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HomeMy WebLinkAboutResolutions 2026-17 - Adopting Gooch Hill Area Plan Community Engagement PlanVersion February 2023 RESOLUTION 2026-17 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, ADOPTING THE GOOCH HILL AREA PLAN COMMUNITY ENGAGEMENT PLAN AS REQUIRED BY THE MONTANA LAND USE PLANNING ACT (TITLE 76 CHAPTER 25 MONTANA CODE ANNOTATED. WHEREAS, the City Commission directed the city manager to prepare an area plan for the service area of the first phase of the Gooch Hill sanitary sewer lift station; and WHEREAS, the Gooch Hill Area Plan will provide a localized analysis of the land uses, infrastructure needs, and other related issues within the service area of the Gooch Hill sanitary sewer lift station first phase; and WHEREAS, the Gooch Hill Area Plan will be based upon the overarching vision of the Bozeman Community Plan, ensuring growth is coordinated, sustainable, and aligned with citywide priorities; and WHEREAS, this Community Engagement Plan establishes an anticipated schedule of the City’s public engagement activities for the development of the Gooch Hill Area Plan; and WHEREAS, a Community Engagement Plan is a baseline commitment and does not prevent the City from using other methods not listed in the Plan; and WHEREAS, the City Commission held a presentation on February 3, 2026 to provide an opportunity for feedback on the Community Engagement Plan; and WHEREAS, in accordance with the Montana Land Use Planning Act, the City Commission must adopt area plans by Resolution and upon completion of the Gooch Hill Area Plan the Commission will determine whether to adopt the Gooch Hill Area Plan and this Community Engagement Plan will be included in the final Gooch Hill Area Plan. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Version February 2023 NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, the City Commission hereby adopts the Gooch Hill Area Plan Community Engagement Plan. PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 3rd day of February 2026. ___________________________________ JOEY MORRISON Mayor ATTEST: ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: ___________________________________ GREG SULLIVAN City Attorney Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Professional Services Agreement for the Gooch Hill Subarea Plan Page 1 of 10 PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this 3rd day of February 2026 (“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 SANBELL – ROCKY MOUNTAIN, 106 East Babcock Street Suite L1, Bozeman, MT 59715 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 as requested by the Utilities Department for the Subarea Plan for Service Area of Gooch Hill Sanitary Sewer Lift Station hereinafter referred to as “Gooch Hill Subarea Plan”. 2. Term/Effective Date: This Agreement is effective upon the Effective Date and will expire on the 3rd day of February 2027, unless earlier terminated in accordance with this Agreement. 3. Scope of Services: Contractor will perform the work and provide the services in accordance as mutually agreed upon by City and Contractor defined in “Exhibit A – Scope of Services”, attached and made part of this Agreement. 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 fixed fee amount specified in the Scope of Services for an Agreement amount of eighty-one thousand five hundred dollars ($81,500.00). 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. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Professional Services Agreement for the Gooch Hill Subarea Plan Page 2 of 10 5. Contractor’s Representations: To induce City to enter into this Agreement, Contractor makes the following representations: a. Contractor has familiarized itself with the nature and extent of this Agreement, the Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules, and regulations that in any manner may affect cost, progress or performance of the Scope of Services. b. Contractor represents and warrants 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 Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Professional Services Agreement for the Gooch Hill Subarea Plan Page 3 of 10 occurring in connection with any labor problems or disputes or any delays or stoppages of work associated with such problems or disputes. 7. Indemnity/Waiver of Claims/Insurance: For other than professional services rendered, to the fullest extent permitted by law, 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 obligations shall not be construed to negate, abridge, or reduce other rights or obligations of indemnity that would otherwise exist. The indemnification obligations of this Section must not be construed to negate, abridge, or reduce any common-law or statutory rights of the City as indemnitee(s) which would otherwise exist as to such indemnitee(s). Contractor’s indemnity under this Section shall be without regard to and without any right to contribution from any insurance maintained by City. Should the City be required to bring an action against the Contractor to assert its right to defense or indemnification under this Agreement or under the Contractor’s applicable insurance policies required below, the City shall be entitled to recover reasonable costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to indemnify the City for a claim(s) or any portion(s) thereof. In the event of an action filed against the City resulting from the City’s performance under this Agreement, the City may elect to represent itself and incur all costs and expenses of suit. Contractor also waives any and all claims and recourse against the City, including the right of contribution for loss or damage to person or property arising from, growing out of, or in any way connected with or incident to the performance of this Agreement except “responsibility for [City’s] own fraud, for willful injury to the person or property of another, or for violation of law, whether willful or negligent” as per 28-2-702, MCA. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Professional Services Agreement for the Gooch Hill Subarea Plan Page 4 of 10 These obligations shall survive termination of this Agreement and the services performed hereunder. In addition to and independent from the above, Contractor shall at Contractor’s expense secure insurance coverage through an insurance company or companies duly licensed and authorized to conduct insurance business in Montana which insures the liabilities and obligations specifically assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion for liabilities specifically assumed by the Contractor in this Section. The insurance shall cover and apply to all claims, demands, suits, damages, losses, and expenses that may be asserted or claimed against, recovered from, or suffered by the City without limit and without regard to the cause therefore and which is acceptable to the City. Contractor shall furnish to the City an accompanying certificate of insurance and accompanying endorsements in amounts not less than as follows: • Workers’ Compensation – statutory; • Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate; • Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate; • Automobile Liability - $1,000,000 property damage/bodily injury per accident; and • Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate. The above amounts shall be exclusive of defense costs. The City shall be endorsed as an additional or named insured on a primary non-contributory basis on the Commercial General, Employer’s Liability, and Automobile Liability policies. The insurance and required endorsements must be in a form suitable to City and shall include no less than a thirty (30) day notice of cancellation or non-renewal. Contractor shall notify City within two (2) business days of Contractor’s receipt of notice that any required insurance coverage will be terminated or Contractor’s decision to terminate any required insurance coverage for any reason. The City must approve all insurance coverage and endorsements prior to the Contractor commencing work. 8. Termination for Contractor’s Fault: 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 termination pursuant to this Section 8, Contractor shall be entitled to payment only for those services Contractor actually rendered. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Professional Services Agreement for the Gooch Hill Subarea Plan Page 5 of 10 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 termination pursuant to this Section 9, Contractor is entitled to payment only for those services Contractor actually rendered on or before the receipt of the Notice of Termination for City’s Convenience. d. The compensation described in Section 9(c) is the sole compensation due to Contractor for its performance of this Agreement. Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 10. Limitation on Contractor’s Damages; Time for Asserting Claim: a. In the event of a claim for damages by Contractor under this Agreement, Contractor’s damages shall be limited to contract damages and 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 Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Professional Services Agreement for the Gooch Hill Subarea Plan Page 6 of 10 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 Shawn Kohtz (Director of Utilities) 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 Chris Naumann (Associate Principal) or such other individual as Contractor shall designate in writing. Whenever direction to or communication with Contractor is required by this Agreement, such direction or communication shall be directed to Contractor’s Representative; provided, however, that in exigent circumstances when Contractor’s Representative is not available, City may direct its direction or communication to other designated Contractor personnel or agents. c. Notices: All notices required by this Agreement shall be in writing and shall be provided to the Representatives named in this Section. Notices shall be deemed given when delivered, if delivered by courier to Party’s address shown above during normal business hours of the recipient; or when sent, if sent by email or fax (with a successful transmission report) to the email address or fax number provided by the Party’s Representative; or on the fifth business day following mailing, if mailed by ordinary mail to the address shown above, postage prepaid. 12. Permits: Contractor shall provide all notices, comply with all applicable laws, ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman business license, and inspections from applicable governmental authorities, and pay all fees and charges in connection therewith. 13. Laws and Regulations: Contractor shall comply fully with all applicable state and federal laws, regulations, and municipal ordinances including, but not limited to, all workers’ compensation laws, all environmental laws including, but not limited to, the generation and disposal of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination, affirmative action, and utilization of minority and small business statutes and regulations. 14. 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 Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Professional Services Agreement for the Gooch Hill Subarea Plan Page 7 of 10 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 for the City, Contractor must use both the City style guide when creating a design, and, as per recommendations found in Section 508 of the Rehabilitation Act, the content must also adhere to level A and AA Success Criteria and Conformance Requirements as defined by the current Web Content Accessibility Guidelines (WCAG). 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 Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Professional Services Agreement for the Gooch Hill Subarea Plan Page 8 of 10 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. 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 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. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Professional Services Agreement for the Gooch Hill Subarea Plan Page 9 of 10 24. Headings: The headings used in this Agreement are for convenience only and are not 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 than the 31st day of December 2027. **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Professional Services Agreement for the Gooch Hill Subarea Plan Page 10 of 10 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 By______________________ Chuck Winn, City Manager SANBELL – ROCKY MOUNTAIN By_______________________ Danielle Scharf, Managing Principal APPROVED AS TO FORM: By_______________________ Greg Sullivan, Bozeman City Attorney Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Scope of Work 1 | Page Short Title: Gooch Hill Subarea Plan Scope of Work Long Title: Subarea Plan for Service Area of Gooch Hill Sanitary Sewer Lift Station Scope of Work Project Overview The City of Bozeman is initiating a subarea plan to support the construction of the Gooch Hill Sanitary Sewer Lift Station, a project that will open approximately 2,000 acres for development in the northwest corner of the Bozeman growth plan boundary. This subarea plan will provide more detailed development guidance based upon the overarching vision of the Bozeman Community Plan, ensuring growth is coordinated, sustainable, and aligned with citywide priorities. The purpose of the subarea plan is not to keep the status quo but to support and guide the transition to an urbanized area. By integrating direction from existing plans, including the Wastewater Collection System Facility Plan Update, 2023 Comprehensive Parks, Recreation, and Active Transportation Plan, 2017 Transportation Master Plan, and Gallatin Valley Sensitive Lands analysis, the Gooch Hill Subarea Plan will address land use, development, infrastructure, natural resources, parks, and community input to proactively shape one of Bozeman’s key growth areas. Project Approach The proposed Gooch Hill lift station will create opportunities for additional growth west of the existing city limits. It is imperative that residential and commercial development be guided by a visionary land use plan that balances the types and intensities of private development with public infrastructure capacity and natural resource conservation. People-Focused Approach Sanbell takes a people-focused approach to all planning and design projects with the goal of contributing to healthy, resilient, and enduring communities. Our work is driven by a passion for creating spaces where people can thrive today and for generations to come. We view every project as an opportunity to bring people together, identify community needs and values, distill input and expertise, and create a vision for long lasting positive impact. Strategic Planning Method Sanbell begins every planning project with an open mind because we believe our job is not to have all the answers but rather to intentionally seek out the answers. This process involves asking questions—lots of smart questions—that are initially quite general and iteratively become more granular. Through conversations with City staff Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Scope of Work 2 | Page and key stakeholders, the team will develop guiding principles that define the vision and intended outcomes of the plan. Then utilizing the 2025 version of the Bozeman Community Plan Future Land Use Map and descriptions, more specific land use objectives will be identified. Those objectives will be further refined into the subarea plan themes that support and advance the seven themes of the Bozeman Community Plan. And finally, a set of subarea plan framework elements will be established and applied to the planning area with a series of GIS-based maps. Gooch Hill Subarea Plan Themes • Resiliency • Unique Neighborhoods • Complimentary Districts • Natural Resources • Accessibility & Mobility • Entrepreneurial Economy • Regional Coordination Concurrent Planning & Design Coordination As Sanbell initiates, executes, and completes the subarea planning process, we will collaborate with the concurrent Gooch Hill Sewer Lift Station Engineering Design Project. This coordination will be critical to ensure the land use plan and infrastructure design inform and align with each other. With over 50 years of civil engineering experience, Sanbell is uniquely qualified to create a subarea plan that is based on current and future public infrastructure systems. City Department Support Sanbell approaches every project as a collaborative process with our clients. The City has a deep bench of talented professional staff that can add tremendous value to this subarea plan. To the greatest extent possible our team would appreciate working with the City Administration, Community Development, Economic Development, Fire, Parks & Recreation, Police, Strategic Services, Transportation & Engineering, and Utilities departments. Montana Land Use & Planning Act Compliance The City of Bozeman Community Plan was updated on October 28, 2025 to technically comply with the Montana Land Use and Planning Act. Subsequently, the Gooch Hill Subarea Plan will be adopted as an amendment to the updated Community Plan in accordance with Montana Code Annotated 76-25-201. The Gooch Hill Subarea Plan will incorporate the required elements of the Montana Land Use and Planning Act by reference to the updated Community Plan. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Scope of Work 3 | Page Scope of Work Phase 0: Project Management This task of the project consists of the activities to manage the project requirements, deliverables, and tasks. Tasks under Phase 0 will include the following: Task 001: Kickoff & Monthly Coordination Meetings Sanbell will lead an all-team kickoff meeting and host monthly meetings with the planning team and City Staff. Not to exceed thirty (30) hours. Task 002: Weekly Status Reports & Monthly Invoice Approval Sanbell will provide weekly project status report to keep the City team updated of work recently completed and next steps. In addition, each monthly invoice will be reviewed to ensure accurate billing. Task 003: General Coordination & Communications Sanbell will maintain general communications and coordination with the City team throughout the life of the project. Not to exceed forty (40) hours. Image from project area from Gallatin Valley Sensitive Lands model showing subdivisions, water courses, riparian areas, wetlands and associated buffers Phase 1: Summarize Existing Plan Information and Prepare Subarea Plan Outline Task 101: Summarize Existing Plan Information Sanbell will review and summarize all applicable City plans, standards, and guidelines including but not limited to the following: • 2025 Bozeman Community Plan • Bozeman Wastewater Collection System Facility Plan Update Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Scope of Work 4 | Page • 2023 Comprehensive Parks, Recreation, and Active Transportation Plan • 2017 Transportation Master Plan • Triangle Community Plan • Triangle Trails Plan • Gallatin Valley Sensitive Lands Protection Plan Task 102: Develop a community engagement plan based on Engage Bozeman A variety of virtual and in-person tools will be proposed including, but not limited to, a dedicated project page on engage.bozeman.net, open house events, community pop-up events, online surveys and direct mail. Considering the project timeline and budget, the engagement plan will need to be strategically and fiscally efficient. Sanbell will work with City staff from multiple departments to draft the engagement plan and rely on assistance from the City staff to complete the engagement tasks. Sanbell will provide a separate detailed engagement plan in addition to this scope of work. Task 103: Develop the subarea plan outline identifying key elements Sanbell will propose a plan outline that includes key elements to be reviewed with City staff and revised as directed. With City approval, the agreed upon outline will be used as the basis of the initial subarea plan (Task 201). Task 104: Coordinate and participate in stakeholder meetings with City staff Sanbell anticipates this to be a critical component of the overall public outreach strategy. One outcome of these meetings will be to identify guiding principles and land use objectives for planning area that defines overall planning intent. For budgetary reasons, multiple groups and individuals will need to be engaged in each meeting. Not to exceed seven (7) meetings and forty (40) total hours. With considerable input from City staff, discussions with key individuals and groups may include but not be limited to: • Large private property owners • Gallatin County • Bozeman School District • Gallatin Valley Metropolitan Planning Organization • Agricultural water facilities users • Central Valley Fire District • Gallatin Valley Land Trust Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Scope of Work 5 | Page Phase 2: Prepare Subarea Plan and Community Outreach Task 201: Prepare the draft Subarea Plan as a basis for community engagement Sanbell will prepare an initial draft plan based upon the outline of key elements approved by City staff (Task 103). The draft document will include a summary of the relevant background information and existing planning context (Task 101). It will also propose initial land use objectives informed by stakeholder input. This draft will include preliminary framework maps showing the transportation network, natural resources, and initial land use densities. Suitability analysis will be completed using ArcGIS to analyze factors including environmental constraints and proximity to various infrastructure and facilities. This will include protection of sensitive areas and land designated for preservation by other adopted planning documents. The overarching goal of the initial draft plan will be to provide enough substantive information to make the subsequent community engagement meaningful and productive. Conversely, it is important that the first draft of the plan be cursory in breadth and depth to allow ample flexibility to respond to public input. Task 202: Implement a community engagement plan Sanbell recognizes that effective and intentional engagement leads to well- informed strategic planning by leveraging the socially, culturally, and economically diverse knowledge of the community. Authentic community engagement goes beyond traditional public outreach to ensure the public is provided the opportunity to contribute feedback through proactive, respectful, and timely two-way communication methods. The Sanbell team includes members trained by the International Association for Public Participation (IAP2) and our authentic community engagement services have been modeled after this internationally known program. Not to exceed eighty (80) hours. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Scope of Work 6 | Page Task 203: Compile and summarize engagement results Sanbell will compile, analyze, and summarize all public input received from the community engagement efforts. The summary will be presented with narrative and graphics in the body of the plan, while all the original comments and data will be included in the final plan as an appendix. Task 204: Prepare a second draft subarea plan for review by City Synthesizing public input within the existing planning context, Sanbell will prepare the second draft of the subarea plan. The foundation of this draft will be a series of informative GIS-based maps, each focused on a particular planning framework element including but not limited to public lands, residential and commercial development intensities; multimodal transportation network; water and sewer infrastructure; and water courses and sensitive lands. This draft will also identify how the plan aligns with the seven themes of the Bozeman Community plan: Resiliency, Unique Neighborhoods, Complimentary Districts, Natural Resources, Accessibility & Mobility, Entrepreneurial Economy, and Regional Coordination. This draft will demonstrate compliance with the Montana Land Use and Planning Act, using the lift station’s anticipated capacity to inform the 20-year plan horizon population projection, creating an inventory of existing housing, local services and facilities, economic development needs, natural resources, environmental considerations, hazards, and land use within the plan area. Much of this section will reference and be informed by the infrastructure and supporting data sources of the 2025 Bozeman Community Plan as they apply to the plan area. The second draft will be thoroughly reviewed by City staff and feedback will be incorporated prior to Task 205. If feedback received from City staff results in the need for substantive revisions to the second draft, additional time and fee may be required. Task 205: Hold work sessions with the Community Development Board and City Commission Sanbell will facilitate public work sessions with the City Community Development Board and the City Commission. Feedback and direction from these regulatory bodies will guide the final plan. Not to exceed fourteen (14) hours. Task 206: Finalize the subarea plan Sanbell will revise and finalize the subarea plan to incorporate all the public input, City staff feedback, and direction from the Community Development Board and City Commission. If feedback received in Task 205 results in the need for substantive revisions to the second draft, additional time and fee may be required. The final Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Scope of Work 7 | Page draft will be publicly released prior to the Community Development Board and City Commission public adoption hearings. Task 207: Work with City on all public noticing and meeting requirements Working in conjunction with City staff, all the public noticing and plan adoption requirements will be fulfilled. Task 208: Present the final draft plan for formal adoption Sanbell will present the final draft of the subarea plan to the Community Development board to secure their recommendation of approval. Subsequently, Sanbell will present to the City Commission at the adoption public hearing. Not to exceed fourteen (14) hours. Task 209: Prepare final approved document incorporating all directed changes For the final deliverable, Sanbell will make final changes to the subarea plan as directed by City staff and the City Commission. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Scope of Work 8 | Page Project Area Map Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Scope of Work 9 | Page Project Schedule Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Scope of Work 10 | Page Project Budget TASK DESCRIPTION FEE Phase 0 Project Management $ 19,000 001 Kickoff & Monthly Meetings $ 5,500 002 Weekly Reports & Monthly Invoices $ 6,500 003 General Coordination & Communication $ 7,000 Phase 1 Existing Conditions, Engagement Plan & Outline $ 16,000 101 Summarize Existing Conditions & Plans $ 4,500 102 Develop Community Engagement Plan $ 2,500 103 Develop Subarea Plan Key Elements Outline $ 2,500 104 Hold Stakeholder Meetings $ 6,500 Phase 2 Community Engagement & Subarea Plan $ 46,500 201 Prepare Subarea Plan Initial Draft $ 7,000 202 Execute Community Engagement Plan $ 12,500 203 Compile & Analyze Engagement Results $ 1,500 204 Prepare Subarea Plan Second Draft $ 15,000 205 Hold CD Board & City Commission Work Sessions $ 2,500 206 Prepare Subarea Plan Final Draft $ 3,500 207 Complete Public Noticing $ 1,000 208 Present Subarea Plan Final Draft for Adoption $ 2,500 209 Prepare Final Approved Subarea Plan $ 1,000 TOTAL FEE $ 81,500 Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 1 | Page Short Title: Gooch Hill Subarea Plan Community Engagement Plan Long Title: Subarea Plan for Service Area of Gooch Hill Sanitary Sewer Lift Station Community Engagement Plan Project Overview The City of Bozeman is initiating a subarea plan to support the construction of the Gooch Hill Sanitary Sewer Lift Station, a project that will open approximately 2,000 acres for development in the northwest corner of the Bozeman growth plan boundary. This subarea plan will provide more detailed development guidance based upon the overarching vision of the Bozeman Community Plan, ensuring growth is coordinated, sustainable, and aligned with citywide priorities. The purpose of the subarea plan is not to keep the status quo but to support and guide the transition to an urbanized area. By integrating direction from existing plans, including the Wastewater Collection System Facility Plan Update, the 2023 Comprehensive Parks, Recreation, and Active Transportation Plan, the 2017 Transportation Master Plan, and the Gallatin Valley Sensitive Lands analysis, the Gooch Hill Subarea Plan will address land use, infrastructure, natural resources, parks, and community input to proactively shape one of Bozeman’s key growth areas. While the subarea plan is a distinct project from the future lift station engineering design, Sanbell will coordinate with HDR Engineering and the City Utilities Director to ensure planning consistency. Project Approach The proposed Gooch Hill lift station will create opportunities for additional growth west of the existing city limits. It is imperative that residential and commercial development be guided by a visionary land use plan that balances the types and intensities of private development with public infrastructure capacity and natural resource conservation. Public Engagement Scope Community engagement will be a key component of the Gooch Hill Subarea Plan to ensure the plan reflects local values and priorities. Sanbell, in collaboration with the City’s Communications and Engagement Manager, will prepare and implement a community outreach plan designed to involve stakeholders, residents, and other interested parties throughout the planning process. Engagement activities will include stakeholder meetings, public outreach, and opportunities for community feedback on draft plan materials. Engagement results will be compiled and summarized to inform revisions to the subarea plan, with formal presentations and Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 2 | Page discussions occurring during Community Development Board and City Commission work sessions prior to plan adoption. Non-Negotiables Factors that are already set and cannot be changed (e.g. Timeframes, Policy/Legislation, Processes, Fixed Boundaries, Resources, etc.) • The subarea plan must be completed by end of calendar year 2026 • The project area is approximately 3,000 acres in the northwest corner of the City as defined in the corresponding Scope of Work • The subarea plan must be reviewed by Community Development and Engineering departments and adopted by City Commission • The subarea plan must comply with the Montana Land Use & Planning Act • The subarea plan must comply with and/or support the Bozeman Community Plan and other adopted plans as identified in the corresponding Scope of Work Negotiables • General land use and intensities within the parameters established by the Bozeman Community Plan Future Land Use Map Public Engagement Purpose To build awareness, gather meaningful input, and demonstrate how feedback influences the Gooch Hill Subarea Plan from impacted stakeholders and the general public. The community engagement process for the Gooch Hill Subarea Plan is intended to create an inclusive and transparent dialogue between the City of Bozeman, local stakeholders, and the public. Through a variety of engagement activities, we aim to gather meaningful input that reflects community values, priorities, and aspirations for future development within the Gooch Hill lift station service area. Engagement will focus on building shared understanding of infrastructure needs, land use opportunities, and growth considerations to ensure that the subarea plan is grounded in local knowledge and informed by those who live, work, and invest in the area. Ultimately, our goal is to foster a sense of ownership and collaboration resulting in a plan that balances community vision with responsible planning and infrastructure investment. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 3 | Page Objectives • Inform and Build Awareness: Provide clear, accessible information about the purpose and importance of the Gooch Hill Subarea Plan, the relationship to the new lift station, and how it will shape future development in northwest Bozeman. • Foster Inclusive Participation: Engage a broad cross-section of the community— including City residents, County residents, property owners, developers, and service providers—to ensure diverse perspectives are represented throughout the planning process. • Gather Meaningful Input: Create multiple opportunities for the public and stakeholders to share local knowledge, concerns, and ideas that will inform land use, transportation, infrastructure, and community design recommendations. • Encourage Collaboration and Transparency: Maintain open communication between the City, stakeholders, and the public to build trust and demonstrate how community input is being used to shape the subarea plan. • Build Shared Understanding: Use engagement activities to clarify technical information (such as infrastructure needs and growth constraints) in a way that helps participants make informed contributions to the planning process. • Promote a Shared Vision: Facilitate discussions that help the community articulate a common vision for growth, character, and livability within the Gooch Hill service area. • Document and Communicate Outcomes: Summarize community feedback and clearly communicate how public input influenced the subarea plan through “What We Heard” reports, meeting summaries, and public presentations Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 4 | Page Timeline Engagement kickoff will begin in February 2026. Up to seven meetings with stakeholders and adjacent property owners, up to four public events, and two work sessions with the Community Development Board and City Commission will take place between February and October 2026. Milestones • February - March 2026 – Initial correspondence with key stakeholders and adjacent property owners; conduct stakeholder meetings • May - June 2026 – Release draft plan; Conduct public open house and pop-up events • July 2026 – Release second draft plan; Hold work sessions with Community Development Board and City Commission • August 2026 – Release final draft plan • September 2026 – Formal public notice for plan adoption • September – October 2026 – Community Development Board and City Commission adoption hearings • October 2026 – Deliver final adopted plan Identified Stakeholders Decision Makers Internal to the Organization External Organizations Community Members • City Commission • City of Bozeman Representatives • Engineering & Transportation Department • Community Development Department • Utilities Department • Parks & Recreation Department • Police Department • Fire Department • Gallatin County • Gallatin Valley Metropolitan Planning Organization • Montana Department of Transportation • Bozeman School District • Belgrade School District • Central Valley Fire District • Private Utility Companies • Agricultural Water Facilities Users • Private Property Owners • Gallatin County Residents • City of Bozeman Residents • HOAs in affected and adjacent areas Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 5 | Page • Gallatin Valley Land Trust • Streamline Transportation • Bozeman Tree Coalition • Sacajawea Audubon Society • Gallatin Watershed Council Engagement Activities • Community Engagement Plan • Project Website hosted on Engage Bozeman • Up to 7 Stakeholder Meetings • Up to 2 Open Houses • Up to 2 Pop-up Events • Engagement Analysis & Evaluation • 2 Community Development Board Meetings  Draft Plan Work Session  CC Recommendation Public Hearing • 2 City Commission Meetings  Draft Plan Work Session  Adoption Public Hearing Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 6 | Page Engagement Budget Below is a detailed breakdown of the community engagement budget which is also included within the overall project budget provided in the scope of work. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 7 | Page Level of Influence Inform and Consult We will provide the public with balanced and objective information to assist them in understanding the purpose and importance of the Gooch Hill Subarea Plan and how it will shape the future development of Bozeman. We will also obtain feedback during our stakeholder, general public, and board meetings to ensure diverse perspectives are represented throughout the planning process. Any feedback received throughout the engagement process will be taken into consideration during the development of the subarea plan. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 8 | Page Inclusion Concerns List of individuals who may be harder to reach or obtain feedback from include • Individuals of culturally, socially, or economically diverse status’ who may not live directly adjacent to the project area but may be involved in future development. Future residents who will occupy the area are not yet available for consultation. • Renters who live adjacent to the subarea plan location • Gallatin County residents not typically associated with City development and planning process • Individuals who may not have reliable internet or digital device access Methods of Communication Information about the project and any public meetings will be communicated using both digital and analog methods to ensure broad community awareness and participation. Public displays and flyers should be prominently posted in high-traffic City buildings, such as libraries, City Manager’s Office, and municipal offices. Where appropriate, postcards should also be mailed to adjacent property owners and any directly impacted stakeholders. Email correspondence should be sent to all identified stakeholders and contact information should be collected for ongoing project updates. General project information, presentation materials, and stakeholder meeting details (including date(s), time(s), and location(s)) should be posted on the City of Bozeman’s Engage Bozeman project website. The City’s social media platforms should be used to advertise public open house meetings, workshops, and other engagement events. Additionally, consideration should be given to alternative communication methods for those with limited internet access or language barriers, including translated materials and community partner distribution, to ensure inclusive outreach. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 9 | Page Event/Activity (e.g. Stakeholder meetings) Type of Communication (e.g. Post cards/Mailers, Email) Frequency of Communication Stakeholder Meetings Email Initial email 2-3 weeks prior to event, follow up email 3-5 days prior to event General Public Open House Meetings and pop-up events Flyers, Public Display Boards, Social Media, project Website, Print and Digital Media (news ads) Press Release 2 weeks prior to event, flyers posted/sent 2-3 weeks prior to event, initial social media 2-3 weeks prior to event – 2 more posts 1 week and 2 days prior to event, Website posting 4 weeks prior to event Community Development Board and City Commission Meetings Email, Announcements at Other planning board Meetings, Planning board Website/agenda Posting, Project Website Initial email 2-3 weeks prior to event, Announce at planning board meeting 2 weeks/1 month prior to scheduled meeting, agenda posted 72 hours prior to scheduled meeting (per City ordinance), Post on project website 4 weeks prior to event General Information Project Website, Public Display Flyers, Direct Postcard Mailing Update on project website and display boards as needed/applicable; direct mailing upon website launch Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 10 | Page Key Messages General project information, project scope, engagement purpose, engagement objectives, changes to previously presented information, updates/milestone completions, timelines, meeting dates/times/locations, decision makers and the decision they will make. The following schedule/information will be filled in as needed: When (Date(s) communication or engagement will take place) Who (People and groups you plan to communicate or engage with) Why (Purpose of your communication or engagement e.g. Inform, Consult, Involve, etc.) What (Key Messages or opportunities you want to communicate) How (Methods you will use to communicate or engage with people) Status (Ongoing, complete, postponed, cancelled) Key Roles and Responsibilities Role Responsibilities Chris Naumann Sanbell Project Manager • Responsible for all aspects of the project • Meetings lead, primary project contact, offers feedback and direction on engagement activities Diane Tolhurst Sanbell Community Engagement Coordinator • Responsible for designing, organizing, and analyzing all public engagement activities • Identify key stakeholders • Engage website build out and website updates • Summarize all feedback and engagement outcomes Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 11 | Page Emily Kiely City of Bozeman Community Engagement Coordinator • Responsible for providing feedback and direction on engagement activities • Provide assistance and approvals on all communications and updated information • Assist with some website updates Shawn Kohtz City of Bozeman Project Manager Decision Maker • Responsible for providing feedback and direction on engagement activities • Assist in engagement activities • Offer feedback on engagement outcomes Community Development Board Advisory Board • Host and participate in board work session • Host and participate in public meeting for City Commission recommendation Bozeman City Commission Decision Maker • Host and participate in City Commission work session • Host and participate in public hearing for City Commission final decision Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 12 | Page Engagement Methods The methods listed below are techniques that can be used to ensure a well-rounded engagement process. These tools will be considered at the time of engagement and will be used as deemed appropriate. Method (e.g. General Public Open House) Purpose (e.g. To provide key information, updates, changes, timelines, and solicit feedback from participants) Description (e.g. A public information session incorporating a series of displays and allowing the general public the opportunity to listen, see, and discuss with technical staff project updates and concept designs) Advertising (Including Social Media) To provide key information, updates, changes, timelines, and meeting information Use of print/digital/social media to provide general information to the public and notice of public meetings and events Display Boards/Website To provide key information, updates, changes, timelines, and meeting information Public displays (digital and analog) to provide up-to-date general information, draft concepts, etc. to the public Direct Mail Post Cards To provide key information, timelines, and meeting information Use of printed materials to send to key stakeholders and adjacent property owners Email/Engage Bozeman Eblast To provide general project information and direct interested parties to the Engage Bozeman website Use of email to send to key stakeholders, adjacent property owners, and general public who wish to be updated Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 13 | Page General Public Open House To provide key information, updates, changes, timelines, and solicit feedback from participants A public information session incorporating a series of displays and allowing the general public the opportunity to listen, see, and discuss with technical staff project updates and conceptual plans Pop-up Events To provide key information, updates, changes, timelines, and solicit feedback from participants A public tabling session incorporating a series of displays and allowing the general public the opportunity to listen, see, and discuss with technical staff project updates and conceptual plans Stakeholder Meetings To provide key information, updates, changes, timelines, build relationships, and solicit feedback from participants A small group meeting with specified individuals. The outcome will be to inform, build relationships, open communication pathways, and obtain owner preferences Community Development Board and City Commission Work Sessions To provide key information, updates, and solicit feedback advisory board members and elected officials A standard public work session as dictated by City meeting procedures and protocols Community Development Board and City Commission Presentations To present the final draft plan as required elements of the statutory adoption process Formal presentation of information from technical experts as part of the adoption process Survey A series of questions provided to a specific participant group to obtain preferences and opinions Questions regarding preferences for future land uses, general transportation uses, parks and natural resources. Survey will be online accessed and administered through the Engage Bozeman project website. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 14 | Page Method Evaluation Evaluation of the engagement methods will be conducted periodically throughout the engagement process. Success will be determined based on how closely we meet our objectives and aims for each method and our promise to the public. Evaluation Criteria (e.g. To inform, educate, and increase awareness of participants ) Evidence Indicators (e.g. Quantity and Diversity of information is presented and distributed ) Data Collection Tools (e.g. Tally number of emails, mailers, and overall correspondence goes out ) Provide clear, accessible information about the purpose and importance of the Gooch Hill Subarea Plan Quantity and diversity of information presented and distributed Tally number of emails, mailers, and overall correspondence goes out through City eblasts, social media, and media releases Development and launch of dedicated project webpage and at least 500 visits to the project webpage during the planning process To generate opinions and preferences from participants Number and Diversity of Information is Collected; Survey Collection; Participatory Voting on Display Boards Surveys, public event input tools To build relationships with participants Positive Engagement With Key Stakeholders General Communication and Observation Non-technical community members felt confident to contribute Participant Feedback; Interaction at Public Meetings General Communication; Survey To establish a productive environment where members felt supported Participant Feedback; Interaction at Public Meetings General Communication and observation Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 15 | Page Resources and Budget See attached proposed budget for the labor and expenses associated with the various engagement activities. Event/Activity $ Allocated Resources Needed Stakeholder / Adjacent Property Owner Meetings • Buildings/Rooms • Chairs • Tables • Projector/digital component for presentation • Large Concept Design Printouts • Foam Core (To mount designs onto) • Stickers • Pens • Markers • Surveys - Paper/pens (if applicable) • Staff Time/Travel Costs General Public Open House Meetings • Buildings/Rooms • Chairs • Tables • Large Concept Design Printouts • Foam Core (To mount designs onto) • Stickers • Pens • Markers • Surveys - Paper/pens (if applicable) • Staff Time/Travel Costs Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 16 | Page Pop-up Events • Chairs • Tables • Canopy • Large Concept Design Printouts • Foam Core (To mount designs onto) • Stickers • Pens • Markers • Surveys - Paper/pens (if applicable) • Staff Time/Travel Costs Planning Board and City Commission Meetings • Buildings/Rooms • Chairs • Tables • Projector/digital component for presentation • Large Concept Design Printouts • Foam Core (To mount designs onto) • Stickers • Pens • Markers • Surveys - Paper/pens • Staff Time/Travel Costs General Information / Marketing Materials/Website Buildout and Updates • Posters • Postcards/Letters/Flyers • Graphic Design Software • Postage • Envelopes • Staff Time to Design and Assemble Data Analysis & Reporting Plan Charts and graphs will be created and compiled for quantitative data points. A content analysis will be conducted on all qualitative data and a summary will be provided indicating general trends, desires, and preferences. Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898 Gooch Hill Subarea Plan Engagement Plan Overview 17 | Page Method/Activity (e.g. General Public Open House) Quantitative Data (e.g. Headcounts) Qualitative Data (e.g. Minutes will be taken, general trends or discussion points will be gathered and compiled into spreadsheet(s)) Stakeholder Meetings Headcounts Minutes will be taken during each meeting, general trends or discussion points will be gathered and compiled into spreadsheet General Public Open House and Pop-up Events Headcounts General observation will be noted during the event, general trends or discussion points will be gathered and compiled into spreadsheet. Any public comment collected will be compiled and analyzed Community Development Board and City Commission Meetings Headcounts Minutes will be taken during each meeting, general trends or discussion points will be gathered and compiled into spreadsheet Surveys Number of surveys received Survey Responses will be collected, and information will be compiled into charts and graphs. Any qualitative data will be compiled, and a content analysis will be conducted Docusign Envelope ID: ABF2FC70-97E0-4239-A510-E146D858BDABDocusign Envelope ID: 9E814E04-1682-4C00-838C-9FDEA5015898