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HomeMy WebLinkAbout03-03-2026- City Commission Agendas & Packet MaterialsA. Call to Order - 6:00 PM - Commission Room, City Hall, 121 North Rouse B. Pledge of Allegiance and a Moment of Silence or Mindfulness C. Changes to the Agenda D. FYI E. Commission Disclosures F. Consent F.1 Accounts Payable Claims Review and Approval (Edwards) F.2 Authorize City Manager to Ratify the MT Department of Natural Resources and Conservation (DNRC) Grant Award Agreement for Branch Out Bozeman: Volunteer Planting Sites and Voucher Program -Round Two.(Grabinski) THE CITY COMMISSION OF BOZEMAN, MONTANA REGULAR MEETING AGENDA Tuesday, March 3, 2026 How to Participate: If you are interested in commenting in writing on items on the agenda please send an email to comments@bozeman.net or visit the Public Comment Page prior to 12:00 p.m. on the day of the meeting. At the direction of the City Commission, anonymous public comments are not distributed to the City Commission or staff. Public comments will also be accepted in-person and through video conference during the appropriate agenda items but you may only comment once per item. As always, the meeting will be recorded and streamed through the Commission's video page and available in the City on cable channel 190. For more information please contact the City Clerks' Office at 406.582.2320. This meeting will be held both in-person and also using an online video conferencing system. You can join this meeting: Via Video Conference: Click the Register link, enter the required information, and click submit. Click Join Now to enter the meeting. Via Phone: This is for listening only if you cannot watch the stream, channel 190, or attend in- person United States Toll +1 669 900 9128 Access code: 933 7244 1920 1 F.3 Authorize the City Manager to Sign a Construction and Maintenance Agreement with the Montana Department of Transportation for the Surface Transportation Program - Urban (STPU) Kagy Boulevard - South 19th Avenue to Willson Avenue Project(Ross) F.4 Confirm Stormwater Program Specialist, Frank Greenhill's, Appointment to the Gallatin Local Water Quality District Board(Maas) G. Public Comment on Non-agenda Items Falling Within the Purview and Jurisdiction of the Commission H. Special Presentation H.1 Special Presentation on Changes to the Wireless Code provisions in the Bozeman Municipal Code(Giuttari) H.2 MSU Strategic Plan Outreach(Dean Adams) I. Action Items I.1 Resolution Establishing the Cash-in-Lieu Amount Under the City's Affordable Housing Ordinance.(Fine) I.2 Resolution Adding Ex-Officio MSU Members to Certain City Boards (Winn) I.3 Resolution Adopting 2026-2027 City Commission Priorities (Morrison and Winn) J. FYI / Discussion K. Adjournment This is the time to comment on any matter falling within the scope of the Bozeman City Commission. There will also be time in conjunction with each agenda item for public comment relating to that item but you may only speak once per topic. Please note, the City Commission cannot take action on any item which does not appear on the agenda. All persons addressing the City Commission shall speak in a civil and courteous manner and members of the audience shall be respectful of others. Please state your name, and state whether you are a resident of the city or a property owner within the city in an audible tone of voice for the record and limit your comments to three minutes. Written comments can be located in the Public Comment Repository. Consider the Motion: I move to adopt the Resolution. Consider the Motion: I move to adopt the Resolution Adding Ex-Officio MSU Members to Certain City Boards Consider the Motion: I move to adopt the Resolution Approving the 2026-2027 City Commission Priorities City Commission meetings are open to all members of the public. If you have a disability that requires assistance, please contact our ADA Coordinator, David Arnado, at 406.582.3232. Commission meetings are televised live on cable channel 190 and streamed live on our Meeting Videos Page. 2 Memorandum REPORT TO:City Commission FROM:Serena Axelson, Accounts Payable Clerk Rhonda Edwards, Accounts Payable Clerk Aaron Funk, City Controller Melissa Hodnett, Finance Director SUBJECT:Accounts Payable Claims Review and Approval MEETING DATE:March 3, 2026 AGENDA ITEM TYPE:Finance RECOMMENDATION:The City Commission is recommended to make a motion and approve payment of claims as presented. STRATEGIC PLAN:7.5. Funding and Delivery of City Services: Use equitable and sustainable sources of funding for appropriate City services, and deliver them in a lean and efficient manner. BACKGROUND:Montana Code Annotated, Section 7-6-4301 requires claims to be presented to the City Commission within one year of the date the claims accrued. Claims presented to the City Commission under this item have been reviewed and validated by the Finance Department. The Department has ensured that all goods and services have been received along with necessary authorizations and supporting documentation. Please provide approval for checks dated March 4, 2026. UNRESOLVED ISSUES:None ALTERNATIVES:The City Commission could decide not to approve these claims or a portion of the claims presented. This alternative is not recommended as it may result in unbudgeted late fees assessed against the City. FISCAL EFFECTS:The total amount of the claims to be paid is presented at the bottom of the Expenditure Approval List posted on the City’s website at https://www.bozeman.net/departments/finance/purchasing. Report compiled on: August 21, 2024 3 Memorandum REPORT TO:City Commission FROM:Jamie Grabinski, Grants Coordinator Aaron Funk, Controller Melissa Hodnett, Finance Director SUBJECT:Authorize City Manager to Ratify the MT Department of Natural Resources and Conservation (DNRC) Grant Award Agreement for Branch Out Bozeman: Volunteer Planting Sites and Voucher Program -Round Two. MEETING DATE:March 3, 2026 AGENDA ITEM TYPE:Grant RECOMMENDATION:Authorize City Manager to Ratify the MT Department of Natural Resources and Conservation (DNRC) Grant Award Agreement for Branch Out Bozeman: Volunteer Planting Sites and Voucher Program -Round Two. STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other public agencies and build on these successes. BACKGROUND:The City's Forestry Division began partnering with the Gallatin Watershed Council on tree planting projects in 2021. This quickly developed into annual volunteer events and the creation of Branch Out Bozeman: Urban Forest Network (B.O.B.). In an effort to provide a healthy and resilient urban forest for all community members, B.O.B. seeks to increase Bozeman's tree canopy to its full potential, and to develop tools that guide the community to strategically plant trees in priority areas. The Forestry Division was awarded $20,000 in grant funds in 2024 under the Inflation Reduction Act (IRA) (distributed at the state level by MT Dept of Natural Resources). A second year of IRA funds were made available in 2025 and the City’s application was recently awarded in December 2025. This funding allows for the purchase of 40 additional trees to be planted during community volunteer events, allowing for increased canopy in our park spaces. It also funds the distribution of (50) $100 vouchers to offset the cost of tree planting on private properties, with a focus on appropriate large-growing canopy trees to increase cooling shade for lawns and homes. Administrative assistance for this project is offered by Gallatin Watershed Council and also funded by the grant. These efforts will take place within neighborhoods recognized by the federal Climate and Economic Justice Screening Tool for climate disadvantaged areas. 4 UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by Commission. FISCAL EFFECTS:Tree planting and voucher efforts are entirely dependent on this grant funding. If it were not available, these projects would not take place regardless of fiscal year or Forestry budget. Attachments: UCF-24-323_Bozeman.pdf Report compiled on: February 19, 2026 5 FY26 DNRC Forestry Subaward Page 1 of 13 Subaward Agreement Number: UCF-24-323 Maximum Award Amount Available: $ 20,000.00 Source of Funds: Federal Award FY24 IRA-UCF Federal Assistance Listing Number: 10.727, Inflation Reduction Act Urban & Community Forestry Program Federal Award Identification: USDA USFS Grant # 23-DG-11010000-031 Inflation Reduction Act-Urban & Community Forestry State Allocations; executed on 7/27/2023, from the United States Department of Agriculture (USDA) – Forest Service (USFS) Federal Authority: Cooperative Forestry Assistance Act, P.L. 95-313 as amended,16 USC 2105 and Public Law 117-169, Subtitle D, Section 23003(a) DNRC Funding Pass-Through Org: 5114823 Fund: 03160 Subclass: 555YT Expiration: See Section 2.1, Period of Performance Approvals Drafter Program Fiscal Legal KT AA LP MP SUBRECIPIENT Name: City of Bozeman Federal Tax ID #: 81-6001238 UEI: EEAPKALAEM35 Address: 121 N Rouse Ave City, State, Zip+4: Bozeman, MT 59715 This Subaward Agreement, hereinafter referred to as “Subaward”, is accepted by City of Bozeman, hereinafter referred to as the “Subrecipient”, according to the following terms and conditions. The purpose of this Subaward is to establish mutually agreeable terms and conditions, specifications, and requirements to grant funds to the Subrecipient. SUBAWARD AGREEMENT between CITY OF BOZEMAN and the MONTANA DEPARTMENT OF NATURAL RESOURCES AND CONSERVATION Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 672 FY26 DNRC Forestry Subaward Page 2 of 13 SECTION 1. PROGRAM PROVISIONS This Subaward is offered by the Urban and Community Forestry Program of the Montana Department of Natural Resources and Conservation, Forestry and Trust Lands Division, hereinafter referred to as “DNRC”. This Subaward, awarded and administered by the DNRC using grant funds awarded by the USFS, is consistent with the policies, procedures, objectives, and intent of the listed Federal Authority and of the Urban and Community Forestry (UCF) Inflation Reduction Act grant program. The federal program has location requirements for project activities. Projects must take place entirely within disadvantaged communities as identified in the Climate and Economic Justice Screen Tool (CEJST) or the EPA Environmental Justice and Screening Mapping Tool (EJScreen), as shown in the Montanan Urban and Community Forestry Grant Tool. Projects must benefit communities through eligible UCF program activities such as, but not limited to, urban wood utilization, urban food forests, extreme heat mitigation and workforce development. SECTION 2. PROJECT TERMS Project Name: Branch Out Bozeman: Volunteer Planting Sites and Voucher Program - Round Two 2.1 PERIOD OF PERFORMANCE. This Subaward is effective on the Start Date. Subrecipient shall have until the Termination Date to complete the project and work described in the Project Scope. Start Date: Date of Last Signature Termination Date: September 30, 2027 2.2 AGREEMENT EXTENSION. This Subaward may, upon mutual written agreement between the parties, be extended. The DNRC may allow an extension for completion upon request and showing of good cause by the Subrecipient. Good cause is defined as external factors preventing the Subrecipient from completing the work, including, but not limited to, pandemic, inadequate staff, construction, hazard trees or other barriers on project site(s), and extensive and prolonged inoperable weather conditions. A request for extension should be submitted in writing no less than thirty (30) days prior to the Termination Date if an extension is to be considered by the DNRC. Any extension will require mutual written agreement between the Subrecipient and the DNRC in the form of an Amendment as provided for below in Section 4.7, Assignment and Amendment. 2.3 PROJECT SCOPE. (a.) Supporting Documents/attachments. The Approved Project Proposal for this Subaward to the Subrecipient is attached as Appendix B, which is incorporated herein by reference. Appendix B describes the specific project activities to be performed upon municipal lands by the subrecipient in or near, the community of Bozeman, Montana. In the event content in Appendix B, the approved project proposal differs from or is in conflict with terms presented elsewhere in the Subaward, the Subaward text takes precedence. Additionally, Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 773 FY26 DNRC Forestry Subaward Page 3 of 13 the Subrecipient must fulfill the terms specified in Appendix C, Additional Requirements to Proposal, which is attached hereto and incorporated herein by reference. (b.) The Subrecipient must use the proceeds provided pursuant to this Subaward to perform allowable activities identified in the Approved Project Proposal. The key outcomes of this project are: continuation of 2024 IRA award by planting approximately 40 trees in parks and boulevards and provide up to 50 tree vouchers for $100 off the purchase of a tree to landowners in disadvantaged areas. 2.4 PROJECT BUDGET. The Subaward budget period runs concurrently with the Period of Performance. Subaward funds are allocated to the following budget categories: Project Funding Summary: Direct Costs Subrecipient salary/wages/benefits $3,220.00 Operating Expenses $11,000.00 Payments to Landowners (Beneficiaries) $ Contracted Services $5,780.00 Subtotal – Direct Costs $20,000.00 Indirect Costs (waived) $ Total Subaward Amount $20,000.00 Match Required (None) $ Total Project Funding: $20,000.00 Total payment for all purposes under this Subaward shall not exceed Twenty Thousand and no/100 Dollars ($20,000.00). No match is required. The Subrecipient may transfer up to ten percent (10%) of the Total Subaward Amount between Direct Costs budget categories as needed to complete the project. The Subrecipient must notify the DNRC of such transfers. Transfers between budget categories in excess of ten percent (10%) of the Subaward amount must be requested by the Subrecipient, approved by the DNRC, and documented in an amendment to the Subaward. The indirect cost rate is shown above, expressed as a percentage of indirect costs to direct costs. Unless the rate has been formalized in a Negotiated Indirect Cost Rate Agreement (NICRA) between the Subrecipient and its cognizant federal agency, the rate shown above is hereby approved by the DNRC for the term of this Subaward and may not be changed except via written amendment. Revenue, defined here as gross income earned through project activities minus costs borne by the Subrecipient to earn the income, such as the sale of trees for cost-share planting, must be declared to the DNRC prior to the request of the final disbursement of funds. If the DNRC determines the revenue to be program income (PI), DNRC will direct the Subrecipient to handle PI in one or more of the following ways. (a) The PI may be incorporated into the project and used to meet a matching requirement of the Subaward; the amount of the federal funds Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 874 FY26 DNRC Forestry Subaward Page 4 of 13 awarded remains the same. (b) The PI may be incorporated into the project and used to increase the scope and/or scale of work completed. Increase in completed activities as described in Section 2.3, Project Scope will be commensurate with value of PI; the amount of the federal funds awarded remains the same. (c) The PI may be retained by the Subrecipient, and the value deducted from total allowable costs to determine the net allowable costs available under the Subaward; the amount of the federal funds awarded will decrease at 1:1. (d) The PI may be handled by the Subrecipient in a manner required by state statute, rule, or regulation. When procuring goods or services with Subaward funds, the Subrecipient must follow applicable procurement procedures, found in 2 CFR 200 §§ 200.317 – 200.327 of the Uniform Administrative Requirements, Cost Principles, And Audit Requirements For Federal Awards. 2.5 DISBURSEMENTS. Subrecipient shall submit claims for disbursement of Subaward funds using the “Request for Disbursement of DNRC Grant Funds / Financial Status Report” (Request) form, attached hereto as Appendix D and incorporated herein by reference. Documentation of reimbursable costs incurred and paid must be submitted with the request. Documentation may include, but is not limited to, itemized receipts, vendor invoices, inspection certificates, transaction ledgers or other financial reports that clearly show expenditures, payroll records, copies of checks, bank statements, and other forms of proof of payment. The DNRC will determine whether documentation submitted adequately supports the disbursement request and may require additional documentation before approving payment. Reimbursement of Subrecipient’s expenditures will only be made for expenses included in the Approved Project Proposal, that are clearly and accurately supported by the Subrecipient's records. The Subrecipient may request an advance on available funds. In order to be eligible to receive an advance payment, Subrecipient must maintain written procedures that minimize the time elapsing between the transfer of funds and their disbursement. The timing and amount of advance payments must be as close as is administratively feasible to the actual disbursements of funds by Subrecipient. The request for an advance of funds must indicate how Subrecipient intends to spend the funds. After advanced funds are disbursed by Subrecipient (i.e., anticipated expenses are actually paid), Subrecipient must submit documentation to DNRC within 30 days demonstrating proof of payment, identical to that required for reimbursements above. If Subrecipient receives an advance payment, and Subrecipient subsequently requests a reimbursement payment, Subrecipient must clearly demonstrate how the advanced funds were spent before DNRC will approve Subrecipient’s request for reimbursement of additional expenses. Any funds advanced, but not spent, or whose expenditure is not adequately documented, must be returned to the DNRC upon demand. Subrecipient should seek timely reimbursement of claimed costs incurred under this Subaward. A minimum of one Request must be submitted annually to the DNRC. The annual period begins on the Subaward effective date. In the event no reimbursable costs are incurred in an annual period, a Request for zero dollars ($0.00) listing current Subaward balances should be submitted to the DNRC. Request for final disbursement of Subaward funds is due no later than 30 days following the Subaward termination date. The DNRC may withhold up to ten percent (10%) of the total authorized Subaward amount until both the project tasks (outlined in Section 2.3 and Appendix B) and the Final Report (required by Section 2.6) are completed by the Subrecipient and approved by the DNRC. 2.6 REPORTS. Subrecipient shall immediately notify the DNRC of developments that Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 975 FY26 DNRC Forestry Subaward Page 5 of 13 significantly impact the activities supported under this Subaward. Notification must be given in the case of problems, delays, or adverse conditions that materially impair the ability of the Subrecipient to meet the objectives of the Subaward. The notification must include a statement on action taken or contemplated, and any assistance needed to resolve the situation including requests for scope and/or timeline modifications as provided for below in Section 4.7, Assignment and Amendment. Semiannual progress reports for the periods ending each June and December must be submitted to the DNRC during the period of performance of this Subaward. Reports will provide status information for each project implementation objective. Project status information should include, at a minimum, the percentage completed, costs incurred, and projected completion date. Semiannual reports must be submitted to the DNRC by the last day of the next month following the close of the reporting period. The first period closes June 30, 2026, and the report is due on or before July 31, 2026. The DNRC will review reports for completeness and accuracy and will notify the Subrecipient if changes are necessary. No claims for disbursements will be honored by the DNRC until complete, accurate semiannual reports have been submitted by the Subrecipient. A worksheet for Semiannual Report content development is attached hereto as Appendix E and incorporated herein by reference. A Final Report that details the project status, results, accomplishments, and financial status will be submitted to the DNRC by the Subrecipient for approval upon project completion. Final reports are due no later than 30 days following the Subaward termination date. Final disbursement of Subaward funds is contingent upon the DNRC’s receipt and approval of the following documents: 1) Final Request for Disbursement, 2) DNRC Regional Urban Forester Project Inspection Form, and 3) Final Report. 2.7 METHOD OF SUBMISSION. Entry in the Submittable Grant Management System (GMS) is the required method to submit: all claims for disbursement of Subaward funds as described in Section 2.5 Disbursements; and all reports as described in Section 2.6 Reports. The DNRC will provide links to forms within the GMS to complete these processes during the Period of Performance. The DNRC is not responsible for the receipt and processing of reports or disbursement requests submitted via an alternative method. If the required method of submission changes during the Period of Performance of the Subaward, the DNRC will provide thirty (30) days’ notice in writing. SECTION 3. INSURANCE TERMS 3.1 WORKER'S COMPENSATION. The Subrecipient, its employees and contractors, are not covered by the DNRC’s Workers' Compensation Insurance. The Subrecipient is responsible for making sure that it and its employees are covered by Workers’ Compensation Insurance and that its contractors are in compliance with the coverage provisions of the Workers’ Compensation Act. 3.2 INDEMNITY AND LIABILITY (HOLD HARMLESS / INDEMNIFICATION). Subrecipient agrees to be financially responsible for any audit exception or other financial loss to the DNRC and the State of Montana which occurs due to negligence, intentional Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1076 FY26 DNRC Forestry Subaward Page 6 of 13 acts, or failure by Subrecipient and/or its agents, employees, subcontractors, or representatives to comply with the terms of this Subaward. Subrecipient hereby agrees to defend, indemnify, and hold harmless the DNRC and the State of Montana and its agents from and against any and all claims, demands, or actions for damages to property or injury to persons or other damage to persons or entities arising out of, or resulting from the performance of this Subaward or the results of this Subaward, provided such damage to property or injury to persons is due to the negligent act or omission, recklessness, or intentional misconduct of Subrecipient or any of its employees and agents. This Subaward is not intended to relieve a liable party of financial or legal responsibility. 3.3 INSURANCE REQUIREMENTS. General Requirements. The Subrecipient shall maintain for the duration of this Subaward, at its cost and expense, liability insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work by the Subrecipient, agents, employees, representatives, assigns, or subcontractors. This insurance shall cover such claims as may be caused by any negligent act or omission of the Subrecipient or its officers, agents, representatives, assigns or subcontractors. Specific Requirements for General Liability. The Subrecipient shall purchase and maintain occurrence coverage with minimum combined single limits for bodily injury, personal injury, and property damage of $1,000,000 per occurrence and $2,000,000 aggregate per year, or as established by statutory tort limits of $750,000 per claim and $1,500,000 per occurrence as provided by a self-insurance pool insuring counties, cities, or towns, as authorized under Section 2-9-211, MCA. SECTION 4. DNRC GENERAL TERMS AND CONDITIONS 4.1 DNRC's ROLE. The DNRC will monitor project expenditures for payment eligibility. The DNRC assumes no responsibility for the Subrecipient's obligation to faithfully perform the tasks and activities required by this Subaward. The DNRC assumes no responsibility for verifying the right of the Subrecipient to conduct project activities on properties included in the Subaward project. The Subrecipient is responsible for obtaining all appropriate permissions to conduct activities. In the event content in the approved project proposal differs from or conflicts with terms presented elsewhere in the Subaward, the Subaward text takes precedence. The Subrecipient may contact the DNRC's Program Representative, identified in Section 6. Principal Contacts and Authorizations, for guidance related to administration of the terms of this Subaward. The Subrecipient may contact the Technical Specialist if one is listed in Section 6. Principal Contacts and Authorizations, for assistance with project execution. The roles and responsibilities of the technical specialist include but are not limited to, providing technical assistance to the Subrecipient to achieve intended outcomes of the project; conducting reviews of project plans, activities, and accomplishments upon request of the Subrecipient or as often as deemed necessary by the DNRC; and assisting the Subrecipient in complying with Montana’s Forest Practices Laws and voluntary Best Management Practices in the course of carrying out Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1177 FY26 DNRC Forestry Subaward Page 7 of 13 project activities. If no Technical Specialist is listed, the Subrecipient may contact the Program Representative to provide these services. 4.2. AVAILABILITY OF SUBAWARD FUNDS. The Subrecipient acknowledges and understands that Subaward funds become available based on federal awards to the DNRC. Costs incurred by the Subrecipient or any beneficiary prior to this Subaward are not eligible for reimbursement but may be counted as match funds upon prior written approval by the DNRC. The commitment by the DNRC to expend money is contingent upon the DNRC receiving funds under the federal award. No liability shall accrue to the DNRC or its officials in the event such funds are not appropriated or issued as authorized in the federal award. The DNRC may, at its sole discretion, issue a temporary stop-work order, reduce the scope of project activities, or terminate this Subaward if appropriated funding is reduced or unavailable for any reason. The DNRC will provide the Subrecipient as much notice as possible if a work stoppage, reduction in scope, or termination is determined to be necessary due to the unavailability of funds. Until the DNRC notifies the Subrecipient that obligated funds are unavailable, the DNRC will continue to comply with the terms of this Subaward, including the disbursement of funds for eligible expenses incurred by the Subrecipient up to the specified date and time provided in a written notice. 4.3 RECORDS AND AUDITS. The Subrecipient must maintain appropriate and adequate records showing complete entries of all receipts, disbursements, and other transactions relating to this Subaward for three (3) years after the later of either the final Subaward payment or the termination of this Subaward. The DNRC, the Montana Legislative Audit Division, or the Montana Legislative Fiscal Division may, at any reasonable time, audit all records, reports, and other documents that the Subrecipient maintains under or during the course of this Subaward to ensure compliance with all terms and conditions of the Subaward. During the period of performance and extending after this Subaward is terminated and closed, the DNRC reserves the right to disallow and recover an appropriate amount after fully considering any recommended disallowances resulting from an audit or other review. 4.4 PROJECT MONITORING AND ACCESS FOR INSPECTION AND MONITORING. The DNRC or its agents may monitor and inspect all phases and aspects of the Subrecipient’s performance to determine compliance with this Subaward, including but not limited to the adequacy of records and accounts, project progress and accomplishments, and adherence to any project specifications. The Subrecipient shall accommodate requests for the DNRC access to sites and records with due consideration for safety, private property rights, and convenience of everyone involved. Inadequate accommodation of requests, as determined by the DNRC, may be viewed as a failure to comply as outlined in Section 4.9. 4.5 EMPLOYMENT STATUS. The DNRC is not an owner or general contractor for the project. The DNRC does not control the work activities or worksite of the Subrecipient or any contractors that might be engaged by the Subrecipient for completion of the project. The Subrecipient is independent from and is not an employee, officer, or agent of the DNRC. The Subrecipient shall ensure that all its employees complete the I-9 form to certify they are eligible for lawful employment under the Immigration and Nationality Act (8 U.S.C. 1324(a)). The Subrecipient shall comply with regulations regarding certification and retention of the completed forms. Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1278 FY26 DNRC Forestry Subaward Page 8 of 13 4.6 COPYRIGHTING AND GOVERNMENT RIGHT TO USE. The Subrecipient is granted sole and exclusive right to copyright any publications developed with funding provided under this subaward. The State of Montana and the USFS reserve a royalty-free, nonexclusive, and irrevocable right to reproduce, publish, or otherwise use, and to authorize others to use the work for government purposes. This provision includes any right of copyright to which the Subrecipient purchases ownership with any federal contributions. No original text or graphics produced by the State of Montana or the USFS shall be copyrighted. 4.7 ASSIGNMENT AND AMENDMENT. The Subrecipient may not assign or transfer any portion of this Subaward without the DNRC’s express written consent. Amendments will be in writing, signed by both parties, and attached as an integral component of this Subaward. This Subaward may be terminated by the mutual written consent of both parties. If this Subaward is terminated, the Subrecipient may not submit claims for reimbursement for costs incurred beyond the mutually agreed to termination date. 4.8 COMPLIANCE WITH APPLICABLE STATE AND LOCAL LAWS. All work performed under this Subaward must fully comply with all applicable federal, state, and local laws, rules, and regulations, including but not limited to, the Montana Human Rights Act. Any subletting or subcontracting by the Subrecipient subjects subcontractors to the same provision. In accordance with 49-3-207, MCA, the Subrecipient agrees that the hiring of persons to perform this Subaward will be made on the basis of merit and qualifications and without discrimination based upon race, color, religion, creed, political ideas, sex, age, marital status, physical or mental disability, or national origin of the persons performing this Subaward. It shall be the Subrecipient's responsibility to obtain all permits, licenses, or authorizations that might be required from government authorities for completion of the project. Procurement of labor, services, supplies, materials and equipment shall be conducted according to applicable federal, state, and local statutes. The DNRC’s signature on this Subaward does not guarantee the approval or issuance of any permits, licenses, or any other form of authorization to take action for which the Subrecipient must apply with the DNRC or any other government entity and submit to the DNRC to fulfill the terms of this Subaward. 4.9 FAILURE TO COMPLY. If the Subrecipient fails to comply with the terms and conditions of this Subaward, the DNRC may terminate this Subaward and/or refuse additional disbursements of subaward funds and/or take legal action to recover disbursed subaward funds. Such termination will become a consideration in the DNRC’s evaluation of future applications for subawards. 4.10 MONTANA LAW AND VENUE. Any action or judicial proceeding for enforcement of the terms of this Subaward shall be instituted only in the courts of Montana and shall be governed by the laws of Montana. Venue shall be in the First Judicial District, Lewis and Clark County, Montana. SECTION 5. FEDERAL FUNDING SOURCE TERMS AND CONDITIONS 5.1 COMPLIANCE WITH APPLICABLE LAWS. (a.)The Subrecipient must comply with the requirements of the Federal Office of Management and Budget (OMB) guidance in subparts A through F of 2 CFR Part 200, Uniform Administrative Requirements, Cost Principles, And Audit Requirements For Federal Awards, as adopted and supplemented by the USDA in 2 CFR Part 400. These regulations are available online at the following website: www.ecfr.gov. This includes applicable procurement procedures covered in 2 CFR 200 §§ 200.317 – 200.327. Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1379 FY26 DNRC Forestry Subaward Page 9 of 13 (b.) The Subrecipient certifies that it will abide by all certifications and assurances set forth in USDA Form AD-1048, “Certification Regarding Debarment, Suspension, Ineligibility & Voluntary Exclusion Lower Tier Covered Transactions,” this form having been signed, attached hereto as Appendix A, and incorporated herein by reference. Per the terms of the federal award, the Subrecipient shall also require all second-tier subrecipients and contractors who will be paid with Subaward funds to sign form AD-1048, and the Subrecipient shall keep completed forms on file. (c.) All work performed under this Subaward must fully comply with all applicable federal, state, and local laws, rules, and regulations, including but not limited to, the Civil Rights Act of 1964, the Age Discrimination Act of 1975, the Americans with Disabilities Act of 1990, and Section 504 of the Rehabilitation Act of 1973. Any subletting or subcontracting by the Subrecipient subjects subcontractors to the same provision. Procurement of labor, services, supplies, materials and equipment shall be conducted according to applicable federal, state, and local statutes. (d.) If the amount of this Subaward is in excess of $100,000, the Subrecipient will comply with all applicable standards, orders, or requirements issued under section 306 of the Clean Air Act (42 U.S.C. 1857(h)), section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and Environmental Protection Agency regulations (40 CFR part 15). (e.) If the Subaward includes funds for Contracted expenses, the Subrecipient must comply with the requirements of Appendix II to Part 200 - Contract Provisions for Non-Federal Entity Contracts Under Federal Awards of 2 CFR Part 200. Items of note include: Equal Employment Opportunity; Clean Air Act; Davis-Bacon Act; Contract Work Hours and Safety Standards Act; Rights to Inventions; Debarment and Suspension; Byrd Anti-Lobbying Amendment; Prohibition On Certain Telecommunications And Video Surveillance Services Or Equipment; and Domestic Preferences for Procurements. (f.) DOMESTIC PREFERENCES FOR PROCUREMENTS. The Subrecipient should, to the greatest extent practicable and consistent with law, provide a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States (including but not limited to iron, aluminum, steel, cement, and other manufactured products). “Manufactured products” means items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber. “Produced in the United States” means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. (g.) PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE EQUIPMENT OR SERVICES. The Subrecipient is responsible for compliance with the prohibition on certain telecommunications and video surveillance services or equipment identified in 2 CFR 200.216. See Public Law 115-232, Section 889 for additional information. In accordance with 2 CFR 200.216, the Subrecipient is prohibited from obligating or expending loan or grant funds for covered telecommunications equipment or services to: (1) procure or obtain covered telecommunications equipment or services; (2) extend or renew a contract to procure or obtain covered telecommunications equipment or services; or (3) enter into a contract (or extend or renew a contract) to procure or obtain covered telecommunications equipment or services. Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1480 FY26 DNRC Forestry Subaward Page 10 of 13 (h.) PROHIBITION AGAINST CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS. The Subrecipient may not require its employees, contractors, or subrecipients seeking to report fraud, waste, or abuse to sign or comply with internal confidentiality agreements or statements prohibiting or otherwise restricting them from lawfully reporting that waste, fraud, or abuse to a designated investigative or law enforcement representative of a federal department, an agency authorized to receive such information, the federal Office of Inspector General, or the DNRC. Due to this these requirements, prohibitions and restrictions of any internal confidentiality agreements inconsistent with paragraph one of subsection (g.) of this award provision are no longer in effect. (i.) WHISTLEBLOWER NOTICE. Per 41 U.S.Code § 4712, it is illegal an employee of the Subrecipient to be discharged, demoted, or otherwise discriminated against for making a protected whistleblower disclosure. In this context, these categories of individuals are whistleblowers who disclose information that the individual reasonably believes is evidence of one of the following: gross mismanagement of a Federal contract or grant; a gross waste of Federal funds; an abuse of authority relating to a Federal contract or grant; a substantial and specific danger to public health or safety; or a violation of law, rule, or regulation related to a Federal contract (including the competition for or negotiation of a contract) or grant. See 41 U.S.Code § 4712, regarding the disclosure requirements, procedure, remedial actions and remedies. (j.) TRAFFICKING IN PERSONS. The Subrecipient under this award and the Subrecipient’s employees may not: (1) Engage in severe forms of trafficking in persons during the period of time that the award is in effect; (2) Procure a commercial sex act during the period of time that the award is in effect; or (3) Use forced labor in performance of the award or subawards under the award. The Subrecipient must inform the DNRC immediately of any information received from any source alleging a violation of a prohibition listed here. (k.) NONDISCRIMINATION STATEMENT – PRINTED, ELECTRONIC, OR AUDIOVISUAL MATERIAL. The Subrecipient shall include the following statement, in full, in any printed audiovisual material, or electronic media for public distribution developed or printed with any Federal funding. “In accordance with Federal law and U.S. Department of Agriculture (USDA) civil rights regulations and policies, this institution is prohibited from discriminating on the basis of race, color, national origin, sex, age, disability, and reprisal or retaliation for prior civil rights activity. (Not all prohibited bases apply to all programs.) Program information may be made available in languages other than English. Persons with disabilities who require alternative means of communication for program information (e.g., Braille, large print, audiotape, and American Sign Language) should contact the responsible State or local Agency that administers the program or USDA’s TARGET Center at (202) 720- 2600 (voice and TTY) or contact USDA through the Federal Relay Service at (800) 877-8339. To file a program discrimination complaint, a complainant should complete a Form AD-3027, USDA Program Discrimination Complaint Form, which can be obtained online at https://www.ocio.usda.gov/document/ad-3027, from any USDA office, by calling (866) 632-9992, or by writing a letter addressed to USDA. The letter must contain the complainant’s name, address, telephone number, and a written description of the alleged discriminatory action in Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1581 FY26 DNRC Forestry Subaward Page 11 of 13 sufficient detail to inform the Assistant Secretary for Civil Rights (ASCR) about the nature and date of an alleged civil rights violation. The completed AD-3027 form or letter must be submitted to USDA by: (1) Mail: U.S. Department of Agriculture, Office of the Assistant Secretary for Civil Rights, 1400 Independence Avenue SW, Washington, D.C. 20250-9410; o (2) Fax: (833) 256-1665 or (202) 690-7442; or (3) Email: program.intake@usda.gov.” If the material is too small to permit the full Non-Discrimination Statement to be included, the material will, at a minimum, include the alternative statement: “This institution is an equal opportunity provider.” 5.2 AGENCY RECOGNITION REQUIREMENTS. (a.) Use of Agency Insignia. The Subrecipient shall request in writing permission from the USFS Northern Region and receive written permission from the USFS before using the USFS insignia on any published media, such as a webpage, printed publication, or audiovisual production. The Subrecipient shall request in writing and receive written permission from the DNRC before using the DNRC insignia on any published media, such as a webpage, printed publication, or audiovisual production. (b.) Public Notices. The Subrecipient is encouraged to give public notice of the receipt of this Subaward of federal grant funds and, from time to time, to announce progress and accomplishments. Press releases or other public notices should include and all notices of funding opportunities or solicitation for project participants must include a statement substantially as follows: “The funding for this project is derived in full [or in part] from a federal award of the U.S. Forest Service, Department of Agriculture, subawarded by the Montana Department of Natural Resources and Conservation, Forestry Division.” (c.) Acknowledgment in Publications, Audiovisuals, and Electronic Media. The Subrecipient shall acknowledge USFS and DNRC support as appropriate in any publications, audiovisuals, and electronic media developed as a result of this subaward of USFS grant funds. Follow direction in USDA Supplemental 2 CFR 415.2. Remainder of Page Left Blank Intentionally Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1682 FY26 DNRC Forestry Subaward Page 12 of 13 SECTION 6. PRINCIPAL CONTACTS AND AUTHORIZATIONS 6.1 PRINCIPAL CONTACTS. Individuals listed below are authorized to act in their respective areas for matters related to this Subaward. All correspondence or requests for information and assistance shall be submitted to the appropriate listed individual. DNRC Program Representative & Technical Specialist Subrecipient Representative & Project Manager Name: Alexis Armstrong Title: Urban Forestry Program Manager, Interim Address: 2705 Spurgin Road City, State, Zip: Missoula, MT 59804 Telephone: 406-542-4207 Email: alexis.armstrong@mt.gov Name: Alex Nordquest Title: Forestry Division Manager Address: 121 N Rouse Avenue City, State, Zip: Bozeman, MT 59715 Telephone: 406-582-3225 Email: anordquest@bozeman.net DNRC Administrative & Fiscal Subrecipient Administrative & Fiscal Name: Kate Tran Title: Grants and Agreements Specialist Address: 2705 Spurgin Road City, State, Zip: Missoula, MT 59804 Telephone: 406-542-4333 Email: ktran@mt.gov Name: Jamie Grabinski Title: Grants Coordinator Address: 121 N Rouse Avenue City, State, Zip: Bozeman, MT 59715 Telephone: 406-582-2364 Email: jgrabinski@bozeman.net Remainder of Page Left Blank Intentionally Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1783 FY26 DNRC Forestry Subaward Page 13 of 13 6.2 AUTHORIZATION. This Subaward consists of pages 1 – 13, plus the following appendices: • Appendix A [Form AD-1048] • Appendix B [Approved Project Proposal] • Appendix C [Additional Requirements to Proposal] • Appendix D [Request for Disbursement Form] • Appendix E [Semiannual Report Worksheet]. The Subrecipient hereby accepts this Subaward according to the above terms and conditions. Through signature, each party certifies that the individuals listed in this Subaward as representatives of the parties are authorized to act in their respective areas for matters related to this Subaward. In witness whereof, the parties hereto execute this Subaward. ___________________________ By: ___________________________________________ Date Subrecipient Authorized Representative ___________________________________________ Printed Name ___________________________ By: ___________________________________________ Date DNRC Authorized Representative ___________________________________________ Printed Name Remainder of page for SUBRECIPIENT USE ONLY: Additional Signatures as Required The DNRC does not require additional signatures and takes no role in evaluation of any inclusion or omission. Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F Alex Nordquest 2/12/2026 2/12/2026 Alexis Armstrong 1884 AD-1048 OMB No. 0505-0027 Expiration Date: 09/30/2025 Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions The following statement is made in accordance with the Privacy Act of 1974 (5 U.S.C. § 552a, as amended). This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, and 2 CFR §§ 180.300, 180.335, Participants' responsibilities. The regulations were amended and published on August 31, 2005, in 70 Fed. Reg. 51865-51880. Copies of the regulations may be obtained by contacting the Department of Agriculture agency offering the proposed covered transaction. According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person is not required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control number for this information collection is 0505-0027. The time required to complete this information collection is estimated to average 15 minutes per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. The provisions of appropriate criminal and civil fraud privacy, and other statutes may be applicable to the information provided. (Read instructions on page two before completing certification.) A.The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals ispresently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participationin this transaction by any Federal department or agency; B.Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. ORGANIZATION NAME PR/AWARD NUMBER OR PROJECT NAME NAME(S) AND TITLE(S) OF AUTHORIZED REPRESENTATIVE(S) SIGNATURE DATE In accordance with Federal civil rights law and U.S. Department of Agriculture (USDA) civil rights regulations and policies, the USDA, its Agencies, offices, and employees, and institutions participating in or administering USDA programs are prohibited from discriminating based on race, color, national origin, religion, sex, gender identity (including gender expression), sexual orientation, disability, age, marital status, family/parental status, income derived from a public assistance program, political beliefs, or reprisal or retaliation for prior civil rights activity, in any program or activity conducted or funded by USDA (not all bases apply to all programs). Remedies and complaint filing deadlines vary by program or incident. Persons with disabilities who require alternative means of communication for program information (e.g., Braille, large print, audiotape, American Sign Language, etc.) should contact the responsible Agency or USDA's TARGET Center at (202) 720-2600 (voice and TTY) or contact USDA through the Federal Relay Service at (800) 877-8339. Additionally, program information may be made available in languages other than English. To file a program discrimination complaint, complete the USDA Program Discrimination Complaint Form, AD-3027, found online at How to File a Program Discrimination Complaint and at any USDA office or write a letter addressed to USDA and provide in the letter all of the information requested in the form. To request a copy of the complaint form, call (866) 632-9992. Submit your completed form or letter to USDA by: (1) mail: U.S. Department of Agriculture, Office of the Assistant Secretary for Civil Rights, 1400 Independence Avenue, SW, Washington, D.C. 20250-9410; (2) fax: (202) 690-7442; or (3) email: program.intake@usda.gov. USDA is an equal opportunity provider, employer, and lender. Appendix A Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F City of Bozeman Alex Nordquest Forestry Division Manager 2/12/2026 UCF-24-323 1985 Form AD-1048 Page 2 of 2 Instructions for Certification (1)By signing and submitting this form, the prospective lower tier participant is providing the certification set out on page 1 inaccordance with these instructions. (2)The certification in this clause is a material representation of fact upon which reliance was placed when this transaction wasentered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the Department or agency with which this transaction originatedmay pursue available remedies, including suspension or debarment. (3)The prospective lower tier participant must provide immediate written notice to the person(s) to which this proposal is submittedif at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. (4)The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction," "participant," "person, ""primary covered transaction," "principal," "proposal," and "voluntarily excluded," as used in this clause, have the meanings setout in the Definitions and Coverage sections of the rules implementing Executive Order 12549, at 2 CFR Parts 180 and 417. You may contact the Department or agency to which this proposal is being submitted for assistance in obtaining a copy of thoseregulations. (5)The prospective lower tier participant agrees by submitting this form that, should the proposed covered transaction be enteredinto, it may not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the Department or agencywith which this transaction originated. (6)The prospective lower tier participant further agrees by submitting this form that it will include this clause titled "CertificationRegarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transactions," without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. (7)A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that thecertification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not required to, check the General Services Administration’s System for AwardManagement Exclusions database. (8)Nothing contained in the foregoing shall be construed to require establishment of a system of records to render in good faith thecertification required by this clause. The knowledge and information of a participant is not required to exceed that which isnormally possessed by a prudent person in the ordinary course of business dealings. (9)Except for transactions authorized under paragraph (5) of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded fromparticipation in this transaction, in addition to other remedies available to the Federal Government, the Department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. Appendix A Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2086 Montana DNRC Grants Powered by Submittable Title City of Bozeman Forestry Division by Alex Nordquest in Forestry - FY25 UCF IRA anordquest@bozeman.net 01/02/2025 id. 49223484 Original Submission 01/02/2025 Score n/a 1. Organization Information 1.1. Organization Name City of Bozeman Forestry Division 1.2. Has the organization received any DNRC Forestry grants or subawards previously? No 2. Applicant Information The person completing this application. By default, of Submittable, the person submitting this application will be the point of contact for future communications such as reports and requests for reimbursement for the life of this grant. You may collaborate with others to complete the application and future forms, but you will be responsible for the final submission of them. HERE are the instructions for collaborating with others for this application. 2.1. Your name Alex Nordquest 2.2. Your Phone +14065823225 2.3. Your Email anordquest@bozeman.net 2.4. Provide a Secondary Contact for the project. Jamie Grabinski 2.5. Secondary Contact Phone +14065822364 2.6. Secondary Contact Email jgrabinski@BOZEMAN.NET 3. Project Elements Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2187 3.1. Project Name Branch Out Bozeman: Volunteer Planting Sites and Voucher Program - Round Two 3.2. Project Location Throughout City of Bozeman CEJST and EJ Map Layers 3.3. Map of Project Location IRA_Round_Two_Bozeman_Tree_Planting_within_Disadvantaged_Map.pdf All applicants must upload a PDF from the Montana Urban and Community Forestry Grant Tool that shows the location of the project. 3.4. Is the proposed project located entirely in a disadvantaged area? Yes 3.5. Have you contacted your DNRC Service Forester? Yes 3.5.1. Foresters Name Elias Davis 4. Project Description 4.1. Project Description - Provide 2-3 paragraphs that summarize your project. The City of Bozeman's Forestry Division received funding in the initial IRA grant program to support tree planting projects. This effort is ongoing and focuses on both volunteer planting sites and a voucher to discount planting on private property. Planting more trees and educating the community are major goals of our partnership with local nonprofit Gallatin Watershed Council, which we're calling Branch Out Bozeman: Urban Forest Network. We're seeking additional grant funding to strengthen this program. A second round of planting and vouchers would allow us to reach more residents in disadvantaged areas. We've identified several public parks & boulevards for planting projects, and more residents could take advantage of the voucher system to assist with the cost of planting trees on their own property. 5. Existing Program Resources 5.1. Do you have a tree inventory? Yes 5.1.1. How does your tree inventory tie to the project? We'd record any tree planting within city parks and boulevards on our inventory system. We maintain an active record of over 27,000 trees, noting new planting, various types of pruning, and removals. Trees planted on private property through the voucher program would not be included, but can be accounted for in future canopy assessments. 5.1.2. Upload your Tree Inventory BozemanTreeInventory_20241223.xlsx Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2288 5.2. Do you have an urban forest management plan? Yes 5.2.1. How does your urban forest management plan tie into the project? Our management plan specifically focuses on Community Engagement and increasing Species Diversity. We can address both items through this project. We couldn't conduct additional plantings without volunteers, and the voucher offers incentives for residents to plant trees at their homes. For both programs, we can focus on tree species that are most impactful for increasing species diversity. 5.2.2. Upload your Urban Forest Management Plan. Bozeman_Urban_Forestry_Management_Plan.pdf 5.2.3. Is the project located in a Tree City USA community? Yes 6. Federal & State Program Goals 6.1. How does your project align with the state and federal program goals? Choose all that apply. 1. Advance public education and understanding for the social, economic, environmental and aesthetic values of trees, forests and related resources in communities. 2. Climate change mitigation and adaptation. 3. Expand opportunities, resources and access for underserved and at-risk populations and communities. 4. Advance tree inventory and assessment information. 5. Promote urban forestry planning and tree management plans including broadening community engagement. 6. Develop and encourage the profession of urban forestry through technology transfer, education and training. 7. Increase the biodiversity, health and resilience of trees in urban and community forests through best maintenance and management practices. 6.1.1. Explain how the project advances public education and understanding for the social, economic, environmental and aesthetic value of trees, forests and related resources in communities. Every volunteer planting is a chance to engage our community. We use the opportunity to explain key benefits provided by new trees - shade for playgrounds, grass, and buildings; biodiversity for a resilient landscape, improved stormwater and erosion effects, and beautification. The voucher program includes educational materials explaining the benefits of trees. Particular focus is given to planting orientation - that trees to the southern and western edge of the property are crucial for blocking intense summer sun, reducing cooling demands on housing that often lacks air conditioning. 6.1.2. Explain how the project advances climate change mitigation and adaptation. All efforts through Branch Out Bozeman are focused on 3 main environmental goals: improving water quality, addressing tree equity, and reducing the urban heat island effect. This project will target areas where new trees will maximize their impacts for climate change concerns. Volunteer planting sites will be selected based on these criteria and the voucher program will focus on residents living in areas most vulnerable to climate change. Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2389 6.1.3. Explain how the project expands opportunities, resources and access for underserved and at- risk populations and communities. The grant project would be fully within Bozeman's CEJST and EJ disadvantaged areas. We'd be hosting volunteer events that are free and open to the public, while the voucher offers educational resources and incentives to purchase trees that may otherwise be cost prohibitive for those on restricted budgets. The vouchers would offer $100 off the price of a tree, with minimum standards on size and species to maximize the efficacy of new plantings. 6.1.4. Explain how the project advances tree inventory and assessment information. The Forestry Division adds all new volunteer plantings to our citywide inventory. Every volunteer event is an opportunity to explain this powerful management tool, and volunteers feel empowered that they've personally contributed to the urban forest. The inventory is displayed on the City's website, allowing for residents to navigate the map and learn more about trees near their homes and parks. While trees planted in the voucher program won't be included in the inventory, Gallatin Watershed Council will track vouchers redeemed and contact residents for planting site details. 6.1.5. Explain how the project promotes urban forestry planning and tree management plans, including broadening community engagement. We've accomplished many of the main goals from our 2016 Urban Forest Management Plan, but our community engagement has been lacking. Our plan recommends we "establish a healthy and vibrant relationship between the community and Bozeman's Forestry Division", and this goal is only possible with community partners like the Gallatin Watershed Council. Further grant funding would allow us to continue volunteer efforts and our new voucher program. 6.1.6. Explain how the project develops and encourages the profession of urban forestry through technology transfer, education and training. The Forestry Division focuses heavily on its routine responsibilities (pruning, removals, storm response) and has limited capacity for other ways to engage residents. Volunteer events are an excellent way to personally interact with the community and teach people the benefits of trees. Continuing the voucher program would increase our impact on the private landscape and ensure that participating vendors are sharing our messaging. 6.1.7. Explain how the project increases the biodiversity, health and resilience of trees in urban and community forests through best maintenance and management practices. Our tree planting is always focused on increasing species diversity, but it's also a chance to emphasize other details for tree health. The importance of watering, mulch, trunk guards, and staking are all included in discussion & materials. Both of these programs allow us to explain our current overreliance on Ash and Maples and the importance of alternative species for our urban environment. An important aspect to educate the public on is the necessity of introduced, non-native species that are perfectly suitable for the Bozeman area. 7. Project Personnel 7.1. List the Project Personnel I would like to use the provided table for my project personnel information. Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2490 7.1.1. Provided Project Personnel Table Project Personnell List.xlsx 7.2. Supplemental Information - Project Personnel Narrative. If desired, use this space to explain or expand on the Personnel information. Alex Nordquest - Alex would be heavily involved with this project, working directly with GWC staff to select planting sites within the disadvantaged map. This would include both park spaces and street boulevards lacking tree canopy. He would also contribute to any revisions of the previous grants' voucher design & implementation. Forestry Staff - Wynn, Amy, Jesse, and Luke would contribute when it's time to purchase/deliver trees on volunteer days. They've also provided valuable input on potential sites within the disadvantaged map layers. Staff involvement with planting events would be minimized to simply dropping off trees and supplies, as most volunteer events with be led by GWC off- hours. Lilly McLane - Lilly would be heavily involved, directly assisting in the selection of planting sites and leading creation of the voucher program. Tess Parker - Tess is GWC's lead for volunteer events of all kinds. She's participated in several Forestry events and has the expert knowledge necessary to lead volunteers through the details of a successful tree planting. 8. Leveraging Local Support and Outreach 8.1. List local groups and people supporting the project with in-kind contributions and volunteering time. I would like to use the provided table for my Leveraging Local Support and Outreach information. 8.1.1. Provided table for Leveraging Local Support and Outreach. Leveraging Support List.xlsx 8.2. Supplemental Information - Leveraging Support Narrative. If desired, use this space to explain or expand on the Leveraging Support List. The local support lists includes several potential partners. Our planting sites aren't finalized for this project yet, but all partners listed have participated in previous events with either time or donations. Further local support could expand with increased awareness and outreach. 9. Project Work Plan and Schedule 9.1. Outline the Project Work Plan and Schedule I would like to use the provided table for my Project Work Plan and Schedule. 9.1.1. Provided Table for Work Plan and Schedule TableTemplate.xlsx Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2591 9.2. Supplemental Information - Project Work Plan and Schedule Narrative. If desired, use this space to explain or expand on the Project Plan and Schedule. Volunteer planting sites would be selected for 2025, with the process repeated for 2026 and possibly 2027 (May-June) if needed. Gallatin Watershed Council staff will provide outreach and advertising to announce events and conduct volunteer signups and waivers. Once vouchers are distributed (likely summer of 2026 for this grant), GWC staff would track redeemed vouchers and provide follow-up with residents. This would include information on the location of trees planted and resident commitments to watering and other key maintenance items for healthy trees. 9.3. Does your project include tree planting? Yes 9.3.1. Upload your 3-year tree establishment plan. Branch_Out_Bozeman_-_3_Year_Tree_Establishment_Plan.docx 9.4. Does your project include a tree planting cost-share program? Yes 10. Project Monitoring and Effectiveness 10.1. Describe how your project will meet the needs of and specifically benefit the disadvantaged community and population where the project is located. Outline long-term results, outputs and deliverables. This project would provide direct benefits to the community within Bozeman's CEJST and EJ mapped areas. We're specifically targeting parks and boulevards within this area for our volunteer projects, and the voucher program will only be available to residents within the mapped area. All volunteer plantings will be added to our tree inventory and reflected on map layers for the Branch Out Bozeman website. Annual maintenance and tree inspections would be conducted by Forestry staff. We'd also track all redeemed vouchers and display metrics on those plantings (distribution, species, etc.). These map layers would be open to the public on the Branch Out Bozeman website, developing into year-over-year measurements of the project's success. 10.2. Describe any potential challenges that could impact the project. Any staff turnover (from either the Forestry Division or Gallatin Watershed Council) would impact this project. However, the central goals & methods of the effort would be recorded by both parties to ensure continuity. Another challenge could be volunteer commitment. Failure of volunteers to actually attend their scheduled events, or in fewer numbers than promised, would make completion of planting events more difficult. Inclement weather may lead to rescheduling of events and complicate the limited window for successful planting given Bozeman's hot and dry summers. For the voucher program, we don't know how much demand to expect. Another round of 50 vouchers through this grant may not be enough to satisfy interest. 11. Budget Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2692 Check "More Information" to learn about direct and indirect costs. More Information Direct costs are those that are directly and only related to a project. For example: the hours that the organizations forester spends on a particular project, similarly the miles that are driven by the forester to the project location. If a mailing is part of the project, the cost of printing, envelopes and stamps are considered direct costs. Indirect costs are those that are not directly and only related to a specific project but are spread across the entire organization or several projects. Examples are: rent for the office, the electric bill for the organization. Salary/wages/benefits can be assessed to indirect costs as well, such as an accountant who handles the accounting for the entire organization and does not track how their hours are spent. Indirect costs are not itemized but are instead paid at a percentage of the Direct costs. Organizations can negotiate a rate with the federal government if they are directly awarded federal funds. This is called a Negotiated Indirect Cost Rate Agreement (NICRA.) Organizations with a NICRA are eligible to request their full percentage rate for any award that comes from federal funds. They can request a smaller rate, but never more than the NICRA. Organizations without a NICRA are eligible to request Indirect Costs at the de minimis rate of 15%. You can request less than 15% but unless you have a NICRA, you cannot request more than 15%. 11.1. Are you requesting indirect costs for this project? No Budget Table Instructions IRA Funds- No Match Required 1. Download the Project Budget Table Worksheet. 2. Save the budget table worksheet to your local drive. 3. Complete your budget. Use only numbers in the columns. For example, do not use "/hour" or "per hour", it will cause the formulas to fail. 4. Upload completed budget table worksheet below. Rows and columns of the budget table worksheet should tabulate for you. However, please review your math and totals. 11.2. Upload Completed Project Budget Table City_of_Bozeman_-_UCF_IRA_FY25_-_Budget_Table.xlsx 11.3. Total Funds Requested. 20000 12. Supporting Documentation 12.1. Supplemental Information - Upload any supporting documentation you would like included in the application. Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2793 13. Certification and Authorization to Sign 13.1. Certification and Authority to Sign Yes, I am authorized to sign this application on behalf of the organization I represent. 13.1.1. Federal Funding Certification Statement Alex Nordquest Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2894 305 MT 86 I 90 306 309 309 313 MT 86 MT 86 US 191;MT 84 I 90;US 191 I 90;US 191 I 90 MontanaStateUniversity Bozeman Montana State Library, Map data © OpenStreetMap contributors, Microsoft, Facebook, Inc. and its affiliates, Esri Community Maps contributors, Map 12/24/2024, 9:50:36 AM 0 1 20.5 mi 0 1.5 30.75 km 1:80,327 Appendix B Montana UCF Grant Application Map Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2995 Name Title/Qualification Project Role Level of Involvement Alex Nordquest Forestry Division Manager, City of Bozeman Project Lead High Involvement Wynn Krauss Forestry Division Foreman Project Assistant Moderate Involvement Amy Hansen Forestry Division Arborist Project Assistant Occasional Involvement Jesse Silva Forestry Division Arborist Project Assistant Occasional Involvement Luke Gladis Forestry Division Arborist Project Assistant Occasional Involvement Lilly McLane Watershed Restoration Director, Gallatin Watershed Council Project Lead High Involvement Tess Parker Community Engagement Manger, Gallatin Watershed Council Project Lead High Involvement ____________ Appendix B Project PersonnelDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 3096 Partner Organization Name Activities/Effort Oboz Shoes Donations, Staff Volunteer Hours Bozeman Co-Op Grocery Donations NorthWestern Energy Donations, Staff Volunteer Hours Gallatin Valley Land Trust Staff Volunteer Hours ____ Volunteers Activities/Efforts Public Volunteers Tree Planting, Watering Local Eagle Scouts Groups Tree Planting, Watering Bozeman Tree Coalition Tree Planting, Watering ____ Appendix B Leveraging Local Support and OutreachDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 3197 Task Start Date End Date Select site for 2025 Summer Planting March 2025 & 2026 April 2025 & 2026 Purchase and reserve trees March 2025 & 2026 April 2025 & 2026 Conduct 2025 Volunteer Events May 2025 & 2026 July 2025 & 2026 Volunteer Weekly Watering May 2025 & 2026 September 2025 & 2026 Revise Voucher Program Materials March 2025 & 2026 April 2025 & 2026 Print & Distribute Vouchers April 2025 & 2026 July 2025 & 2026 ___ Appendix B Project Work Plan and Schedule Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 3298 Branch Out Bozeman – 3 year tree establishment plan Year 1 Goal: Select opƟmal species for the site PlanƟng (May-July) – volunteer labor uƟlized; planƟng tools supplied including staking, trunk protecƟon, mulch Watering (May-September) – irrigated sites preferred; GWC to coordinate watering volunteers if not (water bags uƟlized) Mulch (At PlanƟng) – Arborist wood chips provided Tree Inventory (At PlanƟng) – add new trees to the system and record date of planƟng, condiƟon, species, etc. Year 2 Goal: Assess for health and conƟnued maintenance needs Staking (April-May) – remove stakes aŌer 1 year Watering (May-September) – assess needs (goal is 2 years of supplemental watering for establishment) Mulch (April-May) – Replenish annually Pruning (AnyƟme) – if necessary for broken/dead, structural Tree Inventory (AnyƟme) – update condiƟon and note any important changes Year 3 Goal: Young tree pruning and monitoring Mulch (April-May) – Replenish annually; increase diameter to match dripline where feasible Watering (May-September) – can be reduced, but not eliminated completely Pruning (AnyƟme) – likely necessary for structural, raising Tree Inventory (AnyƟme) – update condiƟon and record any pruning work Appendix BDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 3399 Provide Organization Name -> Personnel Expenses by Position (Salaries/Wages/Benefits) Quantity Hourly Rate or Piece Rate Total Cost Funds Requested Match Provided (Cash/ In-Kind) Alex Nordquest (City Forestry) 120 50.00$ 6,000.00$ 6,000.00$ Wynn Krauss (City Forestry) 40 30.00$ 1,200.00$ 1,200.00$ Amy Hansen (City Forestry) 20 27.00$ 540.00$ 540.00$ Jesse Silva (City Forestry) 20 26.00$ 520.00$ 520.00$ Luke Gladis (City Forestry) 20 25.00$ 500.00$ 500.00$ Lilly McLane (Gallatin Watershed) 1,800.00$ -$ 1,800.00$ Tess Parker (Gallatin Watershed)1,420.00$ -$ 1,420.00$ TOTALS -> 8,760.00$ 3,220.00$ 8,760.00$ Operating Expenditures (Travel, Supplies, Rentals, Etc.)Quantity Hourly Rate or Piece Rate Total Cost Funds Requested Match Provided (Cash/ In-Kind) Large Canopy Trees 20 300.00$ 6,000.00$ 6,000.00$ Small or Medium sized Trees 20 250.00$ 5,000.00$ 5,000.00$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ TOTALS -> 11,000.00$ 11,000.00$ -$ Contracted Professional Services Quantity Hourly Rate or Piece Rate Total Cost Funds Requested Match Provided (Cash/ In-Kind) Tree Vouchers 50 100.00$ 5,000.00$ 5,000.00$ Printing & Distribution of Vouchers 780.00$ -$ 780.00$ -$ -$ -$ -$ -$ TOTALS ->5,000.00$ 5,780.00$ -$ Total for Direct Cost Categories Funds Requested TOTALS ->20,000.00$ Indirect Costs Rate (%)ect Funds Requested Add Indirect Cost Rate Here-> -$ 20,000.00$ 8,760.00$ Total Project Cost 28,760.00$ Total Match Provided Total Funds Requested from DNRC (Direct + Indirect) TOTAL -> Cost Breakdown (must equal Total Cost for each Appendix B BudgetDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 34100 The following documents for UCF-24-333_Bozeman are on file at DNRC: Bozeman Tree Inventory 2024 Bozeman Urban Forestry Management Plan Appendix B Supporting Documentation Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 35101 Additional Requirements to Proposal The following must be completed for projects involving tree plantings: 1) Tree planting specifications - Part (A) 2)Final Work Inspection Form -Part (B) Part (A) – Tree Planting New Requirement: The Subrecipient shall ensure that a DNRC representative is present during initial planting activities to verify compliance with established best practices. The Subrecipient shall be responsible for providing timely notification to DNRC and for coordinating and scheduling the DNRC representative’s attendance at such activities, including confirming dates, times, and locations in advance. The Subrecipient shall also be responsible for promptly notifying DNRC of any changes or delays that may affect the planned planting activities. All tree planting projects must follow the Best Management Practices for Tree Planting, a special companion publication to the ANSI A300 Part 6: Tree, Shrub, and Other Woody Plant Maintenance – Standard Practices (Transplanting). This booklet covers bare root, containerized, and balled and burlap tree stock. Specifications are summarized here: Time of Year - The ideal time to plant a tree is when it is in a dormant condition, either in early spring before bud-break, or in the fall, after leaves have dropped. Weather conditions at these times are generally cool, allowing plants to establish new roots before the onset of harsh temperatures. Location – Visualize the tree in 20 years. Consider site restrictions (available growing space, soil, pavement, overhead/underground utilities, etc.) Call local utility services at least 2 days prior to digging to locate underground utilities. (Usually 811 or 1-800-424-5555 in MT) Tree selection – Carefully inspect trees and only purchase those that have a strong stem and no physical damage. Avoid trees with circling roots, severe pruning cuts, dead bark or signs of insects and disease. Site preparation – Dig a hole three times as wide as the root ball, but not deeper. Amending soil is not necessary unless planting in disturbed sites or poor soil quality. Break up compacted soil on sides of the hole and leave bottom firm. Tree preparation – 1) Identify root flare - part of the trunk where the roots spread out at the base of the tree. Root flare should be visible after the tree has been planted. You may have to remove some soil from the top of the root ball to find the flare. 2) Cut away strings and burlap or plastic from around the trunk. If tree is container-grown, carefully remove container. Tree placement – Lift tree into planting space by the root ball, not the trunk. Ensure tree is at proper depth and never plant too deep. Trunk flare and top of root ball should be at grade. Balance tree upright at center of planting space. Pull back burlap as much as possible without removing soil from the root ball. Fill with soil – Fill the hole while watering, periodically pausing to gently tamp base, ensuring the tree is firmly settling in the planting space. Finish filling soil just below the trunk flare. Mulch – Apply 2 inches of organic material i.e. wood chips or similar composted material. Leave bare soil around the trunk. Remove any tags, wrap, flagging, etc. from the tree. Such Root Flare Appendix C Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 36102 items were only meant as protection during transportation and installation.  Only stake if necessary - Trees will establish more quickly and develop stronger trunk and root systems if they are not staked at the time of planting. However, protective staking may be required on sites where equipment, animal damage, vandalism or windy conditions are concerns. Use a wide, flexible tying material to avoid injuring trunk and allow the tree to move or sway. Remove staking and ties after one year.  Establishment – Do not fertilize at planting time. Water regularly throughout the first growing season (about once a week unless significant rainfall is received), but do not overwater. Keep lawn mowers and string trimmers away from tree to avoid wounding bark. Only prune dead or injured branches at time of planting.  Long term care & protection – Have a 3-year annual inspection program to replace mulch, provide small tree training (light pruning cuts), and check for signs of stress, insects, disease, or vandalism. Keep trunk area free and clear of weeds and other competing vegetation. Put a fence around tree if site is a feeding ground for rabbits, deer, or other wildlife. Part (B) – Project Inspection Form  Once the Subaward Project is complete, the Subrecipient must contact the DNRC regional urban forester to schedule a final project inspection. The inspection will verify that all required work has been completed and performed in accordance with state and program specifications. The Project Inspection Form must be completed by the DNRC regional urban forester or duly designated DNRC representative. Upon completion and submittal of the Project Inspection Form, a final payment of subaward agreement funds, including any funds that may have been withheld from earlier payment requests, is made to the Subrecipient. If the project is not inspected and approved by the DNRC regional urban forester, or deficiencies are found during inspection and not corrected, funds may be withheld from the Subrecipient. Appendix C Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 37103 Revised 5/2024 Request for Disbursement of Grant/Subaward Funds DNRC Financial Report Organization Name: Agreement #: ☐Request for Reimbursement or ☐Request for Advance Total Award Amount: $ Funds Previously Requested: $ Period Covered by this Request – From Date: To Date: Award Share – REQUEST this Period DNRC validates category spending with each request. Overspending a category budget may delay payment. Employee Time: salary/wages/benefits $ Operating Expenses $ Payments to Landowners (Beneficiaries) $ Contracted Services (incl. Contractor Time) $ Subtotal – Direct Costs $ Indirect Costs $ Total Request Amount $ Recipient Share – MATCH this Period ☐No Match Required Employee Time: salary/wages/benefits $ Operating Expenses $ Landowner Contributions $ Contracted Services (incl. Contractor Time) $ Other (explain in Remarks section below) $ Total Match Amount $ Program Income Earned: $ Award Balance after this Request: $ Remarks: Authorized Certifying Official: I certify to the best of my knowledge and belief that the information provided herein is true, complete, and accurate. I am aware that the provision of false, fictitious, or fraudulent information, or the omission of any material fact, may subject me to criminal, civil, or administrative consequences including, but not limited to violations of U.S. Code Title 18, Sections 2, 1001, 1343 and Title 31, Sections 3729-3730 and 3801-3812. Name: Title: Email: Signature: Date: Appendix DDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 38104 Upload volunteer time tracking data Workforce Development accomplished during this reporting period: Were trainings offered? Y/N How many people participated? How many jobs or equivalent FTE were created or maintained because of this project? Please share any media coverage, social media posts, and any stories, videos, or photos. Narrative space for stories, URL’s, and links. Upload space for photos and videos Appendix E UCF PD/IRA Bi-Annual Report Worksheet The intent of this worksheet is to provide a preview of information that will be required on the report. Do not submit this worksheet as a report. Reports must be submitted on the Submittable platform. Your Name, Organization Name Agreement # UCF-XX-XXX Reporting Period: __January 1 - June 30, __July 1 - December 31 Year Project Status: Estimated percentage of project complete. Are you experiencing any delays or issues that are affecting the implementation of the project? If yes, explain issue and remedies. Deliverables and metrics accomplished during this reporting period: Where did project work take place? List all locations where project work took place with an address, park name, or area description. Be prepared to provide data for the following if part of your project: How many total trees were planted at all project locations? Was species diversity increased? Y/N If yes, how? How many total trees were pruned or removed? Was the wood utilized in some way, mulch etc.? Y/N If yes, describe use. How many volunteer hours were worked? Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 39105 Memorandum REPORT TO:City Commission FROM:Nick Ross, Director of Transportation and Engineering SUBJECT:Authorize the City Manager to Sign a Construction and Maintenance Agreement with the Montana Department of Transportation for the Surface Transportation Program - Urban (STPU) Kagy Boulevard - South 19th Avenue to Willson Avenue Project MEETING DATE:March 3, 2026 AGENDA ITEM TYPE:Agreement - Agency/Non-profit RECOMMENDATION:Authorize the City Manager to Sign a Construction and Maintenance Agreement with the Montana Department of Transportation for the STPU 1212-8 Kagy Boulevard - South 19th Avenue to Willson Avenue Project, UPN 8931000. STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other public agencies and build on these successes. BACKGROUND:The intent of this agreement is to define construction and maintenance responsibilities between the Montana Department of Transportation (MDT) and City of Bozeman (city) for the STPU 1212(8) Kagy Boulevard - South 19th Avenue to Willson Avenue Project, UPN 8931000. This project will reconstruct Kagy Boulevard between S 19th Avenue and S Willson Avenue to include two travel lanes in each direction, curb and gutter, boulevard, multi-use path on both sides of the roadway, lighting, landscaping, storm drain, pedestrian crossing facilities via grade separation and at-grade solutions, and raised median/turn lanes. Intersection improvements include two multi-lane roundabouts, signal improvements, and protected intersection components. Construction of the project is anticipated to take place in 2027 and 2028. Staff has reviewed the agreement and recommends authorizing the City Manager to sign the agreement. UNRESOLVED ISSUES:None. ALTERNATIVES:None identified or recommended. FISCAL EFFECTS:Capital funding for construction has been previously approved through a Funding Agreement dated October 25, 2024. Maintenance cost for Kagy 40 Boulevard is the responsibility of the city of Bozeman with funding allocated in annual Street Maintenance Fund budgets. Attachments: 8931000_C_&_M_Agreement_.docx Report compiled on: February 17, 2026 41 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 1 of 11 City Construction and Maintenance Agreement STPU 1212(8) Kagy Blvd S. 19th to Willson This Agreement by and between City of Bozeman (Local Agency), and the Montana Department of Transportation (MDT), establishes the responsibilities and duties of the Parties with respect to the Project. The Project includes two travel lanes in each direction, curb and gutter, boulevard, multi-use path on both sides of the roadway, lighting, landscaping, storm drain, pedestrian crossing facilities via grade separation and at-grade solutions, and raised median/turn lanes. Intersection improvements include two multi-lane roundabouts, signal improvements, and protected intersection components.. The Project is located on the Routes listed below: Route Number Corridor Number Local Street Name Beginning Ref Post Ending Ref Post Roadway Maintenance Authority Bridge Identification Number U-1212 C001212 Kagy Blvd 0.00 1.05 City N/A Whereas, the Local Agency and MDT are also parties to a City-Maintained Urban Highway System Routes Citywide Memorandum of Agreement (Citywide MOA) setting forth the responsibilities of the parties related to performance of construction and maintenance of roadway and right-of-way features on Urban Highway System Routes designated by the Montana Transportation Commission and not maintained by MDT, and Whereas, the Project lies on the designated Urban Highway System designated by the Montana Transportation Commission and MDT as per Mont. Code Ann. § 60-2-126. ARTICLE I. GENERAL OBLIGATIONS OF MDT 1. MDT agrees to develop, administer, design and construct the Project, which is eligible for federal funding and approved through the established fund program prioritization processes (including, but not limited to STPU, Urban Pavement Preservation, Highway Safety Improvement Program, and Congestion Mitigation & Air Quality Improvement funds) in coordination with the Local Agency. MDT agrees to ensure that the Project is consistent with and in compliance with: a. applicable adopted local planning documents, where feasible and not in conflict with MDT Design Standards and Specifications, including but not limited to the adopted growth policy, design standards, and ADA Transition Plan; b. applicable MDT Design Standards and Specifications, or with Montana Public Works Standards as modified by the City, whichever the parties agree is most appropriate for the specific item within the project as determined through project development; c. the Manual on Uniform Traffic Control Devices (MUTCD); and d. sound engineering practices. 2. MDT will provide the Local Agency opportunities to participate in the Project’s development, including invitation to the final inspection of the Project. 42 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 2 of 11 3. MDT may complete any roadway or Right-of-Way Feature maintenance required due to a public emergency and seek compensation from the Local Agency for any costs incurred. In doing so, MDT may first provide notice to the Local Agency, when possible, allowing time to complete any such maintenance. If MDT performs maintenance under this section, it must provide detailed invoices of such costs to the Local Agency. ARTICLE II. GENERAL OBLIGATIONS OF THE LOCAL AGENCY 1. The Local Agency will maintain the roadway including but not limited to: pavement repair, pavement preservation, and snowplowing, and all roadway features, including but not limited to: signals, roadway signage, guardrails and non-decorative/standard/safety roadway lighting, storm drains, (if present) unless otherwise noted herein. 2. The Local Agency will maintain all Right-of-Way Features (e.g., sidewalks, shared use paths, decorative lighting, landscaping, irrigation features, signs, benches, bike racks, planters, tree grates, storm drains, etc.) as stated in this Agreement. 3. If the Local Agency does not fulfill its roadway or Right-of-Way Feature maintenance requirements as stated in this Agreement, MDT may complete the required roadway or Right-of-Way Feature maintenance and seek compensation from the Local Agency. In doing so, MDT must first provide notice to the Local Agency allowing time to complete any such maintenance. If MDT performs such maintenance under this section, it must provide detailed invoices of such costs to the Local Agency. 4. The Local Agency is responsible for issuing all future encroachment and approach permits and ensuring the resulting actions do not interfere with roadway or pedestrian travel or decrease safety. 5. The Local Agency agrees to conform in all regards to Mont. Code Ann. Title 61, Chapter 8, and will not take any action, by enacting an ordinance or otherwise, in contradiction of the traffic laws in Mont. Code Ann. Title 61, Chapter 8. 6. The Local Agency will provide appropriate and timely input during the Project’s development. 7. The Local Agency will continue to enforce the ordinances, laws and/or regulations necessary and essential for the operations of the Project. 8. The Local Agency, at its sole expense, must obtain and maintain all federal, state and local building permits or other permits of any type or nature required by a governing authority, except as noted in this Agreement. 9. Unless specified otherwise herein, the Local Agency agrees any amenities added and solely paid for by the Local Agency with this Project to the project location are the sole responsibility of the Local Agency. If these amenities must be moved or modified by MDT due to future projects or maintenance requirements, the costs for moving or modifying the amenities will be paid for solely by the Local Agency. MDT will notify the Local Agency in advance of the need to move or modify the amenities and allow a reasonable amount of time to perform the work. If the Local Agency chooses not to move or modify the amenities, MDT will perform the work and invoice the Local Agency for the costs. 43 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 3 of 11 10. The Local Agency agrees to regulate utility occupancy on the right-of-way of this roadway in conformance with occupancy regulations that comply with or are more restrictive than the requirements of the Administrative Rule of Montana, 18.7.201 through 18.7.241, governing "Right of Way Occupancy by Utilities.” 11. The Local Agency agrees it will assume full and complete responsibility for the Project upon notification by MDT of the Project’s Substantial Completion. The Local Agency’s acceptance of the substantially completed Project includes accepting any right-of-way or easements acquired for the Project that are acquired in the name of the Local Agency and ownership and responsibility for any permits obtained for the Project. ARTICLE III. PROJECT-SPECIFIC CONSTRUCTION PERMITS OR PROVISIONS 1. Construction Storm Water General Permit a. The Local Agency agrees to have a certified SWPPP administrator (as required in section 3.2 of the MPDES CGP) on staff or under contract to perform that duty, and a valid registered account within MDEQ’s Fees, Applications, and Compliance Tracking System (FACTS) prior to construction completion. b. Upon completion of all physical work associated with construction activity, the Parties will inspect the temporary erosion and sediment control measures and devices as part of MDT’s final inspection with MDT’s Contractor. MDT will provide the Local Agency with the Storm Water Pollution Prevention Plan (SWPPP) package for Local Agency review. Within ten (10) days of receiving the package, the Local Agency will provide MDT with an itemized list of any outstanding records or deficiencies associated with the SWPPP. Upon MDT’s and the Local Agency’s approval of site conditions, measures, devices and all pertinent records, the Department will notify the Contractor to begin the Permit Transfer Notification in DEQ FACTS. The Local Agency must log into FACTS to review and sign the transfer request within ten (10) business days. c. Once DEQ transfers the Construction Storm Water General Permit Authorization, the Local Agency will inspect, maintain, and revise the Best Management Practice devices (BMPs) in accordance with DEQ permit requirements until final stabilization is met and permit coverage is terminated. d. MDT agrees to pay annual fees associated with permit coverage until termination. To ensure payment, the Local Agency must forward invoices to MDT’s Environmental Services Bureau. 2. Small Municipal Separate Storm Sewer System (MS4) Permit a. MDT concludes, and the Local Agency agrees, the Project work is designed in compliance with applicable Small MS4 Permit requirements. b. The Local Agency agrees to operate, monitor and maintain storm water management features in compliance with applicable MS4 requirements. 44 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 4 of 11 ARTICLE IV. PROJECT-SPECIFIC FEATURES 1. Pedestrian Tunnels a. Upon completion of the Project by MDT and its Contractor, the Local Agency agrees that it is responsible, at no cost to MDT, to service, maintain, repair, and pay the cost of operating the pedestrian tunnels within the Project limits, such that it does not negatively impact the operation of the tunnel or the safety of the traveling public. If all or part of the pedestrian tunnels become unsafe for use, the Local Agency agrees to restrict access to the affected area until the condition has been remedied. b. For the purposes of this Agreement, “maintenance of a pedestrian tunnel” is defined as: grinding or milling down displacements; surface patching; crack sealing; sweeping; cleaning; washing; striping; replacing portions of damaged tunnel; removal of snow and ice; repair of chipped, fractured, or broken surface from any cause, including but not limited to frost heaving, landscaping, tree roots, or encroachments; removal of debris and other obstructions or impediments to the safe travel of pedestrians or other path users; maintenance of all associated drainage features; maintenance of tunnel-related signs; and any and all other normally accepted maintenance practices. c. For the purposes of this Agreement, “maintenance of pedestrian tunnel signs,” is defined as: the inspection, cleaning, repair and replacement of signs damaged through weathering, vandalism, wind, and other means. 2. Rectangular Rapid Flashing Beacons a. Upon completion of the Project by MDT and its Contractor, the Local Agency agrees that it is responsible, at no cost to MDT, to service, maintain, repair and pay the costs of operating (including utility costs) the beacon installed as part of this Project. b. For the purpose of this Agreement, “maintenance of the beacon”, is defined as: the inspection of the lighting system for operation, cleaning lamps, lenses and reflectors, stocking of replacement parts, bulb replacement, and repairs to and replacement of damaged fixtures. 3. Culverts a. Upon completion of the Project by MDT and its Contractor, the Local Agency agrees that it is responsible, at no cost to MDT, to service, maintain and repair the culverts installed as part of this Project. b. For the purposes of this Agreement, “maintenance of culverts,” is defined as: cleaning or removing debris from culverts; replacing broken grates or REHABILITATING OR REPLACING culverts; and inspecting facilities annually. c. For the purposes of this Agreement, “culverts” are defined as: i. A structure that can be designed hydraulically to take advantage of submergence of the inlet to increase hydraulic capacity. 45 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 5 of 11 ii. A structure used to convey surface runoff through embankments. The structure may be a round pipe, box, arch, open-bottom arch, or ellipse, depending on site conditions. iii. A structure, as distinguished from bridges, that is usually covered with embankment and is composed of structural material around the entire perimeter, although some culverts are supported on spread footings with the streambed serving as the bottom of the culvert (also known as an open-bottom culvert or a three-sided culvert). 4. Class V Injection Well a. The Parties acknowledge and agree that a portion of the Project qualifies as a Class V disposal system as defined in 40 CFR 144.6. As a result, this system is regulated by the Underground Injection Control (UIC) Program of the Environmental Protection Agency (EPA) under Part C of the Safe Drinking Water Act. b. The Local Agency agrees to provide MDT with the information necessary for the EPA to issue a rule authorization for the Class V disposal system. c. MDT agrees to provide appropriate notice to EPA to request rule authorization for the underground drainage device. d. The Local Agency agrees to operate and maintain the injection system. 5. Storm Drain System a. Upon completion of the Project by MDT and its Contractor, the Local Agency agrees that it is responsible, at no cost to MDT, to service, maintain and repair the storm drain system installed OR MODIFIED as part of this Project. b. For the purposes of this Agreement, “maintenance of the storm drain system,” is defined as: inspection, cleaning, repair and replacement of the storm drain system, including storm drain inlets, piping, manholes and appurtenances making up the storm drain system; cleaning and maintenance of open ditches associated with the storm drain system. 6. Guardrail a. Upon completion of the Project by MDT and its Contractor, the Local Agency agrees that it is responsible, at no cost to MDT, to maintain the guardrails within the Project. b. For the purposes of this Agreement, “maintenance of guardrails,” is defined as: the inspection, cleaning, repair, and replacement of guardrail damaged through weathering, vandalism, impacts or other incidents damaging the guardrail. 7. Retaining Wall a. Upon completion of the Project by MDT and its contractor, the Local Agency agrees that it is responsible, at no cost to MDT, to service, maintain and repair, and pay the cost of operating the retaining walls. b. For the purposes of this Agreement, "maintenance of retaining walls," is defined as: regular inspection to ensure the safety and functionality of the amenity; surface repair/patching; crack sealing; washing; replacing portions of damaged wall; and any and all other normally accepted maintenance practices. 46 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 6 of 11 ARTICLE V. GENERAL TERMS AND CONDITIONS 1. Term – The term of this Agreement shall be ten (10) years. After the initial ten (10) year term, this Agreement will renew automatically, for successive one (1) year terms, unless superseded by a new Agreement between the parties. 2. Termination – This Agreement may be terminated by either party if the other party violates or breaches any term, condition, or article of this Agreement and the breaching party has failed to correct (or reasonably initiate correction) within 60 days of receiving notice in writing addressed to the breaching party’s representative, of such violation or breach of any term, condition, or article of this Agreement. 3. Other Agreements – Other Agreements pertaining to the project area remain in full force and effect. In the case of a conflict between this Agreement and a previously executed Agreement, the terms of this Agreement apply. 4. Hold Harmless & Indemnification – a. The Local Agency agrees to protect, defend, indemnify, and hold MDT, its elected and appointed officials, agents, and employees, while acting within their duties as such, harmless from and against all claims, liabilities, demands, causes of action, and judgments (including the cost of defense and reasonable attorney fees) arising in favor of or asserted by the Local Agency’s employees or third parties on account of personal or bodily injury, death or damage to property, arising out of the acts or omissions of the Local Agency, its agents, or sub-contractors, under this Agreement, except the negligence of MDT. b. The State and MDT agrees to protect, defend, indemnify, and hold the Local Agency, its elected and appointed officials, agents, and employees, while acting within their duties as such, harmless from and against all claims, liabilities, demands, causes of action, and judgments ( including the cost of defense and reasonable attorney fees) arising in favor of or asserted by the MDT’s employees or third parties on account of personal or bodily injury, death or damage to property, arising out of the acts or omissions of MDT, its agents, or sub-contractors, under this Agreement, except the negligence of the Local Agency. 5. Insurance – a. General Requirements: Each Party shall maintain for the duration of this Agreement, at its own cost and expense, insurance, a self-funded plan, or risk-pooling agreement covering claims for personal or bodily injury, death, or damage to property that may arise from or in connection with the performance of duties and obligations in this Agreement by each Party, its agents, employees, representatives, assigns, or sub-contractors. This coverage shall cover such claims as may be caused by any negligent act or omission. b. General Liability : Each Party shall purchase and maintain coverage with single and combined single limits for bodily injury, personal injury, and property damage at or exceeding the requirements of Mont. Code Ann. § 2-9-108 to cover such claims as may be caused by or arising out of any negligent acts or omissions in work or services performed under this Agreement, or as established by statutory tort limits as provided under this Agreement or as established by statutory tort limits as provided by a public entity self-insurance program either individually or on a pool basis as provided by Montana Code Annotated Title 2, Chapter 9. 47 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 7 of 11 c. Workers’ Compensation Insurance: Local Agency must maintain workers’ compensation insurance and require its contractors and its contractor’s sub-contractors to carry their own workers’ compensation coverage while performing work within MDT right-of-way in accordance with Montana Code Annotated §§ 39-71-401 and 39-71-405. Proof of compliance must be in the form of worker’s compensation insurance, an independent contractor’s exemption, or documentation of corporate officer status. Neither the Local Agency nor its contractor, subcontractors, and employees are employees of MDT. This insurance/exemption must be valid for the entire Agreement period. d. General Provisions: All coverage must be with a carrier licensed to do business in the State of Montana or by a public entity self-insured program either individually or on a pool basis. Each Party must notify the other immediately of any material change in coverage, such as changes in limits, coverage, change in status of policy, etc. Each Party reserves the right to request complete copies of the other Party’s insurance policy or self-insured memorandum of coverage at any time. 6. Public Safety – It is agreed, if any repairs to the elements of the Project must be performed to address or prevent a public hazard, the Local Agency will immediately protect the area from public access, contact the appropriate MDT Area Maintenance Office, and make reasonable and timely effort to correct or repair the hazard. 7. Invoicing and Indirect Cost (IDC) – If MDT incurs any costs resulting from this Agreement, MDT shall be entitled to be compensated for such costs by the Local Agency and the Local Agency shall pay the same within thirty (30) days of its receipt of such invoices. MCA §17-1-106, requires all state agencies, including MDT, which receive non-general funds to identify and recover indirect costs (IDC) in addition to direct project costs. MDT’s IDC rate is recalculated annually, as defined in 2 CFR Part 200, Appendix VII in consultation with the FHWA. The IDC rate in effect for the fiscal year MDT incurs the costs will be charged to Local Agency in addition to the direct project costs. i. Invoices will be sent to: City of Bozeman Attn: Treasurer PO Box 1230 Bozeman, MT 59771 ii. Payments shall be made to: Montana Department of Transportation Attention: Collections 2701 Prospect Avenue PO Box 201001 Helena, MT 59620-1001 8. Choice of Law and Venue – This Agreement shall be governed by the laws of Montana. The Parties agree that any litigation concerning this Agreement must be brought in the First Judicial District Court, in and for the County of Lewis and Clark, State of Montana, and each party shall pay its own costs and attorney fees except as otherwise noted in this agreement. 9. Binding Effect – The benefits and obligations set forth in this Agreement shall be binding upon, and inure to the benefit of, their respective successors, administrators and assigns of the Parties. 48 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 8 of 11 10. Relationship of Parties – Nothing contained in this Agreement shall be deemed or construed (either by the parties hereto or by any third party) to create the relationship of principal and agent or create any partnership joint venture or other association between the Parties. 11. Non-Discrimination – The Local Agency will require that during the performance of any work arising out of this Agreement the Local Agency, for itself, assignees, and successors shall comply with all applicable non-discrimination regulation set forth in Attachment “A” attached hereto and made part of this Agreement. 12. ADA—MDT requires that any construction resulting from this Agreement must include appropriate pedestrian facilities that meet or exceed current MDT standards for accessibility as set forth by the United States Department of Justice 2010 ADA Standards for Accessible Design, United States Access Board Accessibility Guidelines for Pedestrian Facilities in the Public Right-of-Way, and MDT’s Detailed Drawings, 608 series. 13. Audit – The Local Agency grants to the Legislative Auditor and the Legislative Fiscal Analysts the right, without prior notice and during normal business hours, to audit, at their own costs and expense, all records, reports, and other documents, the Local Agency maintains in connection with this Agreement. 14. Utilities – This Agreement is subject to the right of any private or public utility entity now lawfully occupying the right-of-way to continue to operate and maintain utility facilities thereupon. Copies of existing utility permits may be obtained from the MDT District Utility Agent. 15. Amendment and Modification – This Agreement may be modified or amended only by written Amendment signed by the Parties. In addition to the terms and conditions contained herein, the provisions of any Amendment may be incorporated and made a part hereof by this reference in the terms of the Amendment so provided. In the event of any conflict between the terms and conditions hereof and the provisions of any Amendment, the provision of the Amendment shall control, unless the provisions thereof are prohibited by law. 16. Access and Retention of Records – The Local Agency agrees to provide MDT, the State of Montana Legislative Auditor, or their authorized agents access to any records necessary to determine compliance with the Agreement. The Local Agency agrees to create and retain records supporting this Agreement for a period of three (3) years after the completion date of the Agreement or the conclusion of any claim, litigation or exception relating to the State of Montana or a third party. 17. Severability – In the event that any one or more of the provisions of this Agreement should be invalid, illegal or unenforceable in any respect, the validity, legality and enforceability of the remaining provisions contained herein shall not in any way be affected or impaired thereby. 18. Representatives a. Local Agency’s Representative: The Local Agency’s Representative for this Agreement shall be the Local Agency Manager or designee or such other individual as Local Agency shall designate in writing. Whenever approval or authorization from or communication or submission to Local Agency is required by this Agreement, such communication or submission shall be directed to the Local Agency’s Representative and approvals or authorizations shall be issued only by such Representative; provided, however, that in exigent circumstances when Local Agency’s Representative is not available, MDT may direct its communication or submission to other designated Local Agency personnel or agents. 49 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 9 of 11 b. MDT’s Representative: The MDT Representative for this Agreement shall be the District Administrator or Area Maintenance Chief or such other individual as MDT shall designate in writing. Whenever direction to or communication with MDT is required by this Agreement, such direction or communication shall be directed to MDT’s Representative; provided, however, that in exigent circumstances when MDT’s Representative is not available, Local Agency may direct its direction or communication or submission to other designated MDT personnel or agents. 19. Counterpart Execution – This Agreement may be executed in two or more counterparts, each of which shall be deemed an original but all of which together shall constitute one and the same Agreement. The counterparts of this Agreement may be executed and delivered by facsimile or other electronic signature by any of the parties to any other party and the receiving party may rely on the receipt of such document so executed and delivered by facsimile or other electronic means as if the original had been received. 50 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 10 of 11 IN WITNESS WHEREOF, MDT’s authorized representative has hereunto signed on behalf of the State of Montana, and the Local Agency’s authorized representative on behalf of the Local Agency, has signed and affixed hereto the seal of the Local Agency. STATE OF MONTANA, DEPARTMENT OF TRANSPORTATION By Date Montana Department of Transportation Approved for Legal Content Approved for Civil Rights CITY OF Bozeman By Date Chuck Winn City of Bozeman ATTEST Mike Maas City Clerk APPROVED AS TO FORM AND CONTENT: Greg Sullivan City Attorney (CITY SEAL) Bozeman MONTANA 51 STPU 1212(8), Kagy Blvd S. 19th to Willson, UPN 8931000 Page 11 of 11 ATTACHMENT A: MDT NONDISCRIMINATION AND DISABILITY ACCOMMODATION NOTICE 52 Memorandum REPORT TO:City Commission FROM:Alex Newby, Deputy City Clerk Mike Maas, City Clerk SUBJECT:Confirm Stormwater Program Specialist, Frank Greenhill's, Appointment to the Gallatin Local Water Quality District Board MEETING DATE:March 3, 2026 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:Confirm Stormwater Program Specialist, Frank Greenhill's, Appointment to the Gallatin Local Water Quality District Board STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other public agencies and build on these successes. BACKGROUND:The Gallatin Local Water Quality District mission is: "To protect, preserve and improve groundwater and surface water quality within the Gallatin Local Water Quality District. The focus of the Gallatin Local Water Quality District is on water resources education and water quality monitoring for increased awareness of water- related issues and public health." In 2010, the City of Bozeman adopted Ordinance 1763 "to establish standards and procedures to ensure effective, efficient and consistence means of preventing injury, damage, and expense from storm water...and its provisions be applicable to any activity by any individual or entity engaging in the disposal of any pollutant that has the potential to adversely impact the water quality of watercourses, water bodies, or groundwater." In his professional capacity, Specialist Greenhill is uniquely positioned to represent the City in the efforts of the District Board. Utilities Director, Shawn Kohtz, supports the appointment. UNRESOLVED ISSUES:none identified ALTERNATIVES:As per City Commission FISCAL EFFECTS:none Report compiled on: February 24, 2026 53 54 Memorandum REPORT TO:City Commission FROM:Greg Sullivan, City Attorney Jennifer A. Giuttari, Assistant City Attorney SUBJECT:Special Presentation on Changes to the Wireless Code provisions in the Bozeman Municipal Code MEETING DATE:March 3, 2026 AGENDA ITEM TYPE:Plan/Report/Study RECOMMENDATION:None. STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and maintenance for existing and new infrastructure. BACKGROUND:On March 11, 2025, the City entered into a professional services agreement with CityScape Consultants for legal services. Specifically, CityScape agreed to: 1. Evaluate the City's wireless and telecommunication facility code to ensure it is properly regulating the location, placement, dimensions, and design of wireless and telecommunication facilities, and to ensure that the Bozeman Municipal Code complies with federal and state law; 2. Review the City's application and permitting process for encroachments in the right of way, including reviewing if it complies with federal and state law, and with best practices; and 3. Assist the City in developing model terms for when the City is leasing space on and in city facilities for telecommunication and/or wireless purposes, or for use when the City is renegotiating existing leases and licenses, including but not limited to conduit leases. During this special presentation, staff will present an update on the findings of this research, and the review conducted of the City's wireless and telecommunications code and its related procedures in light of changes in federal law. UNRESOLVED ISSUES:None. ALTERNATIVES:As identified by the City Commission. 55 FISCAL EFFECTS:None. Report compiled on: February 17, 2026 56 Memorandum REPORT TO:City Commission FROM:Dean Adams, Dean of College of Arts and Architecture Chuck Winn, City Manager SUBJECT:MSU Strategic Plan Outreach MEETING DATE:March 3, 2026 AGENDA ITEM TYPE:Administration RECOMMENDATION:Receive presentation STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other public agencies and build on these successes. BACKGROUND:Montana State University is developing a new strategic plan to guide the university into its next chapter, and we want to hear from you! This plan will build on MSU’s recent momentum and set bold priorities to better serve students, communities, and the state of Montana. Everyone is invited to share ideas and help define what comes next for MSU. Additional sessions to be announced. You can learn more about our process, share your input, or stay updated by visiting https://www.montana.edu/strategicplan. UNRESOLVED ISSUES:none ALTERNATIVES:none FISCAL EFFECTS:none Report compiled on: February 20, 2026 57 Memorandum REPORT TO:City Commission FROM:David Fine, Economic Development Manager SUBJECT:Resolution Establishing the Cash-in-Lieu Amount Under the City's Affordable Housing Ordinance. MEETING DATE:March 3, 2026 AGENDA ITEM TYPE:Resolution RECOMMENDATION:Consider the Motion: I move to adopt the Resolution. STRATEGIC PLAN:4.5 Housing and Transportation Choices: Vigorously encourage, through a wide variety of actions, the development of sustainable and lasting housing options for underserved individuals and families and improve mobility options that accommodate all travel modes. BACKGROUND:The City Commission finally adopted Ordinance 2025-001 on February 11, 2025. The ordinance, known as the Affordable Housing Ordinance (AHO), provides density bonuses in exchange for the provision of a percentage of long-term affordable homes in a project. The AHO adopted new policy guidelines allowing for applicants to provide cash-in-lieu (CIL) payments instead of providing the affordable units within the project. The AHO was reviewed by the Economic Vitality Board on December 4, 2026 and the Community Development Board on August 12, 2024 and January 13, 2025 prior to its adoption by the City Commission. This Resolution implements the adopted policy for determining CIL. Root Policy Research, a housing policy and economics consulting firm reviewed the CIL methodology in the AHO and calculated proposed CIL rates for inclusion in this Ordinance. A memorandum from Root Policy Research explaining the calculation and methodology for the cash-in-lieu payments is linked. Mollie Fitzpatrick, a principal at Root Policy Research will present the proposed rates and take questions regarding the calculation and methodology. Cash-in-lieu has many advantages for the city in obtaining and stewarding long-term affordable housing. CIL provides a source of funds that can leverage other public and private sources to create more units of affordable housing than could be provided in a particular project. In addition, these funds do not come with the significant long-term stewardship costs and may allow the CIL funds to be invested in projects with more efficient long-term stewardship structures. 58 UNRESOLVED ISSUES:The current Affordable Housing Ordinance incentivizes long-term affordable rental housing. Long-term affordable home ownership requires dramatically different stewardship paradigms. In addition, the approach and methods for calculating CIL for for-sale affordable homes are different than those used for rental housing. Staff plans to return to the Commission with policy options related to affordable for-sale housing within the calendar year. ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:The are no direct fiscal effects created by adopting this Resolution. The city may receive CIL funds as a result of adopting this Resolution. "The city must use all cash-in-lieu funds to support the creation or preservation of affordable dwellings." 38.040.060.B. Attachments: AHO CIL Resolution FINAL 20260226.docx AHO Rental CIL Memo 20260223.pdf Report compiled on: February 24, 2026 59 Version February 2023 RESOLUTION 2026 -____ A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, ESTABLISHING THE CASH-IN-LIEU AMOUNT UNDER THE CITY’S AFFORDABLE HOUSING ORDINANCE. WHEREAS, Bozeman City Commission Ordinance 2025-001, known as the Affordable Housing Ordinance, chapter 38, article 3, division 340, BMC) (the “AHO”) became effective on March 13, 2025; and WHEREAS, pursuant to 38.340.060, BMC, the AHO provides for alternative means of compliance including donation of land, or paying a cash-in-lieu of housing fee; and WHEREAS, 38.340.060.2.a., BMC states, “For each affordable dwelling required by section 38.380.020, but not provided, the cash-in-lieu amount will be established based on a per dwelling price adopted by resolution of the commission.”; and WHEREAS, the City retained Root Policy Research, a housing economics firm, to calculate an acceptable cash-in-lieu fee schedule based on the criteria listed in the AHO; and WHEREAS, the Commission determines the cash-in-lieu amount established herein is reasonable and as required by the AHO based on the difference between the average new construction rental rate for apartments in the city and the established affordable rental rate calculated over the course of 20 years. 60 Version February 2023 NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, to wit: The cash-in-lieu of affordable rental housing rates are set at the following amounts: Dwelling Size 1 bedroom $197,520 2 bedrooms $242,400 3 bedrooms $306,960 Studio rentals are subject to the one-bedroom cash-in-lieu rate and units of greater than 3 bedrooms are subject to the three-bedroom rate. When calculating the additional fractional amount pursuant to 38.340.020.I.3, the cash-in-lieu rate is calculated based on the largest unit size by number of bedrooms included in the project. PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 3 day of March 2026. ___________________________________ JOEY MORRISON Mayor ATTEST: ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: ___________________________________ GREG SULLIVAN City Attorney 61 MEMORANDUM To: City of Bozeman From: Root Policy Research Re: Bozeman AHO Cash in Lieu Calculation Date: February 23, 2026 Ordinance 2025-001, passed by Bozeman City Council on February 11, 2025, outlines incentives available to developers of rental housing in the City of Bozeman in exchange for the provision of income-restricted housing units in conjunction with new development. The Affordable Housing Ordinance, or AHO, also allows for alternative compliance such that instead of constructing the affordable, income restricted units, developers may qualify for incentives by donating land or providing a cash-in-lieu payment to the City’s community housing fund. As outlined in Sec. 38.380.060. of the AHO, The following apply to payment of cash-in- lieu: 1. For each affordable dwelling required by 38.380.020, but not provided, the cash- in-lieu amount will be established based on a per dwelling price adopted by resolution of the commission. 2. The per dwelling amount must be based on the difference between the average new construction rental rate for apartments in the city and the established affordable rental rate calculated over the course of 20 years. 3. The cash-in-lieu amount must be determined on the number, type of dwellings, and mix of bedrooms identified as affordable in the affordable housing plan and proposed to be constructed. 4. Cash-in-lieu payments must be paid prior to issuance of a building permit for any dwelling in the development. This memo provides the calculation (and methodology) for cash-in-lieu payments in 2025 based on 2025 HUD Income Limits and 2025 market-rent data from CoStar. As outlined in the ordinance, the cash-in-lieu (CIL) should be based on the difference between new construction rental rates and affordable rental rates, This method is commonly referred to as the “affordability gap” method. The theory behind this 62 methodology is that the City should be able to use the fee revenue to “subsidize” affordable units—effectively “buying down” the cost of market-rate units. The AHO further specifies that the affordability gap should be calculated over a period of 20 years. The following data and assumptions are used to calculate the CIL for Bozeman’s AHO:  Affordable rents at 60% AMI and 80% AMI are based on 2025 HUD Income Limits for Gallatin County, using person-to-bedroom ratios consistent with the standards required for Low Income Housing Tax Credit rent limits;  Market-rate rents for new construction by bedroom are based on multifamily properties in the City of Bozeman and rely on CoStar data (the leading rental market data source) for 2025 Q2 rents by number of bedrooms among properties constructed in 2023 or later.  The CIL accounts for 20 years of affordability gap on the assumption that rent limits and market rents increase at the same rate over time. Simply, the rent differential is annualized and multiplied by 20 for the up-front CIL in today’s dollars. Figure 1 shows the monthly market-rate new construction rents along with the monthly affordable rents at both 60% AMI and 80% AMI along with the resulting monthly affordability gap. The Figure also scales rents and affordability gap across the 20-year term required by the AHO. The light blue shading in the bottom right corner of the figure is the resulting CIL per affordable unit required. Figure 1. Affordability Gap Calculation and Resulting CIL per Unit Required Source: Root Policy Research. Bedrooms 60% AMI 80% AMI 60% AMI 80% AMI Monthly Rent 1 Bedroom $2,161 $1,338 $1,785 $823 $376 2 Bedrooms $2,616 $1,606 $2,142 $1,010 $474 3 Bedrooms $3,136 $1,857 $2,476 $1,279 $660 Annual Rent x 20 years 1 Bedroom $518,640 $321,120 $428,400 $197,520 $90,240 2 Bedrooms $627,840 $385,440 $514,080 $242,400 $113,760 3 Bedrooms $752,640 $445,680 $594,240 $306,960 $158,400 Affordable Rent Affordability Gap Market Rent Units Built 2023+ 63 Memorandum REPORT TO:City Commission FROM:Chuck Winn, City Manager SUBJECT:Resolution Adding Ex-Officio MSU Members to Certain City Boards MEETING DATE:March 3, 2026 AGENDA ITEM TYPE:Resolution RECOMMENDATION:Consider the Motion: I move to adopt the Resolution Adding Ex-Officio MSU Members to Certain City Boards STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other public agencies and build on these successes. BACKGROUND:On December 2, 2025, the City Commission received a presentation from the Associate Students of Montana State University (ASMSU) related to ex- officio membership on City boards. With this initiative, the Student Advisory Council, would create a non-voting seat designated to a MSU student on each of the five Consolidated City Boards. These students, who will undergo a nomination and training process, will then be able to represent student interests in different aspects of city policy. Additionally, they will be able to collaborate on cross-cutting issues to facilitate the creation of official student opinions. Because these seats are non-voting, they can be flexible for student's unique needs while not interfering with the functioning of the City board. UNRESOLVED ISSUES:None ALTERNATIVES:As Directed by Commission FISCAL EFFECTS:None Attachments: Res for ASMSU Ex Officio.docx Report compiled on: February 25, 2026 64 Resolution Page 1 of 3 RESOLUTION A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, ESTABLISHING A STUDENT OF MONTANA STATE UNIVERSITY AS AN EX OFFICIO MEMBER OF THE COMMUNITY DEVELOPMENT BOARD, THE ECONOMIC VITALITY BOARD, THE SUSTAINABILITY BOARD, THE TRANSPORTATION BOARD, AND THE URBAN PARKS AND FORESTRY BOARD. WHEREAS, on August 10, 2021, the Bozeman City Commission adopted Resolution 5330 establishing the Community Development Board; and WHEREAS, on October 7, 2025, the City Commission adopted Resolution 2025-62, amending the membership of the Community Development Board; and WHEREAS, on August 10, 2021, the City Commission adopted Resolution 5329 establishing the Economic Vitality Board; and WHEREAS, on August 10, 2021, the City Commission adopted Resolution 5327, establishing the Sustainability Board; and WHEREAS, on August 10, 2021, the City Commission adopted Resolution 5326, establishing the Transportation Board; and WHEREAS, on August 10, 2021, the City Commission adopted Resolution 5328, establishing the Urban Parks and Forestry Board; and WHEREAS, the City Commission desires to establish an ex-officio position to be held solely by a student of Montana State University as established herein. 65 Resolution Page 2 of 3 NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, that: SECTION 1: CREATION The City Commission hereby creates an ex-officio position to be held by a student of Montana State University on the Community Development Board, the Economic Vitality Board, the Sustainability Board, the Transportation Board, and the Urban Parks and Forestry Board. SECTION 2: APPOINTMENT/TERM/CONDITIONS The City Commission hereby establishes the method of appointment, term of office, and other conditions of the MSU student ex-officio member: 1. Each board will have a separate ex-officio member. 2. ASMSU will advertise for appointment to the ex-officio position and pursuant to its organizational procedures will recommend a Montana State University student for appointment by the City Commission. 3. The ex-officio must be a current student of Montana State University. 4. The term of the ex-officio position shall be for one year commencing at the beginning of the fall semester. The term will run until the beginning of the following fall semester at which time the term of the next appointee will begin. 5. The Montana State University student ex-officio is an official as defined in 2.03.470, BMC, and is subject to the City’s Code of Ethics and all other requirements under State and City law applicable to an appointed official. 6. The Montana State University student ex-officio is also subject to Resolution 5323 (High Performing Boards), establishing standards of conduct for all appointed officials. 7. The Montana State University student ex-officio may participate in discussion of all issues that come before the board to which they have been appointed but will be a non-voting member. 8. The Montana State University student ex-officio will not count toward the number of members of the board necessary to establish a quorum of the board. 9. The Montana State University ex-officio will not receive compensation for their service but will be entitled to previously authorized expenses, including travel expenses, incurred during the discharge of duties. 10. The Montana State University ex-officio serves at the pleasure of the Commission and may be removed by a majority vote of the Commission for any or no reason. 66 Resolution Page 3 of 3 SECTION 5: SAVINGS CLAUSE This Resolution does not affect any prior action, decision, or recommendation of the Community Development Board, the Economic Vitality Board, the Sustainability Board, the Transportation Board, or the Urban Parks and Forestry Board. PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 3rd day of March, 2026. ____________________________________ JOEY MORRISON Mayor ATTEST: ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: ___________________________________ GREG SULLIVAN City Attorney 67 Memorandum REPORT TO:City Commission FROM:Chuck Winn, City Manager SUBJECT:Resolution Adopting 2026-2027 City Commission Priorities MEETING DATE:March 3, 2026 AGENDA ITEM TYPE:Resolution RECOMMENDATION:Consider the Motion: I move to adopt the Resolution Approving the 2026- 2027 City Commission Priorities STRATEGIC PLAN:7.3 Best Practices, Creativity & Foresight: Utilize best practices, innovative approaches, and constantly anticipate new directions and changes relevant to the governance of the City. Be also adaptable and flexible with an outward focus on the customer and an external understanding of the issues as others may see them. BACKGROUND:On January 12, 2026, the City Commission met with the Bozeman Director Team to discuss Commission priorities for 2026-2027 Commission term. The attachment includes four high-level priorities intended to capture the direction the City Commission desires to take Bozeman through the focused efforts of the city staff. Once the Commission adopts their priorities, city staff will describe the specific initiatives in the City Manager's workplan designed to accomplish each of programmatic efforts listed under each priority. UNRESOLVED ISSUES:The Commission may desire to make changes to these priorities. ALTERNATIVES:As suggested by the City Commission FISCAL EFFECTS:Resources needed to accomplish this work will be determined by the specific tasks identified in the City Manager's work plan and be included in the biennial budget for Commission review and approval. Attachments: Resolution Approving 2026-2027 Priorities.docx 2026_Commission_Priorities_-_Commission_Draft_4.docx Report compiled on: February 17, 2026 68 RESOLUTION A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, ADOPTING THE BOZEMAN CITY COMMISSION PRIORITIES FOR 2026 AND 2027. WHEREAS, the City of Bozeman adopted its Strategic Plan through Resolution 4852 on April 16, 2018; and WHEREAS, the City of Bozeman recognizes the importance of strategic planning and community engagement to ensure the most effective use of available resources; and WHEREAS, the City continues to implement multiple long-range plans and strategies designed to align with community expectations and priorities; and WHEREAS, the Commission and Staff remain committed to advancing the programs and initiatives contained within these guiding documents to achieve the community’s vision; and WHEREAS, in a work session on January 12, 2026, which was open to the public, the Commission discussed its priorities for the next two years; and NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, to wit: that the Bozeman City Commission Priorities for 2026 and 2027 are incorporated in Exhibit A. PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 3rd day of March, 2026. ___________________________________ JOEY MORRISON Mayor 69 ATTEST: ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: ___________________________________ GREG SULLIVAN City Attorney 70 2026-2027 Bozeman City Commission Priorities DRAFT V.4 March 3, 2026 The City Commission’s priorities represent broad, high-level goals that guide the community’s long-term vision and policy direction. These priorities set the “what” and “why”—the outcomes we aim to achieve and the values that shape our decisions. Specific actions we take to further the priorities will be included in workplans developed for each initiative. 1. Keep Bozeman a safe and welcoming place for all. a. Ensure city policies, practices, and services foster a community where all people feel safe, respected, and able to participate fully in community life – and identify and address service gaps when they arise. b. Ensure appropriate funding and staffing for police, fire, and emergency response services, and support coordinated responses to behavioral-health and crisis situations. c. Work with the school district and other partners to ensure Bozeman remains a welcoming place. d. Advance multimodal transportation improvements from Safe Streets for Everyone (SAFE) and Urban Transportation District (UTD) and explore funding opportunities. 2. Engage meaningfully with the community. a. Strengthen city advisory board efficacy to ensure alignment with community goals. b. Strengthen the relationship with Montana State University. c. Cultivate public/private partnerships and collaboration. d. Review the city’s strategic plan to ensure it reflects current community goals. e. Leverage evidence-based survey methodologies to understand community attitudes. 3. Bridge the affordability gap. a. Improve housing access through a variety of programs and strategies. b. Review and revise the affordable housing ordinance. c. Streamline the development review process to eliminate unnecessary steps that add cost and delay, while maintaining quality and compliance. d. Support efforts to improve living wage opportunities in Bozeman. e. Support efforts to improve access to childcare. 4. Protect Bozeman’s heritage, neighborhoods, and environment. a. Complete the city’s landmark, historic preservation and Neighborhood Conservation Overlay District (NCOD); Integrated Water Resources Plan (IWRP); Urban Forest Management Plan; and other neighborhood/environmental plans and initiatives. b. Make necessary edits/revisions to the Unified Development Code (UDC) and Zone Map for clarity and efficacy. 71 FY26 DNRC Forestry Subaward Page 1 of 13 Subaward Agreement Number: UCF-24-323 Maximum Award Amount Available: $ 20,000.00 Source of Funds: Federal Award FY24 IRA-UCF Federal Assistance Listing Number: 10.727, Inflation Reduction Act Urban & Community Forestry Program Federal Award Identification: USDA USFS Grant # 23-DG-11010000-031 Inflation Reduction Act-Urban & Community Forestry State Allocations; executed on 7/27/2023, from the United States Department of Agriculture (USDA) – Forest Service (USFS) Federal Authority: Cooperative Forestry Assistance Act, P.L. 95-313 as amended,16 USC 2105 and Public Law 117-169, Subtitle D, Section 23003(a) DNRC Funding Pass-Through Org: 5114823 Fund: 03160 Subclass: 555YT Expiration: See Section 2.1, Period of Performance Approvals Drafter Program Fiscal Legal KT AA LP MP SUBRECIPIENT Name: City of Bozeman Federal Tax ID #: 81-6001238 UEI: EEAPKALAEM35 Address: 121 N Rouse Ave City, State, Zip+4: Bozeman, MT 59715 This Subaward Agreement, hereinafter referred to as “Subaward”, is accepted by City of Bozeman, hereinafter referred to as the “Subrecipient”, according to the following terms and conditions. The purpose of this Subaward is to establish mutually agreeable terms and conditions, specifications, and requirements to grant funds to the Subrecipient. SUBAWARD AGREEMENT between CITY OF BOZEMAN and the MONTANA DEPARTMENT OF NATURAL RESOURCES AND CONSERVATION Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 672 FY26 DNRC Forestry Subaward Page 2 of 13 SECTION 1. PROGRAM PROVISIONS This Subaward is offered by the Urban and Community Forestry Program of the Montana Department of Natural Resources and Conservation, Forestry and Trust Lands Division, hereinafter referred to as “DNRC”. This Subaward, awarded and administered by the DNRC using grant funds awarded by the USFS, is consistent with the policies, procedures, objectives, and intent of the listed Federal Authority and of the Urban and Community Forestry (UCF) Inflation Reduction Act grant program. The federal program has location requirements for project activities. Projects must take place entirely within disadvantaged communities as identified in the Climate and Economic Justice Screen Tool (CEJST) or the EPA Environmental Justice and Screening Mapping Tool (EJScreen), as shown in the Montanan Urban and Community Forestry Grant Tool. Projects must benefit communities through eligible UCF program activities such as, but not limited to, urban wood utilization, urban food forests, extreme heat mitigation and workforce development. SECTION 2. PROJECT TERMS Project Name: Branch Out Bozeman: Volunteer Planting Sites and Voucher Program - Round Two 2.1 PERIOD OF PERFORMANCE. This Subaward is effective on the Start Date. Subrecipient shall have until the Termination Date to complete the project and work described in the Project Scope. Start Date: Date of Last Signature Termination Date: September 30, 2027 2.2 AGREEMENT EXTENSION. This Subaward may, upon mutual written agreement between the parties, be extended. The DNRC may allow an extension for completion upon request and showing of good cause by the Subrecipient. Good cause is defined as external factors preventing the Subrecipient from completing the work, including, but not limited to, pandemic, inadequate staff, construction, hazard trees or other barriers on project site(s), and extensive and prolonged inoperable weather conditions. A request for extension should be submitted in writing no less than thirty (30) days prior to the Termination Date if an extension is to be considered by the DNRC. Any extension will require mutual written agreement between the Subrecipient and the DNRC in the form of an Amendment as provided for below in Section 4.7, Assignment and Amendment. 2.3 PROJECT SCOPE. (a.) Supporting Documents/attachments. The Approved Project Proposal for this Subaward to the Subrecipient is attached as Appendix B, which is incorporated herein by reference. Appendix B describes the specific project activities to be performed upon municipal lands by the subrecipient in or near, the community of Bozeman, Montana. In the event content in Appendix B, the approved project proposal differs from or is in conflict with terms presented elsewhere in the Subaward, the Subaward text takes precedence. Additionally, Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 773 FY26 DNRC Forestry Subaward Page 3 of 13 the Subrecipient must fulfill the terms specified in Appendix C, Additional Requirements to Proposal, which is attached hereto and incorporated herein by reference. (b.) The Subrecipient must use the proceeds provided pursuant to this Subaward to perform allowable activities identified in the Approved Project Proposal. The key outcomes of this project are: continuation of 2024 IRA award by planting approximately 40 trees in parks and boulevards and provide up to 50 tree vouchers for $100 off the purchase of a tree to landowners in disadvantaged areas. 2.4 PROJECT BUDGET. The Subaward budget period runs concurrently with the Period of Performance. Subaward funds are allocated to the following budget categories: Project Funding Summary: Direct Costs Subrecipient salary/wages/benefits $3,220.00 Operating Expenses $11,000.00 Payments to Landowners (Beneficiaries) $ Contracted Services $5,780.00 Subtotal – Direct Costs $20,000.00 Indirect Costs (waived) $ Total Subaward Amount $20,000.00 Match Required (None) $ Total Project Funding: $20,000.00 Total payment for all purposes under this Subaward shall not exceed Twenty Thousand and no/100 Dollars ($20,000.00). No match is required. The Subrecipient may transfer up to ten percent (10%) of the Total Subaward Amount between Direct Costs budget categories as needed to complete the project. The Subrecipient must notify the DNRC of such transfers. Transfers between budget categories in excess of ten percent (10%) of the Subaward amount must be requested by the Subrecipient, approved by the DNRC, and documented in an amendment to the Subaward. The indirect cost rate is shown above, expressed as a percentage of indirect costs to direct costs. Unless the rate has been formalized in a Negotiated Indirect Cost Rate Agreement (NICRA) between the Subrecipient and its cognizant federal agency, the rate shown above is hereby approved by the DNRC for the term of this Subaward and may not be changed except via written amendment. Revenue, defined here as gross income earned through project activities minus costs borne by the Subrecipient to earn the income, such as the sale of trees for cost-share planting, must be declared to the DNRC prior to the request of the final disbursement of funds. If the DNRC determines the revenue to be program income (PI), DNRC will direct the Subrecipient to handle PI in one or more of the following ways. (a) The PI may be incorporated into the project and used to meet a matching requirement of the Subaward; the amount of the federal funds Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 874 FY26 DNRC Forestry Subaward Page 4 of 13 awarded remains the same. (b) The PI may be incorporated into the project and used to increase the scope and/or scale of work completed. Increase in completed activities as described in Section 2.3, Project Scope will be commensurate with value of PI; the amount of the federal funds awarded remains the same. (c) The PI may be retained by the Subrecipient, and the value deducted from total allowable costs to determine the net allowable costs available under the Subaward; the amount of the federal funds awarded will decrease at 1:1. (d) The PI may be handled by the Subrecipient in a manner required by state statute, rule, or regulation. When procuring goods or services with Subaward funds, the Subrecipient must follow applicable procurement procedures, found in 2 CFR 200 §§ 200.317 – 200.327 of the Uniform Administrative Requirements, Cost Principles, And Audit Requirements For Federal Awards. 2.5 DISBURSEMENTS. Subrecipient shall submit claims for disbursement of Subaward funds using the “Request for Disbursement of DNRC Grant Funds / Financial Status Report” (Request) form, attached hereto as Appendix D and incorporated herein by reference. Documentation of reimbursable costs incurred and paid must be submitted with the request. Documentation may include, but is not limited to, itemized receipts, vendor invoices, inspection certificates, transaction ledgers or other financial reports that clearly show expenditures, payroll records, copies of checks, bank statements, and other forms of proof of payment. The DNRC will determine whether documentation submitted adequately supports the disbursement request and may require additional documentation before approving payment. Reimbursement of Subrecipient’s expenditures will only be made for expenses included in the Approved Project Proposal, that are clearly and accurately supported by the Subrecipient's records. The Subrecipient may request an advance on available funds. In order to be eligible to receive an advance payment, Subrecipient must maintain written procedures that minimize the time elapsing between the transfer of funds and their disbursement. The timing and amount of advance payments must be as close as is administratively feasible to the actual disbursements of funds by Subrecipient. The request for an advance of funds must indicate how Subrecipient intends to spend the funds. After advanced funds are disbursed by Subrecipient (i.e., anticipated expenses are actually paid), Subrecipient must submit documentation to DNRC within 30 days demonstrating proof of payment, identical to that required for reimbursements above. If Subrecipient receives an advance payment, and Subrecipient subsequently requests a reimbursement payment, Subrecipient must clearly demonstrate how the advanced funds were spent before DNRC will approve Subrecipient’s request for reimbursement of additional expenses. Any funds advanced, but not spent, or whose expenditure is not adequately documented, must be returned to the DNRC upon demand. Subrecipient should seek timely reimbursement of claimed costs incurred under this Subaward. A minimum of one Request must be submitted annually to the DNRC. The annual period begins on the Subaward effective date. In the event no reimbursable costs are incurred in an annual period, a Request for zero dollars ($0.00) listing current Subaward balances should be submitted to the DNRC. Request for final disbursement of Subaward funds is due no later than 30 days following the Subaward termination date. The DNRC may withhold up to ten percent (10%) of the total authorized Subaward amount until both the project tasks (outlined in Section 2.3 and Appendix B) and the Final Report (required by Section 2.6) are completed by the Subrecipient and approved by the DNRC. 2.6 REPORTS. Subrecipient shall immediately notify the DNRC of developments that Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 975 FY26 DNRC Forestry Subaward Page 5 of 13 significantly impact the activities supported under this Subaward. Notification must be given in the case of problems, delays, or adverse conditions that materially impair the ability of the Subrecipient to meet the objectives of the Subaward. The notification must include a statement on action taken or contemplated, and any assistance needed to resolve the situation including requests for scope and/or timeline modifications as provided for below in Section 4.7, Assignment and Amendment. Semiannual progress reports for the periods ending each June and December must be submitted to the DNRC during the period of performance of this Subaward. Reports will provide status information for each project implementation objective. Project status information should include, at a minimum, the percentage completed, costs incurred, and projected completion date. Semiannual reports must be submitted to the DNRC by the last day of the next month following the close of the reporting period. The first period closes June 30, 2026, and the report is due on or before July 31, 2026. The DNRC will review reports for completeness and accuracy and will notify the Subrecipient if changes are necessary. No claims for disbursements will be honored by the DNRC until complete, accurate semiannual reports have been submitted by the Subrecipient. A worksheet for Semiannual Report content development is attached hereto as Appendix E and incorporated herein by reference. A Final Report that details the project status, results, accomplishments, and financial status will be submitted to the DNRC by the Subrecipient for approval upon project completion. Final reports are due no later than 30 days following the Subaward termination date. Final disbursement of Subaward funds is contingent upon the DNRC’s receipt and approval of the following documents: 1) Final Request for Disbursement, 2) DNRC Regional Urban Forester Project Inspection Form, and 3) Final Report. 2.7 METHOD OF SUBMISSION. Entry in the Submittable Grant Management System (GMS) is the required method to submit: all claims for disbursement of Subaward funds as described in Section 2.5 Disbursements; and all reports as described in Section 2.6 Reports. The DNRC will provide links to forms within the GMS to complete these processes during the Period of Performance. The DNRC is not responsible for the receipt and processing of reports or disbursement requests submitted via an alternative method. If the required method of submission changes during the Period of Performance of the Subaward, the DNRC will provide thirty (30) days’ notice in writing. SECTION 3. INSURANCE TERMS 3.1 WORKER'S COMPENSATION. The Subrecipient, its employees and contractors, are not covered by the DNRC’s Workers' Compensation Insurance. The Subrecipient is responsible for making sure that it and its employees are covered by Workers’ Compensation Insurance and that its contractors are in compliance with the coverage provisions of the Workers’ Compensation Act. 3.2 INDEMNITY AND LIABILITY (HOLD HARMLESS / INDEMNIFICATION). Subrecipient agrees to be financially responsible for any audit exception or other financial loss to the DNRC and the State of Montana which occurs due to negligence, intentional Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1076 FY26 DNRC Forestry Subaward Page 6 of 13 acts, or failure by Subrecipient and/or its agents, employees, subcontractors, or representatives to comply with the terms of this Subaward. Subrecipient hereby agrees to defend, indemnify, and hold harmless the DNRC and the State of Montana and its agents from and against any and all claims, demands, or actions for damages to property or injury to persons or other damage to persons or entities arising out of, or resulting from the performance of this Subaward or the results of this Subaward, provided such damage to property or injury to persons is due to the negligent act or omission, recklessness, or intentional misconduct of Subrecipient or any of its employees and agents. This Subaward is not intended to relieve a liable party of financial or legal responsibility. 3.3 INSURANCE REQUIREMENTS. General Requirements. The Subrecipient shall maintain for the duration of this Subaward, at its cost and expense, liability insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work by the Subrecipient, agents, employees, representatives, assigns, or subcontractors. This insurance shall cover such claims as may be caused by any negligent act or omission of the Subrecipient or its officers, agents, representatives, assigns or subcontractors. Specific Requirements for General Liability. The Subrecipient shall purchase and maintain occurrence coverage with minimum combined single limits for bodily injury, personal injury, and property damage of $1,000,000 per occurrence and $2,000,000 aggregate per year, or as established by statutory tort limits of $750,000 per claim and $1,500,000 per occurrence as provided by a self-insurance pool insuring counties, cities, or towns, as authorized under Section 2-9-211, MCA. SECTION 4. DNRC GENERAL TERMS AND CONDITIONS 4.1 DNRC's ROLE. The DNRC will monitor project expenditures for payment eligibility. The DNRC assumes no responsibility for the Subrecipient's obligation to faithfully perform the tasks and activities required by this Subaward. The DNRC assumes no responsibility for verifying the right of the Subrecipient to conduct project activities on properties included in the Subaward project. The Subrecipient is responsible for obtaining all appropriate permissions to conduct activities. In the event content in the approved project proposal differs from or conflicts with terms presented elsewhere in the Subaward, the Subaward text takes precedence. The Subrecipient may contact the DNRC's Program Representative, identified in Section 6. Principal Contacts and Authorizations, for guidance related to administration of the terms of this Subaward. The Subrecipient may contact the Technical Specialist if one is listed in Section 6. Principal Contacts and Authorizations, for assistance with project execution. The roles and responsibilities of the technical specialist include but are not limited to, providing technical assistance to the Subrecipient to achieve intended outcomes of the project; conducting reviews of project plans, activities, and accomplishments upon request of the Subrecipient or as often as deemed necessary by the DNRC; and assisting the Subrecipient in complying with Montana’s Forest Practices Laws and voluntary Best Management Practices in the course of carrying out Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1177 FY26 DNRC Forestry Subaward Page 7 of 13 project activities. If no Technical Specialist is listed, the Subrecipient may contact the Program Representative to provide these services. 4.2. AVAILABILITY OF SUBAWARD FUNDS. The Subrecipient acknowledges and understands that Subaward funds become available based on federal awards to the DNRC. Costs incurred by the Subrecipient or any beneficiary prior to this Subaward are not eligible for reimbursement but may be counted as match funds upon prior written approval by the DNRC. The commitment by the DNRC to expend money is contingent upon the DNRC receiving funds under the federal award. No liability shall accrue to the DNRC or its officials in the event such funds are not appropriated or issued as authorized in the federal award. The DNRC may, at its sole discretion, issue a temporary stop-work order, reduce the scope of project activities, or terminate this Subaward if appropriated funding is reduced or unavailable for any reason. The DNRC will provide the Subrecipient as much notice as possible if a work stoppage, reduction in scope, or termination is determined to be necessary due to the unavailability of funds. Until the DNRC notifies the Subrecipient that obligated funds are unavailable, the DNRC will continue to comply with the terms of this Subaward, including the disbursement of funds for eligible expenses incurred by the Subrecipient up to the specified date and time provided in a written notice. 4.3 RECORDS AND AUDITS. The Subrecipient must maintain appropriate and adequate records showing complete entries of all receipts, disbursements, and other transactions relating to this Subaward for three (3) years after the later of either the final Subaward payment or the termination of this Subaward. The DNRC, the Montana Legislative Audit Division, or the Montana Legislative Fiscal Division may, at any reasonable time, audit all records, reports, and other documents that the Subrecipient maintains under or during the course of this Subaward to ensure compliance with all terms and conditions of the Subaward. During the period of performance and extending after this Subaward is terminated and closed, the DNRC reserves the right to disallow and recover an appropriate amount after fully considering any recommended disallowances resulting from an audit or other review. 4.4 PROJECT MONITORING AND ACCESS FOR INSPECTION AND MONITORING. The DNRC or its agents may monitor and inspect all phases and aspects of the Subrecipient’s performance to determine compliance with this Subaward, including but not limited to the adequacy of records and accounts, project progress and accomplishments, and adherence to any project specifications. The Subrecipient shall accommodate requests for the DNRC access to sites and records with due consideration for safety, private property rights, and convenience of everyone involved. Inadequate accommodation of requests, as determined by the DNRC, may be viewed as a failure to comply as outlined in Section 4.9. 4.5 EMPLOYMENT STATUS. The DNRC is not an owner or general contractor for the project. The DNRC does not control the work activities or worksite of the Subrecipient or any contractors that might be engaged by the Subrecipient for completion of the project. The Subrecipient is independent from and is not an employee, officer, or agent of the DNRC. The Subrecipient shall ensure that all its employees complete the I-9 form to certify they are eligible for lawful employment under the Immigration and Nationality Act (8 U.S.C. 1324(a)). The Subrecipient shall comply with regulations regarding certification and retention of the completed forms. Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1278 FY26 DNRC Forestry Subaward Page 8 of 13 4.6 COPYRIGHTING AND GOVERNMENT RIGHT TO USE. The Subrecipient is granted sole and exclusive right to copyright any publications developed with funding provided under this subaward. The State of Montana and the USFS reserve a royalty-free, nonexclusive, and irrevocable right to reproduce, publish, or otherwise use, and to authorize others to use the work for government purposes. This provision includes any right of copyright to which the Subrecipient purchases ownership with any federal contributions. No original text or graphics produced by the State of Montana or the USFS shall be copyrighted. 4.7 ASSIGNMENT AND AMENDMENT. The Subrecipient may not assign or transfer any portion of this Subaward without the DNRC’s express written consent. Amendments will be in writing, signed by both parties, and attached as an integral component of this Subaward. This Subaward may be terminated by the mutual written consent of both parties. If this Subaward is terminated, the Subrecipient may not submit claims for reimbursement for costs incurred beyond the mutually agreed to termination date. 4.8 COMPLIANCE WITH APPLICABLE STATE AND LOCAL LAWS. All work performed under this Subaward must fully comply with all applicable federal, state, and local laws, rules, and regulations, including but not limited to, the Montana Human Rights Act. Any subletting or subcontracting by the Subrecipient subjects subcontractors to the same provision. In accordance with 49-3-207, MCA, the Subrecipient agrees that the hiring of persons to perform this Subaward will be made on the basis of merit and qualifications and without discrimination based upon race, color, religion, creed, political ideas, sex, age, marital status, physical or mental disability, or national origin of the persons performing this Subaward. It shall be the Subrecipient's responsibility to obtain all permits, licenses, or authorizations that might be required from government authorities for completion of the project. Procurement of labor, services, supplies, materials and equipment shall be conducted according to applicable federal, state, and local statutes. The DNRC’s signature on this Subaward does not guarantee the approval or issuance of any permits, licenses, or any other form of authorization to take action for which the Subrecipient must apply with the DNRC or any other government entity and submit to the DNRC to fulfill the terms of this Subaward. 4.9 FAILURE TO COMPLY. If the Subrecipient fails to comply with the terms and conditions of this Subaward, the DNRC may terminate this Subaward and/or refuse additional disbursements of subaward funds and/or take legal action to recover disbursed subaward funds. Such termination will become a consideration in the DNRC’s evaluation of future applications for subawards. 4.10 MONTANA LAW AND VENUE. Any action or judicial proceeding for enforcement of the terms of this Subaward shall be instituted only in the courts of Montana and shall be governed by the laws of Montana. Venue shall be in the First Judicial District, Lewis and Clark County, Montana. SECTION 5. FEDERAL FUNDING SOURCE TERMS AND CONDITIONS 5.1 COMPLIANCE WITH APPLICABLE LAWS. (a.)The Subrecipient must comply with the requirements of the Federal Office of Management and Budget (OMB) guidance in subparts A through F of 2 CFR Part 200, Uniform Administrative Requirements, Cost Principles, And Audit Requirements For Federal Awards, as adopted and supplemented by the USDA in 2 CFR Part 400. These regulations are available online at the following website: www.ecfr.gov. This includes applicable procurement procedures covered in 2 CFR 200 §§ 200.317 – 200.327. Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1379 FY26 DNRC Forestry Subaward Page 9 of 13 (b.) The Subrecipient certifies that it will abide by all certifications and assurances set forth in USDA Form AD-1048, “Certification Regarding Debarment, Suspension, Ineligibility & Voluntary Exclusion Lower Tier Covered Transactions,” this form having been signed, attached hereto as Appendix A, and incorporated herein by reference. Per the terms of the federal award, the Subrecipient shall also require all second-tier subrecipients and contractors who will be paid with Subaward funds to sign form AD-1048, and the Subrecipient shall keep completed forms on file. (c.) All work performed under this Subaward must fully comply with all applicable federal, state, and local laws, rules, and regulations, including but not limited to, the Civil Rights Act of 1964, the Age Discrimination Act of 1975, the Americans with Disabilities Act of 1990, and Section 504 of the Rehabilitation Act of 1973. Any subletting or subcontracting by the Subrecipient subjects subcontractors to the same provision. Procurement of labor, services, supplies, materials and equipment shall be conducted according to applicable federal, state, and local statutes. (d.) If the amount of this Subaward is in excess of $100,000, the Subrecipient will comply with all applicable standards, orders, or requirements issued under section 306 of the Clean Air Act (42 U.S.C. 1857(h)), section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and Environmental Protection Agency regulations (40 CFR part 15). (e.) If the Subaward includes funds for Contracted expenses, the Subrecipient must comply with the requirements of Appendix II to Part 200 - Contract Provisions for Non-Federal Entity Contracts Under Federal Awards of 2 CFR Part 200. Items of note include: Equal Employment Opportunity; Clean Air Act; Davis-Bacon Act; Contract Work Hours and Safety Standards Act; Rights to Inventions; Debarment and Suspension; Byrd Anti-Lobbying Amendment; Prohibition On Certain Telecommunications And Video Surveillance Services Or Equipment; and Domestic Preferences for Procurements. (f.) DOMESTIC PREFERENCES FOR PROCUREMENTS. The Subrecipient should, to the greatest extent practicable and consistent with law, provide a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States (including but not limited to iron, aluminum, steel, cement, and other manufactured products). “Manufactured products” means items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber. “Produced in the United States” means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. (g.) PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE EQUIPMENT OR SERVICES. The Subrecipient is responsible for compliance with the prohibition on certain telecommunications and video surveillance services or equipment identified in 2 CFR 200.216. See Public Law 115-232, Section 889 for additional information. In accordance with 2 CFR 200.216, the Subrecipient is prohibited from obligating or expending loan or grant funds for covered telecommunications equipment or services to: (1) procure or obtain covered telecommunications equipment or services; (2) extend or renew a contract to procure or obtain covered telecommunications equipment or services; or (3) enter into a contract (or extend or renew a contract) to procure or obtain covered telecommunications equipment or services. Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1480 FY26 DNRC Forestry Subaward Page 10 of 13 (h.) PROHIBITION AGAINST CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS. The Subrecipient may not require its employees, contractors, or subrecipients seeking to report fraud, waste, or abuse to sign or comply with internal confidentiality agreements or statements prohibiting or otherwise restricting them from lawfully reporting that waste, fraud, or abuse to a designated investigative or law enforcement representative of a federal department, an agency authorized to receive such information, the federal Office of Inspector General, or the DNRC. Due to this these requirements, prohibitions and restrictions of any internal confidentiality agreements inconsistent with paragraph one of subsection (g.) of this award provision are no longer in effect. (i.) WHISTLEBLOWER NOTICE. Per 41 U.S.Code § 4712, it is illegal an employee of the Subrecipient to be discharged, demoted, or otherwise discriminated against for making a protected whistleblower disclosure. In this context, these categories of individuals are whistleblowers who disclose information that the individual reasonably believes is evidence of one of the following: gross mismanagement of a Federal contract or grant; a gross waste of Federal funds; an abuse of authority relating to a Federal contract or grant; a substantial and specific danger to public health or safety; or a violation of law, rule, or regulation related to a Federal contract (including the competition for or negotiation of a contract) or grant. See 41 U.S.Code § 4712, regarding the disclosure requirements, procedure, remedial actions and remedies. (j.) TRAFFICKING IN PERSONS. The Subrecipient under this award and the Subrecipient’s employees may not: (1) Engage in severe forms of trafficking in persons during the period of time that the award is in effect; (2) Procure a commercial sex act during the period of time that the award is in effect; or (3) Use forced labor in performance of the award or subawards under the award. The Subrecipient must inform the DNRC immediately of any information received from any source alleging a violation of a prohibition listed here. (k.) NONDISCRIMINATION STATEMENT – PRINTED, ELECTRONIC, OR AUDIOVISUAL MATERIAL. The Subrecipient shall include the following statement, in full, in any printed audiovisual material, or electronic media for public distribution developed or printed with any Federal funding. “In accordance with Federal law and U.S. Department of Agriculture (USDA) civil rights regulations and policies, this institution is prohibited from discriminating on the basis of race, color, national origin, sex, age, disability, and reprisal or retaliation for prior civil rights activity. (Not all prohibited bases apply to all programs.) Program information may be made available in languages other than English. Persons with disabilities who require alternative means of communication for program information (e.g., Braille, large print, audiotape, and American Sign Language) should contact the responsible State or local Agency that administers the program or USDA’s TARGET Center at (202) 720- 2600 (voice and TTY) or contact USDA through the Federal Relay Service at (800) 877-8339. To file a program discrimination complaint, a complainant should complete a Form AD-3027, USDA Program Discrimination Complaint Form, which can be obtained online at https://www.ocio.usda.gov/document/ad-3027, from any USDA office, by calling (866) 632-9992, or by writing a letter addressed to USDA. The letter must contain the complainant’s name, address, telephone number, and a written description of the alleged discriminatory action in Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1581 FY26 DNRC Forestry Subaward Page 11 of 13 sufficient detail to inform the Assistant Secretary for Civil Rights (ASCR) about the nature and date of an alleged civil rights violation. The completed AD-3027 form or letter must be submitted to USDA by: (1) Mail: U.S. Department of Agriculture, Office of the Assistant Secretary for Civil Rights, 1400 Independence Avenue SW, Washington, D.C. 20250-9410; o (2) Fax: (833) 256-1665 or (202) 690-7442; or (3) Email: program.intake@usda.gov.” If the material is too small to permit the full Non-Discrimination Statement to be included, the material will, at a minimum, include the alternative statement: “This institution is an equal opportunity provider.” 5.2 AGENCY RECOGNITION REQUIREMENTS. (a.) Use of Agency Insignia. The Subrecipient shall request in writing permission from the USFS Northern Region and receive written permission from the USFS before using the USFS insignia on any published media, such as a webpage, printed publication, or audiovisual production. The Subrecipient shall request in writing and receive written permission from the DNRC before using the DNRC insignia on any published media, such as a webpage, printed publication, or audiovisual production. (b.) Public Notices. The Subrecipient is encouraged to give public notice of the receipt of this Subaward of federal grant funds and, from time to time, to announce progress and accomplishments. Press releases or other public notices should include and all notices of funding opportunities or solicitation for project participants must include a statement substantially as follows: “The funding for this project is derived in full [or in part] from a federal award of the U.S. Forest Service, Department of Agriculture, subawarded by the Montana Department of Natural Resources and Conservation, Forestry Division.” (c.) Acknowledgment in Publications, Audiovisuals, and Electronic Media. The Subrecipient shall acknowledge USFS and DNRC support as appropriate in any publications, audiovisuals, and electronic media developed as a result of this subaward of USFS grant funds. Follow direction in USDA Supplemental 2 CFR 415.2. Remainder of Page Left Blank Intentionally Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1682 FY26 DNRC Forestry Subaward Page 12 of 13 SECTION 6. PRINCIPAL CONTACTS AND AUTHORIZATIONS 6.1 PRINCIPAL CONTACTS. Individuals listed below are authorized to act in their respective areas for matters related to this Subaward. All correspondence or requests for information and assistance shall be submitted to the appropriate listed individual. DNRC Program Representative & Technical Specialist Subrecipient Representative & Project Manager Name: Alexis Armstrong Title: Urban Forestry Program Manager, Interim Address: 2705 Spurgin Road City, State, Zip: Missoula, MT 59804 Telephone: 406-542-4207 Email: alexis.armstrong@mt.gov Name: Alex Nordquest Title: Forestry Division Manager Address: 121 N Rouse Avenue City, State, Zip: Bozeman, MT 59715 Telephone: 406-582-3225 Email: anordquest@bozeman.net DNRC Administrative & Fiscal Subrecipient Administrative & Fiscal Name: Kate Tran Title: Grants and Agreements Specialist Address: 2705 Spurgin Road City, State, Zip: Missoula, MT 59804 Telephone: 406-542-4333 Email: ktran@mt.gov Name: Jamie Grabinski Title: Grants Coordinator Address: 121 N Rouse Avenue City, State, Zip: Bozeman, MT 59715 Telephone: 406-582-2364 Email: jgrabinski@bozeman.net Remainder of Page Left Blank Intentionally Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 1783 FY26 DNRC Forestry Subaward Page 13 of 13 6.2 AUTHORIZATION. This Subaward consists of pages 1 – 13, plus the following appendices: • Appendix A [Form AD-1048] • Appendix B [Approved Project Proposal] • Appendix C [Additional Requirements to Proposal] • Appendix D [Request for Disbursement Form] • Appendix E [Semiannual Report Worksheet]. The Subrecipient hereby accepts this Subaward according to the above terms and conditions. Through signature, each party certifies that the individuals listed in this Subaward as representatives of the parties are authorized to act in their respective areas for matters related to this Subaward. In witness whereof, the parties hereto execute this Subaward. ___________________________ By: ___________________________________________ Date Subrecipient Authorized Representative ___________________________________________ Printed Name ___________________________ By: ___________________________________________ Date DNRC Authorized Representative ___________________________________________ Printed Name Remainder of page for SUBRECIPIENT USE ONLY: Additional Signatures as Required The DNRC does not require additional signatures and takes no role in evaluation of any inclusion or omission. Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F Alex Nordquest 2/12/2026 2/12/2026 Alexis Armstrong 1884 AD-1048 OMB No. 0505-0027 Expiration Date: 09/30/2025 Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions The following statement is made in accordance with the Privacy Act of 1974 (5 U.S.C. § 552a, as amended). This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, and 2 CFR §§ 180.300, 180.335, Participants' responsibilities. The regulations were amended and published on August 31, 2005, in 70 Fed. Reg. 51865-51880. Copies of the regulations may be obtained by contacting the Department of Agriculture agency offering the proposed covered transaction. According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person is not required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control number for this information collection is 0505-0027. The time required to complete this information collection is estimated to average 15 minutes per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. The provisions of appropriate criminal and civil fraud privacy, and other statutes may be applicable to the information provided. (Read instructions on page two before completing certification.) A.The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals ispresently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participationin this transaction by any Federal department or agency; B.Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. ORGANIZATION NAME PR/AWARD NUMBER OR PROJECT NAME NAME(S) AND TITLE(S) OF AUTHORIZED REPRESENTATIVE(S) SIGNATURE DATE In accordance with Federal civil rights law and U.S. Department of Agriculture (USDA) civil rights regulations and policies, the USDA, its Agencies, offices, and employees, and institutions participating in or administering USDA programs are prohibited from discriminating based on race, color, national origin, religion, sex, gender identity (including gender expression), sexual orientation, disability, age, marital status, family/parental status, income derived from a public assistance program, political beliefs, or reprisal or retaliation for prior civil rights activity, in any program or activity conducted or funded by USDA (not all bases apply to all programs). Remedies and complaint filing deadlines vary by program or incident. Persons with disabilities who require alternative means of communication for program information (e.g., Braille, large print, audiotape, American Sign Language, etc.) should contact the responsible Agency or USDA's TARGET Center at (202) 720-2600 (voice and TTY) or contact USDA through the Federal Relay Service at (800) 877-8339. Additionally, program information may be made available in languages other than English. To file a program discrimination complaint, complete the USDA Program Discrimination Complaint Form, AD-3027, found online at How to File a Program Discrimination Complaint and at any USDA office or write a letter addressed to USDA and provide in the letter all of the information requested in the form. To request a copy of the complaint form, call (866) 632-9992. Submit your completed form or letter to USDA by: (1) mail: U.S. Department of Agriculture, Office of the Assistant Secretary for Civil Rights, 1400 Independence Avenue, SW, Washington, D.C. 20250-9410; (2) fax: (202) 690-7442; or (3) email: program.intake@usda.gov. USDA is an equal opportunity provider, employer, and lender. Appendix A Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F City of Bozeman Alex Nordquest Forestry Division Manager 2/12/2026 UCF-24-323 1985 Form AD-1048 Page 2 of 2 Instructions for Certification (1)By signing and submitting this form, the prospective lower tier participant is providing the certification set out on page 1 inaccordance with these instructions. (2)The certification in this clause is a material representation of fact upon which reliance was placed when this transaction wasentered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the Department or agency with which this transaction originatedmay pursue available remedies, including suspension or debarment. (3)The prospective lower tier participant must provide immediate written notice to the person(s) to which this proposal is submittedif at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. (4)The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction," "participant," "person, ""primary covered transaction," "principal," "proposal," and "voluntarily excluded," as used in this clause, have the meanings setout in the Definitions and Coverage sections of the rules implementing Executive Order 12549, at 2 CFR Parts 180 and 417. You may contact the Department or agency to which this proposal is being submitted for assistance in obtaining a copy of thoseregulations. (5)The prospective lower tier participant agrees by submitting this form that, should the proposed covered transaction be enteredinto, it may not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the Department or agencywith which this transaction originated. (6)The prospective lower tier participant further agrees by submitting this form that it will include this clause titled "CertificationRegarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transactions," without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. (7)A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that thecertification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not required to, check the General Services Administration’s System for AwardManagement Exclusions database. (8)Nothing contained in the foregoing shall be construed to require establishment of a system of records to render in good faith thecertification required by this clause. The knowledge and information of a participant is not required to exceed that which isnormally possessed by a prudent person in the ordinary course of business dealings. (9)Except for transactions authorized under paragraph (5) of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded fromparticipation in this transaction, in addition to other remedies available to the Federal Government, the Department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. Appendix A Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2086 Montana DNRC Grants Powered by Submittable Title City of Bozeman Forestry Division by Alex Nordquest in Forestry - FY25 UCF IRA anordquest@bozeman.net 01/02/2025 id. 49223484 Original Submission 01/02/2025 Score n/a 1. Organization Information 1.1. Organization Name City of Bozeman Forestry Division 1.2. Has the organization received any DNRC Forestry grants or subawards previously? No 2. Applicant Information The person completing this application. By default, of Submittable, the person submitting this application will be the point of contact for future communications such as reports and requests for reimbursement for the life of this grant. You may collaborate with others to complete the application and future forms, but you will be responsible for the final submission of them. HERE are the instructions for collaborating with others for this application. 2.1. Your name Alex Nordquest 2.2. Your Phone +14065823225 2.3. Your Email anordquest@bozeman.net 2.4. Provide a Secondary Contact for the project. Jamie Grabinski 2.5. Secondary Contact Phone +14065822364 2.6. Secondary Contact Email jgrabinski@BOZEMAN.NET 3. Project Elements Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2187 3.1. Project Name Branch Out Bozeman: Volunteer Planting Sites and Voucher Program - Round Two 3.2. Project Location Throughout City of Bozeman CEJST and EJ Map Layers 3.3. Map of Project Location IRA_Round_Two_Bozeman_Tree_Planting_within_Disadvantaged_Map.pdf All applicants must upload a PDF from the Montana Urban and Community Forestry Grant Tool that shows the location of the project. 3.4. Is the proposed project located entirely in a disadvantaged area? Yes 3.5. Have you contacted your DNRC Service Forester? Yes 3.5.1. Foresters Name Elias Davis 4. Project Description 4.1. Project Description - Provide 2-3 paragraphs that summarize your project. The City of Bozeman's Forestry Division received funding in the initial IRA grant program to support tree planting projects. This effort is ongoing and focuses on both volunteer planting sites and a voucher to discount planting on private property. Planting more trees and educating the community are major goals of our partnership with local nonprofit Gallatin Watershed Council, which we're calling Branch Out Bozeman: Urban Forest Network. We're seeking additional grant funding to strengthen this program. A second round of planting and vouchers would allow us to reach more residents in disadvantaged areas. We've identified several public parks & boulevards for planting projects, and more residents could take advantage of the voucher system to assist with the cost of planting trees on their own property. 5. Existing Program Resources 5.1. Do you have a tree inventory? Yes 5.1.1. How does your tree inventory tie to the project? We'd record any tree planting within city parks and boulevards on our inventory system. We maintain an active record of over 27,000 trees, noting new planting, various types of pruning, and removals. Trees planted on private property through the voucher program would not be included, but can be accounted for in future canopy assessments. 5.1.2. Upload your Tree Inventory BozemanTreeInventory_20241223.xlsx Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2288 5.2. Do you have an urban forest management plan? Yes 5.2.1. How does your urban forest management plan tie into the project? Our management plan specifically focuses on Community Engagement and increasing Species Diversity. We can address both items through this project. We couldn't conduct additional plantings without volunteers, and the voucher offers incentives for residents to plant trees at their homes. For both programs, we can focus on tree species that are most impactful for increasing species diversity. 5.2.2. Upload your Urban Forest Management Plan. Bozeman_Urban_Forestry_Management_Plan.pdf 5.2.3. Is the project located in a Tree City USA community? Yes 6. Federal & State Program Goals 6.1. How does your project align with the state and federal program goals? Choose all that apply. 1. Advance public education and understanding for the social, economic, environmental and aesthetic values of trees, forests and related resources in communities. 2. Climate change mitigation and adaptation. 3. Expand opportunities, resources and access for underserved and at-risk populations and communities. 4. Advance tree inventory and assessment information. 5. Promote urban forestry planning and tree management plans including broadening community engagement. 6. Develop and encourage the profession of urban forestry through technology transfer, education and training. 7. Increase the biodiversity, health and resilience of trees in urban and community forests through best maintenance and management practices. 6.1.1. Explain how the project advances public education and understanding for the social, economic, environmental and aesthetic value of trees, forests and related resources in communities. Every volunteer planting is a chance to engage our community. We use the opportunity to explain key benefits provided by new trees - shade for playgrounds, grass, and buildings; biodiversity for a resilient landscape, improved stormwater and erosion effects, and beautification. The voucher program includes educational materials explaining the benefits of trees. Particular focus is given to planting orientation - that trees to the southern and western edge of the property are crucial for blocking intense summer sun, reducing cooling demands on housing that often lacks air conditioning. 6.1.2. Explain how the project advances climate change mitigation and adaptation. All efforts through Branch Out Bozeman are focused on 3 main environmental goals: improving water quality, addressing tree equity, and reducing the urban heat island effect. This project will target areas where new trees will maximize their impacts for climate change concerns. Volunteer planting sites will be selected based on these criteria and the voucher program will focus on residents living in areas most vulnerable to climate change. Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2389 6.1.3. Explain how the project expands opportunities, resources and access for underserved and at- risk populations and communities. The grant project would be fully within Bozeman's CEJST and EJ disadvantaged areas. We'd be hosting volunteer events that are free and open to the public, while the voucher offers educational resources and incentives to purchase trees that may otherwise be cost prohibitive for those on restricted budgets. The vouchers would offer $100 off the price of a tree, with minimum standards on size and species to maximize the efficacy of new plantings. 6.1.4. Explain how the project advances tree inventory and assessment information. The Forestry Division adds all new volunteer plantings to our citywide inventory. Every volunteer event is an opportunity to explain this powerful management tool, and volunteers feel empowered that they've personally contributed to the urban forest. The inventory is displayed on the City's website, allowing for residents to navigate the map and learn more about trees near their homes and parks. While trees planted in the voucher program won't be included in the inventory, Gallatin Watershed Council will track vouchers redeemed and contact residents for planting site details. 6.1.5. Explain how the project promotes urban forestry planning and tree management plans, including broadening community engagement. We've accomplished many of the main goals from our 2016 Urban Forest Management Plan, but our community engagement has been lacking. Our plan recommends we "establish a healthy and vibrant relationship between the community and Bozeman's Forestry Division", and this goal is only possible with community partners like the Gallatin Watershed Council. Further grant funding would allow us to continue volunteer efforts and our new voucher program. 6.1.6. Explain how the project develops and encourages the profession of urban forestry through technology transfer, education and training. The Forestry Division focuses heavily on its routine responsibilities (pruning, removals, storm response) and has limited capacity for other ways to engage residents. Volunteer events are an excellent way to personally interact with the community and teach people the benefits of trees. Continuing the voucher program would increase our impact on the private landscape and ensure that participating vendors are sharing our messaging. 6.1.7. Explain how the project increases the biodiversity, health and resilience of trees in urban and community forests through best maintenance and management practices. Our tree planting is always focused on increasing species diversity, but it's also a chance to emphasize other details for tree health. The importance of watering, mulch, trunk guards, and staking are all included in discussion & materials. Both of these programs allow us to explain our current overreliance on Ash and Maples and the importance of alternative species for our urban environment. An important aspect to educate the public on is the necessity of introduced, non-native species that are perfectly suitable for the Bozeman area. 7. Project Personnel 7.1. List the Project Personnel I would like to use the provided table for my project personnel information. Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2490 7.1.1. Provided Project Personnel Table Project Personnell List.xlsx 7.2. Supplemental Information - Project Personnel Narrative. If desired, use this space to explain or expand on the Personnel information. Alex Nordquest - Alex would be heavily involved with this project, working directly with GWC staff to select planting sites within the disadvantaged map. This would include both park spaces and street boulevards lacking tree canopy. He would also contribute to any revisions of the previous grants' voucher design & implementation. Forestry Staff - Wynn, Amy, Jesse, and Luke would contribute when it's time to purchase/deliver trees on volunteer days. They've also provided valuable input on potential sites within the disadvantaged map layers. Staff involvement with planting events would be minimized to simply dropping off trees and supplies, as most volunteer events with be led by GWC off- hours. Lilly McLane - Lilly would be heavily involved, directly assisting in the selection of planting sites and leading creation of the voucher program. Tess Parker - Tess is GWC's lead for volunteer events of all kinds. She's participated in several Forestry events and has the expert knowledge necessary to lead volunteers through the details of a successful tree planting. 8. Leveraging Local Support and Outreach 8.1. List local groups and people supporting the project with in-kind contributions and volunteering time. I would like to use the provided table for my Leveraging Local Support and Outreach information. 8.1.1. Provided table for Leveraging Local Support and Outreach. Leveraging Support List.xlsx 8.2. Supplemental Information - Leveraging Support Narrative. If desired, use this space to explain or expand on the Leveraging Support List. The local support lists includes several potential partners. Our planting sites aren't finalized for this project yet, but all partners listed have participated in previous events with either time or donations. Further local support could expand with increased awareness and outreach. 9. Project Work Plan and Schedule 9.1. Outline the Project Work Plan and Schedule I would like to use the provided table for my Project Work Plan and Schedule. 9.1.1. Provided Table for Work Plan and Schedule TableTemplate.xlsx Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2591 9.2. Supplemental Information - Project Work Plan and Schedule Narrative. If desired, use this space to explain or expand on the Project Plan and Schedule. Volunteer planting sites would be selected for 2025, with the process repeated for 2026 and possibly 2027 (May-June) if needed. Gallatin Watershed Council staff will provide outreach and advertising to announce events and conduct volunteer signups and waivers. Once vouchers are distributed (likely summer of 2026 for this grant), GWC staff would track redeemed vouchers and provide follow-up with residents. This would include information on the location of trees planted and resident commitments to watering and other key maintenance items for healthy trees. 9.3. Does your project include tree planting? Yes 9.3.1. Upload your 3-year tree establishment plan. Branch_Out_Bozeman_-_3_Year_Tree_Establishment_Plan.docx 9.4. Does your project include a tree planting cost-share program? Yes 10. Project Monitoring and Effectiveness 10.1. Describe how your project will meet the needs of and specifically benefit the disadvantaged community and population where the project is located. Outline long-term results, outputs and deliverables. This project would provide direct benefits to the community within Bozeman's CEJST and EJ mapped areas. We're specifically targeting parks and boulevards within this area for our volunteer projects, and the voucher program will only be available to residents within the mapped area. All volunteer plantings will be added to our tree inventory and reflected on map layers for the Branch Out Bozeman website. Annual maintenance and tree inspections would be conducted by Forestry staff. We'd also track all redeemed vouchers and display metrics on those plantings (distribution, species, etc.). These map layers would be open to the public on the Branch Out Bozeman website, developing into year-over-year measurements of the project's success. 10.2. Describe any potential challenges that could impact the project. Any staff turnover (from either the Forestry Division or Gallatin Watershed Council) would impact this project. However, the central goals & methods of the effort would be recorded by both parties to ensure continuity. Another challenge could be volunteer commitment. Failure of volunteers to actually attend their scheduled events, or in fewer numbers than promised, would make completion of planting events more difficult. Inclement weather may lead to rescheduling of events and complicate the limited window for successful planting given Bozeman's hot and dry summers. For the voucher program, we don't know how much demand to expect. Another round of 50 vouchers through this grant may not be enough to satisfy interest. 11. Budget Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2692 Check "More Information" to learn about direct and indirect costs. More Information Direct costs are those that are directly and only related to a project. For example: the hours that the organizations forester spends on a particular project, similarly the miles that are driven by the forester to the project location. If a mailing is part of the project, the cost of printing, envelopes and stamps are considered direct costs. Indirect costs are those that are not directly and only related to a specific project but are spread across the entire organization or several projects. Examples are: rent for the office, the electric bill for the organization. Salary/wages/benefits can be assessed to indirect costs as well, such as an accountant who handles the accounting for the entire organization and does not track how their hours are spent. Indirect costs are not itemized but are instead paid at a percentage of the Direct costs. Organizations can negotiate a rate with the federal government if they are directly awarded federal funds. This is called a Negotiated Indirect Cost Rate Agreement (NICRA.) Organizations with a NICRA are eligible to request their full percentage rate for any award that comes from federal funds. They can request a smaller rate, but never more than the NICRA. Organizations without a NICRA are eligible to request Indirect Costs at the de minimis rate of 15%. You can request less than 15% but unless you have a NICRA, you cannot request more than 15%. 11.1. Are you requesting indirect costs for this project? No Budget Table Instructions IRA Funds- No Match Required 1. Download the Project Budget Table Worksheet. 2. Save the budget table worksheet to your local drive. 3. Complete your budget. Use only numbers in the columns. For example, do not use "/hour" or "per hour", it will cause the formulas to fail. 4. Upload completed budget table worksheet below. Rows and columns of the budget table worksheet should tabulate for you. However, please review your math and totals. 11.2. Upload Completed Project Budget Table City_of_Bozeman_-_UCF_IRA_FY25_-_Budget_Table.xlsx 11.3. Total Funds Requested. 20000 12. Supporting Documentation 12.1. Supplemental Information - Upload any supporting documentation you would like included in the application. Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2793 13. Certification and Authorization to Sign 13.1. Certification and Authority to Sign Yes, I am authorized to sign this application on behalf of the organization I represent. 13.1.1. Federal Funding Certification Statement Alex Nordquest Appendix B ApplicationDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2894 305 MT 86 I 90 306 309 309 313 MT 86 MT 86 US 191;MT 84 I 90;US 191 I 90;US 191 I 90 MontanaStateUniversity Bozeman Montana State Library, Map data © OpenStreetMap contributors, Microsoft, Facebook, Inc. and its affiliates, Esri Community Maps contributors, Map 12/24/2024, 9:50:36 AM 0 1 20.5 mi 0 1.5 30.75 km 1:80,327 Appendix B Montana UCF Grant Application Map Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 2995 Name Title/Qualification Project Role Level of Involvement Alex Nordquest Forestry Division Manager, City of Bozeman Project Lead High Involvement Wynn Krauss Forestry Division Foreman Project Assistant Moderate Involvement Amy Hansen Forestry Division Arborist Project Assistant Occasional Involvement Jesse Silva Forestry Division Arborist Project Assistant Occasional Involvement Luke Gladis Forestry Division Arborist Project Assistant Occasional Involvement Lilly McLane Watershed Restoration Director, Gallatin Watershed Council Project Lead High Involvement Tess Parker Community Engagement Manger, Gallatin Watershed Council Project Lead High Involvement ____________ Appendix B Project PersonnelDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 3096 Partner Organization Name Activities/Effort Oboz Shoes Donations, Staff Volunteer Hours Bozeman Co-Op Grocery Donations NorthWestern Energy Donations, Staff Volunteer Hours Gallatin Valley Land Trust Staff Volunteer Hours ____ Volunteers Activities/Efforts Public Volunteers Tree Planting, Watering Local Eagle Scouts Groups Tree Planting, Watering Bozeman Tree Coalition Tree Planting, Watering ____ Appendix B Leveraging Local Support and OutreachDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 3197 Task Start Date End Date Select site for 2025 Summer Planting March 2025 & 2026 April 2025 & 2026 Purchase and reserve trees March 2025 & 2026 April 2025 & 2026 Conduct 2025 Volunteer Events May 2025 & 2026 July 2025 & 2026 Volunteer Weekly Watering May 2025 & 2026 September 2025 & 2026 Revise Voucher Program Materials March 2025 & 2026 April 2025 & 2026 Print & Distribute Vouchers April 2025 & 2026 July 2025 & 2026 ___ Appendix B Project Work Plan and Schedule Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 3298 Branch Out Bozeman – 3 year tree establishment plan Year 1 Goal: Select opƟmal species for the site PlanƟng (May-July) – volunteer labor uƟlized; planƟng tools supplied including staking, trunk protecƟon, mulch Watering (May-September) – irrigated sites preferred; GWC to coordinate watering volunteers if not (water bags uƟlized) Mulch (At PlanƟng) – Arborist wood chips provided Tree Inventory (At PlanƟng) – add new trees to the system and record date of planƟng, condiƟon, species, etc. Year 2 Goal: Assess for health and conƟnued maintenance needs Staking (April-May) – remove stakes aŌer 1 year Watering (May-September) – assess needs (goal is 2 years of supplemental watering for establishment) Mulch (April-May) – Replenish annually Pruning (AnyƟme) – if necessary for broken/dead, structural Tree Inventory (AnyƟme) – update condiƟon and note any important changes Year 3 Goal: Young tree pruning and monitoring Mulch (April-May) – Replenish annually; increase diameter to match dripline where feasible Watering (May-September) – can be reduced, but not eliminated completely Pruning (AnyƟme) – likely necessary for structural, raising Tree Inventory (AnyƟme) – update condiƟon and record any pruning work Appendix BDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 3399 Provide Organization Name -> Personnel Expenses by Position (Salaries/Wages/Benefits) Quantity Hourly Rate or Piece Rate Total Cost Funds Requested Match Provided (Cash/ In-Kind) Alex Nordquest (City Forestry) 120 50.00$ 6,000.00$ 6,000.00$ Wynn Krauss (City Forestry) 40 30.00$ 1,200.00$ 1,200.00$ Amy Hansen (City Forestry) 20 27.00$ 540.00$ 540.00$ Jesse Silva (City Forestry) 20 26.00$ 520.00$ 520.00$ Luke Gladis (City Forestry) 20 25.00$ 500.00$ 500.00$ Lilly McLane (Gallatin Watershed) 1,800.00$ -$ 1,800.00$ Tess Parker (Gallatin Watershed)1,420.00$ -$ 1,420.00$ TOTALS -> 8,760.00$ 3,220.00$ 8,760.00$ Operating Expenditures (Travel, Supplies, Rentals, Etc.)Quantity Hourly Rate or Piece Rate Total Cost Funds Requested Match Provided (Cash/ In-Kind) Large Canopy Trees 20 300.00$ 6,000.00$ 6,000.00$ Small or Medium sized Trees 20 250.00$ 5,000.00$ 5,000.00$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ TOTALS -> 11,000.00$ 11,000.00$ -$ Contracted Professional Services Quantity Hourly Rate or Piece Rate Total Cost Funds Requested Match Provided (Cash/ In-Kind) Tree Vouchers 50 100.00$ 5,000.00$ 5,000.00$ Printing & Distribution of Vouchers 780.00$ -$ 780.00$ -$ -$ -$ -$ -$ TOTALS ->5,000.00$ 5,780.00$ -$ Total for Direct Cost Categories Funds Requested TOTALS ->20,000.00$ Indirect Costs Rate (%)ect Funds Requested Add Indirect Cost Rate Here-> -$ 20,000.00$ 8,760.00$ Total Project Cost 28,760.00$ Total Match Provided Total Funds Requested from DNRC (Direct + Indirect) TOTAL -> Cost Breakdown (must equal Total Cost for each Appendix B BudgetDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 34100 The following documents for UCF-24-333_Bozeman are on file at DNRC: Bozeman Tree Inventory 2024 Bozeman Urban Forestry Management Plan Appendix B Supporting Documentation Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 35101 Additional Requirements to Proposal The following must be completed for projects involving tree plantings: 1) Tree planting specifications - Part (A) 2)Final Work Inspection Form -Part (B) Part (A) – Tree Planting New Requirement: The Subrecipient shall ensure that a DNRC representative is present during initial planting activities to verify compliance with established best practices. The Subrecipient shall be responsible for providing timely notification to DNRC and for coordinating and scheduling the DNRC representative’s attendance at such activities, including confirming dates, times, and locations in advance. The Subrecipient shall also be responsible for promptly notifying DNRC of any changes or delays that may affect the planned planting activities. All tree planting projects must follow the Best Management Practices for Tree Planting, a special companion publication to the ANSI A300 Part 6: Tree, Shrub, and Other Woody Plant Maintenance – Standard Practices (Transplanting). This booklet covers bare root, containerized, and balled and burlap tree stock. Specifications are summarized here: Time of Year - The ideal time to plant a tree is when it is in a dormant condition, either in early spring before bud-break, or in the fall, after leaves have dropped. Weather conditions at these times are generally cool, allowing plants to establish new roots before the onset of harsh temperatures. Location – Visualize the tree in 20 years. Consider site restrictions (available growing space, soil, pavement, overhead/underground utilities, etc.) Call local utility services at least 2 days prior to digging to locate underground utilities. (Usually 811 or 1-800-424-5555 in MT) Tree selection – Carefully inspect trees and only purchase those that have a strong stem and no physical damage. Avoid trees with circling roots, severe pruning cuts, dead bark or signs of insects and disease. Site preparation – Dig a hole three times as wide as the root ball, but not deeper. Amending soil is not necessary unless planting in disturbed sites or poor soil quality. Break up compacted soil on sides of the hole and leave bottom firm. Tree preparation – 1) Identify root flare - part of the trunk where the roots spread out at the base of the tree. Root flare should be visible after the tree has been planted. You may have to remove some soil from the top of the root ball to find the flare. 2) Cut away strings and burlap or plastic from around the trunk. If tree is container-grown, carefully remove container. Tree placement – Lift tree into planting space by the root ball, not the trunk. Ensure tree is at proper depth and never plant too deep. Trunk flare and top of root ball should be at grade. Balance tree upright at center of planting space. Pull back burlap as much as possible without removing soil from the root ball. Fill with soil – Fill the hole while watering, periodically pausing to gently tamp base, ensuring the tree is firmly settling in the planting space. Finish filling soil just below the trunk flare. Mulch – Apply 2 inches of organic material i.e. wood chips or similar composted material. Leave bare soil around the trunk. Remove any tags, wrap, flagging, etc. from the tree. Such Root Flare Appendix C Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 36102 items were only meant as protection during transportation and installation.  Only stake if necessary - Trees will establish more quickly and develop stronger trunk and root systems if they are not staked at the time of planting. However, protective staking may be required on sites where equipment, animal damage, vandalism or windy conditions are concerns. Use a wide, flexible tying material to avoid injuring trunk and allow the tree to move or sway. Remove staking and ties after one year.  Establishment – Do not fertilize at planting time. Water regularly throughout the first growing season (about once a week unless significant rainfall is received), but do not overwater. Keep lawn mowers and string trimmers away from tree to avoid wounding bark. Only prune dead or injured branches at time of planting.  Long term care & protection – Have a 3-year annual inspection program to replace mulch, provide small tree training (light pruning cuts), and check for signs of stress, insects, disease, or vandalism. Keep trunk area free and clear of weeds and other competing vegetation. Put a fence around tree if site is a feeding ground for rabbits, deer, or other wildlife. Part (B) – Project Inspection Form  Once the Subaward Project is complete, the Subrecipient must contact the DNRC regional urban forester to schedule a final project inspection. The inspection will verify that all required work has been completed and performed in accordance with state and program specifications. The Project Inspection Form must be completed by the DNRC regional urban forester or duly designated DNRC representative. Upon completion and submittal of the Project Inspection Form, a final payment of subaward agreement funds, including any funds that may have been withheld from earlier payment requests, is made to the Subrecipient. If the project is not inspected and approved by the DNRC regional urban forester, or deficiencies are found during inspection and not corrected, funds may be withheld from the Subrecipient. Appendix C Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 37103 Revised 5/2024 Request for Disbursement of Grant/Subaward Funds DNRC Financial Report Organization Name: Agreement #: ☐Request for Reimbursement or ☐Request for Advance Total Award Amount: $ Funds Previously Requested: $ Period Covered by this Request – From Date: To Date: Award Share – REQUEST this Period DNRC validates category spending with each request. Overspending a category budget may delay payment. Employee Time: salary/wages/benefits $ Operating Expenses $ Payments to Landowners (Beneficiaries) $ Contracted Services (incl. Contractor Time) $ Subtotal – Direct Costs $ Indirect Costs $ Total Request Amount $ Recipient Share – MATCH this Period ☐No Match Required Employee Time: salary/wages/benefits $ Operating Expenses $ Landowner Contributions $ Contracted Services (incl. Contractor Time) $ Other (explain in Remarks section below) $ Total Match Amount $ Program Income Earned: $ Award Balance after this Request: $ Remarks: Authorized Certifying Official: I certify to the best of my knowledge and belief that the information provided herein is true, complete, and accurate. I am aware that the provision of false, fictitious, or fraudulent information, or the omission of any material fact, may subject me to criminal, civil, or administrative consequences including, but not limited to violations of U.S. Code Title 18, Sections 2, 1001, 1343 and Title 31, Sections 3729-3730 and 3801-3812. Name: Title: Email: Signature: Date: Appendix DDocusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 38104 Upload volunteer time tracking data Workforce Development accomplished during this reporting period: Were trainings offered? Y/N How many people participated? How many jobs or equivalent FTE were created or maintained because of this project? Please share any media coverage, social media posts, and any stories, videos, or photos. Narrative space for stories, URL’s, and links. Upload space for photos and videos Appendix E UCF PD/IRA Bi-Annual Report Worksheet The intent of this worksheet is to provide a preview of information that will be required on the report. Do not submit this worksheet as a report. Reports must be submitted on the Submittable platform. Your Name, Organization Name Agreement # UCF-XX-XXX Reporting Period: __January 1 - June 30, __July 1 - December 31 Year Project Status: Estimated percentage of project complete. Are you experiencing any delays or issues that are affecting the implementation of the project? If yes, explain issue and remedies. Deliverables and metrics accomplished during this reporting period: Where did project work take place? List all locations where project work took place with an address, park name, or area description. Be prepared to provide data for the following if part of your project: How many total trees were planted at all project locations? Was species diversity increased? Y/N If yes, how? How many total trees were pruned or removed? Was the wood utilized in some way, mulch etc.? Y/N If yes, describe use. How many volunteer hours were worked? Docusign Envelope ID: 0BB961CB-1FFC-40A7-A19E-3D32F337205F 39105