HomeMy WebLinkAboutFiscal Years 2010-2014 Capital Improvements Program, City of Bozeman
City of Bozeman, Montana
Capital Improvements
Program
Fiscal Years 2010-2014
City of Bozeman Fire Station #3 & County 911 Center— Joint Facility, 2009
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City of Bozeman, Montana
Capital Improvements Program
For Fiscal Years 2010-2014
Approved During Public Hearings held
January—February 2009
City Commission
Kaaren Jacobson, Mayor
Jeff Krauss, Deputy Mayor
Sean Becker, Commissioner
Eric Bryson, Commissioner
Jeff Rupp, Commissioner
Chris Kukulski, City Manager
Anna Rosenberry, Finance Director
Stacy Ulmen, City Clerk
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Table of Contents
INTRODUCTION PAGE
City Mission, Vision & Goals 5
2008-2009 Adopted Work Plan 6
Why Adopt a Capital Improvement Plan? 8
CIP Process 8
SUMMARIES
Financial Summary—ALL FUNDS 12
FUND PLANS—Summaries and Project Descriptions
General Fund 13
Street Maintenance 121
Building Inspection 136
Tree Maintenance (Forestry) 141
Fire Equipment & Capital Replacement Fund 148
Water 153
Wastewater 173
Solid Waste—Collection 192
Solid Waste—Recycling 208
Vehicle Maintenance 214
Street Impact Fee 218
Fire Impact Fee 235
Water Impact Fee 242
Wastewater Impact Fee 251
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CITY OF BOZEMAN
Vision, Mission, and Goals
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Vision: Bozeman, Montana:
The most livable place.
Mission: To enhance the quality of life through excellence in public service.
Goals:
1. Encourage and promote opportunities for citizenship.
2. Provide and communicate quality customer service.
3. Build a strong team of staff, elected officials and citizens.
4. Anticipate future service demands and resource
deficiencies and be proactive in addressing them.
5. Develop a visually appealing and culturally rich
community.
6. Commit to a strong financial position.
7. Provide excellent and equitable public services which are
responsive to the community within available resources.
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CITY OF BOZEMAN
2008-2009 Adopted Work Plan—Ongoing Priorities
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1. Reconstruct College Street from 11th west to Main Street
2. Reconstruct Kagy Boulevard from Wilson west to 19th
3. Complete the first phase of the Story Mansion’s interior restoration
4. Adopt updated 20/20 Plan
5. Break ground on Phase I of the Water Reclamation Plant (Wastewater Treatment Plant)
expansion ($43 – $54 million)
6. Complete City Hall relocation on time and within budget and finalize sale of the current site
7. Adopt updated Transportation Plan in summer 2009
8. Complete testing and select the engineering team to design the new Water Treatment
Plant
9. Select design team for Mystic Dam
10. Watershed management – improve safety and access to Hyalite Canyon to include guard
rails and public restrooms
11. Coordinate planning and infrastructure needs with City, County, School District and MSU.
12. Improve our town-gown relationship by encouraging interaction between appropriate city
and university personnel to prevent neighborhood conflicts between students and home-
owners.
13. Adopt a Climate Action Plan consistent with the principles outlined in the Mayor’s Climate
Protection Agreement. Implement the recommendations reaching 20% of the carbon re-
duction goal by December 2009.
14. Improve Bozeman as a bike friendly environment, stripe all possible bike lanes and in-
crease street sweeping.
15. Explore sources of funding for Park Maintenance and operation.
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CITY OF BOZEMAN
2008-2009 Adopted Work Plan—New Initiatives
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1. Build a new police and municipal court facility: Select and purchase a site; Select architect
and complete design; Educate the community on the need for bond approval; Award bids for
the construction.
2. 2009 legislative session - expand the ability for local elected officials and citizens to make
decisions regarding:
• Tax reform - lead the discussion on meaningful tax reforms resulting in lower
property taxes (local option tourist tax; or general sales tax; or local option ac-
commodations tax)
• Increasing the ½ inflation adjustment to be equal to inflation
3. Amend Gaming Ordinance
4. Adopt, implement and coordinate with the USFS, a Forestry Management Plan for the City’s
sections of land consistent with the Gallatin NFS Watershed Management Plan protecting the
health of Bozeman’s watershed
5. Develop a long term plan for the Streamline bus system
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Why Adopt a Capital Improvements Program (CIP)?
One of the primary responsibilities of local government is to properly preserve,
maintain, and improve a community’s stock of buildings, roads, parks, water and sewer
lines, and equipment. Planning for these capital improvements is a matter of prudent fi-
nancial management, as well as sound development practice. In a rapidly growing com-
munity, such as ours, the need for expanded public facilities and services is at its peak. A
carefully developed CIP can plan for these expansions and communicate our intent to citi-
zens and the development community.
City’s CIP Process—Calendar
September: Departments make requests for new CIP items.
Staff reviews existing CIP projects and makes note of any changes.
October: City Manager and staff meet to review new and existing projects;
modify any timing, cost or revenue estimates.
Impact Fee Advisory Committee receives and reviews proposed
Impact Fee CIP schedules and forwards comments to City Com
mission.
December: City Manager presents Draft CIP to City Commission prior to
December 15th.
January: City Commission holds public hearings, takes public comment
and adopts CIP Plan for ensuing fiscal year.
May: Adopted CIP is integrated into City Manager’s Recommended
Budget for ensuing fiscal year.
August: Commission, via adopting a final budget, appropriates dollars for
CIP projects for the fiscal year.
The Charter’s CIP Requirements
In Section 5.06 of the recently adopted City Charter, the City Manager is responsi-
ble for preparing and submitting a multi-year capital program to the City Commission no
later than December 15 for the ensuing fiscal year. The plan must be revised and ex-
tended each year with regard to projects not yet completed. This plan is required to in-
clude:
1. A clear general summary of contents;
2. Identification of the long-term goals of the community;
3. A list of all capital improvements and other capital expenditures which are pro-
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posed to be undertaken during the fiscal years next ensuing, with appropriate supporting
information as to the necessity for each;
4. Cost estimates and recommended time schedules for each improvement or other
capital expenditure;
5. Method of financing upon which each capital expenditure is to be reliant;
6. The estimated annual cost of operating and maintaining the facilities to be con-
structed or acquired;
7. A commentary on how the plan addresses the sustainability of the community or
region of which it is a part; and
8. Methods to measure outcomes and performance of the capital plan related to
the long-term goals of the community.
Definition of Capital Improvement:
The CIP Plan covers any expenditure $10,000 or greater, that results in the acquisition
of an asset with a useful life of 1 year or more.
Current Facilities and their Condition:
The City has recently completed a number of long-range (20 year) facility plans:
• Water Treatment & Distribution Facilities,
• Wastewater Collection & Treatment Facilities, and
• Fire Station, Equipment & Staffing.
• Police Station & Staffing
Over the course of the next year, the Transportation Plan is expected to be completed.
These studies examine the condition and placement of existing facilities, area growth pro-
jections and pattern, regulatory changes, and possible funding mechanisms. The plans
analyze various alternatives and make recommendations for implementation.
Policies for the Physical Development of our Community
The City’s Unified Development Ordinance (UDO) is a combination of both Subdivision and
Zoning regulations for development within the City. The Ordinance is subject to amend-
ment by the Commission, after public notices and hearings are held. The UDO applies to
both private and city-owned projects, and is available online at http://www.bozeman.net/
planning/unified_development_ordinance.aspx.
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The Communities Ability to Pay for Planned Improvements
In a community with relatively high cost of living, the ability of citizens to afford the
needed utility rate, fee, and assessment levels is of concern. At the same time, the City
strives to keep existing facilities properly maintained — and not pass deferred maintenance
costs and problems on to future generations.
The City has recently adopted on Utility Rate Studies for Water, and Wastewater ser-
vices. These studies give us an indication of how and when utility rates must be increased
to pay for the needed water and wastewater system improvements.
In conjunction with the Utility Rate Studies, we are also undergoing/have completed
review of our existing Water, Wastewater, Street and Fire Impact Fee levels. This review
is required by state law and has not been done since the City implemented impact fees in
1995. This review will indicate what changes, if any, in the fee levels are necessary to
fund future system capacity expansion. The Water, Wastewater and Street studies are
complete, while the Fire study is still underway.
For General Fund (Administration, Parks, Recreation, Library, Police and Fire) facilities
and Street construction, the City does not have the ability to easily increase tax levels for
funding. Any tax levy increase must be approved by the City’s voters, and maximum debt
levels are established by state law.
In November 2007, the city of Bozeman voters approved a 4 mill perpetual levy to es-
tablish a Fire Equipment and Capital Replacement fund. This fund has been added to the
CIP plan, and will address our need to plan for and replace fire engines, our ladder truck,
and other capital improvements to fire stations. At the same time, the voters also ap-
proved a perpetual levy for staffing and equipping additional police officers. In that levy,
$74,560 in vehicle replacements per year were approved; it is intended to purchase one
patrol vehicle and one detective vehicle, although as needs change, a different mix vehicle
mix may be warranted.
It is anticipated that levy increases for the police station, as well as an aquatics center,
will be proposed in the future, with their adoption critical to our plans to expand our facili-
ties.
The City does have a couple outside sources of funding available for street construction;
State Urban Funds and Special Improvement District Assessments. State Urban Funds are
available for use on Urban Routes within the City. Special Improvement District Assess-
ments can be levied on property owners within an area whose property directly benefits
from the improvements being built.
Level of Service (LOS) Standards
Most of the City’s long range plans establish level of service standards. These standards
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are critical to planning for the needs of future residents of the city. In some cases, such as
water quality or wastewater discharge, these standards are often established or guided by
outside regulating bodies. The CIP does not frequently reference specific LOS, but the un-
derlying facility and staffing plans will contain detailed discussions of levels of service, and
how the city should address increasing or decreasing levels of service through infrastruc-
ture and staffing recommendations.
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