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Home My WebLink About10-20-25 - Community Development Board - Agendas & Packet MaterialsA. Call to Order - 6:00 pm B. Disclosures C. Changes to the Agenda D. Public Service Announcements E. Approval of Minutes E.1 Approval of Minutes(Ruffalo) F. Consent Items F.1 Review and Recommendation Regarding the Impact Fee Capital Improvement Plan for Fiscal THE COMMUNITY DEVELOPMENT BOARD OF BOZEMAN, MONTANA CDB AGENDA Monday, October 20, 2025 General information about the Community Development Board is available in our Laserfiche repository. If you are interested in commenting in writing on items on the agenda please send an email to comments@bozeman.net or by visiting the Public Comment Page prior to 12:00pm on the day of the meeting. At the direction of the City Commission, anonymous public comments are not distributed to the Board or staff. Public comments will also be accepted in-person and through video conference during the appropriate agenda items. As always, the meeting will be streamed through the Commission's video page and available in the City on cable channel 190. For more information please contact Chris Saunders, csaunders@bozeman.net This meeting will be held both in-person and also using an online video conferencing system. You can join this meeting: Via Video Conference: Click the Register link, enter the required information, and click submit. Click Join Now to enter the meeting. Via Phone: This is for listening only if you cannot watch the stream, channel 190, or attend in- person United States Toll +1 346 248 7799 Access code: 954 6079 2484 Approve 1 Years 2027-2031 for Water, Wastewater, Transportation, and Fire/EMS Impact Fees(Saunders) G. Special Presentations H. Action Items H.1 Work Session in Preparation for Upcoming Public Hearings and Review Process of the Unified Development Code Update, application 21381(Saunders) I. Public Comments on Non-agenda Items Falling within the Purview and Jurisdiction of the Board J. FYI/Discussions J.1 Upcoming Items for the November 3, 2025, Community Development Board Meeting(Saunders) K. Adjournment This is the time to comment on any non-agenda matter falling within the scope of the Community Development Board. 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 Community Development Board cannot take action on any item which does not appear on the agenda. All persons addressing the Community Development Board 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. General public comments to the Board can be found in their Laserfiche repository folder. This board generally meets the first and third Monday of the month from 6:00 pm to 8:00 pm. City Board 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. 2 Memorandum REPORT TO:Community Development Board FROM:Trenton Ruffalo SUBJECT:Approval of Minutes MEETING DATE:October 20, 2025 AGENDA ITEM TYPE:Minutes RECOMMENDATION:Approve STRATEGIC PLAN:1.1 Outreach: Continue to strengthen and innovate in how we deliver information to the community and our partners. BACKGROUND:None UNRESOLVED ISSUES:None ALTERNATIVES:Approve with corrections FISCAL EFFECTS:None Attachments: 100625 CDB Minutes.pdf Report compiled on: October 16, 2025 3 Bozeman Community Development Board Meeting Minutes, October 6, 2025 Page 1 of 4 THE COMMUNITY DEVELOPMENT BOARD MEETING OF BOZEMAN, MONTANA MINUTES OCTOBER 6, 2025 General information about the Community Development Board is available in our Laserfiche repository. A) 00:06:24 Call to Order - 6:00 pm Present: Jennifer Madgic, Ben Lloyd, Hap Happel, Chris Egnatz, Jason Delmue Absent: None Excused: Mark Egge, Courtney Johnson B) 00:07:03 Disclosures C) 00:07:10 Changes to the Agenda D) 00:07:14 Approval of Minutes D.1 Approval of Minutes. 090825 CDB Minutes.pdf 00:07:32 Motion to approve Hap Happel: Motion Jennifer Madgic: 2nd 00:07:58 Vote on the Motion to approve The Motion carried 5 - 0. Approve: Jennifer Madgic Ben Lloyd Hap Happel Chris Egnatz Jason Delmue 4 Bozeman Community Development Board Meeting Minutes, October 6, 2025 Page 2 of 4 Disapprove: None E) 00:08:03 Consent Items E.1 00:08:07 SRX II Subsequent Minor Subdivision Preliminary Plat application to further subdivide 5 lots in Minor Subdivision 494 to create 3 buildable lots, 1 restricted development lot, and road right-of-way extensions. The subdivision is proposed on 35.06 acres and is zoned B-2M (Community Business District Mixed) and REMU (Residential Emphasis Mixed use). Generally located northeast of the corner of West Graf Street and South 19th Avenue, Application 24112 (Quasi-Judicial) 24112 Staff Report.pdf 00:09:22 Motion to approve 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 24112 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. Hap Happel: Motion Jennifer Madgic: 2nd 00:10:11 Daniel Garber responds to Board's questions 00:12:13 Vote on the Motion to approve 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 24112 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. The Motion carried 5 - 0. Approve: Jennifer Madgic Ben Lloyd Hap Happel Chris Egnatz Jason Delmue Disapprove: None E.2 00:12:33 Hidden Creek Minor Subdivision Preliminary Plat application to subdivide one lot into four lots for civic and residential uses. The subdivision is proposed on a 9.82 acre tract and is zoned R-4 (Residential High Density District). Currently 5 Bozeman Community Development Board Meeting Minutes, October 6, 2025 Page 3 of 4 addressed at 1221 West Durston Road, the purpose of this subdivision application is to facilitate a future affordable housing development on the northern portion of the County owned tract. Application 24533 (Quasi-Judicial) 24533 Staff Report.pdf 00:13:44 Motion to approve 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 24533 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. Hap Happel: Motion Jennifer Madgic: 2nd 00:14:00 Daniel Garber reponds to Board's questions 00:15:42 Cordell Poole answers the Board's questions. 00:21:33 Vote on the Motion to approve 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 24533 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. The Motion carried 4 - 1. Approve: Jennifer Madgic Ben Lloyd Hap Happel Jason Delmue Disapprove: Chris Egnatz F) 00:22:07 Action Items F.1 00:22:13 Bozeman Community Plan Technical Compliance Update Public Hearing to Consider an Updated Text and Future Land Use Map for the Bozeman Community Plan to Conform to State Law Changes and Update Data and Document References, Application 23333 23333 BCPTCU CDB Staff Report 10-1-2025.pdf 23333 BCPTCU Recommended Revisions 9-30-2025.pdf 00:22:27 Chris Saunders presents to the board 01:09:57 Motion to adopt Having reviewed and considered the submitted materials, public comment, and all information presented, I hereby move to adopt the findings presented in the staff report and 6 Bozeman Community Development Board Meeting Minutes, October 6, 2025 Page 4 of 4 recommend the City Commission approve the Bozeman Community Plan Technical Compliance Update document and map with revisions as recommended by staff, application 23333. Hap Happel: Motion Jennifer Madgic: 2nd 01:18:00 Vote on the Motion to adopt Having reviewed and considered the submitted materials, public comment, and all information presented, I hereby move to adopt the findings presented in the staff report and recommend the City Commission approve the Bozeman Community Plan Technical Compliance Update document and map with revisions as recommended by staff, application 23333. The Motion carried 5 - 0. Approve: Jennifer Madgic Ben Lloyd Hap Happel Chris Egnatz Jason Delmue Disapprove: None G) 01:18:17 Public Comments on Non-agenda Items Falling within the Purview and Jurisdiction of the Board H) 01:18:58 FYI/Discussions H.1 01:19:02 Upcoming Items for the Oct 20, 2025, Community Development Board Meeting I) 01:33:03 Adjournment This board generally meets the first and third Monday of the month from 6:00 pm to 8:00 pm. 7 Memorandum REPORT TO:Community Development Board FROM:Kaitlin Johnson, Budget Manager Chris Saunders, Community Development Manager Erin George, Community Development Director SUBJECT:Review and Recommendation Regarding the Impact Fee Capital Improvement Plan for Fiscal Years 2027-2031 for Water, Wastewater, Transportation, and Fire/EMS Impact Fees MEETING DATE:October 20, 2025 AGENDA ITEM TYPE:Plan/Report/Study RECOMMENDATION:Recommend approval of the proposed capital improvement plan for impact fees. 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:The State of Montana authorizes municipalities to require payment of impact fees by development to help offset the costs of capital service expansion needed by the new development. Standards for fee calculations are established and the types of fees charged are limited to those authorized by the State. The City applies impact fees for four service types: water, wastewater, transportation, and Fire/Emergency Medical Services. One of the state requirements is the preparation of a capital improvement plan (CIP) that directs the expenditure of the fees. The state also requires an advisory committee to review and make recommendations regarding impact fees which also includes recommendations on the CIP. The City Commission has designated the Community Development Board as the impact fee advisory committee. The City's charter requires the CIP to be reviewed annually, and to be presented to the City Commission not later than December 15th of each calendar year. The Finance Department has worked with the other relevant departments to prepare an updated CIP for consideration by the Board prior to being presented to the City Commission. The staff has reviewed the infrastructure planning documents, purposes of impact fees, available and expected funding, identified appropriate projects that will expand service capacity to support new development, identified estimated costs for individual projects, and prepared an fee specific list of projects. The CIP identifies the year(s) of 8 work scheduled and amount expected for each project. The annual review of the CIP enables the estimated costs to be refined as project design proceeds. The CIP coordinates total funding across the entire City financial system. Many projects are funded by multiple sources of revenue and the CIP describes those interrelationships. The draft document is attached to this cover memo. All four of the fees are included within the attached document. The CIP does not authorize construction. It is a financial planning tool. Before beginning construction, the City must finalize engineering design and plans, budget for expenditure of funds, follow the state required notice and bidding process or other applicable procurement requirements, and have contracts approved by the City Commission. No public hearing is required for review of the CIP by the advisory board. UNRESOLVED ISSUES:No unresolved issues are known at this time. ALTERNATIVES:As identified in discussion by the City Commission. FISCAL EFFECTS:No funds are expended by this action. The CIP assists the City administration in preparing the annual budget. Attachments: Draft Proposed FY27-31 CIP_Impact Fee Funds.pdf Report compiled on: October 16, 2025 9 Draft FY27-31 Proposed Capital Improvement Plan Impact Fee Funds Table of Contents CIP Criteria Tables - Estimate Class & Operating Impact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Street Impact Fee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Wastewater Impact Fee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13 Water Impact Fee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 1 10 Page Intentionally Left Blank Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 2 11 CIP Criteria Tables - Estimate Class & Operating Impact Cost estimates are evaluated based on the following definitions and criteria: Estimate Class Purpose Project Definition Level Expressed as % of completion Cost Estimate Range Typical variation in high & low range Class 5 Concept or Feasibility 0% to 2%+ 100% / -50% Class 4 Preliminary Engineering 1% to 15%+ 50% / -30% Class 3 Semi-Detailed (30%-60% Design)10% to 40%+ 30% / -20% Class 2 Detailed (60%-100% Design)30% to 75%+ 20% / -15% Class 1 Final (100% Design/Bid Opening)65% to 100%+ 10% / -10% N/A Not Applicable Estimated annual impact on operating costs to maintain the facilities are evaluated based on the following definitions and criteria: Impact Definition Positive The project will result in annual operating cost savings or generate additional revenue. None The project will not result in additional annual operating expenditures. Negligible The project will increase annual operating expenditures by less than $10k. Minimal The project will increase annual operating expenditures by more than $10k but less than $50k. Moderate The project will increase annual operating expenditures by more than $50k but less than $100k. High The project will increase annual operating expenditures by more than $100k. Unknown The impacts of the project are unknown at this time. Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 3 12 Page Intentionally Left Blank Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 4 13 Street Impact Fee Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 5 14 Scheduled Projects for Street Impact Fee Fund Page Number Project Code Project Name FY27 FY28 FY29 FY30 FY31 5-Year Total 9 SIF191 Stucky: 19th to Fowler $ 3,225,600 $ 3,509,600 $ — $ — $ — $ 6,735,200 10 SIF114 Fowler Avenue Connection: Huffine to Oak 2,289,900 — — — — 2,289,900 11 SIF159 Oak: 27th to 19th Widening — — 3,250,000 — — 3,250,000 12 SIF164 S 3rd: Kagy to Graf — — — 1,768,000 8,800,000 10,568,000 Total $ 5,515,500 $ 3,509,600 $ 3,250,000 $ 1,768,000 $ 8,800,000 $ 22,843,100 Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 6 15 Unscheduled Projects for Street Impact Fee Fund SIF193 Fowler: Cattail to E Valley Center $ 12,958,500 This project will complete construction of this section of Fowler to City standards with curb and gutter as well as sidewalks/pathways and street lighting. This project is identified in the 2017 Transportation Master Plan as MSN-11. This project is unscheduled due to lack of funding. SIF149 Babcock: 11th to 15th 3,531,200 This project will improve Babcock from 11th to 15th. This project increases capacity directly with the incorporation of a left turn lane, bike lanes, and sidewalks. A payback district or Special Improvement District may be created to leverage other stakeholders. Design is planned to align with design work on the Babcock project between 15th-19th. Right-of-way acquisition and construction have been unscheduled due to funding constraints. This project is identified in the 2017 Transportation Master Plan as CMSN-9 and is unscheduled in order to consider a right-sized scope and prioritize higher needs within the fund. SIF156 Highland/Kagy Intersection Improvement 3,260,000 This project will upgrade the intersection of Highland and Kagy. An Intersection Control Evaluation will be performed in the pre-design phase to determine feasibility of roundabout intersection control. This project is identified in the 2017 Transportation Master Plan as TSM-24 and is unscheduled due to lack of funding. SIF192 Fowler: Baxter to Cattail 2,300,000 This project will complete construction of this section of Fowler to City standards with curb and gutter as well as sidewalks/pathways and street lighting. This project is identified in the 2017 Transportation Master Plan as MSN-11 and is unscheduled due to lack of funding. SIF190 N 15th: Tschache to Baxter 1,222,500 This project will construct N 15th Avenue from the intersection with Tschache Street to the intersection with Baxter Lane to a three-lane urban collector standard. This project is identified in the 2017 Transportation Master Plan as MSN-4 and is unscheduled due to lack of funding. Total $ 23,272,200 Project Code Project Name Amount Description Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 7 16 Map of Street Impact Fee Fund Infrastructure Projects Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 8 17 Stucky: 19th to Fowler (SIF191) FUND DEPARTMENT PROJECT TYPE Street Impact Fee Streets Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Negligible Class 5 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 6,735,200 TOTAL SCHEDULED PROJECT COST $ 6,735,200 STRATEGIC PLAN 4.3 Strategic Infrastructure Choices DESCRIPTION OF PROJECT This project will complete construction of Stucky Road to a City collector standard with curb and gutter as well as sidewalks/pathways and street lighting. Improvements to the signal at S 19th will be included as necessary along with widening S 19th immediately south of 19th/Stucky to complete the necessary additional traffic lane on 19th adjacent to the existing church. This project is identified in the 2017 Transportation Master Plan as MSN-16. Engineering: $2,060,600 | Right of Way: $1,500,000 | Construction: $5,849,300 | Utilities: water utility included in water fund otherwise incidental to project . CONSEQUENCES OF DELAYING PROJECT This project will support the higher capacity of vehicles, bicycles, and pedestrians anticipated due to substantial development immediately south of Stucky Road. Delaying the project could compromise safety and level of service to the community. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Street Impact Fee $ — $ 3,225,600 $ 3,509,600 $ — $ — $ — Arterial & Collector District $ — $ 405,000 $ 2,339,700 $ — $ — $ — Total $ — $ 3,630,600 $ 5,849,300 $ — $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 9 18 Fowler Avenue Connection: Huffine to Oak (SIF114) FUND DEPARTMENT PROJECT TYPE Street Impact Fee Streets Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Moderate Class 2 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 2,289,900 TOTAL SCHEDULED PROJECT COST $ 2,289,900 STRATEGIC PLAN 4.3 Strategic Infrastructure Choices DESCRIPTION OF PROJECT This project will complete Fowler Avenue from Huffine to Oak in four phases; North – Oak to Durston (FY25 & FY26), Middle – Durston to Babcock (FY26 & FY27), South – Babcock to Huffine (FY28), Intersection of Huffine and Fowler (Unscheduled). Project scope approved by Bozeman City Commission includes one travel lane in each direction, shared-use paths, traffic signalization at Babcock, and roundabout at Durston. This project is identified in the Transportation Master Plan as MSN-13 and SPOT-39. The total cost of this project including prior-year actuals and FY26 budget is anticipated to be $22,596,000. Design is now at 90%. Engineering: funded in prior fiscal years | Utilities: Sewer installation included in Wastewater Impact Fee fund | Right of Way: $8,165,000 | Construction: $14,431,000. CONSEQUENCES OF DELAYING PROJECT Delaying project will result in significant traffic on surrounding streets which is expected to continue to increase over the next five years. CHANGES FROM PRIOR CIP Costs have been updated to reflect 60% design cost estimate. FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Street Impact Fee $ 9,551,800 $ 2,289,900 $ — $ — $ — $ — Arterial & Collector District $ 401,700 $ 1,327,900 $ 3,771,500 $ — $ — $ — Total $ 9,953,500 $ 3,617,800 $ 3,771,500 $ — $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 10 19 Oak: 27th to 19th Widening (SIF159) FUND DEPARTMENT PROJECT TYPE Street Impact Fee Streets Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Negligible Class 5 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 3,250,000 TOTAL SCHEDULED PROJECT COST $ 3,250,000 STRATEGIC PLAN 4.3 Strategic Infrastructure Choices DESCRIPTION OF PROJECT This project will widen Oak St to a five-lane configuration that better aligns with the adjacent sections of Oak St. It includes an eastbound lane reconfiguration and signal upgrade at N 19th. These improvements will increase the intersection's capacity by matching the lane configuration established in the 2016 Oak St 15th to 19th project. The project will also address multimodal considerations by adding a shared-use path to this corner of the intersection. It is identified in the 2017 Transportation Master Plan as TSM-16 and MSN-9. CONSEQUENCES OF DELAYING PROJECT Increased delays and reduced level-of-service at the intersection as growth continues to add demand. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Street Impact Fee $ — $ — $ — $ 3,250,000 $ — $ — Arterial & Collector District $ — $ — $ — $ 1,000,000 $ — $ — Total $ — $ — $ — $ 4,250,000 $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 11 20 S 3rd: Kagy to Graf (SIF164) FUND DEPARTMENT PROJECT TYPE Street Impact Fee Streets Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Negligible Class 5 FUNDING SOURCE(S)AMOUNT Grant(s) & Impact Fee Revenue $ 10,568,000 TOTAL SCHEDULED PROJECT COST $ 10,568,000 STRATEGIC PLAN 4.3 Strategic Infrastructure Choices DESCRIPTION OF PROJECT This project consists of reconstructing S 3rd from Graf to Kagy with a 2-lane urban arterial roadway. Project scope includes one travel lane in each direction, sidewalks or shared-use path on each side, curb and gutter, and street lighting. This project also includes intersection improvements to address operational improvements for multimodal traffic. An Intersection Control Evaluation will be performed in the pre- design phase to determine feasibility of roundabout intersection control. This project is identified in the 2017 Transportation Master Plan as MSN-3 and SPOT-36. The project is anticipated to be selected by City Commission for prioritization of Urban Route funding following College: 11th to 19th. If not selected for Urban Route funding, the project will be delayed. Engineering: $1,768,000 | Construction: $8,800,000 CONSEQUENCES OF DELAYING PROJECT Delays will prolong pedestrian safety challenges and allow pavement to deteriorate further. CHANGES FROM PRIOR CIP Moved from unscheduled as the project is anticipated to be prioritized and receive full funding via Urban Route. FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Street Impact Fee $ — $ — $ — $ — $ 1,768,000 $ 8,800,000 Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 12 21 Wastewater Impact Fee Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 13 22 Scheduled Projects for Wastewater Impact Fee Fund Page Number Project Code Project Name FY27 FY28 FY29 FY30 FY31 5-Year Total 18 WW138 MSU Interceptor $ 2,318,000 $ — $ — $ — $ — $ 2,318,000 19 WW129 WRF Phase 1 Upgrades 1,800,000 — — — — 1,800,000 20 WWIF63 Gooch Hill Lift Station 1,625,000 9,464,500 — — — 11,089,500 21 WWIF20 N. Frontage Interceptor 830,000 — 4,891,600 — — 5,721,600 22 WWIF99 Wastewater Development Oversizing 200,000 500,000 400,000 400,000 750,000 2,250,000 23 WW139 4th Avenue, Babcock Street and Grand Avenue Sewer Main Replacement 39,200 231,100 — — — 270,300 24 WWIF44 Water Reclamation Facility (WRF) Interceptor — 231,600 1,365,100 — — 1,596,700 25 WW140 North 9th Avenue, West Villard Street, and South 9th Avenue Sewer Main Replacement — 48,000 282,700 — — 330,700 26 WWIF53 Cottonwood Road Sewer Capacity — — 327,000 2,022,000 — 2,349,000 Total $ 6,812,200 $ 10,475,200 $ 7,266,400 $ 2,422,000 $ 750,000 $ 27,725,800 Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 14 23 Unscheduled Projects for Wastewater Impact Fee Fund WW131 Water Reclamation Facility (WRF) Base Hydraulic Phase 2 $ 16,220,000 This project will implement hydraulic capacity improvements for the existing treatment processes employed at the Water Reclamation Facility (WRF), which are necessary to meet the twenty-year planning horizon. These improvements will be the second and final phase of a project to upgrade the WRF average daily flow capacity to 14.6 million gallons per day (mg/d) from the current capacity of 8.5 mg/d, as identified in the 2022 WRF Facilities Plan. The 2022 WRF Facilities Plan also identifies necessary improvements to existing processes to increase the base hydraulic capacity to 14.6 mg/d. A phased approach is required, as some process elements currently have more available capacity than others. Base hydraulic capacity improvements are intended to maintain the WRF's current performance levels for treated effluents and are not designed to further reduce effluent nutrient (nitrogen and phosphorus) concentrations. Phase Two base hydraulic capacity improvements include the construction of two new secondary clarifiers, an upgrade of the existing bioreactor number one by retrofitting to a five-stage Barden Pho process, and the addition of one aeration blower. WWIF48 Hidden Valley Lift Station 7,000,000 This project will design and construct the Hidden Valley Lift Station and Force Main as well as add accommodating pumps to the Davis Lane Lift Station. Exact timing is difficult to estimate, but it is anticipated this new lift station will be needed in roughly 5-10 years as development in the northwest corner of the community continues. This project will conform to the City's 2015 Wastewater Collection Facilities Plan Update. WWIF60 Water Reclamation Facility (WRF) Screw Press No. 3 Improvement 2,730,000 This project will install new screw press number three at the Water Reclamation Facility to increase solids processing capacity. This capital improvement will also require an expansion of the solids handling building, as defined in the 2023 Water Reclamation Facilities Plan. Solids are a final waste product from the Water Reclamation Facility that are ultimately disposed at the Logan Landfill, but the solids must be processed to EPA and landfill requirements prior to disposal at the landfill. Project Code Project Name Amount Description Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 15 24 WWIF59 WRF Screw Press Upgrade 1,590,000 This project will increase solids processing capacity at the Water Reclamation Facility by replacing existing screw press number one with a new, larger capacity screw press of similar capacity as the unit installed during the 2022 solids handling expansion. This capital improvement will require an expansion of the solids handling building, as defined in the 2023 Water Reclamation Facilities Plan. Solids are a final waste product from the Water Reclamation Facility that are ultimately disposed at the Logan Landfill, but the solids must be processed to EPA and landfill requirements prior to disposal at the landfill. WWIF61 WRF Additional Peps Pump 900,000 This project entails the installation of additional primary effluent pump station (peps) at the Wastewater Reclamation Facility (WRF) to provide necessary pumping capacity to treat 14.6 million gallons per day. This improvement is outlined in the 2023 Water Reclamation Facilities Plan. WWIF62 WRF Additional Headworks Screen 820,000 A headworks screen is the first treatment step at the Wastewater Reclamation Facility (WRF), which functions to remove large materials from wastewater that is influent to the plant. This project includes installation of an additional headworks screen as loading increases. Adaptive planning necessary to determine year required per the 2023 Water Reclamation Facilities Plan. Total $ 29,260,000 Project Code Project Name Amount Description Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 16 25 Map of Wastewater Impact Fee Fund Infrastructure Projects Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 17 26 MSU Interceptor (WW138) FUND DEPARTMENT PROJECT TYPE Wastewater Impact Fee Wastewater Operations Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Positive Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 2,318,000 TOTAL SCHEDULED PROJECT COST $ 2,318,000 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT This project includes both the replacement and upsizing of approximately 10,250 feet of existing sewer main, providing the necessary improvements to increase system capacity to meet future build-out conditions while decreasing overall risk associated with the aging of critical infrastructure. A critical section of existing sewer main begins on Kagy Blvd and Hoffman Drive as ten-inch diameter asbestos concrete pipe and continues to run north through Mason, Wilson Ave, College, 4th Avenue, and finally ending on 6th Ave. Once the sewer main reaches Olive Street, the diameter increases to 18-inches in size. Portions of this existing main have been identified as high-risk given both the condition and age of the existing asset. In addition, the City’s hydraulic model has shown that several segments of main are near hydraulic capacity during wet weather modeling scenarios. The project was recommended to occur within the City’s five-year planning horizon and is in conformance with the City’s Wastewater Collection Facility Master Plan. Engineering is scheduled in FY26 and construction in FY27. CONSEQUENCES OF DELAYING PROJECT Delay would limit development immediately south of Kagy and east of 11th Ave and could result in an inability to serve new projects from MSU. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Wastewater Impact Fee $ 393,300 $ 2,318,000 $ — $ — $ — $ — Wastewater Fund $ 443,500 $ 2,613,900 $ — $ — $ — $ — Total $ 836,800 $ 4,931,900 $ — $ — $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 18 27 WRF Phase 1 Upgrades (WW129) FUND DEPARTMENT PROJECT TYPE Wastewater Impact Fee Wastewater Plant Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Moderate Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue & Rate Revenue $ 1,800,000 TOTAL SCHEDULED PROJECT COST $ 1,800,000 STRATEGIC PLAN 2.2 Infrastructure Investments DESCRIPTION OF PROJECT This project will implement hydraulic capacity improvements for the existing treatment processes employed at the Water Reclamation Facility (WRF), which are necessary to meet the twenty-year planning horizon of the facility. The targeted twenty-year hydraulic capacity is 14.6 million gallons per day (mg/d) as identified in the 2022 WRF Facilities Plan, while the existing average daily capacity is 8.5 mg/d. The 2022 WRF Facilities Plan also identifies necessary improvements to existing processes to increase the base hydraulic capacity to 14.6 mg/d as well as when these improvements are required. A phased approach is required, as some process elements currently have more available capacity than others. Base hydraulic capacity improvements are intended to maintain the WRF's current performance levels for treated effluents and are not designed to further reduce effluent nutrient (nitrogen and phosphorus) concentrations. Phase One base hydraulic capacity improvements include the construction of a fourth anaerobic digester, implementation of the InDense™ sludge densification process to enhance and optimize existing bioreactor nutrient removal, and replacement of existing solids piping restricted by struvite. CONSEQUENCES OF DELAYING PROJECT Delay would limit growth of the city until WRF capacity is increased. CHANGES FROM PRIOR CIP Added $1,800,000 to existing budget pursuant to predesign phase cost estimates for selected alternative. FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Wastewater Impact Fee $ 1,607,600 $ 1,800,000 $ — $ — $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 19 28 Gooch Hill Lift Station (WWIF63) FUND DEPARTMENT PROJECT TYPE Wastewater Impact Fee Wastewater Operations Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Moderate Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 11,089,500 TOTAL SCHEDULED PROJECT COST $ 11,089,500 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT The Gooch Hill Lift Station is defined in the City's Wastewater Collection Facilities Plan to serve the northwestern and western edge of the City. Two potential developments are looking to annex into the City; one property is 160 acres at the northwest corner of Baxter and Cottonwood and the second is approximately 430 acres north of Cottonwood and west of Harper Pucket Road. Both properties need the Gooch Hill Lift Station in order to provide sanitary sewer service to the area. Both developers will need to provide up-front capital funding in addition to potential funding from the City's impact fee program with potential reimbursement via impact fee credits. The proposed costs provide one of two phases to construct the Gooch Hill Lift Station to reduce up- front costs. The Gooch Hill Lift Station will also open sanitary sewer service to many properties along the western boundary of the City. CONSEQUENCES OF DELAYING PROJECT Delay would result in stunted growth within the service area of the Gooch Hill Lift Station along the western portion of the City until sewer infrastructure is constructed to serve the area. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Wastewater Impact Fee $ 1,500,000 $ 1,625,000 $ 9,464,500 $ — $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 20 29 N. Frontage Interceptor (WWIF20) FUND DEPARTMENT PROJECT TYPE Wastewater Impact Fee Wastewater Operations Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Negligible Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 5,721,600 TOTAL SCHEDULED PROJECT COST $ 5,721,600 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT This project will either parallel or replace and upsize certain portions of the sanitary sewer along the 11,500-foot length of the existing North Frontage Road Interceptor between Springhill Road and Bridger Drive, which supports large portions of the City’s southeast and eastern sewersheds. This project will provide the necessary improvements needed to increase water system capacity to meet future build-out conditions while decreasing overall risk along the interceptor corridor. Portions of the existing interceptor have been shown to have an increased risk of failure due to the age and condition of the asset, and other segments have been identified in the City’s hydraulic model to be near hydraulic capacity during wet weather modeling scenarios. The first phase of the project is the replacement of existing parallel trunk sewer, including the upsizing of the parallel interceptor main. The second phase is the installation of a new parallel interceptor main along portions of the existing interceptor which only have a single segment of main. Lastly, the existing interceptor main that is not mitigated as part of the project will be inspected for current condition and either replaced or rehabilitated at a later date in order to fully utilize existing City assets through their life cycles. Engineering is scheduled in FY27 and construction in FY29, and the project will conform to the City’s Wastewater Collection Facility Master plan. CONSEQUENCES OF DELAYING PROJECT Delay would risk reaching capacity and limiting growth until an upgrade is completed. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Wastewater Impact Fee $ — $ 830,000 $ — $ 4,891,600 $ — $ — Wastewater Fund $ — $ 304,000 $ — $ 1,791,700 $ — $ — Total $ — $ 1,134,000 $ — $ 6,683,300 $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 21 30 Wastewater Development Oversizing (WWIF99) FUND DEPARTMENT PROJECT TYPE Wastewater Impact Fee Wastewater Operations Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Minimal Class 5 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 2,250,000 TOTAL SCHEDULED PROJECT COST $ 2,250,000 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT As developers construct their projects, the City asks that sanitary sewer mains are oversized, consistent with the City’s Wastewater Collection Facilities Master Plan. The developers are responsible for the minimum pipe size required by their development, and the City reimburses developers for oversized pipes that will accommodate future growth through the wastewater impact fee program. This is a way to proactively construct the sanitary sewer system to accommodate growth such that pipes aren’t constantly excavated and replaced with larger mains each time a new development is constructed. Pipe oversizing also serves as a public/private partnership and provides a highly cost-efficient means of building sewer mains to accommodate future growth. CONSEQUENCES OF DELAYING PROJECT Delay would result in higher future costs, as it is much more efficient to pay for pipe oversizing at initial construction than to increase the pipe size at a later date and with significant disruption to the public. CHANGES FROM PRIOR CIP Added rough estimates of oversizing costs in fiscal years 29-31. Projecting pipe oversizing costs beyond two years is challenging because development applications are not typically submitted that far in advance. FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Wastewater Impact Fee $ 70,000 $ 200,000 $ 500,000 $ 400,000 $ 400,000 $ 750,000 Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 22 31 4th Avenue, Babcock Street and Grand Avenue Sewer Main Replacement (WW139) FUND DEPARTMENT PROJECT TYPE Wastewater Impact Fee Wastewater Operations Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Positive Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 270,300 TOTAL SCHEDULED PROJECT COST $ 270,300 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT This project includes both the replacement and upsizing of approximately 1,300 feet of existing eight-inch sanitary sewer main along 4th Avenue, Babcock Street, and Grand Avenue. The project will provide the necessary improvements to increase system capacity to meet future build-out conditions while decreasing overall risk associated with aging infrastructure. This critical section of eight-inch vitrified clay pipe has been identified as high-risk given both its condition and age, and the City’s hydraulic model has shown several segments to be near hydraulic capacity during wet weather modeling scenarios. It has been identified for replacement and upsizing per the City’s Wastewater Collection Facilities Plan, and was recommended to occur within the City’s 5-year short- term planning horizon per the City’s Wastewater Collection Facility Master Plan Update. CONSEQUENCES OF DELAYING PROJECT Delay will limit development served by these pipes and could lead to sewage backups, impacting customers. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Wastewater Impact Fee $ — $ 39,200 $ 231,100 $ — $ — $ — Wastewater Fund $ — $ 69,700 $ 410,900 $ — $ — $ — Total $ — $ 108,900 $ 642,000 $ — $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 23 32 Water Reclamation Facility (WRF) Interceptor (WWIF44) FUND DEPARTMENT PROJECT TYPE Wastewater Impact Fee Wastewater Plant Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Negligible Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 1,596,700 TOTAL SCHEDULED PROJECT COST $ 1,596,700 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT This project will install approximately 1,200 feet of forty two-inch trunk main along Springhill Road from the Wastewater Reclamation Facility (WRF) to North Frontage Road, with a common hydraulic control structure to be included at the interface of the WRF and interceptor tie-in location. This project will provide necessary improvements needed to increase water system capacity to meet future build-out conditions, while decreasing overall risk. An existing thirty-inch interceptor currently supports the entire city and is the primary drainage pathway for all wastewater flow into the WRF. This interceptor has been identified in the City’s hydraulic model to be approaching the hydraulic capacity of the pipe, specifically during wet weather modeling scenarios. Engineering is scheduled in FY28 and construction in FY29, and the project will conform to the City’s Wastewater Collection Facility Master Plan Update. CONSEQUENCES OF DELAYING PROJECT Delay would limit growth in the entire community. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Wastewater Impact Fee $ — $ — $ 231,600 $ 1,365,100 $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 24 33 North 9th Avenue, West Villard Street, and South 9th Avenue Sewer Main Replacement (WW140) FUND DEPARTMENT PROJECT TYPE Wastewater Impact Fee Wastewater Operations Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Positive Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 330,700 TOTAL SCHEDULED PROJECT COST $ 330,700 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT This project includes either replacement or upsizing of approximately 3,000 feet of critical sewer main beginning on South 9th Street and continuing north through Midtown, ultimately ending at Durston Ave. The project will provide the necessary improvements to increase system capacity to meet future build-out conditions, while decreasing overall risk associated with aging critical infrastructure. The existing vitrified clay pipe has been identified as high-risk given both the condition and age of the asset, and the City’s hydraulic model has shown several segments of main to be near hydraulic capacity during wet weather modeling scenarios. The project was recommended to occur within the City’s 5-year short-term planning horizon and is in conformance with the City’s Wastewater Collection Facility Plan Update. Engineering is scheduled in FY28 and construction in FY29. CONSEQUENCES OF DELAYING PROJECT Delaying will limit development served by these pipes and could lead to potential sewage backups impacting sewer customers. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Wastewater Impact Fee $ — $ — $ 48,000 $ 282,700 $ — $ — Wastewater Fund $ — $ — $ 321,000 $ 1,891,900 $ — $ — Total $ — $ — $ 369,000 $ 2,174,600 $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 25 34 Cottonwood Road Sewer Capacity (WWIF53) FUND DEPARTMENT PROJECT TYPE Wastewater Impact Fee Wastewater Operations Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Negligible Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 2,349,000 TOTAL SCHEDULED PROJECT COST $ 2,349,000 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT This project will provide a missing link of sanitary sewer in order to allow development south of Huffine. It is identified in the Wastewater Collection Facility Plan Update. CONSEQUENCES OF DELAYING PROJECT Delay would limit growth south of Huffine in the far southwest part of the community, and a portion of the Davis-Lane Lift Station asset would be stranded. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Wastewater Impact Fee $ — $ — $ — $ 327,000 $ 2,022,000 $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 26 35 Water Impact Fee Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 27 36 Scheduled Projects for Water Impact Fee Fund Page Number Project Code Project Name FY27 FY28 FY29 FY30 FY31 5-Year Total 31 WIF32 Municipal Groundwater Public Water Supply & Mitigation System Infrastructure $ 1,000,000 $ 11,500,000 $ — $ — $ — $ 12,500,000 32 WIF99 Water Development Oversizing 720,000 305,000 400,000 655,000 500,000 2,580,000 33 WIF68 Stucky/S 27th Water Improvements 265,700 1,842,500 — — — 2,108,200 34 WIF60 West Sourdough Reservoir #1 — — 4,015,000 — — 4,015,000 35 WIF59 Western Transmission Main / New South Pressure Zone — — 1,350,000 16,400,000 — 17,750,000 36 WIF72 Sourdough Bypass Expansion — — — — 110,000 110,000 Total $ 1,985,700 $ 13,647,500 $ 5,765,000 $ 17,055,000 $ 610,000 $ 39,063,200 Unscheduled Projects for Water Impact Fee Fund WIF59 Western Transmission Main / New South Pressure Zone $ 40,000,000 This project is identified as the Western Transmission Main in the 2017 water facility plan. Funding in the five-year plan would be for Phase 1 design and construction, with subsequent phases funded outside of the five-year window totaling $40 million. Phase 1 consists of a new transmission main running on the hydraulic grade line from the Sourdough Water Treatment Plant tank to connect to the southwestern edge of the existing distribution network (S. 19th and Graf Street) to serve future anticipated growth. Project scope will be further defined with the ongoing South Pressure Zone Pre-Design and Water Treatment Plant Facility Plan project including identification of quantity and location of hydraulic controls valves to connect the new pressure zone to the existing system. WIF63 Sourdough Membrane WTP Expansion 28,840,000 This project consists of a new construction project to increase the capacity of the Sourdough Water Treatment Plant to 36 million-gallons-per-day. The original plant was constructed to a capacity of 22 million-gallons-per-day, with features that allow for expansion of the plant. The need for this expansion project will be determined by future availability of water rights and other water supply projects that may offset demand at the facility. Project Code Project Name Amount Description Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 28 37 WIF60 West Sourdough Reservoir #1 7,200,000 This project is identified as 5125 West Sourdough Reservoir 1 within the City's water facility plan and consists of planning, design, and construction of a new five-million-gallon, gravity-fed ground storage reservoir to the south/southwest of the city, which would tie into the west water transmission main - phase 1 (WIF59) and serve the existing City water distribution system. This project is identified as the next priority in the City's Water Facility Master Plan. Budget in FY29 is for planning and design. Budget for construction totals $7.2 million and is currently budgeted in unscheduled. WIF72 Sourdough Bypass Expansion 1,250,000 The sourdough bypass flow control building is a hydraulic limitation in delivering water to the city given the existing transmission main configurations. This project will expand the hydraulic capacity of the bypass piping and flow control valve. This project is needed to meet 2031 projected water demands, as determined by the Water Treatment Plant (WTP) Facility Plan. Design is scheduled to be completed in FY31, with construction currently unscheduled but planned for FY32. WIF71 Sourdough Transmission Main Phase 4 - Nash and Sourdough Highspot 1,100,000 The project will eliminate a high spot on the existing thirty-inch CCP main near the corner of Nash and Sourdough Road by replacing and lowering approximately 1000 linear feet of the main, which limits the delivery of water from the Water Treatment Plant (WTP) to the city. The project will need to be completed prior to the maximum day demand exceeding 17.6 MGD from the Sourdough WTP. WIF66 Davis Lane Water Improvement 240,000 This project consists of design and construction of a new 16-inch water main in Davis Lane from Baxter Lane to Cattail Street per recommendations in the 2015 Water Facility Plan (FP_1484). Given development occurring in the area, the water main defined in the Facility Plan may be needed to support additional fire flow protection. Total $ 78,630,000 Project Code Project Name Amount Description Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 29 38 Map of Water Impact Fee Fund Infrastructure Projects Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 30 39 Municipal Groundwater Public Water Supply & Mitigation System Infrastructure (WIF32) FUND DEPARTMENT PROJECT TYPE Water Impact Fee Water Plant Infrastructure OPERATING IMPACT COST ESTIMATE CLASS High Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 12,500,000 TOTAL SCHEDULED PROJECT COST $ 12,500,000 STRATEGIC PLAN 4.3 Strategic Infrastructure Choices DESCRIPTION OF PROJECT This project is contingent upon obtaining a municipal groundwater water right authorization from the Montana Department of Natural Resources and Conservation (MT DNRC) and consists of, but is not limited to, the following major elements: obtaining land in fee or easement necessary to construct and operate municipal well and aquifer storage or recharge infrastructure necessary to complete the municipal water right authorization as approved by MT DNRC; Department of Environmental Quality approval and construction of a municipal public water supply well and attendant infrastructure to connect, operate, and maintain the municipal well as part of the City's overall municipal water supply system. Attendant infrastructure may include but is not limited to: water disinfection and treatment processes, class 5 injection wells or infiltration basins for aquifer recharge, a building to house treatment equipment, power, backup generator power, instrumentation and controls, site improvements, transmission main to tie groundwater supply into the existing system, water storage, and hydraulic controls. CONSEQUENCES OF DELAYING PROJECT The City's unallocated water supply is being used up by new development. This project will help provide additional capacity for growth in the 8 to 10-year timeframe. Given the possible duration for water rights permitting being 3 to 5 years, this work must be advanced now to align with the timeframe for water supply needs. CHANGES FROM PRIOR CIP Increased FY28 funding to $11.5M per Class 4 estimate prepared for Cash In Lieu of Water Rights fee update study. FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Water Impact Fee $ — $ 1,000,000 $ 11,500,000 $ — $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 31 40 Water Development Oversizing (WIF99) FUND DEPARTMENT PROJECT TYPE Water Impact Fee Water Operations Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Minimal Class 5 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 2,580,000 TOTAL SCHEDULED PROJECT COST $ 2,580,000 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT This project consists of water main oversizing associated with the development projects consistent with the City’s Water Facility Plan and the approved development plan. Public-private partnership for infrastructure construction allows for development to construct the pipe infrastructure required of the development, while the City provides oversizing funding for future growth per the water impact fee program. This is a highly cost-effective way of building infrastructure for future growth. CONSEQUENCES OF DELAYING PROJECT Without oversizing funding from the City’s Water Impact Fee program to match private development timeframe, future pipe size increases will be much more expensive than oversizing the pipe at the original construction of the pipe, also allowing the full useful life (80-120 years) of the pipe to be achieved before replacement with a larger capacity pipe. CHANGES FROM PRIOR CIP Added anticipated amounts to fiscal years 29 and 31. Values are placeholders as it is difficult to project oversizing costs associated with development until the need arises, and actual values will depend on future development applications. FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Water Impact Fee $ 355,000 $ 720,000 $ 305,000 $ 400,000 $ 655,000 $ 500,000 Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 32 41 Stucky/S 27th Water Improvements (WIF68) FUND DEPARTMENT PROJECT TYPE Water Impact Fee Water Operations Infrastructure OPERATING IMPACT COST ESTIMATE CLASS None Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 2,108,200 TOTAL SCHEDULED PROJECT COST $ 2,108,200 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT This project includes the design and construction of a new 16-inch water main in Stucky Road from S 19th to Fowler Ave per recommendations in the Water Facility Plan (FP_1386, FP_1372, FP_1371). The project is planned simultaneous to the Stucky: 19th to Fowler (SIF191)Street Impact Fee project. CONSEQUENCES OF DELAYING PROJECT Delay will result in significantly higher cost to construct the water main as it will be required for future development. This project must occur simultaneously with the construction of the Stucky Road Project to avoid a second construction impact on traffic on Stucky Road. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Water Impact Fee $ — $ 265,700 $ 1,842,500 $ — $ — $ — Water Fund $ — $ 88,600 $ 614,200 $ — $ — $ — Total $ — $ 354,300 $ 2,456,700 $ — $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 33 42 West Sourdough Reservoir #1 (WIF60) FUND DEPARTMENT PROJECT TYPE Water Impact Fee Water Plant Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Negligible Class 4 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 4,015,000 TOTAL SCHEDULED PROJECT COST $ 4,015,000 STRATEGIC PLAN 6. A Sustainable Environment DESCRIPTION OF PROJECT This project is identified as 5125 West Sourdough Reservoir 1 within the City's water facility plan and consists of planning, design, and construction of a new five-million- gallon, gravity-fed ground storage reservoir to the south/southwest of the city, which would tie into the west water transmission main - phase 1 (WIF59) and serve the existing City water distribution system. This project is identified as the next priority in the City's Water Facility Master Plan. Budget in FY29 is for planning and design. Budget for construction totals $7.2 million and is currently budgeted in unscheduled. CONSEQUENCES OF DELAYING PROJECT Delay would result in limiting growth in the south and southwestern areas of the community. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Water Impact Fee $ — $ — $ — $ 4,015,000 $ — $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 34 43 Western Transmission Main / New South Pressure Zone (WIF59) FUND DEPARTMENT PROJECT TYPE Water Impact Fee Water Operations Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Minimal Class 5 FUNDING SOURCE(S)AMOUNT Impact Fee Revenue $ 17,750,000 TOTAL SCHEDULED PROJECT COST $ 17,750,000 STRATEGIC PLAN 4. A Well-Planned City DESCRIPTION OF PROJECT This project is identified as the Western Transmission Main in the 2017 water facility plan. Funding in the five-year plan would be for Phase 1 design and construction, with subsequent phases funded outside of the five-year window totaling $40 million. Phase 1 consists of a new transmission main running on the hydraulic grade line from the Sourdough Water Treatment Plant tank to connect to the southwestern edge of the existing distribution network (S. 19th and Graf Street) to serve future anticipated growth. Project scope will be further defined with the ongoing South Pressure Zone Pre- Design and Water Treatment Plant Facility Plan project including identification of quantity and location of hydraulic controls valves to connect the new pressure zone to the existing system. CONSEQUENCES OF DELAYING PROJECT Delay of this work will limit growth in the south and southwestern portions of the community outside the existing water pressure zones capable of serving those areas. CHANGES FROM PRIOR CIP None FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Water Impact Fee $ — $ — $ — $ 1,350,000 $ 16,400,000 $ — Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 35 44 Sourdough Bypass Expansion (WIF72) FUND DEPARTMENT PROJECT TYPE Water Impact Fee Water Plant Infrastructure OPERATING IMPACT COST ESTIMATE CLASS Negligible Class 5 FUNDING SOURCE(S)AMOUNT Rate Revenue & Impact Fee Revenue $ 110,000 TOTAL SCHEDULED PROJECT COST $ 110,000 STRATEGIC PLAN 2.2 Infrastructure Investments DESCRIPTION OF PROJECT The sourdough bypass flow control building is a hydraulic limitation in delivering water to the city given the existing transmission main configurations. This project will expand the hydraulic capacity of the bypass piping and flow control valve. This project is needed to meet 2031 projected water demands, as determined by the Water Treatment Plant (WTP) Facility Plan. Design is scheduled to be completed in FY31, with construction currently unscheduled but planned for FY32. CONSEQUENCES OF DELAYING PROJECT Delay would limit the ability of the Sourdough WTP to meet increasing demand within the City. CHANGES FROM PRIOR CIP Moved design cost from Unscheduled into FY31. Funding source has been changed from rate revenue to impact fees as the project is capacity- expanding. Previous project code was W125. FUND FY26 ADOPTED FY27 FY28 FY29 FY30 FY31 Water Impact Fee $ — $ — $ — $ — $ — $ 110,000 Draft FY27-31 Proposed Capital Improvement Plan - Impact Fee Funds Page 36 45 Memorandum REPORT TO:Community Development Board FROM:Chris Saunders, Community Development Manager Erin George, Community Development Director SUBJECT:Work Session in Preparation for Upcoming Public Hearings and Review Process of the Unified Development Code Update, application 21381 MEETING DATE:October 20, 2025 AGENDA ITEM TYPE:Community Development - Legislative RECOMMENDATION:Receive information and expand understanding of proposed code language. STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning, ranging from building design to neighborhood layouts, while pursuing urban approaches to issues such as multimodal transportation, infill, density, connected trails and parks, and walkable neighborhoods. BACKGROUND:The City began the code update process in 2022. The project website, Engage Bozeman [external link] contains public input results, information on the project, and materials from the many public meetings and engagement tools throughout the project; as well as the updated draft and map. The City released the updated draft of Chapter 38, Unified Development Code, for public review on Sept 19, 2025. This updated draft text and map include revisions based on months of public input, five City Commission worksessions considering the received public input and directing revisions, and changed state laws. The new draft text and map are available for public review. Summaries of changes from the prior draft text and map are included on the Engage Bozeman website under the Code Documents section. Draft Chapter 38 text Draft zoning map As identified in the public notice [external PDF], the Community Development Board will begin the public hearing on November 3rd and continue the hearing to November 17th. This presentation will show where to find the new materials, go over highlights of the changes, and outline the public hearing and review process. This will assist the Board and public to prepare for the public hearings. 46 UNRESOLVED ISSUES:None, as a work session no decision is required with this item. ALTERNATIVES:None, no decision required with this item. FISCAL EFFECTS:All funds for this project were previously budgeted. Report compiled on: October 15, 2025 47 Memorandum REPORT TO:Community Development Board FROM:Chris Saunders, Community Development Manager Erin George, Community Development Director SUBJECT:Upcoming Items for the November 3, 2025, Community Development Board Meeting MEETING DATE:October 20, 2025 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:Information only, no action required. 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:The following items are presently scheduled for review at the November 3, 2025, Community Development Board meeting: 1. Public hearing for Application 21381, UDC Update to Chapter 38 Bozeman Municipal Code, considered in role as Planning Commission. UNRESOLVED ISSUES:None. ALTERNATIVES:None. FISCAL EFFECTS:No budgeted funds are expended with this item. Report compiled on: October 15, 2025 48