HomeMy WebLinkAbout02-11 Memo to Commission re; Story Mansion.pdfCommission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Chris Kukulski, City Manager
SUBJECT: Story Mansion
MEETING DATE: February 7, 2011
RECOMMENDATION: Set a clear direction for the future of the Story Mansion
BACKGROUND:
2010/11 work plan included the following:
Develop a transition plan for the Story Mansion based on the December 8, 2008 approved motion. - City
Commission
“Authorize the City Manager to sign the Award of Bid to R & R Taylor Construction as the General
Contractor/Construction Manager in the amount of $1,071,242 as authorized by the 2008-2009
budgets and direct staff to bring back the necessary budget amendment from the General Fund not
to exceed $391,222 to be paid back within 24 months either through fundraising or by selling the
mansion starting on January 1 of 2011 (originally stated 2010 but he clarified later on in
discussion).”
Chapter 2.05 of the Bozeman Municipal Code - ACQUISITION AND TRANSFER OF CITY
PROPERTY
Attached is a copy of Chapter 2.05 of the Bozeman Municipal Code. Chapter 2.05 must be followed if
the Commission were to consider selling the Story Mansion. 2.05.030 D. specifically considers the sale
or gift of historic buildings or monuments.
Condition of the Story Mansion and Carriage House:
James Goehrung has provided the attached Story Mansion and Carriage House Condition Report. “The
roof of the Mansion was damaged in the June 2010 hail storm. Insurance coverage will take care of the
replacement of the roof. Once this work is completed, along with some siding damage, window
replacements, gutter repairs, and re-painting, (also covered by insurance), the envelope of the building
will be secure.”
“To date all of the emphasis for repairs and renovations has been on the Mansion proper with nothing
done to date on the Carriage House, other than some painting and maintenance. The Carriage House
was included in the condition assessment and the items that will need to be addressed there are – Code
compliance; Re-roof; Energy upgrades; and additional structural shoring for the north end of the
building for use of the second floor of the facility; Plumbing; Electrical; and Mechanical upgrades.”
46
The condition of the carriage house roof, prior to the 2010 hail storm, may determine whether the re-
roof will be paid for by our insurer. At first review, it was decided that the roof had exceeded its useful
life and thus would not be covered. James is working to have this decision reconsidered.
Utilization
For rentals we have;
Month 2009 2010 2011
January 0 8 9
February 0 15 0
March 0 10 1
April 0 10 2
May 0 18 0
June 0 19 1
July 2 11 2
August 9 20 0
September 10 18 0
October 13 18 0
November 11 18 0
December 22 24 0
Since opening the Story Mansion in the summer of 2009, 271 events have been held, of these, 168 were
paid events. To date we have six paid events scheduled for 2011. See Carole’s memo for more
description and Doreen’s attached chart for more detail in rentals.
MOU with Friends of the Story
On December 14, 2009 the city entered into the attached Memorandum of Agreement with Friends of
the Story Mansion. Section 12 describes the duration of the agreement which expired in December
2010.
FISCAL EFFECTS: The attached financial report is divided into capital investments, annual
maintenance and operations cost prior to opening the facility as a community center in 2009 and then
after the 2009 renovations as well as a summary of the funding sources uses.
ALTERNATIVES: As determined by the Commission.
ATTACHMENTS:
1. Chapter 2.05 of the Bozeman Municipal Code
2. Story Mansion and Carriage House Condition Report.
3. Utilization and rental reports
4. Memorandum of Agreement
5. Financial information
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Page 37 of 924
(Ord. No. 1727, § 1(2.04.180), 12-3-2007; Ord. No. 1757, § 1(2.04.170), 2-23-2009)
2.04.190 DECORUM
A. While the Commission is in a session, the Commissioners must preserve order and
decorum, and a Commissioner shall neither, by conversation or otherwise, delay or interrupt
the proceedings or the peace of the Commission nor disturb any member while speaking or
refuse to obey the orders of the Commission or its presiding officer.
B. Any person making personal, impertinent or slanderous remarks or who shall become
boisterous while addressing the Commission shall be forthwith barred from further audience
with the Commission by the presiding officer, unless permission to continue be granted by a
majority vote of the Commission.
C. The Commission shall not debate, in a heated or argumentative manner, with a member
of the public presenting testimony during a public hearing or regular meeting.
D. Speakers shall only address the agenda item before the Commission. Any person
speaking on an agenda item not before the Commission shall be called out of order.
(Ord. No. 1727, § 1(2.04.190), 12-3-2007; Ord. No. 1757, § 1(2.04.180), 2-23-2009)
2.04.200 BOARDS, COMMISSIONS AND COMMITTEES
A. In addition to boards and commissions established by Statute, the Commission may
create boards, commissions or committees as determined necessary.
B. All City boards, commissions or committees will be established by the City Commission
and members appointed following a public solicitation through the newspaper advertised not
less than twice annually. Between public solicitations for members, appointments may be
made to fill unexpected vacancies or vacancies not filled through the last round of
advertisements from those applications on file as of the date of appointment. Subcommittees
of existing boards, commissions or committees may be appointed by the City Commission
without the necessity of public solicitation. Members shall be appointed by a majority of the
Commission for all appointments made by the City Commission. In the case of statutorily
authorized mayoral appointments, the Mayor shall seek the concurrence of at least two other
Commissioners.
(Ord. No. 1727, § 1(2.04.200), 12-3-2007; Ord. No. 1757, § 1(2.04.190), 2-23-2009)
Chapter 2.05
ACQUISITION AND TRANSFER OF CITY PROPERTY
2.05.010 Authorization for City to obtain property.
The City Commission has jurisdiction and power, under such limitations and restrictions as are
prescribed by law, to purchase, receive by donation or exchange, or lease any real or personal
property necessary for the use of the City and to preserve, take care of, manage, and control
the same.
(Ord. No. 1658, § 1(2.05.010), 1-17-2006)
2.05.020 Appraisal required for certain purchases of real property or conservation
easements.
Unless otherwise provided by law, the City may not purchase real property in an amount in
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Page 38 of 924
excess of $200,000 or a conservation easement using public funds in an amount in excess of
$40,000 unless the value of the property or conservation easement has been previously
estimated by a disinterested certified general real estate appraiser selected by the City
Manager.
(Ord. No. 1658, § 1(2.05.020), 1-17-2006; Ord. No. 1683, § 1, 11-27-2006)
2.05.030 Authorization to sell and exchange City property.
A. The City Commission has the power to sell, trade, or exchange any real or personal
property, however acquired, belonging to the City that is not necessary to the conduct of City
business or the preservation of its property.
B. Whenever the City purchases equipment, as provided in MCA 7-5-4301 through 7-5-
4310, City equipment that is not necessary to the conduct of the City business may be traded
in as part of the purchase price or may be sold at public auction, as provided in MCA 7-5-
4310, in the discretion of the City Manager or City Manager's designee.
C. Any sale, trade, or exchange of real or personal property must be accomplished under
the provisions of this Chapter. In an exchange of real property, the properties must be
appraised, and an exchange of City property may not be made unless property received in
exchange for the City property is of an equivalent value. If the properties are not of equivalent
values, the exchange may be completed if a cash payment is made in addition to the delivery
of title for property having the lesser value.
D. If the City owns property containing a historically significant building or monument, the
City may sell or give the property to nonprofit organizations or groups that agree to restore or
preserve the property. The contract for the transfer of the property must contain a provision
that:
1. requires the property to be preserved in its present or restored state upon any
subsequent transfer; and
2. provides for the reversion of the property to the City for noncompliance with conditions
attached to the transfer.
(Ord. No. 1658, § 1(2.05.030), 1-17-2006)
2.05.040 Requirements for certain sales.
When the City Commission, after public hearing, has determined by a two-thirds vote of all the
members that any real property owned by the city is not needed for public use, or that the
public interest may be furthered, the City may sell such property by bid, auction with reserve,
or negotiated sale or exchange, subject, where appropriate, to a minimum price established
through an appraisal that certifies the value of such property. Notice of sale, exchange, or
auction shall be published as provided in MCA 7-1-4127. The city may terminate the sale
procedures used at any time and may reinitiate the same or different procedures at a later
date.
(Ord. No. 1658, § 1(2.05.040), 1-17-2006 Ord. No. 1713, § 1, 8-27-2007)
2.05.050 Terms of sale.
A. Except as provided in Section 2.05.030.D, a sale under this part must be for cash or on
terms that the City Commission may approve, provided that at least 20% of the purchase
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price is paid in cash. All deferred payments on the purchase price of any property sold must
bear interest at a market rate, payable annually, and may be extended over a period of not
more than five years.
B. Subject to Section 2.05.030.D, a sale may not be made for less than 90% of the
appraised value.
C. Subject to Section 2.05.030.D, the title to any property sold may not pass from the City
until the purchaser or the purchaser's assigns have paid the full amount of the purchase price
into the City treasury for the use and benefit of the City.
(Ord. No. 1658, § 1(2.05.050), 1-17-2006)
2.05.060 Appraisal required for certain sales.
Unless otherwise provided, no sale of real property shall be made of any property unless it has
been appraised within one year prior to the date of the sale.
(Ord. No. 1658, § 1(2.05.060), 1-17-2006)
2.05.070 Use of proceeds of property disposition.
The funds derived from property disposed of in accordance with this chapter, in the discretion
of the City Commission, may be credited to any account that is in the best interest of the
City."
(Ord. No. 1658, § 1(2.05.070), 1-17-2006)
Chapter 2.06
MUNICIPAL COURT*
*State law reference—Municipal courts, MCA 3-6-101 et seq.
Sections:
2.06.010 Establishment of the municipal court.
2.06.020 Sessions of the municipal court.
2.06.030 Office of clerk of the municipal court.
2.06.040 Duties of the clerk of the municipal court.
2.06.050 Office of municipal judge.
2.06.060 Method of selection and term of office.
2.06.070 Qualifications of municipal judge.
2.06.080 Powers and duties of municipal judge.
2.06.090 Procedure for court appointed counsel.
2.06.100 Compensation and expenses.
2.06.110 Oath and deposit of funds.
2.06.120 Qualifications of a judge pro tempore.
2.06.130 Vacancy filled by commission.
2.06.140 Appeal to district court.
2.06.150 Limitation on appeals.
2.06.010 Establishment of the municipal court.
A. The municipal court is hereby established pursuant to Title 3, Chapter 6, Montana Code
Annotated (MCA 3-6-101 et seq.). The court is established for all intents and purposes set
forth in state law and any reasonable inference therein.
50
Story Mansion and Carriage House Condition Report
January 27, 2011
In August of 2003, Comma-Q Architecture, Inc. completed a condition assessment of the Story Mansion
and Carriage House. The assessment included the following building elements: Plumbing and
Mechanical systems; Electrical; Structural condition; a Site Summary; an Environmental and Hazardous
Materials inspection; and a Historic summary.
The exterior, basement, and main floor renovations of the Mansion that have taken place to date
addressed the bulk of the items that needed attention to protect both the character of the building and
prevent further deterioration. Overall the condition of the Mansion is good for a vintage building that
has been reworked. The interior areas of the building that have not yet been renovated are stable but
will require quite a bit more work to be on the same quality with the main level.
The roof of the Mansion was damaged in the June 2010 hail storm. Insurance coverage will take care of
the replacement of the roof. Once this work is completed, along with some siding damage, window
replacements, gutter repairs, and re-painting, (also covered by insurance), the envelope of the building
will be secure.
Insulation of the second and third floors and the attic area of the building was covered through some
grant funding and that work will reduce the overall operational cost of the through reduction of energy
costs.
Ongoing maintenance and repairs will continue as needed to protect the investment and provide a
quality facility for public use. The bulk of the work for site maintenance, lawn care and snow removal, is
taken care of by city staff at this time.
The items that still need attention in order to fully utilize the facility are the renovation of the second
and third floors. This use will also require the addition of a second point of access and emergency
egress. In November of 2009 Comma-Q provided some cost estimates for these improvements.
Many interior finishes in the back areas of the basement have not been upgraded. The building systems
and mechanical equipment in the basement are not areas where we want the general public. This area
will be designated as back of house with no formal restoration of this area planned for at this time.
The numbers provided in this report are general estimates for the possible uses of the Mansion that
have been discussed to date, such as office space on the second floor and storage on the third floor.
The full plumbing, electrical, data, and mechanical system needs will be determined by the type of use
that ultimately occupies the space. Also please keep in mind that these numbers are already close to 2
years old.
The estimate for the second and third floor renovation which includes structural upgrades,
selective demolition, and a new wood access stairway with metal handrails from the 1st to the
3rd level, and reconfigure partitions at the new stairway is $128,680.00. This work would be
more landlord types of improvements that would be the responsibility of the city and the other
renovations, discussed below, could be under the category of tenant improvements.
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The estimate for the elevator and stair tower addition is $602,616.00.
Renovation will also require the expansion of the parking lot by an additional 20 spaces in
order to accommodate the added usable square footage for the 2nd and 3rd floor of the Mansion.
This calculation does not include the square footage requirements for the Carriage House. The
estimate for the development of the lot, site lighting, storm water retention, and landscaping is
$63,500.00
Other items listed in the Capital Improvements Budget that are mansion related are:
Replacement of deteriorated perimeter sidewalk - $69,200.00.
Installation of an underground irrigation system - $35,000.00.
Any proposals for the completion of the interior renovations on the 2nd and 3rd floor to date have
centered on the potential tenants taking the responsibility for the renovations. The final use will
determine the extent of some of the renovation requirements. For example what happens on the third
floor will determine whether there are structural upgrades required for the third floor.
The conversion of the second floor space for office type use and to bring the interior finishes up
to the standard of the main level would likely include the following: Provide a new bathroom on
the second floor; interior finishes and trim; restore or replace doors as required; reconfigure
the fire suppression system; reconfigure hot water heating system lines; electrical and lighting
upgrades. The low estimate for this work would be in the range of $530,000.00,
depending on how extensive the renovations include recreating all the historic details of the
original character of the Mansion.
To date all of the emphasis for repairs and renovations has been on the Mansion proper with nothing
done to date on the Carriage House, other than some painting and maintenance. The Carriage House
was included in the condition assessment and the items that will need to be addressed there are – Code
compliance; Re-roof; Energy upgrades; and additional structural shoring for the north end of the
building for use of the second floor of the facility; Plumbing; Electrical; and Mechanical upgrades.
The identified use of the building will dictate the extent of the code related improvements and how
much electrical, plumbing, and mechanical work will have to take place.
Renovation estimates for the Carriage House have not been developed because the possible use of the
building is an unknown at this point. Staff is working on some rough renovation costs based on square
footage. Once some estimates are developed we will pass them along.
Prepared by James Goehrung, Director of Facility Services from 2009 Preliminary Scope and Summary
Statement of Probable Construction Costs Provided by Comma-Q Architecture, Inc.
52
Memorandum
January 25, 2011
REPORT TO: Ron Dingman, Parks and Recreation Director
FROM: Carole Brennan, Ed. D., Recreation Superintendent
SUBJECT: Story Mansion Rental History
Current Status: Public reception of the doubling of rental fees as of January 1, 2011 has been poor for those interested in renting of
the mansion, especially non-profits. It is awkward for staff to explain the change. We are documenting patron comments in regard to the
mansion rental fees.
Trends and Effects: There were nine rentals for the month of January, 2011; of these, three are City fee-waived events (this includes
City Department events as well as Friends of the Story Mansion Tours and meetings). There are currently no bookings fee-paid rentals
for February with one fee-paid event scheduled for March. April has one City fee-waived event and one paid event scheduled for April.
No fee-paid rentals have been booked for May. One wedding is scheduled for June and two for July respectively, however these both
where grandfathered in under the old rates due to when they were booked.
Staff Support: Staff support consists of time spent with patrons ‘selling’ the rental on the phone, email, fax or in person, showing
the mansion, collection of administrative paper work, deposit and payment, deposit return, staff cleaning of facility after use, ordering
and stocking of supplies, tracking of concerns, miscellaneous repairs, administrative meetings and paperwork, etc.
Fiscal Effects: It is estimated 20 % of staff time is spent in these combined areas. Staff time consists of: Administrative Assistant,
Two Recreation I Leaders, Recreation Manager, and Recreation Superintendent. This translates into a rough staff cost of per year of
$24,000.
53
Rental History:
DATE REUNION CITY FRIENDS MEETING RECEPTION WEDDING REHEARSAL RETREAT BIRTHDAY SOCIAL HOLIDAY PARTY GRADUATION MISC TOTAL
Jul-09 1 1 2
Aug-09 3 2 2 1 1 9
Sep-09 2 1 3 1 1 1 1 10
Oct-09 5 1 3 1 1 2 13
Nov-09 2 4 1 1 1 1 1 11
Dec-09 2 1 2 1 1 1 12 2 22
Jan-10 1 3 3 1 8
Feb-10 2 7 2 1 2 1 15
Mar-10 3 5 1 1 10
Apr-10 1 1 2 2 2 2 10
May-10 5 6 2 1 1 1 2 18
Jun-10 1 5 2 4 2 3 2 19
Jul-10 4 1 3 2 1 11
Aug-10 1 6 4 1 4 1 1 2 20
Sep-10 1 6 3 1 2 1 4 18
Oct-10 1 4 4 1 1 2 1 1 3 18
Nov-10 1 5 5 2 2 2 1 18
Dec-10 4 1 1 2 2 11 3 24
Jan-11 2 5 2 9
Feb-11 5 5
Mar-11 1 4 5
Apr-11 1 1 2
May-11 1 1
Jun-11 1 1
Jul-11 2 2
TOTALS 3 33 80 38 16 17 10 3 5 23 24 3 26 281
Report compiled on: 1.25.11
54
s
MEMORANDUM OF AGREEMENT ON THE STORY MANSION
This Memorandum of Agreement
is made and entered into this jj day
of December
2009 by and between the
City of Bozeman a Municipal Corporation herein after referred to
as
City and Friends of The
Story Inc a Montana Non Profit Corporation
with the purpose
of
preserving the Story Mansion
located in Bozeman Montana
RECITALS
WHEREAS the City
and Friends of The Story Inc a Montana nonprofit corporation
hereinafter referred to as FOS desire to enter into this Memorandum of
Agreement with
regard to preservation of the historic
Story Mansion located in
Bozeman Montana and
WHEREAS the City
is a municipal corporation organized under the laws of
Montana
and
WHEREAS the City owns Lot IA Block 3 in the Butte Addition
to the City of
Bozeman as amended located in the NW a of Section 18
T 2 S R 6 E
Plat C35Fmore
commonly described as the Story Mansion
located at 811 South Willson Avenue City
of
Bozeman Gallatin County Montana
and
WHEREAS the Bozeman City
Commission finds it is in the best interest of the City to
assist in the historic preservation of
the Story Mansion
and
WHEREAS FOS a nonprofit entity with an
express mission of dedication to
preserving the
Story Mansion in
compliance with all
applicable zoning and
planning regulations
and
WHEREAS the
City and FOS are desirous of
entering into a mutually beneficial
agreement to facilitate
development of the
Story Mansion as an educational cultural and social
center with the goal
of enhancing community
and economic vitality
in Bozeman Montana and
WHEREAS the City supports
s
restoration and development
of the Story
Mansion and Carriage House
hereinafter referred to as
The Story as an educational cultural and social center in the City
of Bozeman Montana
2 Protect Description The Story
consists of three 3 above
ground floors a
finished basement and a detached Carriage House
comprising of
approximately 13 780 square
feet The first phase
of restoration of The Story includes
but is not limited to construction
to
provide public access to the reception entry area library office living
room dining room
solarium unisex ADA compliant
bathroom and catering kitchen on the first floor and the two 2
ADA compliant
bathrooms in the basement which have access from both the first floor and
entry from the outside
grounds
A future phase
of restoration of The Story includes
but is not limited to restoration and
rehabilitation of the second and third floors which includes installation of an exterior elevator
shaft on the SW corner of the building
and elevator ADA
compliant bathrooms and structural
components
3 Grant Opportunities FOS anticipates pursuing grant opportunities
for further
renovation of The Story but will coordinate
any applications with the
City who would
administer any
such grants
awarded
4 Parties Responsibilities
A The City
staff and designated representatives
of FOS will meet on a regular
scheduled basis to discuss matters ofmutual interest including
but not limited to funding
opportunities rental fees branding
of The Story
in local regional
and national markets naming
opportunities in The
Story or on the grounds in
exchange for a specified donation level The
City
shall make all decisions regarding
the matters sectionA4
B The
City agrees to
consider in good faith
r
F The
City will be
solely responsible for maintaining
The Story grounds
and
improvements including but not limited to
the Mansion and the Carriage
House The City
would also be solely responsible
for operations including establishing
rental rates and collection
of rental fees
G FOS will provide
the City with
a copy of
its business plan
and any
supplemental materials
pertinent to its charitable operation The
business plan
will be reviewed
by the board of FOS
annually
H FOS will identify
the members of the Board of Directors to the City
and
will keep
the City
advised of any changes to the Board of Directors or designated persons
responsible for
conducting business with the
City
5 Operations A The City
shall operate
The Story including
but not limited to
all rentals associated with the grounds
the mansion andor the Carriage
House
B FOS shall have the right
of first refusal to operate
The Story
if the City
elects to outsource the management operations providing
that the Friends of the Story
make a
competitive and credible offer The City
would be required
to notify FOS in
writing of the
intension to outsource the operationmanagement
of The Story and
allow FOS ninety 90 days
in which to notify the
City whether or not FOS desires to assume responsibility for
operation of
The Story
If FOS elects to take over such operational duties the
City and FOS will enter into a
i
e
Eighteenth Judicial District
Gallatin County Montana
and the parties agree
to submit to the
jurisdiction of such court
12 DURATION The term of this Agreement
will be one year
renewable with the
agreement of both
parties At
any time
during the duration of this
agreement both
parties can
agree to extend the
agreement as described in paragraph
6 of this MOA
13 NOTICES All notices required
under this Agreement shall
be deemed properly
served if delivered in writing personally or sent by certified or registered mail to the last address
previously furnished by
the parties hereto
14 Authority The City
and FOS affirm that the undersigned
have the authority to
enter into this Agreement on behalf of the City
and FOS and to bind the City
and FOS to this
Agreement
IN WITNESS WHEREOF the
parties have hereunto set their hands this NIL day of
be reM mil 2009
The City of Bozeman
C
By C j6
Its
Friends of the Story
Inc
By
ane D Klockman
Its President
REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
STATE OF MONTANA
Memorandum of Agreement 4
City of BozemanFriends of The Story
Inc
59
County ofGallatin
t
On this I L day
of bec er 2009 before
me a notary public in and for said
State personally appeared LVnrr5 15
known to me to be the
Cif 4f of The
City of Bozeman and the
person whose name is subscribed to the
within instrume t and acknowledged to me that heshe executed the same for and on behalf of
the City
of Bozeman
IN WITNESS WHEREOF I have hereunto
set my
hand and seal the date first above
written
0
Print name
S
Notary Public for the State of Montana
NOilylIIII
SEAL Residing at
My commission
expires
AIMEE KISS
L
NOTAF SV YVF3LIC
NIcLVTANn
BOZEMAN
Mi NTl1FV11
MVNU4MMltitilc
ExF IFiES
1 2 ci t
STATE OF MONTANA
County ofGallatin
On this a0 dLay of ankar 200 before
me a notary public in and for said
State personally appeared Jane D Klock
an known to me to be the President of Friends of the
Story Inc and the
person whose name is subscribed to the within instrument and acknowledged
to me that she executed the same for and on behalf of the Friends of the Story
Inc
IN WITNESS WHEREOF I have hereunto set
my hand and seal the date first above
written
rvoTnr Ini Notary Public for the State of Montana Print name
SEAL f Residing at
My commission
expires
AIMEE KISSEL
NOTAF aY
V k3 LIC
FOR THE
STL 7E OF
ML 31TA4 1
G3ESIC 7NL
AT
ROZEMAN MNT
City of Bozeman
Story Mansion Project
Prepared by City Finance Department
January 2010
Purchase and Capital Improvements
Purchase Price ‐ General Fund 2003 $ 1,316,489 *
Construction & Building Improvements, By Funding Source ‐ through 2010
HUD Grant Windows $ 297,000
HUD Grant Exterior Stabilization $ 497,000
Phase I ‐ Save America’s Treasures (SAT) Grant $ 493,840
Phase I ‐ General Fund Match of SAT $ 450,000 *
Phase I ‐ General Fund ‐ To be reimb by Public Fundraising $ 391,222 *
Phase I ‐ National Trust for Historic Preservation Grant $ 7,000
HB645 Historic Preservation Grant ‐ Insulation $ 24,334
Total Building Improvements $ 2,160,396
Grand Total Building & Construction $ 3,476,885
of that total ‐ City General Fund $ 2,110,489 *
61
City of Bozeman
Story Mansion Project
Prepared by City Finance Department
January 2010
Operations Before Community Center
Related Revenues Before Community Center:
Gallatin County ‐ Preservation Workshop Grant $ 2,500
State Historic Preservation Grant ‐ PSC $ 2,500
Early Donations ‐ Prior to Community Center $ 3,769
Early Wedding Rentals ‐ Prior to Community Center $ 1,285
Total $ 10,054
Operating Costs Before Community Center (prior to July 2009)
Supplies & Materials $ 4,927
Repair & Maintenance $ 28,660
Utilities $ 53,485
Contracted Services $ 36,244
Advertising $ 2,818
Taxes & Assessments $ 4,642
Other $ 1,035
Total $ 131,810
Note: These reports do not contain any City personnel costs. (Administration, Facilities Maintenance, Parks,
Recreation, Grants, or Historic Preservation.)
Difference Between Revenues & Expenditures ($121,756)
62
City of Bozeman
Story Mansion Project
Prepared by City Finance Department
January 2010
Operations As Community Center
Operating Revenues: June 2009 ‐ June 2010 July ‐ Dec 2010
Rental Income: $ 23,227 $ 17,076
Total $ 23,227 $ 17,076
Operating Costs after Community Center (June 2009‐December 2010)
June 2009 ‐ June 2010 July ‐ Dec 2010
Supplies & Materials $ 8,732 $ 834
Repair & Maintenance $ 2,851 $ 192
Utilities $ 10,198 $ 4,609
Contracted Services $ 3,161 $ 1,854
Advertising $ ‐ $ 281
Taxes & Assessments $ 403 $ 211
Other $ 288 $ 115
Total $ 25,632 $ 8,096
Difference Between Revenues & Expenditures ($2,405) $8,980
Note: These reports do not contain any City personnel costs. (Administration, Facilities Maintenance, Parks,
Recreation, Grants, or Historic Preservation.)
Other Revenues:
Donations to City ‐ as part of Public Fundraising $ 2,166 $ ‐
63
City of Bozeman
Story Mansion Project
Prepared by City Finance Department
January 2010
Summary of Funding Sources Dollars % of Total
City General Fund (Costs net of rentals or donations) $ 2,270,727 62.3%
Housing & Urban Development, EDI Grant $ 794,000 21.8%
Save America's Treasures Grant $ 493,840 13.6%
National Trust for Historic Preservation $ 7,000 0.2%
HB645 Historic Preservation $ 24,334 0.7%
Mansion Rental Income $ 41,588 1.1%
Gallatin County ‐ Preservation Workshop Grant $ 2,500 0.1%
State Historic Preservation Grant $ 2,500 0.1%
Donations to the City $ 5,935 0.2%
$ 3,642,424 100.0%
Housing & Urban
Development, EDI Grant,
21.8% Save America's Treasures
Grant, 13.6%
National Trust for Historic
Preservation, 0.2%
HB645 Historic
Preservation, 0.7%
Summary of Funding Sources
City General Fund (Costs
net of rentals or
donations), 62.3%
Housing & Urban
Development, EDI Grant,
21.8% Save America's Treasures
Grant, 13.6%
National Trust for Historic
Preservation, 0.2%
HB645 Historic
Preservation, 0.7%
Mansion Rental
Income, 1.1%
Gallatin County ‐
Preservation Workshop
Grant, 0.1%
State Historic Preservation
Grant, 0.1%
Donations to the City, 0.2%
Summary of Funding Sources
64
NtA
MY COMMI SIUN EXF IF26S 7 2 Opt
Memorandum of Agreement 5
City of BozemanFriends of The
Story Inc
60
separate agreement with
regard to the operationalmanagement
services to be provided by FOS
6 Modification and Amendment This MOA may
be modified or amended only
in writing by
the mutual agreement of the
parties involved
7 Supplementation of the Agreement The
parties agree that it
may be desirable
to provide individual or more specific provisions which
may be
accomplished through the
execution of written supplements to this MOA as needed
8 Assignment This MOA is assignable by
FOS only upon the
written acceptance
of the assignee by the
City which acceptable
shall not be unreasonably
withheld
9 Attorney sFees
Legal costs expenses incurred
in association with this
agreement shall be borne
by each
party
10 Waiver No waiver of any
default shall constitute a waiver of any
other default
nor shall such waiver constitute a continuing waiver No waiver of
any term or condition of this
Agreement shall constitute a waiver of
any other term or condition whether or not similar nor
shall such waiver constitute a continuing waiver
11 Construction and Venue This Agreement
will be construed under and governed
by the laws of the State ofMontana In the event
litigation concerning it venue is in the
Memorandum of Agreement 3
City of BozemanFriends of The
Story Inc
58
and timely act on any proposals
submitted by FOS
for any donations which include a naming opportunity to be offered to the
prospective donor
C The
City will not impose any limitations constraints or restrictions on
FOS sability
to partner with other
charitable organizations City Boards and
or neighborhood
organizations with similar missions including
but not limited to preservation
of landmark
property historic preservation
andor operation of
mansions held in the public
domain
D The City
and FOS will consult with one another on matters of outsourcing
elements of operation
and maintenance of The Story
E The City acknowledges
that FOS may gift
certain furniture equipment
personal property andor funds to the
City for specified uses at The Story
Mansion The City
agrees that it will
provide a written receipt or confirmation of each such donation within ten 10
days of its
receipt by the
City The City further
agrees and acknowledges
that the City
will
allocate all such donations to The Story Mansion as directed by FOS in
writing
Memorandum of Agreement 2
City of Bozeman Friends of The
Story Inc
57
the mission of FOS in preserving
the Story Mansion and
WHEREAS the
parties find that it is in their best interest and the best interest of the
citizens of Bozeman to enter into this Memorandum of Agreement
to facilitate the preservation
of the Story
Mansion
NOW THEREFORE in consideration of the mutual covenants and conditions
contained herein the
parties agree as follows
I Purpose This Memorandum of Agreement
MOA establishes the
understanding and agreement
of the parties
for the activities surrounding preservation
Memorandum of Agreement I
City of BozemanFriends of The
Story Inc
56