HomeMy WebLinkAboutCapital Improvement Program for Fiscal Years 2009
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Anna Rosenberry, Finance Director
Chris Kukulski, City Manager
SUBJECT: Public Hearing & Adoption of Capital Improvements Program (CIP) for
Fiscal Years 2009-2013.
MEETING DATE: January 22, 2008
BACKGROUND: On December 17, 2007, the Commission received the City Manager’s
proposed Capital Improvements Program (CIP) for Fiscal Years 2009-2013. At that time, the
document was made available to staff and the public online at
http://www.bozeman.net/finance/capital_improvements_plan.aspx.
Our CIP serves as an important guide for city staff, Commissioners, and citizens, and plans for
over $150 Million to be invested in our City’s equipment and infrastructure in the next 5 years.
It establishes a systematic, five-year view of resource allocation in hopes of preventing a
reactive, unpredictable, or informal approach to funding capital needs. The CIP bases much of
its project work on the City’s adopted facility plans for water, wastewater, transportation, parks
& recreation, fire, and police services. All of these updated plans, with the exception of
transportation, have been adopted within the last 24 months. The transportation plan is being
updated now, with a completion date planned for late 2008.
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Developing a Capital Improvements Plan is, first and foremost, a planning process - adopting a
CIP does not provide budget appropriation authority. Items must be included in the final
budget resolution before they are funded. The items listed in the FY2009 column of the adopted
CIP will be included in the City Manager’s Recommended Budget to be presented in June.
Through our regular budget process, the Commission will then have the opportunity to take
additional public comments, further discussion, and make final appropriation for these capital
items in the Final Budget adoption in late August. It is not until the final budget adoption that
any CIP item is authorized for spending.
Advisory Board: For all of the Impact Fee CIP Schedules (Water, Wastewater, Streets, & Fire),
the Impact Fee Advisory Board has reviewed and voted on the schedules. At their meeting on
October 25th they approved the Fire Impact Fee CIP and the Street Impact Fee CIP. The
approval of the CIP for Street Impact Fees was the most vigorously discussed, with certain
individuals not voting in favor of full funding for SIF-15 Signal at College & 11th or SIF-20
Signal at 7th & Kagy. At their meeting on November 8, 2007, they approved the Water Impact
Fee CIP and the Wastewater Impact Fee CIP. The minutes from their meetings are attached for
your review.
Unscheduled Items: Projects are listed as “unscheduled” for any number of reasons, the most
common of which is lack of funding during the plan years. Projects that we know will be needed
in the next few years after the plan (FY14-FY18) are sometimes included in the plan as
“unscheduled” so that everyone can be aware they are on the horizon. Projects that are needed
but are not ready for design or bid (often street expansions that do not have much of the required
right-of-way) are also sometimes listed as “unscheduled”.
Project Cost Estimates: All project and equipment costs are estimates that will not be finalized
until the City accepts a qualified bid for that specific project or equipment. We have used the
best information available to estimate these amounts, including knowledge of similar, recent
projects or purchases. When available, we have used the most recent engineer’s estimate of
costs.
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Deficit Balances: In general, the City approves CIP plans with deficit (negative) funding years,
as long as the deficit is expected to be recovered by the end of year five of the plan. These
schedules show the following planned deficits during the course of the 5-year period:
• General Fund – Deficit in all 5 years of the plan, due to the inclusion of $400,000 match
for the SAT Grant for the Story Mansion in FY09. The Commission action on December
10, 2007 left no time for additional Commission discussions on how the Mansion project
might be developed, before this CIP document needed to be submitted. This deficit could
be eliminated by moving some scheduled project to the “unscheduled” list, by identifying
new sources of revenue not already accounted for, or by dedicating some of the existing
General Fund-Unreserved Fund Balance to scheduled projects.
• Street Maintenance District – Deficit in FY09-FY11, primarily due to the inclusion of a
new Street Sweeper in FY09. We will also need a Street Maintenance District rate
increase of 7% in FY09 and 6% in both FY10 & FY11 to cover the costs of the plan. In
the past, we anticipated that the state MACI program would make a sweeper available at
a significantly discounted rate. Unfortunately, that has not happened, and is not expected
to occur in the near future.
• Wastewater Fund – Deficit in FY11 due to final payments on the construction of the
Wastewater Facility. With the most recent engineer’s cost estimates on the facility, we
may need to borrow approximately $280,000 from the Wastewater Fund’s operating
reserves during FY11. This is a construction cash-flow issue and not a problem with total
funding for the project. If the construction timeline is extended, this borrowing may not
be necessary. We expect any shortfall in FY11 to be fully replenished by utility revenue
in FY12.
• Street Impact Fees – Deficit in FY11, due to the two large projects scheduled for
completion that year. This small deficit is recovered in FY12.
• Fire Impact Fees – Deficit in FY12, due to the traffic preemption program funding. The
Fire Chief has committed that we will not undertake that project until we are certain of
the costs and financing for Fire Station #3; Construction bids will be opened this spring.
Schedules with little activity: For this CIP, we had both Vehicle Maintenance and the Building
Inspection funds with few projects or activity. These areas continue to operate and provide
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important services. The Vehicle Maintenance division has no immediate pressing needs for
capital equipment and is waiting on a final decision regarding the Shops Complex location
before they project future needs (see below). The Building Inspection fund CIP was developed
without the assistance of a permanent Chief Building Official, as that position remains vacant.
When a new Chief Building Official is hired, we anticipate that person creating a more extensive
capital plan for the division that will be introduced for next year’s CIP update.
Changes since the CIP was developed:
1. Story Mill Project Requests: After the Impact Fee Advisory Board met and voted on the CIP
Schedules, City Staff received written request from Hyalite Engineers on behalf of the Story Mill
project. They are requesting that $2.6 Million be added to the Wastewater Impact Fee CIP and
that Street Impact Fee SIF-11 Oak (Rouse to Cedar) be increased to over $10 Million (from its
current $7.5 Million). We have attached Hyalite Engineers’ letters, dated November 9, 2007 &
November 11, 2007 for more information. Both of these requests will leave very few dollars
available during the 5 year CIP period, which is a concern in light of the need to construct the
Wastewater BNR Plant and the recent level of street impact fees that were adopted. If the
Commission wishes to approve these requests, please make a motion to add them to the CIP
Schedules.
2. Shops Complex: The City’s plans to relocate the Shops Complex to the Cardinal property fell
through due to unresolved conflicts with the railroad. In addition, our Street Impact Fee
consultant advised that we should not seek to use impact fees to pay for a portion of the
construction of the Shops Complex. In light of these changes, plans for a Shops Complex
expansion will be changing noticeably. No Shops Complex is included in this CIP, but is
expected to be added once we can map a new course.
3. Trip Exchange District: During adoption of the Street Impact Fee Study, there was
discussion of possibly establishing a Trip Exchange District in the North 7th Corridor area. It is
estimated that a study of this sort would cost $50,000-$80,000; it could be paid for with a
combination of TIF (or other) dollars and private contributions. If the Commission wishes to
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make this a CIP item, please make motion describing the year(s) and funding sources for the
project.
4. Story Mansion Project: Although the votes occurred two days before this CIP was
submitted to the Commission, the phasing and funding of the project is still uncertain. With the
motion on December 10, 2007, we expect $100,000 of SAT grant money will be used in FY08.
The remaining $400,000 SAT is matched with General Fund dollars and included in this CIP in
FY09. The Commission will hear a detailed staff report for the project on February 4, 2008. It
is the Commission’s choice to approve this CIP as written or provide different instruction on
how the Story Mansion should be addressed in this document.
5. Friends of the Library: We were recently notified that the Friends of the Library have
purchased one of the Self-Check machines that had been requested in GF-72 for FY09. Instead,
the Library Director would like to purchase one Self-Check machine and one LCD projector
(GF-73, unscheduled) of similar cost in FY09. She stated “as we offer more computer classes,
we know that having a LCD projector in the computer class room would be extremely helpful for
teaching classes more effectively.”
RECOMMENDATION: Take public comment, make desired changes to the plan, and adopt
the Capital Improvements Program for FY09-13.
FISCAL EFFECTS: Approving this plan does not provide appropriation authority. The
FY09 projects and equipment will be incorporated into the FY09 City Manager’s Recommended
Budget, which requires final approval before these projects will be funded. The remaining CIP
years (FY10-FY13) serve as a work plan to guide staff, and will be reviewed and revised in the
coming fall for our annual update of the CIP at this time next year.
ALTERNATIVES: As suggested by the City Commission.
Respectfully submitted,
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Anna Rosenberry, Finance Director Chris A. Kukulski, City Manager
Report compiled on: January 16, 2008
Attachments: Impact Fee Advisory Board Minutes, October 25, 2007 & November 8, 2007
Attachments: Cory Ravanaas, Hyalite Engineers Letters Dated November 9 & 11, 2007
On File in the City Clerk’s Office: Capital Improvements Program for Fiscal Years 2009-2013
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Impact Fee Advisory Committee Meeting– October 25, 2007
1
EXCERPT OF CIP ACTION FROM:
** MINUTES **
THE CITY OF BOZEMAN
IMPACT FEE ADVISORY COMMITTEE
THURSDAY, OCTOBER 25, 2007
6:00 P.M.
ITEM 1. CALL TO ORDER AND ATTENDANCE
Chair Tim Dean called the meeting to order at 6:05 p.m., in the Commission Room, Municipal
Building, 411 East Main Street, Bozeman, Montana.
Members Present Staff Present
Tim Dean, Chair Chris Saunders, Assistant Planning Director
Rick Hixson Tara Hastie, Recording Secretary
Ron Kaiser, Vice Chair Debbie Arkell, Director of Public Service
Anna Rosenberry John Alston, Water/Sewer Superintendent
Nick Lieb Rick Moroney, Water Treatment Superintendent
Bill Simkins
Members Absent
Debra Becker
Randy Carpenter
Ken Eiden
Visitors Present
Sean Becker, City Commission Liaison
//excerpt//
ITEM 5. REVIEW AND DISCUSSION
A. Approval of the 2009 – 2013 fire impact fee Capital Improvements Program.
Assistant Director Chris Saunders addressed the Committee. Vice Chair Kaiser stated the least
controversial items could be moved for approval.
MOTION: Ms. Rosenberry moved, City Engineer Hixson seconded, to approve the 2009 – 2013
fire impact fee Capital Improvements Program as presented. The motion carried 6-0.
Chair Dean asked Assistant Director Saunders for clarification on the implementation of the
proposal. Assistant Director Saunders responded the funds that were being expended would
promote new growth, but a change order could become necessary in the process. He stated if the
Committee so chose they could vote for the CIP in general and recognize that the specific dollar
amounts are estimates which will be revised with the actual bids for projects. Mr. Simkins stated
Assistant Director Saunders comments could be included in the motion.
B. Approval of the 2009 – 2013 street impact fee Capital Improvements
Program.
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Impact Fee Advisory Committee Meeting– October 25, 2007
2
Assistant Director Saunders clarified there had been a copy glitch and things were not being
funded twice, had just been copied twice.
Chair Dean noted there had been a 43% increase in signal costs listed in one year’s time. City
Engineer Hixson presented an article from the Chronicle quoting the Montana Contractors
Association forecasting significant increased costs and explained the two signals installed
recently had increased the dollar amount as they had cost more than originally expected.
Assistant Director Saunders added that estimating high was preferable to estimating low and if
the bid came in lower that would be great. Chair Dean asked City Engineer Hixson if the
estimate was realistic. City Engineer Hixson responded that it was. Vice Chair Kaiser asked for
clarification on when the City would make the decision. City Engineer Hixson responded the
city could authorize spending more than the $500,000.00 and it could be pulled from another
project in a future year as long as certain requirements were met. He added that the listed costs
are budget numbers. Assistant Director Saunders responded the City Commission would have to
review and authorize issuance of contracts on those types of expenditures. Chair Dean asked if
the Durston Road – Fowler Lane to Cottonwood Road had doubled from 2.5 million to 5 million.
Director of Public Service Arkell responded those figures were from a year ago. Assistant
Director Saunders added that Cottonwood Road was a primary arterial street and there had been
several new subdivisions building out in that area so that a signal would be warranted at the
intersection of Cottonwood Road and Durston Road; adding it should be included in the current
CIP program as it would be less expensive to install with initial street construction. Mr. Lieb
asked why 11th Avenue & College Street was only estimated at $350,000. City Engineer Hixson
responded they just hadn’t changed that one and all the elements of it were known to them (i.e.
right angles, intersection, right-of-way size, etc.) sot here is less uncertainty. Chair Dean noted
he had stated the Graf Street proposal incorrectly and the Committee had not yet seen that
intersection. Assistant Director Saunders explained how Graf Street would be a connection for
fire response, general traffic flow, and capacity for the southern portion of town. Vice Chair
Kaiser asked if he was correct in recalling there would be a fourth fire station proposed in the
SW corner of that location. Assistant Director Saunders responded there would be and it was in
the FY13 Fire CIP.
Chair Dean stated he was dumbfounded that the intersection of College Street & 11th Avenue
needed to be part of the CIP. City Engineer Hixson responded there had been an increase in
traffic at that location and there was no doubt about it. He stated the demand continued to grow
in that area and roundabouts had been considered. Assistant Director Saunders added impact fees
had been charged to at least five new buildings on campus and listed them; adding there was a lot
of square footage of new demand. Mr. Lieb stated he thought enrollment was down. Assistant
Director Saunders responded that it was a little bit currently, but more faculty members had
become necessary with increased research. Chair Dean asked how the 100% figure had been
decided. Assistant Director Saunders responded an administrative decision had been made based
on the designation of the street and it was difficult to assign the travel generated to a specific
development; impact fees were designed to pick up those specific incremental changes in
distribution that increase the amount of demand. City Engineer Hixson added that if you expand
an existing two lane to a three lane, you wouldn’t be able to take any credit for the non-capacity
expanding portion, but a signal was completely new and all related to capacity expansion. He
noted the decision made had been due to the signal being completely related to capacity
expansion and all new materials. Assistant Director Saunders stated, as an example, the work
that had been done on Main Street was primarily maintenance and a safety component for
pedestrians and a lot of the money had come from the state and was not a capacity expanding
project. Chair Dean asked why item #9 had been removed. Assistant Director Saunders
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Impact Fee Advisory Committee Meeting– October 25, 2007
3
responded it was prioritization and urban funds that would be used instead on South 19th Avenue;
adding the City was not in a position to fund the non-impact fee portion at this point.
Chair Dean asked if the committee thought every item on the list was impact fee eligible. Vice
Chair Kaiser responded that he thought all were impact fee eligible, but he was uncertain the
amounts were correct. He suggested approving all except one or two that might engender more
discussion (i.e. 11th Avenue & College Street, 7th Avenue & Kagy Boulevard, College Street - 8th
Avenue to 19th Avenue). Mr. Lieb stated he had a hard time voting on items that were
estimations. Chair Dean suggested the Committee could agree that each item had some
percentage of eligibility. Vice Chair Kaiser asked if it would make sense to exclude those
unscheduled items in the motion of approval.
MOTION: Vice Chair Kaiser moved, Ms. Rosenberry seconded, to approve the 2009 – 2013
street impact fee Capital Improvements Program with the exception of SIF 05, SIF 15, and SIF
20 for further discussion and deliberation. The motion carried 6-0.
Vice Chair Kaiser explained that those items without unanimous support would need to be
discussed further.
Chair Dean stated the committee would discuss SIF05 and asked where the impact would be
other than the Bozeman Gateway. Assistant Director Saunders responded MSU had adopted a
new development plan for their properties that would utilize land east of 19th Avenue for further
research and teaching facilities with a potential for a great deal of new development in that
location. He stated their primary access from the west would be College Street. City Engineer
Hixson added that the Tech Park was building out and there were new apartments at 23rd Avenue
& College Street. Assistant Director Saunders responded some right of way would be required
from the University to widen the street. Chair Dean stated he understood that there would be a
future impact.
MOTION: City Engineer Hixson moved, Vice Chair Kaiser seconded, to approve SIF05. The
motion carried 6-0.
Chair Dean directed the committee to discuss SIF15. Mr. Lieb stated there were new buildings
in that location.
MOTION: City Engineer Hixson moved, Mr. Lieb seconded to approve SIF15 as presented.
The motion carried 4-2 with Chair Dean in opposition as he did not agree with the 60% and Mr.
Simkins in opposition.
Chair Dean directed the Committee to discuss SIF20. Assistant Director Saunders explained the
corridor would be utilized by the campus and the museum as well as Kagy Boulevard. Vice
Chair Kaiser asked for verification of the location. Assistant Director Saunders explained it was
at the intersection of Kagy Boulevard and South 7th Avenue and the old access to the VLC
building. Chair Dean asked if it was the Greek Way area. Assistant Director Saunders
responded it was the Greek Way area, but Greek Way itself would not be changed. Vice Chair
Kaiser asked if the growth of the University and other development (such as the office on the
corner of Kagy Boulevard and Willson Avenue) would be one of the arguments used to obtain
those impact fees. Assistant Director Saunders responded that it would be as any growth in those
locations would cause an impact to that intersection.
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Impact Fee Advisory Committee Meeting– October 25, 2007
4
Chair Dean asked if those projects were being held up. Assistant Director Saunders responded
they were as they would be required to have those improvements be made prior to approval of
the building permits. Commissioner Becker asked how it was that they were constructing
without that approval. Assistant Director Saunders explained that only those items that could be
completed without building permit approval were being done at this time. He stated the City had
identified safety issues that would need to be dealt with. Commissioner Becker asked if there
had been a pattern of decisions by the City Commission that had not required developments to
put a light in that location. Assistant Director Saunders explained that the trail easement from
points south goes to that crossing point which creates a lot of pedestrian traffic and there were
safety issues. Mr. Simkins asked for clarification regarding preliminary plat approval. Assistant
Director Saunders explained that the conditions of approval called out a solution was necessary,
but the language did not foreclose various options for cooperation in completing the
improvements.
MOTION: Vice Chair Kaiser moved, Mr. Simkins seconded, to approve SIF 20 as presented.
The motion carried 5-1 with Mr. Lieb voting in opposition.
//excerpt//
_____________________________________ _____________________________________
Tim Dean, Chairperson Chris Saunders, Assistant Planning Director
Impact Fee Advisory Committee Dept of Planning & Community Development
City of Bozeman City of Bozeman
40913
November 9, 2007
City of Bozeman
PO Box 1230
Bozeman, MT 59771-1230
Attn: Chris Saunders
RE: Capital Improvement Program for Street Impact Fees – Oak St. Connector (SIF 11)
Dear Chris,
The purpose of this letter is to formally request that the city consider amending the current
CIP project list for the Oak Street (Cedar to Rouse) project to increase funding availability
through FY12. We have completed a preliminary engineering report (PER) for the project
which identifies a probable construction cost for the project ranging from $10.4M to $10.7M
for Alternative A. See the following figure (Figure 1) for a simple depiction of this
alternative. Based on our PER, we believe that this is the most feasible of the alternatives
studied. This information may be significant to you as you are updating the CIP as well as the
street impact fee schedule(s).
Figure 1 – Plan View Graphical Representation of the Cedar to Rouse Oak Street Connector
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Letter to C.O.B., Chris Saunders
RE: Capital Improvement Program for Street Impact Fees – Oak St. Connector (SIF 11)
November 9, 2007
Page 2 of 2
L:\051185\Letter_Chris Saunders_11092007.doc
A complete copy of the PER for the OSC will be submitted in the near future along with an
impact fee credit request for the proposed work.
Please let me know if you have any questions or concerns. Thank you for considering this
request.
Sincerely,
Cory Ravnaas, PE
Principal
Cc: File - 051185
Attachments (As Noted)
41115
November 11, 2007
City of Bozeman
PO Box 1230
Bozeman, MT 59771-1230
Attn: Chris Saunders
RE: Capital Improvement Program (CIP) for Wastewater Impact Fees
Dear Chris,
The purpose of this letter is to formally request that the city consider adding the following
project(s) to the CIP for wastewater impact fees:
Item No. Project Description Improvements Estimated Project Cost
($ MIL) A
1
Frontage Road Interceptor
Sewer
4,080 L.F. of 48-inch
sewer main
1.55
2
Bridger Drive Trunk Sewer
1,300 L.F. of 24-inch
sewer main and 1,600
L.F. of 15-inch sewer
main.
0.632
3
Story Mill Road Trunk
Sewer
2,480 L.F. of 12-inch
sewer main
0.432
A Cost(s) determined using unit cost
estimates for collection systems as
outlined by Table 6-11 of the current
COB WW facility plan. Please note
that costs do not account for any
removal if existing infrastructure.
Total =
2.614
Table 1 – Summary of Projects Proposed for the Wastewater CIP
The above improvements were identified by the preliminary sanitary sewer system master
plan prepared for the Story Mill Neighborhood (SMN) as being needed by phases 3 and 6 of the
planned neighborhood redevelopment project. The sections of pipe that need to be upsized
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Letter to C.O.B., Chris Saunders
RE: Capital Improvement Program (CIP) for Wastewater Impact Fees
November 11, 2007
Page 2 of 2
L:\051185\Letter_Chris Saunders_WW CIP_11092007.doc
are currently made up of two (2) parallel 20-inch mains. In order to handle the flows from
the proposed development, one (1) of the 20-inch mains would have to be upsized to 24-
inches. The difference between the cost of this main improvement and the cost of the 48-
inch main is an impact fee eligible expense.
On the Bridger Drive Trunk Sewer (BDTS) project, only the 15-inch sewer main is necessary for
construction. An 8-inch main will suffice to handle the flows from the SMN; consequently, the
difference in cost between installing an 8-inch and a 15-inch line should be an impact fee
eligible expense. Similarly, the trunk sewer line design size proposed for Story Mill Road is 8-
inch; however, the line is planned to be upsized to a 12-inch main to handle future flows from
the properties to the south (along the base of the Story Hills). The difference in cost between
an 8-inch and a 12-inch line is an impact fee eligible expense.
The 24-inch diameter segment of the BDTS project is not a necessary improvement; however,
since lines are likely to be upsized on either side of this main we believe that a look at
including this improvement with the upcoming projects is warranted.
I hope that this information is useful to you. Please let me know if you have any questions or
concerns.
Sincerely,
Cory Ravnaas, PE
Principal
Cc: File - 051185
Attachments (As Noted)
41317
EXCERPT OF CIP ACTION FROM:
** MINUTES **
THE CITY OF BOZEMAN
IMPACT FEE ADVISORY COMMITTEE
COMMISSION MEETING ROOM,
CITY HALL, 411 EAST MAIN STREET
THURSDAY, NOVEMBER 8, 2007
6:00 P.M.
ITEM 1. CALL TO ORDER AND ATTENDANCE
Chair Tim Dean called the meeting to order at 6:05 p.m., in the Commission Room, Municipal
Building, 411 East Main Street, Bozeman, Montana.
Members Present Staff Present
Tim Dean, Chair Chris Saunders, Assistant Planning Director
Rick Hixson Debbie Arkell, Director of Public Service
Ron Kaiser, Vice Chair Tara Hastie, Recording Secretary
Anna Rosenberry
Debra Becker
Randy Carpenter
Bill Simkins
Members Absent
Ken Eiden
Nick Lieb
Visitors Present
Sean Becker, City Commission Liaison
Bob Wallace
Jason Delmue
Adrian Vaughn, SWMBIA Representative
//excerpt//
ITEM 5. REVIEW AND DISCUSSION
A. Approval of the 2009 – 2013 water impact fee Capital Improvements
Program.
Assistant Director Saunders updated the Committee on the status of the traffic light at South 7th
Avenue and Kagy Boulevard. He had inquired of the Staff planner for the South Towne Square
proposal. As a result of the change to state law requirements for condominium review, the
development had decided not to subdivide and there would be structures erected before the signal
was installed.
Chair Dean stated that the study indicated 12 to 24 inch lines were most likely to be built and
asked why it had been included in the CIP if it was uncertain. Assistant Director Saunders
responded there was no development proposal in hand for that location, but Staff wanted to make
Impact Fee Advisory Committee Meeting– November 8, 2007 1
41418
those funds available and be in a position to be supportive of development in that area.
Ms. Becker asked why the impact fees would need to be so high if the summary for the projected
cash balance was equal. Ms. Rosenberry responded the Water Treatment Plant would be a very
large project and the City did not want to over commit those funds due to not knowing the true
cost of the Water Treatment Plant. Ms. Becker stated the money present in the fund could be
used to lessen the amount of impact fees. Ms. Rosenberry responded the Water Treatment Plant
was not shown in its entirety as it would be completed in phases and not within the next five
years. City Engineer Hixson responded some projects could come up that had not been
scheduled and there would need to be funds reserved to provide for items such as those. He
added that in terms of a Capital project for water services, the projected fee was not much. He
stated the facilities plan identified millions of dollars that would be needed to provide for future
growth. Ms. Rosenberry added projects would be eligible for impact fee credits which would
impact the available cash flow. Assistant Director Saunders added the study planned for an
expected 4% increase in revenues and it would be more cost effective to construct some things as
one project instead of in phases; adding there would be some unknowns that could cause
significant problems. Ms. Becker stated the use of impact funds could not be allowed if
development did not occur. Assistant Director Saunders responded capital advancements could
be made using those funds and the City would later be reimbursed; adding the new development
could not be charged for all of the expense. He stated the water/wastewater impact fees had been
assessed on an individual usage basis. Ms. Becker stated the impact fees could not be used for
growth that had not yet occurred. Assistant Director Saunders responded that it was the intent of
the facility plans and the expenditure of the fees was based on the information in the facility
plans; adding money would not be spent if there were no expectation of future users. City
Engineer Hixson stated a facility could not be built incrementally; adding it would be inefficient
and a waste of money. Ms. Becker responded the excess capacity should be carried by the City
until such a time as new development occurred; adding the impact fees should not be put into a
reserve fund. Assistant Director Saunders responded the new development would only be
buying back the excess capacity the City had already paid for with initial plant construction.
Chair Dean noted which items the committee had discussed at length at the last meeting.
Ms. Rosenberry stated she had reviewed the reason for the proposed 33% increase in cost for the
plant expansion and explained that it had come about over a two year period before the final
facility plan had been adopted. Chair Dean responded he had just compared the current
information with the year prior.
Vice Chair Kaiser noted the membrane plant was the only item not completely eligible for
impact fees.
MOTION: Vice Chair Kaiser moved, City Engineer Hixson seconded, to approve the 2009-
2013 water impact fee Capital Improvements Program as presented. The motion carried 6-1 with
Ms. Becker voting in opposition.
Chair Dean noted he had an issue with not knowing the actual cost of the membrane and that the
cost had been inflated for protection.
B. Approval of the 2009 – 2013 sewer impact fee Capital Improvements
Program.
Impact Fee Advisory Committee Meeting– November 8, 2007 2
41519
Chair Dean noted sludge dewatering had been added to the sewer plant and had caused an
increase to 33.6 million and the Graf Street extension had been added. Ms. Becker stated there
were significant reserves and suggested the reserves should be spent before additional fees were
charged. Chair Dean concurred.
MOTION: City Engineer Hixson moved, Mr. Carpenter seconded, to approve the 2009-2013
sewer impact fee Capital Improvements Program as presented. The motion carried 4-3 with Ms.
Becker, Mr. Simkins, and Chair Dean voting in opposition.
//excerpt//
_____________________________________ _____________________________________
Tim Dean, Chairperson Chris Saunders, Assistant Planning Director
Impact Fee Advisory Committee Dept of Planning & Community Development
City of Bozeman City of Bozeman
Impact Fee Advisory Committee Meeting– November 8, 2007 3
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