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Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Brian Heaston, Project Engineer
Richard Hixson, City Engineer
Chuck Winn, Assistant City Manager
SUBJECT: Integrated Water Resources Plan (IWRP)
MEETING DATE: May 2, 2011
AGENDA ITEM TYPE: Action
RECOMMENDATION: Make a motion directing city staff to procure professional services
in developing an Integrated Water Resources Plan (IWRP) in general accordance with the IWRP
framework discussed in packet materials and the staff presentation for the regular meeting of the
City Commission on May 2, 2011 including any specific deliberations modifying said
framework as agreed to by the City Commission.
BACKGROUND: The city of Bozeman entered the 21st century with a population of 28,000
people. By 2010, after a decade of record growth, the population grew to 37,280 - an increase of
33% over the 10 year period, or an average 3.3% per year. With increasing population, comes
increasing water demand and the city has been diligent in planning for these future demands as
exhibited by its efforts in water facility planning.
The 2005 Water Facility Plan indicates that the city’s existing water rights are capable of serving
a total population of 88,000 people. However, the reliable yield of these rights – which is the
quantity of water available during drought – has a significantly lower service capacity of 54,500.
These numbers are based upon a simple per capita demand model using 170 gallons per person
per day (gpcd). The plan uses conservative estimates of per capita use (170 gpcd), and a 5%
future population growth value, to predict a water rights deficit to occur in 2025 and reliable
yield deficit in 2016. When these deficits will truly occur is a function of experienced
population growth and actual per capita water demand.
Water supply planning is an oft contentious, complex, and resultantly protracted exercise.
Generally, it takes many years to work through the myriad issues surrounding new supply
options - to build community consensus, to permit, fund, and construct. The water facility plan
provides suggestions for new sources of supply, but does not detail specific issues each potential
source must overcome for successful implementation. Furthermore, the plan does not address
the viability of supply options in terms of contentious and high-dollar issues surrounding
community consensus, environmental compliance permitting, and water rights.
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In June 2009 the city hired Great West Engineering to prepare a plan for developing a new dam
and reservoir in Sourdough canyon. The basic intent of the plan was an exercise in due
diligence, performed to gauge the sphere of issues surrounding project development and how
best to navigate those issues to successful project implementation. A special presentation was
made to the City Commission on May 24, 2010 by staff and Great West Engineering to discuss
progress of the Sourdough development plan. The Commission was concerned that the project
appeared pre-decisional and that perhaps a dam in Sourdough was not the best approach for a
new source of future water supply. Staff explained the concern the city had about preserving its
water rights in Sourdough and that the dam/reservoir option would perfect a presently non-
useable right to 6,000 acre-feet/year of supply water.
In response to direction given by the Commission during the special presentation, a work session
and policy discussion was held on November 1, 2010. The meeting covered several broad
topics, including: summary of previous planning efforts; overview of supply deficiency, water
conservation, water rights abandonment, and groundwater development.
At the conclusion of the session it was made apparent that a shift in approach was needed to
address the supply deficiency and that it was not sensible to purely focus on a dam and reservoir
in Sourdough to provide for the future water needs of the community. Admittedly, the focus of
the reservoir plan was narrow going in. Now, nearly two-years after the plan was begun; the
way forward coming out is broad and integrated by necessity.
The desire of the Commission, as staff understands it, is to develop a process that objectively
evaluates all available supply alternatives in an integrated fashion, to place further emphasis on
water conservation, and to procure the counsel of a water rights attorney. A draft framework for
an Integrated Water Resources Plan (IWRP) is proposed as follows. Staff welcomes
Commission discussion on the outline provided and any deliberated modifications to the
framework. This outline is intended to guide the IWRP process and will form a scoping basis for
future requests for proposals (RFP) used to procure professional services in relation to IWRP
preparation and execution.
Integrated Water Resources Plan – Draft Framework
A) Supply Planning Purpose and Need
B) Supply Planning Alternatives Analysis
C) Work Plan Development and Implementation
The IWRP will proceed through the three principal compartments outlined above in the order in
which they appear. Further detail is provided below.
A) Supply Planning Purpose and Need
Intent: Establish clear and well defined project goals and objectives reflecting the collective
values of the city of Bozeman. The purpose and need analysis will culminate with a specific
purpose and need statement that documents the analyses conducted and will provide the
foundation for the subsequent Supply Planning Alternatives Analysis compartment.
A draft outline of anticipated tasks necessary to complete the Supply Planning Purpose and Need
compartment follows.
A.1 Compile existing data and reports related to water supply sources and facilities.
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A.2 Evaluate all water rights held and/or owned by the city.
A.3 Reinvestigate firm water yield.
A.4 Characterize existing water use patterns.
A.5 Update the water conservation plan.
A.6 Prepare a robust water demand project model using the information gathered in
items A.1 thru A.5.
A.7 Develop a draft purpose and need statement incorporating items A.1 thru A.6.
This is intended to be a collaborative effort that includes a technical committee,
an advisory committee, and the general public.
A.8 Complete public work sessions to present the draft purpose and need statement to
the Bozeman community.
A.9 Finalize purpose and need statement based on public and committee input.
Completion of the Supply Planning Purpose and Need is estimated to take six months at a cost of
$100,000 - $150,000. The following flow chart graphically represents relationships between the
anticipated tasks above. Note: the chart is taken from the draft Sourdough Reservoir
Development Plan.
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B) Supply Planning Alternatives Analysis
Intent: Identify a reasonable range of practical alternatives to meet the purpose of need for the
project developed in the Supply Planning Purpose and Need compartment. The process will
involve stakeholders and is the primary tool used to arrive at a supply alternative that satisfies
community values.
A draft outline of anticipated tasks necessary to complete the Supply Planning Alternatives
Analysis compartment follows.
B.1 Develop alternatives selection criteria with input from the technical committee
and advisory committee. A three-tiered screening process will be employed with
increasingly detailed screening criteria applied.
B.2 Prepare an initial list of alternatives with input from the technical committee and
advisory committee. An exhaustive list of possible source solutions satisfying the
purpose of need will be prepared.
B.3 Complete a public work session to inform the Commission and general public on
items B.1 and B.2.
B.4 Complete a reconnaissance level screening of alternatives list prepared with item
B.2. This screening tool is intended to identify alternatives with fatal flaws when
screened against reconnaissance level criteria. Example criteria include technical
feasibility, water rights protection, severity of environmental impacts, quality of
life, etc. This level of alternative screening typically does not involve cost and
uses existing available information. The technical committee and advisory
committee will be included.
B.5 Complete a preliminary level screening of alternatives remaining after completion
of item B.4. This will include a qualitative and quantitative analysis for each
remaining alternative. The level of detail is preliminary, but must be sufficiently
detailed to justify the elimination of alternatives. Existing data will be utilized to
the degree practicable, but limited field investigations and engineering study may
be required. A ranking matrix will be developed with input from the technical
committee and the advisory committee. Ranking criteria could include
parameters such as cost per acre-foot, impact on demand and firm yield, water
rights, environmental considerations, recreation, quality of life, etc.
B.6 Complete a detailed level screening of alternatives remaining after completion of
item B.5. The primary goal of this last screening level is to select a preferred
alternative or a small number of alternatives that proceed into compartment C of
the IWRP framework (Work Plan Development and Implementation). This level
of screening must be sufficiently robust to justify the cost of proceeding into
implementation. This may require extensive field work and testing depending on
the alternatives that have made it to this detailed screening level.
B.7 Complete public work sessions to inform stakeholder groups and the general
public of the selected alternatives.
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B.8 Finalize the preferred alternative selection(s) moving forward into the work plan
and implementation compartment of the IWRP. Base finalization(s) on public
input received, and present conclusions to the City Commission.
Completion of the Supply Planning Alternatives Analysis is estimated to take between 12 and 18
months at a cost of $300,000 - $400,000. The following flow chart graphically represents
relationships between the anticipated tasks above. Note: the chart is taken from the draft
Sourdough Reservoir Development Plan.
C) Work Plan Development and Implementation
Intent: Implement the preferred alternative(s).
Tasks required within the work plan to implement the preferred alternative are highly variable
and depend upon the nature of the preferred alternative and the level of environmental
compliance permitting required. For example, development of a reservoir in Sourdough canyon
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will require full compliance with the National Environmental Policy Act (NEPA) through
preparation of an Environmental Impact Statement (EIS). The EIS process requires its own
separate purpose and need statement and alternatives analysis, ultimately leading to a Record of
Decision (ROD) for the preferred EIS alternative. The IWRP purpose and need, and alternatives
analysis compartments are distinct from the EIS elements of the same name, yet are interrelated.
Understanding the nuances between the interrelating elements of the IWRP tasks and NEPA EIS
requirements will create a strategic IWRP that can move relatively seamlessly into and through
similar NEPA elements.
All new supply sources must obtain a water right from the Montana DNRC. The process
employed to successful navigate the permitting requirements are dependent upon the preferred
supply alternative.
The following flow chart graphically represents the NEPA EIS process. Note: the chart is taken
from the draft Sourdough Reservoir Development Plan, but the process is identical for any
alternative.
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A draft outline of anticipated tasks necessary to complete the Work Plan Development and
Implementation compartment follows:
C.1 Release a RFP to obtain professional services to design, permit, and manage the
preferred alternative.
C.2 Complete environmental compliance permitting.
C.3 Obtain approval for a new water right.
C.4 Design the project.
C.5 Prepare and implement a capital funding strategy.
C.6 Bid and construct.
Time and budget necessary to complete this compartment of the IWRP is dependent upon the
preferred alternative.
UNRESOLVED ISSUES: The city has been approached by Salar Properties, LLC to enter
into a Memorandum of Understanding (MOU) to formalize a relationship to participate in a joint
feasibility analysis to assess the risks and benefits the Salar water resources project. Staff does
not recommend the city enter into an MOU with this group at this time. Salar properties is a
joint venture between John Dunlap, Kent Brodie, and George Metcalfe. The project proposes to
construct a 3,000 acre-foot off-stream storage reservoir midway between Four Corners and
Gallatin Gateway east of Highway 191. Staff proposes that the Salar project be included as an
available alternative in the IWRP alternatives analysis. If the project, after being vetted through
the IWRP, is selected as a preferred alternative, then a formal relationship can be pursued. Until
this occurs, the project is not ripe for an MOU.
ALTERNATIVES: As recommended by the Commission.
FISCAL EFFECTS: Compartments A & B of the proposed IWRP framework are estimated to
cost between $400,000 and $550,000 to complete. The FY’12 water impact fee CIP allots
$250,000 to complete the IWRP. This leaves an estimated deficit of $150,000 to $300,000 to
complete the project as contemplated by the proposed framework. There are sufficient funds
within the water impact fee CIP to complete the IWRP purpose and need at an estimated cost of
$100,000 to $150,000.
Attachments: None
Report compiled on: April 22, 2011
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