HomeMy WebLinkAbout21- Amendment 1 - Corona Small Business Local Relief Fund w ProsperaFirst Amendment to Sub-Recipient Agreement with Prospera Business Network
Page 1 of 2
FIRST AMENDMENT TO SUB-RECIPIENT AGREEMENT FOR
CORONAVIRUS SMALL BUSINESS LOCAL RELIEF FUND
THIS FIRST AMENDMENT TO THE SUB-RECIPIENT AGREEMENT FOR Community
Development Block Grant Revolving Loan Fund and Coronavirus Small Business Local Relief
Fund approved on July 27, 2020 (the “Agreement”) is made and entered into this 5th day of
_January__, 202_1_, by and between the CITY OF BOZEMAN, MONTANA, a self
governing municipal corporation organized and existing under its Charter and the laws of the
State of Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO
Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and GALLATIN
DEVELOPMENT CORPORATION, doing business as PROSPERA BUSINESS
NETWORK, hereinafter referred to as “Sub-Recipient.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree to amend the Agreement
as follows:
1.Scope of Services. Section C of the Agreement is amended to add the services described
in the Proposal attached hereto as Exhibit A and by this reference made a part of the
Agreement.
2.Agreement still valid. All remaining terms and provisions of the Agreement remain valid.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
DocuSign Envelope ID: 325054A3-57FD-462D-B204-1D09AF24FDE9
First Amendment to Sub-Recipient Agreement with Prospera Business Network
Page 2 of 2
IN WITNESS WHEREOF,the parties hereto have executed this instrument the day and
year first above written.
CITY OF BOZEMAN, MONTANA
By________________________________
Jeff Mihelich, City Manager
GALLATIN DEVELOPMENT
CORPORATION, DBA PROSPERA
BUSINESS NETWORK
By_____________________________
Print Name: Paul Reichert
Title:
APPROVED AS TO FORM
By_______________________________
Greg Sullivan, Bozeman City Attorney
DocuSign Envelope ID: 325054A3-57FD-462D-B204-1D09AF24FDE9
Executive Director
Coronavirus Small Business Local Relief Fund
Program Description
The Coronavirus Small Business Local Relief Fund is aimed at helping small businesses in
Bozeman stabilize and recover operations. The fund is especially interested in helping those
businesses who meet the eligibility criteria of single owner businesses with no employees and
small businesses with up to 20 employees AND whose businesses are:
Impacted by COVID-19 health restrictions, reduced hours, reduced occupancy, or otherwise
can demonstrate negative impacts due to health restrictions.
Dependent on in-person customers and have seen revenue decline due to COVID -19.
In need of the stabilization of operations, improvement of business efficiency, and/or
assistance with business recovery.
Pathways for Business Support: Grants and Micro-loans
1. Business Grants for Single Owner-No Employees: up to $5,000
Goal: Business Stabilization
Use of Funds
Business lease and utility payments.
Eligible Entities
Applicants must meet all of the following eligibility criteria:
Single business owners physically located within the Bozeman city limits
Established before July 1, 2019
Not in bankruptcy
Good standing with City. “Good standing” with City means:
o not delinquent in payment of City assessments or other City-imposed fees; and
o has a current business license, if required; and
o In compliance with City zoning and building codes
In compliance with all applicable federal, state, or local health department COVID-19
directive, rule, or order
Qualified to do business in Montana
Only one business is eligible per owner.
Grants to holding companies held by the business owner are not eligible.
Funding Program
Grants: Eligible businesses apply to have up to 2 months of lease and utility payments
supported. Grant award based on documented costs, up to $5,000.
Target audience: Single Owner-No Employee businesses who can demonstrate impacts
because of COVID health restrictions, and/or are dependent on in -person clients and
can demonstrate loss of business activity.
2. Business Grants for Small Businesses: up to $10,000
Goal: Business Stabilization
Use of Funds
Business lease and utility payments.
Eligible Entities
Applicants must meet all of the following eligibility criteria:
A business with 20 or fewer employees in Montana based on FTE count
A business physically located within the Bozeman city limits
Established before July 1, 2019
Not in bankruptcy
Good standing with City. “Good Standing” with City means:
o not delinquent in payment of City assessments or other City-imposed fees; and
o has a current business license, if required; and
o In compliance with City zoning and building codes
In compliance with all applicable federal, state, or local health department COVID-19
directive, rule, or order
Qualified to do business in Montana
Only one business is eligible per owner.
Grants to holding companies held by the business owner are not eligible.
Funding Program
Grants: Eligible businesses apply to have up to 2 months of lease and utility payments
supported. Grant award based on documented costs, up to $10,000.
Target audience: small businesses with employees who can demonstrate impacts
because of COVID health restrictions, and/or are dependent on in -person clients and
can demonstrate loss of business activity.
3. Micro-loans for Small Businesses: up to $30,000
Goals of the Program
Business Retention and Jobs
Business Recovery and Stabilization
Use of Funds
Working capital and wages
Equipment and inventory
Lease and utility payments.
Eligible Entities
A business with 20 or fewer employees in Montana based on FTE count
A business physically located within the Bozeman city limits
Established before July 1, 2019
Not in bankruptcy
Good standing with City. “Good standing” means:
o not delinquent in payment of City assessments or other City-imposed fees; and
o has a current business license, if required; and
o In compliance with City zoning and building codes
In compliance with all applicable federal, state, or local health department COVID-19
directive, rule, or order
Qualified to do business in Montana
Only one business is eligible per owner.
Grants to holding companies held by the business owner are not eligible.
Funding Program
Business Loans. Eligible businesses apply for a loan up to $30,000 at 3% for 5 years.
No fees or closing cost. NO prepayment penalty. No payments for 1 month (deferred)
Business must provide a planned use of funds and demonstrate an ability to repay the
loan.
Application Process
I. Grants:
Recommend funding “rounds” so that the grant applications are done in several open
cycles. This is a fair process that allows a variety of businesses to learn about and prepare
to apply. And if they miss one round, they can get ready to apply for the next round.
1. Online web-form with questionnaire:
Choose the grant track that applies
-Download checklist of items needed
2. Assigned a business counselor and email exchanges to get copies of lease payments
and eligibility documents for final grant application. Completed applicants go to
committee for decision.
3. Committee approved grants, meeting all program criteria, will sign a grant
agreement with Prospera.
II. Loans:
1. A business eligibility online web-form will allow for the analysis of basic eligibility criteria
information and provide a documents checklist.
2. A secure link to “share file” to upload documents will be provided
3. A business interview is conducted to determine both business eligibility and to discuss
intended use of funds. Business signs loan application documents and Prospera pulls
credit report.
4. Completed loan applications are reviewed by a committee established by Prospera and
will include a City representative
a. The committee will evaluate applications based on the business eligibility and
requirements of the program and merits of the application.
5. Approved loans go to closing (loan agreement and promissory note)
a. The loan agreement and promissory note used for micro-lending, will be
reviewed and approved by the City in advance. Agreements will include, but are
not limited to, the following required terms:
i. Representation and warranty of compliance at the time of execution and
continued compliance during the term of the loan agreement with
COVID-19 rules.
ii. Accelerated repayment if business is in breach of the above
representation and warranty.
iii. Nondiscrimination and Equal Pay provision
Prospera Administration
Prospera will charge the Coronavirus Small Business Local Relief Fund $2,750/mo. for two years
to launch and manage the grant and loan program for business clients. Costs may include, but
are not limited, to staffing, accounting, secure file system sharing, website forms, credit
reports, lien filing, client services, software systems updates, audit, tax filing, banking, loan
invoicing, servicing and record keeping.