HomeMy WebLinkAboutDevelopment Review Term Contract Proposal, KLJ lie
711
PROPOSAL FOR DE` OPMENT REVIEW TERM
CONTRACT - CITY OF BOZEMAN , MT
1982 Stadium Drive Suite 3
Bozeman, 59715 0697 OY L�
4o64o4i849 49 April 4,201t}
kljeng.com
Dustin Johnson
Project Engineer
PO Box 1230
Bozeman, MT 59771-1230
RE: Development Review Term Contract
<> Dear Mr.Johnson:
The City of Bozeman is looking for a firm to perform planning and engineering review of private development
plans including, but not limited to,conducting completeness and preliminary and final reviews,preparing staff
reports and presenting to the design review committee or other groups as necessary.
KLJ has assembled a professional team comprised ofAICP-certified community and transportation planners,
professional engineers and professional land surveyors.Our team is extremely knowledgeable about private
development,especially as it relates to Montana Code Annotated provisions for subdivisions (76.3-6oi:625)
and the Montana Public Works Standard Specifications.We believe our current work as the City of Sidney's
planner,the City of Conrad's planner as well as planning work in cities of Baker,Culbertson, Miles City and
Wibaux will help to ensure the City of Bozeman receives high-quality planning assistance that addresses all
aspects of development review.
KLJ has also served as city engineer for several communities across Montana and North Dakota including the
Montana cities of Shelby,Conrad and Colstrip; the city of Lincoln, ND;as well as the Montana towns of Darby,
Drummond, Pinesdale,Sunburst and Big Sandy.Currently, KLJ is the city engineer for the City of Dickinson
and our staff has offices in City Hall so we can review projects concurrently with the city planning and building
code departments.
We realize the growth pressures the City is currently experiencing and understand the implications that come
without a thorough planning and engineering review of private development projects.We also recognize the
need to have an impartial,conflict-free consultant to provide review and assistance as needed. For example,
the recent contentious rezone of the Campus Crest student housing project is a prime example of KLJ helping
the City provide review services.
Our team,and more importantly,our firm understands the importance of having functional planning tools and
high-quality service as development occurs.Without them, haphazard growth can impede future generations
and burden existing and future residents. Moreover,we realize the importance our work will have on other
initiatives in the area, including investment from public entities such as Gallatin Valley Land Trust and the
Trails,Open Space and Parks committee with the recent expansion of the Bozeman Pond Park as well as
investment from private developers with the Stadium View Apartments student housing project.
We are confident our proposal,combined with our highly talented team of professionals,will meet the City of
Bozeman's needs.We look forward to meeting with the selection committee to elaborate on our approach and
address any questions you may have.
Sincerely,
KLJ
Z /(,--
John How,AICP
Project Manager
NATIONAL PERSPECTIVE
REGIONAL EXPERTISE
TRUSTED ADVISOR
TABLE OF CONTENTS
FIRM INFORMATION ...... . . . . . ... ... . 1
UNDERSTANDING AND
APPROACH . . ... .. . . . .... .. . . .. . .. . . . . . . .. 2
EXPERIENCE AND SERVICES
PROVIDED . . . . . .. .... ... . . . . .... ... . . . . .. 8
OFFERER QUALIFICATIONS ... . .. 13
COST PROPOSAL . .. . . . .. . . . ... .. .. . . . 16
NON - DISCRIMINATION
AFFIRMATION .. . . .. ... ... . .. . . .. . . .. . . 18
R E S U M ES ..... . . .. . . . ..... . . . . . . ... . . .. . . 19
table of contents
F_1RM INFORMATION$
Company Profile
Since 1938, KLJ has provided multi-disciplinary engineering-based solutions for national, large-scale operations,with the local
expertise to drive projects forward and deliver successful results.Our strong regional connections,in-depth local knowledge,
responsive personal service and industry experience create strategic advantages for all clients.
KLj maintains a focus on innovation,helping clients succeed by developing lasting infrastructure that responds to the social,civic
and economic needs of our communities.We are organized into eight functioning markets:transportation,government/municipal,
water resources,energy,oil and gas,environmental,telecommunications and aviation.We also have technical workgroups including
survey, right-of-way, structural and construction management.Structuring our company according to specific areas of expertise
creates a highly collaborative project management environment.As we work with communities across the upper Great Plains to
plan infrastructure improvements and facilitate positive growth,we are able to dedicate professionals with progressive experience
tailored to move each project forward.
Ownership and Description
KLJ maintains 23 offices across a five-state region with more than 700 professionals providing services to the upper Great Plains and
the Rocky Mountain region. KLJ is constantly evolving and changing,adding new services to better serve our clients.
Today we are employee-owned and serve key industries. Our company is composed of a standing team of professionals, providing a
full spectrum of services to each market.
Kalispell
Great Falls
Missoula
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Helena
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Bozeman Bill
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i firm information
UNDERSTANDING AND APPROACH �N
PROJECT UNDERSTANDING
KLJ understands the city of Bozeman is experiencing growth,
investment and development at levels similar to those prior to
the recent recession.As such,the City's Community Development
Department and planning and engineering staff have become
inundated with private development applications. Development is
occurring at a rapid pace.To ensure quality projects are built,effective
planning and design review must occur within reasonable time frames.
Thus,we recognize the City's need for additional assistance in
reviewing development applications to make sure they are complete,
address issues identified by staff and meet all minimum design and
municipal code standards including the City's Uniform Development
Code (UDC) and engineering standards.We also understand the
potential need for a consultant to provide an objective review of
contentious projects within the city.Our team of professional planners
and engineers is more than well-equipped to provide neutral reviews of
projects that meet Bozeman standards.
We know development is occurring on the fringes of the city's boundary -
causing potential infrastructure issues and that affordable housing as
well as student housing is needed in Bozeman.Quality projects are
needed,and Bozeman should continue its progressive and forward
thinking principles when reviewing private development projects. i n+ mammal
Additionally,we understand preserving quality of life and protecting
existing citizens' property rights and values is essential as growth
continues to occur.
Our team comprehends the significance of the City's request for
assistance in reviewing development applications. KLJ has more than
75 years of experience providing services to communities throughout
Montana and the Rocky Mountain region and will gladly work with -
City of Bozeman staff to verify we meet all requirements identified in
Bozeman Municipal Code Section 38 Article 19, Plan Review.We will
also work to identify potential efficiencies with the review process
so our staff and City staff can effectively work together.We will work
diligently to provide quality development review services with City staff
so Bozeman residents receive private projects that will enhance quality
of life in the Gallatin Valley.
2 understanding and approach
APPROACH TO SERVICES
We understand clients expect the highest level of professional planning,engineering and project management services.We are
explicitly committed to training project managers and project teams to empower them with the management expertise clients
expect to receive when hiring a professional services consultant.
Development Review Services
While KLJ has not directly provided services to the City of Bozeman,we have worked with several other communities throughout
the state providing development review services,meeting their oversight requirements and communicating project schedules and
delivering staff reports with conditions for approval or reasons for denial.
We have a professional planning staff including four planners with AICP accreditation who will dedicate adequate time and expertise
to assist City of Bozeman planning and engineering staffto complete review of development applications.Similar to working
with other Montana communities,our project manager,John How,will conduct a briefing meeting on any new project or task to
determine staff best suited to providing quality service. Moreover,once we have a clear understanding of tasks to be provided,we
will conduct weekly meetings with City staff to inform them of our progress.
KLJ's approach to land use planning and development review is rooted in the basic principles of planning: protect the public's
general health,welfare and safety through sound planning principles. Moreover,we will work closely with our professional engineers
on design aspects oftasks and will also work with our registered surveyors regarding issues on plat, boundary line or topography
questions.We believe each service-planning,engineering and surveying-complements the other and should be utilized when
reviewing site plans and associated documents to ensure nothing is overlooked. In addition,each service we provide has the
qualified staff with technical expertise and resources to complete their relevant portion ofthe review. For example,our engineers will
provide the initial review for all technical engineering design reports and provide comments to the planner for incorporation into
the staff report.
Our team also strives to stay up-to-date on best planning G111WOEmWSp., L»^+
practices through several avenues including webinars, Montana
Association of Planners'events and conferences and attending
national American Planning Association conferences.We
also encourage staff to continually read about new planning
approaches through various subscriptions including Planning =
_.
magazine, the Western Planner, Lincoln Institute of Land Policy,
the Sonoran Institute and several others.Our engineers also
stay current on best practices by attending and speaking at -
the national ACEC conference, the Montana American Water
Resources Association and Storm Water conferences and the L -"
Montana Section of American Water Works Association. KLJ
also provides dedicated time and incentives to encourage all
staff to learn innovative techniques and apply them to our daily work. For example,we recently conducted a public meeting whereby
we utilized Google Earth,the City of Gillette's LiDAR data and BNSF-approved drawings to show 31)renderings of conception rail
park improvements.The innovative aspect allowed the City Council and public to download and view the 3D model at their leisure.
Our goal is to provide quality planning,engineering and design review services that are on time and within budget.As such,we
want to ensure the City of Bozeman receives professional service that enhances the community through better land use and
development. Because of KLJ's extensive staff expertise in planning,engineering and surveying,we can make sure that our very best
and brightest professionals will work on selected projects.
�< i� (2,n OIi- 3 understanding and approach
We have provided an example of how KLJ receives and reviews a development application.We would be open to revise the process
to meet the City of Bozeman's time frames and process. Moreover,we would welcome changes so our process mirrors the City's
and all applications will be reviewed in a similar manner.
KLJ » Final
RESPONSIBILITIES Submit report to report with
» Checks application City staff for review comments
for sufficiency Project manager and comment from DRC
KLJ INTERNAL
» Meets with REVIEW reviews comments » Forwarded
City staff about » Staff report prepared to planning
Once approved,
pending issues board/City
report is sent to
» Assigns personnel applicant council for
to project review
I)>
A/QC PROCESS FOR STAFF REPORT
VERIFIES APPLICATION MEETS:
UDC standards
Bozeman city/zoning codes
Subdivision regulations
Other planning/engineering
regulations as necessary
ENGINEERING, ADDITIONAL
SURVEYING AND REVIEW OR COMMENTS
PLANNING COMMENTS FROM ENGINEERING, DRC MEETING
SUBMITTED TO PROJECT PLANNING AND SURVEYING AND INPUT
MANAGER STAFF AS NEEDED
Please note that we are committed to the City of Bozeman and recommend
that our project manager,John How, invest his time with City staff in a job-
shadow arrangement.We believe this arrangement will allow KLJ to become \ ,
Familiar with the City's review procedures, time frames and general process for V
conducting development review services. If agreeable,we recommend that John WE WI LL NOT CHARG E TI M E
and/or other staff visit with City staff at least once per week prior to receiving
applications to become familiar with staff and their review process.We will not FOR THE JOB-SHADOW
charge time for the job-shadow process because we believe it is essential to PROCESS BECAUSE WE
developing a trusting relationship with City staff and their ability to feel confident
in our skills. It is only through a trusting relationship that KLJ can provide the BELIEVE IT IS ESSENTIAL TO
highest quality services that meet and exceed the City's expectations. DEVELOPING A TRUSTING
While we have not completed projects in the City of Bozeman,we believe this RELATIONSHIP WITH CITY
arrangement will benefit the City immensely.We do not have conflicts of interest STA F F.
with past private development projects that may preclude our ability to provide
comprehensive and unbiased review of private projects. In Fact,our ability to
4 understanding and approach
review any project is extremely advantageous because we do not,and have not,had a vested interest in projects built or currently
under review and/or being developed.As such,we believe our team can serve the City and its residents with objective viewpoints
that enhance the public health,welfare and general well-being of Bozeman residents,businesses and developers.
Project Management
KLJ has developed a well-defined project management process as the primary model for producing and conducting development
review services as listed in the request for proposals.Quality,budget and schedule management are essential elements to our
success as well as the success of the City of Bozeman. KLJ establishes early and consistent communication with each client to
determine alternatives that will suit both project needs and client expectations.
KLJ project managers are assigned to individual projects based on technical experience and ability to effectively oversee the project
and communicate with City staff.Our project manager,John How,will maintain open lines of communication with all involved staff,
providing progress reports and identifying potential issues before they have significant impacts to a private development project.
Additionally,John How will oversee development of all project tasks and deliverables;adjustments to project scope and schedule
are made as needed and communicated to the client—the City of Bozeman—with clear understanding of impacted cost.
Our commitment to the project management process includes an extensive internal training program that all project managers are
required to complete.The rigorous training program is led by a senior engineer with more than 30 years of effective management
experience.Our project management training is an interactive,ongoing process designed to inform,train,reinforce and certify
project management leaders in all aspects of our firm including land use planning and related tasks. Developing effective project
managers through mentorship and experience allows us to continually serve our clients' needs.The project management process
creates consistent approaches and processes providing:
Project oversight based upon open,two-way communication
Aggressive monitoring of resources,staffing and progress through generated reports and scheduled meetings
Effective communication planning tailored to the client and project
Budget controls and fiscal responsibility
Health,safety and welfare awareness for the public
Review and approval of proposed project scope and budget by project manager
Requirement for written planning and engineering agreements with defined scope,fee and risk allocation for each party
� n A
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5 understanding and approach
Quality Assurance/Quality Control Procedures
1 . Introduction
This Quality Management Plan (QMP) will be implemented on the project by all members of the project team.
1.1. Purpose
The purpose of the QMP is to provide guidance and consistency to members of the project team. Fundamentally, the plan identifies
required activities to increase the quality of products delivered and reduces the risk of errors and omissions.The plan also defines
quality assurance (QA) and quality control (QC) roles, responsibilities and processes.
1.2. Goals
The overall goal ofthe QMP is to provide a systematic and efficient means to successfully complete the project.
Several specific goals include:
» Project team communication.
» Meet or exceed expectations.
» Complete the project according to the appropriate standards,specifications,practices and needs.
» Provide finished construction documents that meet City of Bozeman design criteria and other applicable federal and state
requirements.
» Reduce design costs by providing internal checks that minimize comments and rework.
» Generate well-organized documentation to streamline the checking and review process internally and for the State of Montana.
1.3. Definitions
Quality Assurance (QA)
QA,as defined in this plan, is the planned and systematic activities performed to measure the project deliverables (reports, plans,
estimates,etc.) against predetermined requirements.The objective of QA is to continually improve our project delivery process to
meet or exceed Montana Department of Commerce and the public's expectations.
Quality Control (QC)
QC,as defined in this plan,is a detailed checking process to verify the accuracy and completeness of the project deliverables and to
ensure conformance with appropriate standards.
1.4. Requirements
In order for the plan to be successful,the following requirements must be met:
i.All project team members must support and implement the QMP.
2.The QMP will be reviewed and adjusted as necessary to verify it provides a benefit and its procedures are workable.
3.The project team will be trained and commit to an ongoing process of reviewing and checking throughout the project course.
4.Significant decisions will be documented and filed in such a way that verification of the decisions can be determined.
5.The checking process will verify subsequent phases conform to decisions and commitments made during previous phases.
� j , � , ; 6 understanding and approach
2. Quality Assurance/Quality Control Process
2.1.QA/QC Process
For every project,tasks of varying degrees of complexity are completed.The amount of time and level of review necessary for each
task must be linked in some way to this complexity and also to the City of Bozeman's requirements. KLJ's core philosophy is that
information produced for a project must go through the appropriate level of review before leaving the office.
2.2. Review
General Description
For all levels of the process, the peer review will be the primary QC check.The peer review should be performed by someone
who has as much or more experience in the area being reviewed than the person who completed the task.The peer reviewer will
complete either a review summary form or the assigned QC checklist to verify the review was completed and all comments have
been resolved.
2.3. Checklists
KLJ will use checklists to facilitate reviews when appropriate.Checklists will be enhanced when necessary and submitted for review
and approval prior to use on the project. It is our belief that keeping the review process clear and concise assures it is being
completed.
2.4. Responsibility
It will be the responsibility of the assignees of the given task to assure the level of review is complete. It will also be their
responsibility to initiate the QA/QC process and for assuring all corrections are made prior to submitting the task back to the
project manager or task leader.The QA/QC manager will randomly audit tasks at various levels to verify the required processes are
being completed.
2.5. QA/QC Example Flow Chart
QA/QC Manager
periodic reviews
F- —— — — — — — — — — — — — — —I
Project Manager
Tasks ranked and Completed QA/QC
assigned to staff form scanned,filed and
noted on the project's
master spreadsheet
Work is distributed and Any changes completed,
_� QA/QC form prepared If needed,further
completed review completed
1 t
[81-
A/QC form,checklistsMajor change needed f applicable) and task � Level of review
ven to peer for review completed
L — — — — — — — — — — — — — J
7 understanding and approach
EXPERIENCE AND SERVICES PROVIDED
,*,
KLJ is a full-service engineering, planning and surveying firm with expertise ranging from land use and transportation planning
to civil and transportation engineering,surveying,airport planning, telecommunication and structural design.We have several
planners and engineers with more than 25 years of experience in both public and private planning practice,assisting developers and
local governments with all aspects of the tasks identified in the proposal. Moreover,our AICP planning staff has a combined 8o-plus
years of planning experience to draw upon and help the City of Bozeman with development review services. KLJ will provide AICP
planners and professional engineers to work on development review tasks and will supplement this expertise with professional land
surveyors to complete the requirements as outlined by the City of Bozeman's Municipal Code Section 38 Article ig, Plan Review;the
Bozeman Unified Development Code (U DC); and other City of Bozeman and State of Montana Engineering Design Standards.
KLJ has provided development review services to several clients throughout Montana ranging from land use planning,zoning
and subdivision review for the City of Sidney,to engineering review,processing development requests and conducting preliminary
engineering reports for the City of Conrad,to updating Fallon County and City of Baker's subdivision regulations to comply with
changes in the Montana Code Annotated.We have provided a general overview of services provided to clients in Montana and
highlighted recent work with communities in the Bakken region of North Dakota.While this list provides an extensive overview of
the services we have and can provide, it is not an exhaustive list of our work in the region. If the selection committee would like
more information,we would be glad to provide additional details.
Montana
City of Baker
■ Zoning code rewrite and update �„•�.,. , A
• On-call services for zoning questions
■Transportation facilities review including preserving right-of-way
(ROW) for street extensions
■ Airport master plan and airport planning
» City of Broadus -
• Airport planning including land use computability ordinance
» City of Colstrip
■ Engineering services including water,sewer and storm water design and review, road design standard review
■ On-call services for zoning and subdivision review
» City of Conrad
• Engineering services
■ Review of technical engineering design reports, specifications and drawings
• Water/sewer layout,design and review
■ Review site plans for potential conflicts with private and public utilities
• Storm water design review
• Street layout and design
•Transportation facilities review
• Floodplain review
• Zoning code rewrite (to be updated once funding is secured)
■ Subdivision review and implementation of 2oi4 regulations (to be updated once funding is secured)
■Annexation review
8 experience and services provided
■ Payback agreement and subdivision improvement Storm water design review
agreement implementation Street layout and design review
■ Create development applications and checklists Transportation facilities review including preserving
•Variance requests and reviews ROW for future street extensions
■ Zoning board assistance Review of technical engineering design reports,
■ Zoning administrator duties specifications and drawings
• City council staff reports ■ Zoning code rewrite (currently updating code)
■ Other on-call services as needed ■ Subdivision review and implementation OF2014
» City of Culbertson regulations (currently in-process of adopting)
■Airport affected area (AAA) ordinance with land use
■ Annexation review
planning inside airport boundaries • Payback agreement and subdivision improvement
» City of Fairview agreement implementation
■ Transportation facility review including long-range
■ Impact fee assessments and calculations
transportation planning • Parkland dedication and cash-in-lieu-of calculations
» City of Miles City ■ Variance requests and reviews
■Airport planning • Zoning board assistance
Airport master plan and land use plan ■ Planning board assistance and staff reports
Wildlife hazard assessment •Zoning administrator duties
Airport layout plan ■ City council staff reports
» City of Shelby
■ Other on-call services as needed
■ Engineering services ■ Airport planning services
■ Review of technical engineering design reports, Wildlife hazard assessment
specifications and drawings On-call services
■ Water/sewer layout,design and review » City of Wibaux
■ Review site plans for potential conflicts with private and • Recommended zoning and subdivision regulation
public utilities changes
■ Storm water design review » Dawson County
■ Street layout and design ■ Hazard Mitigation Planning including flood area
■Transportation facilities review mapping
• Floodplain review » Fallon County
■ Rail engineering and site review of Port of Northern • Growth Policy update
Montana ■ Population projection updates,land use map text and
■ City council staff reports map amendment (ongoing)
■ Other on-call services as needed ■ Subdivision regulation update(2007,2oog and 2011
» City of Sidney Montana Legislative updates)
■ On-call services for subdivision and zoning questions
■ Site plan review including:
Water/sewer layout and design
Potential conflicts with private and public utilities
(City of Sidney water and sewer,M DU power, Mid-
Rivers communications)
n , �-1 9 experience and services provided
» McCone County
■ Hazard Mitigation Planning including flood area mapping
» Powder River County
■Transportation facility review including preserving ROW for future streets
■ Land use planning
» Richland County
■ Growth Policy update
■ Land use plan update
• Master transportation plan
■ Planning board assistance
■ Hazard Mitigation Planning including flood area mapping
» Wibaux County
■ Hazard Mitigation Planning including flood area mapping
» Town of Darby
■ Engineering services
• Review of technical engineering design reports,specifications and drawings
■Water/sewer layout,design and review
nv
■ Review site plans for potential conflicts with private and public utilities
■ Storm water design review '
4N
■ Street layout and design
■ Transportation facilities review r
• Site plan review •`� ► — f,
■ City council staff reports 'I
■ Other on-call services as needed t.
» Town of Drummond a...�.- �`,*•�.. �; -�
_:4-
• Engineering services y
■ Review oftechnical engineering design reports, specifications and drawings ,,;:,
■ Water/sewer layout,design and review +
■ Review site plans for potential conflicts with private and public utilities
■ Storm water design review `I
■ Street layout and design
■Transportation facilities review
• Site plan review
■ City council staff reports
■ Other on-call services as needed
10 experience and services provided
» Town of Pinesdale
• Engineering services
■ Review oftechnical engineering design 7
r•'
reports,specifications and drawings
■Water/sewer layout,design and review
■ Review site plans for potential conflicts with
private and public utilities `
■ Storm water design review
• Street layout and design
■Transportation facilities review
■ Site plan review
■ City council staff reports
■ Other on-call services as needed
North Dakota
» City of Dickinson
■ Engineering services
• Review of technical engineering design
reports,specifications and drawings /
■Water/sewer layout,design and review \
■ Review site plans for potential conflicts with
private and public utilities X . :
■ Storm water design review ,
• Street layout and design
■Transportation facilities review
■ Floodplain review
■ Subdivision reviewP-1 �\A A
■ City council staff reports I Zz_�
_a
■ Other on-call services as needed
■ Comprehensive and master transportation
L L
plans ITY
■ On-call services for land use planning 4..
questions -is■ Av6
» City of Berthold
• Land use plani r
■ Zoning code rewrite and update
• Subdivision regulations rewrite
■ Design guidelines for new construction
■ On-call services for all planning items
C) i- » experience and services provided
OFFERER QUALIFICATIONS
REFERENCES Toole County and City of Shelby, MT
City of Sidney, MT Deb Brandon,Toole County Commissioner
Jeff Hintz, Public Works Director 4o6 4�4 8310
4o6 433 2809 brandon@northerntel.net
sidneydpw@midrivers.com Larry Bonderud, Mayor
Rick Norby, Mayor 4o6 434 5222
4o6 433 28o9 larry@shelbymt.com
rick.norby@yahoo.com
Services Provided:
Services Provided: » KLJ completed a housing impact study for northern Toole
» Zoning code rewrite (currently updating code) County and the communities of Kevin,Shelby,Sunburst and
» Subdivision review and implementation of 2014 regulations Sweet Grass.The team conducted a review of housing stock,
(currently in-process of adopting) land use and infrastructure (Shelby only) to determine the
» Annexation review existing condition of housing types,collected CIS data to
Payback agreement and subdivision improvement create land use and housing maps for all four communities,
»
agreement implementation conducted interviews,completed a housing summary profile
and provided a list of recommendations.
» Impact Fee assessments and calculations
» Engineering services including review of technical
» Parkland dedication and cash-in-lieu-of parkland calculations engineering design reports,specifications and drawings
» Variance requests and reviews » Water/sewer layout,design and review
» Zoning board assistance
» Review site plans for potential conflicts with private and
» Planning board assistance public utilities
» Zoning administrator duties including » Storm water design review
» City council staff reports » Street layout and design
» Other on-call services as needed
» Airport planning services
» Rail engineering and site review of Port of Northern
Montana
» Wildlife hazard assessment
» City council staff reports
Richland County, MT » Other on-call services as needed
Lauren Young,Shane Gorder and Duane Mitchel,County
Commissioners City of Dickinson, ND
4o6 433 1706 Ed Courton,Community Development Director
Marcy Hamburg,County Planner 7O1 456 7812
4o6 433 6886 Services Provided:
mhamburg@richland.org Comprehensive Plan involved future land use planning,a
Services Provided: growth management program,housing strategies and policies
» County Transportation Plan including creating road regarding temporary housing accommodations. KLJ prepared
specifications,future functional classification maps and an interim land use map and policies to use as a guide until
standards,access management guidelines, improvement final plan adoption that provide the City and developers with a
projects and cost/funding opportunities. plan for future housing, industrial,commercial and public space
» County Growth Policy Update including infrastructure compatibility.Team members created incentive-based housing
assessment,updating future land use plans for Sidney strategies to encourage private developers to build affordable
and Fairview and creating overlay zones for Lambert and housing units and created an adequate public facilities
Savage,establishing extraterritorial zoning or joint zoning ordinance.
approval for Sidney and Fairview,developing new goals and
objectives, updating natural resources maps and policies,
and updating other required elements per MCA 76.1.6o1.
kI C0111 13 offerer qualifications
» City of Lincoln ■ Zoning board assistance
■ Engineering services • Zoning administrator duties
■ Water/sewer layout,design and review ■ City council staff reports
■ Review site plans for potential conflicts with private and • Other on-call services as needed
public utilities » City of Ross
■ Storm water design review ■ Land use plan
■ Street layout and design ■ Zoning code
■ Transportation facilities review ■ Subdivision regulations
■ Review of technical engineering design reports, » City of Dunn Center
specifications and drawings ■ Comprehensive plan
■ Floodplain review ■ Land development code
■ Zoning code rewrite and administration
• Contract planning services
• Subdivision review » Dunn County
■ Annexation review
* Comprehensive plan
■ Payback agreement and subdivision improvement . Land development code
agreement implementation
■ Technical assistance
■ Create development applications and checklists
■ Variance requests and reviews
o
a
I -
r.
a _
12 experience and services provided
City of Conrad, MT Fallon County, MT and City of Baker, MT
Wendy Judisch, Mayor Deb Ranum,County Commissioner
406 434 5222 4o6 778 7io7
Services Provided: falloncc@midrivers.com
» Engineering services including review of technical
engineering design reports,specifications and drawings, Desiree Theilen,City/County Planner
water/sewer layout,design and review, review site plans 4o6 778 7iit
for potential conflicts with private and public utilities, fallonplanner@falloncounty.net
storm water design review,street layout and design,rail
engineering and site review of Port of Northern Montana, Kevin Dukart,City Clerk
city council staff reports and other on-call services as 4o6 778 2692
needed. cibaker@midrivers.com
» Planning services including site plan review,zoning Services Provided:
and subdivision review,zoning code rewrite (pending), » Growth Policy update
subdivision regulations rewrite (pending) and other on-call » Subdivision regulation update (2007, 2oog and 2011
services as needed. Montana Legislative updates)
» On-call services for subdivision and zoning questions
» Population projection updates
» Land use text and map amendment(ongoing)
-.j
14 offerer qualifications
AVAI LAB LITY
We have selected a team of professionals that can deliver development review services on time and that is familiar with Montana
and Bozeman codes.Our ability to meet and exceed the City's expectations is paramount to our team. KLJ will utilize Microsoft
Project to organize staff and schedule tasks.We will create a Gantt chart with staffing requirements and availability;therefore,we
can eliminate delays and maximize project budgets.
Project Manager John How is based in our Bozeman office and will coordinate tasks with team members. In addition, KLJ has six
offices located throughout Montana with sufficient staff who will assist our core team of AICP planners and professional engineers
listed on the project team.Our team also plans to hold weekly conference meetings during the initial phases so we can become
familiar with the City's process and the local community's expectations.We will then conduct weekly meetings during the remainder
of the contract; however,should an issue occur,John How will be immediately available to address questions.
We have listed the availability ofeach core team member and have provided a combined availability chart for all support staff.We
have also built in availability should additional work be required by the City. NOTE:John How's availability will increase after May as
we are currently in the process of hiring a planner in our Billings office to begin supplementing John's work in Sidney, MT.
Projected Workload Capacity Chart
I i I
John How,AICP
Carron Day,AICP
Joel Quanbeck,AICP
Thomas McMurtry,AICP
Committed Projects
Andrew Thierolf
V Bozeman Development
JD Nash Review
I
Bill Buxton, PE wi ,vailable Capacity
I
Brad Koon, PE
Carl Jackson, PE
Travis Jones, PE
Jason Crawford, PE
James Slayton, PE
Michael Reis, PLS
Wayne Crow, PE, PLS
Support Staff
0 10 zo 30 40 50 60 70 80 90 100
15 offerer qualifications
COST PROPOSAL
KLJ understands that costs are an important consideration for all public agencies.We also believe that providing quality service at
a reasonable rate is essential to our values of being good stewards with public funds. However,we believe consultants should be
compared using an "apples to apples"comparison instead of a flatline cost or base rate simply to appear cheaper per the selection
process.As such,we have provided a breakdown of our rates,which include profit,overhead and experience.
The rate shown is the maximum rate per employee classification.Actual rate charged per employee will be based on employee base
salary plus applicable adjustments for overhead and profit, Overhead costs include rent/utilities/office supplies and fringe benefits
such as vacation pay and medical insurance. Mileage is not charged as a direct cost to the project;it is included in our overhead.
We do not directly charge clients for reproduction costs such as staff reports and copies for DRC review.
We can submit additional information regarding our rates if needed.We have also provided an example of what our invoices would
entail.
KLJ believes providing quality service is paramount to the long-term success of the communities in which we live and work,
including the City of Bozeman.Thus,if selected based on our professional expertise and experience,we would gladly discuss our
rate schedule to achieve a mutually beneficial agreement between the City and KLJ.
Cost/ Budget Control
While reviewing development projects and preparing
staff reports is a large portion of project success, Staff Type Maximum Hourly Rate; Subject to
effective cost management is equally essential. Change Per Employee Base Salary
Meeting the City of Bozeman's expectations includes Engineer 111 $181.00
providing effective project deliverables while managing Engineer 11 $137.25
tasks and schedules within budgetary constraints.The Engineer 1 $99.50
following provides an outline of specific cost control
Engineer Technician I $93.50
measures.
Planner III $178.00
» Evaluate each task's proposed budget and scope, Planner 11 $135.25
evaluating whether the work can be feasibly Planner 1 $98.00
completed within the time and cost needed for a GIS Analyst $84.50
quality review and report. Environmental Planner II $102.00
» Facilitate clear communication between KLj,City Environmental Planner I $86.00
staff and private developers to develop a realistic Surveyor I11 $164.50
project schedule of two weeks. Surveyor 11 $115.00
» Develop a clear understanding of tasks to be Surveyor 1 $83.00
completed and conditions that may affect schedule Administrative Assistant II $79.00
and recommendations of approval/denial. Administrative Assistant I $64.00
i » Partake in proactive project management through
the use of a critical path model,which is updated
as necessary and used in during in-house project team meetings to verify intermediate and final delivery dates are met.
» Provide progress reports on project tasks,costs and deliverables through project completion.
» Utilize in-person meetings with City staff as needed.
16 cost proposal
INVOICE EXAMPLE ♦.
Invoice Invoice Number: 10007495
«KQ Invoice Date: 12/31/2013
v Invoice Terms: NET 30
Page 1 of 1
Please Remit To
Kadrmas, Lee&Jackson, Inc
PO Box 4130
To: ABC COMPANY Bismarck, ND 58502
123 A ST Phone: 701.355.8400
BISMARCK, ND 58503
Attention: JANE DOE PROJECT NAME
MCKENZIE COUNTY, ND
Project: 3710395
Manager: SMITH, BOB
Professional Services for the Period Ending 11/23/2013
Task: 1 Stake well location, horizontal section surveys and drafting of requested
drawings
1.1 Survey
Staff Type Bill HoursCharge
CADD Technician 1 10.00 $656.17
CADD Technician III 3.00 $321.20
13.00 Task Total: $977.37
Billing Total: $977.37
—Current Invoice Amount— $977.37
A late charge will be added to any unpaid invoice balance according to contract terms, with a minimum charge of$10.00.
Visit us at www.kljeng.com
17 cost proposal
NON - DISCRIMINATION AFFIRMATION$,
KLJ hereby affirms it will not discriminate on the basis of race,color, religion,creed,sex, age, marital status,national origin or
because of actual or perceived sexual orientation,gender identity or disability in the performance of work performed for the
City of Bozeman,if a contract is awarded to it,and also recognizes the eventual contract,if awarded,will contain a provision
prohibiting discrimination as described above and that this prohibition shall apply to the hiring and treatment of the KLJ
employees and to all subcontracts it enters into in performance of the agreement with the City of Bozeman.
0
Robert Cheek
Director of Municipal Services
4/4/2oi4
Date
18 non -discrimination affirmation
Project Manager j o h n H O W, A I C P
John has worked with several communities throughout Montana and North Dakota and is currently
the City of Sidney's planner.He has extensive experience as a project manager with growth policies,
land use plans,comprehensive master plans, zoning ordinance updates, subdivision regulations
and airport master plans. He also has experience with affordable housing studies, economic
a- a N�
development, parks and trails, infrastructure and transportation plans. John is a member of the
American Institute of Certified Planners and earned a MS in urban and regional planning from
the University of Iowa.John is dedicated to ensuring clients receive outstanding planning service.
Project Manager
City of Sidney Planning Services — Sidney, MT
John currently serves as planner for the City of Sidney and is responsible for reviewing all
development applications including annexation requests, subdivisions,zone changes, variances
REGISTRATION and conditional use permits.John routinely collaborates with developers to help manage growth
American Institute of in and around Sidney to ensure the city receives high-quality development and that projects follow
Certified Planners the subdivision and zoning regulations. In addition,John prepares and presents staff reports to
(AICP) the City/County Planning Board, Zoning Board and Sidney City Council. He is knowledgeable
about the Montana Subdivision and Platting Act and is constantly reviewing the Montana Code
Annotated to ensure the City is following the most recent updates from the legislature.
EDUCATION
MS Urban and Project Manager
Regional Planning— Subdivision Review and Zoning Code Update — Fallon County and City of
University of Iowa
Baker, MT
BS Criminal Justice John worked with the county planner and city clerk to update the County's subdivision regulations
—University of ensuring previous changes from the Montana Legislature were incorporated.He prepared zoning
Nebraska at Omaha code updates and developed new regulations for accessory dwelling units, a new multifamily
zoning district and proposed changes to allow for mixed use development in downtown Baker.
BA Psychology— John also served as the City and County's consultant regarding zoning applications and how best
University of to apply the new codes.
Nebraska at Lincoln
Project Manager
Rail Park Market and Feasibility Analysis, Flathead County Economic
PROFESSIONAL Development Authority (FCEDA) — Flathead County, MT
MEMBERSHIPS
KLJ conducted a market analysis, which included a competitive assessment, financial feasibility,
American Planning cultivation of partnerships, target industry identification, leads for recruitment, funding options
Association Western and identification of an operating model to determine the appropriate businesses for locating to
Central Chapter the park.John also organized and led multiple meetings to obtain input from FCEDA, BNSF, the
Montana Association local short line operator,the City of Kalispell and the two Kalispell businesses using the existing rail
of Planners to determine potential site layout options.A final site layout was selected that accommodates the
Toastmasters requests of the businesses in town and provides multiple locations for additional new businesses,
International which require access to rail,to move into the site.
Planner
Dickinson Comprehensive and Transportation Plans — Dickinson, ND
John was the primary lead developing a comprehensive housing policy to address the affordable
KLI housing shortage in Dickinson. He developed economic development strategies to diversify the
local economy and expand businesses not related to the energy boom.John was also responsible
for creating a public input process and leading joint stakeholder meetings between the City of
Dickinson, Stark County and the Dickinson Planning Board. John analyzed all data related to
the comprehensive plan ranging from land use patterns to housing prices to natural resource
development to population estimates.
resumes 19
Planner and B a r r o n ® AY, AICP, C E P
QA/QC Carron, who leads KLJ's Community Planning group, is a planning expert. Since joining KLJ,
Carron's work has focused on the Bakken region of eastern Montana(Wibaux,Fallon and Richland
Counties). She attended both the 2013 MAPA conference and Montana Floodplain Managers
Conference.
Local Government Assistance
4 1 Over her 35-year long career, she has regularly provided informal and contract planning-related
assistance to local governments.This work has included reviewing project applications and writing
staff reports,developing land use/zoning regulations,forms and toolboxes.As a regional planner,
Carron pioneered quarterly calls for local in a nine-county region addressing issues ranging from
the disposal of dilapidated mobile homes to agricultural preservation to uses not addressed in
current regulations. Carron regularly mentors planners, reviewing and providing comments on
REGISTRATION drafts,advising regarding community outreach,participating in presentation preparation,etc.
American Institute of Land Use/Growth Plans
Certified Planners
(AICP) Carron is often project manager/lead planner for community land use studies and comprehensive/
growth plan amendments. She has authored hundreds of comprehensive plan and zoning
Certified Environmental regulation text sections and supporting amendment justifications, data support and analysis.
Professional— Design standards for multi-use/new community developments.
specialty as an
environmental Site Plan Development and Review
planner(CEP) Carron has extensive experience in leading development projects, including hundreds of
Congress for the New commercial, distribution and industrial centers, utility plants, high-voltage transmission lines,
Urbanism—CNU recreational vehicle parks and residential developments of all scales. Roles have included site
Accredited (CNU-A) design, entitlement strategy including annexation analysis, agency interface,team management
and project representation. Working in large engineering firms a frequent role has been reviewing
National Charrette draft plans for regulation consistency.
Institute—Certified
Public Meeting Workshops
Facilitator Presentations include state and local chambers,the Brownfield Association,multiple state chapters
of the APA, Rail-Volution, university graduate planning classes, various civic organizations, law
EDUCATION firms and in-house brown bags.Topics have included Density, the "D" word, Communities of a
Lifetime, Traditional Neighborhood Development, Site Assessment and Due Diligence, Scenic
Master of City and Highways,Affordable Housing,Unintended Barriers to Sustainable Development,Zoning and Site
Regional Planning— Plan Review and many more.A recent presentation to the Bismarck-Mandan Realtors addressed
Illinois Institute of new concepts in community development.Carron's summer/fall 2014 webinar series will include
Technology both APA CM and more"nuts and bolts"topics.
BA Economics— Background
Emmanuel College
Carron has a bachelor's in economics, a master's in city and regional planning and multiple
additional graduate level planning-related courses. She is a member of the American Institute
of Certified Planners (AICP),the North Dakota Planning Association, is certified by the National
Association of Environmental Professionals as an environmental planner(CEP),certified in public
meeting facilitation by the National Charrette Institute and is accredited by the Congress for the
New Urbanism (CNU-A).
� KLJ Carron's references have written: "Carron is dedicated and passionate about her work," "She is
S always so well prepared," "In my opinion she is a leader in the field" and "Her planning style
incorporates a respect for the existing environmental and social communities."
resumes 20
Planner joelQUANBECK , A D \.___
Joel has more than 26 years of professional planning experience in the upper Midwest. Some
of his most significant experience includes comprehensive planning, zoning, socio-economic
analysis, public involvement, transit system analysis and floodplain management. He has
provided planning services to counties, cities, townships, metropolitan planning organizations,
state government departments, private developers and both public and private non-profit
organizations.These varied projects and clients allow him to understand the perspectives of and
effectively serve a wide variety of organizations. While at KLJ and with other firms,Joel has served
several small or rural local governments. In addition to writing comprehensive plans and land
development codes for counties,cities and townships,Joel has provided planning administrative
T services.Joel's experience working with communities in the Bakken over the last few years has led
to his active involvement in the Regional Plan being developed by the Vision West ND project,
and his presentations about land use management issues in oil boom country on behalf of the
REGISTRATION ND Ag Extension Service.
American Institute of
Certified Planners He has often been asked to lead training workshops at annual conferences of state-wide
C
ertifi organizations such as the North Dakota League of Cities, the North Dakota Association of
Counties and the Western Planning Association.
Certified Floodplain
Manager (CFM) Relevant Experience
Dunn Center, ND Comprehensive Plan, Land Development Code and
Contract Planning Services
EDUCATION
When the former mayor of Dunn Center called the North Dakota League of Cities seeking
BS Sociology, professional help to prepare for the impact of western North Dakota oil and gas development,
minor Emergency the League of Cities contacted Joel. In 201o, he met with the City Council to learn about their
Management— concerns,and has been assisting the City ever since. During the last four years, Joel has helped
North Dakota State the City prepare a comprehensive plan, enact zoning and subdivision regulations and address
University multiple issues. He continues to serve as the City's contract planner,which involves responding
to inquiries relating to potential development, coordinating with the contract city engineer on
development matters, assisting applicants with the procedures to obtain approval for various
development activities, preparing reports for the planning commission and city council and
providing insight and recommendations on various issues facing the community.
Dunn County, ND Comprehensive Plan, Land Development Code and
Technical Assistance
Joel led the County through an accelerated planning process to develop a comprehensive plan that
addressed a multitude of issues related to the Bakken oil boom.This was immediately followed by
the substantial revision of the County's land use regulations. He continues to provide technical
assistance and advice to the County on a variety of land management issues.
Cass County, ND Subdivision Regulations and Contract Planning Services
While working as a sole proprietor, Joel led the effort to update the Cass County Subdivision
Regulations and provided planning administration support on a contract basis. This involved
significant collaboration with other local and state government officials and contact with citizens
seeking to do any type of development within the County's jurisdiction.
K
� Horace, ND Comprehensive Plan and Land Development Code
<< Joel provided extensive planning services including developing a comprehensive plan,negotiating
with neighboring jurisdictions about development jurisdiction, preparing land development
regulations and assisting in planning administration over a two-year period.
resumes 21
Transportation t h o m a s M C M U RT RY, A I C P
Planner Thomas has completed transportation planning work for dozens of municipalities. He has more
than eight years of experience drafting corridor studies, traffic impact statements, EAs, transit
studies,master plans, EISs and other studies.All studies required extensive use of GIS and most
required an element of travel demand modeling.
Thomas has nine years of transportation planning and public engagement experience.
Transportation planning is Thomas's primary expertise, and he has significant experience
conducting public involvement meetings as well. His enthusiasm and ability to listen and
understand stakeholder concerns helps to gain support for the projects he is involved in. He is
a certified planner and holds a MBA from the University of Utah and a BA in Geography from
Bowling Green State University in Ohio.
REGISTRATION Transportation Planner
American Institute of Dickinson Comprehensive Plan — Dickinson, ND
Certified Planners Thiswas a full comprehensive plan for the city ofDickinson focusingon land useand transportation
(AICP) issues.Thomas was the lead transportation planner on this project and oversaw data collection
and building of the travel demand model,development of a future functional classification system
Geographic Information Systems with cross-sections and completion of the transportation plan.
Professional (GISP) Transportation Planner
Walmart Traffic Study — Minot, ND
EDUCATION This traffic study for N DDOT and City of Minot included more than simply adding anew Walmart
MBA—University of Supercenter; several other large residential and commercial parcels were analyzed. Thomas
Utah completed this study which included detailed intersection analysis of four existing intersections
and a future intersection as well. The study focused on impacts to the existing roadways and
BA Geography— traffic growth.Thomas used Synchro and SimTraffic, as well as HCM software to complete the
Bowling Green State intersection and signal warrant analysis.
University
Transportation Planner
City Intersection Analysis — Dickinson, ND
The study was conducted on several unsignalized intersections around town, which are
experiencing rapid traffic growth.The focus of the study was to determine if any currently met
signal warrants and when any future warrants will be met.Thomas used existing and recent traffic
counts as well as the travel demand model for short-term forecasts. Traffic analysis included
measuring level of service,stop controlled delay,capacity and intersection crashes.
Transportation Planner
Brown County Transportation Plan — Aberdeen, SD
Thomas led this rural transportation plan conducted by the South Dakota Department of
Transportation (SDDOT), which focused on creating a prioritized list of transportation
improvements that could be implemented with the county's limited funds. Recent flooding had
closed many roads and aging infrastructure exacerbated the problem. Thomas analyzed traffic
data,connectivity and function of roads, crash data and environmental issues to develop a final
project list. He then worked with local communities to obtain their buy-in.
K LJ
resumes 22
Planner and rewTH I EROLE
Andrew received his master's degree in community and regional planning from the University of
Nebraska— Lincoln,where he graduated with highest distinction. He has experience with a wide
variety of planning projects including comprehensive plans, growth policies, hazard mitigation
plans, code reviews and site suitability analyses. He previously worked for the Nebraska
Department of Economic Development, where he assisted with administration of the state's
Community Development Block Grant(CDBG) program.
Planner and GIS Analyst
Richland County Growth Policy Update — Richland County, MT
Andrew is serving as a planner and GIS analyst on Richland County's growth policy update. He is
utilizing his GIS skills and planning experience to assist with land use forecasting in the county.
EDUCATION Planner and GIS Analyst
Master of Community Dickinson Comprehensive Plan and Transportation Plan — Dickinson, ND
&Regional Planning Andrew served as a planner and GIS analyst for the city's Comprehensive Plan and Transportation
—University of Plan.The two studies were completed concurrently to ensure compatibility with issues identification
Nebraska-Lincoln and implementation.The project was critical to Dickinson's future due to the rapid and dynamic
BS Economics— growth occurring in the area. Andrew's duties included preparing text for the Comprehensive
University of Plan document, creating and/or revising maps for both documents, and participating in public
Nebraska-Lincoln meetings.
Land Use Planner
PROFESSIONAL City of Baker Code Review — Baker, MT
MEMBERSHIPS Andrew assisted KLJ's project team with reviewing and updating zoning ordinances for the City of
American Planning Baker in eastern Montana. Updating the ordinances was a priority because the community was
Association beginning to see significant impacts from energy-related growth in the region. New challenges,
such as workforce housing and outdoor storage,were not adequately addressed in the existing
ordinances.
Planner and GIS Analyst
Multi-Hazard Mitigation Plan Updates — Dawson, McCone, Richland and
Wibaux County, MT
The project includes updating four Multi-Hazard Mitigation Plans in eastern Montana. The
project was initially envisioned as a single plan for all four counties,but it was determined early in
the process that individual county plans would result in a more useful and relevant final product.
Andrew utilized GIS analysis,data collection and public outreach to determine the priority hazards
in each county. He then consulted with KLJ staff and county personnel to determine appropriate
mitigation projects and develop an implementation timeline.Andrew's duties included preparing
text and maps for all four counties, and conducting public meetings in Wibaux and Dawson
County.The plans are currently undergoing final review from the Montana Department of Disaster
and Emergency Services and FEMA Region VIII.
Planner
Town of Wibaux Growth Policy Update — Wibaux, MT
Andrew served as a planner on the Town of Wibaux's growth policy update. He collected public
input to revise text and maps prior to final approval.
- resumes 23
Fl—
Planner jdNASH
JD is an accomplished community planner and proven manager of complex, multi-disciplined
private and public sector projects who respects a community's identity and uses creativity,
innovation and technical expertise to achieve high value results. He has more than 18 years of
experience in land development and earned a BS in environmental design from the University of
Colorado.As both a consultant to several cities and as an appointed member of a local planning
commission,JD has been an integral participant in developing and implementing the documents
and strategies necessary to facilitate the public review and approval process. This public work
includes serving as a highly respected Chairman of the Planning Commission of Parker, CO
during a period when it was the fastest growing small community in the country.JD has managed
r the planning efforts and development guidelines for several large-scale planned communities,
creating several notable, sustainable projects in highly unique natural environments throughout
the southwestern and western United States.The West Farm Planned Community in Platteville,
EDUCATION CO was awarded the Grand Award 2009 for community design by the Pacific Coast Builders
BS Environmental Conference.
Design—University Vice President
of Colorado, Boulder David Jensen Associates, Inc — Denver, CO
JD provided innovations in land planning and the development of low impact and lifestyle
PROFESSIONAL communities.Work included Entitlement and Community Planning for several large-scale planned
MEMBERSHIPS communities throughout the southwestern United States including the entitlements and land
AS LA—American development plans for the West Farm Planned Community in Platteville,CO,which was awarded
Society of Landscape the Grand Award 2009 for community design by the Pacific Coast Builders Conference. Other
Architects notable projects include the Campbell Ranch Planned Community in Pampa,TX, Canyon Ranch
Planned Community in Amarillo,TX and Minden Nevada's Park Ranch Community.
Project Manager and Senior Designer
TST Inc. — Lone Tree, CO
JD worked for TST for 16 years developing practical experience expediting both public and
private land development projects from entitlements through design and construction. Projects
included both residential and commercial land developments as well as public sector utility and
recreation projects. Notable commercial projects include the Annie Road Commercial Center
(Target Stores), Silverthorne, CO; Metzler Commercial (retail commercial,Target Stores), Castle
Rock,CO;Southwest Plaza(Target Stores'Phoenix'project),Denver,CO and Buckingham Square
Mall (Target Stores), Aurora, CO. Public sector projects include the American Public Works
Association (APWA) award-winning Fossil Trace Golf Course environmental permitting,drainage
and project management,Golden,CO; City of Golden Public Works Facility,CO; Lucindy Rollins'
Trail, Guernsey,WY,APWA award-winning South Golden Road Traffic Calming, Golden, CO and
Washington Street Redevelopment,Golden,CO.
Drafting and Surveyor
Flatirons Surveying — Boulder, CO
JD's responsibilities included drafting and presentation of land survey data,working with survey
crew,construction staking and mapping control.
K L�
resumes 24
Quality bilIBUXTON , PE
Control Bill is a sanitary engineer with more than 18 years experience with innovative water and wastewater
planning and design. Bill has designed and managed water and wastewater projects in Montana,
Arizona, Oregon,Alaska, North Dakota and South Dakota. He also specializes in working with
communities to develop water and wastewater facility plans, develop capital improvement
plans (CIP), secure financing (grants and loans) for project implementation, final design and
construction management.
Project Manager
Bigfork Water and Sewer District Water Distribution System Improvements
— Bigfork, MT
Bill served as project manager for replacement of approximately i,600 lineal feet of existing six-
inch steel water main with a new eight-inch water main as well as replacing 18 services in Bigfork,
REGISTRATION MT. The older six-inch main had a history of leaks which required shutting down the main to
Professional Engineer— repair. The repairs would result in leaving downtown businesses, including restaurants, salons
MT, ND and hotels,out of water with little or no warning.The location of the water main was within two
feet of existing sanitary sewer and storm mains.
EDUCATION Project Manager
ME Civil En ineerin South 8o Subdivision Water Users Association Water System Evaluation —
g g University of Idaho Somers, MT
BS Civil Engineering— Bill served as project manager for evaluation of an existing public water system serving the South
University of Idaho 8o Subdivision in Somers, MT. The water system consisted of a public water supply well and
hydropneumatic tanks for storage. The analysis reviewed various options for creating an upper
and lower pressure zone and included alternatives for drilling a second well and provisions for
additional storage.
Project Manager
Bigfork Village Storm Water Preliminary Engineering Report — Flathead
County, MT
Bill acted as project manager for preparation of a Preliminary Engineering Report (PER)for storm
water improvements in the Bigfork Village.The project included an existing storm water facilities
evaluation and a detailed alternative analysis for proposed treatment systems for storm water
treatment prior to discharge into Flathead Lake.
Project Engineer
City of Butte Wastewater Treatment Plant Improvements — Butte, MT
Bill served as project engineer for development of a facility plan and basis of design report
that prepares the Metro Wastewater Treatment Plant (WWTP) to be converted from a standard
secondary treatment facility to the most advanced municipal nutrient removal facility in Montana.
The Metro Plant discharges to Silver Bow Creek,which empties into the Clark Fork. Development
of the Clark Fork total maximum daily load (TMDL) resulted in need for the Butte-Silver Bow
government to investigate alternatives to upgrade the Metro Plant for nutrient removal.A myriad
of alternatives were evaluated and biological nutrient removal, supplemented by chemical
assistance, was selected as the most cost-effective approach to achieve effluent nitrogen and
KLI phosphorus concentrations of less than 3 mg/L and 0.3 mg/L,respectively.
-; resumes 25
Lead bradKOON , PE
Engineer Brad has a background in management and design gained through work on a broad range of
municipal, transportation and site work projects. He functions as a civil engineer, designer,
construction contract manager and engineering supervisor and manager. Brad's experience
includes work on sanitary sewer systems, water systems, roadways, railroads and building site
design. He is experienced in working with funding agencies and MTDEQ, and has gained a
positive working relationship with the agencies. Brad provides senior project management and
construction oversight to ensure compliance with specifications and facilitate communication
r between the owner, contractor and design staff. He is also the office manager in KLJ's Helena
office and leads the Helena Municipal Group.
Project Manager/ Design Engineer
Port of Northern Montana Energy Park — Shelby, MT
REGISTRATION The project included design and construction of a 12o-acre,$2o million industrial park located in
Professional Engineer— Shelby, MT. KLJ helped the City and local port authority secure approximately$12 million in grant
MT,WY funding to develop the project. The project included design and construction of 12,000 feet of
sewer main, 14,000 feet of water main, four miles of railroad track, 15,000 feet of access roads
and 27 acres of gravel laydown area. Brad has managed the project from the beginning and his
EDUCATION team is currently finishing design and environmental clearance for the final phase of the project.
BS Civil Engineering Project Engineer
—Montana state Rocky Boy Health Enhancement Center
University, Bozeman
The project included site survey and design for construction of a 20,000 square foot health
enhancement center located at the Stone Child Community College on the Rocky Boy Indian
Reservation. KLJ completed a topographic survey of approximately io acres and developed a
base map as the basis for design. Preliminary site design was performed, identifying existing
and proposed site utilities,drainage features, parking and sidewalk features.The site design also
identified building location, orientation and finish floor elevation. Following completion of the
preliminary site design, KLJ provided construction staking of the building corners and offsets to
allow redundant reference points.Construction staking was also provided to construct drainage
features and a temporary access approach.
Project Manager
Darby Water System Rehabilitation — Darby, MT
The project included installing a goo,000-gallon pre-stressed concrete water storage tank,ii,000
feet of water main and constructing a new water supply well and a new water treatment and
disinfection building. KLJ wrote a PER in the project's early stages, prepared a funding strategy,
completed final design and administered project construction. The project included close
coordination among various design disciplines, sub-consultants, contractors, funding agencies
and regulatory agencies to ensure project completion within the funding cycle and construction
season.
Project Manager/ Project Engineer
Shelby Fire Hall Site Design
The original site for the project included one city block, located at an abandoned grade school.
LJ The $1.4 million project included renovating a portion of the school and demolishing and
<<Xreconstructing another portion to develop a 12,000-square foot fire hall. KLJ worked with the City
of Shelby to prepare a site design for the project. Preparation of site design included completing
a topographic survey, site grading, sewer service design, water service design, Americans with
Disabilities Act (ADA) accessible routes and roadway surface design. The city performed site
grading internally and KLJ worked with the city to provide construction staking.
resumes 26
Engineer ea rl ) ACKSON , PE
Carl has an extensive background in project management,design and construction administration
with emphasis in transportation and municipal utility infrastructure. He has a proven ability to
lead complicated multi-faceted projects that require comprehensive project management and
stakeholder involvement. As leader of the Billings Municipal Group, Carl's responsibilities also
include general oversight, client affairs, financial management and resource allocation. His
existing long-term clients are indicative of his commitment to client relationships.Among Carl's
strengths include dedication to quality,facilitating collaboration and attention to detail. His typical
project role entails working with clients, resource agencies and other stakeholders, design team
members and contractors with the goal of generating cost effective and innovative solutions.Carl
Al► is a registered professional engineer in Montana and Wyoming.
Quality Assurance/ Infrastructure Assessment
REGISTRATION Fallon County Growth Policy Update — Fallon County, MT
Professional Engineer— KLJ performed a comprehensive update of the Fallon County Growth Policy along with Subdivision
MT,WY, ND Regulations and CityofBaker Zoning Ordinances.The project addressed numerous planning needs
for Fallon County, City of Baker and Town of Plevna and required extensive public participation
activities. KLJ coordinated planning activities with a steering committee,interviewed community
EDUCATION stakeholders, surveyed community residents and business owners, conducted public meetings,
BS Civil Engineering— maintained a project website and developed a marketing plan to maximize public participation.
North Dakota State Project Manager
University
Rimrock Road Reconstruction (17th Street West to Forsythia Boulevard) —
BSSportand Billings, MT
Recreation
Leadership—North The project upgraded 7,700 feet of a two-lane rural street to a three-lane urban arterial with
Dakota State on-street bike lanes, Americans with Disabilities Act (ADA) compliant facilities and LED street
University lighting. The project also included designing more than 7,000 feet of utilities including water
main, sanitary sewer and storm drain. To salvage existing pavements and reduce construction
cost, water main design incorporated open cut and trenchless construction alternatives. With
PROFESSIONAL more than 150 properties situated adjacent to primarily a 6o-foot wide right-of-way corridor,
MEMBERSHIPS geometric design was an intricate task which matched existing features,accommodated driveway
ASCE—American approaches and intersections and minimized necessity for retaining walls without additional land
Society of Civil acquisition.
Engineers (MT Project Engineer
Section President) Grand Avenue 8th to 12th Streets West — Billings, MT
ACEC—American The project involved reconstruction of o.5 miles of one of Billings' busiest thoroughfares. The
Council of project included right-of-way acquisition, public involvement, street reconstruction, curb and
Engineering utter, sidewalks, storm drainage, traffic signal upgrades, lighting, landscaping and lot tie-ins.
Companies g a g ' g Pg g g' P g
Replacement of a 20-inch water main was included for the entire project length. Five additional
water and sanitary sewer rehabilitation projects were also included with the contract.
Project Engineer
Zimmerman Trail — Billings, MT
The project included design of a new two-mile urban arterial traversing through an existing 18-
K hole public golf course.The project included a shared-use path with two pedestrian underpasses,
two traffic signals, storm drain, water main, sanitary sewer and private utility coordination.The
project was awarded the APWA Rocky Mountain Chapter 2oo6 Project of the Year.
j � : ,� resumes 27
Engineer t r a V I S � ® N E S , PE
Travis previously worked as a design engineer for many of KLJ's complicated water and wastewater
projects. His background includes system planning, design, construction administration and
construction observation. In 2012, he transitioned to our Oilfield Services Group,with a primary
role of project manager and design engineer. His management capabilities and municipal
background was an ideal combination to lead design and permitting of the Keystone XL Work
• :Q Camps,which are currently underway. Travis's keen sense of detail and drive for perfection are
1 assets to every client.
Design Engineer
City of Dickinson Comprehensive Master Plan — Dickinson, ND
KLJ completed a comprehensive community master plan for the City of Dickinson,which included
planning for transportation, land use, parks/recreation, infrastructure and city services. Travis
REGISTRATION assembled a water system model using the Infowater modeling software, and was responsible
Registration—MT, ND, for modeling the existing and future system once the various growth scenarios were finalized.
SD,WY, NE A modeling report was completed and the final model database was turned over to the City to
include in its CIS database.
EDUCATION Design Engineer
BS Civil Engineering Carbon Hill Water Tank Replacement Project — Miles City, MT
—Montana State Travis acted as design engineer in final design and bidding for both project phases. He assisted
University with contract administration and performed RPR duties throughout the construction of both
phases. The project required design and construction administration of a new i.5-million
gallon water storage tank, more than 50,000 cubic yards of earthwork, and yard piping.Travis's
responsibilities included coordination with the owner, Montana Department of Transportation
and funding sources for approval of design.
Design Engineer
Darby Water System Rehabilitation, Phase I — Darby, MT
Travis assisted with survey of the project site. He completed preliminary design, lifecycle cost
analysis, final design and assembled contract plans and specifications for a new goo,000-gallon
partially buried, pre-stressed concrete water storage tank.The innovative design allowed for the
first Type III pre-stressed tank to be constructed in Montana, while providing the owner with
significant savings. Site grading was challenging due to the limited size of the property and the
town's only existing storage tank remaining on the same site.
Design Engineer
Pinesdale Water System Improvement Project — Pinesdale, MT
Travis assisted with survey of the project site,completed preliminary and final design,assembled
contract plans and specifications,and provided construction grant administration for the project.
He completed a lifecycle cost analysis for Phase I and coordinated with multiple funding agencies
to meet various contract requirements. Phase I of the project included a new 500,000-gallon
water storage tank, and Phase II consisted of approximately 13,000 feet of new water main and
pressure reducing valves throughout the system.
Design Engineer
<<�K
L Zone 2 Water Storage Tank Re-Coating Project — Colstrip, MT
Travis assembled construction plans and specifications for final design of the project.The project
included inspection and evaluation of the existing tank, addition of tank appurtenances to meet
American Water Works Association standards, and preparation and re-coating of an existing two-
million gallon water storage tank.
resumes 28
Site Design j a s o n C R AW F O R D , PE
Engineer Jason's background includes transportation,storm water and water design,site development and
construction management. He owned an engineering and construction business which allowed
him to manage projects,schedules,employees and budgets.He is familiarwith MTDEQ,Montana
Department of Transportation (MDT) and Department of Natural Resources and Conservation
(DNRC) permitting processes. Jason is known for his strong work ethic, attention to detail and
in-depth knowledge which he applies to each project.
C
Design Engineer
Lookout Lot No. 3 Wastewater Treatment Design — Anaconda, MT
Jason's responsibilities included design of a pressure-dosed drainfield, septic tank and dosing
tank for a seven-bedroom home.The wastewater treatment facility was designed in accordance
with MTDEQ and Granite County requirements. Jason sized the drainfield, septic tank, dosing
REG ISTRATION tank,dosing pump and pipes and maintained correspondence with the owner,contractor,Granite
Professional Engineer County Sanitarian and MTDEQ.
- MT Design Engineer
Shelby Storm Water Improvements — Shelby, MT
EDUCATION Jason designed and prepared plans and specifications for the storm water improvement project,
BS Civil Engineering which included wetland delineation,ditch excavation and cleaning,two median inlet installations,
—Montana State storm drain pipe installation, riprap placement and cleaning 2,120 linear feet of existing sanitary
University sewer pipe to be used as new storm sewer pipe.Jason's responsibilities also included coordination
with the Montana Department of Transportation and BNSF to allow work to be completed within
the right-of-way and construction administration. Jason was also responsible for construction
administration and observation,as well as coordination with the owner and contractor.
Design Engineer
Shelby Sanitary Sewer Outfall Project — Helena, MT
Jason's responsibilities included design of 8,000 linear feet of sanitary sewer pipe replacement,
including preparing construction and bidding documents. The project included boring and
jacking 500 linear feet of36-inch steel casing beneath a BNSF railroad line and Montana Highway
2. The project included replacing numerous manholes and installing many new ones.The new
24-inch sanitary sewer pipe replaced old deteriorating vitrified clay pipe that allowed excess inflow
and infiltration (1/1).The excess 1/1 was causing the treatment system to operate outside current
MTDEQ requirements. In addition, the project included the relining several thousand feet of old
deteriorating clay pipe.The relining was completed using Cure in Place Pipe (CIPP) techniques
using a remote operated device to reestablish service connections.The sewer design required
MTDEQ approval and MDT and BNSF right-of-way encroachment permits. Jason was also
responsible for construction administration and observation, and coordination with the owner
and contractor.
Design Engineer
Rocky Boy Health Enhancement Center — Stonechild College, MT
Jason's responsibilities included site design and grading plan of a 3.5-acre parking lot for the
Stonechild College Gymnasium, including Americans with Disabilities Act (ADA) accessible
KLI sidewalks and parking facilities,curb and gutter design providing positive drainage away from the
building,and correspondence with the Rocky Boy Reservation and contractor.Jason also provided
construction administration and construction observation.
resumes 29
Lead jamesSLAYTON , PE
Construction James is a key component of KLJ's team with a background in construction oversight,design and
Administration survey of transportation,municipal systems and right-of-way acquisition.He has acted as RPR on
several projects and has a thorough understanding of construction practices and procedures. He
_ is an experienced engineer and inspector and is willing to travel to a job site for the duration of
construction. James assisted in survey and preparation of site design for an energy park project
_ that included horizontal and vertical railroad alignment, storm water drainage plan, mainline
tie-in points and utilities relocation coordination. He also assisted in design work for two road
construction projects that included storm drain, sewer, utilities and drainage plans including
culvert sizing and placement.
Design Engineer/Construction Engineer
Shelby Energy Park Railroad Spur Line — Shelby, MT
REGISTRATiON James completed site design including survey, horizontal and vertical railroad alignment, storm
Professional Engineer water drainage plan, mainline tie-in points and utilities relocation coordination. He completed a
—MT hydraulic analysis for drainage areas of each culvert.The project included close coordination with
the City of Shelby and BNSF Railroad. James provided construction oversight of Phase I of the
project during summer 2008 and provided construction administration for Phase II of the project
EDUCATION in fall 2011.
BS Civil Engineering Project E n g i nee r
— Montana State
University, Bozeman Base Camp Site Design — Helena, MT
The project entailed design and survey to develop angle parking and store frontage for the new
Base Camp sporting goods store at the old Gas Light Theater.The project included site layout,site
grading,ADA accessible ramps and parking, curb and gutter, asphalt, sidewalk, utility relocation
and construction inspection.AutoCAD Civil 3D and AutoTURN software were utilized to develop
the site and maximize the available parking and loading zone space.
Construction Engineer
Rocky Boy's North Central Montana Regional Water Project,
North Havre Phase — Havre, MT
James' responsibilities include construction oversight, construction administration, providing
coordination between the pipeline contractor and the pumping station contractor,and interaction
with landowners to obtain easements. The project includes construction of approximately 20
miles of pipeline ranging in size from six to eight inches, boring under the BNSF railroad, boring
under the Milk River and construction of a pumping station.
Construction Engineer
Rocky Boy's North Central Montana Regional Water Project, Tiber Service
Area — Chester, MT
James' responsibilities include construction oversight and construction administration. The
project includes construction of approximately 43 miles of pipeline ranging in size from four to
ten inches,boring under the Marias River.
Construction Engineer
Sunburst Water and Sewer Extension — Sunburst, MT
KLI
James provided construction oversight for construction of approximately 3,000 feet of water
main, 2,500 feet of sewer force main and 1,500 feet of gravity sewer main. The project required
close coordination with all sub-consultants.
resumes 30
Lead michaeIRIES , PLS
Surveyor Michael has been in the surveying profession for more than 20 years. He was part owner of
a survey company for 15 years before joining KLJ in 2008. He has an in-depth knowledge of
land surveying, has planned many minor and major subdivisions, family transfers, court order
surveys,deeds, easement documents and has drafted certificate of surveys. He has worked with
many government agencies, title companies, lawyers, lending institutions, realtors and private
landowners.
Surveyor
Port of Northern Montana Energy Park — Shelby, MT
---M, KLJ recently completed the topographic and construction surveying services for design and
construction of the 12o-acre industrial park in Shelby, MT.The estimated $8.5 million project is
planned to accommodate an 8.8 million gallon fuel depot,1,200 gallon per day mini refinery,and
REGISTRATION five million gallon per year biodiesel plant. The topographic survey was completed using both
Professional Land Total Station and GPS methods;the survey was used to prepare a preliminary master plan and
Surveyor— MT final design for a railroad component ofthe project. Phase I of the project has been constructed,
and construction staking was provided including slope staking of railroad grade,staking of fence
line,drainage structures and borrow areas.
EDUCATION
International Air Surveyor
Academy— Darby Water System Rehabilitation — Darby, MT
Vancouver,WA The project included installation of a goo,00o gallon water storage tank,installing 12,000 feet of
Certified Federal water main,constructing a new water supply well,and construction of a new water treatment and
Surveyors Program disinfection building.GPS and total station methods were used to complete a topographic survey
along the water mains. Services also included preliminary boundary research and title company
coordination for access and utility easements.
Surveyor
Rocky Boy Health Enhancement Center — Shelby, MT
The project involved utilizing GPS methods to complete a topographic survey of the eight-acre
site for use in design and construction of a 20,000 square foot health enhancement center
located at Stone Child Community College on Rocky Boy Indian Reservation.Construction staking
of building corners was provided along with offsets to allow for redundant reference points.
Construction staking was also provided for site approaches and drainage features.
Surveyor
North Central Montana Regional Water Authority, Main Waterline
Project Covering More Than 450 Miles — North Central Montana
The multi-million project includes construction of a water main from Tiber Reservoir to a main
water treatment plant that will service many communities throughout north central Montana.
First, we set primary control throughout the area covering more than 300 miles.Work included
helping with preliminary and final water line route to each community.This includes right-of-way
easement exhibits,boundary surveying ofeach parcel of land needing easement through,working
with landowners on best route through their property, state and federal lands permits,working
with utility companies on best route to cross existing easements, construction staking of route,
LI topographical survey and an as-build survey after construction of each phase.The project has an
7Kestimated completion time of io years or more.
resumes 31
Surveyor wayneCROW, PE , PLS
Wayne has extensive management and supervisory experience for project construction in
the field. Working with architects, contractors, developers and homeowners, he successfully
completes commercial, industrial and residential projects. Wayne has designed and created
technical documentation for roadways,water and sanitary sewer systems, storm drain systems,
irrigation systems,grading plans and storm water prevention plans. He has extensive experience
in boundary,topographic,aerial,ALTA and construction surveys. Using AutoCAD Civil 3D,Wayne
- has produced construction documents/specifications and has worked with city,county and state
agencies to gain project approval.
Project Manager
Montana Dakota Utilities Co. Site Plan and Design — Williston, ND
Wayne served as project engineer while collaborating with Hulsing and Associates Architects.The
REGISTRATION project involved site planning on a three-acre site and design of a 48,000-SF facility for Montana
Professional Engineer Dakota Utilities Co, in Williston, ND.
—UT, ID Project Manager
Professional Land Watford City Travel Center — Mcl(enzie County, ND
Surveyor—UT, ID
Wayne served as project manager for a 12-acre commercial development including a Cenex gas
station/convenience store and an OKTire shop.
EDUCATION Project Manager
BSCivil Engineering— 8th Avenue West Storm Drain Upgrades — Williston, ND
Utah State University
Wayne's management of the 8th Avenue West Storm Water Extension project demonstrated
his ability to provide the City of Williston effective coordination and oversight for municipal
improvement projects.The storm drain extension included approximately 1,000 lineal feet of 24-
inch reinforced concrete pipe (RCP) from 6th Avenue west to 8th Avenue,following 8th Avenue
north to end Street. KLJ's services include preliminary, design and construction engineering
services.
Project Manager
8th Avenue West Street Improvements — Williston, ND
Wayne is leading the 8th Avenue West Street Improvement project in conjunction with storm
water improvements. He is managing design and bidding to provide new pavement, curb and
gutter and other improvements for approximately 220 feet of 8th Avenue West.
Principal
Wayne L. Crow and Associates, Inc. — Providence, UT
Wayne was the principal and owner of Wayne L. Crow and Associates, Inc. The firm's clients
included architects, developers and homeowners. Work typically involved completion of
commercial, industrial and residential projects. Wayne utilized his engineering expertise and
leadership experience to meet client needs while retaining time frame and budgetary constraints.
L<<S,�K
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