HomeMy WebLinkAboutA3. Resolution 4587, Amending Fee Schedule
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission FROM: Wendy Thomas, Director of Community Development
SUBJECT: Planning Fee Schedule Public Hearing and Resolution of
Adoption MEETING DATE: April 6, 2015
AGENDA ITEM TYPE: Action
RECOMMENDATION: After conducting the public hearing, adopt Resolution 4587
amending the fee schedule for the review of zoning, subdivision, annexation, growth policy
proposals and other planning related review processes. MOTION: Having reviewed and considered the fee study, public comment, and all information
presented, I hereby move to approve Resolution 4587 adopting a new Planning Fee Schedule,
with an effective date of April 27, 2015.
EXECUTIVE SUMMARY: The review of the planning fees was undertaken in order to update a fee schedule that had not been assessed, or changed, for seven years. The goals is to improve
cost recovery as part of a continuing commitment to the citizens of Bozeman to uphold a
fiduciary responsibility, to simplify the planning process for all customers, and to continue to
offer a level of service that meets community expectations. The study to determine the fees was presented to the City Commission on February 2 and March
2, 2015. The Commission directed staff to amend the proposed fee schedule to keep the fees
associated with appeals at the current rate, to remove the cost of non-planning staff from the fees
attributable to the Development Review Committee (DRC), and to propose a tiered rate for site plan review. Recalculating staff costs resulted in an approximate 2% reduction in the bases fees charged for applications that are reviewed by the DRC. The site plan review fee is amended to
have a rate that varies based on square footage and/or the number of stories within a building.
The goals for the fee analysis study is to simplify, consolidate and establish City costs to process all types of development applications reviewed by the Planning Division of Community
Development. The rate for the site plan creates a site plan review fee which is a bit more
complicated, but meets the direction from the City Commission to have a graduated fee that
addresses large buildings or buildings with repetitive floor plates. The revised fee schedule has a
rate of $530 per square foot up to 30,000 square feet and then a reduced rate based on additional square footage. The reduced rate has two tiers, one based on square footage and a second rate
that would be applicable to buildings with four or more stories. The Commission directed staff
to make this change to address buildings where adding another floor would not quantifiably
increase the complexity of the review. The 30,000 square foot break is the mid-point between
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the projects that require Design Review Board review (20,000 SF) and the Unified Development
Code provisions which address large single user “big box” thresholds (40,000).
Simplification of the fee schedule required the consolidation of fees as they are currently
outlined on the existing fee schedule. In some cases where multiple consecutive applications
comprise the full development process (e.g., Annexation and Initial Zoning), the fees have been
brought together into one fee. Every base fee in the proposed fee schedule includes a 5%
Technology Fee. This is a new fee and does not contribute to cost recovery for planning review
activities. The fee is requested in order to provide funds for consistent investment in necessary
technology improvements that offer mutual benefits to the development community and the City.
Public comment during the initial presentation of the fee schedule on February 2, 2015
demonstrated the importance customers of Community Development place of efficiency and data
to demonstrate how changes in fees, technology and/or process changes directly correlate to improved efficiency. Adoption of cost-based fees, should ensure staff efficiency is accurately
measured and reported. The data-driven approach also offers a new ability to gauge, monitor,
and improve efficiency because time and cost data are being consistently collected and analyzed.
Data on project review times can be analyzed for management purposes, at any time, to provide
information and oversight regarding staff efficiency. In addition, upgrades to SunGard will provide an effective mechanism for oversight and efficiency improvement. The Department
will look at the data qualitatively as well. Reanalyzing the data in three to five years will allow
the Department to seek data based answers to whether an increase or decrease in estimated cost
is needed.
ALTERNATIVES:
1) Direct staff to amend the draft fee schedule; or 2) As determined by the Commission.
FISCAL EFFECTS: The recommended fee schedule is anticipated to result in greater cost
recovery for planning applications submitted to Community Development. Greater cost recovery
will result in savings to the General Fund by reducing the operating subsidy given each year. Revenue results will vary based on application volume.
Attachments:
Draft Fee Schedule Presented on March 2, 2015
Draft Fee Schedule as Proposed for Adoption Resolution 4587
Report compiled on: March 26, 2015
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Page 1 of 3
RESOLUTION NO. 4587
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, AMENDING THE FEE SCHEDULE FOR THE REVIEW OF ZONING, SUBDIVISION, ANNEXATION, GROWTH POLICY PROPOSALS AND OTHER PLANNING RELATED REVIEW PROCESSES, AS ALLOWED
BY SECTIONS 7-1-101, 76-3-201(4) AND 76-3-602, MONTANA CODE
ANNOTATED (MCA) AND SECTION 38.34.140, BOZEMAN UNIFIED
DEVELOPMENT CODE.
WHEREAS, the City of Bozeman collects fees to cover the administrative costs
of processing and reviewing zoning, subdivision, annexation, growth policy proposals
and other planning related review processes; and
WHEREAS, said fee schedule must be updated from time to time to reflect
changes in City procedures, increases in costs to the City and legislative changes at the
State level; and
WHEREAS, Section 76-3-201(4), MCA authorizes local governments to collect
fees, not to exceed $200, to examine subdivision exemptions and Section 76-3-602, MCA
authorizes local governments to establish reasonable fees, to be paid by the subdivider, to
defray the expense of reviewing subdivision plats; and
WHEREAS, the City of Bozeman is authorized to collect fees for the review of
annexation, zoning and growth policy proposals, based on the provisions of Section 7-1-
101, MCA, because state statute does not prohibit the collection of fees for annexation,
zoning and growth policy proposal review; and
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Resolution 4587, Amending the Fee Schedule for Planning Review Processes
Page 2 of 3
WHEREAS, the City of Bozeman has conducted a review of its fees for
annexation, zoning and growth policy proposal review and concluded that revisions are
necessary; and
WHEREAS, the City of Bozeman is authorized to collect fees for the review of
annexation, zoning, growth policy proposals and long range planning, based on the
provisions of Section 7-1-101, MCA, because state statute does not prohibit the collection
of fees for annexation, zoning and growth policy proposal review; and
WHEREAS, Section 38.34.140 of the Bozeman Unified Development Code
states that: “The city commission shall establish a schedule of fees, charges and expenses
and a collection procedure for reviews, permits, appeals and other matters pertaining to
this chapter. The schedule of fees for the procedures listed below shall be set from time to
time by the city commission by resolution. The fees shall be available in the office of the
planning director and may be altered or amended only by the city commission.”
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City
of Bozeman, Montana:
Section 1
The fee schedule for the fees, charges and expenses review of zoning,
subdivision, annexation and growth policy proposals, building permit review for zoning
compliance, and all other reviews associated with the review of applications, agreements
and other reviews as specified in the Unified Development Code shall be as follows:
See Exhibit A
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Resolution 4587, Amending the Fee Schedule for Planning Review Processes
Page 3 of 3
Section 2
This fee schedule shall be in full force and effect on April ______, 2015.
Section 3
All base fees, scaled fees and technology fees specified within the fee schedule shall be
adjusted for inflation based on the United States Department of Labor annually on January
1st of each year.
Effective Date PASSED AND APPROVED by the City Commission of the City of Bozeman,
Montana, at a regular session thereof held on the 6th day of April, 2015.
JEFFREY K. KRAUSS Mayor
ATTEST:
____________________________________
STACY ULMEN, CMC City Clerk
APPROVED AS TO FORM:
___________________________
GREG SULLIVAN City Attorney
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Open Window Consulting | Fee Schedule for Planning Review Applications 1
Fee Schedule for Planning Review Applications
Effective tbd, 2015
Project application fee must include all relevant fees from the fee schedule. Please contact the Planning Division staff if
you need assistance with fee estimation. The Department of Community Development will make the final, binding
calculation of applicable fees for each application. Applicants will be responsible for any additional noticing costs required
under Bozeman municipal code.
Application Type Base Fee Scaled fee
by project size
Pre-Application Consultation - If these charges are incurred, the fees must be paid prior to final project approval.
1 Pre-application Consultation with City Planners $40 per hour after initial 2 hours
Site Development
2 Master Site Plan $1,745
3 Site Plan $2,050
$110 per DU;
Non Residential Space
0-30,000 SF - $530 per 1,000
ft2
Additional ft2- $250 per 1,000
ft2
Buildings with four or more
stories- $100 per 1,000 ft2
after initial 30,000 ft2 -
Subdivision Development
4 Subdivision Pre-Application (Step 1) $ 375 minor/ $820 major $40 per lot
5 Subdivision Preliminary Plat (Step 2)
$1,745 minor/ $2,775 major;
PLUS noticing fee of $6.50 per
physically contiguous property
owner
$70 per lot
6 Subdivision Final Plat (Step 3) $1,545 minor/ $2,575 major $70 per lot
7 Subdivision Exemption $200
8 Condominium Review
(Independent of site development process) $160
Planned Unit Development
9 PUD Concept Plan (Step 1) $1,340
10 PUD Preliminary Plan (Step 2) $1,540 $90 per DU; $280 per 1,000
ft2 of non-residential space
11 PUD Final Plan (Step 3) $1,340 $90 per DU; $280 per 1,000
ft2 of non-residential space
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Open Window Consulting | Fee Schedule for Planning Review Applications 2
Application Type Base Fee Scaled fee
by project size
Annexation
12 Annexation
(Including Initial Zone Map Amendment) $1,505
Appeals
13 Appeal of Administrative Interpretation $700
14 Appeal of Administrative Project Decision
Original application fee plus
$200 for public noticing via
newspaper
Zoning Reviews & Design Reviews
15 Commercial Reuse $120
16 Commercial/Non-Residential COA
(Independent of a Site Plan or Reuse application) $325
17 Historic Neighborhood (NCOD) Design Review / Residential
COA $80
18 Informal Review $265 per Board 19 Zoning Deviation $210 each
20 Zoning Variance or Subdivision Variance $1,730
21 Conditional Use Permit (CUP) $1,435 22 Special Temporary Use Permit $160 per week 23 Comprehensive Sign Plan Review $215
24 Zoning Verification $90 25 Regulated Activities in Wetlands no fee
Regulatory Changes
26 Zoning Map Amendment
(non-Annexation) $1,745 $55 per acre
27 UDC Text Amendment $1,585
28 Growth Policy Amendment $2,775 $30 per acre If Growth Policy
Map is amended
Penalty / Special Consideration Fees - If these charges are incurred, the fees must be paid prior to final project approval.
29 After the Fact Permit $290 in addition to all other
applicable fees
30 3rd and Subsequent Submission of Revised Materials 1/4 of total original application
fee
31 Modification / Amendment to Approved Plan $265 32 3rd or Subsequent Occupancy Site Inspection $115
33 Extension to Approved Plan $325 if City Commission approval
is needed; $95 all others
34 Initial Improvements Agreement (IA)
$460 OR
1 percent of face value,
whichever is greater
35 Reduction in Security
(other than final) $230
36 Impact Fee Deferral $60 Abbreviations: UDC = Unified Development Code; DU = Dwelling Unit; COA = Certificate of Appropriateness; NCOD = Neighborhood
Conservation Overlay District; ECOD = Entryway Corridor Overlay District
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Open Window Consulting | Fee Schedule for Planning Review Applications 3
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Open Window Consulting | Fee Schedule for Planning Review Applications 4
Planning Review Fees for Building & Sign Permits
These fees will be assessed and collected by the Building Dept. as part of the permitting process. No planning
application is needed.
Permit Type Planning Review Fee
Sign Permit Review $125 if in Overlay District;
$25 all others
Residential Building Permit
Review $50
Commercial/Industrial
Building Permit Review $105
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