HomeMy WebLinkAboutComplete_with_Docusign_MSUIC_PDZ_Grant_Agree Docusign Envelope ID:AAD7FOOC-E2FC-416E-8F9B-041991FAF60C
GRANT AGREEMENT
Montana State University Innovation Campus
THIS AGREEMENT is made and entered into this 9th day of July ,2024 by and between
the City of Bozeman, Montana, a self-governing municipal corporation located at 121 N. Rouse
Ave., Bozeman MT 59771 ("City") as GRANTOR and the Montana State University Innovation
Campus (MSUIC), a 5016 Montana non-profit organization located at 1501 South 11th Avenue
and with a mailing address of P.O. Box 172750 , Bozeman, Montana 59718 as GRANTEES.
WHEREAS, on October 17, 2005, the Bozeman City Commission adopted Resolution No. 3866
establishing policies for the granting of funds from the City of Bozeman to a requesting entity; and
WHEREAS, the City Commission may make grants of money for public purposes pursuant to
Sect. 7-1-4124(9), MCA; and
WHEREAS, on November 5, 2012, via Ordinance 1844, the Bozeman City Commission
established the South Bozeman Technology District for the purpose of developing infrastructure
to encourage the location and retention of technology infrastructure projects in the City; and
WHEREAS,the 2012 South Bozeman Technology District Comprehensive Plan anticipates using
District funds to offset costs associated with planning and infrastructure development; and
WHEREAS, the City recognizes that job creation and industry diversification are economic
development priorities of the Montana State University Innovation Campus; and
WHEREAS, the MSUIC is located entirely within the South Bozeman Technology District and is
the sole property owner within the District and is currently developing the MSUIC; and
WHEREAS, on February 27, 2024, the Bozeman City Commission approved the MSUIC's
application for a Planned Development Zone (PDZ), zone map amendment to the MSUIC, in
which MSUIC agreed that future development projects on the MSUIC parcel will meet certain
conditions of sustainability and resilient design.
WHEREAS, the City Commission determines the granting of funds under this Agreement is for a
public purpose benefitting the community by supporting efforts to establish a PDZ for a campus
in our community focused on job creation and industry diversification, while ensuring
development on the MSUIC is sustainable and resilient including reduced water consumption and
reduction of non-renewable energy as required by the PDZ.
WHEREAS, the South Bozeman Technology District fund can support the grant amount of
$16,409.
THE PARTIES AGREE:
FY 2024 Montana State University Innovation Campus— Planning Grant Agreement
Docusign Envelope ID:AAD7FOOC-E2FC-416E-8F9B-041991FAF60C
1. The Grant. The City will grant and release to GRANTEE a sum of up to sixteen thousand
four hundred and nine dollars($16,409)from its South Bozeman Technology District Fund
(the "Grant")pursuant to the payment terms in Section 3.
2. Use of Grant Funds. Grant funds in the amount of sixteen thousand four hundred and
nine dollars ($16,409) will be used by GRANTEE for the sole purpose of paying a 1/3
portion of the total planning and development fees ($49,225) associated with the creation
of the PDZ within the South Bozeman Technology District boundary and on the MSUIC
with the intent of utilizing the new zoning designation to build out the MSUIC. The total
planning and development fees for the creation of a PDZ must be paid by the MSUIC, in
its entirety, by the end of the calendar year 2024 or the MSUIC will be invoiced by the
City for the granted amount($16,409)with the expectation that the granted amount will be
remitted in full to the City of Bozeman within 60 days of the end of the calendar year 2024.
3. Payment of Grant Funds
a. The City will pay or transfer sixteen thousand four hundred and nine dollars
($16,409) of the total PDZ planning fee($49,225)to the Community Development
Department from the South Bozeman Technology District fund.
4. Grantee Representations
a. GRANTEE has familiarized itself with the nature and extent of this Agreement and
with all local conditions and federal, state, and local laws, ordinances, rules, and
regulations that in any manner may affect Grantee's performance under this
Agreement.
b. GRANTEE represents and warrants to City that it has the experience and ability to
perform its obligations under this Agreement; that it will perform said obligations
in a professional, competent and timely manner and with diligence and skill; that it
has the power to enter into and perform this Agreement and grant the rights granted
in it; and that its performance of this Agreement shall not infringe upon or violate
the rights of any third party, whether rights of copyright, trademark, privacy,
publicity, libel, slander or any other rights of any nature whatsoever, or violate any
federal, state and municipal laws. The City will not determine or exercise control
as to general procedures or formats necessary for GRANTEE to meet this warranty.
c. GRANTEE represents and warrants to City that the Grant funds are necessary to
accomplish and complete the financial requirements of the creation of a PDZ at the
MSUIC.
5. Reports/Accountability/Public Information. If Grant funds are paid to GRANTEE,
GRANTEE will provide to the City a formal written report that includes, at a minimum,
FY 2024 Montana State University Innovation Campus— Planning Grant Agreement
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the proof of expenses paid. GRANTEE agrees to develop and/or provide such other
documentation as requested by the City demonstrating GRANTEE's compliance with the
requirements of this Agreement. GRANTEE must allow the City, its auditors, and other
persons authorized by the City to inspect and copy its books and records for the purpose of
verifying that monies provided to GRANTEE pursuant to this Agreement were used in
compliance with this Agreement and all applicable provisions of federal, state, and local
law. GRANTEE will retain such records for seven years after receipt of final payment
under this Agreement unless permission to destroy them is granted by the City. GRANTEE
shall not issue any statements, releases, or information for public dissemination without
prior approval of the City.
6. Permits and Compliance With Laws. GRANTEE will obtain, in a timely manner, all
required permits, licenses and approvals, and will meet all requirements of all local, state
and federal laws, rules and regulations which must be obtained or met in connection with
creation of a PDZ at the MSUIC.
7. Independent Contractor Status. The parties agree that GRANTEE, its agents,
employees, contractors, or subcontractors, are independent contractors for purposes of this
Agreement and are not to be considered employees or agents of the City for any purpose.
GRANTEE and its agents, employees, contractors, or subcontractors are not subject to the
terms and provisions of the City's personnel policies handbook and may not be considered
a City employee for workers' compensation or any other purpose. GRANTEE, its agents,
employees, contractors, or subcontractors, are not authorized to represent the City or
otherwise bind the City in any way.
8. Default and Termination.
a. If GRANTEE fails to comply with Section 2 of this Agreement at the time or in the
manner provided for, the City may terminate this Agreement if the default is not
cured within fifteen (15) days after written notice is provided to GRANTEE. The
notice will set forth the items to be cured. If this Agreement is terminated pursuant
to this Section, GRANTEE will repay to the City any Grant funds already delivered
to GRANTEE for one-third ($16,409) of the fees associated with the creation of a
PDZ at the MSUIC.
9. Limitation on GRANTEE's Damages; Time for Asserting Claim
a. In the event of a claim for damages by GRANTEE under this Agreement,
GRANTEE's damages shall be limited to contract damages and GRANTEE hereby
expressly waives any right to claim or recover consequential, special,punitive, lost
business opportunity, lost productivity, field office overhead, general conditions
costs, or lost profits damages of any nature or kind.
FY 2024 Montana State University Innovation Campus— Planning Grant Agreement
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b. In the event GRANTEE wants to assert a claim for damages of any kind or nature,
GRANTEE must first provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of
damages sought by the claim,within ninety(90)days of the facts and circumstances
giving rise to the claim. In the event GRANTEE fails to provide such notice,
GRANTEE shall waive all rights to assert such claim.
10. Representatives
a. City's Representative. The City's Representative for the purpose of this
Agreement shall be Brit Fontenot, Economic Development Director, or such other
individual as City shall designate in writing. Whenever approval or authorization
from or communication or submission to City is required by this Agreement, such
communication or submission shall be directed to the City's Representative and
approvals or authorizations shall be issued only by such Representative; provided,
however,that in exigent circumstances when City's Representative is not available,
GRANTEE may direct its communication or submission to other designated City
personnel or agents and may receive approvals or authorization from such persons.
b. GRANTEE's Representative. GRANTEE's Representative for the purpose of
this Agreement shall be Mark Sharpe, Executive Director of the MSUIC, or such
other individual as GRANTEE shall designate in writing. Whenever direction to
or communication with GRANTEE is required by this Agreement, such direction
or communication shall be directed to GRANTEE's Representative; provided,
however, that in exigent circumstances when GRANTEE's Representative is not
available, City may direct its direction or communication to other designated
GRANTEE personnel or agents.
11. Indemnity/Waiver of Claims/Insurance. To the fullest extent permitted by law,
GRANTEE agrees to defend, indemnify, and hold the City and its agents, representatives,
employees, and officers (collectively referred to for purposes of this Section as the City)
harmless against all third-party claims, demands, suits, damages, losses, and expenses,
including reasonable defense attorney fees, which arise out of, relate to or result from
GRANTEE's (i) negligence, or(ii)willful or reckless misconduct.
Such obligations shall not be construed to negate, abridge, or reduce other rights or
obligations of indemnity that would otherwise exist. The indemnification obligations of
this Section must not be construed to negate, abridge, or reduce any common-law or
statutory rights of the indemnitee(s)which would otherwise exist as to such indemnitee(s).
GRANTEE's indemnification obligations under this Section shall be without regard to and
without any right to contribution from any insurance maintained by City.
FY 2024 Montana State University Innovation Campus— Planning Grant Agreement
Docusign Envelope ID:AAD7FOOC-E2FC-416E-8F9B-041991FAF60C
Should any indemnitee described herein be required to bring an action against GRANTEE
to assert its right to defense or indemnification under this Agreement or under GRANTEE's
applicable insurance policies required below the indemnitee shall be entitled to recover
reasonable costs and attorney fees incurred in asserting its right to indemnification or
defense but only if a court of competent jurisdiction determines GRANTEE was obligated
to defend the claim(s) or was obligated to indemnify the indemnitee for a claim(s) or any
portion(s)thereof.
In the event of an action filed against City resulting from the City's performance under this
Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
GRANTEE also waives any and all claims and recourse against the City or its officers,
agents or employees, including the right of contribution for loss or damage to person or
property arising from, growing out of, or in any way connected with or incident to the
performance of this Agreement except "responsibility for his own fraud, for willful injury
to the person or property of another, or for violation of law, whether willful or negligent"
as per 28-2-702, MCA.
These obligations shall survive termination of this Agreement.
In addition to and independent from the above, GRANTEE shall at GRANTEE's expense
secure insurance coverage through an insurance company or companies duly licensed and
authorized to conduct insurance business in Montana which insures the liabilities and
obligations specifically assumed by GRANTEE in this Section. The insurance coverage
shall not contain any exclusion for liabilities specifically assumed by GRANTEE in this
Section unless and to the extent coverage for such liability is not reasonably available.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City
without limit and without regard to the cause therefore and which is acceptable to the City
and GRANTEE shall furnish to the City an accompanying certificate of insurance and
accompanying endorsements in amounts not less than as follows:
• Workers' Compensation—statutory;
• Employers' Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
• Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate
The City of Bozeman, its officers, agents, and employees, shall be endorsed as an
additional or named insured on a primary non-contributory basis on the Commercial
General Liability policy. The insurance and required endorsements must be in a form
suitable to City and shall include no less than a thirty (30) day notice of cancellation or
FY 2024 Montana State University Innovation Campus— Planning Grant Agreement
Docusign Envelope ID:AAD7FOOC-E2FC-416E-8F9B-041991FAF60C
non-renewal. The City must approve all insurance coverage and endorsements prior to
delivery of Grant funds to GRANTEE. GRANTEE shall notify City within two (2)
business days of GRANTEE's receipt of notice that any required insurance coverage will
be terminated or GRANTEE's decision to terminate any required insurance coverage for
any reason.
12. Nondiscrimination and Equal Pay. GRANTEE agrees that all hiring by Grantee of
persons performing this Grant Agreement shall be on the basis of merit and
qualifications. GRANTEE will have a policy to provide equal employment opportunity in
accordance with all applicable state and federal anti-discrimination laws, regulations, and
contracts. GRANTEE will not refuse employment to a person, bar a person from
employment, or discriminate against a person in compensation or in a term, condition, or
privilege of employment because of race, color, religion, creed, political ideas, sex, age,
marital status, national origin, actual or perceived sexual orientation, gender identity,
physical or mental disability, except when the reasonable demands of the position require
an age, physical or mental disability, marital status or sex distinction.
GRANTEE represents it is, and for the term of this Agreement will be, in compliance with
the requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana
Equal Pay Act). GRANTEE must report to the City any violations of the Montana Equal
Pay Act that Contractor has been found guilty of within 60 days of such finding for
violations occurring during the term of this Agreement.
GRANTEE shall require these nondiscrimination terms of its subcontractors providing
services under this Grant Agreement.
13. Public Meetings and Access to Public Records
a. Meetings of GRANTEE that pertain to the receipt or expenditure of Grant funds from
the City are subject to the open meeting requirements of Montana law, including those
set forth in Title 7, Chapter 1, Part 41, MCA and Title 2, Chapter 3, MCA. To ensure
compliance, GRANTEE will provide agendas for meetings that pertain to the receipt
or expenditure of Grant funds covered by this Agreement to the City Clerk's office no
later than 72 working hours prior to meeting for notice on the City's official posting
board and any other sites deemed reasonable by the Clerk's office. In addition,meeting
minutes will be kept by GRANTEE and provided to the City Clerk's office no later
than 90 days after the meeting. These minutes shall be posted and made available to
the public by the City Clerk's office except for those minutes taken during a closed
meeting in accordance with 2-3-203, MCA. Minutes taken during a closed meeting
shall also be provided to the City Clerk's office but shall be handled in accordance with
the City Clerk's regular executive session protocol and kept private in a secured
cabinet.
FY 2024 Montana State University Innovation Campus— Planning Grant Agreement
Docusign Envelope ID:AAD7FOOC-E2FC-416E-8F9B-041991FAF60C
b. In accordance with 7-1-4144, MCA and subject to any applicable legal obligation to
protect and preserve individual confidential or private information, upon reasonable
request and at reasonable times during normal business hours, GRANTEE shall make
such records available for inspection and copying by members of the public.
GRANTEE may charge for such copying in accordance with the policies of the City,
which GRANTEE hereby adopts for such purposes.
c. To determine whether a meeting or part of a meeting may be closed to the public and
to determine whether information contained in GRANTEE documents is protected by
law from disclosure, GRANTEE may seek a determination of the City Attorney at no
cost to GRANTEE. Such request and determination shall not create an attorney-client
relationship between GRANTEE and the City.
14. Attorney's Fees and Costs. In the event it becomes necessary for a party to this
Agreement to retain an attorney to enforce any of the terms or conditions of this Agreement
or to give any notice required herein, then the prevailing party shall be entitled to
reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel
to include City Attorney.
15. Integration and Modification. This document contains the entire agreement between the
parties and no statements,promises or inducements made by either party or agents of either
party not contained in this written Agreement may be considered valid or binding. This
Agreement may not be modified except by written agreement signed by both parties.
16. Dispute Resolution
a. Any claim, controversy, or dispute between the parties, their agents, employees, or
representatives shall be resolved first by negotiation between senior-level personnel
from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties, the parties may invite an independent, disinterested
mediator to assist in the negotiated settlement discussions.
b. If the parties are unable to resolve the dispute within thirty(30) days from the date
the dispute was first raised, then such dispute may only be resolved in a court of
competent jurisdiction in compliance with the Applicable Law provisions of this
Agreement.
17. No Assignment. GRANTEE may not subcontract or assign GRANTEE's rights,including
the right to Grant payments, or any other rights or duties arising hereunder, without the
prior written consent of City.
18. No Third-Party Beneficiary. The terms and provisions of this Agreement are intended
solely for the benefit of each party and their respective successors and assigns. It is not the
parties' intent to confer third party beneficiary rights upon any other person or entity.
FY 2024 Montana State University Innovation Campus— Planning Grant Agreement
Docusign Envelope ID:AAD7FOOC-E2FC-416E-8F9B-041991FAF60C
19. Choice of Law. This Agreement shall be governed and construed in accordance with the
laws of the State of Montana without regard to conflict of law provisions. The Parties
agree to submit to the personal and exclusive jurisdiction of the courts located within
Gallatin County, Montana.
20. Non-Waiver. A waiver by either party of any default or breach by the other party of any
terms or conditions of this Agreement does not limit the other party's right to enforce such
term or conditions or to pursue any available legal or equitable rights in the event of any
subsequent default or breach.
21. Severability. If any portion of this Agreement is held to be void or unenforceable, the
balance of the Agreement shall continue in effect.
22. Counterparts. This Agreement may be executed in counterparts, which together
constitute one instrument.
23. Consent to Electronic Signatures: The Parties have consented to execute this Agreement
electronically in conformance with the Montana Uniform Electronic Transactions Act,
Title 30, Chapter 18, Part 1, MCA.
IN WITNESS WHEREOF,the parties hereto have executed this instrument the day and year
indicated below. DocuSigned by:
DocuSigned by:
Date: 7/9/2024
509880919BDA472... •�'+.y�.r�'S
Chuck Winn, Interim City Manager
City of Bozeman
L
gned',by,::v�,
s"`^""ft, Date: 7/9/2024
Mark Sharpe, Executive Director
Montana State University Innovation Campus
Approved as to form:
DocuSigned by:
Date: 7/9/2024
876992AC9ACA44B...
Greg Sullivan, City Attorney
City of Bozeman
FY 2024 Montana State University Innovation Campus— Planning Grant Agreement
DocuSign
Certificate Of Completion
Envelope Id:AAD7FOOCE2FC416E8F9B041991 FAF60C Status:Completed
Subject:Complete with Docusign: MSUIC PDZ Grant Agreement.pdf
Source Envelope:
Document Pages:8 Signatures:3 Envelope Originator:
Certificate Pages:5 Initials:0 Mike Maas
AutoNav: Enabled Stamps: 1 PO Box 1230
Envelopeld Stamping: Enabled Bozeman, MT 59771
Time Zone: (UTC-07:00)Mountain Time(US& Mmaas@bozeman.net
Canada) IP Address:69.145.83.100
Record Tracking
Status:Original Holder:Mike Maas Location: DocuSign
7/9/2024 3:37:23 PM Mmaas@bozeman.net
Security Appliance Status:Connected Pool:StateLocal
Storage Appliance Status:Connected Pool:City of Bozeman Location: DocuSign
Signer Events Signature Timestamp
Mark Sharpe ED-USil"IdbySent:7/9/2024 8:00:06 PM
mark.sharpe@msuaf.org AA s6yrt, Viewed:7/9/2024 8:08:39 PM
Executive Director SBF08AOECEC747C Signed:7/9/2024 8:08:52 PM
Security Level: Email,Account Authentication
(None) Signature Adoption: Pre-selected Style
Using IP Address: 174.234.0.180
Signed using mobile
Electronic Record and Signature Disclosure:
Accepted:7/9/2024 8:08:39 PM
ID:435daeed-9686-406c-aa86-feed6f5837f9
Greg Sullivan E876992ACgACA44B
DocuSigned by: Sent:7/9/2024 8:08:53 PM
gsullivan@bozeman.net suw"V, Viewed:7/9/2024 8:16:11 PM
Bozeman City Attorney Signed:7/9/2024 8:16:30 PM
City of Bozeman,Montana
Security Level: Email,Account Authentication Signature Adoption: Pre-selected Style
(None) Using IP Address:69.145.83.100
Electronic Record and Signature Disclosure:
Accepted:7/9/2024 8:16:11 PM
ID:61 a3fc97-5d89-4d03-b927-e27b01 fa5a48
Chuck Winn ED—Si,nedby: Sent:7/9/2024 8:16:32 PM
IIcwinn@bozeman.net 5 .. 9RA4& 9Viewed:7/9/2024 8:42:53 PM
9 Y Manager
Actin City Mana Signed:7/9/2024 8:43:30 PM
City of Bozeman
Signature Adoption: Pre-selected Style
Security Level: Email,Account Authentication
(None) Using IP Address:69.145.83.100
Electronic Record and Signature Disclosure:
Accepted:7/9/2024 8:42:53 PM
ID:f444f225-9785-422e-ad7e-6c1 28abdf5bf
Mike Maas Signed Sent:7/9/2024 8:43:32 PM
mmaas@bozeman.net y Viewed:7/12/2024 8:30:28 AM
City Clerk °4?' Signed:7/12/2024 8:30:44 AM
City of Bozeman
Security Level: Email,Account Authentication
(None)
Using IP Address:69.145.83.100
Signer Events Signature Timestamp
Electronic Record and Signature Disclosure:
Accepted: 1/6/20204:08:14 PM
ID:79370d6f-72a4-4837-866f-9ec31 f00062f
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Jamie Grabinski COPIED Sent:7/12/2024 8:30:45 AM
jrabinski@bozeman.net
Grants Coordinator
City of Bozeman
Security Level: Email,Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Brit Fontenot COPIED Sent:7/12/2024 8:30:46 AM
bfontenot@bozeman.net Viewed:7/12/2024 9:20:27 AM
Brit Fontenot Dir of Econ. Dev.
Security Level: Email,Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted:4/17/2022 11:30:30 AM
ID:f5f70c3f-d4bb-4407-bb99-cfeaa902a03b
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 7/9/2024 8:00:06 PM
Certified Delivered Security Checked 7/12/2024 8:30:28 AM
Signing Complete Security Checked 7/12/2024 8:30:44 AM
Completed Security Checked 7/12/2024 8:30:46 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
Electronic Record and Signature Disclosure created on:7/9/2018 4:06:02 PM
Parties agreed to:Mark Sharpe,Greg Sullivan,Chuck Winn,Mike Maas,Brit Fontenot
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