HomeMy WebLinkAboutPresentation of parts of the Recommended Capital Improvement Plan for FY 2013-2017
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Chris Kukulski, City Manager
Anna Rosenberry, Finance Director
SUBJECT: Presentation of parts of the Recommended Capital Improvements Plan
(CIP) for FY2013-2017
AGENDA ITEM TYPE: Policy Discussion
MEETING DATE: December 5, 2011
RECOMMENDATION: Listen to Presentation, ask questions and take public comment.
Direct staff to bring back CIP for adoption, with or without changes, on a future Consent or
Action Item agenda.
BACKGROUND: Each year, the City Manager is required to prepare a 5 Year Capital
Improvements Plan and submit it to the Commission by December 15th. The Commission
usually then holds a public hearing and adopts the plan in parts, over the course of a number of
meetings. Items for discussion at tonight’s meeting are:
December 5: Impact Fee CIP’s
• Fire Impact Fee
• Water Impact Fee
• Wastewater Impact Fee
• Street Impact Fee
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Unlike the majority of the Capital Improvement Plans, where staff develops a recommended plan
for adoption, the Impact Fee Advisory Board is required by statue to review and monitor the
“spending of impact fees,” MCA 7-6-1604 (2.) As a result, these CIP plans were developed by
the Impact Fee Advisory Board over a series of three meetings this fall. What is presented
tonight has been recommended for adoption by the Committee; minutes of their meetings are
attached.
Rating Criteria: NEW for this update of the Impact Fee CIP. Staff members thought it
might be helpful if some criteria were developed that could express both the required elements
for funding an Impact Fee capital project, and the preferred elements. Ranking projects is a
concept that has been used successfully in the General Fund for a couple of years. The Criteria
combine to reflect state law, local ordinance, and local Commission direction. Questions about
how economic development efforts fit with impact fee capital improvements were discussed, and
are primarily embodied in Criteria 4. The Impact Fee advisory board agreed that the criteria
were helpful, approved some changes to staff suggestions, and recommended that the
Commission move forward with the criteria for these four capital plans. If the Commission sees
ways to improve on these criteria – please recommend some changes.
Criteria – IMPACT FEE CIP Rating Notes This Project’s Score
1. REQUIRED Yes/No Infrastructure, Capital, or Debt Payment on Infrastructure or Capital Purchase. (Cannot be used for operations or
maintenances costs.) MCA 7-6-1602(e)
2. REQUIRED Yes/No Useful Life of 10 Years or more. MCA 7-6-1601(1)(a)
3. REQUIRED Yes/No Improvements or Equipment made necessary by New Development since the inception of the Impact Fee Program.
(MCA 7-6-1602 (7) & 7-6-1603(3)
4. Benefits to
Impact Fee Payers
Up to 20
pts
20 – Project facilitates development of numerous city properties,
or potential city properties, in the immediate or near future (1-2 Years.)
10 – Project facilitates development of numerous properties in 3-5 Years, or immediate development of a small area of property.
5 – Project will likely facilitates development within 5-10 Years. 0 – Project will address development that has occurred since
1995, but will not likely facilitate new development.
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Written Comments Received: During the course of the Advisory Board meetings, three written
comments/documents were presented. All of them related to the Street Impact Fee schedule.
They are attached for your review.
• TD&H Letter – Manly & Griffin Improvements, SIF32 (addressed by the Board;
included in the Street Impact Fee CIP, as unscheduled.)
• Studio Architects Letter – 27th Street Connector, SIF28 (addressed by the Board; moved
to FY13 for funding.)
• Economic Development Director Letter – N. 7th Avenue & Griffin Drive Intersection,
SIF33 (addressed by the Board, included in the Street Impact Fee CIP, as unscheduled.)
Major Changes to project descriptions recommended by the Advisory Board:
1. Update/Change to WIF 01 – “Sourdough Dam” to become “Water Supply Planning &
Infrastructure.” A substantial change was made to this item to better describe how the
project has changed.
2. Rename of WIF05 – from “Redundant Transmission Main Loop” to “West Loop of
Water Transmission Main” to help clarify that the project will have significant capacity
expanding elements, and does not just provide a redundancy feature.
Policy Issues Discussed: As you will see in their minutes, the Board frequently discussed a
number of issues surrounding these schedules. These issues will continue to be discussed by the
Board as it moves forward with the update of the Impact Fee Studies in the next few months.
5. Direct Benefits Up to 10 pts 10 – Direct Benefit to all system users, or Provides a “final link” in a piece of existing system infrastructure.
5 – Direct benefit to roughly half, or indirect benefit to all system users.
2 – Direct benefit to small area of the system users or indirect benefit to several areas of system users.
6. Funding Up to 10 pts 10 – Certain. No other funding options are available and/or All other required project funding is ready-to-proceed. 5 – Uncertain. Project is dependent on a mix of other funding sources that are not ready-to-proceed.
0 – Extremely Uncertain or Unlikely. Elements of Funding are deemed very unworkable or unlikely.
7. Commission Work Plan Up to 10 pts 10 – Identified project in Adopted Commission Work Plan 5 – Contributes to an indentified project in the Adopted
Commission Work Plan. 0 – Not identified in Adopted Commission Work Plan.
TOTAL Up to 50 pts.
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1. Should these CIP schedules include a large number of “unscheduled” items, or is it better
to just include a small list of the projects that are most likely to be funded in the 5 years
of the Plan?
2. How and when should the committee comment on how Urban Funds are allocated to the
“capacity expanding” vs. “maintenance” side of Street projects?
3. How and when should the committee comment on the “100% impact fee eligibility” of
Intersections Improvement projects?
UNRESOLVED ISSUES: None.
ALTERNATIVES: As suggested by the City Commission.
FISCAL EFFECTS: This step in the process has no fiscal effect. Once adopted, the
Capital Improvements Plan becomes the basis of the City Manager’s Recommended Budget for
FY13.
Report compiled on: November 23, 2011
Fire Impact Fee CIP
Water Impact Fee CIP
Wastewater Impact Fee CIP
Street Impact Fee CIP
Impact Fee Advisory Board Meeting Minutes
Letter: TD&H Engineering
Letter: Studio Architects
Letter: Economic Development Director
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Fire Impact FeeCapital Improvement PlanFinancial SummaryCurrent YearFY12 FY13 FY14 FY15 FY16 FY17Projected Beginning Reserve Balance Dedicated to CIP155,000$ 156,850$ 33,700$ 222,419$ 414,911$ 611,254$ Plus: Impact Fee Revenues Dedicated to CIP186,850$ 186,850$ 188,719$ 192,493$ 196,343$ 200,270$ Less: Scheduled CIP Project Costs(185,000)$ (310,000)$ ‐$ ‐$ ‐$ ‐$ Projected Year‐End Cash Dedicated to CIP156,850$ 33,700$ 222,419$ 414,911$ 611,254$ 811,524$ Assumptions Made for Revenue Estimates:Current YearFY12FY13FY14FY15 FY16 FY17Estimated Annual Fire Impact Fee Revenues185,000$ 185,000$ 186,850$ 188,719$ 192,493$ 196,343$ Estimated Annual Increase0.0%1%1%2%2%2%Total Estimated Revenues185,000$ 186,850$ 188,719$ 192,493$ 196,343$ 200,270$ Current Revenues Dedicated to CIP %100.0%100.0% 100.0% 100.0% 100.0% 100.0% Plus: Increase Dedicated to Fire Capacity Expansion CIP0.0%0.0%0.0%0.0% 0.0%0.0% Total % Dedicated to CIP100.0%100.0%100.0%100.0% 100.0% 100.0%ProjectedProjectedTotal Estimated Revenues Dedicated to CIP185,000$ 186,850$ 188,719$ 192,493$ 196,343$ 200,270$ 4,000,0003,500,0003,000,0002,500,0002,000,0001,500,0001,000,000500,0000FY13 FY14 FY15 FY16 FY17 UnscheduledFire Impact Fee Projects 1116
PROJ.DEPARTMENTPROJECT NAMEFY13FY14FY16UnscheduledFY15RATINGFY17CIP PROJECT FUND:Impact Fees FireFIF08FIRE IFFIRE STATION #3, DEBT RETIREMENT$310,00050FIF06FIRE IFFIRE STATION #4$2,771,33630FIF07FIRE IFFIRE ENGINE, STATION #4$598,36330Summary for Impact Fees Fire (3 items)Totals by year:$310,000$3,369,699FY13FY14FY15FY16UnscheduledFY172117
CIP Project Fund
Impact Fees Fire
PROJECT NUMBER
FIF06
DEPARTMENT
FIRE IF
PROJECT NAME
FIRE STATION #4
FY13 FY14 FY15 FY16 Unscheduled
$2,771,336
DESCRIPTION OF PROJECT
This project is identified as a priority in the adopted Fire Facility Plan because most of the City's north and west areas are located
such that our response time exceeds four to six minutes for fire and medical emergencies.
Land acquisition costs are not included. The City currently owns the site on the southwest corner of 19th Avenue and Graf
Street, which is ideally situated for this station.
This station will be needed as our community grows in its South West Quadrant. We will need to watch annexations and
subdivisions within the area and schedule this project accordingly.
ALTERNATIVES CONSIDERED
Many are available: Scale down the project size and/or materials used in construction to accommodate a residential type facility
similar to Station #2; require automatic sprinkler systems as built-in protection for all new construction located outside of
ADVANTAGES OF APPROVAL
The completion of this project would enhance our ability to respond to growing parts of the community within a time frame that
has been historically acceptable to the citizens of Bozeman.
Station #1 and #2 are located in areas which ineffectively serve the existing community as well as the portions which are on
Rouse street, a heavily traveled way with a stop light, which occasionally limits our drivers to unsafe access to Rouse or
Mendenhall.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: Impact Fees can not be spent on operations and maintenance costs. The City’s General
Fund will bear the annual operating and maintenance expenses associated with this facility, estimated at $1,200,000, including all
crew personnel.
FUNDING SOURCES
100% Fire Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
3
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CIP Project Fund
Impact Fees Fire
PROJECT NUMBER
FIF07
DEPARTMENT
FIRE IF
PROJECT NAME
FIRE ENGINE, STATION #4
FY13 FY14 FY15 FY16 Unscheduled
$598,363
DESCRIPTION OF PROJECT
This project is the purchase of an engine and accompanying equipment for use out of new Fire Station 4.
It will be necessary to have this engine at the Station when it opens. There is an estimated 12 month lead time in delivery of this
type of equipment.
This engine will be needed for Station #4, which will be required as our community grows in its South West Quadrant. We will
need to watch annexations and subdivisions within the area and schedule this project accordingly.
ALTERNATIVES CONSIDERED
Use of 1989 Pierce Reserve Pumper Darley; buy a used engine; lease/purchase an engine.
ADVANTAGES OF APPROVAL
Purchase of this unit will adequately equip Station #4 for fire and other emergency responses.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: Impact Fees can not be used for annual operating and maintenance costs. The City’s
General Fund will pay for the increased fuel, maintenance and insurance costs associated with this engine, estimated at less than
$30,000 per year.
FUNDING SOURCES
100% Fire Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
4
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CIP Project Fund
Impact Fees Fire
PROJECT NUMBER
FIF08
DEPARTMENT
FIRE IF
PROJECT NAME
FIRE STATION #3, DEBT RETIREMENT
FY13
$310,000
FY14 FY15 FY16 Unscheduled
DESCRIPTION OF PROJECT
At the time of construction of Fire Station #3, there was not enough cash in the Fire Impact Fee fund to pay all the eligible costs.
As a result, the City’s general borrowing authority was used to borrow $890,000 to finish the project. Since February 2010,
debt payments have been made, according to the terms of the loan. We have also been making extra principal payments when
Fire Impact Fee collections are higher than expected. The goal is to retire this debt as soon as possible. At the end of Fiscal Year
2011, the balance owing on the loan was $483,500, with a variable annual interest rate of 1.95%
ALTERNATIVES CONSIDERED
The City could opt to not pay this loan off early; instead making the annual payments each year. However, because the debt is
ultimately backed by the City’s General Fund, borrowing authority under MCA 7-7-4104 is limited to a fixed amount, and interest
ADVANTAGES OF APPROVAL
The General Fund will not be required to pay for capacity expanding costs of the Fire Station.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating and Maintenance Costs: Currently supported in General Fund budget.
FUNDING SOURCES
Loan made on borrowing authority of the City’s General Fund (MCA.7-7-4104)
All loan repayments will be made by Fire Impact Fee Fund.
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:50
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)10
FUNDING CERTAINTY: (Up to 10 pts)10
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)10
5
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Water Impact FeeCapital Improvement PlanFinancial SummaryCurrent YearFY12 FY13 FY14 FY15 FY16 FY17Projected Beginning Reserve Balance Dedicated to CIP8,500,000$ 4,100,000$ 1,883,210$ ‐$ (0)$ (0)$ Plus: Impact Fee Revenues Dedicated to CIP850,000$ 858,500$ 867,085$ 884,427$ 902,115$ 920,158$ Less: Scheduled CIP Project Costs(5,250,000)$ (3,075,290)$ (2,750,295)$ (884,427)$ (902,115)$ (920,158)$ Projected Year‐End Cash Dedicated to CIP4,100,000$ 1,883,210$ ‐$ (0)$ (0)$ (0)$ Assumptions Made for Revenue Estimates:Current YearFY12FY13FY14FY15 FY16 FY17Estimated Annual Water Impact Fee Revenues850,000$ 850,000$ 858,500$ 867,085$ 884,427$ 902,115$ Estimated Annual Increase0.0%1%1%2%2%2%Total Estimated Revenues850,000$ 858,500$ 867,085$ 884,427$ 902,115$ 920,158$ Current Revenues Dedicated to CIP %100.0%100.0% 100.0% 100.0% 100.0% 100.0% Plus: Increase Dedicated to Water Capacity Expansion CIP0.0%0.0%0.0%0.0% 0.0%0.0% Total % Dedicated to CIP100.0%100.0% 100.0% 100.0% 100.0% 100.0%ProjectedProjectedTotal Estimated Revenues Dedicated to CIP850,000$ 858,500$ 867,085$ 884,427$ 902,115$ 920,158$ 50,000,00045,000,00040,000,00035,000,00030,000,00025,000,00020,000,00015,000,00010,000,0005,000,0000FY13 FY14 FY15 FY16 FY17 UnscheduledWater Impact Fee Projects Page 1121
PROJ.DEPARTMENTPROJECT NAMEFY13FY14FY16UnscheduledFY15RATINGFY17CIP PROJECT FUND:Impact Fees WaterW07WATER IFWATER TREATMENT PLANT 22MG MEMBRANE PLANT$3,075,290WIF08WATER IFWATER TREATMENT PLAN DEBT SERVICE PAYMENT$2,750,295$884,427$902,11550$920,158WIF07WATER IFGRAF STREET EXTENSION$150,00035WIF01WATER IFWater Supply Planning and Infrastructure$19,750,00032WIF03WATER IF5.3MG CONCRETE WATER STORAGE RESERVOIR$5,300,00028WIF05WATER IFWest Water Transmission Main Loop$21,680,00010Summary for Impact Fees Water (6 items)Totals by year:$3,075,290 $2,750,295 $884,427$902,115$46,880,000FY13FY14FY15FY16UnscheduledFY17$920,158Page 2122
CIP Project Fund
Impact Fees Water
PROJECT NUMBER
W07
DEPARTMENT
WATER IF
PROJECT NAME
WATER TREATMENT PLANT 22MG MEMBRANE PLANT
FY13
$3,075,290
FY14 FY15 FY16 Unscheduled
DESCRIPTION OF PROJECT
This new Membrane Filter Treatment Plant is the preferred water treatment alternative identified in the adopted Water Facility Plan. It is
recommended to be built with an initial configuration providing 22MGD of water treatment capacity, with future expansion capability to
36MGD. This addresses both the 10- and 20- year capacity requirement forecast for the City’s water treatment system. It is expected to be
online by October 2013.
The current 15MGD WTP equipment is nearing the end of its useful life; the plant’s direct filtration treatment process, while effective most of
the year, becomes only marginally effective during spring runoff or flash thunderstorms in the watershed, dropping plant efficiency as low as
70%; and, rapid population growth and expansion of city water services is increasing demand for water. The current plant capacity may be
exceeded in as few as five years.
ALTERNATIVES CONSIDERED
The Water Facility Plan considered numerous alternatives for water treatment. This was identified as the preferred alternative
in the adopted plan.
ADVANTAGES OF APPROVAL
Planning for increased water supply to meet growing demands and to replace existing equipment that is at the end of its useful
life. The New Plant will be located at the current site in a 49,620 sf building located directly north of the plant. It will include pre-
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
This plant is not estimated require an addition to existing plant staff. Annual O&M costs = est. $1,735,901 (including existing staff
plus new plant expenses). None of these costs can be paid with Impact Fees.
FUNDING SOURCES
The most recent estimate of plant costs was provided in the Fall of 2010, at a total of $40.7 Million. It is estimated that 33% of
total project costs (approx $13.4 Milion) are related to capacity expansion of the plant, and therefore are eligible for impact fee
funding. TOTAL PROEJCT: FY08 Pilot Testing: $200,000. FY09,FY10, FY11 Design and Membrane equipment deposit,
construction $7,267,000. FY12 $16,460,000. FY13 $16,460,000.
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)
DIRECT BENEFITS: (Up to 10 pts)
FUNDING CERTAINTY: (Up to 10 pts)
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)
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CIP Project Fund
Impact Fees Water
PROJECT NUMBER
WIF01
DEPARTMENT
WATER IF
PROJECT NAME
Water Supply Planning and Infrastructure
FY13 FY14 FY15 FY16 Unscheduled
$19,750,000
DESCRIPTION OF PROJECT
The 2005 Water Facility Plan forecasts a growth-related water supply deficiency to occur within the 20 year planning horizon of the document.
A new source of water supply must be planned for, including construction of related infrastructure, to meet the future water demands of the
City before an actual supply problem arises. When this deficiency will actually occur is difficult to predict due to its nexus with multiple factors
that may vary significantly with time. Important temporal-related variables include population growth, per capita water use, climate-related
hydrological impacts, and the relative pattern of sectored growth (i.e. large industrial, residential, and commercial sectors, etc.). Further
complicating the water supply issue are uncertainties surrounding the City’s existing water rights. The project consists of two main components:
Planning; and Implementation. An Integrated Water Supply Plan (IWRP) will be prepared to document, analyze, and evaluate all pertinent and
relevant information surrounding current water rights and water use, future demand, climate impacts, and alternative sources of future water
supply. Alternative source analysis is intended to be a broad array of sources from deep groundwater, shallow groundwater, purchase of Hyalite
Reservoir water, Sourdough Dam, Water Conservation, etc. The goal of the plan is to address the complexities of the City’s existing water
rights, water use and future demand to determine a realistic set of water supply alternatives and capital estimates to further plan and develop
through implementation of IWRP recommendations. The implementation component of the project will likely require additional specific
planning and/or studies. For instance, a specific hydrogeologic characterization of a potential groundwater well field including pump testing; or a
specific geotechnical, geological, and seismic characterization of a potential dam site. Furthermore, environmental permitting (i.e. NEPA/MEPA
compliance) of the implemented alternative will be a likelihood and acquisition of a new beneficial water right permit will be required for any
new water source development. These are complex issues with a protracted implementation future.
ALTERNATIVES CONSIDERED
The IWRP will consider and evaluate a broad array of available water supply sources to satisfy the future needs of the City.
ADVANTAGES OF APPROVAL
Additional water is secured to meet future needs.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Unknown at this time.
FUNDING SOURCES
100% Water Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:32
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)2
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)5
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CIP Project Fund
Impact Fees Water
PROJECT NUMBER
WIF03
DEPARTMENT
WATER IF
PROJECT NAME
5.3MG CONCRETE WATER STORAGE RESERVOIR
FY13 FY14 FY15 FY16 Unscheduled
$5,300,000
DESCRIPTION OF PROJECT
According to the 2007 Water Facility Plan, a new 5.3MG partially buried concrete water storage reservoir was to be constructed by 2017.
Given the recent slow-down in growth, we anticipate needing the tank some time after 2017. The proposed location of the reservoir is on City
property adjacent (to the North) of the proposed new Hyalite/Sourdough water treatment plant. This reservoir is sized to meet the City’s
storage needs up to 2025, assuming a 5% annual growth rate. Locating the storage reservoir at the recommended site will raise the hydraulic
grade line in the City’s water system, which will increase pressure for the southern part of the City and will allow future development to occur
in the south on a gravity system.
ALTERNATIVES CONSIDERED
The water facility plan reviewed numerous options. This is the preferred alternative of the adopted plan.
ADVANTAGES OF APPROVAL
Increased water storage to meet the needs of our growth community, and the requirement of MDEQ. Increased system water
pressure in the southern part of the City.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Requires minimal operation and maintenance. Checking of valves, level sensors and vents on an annual basis and diver inspection
and vacuuming every five years. Estimated at $4,000 annually.
FUNDING SOURCES
100% Water Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:28
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)3
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
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CIP Project Fund
Impact Fees Water
PROJECT NUMBER
WIF05
DEPARTMENT
WATER IF
PROJECT NAME
West Water Transmission Main Loop
FY13 FY14 FY15 FY16 Unscheduled
$21,680,000
DESCRIPTION OF PROJECT
The Water Facility Plan identifies this project as the most critical redundancy issue in the City’s water distribution system. 4,525 N/A 12" Install
New 12" $ 911,335 2,636 N/A 24" Install New 24" $ 1,101,716 5,154 N/A 36" Install New 36" $ 3,481,785 17,093 N/A 48" Install New 48"
$16,187,712 Total Project Cost $21,682,548 The precise location of the required mains is somewhat flexible, but in general will be from
Wagonwheel road (extended) in S. 19th to Goldenstein to South 3rd to Nash Road (see exhibit 5.B.3 of the facility plan). Given the priority of
the Water Treatment Plant project, the City is not currently planning to complete these projects.
ALTERNATIVES CONSIDERED
Do not build redundant transmission main.
ADVANTAGES OF APPROVAL
The city will be assured that water can be supplied even if one transmission main sustains damage and is offline for a number of
days. The City receives the majority of its water from the Water Treatment Plant through an existing 30 inch concrete
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: Impact Fees can not be spent on annual operations and maintenance costs. The Water
Utility will see incremental increases in general maintenance costs. Current cost estimate of $12,500 per water-main mile
maintained annually.
FUNDING SOURCES
Impact Fee eligible portions are related to improvement costs beyond an 8” line capacity. At this point in time, it is estimated that
the 12” and 24” lines are most likely to be built within the next 5 years; the cost of over-sizing those lines would be eligible for
impact fees and is estimated to total $1,874,886. Given the priority of the Water Treatment Plant project, it’s relative size and
scope, these improvements have been moved to “unscheduled.”
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:10
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)5
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)0
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
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CIP Project Fund
Impact Fees Water
PROJECT NUMBER
WIF07
DEPARTMENT
WATER IF
PROJECT NAME
GRAF STREET EXTENSION
FY13 FY14 FY15 FY16 Unscheduled
$150,000
DESCRIPTION OF PROJECT
This project is to extend Water Mains below Graf Street approximately ¼ mile in order to connect infrastructure east from 19th Avenue. This
is an important connection for public safety purposes – allowing fire service to meet their response time requirements in areas where they
currently cannot. The Water infrastructure should be installed at the same time the street connection is made.
ALTERNATIVES CONSIDERED
Do nothing and wait for development to connect the infrastructure.
ADVANTAGES OF APPROVAL
Improved traffic flow and better emergency response to the local area.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
FUNDING SOURCES
100% Water Impact Fee – to be recovered by developer payback.
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:35
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)10
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
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CIP Project Fund
Impact Fees Water
PROJECT NUMBER
WIF08
DEPARTMENT
WATER IF
PROJECT NAME
WATER TREATMENT PLAN DEBT SERVICE PAYMENT
FY13 FY14
$2,750,295
FY15
$884,427
FY16
$902,115
Unscheduled
DESCRIPTION OF PROJECT
Total adjusted project price for the Water Treatment Plant (WTP) construction of phase one is estimated at $40.7 Million. Of that amount,
$13.3 Million is for capacity expanding costs of construction. The impact fee account will not have enough cash on hand to pay the costs of
construction when the facility is built. As such, impact fee revenues will be dedicated to pay the outstanding debt in future years, as fee revenues
are collected. At this point, approximately $5 Million of impact fee eligible costs will be paid with a long-term loan (20 years, 4%) through the
State’s Revolving Loan Fund. A debt schedule will be updated semi-annually with the amount of impact fee dollars that have been dedicated to
debt payments until the full amount owed is paid.
ALTERNATIVES CONSIDERED
ADVANTAGES OF APPROVAL
Major capital expansion of the Bozeman Water Treatment Plant (WTP) will enable the City to meet its ever growing demand for
water services. Expansion of the Bozeman WTP is consistent with the City’s long-term need to accommodate growth and
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
FUNDING SOURCES
FY08 Pilot Testing: $200,000. FY09,FY10, FY11 Design and Membrane equipment deposit, construction $7,267,000. FY12
$16,460,000. FY13 $16,460,000. Of this total, approximately 33% is eligible for payment via impact fees.
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:50
FY17
$920,158.00
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)10
FUNDING CERTAINTY: (Up to 10 pts)10
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)10
Page 8
128
Wastewater Impact Fee Capital Improvement PlanFinancial SummaryCurrent YearFY12 FY13 FY14 FY15 FY16 FY17Projected Beginning Reserve Balance Dedicated to CIP‐$ 264,000$ 264,000$ 264,000$ 264,000$ 264,000$ Plus: Impact Fee Revenues Dedicated to CIP668,000$ 828,200$ 836,482$ 853,212$ 870,276$ 887,681$ Less: Scheduled CIP Project Costs(404,000)$ (828,200)$ (836,482)$ (853,212)$ (870,276)$ (887,681)$ Projected Year‐End Cash Dedicated to CIP264,000$ 264,000$ 264,000$ 264,000$ 264,000$ 264,000$ Assumptions Made for Revenue Estimates:Current YearFY12FY13FY14FY15 FY16 FY17Estimated Annual Wastewater Impact Fee Revenues820,000$ 820,000$ 828,200$ 836,482$ 853,212$ 870,276$ Estimated Annual Increase0.0%1%1%2%2%2%Total Estimated Revenues820,000$ 828,200$ 836,482$ 853,212$ 870,276$ 887,681$ Current Revenues Dedicated to CIP %100.0%100.0% 100.0% 100.0% 100.0% 100.0% Plus: Increase Dedicated to Wastewater Capacity Expansion CIP0.0%0.0%0.0%0.0% 0.0% 0.0% Total % Dedicated to CIP100.0%100.0%100.0%100.0% 100.0% 100.0%ProjectedProjectedTotal Estimated Revenues Dedicated to CIP820,000$ 828,200$ 836,482$ 853,212$ 870,276$ 887,681$ 7,000,0006,000,0005,000,0004,000,0003,000,0002,000,0001,000,0000FY13 FY14 FY15 FY16 FY17 UnscheduledWastewater Impact Fee Projects 1129
PROJ.DEPARTMENTPROJECT NAMEFY13FY14FY16UnscheduledFY15RATINGFY17CIP PROJECT FUND:Impact Fees WastewaterWWIF14WWATER IFWRF PHASE I DEBT RETIREMENT$828,200$836,482$853,212$870,276$960,00050$887,681WWIF12WWATER IFGRAF STREET EXTENSION$50,00035WW28WRF PLANTDESIGN PHASE II ‐ WRF PLANT IMPROVEMENTS$2,615,00030WWIF05WWATER IFHOSPITAL TRUNK LINE: HAGGERTY TO KAGY$1,062,00027WWIF11WWATER IFREPLACE FRONT STREET: TAMARACK/ROUSE$1,800,00027Summary for Impact Fees Wastewater (5 items)Totals by year:$828,200 $836,482 $853,212$870,276$6,487,000FY13FY14FY15FY16UnscheduledFY17$887,6812130
CIP Project Fund
Impact Fees Wastewater
PROJECT NUMBER
WW28
DEPARTMENT
WRF PLANT
PROJECT NAME
DESIGN PHASE II - WRF PLANT IMPROVEMENTS
FY13 FY14 FY15 FY16 Unscheduled
$2,615,000
DESCRIPTION OF PROJECT
In January 2006 Morrison & Maierle Consulting Engineers completed a comprehensive Wastewater Facilities Plan. The plan
recommends the City proceed with a 3-phased project schedule that includes the construction of the new Water Reclamation
Facility (WRF), capable of handling our increased flows while also reducing the amount of Total Nitrogen discharged to the East
Gallatin River. Phase two is expected to include one new primary clarifier, more BNR reactor basins, clarifiers, tertiary deep bed
filtration, liquid sludge storage tanks, anaerobic digestion, and effluent re-use pumping station. The capacity expanding (impact fee
eligible) elements are: reactor basins, clarifiers, and pumping station. It is possible that this phase of the project could be further
divided into phase 2A and phase 2B, if necessary.
ALTERNATIVES CONSIDERED
A variety of treatment technologies and alternatives are presented in the January 2006 Wastewater Facilities Plan.
ADVANTAGES OF APPROVAL
Major capital expansion of the Bozeman WRF will enable the City to meet its estimated demand for wastewater services and still
produce a high quality effluent that is in full compliance with the City’s MPDES discharge permit. Expansion of the Bozeman WRF
is consistent with the City’s long-term need to accommodate rapid growth and economic development in the Gallatin Valley.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: no estimates at this time.
FUNDING SOURCES
Total Design Cost: $5,230,000. We estimate that half of the costs are related to regulation and maintenance issues and would be
borne by the Utility Fund. Half are related to capacity expansion, and would be borne by Impact Fees. 50% Wastewater Fund,
50% Wastewater Impact Fee Fund.
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
3
131
CIP Project Fund
Impact Fees Wastewater
PROJECT NUMBER
WWIF05
DEPARTMENT
WWATER IF
PROJECT NAME
HOSPITAL TRUNK LINE: HAGGERTY TO KAGY
FY13 FY14 FY15 FY16 Unscheduled
$1,062,000
DESCRIPTION OF PROJECT
Construct ~7,900 LF of 12" and 15" sewer collector from manhole C0507 to 1E22.
ALTERNATIVES CONSIDERED
Limit future development in the area.
ADVANTAGES OF APPROVAL
If constructed to the line sizes master planned in the City’s Wastewater Facilities plan, capacity will be provided for anticipating
the long-term future growth in this area.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating and Maintenance Costs: Impact fees can not fund operating and maintenance costs. The city’s wastewater
utility will pay for these costs, which are estimated to be a small increment of the city’s system as a whole.
FUNDING SOURCES
70% Wastewater Impact Fees = $743,400
30% Developer Contribution = $318,600
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:27
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)2
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
4
132
CIP Project Fund
Impact Fees Wastewater
PROJECT NUMBER
WWIF11
DEPARTMENT
WWATER IF
PROJECT NAME
REPLACE FRONT STREET: TAMARACK/ROUSE
FY13 FY14 FY15 FY16 Unscheduled
$1,800,000
DESCRIPTION OF PROJECT
This project consists of construction of ~11,000 LF 18", 21" & 24" sewer pipe from manhole F0330 to C0507.
The lower portion of the existing sewer is at capacity. Additional capacity is needed to serve the future Bozeman Deaconess
Hospital development and lands to the south.
It is estimated that 70% of this project costs will be due to capacity expansion and will be eligible for Wastewater Impact Fees.
The remaining 30% of the project costs will need to be provided by a developer contribution or other source. At this time, the
City’s Wastewater Utility does not have a need to replace the existing facility; as such, no utility dollars are scheduled to be spent.
ALTERNATIVES CONSIDERED
Limit development to only that capacity of the existing sewer.
ADVANTAGES OF APPROVAL
This project will significantly increase the service area and capacity of the trunk sewer.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating and Maintenance Costs: Impact fees can not fund operating and maintenance costs. The city’s wastewater
utility will pay for these costs, which are estimated to be a small increment of the city’s system as a whole.
FUNDING SOURCES
70% Wastewater Impact Fees = $1,260,000
30% Developer Contribution = $540,000
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:27
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)2
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
5
133
CIP Project Fund
Impact Fees Wastewater
PROJECT NUMBER
WWIF12
DEPARTMENT
WWATER IF
PROJECT NAME
GRAF STREET EXTENSION
FY13 FY14 FY15 FY16 Unscheduled
$50,000
DESCRIPTION OF PROJECT
This project is to extend Wastewater Mains below Graf Street approximately ¼ mile in order to connect infrastructure east
from 19th Avenue.
This is an important connection for public safety purposes – allowing fire service to meet their response time requirements in
areas where they currently cannot. The Wastewater infrastructure should be installed at the same time the street connection is
made.
ALTERNATIVES CONSIDERED
Do nothing and wait for development to connect the infrastructure.
ADVANTAGES OF APPROVAL
Improved traffic flow and better emergency response to the local area.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
FUNDING SOURCES
100% Wastewater Impact Fee – to be recovered by developer payback.
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:35
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)10
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
6
134
CIP Project Fund
Impact Fees Wastewater
PROJECT NUMBER
WWIF14
DEPARTMENT
WWATER IF
PROJECT NAME
WRF PHASE I DEBT RETIREMENT
FY13
$828,200
FY14
$836,482
FY15
$853,212
FY16
$870,276
Unscheduled
$960,000
DESCRIPTION OF PROJECT
Total adjusted project price for the Water Reclamation Facility (WRF) construction of phase one is estimated at $53.8 Million.
Of that amount, $17.9 Million is for capacity expanding costs of construction. The impact fee account will not have enough cash
on hand to pay the costs of construction when the facility is built. As such, impact fee revenues will be dedicated to pay the
outstanding debt in future years, as fee revenues are collected.
At this point, approximately $4.87 Million of impact fee eligible costs will be paid with a long-term loan (20 years, 3.75%) through
the State’s Revolving Loan Fund.
A debt schedule will be updated semi-annually with the amount of impact fee dollars that have been dedicated to debt payments
until the full amount owed is paid.
ALTERNATIVES CONSIDERED
ADVANTAGES OF APPROVAL
Major capital expansion of the Bozeman WRF will enable the City to meet its ever growing demand for wastewater services and
still produce a high quality effluent that is in full compliance with the City’s MPDES discharge permit. Expansion of the Bozeman
WRF is consistent with the City’s long-term need to accommodate rapid growth and economic development in the Gallatin Valley.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
FUNDING SOURCES
FY07 Design: Total $3.9 Million
67% Wastewater Utility Cash = $2.33 Million
33% Wastewater Impact Fee Cash = $1.57 Million
FY09 & FY10 & FY11 Construction: Total $49.9 Million
67% Wastewater Utility = $33.5 Million
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:50
FY17
$887,681.00
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)10
FUNDING CERTAINTY: (Up to 10 pts)10
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)10
7
135
Street Impact Fee Capital Improvement PlanFinancial Summary Current YearFY12 FY13 FY14 FY15 FY16 FY17UnscheduledProjected Beginning Reserve Balance Dedicated to CIP 7,330,000$ 6,523,020$ 2,446,590$ 2,677,801$ (286,564)$ 363,783$ Plus: Impact Fee Revenues Dedicated to CIP 707,000$ 714,070$ 721,211$ 735,635$ 750,348$ 765,355$ ‐$ Less: Impact Fee Credits ‐ Mitchell Appeal (384,580)$ Plus: Urban Funds: SIF06, College (Main to 19th) 100,000$ 2,993,650$ Plus: Urban Funds: SIF09, Kagy (Willson to 19th) 260,000$ 2,400,000$ Less: Scheduled CIP Project Costs (1,229,400)$ (7,784,150)$ (750,000)$ (6,100,000)$ (100,000)$ (100,000)$ (27,875,000)$ Projected Year‐End Cash Dedicated to CIP 6,523,020$ 2,446,590$ 2,677,801$ (286,564)$ 363,783$ 1,029,138$ (27,875,000)$ Assumptions Made for Revenue Estimates: Current YearFY12 FY13 FY14 FY15 FY16 FY17Estimated Annual Street Impact Fee Revenues 707,000$ 707,000$ 714,070$ 721,211$ 735,635$ 750,348$ Estimated Annual Increase 0.0% 1% 1% 2% 2% 2%Total Estimated Revenues 707,000$ 714,070$ 721,211$ 735,635$ 750,348$ 765,355$ Current Revenues Dedicated to CIP % 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% Plus: Increase Dedicated to Street Capacity Expansion CIP 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Total % Dedicated to CIP 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%ProjectedProjectedTotal Estimated Revenues Dedicated to CIP 707,000$ 714,070$ 721,211$ 735,635$ 750,348$ 765,355$ 26,000,00021,000,00016,000,00011,000,0006,000,0001,000,000FY13 FY14 FY15 FY16 FY17 UnscheduledStreet Impact Fee Projects 136
PROJ.DEPARTMENTPROJECT NAMEFY13FY14FY16UnscheduledFY15RATINGFY17CIP PROJECT FUND:Impact Fees StreetsSIF01STREET IFRIGHT OF WAY ACQUISITION$100,000$100,000$100,000$100,00025$100,000SIF06STREET IFCollege Street from Main Street to North 19th Avenue$7,484,15030SIF28STREET IFNorth 27th Street, Oak Street to Tschache Street$200,00030SIF09STREET IFKagy Boulevard, Willson Avenue to 19th Avenue$650,000$6,000,00032SIF08STREET IFDurston Road, Fowler Avenue to Ferguson Avenue$1,500,00030SIF20STREET IFIntersection Control 7th Avenue & Kagy Boulevard$650,00030SIF21STREET IFGraf Street Connection$1,000,00030SIF23STREET IFHighland Boulevard, Main Street to Kagy Boulevard$7,600,00030SIF24STREET IFIntersection Control, Highland Boulevard and Ellis Street$500,00030SIF25STREET IFIntersection Control, Highland Boulevard and Kagy Boulevard$750,00030SIF26STREET IFIntersection Control, Church Street and Kagy Boulevard$750,00030SIF27STREET IFIntersection Control, Cottonwood Road & Durston Avenue$500,00030SIF33STREET IFIntersection Control, N. 7th Avenue and Griffin Drive$500,00030SIF02STREET IFBaxter Lane, 19th to Cottonwood$3,350,00025SIF32STREET IFManley Road & Griffin Drive Intersection Improvements$925,00025SIF04STREET IFChurch Street, Main Street to Kagy Boulevard$5,800,00015SIF22STREET IFIntersection Control, College Street & 8th Avenue$750,00010SIF05STREET IFCollege Street 8th Avenue to 19th Avenue)$3,300,0007Summary for Impact Fees Streets (18 items)Totals by year:$7,784,150 $750,000 $6,100,000$100,000$27,875,000FY13FY14FY15FY16UnscheduledFY17$100,000137
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF01
DEPARTMENT
STREET IF
PROJECT NAME
RIGHT OF WAY ACQUISITION
FY13
$100,000
FY14
$100,000
FY15
$100,000
FY16
$100,000
Unscheduled
DESCRIPTION OF PROJECT
Annual allocation available for right-of-way purchases as they become available. Purchasing additional right-of-way is critical to expanding the
capacity of streets in the city. This is deemed to be 100% impact fee eligible – as additional right-of-way is not required if we are not expanding
the capacity of the street.
ALTERNATIVES CONSIDERED
Condemn property for right-of-way; pay court costs as well as appraised value of property. Time consuming for city staff and a
relatively expensive process.
ADVANTAGES OF APPROVAL
Provides dollars for the purchase of necessary right-of-way as it becomes available on the market. Avoids the expensive,
antagonistic condemnation process where possible.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: Street Impact Fees can not be spent on operating and maintaining facilities. There is
expected to be a very minimal, incremental cost to the Street Maintenance District from this expenditure.
FUNDING SOURCES
100% Street Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:25
FY17
$100,000.00
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)10
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)10
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
138
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF02
DEPARTMENT
STREET IF
PROJECT NAME
Baxter Lane, 19th to Cottonwood
FY13 FY14 FY15 FY16 Unscheduled
$3,350,000
DESCRIPTION OF PROJECT
Reconstruct Baxter Lane from 19th Avenue to Cottonwood to a Minor Arterial standard as shown in the Transportation Plan. Continued
development in the northwest quadrant of the city will be sustained by having this important east-west arterial improved to a complete street
standard.
ALTERNATIVES CONSIDERED
Full payment by SID, or developer constructed.
ADVANTAGES OF APPROVAL
Improved capacity and safety in this corridor;
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: Incremental increases in sweeping, plowing and general maintenance costs. Current cost
estimate of $8,725 per street mile maintained annually.
FUNDING SOURCES
60% - Street Impact Fees = $2,000,000 40% - Special Improvement District (SID) or Other = $1,350,000
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:25
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)10
DIRECT BENEFITS: (Up to 10 pts)10
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
139
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF04
DEPARTMENT
STREET IF
PROJECT NAME
Church Street, Main Street to Kagy Boulevard
FY13 FY14 FY15 FY16 Unscheduled
$5,800,000
DESCRIPTION OF PROJECT
Reconstruct Church Avenue to the collector standard identified in the Transportation plan from Main Street to Kagy Boulevard. This will
include one travel lane in each direction, bike lanes, curb and gutter, boulevards, on street parking and sidewalks.
ALTERNATIVES CONSIDERED
Use of Urban Funds or creation of an SID for full financing.
ADVANTAGES OF APPROVAL
Improved safety and capacity, both for motorized vehicles as well as bicycles and pedestrians. Growth in the South Bozeman area
as well as the county area to the south of town will be facilitated by this project. The use of street impact fee funds enables the
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: Incremental increases in sweeping, plowing and general maintenance costs. Current cost
estimate of $8,725 per street mile maintained annually.
FUNDING SOURCES
60% - Street Impact Fees = $5,800,000 40% - Urban Funds, SID, or other sources = $3,800,000
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:15
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)5
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
140
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF05
DEPARTMENT
STREET IF
PROJECT NAME
College Street 8th Avenue to 19th Avenue)
FY13 FY14 FY15 FY16 Unscheduled
$3,300,000
DESCRIPTION OF PROJECT
Reconstruct West College Street from 8th Avenue to 19th Avenue to a minor arterial standard as shown in the Transportation Plan. This
section of West College has already exceeded the volume of traffic it was projected to carry in 2020 according to the Transportation Plan.
Improvements to South 19th and increased development in the South 19th corridor will only further increase traffic demand on this facility.
Additionally this facility lacks pedestrian and bicycle facilities.
ALTERNATIVES CONSIDERED
Use of Urban funds for full financing, CTEP grants if available.
ADVANTAGES OF APPROVAL
Improved safety and capacity, both for motorized vehicles as well as bicycles and pedestrians. The use of street impact fee funds
enables the community to leverage the available State Urban transportation funds to complete other projects and address more
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Improved safety and capacity, both for motorized vehicles as well as bicycles and pedestrians. The use of street impact fee funds
enables the community to leverage the available State Urban transportation funds to complete other projects and address more
of the city’s pressing transportation needs.
FUNDING SOURCES
60% - Street Impact Fees = $2,000,000, 40% Urban, CTEP or other Funds - $1,300,000
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:7
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)0
DIRECT BENEFITS: (Up to 10 pts)2
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
141
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF06
DEPARTMENT
STREET IF
PROJECT NAME
College Street from Main Street to North 19th Avenue
FY13
$7,484,150
FY14 FY15 FY16 Unscheduled
DESCRIPTION OF PROJECT
Reconstruct West College Street from Main Street (Huffine Lane) to 19th Avenue to a principal arterial standard as shown in the
Transportation Plan. This section of West College has already exceeded the volume of traffic it was projected to carry in 2010 according to the
Transportation Plan. In the peak AM hour traffic is backed up from 19th to Huffine and beyond. Planned improvements to South 19th and
increased development in the Huffine Lane corridor will only further increase traffic demand on this facility. In addition this facility lacks
pedestrian and bicycle facilities. This project is currently being designed by MDT.
ALTERNATIVES CONSIDERED
Use of Urban funds for full financing, CTEP or TIGER grants if available
ADVANTAGES OF APPROVAL
Improved safety and capacity, both for motorized vehicles as well as bicycles and pedestrians. The use of street impact fee funds
enables the community to leverage the available State Urban transportation funds to complete other projects and address more
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: Incremental increases in sweeping, plowing and general maintenance costs. Current cost
estimate of $8,725 per street mile maintained annually.
FUNDING SOURCES
60% - Street Impact Fees = $4,490,500.00 40% - State Urban Funds = $2,993,650.00
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)10
DIRECT BENEFITS: (Up to 10 pts)10
FUNDING CERTAINTY: (Up to 10 pts)10
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
142
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF08
DEPARTMENT
STREET IF
PROJECT NAME
Durston Road, Fowler Avenue to Ferguson Avenue
FY13 FY14 FY15 FY16 Unscheduled
$1,500,000
DESCRIPTION OF PROJECT
Over recent years, Durston Road has been significantly improved, except for this small portion of the road. This ~ 1/4 mile length of road needs
to be improved with completed sidewalk, bike lanes, and additional driving/turning lanes. Incremental improvement of Durston Road with
development projects may be possible, thus preventing a severe drop in service level similar to that experienced on West Babcock Street.
ALTERNATIVES CONSIDERED
SID for full financing, or incremental construction by developers.
ADVANTAGES OF APPROVAL
Improved safety and capacity, both for motorized vehicles as well as bicycles and pedestrians. The use of street impact fee funds
enables the community to leverage the available State Urban transportation funds to complete other projects and address more
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: Incremental increases in sweeping, plowing and general maintenance costs. Current cost
estimate of $8,725 per street mile maintained annually.
FUNDING SOURCES
60% - Street Impact Fees; 40% SID or other funding.
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
143
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF09
DEPARTMENT
STREET IF
PROJECT NAME
Kagy Boulevard, Willson Avenue to 19th Avenue
FY13 FY14
$650,000
FY15
$6,000,000
FY16 Unscheduled
DESCRIPTION OF PROJECT
This project consists of widening Kagy Boulevard from the intersection of S. 19th Avenue to Willson Avenue to a three lane urban arterial
standard. This includes one travel lane in each direction, bike lanes on each side, curb and gutter throughout, boulevard, sidewalks and a raised
median. Kagy serves as an important element of Bozeman's perimeter street system connecting Highland Blvd., Willson Ave. and S.19th. It also
serves as the primary access to Montana State University and the University's major athletic facilities.
ALTERNATIVES CONSIDERED
SID for full financing, Urban funds or incremental construction by developers.
ADVANTAGES OF APPROVAL
Kagy is a State Urban Route and is eligible for expenditure of State urban funds designated annually for the City of Bozeman;
however, the availability of urban funds cannot match the pace of the City's transportation improvement needs. The need for this
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: Incremental increases in sweeping, plowing and general maintenance costs. Current cost
estimate of $8,725 per street mile maintained annually.
FUNDING SOURCES
Total Project: $6,650,000. 50% - Street Impact Fees = $3,325,000; 50% - Urban Funds = $3,325,000
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:32
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)7
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
144
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF20
DEPARTMENT
STREET IF
PROJECT NAME
Intersection Control 7th Avenue & Kagy Boulevard
FY13 FY14 FY15 FY16 Unscheduled
$650,000
DESCRIPTION OF PROJECT
Control of the intersection of 7th Avenue and Kagy Boulevard, a collector and an arterial. Includes the installation of a traffic signal or
roundabout. 7th Avenue is a two lane collector north of this intersection and a two lane local street south of the intersection. Kagy Boulevard
is a two lane arterial. This intersection currently has stop control on 7th Avenue. Recent development and increased traffic indicate that a signal
or roundabout will soon be not only warranted but justified. This intersection is a major access point for the MSU campus.
ALTERNATIVES CONSIDERED
Do nothing or consider other alternatives as suggested by the Montana Department of Transportation. Attempt to create an SID
or identify and apply for other potential sources of funding (CMAQ…)
ADVANTAGES OF APPROVAL
Improved traffic flow and safety at this intersection.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
FUNDING SOURCES
100% Street Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)10
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
145
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF21
DEPARTMENT
STREET IF
PROJECT NAME
Graf Street Connection
FY13 FY14 FY15 FY16 Unscheduled
$1,000,000
DESCRIPTION OF PROJECT
This project consists of extending Graf Street approximately ¼ mile in order to connect the street with South 19th Avenue to allow through
traffic to flow east and west to and from 19th Avenue. This is an important connection for public safety purposes – allowing fire and emergency
services to meet their response time requirements in areas where they currently cannot.
ALTERNATIVES CONSIDERED
Do nothing and wait for development to connect the street.
ADVANTAGES OF APPROVAL
Improved traffic flow and better emergency response to the local area.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating & Maintenance Costs: Incremental increases in sweeping, plowing and general maintenance costs. Current cost
estimate of $8,725 per street mile maintained annually.
FUNDING SOURCES
100% Street Impact Fees.
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)10
FUNDING CERTAINTY: (Up to 10 pts)0
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
146
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF22
DEPARTMENT
STREET IF
PROJECT NAME
Intersection Control, College Street & 8th Avenue
FY13 FY14 FY15 FY16 Unscheduled
$750,000
DESCRIPTION OF PROJECT
Install improved traffic control, roundabout or signal, at the intersection of West College Street and 8th Avenue, a minor arterial and a
collector. This intersection has seen steadily increasing demand with the growth of MSU. The Draft 2007 Transportation Plan Update indicates
that LOS issues are beginning to appear at this intersection. If a signal is chosen as the improvement, there may be some emergency
maintenance/repair events should it fail per an existing agreement with MDT, but in general this would be an MDT maintained signal. This
intersection improvement project will be identified as TSM 18 in the 2007 Greater Bozeman Area Transportation Plan Update.
ALTERNATIVES CONSIDERED
Do nothing or consider other alternatives as suggested by the Montana Department of Transportation. Create an SID or identify
and apply for other potential sources of funding (CMAQ…)
ADVANTAGES OF APPROVAL
Improved traffic flow and safety at this intersection
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
FUNDING SOURCES
100% Street Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:10
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)0
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
147
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF23
DEPARTMENT
STREET IF
PROJECT NAME
Highland Boulevard, Main Street to Kagy Boulevard
FY13 FY14 FY15 FY16 Unscheduled
$7,600,000
DESCRIPTION OF PROJECT
This project consists of widening Highland Boulevard from the intersection with Main Street to the intersection with Ellis Street to a five-lane
urban arterial standard, and from the intersection with Ellis Street south to the intersection with Kagy Boulevard to a three-lane urban arterial
standard. This roadway is currently a minor arterial roadway with one travel lane in each direction. This project serves as a long-term need that
will be necessary to accommodate future development patterns in the region and serve north-south traffic flow. It is expected that a minimum
of two travel lanes in each direction from Main Street to Ellis Street, one travel lane in each direction from Ellis Street to Kagy Boulevard, bike
lanes on each side, curb and gutter, boulevard, sidewalk, and a raised median will be required.
ALTERNATIVES CONSIDERED
Use of Urban Funds, developer contributions and/or creation of an SID for full financing.
ADVANTAGES OF APPROVAL
Increased capacity and safety in this corridor, both for motorized vehicles as well as bicycles and pedestrians. The use of street
impact fees enables the community to leverage the available State Urban Funds to complete other needed projects.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating and Maintenance Costs: Incremental increases in sweeping, plowing and general maintenance costs. Current
cost estimate of $8,725 per street mile maintained annually.
FUNDING SOURCES
Estimated: 50% Street Impact fees ($3,600,000.00), and 50% Urban Funds, Special Improvement District (SID) or Other,
$3,600,000.00.
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
148
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF24
DEPARTMENT
STREET IF
PROJECT NAME
Intersection Control, Highland Boulevard and Ellis Street
FY13 FY14 FY15 FY16 Unscheduled
$500,000
DESCRIPTION OF PROJECT
Identified as TSM -20 in the 2007 Transportation Plan Update. Includes installation of a traffic signal, roundabout or other adequate traffic
control device when warrants are met. Highland Boulevard is currently a two-lane minor arterial roadway and Ellis Street is a two-lane local
street. This intersection currently has stop control on Ellis Street.
ALTERNATIVES CONSIDERED
Do nothing or consider other alternatives as suggested by MDT. Create an SID or identify other and apply for other potential
sources of funding (CMAQ…)
ADVANTAGES OF APPROVAL
Increased capacity and safety at this intersection.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating and Maintenance Costs: None
FUNDING SOURCES
100% Street Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
149
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF25
DEPARTMENT
STREET IF
PROJECT NAME
Intersection Control, Highland Boulevard and Kagy Boulevard
FY13 FY14 FY15 FY16 Unscheduled
$750,000
DESCRIPTION OF PROJECT
Identified as TSM -9 in the 2007 Transportation Plan Update. Includes installation of a traffic signal, roundabout or other adequate traffic control
device when warrants are met. Highland Boulevard is currently a two-lane minor arterial roadway and Kagy Boulevard is a two-lane principal
arterial.
ALTERNATIVES CONSIDERED
Do nothing or consider other alternatives as suggested by MDT. Create an SID or identify other and apply for other potential
sources of funding (CMAQ…)
ADVANTAGES OF APPROVAL
Increased capacity and safety at this intersection.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating and Maintenance Costs: None.
FUNDING SOURCES
100% Street Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
150
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF26
DEPARTMENT
STREET IF
PROJECT NAME
Intersection Control, Church Street and Kagy Boulevard
FY13 FY14 FY15 FY16 Unscheduled
$750,000
DESCRIPTION OF PROJECT
Identified as TSM - 8 in the 2007 Transportation Plan Update. Includes installation of a traffic signal, roundabout or other adequate traffic
control device when warrants are met. This intersection currently has stop control on Church Street. Kagy Boulevard is a two-lane principal
arterial and Church Street is a two-lane collector. Current LOS analysis shows that this intersection fails during Am and PM peak hours due to
excessive delay on the north and south bound approaches.
ALTERNATIVES CONSIDERED
Do nothing or consider other alternatives as suggested by MDT. Create an SID or identify other and apply for other potential
sources of funding (CMAQ…)
ADVANTAGES OF APPROVAL
Increased capacity and safety at this intersection.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating and Maintenance Costs: None
FUNDING SOURCES
100% Street Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
151
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF27
DEPARTMENT
STREET IF
PROJECT NAME
Intersection Control, Cottonwood Road & Durston Avenue
FY13 FY14 FY15 FY16 Unscheduled
$500,000
DESCRIPTION OF PROJECT
Includes installation of a traffic signal, roundabout or other adequate traffic control device when warrants are met. Cottonwood Road is
currently a two-lane principal arterial roadway and Durston Road is a three-lane minor arterial.
ALTERNATIVES CONSIDERED
Do nothing or consider other alternatives as suggested by MDT. Create an SID or identify other and apply for other potential
sources of funding (CMAQ…)
ADVANTAGES OF APPROVAL
Increased capacity and safety at this intersection.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
Annual Operating and Maintenance Costs: None
FUNDING SOURCES
100% Street Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)20
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)5
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
152
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF28
DEPARTMENT
STREET IF
PROJECT NAME
North 27th Street, Oak Street to Tschache Street
FY13
$200,000
FY14 FY15 FY16 Unscheduled
DESCRIPTION OF PROJECT
This project is the completion of the half-street section of North 27th that currently does not exist, preventing full utilization of an important
part of North 27th Street. Estimated length of 0.3 miles, half-street section.
ALTERNATIVES CONSIDERED
Do nothing.
ADVANTAGES OF APPROVAL
Completes an important north-south connection in the northwest part of town.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
FUNDING SOURCES
100% Street Impact Fees
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:30
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)10
DIRECT BENEFITS: (Up to 10 pts)10
FUNDING CERTAINTY: (Up to 10 pts)10
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
153
CIP Project Fund
Impact Fees Streets
PROJECT NUMBER
SIF32
DEPARTMENT
STREET IF
PROJECT NAME
Manley Road & Griffin Drive Intersection Improvements
FY13 FY14 FY15 FY16 Unscheduled
$925,000
DESCRIPTION OF PROJECT
This project consists of the installation of a Traffic Signal or roundabout at the intersection of Manley Road & Griffin Drive, installation of a
Turn Lane on Griffin Drive and the Relocation of associated railroad crossing equipment on Griffin Drive.
ALTERNATIVES CONSIDERED
ADVANTAGES OF APPROVAL
Facilitates development of property in the immediate area.
ADDITIONAL OPERATING COSTS IN THE FUTURE, IF FUNDED
FUNDING SOURCES
100% Street Impact Fees. Project Estimates - Traffic Signal $575,000, Turn Lane $175,000, Railroad Equipment Relocate $175,000.
New
Replacement
Equipment
Project
Impact Fee Funds Project and Equipment Scoring TOTAL SCORE:25
FY17
REQUIRED - CAPITAL or DEBT SERVICE
REQUIRED - USEFUL LIFE 10+ YEARS
REQUIRED - CAPACITY EXPANDING BENEFITS TO NEW DEVELOPMENT: (Up to 20 pts)10
DIRECT BENEFITS: (Up to 10 pts)5
FUNDING CERTAINTY: (Up to 10 pts)10
COMMISSION WORK PLAN PRIORITY: (Up to 10 pts)0
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Impact Fee Advisory Committee Meeting– October 13, 2011
** MINUTES **
THE CITY OF BOZEMAN
IMPACT FEE ADVISORY COMMITTEE
THURSDAY, OCTOBER 13, 2011
ITEM 1. CALL TO ORDER AND ATTENDANCE
Chairperson Pro Tem Nickelson called the meeting to order at 6:08 p.m., in the City
Commission Meeting Room, City Hall, 121 North Rouse Avenue, Bozeman, Montana.
Members Present Staff Present
James Nickelson, Chairperson Pro Tem Tara Hastie, Recording Secretary
Anna Rosenberry Chris Saunders, Assistant Planning Director
Erik Nelson
David Graham
Rob Evans
George Thompson
Chris Mehl, City Commission Liaison
Members Absent
Randy Carpenter
Rick Hixson
Visitors Present
Greg Megaard
Brit Fontenot
ITEM 2. MINUTES OF AUGUST 25, 2011.
MOTION: Mr. Nelson moved, Mr. Graham seconded, to approve the minutes of August 25,
2011 as presented. The motion carried 6-0. Those voting aye being Chairperson Pro Tem
Nickelson, Ms. Rosenberry, Mr. Nelson, Mr. Graham, Mr. Evans, and Mr. Thompson. Those
voting nay being none.
ITEM 3. PUBLIC COMMENT
{Limited to any public matter within the jurisdiction of the Impact Fee Advisory
Committee and not scheduled on this agenda. (Three-minute time limit per speaker.}
No public comment was forthcoming.
ITEM 4. ELECTION OF OFFICERS
MOTION: Mr. Nelson moved, Mr. Thompson seconded, to nominate Mr. Nickelson as
Chairperson. The motion carried 5-0. Those voting aye being Ms. Rosenberry, Mr. Nelson,
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Impact Fee Advisory Committee Meeting– October 13, 2011
Mr. Graham, Mr. Evans, and Mr. Thompson with Mr. Nickelson abstaining. Those voting nay
being none.
MOTION: Mr. Roberts moved, Mr. Thompson seconded, to nominate Mr. Graham as Vice
Chairperson. The motion carried 5-0. Those voting aye being Chairperson Nickelson, Ms.
Rosenberry, Mr. Nelson, Mr. Evans, and Mr. Thompson with Mr. Graham abstaining. Those
voting nay being none.
ITEM 5. CITY COMMISSION LIAISON
{A standing item to be used as needed}
Mr. Mehl stated he had sent an e-mail late in the afternoon regarding the minutes of the August
meeting and a discussion of the community economy and how it works. He presented the
Committee with the American Community Survey data for Bozeman that encompassed 2005 to
2009, but he had also provided more general data showing the jobs in the County as a whole
with employment numbers and income that included 2009 data averaged by sector. He stated
he thought it might be helpful.
Mr. Mehl stated he wanted to urge the committee with regard to discussions with the City
Commission and City Manager; he wanted to make sure intersections were part of their
discussion and their rationale for amendments to intersection projects. He asked the Committee
to indicate to Tischler Bise to be more proactive in understanding the calculations involved in
the updates. He stated the City Commission would be discussing the impact fees on October
24, 2011. He stated he was expecting the Commission would be putting the heat on the Impact
Fee Committee to prepare a good report for review. He added he would be available for any
questions Committee members might have.
ITEM 6. PROJECT REVIEW
Ms. Rosenberry presented the Staff memo noting she was a member of the Committee but also
the Staff person for the City who prepares the CIP report. She stated that every year after an
annual budget was adopted, projection of Capital needs for the following five years was
reviewed. She stated that when the impact fees program started, the City began incorporating
the impact fee funds into the existing Capital Fund process. She stated that regardless of
charges for impact fees to the developer, there needs to be a plan to dictate how the money
would be spent. She stated she had provided a memo that applied to all four impact fees. She
stated the Committee would be planning for the next five years and she had included a sample
scoring of the projects; scoring would help indicate which projects should be funded and which
should wait.
Mr. Evans asked if the criterion was also used to prioritize the general fund. Ms. Rosenberry
responded there was a lot of literature giving instructions on how to create a Capital
Improvement Plan; there were a lot of criteria that were used in the general fund but many were
unique to the impact fee program. She noted those requirements that were State statute and
would have to be met before being eligible for impact fee funding. She noted the difference in
language that would allow a useful life of a project for 1 year in the General Fund Capital
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Impact Fee Advisory Committee Meeting– October 13, 2011
Improvement Program but would be required to be a useful life of 10 years for impact fee
eligibility. She stated the next two criteria paralleled the ones in the General Fund Capital
Improvement Program. She stated that when only a portion of a project could be paid with
impact fees and the rest of the funding was uncertain, there would be little point in putting the
project high on the list of priorities as the money would not be available. She stated if a project
was a priority on the Commission Work Plan, it would be given higher points.
Vice Chairperson Graham asked for clarification of whether they were scoring things based on
whether it was on the Commission Work Plan or not. Ms. Rosenberry responded Vice
Chairperson Graham was correct; the Work Plan was one element of the score. Mr. Mehl
added that sometimes the priority was broad and sometimes very specific.
Mr. Evans stated he noticed only one 20 point category and asked if the Benefits to Future
Development rating had been intentional. Ms. Rosenberry responded it had been intentional;
due to lack of funds 1/3 or more of the items went unfunded and the scoring was helpful to see
what was important and why. She stated the Benefits to New Development category was one
of those coming directly from statute. Assistant Planning Director Saunders added they were
attempting to spend the money in a way that would be of the most benefit. Mr. Mehl added it
would allow the City Commission to show the public their math; he stated the City would never
have enough money to fund all of the projects. Mr. Evans added it would facilitate community
understanding at the least.
Vice Chairperson Graham asked if the scoring would be used primarily for capital
improvements credits. Assistant Planning Director Saunders responded it would not exactly be
an impact fee credit score but if it did not rise to the proper level of priority, a project would not
be impact fee funded. Ms. Rosenberry added she thought the scoring system could help; it can
be hard to remember how a conclusion was arrived at and it will be helpful to memorialize
those items that the Committee and City Commission believe are important to fund.
Chairperson Nickelson responded that Staff had generated a list in previous years and the
Committee had found reasons to make adjustments; it had all been through Committee
discussion in the past and the scoring would lend to interesting results.
Ms. Rosenberry stated the proof was in the ranking and whether or not it made sense. Mr.
Evans asked if the scoring had been applied retroactively to previous CIP’s. Ms. Rosenberry
responded the scoring had not been applied retroactively; the Committee previously was pretty
small and after discussions they had forwarded their recommendations to the City Commission.
Mr. Thompson stated it would be tough to validate the recommendation of a project if the rating
were excluded; the reality was that a few months later a different proposal would modify the
scoring. Mr. Evans stated his concern was that new development was indicated at twice a
value.
Mr. Nelson stated he would be curious to hear the logic on why the benefits to new
development criteria was scored so highly; the money was there to benefit people creating the
impact. Assistant Director Saunders responded that normally what occurred was an
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Impact Fee Advisory Committee Meeting– October 13, 2011
improvement would need to be made prior to Final Plat; when he was looking at facilitating
development, such as Harvest Creek and the light on 19th Avenue, impact fees were used to
facilitate development of the subdivision and the impact fees came later with actual
construction of homes in the subdivision. Mr. Nelson stated he saw it as a sort of credit; those
providing the money would be getting a credit for the next people that came through. Assistant
Director Saunders responded in many cases it was the developer doing the work that would
draw the credit. Ms. Rosenberry stated the scoring could be modified as the Committee saw
necessary; she directed the members to the Montana Code Annotated and its references to new
development. Mr. Nelson stated that sometimes the scoring would be about debt retirement.
Ms. Rosenberry stated she might be able to better match when fees are paid to consumption
rates. Since there is no authority to bond against impact fee revenues it is harder to match. She
stated utility payers and the general fund would have to make up some deficiencies.
Mr. Thompson stated the City was not best poised to make those decisions; the benefits of new
development were improvements to the City. Mr. Nelson stated he did not think the City could
propose those items. Assistant Director Saunders responded it was sometimes City money to
support private effort but could go either way as a privately or publicly initiated construction;
he added impact fee credits could be requested.
Ms. Rosenberry stated none of these projects would be up for actual funding until next year as
they would be part of fiscal year 2013 Capital Improvements. Mr. Evans asked if the indicated
scoring had been planned or was random. Ms. Rosenberry stated she provided scores and got
feedback internally and had provided draft scores to the best of her ability based on previous
comments. She stated if there were questions about specific projects, City Staff members
would be brought to the next meeting.
1. Fire Impact Fee Capital Improvement Program Annual Update (Rosenberry)
Ms. Rosenberry directed the Committee to a summarization of the Fire CIP and indicated it was
alright for a negative balance for one year as long as it wasn’t the last year; some method of
fund recovery would need to be achieved prior to the last year. She stated there was an
estimated amount of money that the City expected to receive and noted there were few
scheduled projects and she thought the Fire Station #3 would be paid for in the next year. She
stated the construction of Fire Station #4 and the engine for Station #4 would need to be
scheduled. She stated if the consultant made large changes to the calculations, there would be
changes to the CIP; she expected the numbers would stay on track. She stated there was a
limited amount of projects that could be used on Fire; anything after capacity expansion was
maintenance and would not be eligible for impact fee funding.
Mr. Nelson asked if it was unrealistic to be so ambitious to build 5 million dollars worth of stuff
and asked if Fire Station #4 was necessary. Ms. Rosenberry responded that buying the land
would be eligible, but the land had been granted to the City for free. Mr. Megaard responded
he did not anticipate a need for Station #4 for 8-10 years; the study done for Station #3 had
been done during a period of substantial growth. Mr. Nelson asked if the City would be alright
without the Fire Station for five years if the growth rate were based on 1-2% per year. Mr.
Megaard responded Mr. Nelson was correct and the City was just not growing at the previous
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Impact Fee Advisory Committee Meeting– October 13, 2011
rate. Mr. Mehl added Fire Station #3 was not built completely with impact fee funds. Ms.
Rosenberry responded the Fire Station #4 itself was the cheapest aspect of the project; the
annual commitment of funds to staff the facility could be voted down by the community.
2. Sewer Impact Fee Capital Improvement Program Annual Update (Rosenberry)
Ms. Rosenberry presented the Staff memo noting the wastewater and water schedules were
similar. She stated the Wastewater Treatment Plant had almost been completed and had been a
36 month construction period that was near the end. She stated the City was short millions of
dollars in capacity expanding portions of the project and the schedule reflected that the debt
payment on the sewer plant was scheduled. She stated the estimated growth was not population
and was strictly revenue; it was meant to be a modest estimate. She stated there were a lot of
unscheduled items and she had estimated their scores. She stated the debt retirement was at the
top of the list which would leave one more year of debt payment after the initial five year
period on the current CIP. She stated the sewer line under Graf Street, design of Phase II of the
sewer plant, hospital trunk line, and Front Street main replacement were also included. Mr.
Mehl asked if it would save the City money if the debt was paid down faster; funds could be
relocated. Ms. Rosenberry responded the policy was to pay every debt off as soon as possible.
She stated the Graf Street extension project scores were interesting; she had given it a lot of
points because it is a critical link to new development on the south side of Bozeman.
Mr. Thompson stated Graf Street was in anticipation of future development. Assistant Director
Saunders responded there had been two approved Preliminary Plats in that location but they
have not moved forward to construction; Staff was positioning the project so that the City could
partner with the private developers. If Graf Street went through, it would significantly enhance
the fire support response; if it were sequenced correctly, it could be cost saving. He added it
was a reaction to when and where development came into Bozeman.
Mr. Nelson asked if in general, there was the option of a reserve fund to respond more nimbly
to a project that needs funding immediately. Ms. Rosenberry responded that in order for a
project to be eligible for and receive funding it would need to be listed on the approved CIP;
she added for reserve funding to be available, you would need to leave a balance unspent. Mr.
Nelson asked if the listed projects were the only ones eligible. Ms. Rosenberry responded they
were the only ones and if the Committee identified projects that needed to be added. Mr.
Nelson asked if there was a way to add items to the CIP list. Assistant Director Saunders
responded there were methods to add items; not everything had been included or there would be
a long list of unscheduled items. Mr. Nelson stated a broader list from which to choose might
be beneficial; it would allow more transparency for private developers to get an idea of how
they could partner with the City. Assistant Director Saunders responded impact fees were
intended to meet growth needs but also to encourage people to make one decision over another
to facilitate growth in that area.
Chairperson Nickelson stated he did not think much thought had been put into adding items to
the list due to the sewer plant being a top priority. Ms. Rosenberry responded Chairperson
Nickelson was correct and suggested she could go back and investigate previous CIP’s to find
items that have been eliminated; she stated the Planning and Engineering Departments might
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have the most clear idea of those items. Mr. Thompson stated the challenge would be to be
nimble while including 100 projects on the list. Mr. Nelson stated he did not promote adding
every project, but as an example, the City would like to see the Bridger Park Trailer Court
cleaned up.
Vice Chairperson Graham asked for clarification of how the process worked. Assistant
Director Saunders responded the City had never pioneered the infrastructure work and some
other Cities were now bankrupt for doing so. He added it was a lot of work to use that
approach, but under the right circumstances, it would be allowable. Mr. Mehl added the
Commission was reluctant to say they knew more than the market and they rarely had enough
money to actually pay the costs. He stated there were a few communities in which it had
worked and others had failed.
Vice Chairperson Graham clarified that someone could ask for a project to be included on the
CIP. Assistant Director Saunders responded they could. Mr. Mehl added the amendments were
not on a dime, but could fairly quickly be facilitated. Ms. Rosenberry stated the schedules
could be developed with everything in the far column with a request from a developer to initiate
the spending of those funds. Chairperson Nickelson suggested that placing everything on the
non-funded list might be the best solution. Ms. Rosenberry stated if it was a schedule without
projects a notice could be included that the schedule was subject to amendment to allow eligible
projects to be added to the list. Assistant Director Saunders stated that developers typically had
a good idea what was going to be needed on the ground so discussions could begin in the early
stages. Ms. Rosenberry asked if the Committee would like to see old projects related to the
Story Mill Neighborhood and what could be done to reduce the blight and benefit the
neighborhood.
3. Water Impact Fee Capital Improvement Program Annual Update (Rosenberry)
Ms. Rosenberry presented the Staff memo noting ground had just been broken on the new water
plant; a definitive answer on the total project cost would not be available until the completion
of the site. She stated substantial expenditures were included but trailed off in 2015, 2016, and
2017 with modest estimates of revenue collection for that period. They were constructing now
and would be next year with a reduction in borrowing amount in the latter years. She stated the
construction of the Sourdough Creek Dam was a substantial amount of money. She stated the
estimated Graf Street extension and the 5 million gallon water storage tank had been included.
Mr. Mehl asked for an explanation of why the additional transmission line would be eligible.
Ms. Rosenberry responded the impact fee eligible portions of the lines were related to building
the lines beyond their 8 inch capacity; the 8 inch portion would have to be paid for by a
developer or other funding sources. She stated the facility plan map identified a problem that
only one line brought water into the City. Chairperson Nickelson stated that calling it
redundant indicated that it wouldn’t increase capacity. Assistant Director Saunders suggested
the item could probably be divided into two pieces. Chairperson Nickelson responded the
concern stemmed from the crisis that would ensue if something happened to the one line that
exists.
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Vice Chairperson Graham asked what dictated capacity expanding. Assistant Director
Saunders responded the City always assumed the first 8 inches would be replaced using
maintenance funds; the eight inch diameter was never charged or credited for. Vice
Chairperson Graham asked where the 8 inch determination had come from. Assistant Director
Saunders responded the size met the State standards for public mains and the City’s needs.
Mr. Thompson stated the new line would not run right next to the existing. Assistant Director
Saunders responded the new line would be approximately 2 miles away and a larger diameter
that would definitely increase capacity. He added that Goldenstein Lane was currently the
furthest water service south as water pressure could not be maintained to the City’s standards
beyond that point.
Ms. Rosenberry stated she had been concerned with the storage reservoir and it was 100%
impact fee eligible when no money would be available to build it.
Vice Chairperson Graham asked for clarification of the listed amounts. Ms. Rosenberry
responded the transmission main project did include the full cost instead of just what was
impact fee eligible. Assistant Director Saunders responded the Engineering Department could
check those amounts for us; the actual amount could be included with an amount indicated as
the percentage of what was eligible. He stated it might make sense to split this into two
projects. Chairperson Nickelson stated the latest estimate on the dam was 30-50 million dollars
instead of the 20 million dollars listed; he suggested it could be an unscheduled item. Mr. Mehl
the need for the dam had been based on past growth; it would take an enormous amount of time
to complete construction and he was loath to see it disappear from the schedule entirely though
the Engineering Department was seeking alternatives. Chairperson Nickelson stated he did not
think the values were critical, but the updated costs that were known today should be included.
Ms. Rosenberry asked if she should describe one item as water resource development or if
should separate them. Mr. Nelson responded the dam would be necessary in the future. Mr.
Mehl responded the dam would not necessarily be the case and asked if water rights would be
eligible for funding. Chairperson Nickelson suggested including one item described as Water
Resource Development and estimate the amount at 50 million dollars so that it remained on the
list. Ms. Rosenberry responded water right purchases were eligible for funding; cash in lieu of
water rights were purchased as available and those funds did not always match up to when the
rights were needed. She stated having it in the utility charges was more predictable.
Vice Chairperson Graham asked why the holding tank was eligible for funding. Assistant
Director Saunders responded the service area would be expanded to more land would be
serviced and new users required more storage.
4. Transportation Impact Fee Capital Improvement Program Annual Update (Rosenberry)
Ms. Rosenberry presented the Staff memo noting stated the transportation impact fee schedule
was the most interesting as it held the most projects and carried a balance. She stated there
were two years where larger projects were anticipated and the schedule included other sources
of revenue. She noted our allocation of Urban Funds was a big factor in getting street projects
completed. She stated total project costs had been included.
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Ms. Rosenberry stated one item on the list every year was right of way acquisition for
expanding the street system. She stated the design stage for improvements to College Street
was an Urban Funds project and would also partially be funded by impact fees. Mr. Nelson
asked what allowed Urban Funds to be designated to the project. Assistant Director Saunders
responded the Urban Funds could only be used on designated Urban Routes through the City;
the last time the map was updated in 2001 the State recognized the growth rate of the City and
allowed additional miles to be included. Once the route was designated and the funds granted,
the street had to be constructed to the State of Montana standards. Vice Chairperson Graham
clarified that outside of the Urban Funds, the project would be totally impact fee funded. Ms.
Rosenberry responded Vice Chairperson Graham was correct for capacity expansion. Vice
Chairperson Graham asked if the Committee could determine the percentages; shouldn’t the
40% that isn’t increasing capacity be paid out of the general fund instead of impact fees.
Assistant Director Saunders responded a credit was granted that takes into account roadway
construction on the cost calculation from other funding; on the expenditure side, the
maintenance was not capacity expansion and the Urban Funds were the maintenance funding
source.
Mr. Mehl asked Assistant Director Saunders to clarify the use of outside funding sources.
Assistant Director Saunders responded that the Urban Funds coming from Federal gas tax
money could be used exclusively for maintenance of the Urban Route and did not have to go to
capacity expansion projects. Ms. Rosenberry added federal gas tax money could be used for
either maintenance or capacity expansion. Vice Chairperson Graham clarified that if there were
no Urban Funds, the maintenance would need to come from some source other that impact fees.
Assistant Director Saunders responded that Vice Chairperson Graham was correct. Ms.
Rosenberry added that the Committee could recommend using Urban Funds for capacity
expansion exclusively. Chairperson Nickelson asked if it was in the scope of the Committee to
say that maybe impact fees should be spread out more and Urban Funds be used more often.
Ms. Rosenberry responded the Committee could make those recommendations if they saw fit
but the ultimate decision would be made by the City Commission.
Mr. Thompson asked why two points had been granted and suggested direct benefits might
need to be a higher score. Ms. Rosenberry stated if the Committee saw College Street as a
direct benefit to individual users she could score it higher. Assistant Director Saunders
responded the score might be lower as a direct benefit to development as there was less
undeveloped land for new development in that area but the street did connect new development
on either end.
Ms. Rosenberry stated the next item was an intersection that she did not know much about.
Assistant Director Saunders responded there was a lot of activity in the area of Cottonwood
Road; it would likely be a City project instead of a developer. Chairperson Nickelson asked the
current level of service. Assistant Director Saunders responded he did not know, but it was
likely part of the Transportation Plan.
Ms. Rosenberry stated the next item was requested by a developer per the written request from
Thomas, Dean, and Hoskins. She invited Brit Fontenot to address the Committee. He stated
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there was interest in development of the Manley Road property. He stated it had begun a
conversation about where in the City there was an intersection that needed upgraded and would
also facilitate growth in those locations and the City could get in front of the improvements. He
stated upgrades would continue to be identified and included on the list if possible. He stated
the project proposal was in its infancy at this time. Mr. Nelson stated it was a great example of
what they had discussed before regarding how firm the commitment would be on the part of the
developer. Mr. Fontenot responded there was no current commitment but identifying those
areas in advance would facilitate future discussions. Mr. Nelson stated this was a perfect
example of someone wanting the improvements there, but backing out of the project; how
would the projects be prioritized. Ms. Rosenberry responded the City could not over-commit,
but when they were considering a project they wanted some certainty; she noted it was difficult
to give developers the commitment that those improvements would be made, but the schedule
would need to be amended, budgeted, and scheduled.
Mr. Thompson stated he thought it would be a good precedent that would present the City as
nimble in responding to their concerns. Mr. Nelson stated his view was opposite Mr.
Thompson’s view and he thought the money should not be spent on uncertain projects when
improvements were needed elsewhere. Vice Chairperson Graham suggested the developer
could fund the project and then get reimbursed by impact fee funds. Mr. Fontenot concurred
and noted it was easier to amend the CIP to move a project from unscheduled to scheduled.
Mr. Mehl suggested that Mr. Nelson wanted the market to come to the City. Ms. Rosenberry
added that it was not a wise assumption to make that the funds would be available upon the
time the project was moved up on the list; just because it is placed in the unscheduled column,
does not necessarily mean that it will be funded. Assistant Director Saunders added the
unscheduled items column was a way to have a calendar system of actions that were on the
City’s mind, but were not planned yet. Chairperson Nickelson responded if the City was
willing to handle the project or if there was an area where multiple developments were
occurring, it would be in the funded category while speculative items were left unscheduled.
Vice Chairperson Graham asked for clarification of the 100% street impact fee eligibility and
asked if there was a beginning year where all streets were eligible. Ms. Rosenberry responded
it was the addition of a turn lane, relocation of railroad equipment, and the installation of a
traffic signal. Mr. Fontenot stated Dave Crawford had tried in his request letter to explain those
items which he thought were eligible though there was some question about the railroad
equipment being eligible.
Mr. Nelson asked if all the projects that had available impact fee funds were scored as a 10.
Ms. Rosenberry clarified that certainty of funding played a role and as the funds were less, the
scoring was less. Mr. Nelson stated he thought the funding certainty score should be included.
Assistant Director Saunders stated there would be unique aspects to some of the projects on the
CIP and this was the first draft and response to the request at Manley Road and Griffin Drive.
Mr. Evans stated Mr. Nelson was getting an inkling of a “self fulfilling score” and how it could
have a dramatic affect on development. He stated getting the idea out there where the public
could look at it was a good idea, but he wondered if the list could be too long. Mr. Thompson
concurred and added the City would be prepared to add an item if the developer was
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committed; the developer would need to drive the request. Mr. Fontenot stated he was not
aware of a way to identify the instances where improvements should be undertaken and asked
for suggestions on how to capture the information. Mr. Nelson suggested Mr. Fontenot should
have a template of what the City would need to receive from the developer. Mr. Mehl stated
there was no money available for the current list and adding to the schedule would not
guarantee its funding. Mr. Nelson responded that actions speak louder than words and being
included on the list would draw someone’s interest in the project. Mr. Fontenot responded he
had already spoken with two separate people regarding the same location. Mr. Mehl stated
there was still uncertainty either way; the developer would still have to have a long
conversation with the City. Chairperson Nickelson stated he could see every landowner in
town noticing an intersection that needed improving.
Mr. Thompson suggested moving to the next item on the list.
ITEM 7. OLD BUSINESS
Mr. Mehl asked Assistant Director Saunders to give a rough estimate of time on document
drafts from the consultant. Assistant Director Saunders responded shortly after the first of the
year.
ITEM 8. COMMITTEE COMMENTS
No items were forthcoming.
ITEM 9. ADJOURNMENT
There being no further business to come before the Committee at this time, Chairperson
Nickelson adjourned the meeting at 9:08 p.m.
James Nickelson, Chairperson
Impact Fee Advisory Committee
City of Bozeman
ATTEST:
Tara Hastie, Recording Secretary
PREPARED BY:
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Tara Hastie, Recording Secretary
Approval date:
165
** MINUTES **
THE CITY OF BOZEMAN
IMPACT FEE ADVISORY COMMITTEE
THURSDAY, OCTOBER 27, 2011
ITEM 1. CALL TO ORDER AND ATTENDANCE Chairperson Nickelson called the meeting to
order at 6:10 p.m., in the Conference room of the Professional Building, 20 E Olive St, Bozeman,
Montana.
Members Present Staff Present
James Nickelson, Chairperson Ashlie Portnell, Recording Secretary
Anna Rosenberry Chris Saunders, Assistant Planning Director
Erik Nelson
Randy Carpenter
George Thompson
Rick Hixson
Chris Mehl, City Commission Liaison
Members Absent
David Graham, Vice Chairperson
Rob Evans
Visitors Present
Debbie Arkell
Brit Fontenot
Jason Schrauger
Chuck Winn
Dennis Carlson
ITEM 2. MINUTES OF OCTOBER 13, 2011. Chairperson Nickelson asked if there were
comments or corrections to be made to the October 13, 2011 minutes. MOTION: Anna Rosenberry
moved, Hixson seconded, to approve the minutes of October 13, 2011as presented. The motion carried
6-0. Those voting aye being Chairperson Nickelson, Ms. Rosenberry, Mr. Nelson, Mr. Thompson, Mr.
Carpenter, Mr. Hixson. Those voting nay being none.
ITEM 3. PUBLIC COMMENT No public comment was forthcoming.
{Limited to any public matter within the jurisdiction of the Impact Fee Advisory Committee and
not scheduled on this agenda. (Three-minute time limit per speaker.}
ITEM 4. CITY COMMISSION LIAISON Chris Mel stated that the City Commission discussed the
impact fees and whether or not to reduce the percentage from 60% to 40%., there was no motion made
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at the meeting. He also stated that the City Commission would like this to continue on in the direction it
is going, and that a study should be done to show if the numbers needed to be changed. The City
Commission will eventually put this on their agenda. Randy Carpenter stated that when we take our
recommendations to the City Commission that the staff be ready with some numbers.
ITEM 5. PROJECT REVIEW Chairperson Nickelson asked for the staff to go through these
agenda items in order. He said we need to go through the first three before we talk about
transportation because it is a difficult and tedious item to discuss.
1. Fire Impact Fee Capital Improvement Program Annual Update (Rosenberry) Jason
Schrauger, the Fire Chief for the City of Bozeman attended the meeting for discussion on the Fire Impact
Fees. General discussion about the proposed Scoring Criteria: Anna Rosenberry had not received any
requests from the committee members for changes to be made on the criteria for this schedule. Chris
Saunders recommended that Criteria #4 is better described as “Benefits to Impact Fee Payers.” Fee
payers can be those who have already paid, are presently paying, or will pay impact fees in the future.
There will be benefits to those who construct in the future, in the areas where Impact Fee projects have
been built. Chairperson Nickelson commented that he is interested in the ranking system. Anna asked if
anyone had changes they wanted to share for the criteria. She would forward to the City Commission,
anything that the Committee would like to recommend. No changes were noted.
Fire Impact Fee Capital Improvements Schedules: Anna Rosenberry said that according to the
schedule, there will not be any new projects started until Fire Station Three is completely paid for. After
that, the next Fire Impact Fee project would be when the city starts building Fire Station Four.
Chairperson Nickelson asked for a motion to adopt the Fire Impact Fee Capital Improvement Program.
MOTION: Mr. Nelson moved to approve the fire impact fee and recommend it by staff, Mr. Carpenter
seconded, to approve the Fire Impact fee and recommend it by staff. The motion carried 6-0. Those
voting aye being Chairperson Nickelson, Ms. Rosenberry, Nr. Nelson, Mr. Carpenter Mr. Thompson and
Mr. Hixson. Those voting nay being none.
2. Sewer Impact Fee Capital Improvement Program Annual Update (Rosenberry) Anna
Rosenberry stated that the scheduled item for the Water Reclamation Facility Debt Service is to pay off
the amount of Capacity Expanding costs for the wastewater reclamation facility that was not able to be
paid in cash by the Impact Fee fund. No other items have been scheduled. There will likely be one more
year after Fiscal Year 2017 to pay this off. Other items on the Schedule include Graff Street sewer main
extension, Design of Phase II of the Water Reclamation Facility, Hospital Trunk Line, and Replacement of
Front Street sewer main. Water Reclamation Facility Superintendent Tom Adams and Anna had a
discussion about Phase II. Mr. Adams recommended removing Design of Phase II from the Impact Fee
list because it is likely to have no capacity expanding elements. It is likely to be all regulation required
improvements.
MOTION: Mr. Carpenter moved, Mr. Thompson seconded, to approve the Sewer Impact Fee Capital
Improvement Program with the removal of the Design of Phase II item. Those voting aye being
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Chairperson Nickelson, Mr. Thompson, Mr. Carpenter, Ms. Rosenberry, Mr. Hixson and Mr. Nelson. The
motion carried 6-0. Those voting nay being none.
Erik Nelson asked if an item is removed from the list, how hard would it be to get back on the list if the
city DID decide that it would benefit from the project? Rick Hixson responded that any item can be
removed and added back in just as easy. However it would not go directly to the City Commission. That
would take some time again. Chris Saunders stated that there might be value in having a formal CIP and
having a separate candidates list readily available for people. It states we have gone through the work
and could even be available for the public to view on the website.
Erik Nelson asked if there are other Federal or State programs out there that can help fund these
projects? Anna Rosenberry stated the most reliable resource for the city of Bozeman for Sewer projects
has been state and Tribal Assistance Grants (Stag) money. We received a STAG grant in the past for the
Hyalite Transmission Main and for the Water Reclamation Facility. This money comes to the City in
lump sums and is not predictable. James Nickelson said that over the years he observed that Bozeman
had been using state or federal money to do some work unrelated to impact fees. Anna said the city
did use STAG money. Chris Saunders said one challenge is the pace of projects. Projects often move to
fast to wait for the Federal Grant process, which can take years. He has never had that discussion with a
developer to pursue. James said is observation is that there is no difference if item is on the list or not,
they will often get funded if they move forward, with an Appeal to the Commission. James said he was
not really interested in expanding the list. Not all items on the list have even been used yet. James
commented that we could to think about taking longer to pay off the debt amounts so that we could
fund items as they came forward. Anna said the goal has been to pay the amounts off as soon as
possible. However, they are related to the 20 year Revenue Bonds that were issued by the Sewer Fund,
so there isn’t a requirement to pay them off early. Erik asked Commissioner Mehl if he would find it
easier to amend this list or to approve having reserve money set aside? If someone came forward with
a viable project, would it be easier to use reserve money or just decide not to payback the WRF Debt
Service amount quicker? Could the City have money in the impact fee program to provide seed money
for infrastructure in a project? Chris Saunders said the city would not ever pay Impact Fee money until
an Impact Fee project is completely finished. James had a question about hospital Trunk line and Front
Street project , can we just remove them? Chris Saunders said , yes, we could just remove those.
Someone could always come back in at some point and add them back on. Rick Hixson would be fine
with shortening the list. Erik said if any of those projects are tied to a grant that would come through to
pay for them, then those items would be wise to keep on the list. If STAG won’t pay for those, then take
them off the list. Commissioner Mehl stated it would be beneficial to keep Graf Street Extension on the
list. The question is do we keep these on?
3. Water Impact Fee Capital Improvement Program Annual Update (Rosenberry)
Anna’s memo to the Committee listed two items that had been questions from the last meeting. Items
WIF05- Redundant Transmission Main and WIF01- Sourdough Dam. Anna handed out the revised item
name and description for WIF01. This was written by Engineer Brian Heaston, who is heading up the
city’s effort to study our water supply and infrastructure. Brian’s plan will be prepared to document and
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analyze information to water rights and use of future water supply and future water demands. It was
recommended that we describe the project more broadly than just Sourdough Dam. Many other
options are being discussed. A selection committee was formed to choose a consultant for the analysis
of water supply and they narrowed it down to two firms. Their scores are being ranked and a decision
about award of the Plan contract should be made by 10/28/11. Commissioner Mehl said there is money
for the Study in this year’s budget. He is on Selection Committee. Erik asked if the funding was in the
General Fund? Anna said, No, it is from the Impact Fee Fund. Anna said what is the next step, what
should be in out 5 year capital plan for this item, should anything else be scheduled? Mr. Hixson
responded that right now there is no idea what those elements would be. Commissioner Mehl said we
should move to improve conservation. Mr. Hixson said the good thing about having a decent amount of
money listed in the CIP is everything is getting more expensive anyway. Some projects from the IWRP
could be pretty sizable. Anna asked if people are inclined to move to approve the changes that Mr.
Heaston suggested. Erik Nelson moved to approve the name change to call it Water Supply Planning
and Infrastructure-Phase 1.
James asked if George wanted to follow up on his questions. George asked /stated one thing he noticed
on item WIF05-Redundant Transmission Main is the 30 inch asbestos cement pipe. Looked at what the
time frame was for when it is needed is only 8 years away, allowing two years for construction and 6
years for funding and approvals. He was thinking getting the funding and approvals plus 2 to 3 years
construction is something that needs to be on the radar and move forward now. James asked if there
was information regarding capacity? Rick Hixson stated he has not looked at the numbers, can’t give
numbers on this. If there was no growth and per-capita demand is going down, he said George is right
to be concerned. The existing pipe will have capacity for a few years beyond 2020. Commissioner Mehl
has questions for Rick Hixson. If we always wanted to build this how come we put full amount on
impact fee schedule? If we were going to do this anyway? How does it get funded out of one source?
Rick said he thought we were paying for increments. Anna Rosenberry talked about when other
sources from outside the city help fund a project we show the full project costs on the CIP listing, and
then show the outside revenues coming in on the financial page of the CIP as additional revenues. It
was anticipated that there would be a split on this project. Commissioner Mehl asked where is this
money coming from? Chris Saunders said the city had a basic standard that all lines are looped. For
example the Graf Street item is supposed to be a 24 inch line that will make a laddering effect and
create a big loop. The existing line will stay in use to the new line isn’t maintenance. Anna is willing to
take suggestions and revise this role impact fee money would play. George asked if we can at least
change the name, it needs to be more accurate to what the situation actually is. James said we should
get the advice from the people who wrote the facility plan. James asked for any further discussion, and
asked for a motion.
MOTION: Rick Hixson moved to adopt the Water Impact Fee as amended and including the new
description of WIF01 and renaming WIF05 West Water Transmission Main Loop. Randy seconded the
motion. Motion carried unanimously.
4. Transportation Impact Fee Capital Improvement Program Annual Update (Rosenberry)
Anna Rosenberry started with looking at the Street Impact Fee list. During the last meeting the
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committee talked about the projects prior to the Kagy project. Kagy project has been on the list for a
long time. The project includes turning lanes added to Kagy. It is to be a combination of street impact
fees and urban funds. College is the project we are working now. Once College is completed the
intention was to work on Kagy. Rick Hixson said this is a top 10 project on the list for improvements in
the Transportation Plan. The description does not talk about bike lanes but that would be included in
the project. By using impact fees with the urban fees we could get the College Street project funded
earlier and move on to Kagy project in short order too. Increasing traffic on Kagy makes it that much
more ready, Rick said. Anna said both Kagy and College projects were walked about to our Federal
Delegation. Chris Saunders talked about what the urban funds are and where that money can be spent.
Rick Hixson said it’s a zero-sum game. The way it’s set up is that we must take miles of Urban Route off
somewhere in order to add somewhere else. Otherwise, we can’t use urban funds on a project. The
Urban Routes list is updated every 10 years. Debbie Arkell and Rick Hixson have talked with Montana
Department of Transportation about adding more urban routes…that hasn’t worked out well because
there is only so much money anyway.
Next item discussed was improvements to Durston SIF08. Over the years a lot of Durston Road had
been improved with the exception of a small segment. This project would require SIDS and impact fees.
Next item discussed is SIF20 the intersection (either light or roundabout) at 7th & Kagy. The proposal for
this is $540,000.00, scheduled for 100% street impact fee funding. This could be in conjunction with the
Kagy improvements. Tick said yes it could go with that item but for now it is a standalone item. George
asked if this was a realistic number? Rick said yes, but you can be surprised with what the actual bid
would be. Next item discussed was SIF21 page 11. Estimated at a million to expand Graf Street. It
would make a quicker response time from the fire station if there was a call on the south side of town.
Next item discussed was SIF23 Highland Boulevard Improvements from Main to Kagy cost total $7.6
million. Widening boulevard from intersection of Main to Ellis, along Highland to a three lane standard.
Debbie Arkell stated that this is an urban route. We get $850,000.00 a year for Urban Routes.
Rick stated that in order for a project to be completed they need to be on the 5 year CIP list before
hand. He said that if the demand for a project goes away, we don’t build it. The next 10 year update of
the Urban Routes list will happen soon. Rick said we don’t really know how we’re are going to approach
this. James talked about the urban fund and impact fees. Impact fees were put in to match the urban
funds amount. Anna asked what should we bring back for next time on this schedule? James asked
about the Cottonwood and Durston Intersection Improvements. This one does not hit the radar; he is
uncomfortable having it on the list without something saying that it is actually broken. Rick said there
isn’t anything right now saying that it’s “broken” It’s just loading up with cars at peak time. Debbie
Arkell said there are traffic studies what have been done on that intersection, just not a part of the
Transportation Plan. Anna asked if she should redo this list with the Manley Road project pushed back
and the North 27th project moved forward? James said yes, that would be helpful. Anna will revise the
schedule for the next meeting.
ITEM 6. OLD BUSINESS November 10th is the next meeting. No other old business.
ITEM 7. COMMITTEE COMMENTS No items were forthcoming.
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ITEM 8. ADJOURNMENT
There being no further business to come before the Committee at this time, Chairperson Nickelson
adjourned the meeting at 8:00 p.m.
James Nickelson, Chairperson
Impact Fee Advisory Committee
City of Bozeman
ATTEST:
Ashlie Portnell, Recording Secretary
PREPARED BY:
Ashlie Portnell, Recording Secretary
Approval date:
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1 of 7
MINUTES OF THE MEETING OF THE IMPACT FEE ADVISORY COMMITTEE
NOVEMBER 17, 2011
BOZEMAN, MONTANA
The Impact Fee Advisory Committee of the City of Bozeman met in the Commission room, City
Hall at 121 North Rouse on Thursday, November 17, 2011. Present were board members Rob
Evans, Randy Carpenter, George Thompson, James Nickelson and David Graham. Also present
were Commission Liaison Chris Mehl, City Engineer Rick Hixson, Finance Director Anna
Rosenberry, City Planner, Chris Saunders, and Deputy City Clerk Aimee Kissel taking minutes.
Present in the audience were Director of Economic Development and Community Relations Brit
Fontenot and Public Works Director Debbie Arkell.
ITEM 1. MEETING CALLED TO ORDER
Chairperson James Nickelson called the meeting to order at 6:04 p.m.
ITEM 2. MINUTES OF OCTOBER 27, 2011
Motion and Vote to approve the minutes of October 27, 2011 as submitted.
It was moved by Anna Rosenberry, seconded by Rob Evans to approve the minutes of
October 27, 2011 as submitted.
The motion passed unanimously.
ITEM 3. PUBLIC COMMENT
James Nickelson opened public comment. No person commented.
ITEM 4. CITY COMMISSION LIAISON
Commissioner Chris Mehl thanked Committee members for volunteering. He also confirmed a
Committee quorum would be present for the next meeting on December 8th.
ITEM 5. PROJECT REVIEW
1. Transportation Impact Fee Capital Improvement Program Annual Update (Rosenberry)
Ms. Rosenberry explained that the new packet provided have been updated with the changes the
Committee made during the last meeting. In addition, City Engineer Rick Hixson was able to
provide an updated estimate on the College project. Ms. Rosenberry said she would hope to have
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the list approved and recommended to the Commission in whatever manner the Committee
wishes.
Cr. Mehl asked about the rankings on the schedule.
Ms. Rosenberry explained the rankings are included in the detailed individual forms and said she
would add them back to the main schedule prior to the Commission discussion on this item.
The Committee began discussion on staff’s recommendation.
Responding to a question from David Graham, Ms. Rosenberry reviewed changes made since the
last Committee meeting. These included:
Dollar amounts
Project #20, Manley Road intersection control improvements
Project #32 unscheduled
Project #28 improvements on North 27th – move from unscheduled and into the next year. This is
a small piece of roadway that is not connected right now.
City Planner Chris Saunders reported receiving a letter from the public regarding the North 27th
project regarding an upcoming site plan on the corner. While city funding would handle costs
from expansion, the developer would be contributing site improvement related work. Since there
is a potential for development and partnering, this item was moved up in the CIP.
Mr. Saunders also reported receiving public comment regarding project #32 from Director of
Economic Development and Community Relations Brit Fontenot (see packet materials).
Director of Economic Development and Community Relations Brit Fontenot said in addition to
recommendations made in his November 7th memorandum to the Committee he would also like
to add consideration of an intersection control device at North 7th and Griffin Drive as
unscheduled.
Mr. Saunders spoke regarding a letter in the first packet from TD & H Engineering asking for
consideration of a possible signalization at the intersection of Griffin and Manley Drive. This
was for a potential user that never materialized. Mr. Saunders and Mr. Fontenot spoke based on
the discussion from the last meeting, how impact fee funding is partnered with other funding
resources on this project. There is an existing signal at N. 7th and Griffin Drive but that
intersection has two arterial, urban streets with large industrial property to the northwest. If there
was significant development there, significant improvements would be needed at 7th and Griffin.
The discussion then moved to leveraging other funding sources, minimizing impact fee expense
while getting the most value while facilitating development. For this reason, Mr. Saunders and
Mr. Fontenot would rather prioritize 7th and Griffin rather than Manley. Mr. Saunders explained
they do not have a recommendation for what year to place this in as there is not anything pending
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though the TIF board is interested in encouraging development. The timing would be driven by
an actual development, so this item could be placed under unscheduled with the idea that if
something significant was started, this project would be queued up. Mr. Saunders said there is no
cost estimate available at this time for 7th and Griffin. General signalization costs run about
$500,000 with some right of way acquisition costs. There is potential for partner funding which
would lower the impact fee cost share.
Discussion and explanation occurred regarding partner funding.
City Engineer Rick Hixson spoke regarding the possibility of using urban funds on urban routes
and the process of approving those through the Transportation Coordinating Committee and then
the Commission and considering the impact of taking urban funds from other planned projects.
James Nickelson confirmed that should the Committee choose to add the 7th and Griffin project,
they could estimate $500,000 for now.
Mr. Fontenot reported working on a planning effort with Mandeville Farms and State lands to the
south of that property. If that proceeds, the project in question would be an important piece.
Mr. Nickelson confirmed with Ms. Rosenberry that an intersection control project could be
added later into fiscal year 2017.
Ms. Rosenberry explained that the more left on the table in the last year of the plan, the more
flexibility to add a project in the middle of a plan year. It is important that the last year of the
plan has a positive balance. If we want to leave flexibility for projects to come in as development
opportunities arise, it is better to leave more of a balance in the plan.
David Graham asked whether this item was being recommended for the CIP to encourage future
development in this area.
Mr. Saunders responded that it allows conversations to happen with the Tax Increment Finance
(TIF) Board.
Ms. Rosenberry explained that having a project on the list keeps more focus on the needs of the
different elements of a project such as right-of-way, etc.
Mr. Fontenot added that the intention was to identify the strategically developable properties and
get them front and center to help staff keep them in mind and to also show the community that
we are trying to think ahead and be proactive.
Cr. Mehl urged the Committee to keep the list moderate and that the important piece from the
Commission’s perspective is to make it clear that if someone does come to the Commission with
a proposal, the Commission will listen.
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Mr. Thompson asked whether staff would recommend pulling the Manley and Griffin project off
and replace it with 7th and Griffin.
Mr. Fontenot responded that he would prefer that the Manley and Griffin project remain on the
list.
The Committee continued discussion regarding what projects to keep on the list and in which
year.
Rick Hixson began a discussion regarding whether Church Street from Main to Kagy Blvd.
should be removed from the list as the project will be extremely costly and difficult and is not
anticipated for years to come.
Ms. Rosenberry said the Committee needs to take one of the items within the first five years and
move it to unscheduled to maintain a cash balance if the 7th and Griffin project is added as
scheduled.
Discussion continued regarding scheduled vs. unscheduled projects.
David Graham asked whether intersection controls are always roundabouts or stoplights?
Mr. Hixson said in general, the main options are signals, roundabouts or stop controls.
Motion to adopt the street impact fee budget as recommended by staff.
It was moved by Rick Hixson, seconded by George Thompson to adopt the street impact fee
budget as recommended by staff.
David Graham began discussion regarding what the Committee would be adopting; specifically
whether other funding sources would be adopted.
Mr. Saunders clarified the Committee would be making a recommendation on the draft in its
entirety. He said as design work happens and as funding sources become solidified the dollar
amounts change.
Discussion continued regarding how money is allocated to projects and what projects the Impact
Fee Committee would consider again.
Cr. Mehl clarified that the City Commission will be considering this list on December 5th and the
program can be changed by the Commission later as well.
Ms. Rosenberry explained that if any changes need to be made to any of these projects regarding
percent of allocated funding, etc. tonight would be the time to make those changes.
Mr. Saunders explained that the City Commission actually approves individual projects during
the yearly budget approval when more accurate numbers and information is available.
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Amendment and Vote to the main motion to add the North 7th and Griffin Drive signal
improvements as a separate item to the schedule, and that they be unscheduled at half a
million dollars.
It was moved by Anna Rosenberry, seconded by Rick Hixson to add the North 7th and
Griffin Drive signal improvements as a separate item to the schedule, and that they be
unscheduled at half a million dollars.
The amendment to the main motion passed unanimously.
Motion and Vote to move the intersection control at Cottonwood Road and Durston
Avenue to unscheduled.
It was moved by Rick Hixson, seconded by Randy Carpenter to move the intersection
control at Cottonwood Road and Durston Avenue to unscheduled.
The amendment to the main motion passed unanimously.
The Committee discussed whether Church Street should be dropped off the list.
Chairperson Nickelson asked for further discussion or amendments to the main motion.
Rob Evans began a discussion regarding how there has been very little discussion regarding the
aspects of the CIP related to funding sources and percentages. He did not understand he was
voting on that portion of the CIP at this juncture.
Ms. Rosenberry explained how other funding elements contribute to projects in which impact
fees are to be used and how it is decided how each will contribute.
Mr. Hixson further explained the balancing act to determine funding sources and percentages
that can be used on projects using urban funds as an example.
Mr. Hixson explained that current capacity is a strict calculation based on the physical, capital
structure measured across the roadway that exists. For example, the addition of bike lanes where
there were none would be considered capacity expanding and would be impact fee eligible since
the current capacity for bikes is 0. Mr. Hixson explained that staff uses the same logic for
intersections. Using College and 11th as an example, Mr. Hixson explained in 1995 the level of
service at that intersection was an A or B (how well an intersection is working based on delay
rated from A (best) to E (worst)). Due to the impact of growth at that intersection, the level of
service became degraded over time causing the need for the roundabout to replace the 4 way
stop.
Mr. Saunders further explained that whether two lanes are functioning at or over capacity,
replacing asphalt as maintenance.
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Mr. Evans said the board has not really analyzed the percentages used to determine how much
impact fees should be used on intersections or other projects and he did not understand
recommendation of the document was all or nothing.
Cr. Mehl emphasized that he understood the concerns raised and future discussions looking at
the results of the impact fee study will explore these issues. In the meantime, none of the
intersections are scheduled for 2013, so the Committee will have time to analyze this.
Mr. Nickelson verified with Mr. Hixson that the final percentage split is based upon the actual
project.
Mr. Hixson explained how the calculation is reconciled.
Mr. Graham continued questions regarding how the calculations are made and said he disagrees
with staffs interpretation of the statute saying he reads it as net increase between the old and new
demand and not that anything that’s greater is capacity expanding.
Mr. Saunders said we hired a consultant to help us through these issues.
Mr. Hixson explained that Tyndale and Oliver who conducted the original impact fee study
verified that 100% impact fee allocation is absolutely legal and is the maximum amount that you
could allocate to that project but the Commission can change that percent.
Ms. Rosenberry began a discussion looking at different funding sources that may need to be
found in lieu of impact fees in order to complete a project. She also spoke about projects that are
impact fee eligible, but because other funding such as urban funds is available for a particular
project, impact fees are not used because we know we have other projects that do not have other
funding options. Ms. Rosenberry said her preferred option is urban funds, then impact fees,
special improvement districts, etc.
Ms. Rosenberry responded to questions from Mr. Graham about the general fund saying the
general fund makes the match for CTEP (grants) but not a lot of improvement costs.
The Committee continued discussion regarding the need to examine funding sources and
percentages further and concerns by some members that the Committee may be approving a
document they do not fully understand at this juncture.
Cr. Mehl said the Commission will be most likely scrutinizing the percentages in the summer
after this Committee has performed the bulk of the work with the consultant and before the final
budget has been approved.
Mr. Evans said his understanding is that while in fact the Committee will be approving the
document in its entirety, practically speaking they are approving the priority of the projects.
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Cr. Mehl apologized if this was not clear and reiterated that members and public will have every
opportunity this summer and also when the budget is approved in December to have an impact.
Debbie Arkell mentioned that the Commission has not always chosen to use the full impact fees
that staff recommended. They have created Special Improvement Districts in the past.
Vote on the main motion as amended to adopt the street impact fee budget as
recommended by staff. to add the North 7th and Griffin Drive signal improvements as a
separate item to the schedule, and that they be unscheduled at half a million dollars to
move the intersection control at Cottonwood Road and Durston Avenue to unscheduled.
The main motion passed as amended 6-1 with David Graham opposed.
ITEM 6. OLD BUSINESS
Impact Fee Project Update Website
Chris Saunders showed Committee members how to access an exciting new site on the city of
Bozeman webpage for the impact fee update project. This page includes news, upcoming events,
resources and an interactive impact fee map. The map is a great piece of work from the GIS
department and allows the user to add different layers as needed to show things like zoning
boundaries, city limits, annexations, the major water distribution system is, where we need to
make major future line improvements and other similar information.
To reach this site from the city of Bozeman home page at www.bozeman.net:
Click the ‘Bids Projects’ icon on the left side of the page. On the next page click ‘Impact Fee
Update’.
Next Impact Fee Committee Meeting December 8th. There will be a break over the holidays
and then a meeting will be scheduled when the consultant is ready to meet with the
Committee.
ITEM 7. COMMITTEE COMMENTS
None
ITEM 8. ADJOURNMENT
Chairperson James Nickelson adjourned the meeting at 7:08 p.m.
James Nickelson, Chairperson, Impact Fee Advisory Committee, City of Bozeman
ATTESTED AND PREPARED BY: Aimee Kissel, Deputy City Clerk
APPROVED:
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