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HomeMy WebLinkAboutCAPER draft FINAL 11-14-25 CAPER 1 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-05 - Goals and Outcomes Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a) This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year. The City of Bozeman’s first program year award agreement was signed in late December 2024. In the first quarter of 2025, key staff resigned. Both of these events considerably slowed down the deployment of CDBG funds. However, the City was able to make progress on many of the five-year goals laid out in the consolidated plan with collaborative work performed outside the scope of the CDBG grant. Highlights include increasing supportive housing units available to residents living with disabilities, improving housing stability for individuals and households at-risk or currently experiencing homelessness and improving access to community programming to address mental health and addiction. Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals. Goal Category Source / Amount Indicator Unit of Measure Expected – Strategic Plan Actual – Strategic Plan Percent Complete Expected – Program Year Actual – Program Year Percent Complete Critical Community Services Non-Housing Community Development CDBG: $- Public service activities other than Low/Moderate Income Housing Benefit Persons Assisted 500 0 0.00% 100 0 0.00% CAPER 2 OMB Control No: 2506-0117 (exp. 09/30/2021) Increasing and Preserving Housing Options Affordable Housing CDBG: $- Rental units constructed Household Housing Unit 50 0 0.00% 0 0 0.00% Increasing and Preserving Housing Options Affordable Housing CDBG: $- Homeowner Housing Rehabilitated Household Housing Unit 5 0 0.00% 0 0 0.00% Increasing and Preserving Housing Options Affordable Housing CDBG: $- Housing for Homeless added Household Housing Unit 10 0 0.00% 0 0 0.00% Increasing and Preserving Housing Options Affordable Housing CDBG: $- Other Other 0 0 0.00% 1 0 0.00% Planning and Administration Planning and Administration CDBG: $1,769.95 Other Other 1 1 100% 1 1 100.00% Supporting Vulnerable Populations Homeless CDBG: $- Homeless Person Overnight Shelter Persons Assisted 125 0 0.00% 75 0 0.00% Supporting Vulnerable Populations Homeless CDBG: $- Overnight/Emergency Shelter/Transitional Housing Beds added Beds 30 0 0.00% 30 0 0.00% Table 1 - Accomplishments – Program Year & Strategic Plan to Date Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, CAPER 3 OMB Control No: 2506-0117 (exp. 09/30/2021) giving special attention to the highest priority activities identified. The City of Bozeman, while only utilizing a small amount of the allocation from CDBG, has leveraged existing funding and worked in collaboration with community partners to make progress on the housing goals outlined in the consolidated plan. In particular the City has utilized Urban Renewal funds, LIHTC funding, Community Impact funds and general funds to maintain momentum around housing efforts. The City continues to work with the Regional Housing Coalition to inform and shape strategies to address housing needs. Of note is the opening of the communities first purpose-built homeless shelter, Homeward Point, which put the community in position to address the issue of unhoused community members for the foreseeable future. The jurisdiction has a plan and a project to support emergency and transitional housing units in program year 2. CAPER 4 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted). 91.520(a) CDBG White 0 Black or African American 0 Asian 0 American Indian or American Native 0 Native Hawaiian or Other Pacific Islander 0 Total 0 Hispanic 0 Not Hispanic 0 Table 2 – Table of assistance to racial and ethnic populations by source of funds Narrative Currently, we do not have data to describe the families assisted by CDBG in any detail, including the racial and ethnic status of families assisted. CAPER 5 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-15 - Resources and Investments 91.520(a) Identify the resources made available Source of Funds Source Resources Made Available Amount Expended During Program Year CDBG public - federal $325,859 $1,769.95 Table 3 - Resources Made Available Narrative While the City has only spent CDBG funds on planning and administration, significant effort to lay the groundwork for implementation of the consolidated plan in program year two has been undertaken. The Regional Housing Coalition hosts a subcommittee called the Unhoused to Housed Initiative (a committee with representation from homeless service providers and City and County officials and personnel) that assesses service gaps and develops regional strategies and priorities to address homelessness. HRDC, as the ESG grantee determines how to allocate ESG funds, develop performance standards, evaluate outcomes, develop funding, policies, and procedures for the administration of HMIS. The City meets with HRDC on a monthly basis to discuss issues such as homelessness, transitional housing, rapid rehousing, permanent supportive housing, navigation services, and first-time homebuyer education. The City also supports HRDC’s year-round shelter. Identify the geographic distribution and location of investments Target Area Planned Percentage of Allocation Actual Percentage of Allocation Narrative Description Citywide 100% 100% Citywide Table 4 – Identify the geographic distribution and location of investments Narrative For the planning and administration efforts completed with CDBG funding, the geographic distribution was Citywide. CAPER 6 OMB Control No: 2506-0117 (exp. 09/30/2021) Leveraging Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan. The City of Bozeman has only utilized a small amount of CDBG funds in year 1 for program administration. For this reporting period, we have not yet leveraged the federal funds for additional investment. CAPER 7 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-20 - Affordable Housing 91.520(b) Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served. One-Year Goal Actual Number of Homeless households to be provided affordable housing units 0 0 Number of Non-Homeless households to be provided affordable housing units 0 0 Number of Special-Needs households to be provided affordable housing units 0 0 Total 0 0 Table 5 – Number of Households One-Year Goal Actual Number of households supported through Rental Assistance 0 0 Number of households supported through The Production of New Units 0 0 Number of households supported through Rehab of Existing Units 0 0 Number of households supported through Acquisition of Existing Units 0 0 Total 0 0 Table 6 – Number of Households Supported Discuss the difference between goals and outcomes and problems encountered in meeting these goals. Per AP-55 Affordable Housing -91.220 (g), projects in the first program year action plan focused on public services and emergency and transitional housing facilities. The City did not establish goals for households supported through rental assistance, production of new units, rehab of existing units, or acquisition of existing units. Progress was made on the goals outlined in the consolidated plan for emergency and transitional housing, however, the majority of the work was done outside the scope of the CDBG grant and therefore reportable progress on the goals within the plan are limited. CAPER 8 OMB Control No: 2506-0117 (exp. 09/30/2021) Discuss how these outcomes will impact future annual action plans. Deployment of additional CDBG grant funding will begin in year two and will build on the community-level progress made outside of the scope of the CDBG grant in year one. Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity. Number of Households Served CDBG Actual HOME Actual Extremely Low-income 0 0 Low-income 0 0 Moderate-income 0 0 Total 0 0 Table 7 – Number of Households Served Narrative Information The lack of accessible and affordable housing units disproportionately impacts low and extremely low-income households and families. Due to the lack of affordable units available, residents are finding it more challenging to actually utilize the voucher even if they secure one. While data indicate that rental market vacancies are easing, constrained rental supply and inflation are disproportionately impacting low-income households from finding affordable housing and affording basic needs compared to the population at large. While no CDBG funds were used to serve these population in the current funding year, it is the intent to use the funds to meet the housing needs of these households in program year two. CAPER 9 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through: Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs The City has a partnership with local non-profits to conduct outreach to individuals experiencing homelessness. While the City has no reportable results for the CDBG grant, efforts to conduct outreach to individuals and assess their individual needs are ongoing. Addressing the emergency shelter and transitional housing needs of homeless persons As referenced earlier in the report, the City was a partner in getting the new purpose-built homeless shelter, Homeward Point, finished and open to meet the needs of people currently experiencing homelessness and connect them with transitional housing opportunities. This work was conducted outside of the scope of the CDBG grant. Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs Ongoing efforts to provide off-ramps from homelessness have been undertaken by the City and partners. One example is the effort undertaken by City partners to provide “medical respite” for people being discharged from the hospital to the shelter. This work is ongoing and falls outside of the reporting for the CDBG grant but represents progress on the deliverables outlined in the consolidated plan. Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again As stated earlier in the report, the amount of funds used from the CDBG are limited but the CAPER 10 OMB Control No: 2506-0117 (exp. 09/30/2021) City’s work along with partners to assist individuals and families transition from homelessness to stable housing is ongoing. Efforts include investments in emergency and transitional housing, enhanced efforts to connect housing unstable families with diversion programming and increasing the availability of mental health programming. CAPER 11 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-30 - Public Housing 91.220(h); 91.320(j) Actions taken to address the needs of public housing The City works with the Regional Housing Coalition (a Coalition of housing providers, developers, the business community, and local government) to inform and shape priorities and strategies to address housing needs. The City of Bozeman and Gallatin County do not have a public housing authority. The Human Resource Development Council of District IX, Inc. (HRDC) has acted as a public housing authority for the City and County since 1995. Actions taken to encourage public housing residents to become more involved in management and participate in homeownership The City of Bozeman does not have its own public housing authority. Actions taken to provide assistance to troubled PHAs The City of Bozeman does not have its own public housing authority. CAPER 12 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) No actions have been taken to address policies that serve as barriers to affordable housing in this grant period. However, the consolidated plan does include an anti-poverty strategy. This strategy includes jurisdictional goals to reduce housing instability by developing coordinated efforts, including policy, to address homelessness and housing instability in the Bozeman area. The City understands the importance of policy work and, as the grant proceeds, will thoroughly review and consider policy changes that could serve to improve the housing environment for people affected by housing instability. Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The City has supported the food bank and Homeward Point. The City has also provided subsidies to schools and childcare programs to increase capacity. Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The City has not entered into any agreements with subrecipients during this program year. As stated in the Con Plan, when the City enters into any agreements with subrecipients, there will be lead-based paint regulations language in the agreement that stipulate compliance with the CFR. Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) No actions within the scope of the CDBG grant were taken in this grant period. The consolidated plan does include an anti-poverty strategy aimed at reducing poverty in the community. Strategies include increasing housing access, improving career opportunities and providing comprehensive skill development starting with childcare and continuing through higher education. Actions taken to develop institutional structure. 91.220(k); 91.320(j) While the City did not use CDBG funds to address the institutional structure, staff participated in the Regional Housing Coalition meetings and attended the annual Montana Housing Partnership Conference. Additionally, the City supported the opening of HRDC’s year-round homeless shelter, Homeward Point and provides ongoing support for the Gallatin Valley Food Bank. CAPER 13 OMB Control No: 2506-0117 (exp. 09/30/2021) Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j) City staff attended Regional Housing Coalition meetings and attended the annual Montana Housing Partnership Conference. Additionally, City staff held meetings with providers of eviction prevention legal services. Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) While these activities fall outside of the scope of the CDBG grant, the City has been working on updating the Unified Development Code which is aiming to align development regulations with priorities around affordable housing. The City has also attended meetings to the Regional Housing Coalition that addresses housing instability and homelessness. CAPER 14 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-40 - Monitoring 91.220 and 91.230 Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements. During program year one, the City did not engage in any subrecipient agreements to monitor. The City is currently refining the Subrecipient Monitoring plan. Citizen Participation Plan 91.105(d); 91.115(d) Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports. The City advertised in the newspaper of general circulation for two weeks for public comment on the performance report. It also posted the notice on the City of Bozeman website https://www.bozeman.net/ and https://weblink.bozeman.net/WebLink/DocView.aspx?id=307160&dbid=0&repo=BOZEMAN&cr=1 for review and comment. CR-45 - CDBG 91.520(c) Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences. None Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants? Not applicable. [BEDI grantees] Describe accomplishments and program outcomes during the last year. Not applicable. CAPER 15 OMB Control No: 2506-0117 (exp. 09/30/2021) CR-58 – Section 3 Identify the number of individuals assisted and the types of assistance provided Total Labor Hours CDBG HOME ESG HOPWA HTF Total Number of Activities 0 n/a n/a n/a n/a Total Labor Hours 0 n/a n/a n/a n/a Total Section 3 Worker Hours 0 n/a n/a n/a n/a Total Targeted Section 3 Worker Hours 0 n/a n/a n/a n/a Table 8 – Total Labor Hours Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers 0 n/a n/a n/a n/a Outreach efforts to generate job applicants who are Other Funding Targeted Workers. 0 n/a n/a n/a n/a Direct, on-the job training (including apprenticeships). 0 n/a n/a n/a n/a Indirect training such as arranging for, contracting for, or paying tuition for, off-site training. 0 n/a n/a n/a n/a Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching). 0 n/a n/a n/a n/a Outreach efforts to identify and secure bids from Section 3 business concerns. 0 n/a n/a n/a n/a Technical assistance to help Section 3 business concerns understand and bid on contracts. 0 n/a n/a n/a n/a Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns. 0 n/a n/a n/a n/a Provided or connected residents with assistance in seeking employment including: drafting resumes,preparing for interviews, finding job opportunities, connecting residents to job placement services. 0 n/a n/a n/a n/a Held one or more job fairs. 0 n/a n/a n/a n/a Provided or connected residents with supportive services that can provide direct services or referrals. 0 n/a n/a n/a n/a Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation. 0 n/a n/a n/a n/a Assisted residents with finding child care. 0 n/a n/a n/a n/a Assisted residents to apply for, or attend community college or a four year educational institution. 0 n/a n/a n/a n/a Assisted residents to apply for, or attend vocational/technical training. 0 n/a n/a n/a n/a Assisted residents to obtain financial literacy training and/or coaching. 0 n/a n/a n/a n/a Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns. 0 n/a n/a n/a n/a Provided or connected residents with training on computer use or online technologies. 0 n/a n/a n/a n/a Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses. 0 n/a n/a n/a n/a Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act. 0 n/a n/a n/a n/a Other. 0 n/a n/a n/a n/a Table 9 – Qualitative Efforts - Number of Activities by Program CAPER 16 OMB Control No: 2506-0117 (exp. 09/30/2021) Narrative The City made progress on many of the five-year goals laid out in the consolidated plan with collaborative work performed outside the scope of the CDBG grant. Since we did not engage in any subrecipient agreements or perform activities outside of planning and administration, we do not have economic opportunities to report this CAPER cycle.