HomeMy WebLinkAbout11 10 08_Approve the Building Report for October 2008
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Calvin Doerksen, Acting Chief Building Official
Chris Kukulski, City Manager
SUBJECT: Monthly Report – Building Division
MEETING DATE: 10 November 2008
BACKGROUND: Monthly Report for October 2008 –Building Division
RECOMMENDATION:
FISCAL EFFECTS:
ALTERNATIVES:
Respectfully submitted,
_________________________________ ____________________________
Author Chris A. Kukulski, City Manager
Attachments: Monthly Reports
Report compiled on November 5, 2008
24
OCTOBER 2008/FY 2009 FISCAL YEAR 2009
NEW CONSTRUCTION NO VALUATION NO VALUATION NO VALUATION NO VALUATION
SINGLE FAMILY 11 $2,155,182 41 $8,432,233 40 $8,703,743 124 $23,980,010
DUPLEX 1\2 $268,860 1\2 $363,654 6\12 $2,126,435 21\42 $7,528,045
1 Bldg 4 Units 3 Bldgs 11 Units 6 Bldg 24 Units 7 Bldgs 54 Units
$651,649 $1,546,004 $2,920,346 $5,097,134
MISC (GARAGE, SHED, FENCE, ETC.)1 $9,000 3 $49,250 2 $26,400
ASSEMBLY 1 $692,900 2 $4,959,496
BUSINESS 1 $1,303,848 4 $5,927,347 5 $6,699,307
EDUCATIONAL
FACTORY 1 $342,022
HAZARDOUS
INSTITUTIONAL 1 $5,555,180
MERCHANTILE 1 $372,155 2 $1,432,917 3 $9,924,276
MOTEL/HOTEL
STORAGE 1 $21,508 1 $10,955,800
TOTAL 16\20 $4,760,694 45\54 $10,341,891 64\89 $27,429,626 166\234 $69,512,490
ADDITION/REMODEL NO.VALUATION NO VALUATION NO VALUATION NO VALUATION
RESIDENTIAL 108 $1,155,419 24 $725,928 364 $4,424,405 75 $2,365,184
COMMERCIAL 32 $2,639,077 23 $1,627,658 97 $31,616,021 67 $9,839,084
TOTAL 140 $3,794,496 47 $2,353,586 461 $36,040,426 142 $12,204,268
CONSTRUCTION
VALUE
REVENUE NO AMOUNT NO AMOUNT NO AMOUNT NO AMOUNT
BUILDING 155 $33,270 90 $34,653 513 $175,192 331 $170,461
PLAN CHECK 67 $35,573 85 $22,622 272 $112,003 352 $163,005
ELECTRICAL 70 $10,440 108 $10,038 251 $30,419 337 $35,320
PLUMBING/MECHANICAL 72 $13,309 177 $15,275 331 $51,862 567 $53,357
FIRE ALARM/SUPPRESSION SYSTEMS 6 $405 12 $2,507 25 $3,109 30 $5,812
MOVING 0 $0 3 $113
DEMOLITION 0 $0 2 $40 8 $269 20 $200
FENCE 0 $0 1 $42
PENALTIES 20 $3,189 79 $8,740
MISC REVENUE 0 $0 $994
TOTAL 390 $96,186 474 $85,136 1483 $382,743 1637 $428,156
BUILDING PERMIT REPORT
THIS MONTH - FY2008 THIS MONTH - FY2007
YEAR TO DATE - FY2007
YTD as of Oct - 2007YTD as of Oct - 2008
MULTI-FAMILY
Oct-2007Oct-2008
YEAR TO DATE - FY2008
25
OCTOBER 2008 - BUILDING PERMITS
DATE PERMIT #ADDRESS OWNER CONTRACTOR PERMIT FEE PLAN CHECK SQ FOOT VALUATION DESCRIPTION
10/02/08 08-8160 280 W Kagy Blvd Kailo Design & Development Mountain High Homes Inc 87.00 56.55 9,000.00 Temporary Bus Shelter
10/23/08 08-8196 1433 N 19th Ave Stockman Bank of Montana Hardy Construction Co 2,891.00 3,097.42 12,374 1,303,848.00 Bank
10/24/08 08-8244 2063 W Oak St Jayhawk Properties LLC Biggerstaff Construction Co 1,165.00 1,497.84 4,984 372,155.00 Retail Building
4,143.00 4,651.81 17,358 1,685,003.00
10/01/08 08-8042 290 W Kagy Blvd, Unit A Level Investors LLC Archer Construction/Remod.423.50 275.28 80,000.00 Restaurant Tenant Improvement
10/02/08 08-8200 85 W Kagy Blvd M. Basile & P. Potter Niichel Construction 139.50 16,000.00 Commercial Re-Roof
10/02/08 08-8128 220 N 7th Ave S. Weinstein & Reed L. T.Building Dimensions, Inc 94.50 61.43 9,500.00 Massage Therapy TI
10/03/08 08-8209 200 S 23rd Ave, Unit A-4 U2, LLC NHB LLC 94.50 61.43 10,000.00 Partition Wall
10/06/08 08-8177 200 S 23rd Ave, Unit A-4 U2, LLC Building Dimensions, Inc 169.50 110.18 19,800.00 Tenant Improvement
10/09/08 08-8166 114 S Willson Ave Qwest Communications Diamond Construction 397.50 258.38 71,350.00 Rooftop HVAC Unit
10/10/08 08-8152 801 W Main St Unit 5 Lori Martindale M & A Custom Homes Inc 329.25 223.01 50,400.00 Tenant Improvement
10/13/08 08-8183 208 E Main St First Security Bank of Bozeman R & R Taylor Construction 1,898.00 1,233.70 615,000.00 Mechanical Penthouse & Plenum
10/13/08 08-8203 1605 S 5th Ave Montana State University Western Community Energy 57.00 37.05 4,500.00 Wind Generator
10/14/08 08-8263 1809 S Tracy Ave Kagy Korner Store Inc Pinnacle Roofing Inc 177.00 20,400.00 Commercial Re-Roof
10/14/08 08-8078 1910 N 22nd Ave, #3 Darwin Lehfeldt Mustang Builders LLC 6,662.50 433.06 160,000.00 Tenant Improvement
10/17/08 08-8280 1811 W Koch St Remax Jeff Clements Roofing 124.50 14,000.00 Commercial Re-Roof
10/17/08 08-8210 326 N Broadway Simkins-Hallin, Inc Simkins-Hallin, Inc 1,256.00 1,614.84 5,376 401,426.00 Two Story Addition to Store
10/20/08 08-7671 2327 University Way Dick Clotfelter Clair W Daines Inc 1,546.25 1,005.06 480,000.00 Tenant Improvement
10/20/08 08-8297 12 E Garfield St Sylvan Springs Condos Wagoner Roofing & Remdl 644.25 151,921.00 Commercial Re-Roof
10/20/08 08-8290 123 S 9th Ave RAF 9th Ave I LLC Crack-A-Noon Roofing 49.50 4,000.00 Commercial Re-Roof
10/21/08 08-8308 506 S 23rd Ave Bogen Co of Montana Yant Roofing 169.50 20,000.00 Commercial Re-Roof
10/21/08 08-8195 801 W Main St Unit 1B Snowload LLC Alpenglow Homes Inc 154.50 100.43 18,000.00 Tenant Improvement
10/22/08 08-8320 132 Hoffman Dr Creekside Condos MT Construction Consulting 192.00 23,000.00 Commercial Re-Roof
10/22/08 08-8298 105 W Main St Hotel Baxter Tarpey Construction 391.00 127.07 70,000.00 Alteration
10/22/08 08-8316 1922 W Main St Burger King Corp #2195 Wagoner Roofing & Remdl 139.50 15,564.00 Commercial Re-Roof
10/22/08 08-8249 17 W Main St Montana TheaterWorks Inc Martel Construction Inc 488.50 317.53 100,000.00 Interior Ren/HVAC-Ellen Theatre
10/23/08 08-8323 2100 Fairway Dr Ste 101/102 Richard Weaver Rising Sun Construction 64.50 41.93 6,000.00 Drop Ceiling
10/24/08 08-8342 510 S 23rd Ave Brandt Property Management Pinnacle Roofing Inc 72.00 6,500.00 Commercial Re-Roof
10/27/08 08-8273 115 W Kagy Blvd Unit H Harry & Gail Parks J & K Contractors, Inc 278.25 180.86 40,000.00 Tenant Improvement
10/27/08 08-8352 15 Tai Ln David & Yvonne Jarrett Jarrett Builders, Inc 124.50 14,000.00 Commercial Re-Roof
10/27/08 08-8353 20 Tai Ln David & Yvonne Jarrett Jarrett Builders, Inc 147.00 17,000.00 Commercial Re-Roof
10/27/08 08-8354 22 Tai Ln David & Yvonne Jarrett Jarrett Builders, Inc 147.00 17,000.00 Commercial Re-Roof
10/27/08 08-8268 2405 W Main St Unit 2 J Woodring/Craig Swick Rotherham Construction Inc 154.50 100.43 18,000.00 Tenant Improvement
10/29/08 08-8364 5 W Olive St Ray Ross K B Building & Supply, Inc 207.00 24,716.00 Commercial Re-Roof
10/30/08 08-8310 507 N Ida Ave M5 BS PO LLC Miller Construction, John L 169.50 110.18 20,000.00 Redo Entryway
10/30/08 08-8368 1705 W College St Dudley Development LLC Trademark, Inc 177.00 21,000.00 Commercial Re-Roof
10/31/08 08-8258 801 W Main St, Ste 2b-d Snowload LLC Alpenglow Homes Inc 488.50 317.53 100,000.00 Tenant Buildout
17,628.00 6,609.38 5,376 2,639,077.00
26
DATE PERMIT #ADDRESS OWNER CONTRACTOR PERMIT FEE PLAN CHECK SQ FOOT VALUATION DESCRIPTION
10/02/08 07-6869 1635 Reeves Rd Mark Albrecht Kenco Enterprises 50.00 Security Panel Inspection
10/03/08 08-7577 MSU Animal Bioscience Building State of Montana Montana Wyoming Systems 132.00 85.80 14,900.00 Fire Alarm
10/03/08 07-6995 2327 University Way Dick Clotfelter Montana Wyoming Systems 102.00 66.30 10,995.00 Fire Alarm
10/08/08 07-6557 3269 N 27th Ave Jason, James & Jan Schwartz Montana Wyoming Systems 42.00 27.30 2,600.00 Fire Alarm
10/08/08 08-7387 2051 W Oak St Hawkins Companies Montana Wyoming Systems 49.50 32.18 3,562.00 Fire Alarm
10/14/08 08-7754 2251 W Kagy Blvd #2 Kagy Village LLC Fire Suppression Systems 29.75 19.34 1,700.00 Fire Suppression - Hood
405.25 230.92 0 33,757.00
10/09/08 08-8176 31910 E Frontage Road Michael Huempfner Sign-A-Rama 17.75 11.54 850.00 55' Flagpole
10/09/08 08-8180 1320 N 19th Ave Bridger Peaks LLC Sign-A-Rama 117.00 76.05 12,875.00 3 Wall Signs
10/14/08 08-8240 2152 W Graf St Hope Lutheran Church Sign-A-Rama 102.00 66.30 10,102.00 1 Free Standing/2 Wall Signs
10/15/08 08-8190 129 W Main St Jewelry Studio Media Station/Samolean 57.00 37.05 5,000.00 Illuminated Sign
10/27/08 08-8303 1924 W Stevens St R & M Building Sign-A-Rama 26.75 17.39 1,500.00 Wall Sign
320.50 208.33 0 30,327.00
10/01/08 08-8191 602 N Grand Ave Lauriana Lyle Pinnacle Roofing Inc 57.00 4,500.00 Residential Re-Roof
10/01/08 08-8192 301 Lindley Pl Maribou LLC Eliot Construction 57.00 4,200.00 Residential Re-Roof
10/01/08 08-8194 1425 Ash Dr Penny Gaffney Wagoner Roofing & Remdl 94.50 9,482.00 Residential Re-Roof
10/01/08 08-8193 108 Circle Dr Paul Weingart Wagoner Roofing & Remdl 249.75 33,136.00 Residential Re-Roof
10/03/08 08-8205 1508 S Tracy Ave Kenneth Olson 3 River Construction 79.50 7,727.00 Residential Re-Roof
10/03/08 08-8206 432 N 10th Ave Frederick & Mary Pitt Pinnacle Roofing Inc 72.00 6,200.00 Residential Re-Roof
10/03/08 08-8211 121 S Aylsworth Ave Ed & Wendy Ugorowski Old Roofer 94.50 9,350.00 Residential Re-Roof
10/03/08 08-8208 512 Cutting St Michael & Mary Doyle Shedhorn Construction 57.00 5,000.00 Residential Re-Roof
10/06/08 08-8215 303 E Olive St Daniel Boone Monarch Homes, LLC 147.00 17,000.00 Residential Re-Roof
10/06/08 08-8217 803 O'Connell Dr Laurie Jungst Mt Zion Inc 199.50 24,000.00 Residential Re-Roof
10/06/08 08-8212 322 Lexington Dr James & Regina Barton Wagoner Roofing & Remdl 109.50 11,381.00 Residential Re-Roof
10/06/08 08-8213 1206 S Pinecrest Dr Dee Mast Wagoner Roofing & Remdl 87.00 8,293.00 Residential Re-Roof
10/07/08 08-8220 3103 Hillcrest Dr Donald & Becky Berglund Wagoner Roofing & Remdl 102.00 10,162.00 Residential Re-Roof
10/07/08 08-8221 8 Hill St Jeff & June Safford Aqua Block Roofing 49.50 3,100.00 Residential Re-Roof
10/07/08 08-8222 415 E Olive St A. Kesselheim & M. Zitzer Aqua Block Roofing 42.00 2,400.00 Residential Re-Roof
10/08/08 08-8226 1305 S Black Ave Ron Kinnear Owner 94.50 9,627.00 Residential Re-Roof
10/08/08 08-8224 119 N 10th Ave Teresa & Mark Greenwood Sickler Residential Roofing 79.50 7,485.00 Residential Re-Roof
10/08/08 08-8227 1315 S Bozeman Ave J. & S. Bergantine At Your Service Handyman 57.00 5,000.00 Residential Re-Roof
10/08/08 08-8236 1722 Kenyon Dr Nancy Geesey Arete Builders LLC 57.00 4,500.00 Residential Re-Roof
10/08/08 08-8237 131 S Rouse Ave Larry Newman & Nancy Rosen Arete Builders LLC 49.50 3,600.00 Residential Re-Roof
10/08/08 08-8233 811 O'Connell Dr Kirsten & Kevin Emborg Aqua Block Roofing 49.50 3,300.00 Residential Re-Roof
10/08/08 08-8234 2015 Baxter Dr Monte & Catherine Beck Timmer Roofing, Inc 259.25 35,700.00 Residential Re-Roof
10/08/08 08-8238 100 Heritage Dr Kenneth & Judith Weaver Timmer Roofing, Inc 139.50 16,000.00 Residential Re-Roof
10/08/08 08-8235 420 N 23rd Ave Dirk & Anne Millhouse 3 River Construction 79.50 7,657.00 Residential Re-Roof
10/09/08 08-8245 1206 N Pinecrest Dr James Nechnil Wagoner Roofing & Remdl 49.50 3,750.00 Residential Re-Roof
10/09/08 08-8241 624 N Willson Ave Rita Gaddis Aqua Block Roofing 32.75 1,850.00 Residential Re-Roof
10/09.08 08-8243 424 Fieldstone Dr Joel & Amy Riendeau Shahn Steele Corporation 79.50 8,000.00 Residential Re-Roof
10/13/08 08-8255 510 W Hayes St Stephen Bruner Schutz Fine Woodworks 49.50 4,000.00 Residential Re-Roof
10/13/08 08-8256 521 N 22nd Ave Westland Enterprises Sickler Residential Roofing 72.00 6,200.00 Residential Re-Roof
27
DATE PERMIT #ADDRESS OWNER CONTRACTOR PERMIT FEE PLAN CHECK SQ FOOT VALUATION DESCRIPTION
10/14/08 08-8265 1005 Berthot Dr Fabian & Bruna Menalled Pinnacle Roofing Inc 94.50 9,500.00 Residential Re-Roof
10/14/08 08-8264 3317 W Fieldstone Tim & Donna Minton Pinnacle Roofing Inc 102.00 10,100.00 Residential Re-Roof
10/14/08 08-8262 1116 Cherry Dr Bruce & Jeanne Smith Pinnacle Roofing Inc 87.00 8,784.00 Residential Re-Roof
10/14/08 08-8259 422 N 11th Ave Schwammlein Properties LLC Bridger Roofing Inc 87.00 8,290.00 Residential Re-Roof
10/14/08 08-8267 506 1/2 W Babcock St Cynthia Owings Owner 19.25 1,000.00 Residential Re-Roof
10/14/08 08-8270 314 Lexington Dr Scott & Amy McCormack Cornerstone Management 94.50 9,182.00 Residential Re-Roof
10/15/08 08-8271 812 S 8th Ave Diane Taylor Mt Zion Inc 117.00 12,250.00 Residential Re-Roof
10/15/08 08-8272 818 S 8th Ave Diane Taylor Mt Zion Inc 117.00 12,250.00 Residential Re-Roof
10/15/08 08-8276 915 O'Connell Dr Richard & Rosemary Lee Wagoner Roofing & Remdl 102.00 10,766.00 Residential Re-Roof
10/16/08 08-8278 513 Cambridge Dr Walter & Hallie Banzinger Classics Construction 42.00 3,000.00 Residential Re-Roof
10/16/08 08-8277 302 S Grand Ave Daniel & Vicki Shyne MT Construction Consulting 211.75 26,000.00 Residential Re-Roof
10/17/08 08-8283 311 S 15th Ave Diana Fearn Sickler Residential Roofing 72.00 6,700.00 Residential Re-Roof
10/17/08 08-8288 217 S 3rd Ave Gay & Gordon Gallup Envirocontrol Systems, LLP 102.00 11,000.00 Residential Re-Roof
10/17/08 08-8289 301 E Olive St Michael & Linda Phillips Monarch Homes, LLC 72.00 6,088.00 Residential Re-Roof
10/17/08 08-8292 115 S 10th Ave Margaret J Berg Estate Owner 49.50 3,900.00 Residential Re-Roof
10/20/08 08-8293 1309 S 4th Ave Don & Kay LLC Yant Roofing 79.50 7,800.00 Residential Re-Roof
10/20/08 08-8294 815 Blackmore Pl Kay Davidson Precision Roofing 102.00 10,100.00 Residential Re-Roof
10/20/08 08-8295 500 Concord Dr E. & C. Dratz Wagoner Roofing & Remdl 162.00 18,676.00 Residential Re-Roof
10/20/08 08-8296 1417 Ash Dr Marc & Marianne Giullian Wagoner Roofing & Remdl 94.50 9,265.00 Residential Re-Roof
10/20/08 08-8299 2813 Colter Ave John Lammers Twilight Roofing 109.50 11,858.00 Residential Re-Roof
10/20/08 08-8305 909 W Curtiss St Marilyn Raffensperger Nordic Contracting 87.00 8,023.00 Residential Re-Roof
10/20/08 08-8301 552 Concord Dr Merlin & Linda Nelson Timmer Roofing, Inc 117.00 12,430.00 Residential Re-Roof
10/20/08 08-8302 409 Park Pl Robert Sterling Envirocontrol Systems, LLP 94.50 10,000.00 Residential Re-Roof
10/20/08 08-8300 108 E Lincoln St George 7 Elizabeth McClure McCormick Construction 72.00 6,547.00 Residential Re-Roof
10/21/08 08-8309 375 Peace Pipe Dr Nancy & Timothy Swanson Pyramid Property Services 102.00 10,500.00 Residential Re-Roof
10/21/08 08-8313 405 S Bozeman Ave Mary Rauch Owner 49.50 3,500.00 Residential Re-Roof
10/22/08 08-8315 1316 Cherry Dr Joel & Michelle O'Brien Wagoner Roofing & Remdl 109.50 11,969.00 Residential Re-Roof
10/22/08 08-8318 104 W Garfield St Andrea Bennett Sutton Homebuilding 42.00 2,500.00 Residential Re-Roof
10/22/08 08-8321 5 N Yellowstone Ave Kay Davidson Precision Roofing 64.50 5,403.00 Residential Re-Roof
10/22/08 08-8319 162 Chouteau Ave James & Pamela Clark MT Construction Consulting 94.50 9,100.00 Residential Re-Roof
10/22/08 08-8317 1409 S Black Ave Helen P Frazier Trust Ash Construction Inc 57.00 4,500.00 Residential Re-Roof
10/22/08 08-8322 3016 Secor Ave William & Barbara Shontz Meridian Roofing Services 87.00 9,000.00 Residential Re-Roof
10/22/08 08-8325 1212 S Bozeman Ave James & Frances Hyem Sickler Residential Roofing 87.00 8,895.00 Residential Re-Roof
10/23/08 08-8332 1301 W Story St Phil Maurer/Melvin Heckman Phil Maurer Construction 42.00 3,000.00 Residential Re-Roof
10/23/08 08-8329 1305 S Bozeman Ave Bryan Finocchio Casey Craigle Construction 49.50 3,800.00 Residential Re-Roof
10/23/08 08-8327 2402 Westridge Dr Michael King A Higher Calling Roofing, Inc 49.50 4,000.00 Residential Re-Roof
10/23/08 08-8331 103 Peace Pipe Dr John & Shannon Weber Rotherham Construction Inc 109.50 11,901.00 Residential Re-Roof
10/23/08 08-8333 1214 Cherry Dr Scott & Kristin Bryant KT Construction 64.50 6,000.00 Residential Re-Roof
10/23/08 08-8334 1013 E Olive St Durward & Sara Sobek 3 River Construction 94.50 9,873.00 Residential Re-Roof
28
DATE PERMIT #ADDRESS OWNER CONTRACTOR PERMIT FEE PLAN CHECK SQ FOOT VALUATION DESCRIPTION
10/23/08 08-8336 2718 Langohr Ave Richard & Janet Schneider Timmer Roofing, Inc 102.00 10,990.00 Residential Re-Roof
10/24/08 08-8343 1202 S Cedarview Dr Samuel Deboer Schneider's Valley Const.57.00 5,000.00 Residential Re-Roof
10/24/08 08-8341 2030 Chambers Dr Scott & Wendy McCullough Timmer Roofing, Inc 199.50 23,450.00 Residential Re-Roof
10/24/08 08-8339 1122 N Spruce Dr Jacob Wheeler Owner 42.00 2,923.00 Residential Re-Roof
10/24/08 08-8338 1205 S Grand Ave Stanley & Kerry Crouse Precision Roofing 64.50 5,200.00 Residential Re-Roof
10/27/08 08-8351 2010 Baxter Dr Arlyn & Jeanette Selting Timmer Roofing, Inc 154.50 17,565.00 Residential Re-Roof
10/27/08 08-8350 507 Flathead Ave Valerie Petersen 3 River Construction 117.00 12,178.00 Residential Re-Roof
10/27/08 08-8349 1504 S Rouse Ave Michael & Lori Keyshae Sickler Residential Roofing 79.50 7,885.00 Residential Re-Roof
10/27/08 08-8345 1116 N Cedarview Dr Heather Devine Owner 22.25 1,200.00 Residential Re-Roof
10/27/08 08-8344 1140 N Cedarview Dr Eleanor Schwarzkoph Eliot Construction 64.50 5,200.00 Residential Re-Roof
10/27/08 08-8291 214 E Lamme St City of Bozeman Rotherham Construction Inc 73.00 7,450.00 Demolition of Acc Apt
10/28/08 08-8358 1407 S Rouse Ave Michael & LaDonna Ivie Arete Builders LLC 64.50 5,300.00 Residential Re-Roof
10/28/08 08-8355 512 E Granite Ave Leon & Theresa Potkay A Higher Calling Roofing, Inc 94.50 9,561.00 Residential Re-Roof
10/28/08 08-8361 1433 Cherry Dr Kerry & Trina Fortney HJM Construction LLC 72.00 6,200.00 Residential Re-Roof
10/29/08 08-8362 423 W Curtiss St I Koloms & E. Smith Authentic Roofing Inc 94.50 10,000.00 Residential Re-Roof
10/30/08 08-8367 1145 Cherry Dr Robert & Michele Mitchell Wagoner Roofing & Remdl 87.00 8,703.00 Residential Re-Roof
10/31/08 08-8370 124 S Aylsworth Ave Douglas Bartholomew Wagoner Roofing & Remdl 64.50 5,797.00 Residential Re-Roof
10/31/08 08-8369 407 Golden Valley Dr Steve Cichon Timmer Roofing, Inc 57.00 5,000.00 Residential Re-Roof
10/31/08 08-8372 3005 Spring Meadows Dr Kenneth Ostermiller Timmer Roofing, Inc 207.00 25,000.00 Residential Re-Roof
10/31/08 08-8380 1133 S Spruce Dr Jeremy & Jennifer Kingma 3 River Construction 94.50 9,934.00 Residential Re-Roof
10/31/08 08-8378 1017 E Curtiss St Gary & Florence Guest 3 River Construction 132.00 14,073.00 Residential Re-Roof
10/31/08 08-8379 716 S Tracy Ave Kathryn Shreve 3 River Construction 64.50 5,559.00 Residential Re-Roof
8,044.00 0.00 0 814,218.00
10/01/08 08-8024 1014 Brookdale Dr G. Adams & C. Fastnow Mahar Homes 1,094.00 1,012.93 4,832 421,676.00 SFD
10/23/08 08-8228 986 Knolls Dr Bozeman Deaconess RE Chase-Skogen Homes 453.00 419.43 2,000 163,414.00 SFD
10/24/08 08-8006 420 Enterprise Blvd Meadow Creek Partners LLC Capstone Builders Inc 1,648.00 782.94 7,278 651,649.00 4-Plex
10/28/08 08-8137 1167 N Yellowstone Ave Trevor Smith Winter Homes Construction 460.00 425.91 2,032 164,140.00 SFD
10/28/08 08-8132 757 Jardine Ave Oak Springs Estates LLC G & C Construction LLC 538.00 498.13 2,375 199,672.00 SFD
10/28/08 08-8133 763 Hardine Ave Oak Springs Estates LLC G & C Construction LLC 538.00 250.00 2,375 199,672.00 SFD
10/28/08 08-8134 811 Jardine Ave Oak Springs Estates LLC G & C Construction LLC 501.00 463.88 2,212 185,445.00 SFD
10/28/08 08-8135 853 Jardine Ave KCGC LLC G & C Construction LLC 469.00 434.25 2,070 170,420.00 SFD
10/29/08 08-8197 2427 Gallatin Green Blvd Baxter Meadows Develop.Baxter Meadows Develop LP 425.00 393.51 1,876 154,157.00 SFD
10/29/08 08-8198 2449 Gallatin Green Blvd Baxter Meadows Develop.Baxter Meadows Develop LP 453.00 419.43 1,998 165,858.00 SFD
10/29/08 08-8199 2433 Gallatin Green Blvd Baxter Meadows Develop.Baxter Meadows Develop LP 453.00 419.43 2,000 166,050.00 SFD
10/29/08 08-8138 1141 N Yellowsone Ave Trevor Smith Winter Homes Construction 461.00 426.84 2,037 164,678.00 SFD
10/31/08 08-8124 4389 Brookside Ln Rosa Construction Rosa Johnson Construction 714.00 332.55 3,155 268,860.00 Duplex
8,207.00 6,279.23 36,240 3,075,691.00
29
DATE PERMIT #ADDRESS OWNER CONTRACTOR PERMIT FEE PLAN CHECK SQ FOOT VALUATION DESCRIPTION
10/03/08 08-7490 411 W Curtiss St Chris & Rebecca Kurowski Owner 132.00 85.80 15,000.00 Egress Windows/Basement
10/06/08 08-8047 330 Lindley Pl Nels Nelson Renaissance Renovations LLC 183.50 127.28 128 29,849.00 Interior Remodel/Addition
10/07/08 08-8223 305 N 21st Ave Mary Manry Owner 42.00 2,400.00 Deck Replacement
10/13/08 08-8012 1222 S Rouse Ave Jalal Owner 42.00 27.30 3,000.00 Interior Remodel
10/13/08 08-8173 1710 Greek Way Bowman House Inc Owner 26.75 17.39 1,500.00 Convert Bathroom
10/13/08 08-7355 906 S Black Ave William & Kathleen Bartlett Bozeman Builders 57.00 37.05 5,000.00 Legalize Duplex
10/14/08 08-8257 709 S 12th Ave Ann Morgan & Yanof Maxwell Owner 11.75 7.64 125.00 Shed Roof over Window
10/15/08 08-8216 611 S Tracy Ave J. Elliott & J. Ham MGC, LLC 64.50 41.93 6,000.00 (2) Egress Windows
10/20/08 08-8250 217 S 6th Ave Mark & Julia Haggerty Paradigm Home Builders 456.00 296.40 90,000.00 Foundation/Repair/Remodel
10/23/08 08-8225 308 S 5th Ave Daniel & Katie Adams Owner 19.25 12.51 1,000.00 One Egress Window
10/24/08 08-8337 612 S 10th Ave Peter Ohman Montana Construction Works 302.00 196.30 45,000.00 Interior Remodel/Window Repl.
10/29/08 08-8207 424 N Wallace Ave David Viciedo Owner 491.75 319.64 101,000.00 Basement/Covered Parking
10/30/08 08-8346 404 W Story St Scott & Suzanne Taylor Bozeman Builders 102.00 66.30 11,000.00 Move Bathroom
1,930.50 1,235.54 128 310,874.00
40,678.25 19,215.21 59,102 8,588,947.00
October 2008: 162 Permits; 17 New Housing Units; $8,588,947.00 Valuation
October 2007: 109 Permits; 54 New Housing Units; $13,149,796.00 Valuation
30
Mr Chris Kukulski
City Manager
PO Box 1230
Bozeman MT 59771
Dear Mr Kukulski:
No.Fee No. Fee
Electrical Permits 70 $10,439.50 108 $10,038.00
Plumbing/Mechanical Permits 72 13,309.00 177 15,275.25
Moving Permits 0 0
Demolition Permits 0 0.00 2 40.00
Penalty Fees 20 3189.25
Fire Alarm/Supression Systems 6 405.25 12 2,507.00
Plan Check Fees 67 35,573.14 85 22,622.35
Building Permits 155 33,270.25 90 34,653.00
SUB-TOTALS:390 96,186.39 474 85,135.60
Investigation Fees
Uniform Code Books
Other Bldg Div Rev.
New Water - Residential 17 4,624.65 45 11,611.62
Water Payback Fees
New Water - Commercial 2 619.53
New Sewer - Residential 13 273.00
Sewer Payback Fees
New Sewer - Commercial 2 42.00
Water/Sewer Inspection Fee 19 1,900.00 45 4,500.00
Water Renewal
Sewer Renewal
Eng. Maps/Prints/Docs 5 22.50 18 105.85
Floodplain Dev. Permits
Waste Water Dischg. Permits
Degredation Permit 2 221.40 2 1,590.75
Street Cut Permits 5 250.00 3 500.00
Street/Alley Vacation Fees
Cash-in-Lieu of Water Rights 1 5,571.81
Planning Docs/Maps
Master Plan Amendment
Subdivision Review Fees 5 19,320.46
Improvements Agreement 2 600.00
Other Planning Div. Rev. 49 1,652.45 45 1,439.00
Zoning/Comm. Dev. Docs/Maps
Planning & Zoning 39 21,502.93
Site Plan Review 7 3,750.00
Code Enforcement 3 750.00
Overlay District Review 2 150.00
Conditional Use Appl. CUP 2 125.00
Certificate of Appropriateness COA 4 1,625.00 15 1,240.00
Board of Adj. Review/Variance 1 2,200.00
Annexation Fees
Zone Code Books
Other Zoning/CD Rev/Sign Tag
Planned Unit Development - PUD
Street Impact Fees 18 262,469.08 47 151,231.49
Fire Impact Fees 16 13,522.37 45 89,144.65
Water Impact Fees 18 77,357.22 45 153,783.10
WasteWater Impact Fees 15 55,249.52 47 183,798.00
SUB-TOTAL: 231 450,453.46 373 622,289.92
TOTAL RECEIPTS: 621 546,639.85 847 707,425.52
Respectfully submitted,
Cal Doerksen
Interim Chief Building Official
20072008
The following report is submited to show the permits issued and fees charged for
the month of October 2008. The list of building, plumbing and electrical permits are
attached in addition to the monthly and yearly summary of housing and commercial
building activity.
31
Housing YTD YTD YTD
October Permits Units Valuation Permits Units Valuation
2008 162 17 8,588,947 889 235 129,516,088
2007 109 54 13,149,796 807 661 219,489,439
2006 66 48 23,693,201 709 557 171,432,051
2005 85 115 26,782,470 753 819 172,820,182
2004 82 115 15,473,989 824 744 117,097,646
2003 81 126 11,512,019 766 538 112,352,650
2002 91 97 12,545,627 699 433 73,274,766
2001 77 73 10,631,284 585 354 71,045,437
2000 65 24 5,399,251 560 329 71,028,559
1999 64 21 5,800,515 599 474 73,662,820
1998 64 37 5,896,653 654 326 47,908,538
1997 77 34 3,853,851 698 247 60,809,603
1996 91 32 10,657,533 689 430 49,566,845
1995 98 215 12,176,007 634 418 48,437,816
1994 49 20 3,336,060 426 280 47,970,847
1993 50 31 4,519,728 465 300 39,146,813
1992 48 33 3,414,118 385 199 23,747,357
1991 46 27 4,469,167 292 187 30,803,076
1990 21 8 1,667,837 426 280 47,970,847
1989 27 11 1,255,333 147 70 13,109,929
1988 20 8 419,977 120 39 6,102,284
1987 16 8 876,700 165 39 9,373,648
1986 35 6 1,430,312 215 107 15,237,211
1985 25 14 823,326 248 144 15,373,271
1984 31 22 9,358,420 286 192 26,628,777
1983 41 24 3,578,188 334 227 17,086,998
Month of October
TWENTY-SIX YEAR BUILDING PERMIT BREAKDOWN
32
SINGLE MONTH COMPARISON FOR 10 YEAR BUILDING PERMITS
BUILDING DEPARTMENT -- CITY OF BOZEMAN
BP\U Valuation BP\U Valuation BP\U Valuation BP\U Valuation BP\U Valuation
New Construction
Single Family 11 2,155,182 28 6,403,092 10 2,577,813 23 5,952,545 12 2,574,252
Multi Family 1\4 651,649 3\11 1,546,004 7\34 3,130,567 12\74 5,385,806 9\67 4,909,657
Duplex 1\2 268,860 1\2 363,654 1\2 404,745 13\26 3,523,923
Townhomes 13 2,029,141 2 411,174 14 2,370,366 10 1,983,773
Commercial 3 1,685,003 9 15,890,062 4 10,197,335 5 1,694,279
Other 1 70,046
SUB-TOTAL 16\20 4,760,694 45\55 10,341,891 28\55 22,009,616 55\118 24,380,843 49\120 14,685,884
Improvements
Residential 13 310,874 24 725,928 15 286,174 13 262,446 19 238,655
Commercial 32 2,639,077 23 1,627,658 18 1,263,351 10 1,990,911 9 491,655
Fire Supression Systems 6 33,757 12 405,835 3 112,660 3 135,270 4 57,795
Other 95 844,545 5 48,484 2 21,400 1 1,000
SUB-TOTAL 146 3,828,253 64 2,807,905 38 1,683,585 27 2,389,627 32 788,105
TOTAL PERMITS 162\166 8,588,947 109\118 13,149,796 66\93 23,693,201 82\145 26,770,470 81\152 15,473,989
BP\U Valuation BP\U Valuation BP\U Valuation BP\U Valuation BP\U Valuation
New Construction
Single Family 17 2,659,501 36 4,833,657 31 3,852,577 20 2,562,717 18 2,022,655
Multi Family 6\79 4,880,078 6\56 3,058,925 5\24 1,857,704
Duplex 11\22 2,484,832 8\16 1,832,111 2\4 232,803 1\2 144,535
Townhomes 8 809,050
Commercial 2 45,473 3 3,262,018 2 225,935 1 132,854 4 1,946,176
Other 1 45,543 2 111,494
SUB-TOTAL 44\128 10,878,934 45\95 11,154,600 46\73 7,768,327 24\26 2,973,917 25\26 4,224,860
Improvements
Residential 20 142,465 24 516,627 21 11,111 29 466,635 23 301,471
Commercial 17 490,620 15 874,400 7 220,856 9 1,789,700 13 997,183
Fire Supression Systems
Other 3 169,000 3 277,000
SUB-TOTAL 37 633,085 39 1,391,027 28 231,967 41 2,425,335 39 1,575,654
TOTAL PERMITS 81\165 11,512,019 84\134 12,545,627 74\101 8,000,294 65\67 5,399,252 64\65 5,800,514
Oct-99
Oct-08 Oct-07 Oct-04Oct-06 Oct-05
Oct-00Oct-01Oct-02Oct-03
33
MONTH STREET FIRE WATER WW MONTHLY YTD
January 89,991.39 10,175.57 53,545.52 57,858.22 211,570.70 211,570.70
February 36,140.31 1,308.98 43,281.59 42,411.95 123,142.83 334,713.53
March 168,601.25 11,972.70 129,943.21 116,008.00 426,525.16 761,238.69
April 173,133.99 32,787.35 112,384.00 98,937.81 417,243.15 1,178,481.84
May 127,071.42 10,211.46 119,729.52 111,918.27 368,930.67 1,547,412.51
June 87,034.92 4,097.83 56,728.64 50,644.96 198,506.35 1,745,918.86
July 127,379.25 8,495.42 55,009.58 49,109.75 239,994.00 1,985,912.86
August 398,549.98 21,122.41 87,671.53 78,269.19 585,613.11 2,571,525.97
September 81,239.28 27,616.98 137,395.84 122,659.98 368,912.08 2,940,438.05
October 262,469.08 13,522.37 77,357.22 55,249.52 408,598.19 3,349,036.24
November
December
PLAN Fire Alarm/Penalty/
MONTH BUILDING REVIEW ELECTRIC PLUMBING Suppression Other Fees Monthly YTD
June, 09
May, 09
April, 09
March, 09
February, 09
January, 09
December, 08
November, 08
October, 08 33,270.25 35,573.14 10,439.50 13,309.00 405.25 3,189.25 96,186.39 382,222.13
September, 08 52,555.43 22,058.75 7,699.25 11,089.50 1,335.50 1,927.00 96,665.43 286,035.74
August, 08 34,329.77 23,924.37 5,034.50 15,389.75 295.75 1,936.00 80,910.14 189,370.31
July, 08 55,037.23 30,447.44 7,244.50 12,072.75 1,072.25 2,586.00 108,460.17 108,460.17
IMPACT FEES 2008
BUILDING REVENUE, FISCAL YEAR 2009
34
Housing Starts Remodels & Additions
Figures are for (includes fences, garages & reroofs)
October-08
Permits\Units Valuation Sq Footage #Valuation
Single Family 11 2,155,182 25,807 Residential 103 1,125,092
Duplex 1\2 268,860 3,155 Commercial 32 2,639,077
Multi-Plex 1\4 651,649 7,278 COMMERCIAL STARTS
Townhome Bldgs Valuation Sq Footage
Other
CITY 3 $1,685,003 17,358
Total New:13\17 $3,075,691 36,240
35
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Bob Murray, Project Engineer
Chris Kukulski, City Manager
SUBJECT: Bozeman Water Reclamation Facility Project
MEETING DATE: 11/10/08
RECOMMENDATION: Approve and authorize City Manager to sign the Notice of Award.
BACKGROUND: Attached is a copy of the Notice of Award for the above referenced
project. The project is for a complete replacement/upgrade of the existing
plant to a full biological nutrient removal facility. The upgrade is
necessary to keep the plant in compliance with the DEQ permit and to
provide the needed capacity to accommodate growth in the future.
Bids were opened on October 1st, with six bids being received. The low
bid was received from Williams Brothers Construction, LLC. Upon
review by the City’s consultant it was determined that the bid was
responsive and the bidder was responsible. Williams Brothers bid of
$52,066,026.00 was significantly higher than the engineer’s estimate of
$40,000,000.00. The project was bid with a number of different
components many of which have not been included in this
recommendation of award. As a result, the total recommended amount of
the award is $35,942,233.00. It should be noted that a few of the items
that were eliminated from the bid are going to be re-packaged and re-bid.
All of this is discussed in further detail in the attached bid award
recommendation which is also the subject of tonight’s presentation.
Also attached is the certified bid tab, the formal recommendation of award
from the City’s consulting engineer, and the memo regarding project
financing from Finance Director Rosenberry.
FISCAL EFFECTS: See attached memo from Finance Director Rosenberry
ALTERNATIVES: Disapprove
Respectfully submitted,
_________________________________ ____________________________
Robert J. Murray Jr., Project Engineer Chris A. Kukulski, City Manager
Attachments: Notice of Award
Award Recommendation
Bid Award Recommendation Pres.
Certified Bid Tab
Financing Scenarios Memo
Report compiled on 11/06/08
Page | 1
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Anna Rosenberry, Finance Director
Chris Kukulski, City Manager
SUBJECT: Financing Scenarios for Water Reclamation Facility, Phase 1
MEETING DATE: November 6, 2008 Commission Policy Meeting
RECOMMENDATION: Provide questions and comments regarding the Financing Scenarios
for the Water Reclamation Facility. Any questions that cannot be answered during this Policy
Meeting will be researched, and answers will be provided at the November 10, 2008 Public
Hearing.
This meeting is not expected to address issues of the construction project itself. The attached
Project Bid Award Alternative outlines some of those details and representatives from HDR
Engineering will be presenting those details at the November 10, 2008 Commission meeting.
BACKGROUND: For a number of years, the City has been preparing to make significant
upgrades to its only wastewater treatment plant (Water Reclamation Facility.) We knew the
existing plant was reaching its design capacity and loading limits, and have been watching and
monitoring the situation for a number of years. In anticipation of a large expansion project, the
City began raising wastewater rates in the summer of 2005 (FY06). Although we didn’t know
Page | 2
the scope or cost of the project at the time, we knew that the existing rates had little room for
debt service payments or even the design costs that a new plant would bring.
YEAR FY06 FY07
Rate Increase 15% 10%
Average Residential Customer Bill $19.70/month $21.67/month
In January 2006 Morrison & Maierle Consulting Engineers completed a comprehensive
Wastewater Facilities Plan. The plan was based on a population growth rate of 5% each year and
recommended the City proceed with a 3-phased project schedule that included the construction
of a new Biological Nutrient Reduction (BNR) facility that is capable of handling our increased
flows while also reducing the amount of Total Nitrogen and Total Phosphorous discharged to the
East Gallatin River.
In April 2007, the Commission adopted the Comprehensive Wastewater Rate Study. This study
assumed a 5% growth in customers each year, which matched the growth elements of the Facility
Plan. It outlined recommended changes to the City’s wastewater customer charges that sought to
properly assign the costs of service to each class of customers, and adequately fund operations,
maintenance and capital needs. It established recommended operating and capital reserve
amounts (a total of approximately $2.4 million) and funded CIP projects in an amount equal to
annual deprecation. Where we didn’t have CIP projects identified that totaled annual
depreciation costs, the rate study funded “unidentified CIP projects.” The rate study anticipated
spending a total of $38.1 Million on the design and construction of the plant; 67% of the costs
assigned to the utility fund and 33% to impact fees for the capacity expanding portions of
construction. At that time, the construction amount was based on the estimate contained in the
2006 Wastewater Facility Plan prepared by Morrison Maierle, as design work had not yet begun
on the project. The recommended rate increases were as follows:
Page | 3
YEAR FY08 FY09 FY10 FY11 FY12
Recommended
Rate Increase
ADOPTED
5%
ADOPTED
9%
9%
2%
2%
Average Residential
Customer Bill
$22.75/month
$24.80/month
$27.03/month
$27.57/month
$28.12/month
In August 2007, we received an updated engineer’s estimate of the costs of the facility. With
50% of the design completed, it was estimated that the project would have a total cost of $43.6
million. The increased costs of $3.6 million to the utility would come from what the rate study
had designated as “unidentified CIP projects” and the increase of $1.9 million to impact fees
would be funded by money that was estimated to be collected in the next three years (we were
averaging $2 million/year in wastewater impact fee collections at the time.) Given this funding
scenario, there was no need to increase rates above the study amounts.
In April 2008, we received another updated engineer’s estimate of the costs of the facility, at the
100% design stage. This estimate put the total project cost at $49 million; all of the amounts set
aside for “unidentified CIP projects” would be utilized on the plant in FY09-12, reserves would
be decreased, and it was likely that the FY11 and FY12 rate increases would be higher than
planned. At that time, the national economy was beginning to effect local construction and we
were optimistic that we would see favorable bids on the plant construction project. We moved
forward with the already-adopted 9% rate increase, knowing that bids would be opened in early
October and a re-tooling of future rates might need to occur.
The existing plant has reached its original design capacity of 5.8 MGD. Current organic
loadings (lbs of BOD) now exceed the plant’s original design capacity for BOD by more than
20%. These critical loading parameters clearly point to the need for a major facility expansion.
The City’s current MPDES (Montana Pollution Discharge Elimination System) permit includes a
compliance schedule that requires us to begin removing total nitrogen and total phosphorous by
September 2011 to meet interim Nutrient Standards set by the State Department of
Environmental Quality. In order to meet the requirements of this schedule, the city needs to
Page | 4
move forward with the construction of a BNR facility, as our existing facility is not designed to
remove nitrogen & phosphorous.
Bids received for the BNR facility on October 1, 2008 put the total project costs at a low of
$65.7 Million (low bid) to a high of over $80.5 Million (high bid.)
Because the low bid was so much higher than our estimate, the project has been scaled back but
will still meet our permit requirements established for September 2011. Total adjusted project
price is now estimated at $53.8 Million, $4.8 Million over the April 2008 estimate. Attached is
the Project Bid Award Alternatives memo, from HDR Engineering, which discusses the low bid
and total price elements. (Engineers will be here on Monday, November 10, 2008 to explain the
changes that have been made to the scope of the project.)
At the same time that project costs have grown, we have seen a significant decline in local
construction activity and impact fee collections. While we met the 5% growth estimates in FY07
& FY08, we now believe it appropriate that the growth estimate should be scaled down for the
next few years. We also need to adjust estimated impact fee collections for FY09-FY12. We
now believe we will not have all of the impact fee-related costs covered by impact fee
collections. Depending on future impact fee collections, conservative estimates show we’ll have
between $13.1 and $13.9 million in wastewater impact fees available for this project, leaving
nearly a zero balance in the fund and no other projects planned for FY10-12.
TOTAL PROJECT COSTS UTILITY FUND – 67% IMPACT FEE ELIGIBLE – 33%
$53,800,000 $36,046,000 $17,754,000
These two elements (estimates of growth and impact fee collections) play an important role in
how much rates will need to be increased in the coming years to fund the utility. We’d like to
explore four scenarios and the rate implications under each.
Shops Project: Previous budgets have included a total of $3 million from the water &
wastewater utility funds to be part of the funding for construction/renovation of a City Shops
Page | 5
complex. Specifically, $1.5 million was included in the rate study for the wastewater fund.
This project is not ready for construction but remains an important factor for the future of
wastewater system maintenance. Scenario #1 & #3 assume we would spend a total of $1.5
million from the wastewater fund on this project in FY09. Scenario #2 & #4 delete the money
for the Shops Complex and would require future rate increases and/or borrowing to fund the
project.
Very Low Growth Scenarios – a Worst Case
These scenarios recognize that construction and building activity continued in the summer and
early fall of 2008. Under these scenarios, we estimate a 1% growth (approximately 20% of the
previous year) in customers in FY09, and 0% growth in FY10-12. Total impact fees dedicated to
the project would be $13,126,000, spending all that’s estimated to be available. We have
calculated the borrowing amount so that our cash reserves at the end of this project (FY12) are
approximately $2.0 million.
1. Scenario #1: Limited growth in FY09 and no growth in FY10-12, includes Shops Project.
Scenario #1 Growth Estimate
FY09/10/11/12
Impact Fee Est.
FY09/10/11/12
Total Borrowing Ending Cash
Reserves
1%/0/0/0 $400,000/0/0/0 $30,600,000 $2,020,000
Rate Increase
FY10
Rate Increase
FY11
Rate Increase
FY12
Effective Rate
Increase from
FY09
FY12 Average
Residential
Customer Bill
16.5% 16.5% 16.5% 58.1% $39.22/month
2. Scenario #2: Limited growth in FY09 and no growth in FY10-12, without Shops Project.
Scenario #2 Growth Estimate
FY09/10/11/12
Impact Fee Est.
FY09/10/11/12
Total Borrowing Ending Cash
Reserves
1%/0/0/0 $400,000/0/0/0 $29,100,000 $2,055,000
Rate Increase
FY10
Rate Increase
FY11
Rate Increase
FY12
Effective Rate
Increase from
FY09
FY12 Average
Residential
Customer Bill
15.0% 15.0% 15.0% 52.0% $37.72/month
Page | 6
Moderate Growth Scenarios – a Better Outlook
These scenarios recognize that construction and building activity continued in the summer and
early fall of 2008, and assume for a slightly lower but steady level of growth each year through
FY12. Total impact fees dedicated to the project would be $13,926,000, spending all that’s
estimated to be available. Again, we have calculated the borrowing amount so that our cash
reserves at the end of this project (FY12) are approximately $2.0 million.
Estimating levels in impact fee revenue is difficult as the amount charged to a project depends on
the use of the building. For example, we have collected approximately $280,000 in wastewater
impact fees in the first four months of this fiscal year.
3. Scenario #3: Moderate growth in FY09-FY12 with Shops Project.
4. Scenario #4: Moderate growth in FY09-FY12 without Shops Project.
Scenario #4 Growth Estimate
FY09/10/11/12
Impact Fee Estimate
FY09/10/11/12
Total Borrowing Ending Cash
Reserves
2%/2%/2%/2% $400K/300K/300K/300K $28,300,000 $2,080,000
Rate Increase
FY10
Rate Increase
FY11
Rate Increase
FY12
Effective Rate
Increase from
FY09
FY12 Average
Residential
Customer Bill
11.0% 11.0% 11.0% 36.7% $33.92
State Revolving Loan Fund: All borrowing for this project is anticipated to be done through
the State of Montana’s Revolving Loan Program. We have been formally approved for $19
Million at a rate of 3.75% over a 20 year term. We have also received verbal communication
from the Program’s Financial Advisor, Anna Miller, that they will be able to fund an additional
Scenario #3 Growth Estimate
FY09/10/11/12
Impact Fee Estimate
FY09/10/11/12
Total Borrowing Ending Cash
Reserves
2%/2%/2%/2% $400K/300K/300K/300K $29,800,000 $2,070,000
Rate Increase
FY10
Rate Increase
FY11
Rate Increase
FY12
Effective Rate
Increase from
FY09
FY12 Average
Residential
Customer Bill
12.5% 12.5% 12.5% 42.4% $35.31/month
Page | 7
$11 Million at the same terms for our project. Once we have resolved the issue of how much to
borrow, we will move forward with preparation of the necessary Bond Resolutions. We
anticipate receiving our first of three funding draws in spring of 2009.
This program provides an advantage to the city with very low-cost interest rates. Current market
rates on revenue bonds are difficult to estimate, given the condition of the financial markets, but
could be as high as 6.5%. Without the State Loan program, such a revenue bond would add an
additional $11 Million in interest costs over the life of the project; or, $560,000 in additional
interest costs per year.
Grants: The city has pursued a number of grants for this project. Currently, all of our funding
scenarios include the receipt of $300,000 for the generator (EPA-STAG) that has been formally
awarded. Not included in any of the scenarios are the following:
1. 2009 Federal Appropriation Request (STAG and WRDA); $5 Million requested;
estimated total of $1 million was included in two different bills, neither were
signed by the President; projected to be taken up after the election and be signed
in February or March of 2009.
2. 2008 Treasure State Endowment Program Request; $750,000; recommendations
expected from the Governor’s office by mid-November; appropriated by 2009
Legislature.
3. 2010 Federal Appropriation Request; yet to be made; likely to be signed in
February or March 2009.
4. 2nd Federal Economic Stimulus Bill – we are tracking with our Congressional
Delegation for any indications that such a bill would likely fund projects of this
type. The timelines of our project seem to be favorable for Stimulus Funding.
If any of these amounts are awarded, they could positively impact the balance of reserves, the
amount of borrowing, and/or the rate increases necessary. At the time of a grant award, we
would present to the Commission any policy or financial questions related to accepting the grant
funds.
Page | 8
FISCAL EFFECTS: Although no formal decisions can be made at this policy meeting, the
November 2008 anticipated award of the bid to construct the Water Reclamation Facility will
have far reaching effects on City wastewater rate customers, and the finances of our wastewater
utility and wastewater impact fee funds. This project requires substantial borrowing that will
obligate the wastewater fund to 20 years of debt service payments.
SCENARIO SUMMARY ANNUAL RATE
INCREASE EACH YEAR
FY10,11,12
TOTAL
EFFECTIVE RATE
INCREASE
FY12 AVERAGE
RESIDENTIAL BILL
1. No Growth w/Shop 16.5% 58.1% $39.22/month
2. No Growth No Shop 15.0% 52.0% $37.72/month
3. Moderate Growth w/Shop 12.5% 42.4% $35.31/month
4. Moderate Growth No Shop 11.0% 36.7% $33.92/month
ALTERNATIVES: As suggested by the City Commission.
Respectfully submitted,
Anna Rosenberry, Finance Director Chris Kukulski, City Manager
Report compiled on: November 3, 2008
Attached Documents: Project Bid Award Alternative, HDR Engineering, Inc.
Bozeman WRF Phase 1 Improvements Project Page 1
City of Bozeman Water Reclamation Facility (WRF)
Phase 1 Improvements Project
Project Bid Award Alternative
Prepared by: Dan Harmon
Date: October 21, 2008
Following receipt of Bids on Wednesday October 1, 2008, the City of Bozeman’s leadership
team and HDR/MMI met on October 9, 2008 to discuss project budget and the potential
for increasing the project budget to align with the higher project bid pricing received. The
meeting concluded that the WRF Phase 1 project should be reduced in scope to address the
lowering of City Impact Fee projections and the impact a larger project cost and subsequent
debt service would have on projected wastewater utility rates. The City leadership team
directed HDR/MMI and City staff to determine the minimum project elements that should
be included as part of the Phase 1 project and determine the minimum scope of the project
given actual bid costs.
Working from the eleven (11) Bid Items included in the Bid Proposals (refer to the attached
Certified Bid Tabulation), Table 1 on the following page provides a summary of the revised
project elements the HDR/MMI and City staff determined should be included in the Phase
1 project. The goal was to re-package the project plan to ensure that the City completes
critical Phase 1 facilities, while bringing the overall project cost closer to the City’s budget
limits. HDR/MMI made inquiry contacts to the two Apparent Low bidders to discuss
greater details of their project bids and investigate options for adding several of the
eliminated Bid Items (in different form) back into the project. Some feedback to the
HDR/MMI inquiries was received late today and is discussed in more detail below.
The left column of Table 1 presents the original Engineer’s estimate, and includes a 10%
contingency and estimated engineering and administration services costs to equal the original
Total Estimated Project Cost of approximately $51,900,000 ($52 million project). This
excludes the installation of a microturbine for energy recovery, but does include the
installation of high strength waste and grease receiving systems needed to address wastes
received from the Country Classic Dairy facility. The cost also included the estimated cost
for installation of energy recovery systems for the Administration/Laboratory Building.
In the center column of Table 1, the Total Estimated Project Cost is presented assuming all
eleven (11) bid items were awarded and constructed using the apparent low bidder’s cost
estimate. This project award scenario totals approximately $66 million. This scenario
includes controls programming that was not included in the project documents or
incorporated into the Contractor’s bid, City permit and impact fees not included in the
Contractor’s bid, a 10% contingency and estimated engineering and administration costs.
WRF Phase 1 Bid Award Alternative
Bozeman WRF Phase 1 Improvements Project Page 2
TABLE 1- WRF Phase 1 Bid Award Alternative Summary
BID ITEM ENGINEERS
ESTIMATE
APPARENT
LOW BID COST
ALTERNATE
(RE-
PACKAGED)
PROJECT COST
1. BASE BID $27,769,000 $34,441,000 $34,441,000(1)
2. DIGESTER NO. 3 AND
DIGESTER CONTROL
BUILDING
$7,493,000 $10,096,702 $0 (2)
3. HIGH STRENGTH
WASTE AND GREASE
RECEIVING
$198,000 $346,000 $0
4. SOLIDS STORAGE
BUILDING $784,000 $1,869,000 $0
5. SECONDARY
LAUNDER COVERS $165,000 $114,130 $0
6. FUEL STORAGE TANKS $33,000 $22,826 $22,826
7. UV DISINFECTION
SYSTEM $1,657,000 $1,201,900 $1,201,900
8. ADMIN/LAB BUILDING $1,103,000 $3,177,000 $0 (3)
9. AC PAVEMENT $330,000 $266,433 $266,433
10. STANDBY
GENERATOR SYSTEM $385,000 $430,074 $430,074
11. MISCELLANEOUS
WORK $83,000 $100,000 $0 (4)
City Permit/Impact Fees In item 1 above. $80,000 $80,000
Project Value Engineering
and Cost Reduction
Measures (1)
- - <$250,000> (1)
Digester No. 3 and Support
Facilities Addition w/RST
(Partial Bid Item No. 2)
- - $5,000,000(2)
Administration/Laboratory
Building Re-design and Re-
Bid (Revised Bid Item No. 8)
- - $0 (3)
SUBTOTAL $40,000,000 $52,066,026 $41,192,233
SYSTEM INTEGRATION
(PROGRAMMING)
In item 1 above. $526,000 $526,000
WRF Phase 1 Bid Award Alternative
Bozeman WRF Phase 1 Improvements Project Page 3
BID ITEM ENGINEERS
ESTIMATE
APPARENT
LOW BID COST
ALTERNATE
(RE-
PACKAGED)
PROJECT COST
CONTINGENCY (@10%) $4,000,000 $5,259,000 $4,172,000
TOTAL CONSTRUCTION
COST
$44,000,000 $57,851,026 $45,890,233
ENGINEERING, LEGAL
AND FISCAL (5)
$7,900,000 $7,919,965 $7,919,965
TOTAL PROJECT COST $51,900,000 $65,771,314 $53,810,198
(1) Base Bid item would be modified following Contract Award to take advantage of identified piping
and support material cost savings measures and reduction in scope of the coatings systems. See
discussion on the Base Bid Item cost savings below.
(2) All new solids handling facilities would be moved to Phase 2, with the plan to bring Digester No. 3
and Critical support facilities back into the Phase 1 project. This would include an RST thickener to
address the current liquid sludge storage capacity restrictions. See discussion on the addition of Bid
Item No. 2 critical items.
(3) Re-design and possibly re-bid the Administration/Lab Building to reduce overall facility cost. Modify
exterior material finishes (metal features), reduce the scope of mechanical systems including the heat
recovery and LEEDS features, eliminate laboratory equipment except for needed air handling systems
and possibly eliminate carpet and tile finishes. Try to reduce the scope of the building to a $2.0 to
$2.5 million facility. Build the facility using some of the project contingency, if construction
progresses favorably. See discussion on re-packaging of the Administration/Laboratory facility
below.
(4) Assumes the project miscellaneous work will be addressed in the project contingency cost item. Keep
this project Bid Item to address miscellaneous items such as the known Northwestern Energy service
connection fees.
In the right column of Table 1, a revised Bid Award alternative is presented. This alternative
assumes Bid Items No. 1 (Base Bid), No. 6 (Fuel Storage Tanks), No. (7 UV System), No. 9
(AC Pavement) and No. 10 (Standby Generator) would be awarded to the Apparent Low
Bidder.
This alternative also would include known project cost savings in an amount of
approximately $250,000 to the Base Bid Item, including modifications to yard piping
materials, reduction in the scope of coatings systems, modification of pipe support materials
and modifications to exterior finish system materials. This alternative would also include
elimination of the high strength waste receiving, dewatered solids storage facilities, secondary
clarifier launder covers and Administration/Laboratory Building.
The presented alternative would also incorporate the critical facilities associated with Bid
Item No. 2, including Digester No. 3 and associated Gas Handling Building without some of
the exterior finish systems, the Pumping Room (lower basement level only) of the Digester
Control Building No. 2 that would house the needed digester support systems, the high
strength waste receiving tank and pumping systems to be used as a thickened sludge sump
and pumping system, one rotary screen thickener (RST) and associated chemical feed
systems to enable the WRF to process and thicken waste materials to enhance their liquid
sludge storage facility firm capacity, and installation of a temporary access building on the
WRF Phase 1 Bid Award Alternative
Bozeman WRF Phase 1 Improvements Project Page 4
ground level of the Digester Control Building No. 2 that would house a covered building
access stairwell, temporary electrical MCC room and RST dewatering room.
HDR/MMI estimates this revised Bid Item to be approximately $4.0 million. However,
preliminary cost estimates received from the apparent low bidders indicates they believe this
modified Bid Item is approximately $5.0 million. Assuming the revised Bid Item does
approach $5.0 million, the re-packaged project Award Alternative presented in Table 1
would equal approximately $53.8 million. This includes City permit and impact fees for
facility construction, controls programming, a 10% contingency and estimated engineering
and administration costs. At $53.8 million, the overall project cost would be approximately
$1.9 million over the original project budget. This assumes the Administration/Laboratory
Building would be eliminated as presently designed and includes a project contingency
equaling $4.17 million.
HDR/MMI and the City staff have identified the above Bid Award Alternate as the
minimum project necessary for the WRF Phase 1 facilities. However, this alternate does not
include construction of the Administration/Laboratory Building and has eliminated many of
the energy recovery and LEED related enhancements. The following provides additional
discussion on several key items that should be considered prior to determining a direction
for project award.
Deletion of Energy Recovery and LEED Related Facilities:
Elimination of the energy recovery systems would include elimination of the second new
boiler that was proposed for the Digester Complex No. 2, elimination of the grease receiving
and high strength receiving facilities that would support receiving dairy and other wastes for
conversion into methane gas and elimination of the energy recovery (LEEDS) advantages
incorporated into the Administration/Laboratory Building including the hot water chiller
and hot water heating systems. The installation of a waste gas generator or microturbine for
use in generating electricity from methane gas produced on site was not included in the
project bid. Although these items may be incorporated into the project in future phases,
they would not be included in the Phase 1 facilities. Added reuse of methane gas and
generation of hot water for building heating will still be incorporated into the project at a
smaller scale. The existing boiler facilities are sized appropriately to support the new digester
and building heating loads planned.
Re-packaging/Addition of Administration/Laboratory Building (Bid Item
No. 8):
HDR/MMI investigated cost saving opportunities for the Administration/Laboratory with
the apparent low bidders. Based upon this initial investigation, it appears that significant
cost reductions would require re-design of the facility. Initial cost savings measures
identified include elimination of the laboratory equipment and auto nutrient analyzer,
modification or elimination of exterior finish systems, elimination or modification of interior
finishes and reduction of the mechanical system costs by elimination of the energy recovery
systems and replacing them with conventional heating and cooling equipment. It is
recommended that the Administration/Laboratory facility be re-designed and packaged for
re-bidding. Because the award alternate presented above exceeds the original project
estimate, the City could consider delay the bidding of this project element until the awarded
WRF Phase 1 Bid Award Alternative
Bozeman WRF Phase 1 Improvements Project Page 5
project construction has progressed to a point where project contingency need is well
understood. Construction of the re-packaged Administration/Laboratory building, at a
revised cost of $2.0 to $2.5 million, could likely be completed using some of the $4.17
million contingency funds.
Reduction of The Fermentation Facilities From Bid Item No. 1:
City staff (Tom Adams) identified a significant potential cost savings measure that could be
considered for reduction of the cost of Base Bid Item No. 1. The Fermentation facilities
and associated odor control systems that were originally planned as part of the Phase 2
improvements were moved to Phase 1. The fermentation of primary sludge is needed for
development of volatile fatty acids necessary for the biological phosphorous reduction
treatment process. In order for the City of Bozeman to meet the planned phosphorous
removal to meet an effluent total phosphorous concentration of 1.0 mg/L, volatile fatty acid
addition will be required. The Unified Fermentation and Thickening facilities planned for
Phase 1 could be eliminated or delayed by retrofitting existing Digester No. 1 into a
complete mix Fermenter unit or by the addition of chemicals (acetic acid or acetate).
Retrofit of Digester No. 1 would involve very minor physical modifications. Addition of
chemical volatile fatty acid would also involve relatively minor initial capital costs ($30,000 to
$50,000 capital cost for either of these items). HDR/MMI had estimated the potential
project costs savings at approximately $2.0 million. Discussions with the apparent low
bidders has revealed that only approximately $1 million in project cost savings would be
offered.
Retrofitting of existing Digester No. 1 could be completed at any time after new Digester
No. 3 is placed into service. However, this would result in the loss of overall digestion
capacity and loss of operations flexibility. Construction of additional digestion capacity
would then need to be incorporated earlier in subsequent project phases.
Installation of a chemical volatile fatty acid feed system would be easy to implement at a
nominal initial capital cost. Annual costs for chemical addition are heavily dependent upon
chemical costs, required dosage, and volatile fatty acids that are made available from the
current gravity thickening facilities. At the current plant flows of approximately 6 MGD, it
is estimated that chemical costs would range from $75,000 to $150,000 per year. As flows to
the facility increases, chemical demands would also increase linearly. Installation of chemical
feed facilities would enable the elimination of the new odor control facilities needed to
support the fermentation process. The estimated reduction to the capital cost reduction
associated with the elimination of the Fermentation odor control facilities is approximately
$200,000, which would likely increase the apparent low bidder’s cost reduction to
approximately $1.2 million.