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HomeMy WebLinkAbout04-21-2026- 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. Approval of Minutes THE CITY COMMISSION OF BOZEMAN, MONTANA REGULAR MEETING AGENDA Tuesday, April 21, 2026 City Commission meetings are open to all members of the public. 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. 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.1 Approval of Regular City Commission Meeting Minutes from December 16th, 2026 (Newby) G. Consent G.1 Accounts Payable Claims Review and Approval (Edwards) G.2 Authorize the City Manager to Sign a Task Order 11 with Sanbell for Engineering Services on the Mendenhall Sanitary Sewer Replacement between 5th Avenue and 7th Avenue(DiTommaso ) G.3 Authorize the City Manager to Sign the Annual Montana State Historic Preservation Office Certified Local Government Program Grant Award.(Grabinski) G.4 Reject All Bids for the Water Reclamation Facility Solar Generation Project and Rebid the Project at a Later Date(Heaston) G.5 Approve the Gran Cielo Phase 3 Major Subdivision Preliminary Plat application to further subdivide 4 lots in Block 14 of Gran Cielo Subdivision Phase 2 into a 42 lot subdivision for residential single household and townhouse/rowhouse uses, Application 25703 (Quasi- Judicial)(Garber) G.6 Resolution for the Intent to Create a Special Improvement Lighting District 797 for URBAN + FARM PHASE 2(Hodnett) G.7 Resolution for the Intent to Create a Special Improvement Lighting District 798 for SOUTH RANGE CROSSING SUBDIVISION (SRX) - PHASE 4(Hodnett) H. Public Comment on Non-agenda Items Falling Within the Purview and Jurisdiction of the Commission I. Mayoral Proclamation I.1 Mayoral Proclamation Celebrating Arbor Day(Nordquest) J. Special Presentation J.1 Fiber as Economic Infrastructure: An Economic Impact Analysis of Yellowstone Fiber (Wylie Consider the Motion: I move to approve the regular meeting minutes as submitted. Public comment on items within the Consent Agenda will be called for prior to the City Commission vote for approval. Oral comments are usually limited to three (3) minutes. 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. Special presentations typically have neither public nor City Commission comment. 2 Phillips, Executive Director of NRMEDD) J.2 Information Technology Operations-Telling our Story Presentation(McMahan) K. Action Items K.1 A Resolution of the City Commission of the City of Bozeman, Montana Authorizing the Mayor to Enter into an Agreement on International Territorial Cooperation with the Community of Kopychyntsi, Ternopil Region, Ukraine, through the Cities4Cities Initiative(Fontenot) L. FYI / Discussion M. Adjournment Public comment on all action items will be called for prior to the City Commission making a motion or conducting discussion. Oral comments are usually limited to three (3) minutes. Consider the Motion: I move to approve the resolution authorizing the Mayor to enter into an Agreement on International Territorial Cooperation with the Municipality of Kopychyntsi, Ukraine. 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. 3 Memorandum REPORT TO:City Commission FROM:Alex Newby, Deputy City Clerk Mike Maas, City Clerk Cola Rowley, Assistant City Manager Chuck Winn, City Manager SUBJECT:Approval of Regular City Commission Meeting Minutes from December 16th, 2026 MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Minutes RECOMMENDATION:Consider the Motion: I move to approve the regular meeting minutes as submitted. STRATEGIC PLAN:1.1 Outreach: Continue to strengthen and innovate in how we deliver information to the community and our partners. BACKGROUND:In 2013, The Clerks' Office identified goals related to the Commission’s priority of Improving Technology Utilization and Proficiency. Improvements included: • Live streaming broadcast of the City Commission Meeting • Meeting efficiency • Better access of meeting information for staff and the public • Time savings • Streamlined approach to citizen involvement and public comment In addition to the City Commission, many City Boards utilize the system as well. Beginning January 5, 2021 meetings in the Granicus platform have been closed captioned. Those captions are searchable using the advanced search option on our video view page. Users are always welcome to contact the City Clerks' Office at 406.582.2320 or email BozemanClerksDepartment@bozemanmt.gov for assistance. UNRESOLVED ISSUES:None. ALTERNATIVES:As determined by the Commission. FISCAL EFFECTS:None. 4 Attachments: 12-16-25 City Commission Meeting Minutes.pdf Report compiled on: April 1, 2026 5 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 1 of 13 THE CITY COMMMISSION MEETING OF BOZEMAN, MONTANA MINUTES December 16, 2025 Roll Call Present: Terry Cunningham, Joey Morrison, Jennifer Madgic, Douglas Fischer, Emma Bode Absent: None Excused: None Staff at the Dias: City Manager (CM) Chuck Winn, City Attorney (CA) Greg Sullivan, Director of Community Development (DCC) Erin George, Community Development Manager (CDD) Chris Saunders, Deputy City Clerk (DCC) Alex Newby A) 00:03:10 Call to Order - 6:00 PM - Commission Room, City Hall, 121 North Rouse B) 00:04:59 Pledge of Allegiance and a Moment of Silence or Mindfulness C) 00:05:44 Changes to the Agenda D) 00:05:53 FYI • DM Morrison provided an update on the final Coffee with a Commissioner Friday, December 19th from 9 to 11 am at the Fork and Spoon at 206 E. Griffin Dr. with DM Morrison and Commissioner Bode. • Mayor Cunningham announced that last night, Monday, December 15th there was a gathering at the Belgrade Public Library to celebrate the retirement of Russ Nelson, Mayor of Belgrade for 22 years. • Mayor Cunningham shared that there is a football game between Montana State University and the University of Montana this Saturday, December 20th. Missoula Mayor Andrea Davis and I have placed a wager. The mayor of the losing team will have to wear the opposing team’s cap for at least five minutes at the next Commission Meeting. 6 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 2 of 13 • CM Winn announced that our partners at the Gallatin Valley Metropolitan Planning Organization are developing goals and priorities for the long-range Transportation Plan. Members include the Cities of Bozeman and Belgrade, Gallatin County, Streamline, Montana Department of Transportation and the Federal Highway Administration. They will meet virtually on Thursday, December 18th at 6 pm. You can visit gvmpo.org to rsvp and receive a meeting link. E) 00:10:40 Commission Disclosures • Commissioner Bode announced regarding the second reading of the UDC, that she is in a relationship with Anja Lincke, the Housing Campaign Manager for Forward Montana. F) 00:11:15 Consent F.1 Formal Cancellation of the December 23, 2025 Regular City Commission Meeting F.2 Accounts Payable Claims Review and Approval F.3 Authorize the City Manager to Sign a Second Addendum to a Memorandum of Understanding with Bozeman School District 7 for the Development and Use of Additional Facilities at the Bozeman Sports Park Memorandum of Understanding - Bozeman Sports Park School District Project - Amendment 2.pdf F.4 Authorize the City Manager to Sign the Notice of Award for Construction of Bozeman Sports Park Phase 2 (PTD29), to Williams Civil Construction, Inc., in the Amount of $1,723,664.50, and Final Contract Documents Once Received NOTICE_OF_AWARD BZN Sports Park Phase 2.pdf 04_ADD_1_BID FORM 12.04.2025 (1).pdf Recommendation of Award_2025-12-10.pdf Drawings-Notice_of_Award-Bozeman_Sports_Park_School_District_Project.pdf F.5 Authorize the City Manager to Sign the Field 13 Contract with Field Turf USA, Incorporated BSD7-Field_Field-Turf-Contract.pdf BSD7-Field_Field-Turf-Contract Field-13-Proposal.pdf Bozeman-Sports-Park-Field-13_PRESENTATION-R1-00036660.pdf F.6 Submission to the Department of Housing and Urban Development (HUD), of the Consolidated Annual Performance and Evaluation Report (CAPER) for the HUD Community Development Block Grant (CDBG) Program Year 1, July 7, 2024 - September 30, 2025. CDBG CAPR Public Notice - Public Comment 11-15 to 12-1 2025 FINAL.pdf CAPER Draft FINAL 11-14-25.pdf F.7 Authorize the City Manager to sign an agreement with the State of Montana Department of Health and Human Services for voluntary intergovernmental transfers related to providing ambulance transports for Medicaid. Bozeman Fire Medicaid IGT Contract.pdf F.8 Authorize the City Manager to sign an Amendment 1 to the PSA with The Nest Collective, LLC for the Sustainable Management Program Education and Outreach RFP for Bozeman Sustainable Organics Management Program Education and Outreach Nest Submittal.pdf PSA Amendment Organics Nest.docx 7 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 3 of 13 F.9 Authorize the City Manager to Sign an Amendment 1 to the PSA with The Nest Collective, LLC for Public Relations Services Signed PSA with Nest PSA Amendment PW PR Nest.docx F.10 Authorize the City Manager to Sign Amendment 10 to the Professional Services Agreement for the Field Survey Term Contract with Sanbell, to Facilitate design of a Food Truck and RV Dump Site at the Gallatin County Fairgrounds Field Survey PSA Amendment No 10.docx Amendment 10-120225.pdf Professional Services Agreement - Sanderson Stewart - Capital Improvements Project Field Study.pdf F.11 Authorize the City Manager to Sign a Task Order 12 with Sanbell Rocky Mountain for Bidding Services, Construction Management, and Inspection of Four Urban Renewal Lighting Projects Task Order 012_Construction Administration Bidding_112625.pdf F.12 Resolution Authorizing the City Attorney to Appoint Outside Counsel to Prosecute Misdemeanor Offenses Upon a Conflict Standing Authority to Appoint Counsel 12 5 25 gs.docx F.13 A Resolution of the City Commission of the City of Bozeman, Montana, Accepting the Real Property Currently Known as Gardner Park. 01_Gardner Park Resolution.docx 02_Exhibit A_Gardner Park_Plat.pdf 03_Exhibit B_deeds.pdf 04_Gardner Park_Ped_Inspection.pdf 05_Gardner Park_County Documents.pdf F.14 Final Adoption of an Ordinance Creating a Tenant Right to Civil Counsel and a Landlord/Tenant Mediation Program. Final ORDINANCE Adopting TRC and Mediation Programs.pdf 00:11:25 CM Winn shared the Consent Highlights. 00:12:48 Public Comment on Consent There was no Public Comment on Consent. 00:13:25 Motion to adopt: I move to adopt Consent Items F.1 through F.14 as submitted. Emma Bode: Motion Jennifer Madgic: 2nd 00:13:32 Vote on the Motion to adopt: I move to adopt Consent Items F.1 through F.14 as submitted. The Motion carried 5 - 0. Approve: Terry Cunningham Joey Morrison Jennifer Madgic Douglas Fischer Emma Bode 8 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 4 of 13 Disapprove: None G) 00:13:48 Public Comment on Non-agenda Items Falling Within the Purview and Jurisdiction of the Commission 00:14:18 Mary Bateson thanked Mayor Cunningham for his service. 00:15:04 Alison Sweeney commented on recommended charter language for the neighborhoods program. 00:16:10 Mark Campanelli commented on having student representatives on boards. 00:18:08 Natsuki Nakamura commented on the Fowler Consensus Process. 00:20:06 Terri Quatraro commented on plastics and the Sustainability Board. 00:22:37 Angie Kociolek thanked Mayor Cunningham for his service, specifically regarding wetlands and watercourses in Bozeman. H) Special Presentation H.1 00:24:11 Bozeman Climate Plan 2025 Impact Report CM Winn Introduced the Bozeman Climate Plan 2025 Impact Report Special Presentation 00:24:30 Sustainability Program Manager (SPM) Natalie Myer Presented the Bozeman Climate Plan 2025 Impact Report, Climate Plan Orientation, Climate Plan Goals, 2024 Community Greenhouse Gas Emissions Inventory, 2025 Year in Review, Efficiency at Work, Power Change, Sunlight to Savings: City of Bozeman Solar Production, City of Bozeman Solar PV Permits, Charging Forward, Moving Together, Curbside Organics Collection, Water Smart Bozeman, When it Rains, There's Stormwater, Unified Development Code. H.2 00:38:00 Commission Special Presentation Commissioner Madgic presented the Thankful For Awards. An award from the Bozeman City Commission to recognize people making Bozeman better. Awardees: Jim Madden, Lilly McLane, Katherine Berry, Ben Bailey, Henry "Hap" Happel, and Steve Noble. I) 00:55:43 Action Items I.1 00:55:50 Ordinance 2151 Final Adoption, Repeal and Replacement of all of Chapter 38, Unified Development Code Including Text and Zoning Map to Comply with the Montana Land Use Planning Act and Implement the Bozeman Community Plan, Application 21381 Ordinance 2151.docx Bozeman UDC_Text_Adoption Draft_December 2025_v1.pdf Zoning Map 12-4-2025 (18x18).pdf City Commission Directed Revisions at Provisional Adoption 12-02-2025.pdf 9 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 5 of 13 21381 Staff Report UDC Replacement 2025 - City Commission hearing.pdf 21381 UDC Repeal and Replacement CDB and CC Legal Newspaper Notice.pdf Group Engagement Log -11-20-2025.pdf BOZ UDC_Zoning District Conversion Guide_10.17.2025.pdf MLUPA Code Compliance Summary 10-27-2025.pdf 00:55:48 CM Winn introduced Action Item I.1 00:56:15 Community Development Manager (CDM) Chris Saunders presented the Final Adoption of Ordinance 2151, Repeal and Replacement of Chapter 38 of the Unified Development Code, Commission Revisions of Dec. 2nd, Development Code on Engage Bozeman website, What Comes After Adoption. 01:00:52 Questions of Staff 01:27:56 Public Comment on Action Item I.1 01:28:19 Mylie Makenna commented in favor of adding 90 feet in B3. 01:30:30 Alison Sweeney commented on B-3 height in the UDC. 01:33:56 David Loseff commented on the height issue in the UDC. 01:37:16 Duncan Frazier commented on the B-3 height change. 01:40:25 Mary Bateson commented on the UDC. 01:43:08 John Amsden commented on the UDC. 01:45:21 Matt Paine commented on the height issue in the UDC. 01:48:11 Dan Carty commented on the B-3 height issue. 01:50:03 Marcia Kaveney commented on the UDC. 01:51:52 Mark Campanelli commented on the UDC public comment process. 01:52:57 Katie Adams commented on the B-3 height issue. 01:54:13 Emily Talago commented on the UDC height issue. 01:56:00 Chris Nauman commented on the UDC process. 01:59:13 Samantha Fish commented on the UDC process. 02:02:00 Beth McFawn commented on the UDC process. 02:03:21 Rob Pertzborn commented on the height issue in the UDC. 10 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 6 of 13 02:05:42 Jason Martel commented on the height issue on the UDC. 02:06:31 Jane Mangold commented on the UDC process. 02:07:53 Natsuki Nakamura commented on the UDC process. 02:09:23 Jim Webster commented on the UDC process. 02:12:46 Greg Garrigues commented on the UDC process. 02:15:19 Staff Clarification 02:18:18 Mayor Cunningham called the Commission into recess. 02:28:13 Mayor Cunningham called the Commission back into session. 02:28:47 Motion to approve: I move that the Commission approve final adoption of Ordinance 2151. Jennifer Madgic: Motion Joey Morrison: 2nd 02:29:19 Motion to amend: I would like to move to return B-3 text to the ninety foot height limit as reflected in the December 2nd draft presented to the Commission. Douglas Fischer: Motion Emma Bode: 2nd 02:29:34 Discussion of Amendment 02:50:47 Vote on the Motion to amend: I would like to move to return B-3 text to the ninety foot height limit as reflected in the December 2nd draft presented to the Commission. The Motion carried 4 - 1. Approve: Terry Cunningham Joey Morrison Douglas Fischer Emma Bode Disapprove: Jennifer Madgic 02:51:14 Discussion of Main Motion 03:03:13 Vote on the Motion to approve: I move that the Commission approve final adoption of Ordinance 2151. The Motion carried 5 - 0. Approve: 11 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 7 of 13 Terry Cunningham Joey Morrison Jennifer Madgic Douglas Fischer Emma Bode Disapprove: None I.2 03:03:29 Annexation and Zone Map Amendment Requesting Annexation and the Establishment of an Initial Zoning Designation of R-3 on 17.92 Acres, the L Street Annexation, Application 25360 25360 L Street Annex_ZMA CC.pdf 03:03:35 CM Winn introduced Action Item I.2 03:04:07 Senior Planner Tom Rogers presented the L Street Annexation and Zone Map Amendment, Map imagery, Idaho Pole Site, Street Views, Resolution 2025-07 Annexation Policies, Supplementary Explanation, Conclusion. 03:20:30 Questions of Staff Applicant Presentation 03:36:11 Chris Nauman of Sanbell presented the Applicant Presentation, Project Information, Controlled Groundwater Area and Testing History, Development and Natural Resource Protection, Potential for Affordable and Workforce Housing, Support for Annexation and ZMA Approval. 03:46:37 Questions of Applicant Further Brief Applicant Statement 03:47:14 Nolan Campbell, Real Estate Broker representing Idaho Pole Company made a brief statement for the Applicant. 03:48:12 Public Comment on Action Item I.2 03:48:24 Mark Campanelli commented in opposition to R3 zoning being applied to this parcel. 03:51:47 Marcia Kaveney, commented in opposition to R3 zoning. 03:53:22 Staff Clarification 03:53:40 Questions of Staff 03:57:04 Mayor Cunningham extended the meeting to 10:30. 12 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 8 of 13 04:00:36 Motion to adopt: Having reviewed and considered the staff report, application materials, public comment, and all information presented I hereby adopt the findings presented in the staff report for application 25360 and move to approve the L Street annexation subject to the terms of annexation and direct staff to prepare an annexation agreement. Joey Morrison: Motion Douglas Fischer: 2nd 04:00:57 Discussion 04:02:14 Vote on the Motion to adopt: Having reviewed and considered the staff report, application materials, public comment, and all information presented I hereby adopt the findings presented in the staff report for application 25360 and move to approve the L Street annexation subject to the terms of annexation and direct staff to prepare an annexation agreement. The Motion carried 5 - 0. Approve: Terry Cunningham Joey Morrison Jennifer Madgic Douglas Fischer Emma Bode Disapprove: None 04:02:28 Motion to adopt: Having reviewed and considered the staff report, application materials, public comment, recommendation of the Zoning Commission and all information presented I hereby adopt the findings presented in the staff report for application 25360 and move to approve the L Street zone map amendment with contingencies of approval necessary to complete adoption of an implementing ordinance. Joey Morrison: Motion Douglas Fischer: 2nd 04:02:53 Discussion 04:11:13 Vote on the Motion to adopt: Having reviewed and considered the staff report, application materials, public comment, recommendation of the Zoning Commission and all information presented I hereby adopt the findings presented in the staff report for application 25360, and move to approve the L Street zone map amendment with contingencies of approval necessary to complete adoption of an implementing ordinance. The Motion carried 4 - 1. Approve: Terry Cunningham Joey Morrison Douglas Fischer Emma Bode 13 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 9 of 13 Disapprove: Jennifer Madgic J) Appointments J.1 04:11:43 Appointments to the Urban Parks and Forestry Board Urban Parks and Forestry for Agenda.pdf 04:11:54 Motion to appoint: I move to appoint Paige Lisowski, Sally Schrank, Matthew Kortan, and Teri Lumsden to the Urban Parks and Forestry Board to a term ending December 31, 2027. AND I move to appoint Teri Lumsden as the Chair and Brandt Berube as the Vice-chair. Joey Morrison: Motion Douglas Fischer: 2nd 04:12:20 Public Comment There was no public comment. 04:12:30 Natsuki Nakamura commented in favor of Matthew Kortan 04:13:31 Vote on the Motion to appoint: I move to appoint Paige Lisowski, Sally Schrank, Matthew Kortan, and Teri Lumsden to the Urban Parks and Forestry Board to a term ending December 31, 2027. AND I move to appoint Teri Lumsden as the Chair and Brandt Berube as the Vice-chair. The Motion carried 5 - 0. Approve: Terry Cunningham Joey Morrison Jennifer Madgic Douglas Fischer Emma Bode Disapprove: None J.2 04:13:50 Appointments to the Sustainability Board Sustainability for Agenda.pdf 04:13:57 Public Comment There was no public comment. 04:14:21 Motion to appoint: I move to appoint the following members to the Sustainability Board to terms ending December 31, 2027, Kendra Kallevig, Erin Jackson, Brooke Lahneman, and Kristin Blackler and I move to appoint Nicholas Fitzmaurice to the Sustainability Board to a term ending December 31, 2026. Finally, I move to appoint Brooke Lahneman as Chair and Erin Jackson as Vice-chair of the Sustainability Board. 14 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 10 of 13 Emma Bode: Motion Jennifer Madgic: 2nd 04:14:54 Vote on the Motion to appoint: I move to appoint the following members to the Sustainability Board to terms ending December 31, 2027, Kendra Kallevig, Erin Jackson, Brooke Lahneman, and Kristin Blackler and I move to appoint Nicholas Fitzmaurice to the Sustainability Board to a term ending December 31, 2026. Finally, I move to appoint Brooke Lahneman as Chair and Erin Jackson as Vice-chair of the Sustainability Board. The Motion carried 5 - 0. Approve: Terry Cunningham Joey Morrison Jennifer Madgic Douglas Fischer Emma Bode Disapprove: None J.3 04:15:11 Appointments to the Economic Vitality Board Economic Vitality Board for Agenda.pdf 04:15:13 Public Comment 04:15:23 Alison Sweeney commented in favor of Natsuki Nakamura. 04:15:53 Daniel Carty commented in favor of Natsuki Nakamura. 04:16:14 Mark Campanelli commented in favor of Natsuki Nakamura 04:16:29 Mary Bateson commented in favor of Natsuki Nakamura. 04:17:13 Motion to appoint: I move to appoint Kelsey Larson, Daisey Romo, Andrew Hall and Natsuki Nakamura to the Economic Vitality Board to a term ending December 31, 2027. AND I move to appoint Danielle Rogers as the Chair and Albert Jones as the Vice-chair of the Economic Vitality Board. Emma Bode: Motion Jennifer Madgic: 2nd 04:17:40 Vote on the Motion to appoint: I move to appoint Kelsey Larson, Daisey Romo, Andrew Hall and Natsuki Nakamura to the Economic Vitality Board to a term ending December 31, 2027. AND I move to appoint Danielle Rogers as the Chair and Albert Jones as the Vice-chair of the Economic Vitality Board. The Motion carried 5 - 0. 15 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 11 of 13 Approve: Terry Cunningham Joey Morrison Jennifer Madgic Douglas Fischer Emma Bode Disapprove: None J.4 04:17:54 Appointments to the Community Development Advisory Board Community Development Board for Agenda.pdf 04:18:05 Public Comment There was no public comment. 04:18:23 Motion to appoint: We're going to appoint one citizen to the Community Development Board, Erik Bonnett for a term ending December 31, 2027. AND I move to appoint Ben Lloyd as the Chair and Jason Delmue as the Vice-chair. Jennifer Madgic: Motion Douglas Fischer: 2nd 04:18:48 Vote on the Motion to appoint: We're going to appoint one citizen to the Community Development Board, Erik Bonnett for a term ending December 31, 2027. AND I move to appoint Ben Lloyd as the Chair and Jason Delmue as the Vice-chair. The Motion carried 5 - 0. Approve: Terry Cunningham Joey Morrison Jennifer Madgic Douglas Fischer Emma Bode Disapprove: None J.5 04:19:00 Appointments to the Tax Increment Financing Board Tax Increment Finance Advisory Board for Agenda.pdf 04:19:10 Public Comment There was no public comment. 04:19:39 Motion to appoint: I move to appoint the following: Commissioner Scott MacFarlane as the Gallatin County representative, Mike Waterman as the Bozeman School District 7 representative, Susan Fraser as the Midtown Urban Renewal District Representative, Natalie Van Dusen as the Northeast Urban Renewal District Representative, Nolan Campbell as a citizen member, Julien Morice as a citizen member, Martin Matsen as a citizen member. 16 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 12 of 13 AND I move to appoint Natalie Van Dusen as the as the Chair and Susan Fraser as the Vice-chair of the TIF Board. Emma Bode: Motion Jennifer Madgic: 2nd 04:20:29 Vote on the Motion to appoint: I move to appoint the following: Commissioner Scott MacFarlane as the Gallatin County representative, Mike Waterman as the Bozeman School District 7 representative, Susan Fraser as the Midtown Urban Renewal District Representative, Natalie Van Dusen as the Northeast Urban Renewal District Representative, Nolan Campbell as a citizen member, Julien Morice as a citizen member, Martin Matsen as a citizen member. AND I move to appoint Natalie Van Dusen as the as the Chair and Susan Fraser as the Vice-chair of the TIF Board. The Motion carried 5 - 0. Approve: Terry Cunningham Joey Morrison Jennifer Madgic Douglas Fischer Emma Bode Disapprove: None K) 04:21:02 FYI / Discussion • CM Winn underlined that there has been no decisions made on the Fowler Housing Project. The city is working out a schedule for Bozeman's first official consensus process. L) 04:22:42 Adjournment ___________________________________ Joey Morrison Mayor ATTEST: ___________________________________ Mike Maas City Clerk 17 Bozeman City Commission Meeting Minutes, December 16, 2025 Page 13 of 13 PREPARED BY: ___________________________________ Alex Newby Deputy City Clerk Approved on: April 21, 2026 18 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:April 21, 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 April 22, 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 19 Memorandum REPORT TO:City Commission FROM:Jesse DiTommaso, Economic Development Coordinator David Fine, Economic Development Manager SUBJECT:Authorize the City Manager to Sign a Task Order 11 with Sanbell for Engineering Services on the Mendenhall Sanitary Sewer Replacement between 5th Avenue and 7th Avenue MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Agreement - Vendor/Contract RECOMMENDATION:Authorize the City Manager to sign a task order 11 with Sanbell for Engineering Services on the Mendenhall Sanitary Sewer Replacement between 5th Avenue and 7th Avenue. STRATEGIC PLAN:2.2 Infrastructure Investments: Strategically invest in infrastructure as a mechanism to encourage economic development. BACKGROUND:The 2017 Midtown Action Plan describes one of the most important roles for the City is to construct strategic infrastructure projects that benefit several property owners and the broader community. This is especially important for infill development where the perceived value of these types of properties is that the infrastructure (sewer, water, roads) are built to current standard. Task Order 11 includes project management, design, and bidding administration required to upgrade the existing 6-inch sewer line to the current 8-inch city standard. UNRESOLVED ISSUES:None. ALTERNATIVES:As recommended by the City Commission. FISCAL EFFECTS:$100,000, which is available in the Midtown Tax Increment Finance Budget. Attachments: Task Order 011_Mendenhall Sewer_040926.pdf Report compiled on: March 25, 2026 20 City of Bozeman Urban Renewal District Term Contract Task Order Number #011 PROJECT: Mendenhall Sanitary Sewer Replacement Issued under the authority of Urban Renewal District Term Contract Professional Services Agreement with Sanbell – Rocky Mountain (formerly Sanderson Stewart) for Architectural and Engineering Services. This Task Order is dated April 21, 2026 between the City of Bozeman Economic Development Department and Sanbell – Rocky Mountain (Contractor). The following representatives have been designated for the work performed under this Task Order: City: David Fine, Economic Development Department Contractor: Danielle Scharf, Sanbell SCOPE OF WORK: The scope for this task order is detailed in the attached proposed scope of work. COMPENSATION: Sanbell – Rocky Mountain will bill for its services on a lump sum of $75,000. Sanbell shall submit invoices to the City of Bozeman for work accomplished during each calendar month. Monthly invoices shall include, separately listed, any charges for services for which time charges and/or unit costs shall apply. The provisions of the Professional Services Agreement shall govern the Work. IN WITNESS WHEREOF, the parties authorized to commit resources of the parties have executed this Task Order: City of Bozeman Sanbell – Rocky Mountain Chuck Winn, City Manager Danielle Scharf, Principal 21 City of Bozeman Economic Development Department Scope of Work – Task Order No. 011 Mendenhall Sanitary Sewer Replacement 4/9/2026 Sanbell is pleased to provide this scope of work for design of a sanitary sewer main on Mendenhall Street. The project consists of the design, bidding, contract administration, and limited construction services for the Mendenhall Sanitary Sewer Replacement project. The project includes approximately 615 lineal feet of sanitary sewer replacement, upsizing the sewer from 6-inch to 8-inch diameter pipe in West Mendenhall Street from North 5th Avenue to North 7th Avenue. Professional services include design of the sanitary sewer replacement, preparation of contract plans and specifications, project bidding and recommendation of award, contract plan and specification interpretation during construction, review of contractor pay estimates, construction staking, and assistance to City construction inspection/observation. The project phases and tasks are described in more detail below. Scope of Work: Phase 1 - Project Management & Coordination This phase of the project includes general project management, coordination with the Client, and monthly billing/invoicing. Phase 2 - Preliminary Design Services This phase consists of all preliminary design tasks associated with the sanitary sewer design. Subtasks under Phase 2 include the following: • Project management and coordination. • Review existing atlas maps, as-built drawings, TV inspections, and sewer service records provided to Sanbell by the City. • Coordinate with adjacent developments to determine sanitary sewer service needs. • Perform survey measure downs for existing sanitary sewer, water main, and storm drain. • Set survey control. • Field topographic survey and boundary survey of the project area. • Identify subsurface utility potholing locations. • Perform utility potholing. 22 Task Order No. 011 April 9, 2026 Page 2 • Geotechnical investigation of the project area. Geotechnical engineering shall include field sampling, laboratory testing and review of subsurface soils to determine appropriate pavement section designs, groundwater conditions, and foundations for utility installations. • Design of bypass pumping system, if needed. • Coordinate with private utility companies. • Prepare preliminary traffic control plans and specifications. • Prepare preliminary contract plans (60%). • Prepare preliminary project specifications. • Prepare opinion of probable construction cost. • Internal QA/QC of plans, specifications, and estimate. • Redline corrections based on internal review. • Submit preliminary (60%) plans, specifications, and estimate to the City of Bozeman for review. Phase 3 – Final Design & Bidding Services This phase consists of preparation of final plan drawings based on review comments from City of Bozeman and MDT. Subtasks under Phase 3 include the following: • Project management and coordination. • Meeting with City staff to review comments on preliminary submittal. • Incorporate review comments into plans, specifications, and estimate. • Prepare design report for Montana Department of Environmental Quality submittal. • Submit to MDEQ for approval. • Develop Project Book for bidding, including contract documents and bid form. • Update opinion of probably construction cost. • Internal QA/QC of final plans, project book, and estimate. • Incorporate comments from MDEQ and internal review. • Submit final plans, project book, and estimate to the City for review. • Incorporate review comments into plans, project book, and estimate. • Assist in preparation of bid advertisement and provide documents to prospective bidders and suppliers. • Attend one pre-bid meeting. • Answer bid questions and issue addendums as required. • Attend bid opening, tabulate bids, and make a recommendation of award to the City. 23 Task Order No. 011 April 9, 2026 Page 3 • Assist in City procurement of final contract agreement, verification of insurance and bonds, and issue notice to proceed. Phase 4 – Limited Construction Services and Contract Administration This phase consists one (1) round of limited construction services and administration. Subtasks under Phase 4 include the following: • Project management and coordination. • Schedule and conduct one pre-construction conference prior to commencement of work. Issue pre-construction meeting minutes to the Contractor and the City. • Take pre-construction photos of the proposed work area. • Review Contractor shop drawing submittals for conformance with the contract documents and City of Bozeman standards. • Attend weekly construction meetings during construction. • Respond to Contractor and City Inspector requests for information. Issue necessary clarifications and interpretations of the Contract Documents. • Recommend and prepare Change Orders and Work Change Directives to the City as required. • Provide field staking of the proposed sanitary sewer improvements. • Provide on-call construction observation during construction utilizing a Resident Project Representative (RPR) to assist Engineer in observing progress and quality of the work at the request of the City. Assuming 10 hours total of inspection. City of Bozeman inspector will prepare daily inspection reports and sent to Engineer as compiled. • Review Contractor applications for payment. • Attend (City will lead) final inspection and assist with City generated punchlist. • Prepare record drawings based on as-built conditions and coordinate of notes/information from City inspector. • Attend (City will lead) two-year inspection with City staff and Contractor. The following items are not expected to be needed for this project and are therefore specifically excluded from this scope of work: • Landscape restoration and irrigation plans (by special provision only) 24 Task Order No. 011 April 9, 2026 Page 4 • Material testing (by City of Bozeman term contract) and initiated/coordinated by City inspector • Coordinate testing of final sanitary sewer installations (by City of Bozeman Inspector) • Street lighting • Traffic signal/intersection design • Stormwater calculations and report • Stormwater Pollution Prevention Plan (SWPPP) permit • Right-of-way coordination • Wetland permitting and mitigation • Erosion control plans Fees and Billing Arrangements: Fee Phase 1 – Project Management & Coordination $8,500 Phase 2 – Preliminary Design Services $26,500 Phase 3 – Final Design & Bidding Services $20,000 Phase 4 – Limited Construction Services and Contract Administration $20,000 Total Fee $75,000 Sanbell will bill for its services on a fixed fee basis for a total of $75,000.00 as specified in the fee table above and attached detailed hourly breakdown. Sanbell shall submit invoices to the Client for work accomplished during each calendar month. The amount of each monthly invoice shall be determined on the “percentage of completion method” whereby Sanbell will estimate the percentage of the total work accomplished during the invoicing period. Project Schedule: The anticipated schedule for this project will be to submit the schematic design within one month of notice to proceed and Preliminary PS&E submittal within two (2) months of approval of preferred schematic design alternative by both City and MDT. 25 Memorandum REPORT TO:City Commission FROM:Jamie Grabinski, Procurement Coordinator Aaron Funk, Controller Melissa Hodnett, Finance Director SUBJECT:Authorize the City Manager to Sign the Annual Montana State Historic Preservation Office Certified Local Government Program Grant Award. MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Grant RECOMMENDATION:Authorize the City Manager to Sign the Annual Montana State Historic Preservation Office Certified Local Government Program Grant Award. STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other public agencies and build on these successes. BACKGROUND: The City of Bozeman has been designated as a Certified Local Government (CLG) since 1991 by the State Historic Preservation Office in partnership with the National Park Service under the National Historic Preservation Act. The CLG program certifies local governments with historic preservation programs, provides technical preservation assistance, and annually dedicates 10% of the SHPO's federal funding to communities that are designated a CLG. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by Commission. FISCAL EFFECTS: Total expenditures are to be $6,000 for the 2026-2027 grant cycle. Expenditures will be made in the Historic Preservation division of the Planning fund. Attachments: MT-26-012 Bozeman.pdf 26 Report compiled on: April 8, 2026 27 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Agreement Number: MT-26-012 Page 1 of 7 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Agreement No. MT-26-012 This Agreement is between State of Montana Montana State Historic Preservation Office Montana Historical Society 225 North Roberts P.O. Box 201201 Helena, MT 59620-1201 (State) and City of Bozeman 20 East Olive Street Bozeman, MT 59715 UEI No. EEAPKALAEM35 (Subgrantee) The parties agree as follows: 1. GENERAL PURPOSE OF AGREEMENT The general purpose of this Agreement is to provide passthrough HPF Grants-in-Aid to support the City of Bozeman Certified Local Government preservation program and projects. 2. SERVICES AND/OR SUPPLIES The State expects to be awarded grant monies from the U.S. Department of the Interior, the National Park Service (NPS) under the Historic Preservation Fund (HPF) for the federal grant period beginning October 1, 2025, and ending September 30, 2028. The funding for this Agreement is provided by this award, CFDA number 15.904, HPF Grants-In-Aid. Subgrantee shall provide State the following The Subgrantee will: a. Maintain an active Historic Preservation Commission (HPC) that will advocate for preservation, assist the HPO to accomplish preservation goals, and fill vacancies on the HPC promptly. b. Participate in and carry out the responsibilities for Certified Local Government (CLG) program status as outlined in "The Montana Certified Local Government Manual.” c. Ensure historic preservation concerns are considered at all levels of local government planning and are incorporated as goals of other local, state, and federal projects. 28 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Agreement Number: MT-26-012 Page 2 of 7 d. Administer local preservation ordinances. e. Designate an HPO who demonstrably plays an active and consistent role in the conduct of the Subgrantee’s historic preservation activities. On behalf of the Subgrantee it is the role of HPO to conduct these activities and/or work with the HPC to: 1) Regularly report on HPC activities at local government commission meetings and be available for comment to these groups and other local government offices; 2) Provide technical assistance, direction, and/or literature on historic preservation tax credits, National Register, federal regulations, and Secretary of Interior Standards; 3) Evaluate historic properties for potential and feasible reuse and rehabilitation; 4) Coordinate, promote, and participate in events such as National Historic Preservation Month and/or other preservation related activities; 5) Cooperate and communicate with the State and fellow HPOs/HPCs in Montana and elsewhere as appropriate; and 6) Submit Semi-Annual Progress Reports, meeting minutes, and financial reports per deadlines outlined in this agreement. In the Final Progress Report, the HPO will identify the benefits the local government has derived as a result of the employment of an HPO, the needs of the local government for future professional preservation efforts, and any additional functions of the HPO that further the understanding and implementation of historic preservation values and objectives in the local government. f. Send at least one (1) person from the CLG to SHPO-approved training. The attendee must attend the entire training and report back to their HPC. All work completed under this Agreement must meet the Secretary of the Interior's Standards and Guidelines for Archaeology and Historic Preservation as interpreted by the Grantor. Final products or services that do not fulfill the requirements of this Agreement, and do not comply with the appropriate Secretary of the Interior's Standards, will not be reimbursed, and any advance payments made in connection with such products or services must be repaid to the State. 3. AGREEMENT TERM This Agreement will take effect on May 1, 2026, and will terminate on April 31, 2027, unless a new termination date is set or the Agreement is terminated as provided in this Agreement. Total payments by the State for all purposes under this Agreement will not exceed $6000.00. 29 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Agreement Number: MT-26-012 Page 3 of 7 In the event that the State does not receive full funding from the NPS, the total grant award may be reduced, as outlined in “The Montana Certified Local Governments Manual.” Payment will be made on a reimbursement basis by request of Subgrantee to the State. In no event is this Agreement binding on the State unless the State’s authorized representative has signed it. Any legal counsel signature approving legal content of the Agreement and any procurement officer signature approving the form of the Agreement do not constitute an authorized signature. 4. PROCUREMENT The procurement mechanism is limited solicitation following the application for CLG funding process required by the HPF Grants-in-Aid. 5. CONSIDERATION/PAYMENT/CONTRACT VALUE 5.1. Payment Schedule In consideration of services rendered in this Agreement, the State agrees to pay the Subgrantee as follows: a. The Subgrantee agrees to submit Semi-Annual Progress Reports, meeting minutes, and Requests for Reimbursement. Reports will be accompanied by the following documentation: 1) The Subgrantee's name, address, and Agreement Number MT-26-012; 2) A report discussing the work completed during the reporting period. Meeting agendas and minutes must be included; 3) An itemized listing of cash or in-kind donations that comprise the non-federal match; 4) An itemized listing of project expenses that are charged to the federal grant. If indirect costs (IDC) are claimed for reimbursement (or match), the IDC rate must be in accordance with 2 CFR Part 200.414. A copy of the IDC approval letter from the cognizant agency must be submitted to the State and approved prior to any reimbursement for indirect cost expenses; 5) Receipts, invoices, and/or financial reports sufficient to document each expenditure; 6) The net request for reimbursement; and 7) Products produced during the reporting period. 30 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Agreement Number: MT-26-012 Page 4 of 7 b. All Requests for Reimbursement must be approved by the State prior to payment. Payment for work completed under this Agreement may be withheld pending the delivery and acceptance of such items. The Subgrantee must retain financial records, supporting documents, statistical records, and all other records pertinent to the grant for a period of three (3) years or until an acceptable audit, as determined by the State and accessible by auditors, has been performed and all claims and audit findings involving the records have been resolved. The 3-year retention period starts from the date of the submission of the final report. A final Request for Reimbursement must be submitted within thirty (30) days of the termination of this Agreement to qualify for payment. c. All Requests for Reimbursement will be reviewed for eligibility and allowability under Chapters 12, 13, and 14 of the NPS HPF Grant Manual and the Montana Certified Local Governments Manual. The Subgrantee may request a copy of the Montana Certified Local Governments Manual from the Grantor, and the HPF Grant Manual is available for inspection at the SHPO. d. The Subgrantee must provide documentation detailing at least a 60:40 federal to non- federal match ratio; the ratio of federal to non-federal dollars may be lower, but not higher, than 60:40. In order to receive the full grant award of $6000.00, the minimum dollar amount of match necessary to be provided by the Subgrantee is $4000.00 in matching in-kind services or cash. In the event that the grant award is reduced, the match requirement would be reduced proportionally. Requests for Reimbursement require the same 60:40 documentation relative to the amount requested. The accepted Grant Application, reviewed and approved by the State, provides an estimation of sources and amounts of matching funds from the Subgrantee. e. The State may retain final payment of federal grant funds until such time as the approved project work has been successfully completed and all conditions of this Agreement have been met. 5.2. Payment Terms Unless otherwise noted in the solicitation document, the State has thirty (30) days to pay invoices, as allowed by 17-8-242, MCA. The Subgrantee must provide banking information at the time of Agreement execution in order to facilitate the State’s electronic funds transfer payments. 5.3. Reference to Agreement The Agreement Number MUST appear on all invoices, packing lists, packages, and correspondence pertaining to the Agreement. If the number is not provided, the State is not obligated to pay the invoice. 31 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Agreement Number: MT-26-012 Page 5 of 7 5.4. U.S. Funds All prices and payments must be in U.S. dollars. 5.5. Withholding Payments If the Subgrantee fails to comply with its duties in this Contract, State may, with a 30- day written notice, withhold all or a portion of payment related to the Subgrantee’s non- compliance without penalty or work stoppage by the Subgrantee, until the Subgrantee cures its noncompliance and performs to the State’s satisfaction. 6. AGREEMENT MANAGERS AND NOTICES 6.1. Contract Managers State’s Contract Manager identified below is State's single point of contact and shall perform all contract management on State’s behalf. The listed Contract Managers serve as primary contacts between the parties regarding compliance with or other issues arising under this Contract. Written notices, reports and other information required to be exchanged between the parties must be directed to the appropriate Contract Manager. State Contract Manager Contractor’s Contract Manager Kate Hampton, MT SHPO 225 N Roberts Helena, MT 59620-1202 Rebecca Harbage Deputy Director of Community Development 20 East Olive Street Bozeman, MT 59771 406-444-7742 406-582-2940 khampton@mt.gov rebecca.harbage@bozemanmt.gov A party may change its Contract Manager’s information listed in this section by providing notice to the other party’s Contract Manager. 6.2. Notice Any notices or communications required or permitted to be given by this Contract must be provided in writing to the recipient in the manner required by this Contract in one of the following ways: personal delivery; prepaid, certified mail; overnight courier; or electronic mail. 6.3. Receipt of Notice 32 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Agreement Number: MT-26-012 Page 6 of 7 Notice is deemed given on the day it is personally delivered or delivered by overnight courier or on the day the recipient confirmed receipt if delivered by certified mail. If notice is provided by email, notice is deemed given on the date the email was sent. If the sender receives a message that delivery was unsuccessful, the sender must use another means of notice allowed by Section 6.2-Notice. 7. SCOPE, ENTIRE AGREEMENT, AND AMENDMENT 7.1. Agreement The following are incorporated by reference into this Agreement. a. This Agreement b. Exhibit A: State Terms and Conditions c. Exhibit B: Federal Terms and Conditions d. Exhibit C: Federal Program Specific Requirements 7.2. Order of Precedence The documents referenced in Section 7.1-Agreement will be read to be consistent and complementary. Any conflict among these documents will be resolved by giving priority to these documents in the order listed above. Only those Contractor terms and conditions that are expressly accepted by the State and included in this Contract or that are listed as an Exhibit or Attachment in Section 7.1 will apply to this Contract. 7.3. Entire Agreement These documents are the entire agreement of the parties. They supersede all prior agreements, representations, and understandings. Any amendment or modification must be in a written agreement signed by the parties. (The remainder of this page is intentionally left blank.) 33 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Agreement Number: MT-26-012 Page 7 of 7 8. SIGNATURES The parties through their authorized agents signed this Contract on the dates set out below. STATE OF MONTANA Montana Historical Society CITY OF BOZEMAN 225 N Roberts 20 East Olive Street Helena, MT 59620-1201 Bozeman, MT 59715 UEI No. EEAPKALAEM35 By: By: Emily McKeever Chuck Winn Centralized Services Administrator City Manager Emily.McKeever@mt.gov Date: Date: The persons who have signed above this line are authorized to bind their respective parties. 34 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit A to Agreement Number: MT-26-012 Page 1 of 10 EXHIBIT A – STATE TERMS AND CONDITIONS The following terms and conditions govern this Agreement. 1. STANDARDS AND WARRANTIES 1.1 Standard of Care Subgrantee shall perform (or cause to be performed) its duties in this Agreement in a competent manner. 1.2 Warranty of Services The Subgrantee warrants that the services provided conform to the Agreement requirements, including all descriptions, specifications and attachments made a part of this Agreement. The State’s acceptance of services provided by the Subgrantee does not relieve the Subgrantee from its obligations under this warranty. In addition to its other remedies under this Agreement, at law, or in equity, State may require the Subgrantee to promptly correct, at the Subgrantee's expense, any services failing to meet the Subgrantee's warranty herein. Services corrected by the Subgrantee are subject to all the provisions of this Agreement in the manner and to the same extent as services originally furnished. 2. RECORD ACCESS AND RETENTION 2.1 Access to Records Subgrantee shall provide State, Legislative Auditor, or its authorized agents access to any records necessary to audit for Agreement compliance. State may terminate this Agreement, without incurring liability, for Subgrantee’s refusal to allow access. (18-1-118, MCA.) 2.2 Retention Period Subgrantee shall retain all records related to this Agreement for 7 years following the termination or expiration of this Agreement. 3. ASSIGNMENT, TRANSFER, AND SUBCONTRACTING 3.1 Consent Required to Assign, Transfer or Subcontract Subgrantee may not assign, transfer, or subcontract any portion of this Agreement without State’s prior written consent. (18-4-141, MCA.) Any assignment, transfer, or subcontracting of Subgrantee’s rights or duties does not relieve Subgrantee from compliance with its duties in this Agreement. 35 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit A to Agreement Number: MT-26-012 Page 2 of 10 3.2 Subgrantee Responsible for Subcontractors Subgrantee is responsible to State for the acts and omissions of all subcontractors or agents and of persons directly or indirectly employed by Subgrantee and any subcontractors, and for the acts and omissions of persons employed directly by Subgrantee. No contractual relationships exist between any subcontractor and State under this Agreement. 4. COMPLIANCE WITH LAWS 4.1 Subgrantee Lawful In performing its duties in this Agreement, Subgrantee shall comply with all applicable federal, state, and local laws, rules, regulations, ordinances, and executive orders. 4.2 Subgrantee is Employer Subgrantee is the employer for the purpose of providing healthcare benefits and paying any applicable penalties, fees and taxes under the Patient Protection and Affordable Care Act (P.L. 111-148, 124 Stat. 119). 4.3 Nondiscriminatory Practices In accordance with 49-3-207, MCA, and Executive Order No. 04-2016, Subgrantee agrees: a. the hiring of persons to fulfill Subgrantee’s duties in this Agreement will be made based on merit and qualifications; b. there will be no discrimination based on race, color, sex, pregnancy, childbirth, or medical conditions related to pregnancy or childbirth, political or religious affiliation or ideas, culture, creed, social origin or conditions, genetic information, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, military service or veteran status, or marital status by the persons performing this Agreement; and c. any subcontracting is subject to this section. 4.4 Disability Accommodations The State does not discriminate on the basis of disability in admission to, access to, or operations of its programs, services, or activities. Individuals who need aids, alternative document formats, or services for effective communications or other disability related accommodations in the programs and services offered are invited to make their needs and 36 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit A to Agreement Number: MT-26-012 Page 3 of 10 preferences known to this office. Interested parties should provide as much advance notice as possible. 4.5 Registration with Secretary of State Any business intending to transact business in Montana must register with the Secretary of State. Businesses that are domiciled in another state or country, but which are conducting activity in Montana, must determine whether they are transacting business in Montana in accordance with §§ 35-14-1505, 35-8-1001, and 35-12-1309 MCA. If businesses determine that they are transacting business in Montana, they must register with the Secretary of State and obtain a certificate of authority to demonstrate that they are in good standing in Montana. §§ 35-8-1001, 35-12-1302, and 35-14-1502, MCA. To obtain registration materials, call the Office of the Secretary of State at (406) 444-3665, or visit their website. 5. INTELLECTUAL PROPERTY/OWNERSHIP 5.1 Mutual Use The Subgrantee will make available to the State, on a royalty-free, non-exclusive basis, all patent and other legal rights in or to inventions first conceived and reduced to practice or created in whole or in part under this Agreement, if such availability is necessary for the State to receive the benefits of this Agreement. Unless otherwise specified in a statement of work, both parties have a royalty-free, nonexclusive, and irrevocable right to reproduce, publish, or otherwise use copyrightable property created under this Agreement. This mutual right includes (i) all deliverables and other materials, products, modifications that the Subgrantee has developed or prepared for the State under this Agreement; (ii) any program code, or site-related program code that the Subgrantee has created, developed, or prepared under or primarily in support of the performance of its specific obligations under this Agreement; and (iii) manuals, training materials, and documentation. All information described in (i), (ii), and (iii) is collectively called the "Work Product". 5.2 Title and Ownership Rights The State retains title to and all ownership rights in all data and content, including but not limited to multimedia or images (graphics, audio, and video), text, and the like provided by the State (the "Content"), but grants the Subgrantee the right to access and use Content for the purpose of complying with its obligations under this Agreement and any applicable statement of work. 5.3 Ownership of Work Product 37 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit A to Agreement Number: MT-26-012 Page 4 of 10 The Subgrantee will execute any documents or take any other actions as may reasonably be necessary, or as the State may reasonably request, to perfect the State's ownership of any Work Product. 5.4 Copy of Work Product The Subgrantee will, at no cost to the State, deliver to the State, upon the State's request during the term of this Agreement or at its expiration or termination, a current copy of all Work Product in the form and on the media in use as of the date of the State's request, or such expiration or termination. 5.5 Ownership of Subgrantee Pre-Existing Materials The Subgrantee retains ownership of all literary or other works of authorship (such as software programs and code, documentation, reports, and similar works), information, data, intellectual property, techniques, subroutines, algorithms, methods or related rights and derivatives that the Subgrantee owns at the time this Agreement is executed or otherwise developed or acquired independent of this Agreement and employed by the Subgrantee in connection with the services provided to the State (the "Subgrantee Pre- existing Materials"). The Subgrantee Pre-existing Materials are not Work Product. The Subgrantee must provide full disclosure of any Subgrantee Pre-Existing Materials to the State before its use and to prove its ownership. If, however, the Subgrantee fails to disclose to the State such Subgrantee Pre- Existing Materials, the Subgrantee must grant the State a nonexclusive, worldwide, paid-up license to use any Subgrantee Pre-Existing Materials embedded in the Work Product to the extent such Subgrantee Pre-Existing Materials are necessary for the State to receive the intended benefit under this Agreement. Such license will remain in effect for so long as such Subgrantee Pre-Existing Materials remain embedded in the Work Product. Except as otherwise provided for, or as may be expressly agreed in any statement of work, the Subgrantee will retain title to and ownership of any hardware it provides under this Agreement. 6. CHOICE OF LAW, VENUE, AND SOVEREIGNTY This Agreement will be governed and interpreted according to Montana law. The parties agree that any litigation concerning this Agreement will be brought only in the First Judicial District in and for the County of Lewis and Clark, State of Montana. Each party shall pay its own costs and attorney fees, except as otherwise stated in this Agreement. Nothing in this Agreement will be construed as a waiver by State of its sovereignty or governmental immunity. 7. DEFENSE AND INDEMNIFICATION / HOLD HARMLESS 7.1 Indemnities by Subgrantee 38 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit A to Agreement Number: MT-26-012 Page 5 of 10 Subgrantee, at its sole cost and expense, shall defend, indemnify and hold harmless State, the contracting agency, and their officers, officials, directors, agents, employees, volunteers, successors, assignees, or designees from any and all liability, actions, claims, demands, causes of actions, judgments, suits, settlements, penalties, and fines (Claims), and all related costs, court costs, attorney fees, expert fees, and other expenses, arising out of, resulting from, or related to: a. Any acts or omissions of Subgrantee, or its employees, subcontractors, assignees, or third-party provider in or in connection with the execution or performance of the Agreement and any statement of work or purchase order issued under the Agreement, except when the sole negligence is that of State; b. Any and all third-party Claims involving infringement of United States patents, copyrights, trade and service marks, and any other intellectual or intangible property rights in or in connection with the execution or performance of the Agreement and any statement of work or purchase orders issued under the Agreement; and c. Tax liability, unemployment insurance, workers' compensation, or expectations of benefits owed by Subgrantee, its employees, representatives, agents, or subcontractors in or in connection with the execution or performance of the Agreement and any statement of work or purchase orders issued under the Agreement. 7.2 Coordination of Defense State shall give Subgrantee prompt notice of any Claim, and at Subgrantee's expense, State shall cooperate in the defense of the Claim. Subgrantee acknowledges that under Montana law, the Montana Attorney General may participate in an action involving State. 7.3 State Reimbursement If Subgrantee fails to comply with its defense obligations under this section, State may undertake its own defense. If State undertakes its own defense, Subgrantee shall reimburse State for all costs to State resulting from: (A) settlements, judgments, losses, damages, liabilities, and penalties, fines; and (B) defense of any Claim, including but not limited to attorney fees, court costs, and the costs of investigation, discovery, and experts. 8. REQUIRED INSURANCE 8.1 General Insurance Requirements Subgrantee shall maintain for the duration of this Agreement, at its cost and expense, insurance protecting State, its elected and appointed officials, agents, and employees against claims for bodily injury, death, personal injury, property damage, and contractual 39 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit A to Agreement Number: MT-26-012 Page 6 of 10 liability, which may arise from or in connection with the negligence of Subgrantee, its employees, agents, representatives, assigns, or subcontractors, This insurance must include coverage of claims that may be caused by a negligent act or omission. If Subgrantee maintains higher limits than the minimums required in this Agreement, State is entitled to coverage up to the higher limits maintained by Subgrantee. 8.2 Primary Insurance All insurance maintained by Subgrantee, or any subcontractor as required by this Agreement will be primary insurance for Subgrantee’s negligence for State, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by State, its officers, officials, employees, or volunteers will be in excess of Subgrantee’s insurance and will not contribute to it. 8.3 Deductibles and Self-Insured Retentions Any deductible or self-insured retention must be declared to and approved by State. At the request of State either: (1) the insurer will reduce or eliminate such deductibles or self- insured retentions for State, its officers, officials, employees, or volunteers; or (2) at the expense of Subgrantee, Subgrantee will procure a bond guaranteeing payment of losses and related investigations, claims administration, and defense expenses. 8.4 Certificate of Insurance/Endorsements State requires Subgrantee to provide a certificate of insurance from an insurer with a Best’s rating of no less than A- indicating compliance with the required coverages. Certificates shall be submitted to the State Procurement Services Division, P.O. Box 200135, Helena, MT 59620-0135. The certificate must name the State of Montana as a certificate holder and Subgrantee shall provide copies of additional insured endorsements to State. Subgrantee must notify State immediately of any material change in insurance coverage, such as changes in limits, coverages, or changes in status of policy. State reserves the right to require complete copies of insurance policies at all times. 8.5 Commercial General Liability Contractor shall purchase and maintain coverage on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal and advertising injury with limits of at least $750,000 per claim and $1,500,000 per occurrence and $2,000,000 in the aggregate per year to cover such claims as may be caused by any act, omission, or negligence of Contractor or its employees, officers, officials, agents, representatives, assigns, or subcontractors. (2-9-211, MCA.) 8.6 Compliance With Workers’ Compensation Act 40 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit A to Agreement Number: MT-26-012 Page 7 of 10 Subgrantee shall comply with the provisions of the Montana Workers' Compensation Act while performing work for the State of Montana in accordance with 39-71-401, 39-71-405 and 39-71-417, MCA. Proof of compliance must be in the form of workers’ compensation insurance, independent Subgrantee’s exemption, or documentation of corporate officer status. Neither Subgrantee nor its employees are State employees. This insurance/exemption must be valid for the entire Agreement term and any renewal. Upon expiration, a renewal document must be sent to State Procurement Services Division, P.O. Box 200135, Helena, MT 59620-0135. 9. AGREEMENT TERMINATION 9.1 Termination for Cause with Notice to Cure Requirement Either party may terminate this Agreement for the other’s failure to perform any of its duties under this Agreement after giving written notice of the failure to the other. This written notice must demand performance of the stated failure within a specified period of time of not less than 30 days. If the demanded performance is not completed within a specified period, the termination is effective at the end of the specified period. 9.2 Termination for Convenience State may by written notice to Subgrantee terminate this Agreement without cause and without incurring liability to Subgrantee. State shall give notice of termination to Subgrantee at least 30 days before the effective date of termination. State will pay Subgrantee only that amount, or prorated portion thereof, owed to Subgrantee up to the date State’s termination takes effect. This is Subgrantee’s sole remedy. State is not liable to Subgrantee for any other payments or damages arising from termination under this section, including but not limited to general, special or consequential damages such as lost profits or revenues. 9.3 Reduction of Funding State must, by law, terminate this Agreement if funds are not appropriated or otherwise made available to support State’s continuation of performance of this Agreement in a subsequent fiscal period. (18-4-313 (4), MCA.) If State or federal government funds are not appropriated or otherwise made available through State’s budgeting process to support continued performance of this Agreement (whether at an initial payment level or any increases to that level) in subsequent fiscal periods, State shall terminate this Agreement as required by law. State shall provide Subgrantee the date State’s termination will take effect. State is liable to Subgrantee only for the payment, or prorated portion of that payment, owed to Subgrantee up to the date State’s termination takes effect. This is Subgrantee’s sole remedy. State is not liable to Subgrantee for any other payments or damages arising from termination, including but not limited to general, special, or 41 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit A to Agreement Number: MT-26-012 Page 8 of 10 consequential damages such as lost profits or revenues. 9.4 Terrorism, Suspension, or Debarment, or Otherwise Ineligible State has the absolute right to terminate the Agreement, with 3 days written notice, and without recourse in the following circumstances: a. Subgrantee is listed on the prohibited vendors list authorized by Executive Order 13224, “Blocking Property and Prohibiting Transactions with Persons Who Commit, Threaten to Commit, or Support Terrorism,” published by the United States Department of the Treasury, Office of Foreign Assets Control; b. Subgrantee is suspended or debarred from doing business with the federal government as listed in the System for Award Management maintained by the General Services Administration; c. Subgrantee violates a state or federal law or local ordinance applicable to Subgrantee’s duties in this Agreement; d. Subgrantee is the subject of voluntary or involuntary bankruptcy or receivership proceedings; or e. Subgrantee is found to be ineligible to hold the Agreement under the laws of State. 10. TERMINATION ASSISTANCE 10.1 Transfer of Duties Upon Agreement termination before the end of the period of performance, Subgrantee shall work cooperatively with its successor, State or third party to facilitate an orderly transfer of Subgrantee’s duties and obligations. 10.2 Transfer Period Subgrantee shall assist State with the transfer or its duties for a mutually agreed transition period if Agreement is terminated before the end of the period of performance. 10.3 Records Upon request and at no cost to State, Subgrantee shall deliver to State copies of procedures, processes, data files, and other work product developed by Subgrantee to support delivery of services under this Agreement. Documentation must be provided in the format requested by State (hard copy or electronic). 42 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit A to Agreement Number: MT-26-012 Page 9 of 10 10.4 Event of Breach by Subgrantee Any one or more of the following Subgrantee acts or omissions constitute an event of material breach under this Agreement: • Products or services furnished fail to conform to any requirement; • Failure to submit any report required by this Agreement; • Failure to perform any of the other terms and conditions of this Agreement, including but not limited to beginning work under this Agreement without prior State approval or breaching obligations; or • Voluntary or involuntary bankruptcy or receivership. 10.5 Event of Breach by State The State’s failure to perform any material terms or conditions of this Agreement constitutes an event of breach. 10.6 Action in Event of Breach Upon the Subgrantee’s material breach, the State may: • Terminate this Agreement under Section 11.1, Termination for Cause with Notice to Cure and pursue any of its remedies under this Agreement, at law, or in equity; or • Treat this Agreement as materially breached and pursue any of its remedies under this Agreement, at law, or in equity. • Upon the State’s material breach, the Subgrantee may: • Terminate this Agreement under section 11.1, Termination for Cause with Notice to Cure, and pursue any of its remedies under this Agreement, at law, or in equity; or • Treat this Agreement as materially breached and, except as the remedy is limited in this Agreement, pursue any of its remedies under this Agreement, at law, or in equity. 10.7 Offset of Costs If State terminates this Agreement for breach, State may offset the cost of Subgrantee’s transition assistance with any amounts paid by State to mitigate damages resulting from Subgrantee’s breach. 43 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit A to Agreement Number: MT-26-012 Page 10 of 10 11. FORCE MAJEURE Neither party will be liable for any failure or delay in performing its duties in this Agreement due to a Force Majeure Event. “Force Majeure Event” includes events or circumstances that prevent or delay a party’s performance and that are beyond a party’s reasonable control, such as natural catastrophes and acts of terrorism or war, and the consequences of that event or circumstance. A Force Majeure Event does not include labor unrest, price increases, or changes in general economic conditions, If a Force Majeure Event continues for 30 days, the nonbreaching party may terminate this Agreement or suspend payment while the event continues. 12. WAIVER State’s failure to complain of any act or omission on the part of Subgrantee, no matter how long the same may continue, may not be deemed to be a waiver by State of any of its rights hereunder. No waiver by State of satisfaction of condition or nonperformance of an obligation under this Agreement will be effective unless it is in writing and signed by State’s authorized representative. 13. AGREEMENT MANAGEMENT At no additional cost to State, Subgrantee shall meet with State representatives to resolve technical or Agreement problems occurring during the Agreement term to discuss the progress made by Subgrantee and State in compliance with their respective obligations. State may request the meetings as problems arise, and State will coordinate the meetings. State shall provide Subgrantee prior notice of meeting date, time, and location. 14. SEVERABILITY A declaration by a court or any other binding legal source that any provision of this Agreement is illegal, and void will not affect the legality and enforceability of any other provision of the Agreement, unless the provisions are mutually and materially dependent. 15. AUTHORITY This Agreement is issued under authority of Title 18, Montana Code Annotated, and the Administrative Rules of Montana, Title 2, chapter 5. 44 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit B to Agreement Number: MT-26-012 Page 1 of 8 EXHIBIT B - FEDERAL TERMS AND CONDITIONS (NON-CONSTRUCTION) 1. BREACH, DEFAULT, TERMINATION 8.1. State reserves the right to pursue all available legal, administrative, contractual or equitable remedies in the event of Contractor’s breach of contract or violation of any term of this Contract, including all Attachments and Exhibits. State maintains the right to terminate this Contract and retains all rights and remedies against Contractor. State shall also have the right to terminate this Contract in the manner prescribed in this Contract, including the right to terminate upon the reduction or elimination of Federal funding for the purpose of this Contract. 2. NONDISCRIMINATION Contractor agrees that no person shall be denied benefits of or otherwise be subjected to discrimination in connection with Contractor's performance under this Contract, on the ground of race, religion, color, national origin, sex or disability. Accordingly and to the extent applicable, Contractor shall comply with the following: a. On the basis of race, color or national origin, in Title VI of the Civil Rights Act of 1964 (42 USC Section 2000d, et seq.), as implemented by Department of Defense (DOD) regulations at 32 CFR part 195.On the basis of race, color, religion, sex, or national origin, in Executive Order 11246 (3 CFR, 1964-1965 Comp. pg. 339), as implemented by Department of Labor regulations at 41 CFR part 60. b. On the basis of sex or blindness, in Title IX of the Education Amendments of 1972 (20 USC 1681, et seq.), as implemented by DOD regulations at 32 CFR part 196. c. On the basis of age, in the Age Discrimination Act of 1975 (42 USC Section 6101, et seq.), as implemented by Department of Health and Human Services regulations at 45 CFR part 90. d. On the basis of disability, in Sections 504 and 508 of the Rehabilitation Act of 1973 (29 USC 794), as implemented by Department of Justice regulations at 28 CFR part 41 and DoD regulations at 32 CFR part 56. e. Equal Employment Opportunity: Except as otherwise provided in 41 CFR Part 60, all “federally assisted construction contracts,” as defined in 41 CFR Part 60-1.3 are subject to the Equal Opportunity clause contained in 41 CFR 60-1.4(b), incorporated by reference. Furthermore, the Equal Opportunity clause contained in 41 CFR 60-1.4(b) applies to all nonexempt subcontracts entered into by Contractor under this Contract, and Contractor agrees to include the Equal Opportunity clause contained in 41 CFR 60(1.4)(b) in all nonexempt subcontracts. By by accepting this Agreement, Subgrantee agrees and acknowledges State has received a Federal Award for this Contract and therefore the following Federal Terms and Conditions apply along with all other provisions that are specific and applicable to this solicitation or contract. 45 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit B to Agreement Number: MT-26-012 Page 2 of 8 3. EQUAL EMPLOYMENT OPPORTUNITY Except as otherwise provided in 41 CFR Part 60, all “federally assisted construction contracts,” as defined in 41 CFR Part 60(1.3) are subject to the Equal Opportunity clause contained in 41 CFR 60(1.4)(b), incorporated by reference. Furthermore, the Equal Opportunity clause contained in 41 CFR 60(1.4)(b) applies to all nonexempt subcontracts entered into by Contractor under this Contract, and Contractor agrees to include the Equal Opportunity clause contained in 41 CFR 60(1.4)(b) in all nonexempt subcontracts. 4. DAVIS-BACON ACT, AS AMENDED (40 USC 3141-3148) Where applicable, all prime construction contracts in excess of $2,000 shall comply with the Davis-Bacon Act (40 USC 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the Davis-Bacon Act, Contractor must pay wages to laborers and mechanics at a rate not less than prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, Contractor must pay wages not less than once per week. If the Davis-Bacon Act applies, this Contract is conditioned upon the acceptance of the wage determination. State will report to the Federal Awarding Agency all suspected or reported violations of the Davis-Bacon Act. 5. LOBBYING Contractor shall not expend any funds appropriated by Congress to pay any person for influencing or attempting to influence an officer or employee of any agency, or a Member of Congress in connection with any of the following covered Federal actions: the awarding of any Federal contract; the making of any Federal grant; the making of any Federal loan; the entering into of any cooperative agreement; and, the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. The Final Rule, New Restrictions on Lobbying, issued by the Office of Management and Budget and the DOD (32 CFR Part 28) to implement the provisions of Section 319 of Public Law 101- 121 (31 USC 1352) is incorporated by reference and the parties to this Contract agree to comply with all the provisions thereof, including any amendments to the Interim Final Rule that may hereafter be issued. 6. DRUG-FREE WORK PLACE Contractor shall comply with the requirements regarding drug-free workplace requirements in Subpart B of 32 CFR part 26, which implements Sections 5151-5160 of the Drug-Free Workplace Act of 1988 (Public Law 100-690, Title V, Subtitle D; 41 USC 701, et seq.) 46 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit B to Agreement Number: MT-26-012 Page 3 of 8 7. ENVIRONMENTAL PROTECTION a. Contractor agrees that its performance under this Contract shall comply with: 1) Section 114 of the Clean Air Act (42 USC Section 7414); 2) Section 308 of the Federal Water Pollution Control Act (33 USC Section 1318), that specifies inspection, monitoring, entry reports, and information, and with all regulations and guidelines issued therein; 3) The Resources Conservation and Recovery Act (RCRA); 4) The Comprehensive Environmental Response, Compensation and Liabilities Act (CERCLA); 5) The National Environmental Policy Act (NEPA); 6) The Solid Waste Disposal Act (SWDA); and 7) The applicable provisions of the Clean Air Act (42 USC 7401, et seq.) and Clean Water Act (33 USC 1251, et seq.) as implemented by Executive Order 11738 and Environmental Protection Agency (EPA) rules at 40 CFR Part 31. b. In accordance with the EPA rules, Contractor shall identify to State any impact this Contract may have on: 1) The quality of the human environment and provide help the Agency may need to comply with the NEPA (42 USC 4321, et seq.), and to Preparing Environment Impact Statements or other required environmental documentation. In such cases, Contractor shall take no action that will have an adverse environmental impact (e.g., physical disturbance of a site such as breaking of ground) until State provides written notification of compliance with the environmental impact analysis process. 2) Flood-prone areas, and provide assistance when State may need to comply with the National Flood Insurance Act of 1968 and Flood Disaster Protection Act of 1973 (42 USC 4001, et seq.), which require flood insurance, when available, for federally assisted construction or acquisitions in flood-prone areas. 3) Coastal zones, and provide assistance when State may need to comply with the Coastal Zone Management Act of 1972 (16 USC 1451, et seq.), concerning protection of US coastal resources. 4) Coastal barriers, and provide assistance when State may need to comply with the Coastal Barriers Resource Act (16 USC 3501, et seq.), concerning preservation of barrier resources. 5) Any existing or proposed component of the National Wild and Scenic Rivers System, and provide assistance when State may need to comply with the Wild and Scenic Rivers Act of 1968 (16 USC 1271, et seq.). 47 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit B to Agreement Number: MT-26-012 Page 4 of 8 6) Underground sources of drinking water in areas that have an aquifer that is the sole or principal drinking water source, and provide assistance when State may need to comply with the Safe Drinking Water Act (42 USC 300H-3). 8. USE OF UNITED STATES FLAG VESSELS/CARGO PREFERENCE Contactor agrees that travel under this Contract shall use U.S.-flag air carriers (air carriers holding certificates under 49 USC 41102) for international air transportation of people and property to the extent that such service is available, in accordance with the International Air Transportation Fair Competitive Practices Act of 1974 (49 USC 40118) and the inter-operative guidelines issued by the Comptroller General of the United States in the March 31, 1981, amendment to Comptroller General Decision B138942. Contactor agrees that it will comply with the Cargo Preference Act of 1954 (46 USC Chapter 553), as implemented by Department of Transportation regulation at 46 CFR 381.7, and 46 CFR 381.7(b). 9. DEBARMENT AND SUSPENSION Contractor is subject to the non-procurement debarment and suspension regulations implementing Executive Orders 12549 and 12689, 2 CFR Part 180. These regulations restrict awards, subawards, and contracts with certain parties that are debarred, suspended, or otherwise excluded from or ineligible for participation in Federal assistance programs or activities. Contractor agrees to comply with the DOD implementation of 2 CFR part 180 (at 2 CFR 1125) by checking the Excluded Parties List System (EPLS) at the current OMB website to verify (sub)contractor eligibility to receive contracts and subcontracts resulting from this Contract. Contractor shall not solicit offers from, nor award contracts to contractor or vendors listed in EPLS. This verification shall be documented in Contractor’s contract files and shall be subject to audit by Federal and State auditing. 10. DOMESTIC PREFERENCE FOR PROCUREMENTS (2 CFR 200.322) As appropriate and to the extent consistent with law, Contractor should, to the greatest extent practicable, 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). “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. “Manufactured products” means items and construction materials composed in whole or in part of non-ferrous metals such as 48 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit B to Agreement Number: MT-26-012 Page 5 of 8 aluminum, plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber. 11. BUILD AMERICA, BUY AMERICA (P.L. 117-58 SECTIONS 70911-70917) 8.2. When using Federal funds for the purchase of goods, products, and materials on any form of construction, alteration, maintenance, or repair of infrastructure in the United States, Contractor is subject to the Buy America Sourcing requirements under the Build America, Buy America Provisions of the Infrastructure Investment and Jobs Act. These sourcing requirements require that all iron, steel, manufactured products, and construction materials used in Federally funded infrastructure projects must be produced in the United States. Noncompliant purchases must not be made until a waiver is obtained from the Federal funding agency. 12. UNIFORM RELOCATION ASSISTANCE AND REAL PROPERTY ACQUISITION POLICES Contractor agrees that it will comply with CFR 49 part 24, which implements the provisions of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (42 USC 4601, et seq.), and provides for fair and equitable treatment of persons displaced by federally assisted programs or persons whose property is acquired as a result of such programs. 13. COPELAND "ANTI-KICKBACK" ACT Where applicable, Contractor with all prime construction contracts over $2,000 agrees to comply with the Copeland “Anti-Kickback” Act (40 USC 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). As applied to this Contract, the Copeland "AntiKickback" Act makes it unlawful to induce, by force, intimidation, threat or procuring dismissal from employment, or otherwise, any person employed in the construction or repair of public buildings or public works, financed in whole or in part by the United States, to give up any part of the compensation to which that person is entitled under a contract of employment. State will report to the Federal Awarding Agency any suspected or reported violations of the Copeland “Anti-Kickback” Act. 14. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT Where applicable, all contracts over $100,000 which involve the use of mechanics or laborers shall comply with 40 USC 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 USC 3702 of the Act, Contractor agrees that it will comply with Sections 103 and 107 of the Contract Work Hours and Safety Standards Act (40 49 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit B to Agreement Number: MT-26-012 Page 6 of 8 USC 3701-3708), as supplemented by Department of Labor regulations (29 CFR Part 5). As applied to this Contract, the Contract Work Hours and Safety Standards Act specifies that no laborer or mechanic doing any part of the work contemplated by this Contract shall be required or permitted to work more than 40 hours in any workweek unless paid for all additional hours at not less than 1.5 times the basic rate of pay. The requirements of 40 USC 3704 apply to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. 15. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT Any discovery or invention that arises during performance of the Contract shall be reported to the non-Federal entity. Contractor must comply with the requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by State. 16. CLEAN AIR ACT AND FEDERAL WATER POLLUTION CONTROL ACT Any Contract or subcontract in excess of $150,000 must comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 USC 7401- 7671(q) and the Federal Water Pollution Control Act, as amended (33 USC 1251-1387). Violations must be reported to State who in turn will report to the Federal awarding agency and the EPA Regional Office. 17. FEDERAL WATER POLLUTION CONTROL ACT (33 USC 1251-1387), AS AMENDED For Contracts and subgrants over $150,000, Contractor shall comply with all applicable standards, orders or regulations issued pursuant to the Federal Water Pollution Control Act as amended (33 USC 1251-1387). State will report violations to the Federal Awarding Agency and the EPA Regional Office. 18. ENERGY POLICY AND CONSERVATION ACT (42 USC 6201) Contractor shall comply with all mandatory standards and policies relating to energy efficiency contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (42 USC 6201). 19. BYRD ANTI-LOBBYING AMENDMENT 50 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit B to Agreement Number: MT-26-012 Page 7 of 8 Contractors that bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 USC 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award. 20. SYSTEM FOR AWARD MANAGEMENT AND UNIQUE ENTITY IDENTIFICATION NUMBER Contractor shall comply with the System for Award Management (Sam.gov) maintained by the General Services Administration. Contractor shall provide a Unique Entity Identification Number assigned to it. 21. PROCUREMENT OF RECOVERED MATERIALS Contractor must comply with Section 6002 of the Solid Waste Disposal Act, 42 USC 6901- 6992k, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 22. NEVER CONTRACT WITH THE ENEMY (2 CFR 200.215) Contractor is subject to the regulations implementing Never Contract with the Enemy in 2 CFR part 183. The regulations in 2 CFR part 183 affect covered contracts, grants and cooperative agreements that are expected to exceed $50,000 within the period of performance, are performed outside the United States and its territories, and are in support of a contingency operation in which members of the Armed Forces are actively engaged in hostilities. 23. 2 CFR 200.326, APPENDIX II, REQUIRED CONTRACT CLAUSES 2 CFR 200.326, Appendix II, Required Contract Clauses are incorporated by reference as if set forth in full text and are made part of this Contract as applicable. Contractor shall comply with 51 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit B to Agreement Number: MT-26-012 Page 8 of 8 all applicable contract clauses and provide the same clauses in any subcontracts or purchase orders issued in support of this Contract with State. 24. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT Contractor agrees it will not provide or use covered telecommunications equipment or services in the performance of this Contract in compliance with 2 CFR 200.216. Covered telecommunications equipment or services has the meaning provided in Public Law 115-232, Section 889. The National Defense Authorization Act of 2019 (Section 889) requires federal government purchase cardholders to obtain assurance from merchants that merchants are not using telecommunications equipment, systems, or services produced by Huawei Technologies Company or ZTE Corporation, (or any subsidiary or affiliate of these companies); or video surveillance and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities). The merchant assurance is provided as a “representation” signed by the merchant’s authorized representative. 52 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit C to Agreement Number: MT-26-012 Page 1 of 9 EXHIBIT C - FEDERAL PROGRAM SPECIFIC REQUIREMENTS 1. ELIGIBLE COSTS Eligible costs under this award are as described in this Notice, 2 CFR 200, and the HPF Grant Manual. For this program, eligible costs also include: a. Projects under the eligible program areas as defined by the National Historic Preservation Act (NHPA): Administration, Local Government Certification, Development/Covenants, National Register, Planning, Review & Compliance, Survey & Inventory, and Tax Incentives; b. Administrative costs necessary to complete and administer the grant requirements; c. Rehabilitation of properties; 1) Eligible properties include historic districts, buildings, sites, structures and objects listed in the National Register of Historic Places or applicable Tribal Register; 2) All work must meet the Secretary of the Interior’s Standards and Guidelines for Archeology and Historic Preservation; and 3) All projects receiving repair assistance must enter into a preservation agreement/covenant/easement d. Survey and Inventory of historic resources to determine eligibility; e. Cost for administering an easement/covenant for the property including those administrative costs necessary to execute and monitor easements/covenants; f. Cost for any required audits or financial requests; g. Cost for the production of project signs; h. Costs for public notice of grant opportunities; i. Costs associated with required training or reporting; and j. Any other costs as determined eligible by the NPS in accordance with the OMB circulars, NPS policies, and the HPF Grant Manual. The total of administrative and indirect costs necessary to complete and administer the grant cannot exceed 25% of total cost (primary and subgrants combined). This limitation for the Historic Preservation Fund is by statute, 54 USC 302902. Administrative costs as defined in the April 27, 2018 memo to the HPF Grant Manual are: Allowable, reasonable, and allocable costs related to the overall management of activities directly related to finance (accounting, auditing, budgeting, contracting), general administrative salaries and wages (grant administration, personnel, property management, equal opportunity) and other “overhead” functions (general legal services, general liability insurance, depreciation on buildings and equipment, etc.) not directly attributable to specific program areas identified in the grant agreement. All administrative costs reported must be absolutely necessary for project and/or program 53 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit C to Agreement Number: MT-26-012 Page 2 of 9 implementation, such as the cost items identified in the final grant agreement or items otherwise approved in writing by the NPS Awarding Officer (AO). 2. REQUIREMENT FOR NEPA COMPLIANCE: ALL HPF-FUNDED GRANTS ARE SUBJECT TO THE REQUIREMENTS OF THE NEPA OF 1969, AS AMENDED. This Act requires Federal agencies to consider the reasonably foreseeable environmental consequences of all grant-supported activities. As part of the NPS implementation of NEPA, grantees are required to notify the NPS of any reasonably foreseeable impacts to the environment from grant– supported activities, or to certify that no such impacts will arise upon receipt of a grant award. In addition, the NPS has determined that most HPF grant funds are not expected to individually or cumulatively have a significant impact on the environment, unless the activity involves development (construction) or archeology. For construction or archeology projects, the State should use HPFOnline to submit an Environmental Screening Worksheet, in order to assist the NPS in determining if a Categorical Exclusion (found in NPS Director’s Order 12) can be utilized. 3. FUNDING ACKNOWLEDGEMENT The State and subgrantees must include acknowledgment of grant support from the HPF of the NPS, Department of Interior, in all deliverables and publications concerning NPS grant supported activities as referenced in the Statement of Work. All deliverables must contain the following disclaimer and acknowledgement: "This material was produced with assistance from the Historic Preservation Fund, administered by the National Park Service, Department of the Interior under Grant Number [insert grant number] (and HPF Online Project Number, if applicable). Any opinions, findings, and conclusions or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the Department of the Interior." a. Deliverables/publications include but are not limited to grant project reports; books, pamphlets, brochures or magazines; video or audio files; documentation of events, including programs; invitations and photos; websites; mobile apps; exhibits; and interpretive signs. b. All digital copies must follow the file naming convention described in the attached Digital Product Submission Guidelines. Refer to the attached guidance document for instructions on creating, naming and submitting digital copies of deliverables/publications. c. All consultants hired by the grantee must be informed of this requirement. d. Grantees, subgrantees, and contractors may not use the NPS Arrowhead in any form without written permission. 54 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit C to Agreement Number: MT-26-012 Page 3 of 9 4. REQUIREMENT FOR PROJECT SIGN & PUBLIC NOTIFICATION FOR DEVELOPMENT PROJECTS As stipulated in 36 CFR Part 800, public views and comments regarding all federally-funded development undertakings on historic properties must be sought and considered by the authorizing federal agency. Therefore, if services under this agreement include development, the subgrantee is required to post a public notification regarding the undertaking under this grant in one or more of the major newspapers or news sources that cover the area affected by the project within 30 days of obligating any contracts or subgrants. A copy of the posted release must be submitted to NPS within 30 days of the posting. HPF funded development projects must create public notification of the project in the form of a project sign, website posting, and proper credit for announcements and publications as appropriate. The sign/notification must be of reasonable and adequate design and construction to withstand weather exposure (if appropriate); be of a size that can be easily read from the public right-of-way; and be accessible to the public throughout the project term as stipulated in this Agreement. At a minimum, all notifications must contain the following statement: “[Project Name] is being supported in part by the Historic Preservation Fund administered by the National Park Service, Department of the Interior.” Additional information briefly identifying the historical significance of the property and recognizing other contributors is encouraged and permissible. The NPS arrowhead logo may only be used in conjunction with the HPF approved signage format that can be provided upon request. Any other use of the logo is prohibited. 5. SUBGRANT AWARDS The awarding of subgrants must follow the eligibility factors outlined in the Notice of Funding Opportunity, OMB regulations in 2 CFR 200, and the HPF Grant Manual. 6. NPS OVERSIGHT The NPS will provide oversight of this grant project through the following NPS reviews: a. Review and approval of annual and final reporting to include compliance with 2 CFR 200; b. Review and approval for compliance with the Secretary of the Interior’s Standards and Guidelines for Archeology and Historic Preservation; c. Review and approval for compliance with Sections 106 (54 USC 306108) and 110f (54 USC 306107) of the NHPA in coordination with the appropriate SHPO; d. Review and approval for compliance with NEPA; and e. Any other reviews as determined by the NPS based on program needs or financial/programmatic risk factors (i.e., draft National Register nomination if required, etc.). 55 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit C to Agreement Number: MT-26-012 Page 4 of 9 7. AUDIT FINDINGS AND FOLLOW-UP The State and Subgrantee are hereby informed that the NPS may withhold or suspend award funds, or may impose other related conditions, if the State or Subgrantee does not satisfactorily and promptly address findings from Single or program-specific audits, investigations, or reviews of NPS programs and awards. Each year the award is active, the Subgrantee must require its auditors to provide status report updates of all audit findings included in the prior audit's Schedule of Findings and Questioned Costs, as required by 2 CFR 200, Subpart F ("Grants and Agreements, Audit Requirements"). Upon review of subsequent annual audits, the NPS will determine if further corrective action is warranted. When findings exist, the State and Subgrantee must submit a status report every six months to the NPS of all steps being taken to resolve related audit findings included in the prior audit's Schedule of Findings and Questioned Costs to remain in good standing for all NPS grant awards. If the State or Subgrantee fails to meet these deadlines without written approval of extension from the NPS, NPS may withhold remaining and future award funds, or may impose other related requirements to ensure compliance with this condition. Outstanding audit findings, if any, are included in the attachments of this Agreement. 8. NAGPRA COSTS ARE UNALLOWABLE Cost related to Native American Graves Protection and Repatriation Act (NAGPRA) activities are unallowable under this agreement. Funds for NAGPRA activities are available through the NPS National NAGPRA Program. 9. EQUIPMENT PURCHASES Each item of equipment purchased under this award must be approved specifically and in writing by the NPS prior to purchase to confirm the allowability of the costs. Approval of the application is not approval of equipment included within the application. Equipment is defined by 2 CFR 200.1 as tangible personal property (including information technology systems) having a useful life of more than one year and a per unit acquisition cost which equals or exceeds the lesser of the capitalization level established by the nonfederal entity for financial statement purposes, or $5,000. 10. PUBLICITY & PRESS RELEASES Press releases about this project must acknowledge the grant assistance provided by the HPF and the NPS, and copies of the press releases must be provided to the NPS. The State and Subgrantee must transmit notice of any public ceremonies planned to publicize funded or related projects in a timely enough manner so that the NPS, Department of the Interior, Congressional, or other Federal officials can attend if desired. All publicity and press releases related to activities funded with this award should include a statement that funding for the activity was provided (in part or in whole) by the HPF administered by the NPS. 56 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit C to Agreement Number: MT-26-012 Page 5 of 9 11. CONSULTANTS & CONTRACTORS Consultants/contractor(s) must have the requisite experience and training in historic preservation or relevant field to oversee the project work. All consultants and contractors must be competitively selected and documentation of this selection must be maintained by the State and Subgrantee and be made readily available for examination by the NPS. Federal contracting and procurement guidance can be found in 2 CFR 200.318. Maximum rates charged to this grant may not exceed 120% of a Federal Civil Service GS-15, step 10 salary per project location. Current regional salary tables can be found on the Office of Personnel and Management website: https://www.opm.gov/policy-data-oversight/pay-leave/salaries-wages/. 12.COMPLIANCE WITH SECTION 106 Pursuant to Section 106 of the NHPA (54 USC 306108), the NPS and the grantee must complete the consultation process stipulated in the regulations issued by the Advisory Council on Historic Preservation (ACHP) in 36 CFR 800 prior to the commencement of all grant assisted construction or ground disturbance on the property. 13. COMPLIANCE WITH SECTION 110 Section 110 of The NHPA identifies the responsibility of the federal agency in their treatment of historic properties. Section 110(f) (54 USC 306107) clarifies the responsibility of the agency to protect National Historic Landmarks (NHL) from harm. See this agreement for submission requirements regarding NHL properties. In addition, Section 110(k) (54 USC 306113) prohibits the NPS from funding any grantee or subgrantee that attempts to avoid the requirements of Section 106. Grantees and subgrantees must make every effort to fund preservation projects that do no harm or adverse effects to NHL properties. Should it be discovered a grantee or subgrantee has deliberately damaged a property (e.g., pre-emptive demolition) to avoid requirements, the NPS must be notified to determine, in consultation with the ACHP, if the project can proceed. 14. NPS REVIEW OF PLANNING/DESIGN DOCUMENTS FOR NATIONAL HISTORIC LANDMARKS FOR DEVELOPMENT PROJECTS For development project that affect National Historic Landmark properties, the State must submit the following to NPS for review and approval: a. a site plan that has the north direction clearly marked; b. a city/county map with the site of the property clearly labeled; c. set of plans and specifications for the project; d. digital images of all exterior elevations of the building or site, with views identified and oriented and keyed to the site plan; e. digital images of all interior major rooms and those involved in the project, labeled and keyed to a floor plan; 57 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit C to Agreement Number: MT-26-012 Page 6 of 9 f. for NHL Districts include overall views of the district from the project area; and g. any additional information that will better enable a technical review of the project to be completed. The State must submit documents for the entire undertaking to the NPS for its review and approval to ensure conformance with the Secretary of the Interior’s Standards and Guidelines for Archeology & Historic Preservation, HPF Grant Manual, and with the conditions listed in this Grant Agreement, prior to the beginning of grant-assisted work. Work that does not comply with these Standards in the judgment of the NPS will not be reimbursed, and may cause the grant to be terminated and funds deobligated. Plans and specifications for the project must be marked on the cover with this statement: “The {name of property} is designated a National Historic Landmark for its architectural and historic significance. It is considered to have irreplaceable cultural, material, and aesthetic value. The work is funded in part by the Historic Preservation Fund, administered by the National Park Service, Department of the Interior. The funding of which is subject to having all work items meet the Secretary of the Interior's Standards and Guidelines for Archeology & Historic Preservation.” 15. GIS SPATIAL DATA TRANSFER STANDARDS All GIS data collected with HPF funds must be in compliance with the NPS Cultural Resource Spatial Data Transfer Standards with complete feature level metadata. Template GeoDatabases and guidelines for creating GIS data in the NPS cultural resource spatial data transfer standards can be found at the NPS Cultural Resource GIS Facility webpage: https://www.nps.gov/crgis/crgis_standards.htm Technical assistance to meet the NPS Cultural Resource Spatial Data Transfer Standard specifications will be made available if requested. Execution of a Data Sharing Agreement between the NPS and the Subgrantee must take place prior to collection of GIS data using HPF funds, as applicable. Compliance with this award term will satisfy the requirements of Article 26 "Geospatial Data" and contained within the Department of the Interior's General Terms & Conditions (effective June 1, 2023). 16. CATALOG OF FEDERAL DOMESTIC ASSISTANCE/ASSISTANCE LISTING INCLUSION IN SINGLE AUDIT Non-federal entities receiving financial assistance through the HPF must include the appropriate Catalog of Federal Domestic Assistance (CFDA) number in the Schedule of Expenditures of Federal Award in their Single-Audit. The CFDA number applicable to this award is 15.904 - Historic Preservation Fund Grants-In-Aid. 58 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit C to Agreement Number: MT-26-012 Page 7 of 9 17. NOTICE OF FINANCIAL MANAGEMENT REVIEW As part of government-wide efforts to improve coordination of financial management and increase financial accountability and transparency in the receipt and use of federal funding, the Subgrantee is hereby notified that this award may be subject to higher scrutiny. This may include a requirement to submit additional reporting documentation. 18. UNANTICIPATED DISCOVERY PROTOCOLS At a minimum, unanticipated discovery protocols for subgrants or contracts must require the subgrantee or contractor to immediately stop construction in the vicinity of the affected historic resource and take reasonable measures to avoid and minimize harm to the resource until the SHPO or THPO, sub-grantee or contractor, and Indian Tribes, as appropriate, have determined a suitable course of action within 15 calendar days. With the express permission of the SHPO and/or THPO, the subgrantee or contractor may perform additional measures to secure the jobsite if the sub-grantee or contractor determines that unfinished work in the vicinity of the affected historic property would cause safety or security concerns. 19. REQUIREMENT FOR TRAINING At the direction of the NPS, personnel associated with management of the grant program may be required to attend trainings and/or meetings. The Subgrantee will be provided adequate notice to plan for any required activities; expenses incurred as part of this requirement are eligible to charge towards the grant. 20. DEMONSTRATION OF EFFORT – PERFORMANCE GOALS In order to ensure the timely and successful completion of all HPF grant awards, the NPS requires acceptable demonstration of effort by the grantee on project work supported by all HPF funded grants. Demonstration of effort means acceptable performance by undertaking meaningful progress on grant- supported activities and complying with award terms and conditions. 21. FUNDING FOR USE OF UNMANNED AIRCRAFT SYSTEMS (UAS) (AKA DRONES) HPF funding for unmanned aircraft systems (UAS) usage is eligible only in the contracting of an experienced, licensed contractor of UAS who possesses the appropriate license, certifications, and training to operate UAS. The contractor is required to provide proof of liability insurance in the operation of UAS for commercial use. If HPF funding is provided to a state, tribal, local, or territorial government, or other non-profit organization for the use of UAS as part of their scope of work, the recipient must have in place policies and procedures to safeguard individuals' privacy, civil rights, and civil liberties prior to expending such funds. 59 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit C to Agreement Number: MT-26-012 Page 8 of 9 22. EASEMENT/COVENANT REQUIREMENT Section 54 USC 302902 of the NHPA requires HPF grantees agree to assume, after the completion of the project, the total cost of continued maintenance, repair and administration of the grant-assisted property in a manner satisfactory to the Secretary of the Interior. Accordingly, recipients awarded funds for the physical preservation of a historic site must sign a preservation agreement/covenant/easement (easement) with the State or Tribal HPO in which the site is located or with a nonprofit preservation organization acceptable to the NPS. For competitive (project) grants, a draft copy of the preservation covenant/easement template must be submitted to the NPS ATR within one year of grant agreement execution for review and comment. All preservation easements must be executed by registering it with the deed of the property. Baseline documentation of the character-defining features of the site must be documented prior to construction through photographs. The preservation easement must document the grant-assisted condition of the site and the historic-character-defining features as part of the document registered with the deed. The term of the preservation easement is dependent on the amount of assistance the historic property receives from this opportunity: a. If the historic property is not currently protected by a preservation easement, a preservation easement must be executed for the term as given in the table below per the amount of funding awarded. b. If the historic property is currently subject to a preservation easement that meets the minimum federal preservation requirements, an extension must be executed for an additional duration to meet the requirements of the new funding awarded. The required term is identified in the table below. For example, if a property had 10 years remaining on a previous 20-year easement, and receives $300,000 in HPF funding, an amendment to add 15 years would be required. c. If the historic property is currently protected by a perpetual or other preservation easement that meets or exceeds the requirements of this grant program as determined by the NPS, no additional duration or restrictions are necessary. Amount of Federal Award Covenant/Easement Term Requirement $1 - $50,000 5-year minimum preservation agreement; a covenant/easement amending the deed is not required  $50,001 - $250,000 10-year minimum preservation covenant/easement  $250,001 - $500,000 15-year minimum preservation covenant/easement  $500,001 - $750,000 20-year minimum preservation covenant/easement  $750,001 + 25-year minimum preservation covenant/easement 60 CERTIFIED LOCAL GOVERNMENT FUNDING PASSTHROUGH TO THE CITY OF BOZEMAN Exhibit C to Agreement Number: MT-26-012 Page 9 of 9 23. COPYRIGHT Per 2 CFR 200.315(b), the NPS reserves a royalty-free right to reproduce, publish, or otherwise use the work for federal purposes, and to authorize others to do so, any materials produced under this grant. All photos included as part of the interim & final reporting and deliverables/publication will be considered released to the NPS for future official use. The photographer, date, and caption should be identified on each photo, so NPS may provide proper credit for use. A digital copy of all deliverables must be available for public access. Sensitive information may be redacted from the public access copy. All consultants hired by the State or Subgrantee must be informed of this requirement. 24. COMPLIANCE WITH THE AMERICANS WITH DISABILITIES ACT AND THE ARCHITECTURAL BARRIERS ACT The use of federal funds to improve public buildings, to finance services or programs contained in public buildings, or alter any building or facility financed in whole or in part with federal funds (except privately owned residential structures), requires compliance with the 1990 Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act of 1973, and the Architectural Barriers Act (ABA). Work done to alter the property should be in compliance with all applicable regulations and guidance. 25. COST SHARING/MATCHING REQUIREMENT A minimum of 40% non-Federal cost-share is required for costs incurred under this grant program. The Subgrantee agrees to contribute the 40% in eligible non-Federal matching contributions that are allowable, property documented, and must be used during the grant period to share the costs for this statement of work. Failure to use the required non-Federal matching share will result in the disallowance of costs reimbursed, and/or the deobligation of remaining unexpended funds. 61 Memorandum REPORT TO:City Commission FROM:Brian Heaston, Engineer III Shawn Kohtz, Director of Utilities SUBJECT:Reject All Bids for the Water Reclamation Facility Solar Generation Project and Rebid the Project at a Later Date MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Agreement - Vendor/Contract RECOMMENDATION:Reject All Bids for the Water Reclamation Facility Solar Generation Project and Rebid the Project at a Later Date STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and maintenance for existing and new infrastructure. BACKGROUND:Constructions bids were opened for the WRF Solar Generation Project on March 5, 2026. Two bids were entered but only one bid was received that met the stated bidding requirements. The bid pricing for this one bid is provided in the attached certified bid tabulation. Staff recommends all bids entered be rejected. Many prospective bidders purchased the bidding documents for the project but chose not to submit bids. Upon due diligence conducted by the City’s consulting engineer for the project, HDR Engineering, bidders were concerned about securing equipment and materials in time to complete the construction effort within the 210 calendar day contract period. The City has directed HDR Engineering to revise certain contract requirements in response to planholders’ items of common concern to entice more planholders to submit bids. The project will be rebid in the near future. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:None. Attachments: WRF Solar Bid Tab Signed.pdf Report compiled on: April 8, 2026 62 63 Memorandum REPORT TO:City Commission FROM:Danielle Garber, Senior Planner Brian Krueger, Development Review Manager Rebecca Harbage, Deputy Director of Community Development Erin George, Director of Community Development SUBJECT:Approve the Gran Cielo Phase 3 Major Subdivision Preliminary Plat application to further subdivide 4 lots in Block 14 of Gran Cielo Subdivision Phase 2 into a 42 lot subdivision for residential single household and townhouse/rowhouse uses, Application 25703 (Quasi-Judicial) MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Community Development - Quasi-Judicial RECOMMENDATION:Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for application 25703 and move to approve the subdivision with conditions and subject to all applicable code provisions. STRATEGIC PLAN:4.2 High Quality Urban Approach: Continue to support high-quality planning, ranging from building design to neighborhood layouts, while pursuing urban approaches to issues such as multimodal transportation, infill, density, connected trails and parks, and walkable neighborhoods. BACKGROUND:This application was deemed complete prior to the February 1, 2026 effective date of the repeal and replace of Chapter 38 of the Bozeman Municipal Code (BMC) also known as the 2025 Unified Development Code (2025 UDC). This project is subject to the standards and review procedures of the UDC in effect prior to February 1, 2026 The Department of Community Development received a Preliminary Plat Application on November 26, 2025 requesting a major subdivision to further subdivide Lots 1-4 and Common Open Space C of Block 14 of Gran Cielo Subdivision Phase 2 into 42 lots. The subject property is zoned R-5 (Residential High Density District) and contains 6.69 acres of gross lot area. Generally located northwest of the corner of South 27 th Avenue and Bennett Boulevard. This land was previously reviewed under the following applications: 64 17522 Gran Cielo Major Subdivision Preliminary Plat (external link to the Finding of Facts and Order signed July 16, 2018) 19219 Gran Cielo Major Subdivision Preliminary Plat (external link to the online document repository for this project) This subsequent major subdivision is located in Gran Cielo Subdivision Phase 2 and the recorded Phase 2 Final Plat may be viewed in the city’s online document repository under document 003 – Existing Recorded Plat. Pre-application review was completed on October 1, 2025. BMC 38.220.060.A requires documentation of compliance with adopted standards unless waivers have been granted during the pre-application process. Waivers were granted from the following documentation requirements: Floodplains; Groundwater; Geology Soils, Slopes; Vegetation; Wildlife; and Agriculture as the site was previously subdivided. Waivers were not requested or not granted for the following documentation requirements: Surface water; Agricultural water user facilities; Water and sewer; Stormwater management; Streets, roads, and alleys; Non-municipal utilities; Land use; Parks and recreation; Neighborhood center; Lighting plan; Miscellaneous; Affordable housing; and growth policy compliance. Please see the attached staff report for analysis of the review criteria. On January 30, 2026 the Development Review Committee (DRC) found the application sufficient for continued review and recommends the conditions and code provisions identified in the staff report. The subdivider did not request any variances with this application. As of the writing of this report one letter of public comment has been received from J. Bennett on March 17, 2026 in support of the proposed subdivision. On April 6, 2026 the Community Development Board (CDB), acting in its capacity as the Planning Board considered the application and provided a unanimous 6-0 recommendation for approval. Board Member Egnatz asked staff questions related to subsequent building permits and review processes for meeting minimum densities following the subdivision creation under the recently adopted 2025 UDC. Staff responded that minimum density would not be revisited for most of the subdivision since the application proposes primarily single household lots that are not subject to further plan review. No public comment was provided at the meeting. This subdivision meets the criteria for review under 76-3-616 Montana Code Annotated (MCA) - Exemption for Certain Subdivisions. This statute exempts this subdivision from the public hearing requirement. Per BMC 38.240.100 the final decision for this preliminary plat must be made within 60 working days from sufficiency, or by April 27, 2026. The City Commission meeting regarding this subdivision is scheduled for August 21, 2026. Materials in the submittal relevant to the City Commission's review include: Application Documents Application Drawings 65 The application documents folder will contain subdivision layout and information (document 006), street design (document 008), proposed landscaping (document 018), surface water and agricultural water user facilities (documents 020 and 027), water and sewer design (document 028), stormwater management (document 029), and transportation analysis and the TIS (document 030), as well as documentation to demonstrate compliance with Chapter 38 including compliance with adopted standards required in BMC 38.220.060 where waivers were not granted. The application drawings folder will contain the draft plat. UNRESOLVED ISSUES:None ALTERNATIVES:As recommended by the City Commission FISCAL EFFECTS:Fiscal impacts are undetermined at this time, but will include increased property tax revenues from new development, along with increased costs to deliver municipal services to the property. Impact fees will be collected at the time of building permit issuance for individual buildings along with City sewer and water connection fees. Attachments: 25703 Staff Report CC.pdf Report compiled on: April 9, 2026 66 25703 Gran Cielo Phase 3 Subdivision Page 1 of 24 25703 Gran Cielo Phase 3 Subdivision Preliminary Plat Public Meeting/Hearing Dates: Planning Board meeting was held Monday, April 6, 2026 at 6:00 pm. City Commission meeting will be held Tuesday, April 21, 2026 at 6:00 pm Project Description: A preliminary plat requesting to subdivide four lots in block 14 of Gran Cielo Subdivision Phase 2 into a major subdivision for residential and open space uses. 42 single household and townhome lots and are proposed to replace 4 multi-household (apartment use) lots, with 1 open space lot set aside for a stormwater pond. One lot at the southeast corner of the block will be subject to a further development application and is intended to be built with rowhouses. Additional uses of land within the subdivision include an extension of S. 28th Avenue north through the block from Bennett Boulevard to Apex Drive, and an east-west pedestrian pathway between South 29th Avenue to South 27th Avenue. The subject property is zoned R-5. This application was deemed complete prior to the February 1, 2026 effective date of the repeal and replace of Chapter 38 of the Bozeman Municipal Code (BMC) also known as the 2025 Unified Development Code (2025 UDC). This project is subject to the standards and review procedures of the UDC in effect prior to February 1, 2026. Project Location: Addresses TBD, northwest of the corner of South 27th Avenue and Bennett Boulevard, South of Apex Drive, and East of South 29th Avenue. Staff Finding: The application conforms to standards and is sufficient for approval with conditions and code provisions. Recommended Planning Board Motion: Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for application 25703 and move for the Community Development Board in its capacity as the Planning Board to recommend approval of the subdivision with conditions and subject to all applicable code provisions. Recommended City Commission Motion: Having reviewed and considered the application materials, public comment, and all the information presented, I hereby adopt the findings presented in the staff report for application 25703 and move to approve the subdivision with conditions and subject to all applicable code provisions. Report Date: April 9, 2026 Staff Contact: Danielle Garber, Senior Planner Alicia Paz-Solis, Project Engineer Agenda Item Type: Consent (Quasi-judicial) 67 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 2 of 24 EXECUTIVE SUMMARY This report is based on the application materials submitted and public comment received to date. The application materials are available in the City’s Laserfiche archive and may be accessed through the Community Development viewer. Unresolved Issues. There are no unresolved issues with this application. Project Summary The Department of Community Development received a Preliminary Plat Application on November 26, 2025 requesting a major subdivision to further subdivide Lots 1-4 and Common Open Space C of Block 14 of Gran Cielo Subdivision Phase 2 into 42 lots. The subject property is zoned R-5 (Residential High Density District). This land was previously reviewed under the following applications: • 17522 Gran Cielo Major Subdivision Preliminary Plat (external link to the Finding of Facts and Order signed July 16, 2018) • 19219 Gran Cielo Major Subdivision Preliminary Plat (external link to the online document repository for this project) Application 17522 provided the primary review for the Gran Cielo Major Subdivision and the findings of fact was signed in July of 2018. On February 1, 2019, Application 19219 was submitted for changes requested to the amount of provided parkland and park design. The proposed changes under application 19219 were reviewed at a public hearing on September 23, 2019 and the Findings of Fact and Order was signed on November 4, 2019. All required infrastructure has been constructed or financially guaranteed and subsequent final plat applications have been reviewed and recorded for all proposed lots in the subdivision under the following applications: • 19472 Gran Cielo Subdivision Phase 1 Final Plat • 20362 Gran Cielo Subdivision Phase 1A Final Plat • 21414 Gran Cielo Subdivision Phase 2 Final Plat. This subsequent major subdivision is located in Phase 2 and the recorded Phase 2 Final Plat may be viewed in the city’s online document repository under document 003 – Existing Recorded Plat. This subdivision represents a change of use from multi-household residential lots, subject to subsequent site plan review, to single household and townhome/rowhome lots. Lot lines will be added to further subdivide the most recently platted four large lots into smaller building permit ready lots. All proposed lots meet the minimum lot area and width standards required in Section 38.320.030 of the Bozeman Municipal Code (BMC) for the proposed uses. 68 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 3 of 24 The subject property was also reviewed previously as a multi-household development on each of the four lots under the Gran Cielo Block 14 Master Site Plan, application 22389, and subsequent Gran Cielo Block 14 Phase 1 and Phase 2 site plans, under applications 22391 and 24029. The master site plan received final approval and the phase 1 site plan application received preliminary approval on April 8, 2024. With this subsequent major site plan application these applications will be withdrawn. Previous payments for water adequacy will be applied as a credit per code provision 4 below. South 27th and South 29th Avenues, Bennett Boulevard and Apex Drive adjacent to Block 14 have already been constructed and accepted by the City. This application proposes to extend South 28th Avenue, currently constructed south of Bennett Boulevard into the property to provide legal and physical access interior to the block. As previously approved with Gran Cielo Phase 2, an east-west pedestrian corridor will be utilized via easement to mitigate block length and connect pedestrians between 27th Avenue and 29th Avenue. The previously approved 30-foot wide public trail easement will be vacated, and a new 10-foot wide pedestrian easement will be dedicated with this application, slightly north of the existing easement. This approach is consistent with BMC 38.410.040.D which allows right-of-way for pedestrians in lieu of a street to be at least 10-feet wide, see code provision 8 below. Water and sewer mains serving the subject property exist in all streets surrounding the block. The applicant proposes water and sewer main extensions from Bennett Boulevard, Apex Drive, South 27th and South 28th Avenues, and through three proposed alleys located within the subdivision. Providing utility service through proposed alleys minimizes impacts to existing infrastructure by avoiding the construction of multiple utility service stubs within existing paved streets. Due to the proposed presence of water and sewer mains, the alleys are proposed to have a platted width of 30-feet to meet the City’s utility easement width requirements that allow for adequate space for long-term access and maintenance of public utilities. Code provision 3.b requires long term funding for private maintenance of alleys that contain city utility infrastructure. No phasing is proposed. The site does not contain surface water or wetlands, existing vegetation, or public lands. Pre-application review was completed on October 1, 2025. BMC 38.220.060.A requires documentation of compliance with adopted standards unless waivers have been granted during the pre-application process. Waivers were granted from the following documentation requirements: Floodplains; Groundwater; Geology Soils, Slopes; Vegetation; Wildlife; and Agriculture. Waivers were not requested or not granted for the following documentation requirements: Surface water; Agricultural water user facilities; Water and sewer; Stormwater management; Streets, roads, and alleys; Non-municipal utilities; Land use; Parks and recreation; Neighborhood center; Lighting plan; Miscellaneous; Affordable housing; and growth policy compliance. Documentation of compliance for the categories not waived can be found in the application documents folder. 69 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 4 of 24 On January 30, 2026 the Development Review Committee (DRC) found the application sufficient for continued review and recommends the conditions and code provisions identified in this report. On April 6, 2026 the Community Development Board (CDB), acting in its capacity as the Planning Board considered the application and provided a unanimous 6-0 recommendation for approval. Board Member Egnatz asked staff questions related to subsequent building permits and review processes for meeting minimum densities following the subdivision creation under the recently adopted 2025 UDC. Staff responded that minimum density would not be revisited for most of the subdivision since the application proposes primarily single household lots that are not subject to further plan review. No public comment was provided at the meeting. The subdivider did not request any variances with this application. As of the writing of this report one letter of public comment has been received from J. Bennett on March 17, 2026 in support of the proposed subdivision. The final decision for this preliminary plat must be made by April 27, 2026 or 60 working days from the sufficiency date per BMC 38.240.100 and MCA 76-3-616 for exempt subdivisions. Alternatives 1. Approve the application with the recommended conditions; 2. Approve the application with modifications to the recommended conditions; 3. Deny the application based on the Commission’s findings of non-compliance with the applicable criteria contained within the staff report; or 4. Continue the public meeting on the application, with specific direction to staff or the subdivider to supply additional information or to address specific items. 70 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 5 of 24 TABLE OF CONTENTS EXECUTIVE SUMMARY ............................................................................................................ 2 Unresolved Issues. .............................................................................................................. 2 Project Summary ................................................................................................................. 2 Alternatives ......................................................................................................................... 4 SECTION 1 – MAP SERIES .......................................................................................................... 6 SECTION 2 – REQUESTED VARIANCES ............................................................................... 10 SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL .......................................... 10 SECTION 4 – CODE REQUIREMENTS .................................................................................... 10 SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS ............................................ 14 SECTION 6 – STAFF ANALYSIS and findings ......................................................................... 14 Applicable Subdivision Review Criteria, Section 38.240.150.B, BMC. .......................... 14 Documentation of compliance with adopted standards 38.220.060 ................................. 17 APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY..................................... 21 APPENDIX B – DETAILED PROJECT DESCRIPTION .......................................................... 23 APPENDIX C – NOTICING AND PUBLIC COMMENT ......................................................... 23 APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF ................................. 23 FISCAL EFFECTS ....................................................................................................................... 23 ATTACHMENTS ......................................................................................................................... 24 71 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 6 of 24 SECTION 1 – MAP SERIES Exhibit 1 – Zoning 72 25703 Gran Cielo Phase 3 Subdivision Page 7 of 24 Exhibit 2 – Future Land Use Map (2025) 73 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 8 of 24 Exhibit 3 – Proposed Preliminary Plat for Block 14 74 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 9 of 24 Exhibit 4 – Existing Recorded Lots, Block 14 Gran Cielo Phase 2 75 25703 Gran Cielo Phase 3 Subdivision Page 10 of 24 SECTION 2 – REQUESTED VARIANCES No variances are requested with this application. SECTION 3 – RECOMMENDED CONDITIONS OF APPROVAL Please note that these conditions are in addition to any required code provisions identified in this report. These conditions are specific to this project. Recommended Conditions of Approval: 1. The plat shall conform to all requirements of the Bozeman Municipal Code and the Uniform Standards for Subdivision Plats (Uniform Standards for Certificates of Survey and Subdivision Plats (24.183.1104 ARM) and shall be accompanied by all required documents, including certification from the City Engineer that as-built drawings for public improvements were received, a platting certificate, and all required and corrected certificates. The Final Plat application shall include one (1) signed reproducible copy on a 3 mil or heavier stable base polyester film (or equivalent). The Gallatin County Clerk & Recorders office has elected to continue the existing medium requirements of 1 mylar with a 1 binding margin on one side for both plats and COSs. The Clerk and Recorder will file the new Conditions of Approval sheet as the last same sized mylar sheet in the plat set 2. The applicant shall submit with the application for Final Plat review and approval, a written narrative stating how each of the conditions of preliminary plat approval and noted code provisions have been satisfactorily addressed. This narrative shall be in sufficient detail to direct the reviewer to the appropriate plat, plan, sheet, note, covenant, etc. in the submittal. 3. The subject property is located within the Meadow Creek Subdivision Sewer Payback. If the subject property did not participate in the original cost of construction of improvements the subject property will be assessed a payback charge prior to final plat approval. SECTION 4 – CODE REQUIREMENTS 1. Sec. 38.100.080 – Compliance with regulations required. The applicant is advised that unmet code provisions, or code provisions that are not specifically listed as conditions of approval, does not, in any way, create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code or state law. 2. Sec. 38.220.070.A.3 Noxious Weeds. Prior to final plat approval, a memorandum of understanding must be entered into by the weed control district and the developer. The memorandum of understanding must be signed by the district and the developer prior to final plat approval, and a copy of the signed document must be submitted to the com-munity development department with the application for final plat approval. 3. Sec. 38.220.310, and 320. Property owners’ association. Updated Property owners’ association (POA) documents including covenants must be provided with the final plat prior to being finalized and recorded. The POA documents must include the requirements of BMC 38.220.310, and 320 where applicable. Additionally, the following must be included: a. In accordance with BMC 38.270.090, the subdivision stormwater maintenance plan must clearly state that the Property Owners’ Association, as recorded in the CC&Rs, must be responsible for maintenance of all permanent and temporary stormwater 76 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 11 of 24 management facilities located outside of the public right-of-way. The approved stormwater plan must be incorporated into the Property Owners’ Association governing documents, and documentation demonstrating inclusion of the stormwater maintenance plan must be provided prior to final plat approval. b. The applicant must provide a permanent funding source, such as the levying of assessments against all properties within the development, for alley maintenance where alleys in the development are designed to accommodate public utility lines and other infrastructure. The alleys in the proposed subdivision functioning as privately maintained public streets for the purposes of utility conveyance must provide the required documentation detailed in BMC 38.400.020.A.2 prior to final plat approval. 4. Sec. 38.410.130 - Water adequacy. Water adequacy and payment of any remaining cash-in- lieu of water rights (CILWR) is required prior to final plat approval. A CILWR credit of 5.24 acre-fee, paid with Gran Cielo Block 14 Ph 1 SP, application number 22391, is available to be applied to the offset, however no other credit for the property has been found. If the owner is aware that additional CILWR was paid, please provide evidence of the payment and the application(s) it was paid under. The applicant must provide the annual irrigation water requirement. The preliminary estimate for the subdivision is 12.67acre-feet however, the estimate can't be finalized until the irrigation demand is provided and verified by the City's Water Conservation Division. The demand must be offset prior to final plat approval. 5. Sec. 38.220.070.8—Conditions of approval. A sheet(s) of the plat depicting conformance with subdivision application approval must be submitted as set forth in 24.183.1107 ARM as may be amended and as required by the county clerk and recorder, and must: Be entitled "Conditions of Approval of [insert name of subdivision]" with a title block including the quarter-section, section, township, range, principal meridian, county, and, if applicable, city or town in which the subdivision is located. a. Contain any text and/or graphic representations of requirements by the governing body for final plat approval including, but not limited to, setbacks from streams or riparian areas, floodplain boundaries, no-build areas, building envelopes, or the use of particular parcels. b. Include a certification statement by the landowner that the text and/or graphics shown on the conditions of approval sheet(s) represent(s) requirements by the governing body for final plat approval and that all conditions of subdivision application have been satisfied. c. Include a notation stating that the information shown is current as of the date of the certification, and that changes to any land-use restrictions or encumbrances may be made by amendments to covenants, zoning regulations, easements, or other documents as allowed by law or by local regulations. d. Include a notation stating that buyers of property should ensure that they have obtained and reviewed all sheets of the plat and all documents recorded and filed in conjunction with the plat, and that buyers of property are strongly encouraged to contact the local community development department and become informed of any limitations on the use of the property prior to closing. e. List all associated recorded documents and recorded document numbers. 77 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 12 of 24 f. Include a tabulation of parkland credit for the entire subdivision and attributed to each lot. g. Include a tabulation of open space. List easements, including easements for agricultural water user facilities. h. In addition, the applicant must add a note to the conditions of approval sheet of the plat that: i. The maintenance of all stormwater facilities, including stormwater facilities within the park parcels, is the responsibility of the property owners’ association (POA). ii. No crawl spaces will be permitted with future development of the site, unless a professional engineer registered in the State of Montana certifies that the lowest point of any proposed structure is located above the seasonal high groundwater level and provide supporting groundwater data prior to the release of building permit. In addition, sump pumps are not allowed to be connected to the sanitary sewer system. iii. Sump pumps are also not allowed to be connected to the drainage system unless capacity is designed into the drainage system to accept the pumped water. Water from sump pumps may not be discharged onto streets, such as into the curb and gutters where they may create a safety hazard for pedestrians and vehicles. iv. Include a notation stating that topsoil depth and topsoil quality requirements must be met on all future subdivided lots prior to installation of landscaping and irrigation, as outlined in the most recent version of the City of Bozeman Landscape and Irrigation Performance and Design Standards Manual. v. Lot access must be constructed to the standard set forth by the City of Bozeman Design Standards and Specifications Policy, and the City of Bozeman Modifications to the Montana Public Works Standard Specifications per Bozeman Municipal Code Requirements. vi. This subdivision is exempt from parkland dedication per Sec. 38.420.020.B.5 BMC. 6. Sec. 38.240.410 through 38.240.540 – Plat certificates. The language contained in the certificates on the final plat must follow the language in the corresponding certificates in this code section. Since the final plat application is a separate application and will be subject to the new 2025 UDC text and subdivision procedures when submitted, please also reference BMC 38.750.150 (effective February 1, 2026). 7. Sec. 38.360.280 – Agricultural water user facilities. Prior to final plat approval, or City infrastructure approval, whichever occurs first, the applicant must obtain and provide written consent from the ditch owner for any proposed encroachment to ditch easements, including proposed street and sidewalk construction within South 27th Avenue and immediately adjacent to the west-side of South 27th Avenue. 8. Sec. 38.410.040.D – Rights-of-way for pedestrians. Rights-of-way not less than ten feet wide for pedestrian walks are required where deemed necessary to provide circulation or access to parks, open space, schools, playgrounds, shopping centers, transportation, and other community facilities. In addition, no continuous length of block may exceed 600 feet without 78 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 13 of 24 intersecting a street or pedestrian walk. The proposed east-west pedestrian sidewalk is required to be installed and landscaped with the subdivision improvements. Pedestrian walks must be constructed as a city standard sidewalk and comply with the provisions of section 38.400.080. The pedestrian walk must be maintained by the adjacent property owners’ association. 9. Sec. 38.410.060 - Easements. All easements must be described, dimensioned and shown on the final plat in their true and correct location. In addition to the utility and pedestrian easements depicted with this preliminary plat application, prior to final plat approval the applicant must provide the following: a. Sec. 38.410.060.D – Easements for agricultural water user facilities. An agricultural water user easement meeting the requirements of 38.410.060.D must be recorded prior to final plat approval for all ditches on the property and within South 27th Ave that may convey water rights. 10. Sec. 38.410.080 – Grading and drainage. The developer must install complete drainage facilities in accordance with the requirements of the state department of environmental quality and the city and must conform to any applicable facilities plan and the terms of any approved site-specific stormwater control plan. The city's requirements are contained in the Design Standards and Specifications Policy and the City of Bozeman Modifications to Montana Public Works Standard Specifications, and by this reference these standards are incorporated into and made a part of these regulations. a. Prior to final infrastructure approval, the applicant must submit final stormwater facility layouts and routing documentation in accordance with DCS Chapter 6 (Stormwater) and DCS Section 2.2.3 (Stage 3 – Final Infrastructure Review). Final layout for facilities located within or draining public right-of-way such as the S. 27th Avenue proposed stormwater retention pond, S. 28th Avenue boulevard infiltrator, and Apex Pond must be coordinated with future roadway sections, pedestrian facilities, and utility alignments. b. Prior to final infrastructure approval, the applicant must provide final stormwater conveyance design in accordance with DCS Chapter 6, including specific inlet and structure locations, evaluation of inlet spacing and corner capture, and confirmation of roadway conveyance sizing. This review must include an evaluation of whether additional or dual inlets are required, particularly along South 27th Avenue. c. Prior to final infrastructure approval, the applicant must submit a final Operations and Maintenance Plan in accordance with DCS Chapter 6 that reflects the final approved infrastructure plans, constructed stormwater facility materials and configurations. The final plan must also clearly define long-term maintenance responsibilities, inspection activities, sediment removal approach, and maintenance access provisions, including identification of any required access or drainage easements necessary for City access to stormwater facilities that drain public right-of-way. 11. Sec. 38.550.070 – Landscaping of public lands. Landscaping in boulevards adjacent to open space parcels, landscaping within open space parcels, landscaping through mid-block crossings, and boulevard landscaping adjacent to arterial and collector streets is required to be installed or financially guaranteed prior to final plat approval. Additionally: 79 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 14 of 24 a. Rock mulch is prohibited around public boulevard trees. Public boulevard trees must have a 3' diameter wood mulch ring 3"-4" in depth. Include a note this process will be followed during construction. See "City of Bozeman Landscape and Irrigation Performance and Design Standards Manual" Section 3.2.1 "Landscape Design Standards", "Tree Requirements Outside of Parking Lots and Boulevards", 3). SECTION 5 – RECOMMENDATION AND FUTURE ACTIONS The Development Review Committee (DRC) determined the application was sufficient for continued review and recommended approval with conditions on January 30, 2026. Planning Board meeting was held Monday, April 6, 2026 at 6:00 pm City Commission meeting will be held Tuesday, April 21, 2026 at 6:00 pm SECTION 6 – STAFF ANALYSIS AND FINDINGS Analysis and resulting recommendations are based on the entirety of the application materials, municipal codes, standards, plans, public comment, and all other materials available during the review period. Collectively this information is the record of the review. The analysis in this report is a summary of the completed review. Applicable Subdivision Review Criteria, Section 38.240.150.B, BMC. In considering applications for subdivision approval under this title, the advisory boards and City Commission shall consider the following: 1) Compliance with the survey requirements of Part 4 of the Montana Subdivision and Platting Act The preliminary plat was prepared in accordance with the surveying and monumentation requirements of the Montana Subdivision and Platting Act by a Professional Engineer registered in the State of Montana. As noted in the code requirements, the final plat must comply with State statute, Administrative Rules of Montana, and the Bozeman Municipal Code. 2) Compliance with the local subdivision regulations provided for in Part 5 of the Montana Subdivision and Platting Act The final plat must comply with the standards identified and referenced in the Bozeman Municipal Code. The subdivider is advised that unmet code provisions, or code provisions not specifically listed as a condition of approval, do not, in any way, create a waiver or other relaxation of the lawful requirements of the Bozeman Municipal Code or State law. Sections 3 and 4 of this report identify conditions and code provisions necessary to meet all municipal standards. The listed code requirements address necessary documentation and compliance with standards. Therefore, upon satisfaction of all conditions and code corrections the subdivision will comply with the subdivision regulations. 80 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 15 of 24 3) Compliance with the local subdivision review procedures provided for in Part 6 of the Montana Subdivision and Platting Act The Bozeman Planning Board public meeting and City Commission public hearings are properly noticed in accordance with the Bozeman Municipal Code. Based on the recommendation of the Development Review Committee (DRC) and other applicable review agencies, as well as any public testimony received on the matter, the City Commission will make the final decision on the subdivider’s request. Review of this subdivision was conducted under the terms of 76-3-616 MCA as authorized in 38.240.100. The Department of Community Development received a preliminary plat application on November 26, 2025. The DRC reviewed the preliminary plat application and determined the submittal was sufficient to allow for the continued review of the proposed subdivision. On January 30, 2026 the Development Review Committee (DRC) found the application sufficient for continued review and recommends the conditions and code provisions identified in this report. The applicant posted public notice on the subject property on March 13, 2026. The applicant sent public notice to all landowners of record within 200-feet of the subject property via first class mail, on March 13, 2026. As of the date of the writing of this report, one letter of public comment was received in support of the subdivision proposal from J. Bennett on March 17, 2026. On March 31, 2026 a major subdivision staff report was completed and forwarded with a recommendation of conditional approval for consideration to the Planning Board on April 6, 2026. On April 6, 2026 the Community Development Board (CDB), acting in its capacity as the Planning Board considered the application and provided a unanimous 6-0 recommendation for approval. Board Member Egnatz asked staff questions related to subsequent building permits and review processes for meeting minimum densities following the subdivision creation under the recently adopted 2025 UDC. Staff responded that minimum density would not be revisited for most of the subdivision since the application proposes primarily single household lots that are not subject to further plan review. No public comment was provided at the meeting. On April 9, 2026 a major subdivision staff report was completed and forwarded with a recommendation of conditional approval for the City Commission decision on April 21, 2026. 4) Compliance with Chapter 38, BMC and other relevant regulations Community Development staff and the DRC reviewed the preliminary plat against all applicable regulations and the application complies with the BMC and all other relevant regulations with conditions and code corrections. This report includes Conditions of Approval and required code provisions as recommended by the DRC for consideration by the City Commission to complete the application processing for final plat approval. All municipal water and sewer facilities will conform to the regulations outlined by the Montana Department of Environmental Quality and 81 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 16 of 24 the requirements of the Design Standards and Specifications Policy (DSSP) and the City of Bozeman Modifications to Montana Public Works Standard Specifications. Water/sewer –Document 028 contains the supplementary capacity and design memo prepared by the applicant for existing infrastructure and new water and sewer mains. This memo was reviewed by the Engineering Division for compliance with state and local Public Works Standard Specifications, the City’s design standards, the City of Bozeman Water Facility Plan and was found to meet City’s review requirements. Adequate water distribution systems and capacity, and sewage collection and disposal capacity exist to serve the subdivision. Detailed utility design will be further evaluated during the infrastructure review stage by the Engineering Division. Code provision 4 requires the applicant offset estimated water demand prior to final plat approval per subsection D of BMC 38.410.130. Per this section, the applicant must provide payment of cash-in-lieu of water rights at a rate established by the most recent City Commission resolution. Easements - The final plat must provide and depict all necessary utilities and required utility easements. Public utilities are already located within dedicated street right of ways, with extensions proposed within South 28th Avenue and dedicated alleys. Additional easements are required for an agricultural user facility. 10-foot front yard utility easements are depicted on the preliminary plat and are proposed to be granted with the final plat in accordance with standards. See code provision 9 for easement requirements. Parks – No additional parkland is required per BMC 38.420.020.B.5 – Land dedication or its equivalent cash donation in-lieu of land dedication must not be required for a development for which the required amount of parkland is shown to have already been provided. The maximum parkland dedication for the underlying subdivision was provided with the initial phase of Gran Cielo. The city’s parks planner reviewed the application for compliance with parkland requirements and determined that no additional parkland is triggered by the additional lot lines. A developed public park constructed with the initial phase of Gran Cielo exists to the south of the subject property and is accessible via existing public sidewalks. Stormwater – Document 029 contains a draft stormwater management and design report. The design report will be finalized during the infrastructure review phase by the Engineering Division. The subject property contains existing stormwater infrastructure constructed for Gran Cielo Subdivision Phase 2, including the existing Apex Pond detention facility. This detention pond is currently located in the northwest corner of the subject property and is platted as Common Open Space C (see exhibit 4 depicting the existing recorded plat). This application proposes redesigning the detention pond to updated stormwater requirements, including modifications to storage and outlet controls structures, and adding additional stormwater capacity with the 27th Avenue right-of-way to accommodate runoff from new public improvements. The applicant provided calculations to ensure that the previous allocated capacity to the larger subdivision was accounted for, as well as demand from newly proposed public infrastructure. This report was reviewed by the Engineering Division for compliance with state and local Public 82 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 17 of 24 Works Standard Specifications, the City’s design standards, and was found to preliminarily meet code requirements with code provision 10 outlining remaining review requirements with the final layout. Code provision 3 requires the property owners’ association to maintain all stormwater facilities outside of the public right-of-way and to incorporate an updated maintenance plan into the association documents prior to final plat approval. This will ensure the proper maintenance of necessary stormwater infrastructure after the subdivision is fully built out. Police/Fire – The City of Bozeman’s Police and Fire emergency response area includes this subject property. The subdivision does not impact the City’s ability to provide emergency services to the subject property. The necessary addresses will be provided to enable 911 response to individual parcels prior to recording of the final plat. Required fire hydrants exist to serve the 2 proposed lots. 5) The provision of easements to and within the subdivision for the location and installation of any necessary utilities The final plat will provide and depict all necessary utilities and required utility easements. 10- foot front yard utility easements are depicted on the preliminary plat and are proposed to be granted with the final plat in accordance with standards. 6) The provision of legal and physical access to each parcel within the subdivision and the notation of that access on the applicable plat and any instrument transferring the parcel The final plat will provide legal and physical access to each parcel within the subdivision. The new proposed lots have access from all existing streets, as well as proposed alleys and the proposed extension of South 28th Avenue into the subject property. All lots are designed with at least 25-feet of frontage on a public street and/or a public street and an improved alley as required in BMC 38.400.090. Documentation of compliance with adopted standards 38.220.060 The Development Review Committee (DRC) completed a subdivision pre-application plan review on October 1, 2025 and no variances were requested. Waivers were granted as indicated in each section below. Staff offers the following summary comments on the documents required with Article 38.220.060, BMC. 38.220.060.A.1 – Surface water No surface water is present within the subject property. The applicant provided a letter from Sundog Ecological, Inc. dated January 21, 2026 documenting existing nearby surface water and wetlands previously delineated in 2024 and 2025. This letter can be viewed under application document 020. Per this letter, “No waterway or wetlands were observed along the [South] 27th Avenue Expansion corridor from 300 feet south of Bennett Boulevard to the north side of Apex Drive.” A lateral of the Middle Creek canal flows from south to north along the eastern boundary and crosses the northeast corner of the subject property. Per the applicant’s surface water documentation “A short section of the ditch was previously re-aligned and piped under South 83 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 18 of 24 27th avenue. Improvements to South 27th avenue and the installation of a water main will occur within close proximity to the piped section of the ditch, and thus Middle Creek Ditch Company was notified per BMC 38.360.280.B.” See a further discussion of agricultural water user facilities below. 38.220.060.A.2 - Floodplains No flood hazards were evaluated during review of this application. Documentation of this standard was waived with the pre-application review. 38.220.060.A.3 - Groundwater A geotechnical investigation was conducted during the initial preliminary plat review under Application No. 17522. A new report was not required with this application. Condition of Approval 1 on the original recorded Gran Cielo Subdivision Phase 2 plat limits the construction of crawlspaces or basements due to seasonal high groundwater tables present at the subject property. Code provision 5 requires a conditions of approval page to be added to the proposed plat for final plat review. The applicant must add the following notes: No crawl spaces will be permitted with future development of the site, unless a professional engineer registered in the State of Montana certifies that the lowest point of any proposed structure is located above the seasonal high groundwater level and provide supporting groundwater data prior to the release of building permit. In addition, sump pumps are not allowed to be connected to the sanitary sewer system; and Sump pumps are also not allowed to be connected to the drainage system unless capacity is designed into the drainage system to accept the pumped water. Water from sump pumps may not be discharged onto streets, such as into the curb and gutters where they may create a safety hazard for pedestrians and vehicles. Documentation of this standard was waived with the pre-application review. 38.220.060.A.4 - Geology, Soils and Slopes This subdivision will not significantly impact the geology, soils or slopes. No significant geological features or slopes exist on the site. A new geotechnical investigation report was not required with this application. Documentation of this standard was waived with the pre- application review. 38.220.060.A.5 - Vegetation There is no significant vegetation on the subject property aside from naturally occurring grasses and ground cover. The subject property is currently used for construction staging for the larger development. Noxious weeds must be controlled and a memorandum of understanding must be signed by the weed control district and the developer final to final plat approval. Documentation of this standard was waived with the pre-application review. 38.220.060.A.6 - Wildlife Subdivision of a previously subdivided block located entirely within an urban setting will not significantly impact wildlife. Residential development already exists along the southern 84 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 19 of 24 boundary and the subject property has been actively used for construction staging for some years. Documentation of this standard was waived with the pre-application review. 38.220.060.A.7 - Agriculture This subdivision will not impact agriculture. No agricultural activities are conducted on the site. Documentation of this standard was waived with the pre-application review. 38.220.060.A.8 - Agricultural Water User Facilities A lateral of the Middle Creek canal flows from south to north along the eastern boundary and crosses the northeast corner of the subject property. Per the applicant’s surface water documentation “A short section of the ditch was previously re-aligned and piped under South 27th Avenue. Improvements to South 27th Avenue and the installation of a water main will occur within close proximity to the piped section of the ditch, and thus Middle Creek Ditch Company was notified per BMC 38.360.280.B.” Per City requirements, the applicant is required with code provision 7 to obtain and provide written consent from the ditch owner for any new encroachment within the ditch easement, including the proposed South 27th Avenue sidewalk or any related improvement. Code provision 9.a requires easements for agricultural water user facilities be provided prior to final plat approval for all ditches on the property and within South 27th Avenue that may convey water rights. 38.220.060.A.9 - Water and Sewer See discussion above under primary review criteria. Water and sewer mains serving the subject property exist in all streets surrounding the block. The applicant proposes water and sewer main extensions from Bennett Boulevard, Apex Drive, and South 27th Avenue partially within the new extension of South 28th Avenue, but mainly within 3 alleys proposed with the subdivision. Adequate water distribution systems and capacity, and sewage collection and disposal capacity exists to serve the subdivision. Detailed utility design will be further evaluated during the infrastructure review stage by the Engineering Division. 38.220.060.A.10 - Stormwater Management The subdivision will modify the existing detention pond to comply with recently adopted stormwater design standards, and to add additional stormwater capacity with the South 27th Avenue right-of-way. See the discussion above under primary review criteria. 38.220.060.A.11 - Streets, Roads and Alleys The subdivision will not significantly impact the City’s street infrastructure. Local street access is existing and proposed to be expanded. South 27th and South 29th Avenues, Bennett Boulevard and Apex Drive adjacent to Block 14 have already been constructed and accepted by the City. This application proposes to extend South 28th Avenue, currently constructed south of Bennett Boulevard into the property to provide legal and physical access interior to the block. As part of this subdivision, South 27th Avenue must be improved along the project frontage (Apex to Bennett Boulevard) to meet the City’s collector street section standards. This will ensure the corridor develops consistently and has the appropriate long-term capacity. Document 030 85 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 20 of 24 contains the 2017 Gran Cielo Subdivision traffic impact study (TIS) and an updated TIS dated November 21, 2025 prepared by a professional engineer licensed with the State of Montana. The updated TIS provided a comparison of this new subdivision layout, lot count, and projected traffic generation characteristics to the original study. Per the new TIS “This update is necessary due to substantial changes in the roadway network west of South 19th Avenue since the original TIS, including the construction of South 27th Avenue between Stucky Road and West Graf Street.” The TIS details traffic capacity data for existing conditions, as well as projected trip generation utilizing accepted ITE manuals, and found that “the updated estimates indicate a 23 percent reduction in projected trips. This decrease is primarily due to revised assumptions reflecting lower development density and updated trip generation rates from the latest ITE manual. These updated projections offer a more accurate representation of anticipated traffic volumes associated with the full buildout of Phase 3.” Additionally, “The Bozeman TMP [Transportation Master Plan] recommends to widen Stucky Road to a three-lane urban collector roadway from Gooch Hill Road to South 19th Avenue. This improvement is scheduled in the current CIP (SIF191) for construction in 2027.” The City’s transportation engineer reviewed this report, and the proposed street design for compliance with state and local Public Works Standard Specifications, the City’s design standards, and was found to meet code requirements. 38.220.060.A.12 – Non-Municipal Utilities The applicant has received confirmation of future service connections from Charter Communications for the proposed subdivision. This response is provided under document 031. Northwestern Energy equipment is existing within the front yard 10-foot utility easements along all existing rights-of-way surrounding the subject property. New front yard utility easements are proposed along South 28th Avenue, and within rear yards adjacent to alleys and will provide location flexibility for non-municipal utilities during buildout of the subdivision infrastructure. A will-serve letter was provided by Northwestern Energy under document 031.1. 38.220.060.A.13 - Land Use The application has provided future land use data consistent with the R-5 zoning district under document 032. Proposed land uses for the subdivision are single household residential including townhomes and rowhomes. Building permits for lots created by this subdivision will be subject to Bozeman Municipal Code (BMC) provisions at the time of application, and the new R-D zoning designation for the subject property. 38.220.060.A.14 - Parks and Recreation Facilities No additional parkland dedication or cash-in-lieu of parkland is required with this subdivision. The Parks Department reviewed the parkland requirements during the DRC review process. See discussion above under primary review criteria. 86 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 21 of 24 38.220.060.A.15 - Neighborhood Center Plan To provide a neighborhood focal point, all residential subdivisions that are ten net acres in size or greater, must have a neighborhood center. A neighborhood center was provided with the original Gran Cielo Subdivision. 38.220.060.A.16 - Lighting Plan Street lighting was installed or financially guaranteed with the Gran Cielo Phase 2 Subdivision final plat. The applicant proposes additional street lighting, detailed under application document 035, as well as bollard lighting within the east-west pedestrian pathway between 27th and 29th Avenues. 38.220.060.A.17 - Miscellaneous The proposed subdivision is not located within 200 feet of any public land access or within a delineated Wildland Urban Interface area. No health or safety hazards on-site or off-site will be created with this development. 38.220.060.A.19 - Affordable Housing This application does not rely on incentives authorized in 38.380. Therefore, no analysis is required. APPENDIX A – PROJECT SITE ZONING AND GROWTH POLICY Zoning Designation and Land Uses: This application was deemed complete prior to the February 1, 2026 effective date of the repeal and replace of Chapter 38 of the Bozeman Municipal Code (BMC) also known as the 2025 Unified Development Code (2025 UDC). This project is subject to the standards and review procedures of the UDC in effect prior to February 1, 2026. Prior to February 1, the subject property was zoned R-5, and is now zoned R-D. The following is an analysis of R-5 zoning, with a brief summary of R-D zoning below. The subject property is zoned R-5, Residential mixed-use high density district. The intent of the R-5 residential mixed-use high density district is to provide for high-density residential development through a variety of compatible housing types and residentially supportive commercial uses in a geographically compact, walkable area to serve the varying needs of the community's residents. These purposes are accomplished by: 1. Providing for a mixture of housing types, including single and multi-household dwellings to serve the varying needs of the community's residents. 2. Allowing offices and small scale retail and restaurants as secondary uses provided special standards are met. Use of this zone is appropriate for areas adjacent to mixed-use districts and/or served by transit to accommodate a higher density of residents in close proximity to jobs and services. 87 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 22 of 24 This application meets the intent of the R-5 district by adding additional residential homes in proximity to an established park, and nearby mixed-use and commercial zoned districts. The proposed subdivision meets minimum R-5 density requirements within an emerging area of development within the City. The overall subdivision provides a mixture of housing types including single household, townhomes, and rowhomes. Nearby zoning includes R-3, R-4, and REMU. Un-annexed commercial uses exist within a quarter mile of the proposed subdivision. Annexed and zoned mixed-use nodes exist within a quarter to a half mile to the northeast and southeast. The single household lots within this proposed subdivision will be subject to building permit review following infrastructure construction and final plat approval and recording. These building permits will be subject to R-D zoning requirements within the 2025 UDC update at the time of submittal. R-D zoning is directly correlated to the previous R-5 zoning within the text update. Areas previously zoned R-5 were zoned R-D in the 2025 UDC. R-5 and R-D are both Residential Mixed Use High Density Districts, and both correlate to the 2020 and 2025 Bozeman Community Plan designation of Urban Neighborhood (Residential). Adopted Growth Policy Designation: This subdivision at the time of submittal was subject to the Bozeman Community Plan 2020 (2020 BCP). Table 4 of the 2020 BCP shows the correlation between the future land use map designation of Urban Neighborhood and implementing zoning R-5 district. Prior to preliminary plat adequacy and completeness on January 30, 2026, the 2025 Bozeman Community Plan (2025 BCP) was adopted by the City Commission with Resolution 2025-71 on October 28, 2025. This technical update incorporated the new zoning districts from the 2025 UDC update changing the correlating zoning district within the Urban Neighborhood designation from R-5 to R-D. This application is subject to the 2025 BCP since the 2025 plan was adopted prior to adequacy of this application in January, 2026. As noted above, R-D zoning is directly associated with the previous R-5 zoning within the text update. Areas previously zoned R-5 were zoned R-D in the 2025 UDC update. R-5 and R-D are both Residential Mixed Use High Density Districts. The below overview of growth policy is for the 2025 BCP. The subject property is designated as Urban Neighborhood. R-5/R-D zoning is properly correlated to the Urban Neighborhood land use designation. This category promotes neighborhoods substantially dominated by housing, yet integrated with small-scale commercial and civic uses. The housing can include single-attached and small single-detached dwellings, apartments, and live-work units. If buildings include ground floor commercial uses, residences should be located on upper floor. Variation in building mass, height, and other design characteristics should contribute to a complete and interesting streetscape. Secondary supporting uses, such as retail, office, and civic uses, are permitted on the ground floor. All uses should complement existing and planned residential uses. Non-residential uses are expected to be pedestrian oriented and emphasize the human scale with modulation in larger structures. Stand alone, large, non-residential uses are discouraged. Non-residential spaces 88 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 23 of 24 should provide an interesting pedestrian experience with quality urban design for buildings, sites, and open spaces. This category is appropriate near commercial centers. Larger areas should be well served by multimodal transportation routes. Multi-unit, higher density, urban development is expected. Any development within this category should have a well-integrated transportation and open space network that encourages pedestrian activity and provides ready-access within and adjacent development. This proposed subdivision is well suited to implement the Urban Neighborhood designation by providing additional residential homes within an established residential neighborhood and correlated zoning district. Nearby REMU and B-2M zoning provides opportunities for future commercial development within a half mile of the proposed subdivision. An open space trail network and parks are located to the south, southeast, and east, with recently approved and yet unconstructed expansions to parks and trails to the west and southwest. This application will expand the public ROW transportation system and public realm including a local street and associated sidewalks and an east-west pedestrian pathway. APPENDIX B – DETAILED PROJECT DESCRIPTION Project Background and Description A preliminary plat application by the applicant, WWC Engineering, 895 Technology Boulevard, Suite 203, Bozeman, MT 59718, representing owner Bozeman Haus LLC, 15267 SE Rivershore, Vancouver, WA 98683. See the full background of application approvals for this property in the executive summary. APPENDIX C – NOTICING AND PUBLIC COMMENT Notice was provided at least 15 and not more than 45 days prior to the City Commission public meeting per BMC 38.220.420, The City scheduled public notice for this application to begin on March 16, 2026. The applicant posted public notice on the subject property on March 13, 2026 and sent public notice to physically adjacent landowners of record within 200-feet of the subject property via first class mail on March 13, 2026. The City has received one public comment from J. Bennett on March 17, 2026 in support of the proposed subdivision. APPENDIX D – OWNER INFORMATION AND REVIEWING STAFF Owner: Bozeman Haus LLC, 15267 SE Rivershore, Vancouver, WA 98683. Applicant: WWC Engineering, 895 Technology Boulevard, Suite 203, Bozeman, MT 59718 Representative: Same as Applicant Report By: Danielle Garber, Senior Planner FISCAL EFFECTS Fiscal impacts are undetermined at this time, but will include property tax revenues from new development, along with increased costs to deliver municipal services to the property. Impact 89 25703 Staff Report for Gran Cielo Phase 3 Subdivision Page 24 of 24 fees will be collected at the time of building permit issuance for individual buildings along with City sewer and water connection fees. ATTACHMENTS The full application and file of record can be viewed digitally at the Community Development Department at 20 E. Olive Street, Bozeman, MT 59715, the application drawings and documents and a copy of the public notice may be viewed in the City’s online document repository located at https://www.bozeman.net/departments/community-development/planning/project-information- portal, select the “Project Documents Folder” link and navigate to application 25703 located within the 2025 folder. Project documents and drawings are available at this direct link to the public document repository for application 25703. The following are direct links to documents and drawings available in the online public archive under application 25703: • Drawing 001 1 Preliminary Plat Page 1 • Drawing 001 2 Preliminary Plat Page 2 • Document 002 Response to Pre-App Comments • Document 006 Subdivision Information • Document 008 Streets, Roads, and Grades • Document 015 Waivers • Document 018 Landscape • Document 020 Surface Water • Document 027 Agricultural Water User Facilities • Document 028 Water and Sewer • Document 029 Stormwater Management • Document 030 Streets, Roads, and Alleys • Document 042 Ditch Noticing Correspondence 90 Memorandum REPORT TO:City Commission FROM:Bernie Massey, Assistant Treasurer Laurae Clark, Treasurer Melissa Hodnett, Finance Director SUBJECT:Resolution for the Intent to Create a Special Improvement Lighting District 797 for URBAN + FARM PHASE 2 MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Resolution RECOMMENDATION:Adopt Commission Resolution for the Intent to Create Special Improvement Lighting District 797 for URBAN + FARM PHASE 2 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:7-12-4301. Special improvement districts for lighting streets authorized. (1) The council of any city or town is authorized to: (a) create special improvement districts embracing any street or streets or public highway therein or portions thereof and property adjacent thereto or property which may be declared by said council to be benefited by the improvement to be made for the purpose of lighting such street or streets or public highway; (b) require that all or any portion of the cost of installing and maintaining such lighting system be paid by the owners of the property embraced within the boundaries of such districts; and (c) assess and collect such portion of such cost by special assessment against said property. (2) The governing body may create special lighting districts on any street or streets or public highway for the purpose of lighting them and assess the costs for installation and maintenance to property abutting thereto and collect the costs by special assessment against the property UNRESOLVED ISSUES:None ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:As a result of creating this lighting district, the city will pay the associated power bills and schedule system maintenance. We will recover these costs 91 by billing property owners each year on their City Assessment bill. It is estimated to cost $26.88 per acre within the district or $1,479.26 annually for the entire district. Attachments: Resolution 2026-XX Intent to Create SILD 797.docx Exhibit A.pdf Exhibit B.pdf Report compiled on: April 9, 2026 92 Resolution of Intent to Create Lighting District 797 RESOLUTION A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, , RELATING TO SPECIAL IMPROVEMENT LIGHTING DISTRICT NO. 797 (URBAN + FARM PHASE 2) DECLARING IT TO BE THE INTENTION OF THE CITY COMMISSION TO CREATE THE DISTRICT FOR THE PURPOSE OF MAINTAINING LIGHTING IMPROVEMENTS AND ASSESSING THE COSTS OF MAINTENANCE AND ENERGY THEREFOR TO BENEFITED PROPERTY BY THE LEVY OF SPECIAL ASSESSMENT. NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, to wit: Section 1 Intention to Create District; Proposed Improvements. It is the intention of this Commission to create and establish in the City under Montana Code Annotated, Title 7, Chapter 12, Part 43, as amended, a special improvement lighting district to serve URBAN + FARM PHASE 2 (the “District”) for the purpose of maintenance and energy costs. The district will pay the maintenance and energy costs for: ten (10) 36-watt Signify Urban Domus small Luminaire on a single arm with forest green finish mounted on 15-foot straight poles, nineteen (19) 36-watt Signify Urban Domus Pendant Luminaire on a single arm with forest green finish mounted on 25- foot straight poles, eighteen (18) 56-watt Signify Urban Domus Pendant Luminaire on a single arm with forest green finish mounted on 30-foot straight poles, two (2) 75-watt Signify Urban Domus Pendant Luminaire on a single arm with forest green finish mounted on 30-foot straight 93 Resolution of Intent to Create Lighting District 797 poles. The initial average monthly charge per fixture per month (the “Monthly Charge”) is estimated as follows: $2.02 per 36-watt LED fixture, $3.14 per 56-watt LED fixture and $4.04 per 72-watt LED fixture. This calculates annually to $24.25 per 36-watt fixture, $37.72 per 56-watt fixture and $48.50 per 72-watt fixture for an estimated total annual cost of $1,479.26. Section 2 Number of District. The District, if the same shall be created and established, shall be known and designated as Special Improvement Lighting District No. 797 (URBAN + FARM PHASE 2) of the City of Bozeman, Montana. Section 3 Boundaries of District. The limits and boundaries of the District are depicted on a map attached as Exhibit A hereto (which is hereby incorporated herein and made a part hereof), which boundaries are designated and confirmed as the boundaries of the District. A listing of each of the properties in the District is shown on Exhibit B hereto (which is hereby incorporated herein and made a part hereof). Section 4 Benefited Property. The District and territory included within the limits and boundaries described in Section 3 and as shown on Exhibit A are hereby declared to be the special lighting district and the territory which will benefit and be benefited by the District and will be assessed for the costs of the District as described in Section 1. The District, in the opinion of this Commission, are of more than local and ordinary benefit. The property included within said limits and boundaries is hereby declared to be the property benefited by the District. 94 Resolution of Intent to Create Lighting District 797 Section 5 Assessment Methods. All properties within the District are to be assessed for a portion of the maintenance and energy costs, as specified herein. The maintenance and energy costs shall be assessed against the property in the District benefiting, based on the actual area method of assessment described in Sections 7-12-4323, MCA, as particularly applied and set forth in this Section 5. The annual maintenance and energy costs are estimated at $1,479.26, and shall be assessed against each lot, tract or parcel of land in the District for that part of the costs that the area of such lot, tract or parcel bears to the total area of all lots, tracts or parcels of land in the District, exclusive of streets, avenues and alleys. The total area of the District to be assessed is 55.04 acres, or 2,397,479.00 square feet, exclusive of parks and open space. The initial costs per acre shall be $26.88 or $0.000617 per square foot annually. Section 6 Payment of Assessments. Special assessments for the annual maintenance and energy costs are estimated at $95.16, plus any increases, as may be permitted by the Public Service Commission, and any additional authorized charges shall be levied each year against all properties in the District and shall be payable in equal semiannual installments. The first year of special assessment billing will include an additional amount not to exceed $500 for publication and mailing associated with creation of the District which shall be assessed in the same manner as the improvements resulting in a cost not to exceed $35.96 per acre, or $0.000826 per square 95 Resolution of Intent to Create Lighting District 797 foot. Section 7 Extraordinary Repair or Replacement. The maintenance and energy costs and assessments set forth in Section 1 and 5 are based on normal conditions and do not cover charges for repair and/or replacement. The City may make an additional charge to the District for costs of labor and actual material costs for repairs and/or replacement of the fixtures for damage caused by third parties and not paid by such third parties. The City will assess such costs and charges against the properties in the District in the same manner as the other assessment is made. Section 8 Discontinuation of District. If at any time after the initial term of the District a petition is presented to the City Commission, signed by the owners or agents of more than three-fourths of the total amount of property within the District, asking that the maintenance and operation of the special lighting system and the furnishing of electrical current in the district be discontinued, or if a majority of the City Commission votes to discontinue the District, the City Commission shall, by resolution, provide for discontinuing the maintenance and operation of the lighting system. If the Commission has, prior to the presentation of a petition or by a majority vote of the Commission to discontinue the District, entered into any contract for the maintenance and operation of the lighting system, the maintenance and operation may not be discontinued until after the expiration of the contract. Section 9 Public Hearing; Protests. Written protests against the creation or modification of the District and 96 Resolution of Intent to Create Lighting District 797 the costs may be filed by an agent, person, firm, or corporation owning real property within the proposed District, whose property is liable to be assessed for the costs. Protests must be delivered to the City Clerk at City Hall, 121 N Rouse Ave, Bozeman, MT not later than 5:00 p.m. on Monday, May 11, 2026. If protests are received by the deadline, the City Commission will hear and pass upon all written protests against the creation or extension of the district, on Tuesday, May 19, 2026, at 6:00 pm in the City Commission Room, Bozeman City Hall, 121 N Rouse Ave, Bozeman, Montana. If no protests are received, the City Commission may, on the same date, time, and location, pass a Resolution authorizing the creation or modification of the district. Section 10 Notice of Passage of Resolution of Intention. The City Clerk is hereby authorized and directed to publish or cause to be published a copy of a notice of the passage of this resolution in the Bozeman Daily Chronicle, a newspaper of general circulation in the county on April 25, 2026 and May 02, 2026, in the form and manner prescribed by law, and to mail or cause to be mailed a copy of said notice to every person, firm, corporation, or the agent of such person, firm, or corporation having real property within the District listed in his or her name upon the last completed assessment roll for state, county, and school district taxes, at his last-known address, on or before the same day such notice is first published. PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 21st day of April 2026. ___________________________________ JOEY MORRISON Mayor 97 Resolution of Intent to Create Lighting District 797 ATTEST: ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: ___________________________________ GREG SULLIVAN City Attorney 98 Resolution of Intent to Create Lighting District 797 CERTIFICATE AS TO RESOLUTION AND ADOPTING VOTE I, the undersigned, being the duly qualified and acting recording officer of the City of Bozeman, Montana (the “City”), hereby certify that the attached resolution is a true copy of Resolution No. 2026-XX, entitled: A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, RELATING TO SPECIAL IMPROVEMENT LIGHTING DISTRICT NO. 797 (URBAN + FARM PHASE 2) DECLARING IT TO BE THE INTENTION OF THE CITY COMMISSION TO CREATE THE DISTRICT FOR THE PURPOSE OF MAINTAINING LIGHTING IMPROVEMENTS AND ASSESSING THE COSTS FOR MAINTENANCE AND ENERGY THEREFOR TO BENEFITED PROPERTY BY THE LEVY OF SPECIAL ASSESSMENT, (the “Resolution”), on file in the original records of the City in my legal custody; that the Resolution was duly adopted by the City Commission of the City of Bozeman at a meeting on April 21, 2026, and that the meeting was duly held by the City Commission and was attended throughout by a quorum, pursuant to call and notice of such meeting given as required by law; and that the Resolution has not as of the date hereof been amended or repealed. I further certify that, upon vote being taken on the Resolution at said meeting, the following Commissioners voted in favor thereof: _____ ____________________ ; voted against the same: ___________ ___ ; abstained from voting thereon: ________________ ; or were absent: _______________ . WITNESS my hand officially this 21st day of April 2026. ___________________________________ MIKE MAAS City Clerk 99 Resolution of Intent to Create Lighting District 797 NOTICE OF PASSAGE OF RESOLUTION OF INTENTION TO CREATE SPECIAL IMPROVEMENT LIGHTING DISTRICT NO. 797 (URBAN + FARM PHASE 2) CITY OF BOZEMAN, MONTANA NOTICE IS HEREBY GIVEN that on April 21, 2026, the City Commission (the “Commission”) of the City of Bozeman, Montana (the “City”), adopted a Resolution of Intention No. 2026-XX to create Special Improvement Lighting District No. 797 (the “District”) for the purpose of maintaining lighting and assessing the cost for maintenance and energy to URBAN + FARM PHASE 2, and paying maintenance and energy costs relating thereto. A complete copy of the Resolution of Intention (the “Resolution”) No. 2026-XX is on file with the City Clerk which more specifically describes the nature of the costs, the boundaries and the area included in the District, the location of the Improvements and other matters pertaining thereto and further particulars. A list of properties in the District and the amount of the initial assessment accompanies this notice. The Resolution and accompanying exhibits may be also viewed on the City’s website at www.bozeman.net. The district will pay the maintenance and energy costs for: ten (10) 36-watt Signify Urban Domus small Luminaire on a single arm with forest green finish mounted on 15-foot straight poles, nineteen (19) 36-watt Signify Urban Domus Pendant Luminaire on a single arm with forest green finish mounted on 25-foot straight poles, eighteen (18) 56-watt Signify Urban Domus Pendant Luminaire on a single arm with forest green finish mounted on 30-foot straight poles, two (2) 75-watt Signify Urban Domus Pendant Luminaire on a single arm with forest green finish mounted on 30-foot straight poles. The initial average monthly charge per fixture per month (the “Monthly Charge”) is estimated as follows: $2.02 per 36-watt LED fixture, $3.14 per 56-watt LED 100 Resolution of Intent to Create Lighting District 797 fixture and $4.04 per 72-watt LED fixture. This calculates annually to $24.25 per 36-watt fixture, $37.72 per 56-watt fixture and $48.50 per 72-watt fixture for an estimated total annual cost of $1,479.26. The total area of the District to be assessed is 55.04 acres, 2,397,479.00 square feet, exclusive of parks and open space. The initial costs of the Improvements per acre shall be $26.88 The first year of special assessment billing will include an additional amount not to exceed $500 for publication and mailing associated with creation of the District which shall be assessed in the same manner as the Improvements resulting in a cost not to exceed $35.96 per acre, or $0.000826 per square foot. Written protests against the creation or extension of the District and the costs may be filed by an agent, person, firm or corporation owning real property within the proposed District whose property is liable to be assessed for the costs. Such protests must be delivered to the City Clerk at City Hall, 121 N Rouse Ave, Bozeman, Montana not later than 5:00 p.m., M.T., on May 11, 2026. If protests are received by the deadline, the City Commission will hear and pass upon all written protests against the creation or extension of the District, or the Improvements, on Tuesday, May 19, 2026, at 6:00 p.m., in the Commission Room at City Hall 121 N Rouse Ave, Bozeman, Montana. If no protests are received, the City Commission may, on the same date, time, and location, pass a Resolution authorizing the creation or modification of the district. Further information regarding the proposed District or other matters in respect thereof may be obtained from the City Clerk at City Hall, 121 N Rouse Ave, Bozeman, Montana or by telephone at (406) 582-2320. DATED this 21st day of April 2026. MIKE MAAS 101 Resolution of Intent to Create Lighting District 797 City Clerk City of Bozeman Legal Ad Publication Dates: Saturday, April 25, 2026 Saturday, May 02, 2026 102 Resolution of Intent to Create Lighting District 797 RESOLUTION 2026-XX Resolution of Intent to create Special Improvement Lighting District No. 797 for the purpose of maintaining lighting and assessing the cost for maintenance and energy to URBAN + FARM PHASE 2 and paying maintenance and energy costs relating thereto. AFFIDAVIT OF MAILING MIKE MAAS, City Clerk, being first duly sworn, says: That I cause to be mailed first class the Notice in regard to the owners in Special Improvement Lighting District No. 797, as listed in Exhibit "B", on Friday, April 24, 2026, directed to the owners at the addresses shown on Exhibit "B". ______________________________ MIKE MAAS City Clerk 103 M LOT 1BLOCK 13LOT 1BLOCK 8LOT 1BLOCK 7LOT 1BLOCK 4LOT 1BLOCK 3LOT 1BLOCK 2LOT 1BLOCK 1LOT 2BLOCK 6LOT 1BLOCK 6LOT 1BLOCK 10LOT 2BLOCK 9LOT 1BLOCK 9LOT 1BLOCK 11LOT 3BLOCK12LOT 4BLOCK 12LOT 1BLOCK 12LOT 2BLOCK 11LOT 5BLOCK 12LOT 5BLOCK 12LOT 3BLOCK12LOT 5BLOCK 12LOT 5BLOCK 12LOT 2BLOCK 1LOT 1BLOCK 5LOT 2BLOCK 5SDMH(3) TC(6) AH (3) TC (7) BO(3) BE(3) BE(3) AH (5) MR (1) TCS2S2S2S2S1S1S3S3S3S3S1S1S1S1S3B1P1S3S3S3S31E102S2S2S1S1S1S1S2S2S2S3S3S3S3S2S3S2S2S2S2S2S2S2E101AE101BE101CE101FE101EE101DS2S2COMPETITION DRIVECOMPETITION DRIVECOMPETITION DRIVEVALLEY COMMONSVALLEY COMMONSVALLEY COMMONSSOUTH ELDORADOSOUTH ELDORADOSOUTH RELIANCE SOUTH RELIANCE SOUTH LAUREL PARKWAYSOUTH LAUREL PARKWAY POND LILY POND LILY WATER LILY WATER LILY BETTY LANE S3S3S3S32E101E2E101FS4S406.29.17 11:09 PM | L:\OUTLAW_UFMP\BIMCAD\Elec\Phase 2\OUTLAW_UFMP2_E101.dwgE101SITE LIGHTING PLANOVERALLFAULKNER1 - INFRA-RESUBMITTAL - 06-07-20242 - INFRA-RESUBMITTAL - 07-26-20243 - UTILITY COORD - 08-16-20244 - INFRA-RESUBMITTAL - 09-13-20245 - INFRA-RESUBMITTAL - 09-23-20246 - INFRA SUBMITTAL - 02-06-20257 - INFRA-RESUBMITTAL - 03-10-20258 - LTG SUBMITAL COORD - 04-01-20259 - INFRA-RESUBMITTAL - 05-16-202510 - MONUMENT SIGNAGE - 07-08-2025MORANVILLEDRAWN BY |REVISIONS©| ALL RIGHTS RESERVEDCHECKED BY |®PROJECT #|URBAN + FARM MP - OVERALL OUTLAW PARTNERS, BIG SKY, MONTANA BOZEMAN, MONTANACONSTRUCTION SET8.21.20242024OUTLAW_UFMP1E101SITE LIGHTING PLAN OVERALLSCALE: 1" = 120'-0"LEGENDSQUARE POLE MOUNTED FIXTURE, EXTERIORSITE FIXTURE AS NOTED.JTLIGHTING CONTROL CENTER CABINETPULLBOXHAIDLEJEFFREY LYNNNo. 11561 PE MONTANALICENSEDPROFESSIONAL ENGINEER 121233333333455555556666666666667899999101011 - PARK POWER UPDATE - 11-11-2025111111104 Blk Lot Sq Ft Owner Owner Address City State Zip 1 1 114372 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 1 2 54992 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 2 1 219698 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 3 1 296572 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 4 1 199824 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 5 1 82321 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 5 2 68594 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 6 1 99943 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 7 1 248183 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 8 1 296759 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 9 1 33736 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 9 2 32231 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 10 1 69951 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 11 1 81278 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 11 2 43837 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 12 1 39362 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 12 2 97941 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 12 3 41668 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 12 4 207186 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 13 1 69031 Laurel Parkway LLC 11 Lone Peak Dr Ste 201 Big Sky MT 59716 2,397,479.00 Total Lot Square Footage 55.04 Total Lot Acreage Urban + Farm Phase 2 Laurel Parkway LLC Norton East Rach Subdivision Phase 4 Lot R4 105 Memorandum REPORT TO:City Commission FROM:Bernie Massey, Assistant Treasurer Laurae Clark, Treasurer Melissa Hodnett, Finance Director SUBJECT:Resolution for the Intent to Create a Special Improvement Lighting District 798 for SOUTH RANGE CROSSING SUBDIVISION (SRX) - PHASE 4 MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Resolution RECOMMENDATION:Adopt Commission Resolution for the Intent to Create Special Improvement Lighting District 798 for SOUTH RANGE CROSSING SUBDIVISION (SRX) - PHASE 4 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:7-12-4301. Special improvement districts for lighting streets authorized. (1) The council of any city or town is authorized to: (a) create special improvement districts embracing any street or streets or public highway therein or portions thereof and property adjacent thereto or property which may be declared by said council to be benefited by the improvement to be made for the purpose of lighting such street or streets or public highway; (b) require that all or any portion of the cost of installing and maintaining such lighting system be paid by the owners of the property embraced within the boundaries of such districts; and (c) assess and collect such portion of such cost by special assessment against said property. (2) The governing body may create special lighting districts on any street or streets or public highway for the purpose of lighting them and assess the costs for installation and maintenance to property abutting thereto and collect the costs by special assessment against the property UNRESOLVED ISSUES:None ALTERNATIVES:As suggested by the City Commission FISCAL EFFECTS:As a result of creating this lighting district, the city will pay the associated 106 power bills and schedule system maintenance. We will recover these costs by billing property owners each year on their City Assessment bill. It is estimated to cost $184.69 per acre within the district or $548.64 annually for the entire district. Attachments: Resolution 2026-XX Intent to Create SILD 798.docx EXHIBIT A.pdf EXHIBIT B.pdf Report compiled on: April 9, 2026 107 Resolution of Intent to Create Lighting District 798 RESOLUTION A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, , RELATING TO SPECIAL IMPROVEMENT LIGHTING DISTRICT NO. 798 (SOUTH RANGE CROSSING SUBDIVISION (SRX) - PHASE 4) DECLARING IT TO BE THE INTENTION OF THE CITY COMMISSION TO CREATE THE DISTRICT FOR THE PURPOSE OF MAINTAINING LIGHTING IMPROVEMENTS AND ASSESSING THE COSTS OF MAINTENANCE AND ENERGY THEREFOR TO BENEFITED PROPERTY BY THE LEVY OF SPECIAL ASSESSMENT. NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, to wit: Section 1 Intention to Create District; Proposed Improvements. It is the intention of this Commission to create and establish in the City under Montana Code Annotated, Title 7, Chapter 12, Part 43, as amended, a special improvement lighting district to serve SOUTH RANGE CROSSING SUBDIVISION (SRX) - PHASE 4 (the “District”) for the purpose of maintenance and energy costs. The district will pay the maintenance and energy costs for: eight (8) 80-watt Roadfocus Cobrahead Medium Luminaires on a single 10 foot mast arm on 35-foot straight poles in hunter green finish, two (2) 37-watt Roadfocus Cobrahead small Luminaire on a single 6 foot arm mounted on 30-foot straight poles in hunter green finish per, three (3) 37-watt Roadfocus Cobrahead small Luminaires on a single 6 foot arm mounted on 30-foot straight poles in hunter green finish. The initial average monthly charge per fixture per month (the “Monthly Charge”) is 108 Resolution of Intent to Create Lighting District 798 estimated as follows: $4.43 per 80-watt LED fixture and $2.05 per 37-watt fixture. This calculates annually to $53.20 per 80-watt light and $24.61 per 37-watt fixture for an estimated total annual cost of $548.64. Section 2 Number of District. The District, if the same shall be created and established, shall be known and designated as Special Improvement Lighting District No. 798 (SOUTH RANGE CROSSING SUBDIVISION (SRX) - PHASE 4) of the City of Bozeman, Montana. Section 3 Boundaries of District. The limits and boundaries of the District are depicted on a map attached as Exhibit A hereto (which is hereby incorporated herein and made a part hereof), which boundaries are designated and confirmed as the boundaries of the District. A listing of each of the properties in the District is shown on Exhibit B hereto (which is hereby incorporated herein and made a part hereof). Section 4 Benefited Property. The District and territory included within the limits and boundaries described in Section 3 and as shown on Exhibit A are hereby declared to be the special lighting district and the territory which will benefit and be benefited by the District and will be assessed for the costs of the District as described in Section 1. The District, in the opinion of this Commission, are of more than local and ordinary benefit. The property included within said limits and boundaries is hereby declared to be the property benefited by the District. 109 Resolution of Intent to Create Lighting District 798 Section 5 Assessment Methods. All properties within the District are to be assessed for a portion of the maintenance and energy costs, as specified herein. The maintenance and energy costs shall be assessed against the property in the District benefiting, based on the actual area method of assessment described in Sections 7-12-4323, MCA, as particularly applied and set forth in this Section 5. The annual maintenance and energy costs are estimated at $548.64, and shall be assessed against each lot, tract or parcel of land in the District for that part of the costs that the area of such lot, tract or parcel bears to the total area of all lots, tracts or parcels of land in the District, exclusive of streets, avenues and alleys. The total area of the District to be assessed is 2.97 acres, or 129,396.00 square feet, exclusive of parks and open space. The initial costs per acre shall be $184.69 or $0.004240 per square foot annually. Section 6 Payment of Assessments. Special assessments for the annual maintenance and energy costs are estimated at $95.16, plus any increases, as may be permitted by the Public Service Commission, and any additional authorized charges shall be levied each year against all properties in the District and shall be payable in equal semiannual installments. The first year of special assessment billing will include an additional amount not to exceed $500 for publication and mailing associated with creation of the District which shall be assessed in the same manner as the improvements resulting in a cost not to exceed $353.02 per acre, or $0.008104 per square foot. Section 7 Extraordinary Repair or Replacement. The maintenance and energy costs and assessments set forth in Section 1 and 5 are based on normal conditions and do not cover charges for repair 110 Resolution of Intent to Create Lighting District 798 and/or replacement. The City may make an additional charge to the District for costs of labor and actual material costs for repairs and/or replacement of the fixtures for damage caused by third parties and not paid by such third parties. The City will assess such costs and charges against the properties in the District in the same manner as the other assessment is made. Section 8 Discontinuation of District. If at any time after the initial term of the District a petition is presented to the City Commission, signed by the owners or agents of more than three-fourths of the total amount of property within the District, asking that the maintenance and operation of the special lighting system and the furnishing of electrical current in the district be discontinued, or if a majority of the City Commission votes to discontinue the District, the City Commission shall, by resolution, provide for discontinuing the maintenance and operation of the lighting system. If the Commission has, prior to the presentation of a petition or by a majority vote of the Commission to discontinue the District, entered into any contract for the maintenance and operation of the lighting system, the maintenance and operation may not be discontinued until after the expiration of the contract. Section 9 Public Hearing; Protests. Written protests against the creation or modification of the District and the costs may be filed by an agent, person, firm, or corporation owning real property within the proposed District, whose property is liable to be assessed for the costs. Protests must be delivered to the City Clerk at City Hall, 121 N Rouse Ave, Bozeman, MT not later than 5:00 p.m. on Monday, May 11, 2026. If protests are received by the deadline, the City Commission will hear and pass upon all written protests against the creation or extension of the district, on Tuesday, May 19, 2026, at 111 Resolution of Intent to Create Lighting District 798 6:00 pm in the City Commission Room, Bozeman City Hall, 121 N Rouse Ave, Bozeman, Montana. If no protests are received, the City Commission may, on the same date, time, and location, pass a Resolution authorizing the creation or modification of the district. Section 10 Notice of Passage of Resolution of Intention. The City Clerk is hereby authorized and directed to publish or cause to be published a copy of a notice of the passage of this resolution in the Bozeman Daily Chronicle, a newspaper of general circulation in the county on April 25, 2026 and May 02, 2026, in the form and manner prescribed by law, and to mail or cause to be mailed a copy of said notice to every person, firm, corporation, or the agent of such person, firm, or corporation having real property within the District listed in his or her name upon the last completed assessment roll for state, county, and school district taxes, at his last-known address, on or before the same day such notice is first published. PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 21st day of April, 2026. ___________________________________ JOEY MORRISON Mayor ATTEST: ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: 112 Resolution of Intent to Create Lighting District 798 ___________________________________ GREG SULLIVAN City Attorney 113 Resolution of Intent to Create Lighting District 798 CERTIFICATE AS TO RESOLUTION AND ADOPTING VOTE I, the undersigned, being the duly qualified and acting recording officer of the City of Bozeman, Montana (the “City”), hereby certify that the attached resolution is a true copy of Resolution No. 2026-XX, entitled: A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, RELATING TO SPECIAL IMPROVEMENT LIGHTING DISTRICT NO. 798 (SOUTH RANGE CROSSING SUBDIVISION (SRX) - PHASE 4) DECLARING IT TO BE THE INTENTION OF THE CITY COMMISSION TO CREATE THE DISTRICT FOR THE PURPOSE OF MAINTAINING LIGHTING IMPROVEMENTS AND ASSESSING THE COSTS FOR MAINTENANCE AND ENERGY THEREFOR TO BENEFITED PROPERTY BY THE LEVY OF SPECIAL ASSESSMENT, (the “Resolution”), on file in the original records of the City in my legal custody; that the Resolution was duly adopted by the City Commission of the City of Bozeman at a meeting on April 21, 2026, and that the meeting was duly held by the City Commission and was attended throughout by a quorum, pursuant to call and notice of such meeting given as required by law; and that the Resolution has not as of the date hereof been amended or repealed. I further certify that, upon vote being taken on the Resolution at said meeting, the following Commissioners voted in favor thereof: _____ ____________________ ; voted against the same: ___________ ___ ; abstained from voting thereon: ________________ ; or were absent: _______________ . WITNESS my hand officially this 21st day of April 2026. ___________________________________ MIKE MAAS City Clerk 114 Resolution of Intent to Create Lighting District 798 NOTICE OF PASSAGE OF RESOLUTION OF INTENTION TO CREATE SPECIAL IMPROVEMENT LIGHTING DISTRICT NO. 798 (SOUTH RANGE CROSSING SUBDIVISION (SRX) - PHASE 4) CITY OF BOZEMAN, MONTANA NOTICE IS HEREBY GIVEN that on April 21, 2026, the City Commission (the “Commission”) of the City of Bozeman, Montana (the “City”), adopted a Resolution of Intention No. 2026-XX to create Special Improvement Lighting District No. 798 (the “District”) for the purpose of maintaining lighting and assessing the cost for maintenance and energy to SOUTH RANGE CROSSING SUBDIVISION (SRX) - PHASE 4, and paying maintenance and energy costs relating thereto. A complete copy of the Resolution of Intention (the “Resolution”) No. 2026-XX is on file with the City Clerk which more specifically describes the nature of the costs, the boundaries and the area included in the District, the location of the Improvements and other matters pertaining thereto and further particulars. A list of properties in the District and the amount of the initial assessment accompanies this notice. The Resolution and accompanying exhibits may be also viewed on the City’s website at www.bozeman.net. The district will pay the maintenance and energy costs for: eight (8) 80-watt Roadfocus Cobrahead Medium Luminaires on a single 10 foot mast arm on 35-foot straight poles in hunter green finish, two (2) 37-watt Roadfocus Cobrahead small Luminaire on a single 6 foot arm mounted on 30-foot straight poles in hunter green finish per, three (3) 37-watt Roadfocus Cobrahead small Luminaires on a single 6 foot arm mounted on 30-foot straight poles in hunter green finish. The initial average monthly charge per fixture per month (the “Monthly Charge”) is estimated as follows: $4.43 per 80-watt LED fixture and $2.05 per 37-watt fixture. This calculates 115 Resolution of Intent to Create Lighting District 798 annually to $53.20 per 80-watt light and $24.61 per 37-watt fixture for an estimated total annual cost of $548.64. The total area of the District to be assessed is 2.97 acres, 129,396.00 square feet, exclusive of parks and open space. The initial costs of the Improvements per acre shall be $184.69 The first year of special assessment billing will include an additional amount not to exceed $500 for publication and mailing associated with creation of the District which shall be assessed in the same manner as the Improvements resulting in a cost not to exceed $353.02 per acre, or $0.008104 per square foot. Written protests against the creation or extension of the District and the costs may be filed by an agent, person, firm or corporation owning real property within the proposed District whose property is liable to be assessed for the costs. Such protests must be delivered to the City Clerk at City Hall, 121 N Rouse Ave, Bozeman, Montana not later than 5:00 p.m., M.T., on May 11, 2026. If protests are received by the deadline, the City Commission will hear and pass upon all written protests against the creation or extension of the District, or the Improvements, on Tuesday, May 19, 2026, at 6:00 p.m., in the Commission Room at City Hall 121 N Rouse Ave, Bozeman, Montana. If no protests are received, the City Commission may, on the same date, time, and location, pass a Resolution authorizing the creation or modification of the district. Further information regarding the proposed District or other matters in respect thereof may be obtained from the City Clerk at City Hall, 121 N Rouse Ave, Bozeman, Montana or by telephone at (406) 582-2320. DATED this 21st day of April 2026. MIKE MAAS City Clerk 116 Resolution of Intent to Create Lighting District 798 City of Bozeman Legal Ad Publication Dates: Saturday, April 25, 2026 Saturday, May 02, 2026 117 Resolution of Intent to Create Lighting District 798 RESOLUTION 2026-XX Resolution of Intent to create Special Improvement Lighting District No. 798 for the purpose of maintaining lighting and assessing the cost for maintenance and energy to SOUTH RANGE CROSSING SUBDIVISION (SRX) - PHASE 4 and paying maintenance and energy costs relating thereto. AFFIDAVIT OF MAILING MIKE MAAS, City Clerk, being first duly sworn, says: That I cause to be mailed first class the Notice in regard to the owners in Special Improvement Lighting District No. 798, as listed in Exhibit "B", on Friday, April 24, 2026, directed to the owners at the addresses shown on Exhibit "B". ______________________________ MIKE MAAS City Clerk 118 BPBPT W PHASE 5 PHASE 1 PHASE 2 PHASE 2 PHASE 4 PHASE 3 PHASE 1 PHASE 4 HH MHH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HH HHHH HH HH HH HH HH M M HH 2026COPYRIGHT © MORRISON-MAIERLE, SHEET NUMBER PROJECT NUMBER DRAWING NUMBER DATEDESCRIPTIONNO.BY N:\5659\016 PROVIDENCE - SRX CONST DWG\ACAD\SHEETS\1_INFRASTRUCTURE\6-ELECTRICAL\5659.016_ELECTRICAL&LIGHTING.DWGREVISIONS DRAWN BY: DSGN. BY: APPR. BY: DATE: Q.C. REVIEW DATE: BY: 2880 Technology Blvd West Bozeman, MT 59718 406.587.0721 www.m-m.net engineers surveyors planners scientists MorrisonMaierle VERIFY SCALE AND COLOR! THIS SHEET MAY BE REDUCED AND IS INTENDED TO BE IN COLOR. THE BAR BELOW WILL MEASURE ONE INCH AT ORIGINAL DESIGN SCALE AND RED, GREEN, AND BLUE WILL BE VISIBLE IF REPRODUCED CORRECTLY. MODIFY SCALE ACCORDINGLY! PLOTTED BY:KARL SAND ON Feb/23/2026 SOUTH RANGE CROSSING SUBDIVISION CIVIL INFRASTRUCTURE DESIGN BOZEMAN MONTANA ELECTRICAL SHEET INDEX 5659.016 83 E-1 RSP JLG RPM 2/23/2026 ---- ---- 100 200501000 SCALE IN FEET CONSTRUCTION DRAWINGS FEBRUARY 2025 E-2 - STREET LIGHTING PHOTOMETRICS - NORTHWEST E-9 - STREET LIGHTING PLAN - NORTHWEST SOUTH 19TH AVEGRAF ST. BROOKDALE DR ALDER CREEK DRRICHLAND DRCANTER AVEPROVIDENCE DRSOUTH 15TH AVESOUTHBRIDGE DR RYAN P. MARONEY No. 60006 PE M O NTANA LICENSE DPROF ESSIONAL E N G INEERE-4 - STREET LIGHTING PHOTOMETRICS - CENTRAL WEST E-11 - STREET LIGHTING PLAN - CENTRAL WEST E-6 - STREET LIGHTING PHOTOMETRICS - SOUTHWEST E-13 - STREET LIGHTING PLAN - SOUTHWEST E-3 - STREET LIGHTING PHOTOMETRICS - NORTHEAST E-10 - STREET LIGHTING PLAN - NORTHEAST E-5 - STREET LIGHTING PHOTOMETRICS - CENTRAL EAST E-12 - STREET LIGHTING PLAN - CENTRAL EAST E-7 - STREET LIGHTING PHOTOMETRICS - SOUTHEAST E-14 - STREET LIGHTING PLAN - SOUTHEAST 2/23/2026 2/25/2026 2023-041-IR South Range Crossing Subdivision 119 Blk Lot Address Sq Ft Owner Owner Address City State Zip 3 1 3551 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 2 1881 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 3 2355 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 4 2344 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 5 1858 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 6 2943 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 7 2730 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 8 1716 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 9 2106 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 10 2106 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 11 1716 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 12 2729 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 13 2739 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 14 1716 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 15 2340 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 16 2340 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 17 1716 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 18 2899 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 19 2731 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 20 1715 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 21 2104 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 22 2103 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 23 1713 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 24 2723 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 7 1 2695 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 2 1694 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 3 2402 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 4 2403 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 5 1694 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 6 2698 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 7 3361 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 8 1716 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 9 1716 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 10 3252 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 11 2744 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 12 1729 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 13 1730 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 14 1731 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 15 2519 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 16 2509 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 17 1720 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 18 1716 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 19 1712 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 20 2495 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 21 2744 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 22 1628 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 23 1628 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 24 1628 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 25 2376 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 26 2616 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 South Range Crossing Subdivision (SRX) - Phase 4 Lot 1 Block 2 of YelLowstone Theological Institute Minor Sub No 494 120 27 1601 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 28 1599 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 29 1596 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 30 2335 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 31 2662 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 32 1746 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 33 1746 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 34 1746 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 35 2635 SRX LLC 1450 Twin Lakes Ave Ste 201 Bozeman MT 59718 129,396.00 Total Lot Square Footage 2.97 Total Lot Acreage 121 Memorandum REPORT TO:City Commission FROM:Mitch Overton, Director of Parks, Recreation, Cemetery, and Forestry Alex Nordquest, Forestry Division Manager SUBJECT:Mayoral Proclamation Celebrating Arbor Day MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Administration RECOMMENDATION:Proclaim Friday, April 24th, 2026 as Arbor Day in Bozeman, Montana. Urge all citizens to celebrate Arbor Day and to support efforts to protect our trees and woodlands; and further, urge all citizens to plant trees to gladden the heart and promote the well-being of this and future generations. STRATEGIC PLAN:6.5 Parks, Trails & Open Space: Support the maintenance and expansion of an interconnected system of parks, trails and open spaces. BACKGROUND:A proclamation to celebrate Arbor Day is one requirement for Tree City USA designation through the Arbor Day Foundation. The Tree City designation also states minimum requirements for items such as: a city department and/or citizen-led tree board to delegate tree care within a community; municipal ordinance language providing guidelines around planting, maintaining and removing trees in public spaces; providing dedicated budgeting for planting and maintaining green spaces at a minimum of $2 per capita in a community. The City's Forestry Division exceeds these minimum standards, with dedicated funding from the Tree Maintenance District allowing us to maintain Tree City Status for 32 years in Bozeman. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by City Commission. FISCAL EFFECTS:None. Attachments: Proclamation Regarding Arbor Day 2026.docx Report compiled on: March 13, 2026 122 Proclamation Regarding Arbor Day 2026 WHEREAS, in 1872, the Nebraska Board of Agriculture established a special day to be set aside for the planting of trees, and WHEREAS, this holiday, called Arbor Day, was first observed with the planting of more than a million trees in Nebraska, and WHEREAS, Arbor Day is now observed throughout the nation and the world, and WHEREAS, trees can be a solution to combating climate change by reducing the erosion of our precious topsoil by wind and water, cutting heating and cooling costs, moderating the temperature, cleaning the air, producing life-giving oxygen, and providing habitat for wildlife, and WHEREAS, trees are a renewable resource giving us paper, wood for our homes, fuel for our fires, and countless other wood products, and WHEREAS, trees in our city increase property values, enhance the economic vitality of business areas, and beautify our community, and WHEREAS, trees – wherever they are planted – are a source of joy and spiritual renewal. NOW, THEREFORE, I Joey Morrison, as Mayor of the City of Bozeman, do hereby proclaim Friday, April 24th as ARBOR DAY in the City of Bozeman, and I urge all citizens to celebrate Arbor Day and to support efforts to protect our trees and woodlands, and FURTHER, I urge all citizens to plant trees to gladden the heart and promote the well-being of this and future generations. Signed and Proclaimed this 21st day of April, 2026. _________________________________ Joey Morrison Mayor Bozeman, Montana 123 Memorandum REPORT TO:City Commission FROM:Brit Fontenot, Economic Development Director SUBJECT:Fiber as Economic Infrastructure: An Economic Impact Analysis of Yellowstone Fiber MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Plan/Report/Study RECOMMENDATION:None. STRATEGIC PLAN:1.1 Outreach: Continue to strengthen and innovate in how we deliver information to the community and our partners. BACKGROUND:The Yellowstone Fiber (formerly Bozeman Fiber) economic impact analysis, conducted by the Northern Rocky Mountain Economic Development District (NRMEDD) in partnership with the City of Bozeman in 2025, was designed to evaluate both the direct and broader economic contributions of a community-based, open-access optical fiber network in Bozeman and Gallatin County. The study examines Yellowstone Fiber’s financial footprint across multiple time horizons, 2015, 2022–2024, and projected impacts for 2025–2027. It also captures the network’s evolution from initial construction to long-term operations. Importantly, the analysis framed broadband not simply as a utility service but as critical economic infrastructure underpinning modern regional development. The report positions Yellowstone Fiber as a “fourth utility,” comparable to roads, water, and electricity, due to its essential role in enabling high-capacity connectivity for research institutions, businesses, and households. Using economic modeling techniques, NRMEDD quantified how the network supports job creation, income generation, and local business activity, with findings indicating approximately $135 million in total economic activity and significant employment impacts across construction, engineering, and technical services. A key insight was that more than 80% of the value generated by the network is retained locally through wages, business earnings, and tax revenues, reinforcing its role in strengthening the regional economic base. Beyond direct financial effects, the analysis emphasized Yellowstone Fiber’s broader structural impact on economic competitiveness and resilience. The network’s nonprofit, open-access model fosters competition among internet service providers, reduces costs for consumers, and ensures that revenues circulate within the local economy rather than leaving the region. The study also linked high-speed broadband availability to increased workforce participation, remote work growth, business formation, and innovation in sectors such as advanced manufacturing, photonics, and research. Overall, the NRMEDD analysis concluded that Yellowstone Fiber 124 functions not only as infrastructure but as a long-term economic engine supporting sustainable growth and digital opportunity in Bozeman and the surrounding region. UNRESOLVED ISSUES:None. ALTERNATIVES:None. FISCAL EFFECTS:None. Attachments: Yellowstone Fiber 2_20 FINAL.pdf Report compiled on: April 1, 2026 125 Fiber as Economic Infrastructure An Economic Impact Analysis An Economic Impact Analysis of Yellowstone Fiberof Yellowstone Fiber Prepared by Grace Gilbreth & Wylie Phillips With Support From Yellowstone Fiber, UTOPIA Fiber and the City of Bozeman 126 | Economic Impact Analysis of Yellowstone Fiber2 Table of Contents Table of Contents Table of Contents Executive SummaryExecutive Summary Overview Establishing Broadband and Yellowstone Fiber in Bozeman Technology Context: Fixed Wireless vs. Satellite vs. Fiber Broadband Data Methodologies Demographics Population Connectivity Levels in Bozeman and Gallatin County Montana State University Growth Work-from-Home Growth Household Level Capacity Requirements Consumer Surplus and Household Benefits of Yellowstone Fiber Fiber as Economic Infrastructure Why This Matters in Gallatin County Right Now The Platform Shift: Fiber Adoption Competition Among Local ISPs Creates Affordability and Reliability Firm Formation & Modern Work: What Bozeman Can Lean Into A Remote Workforce & Productivity Effects Economic Impact Analysis Yellowstone Fiber Operating Budget Historical and Future Data Methodology Description of Report Variables 2015 Impact 2022-2024 Impact 2025-2027 Impact Summary of Economic Trends Conclusion 2 3 5 6 7 9 9 9 10 11 12 13 15 17 17 17 18 19 22 24 24 24 25 26 27 29 30 31 33 Appendix A: Stakeholder Letters of Support Appendix A.1 City of Bozeman Economic Development — Brit Fontenot Appendix A.2 Hoplite Industries — Anthony Cochenour Appendix A.3 Bozeman Public Schools — Mike Waterman Appendix A.4 Gallatin County — Matthew Bunko 35 37 38 32 127 Economic Impact Analysis of Yellowstone Fiber |3 Executive Summary *These locally captured benefits include wages, *These locally captured benefits include wages, business earnings, and tax revenues that business earnings, and tax revenues that directly strengthen the region’s fiscal base.directly strengthen the region’s fiscal base. Employment impacts remain substantial throughout the period, supporting hundreds of jobs annually across: Construction Engineering Technical Services Local Supplier Industries Yellowstone Fiber’s nonprofit, open- access model is a defining strength. By separating infrastructure from service provision, the network embeds competition and affordability into its design—expanding consumer choice, reducing service costs, and ensuring that revenue recirculates locally rather than flowing to national Internet Service Providers (ISPs). Fiber is a “fourth utility”, as foundational as... Water Power Roads Yellowstone Fiber plays an important and rapidly growing role in Bozeman’s economy, functioning not only as a broadband service provider but as critical public infrastructure that supports the region’s competitiveness and long-term growth. This Economic Impact Analysis evaluates the organization’s financial footprint across three benchmark periods—2015, 2022-2024, and 2025-2027—to capture the full arc of its development from initial construction through sustained operations. Retained locally in Gallatin County >80% Across 2015, 2022-2024 and Across 2015, 2022-2024 and 2025-20272025-2027 $135 million in total economic activity 128 | Economic Impact Analysis of Yellowstone Fiber4 Rapid Population Growth The expansion of Montana State University’s research enterprise The rise of remote and hybrid work Significantly Increased Demand Benefits are amplified by Bozeman’s broader demographic and economic trends. The findings of this report show that Yellowstone Fiber is more than an infrastructure project—it is a long-term economic engine. As Bozeman continues to grow, the network enhances regional resilience, supports workforce participation, enables new business formation, and expands digital opportunity for residents and institutions. Which Places Growing Pressure Gallatin County’s emergence as a regional hub for Entrepreneurship Photonics Advanced Manufacturing Defense and AI-driven Innovation AI On Local Digital Infrastructure High-capacity, Symmetrical Broadband 129 Economic Impact Analysis of Yellowstone Fiber |5 Overview In July 2025, Yellowstone Fiber and the City of Bozeman partnered with the Northern Rocky Mountain Economic Development District to assess the organization’s economic role in Bozeman, Montana, and the surrounding area. This study is designed not only to measure direct financial contributions, but also to capture how a community-based, open- access fiber network functions as critical public infrastructure with broad, long-term impacts. Reliable, high-speed fiber is a wide reaching utility that underpins nearly every sector of the modern economy. It is no longer a luxury service. From education and healthcare to entrepreneurship and advanced industries, broadband shapes how communities grow, attract talent, and remain competitive. Yellowstone Fiber’s open- access network is distinct from conventional internet broadband models- because the infrastructure is shared among multiple internet service providers (ISPs) rather than controlled by a single company. This structure promotes healthy competition among ISPs, much like a highway being used by multiple delivery companies. Which in turn, lowers prices, and keeps service revenues circulating locally. Yellowstone Fiber’s model, which is built as a nonprofit and structured around open access, makes it an investment with enduring regional value. This report is organized into three sections: Section 1: Overview of demographic trends in Bozeman and Gallatin County and the history and evolution of Yellowstone FiberSection 2: Broadband in a rural context, highlighting fiber networks as critical infrastructure for economic resilience and growth in MontanaSection 3: Economic impact analysis quantifying Yellowstone Fiber’s multi-year contributions, including immediate, long-term, and less visible benefits 130 | Economic Impact Analysis of Yellowstone Fiber6 Establishing Broadband and Yellowstone Fiber in Bozeman Taken together, these sections demonstrate how Yellowstone Fiber’s design and operations position it not only as a provider of infrastructure, but as a cornerstone of long term economic development and community strength for Gallatin County and beyond. Broadband has long been a challenge in Montana, where vast distances and low population density make traditional infrastructure investments difficult for private providers. Many communities remain unserved or underserved according to federal definitions.1 Despite steady progress, Montana still ranks 44th nationally in broadband adoption, with only 67% of households subscribed to high-speed terrestrial broadband and 11% lacking internet access entirely. Recognizing that broadband is as vital as roads or utilities, local leaders in Bozeman began seeking community-based infrastructure solutions. The origins of Yellowstone Fiber trace back to the City of Bozeman’s Broadband Steering Committee, established in 2012 under City Commission Resolution 4434 to “bring fast, reliable, and affordable broadband service to Bozeman and the region in furtherance of the City’s economic development goals.” The committee, which included representatives from Bozeman Health, Montana State University, Bozeman Public Schools, Northwestern Energy, and the Bozeman Chamber of Commerce, partnered with Design Nine to conduct a feasibility study and produce the Bozeman Fiber Master Plan and Feasibility Study (2015). The City Commission of Bozeman adopted this plan in January 2015. According to findings from the plan, 1 Established through the state’s 2023 BEAD Five-Year Action Plan, which classifies “served” areas as having speeds above 100 Mbps download / 20 Mbps upload, “underserved” areas as below 100/20 Mbps but above 25/3 Mbps, and “unserved” areas as below 25/3 Mbps. “High-performance broadband is essential infrastructure for developing Bozeman’s economy. Technology firms, film makers, medical providers, banks, businesses, and startups require fast, reliable, and affordable connections to their clients. Educational institutions increasingly depend on broadband to provide high quality instruction and meet standards for integrating technology into the classroom to prepare students for careers”.2 In 2015, this vision was realized through the creation of Bozeman Fiber, Inc., a nonprofit organization designed to operate an open-access network aligned with community priorities. The initial build was financed by eight local banks through a Community Reinvestment Act (CRA) loan and began servicing tenants including the City of Bozeman, Gallatin County, all of the Bozeman School District buildings, the Cannery District, Downtown and Midtown Bozeman. Service to anchor tenants began in fall 2016 and commercial services began February 2017, opening the network to multiple ISPs and allowing customers to choose from among different providers. 2 DESIGN Nine Broadband Planners, Bozeman Fiber Master Plan and Feasibility Study, January, 2015. 131 Economic Impact Analysis of Yellowstone Fiber |7 A major milestone came in 2021, when Bozeman Fiber partnered with UTOPIA Fiber, the nation’s largest, most successful Open-Access fiber network, to launch a $65 million regional expansion across Gallatin County. The project extended access to areas previously underserved by major providers and marked the organization’s transition and rebrand to Yellowstone Fiber, reflecting its broader regional mission. serve as a model for communities nationwide, particularly in areas unserved or underserved by major ISPs seeking to expand 21st-century broadband infrastructure. Today, Yellowstone Fiber continues to advance that vision of delivering affordable, future-proof connectivity that drives economic and community resilience, fosters competition among ISPs, and supports innovation across southwest Montana. The network sustains multiple ISPs and reinvests revenue into debt repayment and future expansion, ensuring that broadband growth remains sustainable and locally governed. In 2023, the network’s innovative financing structure received national recognition when its $65 million industrial bond package was awarded the Small Issuer Bond Deal of the Year by The Bond Buyer. The financing enabled construction and early operations of Yellowstone Fiber’s all-fiber network at no cost or risk to taxpayers, thanks to Yellowstone Fiber’s structure as a 501(c)(3) nonprofit. The transaction is considered the first of its kind and is expected to Technology Context: Fixed Wireless vs. Satellite vs. Fiber Broadband However, performance often fluctuates with network congestion and is easily disrupted by environmental factors such as mountainous terrain and weather. For many rural households it provides workable connectivity, but for businesses and institutions that require consistent, high-capacity performance, fixed wireless is less reliable and more prone to variability. Fixed Wireless Broadband Fixed wireless has been widely deployed in Montana because it is one of the least expensive broadband technologies to implement. Instead of cables, it uses antennas to transmit data via radio waves, allowing relatively rapid deployment and flexible coverage in areas with line-of-sight access. While Yellowstone Fiber’s development reflects a locally driven response to Bozeman’s connectivity needs, understanding its long-term value requires examining how fiber compares to other broadband technologies. 132 | Economic Impact Analysis of Yellowstone Fiber8 Satellite broadband provides an alternative for the most remote locations where ground-based fiber or cable infrastructure is unavailable. It operates by transmitting data between ground stations, satellites, and user-installed dishes, making it valuable in remote or rugged geographies where wired deployment is difficult or costly. However, this infrastructure-light approach does not create a transferable, long-term community asset in the same way as fiber. Satellite Broadband Because signals must travel long distances, satellite broadband typically experiences higher latency, slower upload speeds, and greater susceptibility to weather-related disruptions. Download speeds generally range from 25 to 100 Mbps, with significantly lower upload capacity. Newer low-Earth-orbit systems can reduce latency depending on constellation capacity, but still lag behind fiber in speed, reliability, and long-term performance. Low-Earth-orbit satellite systems also face inherent capacity constraints, as each satellite can deliver only approximately 10 gigabits of total throughput that must be shared among all users within its coverage area, limiting scalability as subscriber density increases. From a security standpoint, satellite transmissions are inherently more exposed than physical cable networks, as signals travel through open air, increasing vulnerability despite modern encryption standards. While local construction costs are low or nonexistent, service is delivered through privately owned, externally controlled systems, with pricing and long-term availability out of the community’s control. Fiber Optic Broadband Fiber is also future-proof: capacity upgrades are achieved by updating endpoint electronics rather than replacing the cable itself. This long-term scalability and operational efficiency are why fiber remains the preferred infrastructure for next-generation economic development, and why it outperforms both fixed wireless and satellite technologies in virtually every performance category. Fiber-optic internet transmits data through thin strands of glass or plastic using light signals, enabling extremely fast and stable data transmission over long distances. Fiber networks require specialized equipment at both the provider and consumer ends but once in place, they deliver unmatched performance. Fiber provides symmetrical upload and download speeds, ultra-low latency, and exceptional reliability, making it the gold standard for households, anchor institutions, research facilities, and businesses that depend on robust connectivity.Because fiber cables are typically buried underground, they are protected from weather-related disruptions and physical obstacles. Yellowstone Fiber utilizes a fully fiber-optic network. The characteristics of fiber broadband explain the performance and durability of this investment. 133 Economic Impact Analysis of Yellowstone Fiber |9 Data Methodologies The following analysis uses data from multiple sources, including Yellowstone Fiber operating budgets (historical and future), the U.S. Census Bureau American Community Survey, the U.S. Bureau of Labor Statistics, the Montana Department of Labor & Industry, Montana State University, the Montana Department of Administration, and industry accepted proprietary economic impact multipliers. 37,280 88,513 55,042 122,194 Population2010 Census 20230 20,000 40,000 60,000 80,000 100,000 120,000 Bozeman Gallatin Demographics Population Figure 1: Population Trends Over Time (Bozeman vs Gallatin County)Population growth continues to reshape the regional landscape of Gallatin County, driving new demands for housing, infrastructure, and broadband connectivity. Figure 1 illustrates population growth for both the City of Bozeman and Gallatin County between 2010 and 2023. During this period, Gallatin County added 32,681 residents, increasing from 89,513 in 2010 to 122,194 in 2023. As demonstrated in Figure 2, more than half of this growth (54.3%) occurred within the City of Bozeman, which gained 17,762 residents, rising from 37,280 in 2010 to 55,042 in 2023 with an average annual growth rate of 3.0 percent. Two subareas, Belgrade and Four Corners, experienced even higher average annual growth rates of 3.4 percent and 4.5 percent, respectively, over the same period.3 3 U.S. Census Bureau. Decennial Census. American Community Survey 5-Year Estimates, 2019–2023. Table B01003. 134 | Economic Impact Analysis of Yellowstone Fiber10 This consistent population increase underscores Bozeman’s role as the central driver of regional expansion within Gallatin County and one of the most rapidly growing small cities in the United States. The city’s sustained growth contributes significantly to the county’s broader demographic momentum, reinforcing the importance of forward-looking infrastructure investments, particularly broadband, housing, and transportation, to support sustainable economic development and maintain regional competitiveness. Bozeman Population 2000-2023 Figure 2: Bozeman Population By 55k 50k 45k 40k 35k 30k 25k 2000 2005 2010 2015 2020 2025 Connectivity Levels in Bozeman and Gallatin County Federal Communications Commission (FCC) data suggest that Gallatin County enjoys near-universal broadband availability, reporting approximately 99% of households as “served”. Performance-based evidence tells a different story. The FCC’s availability figures rely heavily on provider-reported coverage and advertised speeds. As a result, FCC figures often overstate true, on-the-ground connectivity. These inaccurate figures, which are used to guide funding and policy decisions, can result in money being misdirected and leave millions of people without access to broadband. In contrast, Argonne National Laboratory’s Internet Access Index (IAI) provides a more nuanced assessment by measuring not only nominal availability but also actual network quality and household subscription behavior. Argonne’s IAI score (2022) for Gallatin County is 0.37 on a 0–1 scale, signaling moderate but uneven access. Median measured speeds of 30.7 Mbps download and 10.5 Mbps upload fall well below the levels required for modern telework, virtual education, and small-business operations. Unlike the FCC, the IAI blends three dimensions of connectivity: (1) network performance, (2) availability, and (3) adoption, offering a more realistic picture of residents’ online experience. The contrast is stark: the FCC’s map says Gallatin County is almost fully served; Argonne’s IAI metrics show that many households still struggle to access reliable, high-quality broadband. Local experience mirrors this reality, with persistent reports of inconsistent or inadequate service from residents and businesses. The ongoing Yellowstone Fiber open-access, nonprofit buildout is designed to close these gaps by bringing symmetrical, high-capacity fiber service that reflects actual community needs rather than nominal coverage statistics. 135 Economic Impact Analysis of Yellowstone Fiber |11 Montana State University Growth Montana State University (MSU) continues to serve as a major demographic and economic anchor for Bozeman and Gallatin County. In the last fifteen years alone, roughly one-quarter of all building square footage constructed in the university’s 132-year history has been built, renovated, or planned for improvement. This period of physical expansion mirrors MSU’s broader institutional growth. Since 2010, MSU’s enrollment has increased from 13,559 students to 17,165 in Fall 2025,4 reinforcing its position as Montana’s largest university and a central driver of local population and housing demand. Over the same period, annual research expenditures have risen more than 193%, from $98.5 million in 2009 to a record $288.7 million during the 2024-25 fiscal year, marking the highest level in university history. MSU is one of 104 R1 research institutions classified as having “very high research activity” within the Carnegie Classification of Institutions of Higher Education.5 In global context, MSU has also been ranked among the top 3.7% of universities worldwide based on education quality, research output, and graduate employability by the Center for World University Rankings, making it the highest- ranked university in Montana.6 These academic and research milestones have been supported by a parallel expansion of MSU’s physical, digital, and research infrastructure. New laboratories, classrooms, and high-capacity connectivity have strengthened Bozeman’s innovation ecosystem and linked university growth directly to the region’s demographic and economic momentum.A central component of this growth is the Montana State University Innovation Campus (MSUIC), which serves as a hub for public–private collaboration and advanced research. The MSUIC hosts the only Secure Compartmented Information Facility (SCIF) in Montana, enabling classified research for both government agencies and industry partners. This specialized capacity underscores MSU’s strategic role in positioning Bozeman as a center for high-security, high-technology innovation and enhances the region’s competitiveness in emerging industries. 4 Montana State University, University Data & Analytics. Registrar’s Enrollment Reports, 2010 and 2025. 5 American Council on Education. Carnegie Classification of Institutions of Higher Education, Institution Search. 6 Center for World University Rankings. World University Rankings 2025. 136 | Economic Impact Analysis of Yellowstone Fiber12 Yellowstone Fiber enables local firms operating alongside the Innovation Campus to run advanced, security-sensitive operations, including: • Commercial and residential ISP services designed around network resilience, redundancy, and cybersecurity best practices • 24x7 Network Operations Center (NOC) functions, supporting regional and national customers • 24x7 managed IT and cybersecurity services, including compliance-driven offerings for regulated industries As noted by Hoplite Industries, a Bozeman-based cybersecurity firm and internet service provider operating on the Yellowstone Fiber open-access network, Yellowstone Fiber’s infrastructure “enables several core operational capabilities that would be significantly more difficult—or cost-prohibitive—without locally controlled, high-quality fiber connectivity.” The MSU Innovation Campus is designed to create opportunities for companies to collaborate directly with MSU research, faculty, and students, helping those companies grow while expanding Montana’s prominence as a national leader in entrepreneurship and advanced technology. Tenants in the EngineWorks building on the MSU Innovation Campus include QCORE, a quantum computing research facility; Resilient Computing, an MSU spinout focused on radiation-tolerant space technologies; Reveal, a defense AI firm; the Montana Photonics & Quantum Alliance, a statewide industry nonprofit; and the Defense Innovation Unit OnRamp Hub, which accelerates defense technology deployment through university and industry partnerships. This growth trajectory places increasing pressure on local infrastructure, including digital connectivity. As MSU continues to attract students, researchers, and private-sector collaborators, demand for high-speed, reliable broadband has become integral to sustaining the university’s role in driving Bozeman’s growth. Work-from-Home Growth Broadband infrastructure is also increasingly shaped by changing work patterns. In GallatinCounty, the share of workers working from home doubled from 7% in 2019 to approximately 14% in recent years, reflecting a structural shift in how and where work occurs.7 While remote work peaked during the COVID-19 pandemic in 2020 and 2021 and has since moderated, participation remains well above pre-pandemic levels. As of 2023, 14.9% of Gallatin County workers work 7 U.S. Census Bureau. American Community Survey (ACS) 5-Year Estimates, 2019–2023. Table B08301. Workers working from home in Workers working from home in Gallatin CountyGallatin County 2019 Recent Years X27%14% 137 Economic Impact Analysis of Yellowstone Fiber |13 remotely, with the highest rates in Four Corners (17.3%), followed by Bozeman (15.0%) and Manhattan (14.5%). Belgrade (9.4%) and Three Forks (9.1%) report lower but still meaningful shares, underscoring the broad geographic reach of remote work across the county. These trends indicate that remote work is becoming a prominent feature of the regional economy, influencing commuting patterns, household preferences, and broadband demand. For Gallatin County, the ability to support sustained home-based and hybrid work depends on widespread access to symmetrical, high-capacity connectivity, a defining feature of Yellowstone Fiber’s network. Household-Level Capacity Requirements The Federal Communications Commission (FCC) measures broadband capability through bo-th upload and download speeds. For years, the FCC’s “25/3” standard (25 megabits per second (Mbps) download and 3 Mbps upload) served as the minimum definition of high-speed internet. In practice, however, these thresholds have long been insufficient for modern households. A single video conference call between two people may use 1.5–3 Mbps downstream, but real-world digital life rarely occurs in isolation. Larger meetings, multiple video feeds, cloud-based software, and background updates quickly push bandwidth requirements much higher. Compounding this, Wi-Fi overhead and network congestion during peak hours mean users rarely experience their advertised speeds. Even with the FCC’s 2024 redefinition of broadband to 100 Mbps download and 20 Mbps upload, the new benchmark is already lagging behind real-world needs. Upload Speed Download Speed Upload speed re-fers to how quickly users can send information to the internet Download speed measures how fast they can access online content 138 | Economic Impact Analysis of Yellowstone Fiber14 Today’s digital environments depend heavily on simultaneous, high-capacity upstream traffic, not just downloads. The growing adoption of generative AI has dramatically increased the need for robust upload performance. These applications continuously send large volumes of data to remote servers for processing, straining networks that were designed for primarily one-way consumption. In Bozeman, it is common for two adults to work remotely while children attend online classes or stream media, with additional devices like phones, tablets, and gaming systems running in the background. Under these conditions, even a 100/20 Mbps connection can become constrained, especially when multiple AI or cloud-based processes run simultaneously. This often forces users to drop calls, limit video quality, or pause uploads, reducing productivity and diminishing the quality of remote work, learning, and communication. Yellowstone Fiber’s symmetrical, high-capacity tiers are designed precisely for these modern, multi-device, cloud-dependent environments. By providing consistent throughput and matching upload and download speeds, the network far exceeds the FCC’s minimum standard and meets the demands of a future shaped by artificial intelligence and real-time data exchange. This ensures that households in Bozeman have the reliable connectivity required to sustain modern work, education, healthcare, and innovation-driven lifestyles. At the upper end of this capacity spectrum, Yellowstone Fiber is capable of delivering up to 10 gigabits per second (Gbps) of symmetrical service to a single household, representing the fastest residential broadband speeds currently available anywhere in the United States. Unlike shared or capacity-constrained systems, this household-level capacity provides dedicated, scalable bandwidth capable of supporting the most data-intensive residential uses while maintaining performance as household connectivity needs evolve. Household Connections 139 Economic Impact Analysis of Yellowstone Fiber |15 Consumer Surplus and Household Benefits of Yellowstone Fiber Local Value of Broadband AccessNational studies (e.g., Brynjolfsson et al., 2018) show Americans derive substantial value from digital connectivity, often exceeding $30,000 annually when accounting for services such as search, video, and communication tools. Locally, Yellowstone Fiber’s open-access network enhances this value through symmetrical speeds, reliability, and affordable service tiers that boost productivity, enable remote work, and improve household quality of life. Bozeman EstimatesUsing two established approaches—(1) Willingness-to-Pay (Rosston et al., 2010) and (2) Time Savings (Varian, 2014)—we estimate consumer surplus for Yellowstone Fiber’s projected 4,000 residential customers for 2025 (average household size: 2.19).8 Definition and PurposeConsumer surplus measures the extra benefit people receive from a service beyond what they pay for it. In broadband, it represents the gap between what a household would be willing to pay for reliable, high-speed internet and what they actually pay. For example, if a household values broadband at $150 per month but pays $75, its monthly surplus is $75. Multiplied across thousands of homes, this difference represents a significant community benefit. Because the many broadband benefits, like convenience, reliability, and access, don’t appear in traditional economic models, consumer surplus provides a useful way to quantify household-level welfare gains. 8 U.S. Census Bureau. QuickFacts: Bozeman city, Montana. Table 1 Yellowstone Fiber Residential Consumer Surplus 140 | Economic Impact Analysis of Yellowstone Fiber16 Interpretation and Implications Annual consumer benefits from Yellowstone Fiber are estimated between $2.2 million and $5.2 million, with an average of roughly $3.7 million under conservative assumptions. These figures highlight substantial household-level welfare gains, but they represent only a partial measure of broadband’s true economic value. Consumer surplus captures the direct benefit households receive beyond what they pay for service. By design, it excludes many of the broader, community-wide impacts enabled by reliable, high-speed fiber. What This Report Does Not Count—but Bozeman Still Gains • Reliability and continuity: avoided downtime for firms, schools, medical services • Resilience: performance under stress, including weather events, emergencies, and congestion • Competition dividends: price moderation and service-quality gains from open access • Dynamic entrepreneurship: higher firm formation and survival • Talent attraction and retention: hybrid-work viability and wider recruiting pools • Learning-by-doing: productivity and process improvements as firms digitize • Option value: excess capacity that enables unexpected uses and future growth • Digital participation: benefits from affordability initiatives not reflected in willingness to pay For this reason, it is important to emphasize that these consumer surplus estimates are not merely conservative; they are a gross understatement of broadband’s full economic value. Many of broadband’s most consequential benefits accrue indirectly, over time, and at the community level, and therefore fall outside what consumer surplus can reasonably monetize. 141 Economic Impact Analysis of Yellowstone Fiber |17 When these secondary effects are considered, the true economic value of Yellowstone Fiber is many times greater than the estimates presented above. These channels are well documented in the literature and locally observable but are not monetized here. In particular, this analysis does not assign dollar values to network reliability and redundancy, time-critical continuity for public safety and health delivery, or the competitiveness effects of sustained provider competition on an open-access platform. The quantified benefits should be read as a floor, not a ceiling, on Yellowstone Fiber’s contribution to Bozeman’s economy. The following section, Fiber as Economic Infrastructure, examines these wider impacts in Bozeman and Gallatin County. Fiber as Economic Infrastructure Why This Matters in Gallatin County Right Now Bozeman’s rapid population and business growth are testing the limits of traditional infrastructure. As the region’s education and employment hub, it now relies on digital connectivity as much as physical roads and utilities. Yellowstone Fiber meets this new baseline by providing the reliability, symmetry, and capacity required for research, remote work, advanced manufacturing, and data-intensive industries. What makes Yellowstone Fiber different is its timing and structure: it delivers next-generation fiber as a locally governed, nonprofit utility at the moment Bozeman’s economy is shifting toward innovation and high-skill employment. This ensures that connectivity, like growth itself, remains both comprehensive and future-proof. The Platform Shift: Fiber Adoption Physical buildout alone doesn’t guarantee access. Yellowstone Fiber’s nonprofit, open-access model turns infrastructure into widespread, sustainable use. By pairing symmetrical connectivity with a competitive marketplace of providers on a shared network, it transforms physical investment into everyday utility. • Lower prices & higher value. Shared infrastructure drives competition, reducing rates and expanding consumer choice.• Better service quality. Competition among ISPs for best reliability and customer support raises overall standards for everyone. 142 | Economic Impact Analysis of Yellowstone Fiber18 • More choice & innovation. Providers differentiate through speed tiers, symmetrical upload options, and business-class features.• Higher adoption. Community-based leadership supports affordability and device-access programs, enabling full digital participation.• Fair Access for renters and price-sensitive households, supported by community governance and affordability programs. Competition Among Local ISPs Creates Affordability and Reliability Competition is the key to making broadband both affordable and reliable. National research shows that when households have fewer Internet Service Provider (ISP) options, prices remain high and service quality often lags behind global peers. Despite the United States being a global innovation hub for internet applications, the average advertised monthly cost of internet in the U.S. remains higher than in the rest of North America, Europe, and Asia.9 At the same time, U.S. broadband and mobile internet speeds lag behind many other advanced economies, often ranking only in the middle of global performance indexes. These outcomes are attributed in part to limited consumer choice, insufficient competition among ISPs, and less regulatory oversight compared to other regions. Together, these factors reinforce that affordability and reliability hinge not on technological capability alone, but on the competitive structure of the broadband market itself. This reality has direct relevance for Bozeman. Current federal statistics often count an area as “served” if even one provider is present, but this ignores affordability and reliability challenges that result when ISPs face little to no competition. Households in many U.S. markets, including Montana, pay more for slower service than customers abroad—an outcome of market concentration. 16.8% of Montanans without high-speed internet cited lack of affordability as the primary reason they do not have adequate access (second only to availability).10 Yellowstone Fiber changes that dynamic. Its nonprofit, open-access model creates a level playing field where multiple local providers share the same high-quality fiber infrastructure. Instead of entrenching a private out-of-state monopoly, this structure ensures that providers must compete for customers by offering the best price, reliability, and service quality. 9 Genetin, Brandon, et al. Finding the Missing Dots: An Update on Ohio Broadband Policy. Swank Program in Rural-Urban Policy, The Ohio State University, April 2022. 10 Montana Broadband Office. Statewide Broadband Survey. September–October 2022. Sample size: n = 1,622. Yellowstone Fiber turns the potential weakness of high prices and limited competition in the U.S. broadband market into a local strength. By embedding competition into the platform itself, Bozeman residents and businesses gain more affordable, higher-quality, and more reliable service, positioning the community for sustained growth and digital participation. 143 Economic Impact Analysis of Yellowstone Fiber |19 Firm Formation & Modern Work: What Bozeman Can Lean Into Bozeman’s educated workforce, startup orientation, and role as a regional hub position the community to capture the full value of fiber across advanced manufacturing, technology, and remote work. Entrepreneurship & Sector Mix Treat knowledge infrastructure like roads: connectivity correlates to innovation In rural counties, faster downloads are associated with higher startup formation across most industries. Research shows that startup activity tends to peak when communities have access to at least 50 Mbps download speeds, with upload capacity especially important for professional/technical services, health & social services, wholesale trade, and finance/insurance11—workflows common in Bozeman and well served by Yellowstone Fiber’s symmetrical speeds, as shown in Figure 3. These findings reinforce that broadband is no longer optional infrastructure; it functions much like a utility and is necessary for sustaining entrepreneurship and local growth. Figure 3: Industry Distribution of Civilian Employed Population (Bozeman, MT) 15.3% 13.5% 13.5% 8.1% 6.3%5.6%5.0%2.5% 2.3% 27.8% Construction ManufacturingFinance, Insurance, & Real Estate Other Services Transportation, Warehousing,& Utilities Public Administration Educational & Health Services Professional, Scientific, & Management Retail Trade Art Entertainment & Accommodation/Food 11 Deller, Steven, Brian Whitacre, and Tessa Conroy. 2022. “Rural Broadband Speeds and Business Startup Rates.” American Journal of Agricultural Economics 104(3): 999–1025. 144 | Economic Impact Analysis of Yellowstone Fiber20 Montana consistently ranks among the nation’s strongest startup ecosystems. According to Entrepreneur Media’s latest report, the state ranks first nationally in startup opportunity, earning the highest scores in the total number of startups, startups per 100,000 people, and the 10-year survival rate of new businesses. With over 4,800 startups statewide, Montana received a startup opportunity score of 9.55, the highest on the list, and boasts a 10-year survival rate of 41 percent. The report, drawing from U.S. Small Business Administration data, notes that Americans have filed more than 21 million new business applications in the past four years, with Montana leading the nation, followed by Oregon, Nevada, Utah, and Florida.12 This statewide entrepreneurial strength is reflected locally in Gallatin County, which has emerged as one of the most dynamic business environments in the Mountain West. Bozeman has emerged as a regional hub for technology and development, attracting both homegrown startups and established firms relocating to Montana. Major employers range from software development companies to advanced manufacturing and photonics research and development firms. The city hosts a growing concentration of photonics and optical technology enterprises, alongside technology leaders such as Oracle, Workiva, Aurora, Zoot Enterprises, and numerous early-stage startups. Further amplifying this ecosystem is the MonArk Quantum Foundry, a partnership between Montana State University and the University of Arkansas, which is advancing quantum technologies that harness the quantum states of subatomic particles for next-generation computing. 12 Montana Department of Commerce. (2025). Montana Named Best State for Startups. Press release. These programmatic investments are paying off. Gallatin County’s business growth rate continues to climb, far outpacing other counties, the rest of the state, and even the U.S.The total number of business establishments in Gallatin County has increased by 37.6 percent between 2013 and 2023.13 Bozeman in particular has become a hub for startups, with robust fiber connectivity identified as a key draw that enables businesses to operate at scale and reach customers nationally and globally. As Anthony Cochenour, President and Founder of Hoplite Industries, Inc., a Bozeman-based cybersecurity firm and ISP operating on the Yellowstone Fiber network, observes,37.6% 2013 2023 Total Number of Business Establishments “Yellowstone Fiber plays a uniquely critical role in enabling modern technology companies to operate, scale, and remain nationally competitive from Montana.” Gallatin County’s strength in this area is reflected in its performance on the StatsAmerica Innovation Intelligence Index, where it ranks among the top counties nationally (6th). The index measures a community’s innovation capacity by combining data across multiple dimensions, including: 13 U.S. Census Bureau. (2023). Business Dynamics Statistics. 145 Economic Impact Analysis of Yellowstone Fiber |21 • Human capital and knowledge creation (educational attainment, population growth in prime working ages, patent activity). • Business dynamics (establishment formation, competitiveness of traded sectors). • Business profile (entrepreneurial resources and industry diversity). • Employment and productivity (job growth relative to population growth, patent diversity). • Economic well-being (income, government transfers, and critically, broadband internet connectivity as a measure of digital participation). Because broadband connectivity is explicitly factored into the Innovation Intelligence Index, Yellowstone Fiber’s network is not just infrastructure. It is part of the foundation that sustains Bozeman’s innovation ecosystem. By ensuring widespread, affordable, and high-capacity access, Yellowstone Fiber strengthens the metrics that underpin Bozeman’s competitiveness and ability to support new firm formation. Manufacturing & Making Gallatin County is one of Montana’s largest manufacturing hubs by establishment count, with approximately underscoring that manufacturing and making are not niche activities locally but a substantial and growing component of the regional economy. This local strength mirrors broader statewide trends. Greater Bozeman is home to a diverse and expanding manufacturing sector that spans both traditional production and advanced, technology-driven industries. Local manufacturers range from equipment and consumer goods producers such as Yeti and West Paw to firms working in optics, cryogenics, materials science, electronics, and aerospace. The region also supports creative manufacturing, exemplified by companies like Gibson Guitar, reflecting a blend of precision production and craftsmanship. Manufacturing Establishments871 manufacturing establishments, Manufacturing remains a cornerstone industry in Montana, generating more than $2 billion in base labor earnings in 2024.14 Since 2020, manufacturing growth in Montana has outpaced national trends, driven in part by faster expansion in durable goods production. These dynamics reinforce the importance of regions like Greater Bozeman, where manufacturing growth is closely tied to advanced technologies and high-value output. Within Southwestern Montana, manufacturing is increasingly concentrated in high-wage, data-intensive subsectors. The largest manufacturing wage subsectors include Miscellaneous Durable Goods, which encompasses medical devices and sporting equipment, and Computer and Electronic Products. Together, these subsectors account for more than $78 million in annual wages, illustrating the region’s tilt toward technology-linked production that depends on reliable digital infrastructure to remain competitive. 14 Montana Department of Labor & Industry. (2025). Manufacturing in Montana: State of the Economy. 146 | Economic Impact Analysis of Yellowstone Fiber22 These patterns align with national shifts in manufacturing. Across the United States, firms are undergoing a significant digital transformation, with automation, artificial intelligence, and cloud-based systems reshaping production processes. Between 2020 and 2022, firms most frequently adopted cloud platforms, specialized software, and AI to improve quality, reliability, and precision rather than simply reduce labor costs.15 Robotics and advanced equipment follow the same trajectory, reinforcing the need for consistent, high-performance connectivity across factory floors and supply chains. 15 Arledge, R. (2025). How AI and other technology impacted businesses and workers. U.S. Census Bureau, America Counts. 16 Montana Manufacturing Extension Center. (2024). Montana manufacturing report. 17 Deller, S., Whitacre, B., & Conroy, T. (2022). Rural broadband speeds and business startup rates. American Journal of Agricultural Economics, 104(3), 999–1025. A Remote Workforce & Productivity Effects In parallel with firm formation and manufacturing growth, remote and hybrid work has become a durable feature of Bozeman’s labor market. Educated workforce: Research finds positive broadband employment effects in rural counties with high educational attainment and high shares of high-skill occupations;19 ~64.2% of Bozeman adults (Age 25+) hold a bachelor’s degree or higher.20 Scale: ~15% of Bozeman’s working population works from home.1 8 (See Pg. 12) 18 U.S. Census Bureau. American Community Survey (ACS) 5-Year Estimates, 2019–2023. Table B08301. As a result, demand for skilled technicians and engineers has increased alongside sharply rising upstream data requirements.16 AI-enabled manufacturing relies on the continuous transmission of sensor data and real-time file sharing, requiring low latency and high reliability that legacy broadband technologies struggle to provide. Broadband capacity therefore functions as critical enabling infrastructure for modern manufacturing. Fiber’s symmetrical architecture and ability to scale through endpoint upgrades make it uniquely capable of supporting data-intensive manufacturing workflows, unlike copper, fixed wireless, or satellite systems that face performance constraints under sustained upstream demand. For rural and micropolitan regions, access to fiber increasingly determines participation in national and global manufacturing supply chains. Evidence shows that manufacturing startup rates rise sharply at broadband thresholds of 10, 25, 50, and 100 Mbps, demonstrating a direct link between digital capacity and firm formation.17 Broadband also underpins manufacturing e-commerce and wholesale trade, which together represent trillions of dollars in annual economic activity nationwide. In this context, Yellowstone Fiber eliminates digital friction for manufacturers in Gallatin County, ensuring that the region remains attractive to investment and capable of supporting the next generation of advanced manufacturing firms. 19 Mack, E., and A. Faggian. (2013). Productivity and Broadband: The Human Factor. International Regional Science Review, 36(3), 392–423. 20 U.S. Census Bureau. American Community Survey 5-Year Estimates, 2019–2023, Table K201501. 147 Economic Impact Analysis of Yellowstone Fiber |23 Worker preferences: Remote flexibility is now a hiring filter: a majority of U.S. employees prefer jobs with at least some remote option.21 Yellowstone Fiber’s upload performance and reliability expand local firms’ recruiting pools. Productivity & continuity: The remote/hybrid shift is associated with measurable productivity gains;22 resilient connectivity protects continuity when travel or onsite operations are disrupted, as they were in the COVID-19 pandemic. The role of fiber infrastructure in sustaining Bozeman’s skilled workforce is reinforced by local employers, including Hoplite Industries, whose President and Founder notes that Yellowstone Fiber enables “the ability to retain high-skill jobs within Montana, particularly by employing graduates from Gallatin College and Montana State University.” 21 Genetin, Brandon, et al. Finding the Missing Dots: An Update on Ohio Broadband Policy. Swank Program in Rural-Urban Policy, April 2022. 22 Rembert, Mark, Bo Feng, and Mark Partridge. Connecting the Dots of Ohio’s Broadband Policy. Swank Program in Ru-ral-Urban Policy, The Ohio State University, 2017. Figure 4: Educational Attainment (population 25+ in Bozeman, MT) Graduate or professional Degree High School or Equivalent Some College, No Degree Associates Degree Bachelors Degree 40% 24.2% 12.5% 18.7% 3.3% 3.3% 1.3%Other 148 | Economic Impact Analysis of Yellowstone Fiber24 Economic Impact Analysis An economic impact analysis refers to a systematic examination of how specific economic activities and spending affect various aspects of a local economy. The purpose of conducting an economic impact analysis is to evaluate the ripple effects that a given project or policy may have on a region or industry. For instance, if a city plans to build an event center, an economic impact analysis would examine not only the immediate construction jobs but also the broader economic consequences, such as jobs in tangential industries this activity impacts, what revenues stay locally, and what revenues are paid to the state. This analytical approach utilizes multipliers to quantify these effects, often considering both direct and indirect impacts. Direct impacts represent the initial changes caused by the project, while indirect impacts are the subsequent economic changes resulting from the direct impacts. Together, these provide a comprehensive view of how a particular undertaking influences an economy. In essence, economic impact analysis serves as a valuable tool for policymakers, businesses, and communities to make informed decisions by understanding the potential economic benefits and drawbacks associated with the examined activities. The analysis examined each spending category (sector) individually before totaling the impacts to determine a combined impact number for each time period. Substantial time went into isolating and targeting data points specific to the project area. Yellowstone Fiber Operating Budget Historical and Future This analysis evaluates Yellowstone Fiber’s operating, construction, equipment, and land acquisition expenditures for the time periods 2015, 2022-24, and projected 2025- 27. These periods represent primary periods of capital investment, characterized by substantial organizational growth and infrastructure development. Each period corresponds to a significant phase in the network’s expansion and operational advancement. Investment activity between these benchmark periods was comparatively limited, reflecting periods of operational stabilization and network utilization rather than large-scale capital outlay. The selected periods were therefore identified as representative of the most consequential economic activity associated with Yellowstone Fiber’s development cycle. By focusing on these distinct investment periods, the analysis captures the timing and magnitude of economic impacts more accurately. This approach ensures that the reported outcomes align with the time periods in which Yellowstone Fiber’s expenditures exerted the greatest influence on local and regional economic conditions. Data Methodology This study recognizes that exact precision in economic impact estimates is challenging when project-specific public data are unavailable. Accordingly, impacts were estimated 149 Economic Impact Analysis of Yellowstone Fiber |25 Description of Report Variables This analysis is divided into four reports: 2015 Yellowstone Fiber Economic Impact, 2022-2024 Economic Impact, 2025-2027 Economic Impact, and Summary of Trends. The Summary of Trends synthesizes the three period-specific analyses by highlighting how key metrics change over time—such as shifts in the mix of spending, local capture, jobs, and payroll. It shows the progression from foundational buildout (2015) to peak construction (2022-24) to steadier operations (2025-27), and explains the drivers behind those movements. The following provides descriptions for the variables included in each report and table. Initial Local Spending (Direct Impact):Represents the first round of spending within Gallatin County tied directly to Yellowstone Fiber’s activities, such as construction, operations, and equipment purchases. This is the immediate injection of funds into the local economy. Ripple Effects (Indirect & Induced Impacts):Captures the secondary economic activity that occurs when local suppliers, contractors, and employees re-spend income generated from Yellowstone Fiber’s initial expenditures. These are the “ripple” or multiplier effects that spread through the local economy. Total Economic Activity (Total Impact):The combined total of direct and ripple effects. This reflects the full dollar value of all economic activity generated within the region as a result of Yellowstone Fiber’s operations and investments. Gallatin County Effects (Gross County Product):Measures the portion of total activity that remains in the local economy after accounting for “leakages” (spending that leaves the area). It represents new value added within the county—such as local wages, business profits, and taxes—and best reflects how much of Yellowstone Fiber’s impact stays in Gallatin County. Wages & Benefits (Labor Income):Includes all compensation to employees and self-employed workers, such as wages, salaries, retirement contributions, and health benefits. This reflects how Yellowstone Fiber supports household income across the county. Jobs Supported (Employment):Represents the total number of jobs (full-time, part-time, and self-employed) supported by Yellowstone Fiber’s activities during each analysis period. using industry-standard economic modeling techniques and proprietary multipliers commonly applied by public agencies and economic development organizations. All inputs and assumptions were selected to be reasonable, conservative, and defensible, with the objective of avoiding overstatement and ensuring that reported impacts reflect realistic, regionally grounded economic relationships rather than maximum attributable effects. 150 | Economic Impact Analysis of Yellowstone Fiber26 Business Earnings (Capital Income):Captures non-labor income, including business profits, interest, and rental income. This reflects how local businesses benefit from Yellowstone Fiber’s presence and spending. Taxes & Fees Generated (Indirect Business Taxes):Includes local, state, and federal taxes not based on business income, such as sales taxes, property taxes, and license or permit fees. These revenues represent fiscal benefits returned to public entities as a result of Yellowstone Fiber–related economic activity. 2015 Impact Table 2 presents the economic impacts of Yellowstone Fiber in 2015, based on historical and projected operating data. These estimates are organized by spending category, including design, operations, project management, construction, and equipment expenditures. Initial Local Spending (Direct Impact):Yellowstone Fiber’s direct investment in 2015 totaled $3,850,000, representing the first round of local spending on design, construction, and operations. Ripple Effects (Indirect & Induced Impacts):Spending by suppliers, contractors, and employees generated an additional $2,023,140 in secondary economic activity across Gallatin County, bringing the total economic activity to more than $5.87 million. Gallatin County Effects (Gross County Impact):Of the total economic activity, an estimated $3,117,464 remained within Gallatin County—representing new value added to the local economy through wages, business profits, and taxes. Wages & Benefits (Labor Income):Yellowstone Fiber’s activities supported $2,218,858 in employee and contractor compensation, including wages and benefits. Jobs Supported (Employment):An estimated 59 jobs were supported by Yellowstone Fiber in 2015, with most tied to the network’s construction phase. Business Earnings (Capital Income):Non-labor income—including business profits, interest, and rental income—totaled $731,760 during this period. Taxes & Fees Generated (Indirect Business Taxes):Economic activity related to Yellowstone Fiber produced an estimated $166,846 in taxes and fees, including sales, property, and licensing revenues. Summary:The 2015 impacts reflect Yellowstone Fiber’s foundational build-out phase, when the network’s physical infrastructure was being established and anchor institutions were first 151 Economic Impact Analysis of Yellowstone Fiber |27 connected. Most benefits were tied to construction spending, which supported nearly 80% of the jobs created that year. While total output was modest compared to later periods, these early investments laid the groundwork for a scalable, open-access system. Payroll, business earnings, and tax contributions demonstrate how even in its initial stage, the project generated measurable local benefits and began embedding long-term economic value. 2022-2024 Impact Table 3 presents the economic impacts of Yellowstone Fiber in 2022-24, reflecting a period of peak construction and system expansion. Estimates are based on historical and projected operating data, broken down by spending categories such as design, operations, construction, land acquisition, and equipment expenditures. Initial Local Spending (Direct Impact):Yellowstone Fiber’s direct spending in 2022-24 totaled $49,614,316, representing major capital outlays for construction and system expansion. Ripple Effects (Indirect & Induced Impacts):Supplier purchases and household spending generated an additional $26,174,731 in secondary economic activity across Gallatin County, resulting in total economic activity exceeding $75.79 million. Gallatin County Effects (Gross County Impact):Of the total economic activity, $40,143,302—or approximately 80.9%—remained within Gallatin County through wages, profits, and taxes. Table 2: Economic Impact Analysis of Yellowstone Fiber in 2015 Source: Yellowstone Fiber operating budget, historical and future, Circle Analytics Analysis 152 | Economic Impact Analysis of Yellowstone Fiber28 Wages & Benefits (Labor Income):Yellowstone Fiber supported $28,593,819 in wages and benefits during 2022-24, reflecting substantial labor demand tied to network construction and management. Jobs Supported (Employment):An estimated 781 jobs were supported across Gallatin County in 2022-24, primarily within construction, engineering, and supplier industries. Business Earnings (Capital Income):Non-labor earnings, including profits, interest, and rental income, totaled $9,426,310 during this period, illustrating strong gains for local businesses participating in the project. Taxes & Fees Generated (Indirect Business Taxes):Economic activity associated with Yellowstone Fiber generated an estimated $2,123,143 in local and state taxes, including property, sales, and business-related fees. Summary:The 2022-24 period represents Yellowstone Fiber’s most intensive phase of infrastructure expansion. Over $63 million in construction-related spending drove the majority of economic impacts, supporting more than 700 jobs and injecting nearly $29 million into local payroll. Capital income exceeded $9.4 million, and tax revenues surpassed $2.1 million, underscoring the wide-ranging fiscal and employment benefits of large-scale broadband investment. Whereas 2015 marked the foundation of network development, 2022-24 captures the system’s peak growth momentum and the transformative scale of its regional economic contribution. Table 3: Economic Impact Analysis of Yellowstone Fiber in 2022-24 153 Economic Impact Analysis of Yellowstone Fiber |29 2025-2027 Projected Impact Table 4 presents the economic impacts of Yellowstone Fiber in 2025-27, based on historical data and projected operating expenditures. These years reflect a period of transition for the organization—from peak construction activity to steady-state operations—capturing its long-term economic footprint within Gallatin County. Initial Local Spending (Direct Impact):For 2025-27, Yellowstone Fiber’s direct spending totals $34,444,046, reflecting continued investment in operations, maintenance, and modest system expansion. Ripple Effects (Indirect & Induced Impacts):Secondary spending from suppliers and employee expenditures generated an additional $18,616,785, bringing total economic activity to more than $53.06 million across the local economy. Gallatin County Effects (Gross County Impact):Of the total activity, $27,960,124—or approximately 81.2%—is retained in Gallatin County through wages, business earnings, and taxes. This marks a continued improvement in local value capture as the network matures. Wages & Benefits (Labor Income):Yellowstone Fiber supports $21,132,332 in total payroll and employee benefits in 2025-27, demonstrating the lasting employment and income stability generated by its operations. Jobs Supported (Employment):An estimated 570 jobs are supported across Gallatin County, representing a shift from short-term construction employment toward sustained operational and technical positions. Business Earnings (Capital Income):Non-labor income—including business profits, interest, and rental returns—totals $5,656,757, reflecting steady gains for local enterprises tied to the network’s ongoing activities. Taxes & Fees Generated (Indirect Business Taxes):Economic activity linked to Yellowstone Fiber generates approximately $1,171,035 in local and state taxes, including sales, property, and business fees. Summary:The 2025-27 analysis illustrates Yellowstone Fiber’s transition from a construction-driven enterprise to a long-term community asset. While total economic output declined from the 2022-24 peak, impacts remain substantial at more than $53 million, with a growing share of benefits—over 81%—staying within Gallatin County. Employment has shifted toward stable, ongoing operational roles, embedding over $21 million in local payroll. Capital income and tax contributions remain strong, providing a reliable fiscal base for the region. By 2025, Yellowstone Fiber functions as a durable economic engine—sustaining workforce participation, supporting local businesses, and reinforcing Bozeman’s competitiveness in a data-driven economy. 154 | Economic Impact Analysis of Yellowstone Fiber30 Summary of Trends The economic impacts of Yellowstone Fiber from 2015 through 2027 reveal a clear trajectory: an initial build-out phase, a period of expansion, and a transition to long-term operational value creation. These economic impact trends reflect not only the organization’s financial and employment impacts but also the realization of the goals established in the 2015 Bozeman Fiber Master Plan and Feasibility Study, which envisioned a community-owned broadband network as critical public infrastructure to support Bozeman’s competitiveness, innovation capacity, and quality of life. 2015: Foundational Investment Phase The earliest years of Yellowstone Fiber were defined by infrastructure development and targeted connections to anchor institutions. With a total economic impact of $5.9 million, the majority of benefits came from construction expenditures, which supported nearly all of the 59 jobs created. Payroll and capital income were modest but meaningful, establishing the foundation for future expansion and signaling the long-term potential of a nonprofit, open-access model focused on local reinvestment and affordability. 2022-24: Expansion By 2022-24, Yellowstone Fiber’s network expansion reached full construction momentum. Total economic impact surged to nearly $76 million, with over $40 million retained locally. More than 780 jobs were supported—most in construction—and payroll contributions reached $28.6 million. Capital income and indirect taxes also peaked, reflecting widespread fiscal benefits. This period represented the network’s most intensive build-out phase, when major infrastructure investments translated into broad community participation and measurable economic returns. Table 4: Economic Impact Analysis of Yellowstone Fiber in 2025-27 155 Economic Impact Analysis of Yellowstone Fiber |31 2025-27: Operational Stability The 2025-27 estimates capture Yellowstone Fiber’s evolution into a self-sustaining enterprise. While overall economic output moderates to $53 million, the share retained locally increases to 81%, highlighting stronger regional capture of value. Employment stabilizes at 570 jobs, and payroll remains substantial at $21.1 million, reflecting the steady workforce required for operations, maintenance, and service provision. This transition marks the organization’s shift from one-time construction impacts to sustained, long-term value creation. 2015-2027: Overall Trends Over the decade, Yellowstone Fiber’s economic impact has shifted from short-term stimulus to enduring regional benefit and long term asset. The increasing share of locally retained value demonstrates how the nonprofit, open-access structure keeps revenues and opportunities embedded in the community. What began as a utility-scale infrastructure investment has matured into a cornerstone of Gallatin County’s economic resilience, workforce opportunity, and innovation capacity, positioning the region for sustained growth in the decades ahead. Conclusion The results of this Economic Impact Analysis demonstrate that Yellowstone Fiber has become a significant and durable contributor to Gallatin County’s economy. Across the benchmark periods analyzed—2015, 2022-24, and 2025-27—the network generated more than $135 million in total economic activity, supporting more than 1,400 jobs cumulatively and delivering over 80 percent local value retention through wages, business earnings, and tax revenues. These impacts reflect both the scale of construction-period investments and the long-term, stable economic benefits created through ongoing network operations. Beyond the measurable economic outputs, Yellowstone Fiber strengthens the region’s resilience and competitiveness in ways that go far beyond conventional infrastructure. As Bozeman and Gallatin County continue to experience population growth, increasing remote and hybrid work, and rising digital demands across education, healthcare, public safety, and advanced industry, the availability of reliable, high-capacity fiber becomes essential. Yellowstone Fiber’s symmetrical, low-latency connectivity ensures continuity during disruptions, supports local employers, enhances telehealth and remote learning access, and provides the baseline capacity required for modern household and business functionality. 156 | Economic Impact Analysis of Yellowstone Fiber32 The network also plays a pivotal role in fostering innovation and entrepreneurship. Bozeman’s emergence as a hub for technology, photonics, defense, aerospace, quantum research, and advanced manufacturing depends on infrastructure capable of supporting high-volume data exchange, secure research environments, cloud-based operations, and AI-driven workflows. Yellowstone Fiber delivers that capability while keeping service costs competitive through its open-access model, which is an advantage that strengthens local firm formation, supports scaling companies, and attracts talent and investment to the region. Finally, Yellowstone Fiber expands digital participation by embedding affordability and provider choice into its governance. The nonprofit structure ensures that revenue stays within the community and supports adoption across income levels, addressing longstanding barriers to digital equity and ensuring that residents benefit fully from emerging opportunities. Yellowstone Fiber has evolved into a cornerstone of Bozeman’s economic future. Its contributions extend from immediate job creation and local spending to long-term competitiveness, innovation capacity, community resilience, and digital participation. As the region grows and the demands of a modern economy intensify, Yellowstone Fiber provides the foundational infrastructure needed to support sustained prosperity for households, businesses, and institutions across Gallatin County. Appendix 1: Stakeholder Statement of Support This appendix includes formal letters of support from key public-sector and private-sector stakeholders regarding the development and economic impact of Yellowstone Fiber. The statements reflect perspectives from organizations directly engaged in regional economic development, infrastructure investment, workforce retention, and technology-driven industry growth. These letters underscore Yellowstone Fiber’s role as critical economic infrastructure for the region. Stakeholders highlight the network’s contribution to local competitiveness, business attraction and retention, workforce stability, innovation capacity, and long-term community resilience, as well as the importance of its nonprofit, open-access model in supporting affordability and locally retained economic benefits. Letters of support are included in their original format to reflect the independent nature of each submission. The following letters are included: • Appendix A.1 City of Bozeman Economic Development • Appendix A.2 Hoplite Industries, Inc. • Appendix A.3 Bozeman Public Schools • Appendix A.4 Gallatin County 157 Economic Impact Analysis of Yellowstone Fiber |33 January 16, 2026 Wylie Phillips Executive Director Northern Rocky Mountain Economic Development District P.O. Box 3725 Bozeman, MT 59772 Director Phillips, As founding members and anchor tenants of the Yellowstone Fiber network, formerly Bozeman Fiber, we strongly support Yellowstone Fiber and its continued investment in Bozeman’s digital infrastructure. As Bozeman experiences rapid population growth, expansion of Montana State University’s research enterprise, and a sustained rise in remote and hybrid work, access to reliable, high-capacity broadband has become as essential as roads, water, and power. Yellowstone Fiber meets this need by delivering a future-proof, fiber-optic network that provides symmetrical speeds, exceptional reliability, and built-in redundancy—capabilities that are foundational to a modern, competitive local economy. The recently completed Economic Impact Analysis demonstrates that Yellowstone Fiber functions not merely as a broadband provider, but as a durable economic engine for Gallatin County. Across key investment periods, the network has generated more than $135 million in total economic activity, with over 80 percent of that value retained locally through wages, business earnings, and tax revenues. Hundreds of jobs have been supported annually across construction, engineering, technical services, and local supplier industries, underscoring how community-based infrastructure investment can produce sustained, regionally captured economic benefits rather than exporting value to national providers. Yellowstone Fiber’s nonprofit, open-access model is central to this impact. By separating infrastructure ownership from service provision, the network embeds competition directly into its design, allowing multiple internet service providers to operate on the same high-quality fiber. This structure lowers prices, improves service quality and reliability, and expands consumer choice, while ensuring that revenues circulate locally and support reinvestment in the community. In contrast to monopoly broadband models, Yellowstone Fiber aligns affordability, resilience, and long-term public value. Equally important, Yellowstone Fiber strengthens Bozeman’s capacity to attract and retain talent, support entrepreneurship, and enable advanced industries. High-capacity, low- latency connectivity is now a prerequisite for research, cybersecurity, telehealth, advanced manufacturing, and data-intensive innovation. The network supports remote workers, local startups, and established firms alike, allowing Bozeman-based businesses and institutions to Appendix A.1 City of Bozeman Economic DevelopmentBrit Fontenot, Director of Economic DevelopmentJanuary 16, 2026 158 | Economic Impact Analysis of Yellowstone Fiber34 compete nationally and globally without sacrificing local ownership or community accountability. In short, Yellowstone Fiber is critical economic infrastructure for Bozeman’s present and future. Its locally owned, community-driven fiber network enhances resilience, expands opportunity, and ensures that growth remains inclusive and sustainable. We strongly support Yellowstone Fiber and encourage continued investment in this essential public asset, which will serve Bozeman and the broader region for decades to come. Sincerely, Brit Fontenot City of Bozeman Director of Economic Development 159 Economic Impact Analysis of Yellowstone Fiber |35 Appendix A.2 Hoplite Industries Anthony Cochenour, President & FounderDecember 20, 2025 https://hoplite.io - +14064510010 - support@hoplitenindustries.com To: Northern Rocky Mountain Economic Development From: Anthony Cochenour, President & Founder, Hoplite Industries, Inc. Date: December 20, 2025 Subject: Testimonial in Support of Yellowstone Fiber and Its Economic Impact I am writing this memorandum in strong support of Yellowstone Fiber and its continued investment in not-for-profit fiber optic infrastructure across the Gallatin Valley and the broader Northern Rocky Mountain region. As President and Founder of Hoplite Industries—and as one of the original co-founders of Bozeman Fiber, now Yellowstone Fiber—I have had the opportunity to observe firsthand the long-term economic, technical, and workforce impacts that community- driven fiber infrastructure delivers. Yellowstone Fiber plays a uniquely critical role in enabling modern technology companies to operate, scale, and remain nationally competitive from Montana. Its mission-driven approach to open-access fiber has created foundational connectivity that directly supports education, healthcare, manufacturing, and technology sectors—industries that increasingly depend on resilient, low-latency, and secure network infrastructure. For Hoplite Industries specifically, Yellowstone Fiber’s infrastructure enables several core operational capabilities that would be significantly more difficult—or cost-prohibitive—without locally controlled, high-quality fiber connectivity. These include: • Commercial and residential ISP services with a deliberate focus on network resilience, redundancy, and cybersecurity best practices • 24x7 Security Operations Center (SOC) and Network Operations Center (NOC) functions, supporting regional and national customers • 24x7 managed IT and cybersecurity services, including compliance-driven offerings for regulated industries • The ability to retain high-skill jobs within Montana, particularly by employing graduates from Gallatin College and Montana State University • Sustaining the ability for Bozeman-based firms like Hoplite to compete nationally and serve customers across the United States without relocating operations to larger metropolitan areas Beyond individual businesses, Yellowstone Fiber’s impact is systemic. By prioritizing open access, neutrality, and long-term community benefit over short-term profit, it lowers barriers to entry for new service providers, increases competition, improves service quality, and stabilizes pricing. This model directly contributes to regional economic resilience and long-term workforce retention—outcomes that are increasingly rare in rural and mountain communities. As someone who has been involved since the earliest days of Bozeman Fiber, it is deeply encouraging to see how that original vision has matured into Yellowstone Fiber’s current role as 160 | Economic Impact Analysis of Yellowstone Fiber36 https://hoplite.io - +14064510010 - support@hoplitenindustries.com a critical regional asset. Continued investment in and expansion of this infrastructure will only strengthen Montana’s ability to attract, grow, and retain technology-driven employers while preserving local ownership and community accountability. I strongly support Yellowstone Fiber’s future growth and believe it will remain a cornerstone of economic development, workforce sustainability, and digital resilience in the Northern Rockies for decades to come. Please feel free to contact me if additional context or clarification would be helpful. Anthony Cochenour President & Founder Hoplite Industries, Inc. https://hoplite.io - +14064510010 - support@hoplitenindustries.com a critical regional asset. Continued investment in and expansion of this infrastructure will only strengthen Montana’s ability to attract, grow, and retain technology-driven employers while preserving local ownership and community accountability. I strongly support Yellowstone Fiber’s future growth and believe it will remain a cornerstone of economic development, workforce sustainability, and digital resilience in the Northern Rockies for decades to come. Please feel free to contact me if additional context or clarification would be helpful. Anthony Cochenour President & Founder Hoplite Industries, Inc. 161 Economic Impact Analysis of Yellowstone Fiber |37 Appendix A.3 Bozeman Public SchoolsMike Waterman, Executive Director of Business OperationsJanuary 19, 2026 162 | Economic Impact Analysis of Yellowstone Fiber38 February 2, 2026 To: Northern Rocky Mountain Economic Development District From: Matthew Bunko, Chief Information Officer Subject: Yellowstone Fiber – Letter of Support As an anchor tenant since 2016, Gallatin County is a strong supporter of Yellowstone Fiber. Yellowstone Fiber’s infrastructure continues to be a cost-effective solution that continues to deliver and meet the needs of our county’s growth. Redundancy and resiliency in their infrastructure have allowed us to meet the needs of our offices and departments throughout the County. Matthew Bunko Chief Information Officer Gallatin County, Montana Innovation and Technology Department Office of the Chief Information Officer Gallatin County Atrium 502 S. 19th Ave, Suite 301 Bozeman, MT 59718 Phone: (406) 582 3073 Fax: (406) 582 3071 Appendix A.4 Gallatin CountyMatthew Bunko, Gallatin County Chief Information OfficerFebruary 2, 2026 163 Memorandum REPORT TO:City Commission FROM:Scott McMahan-IT SUBJECT:Information Technology Operations-Telling our Story Presentation MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Administration RECOMMENDATION:Receive special presentation on Information Technology Operations and two Public Service Announcements STRATEGIC PLAN:1.1 Outreach: Continue to strengthen and innovate in how we deliver information to the community and our partners. BACKGROUND:This special presentation will provide the City Commission and the public with an overview of the operations of the Information Technology Department as well as two Public Service Announcements. Application Support, Systems Administration, and Help Desk will be covered. UNRESOLVED ISSUES:None. ALTERNATIVES:None. FISCAL EFFECTS:None. Report compiled on: April 7, 2026 164 Memorandum REPORT TO:City Commission FROM:Brit Fontenot, Economic Development Director SUBJECT:A Resolution of the City Commission of the City of Bozeman, Montana Authorizing the Mayor to Enter into an Agreement on International Territorial Cooperation with the Community of Kopychyntsi, Ternopil Region, Ukraine, through the Cities4Cities Initiative MEETING DATE:April 21, 2026 AGENDA ITEM TYPE:Agreement - Agency/Non-profit RECOMMENDATION: Consider the Motion: I move to approve the resolution authorizing the Mayor to enter into an Agreement on International Territorial Cooperation with the Municipality of Kopychyntsi, Ukraine. STRATEGIC PLAN:1.4 Business and Institutional Partnerships: Explore opportunities for partnerships with key business groups and non-profit organizations. BACKGROUND:See memorandum. UNRESOLVED ISSUES:None. ALTERNATIVES:As determined by the Bozeman City Commission. FISCAL EFFECTS: None. Attachments: cc memo resolution C4C memo FINAL 4.10.26.docx Resolution Affirming Partnership with Kopychyntsi Ukraine via Cities4Cities FINAL.pdf Agreement on Territorial Cooperation - Kopychyntsi and Bozeman FINAL.pdf C4C Proposal 12.12.25.pdf Bridging Continents_ Bozeman's Lifeline to Kopychyntsi.pdf C4C Profile - Kopychyntsi.pdf Wiki Profile - Kopychyntsi.pdf Report compiled on: March 13, 2026 165 1 Memorandum REPORT TO: Bozeman City Commission FROM: Brit Fontenot, Economic Development Director SUBJECT: A Resolution of the City Commission of the City of Bozeman, Montana Authorizing the Mayor to Enter into an Agreement on International Territorial Cooperation with the Community of Kopychyntsi, Ternopil Region, Ukraine, through the Cities4Cities Initiative MEETING DATE: April 21, 2026 AGENDA ITEM TYPE: Action RECOMMENDATION: Adopt the resolution of the City Commission Authorizing the Mayor to Enter into an Agreement on International Territorial Cooperation with the Community of Kopychyntsi, Ternopil Region, Ukraine, through the Cities4Cities Initiative BACKGROUND: Bozeman has long defined itself by its economic vitality and quality of life and by its willingness to lead locally, nationally, and increasingly, globally. The proposed Cities4Cities partnership with the Municipality of Kopychyntsi, Ukraine offers the City Commission an opportunity to advance that leadership in a way that is both practical and principled. At a time when cities play an increasingly central role in global problem-solving, this partnership places Bozeman squarely within a network of communities working together to support democratic resilience, economic recovery, and institutional strength. The Cities4Cities initiative is built on a simple but powerful premise: cities learn best from other cities because local government is the oxygen of democracy. Cities4Cities is a structured exchange of knowledge, experience, and proven practices rather than a traditional aid model. Ukrainian municipalities, many of which are navigating the immediate and long-term impacts of war, are seeking the type of expertise that Bozeman has developed over decades. In turn, Bozeman gains access to insights from communities rebuilding under extraordinary circumstances, offering perspectives that can strengthen our own resilience and adaptability. The overlap between Bozeman’s expertise and Kopychyntsi's needs is direct and actionable. This alignment ensures that any engagement is not only meaningful but efficient, leveraging knowledge and systems the city has already developed and refined. What makes this opportunity particularly compelling is how closely it aligns with Bozeman’s existing priorities. 166 2 Initial conversations with Kopychyntsi officials indicated interest in working with Bozeman in four primary areas: 1) economic development; 2) governing and governance; 3) schools and education and 4) veteran’s services. Other areas of interest may emerge, which is why the resolution identifies several potential areas of cooperation beyond those identified in this memorandum. 1. The City’s Economic Vitality Strategy emphasizes economic diversification, entrepreneurship, innovation, and sustainable growth. These are urgent necessities in Ukraine. Communities like Kopychyntsi are working to rebuild local economies, create opportunities for displaced populations, and transition toward more resilient and sustainable systems. In addition to economic development staff expertise, our region hosts a network of economic development organizations like the Bozeman Area Chamber of Commerce, the Prospera Business Network and the Northern Rocky Mountain Economic Development District, who can offer support and guidance in a variety of areas including infrastructure, education and workforce development, and supporting local businesses in the region around Kopychyntsi. 2. In the realm of governing and governance, the City of Bozeman is uniquely positioned to strengthen the Cities4Cities partnership with Kopychyntsi through coordinated leadership and institutional support at the City of Bozeman. Elected officials, city leadership and staff can all play a role by fostering direct peer-to-peer mentoring, sharing best practices in transparent governance, strategic planning, service delivery, and ensuring sustained administrative and community engagement. In partnership, Montana State University’s Local Government Center can provide technical assistance, training, and research-based guidance to support capacity building in areas such as public administration, community engagement, and resilient local governance, reinforcing democratic governance and local leadership in Kopychyntsi. 3. Our community educational institutions like Bozeman School District 7, Gallatin College and Montana State University are well-positioned to support the partnership between Bozeman and Kopychyntsi through meaningful educational exchange and capacity-building initiatives. Together, we can facilitate virtual student and faculty exchanges, share best practices in curriculum development, workforce training, physical space design, career and technical education, and provide professional development opportunities for educators in both communities. Gallatin College's focus on applied learning and workforce alignment, paired with Bozeman School District 7's commitment to K–12 excellence, creates a continuum of support that can help strengthen educational systems, promote cultural understanding, and contribute to long-term community resilience in Kopychyntsi. 4. Equally important is the opportunity to contribute in an area where Bozeman has emerged as a national leader: veteran reintegration. Ukraine is facing one of the most significant veteran reintegration challenges in modern history, as thousands of individuals transition from military service back into civilian life. Bozeman’s integrated approach, which includes combining judicial innovation through the V.E.T.S. [Veterans Eligible Treatment Services] Court, academic support through Montana State University’s Veterans Services, and a 167 3 network of nonprofit and healthcare partners, offers a model that is both comprehensive and adaptable. Sharing this model is not simply an act of support; it is an extension of work Bozeman is already doing, reinforcing its identity as a community that understands the long- term human impacts of conflict and the importance of coordinated, community-based solutions. This partnership is further strengthened by the fact that we have already worked together and have demonstrated success in support of Kopychyntsi. This relationship has taken tangible form through humanitarian efforts, volunteer exchanges, and institutional collaboration. Bozeman residents and professionals have traveled to Kopychyntsi to provide medical, architectural, and planning expertise, while Ukrainian leaders have engaged with Bozeman’s institutions, businesses, and civic organizations. These exchanges have resulted in real outcomes, from medical supply deliveries to collaborative development projects with Montana State University, demonstrating both the capacity and the commitment required to sustain meaningful partnerships. From a governance perspective, the structure of the Agreement on International Territorial Cooperation itself provides reassurance. The proposed cooperation framework is explicitly non-binding and does not create legal or financial obligations for either party. It is designed to facilitate voluntary collaboration, allowing the City to participate at a level consistent with its capacity and priorities. This ensures that Bozeman can engage strategically and responsibly, without incurring unintended commitments or diverting resources from local needs. Participation is expected to rely primarily on staff and community expertise and existing programs, with Cities4Cities providing coordination, interpretation, and logistical support. Beyond the immediate benefits, this partnership also represents a long-term investment in Bozeman’s global position. Cities that engage internationally are better positioned to attract talent, foster innovation, and build resilient economies. Through Cities4Cities, Bozeman strengthens its connections to international municipal networks, enhances its visibility as a center of excellence in local governance, and opens the door to future collaborations in education, business development, and cultural exchange. These create a strategic advantage that contributes directly to the City’s continued growth and competitiveness. Concurrently, there is a broader, values-based dimension to consider. Bozeman has consistently articulated its commitment to democratic governance, community resilience, and global citizenship. This partnership offers a concrete way to put those values into action. By engaging with Kopychyntsi, Bozeman is not only supporting a community facing challenges but also reinforcing the principles that underpin its own success. It is an opportunity to demonstrate that local leadership can have global impact, and that even mid-sized cities can play a meaningful role in addressing international challenges. Ultimately, the question before the Commission is not whether Bozeman has the capacity to participate in this partnership, but whether it is willing to lead in a pivotal moment. The Cities4Cities initiative presents a rare alignment of opportunity, capability, and values. It requires little financial investment, builds on existing relationships, and offers substantial returns in the form of knowledge exchange, global engagement, and community impact. 168 4 For these reasons, approval of the proposed resolution and partnership agreement with Kopychyntsi is recommended. In doing so, the City of Bozeman affirms its strategic priorities and its identity as a resilient, innovative, and outward-looking community, one that recognizes that the challenges facing cities today are shared, and that the solutions are best built together. This collaboration creates a durable framework for knowledge exchange, empowering both cities. If approved, next steps include planning for a visit from the Kopychyntsi delegation to Bozeman September 18 – 25, 2026 to formally sign the Agreement on International Territorial Cooperation and meet the Bozeman City Commission and other partners. One primary goal of the partnership is to provide a desired program model from a local partner organization in economic development, governing and governance, schools and education and veteran’s services paired with a committed long-term local mentor to support the implementation of the model in Kopychyntsi. UNRESOLVED ISSUES: None. ALTERNATIVES: As suggested by the Bozeman City Commission. FISCAL EFFECTS: None. ATTACHMENTS: 1) A Resolution of the City Commission of the City of Bozeman, Montana, authorizing the mayor to enter into an agreement on international territorial cooperation with Kopychyntsi Municipality, Ternopil, Region, Ukraine, through the Cities4Cities initiative 2) Agreement on Territorial Cooperation 3) Cities4Cities Proposal, December 12, 2025 4) Bridging Continents: Bozeman’s Lifeline to Kopychyntsi, Bogdan Kelichavyi 5) Kopychyntsi Community Profile – Cities4Cities 6) Kopychyntsi Community Profile - Wikipedia Report compiled on: April 7, 2026 169 RESOLUTION A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, AUTHORIZING THE MAYOR TO ENTER INTO AN AGREEMENT ON INTERNATIONAL TERRITORIAL COOPERATION WITH KOPYCHYNTSI MUNICIPALITY, TERNOPIL REGION, UKRAINE, THROUGH THE CITIES4CITIES INITIATIVE. WHEREAS, The City of Bozeman recognizes the importance of international cooperation between local governments to promote peace, mutual understanding, democratic governance, and sustainable development; and. WHEREAS, Cities4Cities is an international initiative that connects municipalities in the United States and other democratic nations with Ukrainian communities to foster institutional support, technical exchange, and long-term partnership; and WHEREAS, he Community of Kopychyntsi, Ternopil Oblast, Ukraine, has expressed interest in entering into a partnership with the City of Bozeman to promote cooperation in areas of mutual interest; and WHEREAS, the proposed Agreement on International Territorial Cooperation (Exhibit 1) establishes a framework for collaboration in areas including, but not limited to: • Local governance • Education • Cultural and artistic exchange • Veteran services • Economic development • Emergency management • Public health • Industry and trade • Agriculture • Science and technology • Environmental protection 170 • Sustainability • Investment and business development • Tourism development; and WHEREAS, the Agreement is non-binding in nature, does not create legal or financial obligations for either party, and provides a framework for voluntary cooperation and exchange; and WHEREAS, participation in this partnership aligns with the City of Bozeman’s values of global engagement, community resilience, sustainability, and democratic governance; NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, to wit: 1. The City Commission of the City of Bozeman hereby approves entering into an Agreement on International Territorial Cooperation with the Community of Kopychyntsi, Ternopil Oblast, Ukraine, under the Cities4Cities initiative. 2. The Mayor is authorized to execute the Agreement on behalf of the City of Bozeman in substantially the form presented, with such minor modifications as may be approved by the City Manager and City Attorney. 3. The City Manager and appropriate City staff are authorized to take all necessary administrative actions to implement the intent of this Resolution. 4. Nothing in this Resolution or the associated Agreement shall obligate the City of Bozeman to expend funds unless separately approved by the City Commission in accordance with applicable law and budget procedures. PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 21st day of April, 2026. ___________________________________ JOEY MORRISON Mayor ATTEST: 171 ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: ___________________________________ GREG SULLIVAN City Attorney 172 1 Agreement on International Territorial Cooperation Kopychyntsi Municipality, Ternopil Region, Ukraine (hereinafter referred to as the Party 1) and City of Bozeman, Montana, United States of America (hereinafter referred to as the Party 2), hereinafter jointly referred to as the Parties, taking into account the provisions guided by the provisions of the European Outline Convention on Transfrontier Co-operation between Territorial Communities or Authorities, adopted by the Council of Europe on 21 May 1980 in Madrid, and the Additional Protocols thereto, based on their mutual interest in deepening, strengthening and expanding international territorial cooperation between the Parties, excluding any interference in the internal affairs of states, respecting human rights and fundamental freedoms, guided by the rule-of-law principles, good governance, voluntariness, equality, transparency and openness, mutually beneficial cooperation and partnership, and mutual responsibility for its results, have entered into this Agreement as follows: Article 1 1. This Agreement defines the legal, organizational, economic and other issues of international territorial cooperation between the Parties. 2. The purpose of this Agreement is to develop and/or deepen international territorial cooperation and understanding (interterritorial, transboundary, transnational) in the relevant areas provided for in Article 2 of this Agreement and partnership between the Parties. Article 2 1. Cooperation between the Parties may be carried out in the following areas: • local governance • education • cultural and art • veteran services • economic development • emergency management • public health • industry and trade • agriculture • science and technology • environmental protection 173 2 • sustainability • investment and business development • development of tourism 2. The Parties may cooperate in other areas that will be of common interest to the Parties, taking into account the principle of partnership and mutual benefit. Article 3 1. The Parties shall carry out cooperation within the framework of this Agreement in accordance with the current national legislation of Ukraine and the cities of the Parties and within the competence of the subjects and/or participants of international territorial cooperation. 2. The Parties shall notify each other in advance of changes in legislation of the Parties that may affect the provisions of this Agreement. Article 4 1. Each Party acknowledges that this agreement of cooperation does not represent any legal commitment by either Party. Article 5 1. In order to implement the provisions of this Agreement, the Parties may develop and implement joint initiatives, events, projects, programs and strategies in individual areas. 2. The Parties shall take the necessary measures to attract financial instruments available to the Parties in order to implement joint initiatives. 1. 3. Each Party shall also separately implement the necessary measures to implement the provisions of this Agreement. 2. 3. 4. Each Party acknowledges that this agreement of cooperation does not require any financial commitment by either Party. Article 6 1. The Parties shall, if necessary, develop and agree on annual cooperation plans in accordance with the provisions of this Agreement. 2. The Parties shall conduct, as necessary, bilateral consultations on issues of implementing the provisions of this Agreement and annual cooperation plans concluded on its basis. 174 3 Article 7 1. The Parties shall exchange information and experience in the areas defined by the Agreement, as well as on other issues of mutual interest to them. 2. The Parties shall hold annual meetings to assess progress in implementing the provisions of this Agreement. Article 9 1. This Agreement shall become effective as of the date of its execution by the Parties and shall be valid for 2 years. 2. This Agreement shall be terminated at any time after one of the Parties receives written notice from the other Party of its intention to terminate this Agreement. 3. Termination of this Agreement shall not affect the performance by the Parties of outstanding agreements unless the Parties agree otherwise in writing. 4. In the event that the term of this Agreement expires and neither Party has notified the other of its intention to terminate this Agreement, its term shall be automatically extended until such time that one Party provides written notice to the other Party of the termination of the agreement. 5. Changes and/or additions to this Agreement shall be made by mutual written consent of the Parties and shall be executed by additional agreements that are an integral part of this Agreement. 6. Amendments and/or additions to this Agreement shall be made upon written agreement by both Parties. 7. Disagreements regarding the interpretation or application of the provisions of this Agreement shall be resolved through consultations between the Parties. Executed on behalf of the: Kopychyntsi Municipality, Ternopil Region, Ukraine (name of the subject / participant of international territorial cooperation of Ukraine) Mayor, Bogdan Kelichavyi (name, surname) 175 4 _______________________________________________ (date and signature) AND on behalf of: The City of Bozeman, Montana, United States of America (name of authority / entity of foreign city) Mayor, Joey Morrison_____________________________ (name, surname) _______________________________________________ (date and signature) 176 1 REPORT TO: Chuck Winn, City Manager FROM: Brit Fontenot, Economic Development Director SUBJECT: Proposal to Partner with Cities4Cities to Support Knowledge and Experience Exchange with Ukrainian Communities MEMO DATE: December 12, 2025 Introduction Bozeman is uniquely positioned, strategically, operationally, and ethically, to play a meaningful role in supporting a Ukrainian municipality through the Cities4Cities partnership. The initiative helps Ukrainian communities establish inter-municipal partnerships with municipalities from European countries and the United States. Our Economic Development Department’s expertise, our Directors' personal in-country experience, and Bozeman’s demonstrated commitment to veterans’ reintegration and community resilience collectively form a powerful foundation for international collaboration. This engagement is not only aligned with our Economic Vitality Strategy (EVS) but also advances Bozeman’s values of equitable growth, innovation, resilience, and good global citizenship. The Director maintains these and other international relationships through his participation in ICMA as a member of the Global Committee. It is in this context that the Cities4Cities opportunity was presented to the Global Committee at the 2025 Annual ICMA Conference in Tampa, Florida. The conference was also attended by many Ukrainian local government leaders seeking expertise in these specific areas. I am seeking your authorization to proceed with creating a Cities4Cities connection between Bozeman and a Ukrainian community. There is minimal investment except in time, mostly by the Director, and perhaps a few others in the organization who could offer expertise on a particular topic, like sustainability. The remainder of this memo attempts to describe the “why?” 1. Bozeman’s Economic Development Director Brings Personal, Relevant, On-the- Ground Experience in Ukraine 177 2 Economic Development Director Brit Fontenot has built trusted professional relationships within Ukraine. His participation in the International City Managers Association’s (ICMA) Kyiv conference and subsequent connections with Bogdan Kelichavyi, now the Mayor of Kopychyntsi, created a channel for collaboration in economic development. This, and other relationships in Ukraine, remain critical lifelines for supporting the growing economic development, infrastructure, sustainability, community resiliency, and returning veterans' needs. The Director’s presentations delivered in Kyiv in 2018 demonstrated Bozeman’s thought leadership in: a. investor engagement and community readiness b. local economic strategy design, including clarity of focus, innovation culture, and infrastructure-driven development c. entrepreneurship ecosystem building and talent pipeline development These are precisely the systems Ukrainian municipalities need to rebuild and adapt as they move toward post-war recovery. Bozeman already has credibility and trust on the ground in Ukraine, an advantage few U.S. communities possess. 2. Ukrainian Cities’ Needs Strongly Align with Bozeman’s Economic Vitality Strategy Cities4Cities communities, including Teofipol, Boyarka, and Savynska, seek guidance in areas where Bozeman has deep contemporary expertise: a. Economic Diversification & Traded-Sector Development Bozeman’s EVS emphasizes the development of traded-sector clusters, photonics, software, specialty manufacturing, biotechnology, outdoor products, and climate technology, to strengthen economic resilience and raise local wages. Additionally, Ukrainian municipalities, many affected by conflict, seek pathways to diversify beyond legacy industries and stabilize local economies. b. Entrepreneurship & Small Business Ecosystem Development The EVS prioritizes enhancing small business ecosystems, seeing them as engines for wealth creation, innovation, and regional resilience. Ukrainian communities such as Boyarka specifically seek youth entrepreneurship, small and medium-sized enterprise 178 3 or SME development, innovation, and culture building, areas where Bozeman has proven methodologies, support networks, and models to share. c. Climate Resilience & Renewable Energy Planning Teofipol and other Ukrainian municipalities are pursuing sustainable energy transitions and resilience planning. Bozeman’s Climate Plan and EVS emphasize climate-tech innovation, sustainable infrastructure, and resilience building, positioning us as a knowledgeable partner for communities designing long-term green recovery strategies d. Holistic Community Infrastructure Planning Ukraine’s communities are eager for guidance on: • integrated territorial planning • infrastructure reconstruction • sustainable development • community engagement models The EVS provides a nationally recognized framework for place-based planning, infrastructure-led development, workforce systems, and quality-of-life investments that directly translate to their needs. 3. Bozeman’s Leadership in Veteran Reintegration (V.E.T.S.) Directly Overlaps with Ukrainian Recovery Needs Ukraine will face one of the most significant veteran reintegration challenges of the 21st century. Our community has a uniquely robust ecosystem of veteran-support services, public, nonprofit, clinical, and entrepreneurial: a. Bozeman V.E.T.S. (Veterans Eligible Treatment Services) Court, addressing mental health, PTSD, and substance recovery through structured reintegration support b. Montana State University Veterans Center, offering career development, counseling, and academic support c. Local nonprofits such as Warriors & Quiet Waters, Talons Reach, and Heroes for Horses, addressing trauma, skills development, and holistic recovery 179 4 d. A growing entrepreneurial ecosystem well-suited for veterans transitioning to new career pathways e. Local VA medical resources, including mental health services These systems mirror the top priorities identified by Cities4Cities communities, especially Savynska, whose needs expressly include social, psychological, and professional services for veterans and families after traumatic conflict exposure. Bozeman is not merely a city with veteran programs; it is a model of how local government coordinates with universities, nonprofits, courts, businesses, and federal partners to support veterans’ long-term well-being. This is exactly the multi-sector model Ukrainian municipalities hope to emulate. 4. Bozeman Can Offer Structured Knowledge Transfer Using Proven Frameworks Bozeman’s Economic Development Strategy provides a replicable framework for international municipal capacity building: a. Clear Vision & Values Equitable economic growth, sustainability, innovation, and small business development form the core of Bozeman’s EVS vision, principles directly relevant to Ukraine’s reconstruction. b. Actionable Goals & Principles The EVS outlines tangible goals, providing opportunity, supporting a diverse economy, and building a resilient region, supported by measurable outcomes and partnership- driven implementation. Ukrainian municipalities can adopt these same frameworks for clarity and traction. c. Sector-Based Planning and Talent Development Bozeman’s tight integration between MSU, workforce programs, and industry clusters offers Ukrainian communities a blueprint for rebuilding around modern employment ecosystems. d. Innovation and Entrepreneurial Culture 180 5 Bozeman’s “write your own story” narrative, shared previously with Ukrainian audiences, is a powerful message for communities rebuilding after conflict, encouraging agency, resilience, and forward-looking economic design. 5. Participation Enhances Bozeman’s Own Economic, Civic, and Global Leadership Goals Supporting Ukraine through Cities4Cities aligns directly with Bozeman’s strategic priorities: a. Strengthens Bozeman’s Global Leadership in Local Government Innovation As a member of the ICMA Global Committee, the department director’s engagement raises Bozeman’s profile as a center of municipal excellence and increases national/international recognition. b. Builds International Bridges for Business, Education, and Cultural Exchange Such partnerships often lead to: • student exchanges • university research collaboration • climate and energy pilot projects • bilateral entrepreneurship programs • cultural and civic diplomacy c. Reinforces Bozeman’s Commitment to Supporting Veterans at Home By helping Ukraine, Bozeman further solidifies its identity as a city that understands the cost of conflict and the importance of community-centered reintegration systems. d. Requires Minimal Financial Commitment While Leveraging Existing Expertise Cities4Cities provides partnership facilitation, interpretation, and structure—including kickoff meetings, planning support, and ongoing guidance—lowering administrative burden and maximizing impact. 6. This Partnership Represents a Mutually Beneficial Strategic Collaboration Bozeman stands to gain: 181 6 a. New ideas and comparative insights from communities rebuilding under extraordinary adversity. b. Strengthened networks through ICMA and European municipal partnerships. c. Enhanced cultural competence and global awareness for staff, elected officials, and residents. d. Positioning Bozeman as a model mid-sized U.S. city committed to democracy, resilience, and international cooperation. Ukrainian communities stand to gain: a. expertise in economic diversification b. models for veteran reintegration c. climate resilience planning d. entrepreneurial ecosystem development e. long-term community revitalization strategies This is the definition of a productive, forward-looking, values-aligned municipal partnership. 7. Bozeman Should Seize This Opportunity In summary, I am seeking your authorization to proceed with creating a Cities4Cities connection between Bozeman and a Ukrainian community. Bozeman has the expertise, the experience, the relationships, and the values to make a meaningful contribution to Ukrainian communities through the Cities4Cities program. No other municipality in Montana is as well-positioned to do so. By joining this partnership, Bozeman will: a. advance its Economic Vitality Strategy priorities b. leverage its nationally recognized veteran-support systems c. fulfill its global leadership commitments through ICMA d. strengthen its international networks e. contribute to rebuilding democratic, resilient communities abroad 182 7 This partnership honors who we are as a city—and who we aspire to be. Colin Beheydt is the City Manager of Bruges, Belgium. Bruges is a Cities4Cities partner, and Colin has offered to discuss his experiences and the value proposition with management and/or elected officials. I encourage you to make that connection. Contact and Reference Colin Beheydt City Manager City of Bruges Burg 12, 8000 Bruges, Belgium 0032 050 44 80 95 Colin.Beheydt@brugge.be www.brugge.be 183 8 City of Bozeman/Cities4Cities Proposal Talking Points Why This Matters • Ukraine’s recovery will be led by cities, just like Bozeman’s economic success is locally driven. • Cities4Cities is about knowledge exchange, not aid—sharing what works. Why Bozeman • Our Economic Development Director has direct, on-the-ground experience working with Ukrainian communities through ICMA. • Bozeman already has trust and relationships in Ukraine—this isn’t starting from zero. • Our Economic Vitality Strategy is exactly the kind of framework Ukrainian cities are asking for. Veteran Reintegration • Ukraine will face one of the largest veteran reintegration efforts in modern history. • Bozeman’s veteran ecosystem, courts, MSU, nonprofits, healthcare, and entrepreneurship is a model other cities want to learn from. Strategic Fit • This aligns with Bozeman’s priorities: resilience, innovation, equity, and long- term economic health. • It supports our ICMA global leadership role without diverting resources from local priorities. Risk & Cost • Cities4Cities provides facilitation and interpretation; our role is primarily staff expertise. • This is a low-cost, high-impact engagement using knowledge we already have. 184 9 Conclusion • Bozeman is uniquely positioned to help and to learn. • This partnership reflects who we are as a city: resilient, collaborative, and forward-looking. 185 Bridging Continents: Bozeman's Lifeline to Kopychyntsi Bogdan Kelichavyi, Mayor of Kopychyntsi (Ukraine) 186 OCTOBER 2021 Second meeting with Brit Fontenot, Director of Economic Development for the City of Bozeman, Montana Meeting at the ICMA annual conference 187 Our first interview after the full-scale invasion 188 Fundraising in Bozeman Through the efforts of Brit Fontenot a fundraising event was held on April 3, 2022, to support the work of the humanitarian headquarters of the Kopychyntsi community. 189 Volunteers from Bozeman arrived in Kopychyntsi Seven volunteers from sister city Bozeman, Montana are spending 11 days in Kopychyntsi. The group includes medical professionals, architects, and project managers who previously organized fundraising and sent medical supplies to Ukraine, and are now contributing hands-on support. 190 Some of the volunteers stayed for two weeks in Kopychyntsi, focusing on architecture (designing restoration plans for vacant buildings) and medicine (organizing medical supply deliveries and doctor exchange programs) 191 During a short but packed visit to Bozeman in September 2022, we met the mayor, city manager, business club, hospital, fire station, wheelchair manufacturing organization, and a wood/metal processing company. Visiting Bozeman Additionally: four school meetings, two at the university, two with NGOs, and three with media agencies. 192 In October of 2022 Rob and Katy from Bozeman visited Kopychyntsi to deliver medical supplies and volunteer. Rob teaches at the University of Montana and works on wildlife crossings over highways, while Katy is a paramedic who recently started working at NASA. Though they didn't know each other a month ago, they used their free time to support Ukraine. Delivering aid from Ukraine Relief Effort 193 Michael Behm moves to Kopychyntsi JANUARY 2023 Michael, a 32-year-old architect from Bozeman, returned again to deliver humanitarian aid to the hospital and decided to stay in Ukraine to apply his skills to support community and national development. 194 WATCH ON YOUTUBE: youtube.com/watch?v=Ieg8DL3l3kQ Regional TC channel covered Michael’s story Instead of Montana – Kopychynt s i : an American will live in the Ternop i l region 195 Once again greeting friends from Bozeman in Kopychyntsi MARCH 2023 Some volunteers are visiting Kopychyntsi for the first time, others for the second time, Michael has been living there for two months, and Brit arrived with a one-way ticket. 196 Receiving medical equipment from Ukraine Relief Effort Bozeman MARCH 2023 Medical supplies received including a modern portable defibrillator to improve healthcare quality at Kopychyntsi hospital. 197 Ukraine Relief Effort renovated an ambulance room into a space for better patient care in Kopychyntsi Hospital BEFORE AFTER 198 Second hospital room renovations BEFORE AFTER 199 Cooperation between Kopychyntsi and Montana State University NOVEMBER 2023 Architecture students from Montana State University in Bozeman designed development projects for Ukrainian towns focused on integrating internally displaced persons. Created through collaboration between Kopychyntsi Mayor, MSU professors, architects, and volunteers, The exhibition is now displayed at City Council. WATCH ON FACEBOOK: facebook.com/watch/?v=708039070891259 200 "Mustang" installed in Kopychyntsi FEBRUARY 2024 A "Mustang" sculpture by renowned American sculptor Jim Dolan was installed in Kopychyntsi as a gift from the city Bozeman, USA. The sculpture symbolizes the strength and resilience of the Ukrainian people. This is the first Jim Dolan sculpture in Europe (others exist only in Bozeman and Osaka, Japan). Ukraine Relief Effort paid for the sculpture's delivery from the USA. 201 Watch how the sculpture arrived together with other donations WATCH ON FACEBOOK: facebook.com/reel/401183735815239 202 Michael Bahm found his love in Kopychyntsi The couple got married and moved back to Montana, where they've since had twin babies, a wonderful testament to our cities' cooperation. 203 THANK YOU FOR THE SUPPORT Let’s continue building together 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220