HomeMy WebLinkAbout26 - CLG Grant Application1
Memorandum
To: Historic Preservation Officers
From: Kate Hampton, CLG Coordinator
Date: January 26, 2026
Re: CLG Grant Application for 2026-2027
For this grant cycle, because of the delay in Congress’ appropriation of the Historic Preservation Fund (HPF), our
CLG passthrough grant period of performance will shift – commencing May 1, 2026 and running through April 30,
2027.
We ask that grant recipients submit the reports and requests for reimbursement twice during the grant period. The
first report and request for reimbursement will reflect work and expenses incurred during the first five months of the
grant period – from May 1, 2026 – September 30, 2026. The first report will be due on October 31, 2026. The final
report will reflect work and expenses incurred during the last seven months of the grant period – from October 1,
2026 – April 30, 2027.
Please remember to provide sufficient documentation to determine the allowability of the charges reimbursed,
including pay stubs, invoices, donated services forms with original signatures, and other supporting documents.
Please note new application submittal procedures on page 2 of this memorandum.
Requests to reimburse the full amount of funding can be submitted with the first progress report, as long as sufficient
activity and match has been documented.
2026-2027 Schedule – Dates to Remember
February 17, 2026 Announcement of Funds
March 16, 2026 CLG Grant Applications Due to SHPO
Upon Receipt and Approval SHPO Mails CLG Agreements for Signatures
April 15, 2026 Both Signed Agreements to SHPO
May 1, 2026 12-Month Funding Cycle Begins
September 30, 2026 Close of First Reporting Period (5 months into grant period)
October 31, 2026 First Progress Report & Request for Reimbursement due
April 30, 2027 Funding Cycle Ends
May 31, 2027 Final Progress Report and Request for Reimbursement due
Grant for 2026-2027:
In late January 2026, Congress passed and the president signed the appropriations bill that includes Historic
Preservation Fund (HPF) allocations. As usual, the announcement for SHPO to apply for these federal funds has not
been released. These CLG passthrough grants are dependent upon SHPO’s application for and receipt of its annual
HPF funding. As with previous agreements, the contracts will include a clause indicating that the contracted funds are
dependent on the SHPO’s receipt of HPF funding.
We anticipate offering annual grants for up to $6000.
CLG Program Grant Application Due: March 16, 2026
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HOW TO SUBMIT THE APPLICATION
Digital application materials are accepted via the Montana SHPO portal. Applicants must submit the application and
all supporting materials through SHPO’s Cultural Resource Database by 11:59 PM on the due date.
Prepare Files/Naming Requirements Save and submit the application and supporting documents as a single pdf file
titled along this format: CLG [local government name] [grant year][short description]. For example: “CLG Missoula 26-
27 Application”
Upload Files
Step 1: Create a State of Montana file transfer account or use your existing account.
Step 2:
• Upload your CLG Application by visiting the Montana Cultural Resource Database portal
https://svc.mt.gov/adsams/
• Log in to your State of Montana Account
Step 3
• On the Document Submission Page Select SHPO Grant Application option from the Submission Type
dropdown list.
• Type CLG in the Agency and select the LOCAL/PLANNING/CLG option from the dropdown list.
• Leave Agency Document Number blank
• Type in your Project Name “CLG [local government name] 26-27”
• Leave Project Access Emails blank
Step 3
• Add CLG Application into the Documents Container provided
• Select the Submit Button
• Do not close your browser window until you see the blue “Processing Complete” box for each document you
submitted.
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NOTES AND REMINDERS FOR ALL APPLICANTS:
1. Please explain for what project you plan to use your CLG subgrant, and what products will be produced.
2. Remember annual CLG training is required. At least one person from each CLG’s preservation program must
attend a SHPO-approved training between May 1, 2026 and April 30, 2027.
3. The state mileage rate is $0.725 per mile. The lodging reimbursement rate is $110.00 per night plus taxes (may
vary by location, check with SHPO for rates).
4. Volunteer time reimbursement rate is $32.15 (unless a person is volunteering their time in an official professional
capacity; then they can record their regular professional services pay rate. This rate shall not exceed the
maximum daily rate of compensation in the Federal Civil Service equal to 120 percent of a GS-15, step 10 salary
(According to FederalPay.org as of January 2026, up to a maximum $110.96/hr., in place of the volunteer rate).
5. Please attach a list of the historic preservation board members, their professional discipline or citizen
membership, term (year ending) and contact information (include email addresses if available). Please notify us
of any changes that have occurred. If you have new board members, please send us their current resume for our
record.
6. Please continue submitting your meeting minutes with your progress reports. They have been very helpful with
our reporting requirements. Agendas are helpful but not necessary.
7. For CLGs that have design review responsibilities, please track the number of reviews you complete over the
course of the grant period.
8. In the Scope of Work, please tie your tasks to your local government’s and/or historic preservation commission’s
Preservation Plan. If not, please explain why.
9. Consider looking to other state and federal grants to supplement your program. Remember, the SHPO CLG grant
cannot be used as federal match, or vice versa.
Annual CLG Program Funding
We anticipate 14 Montana communities will apply for CLG subgrants this grant cycle. Each year, we are required by
the National Park Service to pass-through at least 10% of our annual funding to CLGs. This coming year, we anticipate
allocating $82,000 to the CLGs via annual grants. Investment in the CLG program is not only a wise use of our funds
but crucial to preservation efforts in our state, and we will continue to look for opportunities to increase CLG funding.
We stress public outreach in the CLG program. Please continue your outreach programs and develop new ones to
involve all ages in your community. Please also consider programs and projects that have tangible/measurable
outcomes.
Please provide a copy of this correspondence to your CLG Board or Commission for their review and assistance.
The application form requires a copy of your meeting minutes that confirm your application was discussed and
approved by the Board/Commission.
Please verify the current UEI and Tax ID numbers for your organization, or the organization through which you
receive your payments. (your CLG local government)
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Guidelines for 2026-2027 CLG Grant Eligibility
CLG guidelines include the following:
1. CLG program grants must be matched on at least a 60/40 basis, cash and/or in-kind.
2. All CLGs must maintain a historic preservation commission that meets at least quarterly.
3. Maximum grant amount of $6,000.00 can be used towards projects directly associated with the local historic
preservation program. Grant expenditures on SHPO-approved, tangible/measurable projects strongly
preferred. Matching funds and grant fund expenditures may also include HPO salaries.
Overhead/administrative costs should not exceed 25% of the grant or matching funds. Check with SHPO to
ensure your proposed project qualifies for funding under the grant. Bricks and mortar projects must meet SOI standards, benefit a NR-listed property, and complete Section 106 and NEPA review prior to the
beginning of the project. Minimum match is $4,000.00, and match above minimum is always greatly
appreciated.
4. CLGs must submit a Six-Month Progress Report and a Final Report, including meeting minutes, and Requests
for Reimbursement that meet documentation and reporting requirements and are delivered on-time.
5. Unspent CLG funds revert to SHPO. Reverting funds may jeopardize the CLG’s future funding.
For more guidance on administering CLG funds in Montana, please refer to the Montana Certified Local Government
Manual, https://mhs.mt.gov/Shpo/docs/CLG_Manual.pdf, as well as the NPS Historic Preservation Fund Grants
Manual, https://dpnr.vi.gov/wp-content/uploads/2021/02/HPF_-Grants-Manual-419-Pages.pdf
Components of 2026-2027 Complete Grant Application
1. Completed CLG Application form, including:
a. Contact information
b. Scope of work
c. Detailed budget table
d. Sources of revenue/funding
e. Signed CLG and Commission form
2. List of current CLG Commission members (including contact information, i.e. email)
3. An electronic version of the Preservation Plan. Either a link to where the plan is available on the web or via
email to Kate.
4. Tax ID and UEI Number.
If you have any questions regarding this application, please contact us:
CLG Program and financial Inquiries:
Kate Hampton
406-444-7742
khampton@mt.gov
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Certified Local Government
Grant Application
For the grant period
May 1, 2026 to April 31, 2027
Application Deadline
March 16, 2026
Montana State Historic Preservation Office
PO Box 201202
Helena, MT 59620-1202
(406) 444-7715
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2026-2027 GRANT APPLICATION
CERTIFIED LOCAL GOVERNMENT PROGRAM
Certified Local Government: ___City of Bozeman_______________________________________
Address: _121 N. Rouse Avenue, Bozeman, MT 59715___________________________________
Contact Person: __Sarah Rosenberg, Historic Preservation Officer_________________________
Tax ID: __81-6001238____________________________________________________________
Unique Entity Identifier (UEI): _____________________________________________________
Period of Grant Request: May 1, 2026 to April 31, 2027
Scope of Work: The National Park Service asks we grant funds to CLGs for kinds and levels of work that reflect
increasing sophistication, skills, and roles by the Preservation Officers, in other words, tasks that reflect improvement
in community thinking. For this section, please itemize special projects, products or projects starting or completing,
meetings to be attended, regular work duties, etc., and specifically, ways in which the federal grant funds will help a
project or program beneficial to the growth and development of the local program. Please tie your tasks to your
community’s Preservation Plan. If not, please explain.
(❒ Check if Scope of Work is continued on additional pages.)
The City of Bozeman Historic Preservation Program is well established and continues to reinvest in preservation
activities. The program was created in 1991 with the establishment of the Neighborhood Conservation Overlay
District (NCOD) and adoption of historic preservation regulations as outlined in Section 38.340 of the Bozeman
Municipal Code. The City of Bozeman does not have a Historic Preservation Plan but uses this section of code along
with supporting reports and city documents to help guide the future of the program. The program is housed under
the Community Development Department.
The NCOD and historic preservation regulations require additional planning review for any property within the NCOD
through certificate of appropriateness (COA) applications. In 2025, there were 78 applications received. Each of these
COA applications are reviewed administratively by the Historic Preservation Officer and Planning Staff and have no
design review by the Historic Preservation Advisory Board (HPAB).
Since 2023, the City of Bozeman has been working on revamping the historic preservation program including
amending associated historic preservation code language and creating a local landmark program. The City hired
consultant firm, Community Planning Collaborative, to assist in implementing the changes. The original budget was
for $86,258.00 from fall 2023 – summer 2025. Due to some minor setbacks and a slight change in the scope, the
contract was amended, and budget increased an additional $71,644.33 with a termination date of June 30, 2026.
The ”Landmark Project” is divided into two phases. The first phase focused on research and community engagement
that resulted in policy recommendations. This Phase 1 Report was adopted by the City Commission in May 2025.
Phase 2 kicked off late summer 2025 which is implanting the policy recommendations including creating the
categories and nomination process for the Local Landmark Program and revising code language related to chapter 38
(NCOD and COA process) and chapter 2 (Historic Preservation Advisory Board). The project team is currently working
on the draft language and providing training opportunities to HPAB over the next several months so that when the
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draft code comes to them for review, they have a solid foundation to provide comments and input. Ultimately, the
final code language required adoption by the City Commission.
Related to the Landmark Project and direction that came from the City Commission when adopting the Phase 1
report was to update the NCOD Design Guidelines to ensure that there is consistency between the two projects. The
design guidelines were originally adopted in 2006, had a minor update in 2015, and apply to properties within the
NCOD. The current guidelines provide general directions about the design of changes to existing structures,
additions, new construction, and site work. The City hired the Lakota Group as the consultants to provide their
services to update the design guidelines. The contract was approved by the City Commission on October 28, 2025,
with a budget of $29,985.00.
Both projects will continue to provide ample community engagement opportunities and review by HPAB. It is
expected that these projects will run in tandem with final adoption early winter 2027.
HPAB continues to meet monthly. Over 2025, they participated in the Landmark Project, hosted Historic Preservation
Month events in May, and held a Preservation Awards ceremony in November 2025. The board members continue
their dedication to promoting the historic preservation program.
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BUDGET
5-1-2026 to
4-31-2027 Budget
Cash Amount Cash Source In-kind
Amount
In-kind Source Total
A. Salaries, Wages,
Benefits
B. Office Rental
C. Equipment
D. Supplies &
Materials
Itemize major
categories
E. Postage
F. Telephone
& Internet
G. Photocopies
H. Preservation
Commission
Number of hours X
* rate X number of
members X number of
meetings
I. Volunteers
Hours X * rate X
number of volunteers.
2 hours
$32.15/hr
7 members
12 meetings
HPAB advisory
board
$5401.20
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J. Travel Mileage
Number of miles X
$0.725. Include funds
for HPO and/or
Commissioners to
attend CLG annual
training
K. Travel Meals
# of Meals X rate:
Breakfast - $11.20
Lunch - $13.30
Dinner - $19.60
L. Lodging
$110.00 plus tax
X number of nights
M. Project (s)
Expenses – fully
itemized
N. Other Expenses –
fully itemized.
Landmark
Project
consultant
budget:
$71,644.33
NCOD Design
Guidelines
consultant
budget:
$29,985.00
CI $101,629.33
M. Total Expenses
$204,644.93
SOURCE KEY:
F-Federal
CI-City
CO-County
NP- Private/Non-Profit
* Federally approved minimum rate for volunteers is $32.15 per hour.
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SOURCES OF REVENUE/FUNDING AMOUNT
Itemized Cash Match Source
_Community Planning Collaborative consultant services contract __$71,644.33____
_The Lakota Group consultant services contract____ __$29,985.00____
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
Itemized In-Kind Match Source
_Historic Preservation Advisory Board meetings________ __$5401.20_____
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
________________________________________________ ______________
Federal HPF Grant Request from SHPO
__CLG Grant_____________________________________ __$6000_______
TOTAL REVENUE __$113,030.53
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Certified Local Government
Historic Preservation Commission Chairperson or President
Signature ________________________________________ Date _________________________
Name (typed) ___________________________________________________________________
Address _______________________________________________________________________
Telephone _____________________________________________________________________
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
Certified Local Government
Chief Elected Official
Signature ________________________________________ Date _________________________
Name (typed) ___________________________________________________________________
Title __________________________________________________________________________
Address _______________________________________________________________________
Telephone _____________________________________________________________________
(The local government administrator may sign in addition to the Chief Elected Official.)
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * ** * * * * *
Certified Local Government
Historic Preservation Officer
Signature _________________________________________ Date ________________________
Name (typed) ___________________________________________________________________
Address _______________________________________________________________________
Telephone _____________________________________________________________________
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
Please attach the meeting minutes (or an alternate way in writing) at which your application was discussed and
approved by the Preservation Board/Commission.
Please attach a list of the historic preservation board members’ names citizen membership, terms (year ending), their
professional discipline or status as a citizen member on the board, and contact information.
Docusign Envelope ID: 8698B984-9782-4BDE-AB4D-9074620DC2A5
Sarah Rosenberg
20 E Olive Street, Bozeman, MT 59715
3/11/2026
406-582-2286
3/27/2026
1401 Idaho St., Unit A, Belgrade, MT 59714
Chelsea Holling
406-465-3281
Mayor
Joey Morrison
121 N Rouse Ave, Bozeman, MT, 59715
3/28/2026
4065799280