HomeMy WebLinkAbout19- City Grant #2019-06 - EDA Grant for Fiber Conduit Master Plan BOZ E MAN MT
City of Bozeman Grant Routing Cover Sheet
This form is used in conjunction with Administrative Order 2014-01, adopting the Grant Application and Reception
Policy. When a Department Director signs grant documents under this provision, they are certifying that they
understand and will carry out the provisions of the grant and its impact on city operations and finances. All the
required boxes must be initialed by the appropriate departments. Use a separate routing sheet for each phase of the
grant process. Utilize assigned grant number for each phase for tracking purposes.
4�X `o�Grant Document Title: COA ant#(issued by City Clerk):
�Ly(� C!J✓1 O v 1 A— AAAra— P "
CFDA#(applies to Federal grants) � _3A3 Grant Total: Grant Match: 2
Department: rGd✓1 D.t�� , Grant Project Manager:
Phase of Process: ❑Notice of Intent Application Award/Contract
Date Document Signed:
For all grants under$20,000 in Department Finance Office City Manager Original Signed
value. Director Grant Documents
to City Clerk
Does not require approval on
Commission meeting agenda
For all grants over$20,000 in Department Finance Office City Manager Original Signed
value. Director Grant Documents
�*Department Director initials to City Clerk
verify notification to City
Commission and City Manager \`
within 30 days of grant ,
application.
REQUIRES City Commission
Approval
DATE of COMMISSION
MEETING: �.
Presented by:
Consent ❑ Action
Revised 10/27/2014
OMB Number: 0610-0094
Expiration Date: 09/30/2018
ED-900 — General Application for EDA Programs
A. Applicant Information
A.1. EDA Application Identifier(if available):
A.2. Please identify all applicants for this project:
SAM.gov Fiscal Year
SAM.gov Registration End Date
Name CAGE Code Expiration Date (mm/dd)
Lead Applicant Northern Rocky Mountain 6QTD3 12/13/2019
Economic Development District
Co-Applicant 1 City of Bozeman 3QWR0
B. Project Information
B.I. Define and describe the region in which the investment(project) is located
Cities and towns around the United States and countries around the world
recognize the value of connected communities. As the number, capacity and
utility of connected devices grows, so does the need for advanced
infrastructure to accommodate increases in speed, quality and capacity.
High speed, redundant, high-capacity telecommunications networks are
essential for most 21st century, global businesses like those rapidly
growing in Bozeman.
Since May, 2013 the City of Bozeman has worked diligently to enable high
quality, high-speed, high-capacity, redundant and affordable broadband to
Bozeman, Montana. In 2013, the City created a steering committee of
knowledgeable professionals and community stakeholders to assess the state
of affairs in Bozeman. Experts found that demand exists for higher quality,
more cost effective solutions for achieving gigabit services in Bozeman;
especially in the fast-growing high-tech sector.
The City partnered with the Northern Rocky Mountain Economic Development
District, the Prospera Business Network and local private businesses to
raise the private, and public funds through both the State of Montana's Big
Sky Trust Fund, the U.S. Economic Development Administration planning grant
program, : to fund the master plan and feasibility study.
The Bozeman Fiber Master Plan and Feasibility Study was adopted by the City
Commission in January, 2015. Finally, in May, 2015, Bozeman Fiber, a 501
(c) 4 community benefit non-profit, was created by the City to fund,
construct and operate an initial $3.85M, 23 mile high quality, high-speed,
high-capacity, redundant and affordable fiber-optic network. The network
currently connects the City of Bozeman, Gallatin County and BSD7 school
facilities on leased dark fiber infrastructure. Additionally, Bozeman
Fiber serves 113+ businesses around Bozeman and will eventually consider
residential fiber throughout the community. Bozeman Fiber is currently
under contract with the City of Bozeman to manage the City' s 5+ miles of
existing 7-way, fiber-optic conduit in the Downtown, Midtown and now
Northeast Urban Renewal Districts.
In 2016, Canada declared high speed broadband as "essential for quality of
life. " Broadband is essential 21st century communications infrastructure
and fiber-optic conduit deployment is enabling technology that both
facilitates private sector fiber-optic connections and provides a revenue
stream to the municipality through the lease of public conduit.
On April 15, 2019 the City of Bozeman unanimously passed Resolution 5031
declaring "Broadband as Essential Infrastructure. " Reliable, high speed,
affordable access to the Internet is imperative for Bozeman residents,
businesses, governmental agencies, non-profit organizations, and visitors.
The Internet is changing how humans interact with each other and with the
world at large, as well as being a driving force for the current and future
economy. The Internet creates opportunity for increased innovation for
consumers, businesses, and government. Countries, states, counties and
cities that prioritize and provide access to advanced Internet
infrastructure such as broadband are surpassing those that do not in terms
of social, economic, and knowledge development. The City of Bozeman
prioritizes this infrastructure as an essential, elevating the importance
of broadband equal to that of water, sewer, stormwater and electricity.
City staff estimates that the cost of a conduit utility master plan is
approximately $104, 000. On June 23, 2019, the Bozeman City Commission
approved a budget request of $50, 000 to begin a conduit utility master
planning process. The City endeavors to match the pledged amount, $50, 000,
with an additional $52, 000 of EDA funds.
To date, the City has invested approximately $1. 08 million dollars into
public fiber optic conduit deployment in the Downtown, Midtown and
Northeastern Urban Renewal Districts. The City contracts with Bozeman Fiber
for management and maintenance of the public conduit network. The City-
owned conduit system, which uses a seven-duct conduit, has two lessees and
returns revenue in the amount of approximately $50, 000 per year.
B.2. Describe and outline the scope of work for the proposed EDA investment
The proposed EDA investment will support the City of Bozeman in completing
the following:
1) Create and implement a conduit utility master plan and begin the
transition for operating the conduit utility system as its own revenue
generating enterprise fund;
2) Include a conduit design and construction standard as part of the City' s
approved engineering standards;
3) Maintain updated record drawings and GIS mapping of the City-owned
conduit network;
4) Expand the City-owned fiber optic conduit network infrastructure when
appropriate and when funding is available;
5) Utilize conduit lease revenue for the expansion of the public conduit
network;
6) Align conduit network expansion opportunities with the City Budget and
Capital Improvement Plans and general planning processes.
13.3. Economic development needs
13.3.a. Does the region in which the project will be located have a Comprehensive Economic
Development Strategy (CEDS)?
®Yes If Yes, what is the source?
Northern Rocky Mountain Economic Development District
❑ No If No, then please check one:
❑ 13.3.a.i. An alternate strategic planning document that governs this investment is attached.
Add'Attachmen# 11 Delete Attachrnen# V ew A#tachmen#
❑ B.3.a.ii. This investment is to develop a "strategy grant"to develop, update or refine a CEDS.
13.3.b. Describe the economic conditions of your region and the needs that this project will address.
For the 2nd year in a row, the January 2019 POLICOM report ranks Bozeman
the #1 Micropolitan area in the country. This means Bozeman is the fastest
growing city under 50, 000 people in the U.S. If the 3% historical growth
rate continues, the Gallatin Valley will see its population double in 25
years. Bozeman will soon become a metropolitan planning organization with a
population over 50, 000. The current estimated population in Bozeman is
46,596. With a total area of over 19 square miles, Bozeman has a population
density of 2, 452 people per square mile. Its population makes it the fourth
most populous city in Montana.
The Bozeman area is home to Montana State University, Bozeman Health,
Oracle, Montana' s busiest airport, award winning schools, growing
technology, photonics, and health care sectors, endless outdoor adventure,
and a thriving cultural community. The number of companies in Bozeman is
7, 473 (2012 Survey of Business Owners: Company Summary) . The open access
fiber-optic network currently in place connects the City of Bozeman,
Gallatin County and BSD7 schools on leased dark fiber infrastructure. In
addition, Bozeman Fiber, a 501 (c) 4 community benefit nonprofit serves over
113 businesses around Bozeman. The creation of the conduit utility master
plan is vital to support the 21st century growth of Bozeman businesses and
population. This plan will support commercial and residential customers in
the future. With the development of this plan, more public conduit will
become available enabling more connectivity; while providing high speed,
redundant, reliable and cost effective Gigabit fiber service to commercial
and residential customers.
Bozeman Fiber wants to attract and retain businesses and create great jobs,
with enabling infrastructure. As a non-profit guided by a board of Bozeman
business leaders, the organization is constantly working with community
partners and service providers to expand world class Gigabit fiber service
both underground and aerial. The system is up, and running with more than 28
miles of fiber. Every week new customers are added to the network who share
the value of this infrastructure with Bozeman's growing business community.
The mission of Bozeman Fiber is to provide new business development and
existing businesses the opportunity to step into the future with
astoundingly fast, reliable and affordable high speed broadband network.
Bozeman has long been a magnet for outdoor enthusiasts. But the small city
has also earned another reputation as a boomtown for entrepreneurs, many in
the technology sector. Thanks in part to its natural amenities, the
presence of a university, expanding the air service and an embrace of the
digital economy, Bozeman is turning into a startup hub in the middle of
Montana. Among the 25 least-populated states, Montana has topped the
Kauffman Foundation' s rankings of startup activity for four years running.
Bozeman is also known as a photonics industry cluster. According to the
Montana Photonics Industry Alliance (MPIA) , there are 35 Photonics
companies in the Gallatin Valley. Photonics is the science and technology
of generating, detecting, and controlling light. Photonics technology is
key to many of the things that are relied on every day including
smartphones, DVD players, cameras, medical instruments, and lighting
products. Photonics will power many of the most important innovations of
the 21st century. Photonics is the engineering of light waves, which in
turn carry a signal at high speeds over vast distances. Using multiple
wavelengths, fiber optic cabling is vital for allowing the photonics
industry to grow and thrive.
8.4. Applicant's capability
Briefly describe the applicant's capability to administer, implement, and maintain the project.
The applicants are the City of Bozeman and the Northern Rocky Mountain
Economic Development District who have worked successfully together on the
broadband master plan (2014) using EDA funding.
B.S. List and describe the strategic partners and organizations to be engaged in this project
In addition to the Northern Rocky Mountain Economic Development District
and the City of Bozeman, local private businesses and other agencies will
assist as necessary.
13.6. Describe the investment(project) impact and fit with EDA funding priorities
This application is primarily to support, sustain and expand local economic
development. The EDA co-investment will expand and enhance critical
infrastructure, in turn establishing the fundamental building blocks of a
prosperous and innovation-centric economy and a secure 21st century
communication platform for Bozeman business. A new plan needs to be put
into place to address the ongoing needs of more and faster broadband and
fiber optic solutions. The creation of the conduit utility master plan is
the next step toward the City of Bozeman prioritizing this infrastructure
as "essential" (April 15, 2019) , elevating the importance of broadband with
that of water, sewer, stormwater and electricity. This grant ensures that
the broadband accessibility is part of the the solution.
The project will provide a plan to create a conduit utility master plan
that will allow Bozeman to plan for the future and assist more businesses
and residences to have access to faster communication networks. Broadband
is essential 21st century communications infrastructure and fiber-optic
conduit deployment is enabling technology that both facilitates private
sector fiber-optic deployment and provides a revenue stream to the
municipality for the lease of public conduit. Funding for this project
depends on a 50% grant from EDA. Creating the conduit utility master plan
is the first step to expanding the reach of fiber optic networks while
creating a self-sustaining program. EDA's investment will assist in
creating additional access to the Bozeman area networks, which in turn will
help create jobs and support the start-up ecosystem, photonics, and high-
tech growth now and into the future.
B.7. Identify the proposed time schedule for the project
The proposed time schedule for this project is within 8-10 months from the
date of signing this contract.
B.B. Economic impacts of the project
B.8.a. Please describe the economic impacts of the project:
An economic impact study was prepared to demonstrate the impacts of 500 new
household connections and the benefits for each $5 million in increased
business efficiency that is related to broadband connectivity.
B.8.b. Please identify the total estimated jobs and private investment that-is expected to be
generated by this project:
Estimated Jobs Created Estimated Jobs Retained Estimated Private Investment
197 0 $8,900,000.00
B.8.c. Please identify the source of Estimates above (check as many as apply):
❑ Letters from Beneficiaries of the Project
® Input/Output Model (e.g. IMPLAN, REMI)
❑ Comparison to Similar Projects
❑ Other Method (specify below)
B.9. Beneficiaries of the project
NAICS Estimated Jobs Estimated Jobs Estimated
Beneficiary Name Code Created Retained Private Investment
Total
B.10. Non-EDA funding for the project
B.10.a. Are all non-EDA funds committed to the project, available as needed, and not conditioned
or encumbered in any way that would preclude their use consistent with the purpose of the
project?
® Yes ❑ No (explain below)
B.10.b. Identify the source, nature and amount of all non-EDA funds.
Source Amount Date Available Type Restriction/Comments
City of Bozeman $52,000.00 06/24/2019 Cash
B.10.c. Does the applicant plan to seek other federal financial assistance as part of or in
connection with this project? If so, please describe the source, amount and any terms and
conditions of the funding, and when the funding will be available for use by the applicant.
❑ Yes (explain below) ® No
B.10.d. Please attach documentation confirming non-EDA (matching or cost share) funding:
Resolution 5048 AppropriateI Add Attachment Delete Attachment View Attachment
B.11. Justification for sole source procurement
Will you contract work to complete part or all of this project?
❑ B.11.a. No
® 13.11.b. Yes If yes, will contracts be awarded by competitive bid?
® 13.11.b.i. Yes
❑ 13.11.b.ii. No
If contracts will not be awarded by competitive bid, please provide a justification. A cost analysis will
be necessary when adequate price competition is lacking, and for sole source procurements.
B.12. Equipment
Will any funds be used to purchase equipment?
® B.12.a. No
❑ B.12.b. Yes If yes, will project funding be used to install the equipment?
❑ Yes
❑ No
Please attach a list, including cost, description, purpose, and estimated useful life of any
equipment that will be purchased as a part of this project.
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C. Regional Eligibility
C.1. Region
Define the area/region that is the basis for the applicant's claim of eligibility. EDA will review and
evaluate documentation submitted by the applicant to verify and determine eligibility.
This project is centered around the 5+ miles of existing 7-way, fiber-optic
conduit in the Downtown, Midtown and now Northeast Urban Renewal Districts
of Bozeman.
C.2. Source of data provided for regional eligibility determination
Check the box denoting what data source you used to establish eligibility:
❑ C.2.a. The most recent ACS data published by the U.S. Census Bureau.
❑ C.2.b. The most recent other federal data for the region in which the project is located (e.g., U.S.
Census Bureau or the Bureaus of Economic Analysis, Labor Statistics, Indian Affairs, etc.).
❑ C.2.c. If no federal data are available, the most recent data available through the state government for
the region in which the project is located.
❑ C.2.d. Other data to substantiate regional eligibility based on a "Special Need" as defined in 13 C.F.R.
§ 300.3.
Please attach a copy of the documentation used to support your claim of eligibility:
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C.3. Economic Distress
Check all that apply in establishing regional eligibility (see FFO for more details):
❑ C.3.A. Unemployment rate
❑ C.33. Per capita income
❑ C.3.C. Special need, including:
❑ Substantial out-migration or population loss;
❑ Underemployment; that is, employment of workers at less than full-time or at less skilled
tasks than their training or abilities permit;
❑ Military base closure or realignment, defense contractor reductions-in-force, or U.S.
Department of Energy defense-related funding reductions;
❑ Natural or other major disasters or emergencies;
❑ Extraordinary depletion of natural resources;
❑ Closing or restructuring of an industrial firm or loss of other major employer;
❑ Negative effects of changing trade patterns; or
❑ Other circumstances set forth in the applicable FFO (please explain below).
CA Substantial direct benefit
If the project does not meet any of the criteria above, is it located in an Economic Development
District(EDD), and will it provide substantial direct benefit to residents of an area within that EDD
that does meet the distress criteria?
® Yes ❑ No
Which Economic Development District?
Northern Rocky Mountain Economic Development District
Please explain how the proposed project will provide a substantial direct benefit to this geographic
area within the EDD.
see attached Bozeman Broadband Economic Impact Report
D. Budget and Staffing
To be completed by applicants for non-construction assistance only
D.1. Budget justification
$100000 Contract Consultant
$4000 Administration Costs
D.2. Indirect costs
D.3. Key applicant staff
Lisa Ledoux, Northern Rocky Mountain Economic Development District
Brian Lameres, City of Bozeman Controller
E. Administrative Requirements
E.I. Civil rights
E.1.a. Does the applicant understand and agree to comply with all applicable civil rights
requirements (see 13 C.F.R. § 302.20)?
® Yes ❑ No (explain below)
E.1.b. Do identified "Other Parties," businesses that will create and/or save fifteen or more jobs as
a result of the EDA project, understand and agree to comply with all applicable civil rights
requirements, including the requirement to provide signed assurances of compliance
(ED-90013)?
® Not Applicable (No Other Parties Identified) ❑ Yes ❑ No (explain below)
E.2. Lobbying certifications
Will you be able to comply with federal requirements regarding lobbying?
® Yes ❑ No (explain below)
E.3. Compliance with Executive Order 12372, State Single Point of Contact(SPOC)
Does the state in which the project will be located have a project review process that requires
submission to a Single Point of Contact (SPOC)?
® E.3.a. No. Go to Question EA
❑ E.3.b. Yes
If Yes, does this request for EDA investment assistance meet the SPOC process
established by the state?
❑ E.3.b.i. No ❑ E.3.b.ii. Yes
Please explain why not
If Yes, were SPOC comments/clearance received?
❑ E.3.b.ii.a. Yes
Please attach the comments/clearance:
Add Attachment Delete AtItachment View Attaehmentj
❑ E.3.b.ii.b. No. The review period has expired and no comments were received.
❑ E.3.b.ii.c. No. Comments have been requested but the review period has not yet expired.
Please attach evidence of your request for comments:
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EA. Single Audit Act Requirement
EA.a. Does the applicant understand and agree to the requirements of subpart F of 2 C.F.R. part
200 regarding federal audits?
® Yes ❑ No
EA.b. Is the applicant currently audited under the Single Audit Act?
® EA.b.i. No
❑ EA.b.ii. Yes, If yes:
EA.b.ii.a. What is the date of the most recent audit?
EA.b.ii.b. Was this audit submitted to the Federal Audit Clearinghouse?
❑ Yes ❑ No
F. Requirements for Non-Governmental Applicants (Excluding Public
Universities and Certain District Organizations)
As indicated below, non-governmental applicants (excluding public universities and district organizations)
must also provide a copy of the following items, either using the Attachments form that is part of the
application package downloaded from www.Grants.gov or providing a hard copy.
F.1. Non-profit organizations must provide a current Certificate of Good Standing from the State in which
they are incorporated. _
Add Attachment Delete Attachment View Attachment
F.2. New non-profit organization applicants must provide their Articles of Incorporation and By-Laws. Non-
profits with an active EDA grant must either provide a) a revised copy of their Articles of Incorporation
or By-Laws if these have been amended or b) a statement certifying that there has been no change in
the organization's Articles of Incorporation or By-Laws. _
Add Attactiq e Delete Attach ent view Attachment
F.3. Non-profit organizations must provide a resolution passed by a general purpose political subdivision of
a State (e.g., local government entity) or a letter signed by an authorized representative of a local
government acknowledging that the applicant is acting in cooperation with officials of the political
subdivision. EDA may waive this requirement for certain projects of significant regional or national
scope (see 13 CFR § 301.2(b)).
Add,Aftachment belete Attachment , View Attachment
F.4. If applying for a construction or RLF investment, an applicant must afford the appropriate general
purpose governmental authority a minimum of 15 days to review and comment on the proposed project
(13 CFR § 302.9(a)).
Will the applicant be able to provide these comments?
❑Yes
❑ Not applicable, because the applicant is not applying for a construction or RLF grant
❑ Not applicable, because this requirement has been satisfied under an existing RLF plan
❑ No, for another reason (explain below)
Instructions for Form ED-900
A. Applicant Information
A.1. EDA Application Identifier— If EDA has previously provided an identifier for your proposal/application,
please enter that identifier here. Otherwise, leave blank.
A.2. Please identify all applicants for this project:
The Lead Applicant should be the party who is responsible for handling disbursement of funds and reporting
to EDA.
Note that Sam.gov registration is required of all EDA applicants and awardees. Please list the relevant
CAGE Code and SAM.gov expiration data for all applicants and co-applicants (if any).
B. Project Information
B.1. Define and describe the region in which the investment(project) is located
Clearly and concisely describe the region where the project will be located, including the specific geographic
location of the project within the region, as well as background on the assets of the area, which may include
clusters, and workforce, physical, educational and financial infrastructure.
B.2. Describe and outline the scope of work for the proposed EDA investment
List specific activities that will be undertaken and the specific deliverables that will be produced as a result of
this investment. The description of the proposed project must include a clear statement of the overall
purpose of the project, and key milestones and an associated schedule for when the project could start,
when key milestones could be achieved, and when the project is anticipated to be completed.
Applicants for construction assistance (including design and engineering assistance) should also
- include a statement of project components. Indicate if the proposed project involves the construction of a new
facility or facilities or the enlargement, expansion, renovation, or replacement of an existing facility or
facilities. Describe the existing facility and proposed project components in terms of dimensions, capacities,
quantities, etc.
Applicants for Partnership Planning Assistance should provide a narrative on the economic development
activities that will be undertaken including managing and maintaining the CEDS process.
Applicants for Short Term Planning Assistance should provide a narrative explaining how the proposed
scope of work will enhance economic development planning capacity of the identified region. Include any
relationship or collaboration with other public and private entities. Please explain how the strategy will
expand the capacity of public officials and economic development organizations to work effectively with
employers and enable the region to plan and coordinate the use of available resources to support economic
recovery and the development of a regional economy and/or develop innovative approaches to economic
revitalization in the region.
Applicants for State Planning Assistance should provide a narrative outlining the proposed scope of work
for the project. Include the relationship to any existing CEDS or similar planning processes in the region and
the goals and objectives of the proposed project.
13.3. Economic development needs
Except for grants to fund developing, updating or refining a CEDS as described in 13 C.F.R. § 303.7, the
region in which Public Works or Economic Adjustment projects will be located must have a CEDS with which
the project is consistent.
B.3.a. Does the region in which the project will be located have a Comprehensive Economic Development
Strategy (CEDS)?
If Yes, what is the source? Note:If you are unsure if your region has a CEDS, please contact your local
District Organization. In areas without a District Organization, CEDS may also be obtained at the City,
County, or State level.
If No, then please check one of the indicated options:
B.3.a.i. There is an alternate strategic planning document that will govern this investment. Please
identify the strategy and provide a copy of this planning document, either by attaching the
document to this application or submitting a hard copy.
13.3.a.ii. This investment is to create a strategy plan to develop, update or refine a CEDS. Please
explain how the strategy will expand the capacity of public officials and economic
development organizations to work effectively with employers and enable the region to plan
and coordinate the use of available resources to support economic recovery and the
development of a regional economy and/or develop innovative approaches to economic
revitalization in the region.
B.3.b. Briefly describe the economic conditions of the region described in B.1, as well as the economic
adjustment problems or economic dislocations the region has experienced (or is about to experience)
and the regional impact of these conditions. How does the project address the economic
development needs of the region and the goals and objectives of the CEDS for the region or the
alternate strategic planning document described in section b below? See 13 C.F.R. part 303.
6.4. Applicant's capability
Briefly describe the applicant's capability to administer, implement, and maintain the project.
8.6. List and describe strategic partners and organizations to be engaged in this project
Describe existing regional partnerships (if any)that are directly engaged in supporting the proposed project,
including a discussion of the extent of participation of government agencies, private sector interests,
education providers, non-profits, community and labor groups, workforce boards, utilities, etc.
B.6. Describe the investment(project) impact and fit with EDA funding priorities
Concisely document how the proposed project aligns with one or more of FDA's investment priorities.
Applicants that propose projects that do not align with FDA's investment priorities will not be as competitive
as those that do. Applicants are strongly encouraged to review FDA's investment priorities, as outlined in
the applicable Federal Funding Opportunity (FFO) announcement on www.Grants.gov.
8.7. Proposed time schedule for the project
Provide a proposed time schedule for completion of the project, including when (month/year) the project will
begin and end. Explain any potential issues that could affect project implementation.
B.8. Economic impacts of the project
Provide a clear and compelling justification for the long-term potential economic impact of the proposed
project, through anticipated job creation or retention, private investment leveraging, number of businesses or
collaborations supported, or other appropriate measures. All job and private investment estimates should
reflect the anticipated impact within nine years of the potential EDA investment. Applicants must attach
letters of commitment from any identified beneficiaries.
For all other measures, applicants should clearly identify the expected time frame. In all cases, applicants
must document the benefit and provide third-party data or information available to support these claims.
B.9. Beneficiaries of the project
If applicants have identified specific private sector employers that are expected to create and/or save jobs as
a result of the project, applicants should list those beneficiaries in the table provided. All job and private
investment estimates should reflect the anticipated impact within nine years of the potential EDA investment.
NAICS Code: The NAICS code for the major industry category of the beneficiary company (see
www.naics.com for a searchable list).
Jobs Created: The number of jobs that the company expects to create as a result of the project.
Jobs Retained: The number of jobs that the company expects to retain as a result of the project.
Private Investment: The amount of private investment that the company expects to make in its business/
community as a result of the project.
Form ED-900B must be completed by each beneficiary that expects to create and/or save fifteen or more
jobs as a result of the project.
B.10. Non-EDA funding for the project
Select the appropriate response to each question. Applicants should identify the source, nature and amount
of all non-EDA funds, including in-kind contributions (non-cash contributions of space, equipment, services,
or assumptions of debt). Explain the status of all funding commitments, including the date the funds will be
available from each source, and describe any conditions or restrictions on the use of such funds. If in-kind
contributions are included, explain the basis on which they are valued. If so, please describe the source,
amount and any terms and conditions of the funding, and when the funding will be available for use by the
applicant. Please attach evidence of commitment from all funding sources. For example, if bonds are
contemplated as match, counsel opinion of the applicant's bonding authority and eligibility of the bonds for
use as match, along with full disclosure of the type of bonds and the schedule of the applicant's intended
bond issue, are required.
BA 1. Justification for sole source procurement
Select the appropriate response to each question.
B.12. Equipment
Select the appropriate response to each question.
C. Regional Eligibility
Public Works and Economic Adjustment Assistance projects must satisfy regional eligibility requirements (see
FFO for more details). This section will assist EDA in determining if the proposed project satisfies these
eligibility requirements.
Planning and Technical Assistance applications: although meeting specific distress criteria is not a prerequisite
for funding under these programs, the economic distress level of the region impacted by a project serves as the
basis for establishing the EDA share of the total cost of the project and can inform competitiveness.
Please answer all questions completely and accurately and attach explanations and supporting documentation
where applicable.
C.1. Region
Clearly define the area/region that is the basis for your claim of eligibility.
C.2. Source of data provided for regional eligibility determination
Check the appropriate box denoting what data source you used to establish eligibility. Please attach data
used to establish eligibility.
C.3. Economic Distress
Check all that apply in establishing regional eligibility (see FFO for more details):
C.3.A. Unemployment rate: The project is located in a region that has an unemployment rate that is, for the
most recent 24-month period for which data are available, at least one percentage point above the
national unemployment rate.
C.3.B. Per capita income: The project is located in a region that has a per capita income that is, for the
most recent period for which data are available, 80 percent or less of the national average per capita
income.
C.3.C. Special need: The project is located in a region that has experienced or is about to experience a
"Special Need" (as defined in 13 C.F.R. § 300.3) arising from actual or threatened severe
unemployment or economic adjustment problems resulting from severe short-term or long-term
changes in economic conditions, including: Substantial out-migration or population loss;
Underemployment, that is, employment of workers at less than full-time or at less skilled tasks than
their training or abilities permit; Military base closure or realignment, defense contractor reductions-in-
force, or U.S. Department of Energy defense-related funding reductions; Natural or other major
disasters or emergencies; Extraordinary depletion of natural resources; Closing or restructuring of an
industrial firm or loss of other major employer; Negative effects of changing trade patterns; or other
circumstances set forth in the applicable FFO.
C.4. Substantial Direct Benefit
A project located within an Economic Development District (EDD) that is located in a region that does not
meet the economic distress criteria set forth in section C.3 above, is also eligible for EDA investment
assistance if EDA determines that the project will be of"substantial direct benefit"to a geographic area within
the EDD that meets the distress criteria set forth in question C.3 above by providing significant employment
opportunities for unemployed, underemployed, or low-income residents of the distressed geographic area
within the EDD. If applicable, identify the EDD in which the proposed project will be located, as well as the
geographic area within the EDD that meets the economic distress criteria detailed in section C.3., and
explain how the proposed project will provide a substantial direct benefit to this geographic area within the
EDD. (See FFO for more details.)
D. Budget and Staffing
To be completed by applicants for non-construction assistance only
D.I. Budget justification
Provide a clear budget justification that identifies how funds in each line item of the budget will be utilized to
support the proposed project. Explain the proposed use of any amounts budgeted for"Equipment,"
"Contractual," or"Other," if any, on Form SF-424A, Budget Information - Non-Construction Programs.
D.2. Indirect costs
Explain the types of indirect costs, if any, on Form SF-424A. If there are any indirect costs, please submit a
copy of the current Indirect Cost Rate Agreement that your organization has with its cognizant Federal
agency.
D.3. Key applicant staff
Identify key applicant staff who will undertake and complete project activities. Include a description of the
knowledge, organizational experience, and expertise of individual staff members. In addition, explain how
organizational resources will be used to complete project activities. For National Technical Assistance,
Training and Research and Evaluation projects, specify which positions will be charged to the federal and
non-federal portion of the project budget.
E. Administrative Requirements
E.I. Civil rights
Select the appropriate response, providing an explanation if"no."
E.2. Lobbying certifications
All applicants for federal financial assistance must certify that federal funds have not been used and will not
be used for lobbying in connection with this request for federal financial assistance (Form CD-511). If non-
federal funds have been or are planned to be used for lobbying in connection with this request for federal
financial assistance, Form SF-LLL also must be completed. Applicants must comply with 13 C.F.R. § 302.10
regarding attorneys' and consultants'fees and the employment of expediters. This regulation requires that
applicants identify and disclose the amount of fees paid to anyone engaged to assist the applicant in
obtaining assistance under the Public Works and Economic Development Act of 1965 (PWEDA), as
amended.
E.3. Compliance with Executive Order 12372, State Single Point of Contact(SPOC)
Select the appropriate response to each question, please attach any comments that have been received. If
the comment period has not yet expired or comments were not received, attach evidence of your request for
comments.
EA. Single Audit Act Requirement
Select the appropriate response to each question.
F. Requirements for Non-Governmental Applicants (Excluding Public Universities
and Certain District Organizations)
As indicated, non-governmental applicants must also provide a copy of the requested items, either using the
Attachments form that is part of the application package downloaded from www.Grants.gov or submitting a
hard copy. Public Universities and Certain District Organizations may be exempt from this requirement,
please contact your Regional Office to determine the requirements applicable to your organization.