vision2020 The 2013 Year in Review making Morrison-Maierle an extraordinary place to work Since 1945 OURCO MPANY Contact Information: Montana: 315 N 25th St, Ste 102; Billings, MT 59101 406.656.6000 2880 Technology Blvd W; Bozeman, MT 59718 406.587.0721 1321 8th Ave N, Ste 104; Great Falls, MT 59401 406.454.1513 1 Engineering Place; Helena, MT 59602 406.442.3050 125 Schoolhouse Loop; Kalispell, MT 59901 406.752.2216 3011 Palmer St; Missoula, MT 59808 406.542.8880 Web: In 2020, Morrison-Maierle is an extraordinary place to work and the preeminent engineering firm in the West. Our Core Values guide our growth and our Core Purpose leads to opportunity for all of us. Our culture of collaboration and commitment to integrity and excellence inspires a deep spirit of dedication from our employee-owners. Arizona: 1275 W Washington St, Ste 108; Tempe, AZ 85281 602.273.2900 Washington: PO Box 30097; Spokane, WA 99223 509.991.8684 Wyoming: 2200 Foothills Blvd, Ste A; Gillette, WY 82716 307.685.3780 Table of Contents 2-3 4-5 6-7 8-9 | Culture | Leadership | Collaboration | Opportunity 10-11 12-13 14 15 | Community | Excellence | Corporate Leadership Team | Officers and Directors e-mail: info@m-m.net web: m-m.net twitter: @morrisonmaierle facebook.com/Morrison-Maierle linkedin: Morrison-Maierle The 2013 Year in Review 01 culture We are committed to living and preserving our Core Values This Annual Report highlights the six tenets of our Vision 2020 plan and the work that has already been accomplished this last year that sets the foundation as we move forward. These tenets are Culture, Leadership, Collaboration, Opportunity, Community, and Excellence. Photo Courtesy of Dave Stagliano, Helena; Senior Environmental Scientist, Natural Resources Morrison-Maierle is a great place to build a career Dear Stockholders and Employee-Owners, L ast year, 2013, was a very exciting and gratifying year for Morrison-Maierle. We all worked together to chart our course for the future and establish what type of company we will be in 2020. In short, our goals are to make this an extraordinary place to work, and for Morrison-Maierle to be the preeminent engineering firm in the West! So, how do we get there? Well, the roadmap is in place, and the journey has begun. I would like to take this opportunity to focus on Culture in my message to each of you, since this tenet is more difficult to demonstrate in an annual report than the other five tenets. Culture is very difficult to define. In fact, we will have a work group in place in 2014 to determine what Morrison-Maierle’s culture really means. Culture probably means something a bit different to each one of us based on our own life experiences. Therefore, I’m going to touch on what our culture at Morrison-Maierle means to me. A “standard” definition of culture for a company might include something like this: The system of shared beliefs, values, customs, and behaviors that the members of a company use to work with their world and with one another, and that are transmitted from generation to generation. To me, this definition actually rings pretty close for Morrison-Maierle. Our culture begins and ends with each of you and your commitment to living and preserving our Core Values of Integrity, Respect, Commitment, and Excellence. That culture was started by my grandfather, John Morrison, Sr. and Joe Maierle, who both epitomized these Core Values. John and Joe worked very hard to hire individuals who upheld their core values and wanted to help communities “get out of the mud.” The company has flourished over the years because of these Core Values and this guiding priniciple of helping communities. So when I think of Morrison-Maierle’s culture, I quickly begin to reminisce about my grandfather. He was once described to me as a “true gentleman” by a close friend of his. But when I heard this same description of him from numerous other people, I began to truly understand what a special person he was. Similarly, as I got to know Joe over the years, it also became apparent why they made such a good pair—they were both special people who shared a common purpose. They were both blessed with unique technical skills, and they both wanted to use those skills to help the society around them. But more importantly, they were “true gentlemen” who loved their families, truly cared about all their employees and their families, always respected people no matter their position in life, and gave back to their communities as much as they possibly could. Their integrity was never questioned, as a handshake and a commitment was better than any written contract. Both John’s and Joe’s legacy lives on today through each of you. They put our culture and Core Values in place with the first generations of Morrison-Maierle employees. Today, each and every one of you demonstrates that this culture is living and breathing within Morrison-Maierle as it continues to be passed down to subsequent generations. I am so proud to be associated with you and what this company stands for and the work you produce. Thank you so very much for your dedication to this great company and your resolve to never lose our culture. Sincerely, The 2013 Year in Review 03 leadership Leadership sets the tone for how we do business Jim Maierle A fter 43 years of service to a company that his father started, Jim Maierle has decided to retire as Chairman of the Board of Directors. We wish him nothing but the best as he transitions from life in the office to life spent traveling with his wife, Lynne, enjoying time with his children and grandchildren, and more time on the golf course and on his motorcycle. A mentor to many—including Bob Morrison, president of the company—Jim began his career as Financial Officer at MorrisonMaierle in 1970 after receiving his B.S. in Commerce at Montana State University. He managed the financial, accounting, and information technology operations of the company, and in 1997 became President and CEO. In 2006, he was named Chairman of the Board. During his tenure as president, Jim helped grow Morrison-Maierle from a 150-person firm to a company of over 300 employee-owners. Jim also helped put Morrison-Maierle on the international stage. In 1973, he served as project comptroller for a large road and bridge rehabilitation project in South Vietnam and helped open an in-country office and established accounting and inventory control procedures. Expanding on his international financial skills, Jim personally provided financial support and management on subsequent activities including projects in 12 countries and Morrison-Maierle project offices in five countries. Photo Courtesy of Steve Ruhd, Helena; Resident Project Representative, Water/Wastewater In 2013 we said good-bye to Jim Maierle, who decided to retire as Chairman of the Board We welcome one of our longtime employee-owners, Jack Schunke, as the new chair Jack Schunke, PE W ith Jim’s retirement, Morrison-Maierle created a new opportunity for one of its longtime employees. Jack Schunke, the Bozeman Office Manager, has been elected as Chairman of the Board. Jack began working for Morrison-Maierle in 1975 after he graduated from Montana State University with a B.S. in Construction Engineering. A licensed engineer in Montana, Idaho and North Dakota, Jack’s specialties lie in management of Rural Improvement Districts; and land development, design and construction management of road, water, sewer, street, stormwater and parking lots. Since 1990, he has served on the Board of Directors and the ESOP committee. Jack says he’s energized and excited by Vision 2020—the six-year program Morrison-Maierle developed last year to create internal growth, opportunity and development. One of the things he’s hoping to do as Chairman is recruit professionals outside of the company to serve on the board, which will be a groundbreaking endeavor for Morrison-Maierle. Jack says introducing outside perspectives will bring new visions and insights, create accountability and opportunities for existing members, and foster strategic thinking and business opportunities. The 2013 Year in Review 05 collaboration We harness the power of collaboration to achieve outstanding results “ When you have the right mix of people, collaboration is an incredibly energizing way to work. The burden of the task is spread evenly throughout the group, and when one person gets stuck, another will inevitably jump in and keep things moving forward. You inspire each other. You challenge each other. The journey is more fun, and the result is so much better than if you’d done it all alone.” -Sonya Leckner Morrison-Maierle leaders met for a Vision 2020 planning session. Photo Courtesy of Travis Meyer, PE, Helena; Supervising Engineer, Water/Wastewater Darryl Rensmon participates in a session for strategic planning. We tap into a broad spectrum of expertise, innovation, and perspective “Sticky Note Session” — the Vision 2020 birthplace Collaborative efforts run far and wide at Morrison-Maierle. Work between offices, market groups, clients and subcontractors is the nature of our business. I n 2013, we put all of those skills to work internally, and collectively we came up with a vision for the future of Morrison-Maierle. We held meetings in each office to ensure employee-owners had the opportunity to comment and express what they liked about the vision, what they felt was missing, and what they disliked about the draft vision. In the end, our vision was touched by every employee-owner of Morrison-Maierle. Our vision was not created behind closed doors, rather openly discussed, changed, and improved by our employee-owners. “ The biggest takeaway for me from Vision 2020 was that we are already a great company full of amazingly talented and creative people. If we can align all of that talent toward a common set of goals, I can’t wait to see where we end up.” -Travis Meyer “ Collaborating with such an excellent group of professionals to develop our Vision was an inspiring process. I am proud to work with a group of people who share my personal core values and are committed to implementing them in how we work every day. I look forward to working as a team to make our Vision a reality.” -Jill Cook The employees who helped craft Vision 2020 decided that in order to achieve this goal, Morrison-Maierle had to be able to articulate our Core Purpose, which is “We create solutions that build better communities” and this purpose had to align with our Core Values of “Integrity, Respect, Commitment and Excellence,” which have been in place since John Morrison, Sr. and Joe Maierle built this company in 1946. So in 2014, as we move to achieve Vision 2020 and with the help of our employeeowners from virtually every aspect of the company, we have identified 13 strategies that will bring us one step closer to achieving our Vision 2020. Throughout this process, we tapped into the power of our resources—”our people”— and came up with an outstanding plan that will help us reach our goal of becoming an extraordinary place to work and the preeminent engineering firm in the West by the year 2020. The 2013 Year in Review 07 opportunity Growth provides opportunity for our employee-owners “ I am excited about my transition into the Kalispell Buildings Group Leader position. I have a great team around me, both in Kalispell and within our other offices. This has made my transition very easy. It is an exciting opportunity to help lead the Buildings Market Group toward Morrison-Maierle’s Vision 2020. I believe that the Buildings Market Group and the Kalispell office will play an important role in helping MorrisonMaierle achieve its goals. We, as a Market Group, have worked on some very interesting and challenging projects, for some great clients and owners. I plan to help continue this trend and provide new growth opportunities for myself and more importantly for the team around me.” -Brad Kastelitz Photo Courtesy of Mike Carlson, Helena; Senior Planner, Airports With each opportunity, we strengthen our brand Professional development, learning opportunities, new challenges. All of these things may mean one thing at other firms, but after our Vision 2020 planning sessions last year, they mean something else at Morrison-Maierle. Ryan Jones Tom Heinecke Brad Kastelitz Paul Burnham Crystal Allison Just ask Ryan Jones. A five-year employee, Ryan came to Morrison-Maierle’s Kalispell office from Kadrmas, Lee & Jackson. He’s served as a senior project manager and department manager for us, and now because of encouragement from others, a rigorous interview process—and a few heart-to-heart discussions—Ryan is the Office Manager. This opportunity, which exemplifies Vision 2020’s tenant, “Opportunity,” has created new professional and personal challenges for one of our valued and talented employees. But the opportunities this promotion created didn’t stop with Ryan. “I saw several ways to make better use of the talent we have here in Kalispell,” he said. As a result of his promotion, three of the Kalispell’s engineers were able to take on new challenges as well. Tom Heinecke was asked to take on the role of Practice Area Leader (or as Ryan says, “a mini Ken Salo” for the mechanical engineers in the firm) and Brad Kastelitz was promoted to Kalispell’s Buildings Group Leader and Paul Burnham took on the job of Department Head for the Water-Wastewater Group. Office-wide, these shifts in responsibility haven’t been limited to the engineering staff. Ryan created a new opportunity for Crystal Allison, who has a knack for project grant administration. With some training and continuingeducation courses, Crystal has transitioned into a position that will put her in direct contact with clients as they secure funding for their municipal projects. I am looking forward to working within the Building Market Group to establish the position of Practice Area Leader. I believe it will give me an opportunity to apply what I have learned through the years to our particular practice of engineering in a way that will be meaningful to our Group for years to come. I am fortunate to be able to work with great people who also happen to be really smart.” -Tom Heinecke These opportunities have also created more project possibilities for the Kalispell group. For example, Ryan and his team are looking at the possibility of bringing other Market Groups to the Kalispell Office to expand the clients they serve and the services they offer. “ The 2013 Year in Review 09 community We are an integral part of our communities Company Total: $38,242.27 2013 Contributions Company Photo Courtesy of Travis Meyer, PE, Helena; Supervising Engineer, Water/Wastewater Community Support 2013 Non-Profit and Community Involvement Corporate Billings Sheila Habeck - Helena Dynamos Executive Board Member (youth mountain biking organization, Helena High School newspaper volunteer, Helena Education Foundation Career Day panelist, Chairman and coordinator of Helena High Boys Soccer Team Annual Pig Roast Fundraiser. Anita Shontz - United Way of the Lewis and Clark Area Board Member Jason Mercer - Helena Girls Softball Association Board, Helena Girls Softball Association Coach Debra Larson - Member – General Federation of Women. Volunteer at Helena Food Share. Catechist for the St. Mary Religious Education Program Sonya Leckner - YWCA of Helena Board Treasurer Debbie Zuidema - Local Program Coordinator for Special Olympics Montana, Secretary of the Greater Federal Woman’s Club Marie Murphy - Helena USBC board member and director. State USBC Board Youth Director. Helena, cont. Kalispell Phoenix Roger Somerville - Bridger Bowl Snowsports School Ambassador, Bozeman School District 7 Committee Volunteer, Assistant Coach on a Gallatin Valley Girls Youth Softball Team, MSU, CE Department Advisory Board Ty Walker - Blue Sky Heights Water Users Association Board Vice President. Jefferson County Little League Baseball Coach Paul Burnham - Boy Scout Troop 1939 Committee Chairman Juan Reyes - Isaac School District Student Mentor, Liberty Elementary Student Mentor, Hamilton Elementary Volunteer, Engineering Week (E-Week) Presenter, Mathematics Engineering Science Achievement (MESA) Judge Jack Schunke - Golf Course Partners Board of Directors Bob Morrison - Board Director for Montana Community Finance Corporation and the Helena Area Chamber of Commerce. Scott Murphy - Premiere Dance Company Board of Directors President Bozeman Hopefest 2013 Mike Felten - Billings Food Bank volunteer, Faith Chapel Billings and Beyond volunteer, Montana Rescue Mission, Hopefest 2013 Jill Cook - Yellowstone Soccer Association Coach Joel Spring - Billings Breakfast Exchange Club, Little League Baseball Coach, Black Butte Ranch Association Board Dax Simek - Treasurer of the Billings Downtown Exchange Club and a member of the Billings Homebuilder’s Association Heather Mosser - Youth Indoor Soccer Coach Kris Buehler - Hopefest 2013, Tumbleweed Glenn Roy-Johnson - Hopefest 2013 Tim Boelter - Hopefest 2013 Shaun Brown - Hopefest 2013, Billings City Council Member Kurt Keith - CAP (Child Advancement Project) Mentor with the Bozeman School District Lacey Forrey - Trailhead Christian Fellowship Church Christian Education Committee Member, Vice President of the Townsend Parent Teacher Organization Nicholas Kraus - Volunteer presentation for the Montana State University Civil Engineering Program Kim Longenecker - Juvenile Diabetes Research Foundation Northwest Chapter Volunteer Jim Ullman - Sacajawea Middle School 8th Grade Football Coach; Bozeman Baseball Board, Babe Ruth League Coach, and AllStar Coach John Pavsek - MT Cross Rodeo Bible Camp Board Member, Helena High School Rodeo Team Committee Member, Lewis and Clark County 4-H Veterinarian Science Superintendent, Big Sky Fellowship Building Committee Member James Nickelson - City of Bozeman Impact Fee Advisory Committee Chairperson Travis Eickman - Assistant Scout Master for Boy Scout Troop 649 Belgrade Dave Keeney - Director on the board of the River Rock Water & Sewer District. Volunteer football coach for the Gallatin Empire Lions Midget Football program. Christine Pearcy - Stream Team volunteer with the Greater Gallatin Watershed Council Tom Eastwood - Bozeman Track Club Indoor Track Distance Coach, Belgrade High School Track & Field Official Timer, and Belgrade Youth Baseball Babe Ruth Manager for Diamondbacks. Alisa Etzel - Tumbleweed Gerald Pavlick - MS Bike for the Cure Great Falls Judy Tankink - Great Falls Neighborhood Councilwoman 4. Helena MS Bike for the Cure Stuff the Bus Jeff Ashley - YMCA Volleyball Coach, Helena Youth Volleyball Club Coach, Helena Babe Ruth Baseball Coach, Our Redeemers Lutheran Church Council Member Alan Erickson - Elkhorn Search and Rescue Coordinator, Montana City Trails and Trust Member, Jefferson High Booster – Game Support Coordinator, Jefferson Local Development Corporation member Keely Matson - Toys for Tots volunteer Jeremy Perlinski - Helena Rookie League Baseball Coach; Westside Flag Football Coach Mike Brandt - Montana Department of Transportation Adopt-A-Highway Volunteer Mike Carlson - Advancement Chairman for Boy Scout Troop 207 Travis Meyer - Elkhorn Search and Rescue President, Den Leader - Pack 220 Cub Scouts, Elkhorn League Rookie Baseball Coach Bill Wiegand - Carroll College Engineering Advisory Board Member, Carroll College Chapter of Engineers Without Borders (EWB) Professional Mentor Matthew Pool - Ten Mile/Pleasant Valley Sewer District Board Member Mark Brooke - Cow Country Classic Race Director LeAnn Books - Montana City Trails and Trust President, Mustang Family Gallop Race Director Darrick Zuelke - Volunteer Assistant Coach for the Capital High School Wrestling Team Aubrey Yerger - Volunteer at the Rocky Mountain Youth Development Resources youth group home. Rick Hiebert - Kalispell Chapter MATHCOUNTS scorer Tom Heinecke - Flathead Youth Foundation Treasurer Missoula Shaun Shea - United Way of Missoula County Citizen Review Committee, Day of Caring Participant, CAN-struction Co-Leader, Mount Sentinel Little League T-Ball Commissioner, Mount Sentinel Little League Team Manager, YMCA Youth Soccer Coach, Cold Springs Elementary School Track and Field Volunteer Molly Skorpik - Big Brothers Big Sisters of Missoula Board Vice President and Big Sister, Clark Fork Task Force Brenden Saline - Boy Scouts of America Team 6798 Assistant Coach Keith Belden - Dinner sponsor of Tempe I-Help Homeless Shelter, United Food Bank and the Pilgrims Rest Shelter – Phoenix volunteer, ASU Civil Engineering Senior Design Class panelist. Jim Spring - Stone Creek Bible Church Elders’ Board and Men’s Bible Study Small Group Leader Carmen Parks - ASU Civil Engineering Design Class Engineering Panel Member, Arizona Future City Competition Judge, Girls on the Run Community Volunteer Running Buddy Craig Schaeffer - TRIG-Star program at Hellgate High School Debbie Johnston - Board Member of the Missoula City/County Health Board Matthew Barnes - Mountain Bike Missoula President, Missoula Open Space Advisory Committee Member Mark Waller - West Central Montana Avalanche Foundation-Board President Creg Dieziger - Mount Sentinel Little League Baseball Volunteer Director, Mount Sentinel Little League Majors Division Team Manager, Mount Sentinel Little League Manager for the 11-year-old All-Star Team. United Peer Review Committee Member Greg Howard - Conservation Lands Advisory Committee for the City of Missoula Parks & Recreation Department. Volunteer hockey coach for 4-6 year olds. Movember Spokane Bill White - Volunteer soccer coach at Gonzaga University Gillette Zane Green - Wyoming Brewers Club President Nancy Cormier - Grandstreet Theatre Board of Directors Finance Committee Chair Garrett Schultz - Gillette Rustlers A Legion Baseball Head Coach David Stagliano - Prickly Pear Land Trust volunteer; Helena College Science Fair volunteer Tori Gleich - Volunteer vocalist for the Catholic Diocese of Helena Rossiter Reads The 2013 Year in Review 11 excellence We are dedicated to excellence in everything we do E xcellence. It’s who we are and it’s everything we do here at Morrison-Maierle. As the last, but certainly not the least, of our six tenants, Excellence is what has kept us in the forefront of our selected fields of study and professions. Excellence begins with our employee-owners, many of whom are regionally and nationally recognized for their expertise. Here are a few of our award-winning projects that show what excellence is all about at Morrison-Maierle. Photo Courtesy of Mark Brooke, PE, PG, Helena; Natural Resources Group Leader, Development 2014 ACEC Winner 2014 ACEC Winner 2014 acec winner - category c Missoula Wastewater Treatment Plant Headworks Category C – Structural Systems Client – City of Missoula Location – Missoula, Montana T his Morrison-Maierle project required engineers to design a structure that had to fit into a constricted site adjacent to the Clark Fork River. High groundwater also required the design to have a small footprint and deep vault. Morrison-Maierle came up with innovative structural elements and a unique dewatering approach to create a cost-effective solution for their client. 5 Mile Lift Station - Billings, Montana MT Tech - Butte, Montana 2014 ACEC Winner 2014 acec winner - category f 2014 acec winner - category b Billings Five Mile Lift Station Montana Tech HPER Renovation/Addition Category F – Waste and Storm Water Category B – Building/Technology Systems Client – City of Billings Client – Bill Hanson/ThinkOne Location – Billings, Montana Location – Butte, Montana M O maintainable design. Construction of this project took space, revamp existing spaces and improve structural, place while the old station was still in service and required mechanical and electrical portions of the existing HPER sophisticated bypass pumping and creek diversion Building under the constraints of a tight budget. orrison-Maierle’s project replaced the largest n this project, Morrison-Maierle’s engineers, together sanitary sewer lift station in Billings with a new with Montana Tech and their selected design team, station that utilizes an updated, safer and more easily ThinkOne Architecture, found innovative ways to add more techniques to complete. The 2013 Year in Review Missoula Headworks - Missoula, Montana 13 Corporate Leadership Team Letha Ebelt, Ken Salo, Scott Murphy, Bob Morrison, Jason Mercer, Darryl Rensmon, Sonya Leckner, KC Hill Morrison-Maierle, Inc. Directors and Officers Morrison-Maierle, Inc. Directors and Officers: Carl J. Anderson, PE, Director, VP • Keith S. Belden, PE, LS, VP Scott T. Bell, PE, Director, VP • Nancy Granger Cormier, PE, VP Letha C. Ebelt, PHR, Chief Human Resources and Staff Services Officer K.C. Hill, CPA, Chief Operating Officer, Secretary/Treasurer Deborah A. Johnston, PE, VP • Kurt W. Keith, PE, VP • Sonya Leckner, Director of Finance Jason C. Mercer, PE, VP, Chief Marketing Services Officer John H. Morrison, Jr., PE, Senior VP • Robert J. Morrison, PE, Director, President, Chief Executive Officer Scott B. Murphy, PE, BCEE, Director, VP, Chief Client Services Officer P. Darryl Rensmon, VP, Chief Information Officer • Kenneth W. Salo, PE, Director, VP, Chief Technical Services Officer John R. Schunke, PE, Director, VP, Chairman of the Board • Eugene D. Wasia, PE, VP Morrison-Maierle Arizona, Inc. Directors and Officers: Keith S. Belden, PE, LS, Southwest Region Director, President/Chairman of the Board • Scott T. Bell, PE, Director K.C. Hill, CPA, Chief Operating Officer • Sonya Leckner, Director of Finance • John H. Morrison, Jr., PE, Senior VP Robert J. Morrison, PE, Director, Senior VP • James G. Spring, PLS, VP, Survey Operations Morrison-Maierle Systems Corp. Directors and Officers D. Shaun Brown, Director, VP • Harry Houze, VP • Sonya Leckner, Director of Finance Robert J. Morrison, PE, Director, VP • P. Darryl Rensmon, President/Chairman of the Board The 2013 Year in Review 15 Photos on this page courtesy of John Pavsek, left; Mike Carlson, right. Facing page clockwise from top left: Gene Wasia, David Stagliano, and Jeffrey Roe. Photo Courtesy of Mike Carlson, Helena; Senior Planner, Airports