paragraphs 12.3 and 12.4, respectively, of Exhibit A - Project Scope and Fee Definition from the Engineer’s assignment. • DEDUCT $32,000 from Engineer’s Fees as Owner’s Credit for services removed from Engineer’s assignment. REVISE Paragraph 6.2.2, Reimbursable Expenses: • Reimbursable Expenses, as defined in section 7.4 of this Agreement, for Basic Services and Approved Additional Services shall be paid to the Engineer by the Owner in the actual amount of the costs incurred up to an amount not to exceed $24,200.00 which includes $23,700.00 for consultants employed by the Engineer and $500.00 for all other reimbursable expenses. The estimated reimbursable expenses are identified in Figure 1, below. Figure 1 - Reimbursable Expenses Specifically Identified for Payment | Amendment II. REPLACE EXHIBIT C WITH THE REVISED VERSION OF EXHIBIT C ATTACHED TO THIS AMENDMENT. ENGINEER’S REVISED ASSIGNMENT: Upon the effective date of this Amendment, in addition to the Bidding and Negotiating Phase Services outlined in paragraph 12.5 of Exhibit A – Project Scope and Fee Definition, the Engineer’s revised assignment for both the Preliminary Design Phase and the Final Design Phase is limited to providing the following deliverables as Final Design Phase Services: Tank Dive Inspection Report: THIS WILL PROVIDE MEASUREMENTS AND OBSERVATION REPORTS OF THE DUROMETER PAD THICKNESS, WALL CRACKING, AND FLOOR CRACKING, ESSENTIAL FOR ESTIMATING BENDING MOMENT FORCES IN THE TANK WALLS UNDER VARIOUS LOADING CONDITIONS. THE DATA WILL HELP STRUCTURAL ENGINEERS COMPLETE THE STRUCTURAL TECHNICAL MEMORANDUM (PART II). Structural Technical Memorandum (Part II): THIS MEMORANDUM WILL NARROW DOWN THE RANGE OF
EXPECTED DEMANDS PLACED ON THE STRUCTURE RELATIVE TO ITS ALLOWABLE STRESS AND PROVIDE THE OWNER WITH DATA TO FURTHER INFORM DECISION MAKING AND RISK MANAGE MENT. THE REPORT WILL INCORPORATE ESTIMATES OF
THE BENDING MOMENTS IN THE VERTICAL TANK WALLS DUE TO THE DUROMETER PAD’S CONDITION (AS OBSERVED BY TANK DIVERS) AND LATERAL EARTH PRESSURES BASED ON DATA COLLECTED BY THE OWNER’S GEOTECHNICAL ENGINEER. AN ADDITIONAL ASSESSMENT WILL EVALUATE THE BUOYANCY FOR CES ON THE MEMBRANE FLOOR DUE TO THE PRESENCE OF GROUNDWATER – BASED ON DATA COLLECTED BY THE OWNER’S GEOTECHNICAL ENGINEER. Construction Drawings: DESIGN AND CONSTRUCTION SCOPE WILL FOCUS ON REPLACING AND INSTALLING A NEW DRAIN LINE FROM THE TANK’S NORTHERN-MOST VALVE VAULT TO THE DRAINAGE SWALE NORTH OF TROOPER TRAIL, AND REPLACEMENT OF THE OVERFLOW PIPING AND EXISTING ACCESS LADDER INSIDE THE TANK. THE DRAWINGS WILL PROVIDE 173
Page 3 of 5 Engineer’s Project #: P05097-2022-013 SUFFICIENT DETAIL TO BIDDERS AND THE FUTURE GENERAL CONTRACTOR TO COMMUNICATE THE SCOPE OF
CONSTRUCTION WITH THE PURPOSE OF OBTAINING COMPETITIVE BIDS FOR THE GENERAL CONSTRUCTION CONTRACT. Project Manual: THE MANUAL WILL INCLUDE THE FRONT-END BIDDING DOCUMENTS, OWNER’S CONTRACT REQUIREMENTS, AND TECHNICAL SPECIFICATIONS, PREPARED IN CSI’S 50 DIVISION CONSTRUCTION FORMAT, AS WELL AS INSURANCE LIMITS COORDINATED BY THE ENGINEER WITH THE MONTANA MUNICIPAL INSURANCE AUTHORITY (MMIA). Basis of Design Report: THIS REPORT WILL PROVIDE THE CALCULATIONS AND TECHNICAL DATA SUPPORTING THE DESIGN OF THE DRAIN LINE, SPECIFICALLY FOCUSING ON ITS HYDRAULIC CAPACITY AND COMPLIANCE WITH DEQ-1 DESIGN STANDARDS FOR PUBLIC WATER WORKS. THE REPORT WILL ASSIST IN THE REGULATORY REVIEW AND DOCUMENT ENGINEER’S RECOMMENDATIONS AFTER REVIEWING CONDITION ASSESSMENT VIDEO OF THE EXISTING DRAIN LINE. Permitting: THE JOINT APPLICATION FOR WETLAND PERMITTING AND THE GALLATIN COUNTY RIGHT OF WAY PERMIT
WILL COMMUNICATE THE DESIGN SCOPE TO THE APPROPRIATE REGULATORY AUTHORITIES, RESPECTIVELY. WAITING FOR APPROVAL FROM THESE RESPECTIVE REGULATORY AGENCIES PRIOR TO BIDDING WILL REDUCE POTENTIAL FOR CHANGE ORDERS DURING CONSTRUCTION. EOPCC: ENGINEER’S OPINION OF PROBABLE CONSTRUCTION COSTS FOR CIVIL AND PROCESS UPGRADES DEPICTED IN CONSTRUCTION DRAWINGS & MANUAL. CONTINGENT WETLAND DELINEATION: At written direction from the Owner and Contingent upon the request of the Army Corp of Engineers or any authority having jurisdiction, Engineer will hire Consultant to perform a Wetland Delineation Study if required by any agency administrating any building permits required for this project, including but not limited to permits applied for under the Joint Application for Proposed Work in Montana’s Streams, Wetlands, Floodplains, and other Water Bodies. $7,500 is included in Engineer’s budget for Reimbursable Expenses to cover this work, however this Amendment makes no guarantee’s as to the actual cost of these services. If after receiving written direction from Owner to commence services for the Wetland Delineation Study, Engineer will provide an updated cost for these services and if these services exceed the estimated budget of $7,500, Engineer will be entitled to an equitable adjustment in compensation to cover the costs of these Outside Services. DEQ REVIEW: FINAL Copies of the Project Construction Drawings and the Project Manual will be submitted to DEQ for regulatory review and approval. Upon receipt of DEQ’s review letter, Engineer will make any corrections noted so long as DEQ’s corrections are relevant to the Engineer’s scope included herein. PROJECT SCHEDULE: • Tank Dive Inspection Report: ................................................. February 14, 2025* • Structural Technical Memorandum – Part II: ..................... 30 days from receipt of Geotech Report** • Construction Drawings: .......................................................... April 11, 2025 • Project Manual:........................................................................ April 11, 2025 • Basis of Design Report: ............................................................ April 11, 2025 • Wetland Stream Permitting Application: ............................. April 11, 2025 • Advertisements for Bids: ......................................................... June 7, 2025*** • Pre-Bid Conference: ................................................................ June 19, 2025 • Bid Opening: ............................................................................ June 26, 2025 • Notice of Award: ..................................................................... July 11, 2025 • Contract Effective Date: ......................................................... August 15, 2025 *Contingent Upon Dive Inspector’s Schedule. **Geotechnical samples understood to be collected week of December 16, 2024 with report to follow. ***Contingent upon DEQ Review schedule (60 Day Statutory Review Period). 174
Page 4 of 5 Engineer’s Project #: P05097-2022-013 FEE SUMMARY: Engineer is authorized to begin performance upon receipt of a copy of this Amendment signed by Owner. IN WITNESS WHEREOF, the parties hereto do make and execute this Amendment on the day and year first above written. CITY OF BOZEMAN ___________________________________ Interim City Manager ATTEST: ________________________________________ Mike Maas City Clerk APPROVED AS TO FORM ____________________________________ Greg Sullivan City Attorney CONSULTANT By:_______________________________________ Zach Magdol, PE Operations Manager 175
Page 5 of 5 Engineer’s Project #: P05097-2022-013 EXHIBIT C TO AGREEMENT BETWEEN OWNER AND ENGINEER FOR PROFESSIONAL SERVICES Engineer’s Maximum Billable Direct Labor Costs & Reimbursable Expanse Rates This Exhibit is attached to, made a part of, and incorporated by reference to Amendment 2, effective _________________________________, to the Agreement made on November 21, 2023 between the City of Bozeman (OWNER) and Advanced Engineering and Environmental Services, LLC (Engineer) providing for professional engineering services. Maximum Billable Direct Labor Costs Engineer 4 $68.00 Engineer 3 $55.00 Engineer 2 $45.00 Engineer 1 $40.00 Construction Services 4 $56.00 Construction Services 3 $50.00 Construction Services 2 $37.00 Engineering Tech 5 $46.00 Engineering Tech 4 $40.00 Engineering Tech 3 $36.00 Engineering Tech 2 $32.00 Engineering Tech 1 $24.00 I&C 4 $64.00 I&C 3 $56.00 I&C 2 $51.00 Reimbursable Expense Rates* Transportation $0.75/mile Survey Vehicle $0.95/mile Laser Printouts/Photocopies $0.30/copy Plotter Printouts $1.00/s.f. UAS - Photo/Video Grade $100.00/day UAS – Survey $50.00/day Mapping GPS $25.00/hour Fast Static/RTK GPS $50.00/hour Cellular Modem $75.00/month Legal Services Reimbursement $250.00/hour Outside Services cost * 1.15 Geotechnical Services cost * 1.30 Out of Pocket Expenses cost * 1.15 Project Specific Equipment Negotiable *These rates are subject to adjustment each year on January 1. 176
June 28, 2024 Griffin Nielsen, PE | Engineering/Utilities Department 20 E Olive Bozeman, MT 59715 gnielsen@bozeman.net Re: Sourdough Tank Rehabilitation | Design Services Amendment No. 2 Dear Mr. Nielsen: Through the completion of the Structural Analysis Technical Memorandum and preliminary engineering for the drain line replacement, the project team has identified the need for services that currently fall outside the scope of AE2S’s Professional Services Agreement. These services are discussed in more detail below with the impacts of these services outlined in the attached Fee Estimate. Task 01: Engineering Cost Opinions • Engineering Cost Opinions were originally excluded from the Scope of Work as a cost saving measure to meet the Owner’s budget. Through the course of Preliminary Engineering, the Owner had asked AE2S to provide an EOPCC for budget and financial purposes as well as to provide this cost to MMIA to inform their recommendation for insurance limits to require of the Contractor. Task 02: Project Schedule Delays • While the original project fee estimate was developed using AE2S’s 2023 Billing Rates, prolonged contract negotiations caused much of this work to be completed in 2024. An adjustment to Engineer’s budget is incorporated into this Amendment to reflect the increase in our services on January 1, 2024. • Drafts of Front End Bidding Documents were provided to the City on March 5, 2024. To date, we have not received any review comments from the City Attorney’s Office. This is 3 months beyond the agreed upon review schedule and adds time to our services to recommence finalization. Task 03: Drain Line Complexity • Scope to replace the drain line was incorporated into AE2S’s Professional Services Agreement without having any prior experience studying the present condition, alignment, or physical depth in previous condition assessment reports. Original costs for designing a replacement drain line were estimated assuming construction could simply follow the original alignment at a minimum bury depth. • After studying record drawings and developing preliminary alignments, attempting to meet regulatory requirements, and coordinating these alignments and impacts to the only two transmission lines that feed water to the distribution system, we quickly found that the drain line required and deserved a more robust design. Owner requests to add manholes for future drain line location were incorporated but we also discovered the exact alignment of the only two 177
transmission mains feeding the distribution system were correctly shown in either record drawing and therefore that same uncertainty was extended to the GIS data. • To confirm all alternatives were exhausted to reduce risks, the City asked us to consider alternative alignments, construction methods (pipe bursting, CIPP lining, and direction drilling), and trenching recommendations. Task 04: Permits and Easements • Through ongoing discussions with the City, we understand it is still the City’s preference for their Engineering Consultant to prepare all permit applications prior to Bid Advertisement and then transfer or assign those permits to the City’s Contractor upon execution of the Construction Contract. Our Professional Services Agreement does not include these services. • Task 04 represents our estimated fees to perform these services at the City’s request. We feel it is likely that the construction of a new drain line outfall will require stream permitting with DNRC’s joint application. Task 05: Existing Conditions Changes • Through design to date, AE2S has learned of the City’s uncertainty in its existing utilities and underground facilities at the Sourdough Tank property. • As a result, additional coordination, communication, and records review was completed in addition to providing maps with recommended locations for pot-hole utility locates, locations for geotechnical bore holes, and groundwater monitoring wells. Task 06: Additional Services • These additional services reflect the coordination time to communicate, facilitate, review and process additional condition assessment investigations as well as incorporate this data into the City’s Construction and Bidding Documents. Task 95: Expenses • The bulk of the expenses is based on a single preliminary cost proposal from a certified SCUBA diver to collect the condition assessment data outlined in the Structural Analysis TM. • AE2S has requested a cost proposal from one other service provider and will also work with the City of Bozeman to confirm the final scope of these services prior to sub-contracting for these services. Thank you for the opportunity to outline these costs and the impacts we have identified to our original scope. I am happy to review these estimated impacts at our next project review meeting on July 2, 2024; however, if there are any questions or concerns you would like to discuss prior to that meeting please do not hesitate to contact me: (m) 406-579-5104; (e) brian.viall@ae2s.com . Sincerely, Brian J. Viall, PE Project Manager Letter Dated June 28, 2024 | Page 2 of 2
178
Memorandum
REPORT TO:City Commission
FROM:David Arnado - Facilities Superintendent
Max Ziegler - Facilities Assistant Superintendent
SUBJECT:Authorize the City Manager to Sign Amendment 4 to the Professional
Services Agreement with Cushing Terrell for Swim Center Engineering and
Architectural Services
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Agreement - Vendor/Contract
RECOMMENDATION:Authorize the City Manager to Sign Amendment 4 to the Professional
Services Agreement with Cushing Terrell for Swim Center Engineering and
Architectural Services
STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and
maintenance for existing and new infrastructure.
BACKGROUND:On November 2, 2021, the citizens of Bozeman approved a bond for the
renovation of three recreation facilities, including the Bozeman Swim
Center. To inform project planning for the renovation work at the Swim
Center a visual structural and seismic assessment was conducted by
Morrison Maierle, which identified damage to parts of the wall and roof
structure. After receiving the structural assessment report the City took
immediate action to ensure the safety of occupants, as well as begin the
public procurement process for an Architecture and Engineering firm to
design repairs or improvements to the structure to address documented
damage and safety concerns. Cushing Terrell and a team including Aquatics
Design Group and DCI Engineers was selected based on their response to the
published Request For Qualifications. After assessing the Swim Center for
emergency repairs, Cushing Terrell provided Architectural and Engineering
services as required to complete the Phase 1 emergency repairs to the roof
and wall structures. Upon completion of emergency repairs, Cushing Terrell
provided full architectural services for Phase I and II of the renovation as
well as additional scope added to the project.
This amendment to the original Professional Service Agreement is to expand
the scope of services and duration of contract to include final as-built record
drawings of the emergency truss repairs and Swim Center renovation work,
as well as a 1-Year warranty walkthrough with the architect, engineers, and
aquatics consultant. This work will ensure full documentation of
modifications made to the Swim Center and verify that all installed work still
meets contract requirements before the end of the construction warranty
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period.
UNRESOLVED ISSUES:None at this time.
ALTERNATIVES:As suggested by City Commission.
FISCAL EFFECTS:This contract amendment will incur a fixed cost of $12,850 plus reimbursable
expenses to be paid from the Swim Center Renovation project budget.
Attachments:
Swim Center - Engineering and Architectural Services - PSA
4TH Amendment.pdf
Report compiled on: December 6, 2024
180
3RD Amendment to Professional Services Agreement for Swim Center Engineering and Architectural Services FY 2022 – FY 2024 Page 1 of 2
4TH AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
THIS 4TH AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT FOR
Swim Center Engineering and Architectural Services dated June 17, 2022, (the “Agreement”) is
made and entered into this _____ day of ____________, 2024, 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
Cushing Terrell, hereinafter referred to as “Contractor.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree to amend the Agreement
as follows:
1. Extension of Term. This Agreement is effective upon the date of its execution and will
terminate upon satisfactory completion of the agreed Scope of Services as described in
Exhibit A, which may be amended from time to time by the mutual agreement of the
Parties pursuant to terms of this agreement, as determined by the City.
2. Addition to Scope of Work. This amendment will expand the scope of work for this
contract to include the production of Record Drawings for the renovation project and pre-
project emergency repairs, and a 1-year warranty walkthrough of the Bozeman Swim
Center as described in Exhibit A.
3. Addition to Payment. See Exhibit A for fee proposal for services to be provided.
4. Agreement still valid. All remaining terms and provisions of the Agreement remain valid.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
181
3RD Amendment to Professional Services Agreement for Swim Center Engineering and Architectural Services FY 2022 – FY 2024 Page 2 of 2
IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and
year first above written.
CITY OF BOZEMAN, MONTANA CUSHING TERRELL
By________________________________ By_____________________________
Chuck Winn, City Manager Print Name:
Title:
APPROVED AS TO FORM
By_______________________________
Greg Sullivan, Bozeman City Attorney
182
EXHIBIT A
183
m Page 1 of 3
November 20, 2024
Max Ziegler, Facilities Project Coordinator
City of Bozeman
121 N Rouse Ave.
Bozeman, MT 59715
(406) 582-2439
wziegler@bozeman.net
Re: Professional Design Services for the City of Bozeman – Bozeman Swim Center Building Assessment –
Record Drawing Contract Amendment – Amendment 4
Dear Max:
Cushing Terrell is pleased to provide this architectural and engineering services proposal to complete record
drawings for the work completed at the Bozeman Swim Center Building, located at 1211 W Main Street, in
Bozeman, Montana.
The attached proposal provides a description of Cushing Terrell’s understanding of the project scope.
Please review the proposed services, timeline, and fees attached. Do not hesitate to call or email if you have
any questions. If you find this proposal meets your expectations, the Proposal for Contract Amendments
below can be attached to the City’s Professional Services Agreement to amend the Scope of Services and
sent to us for signature.
Thank you for this opportunity.
Sincerely,
Ali Vasarella, AIA
CUSHING TERRELL
cc: Cushing Terrell File – Bozeman Swim Center Attachments: Proposal for Record Drawings
Cushing Terrell
411 East Main St., Ste.101 Bozeman, MT 59715
(406) 556-7100
184
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2
Page 2 of 3
Proposal for Record Drawings Contract Amendments
Record Drawings for work at the Bozeman Swim Center Building.
SCOPE OF PROJECT
The City of Bozeman is seeking the Record Documentation for the work constructed at the Bozeman Swim
Center building in Bozeman, Montana.
SCOPE OF SERVICES
Cushing Terrell’s professional service will include the scope as described below.
Services
Record Drawing Scope
Record Drawings for the following scope based on the as-built documentation provided by the contractor,
Jackson Contracting Group including structural, architectural, pool specialties, plumbing, mechanical, and
electrical scopes of the following phases:
1. Phase 1 – Exterior Improvements work
2. Phase 2 – Interior Improvements work
3. Locker Room work
Assumptions
This proposal is based upon Cushing Terrell’s understanding of the following assumptions:
• The Record Drawings are based on the digital As-Built Drawings provided by Jackson Contractor
Group.
• The current fees do not include any site visits. If additional site visits will be required, additional
hourly service fees may be charged, depending on the extent of the additional work.
ANTICIPATED PROJECT SCHEDULE
The Record Drawings can be completed by the end of 2024 if written approval including definition of
approved scope is given by November 29, 2024.
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Page 3 of 3
COMPENSATION PROPOSAL
Record Drawing Services
Total for Design and CA Services $7,800
CT Arch/PM Fee $ 1,700
DCI Fee $ 1,800
ADG Fee $ 2,350
CT Mech/Plumb Fee $ 1,350
CT Elec Fee $ 600
Estimated Reimbursable Expenses
Anticipated reimbursable expenses for the scope outlined above are to be billed as incurred. Reimbursable
expenses incurred include the cost plus an additional 10% administration/processing fee. No additional
reimbursables are anticipated beyond ADG travel for a 1-Year Warranty Walkthrough, if that scope of work is
approved. These fees are subject to change if the scope of the project changes.
Additional Scope Offerings
The scope items below are additional items and associated fees that can be completed upon request:
• 1-Year Warranty Walkthrough – Includes a 2-hour site visit at around 11 months from the date of
Substantial Completion (November 4, 2024 / beginning of October 2025) with a representative from
ADG for pool specific items, and an architectural and mechanical/plumbing representative from
Cushing Terrell. A report of findings will be issued digitally after the site visit. This includes anticipated
reimbursables for ADG travel. - $3,850
• Emergency Repair Record Drawings – Includes revision of the Emergency Repairs Report with
changes as discussed via email with Jackson Contractor Group, as observed on previous site visits,
and from notes and redlines from Jackson Contractor Group. - $1,200
This contract amendment proposal is valid for 30 (thirty) days from date of issue.
186
Memorandum
REPORT TO:City Commission
FROM:Jim Veltkamp, Chief of Police
SUBJECT:Resolution 5665, a Resolution of the City Commission of the City of
Bozeman, Montana, Confirming the Appointment of Police Officers in
Accordance with Montana Code Annotated 7-32-4108 and 7-32-4113
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Resolution
RECOMMENDATION:Approve Resolution 5665.
STRATEGIC PLAN:7.2 Employee Excellence: Recruit, retain and value a diverse, well-trained,
qualified and motivated team capable of delivering superior performance.
Be accountable and expect accountability from others. Make demonstrated
use of good judgement a part of the evaluation process for promotions.
BACKGROUND:Section 7-32-4108, Montana Code Annotated, provides that all appointments
to the “police force” must be confirmed by the City Commission.
Section 7-32-4113, Montana Code Annotated, requires that in order to be
submitted to the City Commission for confirmation, every applicant will have
passed an examination and received a certificate from the police commission
noting that the applicant has qualified for appointment. Additionally, the
applicant must successfully complete a probationary period before being
submitted to the City Commission for confirmation as a member of the
“police force.”
Officers Sydney Walsh and Douglas Miller have met the above noted
requirements and have successfully completed their probationary period. As
such, Resolution 5665 was written to confirm the appointment of these
officers.
UNRESOLVED ISSUES:None.
ALTERNATIVES:As suggested by the City Commission.
FISCAL EFFECTS:None.
Attachments:
Commission Resolution 5665.pdf
187
Report compiled on: November 27, 2024
188
RESOLUTION NO. 5665
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, CONFIRMING THE APPOINTMENT OF POLICE OFFICERS IN
ACCORDANCE WITH MONTANA CODE ANNOTATED 7-32-4108 AND 7-32-4113.
WHEREAS, Section 7-32-4108, Montana Code Annotated, provides that all appointments
to the “police force” must be confirmed by the city council or commission; and
WHEREAS, the following listed officers have passed the required examinations, have
been certified by the Police Commission, have successfully completed the probationary period,
and have been appointed to the City’s police force by the chief of police.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana: that the following listed officers are confirmed as members of the Bozeman
Police Department.
SYDNEY WALSH
DOUGLAS MILLER
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of
Bozeman, Montana, at a regular session thereof held on the 17th day of December, 2024.
189
__________________________________ TERENCE CUNNINGHAM Mayor
ATTEST:
____________________________________
MIKE MAAS
City Clerk
APPROVED AS TO FORM:
___________________________________ GREG SULLIVAN City Attorney
190
Memorandum
REPORT TO:City Commission
FROM:Alex Newby, Deputy City Clerk
Mike Maas, City Clerk
SUBJECT:Resolution 5669 Prescribing Form and New Numbering Sequence for
Bozeman City Commission Resolutions and Ordinances
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Resolution
RECOMMENDATION:Consider the motion: I move to approve resolution 5669 .
STRATEGIC PLAN:7.3 Best Practices, Creativity & Foresight: Utilize best practices, innovative
approaches, and constantly anticipate new directions and changes relevant
to the governance of the City. Be also adaptable and flexible with an
outward focus on the customer and an external understanding of the issues
as others may see them.
BACKGROUND:Beginning in January of 2025, the City Clerks' Office will use an updated
number scheme for resolutions and ordinances. Numbers will be assigned
upon final adoption instead of at staff's request. Current practice of
assigning by request has led to numbering sequence gaps and a lack of clarity
when looking for them in the repository. Please see attached resolution for
additional information.
UNRESOLVED ISSUES:none identified
ALTERNATIVES:As per the Commission
FISCAL EFFECTS:none
Attachments:
Res 5669 Form and Numbering.docx
Report compiled on: December 11, 2024
191
RESOLUTION 5669
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA,
PRESCRIBING THE FORM AND NUMBERING OF CITY COMMISSION RESOLUTIONS AND
ORDINANCES.
WHEREAS,7-5-103(1), MCA, states “(All ordinances must be submitted in writing in the
form prescribed by resolution of the governing body.”; and
WHEREAS,7-5-4201(2), MCA states that “All ordinances, bylaws, and resolutions must be
passed by the council and approved by the mayor or the person acting in the mayor's stead and
must be recorded in a book kept by the clerk, called "The Ordinance Book", and numbered by
numerical decimal system in the order in which they are passed or codified.”; and
WHEREAS,current practice of the City of Bozeman is to issue resolution and ordinance
numbers based upon the sequence of the request of staff; and
WHEREAS,there are times when the City Clerks’ Office has issued resolution and
ordinance numbers that the City Commission has not adopted; and
WHEREAS,gaps in the numbering system provide a lack of transparency for the public;
and
WHEREAS,resolutions and ordinances only numbered in sequential order create a
difficulty in readily identifying their time of adoption; and
WHEREAS, the City Clerk is the employee designated to keep the register of ordinances.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman,
Montana, to wit:
192
Resolution 5669 Prescribing the Form and Numbering of City Commission Resolutions and Ordinances
Page 2 of 3
SECTION 1
Form of Resolutions and Ordinances. The City Clerks’ Office, in consultation with the City
Attorney’s Office will produce template versions of resolutions and ordinances that comply with
statutory requirements, requirements of the Charter of the City of Bozeman, Bozeman Municipal
Code, and Administrative Orders. Additionally, the City Clerks’ Offices will ensure the signature
of the presiding officer of the governing body, attestation, and approval as to form after
adoption.
SECTION 2
Numbering. Resolutions and ordinances shall be numbered in the order in which they are
finally adopted by the City Commission with the four-digit year of adoption following by a
sequential number; example: YYYY-##.
SECTION 3
Register of Resolutions and Ordinances. The City Clerks’ Office shall maintain the existing
list of resolutions and ordinances indicating the change in numbering system. For any resolution
or ordinance that was previously publicly noticed by sequential numbering but not yet adopted,
the adopted number shall include both the sequential and new combined temporal-sequential
system to provide additional clarity.
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman,
Montana, at a regular session thereof held on the 17th day of December 2024.
___________________________________
TERRY CUNNINGHAM
Mayor
ATTEST:
___________________________________
MIKE MAAS
City Clerk
193
Resolution 5669 Prescribing the Form and Numbering of City Commission Resolutions and Ordinances
Page 3 of 3
APPROVED AS TO FORM:
___________________________________
GREG SULLIVAN
City Attorney
194
Memorandum
REPORT TO:City Commission
FROM:Shawn Kohtz, Director of Utilities
Kellen Gamradt, Engineer II
Greg Sullivan, City Attorney
SUBJECT:Public Hearing on Protests for Special Improvement District (SID) 789 and
Adoption of Resolution 5648 - a Resolution of the Bozeman City Commission
to Create SID Number 789 for the Purpose of Undertaking Certain
Wastewater Improvements to Annexed Properties of the Riverside
Community
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Resolution
RECOMMENDATION:Consider the Motion: After incorporating the information and findings in the
staff memorandum, oral findings made by the Commission during the public
hearing, information and findings contained in the proposed resolution, and
after considering public comment and hearing all protests and finding them
to be insufficient under law to bar further proceedings, I hereby move to
adopt Resolution 5648 creating Special Improvement District number 789 for
the purpose of financing wastewater improvements to annexed properties of
the Riverside Community
STRATEGIC PLAN:3.1 Public Safety: Support high quality public safety programs, emergency
preparedness, facilities, and leadership.
BACKGROUND:The City Commission adopted Resolution 5647 on November 19th, 2024
declaring it to be the intention of the City Commission to create Special
Improvement District (SID) 789 (the “District”) for the purpose of
undertaking certain wastewater improvements to annexed properties of the
Riverside Community and financing the costs thereof through the issuance
of SID bonds secured by the City’s SID Revolving Fund. The materials for the
November 19th Commission Resolution can be found here. In accordance
with Montana Code Annotated (MCA) Title 7-12 Part 41, notice of the
passage of this Resolution was published in the Bozeman Daily Chronicle on
November 23, 2024 and November 30, 2024 and mailed to all property
owners to be assessed. This established the protest period as November 23,
2024 to December 10, 2024 at 5:00 PM.
The purpose of this hearing is to provide an opportunity for the public to
comment on the proposal and for the Commission to hear and decide upon
all protests that were received prior to the end of the protest period. Should
195
the Commission determine protests do not meet the statutory threshold
(see below) the Commission may adopt the resolution creating the SID.
Pursuant to Section 7-12-4113, MCA, no further proceedings may be taken
on creation of an SID if the Commission finds that protest has been made by
the owners of property in the district to be assessed for more than 50% of
the cost of the proposed work.
During the protest period, no protests were received from property owners
in the proposed district.
UNRESOLVED ISSUES:None
ALTERNATIVES:1. Re-prioritize City funds to buy down the cost of the SID. This will require
the City’s capital improvements program to be amended
2. As determined by City Commission
FISCAL EFFECTS:The project total cost is estimated to be $3,791,320, which includes
construction, engineering, and incidental costs as described in Resolution
5647 and attached Exhibit C, “Engineer’s Opinion of Probable Cost.”
Assessments to each developed or developable property are identified in
Exhibit B, “Lot, Parcels, and Tracts Included with the District/Assessment
Methodology and Amounts.” The City will need to finance the project by
selling bonds pursuant to its authority under MCA chapter 7-12, part 42. The
proposed term of the bond is 20 years.
Based on the approved method of assessment, that is, to allocate the SID’s
share of costs based on a combination of equal assessment per residential
lot, tract and parcel, and a multiple of the equal assessment for non-
residential lots, tracts, and parcels, the total principal amount of the
assessment for costs of the improvements and incidental costs for each
residential and residential equivalent property in the District is estimated to
be $26,700. Accordingly, the total principal amount of the assessment
against the Clubhouse Tract (non-residential property) is estimated to be
$320,400. The assessment methodology and proposed estimated
assessments are shown on Exhibit B and in resolution 5647.
NEXT STEPS: The next steps will be for the City’s Engineering Division to
complete the design and to prepare construction documents to publicly bid
the project. Construction of the improvements will occur in FY26. In
addition, bonds must be sold and the City Commission must adopt a bond
resolution and a resolution assessing the properties for the costs of the
improvements.
196
Attachments:
Exhibit A SID No 789 Boundary.pdf
Exhibit B Riverside_PropertyLists v2.pdf
Exhibit C Riverside LS & FM_Budget_10_30_2024.pdf
Resolution 5648.docx
Report compiled on: December 4, 2024
197
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101C101B
101A
10A10B10C10D11A11B11C11D105A-1105B-1105C-1105D-1105E-1105F-1BLK 2LOT 17BLK 2LOT 18BLK 2LOT 19BLK 2LOT 20BLK 2LOT 21BLK 2LOT 22BLK 2LOT 23BLK 2LOT 24BLK 2LOT 25BLK 2LOT 26BLK 2LOT 27BLK 2LOT 28BLK 2LOT 29BLK 2LOT 30BLK 2LOT 31BLK 2LOT 32BLK 2LOT 33BLK 2LOT 34BLK 2LOT 35BLK 2LOT 36BLK 2LOT 37LOT 38BLK 2BLK 2LOT 15BLK 2LOT 16BLK 2LOT 43BLK 2LOT 42BLK 2LOT 41BLK 2LOT 40BLK 2LOT 391B1A2A-12B-12C-13C-133B-15A-15B-115C--15D-17A-17B-17C-117D-18A-18B-18C-18D-1107A-1107B-1107C-1109A109B109C109DLOT 1LOT 2LOT 3LOT 4113A-1113B-1113C-1113D-1114A-1114B-1114C-1116A-1116B-1116C-13A-1112A-11112B-1B1B1112C-1112D-1ABLK 4LOT 4BLK 2LOT 1PROPOSED BOUNDARY OF SID NO. 789SPECIAL IMPROVEMENT DISTRICT NO. 789BOUNDARY AND PROPERTY DESCRIPTIONPROPOSED SID NO. 789 BOUNDARY
198
SID No. 789; Assessment Roll
CLASS CODE 2201 RESIDENTIAL CITY/TOWN LOTS CLASS CODE 2207 COMMERCIAL CITY/TOWN LOTS
CLASS CODE 3501 IMPROVEMENT ON RESIDENTIAL CITY/TOWN LOTS CLASS CODE 3507 IMPROVEMENTS ON COMMERCIAL CITY/TOWN LOTS
CLASS CODE 3137 PROPERTY TAX ASSISTANT PROGRAM ON IMPROVEMENTS CLASS CODE 3671 GOLF COURSE IMPROVEMENTS
CLASS CODE 2132 PROPERTY TAX ASSISTANT PROGRAM ON LAND CLASS CODE 2311 GOLF COURSE LAND
GEO Code Parcel# Lot#Situs Address Owner Name 1 Owner Name 2 Address 1 City ST Zip Code Class Code
Assessed
Market Value
Total Assessed
Market Value Taxable
Total Principal Amount of
Special Assessments1106-0904-23-3-01-01-0000 RFG8020 1 51 PARK PLAZA RDBOZEMAN, MT 59715 WREN ROWAN A &ROSES DIANA R 51 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 434,159 5,861 $26,700.0006-0904-23-3-01-01-0000 RFG8020 3501 650,441 1,084,600 8,781 2 06-0904-23-3-01-02-0000 RFG8200 2 52 PARK PLAZA RDBOZEMAN, MT 59715 BROWN JACOB B & SEBRINA L 52 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 417,002 5,630 $26,700.00
06-0904-23-3-01-02-0000 RFG8200 3501 569,898 986,900 7,694
3 06-0904-23-3-01-03-0000 RFG7215 3 53 PARK PLAZA RDBOZEMAN, MT 59715 HANLEY KELLY &SLAYTON BROOKE 53 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 423,203 5,713 $26,700.00
06-0904-23-3-01-03-0000 RFG7215 3501 478,797 902,000 6,464 4 06-0904-23-3-01-04-0000 RFG9716 4 54 PARK PLAZA RDBOZEMAN, MT 59715 GEISSLER ALLEN TRUST DTD 3/01/1989 GEISSLER ALLEN TRUSTEE 54 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 431,165 5,821 $26,700.0006-0904-23-3-01-04-0000 RFG9716 3501 469,335 900,500 6,336 5 06-0904-23-3-01-05-0000 RFG9717 5 55 PARK PLAZA RDBOZEMAN, MT 59715 OMOHUNDRO WILLIAM D & ELISSA A TRUSTEES OMOHUNDRO FAMILY LIVING TR DTD 8/05/2021 PO BOX 189 BUFFALO WY 82834-0189 2201 438,374 5,918 $26,700.00
06-0904-23-3-01-05-0000 RFG9717 3501 471,026 909,400 6,359
6 06-0904-23-3-01-06-0000 RFG8065 6 56 PARK PLAZA RDBOZEMAN, MT 59715 VANDERMOLEN CARL & JEAN M 56 PARK PLAZA DR BOZEMAN MT 59715-9343 2201 431,836 5,830 $26,700.00
06-0904-23-3-01-06-0000 RFG8065 3501 563,764 995,600 7,611 7 06-0904-23-3-01-07-0000 RFG9718 7 57 PARK PLAZA RDBOZEMAN, MT 59715 JOHNSTONE ROBERTA L RIMPE 57 PARK PLAZA DR BOZEMAN MT 59715-9343 2201 431,836 5,830 $26,700.0006-0904-23-3-01-07-0000 RFG9718 3501 594,264 1,026,100 8,023 8 06-0904-23-3-01-08-0000 RFG8015 8 58 PARK PLAZA RDBOZEMAN, MT 59715 HOLLENSTEINER WILLIAM S 25 RIVER MEADOW LN BELGRADE MT 59714-9336 2201 434,488 5,866 $26,700.00
06-0904-23-3-01-08-0000 RFG8015 3501 690,912 1,125,400 9,327
9 06-0904-23-3-01-09-0000 RFG8724 9 59 PARK PLAZA RDBOZEMAN, MT 59715 STOCKTON DANIEL H III & LESLIE L 59 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 433,168 5,848 $26,700.00
06-0904-23-3-01-09-0000 RFG8724 3501 620,632 1,053,800 8,379
10 06-0904-23-3-02-01-0000 RFG9714 1 RIVERSIDE DRBOZEMAN, MT 59715 LEIGGI MICHAEL PATRICK &MCKAMEY SHELDON LOUISE 1 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 415,582 5,610 $26,700.0006-0904-23-3-02-01-0000 RFG9714 3501 627,618 1,043,200 8,473 11 06-0904-23-3-02-02-0000 RFG9370 2 2 PARK PLAZA RDBOZEMAN, MT 59715 MCNAB JOAN TEMPEL SUPRT TRST DTD 12/10/1 PATTERSON THOMAS A TRUSTEE 2 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 536,753 7,246 $26,700.00
06-0904-23-3-02-02-0000 RFG9370 3501 718,047 1,254,800 9,694
12 06-0904-23-3-02-03-0000 RFG9066 3 3 PARK PLAZA RDBOZEMAN, MT 59715 FLATNESS JEFFRY C & JOLYNNE 3 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 544,660 7,353 $26,700.00
06-0904-23-3-02-03-0000 RFG9066 3501 448,840 993,500 6,059
13 06-0904-23-3-02-04-0000 RFG9067 4 4 PARK PLAZA RDBOZEMAN, MT 59715 SCHAFF ALLEN K & DIANE C TRUSTEES SCHAFF FAMILY TRUST 4 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 551,871 7,450 $26,700.0006-0904-23-3-02-04-0000 RFG9067 3501 505,829 1,057,700 6,829 14 06-0904-23-3-02-05-0000 RFG9068 5 5 PARK PLAZA RDBOZEMAN, MT 59715 BASILE MICHAEL A TRUSTEE BASILE MICHAEL A REV LVG TR DTD 8/28/08 5 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 544,660 7,353 $26,700.0006-0904-23-3-02-05-0000 RFG9068 3501 986,680 1,531,340 13,320
15 06-0904-23-3-02-06-0000 RFG7807 6 6 PARK PLAZA RDBOZEMAN, MT 59715 GANNON KATHRYN A & JAMES H 6 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 544,660 7,353 $26,700.00
06-0904-23-3-02-06-0000 RFG7807 3501 680,440 1,225,100 9,186
16 06-0904-23-3-02-07-0000 RFG9064 7 7 PARK PLAZA RDBOZEMAN, MT 59715 HUKILL BARRY J REV TR DTD 4/12/01 HUKILL BARRY J UND 50% INT TRUSTEE 5150 N PINNACLE POINT DR TUCSON AZ 85749-7150 2201 545,028 7,358 $26,700.0006-0904-23-3-02-07-0000 RFG9064 3501 464,272 1,009,300 6,268 17 06-0904-23-3-02-08-0000 RFG9065 8 8 PARK PLAZA RDBOZEMAN, MT 59715 HAMANN CARLEY JANE & JOHN CHAMPLIN 4461 GLENWOOD DR BOZEMAN MT 59718-4591 2201 541,315 7,308 $26,700.0006-0904-23-3-02-08-0000 RFG9065 3501 489,685 1,031,000 6,611
18 06-0904-23-3-02-09-0000 RFG8386 9 9 PARK PLAZA RDBOZEMAN, MT 59715 9 PARK PLAZA LLC 2007 MORNINGVIEW TRL CASTLE ROCK CO 80109-2600 2201 541,315 7,308 $26,700.00
06-0904-23-3-02-09-0000 RFG8386 3501 491,585 1,032,900 6,636
19 06-0904-23-3-02-10-0000 RFG7738 10 10 PARK PLAZA RDBOZEMAN, MT 59715 JAEGER NINA & AL 10 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 541,315 7,308 $26,700.0006-0904-23-3-02-10-0000 RFG7738 3501 941,460 1,482,775 12,710 20 06-0904-23-3-02-11-0000 RFG8519 11 11 PARK PLAZA RDBOZEMAN, MT 59715 MARCHWICK JAMES L & SONJA L 11 PARK PLAZA DR BOZEMAN MT 59715-9343 2201 541,315 7,308 $26,700.0006-0904-23-3-02-11-0000 RFG8519 3501 375,085 916,400 5,064
21 06-0904-23-3-02-12-0000 RFG9070 12 12 PARK PLAZA RDBOZEMAN, MT 59715 HATHAWAY ROBERT A HATHAWAY MARILYN B 12 PARK PLAZA DR BOZEMAN MT 59715-9343 2201 530,875 7,167 $26,700.00
06-0904-23-3-02-12-0000 RFG9070 3501 550,525 1,081,400 7,432
22 06-0904-23-3-02-13-0000 RFG9071 13 13 PARK PLAZA RDBOZEMAN, MT 59715 LEE-EICHENWALD SCOTT & CARLA 13 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 536,368 7,241 $26,700.00
06-0904-23-3-02-13-0000 RFG9071 3501 463,432 999,800 6,256 23 06-0904-23-3-02-14-0000 RFG9072 14 14 PARK PLAZA RDBOZEMAN, MT 59715 LUEM CARL D &EDHOLM KARLI M 14 PARK PLAZA RD BOZEMAN MT 59715-9343 2201 535,981 7,236 $26,700.0006-0904-23-3-02-14-0000 RFG9072 3501 1,572,819 2,108,800 21,233
24 06-0904-23-4-03-01-0000 RFG8199 50 50 RIVERSIDE DRBOZEMAN, MT 59715 HERRICK MICHAEL J 50 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 534,035 7,209 $26,700.00
06-0904-23-4-03-01-0000 RFG8199 3501 337,865 871,900 4,561
25 06-0904-23-4-03-02-0000 RFG8202 49 49 RIVERSIDE DRBOZEMAN, MT 59715 DENMAN THOMAS D & DIXIE LYNN TRUSTEES DENMAN FAMILY TRUST DTD 9/24/90 49 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 530,875 7,167 $26,700.00
06-0904-23-4-03-02-0000 RFG8202 3501 491,625 1,022,500 6,637 26 06-0904-23-4-03-03-0000 RFG9715 48 48 RIVERSIDE DRBOZEMAN, MT 59715 MURPHY HARRY A III & REBECCA C 48 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 523,124 7,062 $26,700.0006-0904-23-4-03-03-0000 RFG9715 3501 465,576 988,700 6,285 27 06-0904-23-4-03-04-0000 RFG8725 47 47 RIVERSIDE DRBOZEMAN, MT 59715 BERTELSEN DARYL E 47 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 523,124 7,062 $26,700.00
06-0904-23-4-03-04-0000 RFG8725 3501 418,776 941,900 5,653
28 06-0904-23-4-03-05-0000 RFG8382 46 46 RIVERSIDE DRBOZEMAN, MT 59715 HOLLERN ROBERT & PAULINE 46 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 523,124 7,062 $26,700.00
06-0904-23-4-03-05-0000 RFG8382 3501 488,076 1,011,200 6,589 29 06-0904-23-4-03-06-0000 RFG7101 45 45 RIVERSIDE DRBOZEMAN, MT 59715 MARSHALL PRYDE DEBBIE S 45 RIVERSIDE DR BOZEMAN MT 59715-9345 2132 350,000 945 $26,700.0006-0904-23-4-03-06-0000 RFG7101 2201 173,124 2,337 06-0904-23-4-03-06-0000 RFG7101 3137 - -
06-0904-23-4-03-06-0000 RFG7101 3501 505,776 678,900 6,828
199
30 06-0904-23-4-03-07-0000 RFG9058 44 44 RIVERSIDE DRBOZEMAN, MT 59715 MERRILL CARYLE S 44 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 523,124 7,062 $26,700.00
06-0904-23-4-03-07-0000 RFG9058 3501 568,476 1,091,600 7,674
31 06-0904-23-4-04-01-7001 RFG9438 4-A 104 GALLATIN DRBOZEMAN, MT 59715 FRASER KYLE & WHITNEY 104 GALLATIN DR APT A BOZEMAN MT 59718-9385 2201 264,837 3,575 $26,700.00
06-0904-23-4-04-01-7001 RFG9438 3501 525,626 790,463 7,096 32 06-0904-23-4-04-01-7002 RFG10062 4-B 104 GALLATIN DR UNIT BBOZEMAN, MT 59715 GRINAGER STEVE LEE & ANNA MARIE 104 GALLATIN DR APT B BOZEMAN MT 59718-9385 2201 264,837 3,575 $26,700.0006-0904-23-4-04-01-7002 RFG10062 3501 613,860 878,697 8,287 33 06-0904-23-4-04-05-5001 RFG9096 102D1 102D GALLATIN DRBOZEMAN, MT 59715 DEHAAN DAVID A & DEBRA ANN TRUSTEES DEHAAN DAVID A & DEBRA ANN LIVING TRUST 102 GALLATIN DR APT D BOZEMAN MT 59718-9389 2201 459,422 6,202 $26,700.00
06-0904-23-4-04-05-5001 RFG9096 3501 446,500 905,922 6,028
34 06-0904-23-4-04-07-5002 RFG9095 102C1 102C GALLATIN DRBOZEMAN, MT 59715 HOELL GREGORY P &AUGUSTINE SHERI CAPLAN 102 GALLATIN DR APT C BOZEMAN MT 59718-9389 2201 374,906 5,061 $26,700.00
06-0904-23-4-04-07-5002 RFG9095 3501 333,240 708,146 4,499
35 06-0904-23-4-04-09-5003 RFG9094 102B1 102B GALLATIN DRBOZEMAN, MT 59715 RENO REBECCA RUTH &BREUNIG KURT ANTHONY PO BOX 22209 BILLINGS MT 59104-2209 2201 374,906 5,061 $26,700.0006-0904-23-4-04-09-5003 RFG9094 3501 474,694 849,600 6,408 36 06-0904-23-4-04-11-5004 RFG9093 102A1 102A GALLATIN DRBOZEMAN, MT 59715 MUSFELDT LINDA G TRUSTEE MUSFELDT LINDA G MANAGMENT TRT 50 3RD AVE S APT 802 JACKSONVILLE BEACH FL 32250-6780 2201 454,972 6,142 $26,700.00
06-0904-23-4-04-11-5004 RFG9093 3501 313,880 768,852 4,237
37 06-0904-23-4-04-13-5001 RFG10065 101D 101D GALLATIN DRBOZEMAN, MT 59715 CAMERON TRACY ALLEN & JENNY LYNN 101D GALLATIN DR BOZEMAN MT 59718-9388 2201 467,938 6,317 $26,700.00
06-0904-23-4-04-13-5001 RFG10065 3501 225,562 693,500 3,045
38 06-0904-23-4-04-15-5002 RFG8955 101C 101C GALLATIN DRBOZEMAN, MT 59715 KENT CLAUDIA 101 GALLATIN DR APT C BOZEMAN MT 59718-9388 2132 350,000 945 $26,700.0006-0904-23-4-04-15-5002 RFG8955 2201 34,005 459 06-0904-23-4-04-15-5002 RFG8955 3137 - - 06-0904-23-4-04-15-5002 RFG8955 3501 236,895 270,900 3,198
39 06-0904-23-4-04-17-5003 RFG9092 101B 101B GALLATIN DRBOZEMAN, MT 59715 DARK HORSE PROPERTIES LLC 8652 S 19TH AVE BOZEMAN MT 59718-4156 2201 406,058 5,482 $26,700.00
06-0904-23-4-04-17-5003 RFG9092 3501 250,042 656,100 3,376
40 06-0904-23-4-04-19-5004 RFG10110 101A 101A GALLATIN DRBOZEMAN, MT 59715 JOHNSON LEAH BRAUN 101 GALLATIN DR APT A BOZEMAN MT 59718-9388 2201 336,061 4,537 $26,700.0006-0904-23-4-04-19-5004 RFG10110 3501 230,739 566,800 3,115 41 06-0904-23-4-05-01-5001 RFG8508 10A 10A GALLATIN DRBOZEMAN, MT 59715 BRITT EMILY KATHERINE 1395 W CAMERON BRIDGE RD BOZEMAN MT 59718-8849 2201 370,252 4,998 $26,700.0006-0904-23-4-05-01-5001 RFG8508 3501 134,748 505,000 1,819
42 06-0904-23-4-05-01-5002 RFG8203 10B 10B GALLATIN DRBOZEMAN, MT 59715 BURNOR DEBRA J &SMITH MICHAEL A PO BOX 62 LAKE ELMORE VT 05657-0062 2201 310,162 4,187 $26,700.00
06-0904-23-4-05-01-5002 RFG8203 3501 253,438 563,600 3,421
43 06-0904-23-4-05-01-5003 RFG7214 10C 10C GALLATIN DRBOZEMAN, MT 59715 WILSHIRE FAMILY 1987 SURVIVORS TRUST WILSHIRE NANCY N TRUSTEE 10 GALLATIN DR APT C BOZEMAN MT 59718-1507 2201 310,162 4,187 $26,700.0006-0904-23-4-05-01-5003 RFG7214 3501 253,238 563,400 3,419 44 06-0904-23-4-05-01-5004 RFG6802 10D 10D GALLATIN DRBOZEMAN, MT 59715 BUCK TRAVIS & AMBER 214 SHEPHERD TRL UNIT A BOZEMAN MT 59718-5993 2201 361,260 4,877 $26,700.0006-0904-23-4-05-01-5004 RFG6802 3501 295,440 656,700 3,988
45 06-0904-23-4-05-09-5001 RFG7926 11A 11A GALLATIN DRBOZEMAN, MT 59715 KILLHAM SUSAN E TRUSTEE KILLHAM SUSAN E TRUST 358 MIDDLE COTTONWOOD LN BOZEMAN MT 59715-9432 2201 375,544 5,070 $26,700.00
06-0904-23-4-05-09-5001 RFG7926 3501 204,156 579,700 2,756
46 06-0904-23-4-05-11-5002 RFG9144 11B 11B GALLATIN DRBOZEMAN, MT 59715 DARK HORSE PROPERTIES LLC 111 GALLATIN DR APT A BOZEMAN MT 59718-9399 2201 322,538 4,354 $26,700.00
06-0904-23-4-05-11-5002 RFG9144 3501 396,762 719,300 5,356 47 06-0904-23-4-05-13-5003 RFG9920 11C 11C GALLATIN DRBOZEMAN, MT 59715 MACVEAN MARIA 11 GALLATIN DR APT C BOZEMAN MT 59718-1508 2201 314,758 4,249 $26,700.0006-0904-23-4-05-13-5003 RFG9920 3501 217,842 532,600 2,941
48 06-0904-23-4-05-15-5004 RFG7586 11D 11D GALLATIN DRBOZEMAN, MT 59715 CAIN STEPHANIE 11 GALLATIN DR APT D BOZEMAN MT 59718-1508 2132 350,000 945 $26,700.00
06-0904-23-4-05-15-5004 RFG7586 2201 38,775 523
06-0904-23-4-05-15-5004 RFG7586 3137 - -
06-0904-23-4-05-15-5004 RFG7586 3501 267,125 305,900 3,606 49 06-0904-23-4-06-01-5001 RFG9102 105A1 105A GALLATIN DRBOZEMAN, MT 59715 WARD MICHAEL S & LINDA B REV LIV TR AGR WARD MICHAEL S & LINDA B TRUSTEES 4747 HEAVENLY LN BOZEMAN MT 59715-8774 2201 450,382 6,080 $26,700.0006-0904-23-4-06-01-5001 RFG9102 3501 247,480 697,862 3,341 50 06-0904-23-4-06-03-5002 RFG9103 105B1 105B GALLATIN DRBOZEMAN, MT 59715 LIGHTNER DEBORAH K & THOMAS A TRUSTEES LIGHTNER FAMILY REVOCABLE TRUST 33160 N 71ST ST SCOTTSDALE AZ 85266-7189 2201 396,506 5,353 $26,700.00
06-0904-23-4-06-03-5002 RFG9103 3501 268,994 665,500 3,631
51 06-0904-23-4-06-05-5003 RFG9105 105D&105C1 0105C GALLATIN DRBOZEMAN, MT 59715 WARD MICHAEL S &WARD LINDA B REV LIV TRUST AGR DTD 11/9/4747 HEAVENLY LN BOZEMAN MT 59715-8774 3501 315,890 4,265 $26,700.00
06-0904-23-4-06-05-5003 RFG9105 2201 483,116 799,006 6,522 52 06-0904-23-4-06-09-5001 RFG9106 105E1 105E GALLATIN DRBOZEMAN, MT 59715 SHEA THOMAS J & PATRICIA L 105 GALLATIN DR BOZEMAN MT 59718-9327 2201 467,346 6,309 $26,700.0006-0904-23-4-06-09-5001 RFG9106 3501 311,340 778,686 4,203 53 06-0904-23-4-06-11-5002 RFG9107 105F1 105F GALLATIN DRBOZEMAN, MT 59715 NEAL TONI A 105 GALLATIN DR APT F BOZEMAN MT 59718-9386 2201 457,531 6,177 $26,700.00
06-0904-23-4-06-11-5002 RFG9107 3501 311,370 768,901 4,203
54 06-0904-25-2-01-01-0000 RFG9656 blk2, lot 17 17 RIVERSIDE DRBOZEMAN, MT 59715 GAINES GENE FRANKLIN TRUSTEE &SMITH-GAINES CATHERINE ELIZABETH TRUSTEE 17 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 526,021 7,101 $26,700.00
06-0904-25-2-01-01-0000 RFG9656 3501 478,279 1,004,300 6,457 55 06-0904-25-2-01-02-0000 RFG8919 blk2, lot 18 18 RIVERSIDE DRBOZEMAN, MT 59715 THURLBY MICHAEL JAMES & CATHERINE AMANDA 18 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 528,465 7,134 $26,700.0006-0904-25-2-01-02-0000 RFG8919 3501 431,135 959,600 5,820 56 06-0904-25-2-01-03-0000 RFG7882 blk2, lot 19 19 RIVERSIDE DRBOZEMAN, MT 59715 KING CHARLES H JR & KAREN H 1223 SAILFISH ST HITCHCOCK TX 77563-2716 2201 528,465 7,134 $26,700.00
06-0904-25-2-01-03-0000 RFG7882 3501 192,735 721,200 2,602
57 06-0904-25-2-01-04-0000 RFG7087 blk2, lot 20 20 RIVERSIDE DRBOZEMAN, MT 59715 MONAHAN RICHARD C & BARBARA L PO BOX 7328 BOZEMAN MT 59771-7328 3501 436,635 5,895 $26,700.00
06-0904-25-2-01-04-0000 RFG7087 2201 528,465 965,100 7,134 58 06-0904-25-2-01-05-0000 RFG6778 blk2, lot 21 21 RIVERSIDE DRBOZEMAN, MT 59715 KAMP MARY MILKOVICH &COLLUM DICK 21 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 540,563 7,298 $26,700.0006-0904-25-2-01-05-0000 RFG6778 3501 350,637 891,200 4,734 59 06-0904-25-2-01-06-0000 RFG7822 blk2, lot 22 22 RIVERSIDE DRBOZEMAN, MT 59715 BING MICHAEL P 22 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,670 7,178 $26,700.00
06-0904-25-2-01-06-0000 RFG7822 3501 441,130 972,800 5,955
60 06-0904-25-2-01-07-0000 RFG8425 blk2, lot 23 23 RIVERSIDE DRBOZEMAN, MT 59715 LEIGLAND ROBERT & SUSAN TRUSTEE ROBERT & SUSAN LEIGLAND REVOC LV TRUST 23 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,670 7,178 $26,700.00
06-0904-25-2-01-07-0000 RFG8425 3501 502,930 1,034,600 6,790
61 06-0904-25-2-01-08-0000 RFG7086 blk2, lot 24 24 RIVERSIDE DRBOZEMAN, MT 59715 LIVESAY TREVOR J TRUSTEE LIVESAY TREVOR J LIV TRT 24 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 508,286 6,862 $26,700.0006-0904-25-2-01-08-0000 RFG7086 3501 1,063,260 1,571,546 14,354 62 06-0904-25-2-01-09-0000 RFG8201 blk2, lot 25 25 RIVERSIDE DRBOZEMAN, MT 59715 KAMP JOHN REV TRUST DTD 3/29/05 KAMP JOHN TRUSTEE PO BOX 1865 BOZEMAN MT 59771-1865 2201 536,753 7,246 $26,700.0006-0904-25-2-01-09-0000 RFG8201 3501 701,047 1,237,800 9,464
200
63 06-0904-25-2-01-10-0000 RFG9571 blk2, lot 26 26 RIVERSIDE DRBOZEMAN, MT 59715 SEYMOUR DARRYL S & KELLY L TRUSTEES SEYMOUR DARRYL S & KELLY RV TRST 1-20-22 26 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,273 7,172 $26,700.00
06-0904-25-2-01-10-0000 RFG9571 3501 551,927 1,083,200 7,451
64 06-0904-25-2-01-11-0000 RFG9069 blk2, lot 27 27 RIVERSIDE DRBOZEMAN, MT 59715 HARRIS LEONARD JOHN & LISBETH A PO BOX 11341 BOZEMAN MT 59719-1341 2201 522,287 7,051 $26,700.00
06-0904-25-2-01-11-0000 RFG9069 3501 301,613 823,900 4,072 64 06-0904-25-2-01-12-0000 RFG8308 blk2, lot 28 28 RIVERSIDE DRBOZEMAN, MT 59715 DAWS BRAD W & VIRGINIA K PO BOX 1799 BOZEMAN MT 59771-1799 2201 506,910 6,843 $26,700.0006-0904-25-2-01-12-0000 RFG8308 3501 1,243,390 1,750,300 16,786 66 06-0904-25-2-01-13-0000 RFG7753 blk2, lot 29 29 RIVERSIDE DRBOZEMAN, MT 59715 JOZOVICH JOYCE 29 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 506,910 6,843 $26,700.00
06-0904-25-2-01-13-0000 RFG7753 3501 500,090 1,007,000 6,751
67 06-0904-25-2-01-14-0000 RFG7721 blk2, lot 30 30 RIVERSIDE DRBOZEMAN, MT 59715 OSTERMAN BARBARA J 31 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 522,287 522,287 7,051 $26,700.00
68 06-0904-25-2-01-15-0000 RFG8886 blk2, lot 31 31 RIVERSIDE DRBOZEMAN, MT 59715 OSTERMAN BARBARA J 31 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 532,857 7,194 $26,700.00
06-0904-25-2-01-15-0000 RFG8886 3501 408,843 941,700 5,519 69 06-0904-25-2-01-16-0000 RFG6772 blk2, lot 32 32 RIVERSIDE DRBOZEMAN, MT 59715 KLARE RUSSELL 32 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,670 7,178 $26,700.0006-0904-25-2-01-16-0000 RFG6772 3501 501,330 1,033,000 6,768
70 06-0904-25-2-01-17-0000 RFG7224 blk2, lot 33 33 RIVERSIDE DRBOZEMAN, MT 59715 CETRARO ANDREW L 33 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,670 7,178 $26,700.00
06-0904-25-2-01-17-0000 RFG7224 3501 442,830 974,500 5,978
71 06-0904-25-2-01-18-0000 RFG9061 blk2, lot 34 34 RIVERSIDE DRBOZEMAN, MT 59715 REEVES COURTNEY O DELL 34 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,670 7,178 $26,700.00
06-0904-25-2-01-18-0000 RFG9061 3501 745,430 1,277,100 10,063 72 06-0904-25-2-01-19-0000 RFG7749 blk2, lot 35 35 RIVERSIDE DRBOZEMAN, MT 59715 NIELSEN ROXANNE K REVOCABLE TRUST NIELSEN ROXANNE K TRUSTEE 50 HACIENDA CIR ORINDA CA 94563-1735 2201 537,522 7,257 $26,700.0006-0904-25-2-01-19-0000 RFG7749 3501 634,778 1,172,300 8,570 73 06-0904-25-2-01-20-0000 RFG7748 blk2, lot 36 36 RIVERSIDE DRBOZEMAN, MT 59715 THOMPSON LEE TRUSTEE THOMPSON VAN VOLKOM TRUST DATED 3/22/22 36 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,670 7,178 $26,700.00
06-0904-25-2-01-20-0000 RFG7748 3501 498,030 1,029,700 6,723
74 06-0904-25-2-01-21-0000 RFG9970 blk2, lot 37 37 RIVERSIDE DRBOZEMAN, MT 59715 MARCHI ANTHONY J & RUTH ANN 37 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,670 7,178 $26,700.00
06-0904-25-2-01-21-0000 RFG9970 3501 444,030 975,700 5,994 75 06-0904-25-2-01-22-0000 RFG9570 blk2, lot 38 38 RIVERSIDE DRBOZEMAN, MT 59715 NOREM JAMES S & KERRY 38 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,670 7,178 $26,700.0006-0904-25-2-01-22-0000 RFG9570 3501 459,530 991,200 6,204 76 06-0904-26-1-01-01-0000 RFG8961 blk2, lot 15 15 PARK PLAZA RDBOZEMAN, MT 59715 HENSLEE ISAAC, KIERSTEN TRUSTEE &HENSLEE ISAAC & KIERSTEN FAMILY TRUST AG 15 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 526,021 7,101 $26,700.00
06-0904-26-1-01-01-0000 RFG8961 3501 785,600 1,311,621 10,606
77 06-0904-26-1-01-02-0000 RFG8195 blk2, lot 16 16 RIVERSIDE DRBOZEMAN, MT 59715 BASYE JASON 16 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 526,021 7,101 $26,700.00
06-0904-26-1-01-02-0000 RFG8195 3501 372,379 898,400 5,027 78 06-0904-26-1-02-01-0000 RFG9945 blk2, lot 43 43 RIVERSIDE DRBOZEMAN, MT 59715 JENKINS LAURETTE L & PALMER L PO BOX 418 MOOSE WY 83012-0418 2201 523,124 7,062 $26,700.0006-0904-26-1-02-01-0000 RFG9945 3501 525,176 1,048,300 7,090 79 06-0904-26-1-02-02-0000 RFG8229 blk2, lot 42 42 RIVERSIDE DRBOZEMAN, MT 59715 BAILES GLENN M & DIANE S 42 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 524,372 7,079 $26,700.00
06-0904-26-1-02-02-0000 RFG8229 3501 581,528 1,105,900 7,851
80 06-0904-26-1-02-03-0000 RFG7544 blk2, lot 41 41 RIVERSIDE DRBOZEMAN, MT 59715 GOLDWARG ERIC K &RIDGWAY EMILY B 41 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,670 7,178 $26,700.00
06-0904-26-1-02-03-0000 RFG7544 3501 903,560 1,435,230 12,198 81 06-0904-26-1-02-04-0000 RFG8146 blk2, lot 40 40 RIVERSIDE DRBOZEMAN, MT 59715 WENGER JAMES M & LYNDA K 40 RIVERSIDE DR BOZEMAN MT 59715-9345 2201 531,670 7,178 $26,700.0006-0904-26-1-02-04-0000 RFG8146 3501 824,930 1,356,600 11,137 82 06-0904-26-1-02-05-0000 RFG6717 blk2, lot 39 39 RIVERSIDE DRBOZEMAN, MT 59715 LACKEY JOHN T REV LIV TRUST LACKEY JOHN T TRUSTEE 1795 HOOKER OAK AVE CHICO CA 95926-1736 2201 531,670 7,178 $26,700.00
06-0904-26-1-02-05-0000 RFG6717 3501 442,930 974,600 5,980
83 06-0904-26-1-03-01-5001 RFG7864 1B 1A GALLATIN DRBOZEMAN, MT 59715 MILLS GEORGE R & COLLEEN A 1 GALLATIN DR UNIT A BOZEMAN MT 59718-1517 2201 398,171 5,375 $26,700.00
06-0904-26-1-03-01-5001 RFG7864 3501 246,429 644,600 3,327
84 06-0904-26-1-03-03-5002 RFG6715 1A 1B GALLATIN DRBOZEMAN, MT 59715 SATCHELL DANNY D & CATHERINE A TRUSTEES SATCHELL REV TRUST AGREEMENT 1 GALLATIN DR UNIT B BOZEMAN MT 59718-1517 2201 351,508 4,745 $26,700.0006-0904-26-1-03-03-5002 RFG6715 3501 347,292 698,800 4,688 85 06-0904-26-1-03-05-5001 RFG9073 2A1 2A GALLATIN DRBOZEMAN, MT 59715 PETERSON JOHN E & SYDNEY S 2 GALLATIN DR APT A BOZEMAN MT 59718-1515 2201 402,412 5,433 $26,700.0006-0904-26-1-03-05-5001 RFG9073 3501 386,288 788,700 5,215
86 06-0904-26-1-03-07-5002 RFG9074 2B1 2B GALLATIN DRBOZEMAN, MT 59715 RICHARDSON SALLY 2 GALLATIN DR APT B BOZEMAN MT 59718-1515 2201 351,508 4,745 $26,700.00
06-0904-26-1-03-07-5002 RFG9074 3501 279,492 631,000 3,773
87 06-0904-26-1-03-09-5003 RFG9075 2C1 2C GALLATIN DRBOZEMAN, MT 59715 PERLINSKI JAMEY P & KYLIE S 2 GALLATIN DR APT C BOZEMAN MT 59718-1515 2201 361,260 4,877 $26,700.0006-0904-26-1-03-09-5003 RFG9075 3501 318,540 679,800 4,300 88 06-0904-26-1-03-13-5001 RFG9077 3A2 3A GALLATIN DRBOZEMAN, MT 59715 NEATE TREVOR WARREN &THOMPSON PATRICIA SUE 3 GALLATIN DR APT A BOZEMAN MT 59718-1506 2201 385,001 5,198 $26,700.0006-0904-26-1-03-13-5001 RFG9077 3501 533,099 918,100 7,197
89 06-0904-26-1-03-15-5002 RFG9078 3B1 3B GALLATIN DRBOZEMAN, MT 59715 ONE MORE CAST LLC 1607 6TH ST CORONADO CA 92118-1949 2201 309,217 4,174 $26,700.00
06-0904-26-1-03-15-5002 RFG9078 3501 433,483 742,700 5,852
90 06-0904-26-1-03-17-5003 RFG9079 3C1 3C GALLATIN DRBOZEMAN, MT 59715 STINNETT DONNA F 1968 S COAST HWY # 879 LAGUNA BEACH CA 92651-3681 2201 360,674 4,869 $26,700.0006-0904-26-1-03-17-5003 RFG9079 3501 302,630 663,304 4,086 91 06-0904-26-1-03-19-5001 RFG9080 5A1 5A GALLATIN DRBOZEMAN, MT 59715 SWANK JERRY 4101 COCHRAN CHAPEL RD DALLAS TX 75209-1503 2201 371,865 5,020 $26,700.0006-0904-26-1-03-19-5001 RFG9080 3501 354,735 726,600 4,789
92 06-0904-26-1-03-21-5002 RFG9081 5B1 5B GALLATIN DRBOZEMAN, MT 59715 RIVENES JAMES S & NOEL S 9056 FIELDCREST COURT DALLAS TX 75238 2201 310,162 4,187 $26,700.00
06-0904-26-1-03-21-5002 RFG9081 3501 431,838 742,000 5,830
93 06-0904-26-1-03-23-5003 RFG9082 5C1 5C GALLATIN DRBOZEMAN, MT 59715 KAUFFMAN FAM TR AGR CREATED UNDER SUR TR KAUFFMAN DONALD J TRUSTEE 5 GALLATIN DR APT C BOZEMAN MT 59718-1503 2201 312,026 4,212 $26,700.0006-0904-26-1-03-23-5003 RFG9082 3501 430,474 742,500 5,811 94 06-0904-26-1-03-25-5004 RFG9083 5D1 5D GALLATIN DRBOZEMAN, MT 59715 AMENDE JANICE S 5 GALLATIN DR APT D BOZEMAN MT 59718-1503 2201 386,430 5,217 $26,700.0006-0904-26-1-03-25-5004 RFG9083 3501 352,870 739,300 4,764
06-0904-26-1-03-25-6500 RFG28590 RIVERSIDE COUNTRY CLUB INC 2500 SPRINGHILL RD BOZEMAN MT 59718-8466 2160 79,574 -
95 06-0904-26-1-03-27-5001 RFG9084 7A1 7A GALLATIN DRBOZEMAN, MT 59715 SCHLAUCH MICHAEL K & TRACY J 7 GALLATIN DR APT A BOZEMAN MT 59718-1502 2201 370,792 5,006 $26,700.00
06-0904-26-1-03-27-5001 RFG9084 3501 316,508 687,300 4,273
96 06-0904-26-1-03-29-5002 RFG9085 7B1 7B GALLATIN DRBOZEMAN, MT 59715 YAUK PHILIP J & REBECCA L 7 GALLATIN DR APT B BOZEMAN MT 59718-1502 2135 317,418 2,158 $26,700.0006-0904-26-1-03-29-5002 RFG9085 2201 - - 06-0904-26-1-03-29-5002 RFG9085 3140 32,582 222 06-0904-26-1-03-29-5002 RFG9085 3501 215,400 215,400 2,908
201
97 06-0904-26-1-03-31-5003 RFG9086 7C1 7C GALLATIN DRBOZEMAN, MT 59715 MARTIN SAMUEL K & BONNIE S TRUSTEES MARTIN SAMUEL K & BONNIE S REV TRUST 7 GALLATIN DRIVE UNIT C BOZEMAN MT 59718 2201 339,420 4,582 $26,700.00
06-0904-26-1-03-31-5003 RFG9086 3501 297,780 637,200 4,020
98 06-0904-26-1-03-33-5004 RFG9087 7D1 7D GALLATIN DRBOZEMAN, MT 59715 BUTLER FAM TR CREATED UDA BUTLER LIV TR BUTLER NINA M TRUSTEE 245 RAMONA PL CAMARILLO CA 93010-8406 2201 362,999 4,900 $26,700.00
06-0904-26-1-03-33-5004 RFG9087 3501 248,001 611,000 3,348 99 06-0904-26-1-03-35-5001 RFG9088 8A1 8A GALLATIN DRBOZEMAN, MT 59715 GILL PATRICK 8856 38TH AVE SW SEATTLE WA 98126-3619 2201 364,145 4,916 $26,700.0006-0904-26-1-03-35-5001 RFG9088 3501 332,830 696,975 4,493 100 06-0904-26-1-03-37-5002 RFG9089 8B1 8B GALLATIN DRBOZEMAN, MT 59715 MATTERN LAUREN E 8 GALLATIN DR APT B BOZEMAN MT 59718-1504 2201 319,153 4,309 $26,700.00
06-0904-26-1-03-37-5002 RFG9089 3501 234,447 553,600 3,165
101 06-0904-26-1-03-39-5003 RFG9090 8C1 8C GALLATIN DRBOZEMAN, MT 59715 VINES ROBERT & CATHERINE 29112 N 67TH ST CAVE CREEK AZ 85331-6513 2201 313,856 4,237 $26,700.00
06-0904-26-1-03-39-5003 RFG9090 3501 338,344 652,200 4,568
102 06-0904-26-1-03-41-5004 RFG9091 8D1 8D GALLATIN DRBOZEMAN, MT 59715 KENT HELEN E 8 GALLATIN DR APT D BOZEMAN MT 59718-1504 2201 374,504 5,056 $26,700.0006-0904-26-1-03-41-5004 RFG9091 3501 667,696 1,042,200 9,014 103 06-0904-26-1-04-15-5001 RFG9109 107A1 107A GALLATIN DRBOZEMAN, MT 59715 POLETTE LUELLA 107 GALLATIN DR APT A BOZEMAN MT 59718-9326 2201 453,675 6,125 $26,700.00
06-0904-26-1-04-15-5001 RFG9109 3501 301,970 755,645 4,077
104 06-0904-26-1-04-17-5002 RFG9110 107B1 107B GALLATIN DRBOZEMAN, MT 59715 HARRIS HEATHER SUE 155 SNOWY RIVER PL CLARKESVILLE GA 30523-2359 2201 380,672 5,139 $26,700.00
06-0904-26-1-04-17-5002 RFG9110 3501 370,028 750,700 4,995
105 06-0904-26-1-04-19-5003 RFG9111 107C1 107C GALLATIN DRBOZEMAN, MT 59715 GASKILL DAVID KELLEY & MARY JEAN 107 GALLATIN DR APT C BOZEMAN MT 59718-9326 2201 446,328 6,025 $26,700.0006-0904-26-1-04-19-5003 RFG9111 3501 360,472 806,800 4,866 106 06-0904-26-1-04-21-5001 RFG9540 109A 109A GALLATIN DRBOZEMAN, MT 59715 CLARK DENNIS 109 GALLATIN DR APT A BOZEMAN MT 59718-9382 2201 463,131 6,252 $26,700.0006-0904-26-1-04-21-5001 RFG9540 3501 218,269 681,400 2,947
107 06-0904-26-1-04-23-5002 RFG7352 109B 109B GALLATIN DRBOZEMAN, MT 59715 EAM PROPERTIES LLC 1015 N 3RD ST BISMARCK ND 58501-3584 2201 411,468 5,555 $26,700.00
06-0904-26-1-04-23-5002 RFG7352 3501 215,632 627,100 2,911
108 06-0904-26-1-04-25-5003 RFG8198 109C 109C GALLATIN DRBOZEMAN, MT 59715 ANDERSON HUNTER M & ELLIOTT J TRUSTEES ANDERSON JIM & GOLDSTEIN DIANE TRUST 11-109 GALLATIN DR APT C BOZEMAN MT 59718-9382 2201 404,203 5,457 $26,700.0006-0904-26-1-04-25-5003 RFG8198 3501 169,497 573,700 2,288 109 06-0904-26-1-04-27-5004 RFG8454 109D 109D GALLATIN DRBOZEMAN, MT 59715 109 GALLATIN LLC 34 MARIE CT BOZEMAN MT 59718-6618 2201 431,911 5,831 $26,700.0006-0904-26-1-04-27-5004 RFG8454 3501 535,889 967,800 7,235
110 06-0904-26-1-04-29-5001 RFG8631 1 110A GALLATIN DRBOZEMAN, MT 59715 RYBKA ROBERT W & ROSEMARY LYN HERVEY 17298 N 77TH ST SCOTTSDALE AZ 85255-5826 2201 431,911 5,831 $26,700.00
06-0904-26-1-04-29-5001 RFG8631 3501 396,789 828,700 5,357
111 06-0904-26-1-04-31-5002 RFG7681 2 110B GALLATIN DRBOZEMAN, MT 59715 LOBAUGH LESLIE L & MARILEE G 1125 SANDPIPE CIRCLE TITUSVILLE FL 32796 2201 371,309 5,013 $26,700.0006-0904-26-1-04-31-5002 RFG7681 3501 261,991 633,300 3,537 112 06-0904-26-1-04-33-5003 RFG8159 3 110C GALLATIN DRBOZEMAN, MT 59715 LOCKART CYNTHIA &OMAN TED 110 GALLATIN DR APT C BOZEMAN MT 59718-9398 2201 371,309 5,013 $26,700.0006-0904-26-1-04-33-5003 RFG8159 3501 255,791 627,100 3,453
113 06-0904-26-1-04-35-5004 RFG8577 4 110D GALLATIN DRBOZEMAN, MT 59715 MESSMER JOAN H DYK TERRY L & BENF 110 GALLATIN DR APT D BOZEMAN MT 59718-9398 2132 350,000 945 $26,700.00
06-0904-26-1-04-35-5004 RFG8577 2201 103,675 1,400
06-0904-26-1-04-35-5004 RFG8577 3137 - -
06-0904-26-1-04-35-5004 RFG8577 3501 222,740 326,415 3,007 114 06-0904-26-1-04-37-5001 RFG9112 121A1 111A GALLATIN DRBOZEMAN, MT 59715 MARSHALL PRYDE SHAUN 8652 S 19TH AVE BOZEMAN MT 59718-4156 2201 413,223 5,579 $26,700.0006-0904-26-1-04-37-5001 RFG9112 3501 482,777 896,000 6,517
115 06-0904-26-1-04-39-5002 RFG9113 121B1 111B GALLATIN DRBOZEMAN, MT 59715 SHAW WILLIAM C & PENNY J 111 GALLATIN DR APT B BOZEMAN MT 59718-9399 2201 371,309 5,013 $26,700.00
06-0904-26-1-04-39-5002 RFG9113 3501 266,191 637,500 3,594
116 06-0904-26-1-04-41-5003 RFG9114 121C1 111C GALLATIN DRBOZEMAN, MT 59715 JEPSON EDWARD B 111 GALLATIN DR APT C BOZEMAN MT 59718-9399 2201 393,496 5,312 $26,700.00
06-0904-26-1-04-41-5003 RFG9114 3501 308,004 701,500 4,158 117 06-0904-26-1-04-43-5004 RFG9115 121D1A 111D GALLATIN DRBOZEMAN, MT 59715 BULGER JAMES CHRISTOPHER &BULGER MARY ANN 111 GALLATIN DR APT D BOZEMAN MT 59718-9399 2201 433,421 5,851 $26,700.0006-0904-26-1-04-43-5004 RFG9115 3501 407,370 840,791 5,499 118 06-0904-26-1-04-45-5001 RFG9116 113A1 113A GALLATIN DRBOZEMAN, MT 59715 WILLCOX LINDA L 113 GALLATIN DR APT A BOZEMAN MT 59718-8750 2201 449,043 6,062 $26,700.00
06-0904-26-1-04-45-5001 RFG9116 3501 425,957 875,000 5,750
119 06-0904-26-1-04-47-5002 RFG9117 113B1 113B GALLATIN DRBOZEMAN, MT 59715 SISSON GARY ALLEN & CAROLE JEAN MCDONALD SISSON CAROLE JEAN MCDONALD REVOC LIV TR 113 GALLATIN DR APT B BOZEMAN MT 59718-8750 2201 421,667 5,693 $26,700.00
06-0904-26-1-04-47-5002 RFG9117 3501 276,533 698,200 3,733 120 06-0904-26-1-04-49-5003 RFG9118 113C1 113C GALLATIN DRBOZEMAN, MT 59715 STABRYLLA GREGORY CORTRIGHT JOANNE 113 GALLATIN DR APT C BOZEMAN MT 59718-8750 2201 418,353 5,648 $26,700.0006-0904-26-1-04-49-5003 RFG9118 3501 348,247 766,600 4,701 121 06-0904-26-1-04-51-5004 RFG9119 113D1 113D GALLATIN DRBOZEMAN, MT 59715 ERICKSON DENNIS & JACOLYN 113 GALLATIN DR APT D BOZEMAN MT 59718-8750 2201 440,022 5,940 $26,700.00
06-0904-26-1-04-51-5004 RFG9119 3501 321,378 761,400 4,339
122 06-0904-26-1-04-53-5001 RFG22263 114A1 114A GALLATIN DRBOZEMAN, MT 59715 BYBEE DAVID E &COOMBS POLLY A 114A GALLATIN DR BOZEMAN MT 59718-9330 2201 439,304 5,931 $26,700.00
06-0904-26-1-04-53-5001 RFG22263 3501 488,896 928,200 6,600 123 06-0904-26-1-04-55-5002 RFG9097 114B1 114B GALLATIN DRBOZEMAN, MT 59715 BLANKENBAKER RICHARD S & SUE P 114 GALLATIN DR APT B BOZEMAN MT 59718-9330 2201 400,413 5,406 $26,700.0006-0904-26-1-04-55-5002 RFG9097 3501 396,987 797,400 5,359 124 06-0904-26-1-04-57-5003 RFG9098 114C1 114C GALLATIN DRBOZEMAN, MT 59715 ZELL MICHAEL P & BONNIE M 114 GALLATIN DR APT C BOZEMAN MT 59718-9330 2201 430,384 5,810 $26,700.00
06-0904-26-1-04-57-5003 RFG9098 3501 313,916 744,300 4,238
125 06-0904-26-1-04-59-5001 RFG9099 116A1 116A GALLATIN DRBOZEMAN, MT 59715 SATHER THOMAS C & JACQUELINE J &SATHER BREET & EMILY 116 GALLATIN DR APT A BOZEMAN MT 59718-9313 2201 440,737 5,950 $26,700.00
06-0904-26-1-04-59-5001 RFG9099 3501 479,390 920,127 6,472 126 06-0904-26-1-04-61-5002 RFG9100 116B1 116B GALLATIN DRBOZEMAN, MT 59715 MCGRATH STEPHEN T & STEPHANIE 116 GALLATIN DR APT B BOZEMAN MT 59718-9313 2201 384,005 5,184 $26,700.0006-0904-26-1-04-61-5002 RFG9100 3501 513,595 897,600 6,934 127 06-0904-26-1-04-63-5003 RFG9101 116C1 116C GALLATIN DRBOZEMAN, MT 59715 COPELAND MICHAEL D & SUSAN 116 GALLATIN DR APT C BOZEMAN MT 59718-9313 2201 483,116 6,522 $26,700.00
06-0904-26-1-04-63-5003 RFG9101 3501 299,180 782,296 4,039
128 06-0904-26-1-05-01-0000 RFG7713 COS 3030 Tract 1 2500 SPRINGHILL RDMT RIVERSIDE COUNTRY CLUB INC Clubhouse 2500 SPRINGHILL RD BOZEMAN MT 59718-8466 6512 - - $320,400.00
06-0904-26-1-05-01-0000 RFG7713 2207 1,082,161 20,453
06-0904-26-1-05-01-0000 RFG7713 3507 4,805,655 5,887,816 90,827 06-0904-26-1-05-01-0000 RFG7713 3671 1,894,355 17,996 129 06-0904-26-4-20-01-0000 RFG9063 COS 674 RIVERSIDE COUNTRY CLUB INC Tennis Courts 2500 SPRINGHILL RD BOZEMAN MT 59718-8466 2207 485,246 9,171 $26,700.0006-0904-26-4-20-01-0000 RFG9063 3507 219,970 705,216 4,157
202
130 06-0904-23-4-07-01-0000 RFG83995 COS 3030 Tract 2 RIVERSIDE COUNTRY CLUB INC Maintenance Bldg 2500 SPRINGHILL RD BOZEMAN MT 59718-8466 2311 22,496 $26,700.00
06-0904-23-4-07-01-0000 RFG83995 3671 238,450 260,946
131 06-0904-23-4-07-45-0000 RFG83996 COS 3030 Tract 3 RIVERSIDE COUNTRY CLUB INC Hole 6 Restroom 2500 SPRINGHILL RD BOZEMAN MT 59718-8466 2311 449,600 449,600 $26,700.00
$3,791,400.00
1Does not include interest on special assessments. Special assessments will be payable in semiannual installments of principal and interest over a term of 20 years. Special assessments are delinquent if not paid by November 30 and May 31 of each year in which the special
assessments are levied. It is expected that the first date on which special assessments will be due is November 30, 2025 or November 30, 2026, but may first be due on another date.
203
Owner: Bozeman MT, City of
Solicitor: Bozeman MT, City of
Bid Item Item Description Quantity Unit of Measure Unit Price Total Est. Price
101 Mobilization-Demobilization 1 LS $105,746.55 $105,746.55
102 Taxes, Bonds, Insurance 1 LS $45,319.95 $45,319.95
103 General Requirements 1 LS $90,639.90 $90,639.90
104 Install 6-inch HDPE Force Main Open Cut 3573 LF $80.00 $285,840.00
105 Install 10-inch HDPE Casing- HDD 421 LF $500.00 $210,500.00
106 Install 6-inch HDPE Force Main- HDD 274 LF $325.00 $89,050.00
107 Install 6-inch HDPE inside 10-inch HDPE Casing 421 LF $50.00 $21,050.00
108 6-inch HDPE Bends 7 EA $350.00 $2,450.00
109 6-inch Couplings 5 EA $350.00 $1,750.00
110 6" Plug Valves & Box 2 EA $3,000.00 $6,000.00
111 Force Main Air Relief Valves & MH 1 LS $20,000.00 $20,000.00
112 Tracer Wire Test Stations 9 EA $350.00 $3,150.00
113 Connect To Existing COB WRF manhole 1 LS $7,500.00 $7,500.00
114 Install 10" Gravity Sewer Main 52 LF $85.00 $4,420.00
115 48-inch Gravity Sewer Manholes 2 EA $6,000.00 $12,000.00
116 Underground Utility Crossings 13 EA $1,800.00 $23,400.00
117 Surface Restoration - Turf 3193 LF $10.00 $31,930.00
118 Surface Restoration - Asphalt 104 LF $100.00 $10,400.00
119 Surface Restoration - Gravel 276 LF $30.00 $8,280.00
120 Erosion Control 1 LS $7,500.00 $7,500.00
121 Traffic Control 1 LS $15,000.00 $15,000.00
122 Excavation, Dewatering, Site Work and Grading 1 LS $106,210.00 $106,210.00
123 Lift Station Wet Well, Lid, Hatch 1 LS $52,500.00 $52,500.00
124
Process Mech., Pumps, Control Panel, Pipe, Fittings and
Equipment 1 LS $406,695.00 $406,695.00
125 Building Enclosure 1 LS $185,040.00 $185,040.00
126 Building Mechanical (HPV) 1 LS $101,000.00 $101,000.00
127 Process and Building Electrical 1 LS $356,770.04 $356,770.04
128 Instrumentation and Controls (SCADA) 1 LS $38,075.00 $38,075.00
129 Tree Removal 1 LS $15,000.00 $15,000.00
130 Water Main Drop 1 LS $12,000.00 $12,000.00
131 Landscaping Restoration 1 LS $10,000.00 $10,000.00
132 Dewatering, Pipeline 1 LS $50,000.00 $50,000.00
133 MDT Bond 1 LS $5,000.00 $5,000.00
Total Estimated Bid Price = $2,340,216.44
Estimated Construction Cost = $2,340,216.44
20% Contingency = $468,043.29
Total Budgetary Construction Cost Estimate = $2,808,259.73
Engineer's Estimate
Exhibit C - Engineer's Opinion of Probable Cost
City of Bozeman Riverside Force Main
204
10/30/2024
Applicant Entity:
Project Title:
State Revolving
Fund Loans (SID)Other (SPECIFY)Local
Contribution Total
Grant Management $ -
City Administration Costs $ 38,000 $ 38,000
Legal $ -
Audit (REQUIRED) $ -
Loan Reserve $ 189,566 $ 189,566
Bond Counsel $ 50,000 $ 50,000
Other (SPECIFY) $ -
TOTAL ADMINISTRATION $ - $ 277,566 $ - $ - $ 277,566
Project Management
Preliminary Engineering $ 148,832 $ 148,832
Prelim & Final Design $ 180,229 $ 180,229
$ -
Bidding & Constr. Admin $ 172,000 $ 172,000
Construction Inspection $ 184,000 $ 184,000
$ - $ -
Construction $ 2,340,216 $ 2,340,216
Contingency (REQUIRED ) $ 468,477 $ 468,477
Other $ - $ -
Other (Utility Extensions) $ 20,000 $ 20,000
$ 3,791,320 TOTAL PROJECT BUDGET $ - $ 3,791,320 $ - $ -
$ 3,513,754
WATER & SEWER INFRASTRUCTURE
Project Budget
City of Bozeman
Riverside Lift Station and Force Main
TOTAL ACTIVITY $ - $ 3,513,754 $ - $ -
205
RESOLUTION NO. 5648
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
BOZEMAN, MONTANA, RELATING TO SPECIAL IMPROVEMENT
DISTRICT NO. 789 (RIVERSIDE NEIGHBORHOOD); CREATING THE
DISTRICT FOR THE PURPOSE OF UNDERTAKING CERTAIN LOCAL
IMPROVEMENTS AND FINANCING THE COSTS THEREOF AND
INCIDENTAL THERETO THROUGH THE ISSUANCE OF SPECIAL
IMPROVEMENT DISTRICT BONDS SECURED BY THE CITY'S
SPECIAL IMPROVEMENT DISTRICT REVOLVING FUND
WHEREAS, the wastewater treatment facilities of Riverside County Water and Sewer
District No. 310 (“Riverside”) are out of compliance with applicable laws, rules, and regulations;
and
WHEREAS, the Board of Directors of Riverside concluded that the preferred alternative
for addressing Riverside’s wastewater treatment shortcomings was to connect its sewer collection
system to the City’s Water Reclamation Facility; and
WHEREAS, as a condition to connecting to the City’s Water Reclamation Facility, the
City required Riverside to be annexed into the City limits; and
WHEREAS, Riverside, through its Board of Directors and a number of the owners of lots,
tracts, and parcels within Riverside, voluntarily petitioned for annexation into the City and
voluntarily petitioned for the creation of a special improvement district for the purpose of financing
the costs of the public wastewater infrastructure that connects Riverside’s sewer collection system
to the City’s Water Reclamation Facility; and
206
2
WHEREAS, as a part of the petition to annex and petition to create a special improvement
district, the petitioners, among other things, consented to annexation and the creation of the special
improvement district and waived their right to protest all matters pertaining thereto; and
WHEREAS, the Riverside Neighborhood was annexed to the City pursuant to Resolution
No. 5355; and
WHEREAS, on November 19, 2024, the City Commission (the “Commission”) of the City
of Bozeman, Montana (the “City”) adopted Resolution No. 5647 (the “Resolution of Intention”),
stating its intent to create Special Improvement District No. 789 (the “District”) to finance the
costs of certainimprovements in and servingthe District as described in the Resolution of Intention
(the “Improvements”); and
WHEREAS, on November 23, 2024 and November 30, 2024, the City Clerk caused to be
published a Notice of Passage of the Resolution of Intention to Create SID No. 789 and mailed the
notice to each person, firm, or corporation or the agent of the person, firm or corporation having
real property within the proposed District; and
WHEREAS, the Bozeman City Commission conducted a public hearing on timelyprotests
to the creation of the District on December 17, 2024 and passed on all such protests, finding as set
forth belowthe written protests not sufficient to bar the Commission from proceeding with creation
of the District.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana, as follows:
Section 1
Passage of Resolution of Intention.This Commission, on November 19, 2024, adopted the
Resolution of Intention, pursuant to which this Commission declared its intention to create the
District, under Montana Code Annotated, Title 7, Chapter 12, Parts 41 and 42, as amended (the
“Act”), for the purpose of financing costs of the Improvements, and paying costs incidental thereto,
including costs associated with the sale and the security of special improvement district bonds
207
3
drawn on the District (the “Bonds”), the creation and administration of the District, and the funding
of a deposit to the City's Special Improvement District Revolving Fund (the “Revolving Fund”).
Section 2
Notice of Passage of the Resolution of Intention and Public Hearing on Protests.Notice of
passage of the Resolution of Intention was duly published on November 23, 2024 and November
30, 2024 and mailed in accordance with the Act, and on December 17, 2024, this Commission
conducted a public hearing on written protests submitted timely by property owners against the
creation of the District and the making of the Improvements. The public hearing occurred on the
date of the first regular meeting of the Commission following the expiration of the period ended
17 days after the first date of publication of the notice of passage of the Resolution of Intention
(the “Protest Period”).
Section 3
Protests. Within the Protest Period, the City received no protests from the owners of properties
subject to assessment.
Section 4
Creation of the District; Insufficiency of Protests, Revolving Fund.The Commission
determines the District is hereby created on the terms and conditions set forth herein and otherwise
in accordance with the Resolution of Intention. The protests against the creation of the District or
the making of the Improvements filed during the Protest Period are hereby found to be insufficient.
The findings and determinations made in the Resolution of Intention, including, without limitation,
those relating to consents and waivers made by owners of properties in the District in connection
with the annexation proceedings; benefits conferred; the assessment methodology; and costs
associated with the Improvements, the sale and the security of the Bonds, the creation and
administration of the District, and the funding of a deposit to the Revolving Fund, are hereby
ratified and confirmed.
[Balance of page intentionally left blank]
208
4
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of
Bozeman, Montana, this 17th day of December, 2024.
____________________________________
TERRY CUNNINGHAM
Mayor
ATTEST:
___________________________________
MICHAEL MAAS
City Clerk
APPROVED AS TO FORM:
___________________________________
GREG SULLIVAN
City Attorney
(SEAL)
209
CERTIFICATE AS TO RESOLUTION AND ADOPTING VOTE
I, the undersigned, being the duly qualified and acting recording officer of the City of
Bozeman, Montana (the “City”), hereby certify that the attached resolution is a true copy of
Resolution No. 5648, entitled: “A RESOLUTION OF THE CITY COMMISSION OF THE
CITY OF BOZEMAN, MONTANA, RELATING TO SPECIAL IMPROVEMENT
DISTRICT NO. 789 (RIVERSIDE NEIGHBORHOOD); CREATING THE DISTRICT
FOR THE PURPOSE OF UNDERTAKING CERTAIN LOCAL IMPROVEMENTS AND
FINANCING THE COSTS THEREOF AND INCIDENTAL THERETO THROUGH THE
ISSUANCE OF SPECIAL IMPROVEMENT DISTRICT BONDS SECURED BY THE
CITY'S SPECIAL IMPROVEMENT DISTRICT REVOLVING FUND”(the “Resolution”),
on file in the original records of the City in my legal custody; that the Resolution was duly
adopted by the City Commission of the City at a meeting on December 17, 2024, and that the
meeting was duly held by the City Commission and was attended throughout by a quorum,
pursuant to call and notice of such meeting given as required by law; and that the Resolution has
not as of the date hereof been amended or repealed.
I further certify that, upon vote being taken on the Resolution at said meeting, the
following Commission Members voted in favor thereof: _______________________________
____________________________________________; voted against the same:_____________
______________________________________________________; abstained from voting
thereon:_________________________________________________________; or were absent:
__________________________________________________________.
WITNESS my hand officially this 17th day of December, 2024.
(SEAL)
MICHAEL MAAS
City Clerk
210
Memorandum
REPORT TO:City Commission
FROM:Shawn Kohtz, PE, Utilities Director
Lance Lehigh, PE, CFM, Engineer III
SUBJECT:Resolution 5664, Adopting 2024 Wastewater Collection System Facility Plan
Update
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Resolution
RECOMMENDATION:Consider the Motion: Having considered the staff presentation and
materials provided, I hereby move to adopt Resolution 5664, adopting the
2024 Wastewater Collection System Facility Plan Update.
STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and
maintenance for existing and new infrastructure.
BACKGROUND:The Wastewater Facility Plan Update (WWFPU) (PDF) is a comprehensive
master plan of the City’s wastewater collection system. The plan
encompasses a wide scope of items ranging from characterization of
wastewater flows, evaluation of collection system performance,
identification of system deficiencies, and development of a comprehensive
capital improvement plan to address near-term and long-term system
needs. As part of the update, a substantial effort was undertaken to validate
and calibrate the City’s existing wastewater model to actual system function.
The wastewater model is intended to be updated as the collection system
expands into the future and serves as a crucial planning and evaluation tool.
The culmination of the WWFPU is to provide the community with resources
and tools to continue meeting the City’s strategic plan by fostering a well-
planned City, prioritizing capital improvements for existing and new
infrastructure, and ultimately helping guide public funds to the right project
at the right time to maximize benefit at minimum cost.
Lastly, the City’s unified development code, codified as Chapter 38 of
Bozeman Municipal Code, incorporates the adopted wastewater facility plan
by reference and requires that any wastewater system expansions necessary
to support proposed development be completed in conformance with the
wastewater facility plan’s recommendations.
UNRESOLVED ISSUES:None
211
ALTERNATIVES:As determined by the City Commission
FISCAL EFFECTS:The Wastewater Facility Plan does not authorize appropriation and therefore
has no direct fiscal effect. However, the plan guides efficient infrastructure
investment and serves to inform capital improvement plan decisions
associated with sanitary sewer infrastructure. The plan also guides
infrastructure configuration by new development.
Attachments:
CITYOFBOZE-Newspaper Notice -583993
Bozeman WWCSFP_ Executive Summary
Bozeman WWCSFP_Graphical Executive Summary
Commission Resolution No. 5664 [Final]
Report compiled on: December 4, 2024
212
AD# 583993
Discount: $0.00
Surcharge: $0.00
Credits: $0.00
We Appreciate Your Business!
Gross:$300.00
Paid Amount:$0.00
Amount Due:$300.00
Payments:
Date Method Card Type Last 4 Digits Check Amount
PO Box 11902820 W College, 59718, Bozeman,MT 59771Ph. Fax: (907) 452-5054
ADVERTISING PROOF
CITY OF BOZEMAN_Mike Maas PO BOX 1230 BOZEMAN, MT 59771-1230
BILLING DATE: ACCOUNT NO:
11/21/24 27944
AD #DESCRIPTION START STOP TIMES AMOUNT
11/23/24 12/14/24 6 $300.00NOTICE OF PUBLIC HEA583993
NOTICE OF PUBLIC HEARING TO CONSIDER ADOPTION OF RESOLUTION 5664 ADOPTING THE CITY OF BOZEMAN WASTEWATER COLLECTION SYSTEM FACILITY PLAN UPDATE.
What: The City of Bozeman gives notice of a public hear-ing to consider the Wastewater Collection System Facility Plan Update. Periodically, the City undertakes a comprehensive planning effort to help guide system improvements so that adequate service is provid-ed to the growing community. These planning efforts are re-ferred to as Facility Plans.
The Wastewater Collection System Facility Plan is intend-ed to serve as the principal framework for capital improve-ment planning and budgeting and provide City staff with near-term and long-range planning improvements sur-rounding the City’s wastewa-ter collection system. Details are provided below. The draft of the Wastewater Collection System Facility Plan Update can be found at the following website.https://www.bozeman.net/departments/transportation-engineering/engineering/wastewater-facility-plan-update
Why: The City of Bozeman owns and operates a waste-water collection system serv-ing its residents, business-es and industry. The City’s wastewater collection system includes approximately 4,800 manholes and over 230 miles of sewer. The City continues to experience rapid growth with an average estimated annu-al population growth of 4% over the past 15 years. This growth and aging infrastruc-ture present many challenges to maintaining, operating, and expanding the wastewater collection system. The pre-vious Wastewater Collection Facility Plan was completed in 2015. Since the 2015 Waste-water Facility Plan, many of the improvements identified in the Facility Plan have been completed. As the community continues to grow and exist-ing infrastructure ages, the wastewater collection system hydraulic model and reference planning documents require a comprehensive update to en-sure the City can continue to meet its level of service and accommodate growth.
The City encourages early public participation during development and adoption of plans and regulations. The re-cent Montana Land Use Plan-ning Act further emphasizes public involvement during the policy-making stage rather than during development per-mitting. The Act includes a new requirement that limits the scope of and opportu-nity for public participation; and comment on site-spe-cific development in sub-stantial compliance with the land use plan must be lim-ited to only those impacts or significantly increased impacts that were not pre-viously identified and con-sidered in the adoption, amendment, or update of the land use plan, zoning regulations, or subdivision regulations. The Wastewa-ter Collection System Facility Plan Update is an issue plan as described in the Montana Land Use Planning Act. The updated plan may be the ba-sis for regulations or project review after adoption.
When and Who: On Tuesday, December 17, 2024, at 6:00 p.m., the City Commission will hold a public hearing to consider the Wastewater Col-lection System Facility Plan Update, in the Commission Room at City Hall, 121 N. Rouse Ave. Bozeman MT. Re-mote electronic participation may also be available. Instruc-tions for participating remotely will be included on the meet-ing agenda. The agenda is available in the Events portion of the City’s website at https://www.bozeman.net/home at least 48 hours prior to the meeting.
How: The Wastewater Col-lection System Facility Plan Update will be implement-ed by resolution by the City Commission after consider-ing the recommendation from the Community Development Board, considering public comments, and considering consistency with the adopted land use plan, Bozeman Com-munity Plan 2020.
The public may comment oral-ly at the public hearing or in writing at or prior to the public hearing regarding compliance of this application with the required content and process established in the Montana Land Use Planning Act, 76-25-207 and 76-25-215, MCA. Comments should identify the specific criteria or subject of concern along with facts in support of the comment.
During the notice period, the City will continue to review the Wastewater Collection System Facility Plan Update draft in response to public comments and provide analysis of criteria and comments.
The City Commission may act to approve, modify, or re-ject the proposed update or continue the public hearing to another date. The City Com-mission may revise any of the proposed actions referred to in this notice during the public hearing process.
The public review draft of the Wastewater Collection Sys-tem Facility Plan Update is available through the following website.https://www.bozeman.net/departments/transportation-engineering/engineering/wastewater-facility-plan-update
The draft wastewater facility plan update may be revised as the public review process proceeds.
The City invites the public to comment in writing and to attend the public hearing. Written comments are encour-aged and may be directed to City of Bozeman, Department of Community Development, PO Box 1230, Bozeman, MT 59771-1230 or emailed to comments@bozeman.net.For those who require ac-commodations for disabilities, please contact the ADA Coor-dinator David Arnado, Super-intendent of Facilities, at 582-3232 (voice).
Details: The Wastewater Fa-cility Plan Update (WWFPU) is a comprehensive master plan of the City’s wastewater collection system. The plan encompasses a wide scope of items ranging from charac-terization of wastewater flows, evaluation of collection system performance, identification of system deficiencies, and de-velopment of a comprehensive capital improvement plan to address near-term and long-term system needs. As part of the update, a substantial effort was undertaken to val-idate and calibrate the City’s existing wastewater model to actual system function. The wastewater model is intended to be updated as the collection system expands into the future and serves as a crucial plan-ning and evaluation tool.
The culmination of the WWF-PU is to provide the commu-nity with resources and tools to continue meeting the City’s strategic plan by fostering a well-planned City, prioritizing capital improvements for ex-isting and new infrastructure, and ultimately helping guide public funds to the right project at the right time to maximize benefit at minimum cost.Lastly, the City’s unified de-velopment code, codified as Chapter 38 of Bozeman Mu-nicipal Code, incorporates the adopted wastewater facility plan by reference and requires that any wastewater system expansions necessary to sup-port proposed development be completed in conformance with the wastewater facility plan’s recommendations.Pub Nov 23, Dec 7, 14, 2024
583993
MNAXLP
213
AD# 583993
NOTICE OF PUBLIC HEARING TO CONSIDER ADOPTION OF RESOLUTION 5664 ADOPTING THE CITY OF BOZEMAN WASTEWATER COLLECTION SYSTEM FACILITY PLAN UPDATE.What: The City of Bozeman gives notice of a public hear-ing to consider the Wastewater Collection System Facility Plan Update. Periodically, the City undertakes a comprehensive planning effort to help guide system improvements so that adequate service is provid-ed to the growing community. These planning efforts are re-ferred to as Facility Plans.The Wastewater Collection System Facility Plan is intend-ed to serve as the principal framework for capital improve-ment planning and budgeting and provide City staff with near-term and long-range planning improvements sur-rounding the City’s wastewa-ter collection system. Details are provided below. The draft of the Wastewater Collection System Facility Plan Update can be found at the following website.https://www.bozeman.net/departments/transportation-engineering/engineering/wastewater-facility-plan-updateWhy: The City of Bozeman owns and operates a waste-water collection system serv-ing its residents, business-es and industry. The City’s wastewater collection system includes approximately 4,800 manholes and over 230 miles of sewer. The City continues to experience rapid growth with an average estimated annu-al population growth of 4% over the past 15 years. This growth and aging infrastruc-ture present many challenges to maintaining, operating, and expanding the wastewater collection system. The pre-vious Wastewater Collection Facility Plan was completed in 2015. Since the 2015 Waste-water Facility Plan, many of the improvements identified in the Facility Plan have been completed. As the community continues to grow and exist-ing infrastructure ages, the wastewater collection system hydraulic model and reference planning documents require a comprehensive update to en-sure the City can continue to meet its level of service and accommodate growth.
The City encourages early public participation during development and adoption of plans and regulations. The re-cent Montana Land Use Plan-ning Act further emphasizes public involvement during the policy-making stage rather than during development per-mitting. The Act includes a new requirement that limits the scope of and opportu-nity for public participation; and comment on site-spe-cific development in sub-stantial compliance with the land use plan must be lim-ited to only those impacts or significantly increased impacts that were not pre-viously identified and con-sidered in the adoption, amendment, or update of the land use plan, zoning regulations, or subdivision regulations. The Wastewa-ter Collection System Facility Plan Update is an issue plan as described in the Montana Land Use Planning Act. The updated plan may be the ba-sis for regulations or project review after adoption.
When and Who: On Tuesday, December 17, 2024, at 6:00 p.m., the City Commission will hold a public hearing to consider the Wastewater Col-lection System Facility Plan Update, in the Commission Room at City Hall, 121 N. Rouse Ave. Bozeman MT. Re-mote electronic participation may also be available. Instruc-tions for participating remotely will be included on the meet-ing agenda. The agenda is available in the Events portion of the City’s website at https://www.bozeman.net/home at least 48 hours prior to the meeting.
How: The Wastewater Col-lection System Facility Plan Update will be implement-ed by resolution by the City Commission after consider-ing the recommendation from the Community Development Board, considering public comments, and considering consistency with the adopted land use plan, Bozeman Com-munity Plan 2020.
The public may comment oral-ly at the public hearing or in writing at or prior to the public hearing regarding compliance of this application with the required content and process established in the Montana Land Use Planning Act, 76-25-207 and 76-25-215, MCA. Comments should identify the specific criteria or subject of concern along with facts in support of the comment.
During the notice period, the City will continue to review the Wastewater Collection System Facility Plan Update draft in response to public comments and provide analysis of criteria and comments.
The City Commission may act to approve, modify, or re-ject the proposed update or continue the public hearing to another date. The City Com-mission may revise any of the proposed actions referred to in this notice during the public hearing process.
The public review draft of the Wastewater Collection Sys-tem Facility Plan Update is available through the following website.https://www.bozeman.net/departments/transportation-engineering/engineering/wastewater-facility-plan-update
The draft wastewater facility plan update may be revised as the public review process proceeds.
The City invites the public to comment in writing and to attend the public hearing. Written comments are encour-aged and may be directed to City of Bozeman, Department of Community Development, PO Box 1230, Bozeman, MT 59771-1230 or emailed to comments@bozeman.net.For those who require ac-commodations for disabilities, please contact the ADA Coor-dinator David Arnado, Super-intendent of Facilities, at 582-3232 (voice).
Details: The Wastewater Fa-cility Plan Update (WWFPU) is a comprehensive master plan of the City’s wastewater collection system. The plan encompasses a wide scope of items ranging from charac-terization of wastewater flows, evaluation of collection system performance, identification of system deficiencies, and de-velopment of a comprehensive capital improvement plan to address near-term and long-term system needs. As part of the update, a substantial effort was undertaken to val-idate and calibrate the City’s existing wastewater model to actual system function. The wastewater model is intended to be updated as the collection system expands into the future and serves as a crucial plan-ning and evaluation tool.
The culmination of the WWF-PU is to provide the commu-nity with resources and tools to continue meeting the City’s strategic plan by fostering a well-planned City, prioritizing capital improvements for ex-isting and new infrastructure, and ultimately helping guide public funds to the right project at the right time to maximize benefit at minimum cost.Lastly, the City’s unified de-velopment code, codified as Chapter 38 of Bozeman Mu-nicipal Code, incorporates the adopted wastewater facility plan by reference and requires that any wastewater system expansions necessary to sup-port proposed development be completed in conformance with the wastewater facility plan’s recommendations.Pub Nov 23, Dec 7, 14, 2024
583993
MNAXLP
NOTICE OF PUBLIC HEARING TO CONSIDER ADOPTION OF RESOLUTION 5664 ADOPTING THE CITY OF BOZEMAN WASTEWATER COLLECTION SYSTEM FACILITY PLAN UPDATE.What: The City of Bozeman gives notice of a public hear-ing to consider the Wastewater Collection System Facility Plan Update. Periodically, the City undertakes a comprehensive planning effort to help guide system improvements so that adequate service is provid-ed to the growing community. These planning efforts are re-ferred to as Facility Plans.The Wastewater Collection System Facility Plan is intend-ed to serve as the principal framework for capital improve-ment planning and budgeting and provide City staff with near-term and long-range planning improvements sur-rounding the City’s wastewa-ter collection system. Details are provided below. The draft of the Wastewater Collection System Facility Plan Update can be found at the following website.https://www.bozeman.net/departments/transportation-engineering/engineering/wastewater-facility-plan-updateWhy: The City of Bozeman owns and operates a waste-water collection system serv-ing its residents, business-es and industry. The City’s wastewater collection system includes approximately 4,800 manholes and over 230 miles of sewer. The City continues to experience rapid growth with an average estimated annu-al population growth of 4% over the past 15 years. This growth and aging infrastruc-ture present many challenges to maintaining, operating, and expanding the wastewater collection system. The pre-vious Wastewater Collection Facility Plan was completed in 2015. Since the 2015 Waste-water Facility Plan, many of the improvements identified in the Facility Plan have been completed. As the community continues to grow and exist-ing infrastructure ages, the wastewater collection system hydraulic model and reference planning documents require a comprehensive update to en-sure the City can continue to meet its level of service and accommodate growth.The City encourages early public participation during development and adoption of plans and regulations. The re-cent Montana Land Use Plan-ning Act further emphasizes public involvement during the policy-making stage rather than during development per-mitting. The Act includes a new requirement that limits the scope of and opportu-nity for public participation; and comment on site-spe-cific development in sub-stantial compliance with the land use plan must be lim-ited to only those impacts or significantly increased impacts that were not pre-viously identified and con-sidered in the adoption, amendment, or update of the land use plan, zoning regulations, or subdivision regulations. The Wastewa-ter Collection System Facility Plan Update is an issue plan as described in the Montana Land Use Planning Act. The updated plan may be the ba-sis for regulations or project review after adoption.When and Who: On Tuesday, December 17, 2024, at 6:00 p.m., the City Commission will hold a public hearing to consider the Wastewater Col-lection System Facility Plan Update, in the Commission Room at City Hall, 121 N. Rouse Ave. Bozeman MT. Re-mote electronic participation may also be available. Instruc-tions for participating remotely will be included on the meet-ing agenda. The agenda is available in the Events portion of the City’s website at https://www.bozeman.net/home at least 48 hours prior to the meeting.How: The Wastewater Col-lection System Facility Plan Update will be implement-ed by resolution by the City Commission after consider-ing the recommendation from the Community Development Board, considering public comments, and considering consistency with the adopted land use plan, Bozeman Com-munity Plan 2020. The public may comment oral-ly at the public hearing or in writing at or prior to the public hearing regarding compliance of this application with the required content and process established in the Montana Land Use Planning Act, 76-25-207 and 76-25-215, MCA. Comments should identify the specific criteria or subject of concern along with facts in support of the comment.During the notice period, the City will continue to review the Wastewater Collection System Facility Plan Update draft in response to public comments and provide analysis of criteria and comments.
The City Commission may act to approve, modify, or re-ject the proposed update or continue the public hearing to another date. The City Com-mission may revise any of the proposed actions referred to in this notice during the public hearing process.
The public review draft of the Wastewater Collection Sys-tem Facility Plan Update is available through the following website.https://www.bozeman.net/departments/transportation-engineering/engineering/wastewater-facility-plan-update
The draft wastewater facility plan update may be revised as the public review process proceeds.
The City invites the public to comment in writing and to attend the public hearing. Written comments are encour-aged and may be directed to City of Bozeman, Department of Community Development, PO Box 1230, Bozeman, MT 59771-1230 or emailed to comments@bozeman.net.For those who require ac-commodations for disabilities, please contact the ADA Coor-dinator David Arnado, Super-intendent of Facilities, at 582-3232 (voice).
Details: The Wastewater Fa-cility Plan Update (WWFPU) is a comprehensive master plan of the City’s wastewater collection system. The plan encompasses a wide scope of items ranging from charac-terization of wastewater flows, evaluation of collection system performance, identification of system deficiencies, and de-velopment of a comprehensive capital improvement plan to address near-term and long-term system needs. As part of the update, a substantial effort was undertaken to val-idate and calibrate the City’s existing wastewater model to actual system function. The wastewater model is intended to be updated as the collection system expands into the future and serves as a crucial plan-ning and evaluation tool.
The culmination of the WWF-PU is to provide the commu-nity with resources and tools to continue meeting the City’s strategic plan by fostering a well-planned City, prioritizing capital improvements for ex-isting and new infrastructure, and ultimately helping guide public funds to the right project at the right time to maximize benefit at minimum cost.Lastly, the City’s unified de-velopment code, codified as Chapter 38 of Bozeman Mu-nicipal Code, incorporates the adopted wastewater facility plan by reference and requires that any wastewater system expansions necessary to sup-port proposed development be completed in conformance with the wastewater facility plan’s recommendations.Pub Nov 23, Dec 7, 14, 2024
583993
MNAXLP
NOTICE OF PUBLIC HEARING TO CONSIDER ADOPTION OF RESOLUTION 5664 ADOPTING THE CITY OF BOZEMAN WASTEWATER COLLECTION SYSTEM FACILITY PLAN UPDATE.What: The City of Bozeman gives notice of a public hear-ing to consider the Wastewater Collection System Facility Plan Update. Periodically, the City undertakes a comprehensive planning effort to help guide system improvements so that adequate service is provid-ed to the growing community. These planning efforts are re-ferred to as Facility Plans.The Wastewater Collection System Facility Plan is intend-ed to serve as the principal framework for capital improve-ment planning and budgeting and provide City staff with near-term and long-range planning improvements sur-rounding the City’s wastewa-ter collection system. Details are provided below. The draft of the Wastewater Collection System Facility Plan Update can be found at the following website.https://www.bozeman.net/departments/transportation-engineering/engineering/wastewater-facility-plan-updateWhy: The City of Bozeman owns and operates a waste-water collection system serv-ing its residents, business-es and industry. The City’s wastewater collection system includes approximately 4,800 manholes and over 230 miles of sewer. The City continues to experience rapid growth with an average estimated annu-al population growth of 4% over the past 15 years. This growth and aging infrastruc-ture present many challenges to maintaining, operating, and expanding the wastewater collection system. The pre-vious Wastewater Collection Facility Plan was completed in 2015. Since the 2015 Waste-water Facility Plan, many of the improvements identified in the Facility Plan have been completed. As the community continues to grow and exist-ing infrastructure ages, the wastewater collection system hydraulic model and reference planning documents require a comprehensive update to en-sure the City can continue to meet its level of service and accommodate growth.The City encourages early public participation during development and adoption of plans and regulations. The re-cent Montana Land Use Plan-ning Act further emphasizes public involvement during the policy-making stage rather than during development per-mitting. The Act includes a new requirement that limits the scope of and opportu-nity for public participation; and comment on site-spe-cific development in sub-stantial compliance with the land use plan must be lim-ited to only those impacts or significantly increased impacts that were not pre-viously identified and con-sidered in the adoption, amendment, or update of the land use plan, zoning regulations, or subdivision regulations. The Wastewa-ter Collection System Facility Plan Update is an issue plan as described in the Montana Land Use Planning Act. The updated plan may be the ba-sis for regulations or project review after adoption.When and Who: On Tuesday, December 17, 2024, at 6:00 p.m., the City Commission will hold a public hearing to consider the Wastewater Col-lection System Facility Plan Update, in the Commission Room at City Hall, 121 N. Rouse Ave. Bozeman MT. Re-mote electronic participation may also be available. Instruc-tions for participating remotely will be included on the meet-ing agenda. The agenda is available in the Events portion of the City’s website at https://www.bozeman.net/home at least 48 hours prior to the meeting.How: The Wastewater Col-lection System Facility Plan Update will be implement-ed by resolution by the City Commission after consider-ing the recommendation from the Community Development Board, considering public comments, and considering consistency with the adopted land use plan, Bozeman Com-munity Plan 2020. The public may comment oral-ly at the public hearing or in writing at or prior to the public hearing regarding compliance of this application with the required content and process established in the Montana Land Use Planning Act, 76-25-207 and 76-25-215, MCA. Comments should identify the specific criteria or subject of concern along with facts in support of the comment.During the notice period, the City will continue to review the Wastewater Collection System Facility Plan Update draft in response to public comments and provide analysis of criteria and comments.The City Commission may act to approve, modify, or re-ject the proposed update or continue the public hearing to another date. The City Com-mission may revise any of the proposed actions referred to in this notice during the public hearing process.The public review draft of the Wastewater Collection Sys-tem Facility Plan Update is available through the following website.https://www.bozeman.net/departments/transportation-engineering/engineering/wastewater-facility-plan-updateThe draft wastewater facility plan update may be revised as the public review process proceeds.The City invites the public to comment in writing and to attend the public hearing. Written comments are encour-aged and may be directed to City of Bozeman, Department of Community Development, PO Box 1230, Bozeman, MT 59771-1230 or emailed to comments@bozeman.net.For those who require ac-commodations for disabilities, please contact the ADA Coor-dinator David Arnado, Super-intendent of Facilities, at 582-3232 (voice).Details: The Wastewater Fa-cility Plan Update (WWFPU) is a comprehensive master plan of the City’s wastewater collection system. The plan encompasses a wide scope of items ranging from charac-terization of wastewater flows, evaluation of collection system performance, identification of system deficiencies, and de-velopment of a comprehensive capital improvement plan to address near-term and long-term system needs. As part of the update, a substantial effort was undertaken to val-idate and calibrate the City’s existing wastewater model to actual system function. The wastewater model is intended to be updated as the collection system expands into the future and serves as a crucial plan-ning and evaluation tool.The culmination of the WWF-PU is to provide the commu-nity with resources and tools to continue meeting the City’s strategic plan by fostering a well-planned City, prioritizing capital improvements for ex-isting and new infrastructure, and ultimately helping guide public funds to the right project at the right time to maximize benefit at minimum cost.Lastly, the City’s unified de-velopment code, codified as Chapter 38 of Bozeman Mu-nicipal Code, incorporates the adopted wastewater facility plan by reference and requires that any wastewater system expansions necessary to sup-port proposed development be completed in conformance with the wastewater facility plan’s recommendations.Pub Nov 23, Dec 7, 14, 2024
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WASTEWATER
COLLECTION
SYSTEM
FACILITY PLAN
OCTOBER 2024
2024 UPDATE
DRAFT
233
The City of Bozeman (City) owns and operates
a wastewater collection system serving its
residents, businesses, and industry. The City
continues to experience rapid growth, with an
average estimated annual population growth
of 4% over the past 15 years. This growth cou-
pled with aging infrastructure presents many
challenges to maintaining, operating, and
expanding the wastewater collection system.
The City periodically undertakes comprehensive
planning efforts to help guide system improve-
ments so that adequate service is provided to
the growing community. These planning efforts
are referred to as Facility Plans. The previous
Wastewater Collection System Facility Plan was
completed in 2015. Since the 2015 wastewater
facility plan, many of the improvements iden-
tified in the facility plan have been completed.
As development pressure continues to grow
and existing infrastructure ages, the wastewater
collection system model and reference planning
documents required a comprehensive update to
ensure the City can continue to meet its level of
service goals and accommodate growth.
INTRODUCTION
UNDERSTANDING OF THE EXISTING SYSTEM
BASIS OF PLANNING
COLLECTION SYSTEM ANALYSIS
RISK ASSESSMENT
PROACTIVE PLANNING
UNDERSTANDING OF THE EXISTING SYSTEM
The City’s existing wastewater collection and treatment system serves approximately 56,000 people and includes
around 230 miles of sewer pipeline and over 4,800 manholes, eight City-owned lift stations, and over five miles of
force main pipeline.
DRAFT 09/18/24
SUBSTANTIAL AREA
GROWTH
Steady growth and development will
continue to increase wastewater flows
which will require the City to upgrade
existing or add new infrastructure to
meet their future needs.
INFLOW & INFILTRA-
TION (I&I) CONSIDER-
Inflow and Infiltration also known as
I&I is a term used to describe the ways
that groundwater and stormwater
enter into a wastewater collection
system. Currently, the City experiences
both dry-weather and wet-weather I&I
which increases peak flows throughout
the collection system, reducing its
capacity to convey wastewater.
SYSTEM CHALLENGES
DRAFT 09/18/24
AGING
INFRASTRUCTURE
Portions of the City’s sanitary sewer
system are reaching their expected
useful life. The oldest portions of the
system were installed 100 years ago
and replacing those pipes is costly.
DRAFT 09/18/24
234
BASIS OF PLANNING
Establishing Planning Boundary and Future Wastewater Flow
The establishment of the planning boundary and future wastewater generation characteristics is a critical component
in the development of the Facility Plan Update. The 2020 Community Plan Boundary was used as a starting point for
this Facility Plan along with the previously defined collection system service boundary, as shown in the figure on the
next page. The wastewater generated from infill and growth areas define the ultimate conveyance requirements of the
collection system and drives infrastructure improvements.
Wastewater Duty Factors for various land use categories
were determined to allocate future wastewater flows.
Duty factors are a measure of wastewater generation on
a gross-area basis (gallons per acre per day). The duty
factors were developed by evaluating winter water usage
and water reclamation facility (WRF) inflow.
Duty factors were assigned to the zoning categories within
City limits and to the land use categories as defined in the
2020 Community Plan to establish the Ultimate Build-
Out (UBO) conditions. The map on the next page shows
the UBO land use designations. The majority of the UBO
growth area is defined as Urban Neighborhood which
was assigned a duty factor equivalent to approximately 9
dwelling units per gross acre.
BozemanYellowstoneInternationalAirport
90
FrontageRd
E Valley Center Rd
Kerns
Huffine Ln Huffine Ln
The Black BullRunGolfClub
King Arthur
Park
Cottonwood Rd CottonwoodRd90
FrontageRd
Bridger CreekGolfCourse
RiversideCountryClub
Snowfill
FarmersDitch
S19thAveB ridger Dr
NRouseAveE MainSt
WMain St
New HyaliteView
Montana StateUniversity
Bozeman
S19thAvePattersonMatthews
86BridgerCanyonRd
86 86
90
90
Information depicted may include data unverified by AE2S. Any reliance upon such data is at the user’s own risk. AE2S does not warrant this map or its features are either spatially or temporally accurate.
Locator Map Not to Scale¯www.ae2s.com | Advanced Engineering and Environmental Services, LLCFigure 2-3
WASTEWATER COLLECTION FACILITY PLANCity of Bozeman | Gallatin County, MT
0 6,0003,000
Feet
Date: 10/24/2024
1 inch = 6,000 feet
Bozeman City Limits (July 2020)
Future Ultimate Build-Out (UBO) Boundary
URD (Urban Renewal District)
TIF (Tax Increment Financing District)
UBO Land Use
CCMU - Community Commercial Mixed Use
FU - No City Services
GC - Golf Course
ID - Industrial
PI - Public Institutions
POS - Parks, Open Space and Recreation
RC - Regional Commercial and Services
RD - Urban Neighborhood
RDMU - Residential Emphasis Mixed Use
Coordinate System: NAD 1983 UTM Zone 12N | Edited by: zmagdol | W:\B\Bozeman\P05097-2018-006 - Bozeman Wastewater Collection Facility Plan\GIS\Bozeman Wastewater Collection Facility Plan -Mapping and Analysis.aprx | TM5 2-3 UBO Land Use
ULTIMATE BUILD-OUT (UBO)LAND USE DESIGNATIONS
*Maker Space Mixed Use and Traditional Core Land Use Categories were not included in July 2020 Future Land Use data but are included in the 2020 Community Plan.
To better understand the existing
system and ensure accurate
modeling results a significant data
collection effort was completed as
part of the update. Approximately
1,400 manholes were surveyed
to establish confident pipe inverts
on the major interceptor network.
Wastewater flows were monitored
for several months at six (6) different
locations to better understand
seasonal variations in groundwater
and how the system responds
during wet weather events.
Operational data was collected from the City’s wastewater
reclamation facility and lift stations. The photos to the right
show the inside of an existing City sewer manhole and a
rendering of survey data, which used to help establish pipe
inverts in the hydraulic model. In a sewer pipe, the invert is
the lowest point which wastewater can flow on the inside.
UNDERSTANDING HOW THE COLLECTION
SYSTEM PREFORMS
Several scenarios were developed in collaboration with City staff.
There are five scenarios evaluated in the hydraulic Model:
• Existing Scenario - An evaluation of the existing system.
• Infill Scenario - An evaluation of the system that includes
build-out of all areas internal to the existing City boundary.
• Ultimate Build-Out (UBO) Scenario - An evaluation of the future
UBO service boundary.
• UBO West Scenario - A similar evaluation of the UBO scenario,
but incorporates an option for conveying wastewater westerly to
a theoretical future treatment facility.
• Increased Density Scenario - Increases the wastewater loading
within City limits to better understand the impacts of growth.
WASTEWATER DUTY FACTORS
DRAFT 09/18/24
ESTABLISHING A STRONG UNDERSTANDING STARTS WITH DATA
Wastewater Duty Factor
(Gallon Per Acre Per Day)
Parcel File with Land Use
The following figure provides a basic illustration
on how the wastewater duty factor is linked to
the parcel file with land use. Demands are then
allocated within the hydraulic model for evaluation.
The Duty Factor
is assigned to its
representative land
use file.
235
• Lift Station Capacities
• Force Main Capacities
• Sewer Main Capacities
• Wet Weather Influence
• Criticality Assessment
Valuable Tool to Quickly Diagnose System Challenges and Plan for Growth
MODEL DEVELOPMENT AND CALIBRATION
Creating a model that accurately simulates wastewater flows throughout
the collection system is useful to help identify system deficiencies.
Wastewater was spatially allocated in the model to accurately simulate
flows generated across the collection system. Real flow data was utilized for
calibration to ensure the model accurately represents existing conditions.
Improved model database: The project incorporated updates to the
collection system including pipe size and locations. Importantly, the
project included surveying primary gravity sewer inverts to bring the
major model network elements into one datum. This is critical for the
City to have confidence in analysis and system capacity evaluation.
“All Pipe” Models Provide Accurate Simulation
The new hydraulic model is an “all pipes” model, meaning that
they maintain a one-to-one relationship between individual
elements in the City’s GIS database and pipes in the model.
An all pipes model results in a more accurate simulation, and
enables more efficient model updates and maintenance with
changes in the City’s GIS database (that reflect changes in
its infrastructure). This is critical for a City growing as
fast as Bozeman and to avoid the model becoming
outdated. The City now has a valuable tool that can be
utilized with a high degree of confidence and accuracy.
COLLECTION SYSTEM ANALYSIS
The development of an accurately calibrated model provides the City with the ability to analyze
countless scenarios and answer the looming “What If” questions as the City grows and expands.The wastewater collection system
was evaluated under existing and
future flow conditions. Hydraulic
performance standards were
established using the City’s design
standards, Montana Department of
Environmental Quality standards,
and input from City staff. The
Duty Factor is assigned to its
representative land use file.
WWaasstteewwaatteerr CCoolllleeccttiioonn SSyysstteemm FFaacciilliittyy PPllaann –– 22002244 UUppddaattee
TTeecchhnniiccaall MMeemmoorraanndduumm 77..00 –– HHyyddrraauulliicc MMooddeell DDeevveellooppmmeenntt aanndd RReessuullttss
Technical Memorandum 7.0 Page 24
Figure 2-9: WRF Metered vs Modeled Wet Weather Flows
Figure 2-10: I5009 Metered vs Modeled Wet Weather Flows
DRAFT 09/18/24
Hydraulic Model Flow Comparison at Water Resource Recovery Facility
June 17, 2020
WASTEWATER FLOW (GPM)Modeled
Observed
A detailed review of how the system
behaves under peak flow conditions
provides and understanding of system
needs. Hydraulic performance standards
considered in the evaluation include the
following:
Gravity Main Design Criteria: Velocity, maximum depth of flow, diameter, minimum slope, friction factor, and capacity
Force Main Design Criteria:
Velocity, diameter, and friction factor
Lift Station Design Criteria: Firm capacity and peak hour flow
Wet Weather Influence Criteria:
Inflow and infiltration
In general the existing collection system
meets performance standards with the
exception of a few locations. Under
future conditions, improvements will be
required to accommodate future growth
and development as well as mitigate
risk. The map to the right shows the
existing system evaluated under peak
flow conditions. Results are then
evaluated to determine the appropriate
mitigation, such as upsizing sewer main.
DRAFT 09/18/24 DRAFT 09/18/24DRAFT 09/18/24
CALENDAR DATE
Wastewater Duty Factor (Gallons per Acre per Day)
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In addition to evaluating the collection system hydraulic performance
under various scenarios, a risk assessment was conducted of the existing
infrastructure to help prioritize rehabilitation and replacement needs. The
Facility Plan Update includes a path forward for future comprehensive risk
assessments which will achieve the following:
Likelihood vs. Consequence of Failure
The risk assessment completed
for the City consists of five risk
levels ranging from “negligible”
to “extreme”. The matrix to the
right summarizes the risk levels
by likelihood and consequence
of failure.
Develop a
Comprehensive Understanding of
Collection System
Risk
Develop a
Prioritization of Collection System
Improvements
Risk
Management & Risk Mitigation
Informed &
Defendable Decisions
Smart Investments
for Appropriate
Infrastructure Assessment, Replacement, and
Maintenance
Likelihood of Failure
Consequence of FailureWHAT IS RISK?
NOTE: Collection system risk will
be routinely reevaluated which will
help City staff prioritize changes as
new information is collected.
LOW MEDIUM HIGH
HIGH Medium High Extreme
MEDIUM Low Medium High
LOW Negligible Low Medium
Likelihood of failure scoring is generally based on pipe material and age. Consequence of failure
scoring is based on capacity or size, with larger pipes having an assumed higher consequence.
RISK ASSESSMENT RESULTS
The risk assessment showed that approximately 28
miles of collection system are ranked in the high and
extreme risk categories. This represents approximately
12% of the system. The pipes within the high and
extreme risk categories are generally old and are
either vitrified clay or asbestos cement pipes.
Rehabilitation and replacement projects were
developed based on grouping high or extreme
risk pipes together into logical corridors so that
construction is optimized.
RISK ASSESSMENT
DRAFT 09/18/24DRAFT 09/18/24DRAFT 09/18/24
UNDERSTANDING WHAT IS JUST
AROUND THE CORNER
This map shows the recommended
collection system improvements to meet
near-term priorities addressing critical aging
infrastructure and capacity concerns under
the infill conditions.
237
The ultimate outcome of the Facility Plan is a
comprehensive Capital Improvements Plan for the
collection system infrastructure. This list of improvements
will help the City proactively plan for growth and maintain
a standard level-of-service for all existing and future
community members.
Projects identified for the Capital Improvement Plan
(CIP) were divided into two timeline categories: near-
term (5-years) and long-term (6-20 years). The distinct
recommended improvement projects were developed
based on critical aging infrastructure (i.e., risk assessment),
existing system hydraulic capacity concerns, infill hydraulic
capacity concerns, and system expansion due to growth
and development. The table below summarizes the
recommended near-term improvement projects and
identifies the factors driving these recommendations.
PROACTIVE PLANNING
LOOKING TO THE FUTURE
This map shows the long-term full
build-out improvements. These
improvements have been sized
using the assumptions made in the
Basis of Planning and are meant
to provide a roadmap for the City
and Developers as the community
expands and grows outside of its
current boundary. These high-level
future improvements identify the
major collection system components
such as large interceptors and
new regional lift stations that are
necessary to meet long-term system
growth needs. WWaasstteewwaatteerr CCoolllleecctitioonn SSyysstteemm FFaacciilliittyy PPllaann –– 22002244 UUppddaattee
11..00 –– EExxeeccuutitivvee SSuummmmaarryy
1.0 – Executive Summary Page 14
Table 9-1 – Summary of Near Term (5-year) Capital Improvement Projects
Project Total Project Cost Project Drivers
Project 1 – 19th Ave / Kagy Blvd Interceptor Improvements $5,291,600 Infill capacity Critical aging infrastructure Project 2 – Durston Road and 17th Avenue Sewer Main Replacement $959,900 Critical aging infrastructure
Project 3 – 7th Avenue to Oak Street Sewer Main Replacement $1,276,400 Critical aging infrastructure
Project 4 – North 11th Avenue Sewer Main Replacement $574,400 Critical aging infrastructure
Project 5 – Plum Avenue Sewer Main Replacement $1,326,500 Critical aging infrastructure
Project 6 – 4th Avenue, Babcock Street and Grand Avenue Sewer Main Replacement $665,000 Existing capacity concerns Critical aging infrastructure Project 7 – North 9th Avenue, West Villard Street, and South 9th Avenue Sewer Main Replacement $2,159,300 Critical aging infrastructure
Project 8 – West Harrison Street, 10th Avenue, and Curtiss Street Sewer Main Replacement $2,478,600 Critical aging infrastructure
Lift Station Project 1 – Valley Center Lift Station $5,962,700 System expansion
Small Pipe Project 1 – South Black Avenue 6-inch Sewer Main Replacement $1,817,000
Existing capacity concerns Critical aging infrastructure
Small Pipe Project 2 – South Willson Avenue 6-inch Sewer Main Replacement $1,721,700
Small Pipe Project 3 – South Grand Avenue 6-inch Sewer Main Replacement $1,377,600
Small Pipe Project 4 – West Olive Street 6-inch Sewer Main Replacement $691,400
Small Pipe Project 5 – South 4th Avenue 6-inch Sewer Main Replacement $961,100
Small Pipe Project 6 – South 3rd Avenue 6-inch Sewer Main Replacement $971,800
238
Prepared By:
The Bozeman Wastewater Collection System Facility Plan Update
provides a comprehensive evaluation of the existing collection system
infrastructure and defines future needs based on the 2020 Community
Plan. Improvement projects are identified to address system needs and
prioritized into near-term and long-term categories.
As the City cycles through the planning process some of the
assumptions made in this Facility Plan will change and will necessitate
future updates. However, the evaluation approach and methodologies
presented in this Facility Plan provide an important framework for
efficiently adapting to changes and the variable challenges.
SUSTAINABLE
WASTEWATER UTILITY
239
1
COMMISSION RESOLUTION NO. 5664
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, ADOPTING THE 2024 WASTEWATER COLLECTION SYSTEM
FACILITY PLAN UPDATE
WHEREAS, the City of Bozeman is committed to addressing the community’s
expressed needs and desires for essential services, including wastewater collection
system services and
WHEREAS, the City of Bozeman is committed to meeting those desires and
demands for wastewater collection system services in a fiscally responsible manner
and
WHEREAS, the City of Bozeman is committed to meeting those desires and
demands for wastewater collection system services in a prudent manner to safeguard
public health and safety and provide for uninterrupted commerce and
WHEREAS, The City of Bozeman is authorized pursuant to the laws of the
State of Montana, including Section 7-13-4301 MCA to establish, build, construct,
reconstruct, or extend a wastewater collection system and to operate and maintain said
system for public use; and
WHEREAS, the provision of municipal sewer is an essential function for urban
development the plan has been adopted in conjunction with and in support with the
City’s Land Use Planning documents.
WHEREAS, The City of Bozeman has developed a wastewater collection
240
2
system facility plan update which examines current and future wastewater collection
system needs that provides a lawful, logical, balanced, operationally sound, and cost
effective basis upon which to develop and maintain the City’s wastewater collection
system facilities.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the
City of Bozeman, Montana, that:
Section 1: The 2024 Wastewater Collection System Facility Plan Update, as
attached hereto and by this reference made a part hereof, is hereby adopted, including
correction of all identified errata.
Section 2: The 2015 Wastewater Collection Facilities Plan Update Final,
adopted by the City Commission on June 1, 2015, is hereby repealed.
PASSED, ADOPTED, AND APPROVED by the City Commission of the City
of Bozeman, Montana, at a regular session thereof held on the _____ day of
___________2024.
TERRENCE CUNNINGHAM Mayor
ATTEST:
MIKE MAAS City Clerk
APPROVED AS TO FORM:
GREG SULLIVAN City Attorney
241
Memorandum
REPORT TO:City Commission
FROM:Lance Lehigh
SUBJECT:Resolutions for the Reestablishing and Agreement Extensions of Meadow
Creek Payback Districts for Sewer, Water and Traffic Signal Improvements
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Resolution
RECOMMENDATION:Consider the Motion: I move to approve the resolutions to reestablish and
extend the Meadow Creek Payback Agreements for Sewer, Water and Traffic
Signal Improvements each for a period of 20 years.
STRATEGIC PLAN:2.2 Infrastructure Investments: Strategically invest in infrastructure as a
mechanism to encourage economic development.
BACKGROUND:
The City has finite resources and time to fund and construct infrastructure
projects. The creation of payback districts and the accompanying
agreements are tools that allow developers to fund and construct necessary
public infrastructure to support both their development and future
development by providing the appropriately sized infrastructure, meeting
the long-term infrastructure requirements associated with the City’s master
plan documents. Each payback district is unique but essentially, payback
districts can be utilized when a developer requires public infrastructure for
their development and what is installed by the developer will benefit not
only their development but future development as well. In situations such
as these, the developer agrees to front costs of construction and the City
agrees to assess a payback fee of a pro rata share to benefited properties as
they develop and reimburse the original developer. As such, this is an
important infrastructure funding tool when City resources cannot bear the
burden of the initial infrastructure construction.
To develop the Meadow Creek Subdivision, Meadow Creek Partners, LLC
constructed a sanitary sewer system known as the Meadow Creek
Subdivision Sewer Outfall Main Extension, traffic signal improvements at the
intersections of Graf Street and South 19th and Stucky and South 19th, and
water improvements known as the Meadow Creek Subdivision Offsite Water
Main Extension. These improvements were necessary for Meadow Creek
Subdivision but are also capable of serving undeveloped properties within
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the city and unannexed properties should they choose to annex and develop
within the area. In 2008, the City agreed to establish three separate payback
districts and agreements with Meadow Creek Partners, LLC, for the sanitary
sewer, traffic signal, and water improvements. When the districts were
established, properties that specifically benefited from the improvements
but did not share in the original cost of the construction of the
improvements were identified and noticed. The payback agreements allow
the City to assess a payback charge to an applicant or landowner of a
benefited property at the time of development.
The original Meadow Creek Payback Agreements and Districts from 2008 are
set to expire in January of 2028. Development within these payback districts
has not occurred as quickly as anticipated by investors. MCCapital, LLC, who
was assigned all of Meadow Creek Partners’, rights, title, and interest in the
payback agreements in 2010, is now requesting the City extend the
agreements for another 20 years in an effort to recoup some of their initial
investments. The boundaries of the payback districts and the assessed costs
are not subject to change.
The City is not obligated to extend the districts or extend the agreements.
This is the first request to extend a payback district within the City. The
questions before the City Commission’s on December 17, 2024, will be
whether to extend the agreements thereby continuing to assess and collect
payback costs on behalf of MCCapital, LLC, and if so, for how long.
The City's infrastructure viewer has all of the City’s approved payback
agreements and supporting documents online for reference at
(https://gisweb.bozeman.net/Html5Viewer/?viewer=infrastructure). Under
the Additional Layers tab, select Payback Areas to view.
UNRESOLVED ISSUES:None.
ALTERNATIVES:The Commission may decide to not extend the payback districts.
The Commission may decide to extend the payback districts but for a
different period of time rather than the requested 20 years.
The Commission may decide to extend some but not all of the agreements as
the sewer, water, and traffic signal are all individual and separate districts
with stand alone agreements.
FISCAL EFFECTS:None. The City retains 7% of a payback fee collected, pursuant to the original
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2008 payback agreements, to administer the assessment and collection of
the payback districts. This fee will continue if the agreements are extended.
Attachments:
2008_Sewer_Meadow Creek.pdf
2010_Sewer_McCapital.pdf
Resolution 5631 Reestablishing Sewer Payback District.pdf
2nd Amendment to Sanitary Sewer Payback (Exhibit A).pdf
2008_Water_Meadow Creek.pdf
2010_Water_McCapital.pdf
Resolution 5633 Reestablishing Water Payback District.pdf
2nd Amendment to Water Payback (Exhibit A).pdf
2010_Traffic_McCapital.pdf
2008_Traffic_Meadow Creek.pdf
Resolution 5632 Reestablishing Traffic Signal Payback
District.pdf
2nd Amendment to Traffic Signal Improvement Payback
Agreement (Exhibit A).pdf
Report compiled on: December 10, 2024
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RESOLUTION 5631
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, RECOGNIZING AND REESTABLISHING THE MEADOW CREEK
SANITARY SEWER IMPROVEMENTS PAYBACK DISTRICT AND EXTENDING THE
TERMS OF THE MEADOW CREEK SUBDIVISION PAYBACK AGREEMENT FOR
SANITARY SEWER IMPROVEMENTS, AS AMENDED.
WHEREAS, the City of Bozeman on February 25, 2008, entered into the Meadow Creek Subdivision Payback Agreement for Sanitary Sewer Improvements with Meadow Creek Partners, LLC and filed with the Gallatin County Clerk and Recorder as document number 2293493
(“Sanitary Sewer Payback Agreement”), thereby establishing the Meadow Creek Sanitary Sewer
Improvements Payback District (“the District”); and WHEREAS, on October 29, 2010, Meadow Creek Partners, LLC assigned all of its rights, title, and interest in the Sanitary Sewer Payback Agreement to MCCAPITAL, LLC (“MCC”) by
the Amendment to Meadow Creek Subdivision Payback Agreement for Sanitary Sewer
Improvements, filed with the Gallatin County Clerk and Recorder as document number 2374743 (together with the Sanitary Sewer Payback Agreement, the “Amended Sanitary Sewer Payback Agreement”); and
WHEREAS, on November 3, 2022, MCC submitted a request to extend the Sanitary
Sewer Payback Agreement for a period of twenty (20) years from the original expiration date; and
WHEREAS, the City of Bozeman agrees the City and the properties listed in the Sanitary Sewer Payback Agreement have and continue to benefit from the sewer improvements described in the Sanitary Sewer Payback Agreement, and an extension of the same would allow MCC the possibility of a reasonable recovery under the Sanitary Sewer Payback Agreement.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana: Section 1
Re-Establishment of District. The Commission hereby recognizes the District established
in 2008 and hereby reestablishes the same by this resolution. The District boundary remains
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unchanged as the boundary was previously described in Exhibit A and Exhibit B of the original
2008 Sanitary Sewer Payback Agreement.
Section 2 Extension and Term of Payback District and the Amended Sanitary Sewer Payback
Agreement. The District and the Amended Sanitary Sewer Payback Agreement shall continue
until MCC has recovered eighty-five and thirty-four hundredths percent (85.34%) of the total “as-
built” construction costs provided in Exhibit B of the 2008 Sanitary Sewer Payback Agreement,
or upon expiration of the payback agreement, whichever is earlier, which by this 2nd Amended
Agreement is hereby extended for a period of twenty (20) years from the original date of
expiration, extending the Agreement to February 25, 2048. The Commission hereby adopts the
2nd Amendment to the Meadow Creek Subdivision Payback Agreement for Sanitary Sewer
Improvements, attached as Exhibit A;
Section 3
Notice of Payback Costs/Timing of Payback. Current owners of the undeveloped
benefitted properties included on Exhibit B are hereby noticed that the District and the Sanitary
Sewer Payback Agreement are reestablished and extended as described in Sections 1 and 2 of this
Resolution with all original costs and payback terms remaining unchanged. Benefitted properties
must be given credit for any previous payments made pursuant to the Amended Sanitary Sewer
Payback Agreement.
Section 4
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Recording. The City Clerk is instructed to record this Resolution in the records of the
Gallatin County Clerk and Recorder.
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the day of , 2024.
___________________________________
TERRY CUNNINGHAM
Mayor
ATTEST:
___________________________________
MIKE MAAS
City Clerk
APPROVED AS TO FORM:
___________________________________
GREG SULLIVAN
City Attorney
267
2nd AMENDMENT TO MEADOW CREEK SUBDIVISION PAYBACK AGREEMENT FOR SANITARY SEWER IMPROVEMENTS Page 1 of 2
After recording, please return to:
Gallik & Bremer P.C.
777 East Main, Suite 203
Bozeman, Montana 59715
2nd AMENDMENT TO MEADOW CREEK SUBDIVISION PAYBACK AGREEMENT
FOR SANITARY SEWER IMPROVEMENTS
THIS AGREEMENT, made and entered into this day of , 2024, by and between the CITY OF BOZEMAN, a municipal corporation, organized under its Charter and the laws of the State of Montana (“City)”, and MCCAPITAL, LLC (“MCC”). WHEREAS, the City of Bozeman on February 25, 2008, entered into the Meadow Creek Subdivision Payback Agreement for Sanitary Sewer Improvements with Meadow Creek Partners, LLC and filed with the Gallatin County Clerk and Recorder as document number 2293493 (“Sanitary Sewer Payback Agreement”), thereby establishing the Meadow Creek Sanitary Sewer
Payback District (the “District”); and WHEREAS, on October 29, 2010, Meadow Creek Partners, LLC assigned all of its rights, title, and interest in the Sanitary Sewer Payback Agreement to MCC by the Amendment to Meadow Creek Subdivision Payback Agreement for Sanitary Sewer Improvements, filed with the
Gallatin County Clerk and Recorder as document number 2374743 (together with the Sanitary Sewer Payback Agreement, the “Amended Sanitary Sewer Payback Agreement”); and WHEREAS, on November 3, 2022, MCC submitted a request for a twenty (20) year extension of the Amended Sanitary Sewer Payback Agreement; and
WHEREAS, notice of this 2nd Amended Agreement was mailed to the current owners of undeveloped benefitted property within the established District boundaries and a public hearing was held by the City Commission on December 17, 2024; and
WHEREAS, the City of Bozeman has no obligation to extend this agreement but agrees the City and properties within the District have and continue to benefit from the sanitary sewer improvements provided pursuant to the Sanitary Sewer Payback Agreement and that an extension would afford MCC the possibility of a reasonable recovery under the Sanitary Sewer Payback Agreement, the City is receiving 7% of all payback payments as an administrative fee and will
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2nd AMENDMENT TO MEADOW CREEK SUBDIVISION PAYBACK AGREEMENT FOR SANITARY SEWER IMPROVEMENTS Page 2 of 2
continue to receive the fee on any of the benefitted properties that use such City administrative services, and it is mutually beneficial to the parties to extend the term of the existing agreement.
THEREFORE, the undersigned hereto agrees as follows.
The District and the Amended Sanitary Sewer Payback Agreement shall continue until MCC has
recovered eighty-five and thirty-four hundredths percent (85.34%) of the total “as-built”
construction costs provided in Exhibit B of the Sanitary Sewer Payback Agreement, or upon
expiration of the payback agreement which by this 2nd Amendment to Meadow Creek Subdivision
Payback Agreement for Sanitary Sewer Improvements will be extended for a period of twenty (20)
years from the original date of expiration, extending the agreement to February 25, 2048,
whichever occurs first; and
All remaining terms of the Amended Sanitary Sewer Payback Agreement are not affected by this Amendment and shall continue in operation and effect.
IN WITNESS WHEREOF, the parties have executed this instrument the day and year first written above.
CITY OF BOZEMAN
___________________________________
BY: CHUCK WINN
ITS: INTERIM CITY MANAGER
MCCAPITAL, LLC
___________________________________
BY: MONTE BECK
ITS: MANAGER
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4t;.1UngpeaserehzrntoRyanXjadcscmJacksonLaw,P.C.225EastMendenhallBozemari,MT597252374741iiaG,a,pqF..AM[NDMENTTOMEADOWCREEKSUBDWISLONPAYBAQCAGREE!!ENTFORWATERIMPROVEMEN1,‘THISAGREEMENT,madeandenteredintothis.14thyof____
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_2010,byandbetweentheCITYOfBOZAN,amunicipalcorporalion,organizedunderthelawsoftheStateofMontana,(“City”),andMcCapttal,LLC(‘MCC).WHEREAS,theCity,onJanuary29,2006enteredintotheMeadowCreekSubdivisionPaybackAgreementforWatermrovementsf”Agreenwnt)withMeadowCreekPartners,LLCandLiedwiththeGaflatinCountyCierkandRecorderasdocumentnumber2293492;andWHEREAS,itisthedesireofMeadowCreekParners,LLCtoassignallofitsrights.titieandinterestIntheAgreementtoMCCiandWHEREAS,pursuanttotheAgreementtheCitymustprovidewrittenconsentforMeadowCreekPartners,LLCtoassignanyrightorobligationintheAgreemeneandTHEREFORE,theundersignedheretoagreesandacquiescestoMeadowCreekPartners,LLCassigningalltight.btle,anAlinterestintheAgreementtoMCC;andTHEREFORE,thetermsoftheAgreementshallcontinueintheiroperationandeffectandnoothertermstheretoarebeingamended.CityissimplyprovidingitsconsentthattheAgreementbeassignedtoMCC.INWITNESSWHEREOF,thepartiesheretohaveexecutedthisinstrumentthedayandyearfirstabovewritten.rrYOfBOZEMANVBY:A.ITS:______________NotaryBlockfollowsonNextPagePage1of2279
2374741Page2of211/051201002:08:06PMSTATEOFMONTANA:55.CouxttyofGallatinOnthisdayof______________2010,beforeme,aNotaryPublicLottheStateofMontanapersonallyappearedPkk1ilS’bknowntometobetheLkørandthepersonwboeenameissubscribedtothethinthsxuIiertt.andacknow’edgedtomethathelsheexecutedtheSanleINWflNESSWHEREOF,IhavehareuntosetmyhandandaffixedmyNotariatSealthedayandyearfirstabovewritten.A$’’!Dju1eYw\t‘flO.io€.SNoyPuhlicforthetateofMoitana..-:,ResidingaL...,L.I-MyCommissionxp1res:0144i•Page2of2280
RESOLUTION 5633
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, RECOGNIZING AND REESTABLISHING THE MEADOW CREEK
WATER IMPROVEMENTS PAYBACK DISTRICT AND EXTENDING THE TERMS OF
THE MEADOW CREEK SUBDIVISION WATER IMPROVEMENTS PAYBACK
AGREEMENT, AS AMENDED.
WHEREAS, on January 29, 2008, the City of Bozeman entered into the Meadow Creek
Subdivision Payback Agreement for Water Improvements with Meadow Creek Partners, LLC and
filed with the Gallatin County Clerk and Recorder as document number 2293492 (“Water Payback
Improvements Agreement”), thereby establishing the Meadow Creek Water Improvements
District (“the District”); and
WHEREAS, on October 29, 2010, Meadow Creek Partners, LLC assigned all of its rights,
title, and interest in the Water Improvements Payback Agreement to MCCAPITAL, LLC (“MCC”)
by the Amendment to Meadow Creek Subdivision Payback Agreement for Water Improvements,
filed with the Gallatin County Clerk and Recorder as document number 2374741 (together with
the Water Improvements Payback Agreement, the “Amended Water Payback Agreement”); and
WHEREAS, on November 3, 2022, MCC submitted a request to extend the Amended
Water Payback Agreement for a period of twenty (20) years from the original expiration date; and
WHEREAS, the City of Bozeman agrees the City and properties listed in the Water
Improvements Payback Agreement have and continue to benefit from the water improvements
described in the Water Improvements Payback Agreement, and an extension of the same would
allow MCC the possibility of a reasonable recovery under the Water Improvements Payback
Agreement.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana:
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Section 1
Re-Establishment of District. The Commission hereby recognizes the District established
in 2008 and hereby reestablishes the same by this resolution. The District boundary remains
unchanged as the boundary was previously described in Exhibit A and Exhibit B of the original
2008 Water Improvements Payback Agreement.
Section 2
Extension and Term of Payback District and Amended Water Improvements Payback
Agreement. The District and the Amended Water Improvements Payback Agreement shall
continue until MCC has recovered seventy three and fifty nine hundredths percent (73.59%) of
the total “as-built” construction costs provided in Exhibit B of the 2008 Water Improvements
Payback Agreement (recorded as pages 5-8 of document 2293492), or upon expiration of the
payback agreement, whichever is earlier, which by this 2nd Amended Agreement is hereby
extended for a period of twenty (20) years from the original date of expiration, extending the
Agreement to January 29, 2048. The Commission hereby adopts the 2nd Amendment to the
Meadow Creek Subdivision Payback Agreement for Water Improvements, attached as Exhibit A.
Section 3
Notice of Payback Costs/Timing of Payback. Current owners of the undeveloped
benefitted properties included on Exhibit B of the 2008 Water Improvements Payback Agreement
(recorded as pages 5-8 of document 2293492) are hereby noticed that the District and the Water
Improvements Payback Agreement are reestablished and extended as described in Sections 1 and
2 of this Resolution with all original costs and payback terms remaining unchanged. Benefitted
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properties must be given credit for any previous payments made pursuant to the Amended Water
Improvements Payback Agreement.
Section 4
Recording. The City Clerk is instructed to record this Resolution in the records of the
Gallatin County Clerk and Recorder.
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the day of , 2024.
___________________________________
TERRY CUNNINGHAM
Mayor
ATTEST:
___________________________________
MIKE MAAS
City Clerk
APPROVED AS TO FORM:
___________________________________
GREG SULLIVAN
City Attorney
283
2ND AMENDMENT TO MEADOW CREEK SUBDIVISION PAYBACK AGREEMENT FOR WATER IMPROVEMENTS Page 1 of 2
After recording, please return to:
Gallik & Bremer P.C.
777 East Main, Suite 203
Bozeman, Montana 59715
2nd AMENDMENT TO MEADOW CREEK SUBDIVISION PAYBACK AGREEMENT
FOR WATER IMPROVEMENTS
THIS AGREEMENT, made and entered into this day of , 2024, by and between the CITY OF BOZEMAN, a municipal corporation, organized under its Charter and the laws of the State of Montana (“City)”, and MCCAPITAL, LLC
(“MCC”). WHEREAS, on January 29, 2008, the City of Bozeman entered into the Meadow Creek Subdivision Payback Agreement for Water Improvements with Meadow Creek Partners, LLC and filed with the Gallatin County Clerk and Recorder as document number 2293492 (“Water
Improvements Payback Agreement”, thereby establishing the Meadow Creek Water
Improvements Payback District (the “District”); and WHEREAS, on October 29, 2010, Meadow Creek Partners, LLC assigned all of its rights, title, and interest in the Water Improvements Payback Agreement to MCC by the
Amendment to Meadow Creek Subdivision Payback Agreement for Water Improvements, filed with the Gallatin County Clerk and Recorder as document number 2374741 (together with the Water Improvements Payback Agreement, the “Amended Water Improvements Payback Agreement”); and
WHEREAS, on November 3, 2022, MCC submitted a request for a twenty (20) year extension of the Amended Water Improvements Payback Agreement; and WHEREAS, notice of this 2nd Amended Agreement was mailed to the current owners of undeveloped benefitted property within the established District boundaries and a public hearing
was held by the City Commission on December 17, 2024; and WHEREAS, the City of Bozeman has no obligation to extend this agreement but agrees the City and properties within the District have and continue to benefit from the water
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2ND AMENDMENT TO MEADOW CREEK SUBDIVISION PAYBACK AGREEMENT FOR WATER IMPROVEMENTS Page 2 of 2
improvements provided pursuant to the Water Improvements Payback Agreement and that an extension would afford MCC the possibility of a reasonable recovery under the Water
Improvements Payback Agreement, the City is receiving 7% of all payback payments as an
administrative fee and will continue to receive the fee on any of the benefitted properties that use such City administrative services, and it is mutually beneficial to the parties to extend the term of the existing agreement.
THEREFORE, the undersigned hereto agrees as follows:
The District and the Amended Water Improvements Payback Agreement shall continue until MCC
has recovered seventy-three and fifty nine hundredths percent (73.59%) of the total “as-built”
construction costs provided in Exhibit B of the 2008 Water Improvements Payback Agreement
(recorded as pages 5-8 of document 2293492), or upon expiration of the Water Improvements
Payback Agreement which by this 2nd Amendment to Meadow Creek Subdivision Payback
Agreement for Water Improvements will be extended for a period of twenty (20) years from the
original date of expiration, extending the agreement to February 25, 2048, whichever occurs first.
All remaining terms of the Amended Water Improvements Payback Agreement are not affected by this Amendment and shall continue in operation and effect.
IN WITNESS WHEREOF, the parties have executed this instrument the day and year first written above.
CITY OF BOZEMAN
___________________________________
BY: CHUCK WINN
ITS: INTERIM CITY MANAGER
MCCAPITAL, LLC
___________________________________
BY: MONTE BECK
ITS: MANAGER
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RESOLUTION 5632
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, RECOGNIZING AND REESTABLISHING THE MEADOW CREEK
TRAFFIC SIGNAL IMPROVEMENTS PAYBACK DISTRICT AND EXTENDING THE
TERMS OF THE MEADOW CREEK SUBDIVISION TRAFFIC SIGNAL
IMPROVEMENTS PAYBACK AGREEMENT, AS AMENDED.
WHEREAS, on January 29, 2008, the City of Bozeman entered into the Meadow Creek
Subdivision Payback Agreement for Traffic Signal Improvements with Meadow Creek Partners,
LLC and filed with the Gallatin County Clerk and Recorder as document number 2293491
(“Traffic Signal Payback Agreement”), thereby establishing the Meadow Creek Traffic Signal
Improvements Payback District (“the District”); and
WHEREAS, on October 29, 2010, Meadow Creek Partners, LLC assigned all of its rights,
title, and interest in the Traffic Signal Payback Agreement to MCCAPITAL, LLC (“MCC”) by
the Amendment to Meadow Creek Subdivision Payback Agreement for Traffic Signal
Improvement, filed with the Gallatin County Clerk and Recorder as document number 2374742
(together with the Traffic Signal Payback Agreement, the “Amended Traffic Signal Payback
Agreement”); and
WHEREAS, on November 3, 2022, MCC submitted a request to extend the Traffic Signal
Payback Agreement for a period of twenty (20) years from the original expiration date; and
WHEREAS, the City of Bozeman agrees the City and the properties listed in the Traffic
Signal Payback Agreement have and continue to benefit from the traffic signal improvements
described in the Traffic Signal Payback Agreement, and an extension of the same would allow
MCC the possibility of a reasonable recovery under the Traffic Signal Payback Agreement.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana:
Section 1
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Re-Establishment of District. The Commission hereby recognizes the District established
in 2008 and hereby reestablishes the same by this resolution. The District boundary remains
unchanged as the boundary was previously described in Exhibit A and Exhibit B of the original
2008 Traffic Signal Improvements Payback Agreement.
Section 2
Extension and Term of Payback District and Amended Traffic Signal Improvements
Payback Agreement. The District and the Amended Traffic Signal Improvements Payback
Agreement shall continue until MCC has recovered fifty-eight and seventy-four hundredths
percent (58.74%) of the total “as-built” construction costs provided in Exhibit B of the 2008 Traffic
Signal Improvements Payback Agreement (recorded as pages 5-9 of document 2293491), or upon
expiration of the payback agreement, whichever is earlier, which by this 2nd Amended Agreement
is hereby extended for a period of twenty (20) years from the original date of expiration, extending
the Agreement to January 29, 2048. The Commission hereby adopts the 2nd Amendment to the
Meadow Creek Subdivision Payback Agreement for Traffic Signal Improvements, attached as
Exhibit A.
Section 3
Notice of Payback Costs/Timing of Payback. Current owners of the undeveloped
benefitted properties included on Exhibit B of the 2008 Traffic Signal Improvements Payback
Agreement (recorded as pages 5-9 of document 2293491) are hereby noticed that the District and
Traffic Signal Payback Agreement are reestablished and extended as described in Sections 1 and
2 of this Resolution with all original costs and payback terms remaining unchanged. Benefitted
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properties must be given credit for any previous payments made pursuant to the Amended Traffic
Signal Improvements Payback Agreement.
Section 4
Recording. The City Clerk is instructed to record this Resolution in the records of the
Gallatin County Clerk and Recorder.
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the day of , 2024.
___________________________________
TERRY CUNNINGHAM
Mayor
ATTEST:
___________________________________
MIKE MAAS
City Clerk
APPROVED AS TO FORM:
___________________________________
GREG SULLIVAN
City Attorney
299
2ND AMENDMENT TO MEADOW CREEK SUBDIVISION PAYBACK AGREEMENT FOR TRAFFIC SIGNAL IMPROVEMENTS Page 1 of 2
After recording, please return to:
Gallik & Bremer P.C.
777 East Main, Suite 203
Bozeman, Montana 59715
2nd AMENDMENT TO MEADOW CREEK SUBDIVISION PAYBACK AGREEMENT
FOR TRAFFIC SIGNAL IMPROVEMENTS
THIS AGREEMENT, made and entered into this day of , 2024, by and between the CITY OF BOZEMAN, a municipal corporation, organized under its Charter and the laws of the State of Montana (“City)”, and MCCAPITAL, LLC
(“MCC”). WHEREAS, on January 29, 2008, the City of Bozeman entered into the Meadow Creek Subdivision Payback Agreement for Traffic Signal Improvements with Meadow Creek Partners, LLC and filed with the Gallatin County Clerk and Recorder as document number 2293491
(“Traffic Signal Payback Agreement”), thereby establishing the Meadow Creek Traffic Signal
Improvements Payback District (the “District”); and WHEREAS, on October 29, 2010, Meadow Creek Partners, LLC assigned all of its rights, title, and interest in the Traffic Signal Payback Agreement to MCC by the Amendment to
Meadow Creek Subdivision Payback Agreement for Traffic Signal Improvements, filed with the
Gallatin County Clerk and Recorder as document number 2374742 (together with the Traffic Signal Payback Agreement, the “Amended Traffic Signal Payback Agreement”); and WHEREAS, on November 3, 2022, MCC submitted a request for a twenty (20) year
extension of the Amended Sanitary Sewer Payback Agreement; and WHEREAS, notice of this 2nd Amended Agreement was mailed to the current owners of undeveloped benefitted property within the established District boundaries and a public hearing was held by the City Commission on December 17, 2024; and
WHEREAS, the City of Bozeman has no obligation to extend this agreement but agrees the City and properties within the District have and continue to benefit from the traffic signal improvements provided pursuant to the Traffic Signal Improvements Payback Agreement and that an extension would afford MCC the possibility of a reasonable recovery under the Traffic
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Signal Improvements Payback Agreement, the City is receiving 7% of all payback payments as an administrative fee and will continue to receive the fee on any of the benefitted properties that
use such City administrative services, and it is mutually beneficial to the parties to extend the
term of the existing agreement. THEREFORE, the undersigned hereto agrees as follows:
The District and the Amended Traffic Signal Improvements Payback Agreement shall continue
until MCC has recovered fifty-eight and seventy four hundredths percent (58.74%) of the total
“as-built” construction costs provided in Exhibit B of the 2008 Traffic Signal Improvements
Payback Agreement (recorded as pages 5-9 of document 2293491), or upon expiration of the
Traffic Signal Improvements Payback Agreement which by this 2nd Amendment to Meadow
Creek Subdivision Payback Agreement for Traffic Signal Improvements will be extended for a
period of twenty (20) years from the original date of expiration, extending the agreement to
January 29, 2048, whichever occurs first.
All remaining terms of the Amended Traffic Signal Improvements Payback Agreement are not
affected by this Amendment and shall continue in operation and effect.
IN WITNESS WHEREOF, the parties have executed this instrument the day and year first written above.
CITY OF BOZEMAN
___________________________________
BY: CHUCK WINN
ITS: INTERIM CITY MANAGER
MCCAPITAL, LLC
___________________________________
BY: MONTE BECK
ITS: MANAGER
301
Memorandum
REPORT TO:City Commission
FROM:Natalie Meyer, Sustainability Program Manager
Jon Henderson, Assistant City Manager
SUBJECT:Climate Plan Annual Report Work Session
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Plan/Report/Study
RECOMMENDATION:Receive presentation, discuss, and provide work plan feedback to staff.
STRATEGIC PLAN:6.3 Climate Action: Reduce community and municipal Greenhouse Gas
(GHG) emissions, increase the supply of clean and renewable energy; foster
related businesses.
BACKGROUND:On December 22, 2020, the City Commission approved Resolution 5248
adopting the Bozeman Climate Plan. The Climate Plan identifies community
goals and actions to reduce greenhouse gas emissions and prepare for the
impacts of climate change.
The purpose of this work session is for staff to provide an annual progress
report on the 2020 Bozeman Climate Plan and to gather input and direction
from the City Commission on work plan priorities.
As part of the update, the attached 2024 Climate Plan Impact Summary
Report includes highlights of organizational-wide projects and initiatives
completed over the last 12 months. In addition, the updated Climate Plan
Dashboard provides an overview of work in progress across the City of
Bozeman organized by the Climate Plan's focus areas, solutions, and actions.
Sustainability Program Manager, Natalie Meyer, will present a year-in-review
summary of progress on the Climate Plan. This will be followed by a
discussion on the Sustainability Division's 2024-2025 Work Plan and the
Sustainability Board's approved 2024-2025 Work Plan. To remain adaptive
and responsive to current issues and priorities, the Commission will be asked
the following guiding questions:
Do you agree with the work plans?
Are there topics that you would like to substitute?
Where should the Advisory Boards provide input?
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UNRESOLVED ISSUES:None.
ALTERNATIVES:As suggested by the City Commission.
FISCAL EFFECTS:None.
Attachments:
BZN Climate Plan Impact Report.pdf
Report compiled on: December 5, 2024
303
Through leadership and collaboration, the City of Bozeman will advance
innovative solutions to cultivate a more equitable and resilient low-carbon
community for current and future generations.
The 2024 Climate Plan Impact Report highlights the City of
Bozeman's progress in advancing its climate goals over the
past year. While it focuses on the initiatives of multiple city
departments, we acknowledge and deeply appreciate the vital
work being done by our many partners across the community.
Achieving the goals of the Bozeman Climate Plan is not
something the City can accomplish alone. It requires a
community-wide effort that relies on collaboration with
businesses, nonprofit organizations, Gallatin County,
neighboring municipalities, state-level partners, institutions, the
utility, and individual community members. While we’ve made
meaningful progress toward our climate goals, there is still
much more work to be done.
Together, these collective efforts are driving meaningful
progress toward a sustainable and resilient future for Bozeman.
Bozeman Climate Plan
2024 Impact Report
Climate Vision
Bozeman’s Climate Goals
1304
SUNLIGHT TO SAVINGS
City of Bozeman’s Solar Production
In 2024, the City-owned photovoltaic systems at the Bozeman Public Safety
Center (BPSC), City Hall, and the Library collectively produced 246,641
kilowatt-hours of electricity, saving $21,021 in utility bills.
In 2025, a 53 kW photovoltaic array installed on the roof of Bozeman Fire
Station 2 will increase the City’s solar production capacity.
BPSC (90%): 220,707 kWh
Library (6%): 1,397 kWh
City Hall (4%): 814 kWh
Solar Energy Produced by Location
Total Production: 246,641 kWh
$21,021 UTILITY BILL SAVINGS
166 MT CO e GHG AVOIDED
BOZEMAN FIRE STATION 2
Community Resilience & Sustainability in Action
In 2024, the new Bozeman Fire Station 2 located in the heart of
Montana State University's campus, opened to replace the older
station on South 19th. The 14,000-square-foot facility embraces a
whole-system approach to energy efficiency, integrating a high-
performance building envelope and advanced technologies including
Variable Refrigerant Flow (VRF) heat pumps, heat recovery ventilators
(HRV’s), SolarWalls, and more.
The station currently operates on a dual-fuel system, utilizing both
natural gas and electricity. It is designed to transition primarily to
electric power and to support the installation of electric fire truck
charging stations in the future. The ability to transition from natural
gas to electricity enables Fire Station 2 to continue increasing its use
of renewable energy sources.
The station prioritizes firefighter well-being with features like acoustic-treated sleeping areas and an air barrier
that prevents toxic chemicals in the apparatus bay from entering the living quarters. Additionally, the building
features water-smart landscaping, an irrigation flow meter, and water efficient plumbing fixtures.
View the full case study: Fire Station #2 Community Resilience & Sustainability
2 2305
WATER RECLAMATION FACILITY
Efficiency at the City’s Largest Energy User
Water and wastewater processes are often among the highest
energy consumers for municipalities. The Water Reclamation Facility
(WRF) is the City of Bozeman’s largest energy user, accounting for
40% of the total electricity consumption across all City facilities.
In 2024, the WRF staff achieved significant energy savings by
enhancing operational efficiency, performing preventative
maintenance, and overhauling the biological reactors. These efforts
reduced electricity consumption by 5% compared to the previous
year, resulting in annual savings of $34,622 on electricity costs.
The tanks at the WRF contain over
1,200 aeration diffusers (similar to fish
tank aeration systems). Replacing the
diffusers as they start to wear out and
lose efficiency provides better oxygen
transfer and lowers aeration demands
to reduce electricity usage.
5%
DECREASE IN ELECTRIC USAGE
in 2024, compared to 2023
$34,622
ELECTRIC BILL SAVINGS
in 2024, compared to 2023
POWERING CHANGE
Building Energy Efficiency & Electrification
By collaborating with key partners the City is striving to help
advance energy efficiency and building electrification throughout
the community. The Sustainability Division has partnered with the
MT DEQ to launch a pilot rebate program that offers residents a
$500 rebate for qualifying heat pump water heaters (HPWHs).
The City co-hosted education and contractor engagement events
related to building energy efficiency, electrification strategies,
technology adoption, upcoming financial incentives, and more.
Education Partners Included:
Northwest Energy Efficiency
Alliance (NEEA)
NorthWestern Energy
Montana Department of
Environmental Quality (MT DEQ)
Local distributors
Heat pump manufacturers
Weatherization Training Center
BetterBuit NW
Earth Advantage
Many more!
$500 HEAT PUMP WATER HEATER REBATE
The City of Bozeman is offering customers a $500 rebate for qualified
heat pump water heaters. Learn more at bozeman.net/sustainability
27 HEAT PUMP WATER HEATERS INSTALLED
through the City’s rebate program
650 LIFETIME MT CO e EMISSIONS AVOIDED
based on a 15-year lifespan per water heater
2
225 HOURS OF CONTINUING EDUCATION CREDITS
awarded to building industry professionals
3306
MOVING TOGETHER
Multimodal Solutions in Bozeman
Streets Are for Everyone (SAFE) Plan
Whether you are walking, using a car, bike, scooter, wheelchair, or even on
horseback, all community members deserve to feel safe when traveling around
town. In 2023, the Transportation Division introduced the Streets Are for
Everyone (SAFE) plan, designed to guide changes that prioritize safety for all
road users. As part of this initiative, the City reduced speed limits to 35 mph on
many city streets in 2023. In 2024, the City worked with the Montana Department
of Transportation (MTDOT), to lower speed limits on Kagy Boulevard and Oak St.
The Transportation Division installed around a dozen seasonal traffic calming
projects to slow vehicles and improve safety, including the Black Avenue Bicycle
Boulevard pilot. Additionally, rectangular Rapid Flashing Beacons (RRFBs) were
added at three high-traffic pedestrian crossings.
Community Collaboration
The City relies on collaboration between departments and community partners to
improve safe, efficient, and reliable options for active transportation. The
Economic Development Department contributed by completing two multi-modal
transportation projects in 2024, including the Aspen Street Pedestrian Bridge
and the 5th Avenue Trail. The Parks and Recreation Department continues to
advocate for trail connectivity through initiatives like development review and
special park planning projects like the Cattail Creek Anchor Route and Park
Master Plan.
The Transportation and Engineering Department regularly reviews development
projects to ensure they provide connectivity and appropriate infrastructure to
support active transportation. The City works closely with outside agencies and
community partners to strengthen major planning initiatives, grant applications,
and other large-scale efforts, while also supporting grassroots programs such as
Safe Routes to Schools and commuter challenges.
Bozeman Snow Angels
During the winter of 2023-2024, the City launched the Snow Angels pilot
program, connecting older residents and individuals with disabilities to volunteer
neighbors for assistance with shoveling adjacent sidewalks. This initiative
supports residents in need while ensuring safer sidewalks for everyone.
25
In 2024, the City acquired 3 hybrid vehicles, expanding the fleet
to 25 hybrid and plug-in hybrid vehicles. The Facilities and
Transportation/Engineering Departments received 3 all-electric
Ford Lightning trucks. The EV trucks are expected to reduce
lifecycle greenhouse gas emissions by over 50% per mile.
HYBRID & PLUG-IN VEHICLES
in the City’s fleet
3 ELECTRIC TRUCKS
in the City’s fleet
4307
FOOD FOR THOUGHT
Local Food System Preliminary
Mapping Project
The Bozeman Climate Plan highlights the importance of
a robust local food system in reducing greenhouse gas
emissions and strengthening community resilience.
Gallatin Valley is home to a network of individuals,
businesses, nonprofit organizations, institutions, and
agencies that have laid the groundwork for a resilient
local food system. To better understand this dynamic
network and explore the City’s current and potential
roles within it, the Local Food System Preliminary
Mapping Project was launched in 2023.
The project centered on in-depth discussions and
interviews with over 80 participants representing
diverse sectors of Bozeman’s local food system. These
conversations provided valuable insights into the
system's strengths and challenges, as well as
opportunities for local government to support a more
resilient, sustainable, and equitable food system.
The project’s findings and actionable next steps for the
City are detailed in the final report: Local Food Systems
Preliminary Mapping Project Report
80+
Participants
in the Local Food System
Preliminary Mapping Project
TRASH TALK
Bozeman Secures $1.6 Million Grant for
Waste Management and Composting
The City of Bozeman was awarded a $1.6 million grant from the
Environmental Protection Agency (EPA) to go toward the purchase of
8,000 new trash carts, 100 bear-resistant carts, and the creation of
the Bozeman Sustainable Organics Management Program.
Throughout this year, the Solid Waste Division and City leadership
have been preparing for the launch of a new compost collection pilot
program, scheduled to begin in spring 2025.
5308
Water Efficient Landscape Ordinance
Bozeman is a fast-growing drought-prone community facing numerous
water supply constraints posed by its headwaters location in the Upper
Missouri River Watershed, impacts of climate change on water supply
yields, and a challenging legal framework regarding new water rights
appropriations.
The City of Bozeman adopted a Water Efficient Landscape Ordinance
(WELO) in May 2024, which revises landscape and irrigation standards
for new development projects to reduce outdoor water demands
associated with lawn and landscape irrigation. These standards,
codified in Bozeman Municipal Code (BMC), require the design,
installation, and maintenance of landscapes that conserve local water
resources by limiting the installation of high water use turfgrass and
requiring the installation of drought tolerant plants, adequate topsoil,
and efficient irrigation.
To support the implementation, the City developed the Landscape and
Irrigation Performance and Design Standards Manual, which includes
clear, detailed standards to ensure meaningful water savings are
realized for years to come.
Outdoor watering of lawns and landscapes represents
50% of annual residential water use in Bozeman.
WATER SMART BOZEMAN
Turf Removal Rebate Program
In 2022 the Water Conservation Division launched the turf removal
rebate program that incentivizes residents to remove high water use
turfgrass to reduce Bozeman’s peak summer water demand. The
rebate offers $1 per square foot of turf grass replaced (up to $2,000).
Since the program began Bozeman residents have removed over
148,000 square feet of turfgrass, saving an estimated 1.9 million gallons
of water annually. Often, residents choose to focus their efforts on
areas of their property where the turf is decorative or unnecessary,
maximizing water savings without impacting their ability to enjoy their
yards. In addition to saving water, these projects result in increased
plant diversity & pollinator habitat, enhanced drought resilience, and
more.
148,000
SQFT OF TURFGRASS REMOVED
through the turf removal rebate.
1.9 MILLION
GALLONS OF WATER SAVED
through the turf removal rebate.
6309
2022* COMMUNITY GREENHOUSE GAS
EMISSIONS INVENTORY Together, we can take action
on climate change!
Bozeman’s Climate Goals
Bozeman has ambitious climate goals to protect our community from climate change.
The Bozeman Climate Plan outlines a pathway to reaching those goals.
26%
Reduction
from 2008Bozeman Climate Goals
B u s i n e s s a s u s u a l p a t h w a y w i t h o u t a c t i o n
mt CO₂eGHG Inventory Year
2008
2022
2025 2030
2050
Climate Plan Reduction Pathway
100%
Net Clean
Electricity
Carbon
Neutral
GHG Emissions Per Person
From 2008 to 2022 Bozeman's population
increased by 57%, however GHG emissions
per person decreased by 17%.
2008 2012 2016 2018 2020 2022
14.7 14.7
11.6
12.5
10.8
12.2
Population
GHG Emissions per Person
27%
Commercial
Total 2022 Emissions
687,194 mt CO₂e
52%
Buildings
37%
Transportation
29%23%
Residential
Vehicles
10%
Aviation10% Waste 1% Other
*Community GHG Inventories are completed every two years with the 2024 GHG Inventory anticipated in 2025
We need YOU to help reach our goals
7310
Learn more about how you can take action at:
BOZEMAN.NET/SUSTAINABILITY
Photos from Gallatin Valley Earth Day and Bozeman CleanUp Day
Pictured: Solid Waste Division at Earth Day (top left); A & E Architects (middle left); Sidecar Bozeman (bottom
left & top right); Water Conservation at Earth Day (bottom right)311
Memorandum
REPORT TO:City Commission
FROM:Alex Newby, Deputy City Clerk
Mike Maas, City Clerk
Jon Henderson, Assistant City Manager
Chuck Winn, Interim City Manager
SUBJECT:Appointment of City Representative to the Gallatin Valley Urban Transit
District Board
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Consider the Motion: I move to appoint Commissioner Emma Bode to the
Gallatin Valley Urban Transit District Board
STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other
public agencies and build on these successes.
BACKGROUND:Mayor Cunningham's term as the City Representative has expired and
Commissioner Bode has agreed to take on the role.
The District shall be a separate legal entity from either Gallatin County, City
of Belgrade, or City of Bozeman local governments as allowed by Title 7,
Chapter 14, Part 2, MCA.
The purpose of the District is to supply transportation services and facilities
to District residents and other persons. The District shall provide quality
public transportation service to meet the mobility needs of the community,
but may authorize service outside the District boundaries where deemed
appropriate.
The Board shall have all powers necessary and proper to the establishment,
operation, improvement, maintenance, and administration of the District.
Preference will be given to individuals with a demonstrated interest in the
provision and promotion of public transportation. Members appointed to
the Board shall have official capacity to represent a local government entity,
a founding partner, and/or the ability to represent a transit rider
perspective, including but not limited to, at large, a senior, and those living
with a disability.
UNRESOLVED ISSUES:None Identified
ALTERNATIVES:As per the Commission
312
FISCAL EFFECTS:None
Report compiled on: November 27, 2024
313
Memorandum
REPORT TO:City Commission
FROM:Alex Newby, Deputy City Clerk
Mike Maas, City Clerk
Mitch Overton, Parks and Recreation Director
SUBJECT:Appointments to the Urban Parks and Forestry Board
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Consider the Motion: I move to appoint up to four members to the Urban
Parks and Forestry Board to a term ending December 31, 2026.
AND
I move to appoint [INSERT NAME] as the Vice-chair.
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 Urban Parks and Forestry (UPF) Board has three positions available due
to a combination of vacancy and expiration of terms. The new terms expire
December 31, 2026.
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
November 8, 2024. One new application was received.
An interview panel was held in conformance with Resolution 5323.
The role of Vice-chair will also need to be designated for the new term.
UNRESOLVED ISSUES:None
ALTERNATIVES:As per the Commission
FISCAL EFFECTS:None
Attachments:
10-21-24 - CAB Applications - Joe Cartwright.pdf
Report compiled on: December 2, 2024
314
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Joe Cartwright
* Residential Address
415 W Alderson St
Bozeman MT 59715
* Primary Phone
(406) 600-7969
* Current Occupation
real estate development
* Employer
self
* Email
joeinbozeman@gmail.com
Which position are you applying for?
Urban Parks and Forestry
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
How long have you lived in the Bozeman Area?
11 years or more
* Have you ever served on a City or County Board or Commission?
No
Where, how long, and what Board?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I have built parks for communities that I have built and I live directly across the street from Southside Park
* 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 have 3 daughters.
References
Please provide name, phone, and email contact information for two references.
Page | 1 315
* Reference #1 Full Name
Derek Pomeroy
* Phone
(406) 585-5389
* Email
derikpomeroy@gmail.com
* Reference #2 Full Name
Ken Schlesinger
* Phone
(406) 581-5278
* Email
kenschlesinger@hotmail.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?
on the City website
Is there any other information that you feel we need to know?
after more than 20 years living on Southside Park I have some ideas about how the parks are utilized
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 316
Memorandum
REPORT TO:City Commission
FROM:Alex Newby, Deputy City Clerk
Mike Maas, City Clerk
Nicholas Ross, Transportation and Engineering Director
SUBJECT:Appointments to the Transportation Board
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Consider the Motion: I move to appoint up to two members to the
Transportation Board for terms ending December 31, 2028.
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 two position available due to expiration of
initial appointed terms with new terms ending December 31, 2028.
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
November 8, 2024. Four applications were received; all applicants are
confirmed electors of the City in conformance with state statute regarding
the requirements of members of a Parking Commission.
An interview panel was held in conformance with Resolution 5323.
UNRESOLVED ISSUES:None
ALTERNATIVES:As per the Commission
FISCAL EFFECTS:None
Attachments:
10-07-24 - CAB Applications - Pierce Teeuwen.pdf
11-07-24 - CAB Applications - Rio Roland.pdf
11-08-24 - CAB Applications - Michael Veselik.pdf
11-10-24 - CAB Applications - Kurt Ross.pdf
Report compiled on: December 2, 2024
317
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Pierce Teeuwen
* Residential Address
1126 N. 15th Ave.
Unit 206
Bozeman MT 59715
* Primary Phone
(817) 876-9154
* Current Occupation
Associate Attorney
* Employer
Law Office of CJ Cook
* Email
pierce@cooklawmt.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
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?
N/A
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I'm currently a general practice attorney, but have a general focus/desire to work on sustainable development. I enjoy the creative-problem-solving process and the
cooperative atmosphere of which it requires. I have no technical experience in city or transportation planning, but believe in the underlying core values: accessibility and
efficacy. I have a general preference for densely concentrated transportation systems to mitigate urban sprawl and protect rural living.
* 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've provided over 150 hours of pro bono service to low-income households. I've participated in several LGBTQ clinics to help its members obtain legal name and gender
changes. While I have not expanded my understanding of DEI beyond the baseline understanding, I am well aware of the importance of intersectionality and the beauty of
varying perspectives.
Page | 1 318
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Margaret Davies
* Phone
(206) 651-6030
* Email
margaret.ruth.davies@gmail.com
* Reference #2 Full Name
CJ Cook
* Phone
(716) 228-5440
* Email
cj@cooklawmt.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?
Mike Vesilik
Is there any other information that you feel we need to know?
I am enthusiastic about Bozeman and its community. The opportunity to help shape, yet protect, the essence of the city--even in the microcosm of transportation--carries a
certain responsibility and forethought I believe I posses as an effective tool for this position.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 319
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Rio Roland
* Residential Address
1122 S Cedarview Dr
Bozeman MT 59715
* Primary Phone
(406) 599-5393
* Current Occupation
Sr Resource Analyst - Wind Energy
* Employer
Innergex Renewable Energy, Inc.
* 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
How long have you lived in the Bozeman Area?
1-5 years
* Have you ever served on a City or County Board or Commission?
Yes
Where, how long, and what Board?
I currently serve on the transportation advisory board and have for the past year and a half
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I am an engineer working in renewable energy development (16+ years) and was a watershed and environmental planner for 5 years prior. I have a Master’s Degree in
Urban and Regional Planning. My thesis was on bicycle lane discontinuities, characterizing what design factors contribute to how safe they are. I love Bozeman and want to
give back to this community. I’m motivated to step up and use my professional skills and civic interests to further an efficient transportation network.
* 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 90'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. I am also active on my employers DEI committee.
Page | 1 320
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Molly McCartney
* Phone
(612) 220-8132
* Email
molly.mccartney@State.mn.us
* Reference #2 Full Name
Julia Shaida
* Phone
(406) 209-7143
* 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?
**SKIPPED**
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 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 6.5 yo Yorkie/Jack Russell named Beyonce (BeBe) and her 2 awesome pups.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 321
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Michael Veselik
* Residential Address
1611 S. Black Ave
Bozeman Montana 59715
* Primary Phone
(708) 738-3104
* Current Occupation
Director of Economic Development and Impact
* Employer
Montana State University
* Email
mjjv921@gmail.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
How long have you lived in the Bozeman Area?
1-5 years
* Have you ever served on a City or County Board or Commission?
Yes
Where, how long, and what Board?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
My last job was as Economic Development Program Manager, Parking for the City of Bozeman. I have deep knowledge of transportation policy and an interest in reengaging
with issues related to transportation. Planning our city with good transportation infrastructure is essential for addressing challenges such as affordable housing, climate
change, and quality of life for Bozeman residents. I hope I can contribute in a positive, effective way to advise the Commission on transportation issues.
* The City of Bozeman strongly values diversity, equity and inclusion (DEI). Describe any efforts you have engaged in to expand your understanding of
DEI.
When I led community engagement efforts during my time at the City, we made a concerted effort to contact community groups that were not typically included in
engagement such as service employees in the downtown core. Additionally, during my recent campaign for the City of Bozeman Local Government Study Commission, I
proposed expand membership on the Commission and more divers geographic representation. I remain committed to bringing new voices into the conversation of local
government.
Page | 1 322
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Kelly Pohl
* Phone
(406) 599-7841
* Email
kellycanyon@gmail.com
* Reference #2 Full Name
Deejay Cook
* Phone
(530) 263-6752
* Email
deejay@treelinecoffee.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?
Chair Kelly Pohl
Is there any other information that you feel we need to know?
I am passionate about building a City that will allow for myself and my family to reside here for many, many years to come. While my expertise is in parking, I recognize
that this board focuses on much more than parking issues and I am excited to learn more about those issues. Further, I am fully committed to serving in the advisory
capacity and acknowledge the unique role these boards play vis-a-vis staff and our elected officials.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 323
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Kurt Ross
* Residential Address
3110 Wagon Wheel Rd, Unit 1
Bozeman MT 59715
* Primary Phone
(719) 440-3665
* Current Occupation
UX Designer
* Employer
Synchrony
* Email
kurtrossmotion@gmail.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
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?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I am excited to apply for Bozeman’s Transportation Board. With a deep interest in urban planning, I’ve followed organizations like Strong Towns, People for Bikes, and
Urban3, learning how cities can evolve to serve all residents. I believe that multimodal transit is essential for Bozeman’s growth and am eager to help support balanced
infrastructure. Though my background is outside urban planning, I bring knowledge, passion, and a commitment to safe, accessible travel options that honor Bozeman’s
* 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 understand and respect efforts to represent underrepresented groups in the community within advisory or leadership positions.
References
Page | 1 324
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Jacob Northcutt
* Phone
(603) 505-5402
* Email
jacobfnorthcutt@gmail.com
* Reference #2 Full Name
Judy Theodorson
* Phone
(509) 991-5254
* Email
jtheodorson@icloud.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 learned about this position from Courney Oyler, who currently sits on the board.
Is there any other information that you feel we need to know?
**SKIPPED**
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 325
Memorandum
REPORT TO:City Commission
FROM:Alex Newby, Deputy City Clerk
Mike Maas, City Clerk
Natalie Meyer, Sustainability Program Manager
SUBJECT:Appointments to the Sustainability Board
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Consider the Motion: I move to appoint up to three members to the
Sustainability Board to terms ending December 31, 2026.
AND
I move to appoint ______ as Chair of the Sustainability Board.
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 Sustainability Board has three positions available due to the expiration
of term. The new terms will expire December 31, 2026.
The City Clerks Office posted the notice of positions online and ran a legal ad
in the Bozeman Daily Chronicle. Applications were open and accepted until
November 8, 2024. Four applications were received.
An interview panel was held in conformance with Resolution 5323.
The role of Chair will also need to be designated for the new term.
UNRESOLVED ISSUES:None
ALTERNATIVES:As per Commission
FISCAL EFFECTS:None
Attachments:
05-13-24 - CAB Applications - Shelby Smith (2).pdf
05-31-24 - CAB Applications - Ali Moxley.pdf
09-11-24 - CAB Applications - Jessica Weise.pdf
10-07-24 - CAB Applications - Isabel Friedman.pdf
326
Report compiled on: December 2, 2024
327
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323.
Applicant Information
* Full Name
Shelby Smith
* Residential Address
724 E Peach St
Bozeman MT 59715
* Primary Phone
(925) 381-4342
* Current Occupation
Agricultural Value Chains Sustainability Consultant
* Employer
South Pole
* Email
sesmittee@gmail.com
Which position are you applying for?
Sustainability Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
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?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I am eager to join the Sustainability Board, leveraging my background in environmental science and commitment to sustainability policy. My career intersects sustainable
agriculture and water management; I consult global agricultural supply chains on decarbonization and water stewardship. I hold a Master’s degree in Water Resources
Management and Env. Policy. I believe group and policy-level decisions on sustainability are crucial for combatting climate change, hence my interest in the Board.
* 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 value diversity, equity, and inclusion (DEI), actively seeking opportunities to collaborate with individuals from diverse backgrounds. These interactions broaden my
perspective, fostering inclusive problem-solving. I'm committed to environmental justice, ensuring marginalized communities are included in decision-making.
References
Page | 1 328
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Phillip Cory
* Phone
(650) 814-9202
* Email
p.cory@southpole.com
* Reference #2 Full Name
Chandler Dayton
* Phone
(406) 577-6930
* Email
chandlerdayton@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?
City of Bozeman email list
Is there any other information that you feel we need to know?
**SKIPPED**
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Mike Gray, at 406.582.3232 (TDD 406.582.2301).
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 329
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323.
Applicant Information
* Full Name
Ali Moxley
* Residential Address
122 S 8th Avenue
Bozeman MT 59715
* Primary Phone
(678) 789-9522
* Current Occupation
Grant Consultant/ Local Food Outreach Coordinator
* Employer
A.Moxley Consulting/ Hopa Mountain
* Email
a.moxley.consulting@gmail.com
Which position are you applying for?
Sustainability Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
How long have you lived in the Bozeman Area?
6-10 years
* Have you ever served on a City or County Board or Commission?
No
Where, how long, and what Board?
I have been actively applying for and seeking out these opportunities.
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I have been actively working in the sustainability field for many years with a focus on agriculture and food systems. I moved to Bozeman in 2018 and shortly after started
graduate school at MSU studying sustainable food systems. I helped co-found a specialty cultivated mushroom farm here in Bozeman (SporeAttic). I have worked
extensively with the Food and Agriculture Development Centers throughout the state. I have worked alongside organizations such as AERO and Grow MT.
* 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 focus on resourcing rural and diverse populations throughout all levels of my professional work life. I regularly participate in DEI programming and trainings, such as the
21-Day Racial Equity Habit-Building Challenge. I recognize that sustainability involves access to resources for all and I have participate in policy-level work to increase
sustainably produced, culturally appropriate, and healthy food options for limited resources folks in Bozeman and throughout the state.
Page | 1 330
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Dr. Bonnie Sachatello-Sawyer
* Phone
(406) 581-0824
* Email
bsawyer@hopamountain.org
* Reference #2 Full Name
Dr. Roland Ebel
* Phone
(406) 994-5640
* Email
roland.ebel@montana.edu
* 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?
Email
Is there any other information that you feel we need to know?
I have been sitting in for the last few months for the Sustainability Advisory Board Meetings live and have reviewed minutes form the last year of meetings. I am very well
acquainted with the Bozeman's Climate Plan and have been engaged and involved with the Preliminary Food System mapping project as an interviewee, attending
presentations, and participating in follow up conversations with a new, local food policy organization. I would be happy to share a comprehensive CV/ resume.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Mike Gray, at 406.582.3232 (TDD 406.582.2301).
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 331
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Jessica Wiese
* Residential Address
3217 Augusta Drive
Apartment 3
Bozeman MT 59715
* Primary Phone
(406) 594-1570
* Current Occupation
Philanthropy director
* Employer
The Conservation Fund
* Email
jessie.wiese@gmail.com
Which position are you applying for?
**SKIPPED**
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
How long have you lived in the Bozeman Area?
11 years or more
* Have you ever served on a City or County Board or Commission?
No
Where, how long, and what Board?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I've been living in Bozeman or Big Sky for the last 23 years. I am a scientist with two degrees in Env. Biology. I've served on several boards and led conservation
organizations regionally. My most recent board position was with the Big Sky Sustainability Network Organization, a group I helped to get organized.
* 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've done trainings with my work on Implicit Bias, Unconcious Bias and Racial Equity Training. I've also done work to learn tribal communication through the Indiginous
cultural awareness training.
References
Page | 1 332
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Emily O'Connor
* Phone
(406) 548-8111
* Email
emilypallo@gmail.com
* Reference #2 Full Name
Twila Moon
* Phone
(406) 570-3088
* Email
twila.moon@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?
Online and through talking with Kalani Goodhard
Is there any other information that you feel we need to know?
I'm applying for the sustainability board.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 333
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Isabel Friedman
* Residential Address
1624 W Babcock St
411
Bozeman MT 59715
* Primary Phone
(310) 907-6191
* Current Occupation
Advocate
* Employer
Natural Resources Defense Council
* Email
ifriedman2000@gmail.com
Which position are you applying for?
Sustainability Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
How long have you lived in the Bozeman Area?
Less than 1 year
* Have you ever served on a City or County Board or Commission?
No
Where, how long, and what Board?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I am an environmental policy advocate at the Natural Resources Defense Council (NRDC), promoting healthy, thriving communities nationwide. My work focuses on
sustainable development and public health, addressing issues like extreme heat, clean drinking water, and flood mitigation. I incorporate the insight from impacted
communities, esteemed environmental advocates, and my young generation. Though I'm new to Bozeman, I feel its uniqueness and am committed to preserving it for
future generations.
* The City of Bozeman strongly values diversity, equity and inclusion (DEI). Describe any efforts you have engaged in to expand your understanding of
DEI.
With regards to DEI, not only am I ethnically Venezuelan, but I work on the Equity & Community Partnerships team at NRDC. The vast majority of my work centers
communities of color and low-income communities. I've worked with some of the poorest communities of color across the nation to restore fundamental environmental
rights for all. Just as I've supported vulnerable communities nationwide, I am committed to advocating for my neighbors in Bozeman.
Page | 1 334
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Eric Goldstein
* Phone
(917) 414-6769
* Email
egoldstein@nrdc.org
* Reference #2 Full Name
Marcus Pearson
* Phone
(406) 570-7896
* Email
marcus.pearson@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 spoke to a colleague about wanting to get involved in local environmental efforts to support the community I'm a part of and they directed me here!
Is there any other information that you feel we need to know?
As a Gen Z'er and new resident, I bring a fresh perspective to the environmental issues in the Gallatin Valley. I'm part of the younger generation who will be most impacted
by climate change and this board's decisions. As a new resident, I also keenly understand why many people have sought refuge here. Having advocated for tenant
protections and issues of water scarcity, I know that the process of growing must be done thoughtfully, with those most vulnerable to climate change in mind.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 335
Memorandum
REPORT TO:City Commission
FROM:Alex Newby, Deputy City Clerk
Mike Maas, City Clerk
Brit Fontenot, Economic Development Director
SUBJECT:Appointments to the Economic Vitality Board
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Consider the Motion: I move to appoint up to three members to the
Economic Vitality Board to a term ending December 31, 2026.
AND
I move to appoint [INSERT NAME] as the Chair, and [INSERT NAME] as the
Vice-chair of the Economic Vitality Board.
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 Economic Vitality Board has three positions available due to the
expiration of terms. The new terms expire December 31, 2026.
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
November 8, 2024. Five applications were received.
An interview panel was held in conformance with Resolution 5323.
The roles of Chair and Vice-chair will also need to be appointed.
UNRESOLVED ISSUES:None
ALTERNATIVES:As per Commission
FISCAL EFFECTS:None
Attachments:
Danielle Rogers.pdf
10-03-24 - CAB Applications - Reed Newman.pdf
10-18-24 - CAB Applications - Albert Jones.pdf
11-07-24 - CAB Applications - Will Shepherd.pdf
336
11-08-24 - CAB Applications - Nathan Stein.pdf
Report compiled on: December 2, 2024
337
From:webadmin@bozeman.net
To:Agenda
Subject:Citizen Advisory Board Application
Date:Monday, September 27, 2021 5:03:44 PM
A new entry to a form/survey has been submitted.
Form Name:Citizen Advisory Board Application
Date & Time:09/27/2021 5:03 PM
Response #:24
Submitter ID:44042
IP address:71.15.199.23
Time to complete:28 min. , 10 sec.
Survey Details
Page 1
WELCOME
Thank you for your interest in joining a Citizen Advisory Board. The City of Bozeman elected officials
and staff believe in the value of public participation and local governance in the decision-making
process and encourage all interested members of our community to apply. As set forth in Resolution
5323, the City is committed to building Advisory Boards that advance the City’s goals of increasing
diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve
membership that reflects, at the least, the demographics of our community. Women, minorities,
individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual
communications, so a valid email address is required for all applicants. Please notify the City Clerk's
Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual
communications, so a valid email address is required for all applicants. Please notify the City Clerk's
Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a
red asterisk *.
STANDARDS OF CONDUCT
338
Each official and employee serving on a multimember agency is expected to devote the time and
effort necessary to ensure the successful functioning of such agency (Bozeman Municipal Code, Section
2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323.
Applicant Information
First Name Danielle
Last Name Rogers
Physical Address 509 N Ferguson
PO Box (if different from
physical address)
Unit C
City Bozeman
State Montana
Zip Code 59718
Primary Phone (406) 587-2450
Additional Phone (406) 589-5286
Current Occupation Christian Education Director
Employer Pilgrim Congregational UCC
Email rogersmt@mail.com
Which position are you applying for?
(○) Economic Vitality Board
Do You Live in the City Limits? (Some positions do require you live within Bozeman city limits while
others do not.)
(○) Yes
How long have you lived in the Bozeman Area?
(○) 11 years or more
Have you ever served on a City or County Board or Commission?
(○) No
Please describe your professional and personal experiences, interest, and qualifications that make you
a good fit for this board.
I am very invested in serving on the Economic Vitality Board and addressing some key areas impacting
moderate and lower income earners. I have lived in Bozeman for almost thirty years and our explosive
growth and rising property costs, has made it difficult for people to enter the housing market or rent
apartments and homes. Stagnant wages and our current health crisis has made many Bozeman residents
move to less expensive areas or find themselves housing insecure. Currently I am a TRI-Chair for the
Montana Poor People's Campaign. This important organization reformed in 2018 to finish Rev. DR. Martin
Luther's King's vision by addressing five interlocking injustices: one of which is systemic poverty. Our
committee is a grass roots effort and encourages personal narratives by impacted individuals to become
advocates for change. I believe systemic poverty is not a result of one's moral failure or lack of good
judgment. Instead it is a societal failure. I also am a ordained Minister and currently am the Christian
Education Director for Pilgrim Congregational UCC Church. My denomination is actively involved in
339
addressing the needs of the poor and work side by side with other non profit organizations. I have
organized various supply and clothing drives with our Indigenous Leaders and Hopa Mountain during the
Covid-19 Crisis. I have served on the Ethics Committee for Bozeman Deaconess Hospital during the 2020
Covid-19 crisis. I have also served on The American Red Cross disaster Action team. Lastly I have lived
bellow the poverty line as a child and young adult, and faced housing insecurity. I am aware of the myriad
of emotions and stress this creates on one's emotional and physical health. My experience would bring a
personal narrative and real world example of how one survives in Bozeman while being a lower earner. I
know this community very well, and hope to serve on this board and bring more personal knowledge and
concrete resources to the table. My work as a Tri-Team Chair with the MT Poor People's Campaign and my
current work in Ministry brings a great deal of first hand knowledge.
The City of Bozeman strongly values diversity, equity and inclusion (DEI). Describe any efforts you have
engaged in to expand your understanding of DEI.
Diversity, Equity and Inclusion is very important and I am glad to see this be a active part of this committee.
I am biracial of African American and South Asian ancestry. I first moved to Bozeman in 1992 with my
Mother Rev. Denise Rogers who passed in 2019. During the early 90's White Supremacist groups were
canvasing areas and Bozeman became a hotspot. My Mother and I formed The Montana Hate Free Zone to
galvanize the community, denounce white supremacy and engage in conversations about race. For over
twenty years I helped plan Rev. Dr. Martin Luther King celebrations, Kwanzaa Celebrations, I spoke to
various Interfaith groups. I organized rallies against the detainment of children at our borders and spoke at
the 2020 Women's March in Bozeman. Personally I joined a historical Black Sorority, and was a member of
the Montana NAACP during it's brief MT Chapter inception. I was a keynote speaker at MSU in 2020 for
their Toni Morrison Celebration event. Currently I have advocated for the passing of our Bozeman School
Board's Equity Policy and founded the Bozeman Pro Equity Majority group with several others invested in
seeing this policy passed. As a person of color who remembers the various physical threats my Mother
faced and has decided to call Bozeman home, I do bring a wealth of personal narratives and a perspective.
Having more diverse voices helps ensure this committee is helping address issues for all Bozeman residents
including many not currently afforded a sit at any table. My long collective memory of the past may also
bring fresh ideas and other networks to help with this important work. Presently I am a member on the
Bozeman Task Force for CEDAW initiative which address the elimination of discrimination against women
and girls and the safety of women and girls in our community.
References: Please provide name, phone, and email contact information for two references.
Reference 1
Carson Taylor (406) 587-2356 Email carsongtaylor@gmail.com
Reference 2
Bonnie Sachatello-Sawyer Executive Director of Hopa Mountain (406) 586-2455 Email
bsawyer@hopamountain.org
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?
from Montana Now and Jan Strout
Is there any other information that you feel we need to know?
I am Asthmatic and have fibromyalgia, a neurological pain condition. I am hoping if offered a position on
340
this Super Board we will have a option for Zoom meetings especially during this Covid-19 health crisis. I
would like the committee to provide areas for people of all abilities to engage in this work safely. Having
voices with disabilities is important for equity work and I ask that you discuss accommodating those of us
wanting to serve but may have to do so remotely at times.
If you have a disability that requires assistance or need accommodations, please contact our ADA
Coordinator, Mike Gray, at 582-3232 (TDD 582-2301).
Please note that for most Citizen Advisory Boards, materials are distributed electronically for each
meeting.
Your application and all information submitted is considered a public record. All applications are
included in the City Commission’s Meeting materials for consideration which are electronically
archived and available to the public.
Thank you,
City Of Bozeman
This is an automated message generated by Granicus. Please do not reply directly to this email.
341
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Reed Newman
* Residential Address
3016 West Villard Street
E
Bozeman MT 59718
* Primary Phone
(406) 600-3513
* Current Occupation
Civil Litigation Paralegal
* Employer
Baldwin Law PLLC
* Email
reed.jnewman@outlook.com
Which position are you applying for?
Economic Vitality Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
How long have you lived in the Bozeman Area?
11 years or more
* Have you ever served on a City or County Board or Commission?
No
Where, how long, and what Board?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
Since my start in the legal field, I have become intimately aware of the civil processes and local regulations that govern our city. I've also had the privilege of reading
hundreds of pages of Montana government literature due to my job position. Personally, I feel deeply connected to Bozeman; I've lived here for 20 years now and have seen
much change in the area and would love to be a part of enacting that change. I can bring a fresh, considerate, and intelligent perspective to the board.
* The City of Bozeman strongly values diversity, equity and inclusion (DEI). Describe any efforts you have engaged in to expand your understanding of
DEI.
My efforts to expand my understanding of DEI have largely consisted of keeping an open mind. I travel, learn, and continue to experience cultures and experiences other
than the ones I was raised with/within. As a young graduate, my proximity to the vast diversity at the local university has contributed greatly to this. Additionally, the nature
of my job requires that I converse often with people in other areas, further broadening my diversity exposure.
Page | 1 342
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Andrew Houser
* Phone
(406) 599-9658
* Email
ahouser78@yahoo.com
* Reference #2 Full Name
Meghan Dayton
* Phone
(406) 223-8234
* Email
dayton.meghan@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?
Bozeman Daily Chronicle
Is there any other information that you feel we need to know?
I'm a Notary Public, if that impacts anything.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 343
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Albert Jones
* Residential Address
111 W. Lamme Street
Apt. 305
Bozeman Montana 59715
* Primary Phone
(850) 274-9348
* Current Occupation
Attorney
* Employer
Goetz, Geddes & Gardner P.C.
* Email
albertandcolleenjones@gmail.com
Which position are you applying for?
Economic Vitality Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
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?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I have worked on municipal and planning matters as a summer associate at a law firm. Before that, I was an Army officer, part of which included training in evaluating the
characteristics of urban environments from a wholistic standpoint (PMESII-PT). I have a master's degree in Higher Education Administration, which included courses in
resource management and college campus/community analysis. I am interested in the economic challenges that a rapidly-expanding community faces.
* 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 have studied the effects of discrimination through legal cases, including instances of intersectional discrimination, age discrimination, veterans status, and religious
inclusion. I have also worked at an HBCU as an ROTC instructor and have done my best to meaningfully engage with people from all socioeconomic strata.
Page | 1 344
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Jeffrey Tierney
* Phone
(406) 788-5063
* Email
jtierney@goetzlawfirm.com
* Reference #2 Full Name
Devlan Geddes
* Phone
(406) 579-9204
* Email
devlan@goetzlawfirm.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?
Website
Is there any other information that you feel we need to know?
I like to consider dynamic and difficult challenges that have to be worked out over time. I think the EVB is a great place to grapple with problems of growth that play out in
the long term. We have loved Bozeman since moving here, and I am excited to find some way to serve the community, even as it changes under our feet.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 345
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Will Shepard
* Residential Address
216 N 5th Ave
Bozeman MT 59715
* Primary Phone
(802) 359-3886
* Current Occupation
Government Affairs Director
* Employer
Gallatin Association of Realtors
* Email
will.mc.shepard@gmail.com
Which position are you applying for?
Economic Vitality Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
How long have you lived in the Bozeman Area?
6-10 years
* Have you ever served on a City or County Board or Commission?
Yes
Where, how long, and what Board?
City of Bozeman's Economic Vitality Board - 8 months.
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I am invested and active in the community, politically attuned, and full of hope that Bozeman will continue to be a welcoming place for all people and businesses. I will bring
a young adult Bozeman perspective, well-versed in every BZN and County policy, balanced political viewpoints, experience, and passion to this board. With diverse
professional experience and an MSU PSCI degree, above all else, I am an engaged BZN resident, I research diligently, listen well, and seek compromise.
* The City of Bozeman strongly values diversity, equity and inclusion (DEI). Describe any efforts you have engaged in to expand your understanding of
DEI.
A highlight of being in Bozeman politics is helping bolster and enact the Belonging in Bozeman plan. I work actively on the Regional Housing Coalition to find equitable
solutions to the county’s housing crisis. I read up on and engage in conversations that expand my perspective, knowledge, and understanding to better support local DEI
efforts. I believe that broadening my perspective, actively participating, and genuine interest are crucial aspects to making positive strides in DEI efforts.
Page | 1 346
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Sam Jackson
* Phone
(980) 348-7999
* Email
samuelpate91@gmail.com
* Reference #2 Full Name
Gianna Paglia
* Phone
(914) 815-7949
* Email
Giannampaglia@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?
BZN email list & Brit Fontenot. I also served on this Board last year and have been hoping to serve on it again.
Is there any other information that you feel we need to know?
Participation in local government is the single most important way to enact positive change. Ensuring that all political perspectives are valued, accounted for, and considered
is equally important for positively impacting BZN and the community. I pride myself on giving valuable feedback on policies, plans, and goals. I will bring energy and a fresh
perspective. I will serve on this Board as a BZN resident, not an employee of GAR, please do not discount my application for that reason.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 347
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Nathan Stein
* Residential Address
2220 Remington Way
Unit 213
Bozeman MT 59718
* Primary Phone
(847) 420-6800
* Current Occupation
Executive Director
* Employer
Headwaters Community Housing Trust
* Email
nathanandrewstein@gmail.com
Which position are you applying for?
Economic Vitality Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
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?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
As a young professional, a renter, and the Executive Director of an organization deeply invested in the future of this community, specifically at the intersection of housing and
economic opportunity. I am eager to learn, engage with, and support the City's efforts to build a Bozeman where everyone can thrive. We need to be learning from,
partnering with, and mobilizing our business community towards solutions to the challenges we're facing, and I'd love the opportunity to be a part of that work.
* The City of Bozeman strongly values diversity, equity and inclusion (DEI). Describe any efforts you have engaged in to expand your understanding of
DEI.
DEIJ work has been a deeply rewarding growth area for me over the last years. A big part of my worldview is informed by the fact that I am incredibly privileged in many
ways, and I think I have a responsibility to use my position to make things better for other people. When thinking about economic development, it's vital to understand
structural and historic inequities, strive to correct them, and ensure that prosperity is shared with BIPOC communities that have too often been excluded.
Page | 1 348
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Carson Taylor
* Phone
(406) 579-7423
* Email
carsongtaylor@gmail.com
* Reference #2 Full Name
Stephanie McDowell
* Phone
(406) 548-4248
* Email
smcdowell@bridgercare.org
* 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 notified by Kelly Pohl of a number of board vacancies.
Is there any other information that you feel we need to know?
I work with City Staff in my day job and deeply value those partnerships -- I want to note here that I trust them and sitting board members completely to fill these vacancies
in the way that best serves the community, and I'll support their appointment decisions 100%, even if I'm not selected! Thank you all for all you do. -Nathan
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 349
Memorandum
REPORT TO:City Commission
FROM:Alex Newby, Deputy City Clerk
Mike Maas, City Clerk
Chris Saunders, Community Development Manager
SUBJECT:Appointment to the Community Development Advisory Board
MEETING DATE:December 17, 2024
AGENDA ITEM TYPE:Citizen Advisory Board/Commission
RECOMMENDATION:Consider the Motion: I move to appoint up to four at-large members to the
Community Development Board for terms ending December 31, 2027.
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 Community Development Board has four positions available due to a
combination of vacancy and the expiration of terms. The new terms will
expire on December 31, 2027. The four at-large positions are Mayoral
appointments.
The City Clerks' Office posted the notice of positions online and ran a legal
ad in the Bozeman Daily Chronicle. Applications were open and accepted
until November 8, 2023. Six applications were received.
UNRESOLVED ISSUES:None
ALTERNATIVES:As determined by the Commission.
FISCAL EFFECTS:None
Attachments:
01-20-23 - CAB Applications - Jason Delmue.pdf
09-11-24 - CAB Applications - Michael Stone.pdf
09-19-24 - CAB Applications - Kate Richter Green.pdf
10-16-24 - CAB Applications - Andrew Webster.pdf
11-19-24 - CAB Applications - Mark Egge.pdf
11-27-24 - CAB Applications - Lessa Millard.pdf
Report compiled on: December 2, 2024
350
From:City of Bozeman, MT
To:Agenda
Subject:*NEW SUBMISSION* Citizen Advisory Board Application
Date:Friday, January 20, 2023 4:46:57 PM
Citizen Advisory Board Application
Submission #:2198294
IP Address:98.127.252.86
Submission Date:01/20/2023 4:46
Survey Time:22 minutes, 45 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
Jason Delmue
Residential Address
18 E. Peach St.
Bozeman, MT 59715
Primary Phone
4066002896
Additional Phone
Current Occupation
small-scale, compatible infill development Downtown
Employer
My Bad Self
Email
delmue@yahoo.com
Which position are you applying for?
Community Development Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
How long have you lived in the Bozeman Area?
11 years or more
Have you ever served on a City or County Board or Commission?
Yes
351
Where, how long, and what Board?
Bozeman Area Bicycle Advisory Board from 2006 to when the advisory boards were reorganized, at which time I was
the President of BABAB.
Please describe your professional and personal experiences, interest, and qualifications that make you a good fit
for this board.
Keenly interested in sustainable growth and local governance and have been following the City's several plans and
code updates as well as the proceedings of the Community Development Dept and Commission. Professional
education in accounting, then law. Professional experience in reading and applying statutory/code regimes. Personal
experience in compatible infill development Downtown, from planning through construction and site maintenance.
Versed in the pressures of growth and the trade-offs.
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 am generally familiar with DEI in our community, most regularly in the City and School District's efforts to promote
DEI (and, in the case of the schools, the complimentary SEL). Specifically regarding the City of Bozeman's efforts, I
read the policy review Bozeman as an Inclusive City, watched the Fall 2021 Roundtable on Equity and Inclusion, and
read the quarterly Inclusive City Reports as well as saw some of the presentations to the Commission. I will continue
to pay attention to this.
References
Read-Only Content
Reference #1 Full Name
Rob Pertzborn
Phone
4065828988
Email
rpertzborn@intrinsikarchitecture.com
Section Break
Reference #2 Full Name
Taylor Lonsdale
Phone
4065822286
Email
tlonsdale@bozeman.net
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?
From following the City Commission and the Community Development Advisory Board
Is there any other information that you feel we need to know?
I have a track record of prioritizing community benefit over personal interest. One example was pursuing bike lanes
on Peach Street, on which my house fronts. Working with others on BABAB and Rob Pertzborn, we measured the
street sections block by block to determine how bike lanes could fit. The solution was to remove parking on the
south side of Peach (my side) and have only a bike lane. Doing so reduced the development potential of my own
property (as well as removed the street parking).
352
Read-Only Content
Thank you,
City Of Bozeman
This is an automated message generated by Granicus. Please do not reply directly to this email.
353
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Michael Stone
* Residential Address
621 N 17th Ave
Bozeman MT 59715
* Primary Phone
(406) 945-1323
* Current Occupation
Software Engineer
* Employer
Trinity Technology Group, Inc.
* Email
mfstone11235@gmail.com
Which position are you applying for?
Community Development Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
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?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I have 10+ of experience in GIS in Montana and a robust understanding of Montana's geography. I have worked as a planner for Cascade County, MT and led the process
for revising their county-wide zoning regulations and growth policy assessment during my tenure. As the GIS Manager for Gallatin County, I created the county's first road
naming and addressing standards and policies. I have extensive experience in community development from these professional experiences as well as personal pursuits.
* 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 have actively engaged in expanding my understanding of DEI through various channels. This includes professional work in fair housing and equity, reading literature about
systemic inequality, and facilitating community discussions that foster inclusivity. I also regularly reflect on my own experiences and biases, seeking feedback to improve.
These efforts help me advocate for equity and create inclusive environments in both personal and professional settings.
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References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Eric Semerad
* Phone
(406) 582-3050
* Email
eric.semerad@gallatin.mt.gov
* Reference #2 Full Name
Sean O'Callaghan
* Phone
(406) 582-3130
* Email
ean.ocallaghan@gallatin.mt.gov
* 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?
City website
Is there any other information that you feel we need to know?
I am a landlord but not for property in Gallatin County.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 355
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Kate Richter Green
* Residential Address
4624 McCafferty St.
Bozeman MT 59718-5708
* Primary Phone
(310) 699-4645
* Current Occupation
Vice President Current Programming
* Employer
BeAlive Studios
* Email
kate.richter@gmail.com
Which position are you applying for?
Community Development Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
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?
**SKIPPED**
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I am a fourth-generation Montanan (now raising a fifth gen here!) and a graduate of Montana State University (Go Bobcats!). I have spent the bulk of my career in
entertainment and am fortunate to have relocated back to Bozeman last Summer. Bozeman today is not the Bozeman of my college days. Many positive and many negative
changes have happened in recent years and I have a vested interest in this community and State. I would love to have a more active role in this beautiful town.
* The City of Bozeman strongly values diversity, equity and inclusion (DEI). Describe any efforts you have engaged in to expand your understanding of
DEI.
Growing up in Billings I was surrounded by diversity. My mother was a teacher in low-poverty schools and my father was a prosecuting attorney. From a young age they
opened my eyes to the issues that can affect people - based on socio economic disparity or other factors - and stressed the importance of helping others if you are
fortunate enough to afford to volunteer time or resources. Not only do I try to engage in my community but I am now including my daughters in my efforts.
Page | 1 356
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Amanda Schultz
* Phone
(406) 581-0881
* Email
amanda.schultz@gmail.com
* Reference #2 Full Name
Liz Reeve
* Phone
(310) 745-9487
* Email
lizsreeve@icloud.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?
Montana Festival
Is there any other information that you feel we need to know?
Though I have not served on a City Board, I have served on many boards and volunteer. I was on the Board for MCFTA in Midland, Michigan for 5 years and volunteered at
the local shelter as well as for various local events. Currently, I work with Haven here in Bozeman, am team Manager for my daughter's hockey team, and am very involved
in their sports and academics. I also LOVE being back in Bozeman and love hiking, yoga, and DJ'ing youth hockey games.
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 357
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Andrew Webster
* Residential Address
880 North 15th Avenue
Bozeman MT 59715
* Primary Phone
(651) 380-9011
* Current Occupation
Retired from a career in International Marketing
* Employer
None
* Email
andrew59715@gmail.com
Which position are you applying for?
Community Development Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
How long have you lived in the Bozeman Area?
11 years or more
* Have you ever served on a City or County Board or Commission?
Yes
Where, how long, and what Board?
To many to list here.
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I've served on multiple city and nonprofit boards since the 1990's, including Planning Commission Chair.
* 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 served as a Peace Corps volunteer in the 1980's, before the term was invented.
References
Please provide name, phone, and email contact information for two references.
Page | 1 358
* Reference #1 Full Name
Kathy Webster
* Phone
(406) 581-7632
* Email
andrew59715@gmail.com
* Reference #2 Full Name
Dr. Justin Eisel
* Phone
(218) 428-4301
* Email
andrew59715@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?
It was suggested I apply for it by several community members
Is there any other information that you feel we need to know?
**SKIPPED**
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 359
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Mark Egge
* Residential Address
1548 S Grand Ave
Bozeman MT 59715
* Primary Phone
(406) 548-4488
* Current Occupation
Transportation Planner
* Employer
High Street Consulting Group
* Email
mark@eateggs.com
Which position are you applying for?
**SKIPPED**
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
Yes
How long have you lived in the Bozeman Area?
11 years or more
* Have you ever served on a City or County Board or Commission?
Yes
Where, how long, and what Board?
Bozeman Parking Commission (2017 – 2021), outgoing chair; Bozeman Planning Board (2019 – 2021), member; Streamline UTD Board (2020 – Present), chair. Community
Development Board (Jan. 2024 – Present)
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
I am a planning professional (focused on statewide transportation planning) and an AICP Certified Planner. I have been an active participant in statewide policy
conversations about housing development and affordability, including as a member of the Governor’s Housing Task Force (and subtask co-lead for the Task Force’s first and
third report). I’m a subject matter expert on transportation planning and the interrelationship between land use planning and multimodal transportation systems.
* The City of Bozeman strongly values diversity, equity and inclusion (DEI). Describe any efforts you have engaged in to expand your understanding of
DEI.
Equity is central to my work in transportation planning, where we ask not just what the best projects are, but also who benefits from those investments. For instance, in the
coming weeks, the Bureau of Transportation Statistics will release a new Transportation Insecurity Analysis Tool and dataset. I led the development of the tool, which
supports analysis of transportation and housing costs and analysis of equity in the transportation system in terms of safety and access to daily destinations.
Page | 1 360
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Randy Carpenter
* Phone
(406) 582-8937
* Email
randy2029@gmail.com
* Reference #2 Full Name
Cathy Costakis
* Phone
(406) 581-8650
* Email
costakisce@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?
Current Member
Is there any other information that you feel we need to know?
Application to the Community Development Board
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 361
WELCOME
Thank you for your interest in joining a City Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the
decision-making process and encourage all interested members of our community to apply. As set forth in Resolution 5323, the City is committed to building Boards that
advance the City’s goals of increasing diversity, equity, and inclusion. Because of this goal, the City is actively working to achieve membership that reflects, at the least, the
demographics of our community. Women, minorities, individuals with disabilities, veterans, and other underrepresented groups are encouraged to apply.
CONTACT INFORMATION
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
The City will need to communicate with all board members via email for a number of annual communications, so a valid email address is required for all applicants. Please
notify the City Clerks' Office if your email address changes for any reason.
Please note that your application will become public information. All required fields are marked with a red asterisk *.
STANDARDS OF CONDUCT
Each official and employee serving on a multimember agency is expected to devote the time and effort necessary to ensure the successful functioning of such agency
(Bozeman Municipal Code, Section 2.03.490.C.). Additional standards of conduct and norms are included in Resolution 5323 and Ordinance 2157.
Applicant Information
* Full Name
Lessa Millard
* Residential Address
614 S Ferguson Ave Ste 3
BOZEMAN Montana 59718
* Primary Phone
(406) 581-5599
* Current Occupation
Principal Landscape Architect
* Employer
inContour, Landscape Archtiecture
* Email
lessa@incontour.com
Which position are you applying for?
Community Development Board
Do you live in City Limits? (Some positions do require you live within Bozeman city limits, while others do not.)
No
How long have you lived in the Bozeman Area?
11 years or more
* Have you ever served on a City or County Board or Commission?
Yes
Where, how long, and what Board?
Tree Board, 4 years; Design Review Board 4 years
* Please describe your professional and personal experiences, interest, and qualifications that make you a good fit for this board.
With over 20 years in landscape architecture and as a Bozeman native, I bring a deep understanding of the city’s development needs. My four years on both the Tree Board
and Design Review Board have given me valuable insight into how City Boards function and contribute to Bozeman’s growth. Currently not serving on any other boards, I
have the time and commitment to dedicate to the Community Development Board. I’m passionate about responsible growth while preserving our identity.
* The City of Bozeman strongly values diversity, equity and inclusion (DEI). Describe any efforts you have engaged in to expand your understanding of
DEI.
As a woman in a traditionally male-dominated field, I’ve gained valuable insight into the challenges surrounding diversity, equity, and inclusion, including barriers that can
affect minority-owned businesses. I’ve deepened my understanding of DEI through workshops on inclusive design and community engagement. As a landscape architect, I
prioritize accessibility, cultural representation, and equitable access, striving to foster inclusivity in every aspect of my work and community involvement.
Page | 1 362
References
Please provide name, phone, and email contact information for two references.
* Reference #1 Full Name
Jami Lorenz
* Phone
(406) 207-7392
* Email
jamilorenz@gmail.com
* Reference #2 Full Name
Scott Bechtle
* Phone
(406) 599-1742
* Email
scottb@bechtlearchitects.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?
City Board Webpage
Is there any other information that you feel we need to know?
Thank you for your consideration. I look forward to potentially serving on this important City Board!
If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator, Max Ziegler, at 406.582.2439.
Please note that for most City Boards, materials are distributed electronically for each meeting.
Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which
are electronically archived and available to the public.
Page | 2 363