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HomeMy WebLinkAbout08-04-2026- City Commission Agendas & Packet MaterialsA.Call to Order - EARLY START TIME of 2:00 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.Public Service Announcements E.FYI F.Commission Disclosures THE CITY COMMISSION OF BOZEMAN, MONTANA SPECIAL MEETING AGENDA Tuesday, August 4, 2026 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. Adaptive listening devices and handheld microphones are available for use by audience members upon request. How to Participate: If you are interested in commenting in writing on items on the agenda please send an email to comments@bozemanmt.gov 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 and oral comments are usually limited to three (3) minutes. 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 G. Consent G.1 Formal Cancellation of the August 11, 2026, Regular City Commission Meeting (Maas) G.2 Accounts Payable Claims Review and Approval (Edwards) G.3 Authorize the City Manager to Sign a Notice of Award and Final Contract Documents, Once Received, to Elevation Excavation for Construction of the Bozeman Bicycle and Pedestrian Paths Transportation Alternatives Project(Gamradt) G.4 Authorize the City Manager to Sign a Maintenance Agreement with the Montana Department of Transportation for the Bridger Point Master Site Plan Project(Lonsdale) G.5 Authorize City Manager to Sign a Professional Services Agreement with Montana Legal Services Association to implement and provide legal services to residential tenants in Bozeman under the City's Bozeman Tenant Right to Counsel Program.(Rowley ) G.6 Authorize the City Manager to Sign a Term Contract with Cascadia Partners, LLC for Economic Development Services(DiTommaso) G.7 Authorize the City Manager to sign Amendment 1 to the Professional Services Agreement with Advanced Engineering and Environmental Services, LLC (AE2S) for the Pressure Reducing Valve Phase 1 Upgrade Project(Nielsen) G.8 Authorize the City Manager to sign Amendment 1 to the Professional Services Agreement with Advanced Engineering and Environmental Services, LLC (AE2S) for the Integrated Water Resource Plan Update(Nielsen) G.9 Authorize the City Manager to Sign Task Order 5 with Cushing Terrell for Analysis of a Housing Site in the Turnrow Subdivision(Fine) G.10 Resolution Authorizing Change Order No. 5 with CK May Excavating, Inc. For the 2024 Street and Utility Improvements Project(Johnson) G.11 Resolution, Adoption of the 133 Maus Lane Annexation, Annexing 5.13 acres Including Adjacent Right-of-Way, Application 25213(Rogers) G.12 Resolution, Adoption of the 1071 Story Mill Road Annexation, Annexing 1.173 acres, Application 25525(Rogers) G.13 Ordinance, Provisional Adoption, Establishing Zoning Designations of M-1, Light Manufacturing, in Association with the Annexation of 5.13 Acres, the 133 Maus Lane Annexation, Application 25213(Rogers) G.14 Ordinance, Provisional Adoption, Establishing a Zoning Designation of R-1, Residential Low- Density District, in Association with the Annexation of 1.173 Acres, the 1071 Story Mill Road Annexation, Application 25525(Rogers) 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. 2 G.15 Ordinance Final Adoption Dissolving Department of Strategic Services and Creating Department of Communications & Engagement(Winn) H. Consent II: Items Acted Upon Without Prior Unanimous Approval H.1 Resolution, Adoption of the 5211 Baxter Lane Annexation, Annexing 163.9 acres. The Property is Generally Located on the Northwest Corner of Baxter Lane and Harper Pucket Road, Application 24570(Rogers) H.2 Ordinance, Provisional Adoption, Establishing Zoning Designations of R-5 (RD), Residential High Density Mixed District, and R-3 (RB), Residential Medium-Density District, in Association with the Annexation of 163.9 Acres, the 5211 Baxter Lane Annexation, Generally Located at the Northwest Corner of Baxter Lane and Harper Pucket Road, Application 24570(Rogers) I. Public Comment on Non-agenda Items Falling Within the Purview and Jurisdiction of the Commission J. Special Presentation J.1 National Community Survey Special Presentation(Clark) K. Work Session K.1 Community Housing Work Session(Guyer) L. Appointments L.1 Appointment to the Board of Ethics (Maas) M. Action Items Public comment on items within the Consent II 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 (3) minutes. Written comments can be located in the Public Comment Repository. Special presentations typically have neither public nor City Commission comment. Public comment on all work sessions will be called for prior to the City Commission conducting discussion. Oral comments are usually limited to three (3) minutes. Public comment will be called for on all appointments prior to City Commission voting. Oral comments are usually limited to three (3) minutes. Consider the Motion: I move to appoint one member to the Board of Ethics with terms expiring July 31, 2028. 3 M.1 Authorize the Mayor to Approve the CDBG Program Year 3 Annual Action Plan and Sign the Program Year 3 Allocation.(Guyer) N. FYI / Discussion O. 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. This item was noticed for a 6 p.m. public hearing; if necessary, the meeting will recess until 6 p.m. if previous business concludes prior. Consider the Motion: Authorize the Mayor to Approve the CDBG Program Year 3 Annual Action Plan and Sign the Program Year 3 Allocation. 4 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:Formal Cancellation of the August 11, 2026, Regular City Commission Meeting MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Administration RECOMMENDATION:Approve cancelling the August 11, 2026, Regular City Commission Meeting. STRATEGIC PLAN:1.1 Outreach: Continue to strengthen and innovate in how we deliver information to the community and our partners. BACKGROUND:The Mayor has decided not to meet on August 11, 2026. Per Bozeman Municipal Code Sec. 2.02.070.A.4, the Mayor or majority of the Commission may cancel a regular meeting if no business is scheduled for that meeting. This item formalizes this decision to cancel the meeting. UNRESOLVED ISSUES:None ALTERNATIVES:As determined by the City Commission. FISCAL EFFECTS:None. Report compiled on: June 2, 2026 5 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:August 4, 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 August 5 & 12, 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 6 Memorandum REPORT TO:City Commission FROM:Kellen Gamradt, Engineer II Nicholas Ross, Director of Transportation and Engineering SUBJECT:Authorize the City Manager to Sign a Notice of Award and Final Contract Documents, Once Received, to Elevation Excavation for Construction of the Bozeman Bicycle and Pedestrian Paths Transportation Alternatives Project MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Agreement - Vendor/Contract RECOMMENDATION:Authorize the City Manager to Sign a Notice of Award and Final Contract Documents, Once Received, to Elevation Excavation for Construction of the Bozeman Bicycle and Pedestrian Paths Transportation Alternatives Project. STRATEGIC PLAN:3.1 Public Safety: Support high quality public safety programs, emergency preparedness, facilities, and leadership. BACKGROUND:The Bozeman Bike/Ped Paths Project (TA 412-1(4)1) is the construction of a Transportation Alternatives grant approved as Project A&C007 and STR155 in the City's Capital Improvement Plan. The purpose of this project is to improve bicycle and pedestrian safety by connecting gaps between sections of existing asphalt shared use pathway adjacent to North 19th Avenue, Valley Center Road, and Flanders Mill Road. The extent of path construction planned along Valley Center has been modified to stop short of connection with Catron St due to conflicts with mature trees. Future city funding must be found for an alternative method of low impact path construction in order to complete this safety improvement. Construction bids for this project were opened on July 23rd with 9 bids being submitted. The low bid was submitted by Elevation Excavation in the amount of $218,395.03. Staff have reviewed the bid and recommend it for award. The bid tabulation for the project is attached. UNRESOLVED ISSUES:None ALTERNATIVES:As suggested by the Commission FISCAL EFFECTS:The total cost of construction is $218,395.03. Funding has been appropriated in the FY 25 and FY 26 Operating Budgets under Project A&C007 and STR155 and paid for from a combination of funding from a Transportation Alternatives Grant (86.58%) and the city matching funds 7 (13.42%). City matching funds will be sourced from the Street Maintenance Fund and Arterial and Collector Fund . Attachments: bid tab - Bike Ped Paths.pdf Notice of Award - Bike-Ped Paths.pdf Report compiled on: July 24, 2026 8 Name:Contractor #:Affirmation Form:Bid Bond:Base Bid Total: Knife River 10089 x x $ 431,436.00 Beador Construction Company 268800 x x $ 877,700.00 Montana Excavation and Utilities 286135 x x 264,995.00$ High Country Paving 54165 x x 260,267.00$ Rocky Mountain Asphalt 266522 x x 594,095.20$ Equitable 257749 x x 359,429.50$ Terrain 272233 x x 264,006.82$ MPH excavation 52573 x x 422,081.86$ Elevation Excavation 282072 x x 218,395.03$ Mike Maas Kellen Gamradt City Clerk Engineer II Bid Check: Delivered to Finance: Accepted By: Date: Bid Tab - Bozeman Bike/Ped Paths TA 412-1(4)1 These bids were opened and read before the undersigned at 2:00 pm on Thursday, July 23, 2026 9 NOTICE OF AWARD Date of Issuance: August 4, 2026 Owner: City of Bozeman Owner’s Project No.: Engineer: City of Bozeman Engineer’s Project No.: Project: Bozeman Bike/Ped Paths TA 412-1(4)1 Contract Name: Bozeman Bike/Ped Paths TA 412-1(4)1 Bidder: Elevation Excavation Bidder’s Address: 503 Business Hub Drive, Belgrade, MT 59714 You are notified that Owner has accepted your Bid dated July 23, 2026 for the above Contract, and that you are the Successful Bidder and are awarded a Contract for: Bozeman Bike/Ped Paths TA 412-1(4)1. The Contract Price of the awarded Contract is $ 218,395.03. Contract Price is subject to adjustment based on the provisions of the Contract, including but not limited to those governing changes, Unit Price Work, and Work performed on a cost-plus-fee basis, as applicable. 3 unexecuted counterparts of the Agreement accompany this Notice of Award, and one copy of the Contract Documents accompanies this Notice of Award, or has been transmitted or made available to Bidder electronically. ☐ Drawings will be delivered separately from the other Contract Documents. You must comply with the following conditions precedent within 15 days of the date of receipt of this Notice of Award: 1. Deliver to Owner 3 counterparts of the Agreement, signed by Bidder (as Contractor). 2. Deliver with the signed Agreement(s) the Contract security (such as required performance and payment bonds) and insurance documentation, as specified in the Instructions to Bidders and in the General Conditions, Articles 2 and 6. 3. Other conditions precedent (if any): None Failure to comply with these conditions within the time specified will entitle Owner to consider you in default, annul this Notice of Award, and declare your Bid security forfeited. Within 10 days after you comply with the above conditions, Owner will return to you one fully signed counterpart of the Agreement, together with any additional copies of the Contract Documents as indicated in Paragraph 2.02 of the General Conditions. Owner: City of Bozeman By (signature): Name (printed): Title: Copy: Engineer EJCDC® C-510, Notice of Award. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 1 of 1 10 Memorandum REPORT TO:City Commission FROM:Taylor Lonsdale, Transportation Engineer Nick Ross, Director of Transportation and Engineering SUBJECT:Authorize the City Manager to Sign a Maintenance Agreement with the Montana Department of Transportation for the Bridger Point Master Site Plan Project MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Agreement - Agency/Non-profit RECOMMENDATION:Authorize the City Manager to Sign a Maintenance Agreement with the Montana Department of Transportation for the the Bridger Point Master Site Plan Project STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other public agencies and build on these successes. BACKGROUND:The intent of this agreement is to define maintenance responsibilities between the Montana Department of Transportation (MDT) and city of Bozeman (city) for the landscaping and sidewalks associated with the Bridger Point Master Site Plan project. The the Bridger Point Master Site Plan project, located on North 19th Avenue at East Valley Center Road, has advanced through development review by the city. The city has applied its street frontage requirements for amenities such as sidewalks and street trees. North 19th Avenue (N-412) is a route owned and maintained by MDT. MDT holds the approval authority for right of way encroachments and requires maintenance agreements with municipalities for features such as those requested by the city. This maintenance agreement will allow the project to advance under the conditions defined by the city's Unified Development Code. UNRESOLVED ISSUES:None. ALTERNATIVES:None identified or recommended. FISCAL EFFECTS:The maintenance of the facilities will be undertaken through existing budget appropriations. Attachments: 11 Maintenance Agreement_Bridger Point MSP_for sginature.pdf Report compiled on: July 21, 2026 12 Project Name Bridger Point Project Address North 19th Avenue (N-412) MDT Maintained Route (Route) North 19th Ave (N-412) Reference Post .73 Project Developer/Encroachment Applicant 9019, LLC Name of Cityor Municipality (City) City of Bozeman Address of Cityor Municipality 121 Rouse Ave, Bozeman, MT 59715 Current IDC Rate for Fiscal Year Year: 2027 IDC 10.52% Current year MDT Nondiscrimination and Disability Accommodation Notice Revised (Month/Year): 01/2026 Attachment A This Agreement by and between City and the Montana Department of Transportation (MDT) establishes the responsibilities and duties of the parties with respect to Project activities on a portion of Route located within the City. The subject Project involves the installation and maintenance of the Project Specific Features within the above-referenced Route right-of-way, a commission-designated highway system, per the approved plans (Attachment B) received from the Developer. This Agreement sets forth terms regarding the City’s maintenance responsibilities for the Project that the City must meet for MDT to provide the Developer the necessary Encroachment Permit to install the Project Specific Features. Any Encroachment Permit granted for the Project is explicitly subject and subordinate to the rights and title of MDT and the State of Montana and the attached General Terms and Conditions. Project Specific Features Select the checkbox next to every feature listed below that your project includes and that you intend to address in the current agreement. Standard language is provided in the template for these features. (See Article III Project Specific Features) ☒ 1. Landscaping and/or Irrigation ☐ 4. Shared-Use Path* ☒ 2. Sidewalks* ☐ 5. Lighting ☐ 3. Sidewalk Benches/Bike Racks/Other Sidewalk Amenities* *Submit preliminary plans to MDT external ADA coordinator in Helena for compliance review. IN WITNESS WHEREOF, the parties have caused this Agreement to be executed by their duly authorized representative effective as of the date of final signature. Have the General Terms and Conditions of this Agreement been modified? Yes ☐ No ☒ MDT City STATE OF MONTANA Department of Transportation MAINTENANCE AGREEMENT 13 X Dated: District Administrator – Geno Liva X Dated: MDT Legal – Valerie Balukas X Dated: CityAttorney – Greg Sullivan X Dated: CityManager – Chuck Winn X Dated: CityClerk – Mike Maas Copy: MDT Office of Civil Rights (DocuSign Notification) 14 General Terms and Conditions AGREEMENT ARTICLE I. GENERAL OBLIGATIONS OF MDT 1. If the City does not fulfill its maintenance and repair requirements as stated herein, MDT may complete the required maintenance or repair and seek compensation from the City. In doing so, MDT must first provide notice to the City allowing 60 days to complete any such maintenance or repair. If MDT performs such maintenance or repair under this section, it must provide detailed invoices of such costs to the City. 2. MDT may immediately complete any maintenance or repair required due to public emergency and seek compensation from the City for any costs incurred. In doing so, MDT may first provide notice to the City when possible, allowing time to complete any such maintenance or repair. If MDT performs maintenance or repair under this section, it must provide detailed invoices of such costs to the City. ARTICLE II. GENERAL OBLIGATIONS OF THE City 1. The City agrees that no fixture, building, structure, or other permanent installation will be constructed or placed within the Route right-of-way without prior written approval from MDT. 2. The City agrees any maintenance within the Route right-of-way that requires lane closure or equipment must be reviewed and approved by MDT maintenance staff prior to initiation of the maintenance. 3. The City shall complete the necessary environmental processes for modification to the state highways and roadways and demonstrate that all environmental issues associated with the proposed Project have been identified and mitigated. The City agrees it will prepare and file any required environmental documents and apply for and obtain any permits required by other governmental agencies at no expense to MDT prior to installation or maintenance of the Project Specific Features. 4. The City agrees to be responsible for any and all damage to facilities within the Route right-of-way caused by the City, the City’s staff or contractors, or resulting from the City’s operations. The City must repair any and all damages, at its sole expense, after MDT provides notice of the damage and approves the repair work needed, method of repair, and schedule for repair. 5. If the City fails to perform or cause to be performed the maintenance and repair obligations as required by this Agreement within 60 days of written notification from MDT, MDT may complete the required maintenance or repair and the City shall be required to compensate MDT for its performance of said maintenance or repair. 6. MDT may complete any maintenance or repair required due to a public emergency without prior notice to the City. The City agrees to be responsible for and to reimburse MDT for said maintenance or repair. ARTICLE III – PROJECT SPECIFIC FEATURES 1. Landscaping/Irrigation Equipment a. Upon completion of the Project, the City agrees, through the enforcement of local ordinance(s) or otherwise, that it is responsible, at no cost to MDT, to service, maintain and repair the landscaping and irrigation equipment installed as part of this project. 15 b. For the purposes of this Agreement, “maintenance of landscaping and irrigation system,” is defined as: mowing, watering, debris removal, weed control, fertilizing, tree/shrub trimming including removal, replacement and maintenance of sight triangles, the repair and replacement of fences, and maintenance of all features in compliance with ADA/PROWAG. The irrigation system shall be fully operational, free of leaks, with heads selected and adjusted to reduce water waste. c. If the City is not able to complete the maintenance on the landscaping and irrigation system as per this Agreement, the improvements may become the property of MDT, without reimbursement. If landscaping or irrigation become MDT property, MDT will maintain the property as it sees fit and may remove the landscaping and irrigation system without City approval. MDT may seek compensation for the maintenance or removal of the landscaping and irrigation system from City. 2. Sidewalks a. Sidewalk Maintenance: Upon completion of the Project the City agrees, through the enforcement of local ordinance(s) or otherwise, to maintain the sidewalks within the Project limits and ensure they are safe and functional for the traveling public. Maintenance includes removing snow and ice, removing debris and other obstructions or impediments to safe pedestrian travel, and any and all other normally accepted maintenance practices. b. Sidewalk Repair: In the event either the City or MDT identifies any portion of the sidewalk within the Project limits requiring repair, the City agrees to make a good faith effort to enforce any local ordinances requiring adjacent landowners to make the necessary repairs. If the City is unable to cause the necessary repairs to be completed the City shall notify MDT. MDT will collaborate with the City to determine whether State or local funding is available to complete the necessary repairs and facilitate project nomination. Repairs include grinding or milling down displacements; surface patching; crack sealing; replacing portions of damaged sidewalk; repairing chipped, fractured, or broken surfaces from any cause, including but not limited to frost heaving, landscaping, tree roots or encroachments, and any and all other normally accepted repair practices. c. Sidewalk requiring closure: If any portion of the sidewalk within the Project limits becomes hazardous for use, the City agrees to notify MDT and restrict access to the affected area until the condition has been remedied. MDT agrees to work with the City to expedite the necessary repairs. ARTICLE IV – GENERAL TERMS AND CONDITIONS 1. Term – The term of this Agreement shall be ten (10) years. After the initial ten (10) year term, this Agreement will renew automatically, for successive one (1) year terms, unless superseded by a new Agreement between the parties. 2. Termination – This Agreement may be terminated by MDT if the City has violated or breached any term, condition or article of this Agreement and the City has failed to correct the same within 60 days of receiving notice from MDT of the violation or breach in writing addressed to the City at the addresses shown above. If this Agreement is terminated, the improvements become the property of MDT, without reimbursement. MDT will maintain the Project as it sees fit and may remove it without City approval. MDT may seek compensation for maintenance, repair, or removal of the Project from the City. 3. Hold Harmless & Indemnification The City agrees to protect, defend, indemnify, and hold MDT, its elected and appointed officials, agents, and employees, while acting within their duties as such, harmless from and against all claims, liabilities, demands, 16 causes of action, and judgments ( including the cost of defense and reasonable attorney fees) arising in favor of or asserted by the City’s employees or third parties on account of personal or bodily injury, death or damage to property, arising out of the acts or omissions of the City, its agents, or sub-contractors, under this Agreement, except the negligence of MDT. MDT agrees to protect, defend, indemnify, and hold the City, its elected and appointed officials, agents, and employees, while acting within their duties as such, harmless from and against all claims, liabilities, demands, causes of action, and judgments ( including the cost of defense and reasonable attorney fees) arising in favor of or asserted by the MDT’s employees or third parties on account of personal or bodily injury, death or damage to property, arising out of the acts or omissions of MDT, its agents, or sub-contractors, under this Agreement, except the negligence of the City. 4. Insurance a. General Requirements: Each Party shall maintain for the duration of this Agreement, at its own cost and expense, insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the duties and obligations in this Agreement by each Party, its agents, employees, representatives, assigns, or sub-contractors. This insurance shall cover such claims as may be caused by any negligent act or omission. b. General Liability Insurance: Each Party shall purchase and maintain occurrence coverage with combined single limits for bodily injury, personal injury, and property damage of $1 million per occurrence and $2 million aggregate per year to cover such claims as may be caused by or arising out of any negligent acts or omissions in work or services performed under this Agreement, or as established by statutory tort limits as provided by a public entity self-insurance program either individually or on a pool basis as provided by Mont. Code Ann. Title 2, Chapter 9. c. General Provisions: All insurance coverage must be with a carrier licensed to do business in the State of Montana or by a public entity self-insured program either individually or on a pool basis. Each Party must notify the other immediately of any material change in insurance coverage, such as changes in limits, coverage, change in status of policy, etc. Each Party reserves the right to request complete copies of the other Party’s insurance policy or self-insured memorandum of coverage at any time. d. Workers’ Compensation Insurance: The City must maintain workers’ compensation insurance and require its contractors and its contractor’s subcontractors to carry their own workers compensation coverage while performing work within MDT right-of-way in accordance with Mont. Code Ann. §§39-71-401 and 39-71-405. Neither the contractor nor its employees are employees of MDT. This insurance/exemption must be valid for the entire Agreement period. 5. Public Safety If any repairs to the elements of the Project must be performed to address or prevent a public hazard, the City will immediately protect the area from public access, and make reasonable and timely effort to correct or repair the hazard. 6. Invoicing and Indirect Cost (IDC) Montana Code Annotated §17-1-106, requires any state agency, including MDT, which receives non-general funds to identify and recover its indirect costs (IDC). These costs are in addition to direct Project costs. MDT’s IDC rate is determined annually as a percentage of the Project’s direct costs to cover the Project’s share of MDT’s IDC as defined by 2 CFR Part 200, Appendix VII. 7. Choice of Law and Venue This Agreement shall be governed by the laws of Montana. The parties agree that any litigation concerning this Agreement must be brought in the First Judicial District Court, in and for the County of Lewis and Clark, State of Montana, and each party shall pay its own costs and attorney fees, except as otherwise noted in this Agreement. 17 8. Binding Effect – The benefits and obligations set forth in this Agreement shall be binding upon, and inure to the benefit of, their respective successors, administrators and assigns of the Parties. 9. Relationship of Parties – Nothing contained in this Agreement shall be deemed or construed (either by the Parties hereto or by any third party) to create the relationship of principal and agent or create any partnership joint venture or other association between the Parties. 10. Non-Discrimination – The City will require that during the performance of any work arising out of this Agreement the City, for itself, assignees, and successors shall comply with all applicable non-discrimination regulation set forth in Attachment “A” attached hereto and made part of this Agreement. 11. ADA - MDT requires that any construction or maintenance resulting from this Agreement must include appropriate pedestrian facilities that meet or exceed current MDT standards for accessibility as set forth by the United States Department of Justice 2010 ADA Standards for Accessible Design, United States Accessibility Guidelines for Pedestrian Facilities in the Public Right-of-Way, and MDT’s Detailed Drawings, 608 series. 12. Audit – The Legislative Auditor and the Legislative Fiscal Analyst may, without prior notice and during normal business hours, audit, at their own cost and expense, all records, reports, and other documents the City maintains in connection with this Agreement. 13. Access and Retention of Records – The City agrees to provide the State, Legislative Auditor, or their authorized agents access to any records necessary to determine compliance with this Agreement (Mont. Code Ann. §18-1-118). The City agrees to create and retain records supporting this Agreement for a period of three years after the completion date of this Agreement or the conclusion of any claim, litigation or exception relating to the Agreement taken by the State of Montana or a third party. 14. Highway Modifications – If MDT modifies or improves the highway or roadway facilities, the City will modify, upon reasonable notice at no expense to MDT, the Project accordingly. 15. Revocation – This Agreement is revocable by MDT in the event that the Project facilities within the right-of-way cease to be used by the City for a period of one year or abandoned otherwise. Upon revocation or abandonment, the Project facilities must be removed in compliance with this Agreement. 16. Utilities – The right of any private or public utility now lawfully occupying the right-of-way to operate and maintain utility facilities supersedes any right granted by this Agreement to the City. Copies of existing utility permits may be obtained from the MDT District Utility Agent. 17. Amendment and Modification – The Parties may modify or amend this Agreement only by a written Amendment signed by the Parties. In addition to the terms and conditions contained herein, the provisions of any Amendment may be incorporated and made a part hereof by this reference in the terms of the amendment so provided. In the event of any conflict between the terms and conditions hereof and the provision of any Amendment, the provision of the Amendment shall control, unless the provisions thereof are prohibited by law. 18. Representatives a. City’s Representative: The City’s Representative for this Agreement shall be the City Manager or designee or such other individual as City shall designate in writing. Whenever approval or authorization from or communication or submission to City is required by this Agreement, such communication or submission shall be directed to the City’s Representative and approvals or authorizations shall be issued only by such Representative; provided, however, that in exigent circumstances when City’s Representative is not available, MDT may direct its communication or submission to other designated City personnel or agents. b. MDT’s Representative: The MDT Representative for this Agreement shall be the District Administrator or Maintenance Chief or such other individual as MDT shall designate in writing. 18 Whenever direction to or communication with MDT is required by this Agreement, such direction or communication shall be directed to MDT’s Representative; provided, however, that in exigent circumstances when MDT’s Representative is not available, City may direct its direction or communication or submission to other designated MDT personnel or agents. 19. Counterpart Execution - This Agreement may be executed in two or more counterparts, each of which shall be deemed an original but all of which together shall constitute one and the same Agreement. The counterparts of this Agreement may be executed and delivered by facsimile or other electronic signature by any of the parties to any other party and the receiving party may rely on the receipt of such document so executed and delivered by facsimile or other electronic means as if the original had been received. 19 ATTACHMENT A MDT Nondiscrimination and Disability Accommodation Notice 20 Rev. 01/2026 MDT NONDISCRIMINATION AND DISABILITY ACCOMMODATION NOTICE Montana Department of Transportation (“MDT”) is committed to conducting all of its business in an environment free from discrimination, harassment, and retaliation. In accordance with State and Federal law MDT prohibits any and all discrimination and protections are all inclusive (hereafter “protected classes”) by its employees or anyone with whom MDT does business: Federal protected classes State protected classes Race, color, religion, national origin, sex, age, disability, and genetic information. Race; color; national origin; familial or marital status; pregnancy, childbirth, or medical conditions related to pregnancy or childbirth; creed; social origin or condition; genetic information; sex, sexual orientation, gender identification or expression; ancestry; age; mental or physical disability; political or religious affiliations or ideas; military service or veteran status; vaccination status or possession of immunity passport. For the duration of this contract/agreement, the PARTY agrees as follows: (1) Compliance with Regulations: The PARTY (hereinafter includes consultant) will comply with all Acts and Regulations of the United States and the State of Montana relative to Non-Discrimination in Federally and State-assisted programs of the U.S. Department of Transportation and the State of Montana, as they may be amended from time to time, which are herein incorporated by reference and made a part of this contract. (2) Non-discrimination: a. The PARTY, with regard to the work performed by it during the contract, will not discriminate, directly or indirectly, on the grounds of any of the protected classes in the selection and retention of subcontractors, including procurements of materials and leases of equipment, employment, and all other activities being performed under this contract/agreement. b. PARTY will provide notice to its employees and the members of the public that it serves that will include the following: i. Statement that PARTY does not discriminate on the grounds of any protected classes. ii. Statement that PARTY will provide employees and members of the public that it serves with reasonable accommodations for any known disability, upon request, pursuant to the Americans with Disabilities Act as Amended (ADA). 21 iii. Contact information for PARTY’s representative tasked with handling non- discrimination complaints and providing reasonable accommodations under the ADA. iv. Information on how to request information in alternative accessible formats. c. In accordance with Mont. Code Ann. § 49-3-207, PARTY will include a provision, in all of its hiring/subcontracting notices, that all hiring/subcontracting will be on the basis of merit and qualifications and that PARTY does not discriminate on the grounds of any protected class. (3) Participation by Disadvantaged Business Enterprises (DBEs): a. If the PARTY receives federal financial assistance as part of this contract/agreement, the PARTY must comply with applicable federal and state laws regarding the DBEs, including but not limited to 49 CFR Part 26. b. By signing this agreement the PARTY assures that: The contractor, sub recipient or subcontractor shall not discriminate on the basis of race, color, national origin, or sex in the performance of this contract. The contractor shall carry out applicable requirements of 49 CFR part 26 in the award and administration of DOT-assisted contracts. Failure by the contractor to carry out these requirements is a material breach of this contract, which may result in the termination of this contract or such other remedy as the recipient deems appropriate. c. PARTY must include the above assurance in each contract/agreement the PARTY enters. (4) Solicitation for Subcontracts, Including Procurement of Materials and Equipment: In all solicitations, either by competitive bidding, or negotiation, made by the PARTY for work to be performed under a subcontract, including procurements of materials, or leases of equipment, each potential subcontractor or supplier will be notified by the PARTY of the PARTY’s obligation under this contract/agreement and all Acts and Regulations of the United States and the State of Montana related to Non-Discrimination. (5) Information and Reports: The PARTY will provide all information and reports required by the Acts, Regulations, and directives issued pursuant thereto and will permit access to its books, records, accounts, other sources of information and its facilities as may be determined by MDT or relevant US DOT Administration to be pertinent to ascertain compliance with such Acts, Regulations, and instructions. Where any information required of a contractor is in the exclusive possession of another who fails or refuses to furnish the information, the PARTY will so certify to MDT or relevant US DOT Administration, as appropriate, and will set forth what efforts it has made to obtain the information. (6) Sanctions for Noncompliance: In the event of a PARTY’s noncompliance with the Non- discrimination provisions of this contract/agreement, MDT will impose such sanctions as it 22 or the relevant US DOT Administration may determine to be appropriate, including, but not limited to: a. Withholding payments to the PARTY under the contract/agreement until the PARTY complies; and/or b. Cancelling, terminating, or suspending the contract/agreement, in whole or in part. (7) Pertinent Non-Discrimination Authorities: During the performance of this contract/agreement, the PARTY, for itself, its assignees, and successor in interest, agrees to comply with the following non-discrimination statutes and authorities; including but not limited to: Federal - Title VI of the Civil Rights Act of 1964 (42 U.S.C. § 2000d et seq., 78 stat. 252), (prohibits discrimination on the basis of race, color, national origin); and 49 CFR Part 21; - The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, (42 U.S.C. § 4601 et seq.), (prohibits unfair treatment of persons displaced or whose property has been acquired because of Federal or Federal-aid programs and projects); - Sections 162 and 301(g) of the Federal-Aid Highway Act of 1973, (Public Law No. 93-87, 87 Stat. 250, codified at 23 U.S.C. § 324), (prohibits discrimination on the basis of sex); - Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. § 794 et seq.), (prohibits discrimination on the basis of disability); and 49 CFR Part 27; - The Age Discrimination Act of 1975, (42 U.S.C. § 6101 et seq.), (prohibits discrimination on the basis of age); - Section 520 of the Airport and Airways Improvement Act of 1982, (49 U.S.C. § 47123), (prohibits discrimination based on race, creed, color, national origin, or sex); - The Civil Rights Restoration Act of 1987, (Public Law No. 100-259), (broadened the scope, coverage, and applicability of Title VI of the Civil Rights Act of 1964, The Age Discrimination Act of 1975, and Section 504 of the Rehabilitation Act of 1973, by expanding the definition of the terms “programs or activities” to include all of the programs or activities of the Federal-aid recipients, sub-recipients, and contractors, whether such programs or activities are Federally funded or not); - Titles II and III of the Americans with Disabilities Act, (42 U.S.C. §§ 12131 through 12189), which prohibits discrimination on the basis of disability in the operation of public entities, public and private transportation systems, places of public accommodation, and 23 certain testing entities as implemented by Department of Transportation regulations at 49 CFR parts 37 and 38; - Title IX of the Education Amendments of 1972, as amended, which prohibits discrimination on the basis of sex in education programs or activities (20 U.S.C. § 1681 et seq.). State - Mont. Code Ann. § 49-3-205 Governmental services; - Mont. Code Ann. § 49-3-206 Distribution of governmental funds; - Mont. Code Ann. § 49-3-207 Nondiscrimination provision in all public contracts. (8) Incorporation of Provisions: The PARTY will include the provisions of paragraphs one through seven in every subcontract, including procurements of materials and leases of equipment, unless exempt by the Acts, the Regulations and/or directives cited therein. The PARTY will take action with respect to any subcontract or procurement as MDT or the relevant US DOT Administration may direct as a means of enforcing such provisions including sanctions for noncompliance. Provided, that if the PARTY becomes involved in, or is threatened with litigation by a subcontractor, or supplier because of such direction, the PARTY may request MDT to enter into any litigation to protect the interests of MDT. In addition, the PARTY may request the United States to enter into the litigation to protect the interests of the United States. 24 ATTACHMENT B Plan 25 c c c c c c c c c STORAG E RE: KITC H E N FOR SHE L V I N G IN THIS A R E A c c c c c c c c c c c c c c c c c c c c c c c c HOTE L (180 R O O M S ) STM STM STM STM STM STMSTMSTMSTMSTMSTMSTMSTM STM STM STM STM STM STM STM STM STM STMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTM STM STMSTM STM STM STM STM STM STM STM STM STM STM STM STM STM STM STM STMSTM STMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTM STM STM HOTE L (180 R O O M S ) J2''WJ J COMMCOMMCOMMCOMMCOMMCOMMOSWW VSSSSSSSSCOCOSSCOCOWW WWWUGEUGEUGECOMMCOMMCOMMUGE UGE UGE COMM COMM COM M GAS GAS GAS GASGASGASWWWGASGASGASGASGASCOMMCOMMCOMMCOMMCOMMUGEUGEUGEUGEUGEW W GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GAS GASGAS GAS GAS GAS GAS GAS GAS GAS GASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASGASUGP UGP UGP UGP UGP UGPU G P UG P UG P UG P U G P U G P U G P U G P U G P U G P U G P U G P UG P UG P U GP UG P UG P UGP UGP UG P UG P UGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPSWRSWRSWR SWRSW R SW R SW R SWR S WR SW R SW R SW R SW R SWR SW R SW R SW R SW R SWR SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SWRSWR SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW R SW RWWWWWWWWWWWWWWWWWWWWWWWWWGAS GAS GAS GAS GAS GAS GAS UGP UGP UGP UGP UGP UGPUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIB UG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUG-FIBUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPUGPSIMMENTALWW W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W W WWWWWW3 105.00' 17.16' STM STM STM STM STM STMSTMSTMSTMSTMSTMSTMSTM STM STM STM STM STM STM STM STM STM STMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTM STM STMSTM STM STM STM STM STM STM STM STM STM STM STM STM STM STM STM STMSTM STMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTMSTM STM STM <><><><><><><>< > < > < > < > < > < > < > < > < > < > < > < > <> < > < ><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><>U G S T O R M W A T E R FA C I L I T Y S E R V I N G P H A S E 2 UG S T ORMW A T E R F A C I L I T Y S ER V ING PH A S E 1 ( D E T A I L ED P L AN S A N D R E PO R T S S U BM I T T E D W I T H PH 1 S I T E P L A N )N 19TH AVEH W Y 9 0 O N R A M P H W Y 9 0 PHASE 1/CFA SEE PH 1 SITE PLAN PLANS FOR MORE DETAILED INFORMATION PH A S E L I N E PHASE LINE PHASE LINEPHASE LINE30' SANITARY SEWER EASEMENT 24.00' 49.90' 42.95' 30.00' 30' 30' WIDE UTILITY EASEMENT 10' WIDE TELECOM EASEMENT 5' SIDE SETBACK 10' FRONT SETBACK SITE ACCESS AND INTERSECTION IMPROVEMENTS TO BE COORDINATED WITH MDT 26.37' 16.59' E VA L L E Y C E N T E R R D SHARED ACCESS DRIVE10' WIDE SHARED USE ASPHALT TRAIL 10' EASEMENT ON NEIGHBORING PROPERTY 20' TRAIL EASEMENT SEE UTILITY PLANS SEE UTILITY PLAN SHEET FOR MORE INFORMATION CURB AND GUTTER AROUND FULL PHASE 1 PARKING LOT AND N-S ACCESS ROAD. PORTIONS OF CURB WILL BE REMOVED DURING PHASE 2 IMPROVEMENTS. EXISTING CULVERT TO REMAIN EXISTING FENCE TO BE REMOVED ALONG ENTIRE N 19TH FRONTAGE N 19TH ROW AND PROPERTY LINE UTILITIES TO BE ABANDONED/RELOCATED IN COORDINATION WITH UTULITY COMPANY(TYP) STORMWATER DISCHARGE, DETAILED REPORTS AND PLANS SUBMITTED WITH THE INDIVIDUAL SITE PLAN APPLICATIONS EXT'G 24" CULVERT EXISTING GRADE MDT IMPROVEMENTS BY OTHERS N 19TH AVE ℄ EXT'G 24" CULVERT, SEE STORMWATER PLANS FOR MORE INFORMATION STUB SERVICE PH 1 LIGHTING PLAN INCLUDED IN THE PH 1 SITE PLAN PROPERTY LINE PROPOSED 5' SIDEWALK PART OF MDT IMPROVEMENTS TBC (TYP) EDGE OF CURB (TYP) CANOPY CANOPY UTILITY LINES IN 10' EASEMENT (TYP). SEE UTILITY PLAN SIDEWALK CONNECTING N 19TH SIDEWALK TO DRURY 12.00' 9.00' 9.62' PROPOSED HYDRANT FIRE SERVICE DOMESTIC SERVICE PROPOSED 24" CULVERT SWING GATE, SEE DTL 3/SHEET S1.2 0 30'60' SCALE 1" = 30' N JLS 08/12/25 PROJECT NO: DATE: ENGINEER: REVISIONS DATENO.DESC. 325-05MASTER SITE PLANPROPOSED MASTER SITE PLANBOZEMAN, MONTANABRIDGER POINTFOR REVIEW AN EMERGENCY ONLY VEHICULAR ACCESS CONNECTION TO THE ADJACENT PROPERTY TO THE SOUTH IS BEING PROVIDED SOLELY TO MEET CITY OF BOZEMAN REQUIREMENTS. THE VEHICULAR ACCESS CONNECTION IS PROVIDED FOR EMERGENCY VEHICLES ONLY AND A PHYSICAL BARRIER SHALL BE INSTALLED AND MAINTAINED INDEFINITELY TO PREVENT NON-EMERGENCY VEHICLE ACCESS FROM UTILIZING THE ACCESS CONNECTION. MODIFICATIONS TO THIS EMERGENCY ONLY VEHICULAR ACCESS OR TO THE PHYSICAL BARRIER PREVENTING NON-EMERGENCY ACCESS REQUIRE THE EXPRESS WRITTEN UNANIMOUS APPROVAL OF ALL UNIT OWNERS OF THE 9019 CONDOMINIUMS. THE CITY OF BOZEMAN HAS DETERMINED THE EMERGENCY ONLY VEHICULAR ACCESS CONNECTION CONDITIONS FULLY SATISFY AND ARE COMPLIANT WITH INTER-SITE CONNECTIVITY AND INTERNAL ROADWAY DESIGN REQUIREMENTS OF THE CITY OF BOZEMAN MUNICIPAL CODE SECTIONS 38.520.050.C AND 38.520.050.D. 1 1 26 N 19TH AVE SS SS SS cccIRIRIRBOLSSSSSSSSSSSSSSSSSSSSSSWWWWSSSSSSSSSSSSSSGGGGGG PPPPPPPPPPPPPPPPPPS78°30'11"W 2045.51 'N52°43'01"W 2045.51'S15°53'35"W 2045.51'Δ=6°11'37"R=3169.04L=342.56 N52°43'01"W 2045.51'PpPpPpPpPpPpKFKFKFEGEGPpPpPpPpPpPpPpPpKFKFEGEGEGEGEGEGEGPLPPPEGEGEGSaSaSaSaSaSaSaRwRwPoSaSaSaSaSaSaSaSaSaSaSaSaSaEGEGEGPPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmRwPoPmRwPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPmPLPLPpPpPpPpPLPLSaSaSaSaSaRwRwSaSaSaSaSaPLPmPmPmPmPmPmPmSaSaSaSaSaSaSaRwRwPoPmPmPLPLPLPLRwRwRwRwRwRwRwRwRwRPmPmPmPmPmPmPmPmSaSaSaSaSaSaPmPmSaSaPLPLRwRwKFKFKFKFKFKFKFKFKFKFEGEGEGEGEG373 SF68 SF419 SF185 SF716 SF146 SF864 SF141 SF101 SF355 SFPmPmPmKFKFKFEGEGWPPPEGEGEGPpEGEGEGPpPpEGEGEGEGEGEGBBEGEGEGEGEGEGBBEGEGEGBEGEGEGBBBBBBBBBBBPpPpPEGEGEGKFKFKFKFKFKFEaSPpPpPpPpPoPoPmPmPmEaKFKFKFKFKFPpPpPpPpPpPpPpPpPLEaEaEaPpPpPpPpRwPpPpEaEaEaBBBBBBBBPpPpPP267 SF160 SF137 SF137 SF68 SFSSPpPmPmKFKFEGEGPpEGEGPmKFPmEGEGEGEGKFKF139 SF250 SF370 SFPARKING LOT INTERIORLANDSCAPING: 20 SF PEREACH STALL IS REQUIRED.THERE ARE 183 STALLS X 20 =3,660 SF REQUIRED. 6,169 SFPROVIDED (INDICATED BYHEAVY DASHED LINES). SEESQUARE FOOTAGEASSOCIATED WITH EACHAREA ON THE LANDSCAPEPLAN SHEETS.REQUIRED PARKING LOTTREES:MINIMUM 1 TREE PER 5PARKING STALLS REQUIRED.183 STALLS / 5 = 36.6 ORMINIMUM 37 PARKING LOTTREES REQUIRED; MINIMUM 37PARKING LOT TREES AREPROVIDED.REQUIRED ON-SITE TREESOUTSIDE PARKING LOTS ANDBOULEVARDS:MODIFIED SITE AREA IN THEHOTEL SITE: 20,353 SFTOTAL LANDSCAPED AREAS ONSITE: 20,353 SF / 1,600 = MIN. 13TREES REQUIRED; A TOTAL OF96 TREES ARE PROVIDED ONSITE (EXCLUDING 9 STREETTREE IN THE N. 19TH AV. ROW).96-37 PARKING LOT TREES = 29TREES ON SITE IN ADDITION TOTHE REQUIRED # OF PARKINGLOT TREES. THERE ARE 57CANOPY TREES ON SITEINCLUDING PARKING LOTTREES, AND THERE ARE 9CANOPY TREES IN THE ROW.Prescriptive Landscape Design Pathway (percentage-based approach)Design criteria specific to this pathway includes:1)Plant material must comply with the following:a)Turfgrass areas must not exceed 20 percent of the total landscaped area.b)All remaining landscaped areas must consist solely of low and/or very low water use vegetation (plant factor of0.3 or less), and landscape design elements such as rock mulch and wood mulch, except for raised beds dedicated toedible gardens. Refer to the plant list in Appendix C.2)Landscape Design Plan compliance with requirements outlined in 3.2.2 of this Manual.Landscaped Area Coverage Requirements1)Landscaped area is defined in Appendix A. At least 60 percent of the site area not included in footprints ofbuildings or structures, sidewalks, driveways, walkways, or other hardscaped areas, such as decks or pervious pavers,must be landscaped and maintained with some combination of vegetative understory plantings, such as shrubs,perennials, turfgrass, creeping or rooting groundcovers, or other living plants (excluding weeds). Rock mulch or woodmulch must be installed in all landscaped areas not covered with plant material. The installation of at least 50 percentnative plants in the overall landscape is encouraged. Certain areas listed under Section 1.3 are exempt from beingincluded in the site area coverage requirement listed above.a)A minimum of 10 percent of the landscaped area must be vegetated with container grown shrubs or perennials.This requirement does not apply to City right-of-way boulevard strips and medians.b)Evergreen trees count towards the landscape plant coverage requirement. Deciduous trees do not count towardsthis requirement.i)8 feet of canopy spread (or 50 square feet) shall be used for evergreen trees when calculating plant size for thecoverage requirement.c)The average mature plant size shall be used when calculating coverage amounts.d)Artificial plant materials do not count towards the landscape plant coverage requirement (BMC 38.550.050.F.4.).Parking Lot RequirementsParking lot landscaping is part of the landscaped area and must meet requirements in this Manual and 38.550.50.Bexcept for tree requirements as provided below.Tree Requirements Outside of Parking Lots and Boulevards1)Tree diversity requirements must be met according to the table below.Deciduous and Evergreen Tree Plant Diversity TableNumber of Trees Maximum % of Single Species1-5 Can have 100% of one species6-10 Maximum 50% of any one species11-20 Maximum 33% of any one species21+ Maximum 25% of any one species2)A minimum of 75 percent of proposed trees must be drought adapted or have a plant factor of 0.3 or less.3)Rock mulch is discouraged around private trees and prohibited around public, boulevard trees. Public, boulevardtrees must have a 3’ diameter wood mulch ring 3”-4” in depth.4)Trees must be planted at a minimum rate of 1 per 1600 square feet of landscaped area.a)Trees used for residential adjacency requirements outlined in BMC 38.550.050.K may also count towards thisrequirement.5)A minimum of fifty percent of trees must be canopy trees. The review authority may adjust this requirement ifutility conflicts exist.6)Transplanted trees exceeding the sizes outlined in BMC 38.550.050.F. may be allowed at the discretion of thereview authority.7)Exemptions:a)All areas within 10 feet of the building(s) on site are exempt from the square footage used to calculate the numberof required trees.b)Landscaped areas under 6 feet wide are exempt from the square footage used to calculate the number ofrequired trees. This does not apply to boulevard tree requirements.c)Deciduous and evergreen trees deemed healthy and preserved on site shall apply towards the tree plantingrequirement at the discretion of the review authority.d)Tree requirements for street frontage shall adhere to the requirements listed in BMC 38.550.050.D. These areasare exempt from the square footage used to calculate the number of required trees.Soil Preparation and Amendment RequirementsPlants in healthy soils have an opportunity to develop robust root systems, leading to improved overall health andviability during drought conditions. By amending topsoil, plant die-off can be reduced, especially during the critical plantestablishment period.Soil Quality Requirements1)Landscaped areas must have a minimum topsoil depth of 6 inches throughout the entire planting area.2)The topsoil quality requirement may be met by implementing the following method prior to planting:Imported topsoil that has been amended pursuant to the recommendations of a soil test.3)Remove stones that are, at minimum, larger than 2 inches, sticks, roots, construction debris, and otherextraneous matter, and legally dispose of them off the property.4)Compliance with the following practices is required:a)Do not apply material or scarify if soil is frozen, muddy, or excessively wet.b)Protect areas of in-place soil from additional compaction, disturbance, and contamination during construction.5)Exemptions:a)The building footprint and all areas within 5 feet of the actual building are exempt from the topsoil requirement.b)On engineered slopes, only amended planting holes must meet the topsoil requirement.Soil Testing RequirementsThe following requirements apply when performing a soil test:1)A soil analysis must be conducted by an independent, state-operated, or university- operated soil laboratory withthe capability and experience to conduct the required testing.2)The soil sample(s) must represent a uniform area. Differences in texture (sand, silt, or clay), color, slope, degreeof erosion, drainage, past management practices, and types of plant material designed for each area should beconsidered when collecting the sample. The recommended sampling frequency is no less than one sample per 5,000square feet of landscaped area.3)The soil analysis must test the following:a)Soil Textureb)Percentage of Organic Matterc)Soil Reaction (acidity/alkalinity pH value)d)Soluble-Salt Contente)Nutrients: including nitrogen, phosphorus, potassium, zinc, iron, copper, manganese, and lime.4)The soil test must be dated no more than 60 days prior to conducting the pre-installation meeting and must beprovided to the review authority at the pre-installation meeting.For:Title: 22282 9019 LLC 1612 GOLD AVENUE BOZEMAN, MT 59715 for BRIDGER POINT GARDNER SIMMENTAL LOT A, TRACT 1 BOZEMAN, MT9 Dial 811Call before you dig.Know what's below.Or 1-800-551-8344SIGNED 08/28/25SCALE: 1"=20'LANDSCAPE PLAN - NORTHL2 LANDSCAPE PLAN - NORTHCITY OF BOZEMAN LANDSCAPE REQUIREMENTS:SEE PHASE 1 UNDER SEPARATE SUBMITTALMATCHLINE - SEE SHEET L1PHASE 1CHICK-FIL-ANOT A PARTSEE SEPARATESUBMITTALN. 19TH AVE.PROPERTYLINE ANDRIGHT-OF-WAY LINECLEAR VISIONLINEPHASELINEPARKING LOT PLANTINGINDICATED WITH HEAVYDASHED LINE, TYP.EXISTINGTREES TOREMAIN,TYP.EXISTINGVEGETATIONTO REMAIN,TYP.PH 2 SIDEWALK PH 2 CURB & GUTTER PH 1 AC PAVEMENT I COMMON OPEN SPACE LANDSCAPE AND IRRIGATIONPLANS AND DETAILS FORPHASE 2 ARE CONCEPTUALAND SUBJECT TO CHANGEBASED ON THE FINAL SITEPLAN APPLICATION FOR PHASE2 AND CURRENT CITY CODESAT THAT TIME.27 Memorandum REPORT TO:City Commission FROM:Cola Rowley, Assistant City Manager SUBJECT:Authorize City Manager to Sign a Professional Services Agreement with Montana Legal Services Association to implement and provide legal services to residential tenants in Bozeman under the City's Bozeman Tenant Right to Counsel Program. MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Agreement - Vendor/Contract RECOMMENDATION:I move to approve the City Manager sign a Professional Services Agreement with Montana Legal Services Association to implement and provide legal services to residential tenants in Bozeman under the City's Bozeman Tenant Right to Counsel Program. STRATEGIC PLAN:3.3 Friendly Community: Ensure Bozeman continues to welcome diversity through policies and public awareness. BACKGROUND: In January of 2023, the City Commission, pursuant to Resolution 5626 (adopted August 6, 2024), established a priority to develop a tenant right to counsel program. On May 13, 2025, the City Commission held a work session on Tenant’s Right to Counsel (TRC). At the conclusion of that work session, all members of the City Commission indicated their support to move forward with developing an ordinance for a civil right to legal counsel for tenants in the city and a majority of commissioners expressed interest in a mediation program open to both landlords and tenants to resolve disputes prior to or in lieu of litigation. On December 2, 2025, the City Commission adopted Resolution 2025-77 and provisionally adopted Ordinance 2025-11 creating a Tenant Right to Counsel Program and a Landlord Tenant Mediation Program. Final adoption of the ordinance was December 16, 2025. The City went through two public request for proposal processes for the legal services program during the spring of 2026. This contract is a result of that procurement process and will create and implement a program to provide residential tenants in Bozeman access to legal counsel for housing related issues. 28 In entering into this contract the City takes the final steps and becomes the first City in Montana with a Tenant Right to Counsel Program that provides access to legal counsel for tenants in our community. UNRESOLVED ISSUES:None. ALTERNATIVES:At the discretion of the Commission. FISCAL EFFECTS:This Agreement authorizes up to $200,000 be paid for the one year contract. Attachments: PSA with MLSA for TRC Legal Services.pdf Exhibit A Scope of Services wtih MLSA.pdf Report compiled on: July 24, 2026 29 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 1 of 13 PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this _____ day of ____________, 2026(“Effective Date”), by and between the CITY OF BOZEMAN, MONTANA, a self-governing municipal corporation organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and, Montana Legal Services Association with a mailing address of 616 Helena Ave #100, Helena MT 59601, hereinafter referred to as “Contractor.” City and Contractor may be referred to individually as “Party” and collectively as “Parties.” In consideration of the mutual covenants and agreements herein contained, the receipt and sufficiency whereof being hereby acknowledged, the Parties to this Agreement agree as follows: 1. Purpose: City agrees to enter this Agreement with Contractor to perform for City services described in the Scope of Services attached hereto as Exhibit A and by this reference made a part hereof. 2. Term/Effective Date: This Agreement is effective upon the Effective Date and will expire on the 31st day of July 2027 unless earlier terminated in accordance with this Agreement. 3. Scope of Services: Contractor will perform the work and provide the services in accordance with the requirements of the Scope of Services. For conflicts between this Agreement and the Scope of Services, unless specifically provided otherwise, the Agreement governs. 4. Payment: City agrees to pay Contractor the amount specified in the Scope of Services. Any alteration or deviation from the described services that involves additional costs above the Agreement amount will be performed by Contractor after written request by City and will become an additional charge over and above the amount listed in the Scope of Services. City must agree in writing upon any additional charges. 30 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 2 of 13 5. Contractor’s Representations: To induce City to enter into this Agreement, Contractor represents and warrants: a. Contractor has familiarized itself with the nature and extent of this Agreement, the Scope of Services, and with all local conditions and federal, state, and local laws, ordinances, rules, and regulations that in any manner may affect cost, progress, or performance of the Scope of Services. b. Contractor has the experience and ability to perform the services required by this Agreement. c. Contractor will perform the services in a professional, competent, and timely manner and with diligence and skill. d. Contractor has the power to enter into and perform this Agreement. e. Contractor’s performance of this Agreement must not infringe upon or violate the rights of any third Party, whether rights of copyright, trademark, privacy, publicity, libel, slander, or any other rights of any nature whatsoever, or violate any federal, state, and municipal laws. Contractor agrees City will not determine or exercise control as to general procedures or formats necessary to have these services meet this warranty. 6. Independent Contractor Status: The Parties agree that Contractor is an independent contractor for purposes of this Agreement and is not to be considered an employee of City for any purpose. Contractor is not subject to the terms and provisions of City’s personnel policies handbook and is not considered a City employee for workers’ compensation or any other purpose. Contractor is not authorized to represent City or otherwise bind City in any dealings between Contractor and any third Parties. Contractor must comply with the applicable requirements of the Workers’ Compensation Act, Title 39, Chapter 71, Montana Code Annotated (MCA), and the Occupational Disease Act of Montana, Title 39, Chapter 71, MCA. Contractor must maintain workers’ compensation coverage for all members and employees of Contractor’s business, except for those members who are exempted by law. Contractor must furnish City with copies showing one of the following: (1) a binder for workers’ compensation coverage by an insurer licensed and authorized to provide workers’ compensation insurance in the State of Montana; or (2) proof of exemption from workers’ compensation granted by law for independent contractors. 31 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 3 of 13 7. Labor Relations: If any labor problems or disputes arise during this Agreement, which cause any services to cease for any period of time, Contractor agrees to take immediate steps in its discretion, at its own expense and without expectation of reimbursement from City, to alleviate or resolve all such labor problems or disputes. Contractor bears all costs of any related legal action. Contractor must provide immediate relief to City so as to permit the services to continue at no additional cost to City. Contractor acknowledges and agrees that City will not be a Party to any labor disputes between Contractor and any subcontractors or third Parties. 8. Indemnity: For other than professional services rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and hold harmless the City, its agents, representatives, employees, and officers (collectively referred to for purposes of this Section as the City) from and against any and all claims, demands, actions, fees and costs (including attorney’s fees and the costs and fees of expert witness and consultants), losses, expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or damages of whatever kind or nature connected therewith and without limit and without regard to the cause or causes thereof or the negligence of any Party or Parties that may be asserted against, recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or in any way related to: (i) the negligent, reckless, or intentional misconduct of Contractor; or (ii) any negligent, reckless, or intentional misconduct of any of Contractor’s agents. For the professional services rendered, to the fullest extent permitted by law, Contractor agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and expenses, including reasonable defense attorney fees, to the extent caused by the negligence or intentional misconduct of Contractor or Contractor’s agents or employees. For any labor problems or disputes or any delays or stoppages of work associated with such problems or disputes. Contractor must indemnify, defend, and hold the City harmless from any and all claims, demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring. Contractor’s obligations in this Section must not be construed to negate, abridge, or reduce other rights or obligations of indemnity that would otherwise exist. The indemnification obligations of this Section must not be construed to negate, abridge, or reduce any common-law or statutory rights of the City as indemnitee(s) which would otherwise exist as to such indemnitee(s). 32 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 4 of 13 Contractor’s indemnity under this Section must be without regard to and without any right to contribution from any insurance maintained by City. Should the City be required to bring an action against Contractor to assert its right to defense or indemnification under this Agreement or under Contractor’s applicable insurance policies required below, the City must be entitled to recover reasonable costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court of competent jurisdiction determines Contractor was obligated to defend the claim(s) or was obligated to indemnify the City for a claim(s) or any portion(s) thereof. In the event of an action filed against the City resulting from the City’s performance under this Agreement, the City may elect to represent itself and incur all costs and expenses of suit. These obligations must survive termination of this Agreement and the services performed hereunder. 9. Insurance: In addition to and independent from Contractor’s indemnity obligations under Section 8, Contractor must, at Contractor’s expense, secure insurance coverage through an insurance company or companies duly licensed and authorized to conduct insurance business in Montana which insures the liabilities and obligations specifically assumed by Contractor in this Section. The insurance coverage must not contain any exclusion for liabilities specifically assumed by Contractor in Section 9. The insurance must be occurrence-based, and cover and apply to all claims, demands, suits, damages, losses, and expenses that may be asserted or claimed against, recovered from, or suffered by City without limit and without regard to the cause. Contractor must furnish to City an accompanying certificate of insurance and accompanying endorsements in amounts not less than as follows: • Workers’ Compensation – statutory; • Employers’ Liability - $300,000 per claim; $300,000 per occurrence; • Commercial General Liability - $1,000,000 per claim; $2,000,000 aggregate; • Automobile Liability - $1,000,000 per accident; and • Professional Liability (including legal malpractice coverage) - $1,000,000 per claim; $1,000,000 per occurrence. 33 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 5 of 13 The above amounts must be exclusive of defense costs. City must be endorsed as an additional insured on a primary non-contributory basis on the Commercial General, Employer’s Liability, and Automobile Liability policies. The insurance and required endorsements must be approved by City and must include no less than a thirty (30) day notice of cancellation or non- renewal. Contractor must notify City within five (5) business days of Contractor’s receipt of notice that any required insurance coverage will be terminated or Contractor’s decision to terminate any required insurance coverage for any reason. City must approve all insurance coverage and endorsements prior to Contractor commencing work. Alternative: Contractor must provide City a certificate of insurance prior to commencing work. City must approve the limits shown on the certificate prior to commencing work. City’s approval of the limits does not relieve Contractor of Contractor’s obligation to ensure the insurance meets the requirements. 10. Waiver of Claims: Contractor also waives any and all claims and recourse against City, including the right of contribution for loss or damage to person or property arising from, growing out of, or in any way connected with or incident to the performance of this Agreement except breach of contract or “responsibility for [City’s] own fraud, for willful injury to the person or property of another, or for violation of law, whether willful or negligent” as per 28-2-702, MCA. 11. Termination for Contractor’s Fault: a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails to perform any of its obligations under this Agreement, or otherwise breaches any terms or conditions of this Agreement, City may, by written notice, terminate this Agreement and Contractor’s right to proceed with all or any part of the work (“Termination Notice Due to Contractor’s Fault”). City may then take over the work and complete it, either with its own resources or by re-letting the contract to any other third Party. b. In the event of a termination pursuant to this Section 11, Contractor must be entitled to payment only for those services Contractor actually rendered. c. Any termination provided for by this Section 11 must be in addition to any other remedies to which City may be entitled under the law or at equity. d. In the event of termination under this Section 11, Contractor must, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 34 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 6 of 13 12. Termination for City’s Convenience: a. Should conditions arise which, in the sole opinion and discretion of City, make it advisable to City to cease performance under this Agreement, City may terminate this Agreement by 30 day written notice to Contractor (“Notice of Termination for City’s Convenience”). The termination must be effective in at least 30 days, or in the manner specified in the Notice of Termination for City’s Convenience and must be without prejudice to any claims that City may otherwise have against Contractor. b. Upon receipt of the Notice of Termination for City’s Convenience, unless otherwise directed in the Notice, Contractor must immediately cease new performance under this Agreement and make every reasonable effort to refrain from continuing work, incurring additional expenses or costs under this Agreement and must immediately cancel all existing orders or contracts upon terms satisfactory to City. Contractor must do only such work as may be necessary to preserve, protect, and maintain work already completed or immediately in progress and as required by the Montana Rules of Professional Conduct for Attorneys, including Rule 1.16 Declining or Terminating Representation. c. In the event of a termination pursuant to this Section 12, Contractor is entitled to payment only for those services Contractor (1) actually rendered on or before the receipt of the Notice of Termination for City’s Convenience or (2) services rendered for clients accepted for representation prior to receipt of the Notice of Termination for City’s Convenience pursuant to obligations under the Montana Rules of Professional Conduct for Attorneys. d. The compensation described in Section 12(c) is the sole compensation due to Contractor for its performance of this Agreement. Contractor must, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 13. Intellectual Property and Ownership of Work Product: a. Title and Ownership Rights. Contractor retains title to and all ownership rights in all Work Product. “Work Product” includes all materials, tangible or not, created in whatever medium pursuant to this Agreement, including but not limited to attorney work product, publications, promotional or educational materials, reports, manuals, specifications, drawings and sketches, computer programs, software and databases, schematics, marks, logos, graphic designs, notes, data and content, including but not limited to multimedia or images (graphics, audio, and video), matters and any combinations of, and all forms of intellectual property. b. Data and Reporting. Contractor must execute any documents or take any other 35 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 7 of 13 actions as may reasonably be necessary, or as City may reasonably request, to provide the City with data and reporting as described in the Scope of Services in Exhibit A upon the expiration or termination of this Agreement. c. Promotional, Educational and Outreach Materials. In the event of the termination of this Agreement, Contractor shall cease public use of promotional or educational materials created pursuant to the Scope of Services in Exhibit A, including but not limited to websites, brochures, multimedia or images (graphics, audio, and video). The parties agree the City may continue to use this material created in partnership with the Contractor after the termination or expiration of this Agreement. 14. Limitation on Contractor’s Damages; Time for Asserting Claim: a. In the event of a claim for damages by Contractor under this Agreement, Contractor’s damages must be limited to contract damages and Contractor hereby expressly waives any right to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature or kind. b. In the event Contractor wants to assert a claim for damages of any kind or nature, Contractor must provide City with written notice of its claim, the facts and circumstances surrounding and giving rise to the claim, and the total amount of damages sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the claim. In the event Contractor fails to provide such notice, Contractor must waive all rights to assert such claim. 15. Representatives and Notices: a. City’s Representative: City’s Representative for the purpose of this Agreement must be Cola Rowley, Assistant City Manager or such other individual as City must designate in writing. Whenever approval or authorization from or communication or submission to City is required by this Agreement, such communication or submission must be directed to City’s Representative and approvals or authorizations must be issued only by such Representative; provided, however, that in exigent circumstances when City’s Representative is not available, Contractor may direct its communication or submission to other designated City personnel or agents as designated by City in writing and may receive approvals or authorization from such persons. b. Contractor’s Representative: Contractor’s Representative for the purpose of this Agreement must be Alison Paul, Executive Director or such other individual as Contractor must designate in writing. Whenever direction to or communication with Contractor is required by this Agreement, such direction or communication must be directed to Contractor’s Representative; 36 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 8 of 13 provided, however, that in exigent circumstances when Contractor’s Representative is not available, City may direct its direction or communication to other designated Contractor personnel or agents. c. Notices: All notices required by this Agreement must be in writing and must be provided to the Representatives named in this Section. Notices must be deemed given when delivered, if delivered by courier to Party’s address shown above during normal business hours of the recipient; or when sent, if sent by email or fax (with a successful transmission report) to the email address or fax number provided by the Party’s Representative; or on the fifth business day following mailing, if mailed by ordinary mail to the address shown above, postage prepaid. 16. Permits: Contractor must provide all notices, comply with all applicable laws, ordinances, rules, and regulations, obtain all necessary permits, licenses and inspections from applicable governmental authorities, and pay all fees and charges in connection therewith. 17. Laws and Regulations: Contractor must comply fully with all applicable state and federal laws, regulations, and municipal ordinances including, but not limited to, all workers’ compensation laws, all environmental laws including, but not limited to, the generation and disposal of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination, affirmative action, and utilization of minority and small business statutes and regulations. 18. Web Accessibility and the ADA: Title II of the ADA prohibits discrimination against people with disabilities in all services, programs, and activities offered or made available by City. This includes ensuring that City’s communications with people with disabilities are as effective as its communications with others. If Contractor’s Scope of Services includes the production of digital content, documents, or web applications intended to be branded for use by City, Contractor must use the City style guide when creating a design. As per recommendations found in Section 508 of the Rehabilitation Act, all digital content, documents, or web applications must also adhere to level A and AA Success Criteria and Conformance Requirements as defined by the current Web Content Accessibility Guidelines (WCAG). City will not accept digital content that does not comply with WCAG A and AA guidelines. If City refuses digital content because it is non-compliant with the City style guide, Section 508 of the Rehabilitation Act, and/or WCAG, Contractor will be required to make the digital content compliant and redelivered at no additional cost to City. 37 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 9 of 13 19. Generative Artificial Intelligence (AI): Contractor must follow Contractor’s Interim Guidelines for Use of Artificial Intelligence, as revised and amended from time to time, to fulfill the deliverables or services detailed in the Scope of Services. Contractor must provide the City a copy of its AI guidelines and including any revisions or amendments as may be adopted during the term of this Agreement. Contractor agrees to review any work created by Generative AI for accuracy, bias, and copyright infringement. Contractor agrees it will never submit any confidential or personal identifiable information acquired through this Agreement into a Generative AI system. For the purposes of this section, Generative AI is defined as a deep learning model that can generate high quality content such as stories or writings, images, voice replication and music. 20. Nondiscrimination and Equal Pay: Contractor agrees that all hiring by Contractor of persons performing this Agreement must be on the basis of merit and qualifications. Contractor must have a policy to provide equal employment opportunity in accordance with all applicable state and federal anti-discrimination laws, regulations, and contracts. Contractor cannot refuse employment to a person, bar a person from employment, or discriminate against a person in compensation or in a term, condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation, gender identity, physical or mental disability, except when the reasonable demands of the position require an age, physical or mental disability, marital status or sex distinction. Contractor is subject to and must comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all regulations promulgated thereunder. Contractor represents it is, and for the term of this Agreement will be, in compliance with the requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act). Contractor must report to City any violations of the Montana Equal Pay Act that Contractor has been found guilty of within 60 days of such finding for violations occurring during the term of this Agreement. Contractor must require these nondiscrimination terms of its subcontractors providing services under this Agreement. 21. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor must not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs, by any employee or agent engaged in services to City under this Agreement while on City property or in the performance of any activities under this Agreement. 38 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 10 of 13 Contractor must be responsible for instructing and training Contractor's employees and agents in proper and specified work methods and procedures. Contractor must provide continuous inspection and supervision of the work performed. Contractor is responsible for instructing its employees and agents in safe work practices. 22. Modification and Assignability: This Agreement may not be enlarged, modified or altered except by written agreement signed by both Parties. Contractor may not subcontract or assign Contractor’s rights, including the right to compensation or duties arising hereunder, without the prior written consent of City. Any subcontractor or assignee will be bound by all of the terms and conditions of this Agreement. 23. Reports/Accountability/Public Information: Contractor agrees to develop and/or provide documentation as requested by City demonstrating Contractor’s compliance with the requirements of this Agreement. Contractor must allow City, its auditors, and other persons authorized by City to inspect and copy its books and records for the purpose of verifying that the reimbursement of monies distributed to Contractor pursuant to this Agreement was used in compliance with this Agreement and all applicable provisions of federal, state, and local law, provided however that providing such information would not violate the Montana Rules of Professional Conduct for Attorneys. Contractor cannot issue any statements, releases or information for public dissemination without prior approval of City. 24. Non-Waiver: A waiver by either Party of any default or breach by the other Party of any terms or conditions of this Agreement does not limit the other Party’s right to enforce such term or conditions or to pursue any available legal or equitable rights in the event of any subsequent default or breach. 25. Attorney’s Fees and Costs: In the event it becomes necessary for either Party to retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice required in this Agreement, the prevailing Party or the Party giving notice is entitled to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City Attorney’s Office staff. 26. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all appropriate employee withholdings. 39 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 11 of 13 27. Dispute Resolution: a. Any claim, controversy, or dispute between the Parties, their agents, employees, or representatives must be resolved first by negotiation between senior-level personnel from each Party duly authorized to negotiate settlement agreements. Upon mutual agreement of the Parties, the Parties may invite an independent, disinterested mediator to assist in the negotiated settlement discussions. The Parties must attempt to resolve by negotiation within 90 days after the claim, controversy, or dispute has arisen. b. If the Parties are unable to resolve the dispute pursuant to subsection (a), then such dispute may only be resolved in a court of competent jurisdiction in compliance with the Applicable Law provisions of this Agreement. 28. Survival: Contractor’s indemnification must survive the termination or expiration of this Agreement for the maximum period allowed under applicable law. 29. Headings: The headings used in this Agreement are for convenience only and are not to be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to which they refer. 30. Severability: If any portion of this Agreement is held to be void or unenforceable, all other provisions of this Agreement must remain in effect. 31. Applicable Law: The Parties agree that this Agreement is governed by the laws of the State of Montana. 32. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs, legal representatives, successors, and assigns of the Parties. 33. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the Parties, does not constitute a third-Party beneficiary agreement, and may not be relied upon or enforced by a third Party. 34. Counterparts: This Agreement may be executed in counterparts, which together constitute this Agreement. 35. Integration: This Agreement and all Exhibits attached hereto constitute the entire Agreement of the Parties. Covenants or representations not contained herein or made a part 40 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 12 of 13 thereof by reference, are not binding upon the Parties. There are no understandings between the Parties other than as set forth in this Agreement. All communications, either oral or written, made prior to the date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this Agreement by reference. 36. Consent to Electronic Signatures: The Parties have consented to execute this Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act, Title 30, Chapter 18, Part 1, MCA. 37. Extensions: This Agreement may, upon mutual agreement, be extended for a period of up to one year at a time by written agreement of the Parties. In no case, however, may this Agreement run longer than five (5) years from the effective date of this Agreement. **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** 41 Professional Services Agreement for Civil Legal Services for Residential Tenants in Bozeman Page 13 of 13 IN WITNESS WHEREOF, the Parties hereto have executed this Agreement the day and year first above written or as recorded in an electronic signature. CITY OF BOZEMAN, MONTANA MONTANA LEGAL SERVICES ASSOCIATION CONTRACTOR By________________________________ By__________________________________ Chuck Winn, City Manager Alison Paul, Executive Director APPROVED AS TO FORM: By_______________________________ Greg Sullivan, Bozeman City Attorney 42 Exhibit A Scope of Services To implement and deliver civil legal services for residential tenants of Bozeman and implement the City’s program for a Bozeman Tenant Right to Counsel (BZN TRC), Montana Legal Services Association (Contractor) commits to efficiently, effectively, and equitably providing tenant's counsel services to residential tenants in Bozeman. Contractor agrees to provide existing office space and support from their Helena location to implement these services, and the City will provide private meeting space upon request for Contractor when travel to Bozeman is required. While each individual case and issue presented to Contractor will be unique and the professionals administering the service have considerable discretion in how to deliver the legal service, the following services will occur: Intake: A priority of the BZN TRC Program is to limit potential barriers to seeking or obtaining legal services by eliminating cumbersome eligibility requirements. To effectuate this goal and implement a seamless intake with reduced steps and stress on the person seeking assistance, Contractor will: • Create, maintain and actively monitor: • A dedicated online application for individuals seeking assistance, an appointment link specifically for BZN TRC referrals from Bozeman social service organizations and expedite response time on all communications. • an internal triage and routing procedure specifically for BZN TRC inquiries and requests and expedited response time on all communications. • a dedicated page on MontanaLawHelp.org specifically for BZN TRC Program information and question submittal, and a link from MTLSA.org, to be live by August 29. • Develop an internal intake process specifically for BZN TRC inquiries and requests with the sole eligibility requirement being that the address is within the city limits of Bozeman. • Develop a process for BZN TRC intake to be expedited and the triage procedure applied for BZN TRC case acceptance. Share this plan with the City by August 29. Outline any improvements/changes in quarterly reports. Communications/outreach: • Share, collaborate, create and review content with City staff to develop Bozeman-branded tenant resources, landlord resources, and program information. • Share about the BZN TRC Program on Contractor social media pages, mailings, website, etc. 43 • Develop and conduct a minimum of two (2) in-person marketing, outreach, and education events in consultation with the City, focused on increasing tenant, court, and community partner knowledge about the BZN TRC Program and/or Landlord/Tenant education. Legal services: • Provide legal review, advice, counsel, and representation to residential tenants in Bozeman as appropriate depending on the issue presented. Comply with Contractor’s Advocacy Training Best Practices Standards, Case Acceptance Guide, and BZN TRC triage process in triaging cases for acceptance and in determining whether advice, limited scope or full representation will be provided for accepted clients. • Review and provide legal advice on residential lease provisions for clients. • Request mediation when practicable prior to or during litigation for clients. • Prepare, attend, advocate for and advise clients in mediation. • Draft letters, pleadings, and legal documents on behalf of tenant clients. • Appear in court and represent clients. When appropriate request permission to appear remotely for court. • In the event direct legal services to clients are minimal or underutilized, discuss with City for prior approval on ways in which to develop and implement alternative methods and means of providing legal advice and building familiarity with the program; for example, organizing a walk-in clinic focused on housing law; presenting to the local bar on program and pro bono opportunities, etc. Data/Reporting: • As a pilot program, data gathered will impact future scope and resources. Contractor agrees to collect, maintain and provide the City the following aggregated data on a quarterly basis: o Number of inquiries received broken down into the following categories:  Not Served • Not eligible (not LL/Tenant eviction issue or outside Bozeman City limits) • Conflicts • Triaged/Not Served (outside priority categories)  Cases Opened • Limited Service o Counsel and Advice o Limited Action 44 • Extended Service o Negotiated Settlement without Litigation o Negotiated Settlement with Litigation o Administrative Agency Decision o Uncontested Court Decision o Contested Court Decision o Appeals o Other o Extensive Service (not listed above) o Average number of days between request for legal services and first contact with an attorney. o General issue(s) for client  Federally Subsidized Housing  Public Housing  Private Landlord/Tenant  Mobile Homes  Housing Discrimination  Repairs and Habitability  Rental Termination/Eviction • Behind on rent • Damage to rental • Unauthorized person / pet • Violation of agreement, other than not paying rent • Change in use of land (e.g., converting from apartments to BnB) • Landlord selling property • Employer fired me and wants me to move • Judgement and/or writ has been entered against me • No reason • Other reason, not listed above  Unlawful Landlord Fees  Retaliation  Security Deposits/Return  Utility Shutoff by Landlord  Utilities  Fair Housing Issues o Number of clients where an action for possession has already been filed o Number of inquiries/requests received prior to official eviction proceedings 45 o Number of Clients in which a Party Initiated Mediation o Number of Clients in which Court Referred Mediation • Contractor agrees to collect, maintain and provide to the City the following aggregated data on an annual basis: o Client Outcomes (numbers of successful results and unsuccessful results) for mediation and for non-mediation cases:  Prevented Eviction from Private Housing  Prevented Eviction from Public Housing  Secured Time to Move Out (in days)  Obtained/Retained Subsidized Housing  Obtained Reduced Rent / Fees  Remedied Unsafe Housing  Remedied Discrimination  Recovered Security Deposit  Enforced Other Tenant Rights  Improved Financial Stability  Obtained Favorable Payment Schedule  Avoided Attorney Fees Award Against Client  Increased Knowledge of Legal System  Increased Knowledge of Legal Rights  Knowledge to Solve Problem  Improved Client Health  Value of Private Housing Eviction Settlement  Value of Public Housing Eviction Settlement  Annualized Value of Monthly Subsidy  Annualized Value of Reduced Rent or Fees  Value of Security Deposit Refund  Value of Award for Tenant Rights  Other Monetary Relief  Value of Attorney Fees Avoided o Number of unique clients vs repeat clients o Number of cases requiring conflict counsel o Number of clients who withdrew before assistance was provided o Number of cases in which landlord was represented by counsel o Average time spent on a case o Average duration in days for cases filed in court from request for legal services to final adjudicated outcome or dismissal upon settlement reached. 46 o Number of cases where client is plaintiff • The City is aware Contractor collects socioeconomic and demographic data for purposes outside this Scope of Service. Contractor agrees to provide the City the aggregated data of socioeconomic and demographic information collected related to tenants served by the BZN TRC at any time upon request, as well as to include it in the Annual report. • Contractor will send a short voluntary exit survey to all clients with a safe address following the conclusion of legal services (advice, limited scope, or full representation) to gather feedback on the program and process. Contractor will consult with City staff to add specific Bozeman TRC questions as necessary. • Contractor will provide Quarterly Reports to the City including a brief narrative of the state of the program (including lessons learned/implemented improvements), financial report, redacted exit survey results, and data listed above for quarterly reporting. Quarterly reports are due to the City on October 31, 2026, January 31, 2027, April 30, 2027, and July 31, 2027. Payment for that month or future months will not be rendered without the submittal of the Report. • Contractor will provide Annual Reports to the City to include outcomes, and other data required annually above in this Scope of Service. Annual report is due on July 31, 2027. Report is to be submitted with the final annual invoice; payment will not be rendered without the submittal of the Report. Compensation: Contractor will submit monthly invoices for services rendered, broken out by the categories below, for up to $200,000. Invoices should be received by the 15th of the month following the month services were rendered. 47 48 Memorandum REPORT TO:City Commission FROM:Jesse DiTommaso, Economic Development Coordinator David Fine, Economic Development Manager Brit Fontenot, Economic Development Director SUBJECT:Authorize the City Manager to Sign a Term Contract with Cascadia Partners, LLC for Economic Development Services MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Agreement - Vendor/Contract RECOMMENDATION:Authorize the City Manager to sign a term contract with Cascadia Partners, LLC for economic development services. STRATEGIC PLAN:2.2 Infrastructure Investments: Strategically invest in infrastructure as a mechanism to encourage economic development. BACKGROUND:Since 2021, the City's Economic Development Department has used a third- party professional economic development consultant to assist in facilitating projects initiated by the City of Bozeman. The procurement seeks firms with extensive experience creating and implementing economic development plans, redeveloping corridors, community mixed-use districts, using tax increment financing, writing economic development action plans, attracting private investment via incentives, drafting and analyzing financial pro formas for development, providing incentive analysis, negotiating development agreements and facilitating public-private partnerships. Cascadia Partners, LLC was selected for a five year term contract following a competitive request for proposals (RFP) process. Cascadia will provide highly technical professional services to support the City's economic development and community housing programs. The Term Contract enables the City to maintain a continuity of advice and approach across projects, ordering services from the overall scope of service as needed using written task orders. UNRESOLVED ISSUES:None. ALTERNATIVES:As recommended by the City Commission. FISCAL EFFECTS:There is no fiscal effect to the Professional Services Agreement. All orders for services and associated cost will be assigned via written task orders for City Commission approval. 49 Attachments: Term Contract FY27-31 - Cascadia.pdf Report compiled on: July 23, 2026 50 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 1 of 15 PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this 4th day of August, 2026 (“Effective Date”), by and between the CITY OF BOZEMAN, MONTANA, a self-governing municipal corporation organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and, Cascadia Partners, LLC , hereinafter referred to as “Contractor.” City and Contractor may be referred to individually as “Party” and collectively as “Parties.” In consideration of the mutual covenants and agreements herein contained, the receipt and sufficiency whereof being hereby acknowledged, the Parties to this Agreement agree as follows: 1. Purpose: City agrees to enter this Agreement with Contractor to perform for City services described in the Scope of Services attached hereto as Exhibit A and by this reference made a part hereof. 2. Term/Effective Date: This Agreement is effective upon the Effective Date and will expire on the 30th day of June, 2030 unless earlier terminated in accordance with this Agreement. 3. Scope of Services: Contractor will perform the work and provide the services in accordance with the specific services and corresponding schedule as mutually agreed upon by City and Contractor and included in each individual Task Order executed under the authority of this Agreement. Task Orders shall be attached and made part of this Agreement. For conflicts between this Agreement and the Scope of Services, unless specifically provided otherwise, the Agreement governs. 4. Payment: The terms of compensation to Contractor shall be agreed upon and included in each Task Order. City agrees to pay Contractor the amount specified in the individual Task Orders. Any alteration or deviation from the described services that involves additional costs above the Agreement amount will be performed by Contractor after written request by the City, 51 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 2 of 15 and will become an additional charge over and above the amount listed in the Scope of Services. The City must agree in writing upon any additional charges. 5. Contractor’s Representations: To induce City to enter into this Agreement, Contractor represents and warrants: a. Contractor has familiarized itself with the nature and extent of this Agreement, the Scope of Services, and with all local conditions and federal, state, and local laws, ordinances, rules, and regulations that in any manner may affect cost, progress, or performance of the Scope of Services. b. Contractor has the experience and ability to perform the services required by this Agreement. c. Contractor will perform the services in a professional, competent, and timely manner and with diligence and skill. d. Contractor has the power to enter into and perform this Agreement. e. Contractor’s performance of this Agreement must not infringe upon or violate the rights of any third Party, whether rights of copyright, trademark, privacy, publicity, libel, slander, or any other rights of any nature whatsoever, or violate any federal, state, and municipal laws. Contractor agrees City will not determine or exercise control as to general procedures or formats necessary to have these services meet this warranty. 6. Independent Contractor Status: The Parties agree that Contractor is an independent contractor for purposes of this Agreement and is not to be considered an employee of City for any purpose. Contractor is not subject to the terms and provisions of City’s personnel policies handbook and is not considered a City employee for workers’ compensation or any other purpose. Contractor is not authorized to represent City or otherwise bind City in any dealings between Contractor and any third Parties. Contractor must comply with the applicable requirements of the Workers’ Compensation Act, Title 39, Chapter 71, Montana Code Annotated (MCA), and the Occupational Disease Act of Montana, Title 39, Chapter 71, MCA. Contractor must maintain workers’ compensation coverage for all members and employees of Contractor’s business, except for those members who are exempted by law. Contractor must furnish City with copies showing one of the following: (1) a binder for workers’ compensation coverage by an insurer licensed and authorized to provide workers’ 52 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 3 of 15 compensation insurance in the State of Montana; or (2) proof of exemption from workers’ compensation granted by law for independent contractors. 7. Labor Relations: If any labor problems or disputes arise during this Agreement, which cause any services to cease for any period of time, Contractor agrees to take immediate steps in its discretion, at its own expense and without expectation of reimbursement from City, to alleviate or resolve all such labor problems or disputes. Contractor bears all costs of any related legal action. Contractor must provide immediate relief to City so as to permit the services to continue at no additional cost to City. Contractor acknowledges and agrees that City will not be a Party to any labor disputes between Contractor and any subcontractors or third Parties. 8. Indemnity: For other than professional services rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and hold harmless the City, its agents, representatives, employees, and officers (collectively referred to for purposes of this Section as the City) from and against any and all claims, demands, actions, fees and costs (including attorney’s fees and the costs and fees of expert witness and consultants), losses, expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or damages of whatever kind or nature connected therewith and without limit and without regard to the cause or causes thereof or the negligence of any Party or Parties that may be asserted against, recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or in any way related to: (i) the negligent, reckless, or intentional misconduct of Contractor; or (ii) any negligent, reckless, or intentional misconduct of any of Contractor’s agents. For the professional services rendered, to the fullest extent permitted by law, Contractor agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and expenses, including reasonable defense attorney fees, to the extent caused by the negligence or intentional misconduct of Contractor or Contractor’s agents or employees. For any labor problems or disputes or any delays or stoppages of work associated with such problems or disputes, Contractor must indemnify, defend, and hold the City harmless from any and all claims, demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring. Contractor’s obligations in this Section must not be construed to negate, abridge, or reduce other rights or obligations of indemnity that would otherwise exist. The indemnification obligations of this Section must not be construed to negate, abridge, or reduce any common-law or statutory rights of the City as indemnitee(s) which would otherwise exist as to such indemnitee(s). 53 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 4 of 15 Contractor’s indemnity under this Section must be without regard to and without any right to contribution from any insurance maintained by City. Should the City be required to bring an action against Contractor to assert its right to defense or indemnification under this Agreement or under Contractor’s applicable insurance policies required below, the City must be entitled to recover reasonable costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court of competent jurisdiction determines Contractor was obligated to defend the claim(s) or was obligated to indemnify the City for a claim(s) or any portion(s) thereof. In the event of an action filed against the City resulting from the City’s performance under this Agreement, the City may elect to represent itself and incur all costs and expenses of suit. These obligations must survive termination of this Agreement and the services performed hereunder. 9. Insurance: In addition to and independent from Contractor’s indemnity obligations under Section 9, Contractor must, at Contractor’s expense, secure insurance coverage through an insurance company or companies duly licensed and authorized to conduct insurance business in Montana which insures the liabilities and obligations specifically assumed by Contractor in this Section. The insurance coverage must not contain any exclusion for liabilities specifically assumed by Contractor in Section 9. The insurance must be occurrence-based, and cover and apply to all claims, demands, suits, damages, losses, and expenses that may be asserted or claimed against, recovered from, or suffered by City without limit and without regard to the cause. Contractor must furnish to City an accompanying certificate of insurance and accompanying endorsements in amounts not less than as follows: • Workers’ Compensation – statutory; • Employers’ Liability - $1,000,000 per claim; $2,000,000 per occurrence; • Commercial General Liability - $1,000,000 per claim; $2,000,000 per occurrence; • Automobile Liability - $1,000,000 per property damage claim and $1,000,000 per bodily injury claim; $2,000,000 per accident; and • Professional Liability - $1,000,000 per claim; $2,000,000 per occurrence. 54 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 5 of 15 The above amounts must be exclusive of defense costs. City must be endorsed as an additional insured on a primary non-contributory basis on the Commercial General, Employer’s Liability, and Automobile Liability policies. The insurance and required endorsements must be approved by City and must include no less than a thirty (30) day notice of cancellation or non- renewal. Contractor must notify City within two (2) business days of Contractor’s receipt of notice that any required insurance coverage will be terminated or Contractor’s decision to terminate any required insurance coverage for any reason. City must approve all insurance coverage and endorsements prior to Contractor commencing work. 10. Waiver of Claims: Contractor also waives any and all claims and recourse against City, including the right of contribution for loss or damage to person or property arising from, growing out of, or in any way connected with or incident to the performance of this Agreement except “responsibility for [City’s] own fraud, for willful injury to the person or property of another, or for violation of law, whether willful or negligent” as per 28-2-702, MCA. 11. Termination for Contractor’s Fault: a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails to perform any of its obligations under this Agreement, or otherwise breaches any terms or conditions of this Agreement, City may, by written notice, terminate this Agreement and Contractor’s right to proceed with all or any part of the work (“Termination Notice Due to Contractor’s Fault”). City may then take over the work and complete it, either with its own resources or by re-letting the contract to any other third Party. b. In the event of a termination pursuant to this Section 12, Contractor must be entitled to payment only for those services Contractor actually rendered. c. Any termination provided for by this Section 12 must be in addition to any other remedies to which City may be entitled under the law or at equity. d. In the event of termination under this Section 12, Contractor must, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 12. Termination for City’s Convenience: a. Should conditions arise which, in the sole opinion and discretion of City, make it 55 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 6 of 15 advisable to City to cease performance under this Agreement, City may terminate this Agreement by written notice to Contractor (“Notice of Termination for City’s Convenience”). The termination must be effective in the manner specified in the Notice of Termination for City’s Convenience and must be without prejudice to any claims that City may otherwise have against Contractor. b. Upon receipt of the Notice of Termination for City’s Convenience, unless otherwise directed in the Notice, Contractor must immediately cease performance under this Agreement and make every reasonable effort to refrain from continuing work, incurring additional expenses or costs under this Agreement and must immediately cancel all existing orders or contracts upon terms satisfactory to City. Contractor must do only such work as may be necessary to preserve, protect, and maintain work already completed or immediately in progress. c. In the event of a termination pursuant to this Section 13, Contractor is entitled to payment only for those services Contractor actually rendered on or before the receipt of the Notice of Termination for City’s Convenience. d. The compensation described in Section 13(c) is the sole compensation due to Contractor for its performance of this Agreement. Contractor must, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 14. Intellectual Property and Ownership of Work Product: a. Title and Ownership Rights. City retains title to and all ownership rights in all Work Product. “Work Product” includes all materials, tangible or not, created in whatever medium pursuant to this Agreement, including but not limited to publications, promotional or educational materials, reports, manuals, specifications, drawings and sketches, computer programs, software and databases, schematics, marks, logos, graphic designs, notes, data and content, including but not limited to multimedia or images (graphics, audio, and video), matters and any combinations of, and all forms of intellectual property. b. Ownership of Work Product. Contractor must execute any documents or take any other actions as may reasonably be necessary, or as City may reasonably request, to perfect City’s ownership of any Work Product. Contractor must, at no cost to City, deliver to City, upon City 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 City’s request, or such expiration or termination. c. Return of Physical Property. Upon expiration or termination of this Agreement, Contractor agrees to return to City all City property, including but not limited to any and all physical items such as documentation, records, and equipment, which is in Contractor’s 56 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 7 of 15 possession or under Contractor’s control. Contractor must submit to City a detailed account of all of City’s property in its possession or under Contractor’s control. Contractor must return City’s property in a method acceptable to City within ten (10) working days. Unless otherwise mutually agreed upon by the Parties, at no time must any of City’s property be retained by Contractor upon expiration or termination of this Agreement. d. Return of Data. Upon expiration or termination of this Agreement, Contractor agrees to return to City all City data. Contractor must submit to City a detailed account of all of City’s data in its possession or under Contractor’s control. Contractor must return City’s data in a format acceptable to City within ten (10) working days. At no time must any data or processes that either belong to or are intended for use of City or its officers, agents, or employees, be copied, disclosed, or retained by Contractor upon expiration or termination of this Agreement. e. Destruction of Data. If requested by City, Contractor agrees to destroy all of City’s data in its possession. When requested by City to destroy City’s data, Contractor agrees to permanently delete the data and ensure that it is not recoverable, in accordance with National Institute of Standards and Technology (NIST) SP 800-88 “Media Sanitation Guidelines.” f. Certification. In all cases, Contractor will certify that all of City’s information processed during the performance of the services will be completely purged from all physical and electronic data storage with no output to be retained by Contractor at the time the work is completed, the Agreement is terminated, or upon written request of City. 15. Limitation on Contractor’s Damages; Time for Asserting Claim: a. In the event of a claim for damages by Contractor under this Agreement, Contractor’s damages must be limited to contract damages and Contractor hereby expressly waives any right to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature or kind. b. In the event Contractor wants to assert a claim for damages of any kind or nature, Contractor must provide City with written notice of its claim, the facts and circumstances surrounding and giving rise to the claim, and the total amount of damages sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the claim. In the event Contractor fails to provide such notice, Contractor must waive all rights to assert such claim. 16. Representatives and Notices: a. City’s Representative: City’s Representative for the purpose of this Agreement must be David Fine, Urban Renewal Manager, or such other individual as City must designate in writing. Whenever approval or authorization from or communication or submission to City is required by 57 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 8 of 15 this Agreement, such communication or submission must be directed to City’s Representative and approvals or authorizations must be issued only by such Representative; provided, however, that in exigent circumstances when City’s Representative is not available, Contractor may direct its communication or submission to other designated City personnel or agents as designated by City in writing and may receive approvals or authorization from such persons. b. Contractor’s Representative: Contractor’s Representative for the purpose of this Agreement must be Alex Joyce, or such other individual as Contractor must designate in writing. Whenever direction to or communication with Contractor is required by this Agreement, such direction or communication must be directed to Contractor’s Representative; provided, however, that in exigent circumstances when Contractor’s Representative is not available, City may direct its direction or communication to other designated Contractor personnel or agents. c. Notices: All notices required by this Agreement must be in writing and must be provided to the Representatives named in this Section. Notices must be deemed given when delivered, if delivered by courier to Party’s address shown above during normal business hours of the recipient; or when sent, if sent by email or fax (with a successful transmission report) to the email address or fax number provided by the Party’s Representative; or on the fifth business day following mailing, if mailed by ordinary mail to the address shown above, postage prepaid. 17. Permits: Contractor must provide all notices, comply with all applicable laws, ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman business license, and inspections from applicable governmental authorities, and pay all fees and charges in connection therewith. 18. Laws and Regulations: Contractor must comply fully with all applicable state and federal laws, regulations, and municipal ordinances including, but not limited to, all workers’ compensation laws, all environmental laws including, but not limited to, the generation and disposal of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination, affirmative action, and utilization of minority and small business statutes and regulations. 19. Web Accessibility and the ADA: Title II of the ADA prohibits discrimination against people with disabilities in all services, programs, and activities offered or made available by City. This includes ensuring that City’s communications with people with disabilities are as effective as its communications with others. 58 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 9 of 15 If Contractor’s Scope of Services includes the production of digital content, documents, or web applications intended to be branded for use by City, Contractor must use the City style guide when creating a design. As per recommendations found in Section 508 of the Rehabilitation Act, all digital content, documents, or web applications must also adhere to level A and AA Success Criteria and Conformance Requirements as defined by the current Web Content Accessibility Guidelines (WCAG). City will not accept digital content that does not comply with WCAG A and AA guidelines. If City refuses digital content because it is non-compliant with the City style guide, Section 508 of the Rehabilitation Act, and/or WCAG, Contractor will be required to make the digital content compliant and redelivered at no additional cost to City. 20. Generative Artificial Intelligence (AI): Contractor must inform the City’s representative of its intention to utilize Generative AI to fulfill the deliverables or services detailed in the Scope of Services. City’s representative may, in their discretion, permit or deny Contractor’s use of Generative AI. If Contractor is permitted to use Generative AI, Contractor agrees to review any work created by Generative AI for accuracy, bias, and copyright infringement. Contractor agrees it will never submit any confidential or personal identifiable information acquired through this Agreement into a Generative AI system. For the purposes of this section, Generative AI is defined as a deep learning model that can generate high quality content such as stories or writings, images, voice replication and music. 21. Nondiscrimination and Equal Pay: Contractor agrees that all hiring by Contractor of persons performing this Agreement must be on the basis of merit and qualifications. Contractor must have a policy to provide equal employment opportunity in accordance with all applicable state and federal anti-discrimination laws, regulations, and contracts. Contractor cannot refuse employment to a person, bar a person from employment, or discriminate against a person in compensation or in a term, condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation, gender identity, physical or mental disability, except when the reasonable demands of the position require an age, physical or mental disability, marital status or sex distinction. Contractor is subject to and must comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all regulations promulgated thereunder. Contractor represents it is, and for the term of this Agreement will be, in compliance with the requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act). Contractor must report to City any violations of the Montana Equal Pay Act that Contractor has 59 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 10 of 15 been found guilty of within 60 days of such finding for violations occurring during the term of this Agreement. Contractor must require these nondiscrimination terms of its subcontractors providing services under this Agreement. 22. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor must not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs, by any employee or agent engaged in services to City under this Agreement while on City property or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of and must comply with its responsibilities and obligations under the U.S. Department of Transportation (DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City must have the right to request proof of such compliance and Contractor must be obligated to furnish such proof. Contractor must be responsible for instructing and training Contractor's employees and agents in proper and specified work methods and procedures. Contractor must provide continuous inspection and supervision of the work performed. Contractor is responsible for instructing its employees and agents in safe work practices. 23. Modification and Assignability: This Agreement may not be enlarged, modified or altered except by written agreement signed by both Parties. Contractor may not subcontract or assign Contractor’s rights, including the right to compensation or duties arising hereunder, without the prior written consent of City. Any subcontractor or assignee will be bound by all of the terms and conditions of this Agreement. 24. Reports/Accountability/Public Information: Contractor agrees to develop and/or provide documentation as requested by City demonstrating Contractor’s compliance with the requirements of this Agreement. Contractor must allow City, its auditors, and other persons authorized by City to inspect and copy its books and records for the purpose of verifying that the reimbursement of monies distributed to Contractor pursuant to this Agreement was used in compliance with this Agreement and all applicable provisions of federal, state, and local law. Contractor cannot issue any statements, releases or information for public dissemination without prior approval of City. 25. Non-Waiver: A waiver by either Party of any default or breach by the other Party of any terms or conditions of this Agreement does not limit the other Party’s right to enforce such term 60 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 11 of 15 or conditions or to pursue any available legal or equitable rights in the event of any subsequent default or breach. 26. Attorney’s Fees and Costs: In the event it becomes necessary for either Party to retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice required in this Agreement, the prevailing Party or the Party giving notice is entitled to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City Attorney’s Office staff. 27. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all appropriate employee withholdings. 28. Dispute Resolution: a. Any claim, controversy, or dispute between the Parties, their agents, employees, or representatives must be resolved first by negotiation between senior-level personnel from each Party duly authorized to negotiate settlement agreements. Upon mutual agreement of the Parties, the Parties may invite an independent, disinterested mediator to assist in the negotiated settlement discussions. The Parties must attempt to resolve by negotiation within 90 days after the claim, controversy, or dispute has arisen. b. If the Parties are unable to resolve the dispute pursuant to subsection (a), then such dispute may only be resolved in a court of competent jurisdiction in compliance with the Applicable Law provisions of this Agreement. In such a case, all court actions must be commenced within 1 year after the settlement procedure in subsection (a) has been exhausted. 29. Survival: Contractor’s indemnification must survive the termination or expiration of this Agreement for the maximum period allowed under applicable law. 30. Headings: The headings used in this Agreement are for convenience only and are not to be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to which they refer. 31. Severability: If any portion of this Agreement is held to be void or unenforceable, all other provisions of this Agreement must remain in effect. 32. Applicable Law: The Parties agree that this Agreement is governed by the laws of the State of Montana. 61 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 12 of 15 33. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs, legal representatives, successors, and assigns of the Parties. 34. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the Parties, does not constitute a third-Party beneficiary agreement, and may not be relied upon or enforced by a third Party. 35. Counterparts: This Agreement may be executed in counterparts, which together constitute this Agreement. 36. Integration: This Agreement and all Exhibits attached hereto constitute the entire Agreement of the Parties. Covenants or representations not contained herein or made a part thereof by reference, are not binding upon the Parties. There are no understandings between the Parties other than as set forth in this Agreement. All communications, either oral or written, made prior to the date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this Agreement by reference. 37. Consent to Electronic Signatures: The Parties have consented to execute this Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act, Title 30, Chapter 18, Part 1, MCA. 38. Extensions: This Agreement may, upon mutual agreement, be extended for a period of up to one year at a time by written agreement of the Parties. In no case, however, may this Agreement run longer than five (5) years from the effective date of this Agreement. **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** 62 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 13 of 15 IN WITNESS WHEREOF, the Parties hereto have executed this Agreement the day and year first above written or as recorded in an electronic signature. CITY OF BOZEMAN, MONTANA ____________________________________ CONTRACTOR (Type Name Above) By________________________________ By__________________________________ Chuck Winn, City Manager Print Name: ___________________________ Print Title: ____________________________ APPROVED AS TO FORM: By_______________________________ Greg Sullivan, Bozeman City Attorney 63 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 14 of 15 Exhibit A SCOPE OF SERVICES The selected consultant may assist the City on any task defined by the general scope of work as directed by written task order. 1) Economic Development Strategy and Data Analysis • Provide strategic, data-driven advice regarding the feasibility of various development types and projects and provide guidance on the tools, public infrastructure, programs, partnerships, incentives and policies that can stimulate the desired development. • Background and experience in analyzing regulations and development codes and policies to support strategic objectives • Commercial and Mixed-Use District Development strategies and implementation. • Perform market analysis to support policy and land use decisions. • Create strategic Economic Development Strategies and Action Plans • Create data driven marking materials that reflect community assets to welcome talent and business for key clusters 2) Economic Development and Real Estate Financial Analysis • Provide robust and data rich assessments of Bozeman and Gallatin County’s real estate and housing market. o Regional growth trends related to population, employment including tracking key employment sectors, and demographic data o For-sale Market o Rental Market o Commercial and Residential Market Trends o Affordability Indicators • Provide data driven analysis to support economic development strategy and implementation of that strategy. 3) Public-Private Partnerships • Assist in negotiating and structuring public-private partnerships that are beneficial to the City of Bozeman. o Provide guidance on the development of shared structured and surface parking facilities. o Provide guidance on attracting and facilitating mixed use investment in key districts. o Provide guidance on the development of workforce and affordable housing projects, deal structures and incentives • Provide robust and detailed analysis and financial pro formas to examine the financial feasibility of specific projects and provide gap financing analysis to right size economic development incentives. • Project TIF cash flows based on existing projects and projected projects to assist with obtaining financing, including bonding. 4) Building and Development Conceptualization 64 Professional Services Agreement for Cascadia Partners, LLC Term Contract Page 15 of 15 • Provide ongoing assistance in developing Bozeman’s mixed-use districts as a specific kinds of places by working with property owners and developers to advance building concepts and formats that are consistent with the aspirations of Bozeman’s guiding plans, while staying feasible in Bozeman’s real estate market. The firm or team will demonstrate competency in urban and landscape planning and design and be able to produce visioning documents that show the integration of plans and projects with the built environment. 65 Memorandum REPORT TO:City Commission FROM:Griffin Nielsen, Water Resources Engineer Shawn Kohtz, Utilities Director SUBJECT:Authorize the City Manager to sign Amendment 1 to the Professional Services Agreement with Advanced Engineering and Environmental Services, LLC (AE2S) for the Pressure Reducing Valve Phase 1 Upgrade Project MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Agreement - Vendor/Contract RECOMMENDATION:Authorize the City Manager to sign Amendment 1 to the Professional Services Agreement with Advanced Engineering and Environmental Services, LLC (AE2S) for the Pressure Reducing Valve Phase 1 Upgrade Project STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and maintenance for existing and new infrastructure. BACKGROUND:The City operates twenty-five pressure reducing valves (PRVs) that regulate the five pressure zones within the municipal water distribution system. These PRVs range in age from one to twenty-eight years, with most exceeding twenty years in service. Water Division staff perform biannual inspections, operations checks, and routine maintenance on each PRV. Based on these inspections and ongoing water utility planning efforts, the City’s current Water Facility Plan recommends upgrading existing PRVs, including removal of select valves, to improve long-term operation and maintenance and support future remote operation capabilities. The PRV Phase 1 Upgrade Project is included in the City’s Capital Improvements Plan as Project No. W72. To support design and construction, the City procured Advanced Engineering and Environmental Services, LLC (AE2S) and executed a professional services agreement (PSA) for preliminary design. Preliminary design is now complete. The City determined that removal of eight PRVs is the most appropriate initial phase to move into final design and bidding, to align with the project's phased funding. Amendment No. 1 to the PSA expands the scope of work to include final design and bidding services for the removal of these eight PRVs. A detailed breakdown of the additional services is provided in the attached amendment. A subsequent amendment is anticipated to cover construction engineering services and final design for upgrades to the remaining PRVs. 66 UNRESOLVED ISSUES:None ALTERNATIVES:As suggested by the Commission FISCAL EFFECTS:Amendment No. 1 adds a cost of $65,500.00, bringing the PSA total to $150,100. Funding is provided from the Water Fund for CIP No. W72, which has an available project budget of $500,000 available in FY27, as such adequate funding exists. Attachments: Amendment_1_PSA_AE2S_PRV Upgrades Ph 1.pdf Report compiled on: July 23, 2026 67 First Amendment to Professional Services Agreement for Bozeman PRV Phase I Improvements FY 2025 – FY 2026 Page 1 of 6 FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT THIS FIRST AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT FOR Bozeman PRV Phase I Upgrade dated August 8th, 2023 (the “Agreement”) is made and entered into this 4th day of August, 2026, by and between the CITY OF BOZEMAN, MONTANA, a self governing municipal corporation organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and Advanced Engineering and Environmental Services, LLC, hereinafter referred to as “Engineer.” In consideration of the mutual covenants and agreements herein contained, the receipt and sufficiency whereof being hereby acknowledged, the parties hereto agree to amend the Agreement as follows: 1. Engineering Services The detailed description of the specific project components is described as follows: 1.1 Deliver detailed Drawings for each PRV improvement, compiled into a single set with sufficient detail to convey the scope of construction. 1.2 Deliver Bidding Documents and Specifications including the bid package prepared in accordance with the City of Bozeman’s modifications to the EJCDC C-series (2018) Construction Documents. All bid documents and specifications will be PDF versions. 1.9 Deliver Final Bid Package. After receiving Owner comments, the Engineer will make any revisions necessary prior to Advertisement for Bids. 2. Basic Engineering Services: The ENGINEER shall render professional Engineering Services as follows: 2.1 Phase 040 Final Design Phase 68 First Amendment to Professional Services Agreement for Bozeman PRV Phase I Improvements FY 2025 – FY 2026 Page 2 of 6 After written authorization to proceed with the Final Design Phase, ENGINEER shall: 2.1.1 On the basis of the accepted Preliminary Design documents prepare for incorporation in the Contract Documents final drawings and Technical Specifications of sufficient detail to show the general scope, extent and detailed character of the work to be furnished and performed by the Contractor(s) suitable for use in the project bidding and construction. 2.1.2 Advise OWNER of any adjustments to the latest opinion of probable Total Project Costs caused by changes in general scope, extent or character or design requirements of the Project or Construction Costs. Furnish to OWNER a revised opinion of probable Total Project Costs based on the Drawings and Specifications. 2.1.3 Prepare for review and approval by OWNER, its legal counsel and other advisors, contract agreement forms, general conditions and supplementary conditions, and (where appropriate) bid forms, invitations to bid and instructions to bidders, special provisions, technical specifications, and standard drawings, and other related contract documents in conformance with the latest edition of the Montana Public Works Standard Specifications (MPWSS) and City of Bozeman Modifications to MPWSS adopted by the City of Bozeman. 2.1.4 Furnish OWNER an electronic copy of the Contract Documents (including design drawings and specifications). The Final Phase will be complete and submitted within 194 calendar days following written authorization from OWNER to ENGINEER to proceed with that phase of services. 2.2 Phase 050 Bidding or Negotiations Phase After written authorization to proceed with the Bidding or Negotiating Phase, ENGINEER shall: 2.2.1 Assist OWNER in advertising for and obtaining bids or negotiating proposals for construction contract(s) and record prospective bidders to whom Bidding Documents have been issued, receive and process deposits for Bidding Documents and conduct pre- bid conferences. 2.2.2 Provide interpretation or clarification to prospective bidders regarding the Bidding Documents, and issue addenda as appropriate. 69 First Amendment to Professional Services Agreement for Bozeman PRV Phase I Improvements FY 2025 – FY 2026 Page 3 of 6 2.2.3 Consult with and advise OWNER as to the acceptability of the prime contractor, subcontractors, suppliers and other persons and organizations proposed by the prime contractor(s) (herein call "Contractor(s)") for those portions of the work as to which such acceptability is required by the Bidding Documents. 2.2.4 Consult with OWNER concerning and determine the acceptability of substitute materials and equipment proposed by Contractor(s) when substitution prior to the award of contracts is allowed by the Bidding Documents. 2.2.5 Attend the bid opening, prepare bid tabulation, evaluate bids, assess bidders' responsiveness and responsibility and make award recommendation to OWNER. 2.2.6 Facilitate contract award, and the execution and distribution of the contract documents for construction, materials, equipment and services. Furnish Owner one electronic signature set of executed contract documents (including design drawings, specifications and contracts). 2.3 Construction Phase – Reserved 3. Project Schedule See the Work Plan Schedule form identifying timelines for project. 4. Compensation for Engineering Service 4.1 LUMP SUM AGREEMENT FOR BASIC SERVICES AND EXPENSES OF ENGINEER 4.1.1 Payment. The OWNER shall for design phase services performed as Basic Engineering Services under section 2.1 of this Agreement pay a total sum in the amount of $50,000 for such services. 4.1.2 Payment Schedule. Total cumulative payments for the design phase engineering services (section 2.1) shall not exceed the following ceilings: 70 First Amendment to Professional Services Agreement for Bozeman PRV Phase I Improvements FY 2025 – FY 2026 Page 4 of 6 $ 45,000 (90% of design fee) until the Preliminary Design Phase deliverables have been submitted to the OWNER and review authorities. 4.1.3 General. Engineer shall submit monthly statements for services rendered. The statements shall be based upon Engineer's estimate of the proportion of the total services actually completed at the time of billing, subject to any limitations on Payments based on completion of tasks or specific retainage requirements pursuant to the payment provisions of this Agreement. 4.1.4 Reimbursable Expenses. Only those expenses specifically identified for payment under section 4.2.2 of this Agreement are reimbursable. All other design related expenses are included in the Lump Sum Payment for the Basic services (2.1) and are not separately reimbursable. Additional Services specifically identified under the scope of design services for payment under 4.2 are not separately reimbursable. 4.2 DIRECT LABOR COST PAYMENT FOR BASIC SERVICES AND EXPENSES OF ENGINEER Bidding Phase services performed as Basic Engineering Services under section 2.2 shall be compensated in accordance with the following: 4.2.1 The OWNER shall pay for Bidding Phase Services an amount not to exceed $15,500 except as provided under 4.2.2 4.2.1.1 Costs Compensation. Compensation for these services shall be based on the ENGINEER's Direct Labor Cost times a factor of 3.20 for services rendered which shall cover Direct Labor, Direct Labor Overhead, General & Administrative Overhead and Profit. 4.2.1.3 Costs Exceeding Estimated Compensation. Except as allowed under 5.2.1, when the total cost of the original scope Construction Phase and Project Documentation Services exceeds the negotiated compensation for these services, the OWNER shall pay only for the direct costs incurred in excess of the estimated compensation. These costs consist of an amount equal to the ENGINEER'S Direct Labor Cost times a factor of 2.75 for services rendered which shall include Direct Labor, the federally audited payroll Direct Labor Overhead, and General & Administrative Overhead costs, but shall not include any allowance for profit. 4.2.2 Reimbursable Expenses, as defined in section 7.4 of the original Professional Services Agreement, for Basic Services and Approved Additional Services shall be paid to the ENGINEER by the OWNER in the actual amount of the costs incurred up to an amount not to 71 First Amendment to Professional Services Agreement for Bozeman PRV Phase I Improvements FY 2025 – FY 2026 Page 5 of 6 exceed $ 217.50 which includes $ 0 for consultants employed by the Engineer and $ 217.50 for all other reimbursable expenses. The estimated reimbursable expenses are identified in Exhibit "A". 4.2.4 The OWNER shall pay an amount for Additional Services rendered by the Engineer and approved in writing by the OWNER on the basis of the Engineer’s Direct Labor Costs times a factor of 3.20 , or an amount otherwise negotiated at the time such services are requested and approved by the OWNER. 5. Agreement still valid. All remaining terms and provisions of the Agreement remain in effect. **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** 72 First Amendment to Professional Services Agreement for Bozeman PRV Phase I Improvements FY 2025 – FY 2026 Page 6 of 6 IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year first above written. CITY OF BOZEMAN, MONTANA ENGINEER By________________________________ By_____________________________ Chuck Winn, City Manager Print Name: Title: APPROVED AS TO FORM By_______________________________ Greg Sullivan, Bozeman City Attorney 73 Memorandum REPORT TO:City Commission FROM:Griffin Nielsen, Water Resources Engineer Shawn Kohtz, Utilities Director SUBJECT:Authorize the City Manager to sign Amendment 1 to the Professional Services Agreement with Advanced Engineering and Environmental Services, LLC (AE2S) for the Integrated Water Resource Plan Update MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Agreement - Vendor/Contract RECOMMENDATION:Authorize the City Manager to sign Amendment 1 to the Professional Services Agreement with Advanced Engineering and Environmental Services, LLC (AE2S) for the Integrated Water Resource Plan Update STRATEGIC PLAN:1.2 Community Engagement: Broaden and deepen engagement of the community in city government, innovating methods for inviting input from the community and stakeholders. BACKGROUND:In 2013, the Bozeman City Commission adopted the Integrated Water Resource Plan (IWRP), which recommends water use and supply policies and practices to meet future needs. Since then, the City has made significant strides in implementing recommendations outlined in the IWRP. Due to progress made and changes in the community, the IWRP is now being updated - guided by a robust public engagement process. On January 28, 2025, the Bozeman City Commission approved a Professional Services Agreement with Advanced Engineering and Environmental Services, LLC (AE2), an engineering firm with extensive planning and designing water supply infrastructure, to support technical analyses necessary to the IWRP community outreach process as well as to prepare the updated IWRP for review and adoption. On April 8, 2025, the Bozeman City Commission approved the IWRP Engagement Plan, which, in addition to broad public engagement, includes the creation of a temporary Water Advisory Committee (WAC). The WAC will advise city staff and the City Commission by: • Reviewing and discussing water supply options and strategies • Providing input on policy and infrastructure recommendations • Recommending updates to the IWRP that reflect both technical feasibility and community values. 74 The WAC, comprised of two subcommittees: the Technical Advisory Committee and Public Advisory Committee, has met regularly throughout the early stages of the process (June 2025 – May 2026) to develop the IWRP’s basis of planning assumptions and the framework by which water supply alternatives will be evaluated. On May 20, 2026, the WAC met and selected conceptual water supply alternatives for further technical analysis to determine the available supply, costs, project delivery timeline, and potential challenges for these alternatives. The attached Amendment No. 1 to the PSA with AE2S reflects additional scope to provide the technical analysis of the conceptual alternatives selected by the WAC, participate and advise during the remaining course of the project, and prepare the updated IWRP for review and adoption. UNRESOLVED ISSUES:None ALTERNATIVES:As suggested by the Commission FISCAL EFFECTS:Amendment No. 1 adds a cost of $198,285, bringing the project total to $474,111. Funding is provided from the Water Fund for CIP No. W151, which has a project budget of $516,000 available in FY27; as such, adequate funding exists. Attachments: Amendment_1_PSA_AE2S_IWRP.pdf Report compiled on: July 23, 2026 75 First Amendment to Professional Services Agreement for Bozeman Integrated Water Resources Plan FY 2027 – FY 2028 Page 1 of 10 FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT THIS FIRST AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT FOR Bozeman Integrated Water Resources Plan dated January 28, 2025 (the “Agreement”) is made and entered into this 4th day of August 2026, by and between the CITY OF BOZEMAN, MONTANA, a self governing municipal corporation organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and Advanced Engineering and Environmental Services, LLC, hereinafter referred to as “Engineer.” In consideration of the mutual covenants and agreements herein contained, the receipt and sufficiency whereof being hereby acknowledged, the parties hereto agree to amend the Agreement as follows: 1. Article 1 – Engineering Services – Engineer will provide additional Engineering Services set forth in Exhibit A – Phase 2 Scope and Fee Description, which is hereby incorporated in and made part of this Amendment. 2. Article 6 – Compensation for Engineering Service – The City shall pay time-and-materials not-to-exceed as identified in Exhibit A – Phase 2 Scope and Fee Description. **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** 76 First Amendment to Professional Services Agreement for Bozeman Integrated Water Resources Plan FY 2027 – FY 2028 Page 2 of 10 IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year first above written. CITY OF BOZEMAN, MONTANA Advanced Engineering and Environmental Services, LLC By________________________________ By_____________________________ Chuck Winn, City Manager Print Name: Brian Bergantine, PE Title: Project Quality Director APPROVED AS TO FORM By_______________________________ Greg Sullivan, Bozeman City Attorney 77 Exhibit A to First Amendment to PSA Dated January 28, 2025 Bozeman Integrated Water Resources Plan Phase 2 – Alternatives Analysis and Report Scope and Fee Description The objective of this project is to develop an updated Integrated Water Resources Plan (IWRP) that provides alternatives to improve Bozeman’s water supply resiliency. The ultimate deliverable for this project will include an updated IWRP summarizing the 50-year planning horizon and recommended improvements, policies, and/or programs to enhance the water supply portfolio. This project is divided into two phases with Phase 1 including support for the Water Advisory Committee and communications team. Phase 2 will provide more technical analysis on alternatives including benefits and cost and ranking analyses. The alternatives analysis will use a consistent screening framework to compare each alternative’s yield, implementation feasibility, planning-level cost, water rights considerations, environmental considerations, governance complexity, and likely implementation timeline. Unless specifically identified in this scope, Phase 2 does not include detailed design, permitting applications, environmental review documents, field investigations, geotechnical investigations, hydraulic modeling beyond planning-level screening, property acquisition services, or legal opinions. Cost opinions will be planning-level estimates developed for alternatives comparison and are not intended for construction budgeting. This document summarizes the Phase 2 scope and fee. The scope assumes that the City and its consultants will provide available studies, water rights information, operating data, GIS data, planning documents, billing data, and other background information needed to support the alternatives analysis. AE2S will rely on the completeness and accuracy of information provided by others unless otherwise stated. Phase 2: Alternatives Analysis Task 1: Alternatives Yield and Cost Analysis Deliverable: Summary of the seasonal yield over the 50-year planning period for the alternatives developed during Phase 1 Alternatives Cut Sheets - a brief 1–2-page write-up for each alternative evaluated which will include: • Brief description of the alternative • Key challenges and considerations for City of Bozeman • Yield analysis assumptions, methodology, and results • Capital and Operation and Maintenance (O&M) costs • Estimated project timeline • Environmental considerations • Water rights evaluation and implications (WGM Group) Scope: Alternative workshop with consulting team and City staff • Consulting team will present preliminary concept-level supply and costs for alternatives • City will provide feedback on preliminary assumptions Analyze the Tier 1 and Tier 2 alternatives listed below to estimate seasonal water supply yield during irrigation and non-irrigation seasons. Develop concept-level cost estimates including capital and O&M costs Develop short (~ half-page) write-ups for Tier 3 alternatives that qualitatively discuss challenges and opportunities. Include description of major current challenges and justification for excluding each alternative from Tier 1 and 2 analysis. Document assumptions and data used in the Alternatives Cut Sheets 78 Alternatives The summaries below include a high-level definition of the alternative with Phase 2 analysis scope and assumption bullets below the alternative definition. Tier 1 Alternatives Alternative Alternative Description, Analysis Scope, and Assumptions Groundwater Development within City’s Planning Boundary (GW1) Develop a municipal groundwater supply (single well or wellfield) within the City's planning boundary with mitigation for surface water impacts. Scope and Assumptions: • Coordination with City’s Groundwater Development consulting team • Qualitative assessment of deep confined aquifer development feasibility including recommended next steps to further understand hydrogeology • New groundwater permits are assumed to be limited to use between May and October Hyalite Dam Acquisition (HY1) Acquire Hyalite (Middle Creek) Dam from the Department of Natural Resources & Conservation (DNRC) to support the development of other alternatives associated with Hyalite Reservoir. This would include the city taking on the risk and liability associated with dam ownership. Scope and Assumptions: • Assess (qualitative) opportunities, challenges, and benefits • Estimate operation and maintenance costs under existing conditions (cost of O&M under future conditions where additional improvements are made to the reservoir and dam will be provided with their respective alternative, as discussed below) • Estimate costs of liability / insurance • Yield analysis for this alternative will be completed as part of other Hyalite Dam alternatives (discussed below). Hyalite Share Purchasing (HY2) Purchase shares in Hyalite Reservoir. Scope and Assumptions: • Review available historical transaction records from City to assist with share price assumptions and rate of availability Hyalite Reservoir Dredging (HY4) Analyze the need for dredging. If viable, develop dredging plan to preserve/improve active Hyalite reservoir storage capacity. Scope and Assumptions: • Assess the need for dredging. Review available information from DNRC, MCWUA, and dam tender. Estimate approximate annual sediment loading to Hyalite Reservoir • Outline recommended steps to better understand sediment loading to reservoir and cost of bathymetric survey Hyalite Optimization (HY5) Implement improvements to the existing dam infrastructure to optimize the use of water and allow winter storage/use. Includes instrumentation and controls upgrades and armoring the outlet tower. Scope and Assumptions: • Determine tools and infrastructure required to achieve optimization: tower and dam armoring, automated controls, programming for forecasted releases, electrical needs and backup power generation • Assume improvements reduce WTP operational demand, eliminate 20% conveyance loss assessment, allow winter supply • Discuss regulatory feasibility of reduction or elimination of the 20% conveyance loss assessment and recommended next steps (WGM Group) Hyalite Conveyance Loss Assessment (HY6) Work with DNRC and Middle Creek Water Users Association to eliminate the 20% conveyance loss assessed to Hyalite reservoir shareholders. Initial hydrologic investigations have indicated there is a gaining stream between the reservoir and the City’s diversion. This could be used to support a drought reserve. 79 Scope and Assumptions: • Assess legal framework Non-Potable Irrigation for New Development (NP3) Require new developments to install irrigation systems supplied by existing irrigation water rights to reduce potable water use in open spaces and parks. Scope and Assumptions: • Determine the area within the City Planning Boundary that may include shared parks and open space and quantify irrigation demand. Refresh duty factors developed in 2022 as part of the City’s Wastewater Collection System Facility Plan. • Determine parcels within Planning Boundary with associated ditch rights and quantify potential supply (WGM Group) • Cost Analysis: develop capital and O&M costs for irrigation infrastructure on a per gross acre basis (e.g., 10 acres of residential development requires X acres of irrigable parks/open space, which requires Y quantity of irrigation infrastructure, which costs Z dollars) • Assess water right challenges/requirements and cost of water right permitting (e.g., change of use application) (WGM Group) • Summarize information on non-potable irrigation policies in other communities/utilities Managed Aquifer Recharge (O1) Utilize existing canal/ditch systems, gravel pits, or other valley features for groundwater recharge to mitigate groundwater development depletions. Scope and Assumptions: • Coordination with City’s Groundwater Development consulting team • Discuss natural ditch leakage for recharge infrastructure to determine volume available for mitigation (WGM Group) • Assess range of costs for various types of MAR and provide qualitative description of infrastructure needs Sourdough Supply Aquifer Storage and Recovery (O2) Utilize the City’s Sourdough Mystic Lake right and/or Municipal Reservation to recharge/store water in the aquifer upgradient of the City. The goal of storage would be to store spring peak runoff flows in the aquifer and pump the water from the aquifer in the summer months to recover the stored water, using stored water when the water is needed most, particularly in late summer months. Scope and Assumptions: • Quantify range of costs for various types of ASR and provide qualitative description of infrastructure needs • Coordination with City’s Groundwater Development consulting team - currently working on quantifying ASR capacity along the Gallatin Front. Lyman Utilization (O8) Continue to identify opportunities to optimize the use of Lyman Spring. Scope and Assumptions: • Assess strategies to optimize the use of Lyman Spring Drought Reserve (R2) Establish a drought reserve within existing municipal supplies, such as allocated Hyalite storage, Hyalite conveyance loss, or leased agricultural rights. This would hold water in reserve for emergency use during a drought event and would reduce the water supply available for new development and growth. Scope and Assumptions: • Provide high level recommendations on policy and structure of drought reserve • Provide recommendations on next steps Sourdough Naturalized Storage (SD3) Implement nature-based storage improvements (e.g., beaver dam analogs or small wetland impoundments) to enhance water retention and normalize flow throughout the year. Scope and Assumptions: • Qualitatively describe benefits of nature-based storage on Sourdough hydrology. Estimate range of “yield” improvements • Assess challenges with this alternative for improving public water supply Water Rights Acquisition (WR1) Acquire and change existing surface water rights within the Sourdough and Hyalite watersheds for municipal use. Note that there would still be some benefit to reliable yield if senior holder’s rights were retired – they may provide short-term benefit to the City while change applications are being processed. 80 Scope and Assumptions: • Complete high-level analysis of consumptive use available to change to municipal purpose (WGM Group) • Water right market assessment for assumed costs – review existing literature (WGM Group) Water Reclamation Facility Reuse for Irrigation Targeted Applications (WRF2) Utilize WRF effluent for irrigation of City parks, golf courses, and other non-potable applications such as snowmaking. This alternative would require additional treatment at the WRF (Class A-1), piping, and pump systems. Scope and Assumptions: • Assess water billing data (past 3 years) to identify existing large outdoor water users. • Qualitative discussion on disposal permit implications to change to requiring irrigation • Costs of infrastructure required Tier 2 Alternatives Alternative Yield and Cost Analysis Scope and Assumptions Groundwater Development with Belgrade (GW2) Develop a joint groundwater supply (single well or wellfield) between Bozeman and Belgrade, where hydrogeologic conditions may support higher yields and simpler mitigation. Scope and Assumptions: • Provide a high-level discussion of governance options and challenges • Consulting team will review Groundwater Development consulting team analysis and assumptions for yield and costs of West Gallatin River Alluvium alternative Groundwater Development outside City’s Planning Boundary (GW5) Develop a municipal groundwater supply (single well or wellfield) outside the City's planning boundary. • See Groundwater Alternative Assumptions Above Hyalite Dam Raise (HY3) Implement physical modifications to Hyalite dam to increase storage and available shares. Scope and Assumptions: • Review LiDAR to determine a reasonable dam raise elevation and associated additional storage • Assess regulatory challenges • Develop a general roadmap for implementing a dam raise project • Review cost and yield assumptions made in the Middle Creek Dam Rehabilitation Feasibility Study (DNRC, 1985) Missouri River Supply Import (I1) Develop a water treatment and delivery system to utilize Missouri River / Canyon Ferry water. Scope and Assumptions: • Refresh Regionalization analysis and qualitatively discuss three options of utilizing Missouri River (Canyon Ferry diversion, Missouri River diversion, and water banking/marketing) • Describe water rights issues for each diversion sub-alternative and discuss approach to mitigating legal challenges (WGM Group) • Define cost for each diversion sub-alternative Non-Potable Irrigation Citywide Utility (NP1) Develop a city utility to distribute non-potable water throughout the City for irrigation, supplied by the transfer or lease of existing irrigation rights. Scope and Assumptions: • Develop costs on a per acre basis • Yield: No new supply is created, but outdoor demand is reduced Non-Potable Irrigation for Targeted Retrofit Applications within City Limits (NP2) Retrofit existing City parks, open spaces, and/or commercial properties to utilize non-potable irrigation sources. Scope and Assumptions: • Coordinate with City staff to help identify largest public open space municipal water users (e.g., softball complex). • Assess options for supplying non-potable water to replace municipal water use may include exempt wells, existing wells with transferred rights, ditch rights 81 • Develop cost estimate for areas specified as target locations (if using exempt wells, may need irrigation storage depending on demand) Non-Potable Irrigation for all New Development (NP4) Require new developments to install irrigation systems supplied by existing irrigation water rights to reduce potable water use in open spaces, parks, and individual private lots. These systems would be maintained by the HOA. Scope and Assumptions: • See Alternative NP3 for scope Valley Storage within City’s Planning Boundary for Water Supply (O3) Utilize existing gravel pits or valley features for localized storage of spring peak flows or transfer/lease of surface water rights. The goal of storage would be to provide a new supply for potable or non-potable use by the City. Scope and Assumptions: • Identify potential storage locations • Identify potential water rights • Develop costs for conveyance, storage, and treatment options Canal Company Impoundment (e.g., Salar concept) (O4) Municipal water supplied by a reservoir on a property that has access to canal systems. The City could lease or own water rights. Infrastructure could be City owned or private venture. Scope and Assumptions: • Refresh 2013 Salar project assumptions and costs • Water rights consultant to provide opinion on supply range possible by reviewing ditch water rights on various canals/ditches and cost of leasing or buying / transferring water right Cloud Seeding (R1) Enhance precipitation in the Lyman, Sourdough, and Hyalite watersheds by cloud seeding. This is a resiliency project. Scope and Assumptions: • Review and summarize studies and applications of cloud seeding in neighboring States • Discuss various infrastructure options and costs • Discuss governance Utility Interconnect (R3) Establish a physical connection to a neighboring community’s water supply system (e.g., Belgrade) to utilize during an emergency. Scope and Assumptions: • Assess challenges with authority under current law and recommended next steps to continue pursuing this option (WGM Group) • Assess water right challenges • Assess likely infrastructure needed and costs Watershed Restoration to Improve Yield (R4) Implement watershed restoration projects (e.g., floodplain reconnection, forest management, streambank stabilization) to enhance runoff retention and water yield. These projects must clearly demonstrate that they will expand the City’s water supply in order to use funding sources that the City relies on to support supply development/expansion projects. Scope and Assumptions: • Review case studies of snow mounding and discuss opportunities and challenges • Assess water right challenges Snow Fencing / Mounding (R5) Develop passive or active strategies to collect snow within the Lyman, Sourdough and Hyalite basins to act as mini-reservoirs, reducing evaporation/sublimation and extending snowmelt. This is a resiliency project. Scope and Assumptions: • Review case studies of snow mounding and discuss opportunities and challenges • Assess water right challenges Sourdough Storage Traditional Impoundment (SD1) Develop a single (<6,000 ac-ft) dam and reservoir within the Sourdough drainage to consolidate and maximize use of the legally available storage volume under the Mystic Lake water right and Municipal Reservation. 82 Scope and Assumptions: • Review previous reports regarding Sourdough reservoir development to understand cost and storage assumptions (Sourdough Creek Reservoir Development Plan, April 2011) • Assess permitting challenges/constraints Sourdough Storage Multiple Lowhead Dams (SD2) Develop multiple impoundments within the Sourdough drainage to utilize and maximize the historical Mystic Lake and/or Municipal Reservation rights. Scope and Assumptions: • Review similar case studies • Assess water right implications and opportunities (WGM Group) • Discuss permitting challenges/constraints • Estimate cost of constructing multiple smaller impoundments within the Sourdough drainage Water Marketing (WR2) Develop agreements to access water from existing rights holders through leasing, acquisition, or exchange. This may include short-term leases allowed under DNRC rules (e.g., temporary changes up to 180 ac-ft/year), longer-term transfers requiring DNRC change authorization, or partnerships with entities such as the Gallatin Water Trust that can aggregate, manage, and market water on behalf of multiple irrigators. Scope and Assumptions: • See scope for Alternative WR1 • Discuss Gallatin Water Bank opportunities and potential framework for leasing water Water Reclamation Facility Reuse for Industrial Applications (WRF4) Deliver WRF effluent to industrial users to offset potable use. Given the lack of large industrial/commercial users in the City currently, this alternative could be a policy to encourage/require future industry use of WRF effluent or other non-potable water, such as recycled water. May require additional treatment at WRF, piping, and pump systems. Scope and Assumptions: • Assess water treatment requirements for various industrial uses • Verify policies and water right implications Water Reclamation Facility Reuse for Direct Potable (WRF5) Treat and reuse WRF effluent for direct potable use through connection to the existing distribution system. This alternative would require additional treatment at the WRF (Class A-1), piping, and pump systems. Scope and Assumptions: • Develop cost estimates for infrastructure needs (treatment, storage, pumping, distribution) • Verify policies and water right implications Water Reclamation Facility Reuse Groundwater Recharge or ASR (WRF6) Recharge groundwater using WRF effluent (e.g., via existing infiltration/percolation beds and/or injection wells) to offset groundwater withdrawals or enhance local aquifer storage. This alternative may require additional treatment at the WRF (Class A-1 for injection wells) and pump systems. Scope and Assumptions: • Develop cost estimates for infrastructure needs (treatment, storage, pumping, distribution) • Verify policies and water right implications Tier 3 alternatives will not be evaluated in detail for this IWRP Update because they are assumed to have prohibitive legal, physical, governance, environmental, or social challenges. Tier 3 Alternatives Alternative Justification for No Further Analysis Adjacent Drainage Supply Development (I2) Very challenging from a water right perspective and large investment for likely small return Ditch Improvements (O5) Environmental and social drawbacks exceed potential yield The ditch/canal system throughout the valley provides groundwater recharge, habitat, and agricultural benefit 83 Rainwater Capture and Reuse (O6) Very challenging from a water right perspective and large investment for likely small return Stormwater Capture and Reuse (O7) Very challenging from a water right perspective and large investment for likely small return Salvaged Water (WR3) Very challenging from a water right perspective and large investment for likely small return Water Reclamation Facility Reuse for Irrigation in New Development (WRF1) Cost benefit ratio very high Water Reclamation Facility Reuse for Irrigators (WRF3) Environmental and social drawbacks exceed potential yield Task 2: Project Management, Coordination with Water Advisory Committee, Recommendations, and IWRP Adoption Support Deliverable: Monthly invoices, WAC meeting presentation slides, City Commission meeting attendance, and content creation support Scope: Develop draft recommendations which may generally include Tiered supply alternative priorities and next steps Participate /present at alternatives review WAC Workshop (May 2026) to discuss which alternatives will not move forward. Participate / present at alternatives analysis WAC Workshop, expected November 2026 Participate / preset at WAC Recommendation Workshop, expected December 2026 Participate / present at Draft Report Review WAC Workshop, expected March 2027 Participate / present at City Board meetings (Community Development, Sustainability, and Economic Vitality), expected June 2027 Participate / present at City Commission meeting to adopt IWRP, expected June 2027 Assumptions: Phase 2 scope assumes three 3-hour long workshops attended in-person by Project Manager (May 2026 WAC meeting, WAC Alternatives Workshop, and WAC Recommendations Workshop) Phase 2 includes Sarah Church budget for evaluating social criteria and participating in WAC workshops Task 3: IWRP Report Deliverable/Scope: Executive Summary (20-40 pages) with appendices, including Basis of Planning Technical Memorandum and Alternatives “Cut- Sheets” Report review assumptions: 1) First draft to be reviewed by City staff 2) Second draft to be reviewed by WAC 3) Third draft assumed to be 95% complete; substantial comments from City Boards, the public, or the Commission are not anticipated 84 Project Schedule: Schedule below assumes August 4, 2026 Notice to Proceed: • City Staff Alternatives Workshop – week of September 14, 2026 • Draft Alternative Cut-Sheets – week of September 28, 2026 • WAC Alternatives Workshop – November 2026 • WAC Recommendation Workshop – December 2026 • Draft Executive Summary – January 2027 • WAC Draft Report Review Workshop – March 2027 • Final Executive Summary and Report Deliverables – May 2027 • IWRP Adoption Support – June 2027 Fee Schedule: Task PM Senior QC E1 Graphics AE2S Fee Sarah Church WGM Group Jacobs Total Fee hourly rate $246 $317 $182 $117 Task 1 – Alternatives Yield and Cost Analysis 35 15 101 0 $31,747 $0 $42,000 $55,005 $128,752 Task 2 – Project Management and WAC Coordination 84 9 32 0 $29,341 $9,000 $0 $0 $38,341 Task 3 – IWRP Report 14 8 36 20 $14,872 $0 $2,100 $14,220 $31,192 Total 133 32 169 20 $75,960 $9,000 $44,100 $69,225 $198,285 AE2S Hours Subconsultants Fee 85 Memorandum REPORT TO:City Commission FROM:David Fine, Economic Development Manager Brian Guyer, Community Housing Manager Brit Fontenot, Economic Development Director SUBJECT:Authorize the City Manager to Sign Task Order 5 with Cushing Terrell for Analysis of a Housing Site in the Turnrow Subdivision MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Agreement - Vendor/Contract RECOMMENDATION:Authorize the City Manager to Sign Task Order 5 with Cushing Terrell for Analysis of a Housing Site in the Turnrow Subdivision. STRATEGIC PLAN:4.1 Informed Conversation on Growth: Continue developing an in-depth understanding of how Bozeman is growing and changing and proactively address change in a balanced and coordinated manner. BACKGROUND:The City of Bozeman entered into an agreement with the developer of the Turnrow subdivision to designate 5 acres of land for future affordable housing development. The City's Community Housing Program is proposing to conduct massing and site analysis work to consider affordable for sale townhome options for this site. The property is already annexed and zoned REMU. UNRESOLVED ISSUES:None at this time. ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:This scope of work is not to exceed $24,500 and will be paid from the Community Housing Budget. Attachments: CT COB25_URD03 TO05.pdf Report compiled on: July 23, 2026 86 cushingterrell.com June 23, 2026 David Fine City of Bozeman Economic Development Department 121 N Rouse Bozeman, MT 59715 DFine@bozeman.net Re: Professional Design Services for Turnrow Concept Designs – Task Order #05 Mr. Fine: CTA Inc. (dba Cushing Terrell) is pleased to provide this architectural and site planning services proposal for conceptual design of the “Turnrow” site in Bozeman, Montana. We are excited and pleased at the opportunity to work with you on this project. The attached proposal provides a description of Cushing Terrell’s understanding of the project scope and discusses the scope of services Cushing Terrell will provide. Please review the proposed services and fees attached. Do not hesitate to call or email if you have any questions about the content therein. If you find this proposal meets your expectations, we will review and sign the Task Order once issued by the City. Thank you for this opportunity. Sincerely, CUSHING TERRELL Name, Alex Russell, Principal Attachments: Cushing Terrell Proposal 87 cushingterrell.com Proposal for Conceptual Design for “Turnrow” site SCOPE OF PROJECT Cushing Terrell will provide architectural and site planning services for the City of Bozeman “Turnrow” site to study two site concepts that comply with the current zoning. The anticipated program is to provide town homes that meet zoning requirements. The conceptual design will be based off the current masterplan documents provided to Cushing Terrell. SCOPE OF SERVICES Architecture: • Two conceptual site plans with massing studies for town homes, unit quantities, and overall square footages for each town home. • Precedent images for what the town homes will look like on the site. Site Planning: • Conceptual site layout showing roadways, parking, landscape/ common areas, and overall site program. COMPENSATION PROPOSAL Basic Services Architecture and Site Planning $24,500 Total Services Hourly Estimated at $24,500 The estimated fee is based on program and information provided to Cushing Terrell. These fees are subject to change if the scope of the project changes. Hourly work will be billed at Cushing Terrell’s standard hourly rates for the year in which the time is expended. REIMBURSABLE EXPENSES Reimbursable expenses include travel (airfare, auto rental, mileage/fuel, lodging, and meals), printing, copying, permitting fees, and postage, and will be billed as incurred at cost plus 5%. Legal fees incurred as a result of modifying a standard AIA contract or using Owner provided agreements will be billed as a reimbursable expense to the project. 88 3 cushingterrell.com PROJECT SCHEDULE We anticipate the architectural and site planning process to take approximately 2 months depending on City review timeline and comments. This proposal is based upon prompt Owner review of and response to the submittals as shown above. The Owner acknowledges that Owner-generated changes in the schedule of the project may result in modifications of the associated professional fees. This proposal is valid for 90 (ninety) days from date of issue. 89 Memorandum REPORT TO:City Commission FROM:Karl Johnson, Project Engineer Shawn Khotz, Director of Utilities SUBJECT:Resolution Authorizing Change Order No. 5 with CK May Excavating, Inc. For the 2024 Street and Utility Improvements Project MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Resolution RECOMMENDATION:Approve Resolution Authorizing Change Order No. 5 with CK May Excavating, Inc. For the 2024 Street and Utility Improvements Project STRATEGIC PLAN:4.3 Strategic Infrastructure Choices: Prioritize long-term investment and maintenance for existing and new infrastructure. BACKGROUND:Change Order No. 5 to the 2024 Street and Utility Improvements Project includes extending 7 of the proposed fire hydrants in the 12th 13th and 14th Avenues Water Renovation portion of the project. The hydrants required extensions to achieve proper elevations. The recommended change in cost for these items is reasonable and commensurate with the work involved. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:Change Order 5 increases the contract price by $17,405.98 to the overall contract price from $4,751,685.56 to $4,769,091.54. Adequate funding exists in the water pipe rehabilitation budget (W04) to cover these costs. Attachments: Change Order 5 with CK May Excavating for 2024 Street and Utility Improvments Project.pdf Resolution Change Order 5 for 2024 Street and Utility Improvements Project.docx Report compiled on: July 16, 2026 90 Page 1 of 2 Prepared by the Engineers Joint Contract Documents Committee and endorsed by The Associated General Contractors of America and the Construction Specifications Institute. CHANGE ORDERN o. 05 DATE OF ISSUANCE 7/16/2026 EFFECTIVE DATE 6/18/2026 OWNER: City of Bozeman CONTRACTOR: CK May Contract: 2024 Street and Utility Improvements Project Project: 2024 Street and Utility Improvements Project OWNER's Contract No. ENGINEER: City of Bozeman ENGINEER's Contract No. You are directed to make the following changes in the Contract Documents: Description: Mill existing asphalt pavement a two-inch depth in South 12th, 13th, and 14th Avenues from College Street to Koch Street. Work is depicted in the contract drawings labeled as “performed by others”. Reason for Change Order: Milling of 12th , 13th , and 14th Avenues was planned to be completed by the City Streets Department. The Streets Department cannot complete the work due to their existing workload. Attachments: 12th 13th 14th Mill Overlay - CK May Proposal_08.06.25 CHANGE IN CONTRACT PRICE: CHANGE IN CONTRACT TIMES: Original Contract Price $ 4,288,769.50 Original Contract Times: Substantial Completion: 300 Ready for final payment: 300 (days or dates) Net Increase (Decrease) from previous Change Orders No. 01 to 04 : $ 462,916.06 Net change from previous Change Orders No. 01 to No. 04 : Substantial Completion: 73 Ready for final payment: 73 (days) Contract Price prior to this Change Order: $ 4,751,685.56 Contract Times prior to this Change Order: Substantial Completion: 373 Ready for final payment: 373 (days or dates) Net increase (decrease) of this Change Order: $ 17,405.98 Net increase (decrease) this Change Order: Substantial Completion: 0 Ready for final payment: 0 (days) Contract Price with all approved Change Orders: $ 4,769,091.54 Contract Times with all approved Change Orders: Substantial Completion: 373 Ready for final payment: 373 (days or dates) Contractor certifies and agrees that there are no additional costs or claims for extra work, additional time, delays or omitted items, of any nature whatsoever, associated with the subject change order items, except as identified and set forth herein and unless expressly stated otherwise in the Change Order. And further, that the price agreed-upon herein represents the full cost and value for the subject work performed and the materials supplied under the terms of the contract and that the work quantities and value were properly determined and are correct. CONTRACTOR (Authorized Signature) Date RECOMMENDED BY: APPROVED BY: (ENGINEER - Signature) Date OWNER (Authori zed Signature) Date EJCDC 1910-8-B (1996 Edition) 7/16/2026 07/16/2026 91 Page 2 of 2 Prepared by the Engineers Joint Contract Documents Committee and endorsed by The Associated General Contractors of America and the Construction Specifications Institute. CHANGE ORDER INSTRUCTIONS A. GENERAL INFORMATION This document was developed to provide a uniform format for handling contract changes that affect Contract Price or Contract Times. Changes that have been initiated by a Work Change Directive must be incorporated into a subsequent Change Order if they affect Price or Times. Changes that affect Contract Price or Contract Times should be promptly covered by a Change Order. The practice of accumulating Change Orders to reduce the administrative burden may lead to unnecessary disputes. If Milestones have been listed in the Agreement, any effect of a Change Order thereon should be addressed. For supplemental instructions and minor changes not involving a change in the Contract Price or Contract Times, a Field Order should be used. B. COMPLETING THE CHANGE ORDER FORM Engineer normally initiates the form, including a description of the changes involved and attachments based upon documents and proposals submitted by Contractor, or requests from Owner, or both. Once Engineer has completed and signed the form, all copies should be sent to Owner or Contractor for approval, depending on whether the Change Order is a true order to the Contractor or the formalization of a negotiated agreement for a previously performed change. After approval by one contracting party, all copies should be sent to the other party for approval. Engineer should make distribution of executed copies after approval by both parties. If a change only applies to price or to times, cross out the part of the tabulation that does not apply. 92 Bozeman, MT QTY Hours Unit Price Cost Comments 1 3.50 $ 42.00 $ 147.00 1 1.50 $ 63.00 $ 94.50 1 1.00 $ 108.53 $ 108.53 1 1.00 $ 3.38 $ 3.38 1 5.00 $ 14.10 $ 70.50 1 5.00 $ 1.98 $ 9.90 1 8.00 $ 37.00 $ 296.00 1 0.00 $ - 1 1.00 $ 72.70 $ 72.70 1 1.00 $ 4.14 $ 4.14 1 8.00 $ 14.10 $ 112.80 1 8.00 $ 1.98 $ 15.84 1 3.00 $ 32.00 $ 96.00 1 0.00 1 1.00 $ 17.30 $ 17.30 1 1.00 $ 1.34 $ 1.34 1 3.00 $ 11.82 $ 35.46 1 3.00 $ 1.98 $ 5.94 $ - $ 163.70 QTY Hours Unit Price Cost Comments $ - $ - $ - QTY Units Unit Price Cost Comments 7 EA $ 1,348.00 $ 9,436.00 9 EA $ 499.00 $ 4,491.00 3 EA $ 24.53 $ 73.59 3 EA $ 14.57 $ 43.71 $ - $ 2,106.65 QTY Units Unit Price Cost Comments $ - $ - $ - Total Cost $ 17,405.98 6/18/2026 DESCRIPTION:2024 Street and Utility Improvements Project - #8926122 Install 7-ea 12" hydrant extensions on 6'-6" hydrants. Note: It was originally anticipated that 9-ea hydrants would require extensions. 9-ea extensions and rods were ordered. The extensions could be returned but the lower rods cannot be returned. P.O. Box 1426 PROJECT LOCATION: Karl Johnson 2024 Street and Utility Improvements Project - T&M Pricing Detail CONTRACTOR: CK May Excavating PROJECT NAME: PROJECT MANAGER Jim Blair ADDRESS: 2024 Street and Utility Improvements Project Belgrade, MT 59714 REQUESTED FROM: PHONE: 406-539-6559 ON DATE: Description LABOR:T.T.B. (ST Wage) T.T.B. (OT Wage) J.D.F. (ST Wage) T.T.B. (Unemployment - 1.40%) T.T.B. (Hourly Fringe Benefit) T.T.B. (Taxes - 44.94%) P.C.L. (ST Wage) P.C.L. (Unemployment - 1.40%) J.D.F. (OT Wage) P.C.L. (OT Wage) P.C.L. (Taxes - 24.56%) P.C.L. (Hourly Fringe Benefit) P.C.L. (Work Comp - 6319) J.D.F. (Taxes - 18.02%) J.D.F. (Unemployment - 1.40%) J.D.F. (Hourly Fringe Benefit) Contractors Fee (15%) Description MATERIALS:12" Groundline Extension Kit Lower Rod w/ Studs & Nuts Waterous Hydrant Oil Keystone Nevastane HD2T Food Grade Grease Description EQUIPMENT:N/A Contractors Fee (15%) Date: 06/18/2026 SUBCONTRACT:N/A Contractors Fee (5%) Authorized Signature Description Contractors Fee (15%) T.T.B. (Work Comp - 6319) J.D.F. (Work Comp - 6319) 93 94 95 96 97 1 of 2 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, AUTHORIZING CHANGE ORDER NO. 5 WITH CK MAY EXCAVATING, INC. FOR THE 2024 STREET AND UTILITY IMPROVEMENTS PROJECT WHEREAS, the City Commission did, on the 6th day of June 2024, authorize award of the bid for the 2024 Street and Utility Improvements Project, to CK May Excavating, Inc., Belgrade, Montana; and WHEREAS, Section 7-5-4308, Montana Code Annotated, provides that any such alterations or modifications of the specifications and/or plans of the contract be made by resolution; and WHEREAS, it has become necessary in the prosecution of the work to make alterations or modifications to the specifications and/or plans of the contract that include fire hydrant extensions in 12th 13th and 14th Avenues to meet city standards. NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, that the proposed modifications and/or alterations to the contract between the City of Bozeman, a municipal corporation, and CK May Excavating, Inc., as contained in Change Order 05, attached hereto, be and the same are hereby approved; and the City Manager is hereby authorized and directed to execute the contract change order for and on behalf of the City; and the City Clerk is authorized and directed to attest such signature, to wit: 98 2 of 2 PASSED AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 4th day of August 2026. __________________________________________ JOEY MORRISON Mayor ATTEST: ________________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: __________________________________________ ___ GREG SULLIVAN City Attorney 99 Memorandum REPORT TO:City Commission FROM:Tom Rogers, Senior Planner Chris Saunders, Community Development Manager Erin George, Interim Director of Community Development SUBJECT:Resolution, Adoption of the 133 Maus Lane Annexation, Annexing 5.13 acres Including Adjacent Right-of-Way, Application 25213 MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Resolution RECOMMENDATION:Adopt Resolution 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:The Commission unanimously approved (5:0) Application 25213 on December 9, 2025, to annex 5.13 acres and establish an initial zoning designation of M-1, Light Industrial District, subject to terms of annexation and contingencies for zoning. Final documents and easements have been received. A signed annexation agreement was received on July 14, 2026. The applicant and property owner requested annexation of an existing parcel consisting of 5.13 acres including adjacent rights-of-way into the City limits and establish an initial zoning of M-1, Light Manufacturing District. The property is currently zoned M-1, Light Manufacturing, within the County administered Gallatin County Bozeman Area Zoning District. The property has been used for a variety of uses over the years and hosts two structures. The warehouse building is served by a failed septic system. The lot is wholly surrounded by the city and is bounded by Montana Rail Link to the northeast. The Future Land Use Map in the Bozeman Community Plan 2020 (BCP 2020) designates the property as “Industrial” which includes the M-1 district as implementing zoning districts. Adjacent municipal zoning includes M-2 and M-1 zoning. A previous owner of the subject property submitted application to annex this property which was considered by the City Commission on May 17, 100 2010. The Commission voted to accept the petition to annex the property subject to terms of annexation and contingencies for zoning. The property owner did not complete the required steps to finalize the process. See application A-10001 the Williams Industrial Annex. The proposed annexation brings in additional right of way to build out sections of Maus Lane upon future development of an additional internal local street network. UNRESOLVED ISSUES:There are no unresolved issues with this application. ALTERNATIVES:As determined by the Commission FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Future development will incur costs and generate review according to standard City practices. Attachments: 25213 133 Maus Lane Resolution.pdf 01- Annexation Map.pdf 25213 Maus Lane Annexation Agreement.pdf Report compiled on: July 20, 2026 101 RESOLUTION A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, PROVIDING FOR THE ANNEXATION OF CERTAIN CONTIGUOUS TRACTS OF LAND, HEREINAFTER DESCRIBED, TO THE CORPORATE LIMITS OF THE CITY OF BOZEMAN AND THE EXTENSION OF THE BOUNDARIES OF THE CITY OF BOZEMAN SO AS TO INCLUDE SAID CONTIGUOUS TRACTS, KNOWN AS THE 133 MAUS LANE ANNEXATION, APPLICATION 25213. WHEREAS, the City of Bozeman received a petition for annexation from the property owner, Hal Stanley, requesting the City Commission to extend the boundaries of the City of Bozeman so as to include an area of land containing approximately 5.13 acres, described herein; and WHEREAS, an annexation staff report was prepared in accordance with the Commission's goals and policies for annexation and was presented to the Commission on December 9, 2025; and WHEREAS, a public meeting on said annexation petition was duly noticed and held on December 9, 2025; and WHEREAS, the City received no written protest from real property owners of the area to be annexed; and WHEREAS, on August 4, 2026, the Commission received the executed annexation agreement addressing all recommended terms of annexation; and WHEREAS, the provision of available services, including, but not limited to, streets, rights-of-way, easements, water rights or cash-in-lieu, waivers of protest creation of Special Improvement Districts, and water and sewer hookup fees, to said contiguous tracts as described is the subject of a written agreement between the City and the Landowner; and WHEREAS, the Bozeman City Commission hereby finds that the annexation of this 102 contiguous tract is in the best interests of the City of Bozeman and the inhabitants/owners thereof. NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, to wit: Section 1 That it is hereby declared that, pursuant to Title 7, Chapter 2, Part 46, Mont. Codes Ann., the following-described property, which is contiguous to the municipal boundaries of the City of Bozeman, be annexed to the City of Bozeman and that the boundaries of said City shall be extended so as to embrace and include such approximately 5.13 acres, to wit: A PARCEL OF LAND BEING LOT 20 OF THE GORDON MANDEVILLE STATE SCHOOL SECTION SUBDIVISION, PLAT E-38, AND A PORTION OF MAUS LANE; LOCATED IN THE SE 1/4 OF SECTION 36, TOWNSHIP 1 SOUTH, RANGE 5 EAST, PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: Beginning at the Southwest corner of Lot 20 of the Gordon Mandeville State School Section Subdivision, Plat E-38, being the POINT OF BEGINNING; thence S33°25'42"W along the westerly right-of-way of Maus Lane for a distance of 82.36'; thence S00°38'00"E for a distance of 25.00' to the Northeast corner of Lot 28 of said subdivision, also being the north line of Annexation Resolution No. 4139; thence N89°58'17"E along said Annexation line for a distance of 60.48' to the easterly right- of-way of Maus Lane; thence along a curve to the right having a radius of 40.00', a delta angle of 81°09'23", for an arc length of 56.66', and a chord bearing of N48°50'35"E for 52.04'; thence N89°25'17"E for a distance of 559.21' to the westerly side of the railroad right-of-way; thence N37°37'22"W along said railroad right-of- way for 677.40' to the Northeast corner of Lot 20 of the Gordon Mandeville State School Section Subdivision, Plat E-38, also being the south line of Annexation Ordinance No. 1107; thence S89°52'18"W along said Annexation for a distance of 199.10' to the Northwest corner of said Lot 20; thence continuing along said Annexation S0°07'56"W for a distance of 482.29' to the POINT OF BEGINNING. Containing 5.13 acres, more or less, and is subject to any existing easements. All as depicted on the 133 Maud Lane ANNEXATION Map. 103 Section 2 This Resolution is effective upon recording with the Gallatin County Clerk and Recorder. PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 4th day of August 2026. ___________________________________ JOEY MORRISON Mayor ATTEST: ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: ___________________________________ GREG SULLIVAN City Attorney 104 SSSSS S S SSS89°52'18"W 199.10'N3 7 ° 3 7 ' 2 2 "W 6 0 2 . 2 3 'S0°07'56"W 482.29'N89°25'17"E 567.88' 40' S33°25'42"W 82.36' S0°38'00"E 25.00'N89°58'17"E 60.48' R=40.00' L=56.66' Δ=81°09'23" CB=N48°50'35"E CH=52.04'N3 7 ° 3 7 ' 2 2 "W 7 5 . 1 7 ' N89°25'17"E 559.21'40'SSSSS S S S S S S S SSS SS12S W60.00'DD D D D SD SDSDSDSD PROJECT NO. SHEET NUMBER COPYRIGHT MORRISON-MAIERLE,2025 Plotted by cooper krause on Aug/18/2025 DRAWN BY: FLD WK. BY: CHK. BY: DATE: ©N:\10768\001\ACAD\Exhibits\Annexation\Annexation and Zoning.dwg133 MAUS LANE ANNEXATION MAP BOZEMAN MONTANA 10768.001 FIG. 1 JW JW CK 04/2025engineers surveyors planners scientists MorrisonMaierle 2880 Technology Blvd West Bozeman, MT 59718 Phone: 406.587.0721 www.m-m.net TRACT 20 OF GORDON MANDEVILLE STATE SCHOOL SECTION SUBDIVISION, PLAT E-38;SITUATED IN THE SE1/4 OF SECTION 36, TOWNSHIP 1 SOUTH, RANGE 5 EAST,PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA MAUS LANELEA AVE.20' X 60' EASEMENT AGREEMENT TO YELLOWSTONE PIPELINE COMPANY FM. 184 P. 1693 40' YELLOWSTONE PIPELINE COMPANY RIGHT-OF-WAY PER PLAT E-38 ANNEXATION RESOLUTION No. 4139, DOC # 2332456 POINT OF BEGINNING BASIS OF BEARINGBobcat Coordinate System, NAD83(2011) per the"Rocky Mountain Tribal Coordinate Reference System" Handbook and User Guide. Published September 30th, 2014 and subsequent revisions. Established by observations with survey-grade GNSS Receivers. A PARCEL OF LAND BEING LOT 20 OF THE GORDON MANDEVILLE STATE SCHOOL SECTION SUBDIVISION, PLAT E-38, AND A PORTION OF MAUS LANE; LOCATED IN THE SE 1/4OF SECTION 36, TOWNSHIP 1 SOUTH, RANGE 5 EAST, PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA, MORE PARTICULARLY DESCRIBED AS FOLLOWS:Beginning at the Southwest corner of Lot 20 of the Gordon Mandeville State School Section Subdivision, Plat E-38, being the POINT OF BEGINNING; thence S33°25'42"W along the westerlyright-of-way of Maus Lane for a distance of 82.36'; thence S00°38'00"E for a distance of 25.00' to the Northeast corner of Lot 28 of said subdivision, also being the north line of AnnexationResolution No. 4139; thence N89°58'17"E along said Annexation line for a distance of 60.48' to the easterly right-of-way of Maus Lane; thence along a curve to the right having a radius of 40.00',a delta angle of 81°09'23", for an arc length of 56.66', and a chord bearing of N48°50'35"E for 52.04'; thence N89°25'17"E for a distance of 559.21' to the westerly side of the railroad right-of-way;thence N37°37'22"W along said railroad right-of-way for 677.50' to the Northeast corner of Lot 20 of the Gordon Mandeville State School Section Subdivision, Plat E-38, also being the south line ofAnnexation Ordinance No. 1107; thence S89°52'18"W along said Annexation for a distance of 199.10' to the Northwest corner of said Lot 20; thence continuing along said Annexation S0°07'56"Wfor a distance of 482.29' to the POINT OF BEGINNING.Containing 5.13 acres, more or less, and is subject to any existing easements.ANNEXATIONORDINANCE No. 1107FM. 70 P. 1321 ANNEXATION ORDINANCE No. 1107 FM. 70 P. 1321 ANNEXATION AREA SUMMARY BOZE M A N C O M M U NI T Y PLAN F U T U R E L A N D USE: I N D U S T RI A L ZONI N G - M - 2 BOZE M A N C O M M U N I T Y PLAN F U T U R E L A N D USE: I N D U S T R I A L ZONI N G - M - 2 BOZ E M A N C O M M U N I T Y PLAN F U T U R E L A N D USE: I N D U S T R I A L ZONI N G - M - 2 BOZE M A N C O M M U N I T Y PLAN F U T U R E L A N D USE: I N D U S T R I A L ZONIN G - M - 2 BOZ EMAN COMMUN I TY P L A N FU T U RE LANDUS E : I N D U S T R I A L Z O N ING - M - 2 BOZEMAN COMMUNITYPLAN FUTURE LANDUSE: INDUSTRIALZONING - M-1 BOZE M A N C O M M U NI T Y PLAN F U T U R E L A N D USE: I N D U S T RI A L ZONI N G - M - 1 BOZE M A N C O M M U N I T Y PLAN F U T U R E L A N D USE: I N D U S T R I A L ZONI N G - M - 1 BOZE M A N C O M M U N I T Y PLAN F U T U R E L A N D USE: I N D U S T R I A L ZONIN G - M - 1 EXISTING STORM DRAIN PIPE (TYP.) BOZE M A N C O M M U NI T Y PLAN F U T U R E L A N D USE: I N D U S T RI A L EXIST I N G BUILDI N G EXIST I N G BUILD I N G M-1 ZONING LOT 20 4.24 ACRES LOT 20: 4.24 ACRES (184,498.24 SQ. FT.) MAUS LANE R.O.W.: 0.89 ACRES (38,979.39 SQ. FT.) TOTAL ANNEXATION AREA: 5.13 ACRES (223,478 SQ.FT.) EXISTING COUNTY ZONING: M-1 PROPOSED CITY ZONING: M-1 0SCALE IN FEET80 1608040 EXISTING SEWER MAIN (TYP.) EXISTING WATER MAIN (TYP.) MAUS LANE 60FT WIDE PUBLIC ROW PROPOSED 20FT WIDE STORM DRAINAGE UTILITY EASEMENT PROPOSED 10 FT WIDE STORM DRAIN EASEMENTPURPOSE: PRESERVE HISTORICAL OVERFLOW PATHFROM PRIVATE POND TO THE WEST 105 133 Maus Lane ANNEXATION Agreement 1 Original Inter-office to: City of Bozeman City Clerk PO Box 1230 Bozeman, MT 549771-1230 133 MAUS LANE ANNEXATION AGREEMENT THIS AGREEMENT made and entered into this ______ day of __________________, 2026, by and between the CITY OF BOZEMAN, a self-governing municipal corporation organized and existing under its Charter and the laws of the State of Montana with offices at 121 N. Rouse Avenue, Bozeman, Montana 59771-0640, hereinafter referred to as "City", and Richard Mari, 705 Circle F Trail, Bozeman, MT 59718, hereinafter referred to as "Landowner". WITNESSETH: WHEREAS, Landowner is owner in fee of a tract of certain real property, hereinafter referred to as the 133 Maus Lane ANNEXATION situated in Gallatin County, Montana, and more particularly described as follows: Legal Description of Lot 20 LOT 20 OF THE GORDON MANDEVILLE STATE SCHOOL SECTION SUBDIVISION, PLAT E-38; LOCATED IN THE SE 1/4 OF SECTION 36, TOWNSHIP 1 SOUTH, RANGE 5 EAST, PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: 106 133 Maus Lane ANNEXATION Agreement 2 Beginning at the Southwest corner of Lot 20 of the Gordon MANDEVILLE State School Section Subdivision, Plat E-38, being the POINT OF BEGINNING; thence N89°25'17"E for a distance of 567.88' to the westerly side of the railroad right-of- way; thence N37°37'22"W along said railroad right-of-way for a distance of 602.33'; thence S89°52'18"W for a distance of 199.10'; thence S0°07'56"W for a distance of 482.29' to the POINT OF BEGINNING. Containing 4.24 acres, more or less, and is subject to any existing easements. Legal Description of Maus Lane A PORTION OF MAUS LANE; LOCATED IN THE SE 1/4 OF SECTION 36, TOWNSHIP 1 SOUTH, RANGE 5 EAST, PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: Beginning at the Southwest corner of Lot 20 of the Gordon Mandeville State School Section Subdivision, Plat E-38, being the POINT OF BEGINNING; thence S33°25'42"W along the westerly right-of-way of Maus Lane for a distance of 82.36'; thence S00°38'00"E for a distance of 25.00' to the Northeast corner of Lot 28 of said subdivision; thence N89°58'17"E for a distance of 60.48' to the easterly right-of-way of Maus Lane; thence along a curve to the right having a radius of 40.00', a delta angle of 81°09'23", for an arc length of 56.66', and a chord bearing of N48°50'35"E for 52.04'; thence N89°25'17"E for a distance of 559.21' to the westerly side of the railroad right-of-way; thence N37°37'22"W along said railroad right-of-way for 75.17' to the Southeast corner of said Lot 20; thence S89°25'17"W for a distance of 567.88' to the POINT OF BEGINNING. Containing 0.89 acres, more or less, and is subject to any existing easements. Containing 5.13 acres, more or less, and is subject to all easements of record or apparent from a visual inspection of the property. All as depicted on the 133 Maus Lane ANNEXATION Map. WHEREAS, the Landowner petitioned the City for annexation to the City of said tract of land; and 107 133 Maus Lane ANNEXATION Agreement 3 WHEREAS, the 133 Maus Lane ANNEXATION is not within the corporate limits of the City or other municipality and may therefore be annexed to the City in accordance with the provisions of this Agreement and Title 7, Chapter 2, Part 46, Mont. Code Ann.; and WHEREAS, all parties recognize the annexation of the 133 Maus Lane ANNEXATION pursuant to Section 7-2-4601, et seq., Mont. Code Ann. will allow the 133 Maus Lane ANNEXATION to connect to and utilize City services, including municipal water and sewer service, parks and recreation, fire and police services, and the City’s transportation system; and WHEREAS, Section 7-2-4610, Mont. Code Ann. provides that a municipality and landowner can agree to the provisions of services to the area to be annexed; and WHEREAS, the parties recognize additional development on the 133 Maus Lane ANNEXATION will impact area parks, recreation, transportation, police, and fire services, and that future improvements may require additional public infrastructure street improvements including transportation for traffic circulation and the provisions of parks, recreation, police, and fire services; and WHEREAS, the Landowner finds this Agreement will provide for the most satisfactory and dependable water supply and sewer supply or service, and provide transportation, parks, recreation, police and fire service for development of the 133 Maus Lane ANNEXATION; and WHEREAS, the parties have determined that it is in the best interests of the City and Landowner, and in furtherance of the public health, safety and welfare of the community to enter into and implement this Agreement. 108 133 Maus Lane ANNEXATION Agreement 4 WITNES S ETH : IN CONSIDERATION of the mutual covenants and agreements herein contained, the parties hereto agree as follows: 1. Recitals The above recitals are true and correct. 2. Annexation The Landowner filed an application for annexation of the 133 Maus Lane ANNEXATION with the City on April 18, 2025. By execution of this Agreement, the City manifests its intent to annex the 133 Maus Lane ANNEXATION tract pursuant to the terms and conditions of this Agreement. Subject to the provisions of Title 7, Chapter 2, Part 46, Mont. Code Ann. the City shall, upon execution of this Agreement, adopt a Resolution of Annexation of the 133 Maus Lane ANNEXATION. Further, upon the execution of this Agreement, the Landowner shall do all things required by this Agreement and all things necessary and proper to aid and assist the City in carrying out the terms, conditions and provisions of this Agreement and to effect the annexation of the 133 Maus Lane ANNEXATION. 3. Services Provided The City will, upon annexation, make available to the 133 Maus Lane ANNEXATION existing City services only to the extent currently available, or as provided in this Agreement. 4. Municipal Water Service Defined The term "municipal water service" as is used in this agreement shall be the service which is supplied by the City in accordance with Chapter 40, Article 2, Bozeman Municipal Code, as amended, as well as any other terms and conditions which apply to the City's provision of 109 133 Maus Lane ANNEXATION Agreement 5 municipal water service but does not include the extension of lines or construction of necessary improvements at any cost to the City for delivery of water to and within the 133 Maus Lane ANNEXATION. Nothing in this Agreement shall obligate the City to pay for right-of-way acquisition, engineering, construction, and other costs for the delivery of water to or within the 133 Maus Lane ANNEXATION to include, but not limited to, any impact fees, hook-up, connection, or development charges which have been or may be established by the City. 5. Municipal Sewer Service Defined The term "municipal sewer service" as is used in this Agreement shall be the service which is supplied by the City in accordance with Chapter 40, Article 3, Bozeman Municipal Code, as amended, as well as any other terms and conditions which apply to the City's provision of this service but does not include the extension of lines or construction of necessary improvements at any cost to the City for collection of sewage at and within the 133 Maus Lane ANNEXATION. Nothing in this Agreement shall obligate the City to pay for right-of-way acquisition, engineering, construction, and other costs for the collection of sewage services to or within the 133 Maus Lane ANNEXATION to include, but not limited to, any impact fees, hookup, connection, or development charges which may be established by the City. 6. Water Rights The Landowner specifically recognizes and agrees that provisions for water rights or cash in-lieu of water rights shall be provided upon further development or subdivision of the property in accordance with Section 38.410.130, Bozeman Municipal Code and as may be amended. The amount of water rights or cash-in-lieu thereof due at the time of further development or subdivision of the property will be calculated based on the annual demand for volume of water 110 133 Maus Lane ANNEXATION Agreement 6 the development will require multiplied by the most current annual unit price in effect on the date the water rights are transferred or payment-in-lieu of water rights is to be made to the City. As such, the Landowner acknowledges that the rates for cash in-lieu of water rights may increase over time as established by Resolution of the City Commission. As such, the Landowner acknowledges that the rates for cash in-lieu of water rights may increase over time as established by Resolution of the City Commission. 7. Comprehensive Water and Water Design Report Prior to future development of the property the City may require the Landowner to have prepared by a Professional Engineer, at Landowner’s sole expense, a comprehensive design report evaluating existing capacity of sewer and water utilities in the area. The report must include hydraulic evaluations of each utility for both existing and post-development demands, and the report findings must demonstrate adequate capacity to serve the full development of the land. If adequate infrastructure capacity is not available for the proposed development, the report must identify necessary water or wastewater system improvements necessary for the proposed development. If improvements to this water or wastewater system are necessary, the Landowner agrees prior to development of the 133 Maus Lane ANNEXATION to complete, at Landowner’s expense, the necessary system improvements to serve the proposed development. 8. Future Development Limitations The Landowner shall be responsible for installing all facilities required to provide full municipal services to the property in accordance with the City’s Infrastructure Master Plans and all City regulations, policies and guidelines that may be in effect at the time of any future development. Thus, Landowner understands and agrees Landowner has no right, either granted 111 133 Maus Lane ANNEXATION Agreement 7 or implied, for it to further develop any of the 133 Maus Lane ANNEXATION until it is verified by the City that the necessary municipal services, including but not limited to police and fire protection, parks and recreation, transportation, and sewer and water capacity, are available to all or a portion of the 133 Maus Lane ANNEXATION. Notice is thus provided to the Landowner that prior to additional development of the property, the Landowner will be solely responsible for installing, at Landowner’s sole expense, any facilities or infrastructure required to provide full municipal services to the 133 Maus Lane ANNEXATION in accordance with the City’s infrastructure plans, adopted Growth Policies/Community Plans, and all other city regulations, policies and guidelines that may be in effect at the time of development. 9. Stormwater Master Plan Landowner understands and agrees a Stormwater Master Plan for the 133 Maus Lane ANNEXATION for a system designed to remove solids, oils, grease, and other pollutants from the runoff from public streets and other impermeable surfaces may be required to be provided to and approved by the City Engineer at the time of any future development. The plan must demonstrate that adequate treatment of runoff from public streets, other impermeable surfaces, and all future lots will be achieved by providing spot elevations, flow direction arrows, detention and/or retention basin details (including basin sizing calculations and basin typical sections), outlet structure details, and culvert capacity calculations. The plan must also locate and provide easements for adequate drainage ways within the 133 Maus Lane ANNEXATION to transport treated runoff to the stormwater receiving channel. The plan shall include site grading and elevation information, typical stormwater detention/retention basin and discharge structure details, basin sizing calculations, and stormwater maintenance plan. Landowner recognizes the 112 133 Maus Lane ANNEXATION Agreement 8 City may require such Stormwater Master Plan to be implemented in all or part as a condition of approval of development of the 133 Maus Lane ANNEXATION. 10. Waiver of Right-to-Protest Special Districts A. Landowner shall execute a Waiver of Right-to-Protest Creation of Special Improvement Districts or Special Districts for street and transportation improvements including design and engineering, paving and subsurface improvements, curb and gutter, sidewalk, stormwater drainage facilities for: a. Street improvements to Maus Lane including lighting, signalization, paving, curb/gutter, sidewalk, shared use path and storm drainage. b. Street improvements to Lea Avenue including lighting, signalization, paving, curb/gutter, sidewalk, shared use path and storm drainage. The Landowner agrees such SID or special districts will provide a mechanism for the fair and equitable assessment of construction and maintenance costs for such improvements. The waiver is attached hereto as Exhibit “A” and is hereby incorporated in and made a part of this Agreement. B. Landowner shall execute a Waiver of Right-to-Protest Creation of Special Improvement Districts or Special Districts for Intersection improvements including lighting, signalization / channelization, paving, curb/gutter, sidewalk, and storm drainage at: a. Intersection improvements to Maus Lane and West Griffin Drive including lighting, signalization/channelization, paving, curb/gutter, sidewalk, shared use path and storm drainage. b. Intersection improvements at Lea Ave and West Griffin Drive including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. The Landowner agrees such SID or special districts will provide a mechanism for the fair and equitable assessment of construction and maintenance costs for such improvements. The waiver is attached hereto as Exhibit “B” and is hereby incorporated in and made a part of this Agreement. 113 133 Maus Lane ANNEXATION Agreement 9 C. Landowner agrees that in the event an SID is not utilized for the completion of these improvements as described in subsections A and B above, the Landowner shall participate in an alternative financing method for the completion of said improvements on a fair share, proportionate basis as determined by the City on the basis of the square footage of property, taxable valuation of the property, traffic contribution from the development or a combination thereof. 11. Impact Fees Landowner acknowledges that annexation and development of their property will impact the City’s existing street, water and sewer infrastructure, and the City’s fire service. As approved by the City, the Landowner and its successors must pay: A) Fire impact fees equal to the amount per Chpt. 2, Art. 6. Div. 9 BMC, or as amended, at time of issuance of a building permit. B) Transportation impact fees equal to the amount per Chpt. 2, Art. 6. Div. 9 BMC, or as amended, at time of issuance of a building permit. C) Water impact fees as required by Chpt. 2, Art. 6. Div. 9 BMC, or as amended, at the time of connection to city water services. D) Sewer impact fees as required by Chpt. 2, Art. 6. Div. 9 BMC, or as amended, at the time of connection to city sewer services. The amount of impact fee the Landowner or its successors pay for connection to the city’s water and sewer services, if any, shall be calculated based on the provisions of the Bozeman Municipal Code, as amended, in effect at the time of application for a permit to connect. The amount of street or fire impact fees to be paid, if any, shall be calculated based on the provisions of the Bozeman Municipal Code, as amended, in effect at the time an application for building permit is submitted. 114 133 Maus Lane ANNEXATION Agreement 10 Landowner further understands and agrees that any improvements, either on-site or off- site, necessary to provide connection of the 133 Maus Lane ANNEXATION municipal services and which are wholly attributable to the property as determined exclusively by the city are considered “project related improvements” as defined in Chapter 2, Article 6, Division 9, Bozeman Municipal Code, as amended, and as such, are not eligible for impact fee credits. If Landowner defaults on this condition at the time such is to be performed, and should default not be remedied or corrected within thirty (30) days after written notice by City to the Landowner and Landowner/Developer of such default, City may at its option: A) Declare the amounts owing for impact fees immediately due and payable and City shall have the right and privilege to take legal action against Landowners for the collection of such sum, including the entry of any judgment. In addition, the City may, at its option, enforce payment of such amount by levying an assessment on the property. B) Elect any other remedy available to City under the laws of the State of Montana. 12. Charges and Assessments Landowner understands and agrees that after this Agreement is recorded the 133 Maus Lane ANNEXATION will be subject to City charges and assessments for arterial and collector streets, street maintenance, and tree maintenance on the same basis as all other properties in the City. 13. Additional Terms The parties recognize these documents must be filed and of record with the Gallatin County Clerk and Recorder prior to the sale of any land within the 133 Maus Lane ANNEXATION. The parties further agree that the City may file these documents at any time. 115 133 Maus Lane ANNEXATION Agreement 11 14. Governing Law and Venue This agreement shall be construed under and governed by the laws of the state of Montana. In the event of litigation, venue is in the Eighteenth Judicial District Court, in and for County of Gallatin, State of Montana. 15. Attorney’s Fees In the event it becomes necessary for either party to this Agreement to retain an attorney to enforce any of the terms or conditions of this Agreement, then the prevailing party shall be entitled to reasonable attorney’s fees and costs, to include the salary and costs of in-house counsel including City Attorney. 16. Waiver No waiver by either party of any breach of any term, covenant or agreement shall be deemed a waiver of the same or any subsequent breach of this same or any other term, covenant or agreement. No covenant, term or agreement shall be deemed waived by either party unless waived in writing. 17. Invalid Provision The invalidity or unenforceability of any provision of this agreement shall not affect the other provisions hereof, and this Agreement shall be construed in all respects as if such invalid or unenforceable provision were omitted. 18. Modifications or Alterations No modifications or amendment of this Agreement shall be valid unless evidenced by a writing signed by the parties hereto. 19. No Assignment 116 133 Maus Lane ANNEXATION Agreement 12 It is expressly agreed that the Landowner and/or Landowner/Developer shall not assign this Agreement in whole or in part without prior written consent of the City. 20. Successors This Agreement shall be binding upon, inure to the benefit of and be enforceable by the parties hereto and their respective heirs, successors and assigns and specifically to any subsequent purchaser of the annexed property. 21. Covenants to Run with the Land The parties intend that the terms of this Agreement shall benefit the 133 Maus Lane ANNEXATION and shall be covenants running with the land and shall not expire at their deaths or upon transfer of ownership of the property. The undersigned Landowner affirms that they have authority to enter into this Agreement and to bind themselves to this Agreement. 117 133 Maus Lane ANNEXATION Agreement 13 IN WITNESS WHEREOF, the parties hereto have caused this agreement to be executed the day and year first above written. DATED this _____ day of __________________, 2026. LANDOWNER _________________________________________ Richard Mari STATE OF _____________) : ss COUNTY OF ___________) On this _______ day of ____________________, 2025, before me, the undersigned, a Notary Public for the State of , personally appeared Hal Stanley and acknowledged this record. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal the day and year first above written. (SEAL) _________________________________________ (Printed Name Here) Notary Public for the State of ______________ Residing at _______________________________ My Commission Expires: __________________ (Use 4 digits for expiration year) 118 133 Maus Lane ANNEXATION Agreement 14 CITY OF BOZEMAN ____________________________________ By: Chuck Winn, City Manager ATTEST: ________________________________ Mike Maas, City Clerk STATE OF MONTANA ) :ss COUNTY OF GALLATIN ) On this _____ day of _______________________, 2026, before me, a Notary Public for the state of Montana, personally appeared Chuck Winn and Mike Maas, known to me to the persons described in and who executed the foregoing instrument as Interim City Manager and City Clerk respectively, of the City of Bozeman, whose names are subscribed to the within instrument and acknowledged to me that they executed the same for and on behalf of said City. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal the day and year first above written. (SEAL) _________________________________________ (Printed Name Here) Notary Public for the State of Montana Residing at _______________________ My Commission Expires: ____________ (Use 4 digits for expiration year) 119 133 Maus Lane ANNEXATION Agreement 15 EXHIBIT “A” WAIVER OF RIGHT TO PROTEST CREATION OF SPECIAL IMPROVEMENT DISTRICTS 133 Maus Lane AVENUE ANNEXATION The undersigned owner of the real property situated in the County of Gallatin, State of Montana, and more particularly described as follows: LOT 20 OF THE GORDON MANDEVILLE STATE SCHOOL SECTION SUBDIVISION, PLAT E-38; LOCATED IN THE SE 1/4 OF SECTION 36, TOWNSHIP 1 SOUTH, RANGE 5 EAST, PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: Beginning at the Southwest corner of Lot 20 of the Gordon MANDEVILLE State School Section Subdivision, Plat E-38, being the POINT OF BEGINNING; thence N89°25'17"E for a distance of 567.88' to the westerly side of the railroad right-of-way; thence N37°37'22"W along said railroad right-of-way for a distance of 602.33'; thence S89°52'18"W for a distance of 199.10'; thence S0°07'56"W for a distance of 482.29' to the POINT OF BEGINNING. Containing 4.24 acres, more or less, and is subject to any existing easements. All as depicted on the 133 Maus Lane ANNEXATION Map. IN CONSIDERATION of receiving approval for annexation of the subject property from the City of Bozeman, along with accompanying rights and privileges and for other and valuable consideration, the receipt of which is hereby acknowledged, and in recognition of the transportation impacts to 133 Maus Lane for street and transportation improvements including design and engineering, paving and subsurface improvements, curb and gutter, sidewalk, stormwater drainage facilities for: a. Street improvements to Maus Lane including lighting, signalization, paving, curb/gutter, sidewalk, shared use path and storm drainage. b. Street improvements to Lea Avenue including lighting, signalization, paving, curb/gutter, sidewalk, shared use path and storm drainage. 120 133 Maus Lane ANNEXATION Agreement 16 For improvement districts for the design and engineering, construction and maintenance of following improvements: for street and transportation improvements including design and engineering, paving and subsurface improvements, curb and gutter, sidewalk, stormwater drainage facilities, broadband, and other dry utilities for the aforementioned street improvements. Landowner agrees the City has the sole right to control the design and construction of such improvements and may include any of the above components and others necessary to ensure such improvements comply with all adopted City infrastructure plans and requirements. Further, the Landowner waives its right or to make any written protest against the size or area or creation of the district be assessed in response to a duly passed resolution of intention to create one or more special improvement districts which would include the above-described property. In the event a special district or special improvement district is not utilized for the completion of these improvements, the developer agrees to participate in an alternate financing method for the completion of said improvements on a fair share, proportionate basis as determined by the City on the basis of the square footage of property, taxable valuation of the property, traffic contribution from the development or a combination thereof. Landowner understands and agrees that the City will choose creation of a SID or special district or an alternative financing method for the completion of the improvements and may use either financing option at any time. This waiver is made for the benefit of the property described herein shall be a covenant running with the land. 121 133 Maus Lane ANNEXATION Agreement 17 The terms, covenants and provisions of this waiver shall extend to, and be binding upon the successors-in-interest and assigns of the Landowner. DATED this _____ day of __________________, 2026. LANDOWNER _________________________________________ Richard Mari STATE OF ____________ ) : ss COUNTY OF __________ ) On this _______ day of ____________________, 2026, before me, the undersigned, a Notary Public for the State of , personally appeared Hal Stanley and acknowledged this record. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal the day and year first above written. (SEAL) _________________________________________ (Printed Name Here) Notary Public for the State of _________ Residing at _______________________ My Commission Expires: ____________ (Use 4 digits for expiration year) 122 133 Maus Lane ANNEXATION Agreement 18 EXHIBIT “B” WAIVER OF RIGHT TO PROTEST CREATION OF SPECIAL DISTRICT OR SPECIAL IMPROVEMENT DISTRICTS 5211 BAXTER LANE ANNEXATION The undersigned owner of the real property situated in the County of Gallatin, State of Montana, and more particularly described as follows: LOT 20 OF THE GORDON MANDEVILLE STATE SCHOOL SECTION SUBDIVISION, PLAT E-38; LOCATED IN THE SE 1/4 OF SECTION 36, TOWNSHIP 1 SOUTH, RANGE 5 EAST, PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: Beginning at the Southwest corner of Lot 20 of the Gordon MANDEVILLE State School Section Subdivision, Plat E-38, being the POINT OF BEGINNING; thence N89°25'17"E for a distance of 567.88' to the westerly side of the railroad right-of-way; thence N37°37'22"W along said railroad right-of-way for a distance of 602.33'; thence S89°52'18"W for a distance of 199.10'; thence S0°07'56"W for a distance of 482.29' to the POINT OF BEGINNING. Containing 4.24 acres, more or less, and is subject to any existing easements. All as depicted on the 133 Maus Lane ANNEXATION Map. IN CONSIDERATION of receiving approval for annexation of the subject property from the City of Bozeman, along with accompanying rights and privileges and for other and valuable consideration, the receipt of which is hereby acknowledged, and in recognition of the intersection impacts to: a. Intersection improvements to Maus Lane and West Griffin Drive including lighting, signalization/channelization, paving, curb/gutter, sidewalk, shared use path and storm drainage. b. Intersection improvements to Maus Lane and West Griffin Drive including lighting, signalization/channelization, paving, curb/gutter, sidewalk, shared use path and storm drainage. 123 133 Maus Lane ANNEXATION Agreement 19 which will be caused by the development of the above-described property, the owner has waived and does hereby waive for itself, its successors and assigns forever the right to protest the creation of one or more special improvement districts for these intersections including lighting, signalization / channelization, paving, curb/gutter, sidewalk, and storm drainage. Landowner agrees the City has the sole right to control the design and construction of such improvements and may include any of the above components and others necessary to ensure such improvements comply with all adopted City infrastructure plans and requirements. Further, the Landowner waives its right or to make any written protest against the size or area or creation of the district be assessed in response to a duly passed resolution of intention to create one or more special improvement districts which would include the above-described property. In the event a special district or special improvement district is not utilized for the completion of these improvements, the developer agrees to participate in an alternate financing method for the completion of the improvements on a fair share, proportionate basis as determined by the City on the basis of the square footage of property, taxable valuation of the property, traffic contribution from the development or a combination thereof. Landowner understands and agrees that the City will choose creation of a SID or special district or an alternative financing method for the completion of the improvements and may use either financing option at any time. This waiver is made for the benefit of the property described herein shall be a covenant running with the land. The terms, covenants and provisions of this waiver shall extend to, and be binding upon the successors-in-interest and assigns of the Landowner. 124 133 Maus Lane ANNEXATION Agreement 20 DATED this _____ day of __________________, 2026. LANDOWNER _________________________________________ Richard Mari STATE OF ____________ ) : ss COUNTY OF __________ ) On this _______ day of ____________________, 2026, before me, the undersigned, a Notary Public for the State of , personally appeared Hal Stanley and acknowledged this record. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal the day and year first above written. (SEAL) _________________________________________ (Printed Name Here) Notary Public for the State of _________ Residing at _______________________ My Commission Expires: ____________ (Use 4 digits for expiration year) 125 Memorandum REPORT TO:City Commission FROM:Tom Rogers, Senior Planner Chris Saunders, Community Development Manager Erin George, Interim Director of Community Development SUBJECT:Resolution, Adoption of the 1071 Story Mill Road Annexation, Annexing 1.173 acres, Application 25525 MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Resolution RECOMMENDATION:Adopt Resolution. 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:The Commission (5:0) approved Application 25525 on February 10, 2026, to annex 1.173 acres and voted (5:0) to establish an initial zoning designation of R-1, Residential Low-Density District, now the RA District, subject to terms of annexation and contingencies for zoning. Final documents and easements have been received. A signed annexation agreement was received on June 30, 2026. The property is addressed at 1071 Story Mill Road and generally located on the southwest corner of Story Mill and Boylan Roads. The applicant and property owners seek to annex two existing parcels and establish an initial zoning of R-1 (RA), Residential Low-Density District. The property is currently zoned M-1, Light Manufacturing, within the County administered Gallatin County Bozeman Area Zoning District (the Donut). As stated by the applicant, “The Great Northern Golf Company of Montana intends to continue the current use of this property while gaining access to essential services such as water and sewer. Since the property is currently dry, the owners have relied on temporary restroom facilities on site or directed employees to use facilities at the clubhouse on McIlhattan Road. With Gallatin County’s population growth and the rising demand for outdoor recreation, Bridger Creek Golf Course has experienced steady increases in number golfers’ season after season. This growth has required additional maintenance staff, and planning for long-term employee needs has become a priority.” 126 Golf courses and support services are permitted use in the R-1 district with an approved Special Use Permit. Golf courses are permitted use in the R-A and R-B districts with a special use permit in the recently adopted Unified Development Code (UDC). The existing use will not change because of annexation and zoning, but any future changes will be subject to municipal standards and processes. The Future Land Use Map in the Bozeman Community Plan (BCP) 2020 designates the property as “Urban Neighborhood” which includes the R-1 (RA) district as implementing zoning districts. Adjacent municipal zoning includes B-2M to the east, R-1(RA) and R-3 (RB) to the north and west, and another inholding of un-annexed property to the south. The proposed annexation provides additional rights-of-way for Story Mill Road. UNRESOLVED ISSUES:There are no unresolved issues with this application. ALTERNATIVES:As determined by the Commission FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Future development will incur costs and generate review according to standard City practices. Attachments: 25525 Story Mill Annex Resolution.pdf 03_Annexation Exhibit - Map.pdf 25525 1071 Story Mill Road Annexation Agreement.pdf Report compiled on: July 20, 2026 127 RESOLUTION A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, PROVIDING FOR THE ANNEXATION OF CERTAIN CONTIGUOUS TRACTS OF LAND, HEREINAFTER DESCRIBED, TO THE CORPORATE LIMITS OF THE CITY OF BOZEMAN AND THE EXTENSION OF THE BOUNDARIES OF THE CITY OF BOZEMAN SO AS TO INCLUDE SAID CONTIGUOUS TRACTS, KNOWN AS THE 1071 STORY MILL ROAD ANNEXATION, APPLICATION 25525. WHEREAS, the City of Bozeman received a petition for annexation from the property owner, Hal Stanley, requesting the City Commission to extend the boundaries of the City of Bozeman so as to include an area of land containing approximately 1.173 acres, described herein; and WHEREAS, an annexation staff report was prepared in accordance with the Commission's goals and policies for annexation and was presented to the Commission on February 10, 2026; and WHEREAS, a public meeting on said annexation petition was duly noticed and held on February 10, 2026; and WHEREAS, the City received no written protest from real property owners of the area to be annexed; and WHEREAS, on August 4, 2026, the Commission received the executed annexation agreement addressing all recommended terms of annexation; and WHEREAS, the provision of available services, including, but not limited to, streets, rights- of-way, easements, water rights or cash-in-lieu, waivers of protest creation of Special Improvement Districts, and water and sewer hookup fees, to said contiguous tracts as described is the subject of a written agreement between the City and the Landowner; and WHEREAS, the Bozeman City Commission hereby finds that the annexation of this contiguous tract is in the best interests of the City of Bozeman and the inhabitants/owners thereof. 128 NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, to wit: Section 1 That it is hereby declared that, pursuant to Title 7, Chapter 2, Part 46, Mont. Codes Ann., the following-described property, which is contiguous to the municipal boundaries of the City of Bozeman, be annexed to the City of Bozeman and that the boundaries of said City shall be extended so as to embrace and include such approximately 1.173 acres, to wit: Two parcels of land as described in Warranty Deed Film 151, Page 3806, Document No. 302254 - Parcel 1 and Parcel 2; situated in SE 1/4 of Section 31, Township 1 South, Range 6 East, Principal Meridian, Gallatin County, Montana, and being more particularly described as follows: Beginning at the Northeast Corner of Tract A of Osborne Subdivision, Plat H-47, being the Point of Beginning; thence S.0°58'20"E. a distance of 100.03 feet along the west line of Story Mill Road right-of-way to the Northeast Corner of Tract B of Osborne Subdivision; thence S.87°40'20"W. a distance of 478.82 feet along the north line of said Tract B to the east line of Bridger Creek Subdivision Phase 1; thence N.34°11'50"W. a distance of 117.75 feet along said east line to the south line of Boylan Road right-of-way; thence N.87°40'20"E. a distance of 543.36 feet along said south right-of-way line to the Point of Beginning, containing 1.173 acres more or less. Containing 1.173 acres, more or less, and is subject to all easements of record or apparent from a visual inspection of the property. All as depicted on the 1071 Story Mill Road ANNEXATION Map. Section 2 This Resolution is effective upon recording with the Gallatin County Clerk and Recorder. 129 PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 4th day of August 2026. ___________________________________ JOEY MORRISON Mayor ATTEST: ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: ___________________________________ GREG SULLIVAN City Attorney 130 D S S D F P T P S S EEPPP F G G S D D S XX X X TV TV BF BF BF BF BF BF BF BF BF BF BF BF BP BP BP BP BTVBTVBTVBTVBTVBP BP BP BP BP BP BP BP BPBTBTV BTV BTV BTV BTV BTV BTV BTVB T V NG NG NG NG NG NG NG SD SD SD SD SD SD SD SD SD SD S S S S S S S S S WWW W W W W W W W W WW W58.88' 419.95' 484.48' S87°40'20"W 478.82' S0°58'20"E 100.03' N34°11'50"W 117.75' N87°40'20"E 543.36'85.00'60.52'40.00' 58.88'S3 4 ° 1 1 ' 50 "E 11 7 . 75 ' FIGURE NUMBER © PROJECT NO.DRAWN BY: DSGN. BY: APPR. BY: DATE: COPYRIGHT MORRISON-MAIERLE,2025 Plotted by jon c. wilkinson on Nov/11/2025 engineers surveyors planners scientists MorrisonMaierle 2880 Technology Blvd West Bozeman, MT 59718 406.587.0721 www.m-m.net P:\10851 - Great Northern Golf Co\001 - 1071 Story Mill Rd\ACAD\Exhibits\Annexation & Zoning\10851.001 - Annexation & Zoning Exhibit.dwg10851.001 FIG. 1 JAZ BOZEMAN MONTANA ANNEXATION MAP JAZ 1071 STORY MILL ROAD CMS 08/2025 25 500 SCALE IN FEET QWEST TELECOMMUNICATIONS EASEMENT DOC. No. 2039276TRACT A OF OSBORNE SUBDIVISION 1.038 ACRES STORY MILL ROAD85FT WIDE PUBLIC ROWPOINT OF BEGINNING 40' STREET DEDICATED TO THE PUBLIC PER OSBORNE SUBDIVISION BOYLAN ROAD 60FT WIDE PUBLIC ROW PORTION OF ABANDONED RAILROAD R/W ADJACENT TO TRACT A 0.135 ACRES ANNEXATION MAP TRACT A OF OSBORNE SUBDIVISION PLAT H-47 AND THAT PORTION OF THE ABANDONED RAILROAD RIGHT OF WAY ADJACENT TO SAID TRACT A THAT IS NORTH AND EAST OF FORMER RAILROAD CENTERLINE, AS STATED IN WARRANTY DEED FM. 151, PAGE 3806; SITUATED IN THE SE 1/4 OF SECTION 31, TOWNSHIP 1 SOUTH, RANGE 6 EAST, PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA. DESCRIPTION Two parcels of land as described in Warranty Deed Film 151, Page 3806, Document No. 302254 - Parcel 1 and Parcel 2; situated in the SE 14 of Section 31, Township 1 South, Range 6 East, Principal Meridian, Gallatin County, Montana, and being more particularly described as follows: Beginning at the Northeast Corner of Tract A of Osborne Subdivision, Plat H-47, being the Point of Beginning; thence S.0°58'20"E. a distance of 100.03 feet along the west line of Story Mill Road right-of-way to the Northeast Corner of Tract B of Osborne Subdivision; thence S.87°40'20"W. a distance of 478.82 feet along the north line of said Tract B to the east line of Bridger Creek Subdivision Phase 1; thence N.34°11'50"W. a distance of 117.75 feet along said east line to the south line of Boylan Road right-of-way; thence N.87°40'20"E. a distance of 543.36 feet along said south right-of-way line to the Point of Beginning, containing 1.173 acres more or less. EXISTING COUNTY ZONING: M-1 PROPOSED CITY ZONING: R-1 EXISTING CITY OF BOZEMAN ZONING: R- 1 EXISTING CITY OF BOZEMAN ZONING: R- 1 EXISTING CITY OF BOZEMAN ZONING: R- 3 EXISTING CITY OF BOZEMAN ZONING: R- 3 EXI S TI N G CIT Y O F BOZE M A N Z O NI N G: R- 1 EXISTI N G CI T Y OF BOZ E M A N Z O NI N G: R-3EXISTI N G G A L L A TI N COU NT Y Z O NI N G: M-IEXISTI N G G A L L A TI N COU NT Y Z O NI N G: M-I EXISTING CITY OF BOZEMAN ZONING: B-2 M EXISTING CITY OF BOZEMAN ZONING: R- 3 ANNEXATION AREA SUMMARY R-1 ZONING TRACT A: 1.038 ACRES (45,222.43 SQ. FT.) ABANDONED RAILROAD R/W: 0.135 ACRES (5,887.66 SQ. FT.) TOTAL ANNEXATION AREA: 1.173 ACRES (51,110.09 SQ.FT.) EX. 6" D.I. WATER MAINPUTTERCOURTVALHALLACOURTEX. 10" PVC SEWER MAIN EX. 10" D.I. WATER MAINEXISTI N G BUILD I N G EXISTI N G CARP O R T EX. FUEL TANK BASIS OF BEARING Bobcat Coordinate System, NAD83(2011) per the "Rocky Mountain Tribal Coordinate Reference System" Handbook and User Guide. Published September 30th, 2014 and subsequent revisions. Established by observations with survey-grade GNSS Receivers. ZONE X FLOODPLAIN BOUNDARY PER CITY OF BOZEMAN GIS (AREA OF 0.2 % ANNUAL CHANCE FLOOD) ZONE X FLOODPLAIN BOUNDARY PER CITY OF BOZEMAN GIS (AREA OF 0.2 % ANNUAL CHANCE FLOOD) 5' PUBLIC STREET AND UTILITY EASEMENT DOC. No. _______________ 131 1071 STORY MILL ROAD ANNEXATION AGREEMENT 1 Inter-office Original to: City of Bozeman City Clerk PO Box 1230 Bozeman, MT 549771-1230 1071 STORY MILL ROAD ANNEXATION AGREEMENT THIS AGREEMENT made and entered into this ______ day of __________________, 2026, by and between the CITY OF BOZEMAN, a self-governing municipal corporation organized and existing under its Charter and the laws of the State of Montana with offices at 121 N. Rouse Avenue, Bozeman, Montana 59771-0640, hereinafter referred to as "City", and the Great Northern Golf Company of Montana, 2710 McIlhattan Road, Bozeman, MT 59715, hereinafter referred to as "Landowner". WITNESSETH: WHEREAS, Landowner is owner in fee of a tract of certain real property, hereinafter referred to as the 1071 STORY MILL ROAD ANNEXATION situated in Gallatin County, Montana, and more particularly described as follows: Two parcels of land as described in Warranty Deed Film 151, Page 3806, Document No. 302254 - Parcel 1 and Parcel 2; situated in the Southeast 1/4 of Section 31, 132 1071 STORY MILL ROAD ANNEXATION AGREEMENT 2 Township 1 South, Range 6 East, Principal Meridian, Gallatin County, Montana, and being more particularly described as follows: Beginning at the Northeast Corner of Tract A of Osborne Subdivision, Plat H-47, being the Point of Beginning; thence S.0°58'20"E. a distance of 100.03 feet along the west line of Story Mill Road right-of-way to the Northeast Corner of Tract B of Osborne Subdivision; thence S.87°40'20"W. a distance of 478.82 feet along the north line of said Tract B to the east line of Bridger Creek Subdivision Phase 1; thence N.34°11'50"W. a distance of 117.75 feet along said east line to the south line of Boylan Road right-of-way; thence N.87°40'20"E. a distance of 543.36 feet along said south right-of-way line to the Point of Beginning, containing 1.173 acres more or less. Containing 1.173, more or less, and is subject to all easements of record or apparent from a visual inspection of the property. All as depicted on the 1071 STORY MILL ROAD ANNEXATION Map. WHEREAS, the Landowner petitioned the City for annexation to the City of said tracts of land; and WHEREAS, the 1071 STORY MILL ROAD ANNEXATION is not within the corporate limits of the City or other municipality and may therefore be annexed to the City in accordance with the provisions of this Agreement and Title 7, Chapter 2, Part 46, Mont. Code Ann.; and WHEREAS, all parties recognize the annexation of the 1071 STORY MILL ROAD ANNEXATION pursuant to Section 7-2-4601, et seq., Mont. Code Ann. will allow the 1071 STORY MILL ROAD ANNEXATION to connect to and utilize City services, including municipal water and sewer service, parks and recreation, fire and police services, and the City’s transportation system; and WHEREAS, Section 7-2-4610, Mont. Code Ann. provides that a municipality and landowner can agree to the provisions of services to the area to be annexed; and 133 1071 STORY MILL ROAD ANNEXATION AGREEMENT 3 WHEREAS, the parties recognize additional development on the 1071 STORY MILL ROAD ANNEXATION will impact area parks, recreation, transportation, police, and fire services, and that future improvements may require additional public infrastructure, street improvements including transportation for traffic circulation and the provisions of parks, recreation, police, and fire services; and WHEREAS, the Landowner finds this Agreement will provide for the most satisfactory and dependable water supply and sewer supply or service, and provide transportation, parks, recreation, police and fire service for development of the 1071 STORY MILL ROAD ANNEXATION; and WHEREAS, the parties have determined that it is in the best interests of the City and Landowner, and in furtherance of the public health, safety and welfare of the community to enter into and implement this Agreement. 134 1071 STORY MILL ROAD ANNEXATION AGREEMENT 4 WITNES S ETH : IN CONSIDERATION of the mutual covenants and agreements herein contained, the parties hereto agree as follows: 1. Recitals The above recitals are true and correct. 2. Annexation The Landowner filed an application for annexation of the 1071 STORY MILL ROAD ANNEXATION with the City on August 21, 2025. By execution of this Agreement, the City manifests its intent to annex the 1071 STORY MILL ROAD ANNEXATION tract pursuant to the terms and conditions of this Agreement. Subject to the provisions of Title 7, Chapter 2, Part 46, Mont. Code Ann. the City shall, upon execution of this Agreement, adopt a Resolution of Annexation of the 1071 STORY MILL ROAD ANNEXATION. Further, upon the execution of this Agreement, the Landowner shall do all things required by this Agreement and all things necessary and proper to aid and assist the City in carrying out the terms, conditions and provisions of this Agreement and to effect the annexation of the 1071 STORY MILL ROAD ANNEXATION. 3. Services Provided The City will, upon annexation, make available to the 1071 STORY MILL ROAD ANNEXATION existing City services only to the extent currently available, or as provided in this Agreement. 4. Municipal Water Service Defined The term "municipal water service" as is used in this agreement shall be the service which is supplied by the City in accordance with Chapter 40, Article 2, Bozeman Municipal Code, as 135 1071 STORY MILL ROAD ANNEXATION AGREEMENT 5 amended, as well as any other terms and conditions which apply to the City's provision of municipal water service but does not include the extension of lines or construction of necessary improvements at any cost to the City for delivery of water to and within the 1071 STORY MILL ROAD ANNEXATION. Nothing in this Agreement shall obligate the City to pay for right-of-way acquisition, engineering, construction, and other costs for the delivery of water to or within the 1071 STORY MILL ROAD ANNEXATION to include, but not limited to, any impact fees, hook-up, connection, or development charges which have been or may be established by the City. 5. Municipal Sewer Service Defined The term "municipal sewer service" as is used in this Agreement shall be the service which is supplied by the City in accordance with Chapter 40, Article 3, Bozeman Municipal Code, as amended, as well as any other terms and conditions which apply to the City's provision of this service but does not include the extension of lines or construction of necessary improvements at any cost to the City for collection of sewage at and within the 1071 STORY MILL ROAD ANNEXATION. Nothing in this Agreement shall obligate the City to pay for right-of-way acquisition, engineering, construction, and other costs for the collection of sewage services to or within the 1071 STORY MILL ROAD ANNEXATION to include, but not limited to, any impact fees, hookup, connection, or development charges which may be established by the City. 6. Water Rights The Landowner specifically recognizes and agrees that provisions for water rights or cash in-lieu of water rights shall be provided upon further development or subdivision of the property in accordance with Section 38.410.130, Bozeman Municipal Code and as may be amended. The amount of water rights or cash-in-lieu thereof due at the time of further development or 136 1071 STORY MILL ROAD ANNEXATION AGREEMENT 6 subdivision of the property will be calculated based on the annual demand for volume of water the development will require multiplied by the most current annual unit price in effect on the date the water rights are transferred or payment-in-lieu of water rights is to be made to the City. As such, the Landowner acknowledges that the rates for cash in-lieu of water rights may increase over time as established by Resolution of the City Commission. There are no structures onsite demanding potable water. Therefore, no cash-in-lieu of water is required at the time of the execution of this agreement. 7. Comprehensive Water and Water Design Report Prior to future development of the property the City may require the Landowner to have prepared by a Professional Engineer, at Landowner’s sole expense, a comprehensive design report evaluating existing capacity of sewer and water utilities in the area. The report must include hydraulic evaluations of each utility for both existing and post-development demands, and the report findings must demonstrate adequate capacity to serve the full development of the land. If adequate infrastructure capacity is not available for the proposed development, the report must identify necessary water or wastewater system improvements necessary for the proposed development. If improvements to this water or wastewater system are necessary, the Landowner agrees prior to development of the 1071 STORY MILL ROAD ANNEXATION to complete, at Landowner’s expense, the necessary system improvements to serve the proposed development. 8. Future Development Limitations The Landowner shall be responsible for installing all facilities required to provide full municipal services to the property in accordance with the City’s Infrastructure Master Plans and all City regulations, policies and guidelines that may be in effect at the time of any future 137 1071 STORY MILL ROAD ANNEXATION AGREEMENT 7 development. Thus, Landowner understands and agrees Landowner has no right, either granted or implied, for it to further develop any of the 1071 STORY MILL ROAD ANNEXATION until it is verified by the City that the necessary municipal services, including but not limited to police and fire protection, parks and recreation, transportation, and sewer and water capacity, are available to all or a portion of the 1071 STORY MILL ROAD ANNEXATION. Notice is thus provided to the Landowner that prior to additional development of the property, the Landowner will be solely responsible for installing, at Landowner’s sole expense, any facilities or infrastructure required to provide full municipal services to the 1071 STORY MILL ROAD ANNEXATION in accordance with the City’s infrastructure plans, adopted Growth Policies/Community Plans, and all other city regulations, policies and guidelines that may be in effect at the time of development. 9. Stormwater Master Plan Landowner understands and agrees a Stormwater Master Plan for the 1071 STORY MILL ROAD ANNEXATION for a system designed to remove solids, oils, grease, and other pollutants from the runoff from public streets and other impermeable surfaces may be required to be provided to and approved by the City Engineer at the time of any future development. The plan must demonstrate that adequate treatment of runoff from public streets, other impermeable surfaces, and all future lots will be achieved by providing spot elevations, flow direction arrows, detention and/or retention basin details (including basin sizing calculations and basin typical sections), outlet structure details, and culvert capacity calculations. The plan must also locate and provide easements for adequate drainage ways within the 1071 STORY MILL ROAD ANNEXATION to transport treated runoff to the stormwater receiving channel. The plan shall include site grading and elevation information, typical stormwater detention/retention basin and 138 1071 STORY MILL ROAD ANNEXATION AGREEMENT 8 discharge structure details, basin sizing calculations, and stormwater maintenance plan. Landowner recognizes the City may require such Stormwater Master Plan to be implemented in all or part as a requirement of approval of development of the 1071 STORY MILL ROAD ANNEXATION. 10. Waiver of Right-to-Protest Special Districts A. Landowner shall execute a Waiver of Right-to-Protest Creation of Special Improvement Districts or Special Districts for street and transportation improvements including design and engineering, paving and subsurface improvements, curb and gutter, sidewalk and stormwater drainage facilities, and fiber optic conduit for the following streets identified by the Development Review Committee for: a. Street improvements to Story Mill Rd between Boyland Rd and Bridger Drive, including design and engineering, paving and subsurface improvements, curb and gutter, sidewalk and stormwater drainage facilities, and fiber optic conduit. The Landowner agrees such SID or special districts will provide a mechanism for the fair and equitable assessment of construction and maintenance costs for such improvements. The waiver is attached hereto as Exhibit “A” and is hereby incorporated in and made a part of this Agreement. B. Landowner shall execute a Waiver of Right-to-Protest Creation of Special Improvement Districts or Special Districts for Intersection improvements including lighting, signalization / channelization, paving, curb/gutter, sidewalk, and storm drainage for: a. Intersection improvements at Story Mill and Boyland Rd, including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. 139 1071 STORY MILL ROAD ANNEXATION AGREEMENT 9 The Landowner agrees such SID or special districts will provide a mechanism for the fair and equitable assessment of construction and maintenance costs for such improvements. The waiver is attached hereto as Exhibit “B” and is hereby incorporated in and made a part of this Agreement. C. Landowner agrees that in the event an SID is not utilized for the completion of these improvements as described in subsections A above, the Landowner shall participate in an alternative financing method for the completion of said improvements on a fair share, proportionate basis as determined by the City on the basis of the square footage of property, taxable valuation of the property, traffic contribution from the development or a combination thereof. D. Landowner understands and agrees that the City will choose creation of a SID or special district or an alternative financing method for the completion of the improvements and may use either financing option at any time. 11. Public Street and Utility Easement The Landowner understands and agrees that a public street and utility easement must be provided for delivery of municipal service with future development and such easement shall be provided at the Landowner’s sole expense. A right of way for Story Mill Road, classified as a Collector in the Bozeman Transportation Master Plan (TMP), has a minimum right-of-way ROW width of 90 feet. The applicant must provide their half along the property frontage. The easement must be executed using the city's standard language prior to the adoption of Resolution of Annexation. The Landowner understands and agrees that a public street and utility easement must be provided concurrent with signature of this agreement for 1071 STORY MILL ROAD is adjacent to or crosses the 1071 STORY MILL ROAD 140 1071 STORY MILL ROAD ANNEXATION AGREEMENT 10 ANNEXATION to include half of the 90-foot required right of way for a collector adjacent to the 1071 STORY MILL ROAD ANNEXATION. The Landowner, at its sole expense, has created such easements in a location and form agreeable to the City and the easement will be filed at the Gallatin County Clerk and Recorder’s Office. A public street and utility easement must be provided prior to the adoption of Resolution of Annexation. The Landowner understands and agrees that a public street and utility easement must be provided for delivery of municipal service with future development and such easement shall be provided at the Landowner’s sole expense. 12. Street Improvements The Landowner understands and agrees that at the time of future development the portion of the 1071 STORY MILL ROAD ANNEXATION and its related transportation infrastructure fronting the 1071 STORY MILL ROAD ANNEXATION must be improved to a City standard at Landowner’s expense. 13. Impact Fees Landowner acknowledges that annexation and development of their property will impact the City’s existing street, water and sewer infrastructure, and the City’s fire service. As approved by the City, the Landowner and its successors must pay: a) Fire impact fees equal to the amount per Chpt. 2, Art. 6. Div. 9 BMC, or as amended, at time of issuance of a building permit. b) Transportation impact fees equal to the amount per Chpt. 2, Art. 6. Div. 9 BMC, or as amended, at time of issuance of a building permit. c) Water impact fees as required by Chpt. 2, Art. 6. Div. 9 BMC, or as amended, at the time of connection to city water services. d) Sewer impact fees as required by Chpt. 2, Art. 6. Div. 9 BMC, or as amended, at the time of connection to city sewer services. 141 1071 STORY MILL ROAD ANNEXATION AGREEMENT 11 The amount of impact fee the Landowner or its successors pay for connection to the city’s water and sewer services, if any, shall be calculated based on the provisions of the Bozeman Municipal Code, as amended, in effect at the time of application for a permit to connect. The amount of street or fire impact fees to be paid, if any, shall be calculated based on the provisions of the Bozeman Municipal Code, as amended, in effect at the time an application for building permit is submitted. Landowner further understands and agrees that any improvements, either on-site or off- site, necessary to provide connection of the 1071 STORY MILL ROAD ANNEXATION municipal services and which are wholly attributable to the property as determined exclusively by the city are considered “project related improvements” as defined in Chapter 2, Article 6, Division 9, Bozeman Municipal Code, as amended, and as such, are not eligible for impact fee credits. If Landowner defaults on this condition at the time such is to be performed, and should default not be remedied or corrected within thirty (30) days after written notice by City to the Landowner and Landowner/Developer of such default, City may at its option: A) Declare the amounts owing for impact fees immediately due and payable and City shall have the right and privilege to take legal action against Landowners for the collection of such sum, including the entry of any judgment. In addition, the City may, at its option, enforce payment of such amount by levying an assessment on the property. B) Elect any other remedy available to City under the laws of the State of Montana. 14. Charges and Assessments Landowner understands and agrees that after this Agreement is recorded the 1071 STORY MILL ROAD ANNEXATION will be subject to City charges and assessments for arterial 142 1071 STORY MILL ROAD ANNEXATION AGREEMENT 12 and collector streets, street maintenance, park maintenance, and tree maintenance on the same basis as all other properties in the City. 15. Additional Terms The parties recognize these documents must be filed and of record with the Gallatin County Clerk and Recorder prior to the sale of any land within the 1071 STORY MILL ROAD ANNEXATION. The parties further agree that the City may file these documents at any time. 16. Governing Law and Venue This agreement shall be construed under and governed by the laws of the state of Montana. In the event of litigation, venue is in the Eighteenth Judicial District Court, in and for County of Gallatin, State of Montana. 17. Attorney’s Fees In the event it becomes necessary for either party to this Agreement to retain an attorney to enforce any of the terms or conditions of this Agreement, then the prevailing party shall be entitled to reasonable attorney’s fees and costs, to include the salary and costs of in-house counsel including City Attorney. 18. Waiver No waiver by either party of any breach of any term, covenant or agreement shall be deemed a waiver of the same or any subsequent breach of this same or any other term, covenant or agreement. No covenant, term or agreement shall be deemed waived by either party unless waived in writing. 143 1071 STORY MILL ROAD ANNEXATION AGREEMENT 13 19. Invalid Provision The invalidity or unenforceability of any provision of this agreement shall not affect the other provisions hereof, and this Agreement shall be construed in all respects as if such invalid or unenforceable provision were omitted. 20. Modifications or Alterations No modifications or amendment of this Agreement shall be valid unless evidenced by a writing signed by the parties hereto. 21. No Assignment It is expressly agreed that the Landowner and/or Landowner/Developer shall not assign this Agreement in whole or in part without prior written consent of the City. 22. Successors This Agreement shall be binding upon, inure to the benefit of and be enforceable by the parties hereto and their respective heirs, successors and assigns and specifically to any subsequent purchaser of the annexed property. 23. Covenants to Run with the Land The parties intend that the terms of this Agreement shall benefit the 1071 STORY MILL ROAD ANNEXATION and shall be covenants running with the land and shall not expire at their deaths or upon transfer of ownership of the property. The undersigned Landowner affirms that they have authority to enter into this Agreement and to bind themselves to this Agreement. 144 1071 STORY MILL ROAD ANNEXATION AGREEMENT 14 IN WITNESS WHEREOF, the parties hereto have caused this agreement to be executed the day and year first above written. DATED this _____ day of __________________, 2026. LANDOWNER _______________________________________ Great Northern Golf Company of Montana By: __________________________ Title: ________________________ STATE OF _____________) : ss COUNTY OF ___________) On this ________ day of _______________, 2026, before me, the undersigned, a Notary Public for the State of Montana, personally appeared ____________________, known to me to be the ___________________ of Great Northen Golf Company of Montana, known to me to be the landowner that executed the within instrument, and acknowledged to me that they executed the same for and on behalf of landowner. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal the day and year first above written. (SEAL) _________________________________________ (Printed Name Here) Notary Public for the State of ______________ Residing at _______________________________ My Commission Expires: __________________ (Use 4 digits for expiration year) 145 1071 STORY MILL ROAD ANNEXATION AGREEMENT 15 CITY OF BOZEMAN ____________________________________ By: Chuck Winn, City Manager ATTEST: ________________________________ Mike Maas, City Clerk STATE OF MONTANA ) :ss COUNTY OF GALLATIN ) On this _____ day of _______________________, 2026, before me, a Notary Public for the state of Montana, personally appeared Chuck Winn and Mike Maas, known to me to the persons described in and who executed the foregoing instrument as Interim City Manager and City Clerk respectively, of the City of Bozeman, whose names are subscribed to the within instrument and acknowledged to me that they executed the same for and on behalf of said City. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal the day and year first above written. (SEAL) _________________________________________ (Printed Name Here) Notary Public for the State of Montana Residing at _______________________ My Commission Expires: ____________ (Use 4 digits for expiration year) 146 1071 STORY MILL ROAD ANNEXATION AGREEMENT 16 EXHIBIT “A” WAIVER OF RIGHT TO PROTEST CREATION OF SPECIAL IMPROVEMENT DISTRICTS 1071 STORY MILL ROAD ANNEXATION The undersigned owner of the real property situated in the County of Gallatin, State of Montana, and more particularly described as follows: Two parcels of land as described in Warranty Deed Film 151, Page 3806, Document No. 302254 - Parcel 1 and Parcel 2; situated in the Southeast 1/4 of Section 31, Township 1 South, Range 6 East, Principal Meridian, Gallatin County, Montana, and being more particularly described as follows: Beginning at the Northeast Corner of Tract A of Osborne Subdivision, Plat H-47, being the Point of Beginning; thence S.0°58'20"E. a distance of 100.03 feet along the west line of Story Mill Road right-of-way to the Northeast Corner of Tract B of Osborne Subdivision; thence S.87°40'20"W. a distance of 478.82 feet along the north line of said Tract B to the east line of Bridger Creek Subdivision Phase 1; thence N.34°11'50"W. a distance of 117.75 feet along said east line to the south line of Boylan Road right-of-way; thence N.87°40'20"E. a distance of 543.36 feet along said south right-of-way line to the Point of Beginning, containing 1.173 acres more or less. IN CONSIDERATION of receiving approval for annexation of the subject property from the City of Bozeman, along with accompanying rights and privileges and for other and valuable consideration, the receipt of which is hereby acknowledged, and in recognition of the transportation impacts to 1071 STORY MILL ROAD for street and transportation improvements including design and engineering, paving and subsurface improvements, curb and gutter, sidewalk and stormwater drainage facilities, and fiber optic conduit for: 147 1071 STORY MILL ROAD ANNEXATION AGREEMENT 17 b. Street improvements to Story Mill Rd between Boyland Rd and Bridger Drive, including design and engineering, paving and subsurface improvements, curb and gutter, sidewalk and stormwater drainage facilities, and fiber optic conduit. Which will be caused by the development of the above-described property, the owner has waived and does hereby waive for itself, its successors and assigns forever the right to protest the creation of one or more special improvement districts for these intersections including lighting, signalization / channelization, paving, curb/gutter, sidewalk, and storm drainage. Landowner agrees the City has the sole right to control the design and construction of such improvements and may include any of the above components and others necessary to ensure such improvements comply with all adopted City infrastructure plans and requirements. Further, the Landowner waives its right or to make any written protest against the size or area or creation of the district be assessed in response to a duly passed resolution of intention to create one or more special improvement districts which would include the above-described property. In the event a SID is not utilized for the completion of these improvements, the developer agrees to participate in an alternate financing method for the completion of said improvements on a fair share, proportionate basis as determined by the City on the basis of the square footage of property, taxable valuation of the property, traffic contribution from the development or a combination thereof. This waiver is made for the benefit of the property described herein shall be a covenant running with the land. The terms, covenants and provisions of this waiver shall extend to, and be binding upon the successors-in-interest and assigns of the Landowner. 148 1071 STORY MILL ROAD ANNEXATION AGREEMENT 18 DATED this _____ day of __________________, 2026. LANDOWNER _________________________________________ Great Northen Golf Company of Montana By: __________________________ Title: ________________________ STATE OF ____________ ) : ss COUNTY OF __________ ) On this ________ day of _______________, 2026, before me, the undersigned, a Notary Public for the State of Montana, personally appeared ____________________, known to me to be the ___________________ of Great Northen Golf Company of Montana, known to me to be the landowner that executed the within instrument, and acknowledged to me that they executed the same for and on behalf of landowner. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal the day and year first above written. (SEAL) _________________________________________ (Printed Name Here) Notary Public for the State of _________ Residing at _______________________ My Commission Expires: ____________ (Use 4 digits for expiration year) 149 1071 STORY MILL ROAD ANNEXATION AGREEMENT 19 EXHIBIT “B” WAIVER OF RIGHT TO PROTEST CREATION OF SPECIAL IMPROVEMENT DISTRICTS 1071 STORY MILL ROAD ANNEXATION The undersigned owner of the real property situated in the County of Gallatin, State of Montana, and more particularly described as follows: Two parcels of land as described in Warranty Deed Film 151, Page 3806, Document No. 302254 - Parcel 1 and Parcel 2; situated in the Southeast 1/4 of Section 31, Township 1 South, Range 6 East, Principal Meridian, Gallatin County, Montana, and being more particularly described as follows: Beginning at the Northeast Corner of Tract A of Osborne Subdivision, Plat H-47, being the Point of Beginning; thence S.0°58'20"E. a distance of 100.03 feet along the west line of Story Mill Road right-of-way to the Northeast Corner of Tract B of Osborne Subdivision; thence S.87°40'20"W. a distance of 478.82 feet along the north line of said Tract B to the east line of Bridger Creek Subdivision Phase 1; thence N.34°11'50"W. a distance of 117.75 feet along said east line to the south line of Boylan Road right-of-way; thence N.87°40'20"E. a distance of 543.36 feet along said south right-of-way line to the Point of Beginning, containing 1.173 acres more or less. IN CONSIDERATION of receiving approval for annexation of the subject property from the City of Bozeman, along with accompanying rights and privileges and for other valuable consideration, the receipt of which is hereby acknowledged, and in recognition of the transportation impacts to: b. Intersection improvements at Story Mill and Boyland Rd, including lighting, signalization/channelization, paving, curb/gutter, sidewalk, and storm drainage. Which will be caused by the development of the above-described property, the owner has waived and does hereby waive for itself, its successors and assigns forever the right to protest the 150 1071 STORY MILL ROAD ANNEXATION AGREEMENT 20 creation of one or more special improvement districts for these intersections including lighting, signalization / channelization, paving, curb/gutter, sidewalk, and storm drainage. Landowner agrees the City has the sole right to control the design and construction of such improvements and may include any of the above components and others necessary to ensure such improvements comply with all adopted City infrastructure plans and requirements. Further, the Landowner waives its right or to make any written protest against the size or area or creation of the district be assessed in response to a duly passed resolution of intention to create one or more special improvement districts which would include the above-described property. In the event a SID is not utilized for the completion of these improvements, the developer agrees to participate in an alternate financing method for the completion of said improvements on a fair share, proportionate basis as determined by the City on the basis of the square footage of property, taxable valuation of the property, traffic contribution from the development or a combination thereof. This waiver is made for the benefit of the property described herein shall be a covenant running with the land. The terms, covenants and provisions of this waiver shall extend to, and be binding upon the successors-in-interest and assigns of the Landowner. 151 1071 STORY MILL ROAD ANNEXATION AGREEMENT 21 DATED this _____ day of __________________, 2026. LANDOWNER _________________________________________ Great Northen Golf Company of Montana By: __________________________ Title: ________________________ STATE OF ____________ ) : ss COUNTY OF __________ ) On this ________ day of _______________, 2026, before me, the undersigned, a Notary Public for the State of Montana, personally appeared ____________________, known to me to be the ___________________ of Great Northen Golf Company of Montana, known to me to be the landowner that executed the within instrument, and acknowledged to me that they executed the same for and on behalf of landowner. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal the day and year first above written. (SEAL) _________________________________________ (Printed Name Here) Notary Public for the State of _________ Residing at _______________________ My Commission Expires: ____________ (Use 4 digits for expiration year) 152 Memorandum REPORT TO:City Commission FROM:Tom Rogers, Senior Planner Chris Saunders, Community Development Manager Erin George, Interim Director of Community Development SUBJECT:Ordinance, Provisional Adoption, Establishing Zoning Designations of M-1, Light Manufacturing, in Association with the Annexation of 5.13 Acres, the 133 Maus Lane Annexation, Application 25213 MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Ordinance RECOMMENDATION:Provisionally adopt Ordinance. 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:The Commission unanimously (5:0) approved Application 25213 on December 9, 2025, to annex 5.13 acres and establish an initial zoning designation of M-1, Light Industrial District, subject to terms of annexation and contingencies for zoning. Final documents and easements have been received. A signed annexation agreement was received on July 14, 2026. The applicant and property owner requested annexation of an existing parcel consisting of 5.13 acres including adjacent rights-of-way into the City limits and establish an initial zoning of M-1, Light Manufacturing District. The property is currently zoned M-1, Light Manufacturing, within the County administered Gallatin County Bozeman Area Zoning District. The property has been used for a variety of uses over the years and hosts two structures. The warehouse building is served by a failed septic system. The lot is wholly surrounded by the city and is bounded by Montana Rail Link to the northeast. The Future Land Use Map in the Bozeman Community Plan 2020 (BCP 2020) designates the property as “Industrial” which includes the M-1 district as implementing zoning districts. Adjacent municipal zoning includes M-2 and M-1 zoning. A previous owner of the subject property submitted application to annex 153 this property which was considered by the City Commission on May 17, 2010. The Commission voted to accept the petition to annex the property subject to terms of annexation and contingencies for zoning. The property owner did not complete the required steps to finalize the process. See application A-10001 Williams Industrial Annex. The proposed annexation brings in additional right of way to build out sections of Maus Lane upon future development of an additional internal local street network. UNRESOLVED ISSUES:None ALTERNATIVES:As determined by the Commission FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Future development will incur costs and generate review according to standard City practices. Attachments: 25213 133 Maus Lane Ordinance.pdf 02- Zone Map.pdf Report compiled on: July 20, 2026 154 ORDINANCE AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA AMENDING THE CITY OF BOZEMAN ZONING MAP TO INITIALLY DESIGNATE 5.13 ACRES AS M-1, LIGHT MANUFACTURING DISTRICT, KNOWN AS THE 133 MAUS LANE ZONE MAP AMENDMENT, APPLICATION 25213. WHEREAS, the City of Bozeman has adopted zoning regulations and a zoning map pursuant to Sections 76-2-301 and 76-2-302, M.C.A.; and WHEREAS, Section 76-2-305, M.C.A. allows local governments to amend zoning maps if a public hearing is held and official notice is provided; and WHEREAS, Section 76-2-307, M.C.A. states that the Zoning Commission must conduct a public hearing and submit a report to the City Commission for all zoning map amendment requests; and WHEREAS, the City of Bozeman Zoning Commission has been created by Section 2.05.2700, BMC as provided for in Section 76-2-307, M.C.A.; and WHEREAS, Chapter 38, Article 2 of the Bozeman Unified Development Code sets forth the procedures and review criteria for zoning map amendments; and WHEREAS, the proposed zone map amendment application to amend the City of Bozeman Zoning Map to establish a zoning classification of M-1 (Light Manufacturing District), for approximately 5.13 acres has been properly submitted, reviewed, and advertised; and WHEREAS, after proper notice, the Bozeman Community Development Board acting in their capacity as the Planning Commission held a public hearing on December 1, 2025, to receive and review all written and oral testimony on the request for a zone map amendment; and WHEREAS, the Bozeman Planning Commission recommended the Bozeman City Commission that application No. 25213 the 133 Maus Lane Zone Map Amendment be approved as requested by the applicant; and WHEREAS, after proper notice, the City Commission held its public hearing on December 9, 2025, to receive and review all written and oral testimony on the request for the zone map amendment; and 155 WHEREAS, the City Commission has reviewed and considered the zone map amendment criteria established in Section 76-2-304, M.C.A., and found that the proposed zone map amendment would be in compliance with the criteria. NOW THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA: Section 1 Legislative Findings The City Commission hereby makes the following findings in support of adoption of this Ordinance: 1. The City adopted a growth policy, the Bozeman Community Plan 2025, by Resolution 2025-71 to establish policies for development of the community including zoning. 2. The Bozeman Community Plan 2025, Chapter 5, sets forth the policies by which the City reviews and applies the criteria for amendment of zoning established in 76-3-304, MCA. 3. Zoning, including amendments to the zoning map, must be in accordance with an adopted growth policy. 4. A staff report analyzing the required criteria for a zone map amendment, including accordance to the Bozeman Community Plan 2025, has found that the required criteria are satisfied. 5. The two required public hearings were advertised as required in state law and municipal code and all persons have had opportunity to review the materials applicable to the application and provide comment prior to a decision. 6. The Bozeman Zoning Commission has been established as required in state law and conducted their required public hearing; and after consideration of application materials, staff analysis and report, and all submitted public comment recommended approval of the application. 7. The City Commission conducted a public hearing to provide all interested parties the opportunity to provide evidence and testimony regarding the proposed amendment prior to the City Commission acting on the application. 8. The City Commission considered the application materials, staff analysis and report, Zoning Commission recommendation, all submitted public comment, and all other relevant information. 9. The City Commission determines that, as set forth in the staff report and incorporating 156 the staff findings as part of their decision, the required criteria for approval of the 133 Maus Lane Zone Map Amendment have been satisfied. Section 2 That the zoning district designation of the following-described property is hereby designated as M-1, Light Manufacturing District: An area of land comprised described as follows: A PARCEL OF LAND BEING LOT 20 OF THE GORDON MANDEVILLE STATE SCHOOL SECTION SUBDIVISION, PLAT E-38, AND A PORTION OF MAUS LANE; LOCATED IN THESE 1/4 OF SECTION 36, TOWNSHIP 1 SOUTH, RANGE 5 EAST, PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: Beginning at the Southwest corner of Lot 20 of the Gordon Mandeville State School Section Subdivision, Plat E-38, being the POINT OF BEGINNING; thence S33°25'42"W along the westerly right-of-way of Maus Lane for a distance of 82.36'; thence S00°38'00"E for a distance of 25.00' to the Northeast corner of Lot 28 of said subdivision, also being the north line of Annexation Resolution No. 4139; thence N89°58'17"E along said Annexation line for a distance of 60.48' to the easterly right- of-way of Maus Lane; thence along a curve to the right having a radius of 40.00', a delta angle of 81°09'23", for an arc length of 56.66', and a chord bearing of N48°50'35"E for 52.04'; thence N89°25'17"E for a distance of 559.21' to the westerly side of the railroad right-of-way; thence N37°37'22"W along said railroad right-of- way for 677.40' to the Northeast corner of Lot 20 of the Gordon Mandeville State School Section Subdivision, Plat E-38, also being the south line of Annexation Ordinance No. 1107; thence S89°52'18"W along said Annexation for a distance of 199.10' to the Northwest corner of said Lot 20; thence continuing along said Annexation S0°07'56"W for a distance of 482.29' to the POINT OF BEGINNING. Containing 5.13 acres, more or less, and is subject to any existing easements. Said portion contains 5.13 acres, more or less. SUBJECT to all easements of record or apparent from visual inspection of the property. 157 Section 3 Repealer. All provisions of the ordinances of the City of Bozeman in conflict with the provisions of this ordinance are, and the same are hereby, repealed and all other provisions of the ordinances of the City of Bozeman not in conflict with the provisions of this ordinance shall remain in full force and effect. Section 4 Savings Provision. This Ordinance does not affect the rights and duties that matured, penalties that were incurred or proceedings that were begun before the effective date of this Ordinance. All other provisions of the Bozeman Municipal Code not amended by this Ordinance shall remain in full force and effect. Section 5 Severability. That should any sentence, paragraph, subdivision, clause, phrase or section of this Ordinance be adjudged or held to be unconstitutional, illegal, or invalid, the same shall not affect the validity of this Ordinance as a whole, or any part or provision thereof, other than the part so decided to be invalid, illegal or unconstitutional, and shall not affect the validity of the Bozeman Municipal Code as a whole. Section 6 Codification. This Ordinance shall not be codified but shall be kept by the City Clerk and entered into a disposition list in numerical order with all other ordinances of the City. Section 7 Effective Date. This Ordinance shall be in full force and effect thirty (30) days after final adoption. 158 PROVISIONALLY ADOPTED by the City Commission of the City of Bozeman, Montana, on first reading at a regular session held on the 4th day of August 2026. ____________________________________ JOEY MORRISON Mayor ATTEST: ____________________________________ MIKE MAAS City Clerk FINALLY PASSED, ADOPTED AND APPROVED by the City Commission of the City of Bozeman, Montana on second reading at a regular session thereof held on the ____ of ___________________, 2026. The effective date of this ordinance is __________, ____, 2026. _________________________________ JOEY MORRISON Mayor ATTEST: _______________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: _________________________________ GREG SULLIVAN City Attorney 159 SSSSS S S SSS89°52'18"W 199.10'N3 7 ° 3 7 ' 2 2 "W 6 0 2 . 2 3 'S0°07'56"W 482.29'N89°25'17"E 567.88' 40' S33°25'42"W 82.36' S0°38'00"E 25.00'N89°58'17"E 60.48' R=40.00' L=56.66' Δ=81°09'23" CB=N48°50'35"E CH=52.04'N3 7 ° 3 7 ' 2 2 "W 7 5 . 1 7 ' N89°25'17"E 559.21'40'SSSSS S S S S S S S SSS SS12S W60.00'DD D D D SD SDSDSDSD PROJECT NO. SHEET NUMBER COPYRIGHT MORRISON-MAIERLE,2025 Plotted by cooper krause on Aug/18/2025 DRAWN BY: FLD WK. BY: CHK. BY: DATE: ©N:\10768\001\ACAD\Exhibits\Annexation\Annexation and Zoning.dwg133 MAUS LANE ZONE MAP BOZEMAN MONTANA 10768.001 FIG. 2 JW JW CK 04/2025engineers surveyors planners scientists MorrisonMaierle 2880 Technology Blvd West Bozeman, MT 59718 Phone: 406.587.0721 www.m-m.net TRACT 20 OF GORDON MANDEVILLE STATE SCHOOL SECTION SUBDIVISION, PLAT E-38;SITUATED IN THE SE1/4 OF SECTION 36, TOWNSHIP 1 SOUTH, RANGE 5 EAST,PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA MAUS LANE 60FT WIDE PUBLIC ROW MAUS LANELEA AVE.20' X 60' EASEMENT AGREEMENT TO YELLOWSTONE PIPELINE COMPANY FM. 184 P. 1693 40' YELLOWSTONE PIPELINE COMPANY RIGHT-OF-WAY PER PLAT E-38 POINT OF BEGINNING BASIS OF BEARINGBobcat Coordinate System, NAD83(2011) per the "Rocky Mountain Tribal Coordinate Reference System" Handbook and User Guide. Published September 30th, 2014 and subsequent revisions. Established by observations with survey-grade GNSS Receivers. A PARCEL OF LAND BEING LOT 20 OF THE GORDON MANDEVILLE STATE SCHOOL SECTION SUBDIVISION, PLAT E-38, AND A PORTION OF MAUS LANE; LOCATED IN THE SE 1/4OF SECTION 36, TOWNSHIP 1 SOUTH, RANGE 5 EAST, PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA, MORE PARTICULARLY DESCRIBED AS FOLLOWS:Beginning at the Southwest corner of Lot 20 of the Gordon Mandeville State School Section Subdivision, Plat E-38, being the POINT OF BEGINNING; thence S33°25'42"W along the westerlyright-of-way of Maus Lane for a distance of 82.36'; thence S00°38'00"E for a distance of 25.00' to the Northeast corner of Lot 28 of said subdivision, also being the north line of AnnexationResolution No. 4139; thence N89°58'17"E along said Annexation line for a distance of 60.48' to the easterly right-of-way of Maus Lane; thence along a curve to the right having a radius of 40.00',a delta angle of 81°09'23", for an arc length of 56.66', and a chord bearing of N48°50'35"E for 52.04'; thence N89°25'17"E for a distance of 559.21' to the westerly side of the railroad right-of-way;thence N37°37'22"W along said railroad right-of-way for 677.50' to the Northeast corner of Lot 20 of the Gordon Mandeville State School Section Subdivision, Plat E-38, also being the south line ofAnnexation Ordinance No. 1107; thence S89°52'18"W along said Annexation for a distance of 199.10' to the Northwest corner of said Lot 20; thence continuing along said Annexation S0°07'56"Wfor a distance of 482.29' to the POINT OF BEGINNING.Containing 5.13 acres, more or less, and is subject to any existing easements.ANNEXATIONORDINANCE No. 1107FM. 70 P. 1321 ANNEXATION AREA SUMMARY ZONIN G - M - 1 EXISTING STORM DRAIN PIPE EXIST I N G BUILDI N G EXISTI N G BUILDI N G M-1 ZONING LOT 20 4.24 ACRES LOT 20: 4.24 ACRES (184,498.24 SQ. FT.) MAUS LANE R.O.W.: 0.89 ACRES (38,979.39 SQ. FT.) TOTAL ANNEXATION AREA: 5.13 ACRES (223,478 SQ.FT.) EXISTING COUNTY ZONING: M-1 PROPOSED CITY ZONING: M-1 ZONI N G - M- 1 ZONIN G - M - 2 ZONI N G - M - 2 ZONI N G - M- 2 ZONI N G - M-2 ZONIN G - M - 1 ZON ING - M - 2 ZONING - M-1 0SCALE IN FEET80 1608040 EXISTING SEWER MAIN (TYP.) EXISTING WATER MAIN (TYP.) PROPOSED 20FT WIDE STORM DRAINAGE UTILITY EASEMENT PROPOSED 10 FT WIDE STORM DRAIN EASEMENTPURPOSE: PRESERVE HISTORICAL OVERFLOW PATHFROM PRIVATE POND TO THE WEST 160 Memorandum REPORT TO:City Commission FROM:Tom Rogers, Senior Planner Chris Saunders, Community Development Manager Erin George, Interim Director of Community Development SUBJECT:Ordinance, Provisional Adoption, Establishing a Zoning Designation of R-1, Residential Low-Density District, in Association with the Annexation of 1.173 Acres, the 1071 Story Mill Road Annexation, Application 25525 MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Ordinance RECOMMENDATION:Provisionally adopt Ordinance. 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:The Commission (5:0) approved Application 25525 on February 10, 2026, to annex 1.173 acres and voted (5:0) to establish an initial zoning designation of R-1, Residential Low-Density District, now RA, subject to terms of annexation and contingencies for zoning. Final documents and easements have been received. A signed annexation agreement was received on June 30, 2026. The property is addressed at 1071 Story Mill Road and generally located on the southwest corner of Story Mill and Boylan Roads. The applicant and property owners seek to annex two existing parcels and establish an initial zoning of R-1 (RA), Residential Low-Density District. The property is currently zoned M-1, Light Manufacturing, within the County administered Gallatin County Bozeman Area Zoning District (the Donut). As stated by the applicant, “The Great Northern Golf Company of Montana intends to continue the current use of this property while gaining access to essential services such as water and sewer. Since the property is currently dry, the owners have relied on temporary restroom facilities on site or directed employees to use facilities at the clubhouse on McIlhattan Road. With Gallatin County’s population growth and the rising demand for outdoor recreation, Bridger Creek Golf Course has experienced steady increases in number golfers’ season after season. This growth has required additional maintenance staff, and planning for long-term employee needs has become a priority.” 161 Golf courses and support services are permitted use in the R-1 district with an approved Special Use Permit. Golf courses are permitted use in the R-A and R-B districts with a special use permit in the recently adopted Unified Development Code (UDC). The existing use will not change because of annexation and zoning, but any future changes will be subject to municipal standards and processes. The Future Land Use Map in the Bozeman Community Plan (BCP) 2020 designates the property as “Urban Neighborhood” which includes the R-1 (RA) district as implementing zoning districts. Adjacent municipal zoning includes B-2M to the east, R-1(RA) and R-3 (RB) to the north and west, and another inholding of un-annexed property to the south. The proposed annexation provides additional rights-of-way for Story Mill Road. UNRESOLVED ISSUES:There are no unresolved issues with this application. ALTERNATIVES:As determined by the Commission FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Future development will incur costs and generate review according to standard City practices. Attachments: 25525 1071 Story Mill Road Ordinance.pdf 05_Zoning Exhibit - Map.pdf Report compiled on: July 20, 2026 162 ORDINANCE AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA AMENDING THE CITY OF BOZEMAN ZONING MAP TO INITIALLY DESIGNATE 1.173 ACRES AS R-1, RESIDENTIAL LOW-DENSITY DISTRICT, KNOWN AS THE 1071 STORY MILL ROAD ZONE MAP AMENDMENT, APPLICATION 25525. WHEREAS, the City of Bozeman has adopted zoning regulations and a zoning map pursuant to Sections 76-2-301 and 76-2-302, M.C.A.; and WHEREAS, Section 76-2-305, M.C.A. allows local governments to amend zoning maps if a public hearing is held and official notice is provided; and WHEREAS, Section 76-2-307, M.C.A. states that the Zoning Commission must conduct a public hearing and submit a report to the City Commission for all zoning map amendment requests; and WHEREAS, the City of Bozeman Zoning Commission has been created by Section 2.05.2700, BMC as provided for in Section 76-2-307, M.C.A.; and WHEREAS, Chapter 38, Article 2 of the Bozeman Unified Development Code sets forth the procedures and review criteria for zoning map amendments; and WHEREAS, the proposed zone map amendment application to amend the City of Bozeman Zoning Map to establish a zoning classification of R-1 (Residential Low-Density), now called the RA District, for approximately 1.173 acres has been properly submitted, reviewed, and advertised; and WHEREAS, after proper notice, the Bozeman Community Development Board acting in their capacity as the Zoning Commission held a public hearing on January 26, 2026, to receive and review all written and oral testimony on the request for a zone map amendment; and WHEREAS, the Bozeman Zoning Commission recommended the Bozeman City Commission that application No. 25525 the 1071 Story Mill Road Zone Map Amendment be approved as requested by the applicant; and 163 WHEREAS, after proper notice, the City Commission held its public hearing on February 10, 2026, to receive and review all written and oral testimony on the request for the zone map amendment; and WHEREAS, the City Commission has reviewed and considered the zone map amendment criteria established in Section 76-2-304, M.C.A., and found that the proposed zone map amendment would be in compliance with the criteria. NOW THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA: Section 1 Legislative Findings The City Commission hereby makes the following findings in support of adoption of this Ordinance: 1. The City adopted a growth policy, the Bozeman Community Plan 2020, by Resolution 5133 to establish policies for development of the community including zoning; 2. The Bozeman Community Plan 2020, Chapter 5, sets forth the policies by which the City reviews and applies the criteria for amendment of zoning established in 76-3-304, MCA; 3. Zoning, including amendments to the zoning map, must be in accordance with an adopted growth policy; 4. A staff report analyzing the required criteria for a zone map amendment, including accordance to the Bozeman Community Plan 2020, has found that the required criteria are satisfied; 5. The two required public hearings were advertised as required in state law and municipal code and all persons have had opportunity to review the materials applicable to the application and provide comment prior to a decision; 6. The Bozeman Zoning Commission has been established as required in state law and conducted their required public hearing; and after consideration of application materials, staff analysis and report, and all submitted public comment recommended approval of the application; 7. The City Commission conducted a public hearing to provide all interested parties the opportunity to provide evidence and testimony regarding the proposed amendment prior to the City Commission acting on the application; 8. The City Commission considered the application materials, staff analysis and report, 164 Zoning Commission recommendation, all submitted public comment, and all other relevant information; and 9. The City Commission determines that, as set forth in the staff report and incorporating the staff findings as part of their decision, the required criteria for approval of the 1071 Story Mill Road Zone Map Amendment have been satisfied. Section 2 That the zoning district designation of the following-described property is hereby designated as RA, Residential Low District: An area of land comprised described as follows: Two parcels of land as described in Warranty Deed Film 151, Page 3806, Document No. 302254 - Parcel 1 and Parcel 2, along with adjacent portions extended to the centerline of Boylan Road and Story Mill Road; situated in the SE 1/4 of Section 31, Township 1 South, Range 6 East, Principal Meridian, Gallatin County, Montana, and being more particularly described as follows: Beginning at a point on the centerline of Story Mill Road 40.01' from the Southeast Corner of Tract A of Osborne Subdivision, Plat H-47, being the Point of Beginning; thence S.87°40'20"W. a distance of 518.83 feet to the east line of Bridger Creek Subdivision Phase 1; thence N.34°11'50"W. a distance of 152.53 feet along said east line to the centerline of Boylan Road; thence along a curve to the right having a radius of 298.78 feet and a central angle of 3°31'51" for an arc length of 18.41 feet and a chord bearing of N.85°51'06"E. for 18.41 feet; thence N.87°44'01"E. a distance of 584.03 feet to the centerline of Story Mill Road; thence S.0°58'20"E. a distance of 129.53 feet to the Point of Beginning, containing 1.671 acres more or less. Said portion contains 1.173 acres, more or less. SUBJECT to all easements of record or apparent from visual inspection of the property. Section 3 Repealer. All provisions of the ordinances of the City of Bozeman in conflict with the provisions of this ordinance are, and the same are hereby, repealed and all other provisions of the ordinances 165 of the City of Bozeman not in conflict with the provisions of this ordinance shall remain in full force and effect. Section 4 Savings Provision. This Ordinance does not affect the rights and duties that matured, penalties that were incurred or proceedings that were begun before the effective date of this Ordinance. All other provisions of the Bozeman Municipal Code not amended by this Ordinance shall remain in full force and effect. Section 5 Severability. That should any sentence, paragraph, subdivision, clause, phrase or section of this Ordinance be adjudged or held to be unconstitutional, illegal, or invalid, the same shall not affect the validity of this Ordinance as a whole, or any part or provision thereof, other than the part so decided to be invalid, illegal or unconstitutional, and shall not affect the validity of the Bozeman Municipal Code as a whole. Section 6 Codification. This Ordinance shall not be codified but shall be kept by the City Clerk and entered into a disposition list in numerical order with all other ordinances of the City. Section 7 Effective Date. This Ordinance shall be in full force and effect thirty (30) days after final adoption. 166 PROVISIONALLY ADOPTED by the City Commission of the City of Bozeman, Montana, on first reading at a regular session held on the 4th day of August 2026. ____________________________________ JOEY MORRISON Mayor ATTEST: ____________________________________ MIKE MAAS City Clerk FINALLY PASSED, ADOPTED AND APPROVED by the City Commission of the City of Bozeman, Montana on second reading at a regular session thereof held on the ___ of ____________________, 2026. The effective date of this ordinance is __________, __, 2026. _________________________________ JOEY MORRISON Mayor ATTEST: _______________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: _________________________________ GREG SULLIVAN City Attorney 167 D S S D F P T P S S EEPPP F G G S D D S XX X X TV TV BF BF BF BF BF BF BF BF BF BF BF BF BP BP BP BP BTVBTVBTVBTVBTVBP BP BP BP BP BP BP BP BPBTBTV BTV BTV BTV BTV BTV BTV BTVB T V NG NG NG NG NG NG NG SD SD SD SD SD SD SD SD SD SD S S S S S S S S S WWW W W W W W W W W WW WN34°11'50"W 152.53' R=298.78' L=18.41' Δ=3°31'51" CB=N85°51'06"E CH=18.41' N87°44'01"E 584.03' S0°58'20"E 129.53' S87°40'20"W 518.83' 40.01' 85.00'60.52'40.00' FIGURE NUMBER © PROJECT NO.DRAWN BY: DSGN. BY: APPR. BY: DATE: COPYRIGHT MORRISON-MAIERLE,2025 Plotted by jon c. wilkinson on Nov/11/2025 engineers surveyors planners scientists MorrisonMaierle 2880 Technology Blvd West Bozeman, MT 59718 406.587.0721 www.m-m.net P:\10851 - Great Northern Golf Co\001 - 1071 Story Mill Rd\ACAD\Exhibits\Annexation & Zoning\10851.001 - Annexation & Zoning Exhibit.dwg10851.001 FIG. 2 JAZ BOZEMAN MONTANA ZONE MAP JAZ 1071 STORY MILL ROAD CMS 08/2025 25 500 SCALE IN FEET QWEST TELECOMMUNICATIONS EASEMENT DOC. No. 2039276TRACT A OF OSBORNE SUBDIVISION 1.038 ACRES STORY MILL ROAD85FT WIDE PUBLIC ROWPOINT OF BEGINNING 40' STREET DEDICATED TO THE PUBLIC PER OSBORNE SUBDIVISION BOYLAN ROAD 60FT WIDE PUBLIC ROW ZONE MAP TRACT A OF OSBORNE SUBDIVISION PLAT H-47 AND THAT PORTION OF THE ABANDONED RAILROAD RIGHT OF WAY ADJACENT TO SAID TRACT A THAT IS NORTH AND EAST OF FORMER RAILROAD CENTERLINE, AS STATED IN WARRANTY DEED FM. 151, PAGE 3806, ALONG WITH ADJACENT PORTIONS EXTENDED TO THE CENTERLINE OF BOYLAN ROAD AND STORY MILL ROAD; SITUATED IN THE SE 1/4 OF SECTION 31, TOWNSHIP 1 SOUTH, RANGE 6 EAST, PRINCIPAL MERIDIAN, GALLATIN COUNTY, MONTANA. DESCRIPTION Two parcels of land as described in Warranty Deed Film 151, Page 3806, Document No. 302254 - Parcel 1 and Parcel 2, along with adjacent portions extended to the centerline of Boylan Road and Story Mill Road; situated in the SE 14 of Section 31, Township 1 South, Range 6 East, Principal Meridian, Gallatin County, Montana, and being more particularly described as follows: Beginning at a point on the centerline of Story Mill Road 40.01' from the Southeast Corner of Tract A of Osborne Subdivision, Plat H-47, being the Point of Beginning; thence S.87°40'20"W. a distance of 518.83 feet to the east line of Bridger Creek Subdivision Phase 1; thence N.34°11'50"W. a distance of 152.53 feet along said east line to the centerline of Boylan Road; thence along a curve to the right having a radius of 298.78 feet and a central angle of 3°31'51" for an arc length of 18.41 feet and a chord bearing of N.85°51'06"E. for 18.41 feet; thence N.87°44'01"E. a distance of 584.03 feet to the centerline of Story Mill Road; thence S.0°58'20"E. a distance of 129.53 feet to the Point of Beginning, containing 1.671 acres more or less. EXISTING COUNTY ZONING: M-1 PROPOSED CITY ZONING: R-1 EXISTING CITY OF BOZEMAN ZONING: R-1 EXISTING CITY OF BOZEMAN ZONING: R- 1 EXISTING CITY OF BOZEMAN ZONING: R- 3 EXISTING CITY OF BOZEMAN ZONING: R- 3 EXI S TI N G CIT Y O F BOZE M A N Z O NI N G: R- 1 EXISTI N G CI T Y OF BOZ E M A N Z O NI N G: R-3EXISTI N G G A L L A TI N COU NT Y Z O NI N G: M-IEXISTI N G G A L L A TI N COU NT Y Z O NI N G: M-I EXISTING CITY OF BOZEMAN ZONING: B-2 M EXISTING CITY OF BOZEMAN ZONING: R- 3 ANNEXATION AREA SUMMARY R-1 ZONING TRACT A: 1.038 ACRES (45,222.43 SQ. FT.) ABANDONED RAILROAD R/W: 0.135 ACRES (5,887.66 SQ. FT.) TOTAL ANNEXATION AREA: 1.173 ACRES (51,110.09 SQ.FT.) EX. 6" D.I. WATER MAINPUTTERCOURTVALHALLACOURTEX. 10" PVC SEWER MAIN EX. 10" D.I. WATER MAINEXISTI N G BUILD I N G EXISTI N G CARP O R T EX. FUEL TANK BASIS OF BEARING Bobcat Coordinate System, NAD83(2011) per the "Rocky Mountain Tribal Coordinate Reference System" Handbook and User Guide. Published September 30th, 2014 and subsequent revisions. Established by observations with survey-grade GNSS Receivers. PORTION OF ABANDONED RAILROAD R/W ADJACENT TO TRACT A 0.135 ACRES ZONE X FLOODPLAIN BOUNDARY PER CITY OF BOZEMAN GIS (AREA OF 0.2 % ANNUAL CHANCE FLOOD) ZONE X FLOODPLAIN BOUNDARY PER CITY OF BOZEMAN GIS (AREA OF 0.2 % ANNUAL CHANCE FLOOD) 5' PUBLIC STREET AND UTILITY EASEMENT DOC. No. _______________ 168 Memorandum REPORT TO:City Commission FROM:Chuck Winn, City Manager SUBJECT:Ordinance Final Adoption Dissolving Department of Strategic Services and Creating Department of Communications & Engagement MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Ordinance RECOMMENDATION:Consider the Motion: I move to finally adopt this Ordinance Dissolving Department of Strategic Services and Creating Department of Communications & Engagement. STRATEGIC PLAN:1.2 Community Engagement: Broaden and deepen engagement of the community in city government, innovating methods for inviting input from the community and stakeholders. BACKGROUND:Earlier this year, the Bozeman City Commission adopted four overarching priorities to guide the City's work: Advance Bozeman as a safe and welcoming place for all. Engage meaningfully with the community. Bridge the affordability gap. Protect Bozeman's heritage, neighborhoods, and natural environment. A strong and intentional communication and community engagement strategy is fundamental to achieving each of these priorities and the work plans that support them. Effective communication and engagement efforts help connect elected officials and staff with the community, improve the quality of public decision-making, and strengthen public trust in local government. These functions are integral to nearly every service the City provides. Currently, Communications & Engagement operates as a division within the City Manager's Office and is responsible for a broad range of citywide initiatives and programs, including working with the local press, social media, the Neighborhood Program and the Inter-Neighborhood Council, the MSU Bozeman Town and Gown program, Belonging in Bozeman initiatives, podcast production, the City newsletter, and graphic design services including managing content on the city's website. Communication & Engagement also oversees the city's engagement efforts and Engage Bozeman Platform. 169 Establishing Communications & Engagement as a standalone department led by a director-level position will further strengthen the City's ability to coordinate and integrate communication and engagement efforts across the organization while continuing to improve service delivery and public outreach. This organizational change will not increase the total number of City departments or department heads. The proposed ordinance eliminates the Strategic Services Department and establishes the Communications & Engagement Department in its place. Functions previously housed within Strategic Services are currently reporting to an Assistant City Manager. UNRESOLVED ISSUES:None ALTERNATIVES:As directed by the Commission. FISCAL EFFECTS:Any additional costs are offset by the elimination of the Strategic Services Director position. Attachments: Ordinance Final cp 7 6 26 cw.docx Report compiled on: July 16, 2026 170 ORDINANCE AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA AMENDING SECTION 2.04.010 AND THE TITLE OF DIVISION 13 OF THE BOZEMAN MUNICIPAL CODE TO DISSOLVE THE DEPARTMENT OF STRATEGIC SERVICES AND ESTABLISH THE DEPARTMENT OF COMMUNICATIONS & ENGAGEMENT. WHEREAS, pursuant section 2.11 of the charter the city commission must adopt an ordinance to establish, alter, or abolish any city department; and WHEREAS, the assigned duties of the Department of Strategic Services have been subsumed within the City Manager’s office and as such the City no longer needs to organize and administer a department to provide these services; and WHEREAS, the Commission determines a department is necessary to administer the City’s programs and services related to communication and engagement. NOW THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA: Section 1 That Section 2.04.010, Bozeman Municipal Code, will be amended as follows: Sec. 2.04.010. – Administrative departments established. A. The following administrative departments of the city are established: 1. Department of finance; 2. Department of fire; 3. Department of human resources; 4. Department of information technology; 5. Department of law; 6. Department of parks and recreation; 7. Department of community development; 171 8. Department of police; 9. Department of transportation and engineering; 10. Department of utilities; 11. Department of economic development; and 12. Department of strategic services Department of communications & engagement. Section 2 That the title of Chapter 2, Article 4, Division 13, Bozeman Municipal Code, be renamed Department of Communications and Engagement and remain reserved. Section 3 Repealer. All provisions of the ordinances of the City of Bozeman in conflict with the provisions of this ordinance are, and the same are hereby, repealed and all other provisions of the ordinances of the City of Bozeman not in conflict with the provisions of this ordinance shall remain in full force and effect. Section 4 Savings Provision. This Ordinance does not affect the rights and duties that matured, penalties that were incurred or proceedings that were begun before the effective date of this Ordinance. All other provisions of the Bozeman Municipal Code not amended by this Ordinance shall remain in full force and effect. Section 5 Severability. That should any sentence, paragraph, subdivision, clause, phrase or section of this Ordinance be adjudged or held to be unconstitutional, illegal, or invalid, the same shall not affect the validity of this Ordinance as a whole, or any part or provision thereof, other than the part so decided to be invalid, illegal or unconstitutional, and shall not affect the validity of the Bozeman Municipal Code as a whole. 172 Section 6 Codification. The provisions of Sections 1 and 2 of this Ordinance shall be codified in the Bozeman Municipal Code as shown. Section 7 Effective Date. This Ordinance shall be in full force and effect thirty (30) days after final adoption. PROVISIONALLY ADOPTED by the City Commission of the City of Bozeman, Montana, on first reading at a regular session held on the _____ day of ________________, 20__. ____________________________________ JOEY MORRISON Mayor ATTEST: ____________________________________ MIKE MAAS City Clerk 173 FINALLY PASSED, ADOPTED AND APPROVED by the City Commission of the City of Bozeman, Montana on second reading at a regular session thereof held on the ___ of ____________________, 20__. The effective date of this ordinance is __________, __, 20__. _________________________________ JOEY MORRISON Mayor ATTEST: _______________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: _________________________________ GREG SULLIVAN City Attorney 174 Memorandum REPORT TO:City Commission FROM:Tom Rogers, Senior Planner Chris Saunders, Community Development Manager Erin George, Community Development Director SUBJECT:Resolution, Adoption of the 5211 Baxter Lane Annexation, Annexing 163.9 acres. The Property is Generally Located on the Northwest Corner of Baxter Lane and Harper Pucket Road, Application 24570 MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Resolution RECOMMENDATION:Adopt Resolution. 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:The Commission approved Application 24570 on July 8, 2025, to annex 163.9 acres and establish initial zoning designations of R-3, Residential Medium Density, on 103.5 acres and R-5, Residential High Density Mixed, on 49.48 acres, subject to terms of annexation and contingencies for zoning. Final documents and easements have been received. The property is addressed at 5211 Baxter Lane and generally located on the northwest corner of Baxter Lane and Harper Pucket Road. Final documents and easements were received by the Applicant. A signed annexation agreement was received on June 16, 2026, and signed easements on July 17. The Commission voted (4:1) to approve the annexation, Commissioner Madgic dissenting. The Commission voted (4:1) to approve the zone map amendment for the property, Commissioner Madgic dissenting. The proposed annexation would bring in additional right of way to build sections of Harper Pucket Road, Baxter Lane, Cattail Street, and Laurel Parkway, and upon future development additional internal local street network. The property is currently vacant with no existing development or city services on the parcel. Nearby municipal zoning includes REMU, R-5, R-4, and R-1. The remaining area is bordered by un-annexed property zoned A-S in 175 the Gallatin County Bozeman Area Zoning District. The subject properties are within the urban planning and municipal service area for the City. UNRESOLVED ISSUES:There are no unresolved issues with the application. ALTERNATIVES:As determined by the Commission FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Future development will incur costs and generate review according to standard City practices. Attachments: 24570 5211 Baxter Annex Res.pdf 001 - Annexation Map.pdf 5211 Baxter Lane Annexation Agreement (Signed).pdf Report compiled on: July 21, 2026 176 Version April 2020 Page 1 of 3 RESOLUTION A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, PROVIDING FOR THE ANNEXATION OF CERTAIN CONTIGUOUS TRACTS OF LAND, HEREINAFTER DESCRIBED, TO THE CORPORATE LIMITS OF THE CITY OF BOZEMAN AND THE EXTENSION OF THE BOUNDARIES OF THE CITY OF BOZEMAN SO AS TO INCLUDE SAID CONTIGUOUS TRACTS, KNOWN AS 5211 Baxter LANE ANNEXATION, APPLICATION 24570. WHEREAS, the City of Bozeman received a petition for annexation from SD Baxter MT, LLC, requesting the City Commission to extend the boundaries of the City of Bozeman so as to include an area of land containing approximately 163.9 acres, described herein; and WHEREAS, an annexation staff report was prepared in accordance with the Commission's goals and policies for annexation and was presented to the Commission on March 25, 2005; and WHEREAS, a public meeting on said annexation petition was duly noticed and held on July 8, 2025; and WHEREAS, the City received no written protest from real property owners of the area to be annexed; and WHEREAS, on August 4, 2026, the Commission received the executed annexation agreement addressing all recommended terms of annexation; and WHEREAS, the provision of available services, including, but not limited to, streets, rights- of-way, easements, water rights or cash-in-lieu, waivers of protest against creation of Special Improvement Districts (SID's), and water and sewer hookup fees, to said contiguous tracts as described is the subject of a written agreement between the City and the Landowner; and WHEREAS, the Bozeman City Commission hereby finds that the annexation of this contiguous tract is in the best interests of the City of Bozeman and the inhabitants/owners thereof. 177 Version April 2020 Page 2 of 3 NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, to wit: Section 1 That it is hereby declared that, pursuant to Title 7, Chapter 2, Part 46, Mont. Codes Ann., the following-described property, which is contiguous to the municipal boundaries of the City of Bozeman, be annexed to the City of Bozeman and that the boundaries of said City shall be extended so as to embrace and include such approximately 163.9 acres, to wit: Legal Description An area of land comprised described as follows: A tract of land, said tract being Tract 1 of Certificate of Survey No. 2553A, located in the Southeast Quarter of Section 33, Township 1 South, Range 5 East, Principal Meridian, Montana, Gallatin County, Montana, and being further described as follows: Beginning at the southeast corner of said Section 33; thence South 89°27'49" West on the south line of said Section 33, a distance of 2675.56 feet to the south quarter corner of said Section 33; thence North 00°20'48" East on the north-south mid-section line of said Section 33, a distance of 2680.16 feet to the center of said Section 33; thence North 89°50'39" East on the east-west mid-section line of said Section 33, a distance of 2672.80 feet to the east quarter corner of said Section 33; thence South 00°17'31" West on the east line of said Section 33, a distance of 2662.37 feet to the Point of Beginning. The described tract has an area of 163.979 acres, more or less. The described tract is as shown on the accompanying exhibit and is along with and subject to any existing easements. All as depicted on the 5211 Baxter Lane Annexation Map. Section 2 This Resolution is effective upon recording with the Gallatin County Clerk and Recorder. 178 Version April 2020 Page 3 of 3 PASSED, ADOPTED, AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 4th day of August, 2026. ___________________________________ JOEY MORRISON Mayor ATTEST: ___________________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: ___________________________________ GREG SULLIVAN City Attorney 179 N89°50'39"E 2672.80'N00°20'48"E 2680.16'S89°27'49"W 2675.56'S00°17'31"W 2662.37'LEGENDEXISTINGDESCRIPTIONPROPOSEDEngineering tdhengineering.com ZONING R-3 & R-5 (PREVIOUSLY ZONED AS)A TRACT OF LAND BEING TRACT 1 OF CERTIFICATE OF SURVEY NO.2553A, LOCATED IN THE SOUTHEAST QUARTER OF SECTION 33,TOWNSHIP 1 SOUTH, RANGE 5 EAST, PRINCIPAL MERIDIAN,MONTANA, GALLATIN COUNTY, MONTANA.AREA: 163.979 ACRES(COMPUTED AREA IN SQUARE FEET = 7,142,914)DESIGNED BY:QUALITY CHECK:JOB NO.FIELDBOOKDRAWN BY:DATE:B24-046ANNX ZMA6REV DATE REVISION SD BAXTER MT, LLC ANNEXATION MAP GALLATIN COUNTY, MONTANA CJB/BST10/29/24B24-046SHEET2 OF 2.DWG180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 Memorandum REPORT TO:City Commission FROM:Tom Rogers, Senior Planner Chris Saunders, Community Development Manager Erin George, Interim Director of Community Development SUBJECT:Ordinance, Provisional Adoption, Establishing Zoning Designations of R-5 (RD), Residential High Density Mixed District, and R-3 (RB), Residential Medium-Density District, in Association with the Annexation of 163.9 Acres, the 5211 Baxter Lane Annexation, Generally Located at the Northwest Corner of Baxter Lane and Harper Pucket Road, Application 24570 MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Ordinance RECOMMENDATION:Provisionally adopt Ordinance. 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:The Commission approved Application 24570 on July 8, 2025, to annex 163.9 acres and establish initial zoning designations of R-3 (RB), Residential Medium Density, on 103.5 acres and R-5 (RD), Residential High Density Mixed, on 60.47 acres, subject to terms of annexation and contingencies for zoning. Final documents and easements have been received. The property is addressed at 5211 Baxter Lane and generally located on the northwest corner of Baxter Lane and Harper Pucket Road. Final documents and easements were received by the Applicant. A signed annexation agreement was received on June 16, 2026, and signed easements on July 17. The Commission voted (4:1) to approve the annexation, Commissioner Madgic dissenting. The Commission voted (4:1) to approve the zone map amendment for the property, Commissioner Madgic dissenting. The proposed annexation would bring in additional right of way to build sections of Harper Pucket Road, Baxter Lane, Cattail Street, and Laurel Parkway, and upon future development additional internal local street network. 204 The property is currently vacant with no existing development or city services on the parcel. Nearby municipal zoning includes REMU, R-5, R-4, and R-1. The remaining area is bordered by un-annexed property zoned A-S in the Gallatin County Bozeman Area Zoning District. The subject properties are within the urban planning and municipal service area for the City. UNRESOLVED ISSUES:There are no unresolved issues with this application. ALTERNATIVES:As determined by the Commission FISCAL EFFECTS:No unusual fiscal effects have been identified. No presently budgeted funds will be changed by this Annexation or Zone Map Amendment. Future development will incur costs and generate review according to standard City practices. Attachments: 24570 5211 Baxter Annex Ord.pdf 002 - ZMA Map.pdf Report compiled on: July 21, 2026 205 Page 1 of 7 ORDINANCE AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA AMENDING THE CITY OF BOZEMAN ZONING MAP TO INITIALLY DESIGNATE 103.50 ACRES AS R-3 (RB), RESIDENTIAL MEDIUM-DENSITY DISTRICT, AND R-5 (RD), RESIDENTIAL HIGH-DENSITY MIXED DISTRICT, KNOWN AS THE 5511 BAXTER LANE ZONE MAP AMENDMENT, APPLICATION 24570. WHEREAS, the City of Bozeman has adopted zoning regulations and a zoning map pursuant to Sections 76-2-301 and 76-2-302, M.C.A.; and WHEREAS, Section 76-2-305, M.C.A. allows local governments to amend zoning maps if a public hearing is held and official notice is provided; and WHEREAS, Section 76-2-307, M.C.A. states that the Zoning Commission must conduct a public hearing and submit a report to the City Commission for all zoning map amendment requests; and WHEREAS, the City of Bozeman Zoning Commission has been created by Section 2.05.2700, BMC as provided for in Section 76-2-307, M.C.A.; and WHEREAS, Chapter 38, Article 2 of the Bozeman Unified Development Code sets forth the procedures and review criteria for zoning map amendments; and WHEREAS, the proposed zone map amendment application to amend the City of Bozeman Zoning Map to establish zoning classifications of R-3 (RB), Residential Medium Density, on 103.50 acres and R-5 (RD), Residential High Density Mixed, on 60.47 acres plus the adjacent right-of-way respectively has been properly submitted, reviewed, and advertised; and 206 Page 2 of 7 WHEREAS, after proper notice, the Bozeman Community Development Board acting in their capacity as the Zoning Commission held a public hearing on June 16, 2025, to receive and review all written and oral testimony on the request for a zone map amendment; and WHEREAS, the Bozeman Zoning Commission recommended the Bozeman City Commission that application No. 24570 the 5211 Baxter Lane Zone Map Amendment, be approved as requested by the applicant; and WHEREAS, after proper notice, the City Commission held its public hearing on July 8, 2025, to receive and review all written and oral testimony on the request for the zone map amendment; and WHEREAS, written protest on the proposed zoning classification was submitted. Written protest met the State threshold of 76-2-305, Mont Code Ann. Requiring a 2/3rds majority vote to pass the proposed zoning classification; and WHEREAS, the City Commission has reviewed and considered the zone map amendment criteria established in Section 76-2-304, M.C.A., and found that the proposed zone map amendment would be in compliance with the criteria. NOW THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA: Section 1 Legislative Findings The City Commission hereby makes the following findings in support of adoption of this Ordinance: 1. The City adopted a growth policy, the Bozeman Community Plan 2020, by Resolution 5133 to establish policies for development of the community including zoning; 2. The Bozeman Community Plan 2020, Chapter 5, sets forth the policies by which the City reviews and applies the criteria for amendment of zoning established in 76-3-304, Mont. Code Ann.; 3. Zoning, including amendments to the zoning map, must be in accordance with an adopted 207 Page 3 of 7 growth policy; 4. A staff report analyzing the required criteria for a zone map amendment, including accordance to the Bozeman Community Plan 2020, has found that the required criteria are satisfied; 5. The two required public hearings were advertised as required in state law and municipal code and all persons have had opportunity to review the materials applicable to the application and provide comment prior to a decision; 6. The Bozeman Zoning Commission has been established as required in state law and conducted their required public hearing; and after consideration of application materials, staff analysis and report, and all submitted public comment recommended approval of the application. 7. The City Commission conducted a public hearing to provide all interested parties the opportunity to provide evidence and testimony regarding the proposed amendment prior to the City Commission acting on the application. 8. The City Commission considered the application materials, staff analysis and report, Zoning Commission recommendation, all submitted public comment, and all other relevant information. 9. The City Commission determines that, as set forth in the staff report and incorporating the staff findings as part of their decision, the required criteria for approval of the 5211 Baxter Lane Zone Map Amendment have been satisfied. Section 2 That the zoning district designation of the following-described property is hereby designated as R-3, Residential Medium-Density District: An area of land comprised described as follows: A tract of land, said tract being Tract 1 of Certificate of Survey No. 2553A, located in the Southeast Quarter of Section 33, Township 1 South, Range 5 East, Principal Meridian, Montana, Gallatin County, Montana, and being further described as follows: Beginning at the southeast corner of said Section 33; thence South 89°27'49" West on the south line of said Section 33, a distance of 2675.56 feet to the south quarter corner of said Section 33; thence North 00°20'48" East on the north-south mid- 208 Page 4 of 7 section line of said Section 33, a distance of 2680.16 feet to the center of said Section 33; thence North 89°50'39" East on the east-west mid-section line of said Section 33, a distance of 2672.80 feet to the east quarter corner of said Section 33; thence South 00°17'31" West on the east line of said Section 33, a distance of 2662.37 feet to the Point of Beginning. The described tract has an area 163.979 acres, more or less. The described tract is as shown on the accompanying exhibit and is along with and subject to any existing easements. All as depicted on the 5211 BAXTER LANE Zone Map. That the zoning district designation of the following-described property is hereby designated as R-5, Residential High-Density Mixed District: An area of land comprised described as follows: A tract of land, said tract being a portion of Tract 1 of Certificate of Survey No. 2553A, located in the Southeast Quarter of Section 33, Township 1 South, Range 5 East, Principal Meridian, Montana, Gallatin County, Montana, and being further described as follows: Beginning at the southeast corner of said Section 33; thence South 89°27'49" West on the south line of said Section 33, a distance of 2675.56 feet to the south quarter corner of said Section 33; thence North 00°20'48" East on the north-south mid- section line, a distance of 814.62 feet; thence North 89°50'39" East, a distance of 2674.58 feet; thence South 00°17'31" West on the east line of said Section 33, a distance of 796.84 feet to the Point of Beginning. The described tract has an area of 49.48 acres, more or less. The described tract is as shown on the accompanying exhibit and is along with and subject to any existing easements. And A tract of land, said tract being a portion of Tract 1 of Certificate of Survey No. 2553A, located in the Southeast Quarter of Section 33, Township 1 South, Range 209 Page 5 of 7 5 East, Principal Meridian, Montana, Gallatin County, Montana, and being further described as follows: Beginning at the center of said Section 33; thence North 89°50'39" East on the east-west mid-section line of said Section 33, a distance of 169.13 feet; thence South 00°20'48" West, a distance of 725.50 feet; thence North 89°50'39" East, a distance of 230.47 feet; thence South 00°20'48" West, a distance of 125.00 feet; thence North 89°50'39" West, a distance of 399.60 feet; thence North 00°20'48" East, a distance of 850.50 feet to the Point of Beginning. The described tract has an area of 3.96 acres, more or less. The described tract is as shown on the accompanying exhibit and is along with and subject to any existing easements. And A tract of land, said tract being a portion of Tract 1 of Certificate of Survey No. 2553A, located in the Southeast Quarter of Section 33, Township 1 South, Range 5 East, Principal Meridian, Montana, Gallatin County, Montana, and being further described as follows: Beginning at the east quarter corner of said Section 33; thence South 00°17'31" West on the east line of said Section 33, a distance of 850.50 feet; thence North 89°50'39" West, a distance of 359.99 feet; thence North 00°17'31" East, a distance of 850.21 feet; thence North 89°50'39" East, a distance of 359.99 feet to the Point of Beginning. The described tract has an area of 7.03 acres, more or less. The described tract is as shown on the accompanying exhibit and is along with and subject to any existing easements. All as depicted on the 5211 BAXTER LANE Zone Map. Section 3 Repealer. All provisions of the ordinances of the City of Bozeman in conflict with the provisions of this ordinance are, and the same are hereby, repealed and all other provisions of the ordinances 210 Page 6 of 7 of the City of Bozeman not in conflict with the provisions of this ordinance shall remain in full force and effect. Section 4 Savings Provision. This ordinance does not affect the rights and duties that matured, penalties that were incurred or proceedings that were begun before the effective date of this ordinance. All other provisions of the Bozeman Municipal Code not amended by this Ordinance shall remain in full force and effect. Section 5 Severability. That should any sentence, paragraph, subdivision, clause, phrase or section of this ordinance be adjudged or held to be unconstitutional, illegal, or invalid, the same shall not affect the validity of this ordinance as a whole, or any part or provision thereof, other than the part so decided to be invalid, illegal or unconstitutional, and shall not affect the validity of the Bozeman Municipal Code as a whole. Section 6 Codification. This Ordinance shall not be codified but shall be kept by the City Clerk and entered into a disposition list in numerical order with all other ordinances of the City and shall be organized in a category entitled “Zone Map Amendments.” Section 7 Effective Date. This ordinance shall be in full force and effect thirty (30) days after final adoption. 211 Page 7 of 7 PROVISIONALLY ADOPTED by the City Commission of the City of Bozeman, Montana, on first reading at a regular session held on the ___th day of _______________, 2026. ____________________________________ JOEY MORRISON Mayor ATTEST: ____________________________________ MIKE MAAS City Clerk FINALLY PASSED, ADOPTED AND APPROVED by the City Commission of the City of Bozeman, Montana on second reading at a regular session thereof held on the ____ of ________________, 2026. The effective date of this ordinance is _____________, ____, 2026. _________________________________ JOEY MORRISON Mayor ATTEST: _______________________________ MIKE MAAS City Clerk APPROVED AS TO FORM: _________________________________ GREG SULLIVAN City Attorney 212 LEGENDEXISTINGDESCRIPTIONPROPOSEDN89°50'39"E 2672.80'N00°20'48"E 2680.16'S89°27'49"W 2675.56'S00°17'31"W 2662.37'DESIGNED BY:QUALITY CHECK:JOB NO.FIELDBOOKDRAWN BY:DATE:B24-046ANNX ZMA6REV DATE REVISION SD BAXTER MT, LLC ZONE MAP AMENDMENT GALLATIN COUNTY, MONTANA CJB/BST10/29/24B24-046SHEET2 OF 2.DWGEngineering tdhengineering.com ZONING R-3 & R-5 (PREVIOUSLY ZONED AS)A TRACT OF LAND BEING TRACT 1 OF CERTIFICATE OF SURVEY NO.2553A, LOCATED IN THE SOUTHEAST QUARTER OF SECTION 33,TOWNSHIP 1 SOUTH, RANGE 5 EAST, PRINCIPAL MERIDIAN,MONTANA, GALLATIN COUNTY, MONTANA.AREA: 163.979 ACRES(COMPUTED AREA IN SQUARE FEET = 7,142,914)213 Memorandum REPORT TO:City Commission FROM:Takami Clark, Communications & Engagement Manager SUBJECT:National Community Survey Special Presentation MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:Listen to presentation STRATEGIC PLAN:7.4 Performance Metrics: Utilize key performance and cost measures to monitor, track and improve the planning and delivery of City programs and services, and promote greater accountability, effectiveness and efficiency. Learn from those outside city government and measure specific tasks for performance. BACKGROUND:The City of Bozeman's Strategic Plan (Section 7.4) calls for the utilization of key performance measures to monitor, track, and improve the planning and delivery of City programs and services to promote greater accountability, effectiveness, and efficiency. From March 24 to May 5, the City conducted the National Community Survey in alignment with our Strategic Plan to help gauge overall citizen satisfaction across a number of facets of community livability. This statistically valid survey builds on previous efforts completed in 2024, 2022, 2015, 2007, and 2005, and is now being conducted every two years. The 2022 and 2024 surveys are publicly available on our website. The 2026 results will be shared on the same website in the coming weeks. Sonya Wytinck, Executive Vice President of Data & Insights from Polco, will provide a brief presentation of results (see attached report and presentation). UNRESOLVED ISSUES:None. ALTERNATIVES:None FISCAL EFFECTS:None Attachments: The NCS Presentation Bozeman, MT 2026 For Bozeman.pdf The NCS Report - Bozeman, MT 2026.pdf 214 Report compiled on: July 22, 2026 215 Bozeman, MT The National Community Survey 2026 Results 216 Civic Communication & Analytics Platform Polco unites people, data, and government to help communities thrive through informed decisions. Advanced Survey Science and Performance Analytics Polco’s internal think tank, backed by 30 years of benchmark survey expertise, delivering trusted insights. polco.us Trusted Budget Tools Provides budget insights through interactive simulations and transparent insights. 217 Facets of Community Livability 218 The National Community Survey in Bozeman Community-wide open participation survey received 112 total responses. Address-based Random sample survey Survey open March 24th, 2026 to May 5, 2026 Invitations mailed to 3,000 households 382 responses received 5% Margin of error Results weighted to reflect Bozeman 219 Polco’s Benchmarking Database About 400 comparison communities across the nation. Representing the opinions of more than 50 million residents. 220 Overview of Survey Results 221 Facets of Community Livability: Quality 81% 83% 89% 38% 57% 68% 74% 85% 39% 39% Mobility Community Design Economy Community Connection Utilities Education, Arts, and Culture Health and Wellness Natural Environment Safety Parks and Recreation Percent excellent or good National Benchmark Higher Similar Lower 2026 vs 2024: Increasing Custom Benchmark Higher than 222 Facets of Community Livability: Importance 64% 67% 67% 68% 80% 80% 83% 83% 86% 67% Community Connection Safety Health and Wellness Education, Arts, and Culture Mobility Parks and Recreation Utilities Community Design Economy Natural Environment Percent essential or very important National Benchmark Similar Lower 2026 vs 2024: Increasing 223 Balancing Quality and Importance 224 Comparisons to National Benchmarks 15 received higher ratings 85 received similar ratings 29 received lower ratings 225 Comparisons to Custom Benchmarks 23 received higher ratings 82 received similar ratings 21 received lower ratings 226 Comparisons to Previous Survey (2024) 53 received higher ratings 67 received similar ratings 1 received lower ratings 227 Key Findings 228 Residents enjoy a strong quality of life in Bozeman. 229 Overall Community Quality 8 in 10 Bozeman as a place to live. Residents gave excellent or good ratings to: 8 in 10 The overall quality of life 6 in 10 The overall image or reputation. 7 in 10 plan to remain in Bozeman for the next five years 62% would recommend living in Bozeman to someone who asked Custom Benchmark Lower than National Benchmark Similar 230 Residents feel safe. 231 Safety in Bozeman 79% 82% 86% 94% 95% From fire, flood, or natural disaster From property crime From violent crime In the downtown/commercial area during the day In your neighborhood during the day Percent very or somewhat safe Please rate how safe or unsafe you feel: 2026 vs 2024: Increasing Custom Benchmark Higher than National Benchmark Similar 232 Safety Services in Bozeman Percent excellent or good 90%86% 75%74%73% Fire services Ambulance/ EMS Fire prevention/ education Animal control Police/Sheriff services Please rate the quality of the following services in Bozeman. 2026 vs 2024: Increasing National Benchmark Similar 233 Residents give the economy mixed ratings. 234 The Economy in Bozeman 90% 33% 47% 57% 65% 76% 76% Employment opportunities Bozeman as a place to work Variety of business and service establishments Shopping opportunities Overall quality of business and service establishments Vibrancy of downtown/commercial area Bozeman as a place to visit Percent excellent or good Please rate each of the following in the Bozeman community: 2026 vs 2024: Increasing Custom Benchmark Higher than National Benchmark Higher Similar 235 Affordability in Bozeman 5% 6% 16% 41% 42% 46% Cost of living Availability of affordable quality housing Availability of affordable quality childcare/preschool Availability of affordable quality mental health care Availability of affordable quality food Availability of affordable quality health care Percent excellent or good Please rate each of the following in the Bozeman community: 2026 vs 2024: Increasing Custom Benchmark Lower than National Benchmark Similar Lower 236 Residents give positive reviews to Bozeman’s natural environment, parks, and recreation system. 237 Parks and Natural Environment in Bozeman 83% 86% 89% 91% 91% 78% 87% Cleanliness Overall quality of natural environment Availability of paths and walking trails Air quality Overall quality of parks and recreation opportunities Fitness opportunities Recreational opportunities Percent excellent or good Please rate each of the following in the Bozeman community: 2026 vs 2024: Increasing/Decreasing Custom Benchmark Higher/Lower than National Benchmark Higher Similar 238 Community design results may show opportunities. 239 Community Design in Bozeman 63% 67% 15% 18% 20% 22% 48% Well-planned residential growth Overall quality of new development Variety of housing options Well-planned commercial growth Preservation of the historical or cultural character of the community Overall appearance Public places where people want to spend time Percent excellent or good 2026 vs 2024: Increasing Custom Benchmark Lower than National Benchmark Similar Lower Please rate each of the following in the Bozeman community: 240 Mobility measures point to some day-to-day travel challenges. 241 Mobility in Bozeman 25% 30% 34% 40% 59% 61% Ease of travel by public transportation Traffic flow on major streets Ease of public parking Ease of travel by bicycle Ease of walking Ease of travel by car Percent excellent or good Please rate each of the following in the Bozeman community: 2026 vs 2024: Increasing Custom Benchmark Lower than National Benchmark Similar Lower 242 Mobility Services in Bozeman Percent excellent or good 69%66% 56%56%51% Street cleaning Street lighting Snow removal Sidewalk maintenance Bus or transit services Please rate each of the following in the Bozeman community: 2026 vs 2024: Increasing National Benchmark Similar Lower 243 Bozeman’s arts, culture, and educational opportunities earn high marks. 244 Education, Arts, and Culture in Bozeman 69% 76% 77% 95% 68% 73% K-12 education Adult educational opportunities Opportunities to attend special events and festivals Opportunities to attend cultural/arts/music activities Community support for the arts Public library services Percent excellent or good Please rate each of the following in the Bozeman community: 2026 vs 2024: Increasing Custom Benchmark Higher than National Benchmark Higher Similar 245 Additional Special Topics 246 43% 29%29% Yes No Not sure 32 New Fire Station Would you support a bond and levy to build and staff a new fire station on the west side of town to improve emergency response times? 247 26%28% 12%6%1%1% 26% $ 0 $50 per year $100 per year $200 per year $300 per year $400 per year or more Not sure 33 New Fire Station Funds What is the maximum you would be willing to pay to build and staff a new fire station? 248 Summary of Findings 1.Residents enjoy a strong quality of life in Bozeman. 2.Residents feel safe. 3.Residents give the economy mixed ratings. 4.Residents give positive reviews to Bozeman’s natural environment, parks, and recreation system. 5.Community design results may show opportunities. 6.Mobility measures may point to day-to-day travel improvement. 7.Bozeman’s arts, culture, and educational opportunities earn high marks. 249 Next Steps: Continue to Engage Residents and Track Outcomes City of Bozeman currently has 614 subscribers on Polco 250 Thank you! Sonya Wytinck Executive Vice President of Data and Insights Polco/National Research Center sonya@polco.us 251 Bozeman, MT The National Community Survey Report of Results 2026 Visit us online! www.polco.us National Research Center at Polco is a charter member of the AAPOR Transparency Initiative, providing clear disclosure of our sound and ethical survey research practices. Report by: 252 About The NCS™ 1 - Purpose of the Survey - How Results Are Reported - Comparisons to Benchmarks - Trends Over Time Methods 3 - Selecting the Survey Recipients - Conducting the Survey - Analyzing the Data - Contact Information - Study Limitations - Survey Validity Key Findings 6 - Community Strengths - Focus Areas - Other Notable Results - Areas of Greatest Change Facets of Livability 8 - Overview and Gap Analysis - Quality and Importance Ratings Quality of Life 9 Governance 10 Economy 12 Mobility 14 Community Design 16 Utilities 18 Safety 19 Natural Environment 21 Parks and Recreation 22 Health and Wellness 23 Education, Arts, and Culture 25 Community Connection 27 Custom Questions 29 253 About The NCS™ The National Community Survey™ (The NCS™) report is about the “livability” of Bozeman. A livable community is a place that is not simply habitable, but that is desirable. It is not only where people do live, but where they want to live. The NCS was developed by the experts from National Research Center at Polco in partnership with the International City/County Management Association (ICMA) and has been administered in hundreds of communities across the United States. Great communities are partnerships of the government, private sector, community-based organizations, and residents, all geographically connected. The NCS focuses on the livability of Bozeman by categorizing survey questions into the ten main “facets” of community livability shown below, in addition to ratings for quality of life and local governance. These facets have been identified through years of extensive survey research as those that are most impactful to residents’ quality of life. • Economy • Mobility • Community Design • Utilities • Safety • Natural Environment • Parks and Recreation • Health and Wellness.. The report provides the opinions of a representative sample of 382 residents of the City of Bozeman collected from March 24th, 2026 to May 5th, 2026. The margin of error around any reported percentage is 5% for all respondents. Survey results were weighted so that the demographic profile of respondents was representative of the demographic profile of adults in Bozeman. Reporting Results For the most part, the percentages presented in this report represent the “percent positive.” Most commonly, the percent positive is the combination of the top two most positive response options (excellent/good, very safe/somewhat safe, etc.). On many of the questions in the survey, respondents may answer “don’t know.” The proportion of respondents giving a "don't know" response is shown in the full set of responses included in the “Complete Data” section; however, these responses have been removed from the analyses presented in the main body of the report. Therefore, the tables and graphs display the responses from respondents who had an opinion about a specific item. .. Benchmark Comparisons Polco’s database of comparative resident opinion is comprised of resident perspectives gathered in surveys from over 400 communities whose residents evaluated the same kinds of topics on The NCS. The comparison evaluations include surveys from the past five years. If a jurisdiction has conducted multiple efforts in the past five years, only the most recent survey is included in the benchmark database. Polco adds the latest results quickly upon survey completion, keeping the benchmark data fresh and relevant. The communities in the database represent a wide geographic and population range. In each tab, Bozeman's results are noted as being “higher” than the benchmark, “lower” than the benchmark, or “similar” to the benchmark, meaning that the average rating given by Bozeman residents. Being rated as “higher” or “lower” than the benchmark means that Bozeman's average rating for a particular item was more than 10 points different than the benchmark. If a rating was “much higher” or “much lower,” then Bozeman's average rating was more than 20 points different when compared to the benchmark. In addition to these national benchmarks, comparisons were also made to a smaller cohort of communities that align more closely to the demographics in Bozeman. This cohort included El Mirage, Lake Havasu City, and Prescott (Arizona), Gardena, Lake Elsinore, Palm Springs, and Redlands (California), Boulder, Fort Collins, Littleton, and Northglenn (Colorado), DeLand and Royal Palm Beach (Florida), Idaho Falls and Twin Falls (Idaho), Lombard, Orland Park, and Skokie (Illinois), Marion (Iowa), Portage (Michigan), Maplewood and Richfield (Minnesota), Billings, Bozeman, and Missoula (Montana), Chapel Hill (North Carolina), Las Cruces, Rio Rancho, and Santa Fe County (New Mexico), Cleveland Heights (Ohio), Albany, Clatsop County, and Oregon City (Oregon), Greer (South Carolina), Bedford, DeSoto, Farmers Branch, and Schertz (Texas), Midvale (Utah), Charlottesville (Virginia), Lacey, Lakewood, Lynnwood, Puyallup, and Richland (Washington), Janesville and Waukesha (Wisconsin). Comparisons to these communities can be found throughout the report and in the Custom Benchmarks tab. Trends over time Trend data for Bozeman represent important comparison data and should be examined for improvements or declines.¹Deviations from stable trends over time represent opportunities for understanding how local policies, programs, or public information may have affected residents' opinions. Changes between survey years have been noted with an arrow and the percent difference. If the difference is greater than seven percentage points between the 2024 and 2026 surveys, the change is statistically significant. 1.In 2020 and 2025, The NCS survey was updated to include new and refreshed items. Consequently, some of the trends may be impacted due to wording modifications that could have potentially altered the meaning of the item for the respondent. The NCS Report Bozeman 2026 | Polco 1254 About The NCS™The National Community Survey™ (The NCS™) report is about the“livability” of Bozeman. A livable community is a place that is not simplyhabitable, but that is desirable. It is not only where people do live, but wherethey want to live. The NCS was developed by the experts from NationalResearch Center at Polco in partnership with the International City/CountyManagement Association (ICMA) and has been administered in hundreds ofcommunities across the United States.Great communities are partnerships of the government, private sector,community-based organizations, and residents, all geographicallyconnected. The NCS focuses on the livability of Bozeman by categorizingsurvey questions into the ten main “facets” of community livability shownbelow, in addition to ratings for quality of life and local governance. Thesefacets have been identified through years of extensive survey research asthose that are most impactful to residents’ quality of life.• Economy• Mobility• Community Design• Utilities• Safety• Natural Environment• Parks and Recreation• Health and Wellness..Reporting ResultsFor the most part, the percentages presented in this report represent the “percent positive.” Most commonly, thepercent positive is the combination of the top two most positive response options (excellent/good, verysafe/somewhat safe, etc.). On many of the questions in the survey, respondents may answer “don’t know.” Theproportion of respondents giving a "don't know" response is shown in the full set of responses included in the“Complete Data” section; however, these responses have been removed from the analyses presented in the mainbody of the report. Therefore, the tables and graphs display the responses from respondents who had an opinionabout a specific item. ..The report provides the opinions of a representative sample of 382 residents of the City of Bozeman collected fromMarch 24th, 2026 to May 5th, 2026. The margin of error around any reported percentage is 5% for all respondents.Survey results were weighted so that the demographic profile of respondents was representative of thedemographic profile of adults in Bozeman.Benchmark ComparisonsPolco’s database of comparative resident opinion is comprised of resident perspectives gathered in surveys fromover 400 communities whose residents evaluated the same kinds of topics on The NCS. The comparisonevaluations include surveys from the past five years. If a jurisdiction has conducted multiple efforts in the past fiveyears, only the most recent survey is included in the benchmark database. Polco adds the latest results quicklyupon survey completion, keeping the benchmark data fresh and relevant. The communities in the databaserepresent a wide geographic and population range.In each tab, Bozeman's results are noted as being “higher” than the benchmark, “lower” than the benchmark, or“similar” to the benchmark, meaning that the average rating given by Bozeman residents. Being rated as “higher” or “lower” than the benchmark means that Bozeman's average rating for a particular item was more than 10 points different than the benchmark. If a rating was “much higher” or “much lower,” then Bozeman's average rating was In addition to these national benchmarks, comparisons were also made to a smaller cohort of communities that align more closely to the demographics in Bozeman. This cohort included El Mirage, Lake Havasu City, and Prescott (Arizona), Gardena, Lake Elsinore, Palm Springs, and Redlands (California), Boulder, Fort Collins, Littleton, and Northglenn (Colorado), DeLand and Royal Palm Beach (Florida), Idaho Falls and Twin Falls (Idaho), Lombard, Orland Park, and Skokie (Illinois), Marion (Iowa), Portage (Michigan), Maplewood and Richfield (Minnesota), Billings, Bozeman, and Missoula (Montana), Chapel Hill (North Carolina), Las Cruces, Rio Rancho, and Santa Fe County (New Mexico), Cleveland Heights (Ohio), Albany, Clatsop County, and Oregon City (Oregon), Greer (South Carolina), Bedford, DeSoto, Farmers Branch, and Schertz (Texas), Midvale (Utah), Charlottesville (Virginia), Lacey, Lakewood, Lynnwood, Puyallup, and Richland (Washington), Janesville and Waukesha (Wisconsin). Comparisons to these communities can be found throughout the report and in the Custom Benchmarks tab. Trends over time Trend data for Bozeman represent important comparison data and should be examined for improvements or declines.¹ Deviations from stable trends over time represent opportunities for understanding how local policies, programs, or public information may have affected residents' opinions. Changes between survey years have been noted with an arrow and the percent difference. If the difference is greater than seven percentage points between the 2024 and 2026 surveys, the change is statistically significant. 1.In 2020 and 2025, The NCS survey was updated to include new and refreshed items. Consequently, some of the trends may be impacted due to wording modifications that could have potentially altered the meaning of the item for the respondent. The NCS Report Bozeman 2026 | Polco 2255 Conducting the Random Sample Survey The 3,000 randomly selected households received mailings beginning on March 24th, 2026 and data collection for the survey remained open for six weeks. The first mailing was a postcard inviting the household to participate in the survey online. The next mailing contained a cover letter with instructions, the survey questionnaire, and a postage-paid return envelope. All mailings included a web link to give residents the opportunity to respond to the survey online, as well as QR codes to further encourage participation. About 4% of the 3,000 mailed invitations were returned because the household address was vacant or the postal service was unable to deliver the survey as addressed. Of the remaining 2,866 households that received the invitations to participate, 382 completed the survey, providing an overall response rate of 13%. The response rate was calculated using AAPOR’s response rate #2 for mailed surveys of unnamed persons.¹ It is customary to describe the precision of estimates by a “level of confidence” and accompanying “confidence interval” (or margin of error). A traditional level of confidence, and the one used here, is 95%. The 95% confidence interval quantifies the sampling error or imprecision of the survey results based on the total number of responses received. This is because some residents’ opinions are relied on to estimate all residents’ opinions. The margin of error for the City of Bozeman survey is no greater than plus or minus five percentage points around any given percent reported for all respondents (382 completed surveys). Conducting the Open Participation Survey In addition to the randomly selected “probability sample” of households, a link to an online open-participation survey was publicized by the City of Bozeman. The open-participation survey was identical to the random sample survey, with two small updates; it asked a question to confirm the respondent was a resident of Bozeman and also a question about where they heard about the survey. The open-participation survey was open to all city residents and became available on April 21st, 2026. The survey remained open for two weeks and 112 responses were received. The data presented in the following report excludes the open participation survey data, but the online report includes a tab which provides the complete open participation results. Study Limitations All public opinion research is subject to unmeasured error. While the methodologies employed for this survey were designed to minimize this error as much as possible, these other sources of potential error should be acknowledged, and can include non-response error, coverage error, recall bias, and social desirability bias. Non-response error arises when those who were selected to participate in the survey did not do so, and may have different opinions or experiences that survey responders. For general resident surveys, where the results are meant to be generalized to the entire adult population living in households, the mailing lists based on the Delivery Sequence File from the United States Post Office may exclude certain types of housing units, such as those in multi-family buildings where mail is addressed to a named resident at the address rather than to a specific unit or where residents only receive their mail at a post office box and the geographic location of a residence cannot be determined, there may be a coverage error, although for most locations, this is minimal. Respondents may not perfectly remember their experiences in the past year (such as participation in social or civic events, for example), and for some survey items, they may answer in ways they think cast their responses in a more favorable light (recall bias and social desirability bias). Survey Validity See the Polco Knowledge Base article on survey validity at https://blog.polco.us/polco-knowledgebase/margin-of- error-and-confidence-level-in-survey-results Contact The City of Bozeman funded this research. Please contact Gail Jorgenson of the City of Bozeman at gail.jorgenson@bozemanmt.gov if you have any questions about the survey. 1. See AAPOR's Standard Definitions for more information at https://aapor.org/standards-and-ethics/standard-definitions/ 2. Pasek, J. (2014). ANES Weighting Algorithm. Retrieved from https://surveyinsights.org/wp-content/uploads/2014/07/Full-anesrake-paper.pdf 3. Targets come from the 2020 Census and 2024 American Community Survey Unweighted Weighted Target ⁴ Age 18-34 35-54 55+ Hispanic origin No Yes Housing tenure Own Rent Housing type Attached Detached Race & Hispanic origin Not white alone White alone, not Hispanic or Latino Sex Man Woman Sex/age Man 18-34 Man 35-54 Man 55+ Woman 18-34 Woman 35-54 Woman 55+ Analyzing the Data Responses from mailed surveys were entered into an electronic dataset using a “key and verify” method, where all responses are entered twice and compared to each other. Any discrepancies were resolved in comparison to the original survey form. Range checks as well as other forms of quality control were also performed. Responses from surveys completed on Polco were downloaded and merged with the mailed survey responses. The survey datasets were analyzed using all or some of a combination of the Statistical Package for the Social Sciences (SPSS), R, Python, and Tableau. The demographics of the survey respondents were compared to those found in the 2020 Census and 2024 American Community Survey estimates for adults in the City of Bozeman. The primary objective of weighting survey data is to make the survey respondents reflective of the larger population of the community. The characteristics used for weighting were age, sex, race, Hispanic origin, housing type, housing tenure, and area.No adjustments were made for design effects. Weights were calculated using an iterative, multiplicative raking model known as the ANES Weighting Algorithm.² The results of the weighting scheme for the probability sample are presented in the following table. Polco aligns demographic labels with those used by the U.S. Census for reporting purposes, when possible. Some categories (age, race/Hispanic origin, housing type, and length of residency) are combined into smaller subgroups. Methods Selecting Survey Recipients All households within the City of Bozeman were eligible to participate in the survey. A list of all households within the zip codes serving Bozeman was purchased from Polco's mailing vendor, based on updated listings from the United States Postal Service. Since some of the zip codes that serve Bozeman households may also serve addresses that lie outside of the community, the exact geographic location of each housing unit was compared to community boundaries using the most current municipal boundary file. Addresses located outside of Bozeman boundaries were removed from the list of potential households to survey. From that list, addresses were randomly selected as survey recipients, with multi-family housing units sampled at a rate of 5:3 compared to single family housing units. The NCS Report Bozeman 2026 | Polco 3256 Conducting the Random Sample SurveyThe 3,000 randomly selected households received mailings beginning on March 24th, 2026 and data collection forthe survey remained open for six weeks. The first mailing was a postcard inviting the household to participate in thesurvey online. The next mailing contained a cover letter with instructions, the survey questionnaire, and apostage-paid return envelope. All mailings included a web link to give residents the opportunity to respond to thesurvey online, as well as QR codes to further encourage participation.About 4% of the 3,000 mailed invitations were returned because the household address was vacant or the postalservice was unable to deliver the survey as addressed. Of the remaining 2,866 households that received theinvitations to participate, 382 completed the survey, providing an overall response rate of 13%. The response ratewas calculated using AAPOR’s response rate #2 for mailed surveys of unnamed persons.¹It is customary to describe the precision of estimates by a “level of confidence” and accompanying “confidenceinterval” (or margin of error). A traditional level of confidence, and the one used here, is 95%. The 95% confidenceinterval quantifies the sampling error or imprecision of the survey results based on the total number of responsesreceived. This is because some residents’ opinions are relied on to estimate all residents’ opinions. The margin oferror for the City of Bozeman survey is no greater than plus or minus five percentage points around any givenpercent reported for all respondents (382 completed surveys).Conducting the Open Participation SurveyIn addition to the randomly selected “probability sample” of households, a link to an online open-participation surveywas publicized by the City of Bozeman. The open-participation survey was identical to the random sample survey,with two small updates; it asked a question to confirm the respondent was a resident of Bozeman and also aquestion about where they heard about the survey.The open-participation survey was open to all city residents and became available on April 21st, 2026. The surveyremained open for two weeks and 112 responses were received. The data presented in the following reportexcludes the open participation survey data, but the online report includes a tab which provides the complete openparticipation results. Study Limitations All public opinion research is subject to unmeasured error. While the methodologies employed for this survey were designed to minimize this error as much as possible, these other sources of potential error should be acknowledged, and can include non-response error, coverage error, recall bias, and social desirability bias. Non-response error arises when those who were selected to participate in the survey did not do so, and may have different opinions or experiences that survey responders. For general resident surveys, where the results are meant to be generalized to the entire adult population living in households, the mailing lists based on the Delivery Sequence File from the United States Post Office may exclude certain types of housing units, such as those in multi-family buildings where mail is addressed to a named resident at the address rather than to a specific unit or where residents only receive their mail at a post office box and the geographic location of a residence cannot be determined, there may be a coverage error, although for most locations, this is minimal. Respondents may not perfectly remember their experiences in the past year (such as participation in social or civic events, for example), and for some survey items, they may answer in ways they think cast their responses in a more favorable light (recall bias and social desirability bias). Survey Validity See the Polco Knowledge Base article on survey validity at https://blog.polco.us/polco-knowledgebase/margin-of- error-and-confidence-level-in-survey-results Contact The City of Bozeman funded this research. Please contact Gail Jorgenson of the City of Bozeman at gail.jorgenson@bozemanmt.gov if you have any questions about the survey. 1. See AAPOR's Standard Definitions for more information at https://aapor.org/standards-and-ethics/standard-definitions/ 2. Pasek, J. (2014). ANES Weighting Algorithm. Retrieved from https://surveyinsights.org/wp-content/uploads/2014/07/Full-anesrake-paper.pdf 3. Targets come from the 2020 Census and 2024 American Community Survey Unweighted Weighted Target ⁴ Age 18-34 35-54 55+ Hispanic origin No Yes Housing tenure Own Rent Housing type Attached Detached Race & Hispanic origin Not white alone White alone, not Hispanic or Latino Sex Man Woman Sex/age Man 18-34 Man 35-54 Man 55+ Woman 18-34 Woman 35-54 Woman 55+ 19% 24% 56% 19% 24% 56% 50% 24% 25% 5% 95% 5% 95% 4% 96% 55% 45% 55% 45% 38% 62% 43% 57% 43% 57% 46% 54% 87% 13% 87% 13% 92% 8% 47% 53% 47% 53% 52% 48% 10% 12% 25% 9% 13% 31% 10% 12% 25% 9% 13% 31% 28% 13% 12% 23% 12% 13% Analyzing the Data Responses from mailed surveys were entered into an electronic dataset using a “key and verify” method, where all responses are entered twice and compared to each other. Any discrepancies were resolved in comparison to the original survey form. Range checks as well as other forms of quality control were also performed. Responses from surveys completed on Polco were downloaded and merged with the mailed survey responses. The survey datasets were analyzed using all or some of a combination of the Statistical Package for the Social Sciences (SPSS), R, Python, and Tableau. The demographics of the survey respondents were compared to those found in the 2020 Census and 2024 American Community Survey estimates for adults in the City of Bozeman. The primary objective of weighting survey data is to make the survey respondents reflective of the larger population of the community. The characteristics used for weighting were age, sex, race, Hispanic origin, housing type, housing tenure, and area. No adjustments were made for design effects. Weights were calculated using an iterative, multiplicative raking model known as the ANES Weighting Algorithm.² The results of the weighting scheme for the probability sample are presented in the following table. Polco aligns demographic labels with those used by the U.S. Census for reporting purposes, when possible. Some categories (age, race/Hispanic origin, housing type, and length of residency) are combined into smaller subgroups. MethodsSelecting Survey RecipientsAll households within the City of Bozeman were eligible to participate in the survey. A list of all households withinthe zip codes serving Bozeman was purchased from Polco's mailing vendor, based on updated listings from theUnited States Postal Service.Since some of the zip codes that serve Bozeman households may also serve addresses that lie outside of thecommunity, the exact geographic location of each housing unit was compared to community boundaries using themost current municipal boundary file. Addresses located outside of Bozeman boundaries were removed from thelist of potential households to survey. From that list, addresses were randomly selected as survey recipients, withmulti-family housing units sampled at a rate of 5:3 compared to single family housing units. The NCS Report Bozeman 2026 | Polco 4257 Conducting the Random Sample SurveyThe 3,000 randomly selected households received mailings beginning on March 24th, 2026 and data collection forthe survey remained open for six weeks. The first mailing was a postcard inviting the household to participate in thesurvey online. The next mailing contained a cover letter with instructions, the survey questionnaire, and apostage-paid return envelope. All mailings included a web link to give residents the opportunity to respond to thesurvey online, as well as QR codes to further encourage participation.About 4% of the 3,000 mailed invitations were returned because the household address was vacant or the postalservice was unable to deliver the survey as addressed. Of the remaining 2,866 households that received theinvitations to participate, 382 completed the survey, providing an overall response rate of 13%. The response ratewas calculated using AAPOR’s response rate #2 for mailed surveys of unnamed persons.¹It is customary to describe the precision of estimates by a “level of confidence” and accompanying “confidenceinterval” (or margin of error). A traditional level of confidence, and the one used here, is 95%. The 95% confidenceinterval quantifies the sampling error or imprecision of the survey results based on the total number of responsesreceived. This is because some residents’ opinions are relied on to estimate all residents’ opinions. The margin oferror for the City of Bozeman survey is no greater than plus or minus five percentage points around any givenpercent reported for all respondents (382 completed surveys).Conducting the Open Participation SurveyIn addition to the randomly selected “probability sample” of households, a link to an online open-participation surveywas publicized by the City of Bozeman. The open-participation survey was identical to the random sample survey,with two small updates; it asked a question to confirm the respondent was a resident of Bozeman and also aquestion about where they heard about the survey.The open-participation survey was open to all city residents and became available on April 21st, 2026. The surveyremained open for two weeks and 112 responses were received. The data presented in the following reportexcludes the open participation survey data, but the online report includes a tab which provides the complete openparticipation results. Study Limitations All public opinion research is subject to unmeasured error. While the methodologies employed for this survey were designed to minimize this error as much as possible, these other sources of potential error should be acknowledged, and can include non-response error, coverage error, recall bias, and social desirability bias. Non-response error arises when those who were selected to participate in the survey did not do so, and may have different opinions or experiences that survey responders. For general resident surveys, where the results are meant to be generalized to the entire adult population living in households, the mailing lists based on the Delivery Sequence File from the United States Post Office may exclude certain types of housing units, such as those in multi-family buildings where mail is addressed to a named resident at the address rather than to a specific unit or where residents only receive their mail at a post office box and the geographic location of a residence cannot be determined, there may be a coverage error, although for most locations, this is minimal. Respondents may not perfectly remember their experiences in the past year (such as participation in social or civic events, for example), and for some survey items, they may answer in ways they think cast their responses in a more favorable light (recall bias and social desirability bias). Survey Validity See the Polco Knowledge Base article on survey validity at https://blog.polco.us/polco-knowledgebase/margin-of- error-and-confidence-level-in-survey-results Contact The City of Bozeman funded this research. Please contact Gail Jorgenson of the City of Bozeman at gail.jorgenson@bozemanmt.gov if you have any questions about the survey. 1. See AAPOR's Standard Definitions for more information at https://aapor.org/standards-and-ethics/standard-definitions/ 2. Pasek, J. (2014). ANES Weighting Algorithm. Retrieved from https://surveyinsights.org/wp-content/uploads/2014/07/Full-anesrake-paper.pdf 3. Targets come from the 2020 Census and 2024 American Community Survey Unweighted Weighted Target ⁴Age 18-3435-5455+Hispanicorigin NoYesHousingtenureOwnRentHousing type AttachedDetachedRace &Hispanicorigin Not white aloneWhite alone, not Hispanic or LatinoSexManWomanSex/age Man 18-34Man 35-54Man 55+Woman 18-34Woman 35-54Woman 55+Analyzing the DataResponses from mailed surveys were entered into an electronic dataset using a “key and verify” method, where allresponses are entered twice and compared to each other. Any discrepancies were resolved in comparison to theoriginal survey form. Range checks as well as other forms of quality control were also performed. Responses fromsurveys completed on Polco were downloaded and merged with the mailed survey responses.The survey datasets were analyzed using all or some of a combination of the Statistical Package for the SocialSciences (SPSS), R, Python, and Tableau.The demographics of the survey respondents were compared to those found in the 2020 Census and 2024American Community Survey estimates for adults in the City of Bozeman. The primary objective of weightingsurvey data is to make the survey respondents reflective of the larger population of the community. Thecharacteristics used for weighting were age, sex, race, Hispanic origin, housing type, housing tenure, and area.Noadjustments were made for design effects. Weights were calculated using an iterative, multiplicative raking modelknown as the ANES Weighting Algorithm.² The results of the weighting scheme for the probability sample arepresented in the following table.Polco aligns demographic labels with those used by the U.S. Census for reporting purposes, when possible. Somecategories (age, race/Hispanic origin, housing type, and length of residency) are combined into smaller subgroups.MethodsSelecting Survey RecipientsAll households within the City of Bozeman were eligible to participate in the survey. A list of all households withinthe zip codes serving Bozeman was purchased from Polco's mailing vendor, based on updated listings from theUnited States Postal Service.Since some of the zip codes that serve Bozeman households may also serve addresses that lie outside of thecommunity, the exact geographic location of each housing unit was compared to community boundaries using themost current municipal boundary file. Addresses located outside of Bozeman boundaries were removed from thelist of potential households to survey. From that list, addresses were randomly selected as survey recipients, withmulti-family housing units sampled at a rate of 5:3 compared to single family housing units. The NCS Report Bozeman 2026 | Polco 5258 Key Findings Community Strengths Residents enjoy a strong quality of life and feel safe in Bozeman. ●About 8 in 10 residents rated Bozeman as a place to live positively, and plan to remain in Bozeman for the next five years, both statistically significant increases since the previous survey in 2024. ●Nearly 8 in 10 respondents gave excellent or good ratings to the overall quality of life, also increasing since 2024 from 63% to 78%. ●A strong majority (85%) of community members rated the overall feeling of safety positively, a rating higher than the custom benchmark (ratings of comparison communities). ●Several items related to feelings of safety were rated higher than the custom benchmark including feeling safe… ○In Bozeman's downtown/commercial area during the day (94%) ○From violent crime (86%) ○From property crime (82%; significant increase from 73%) ●Ratings for animal control (74%) and crime prevention (72%) both significantly increased since 2024. Residents give positive reviews to Bozeman’s natural environment, parks, and recreation system. ●Over 8 in 10 residents rated the overall quality of the natural environment positively. ●Nearly 9 in 10 community members gave positive ratings to the overall quality of parks and recreation opportunities including: ○Fitness opportunities (91%; significant increase since 2024) ○Recreational opportunities (91%) ○Availability of paths and walking trails (86%) ●Each of the above items were rated higher than both the national benchmark and custom benchmarks. ●About half of respondents gave excellent or good ratings to the preservation of natural areas, a significant increase from 2024 (43% to 52%). Bozeman’s arts, culture, and educational opportunities earn high marks and show improvement. ●About three-quarters of residents positively rated overall opportunities for education, culture, and the arts, higher than custom benchmarks. ●Several items significantly improved since 2024 including: ○Community support for the arts (from 69% to 77%) ○Opportunities to attend cultural/arts/music activities (63% to 76%) ○Adult educational opportunities (57% to 69%) ●Each of the above items were rated higher than both the national benchmark and custom benchmarks. ●Nearly all residents positively rated public library services (95%), a rating higher than both the national benchmark and custom benchmarks. Focus Areas Mobility measures may point to day-to-day travel improvement opportunities. ●About 4 in 10 community members rated the overall quality of the transportation system positively, though this is similar to the national and custom benchmarks. ●Some ratings were below benchmarks for travel experiences, including traffic flow on major streets (30%) and ease of public parking (34%). ●Ratings for types of travel were mixed: ○Ease of travel by car (61%; improving significantly since 2024 from 52%) ○Ease of travel by bicycle (40%) ○Ease of travel by public transportation (25%) ●Mobility services also showed room to improve, with 4 in 10 respondents giving excellent or good ratings to traffic enforcement, and traffic signal timing (both lower than the national benchmark). ●Some mobility services received significantly higher ratings than in 2024 including: ○Street lighting (from 55% to 66%) ○Snow removal (43% to 56%) ○Street repair (30% to 43%)○Street repair (30% to 43%) Residents give the economy mixed ratings. ●About 4 in 10 respondents rated overall economic health positively, which was lower than the national benchmark. ●Only about half of residents rated Bozeman as a place to work as excellent or good, but nearly all rated Bozeman as a place to visit positively, higher than both benchmarks. ●Ratings suggested limited opportunity in the local job market, with about one-third of community members giving positive reviews of employment opportunities. ●Affordability remained a key challenge, with only 5% rating the cost of living positively, lower than both the national and custom benchmarks. ●Several items significantly increased since 2024 including: ○Overall quality of business and service establishments (from 64% to 76%) ○Vibrancy of downtown/commercial area (60% to 76%) ○Shopping opportunities (54% to 65%) ○Economic development (30% to 44%) Community design results may show opportunities around housing and growth management. ●About 4 in 10 community members gave excellent or good ratings to the overall design or layout of residential and commercial areas. ●Less than 1 in 10 respondents rated the availability of affordable quality housing positively. ●Planning and growth management were also areas for improvement, with about 15% of residents giving positive ratings for well-planned residential growth, and 22% for well-planned commercial growth ●Residents also gave low ratings to the overall quality of new development (18%). ●Each of the above items were rated lower than both the national benchmark and custom benchmarks. ●Several items related to community design did significantly improve since 2024 including: ○Public places where people want to spend time (from 56% to 67%) ○Preservation of the historical or cultural character of the community (36% to 48%) ○Variety of housing options (11% to 20%) Other Notable Results ●When asked whether residents would support a bond and levy to build and staff a new fire station on the west side of town to improve emergency response times, 43% responded yes, 29% no, and 29% indicated they were not sure. ●Results were mixed on the maximum respondents would be willing to pay to build and staff a new fire station, with 28% choosing $50 per year, 26% saying they would not be willing to pay anything, and 26% indicating they were not sure. Areas of Greatest Change Of the evaluative questions included on both the 2024 and 2026 survey iterations, 67 were statistically similar to previous results. Upward trends were seen in 53 items, while 1 rating decreased since 2024. The most significant of those trends are listed below. Increases ●Availability of affordable quality mental health care (+20%) ●Making all residents feel welcome (+18%) ●Residents' connection and engagement with their community (+17%) ●Vibrancy of downtown/commercial area (+16%) ●The overall quality of life in Bozeman (+15%) Decreases ●The Federal Government (-8%) The NCS Report Bozeman 2026 | Polco 6259 Key FindingsCommunity StrengthsResidents enjoy a strong quality of life and feel safe in Bozeman.●About 8 in 10 residents rated Bozeman as a place to live positively, and plan to remain in Bozeman for the nextfive years, both statistically significant increases since the previous survey in 2024.●Nearly 8 in 10 respondents gave excellent or good ratings to the overall quality of life, also increasing since 2024from 63% to 78%.●A strong majority (85%) of community members rated the overall feeling of safety positively, a rating higher thanthe custom benchmark (ratings of comparison communities).●Several items related to feelings of safety were rated higher than the custom benchmark including feeling safe…○In Bozeman's downtown/commercial area during the day (94%)○From violent crime (86%)○From property crime (82%; significant increase from 73%)●Ratings for animal control (74%) and crime prevention (72%) both significantly increased since 2024.Residents give positive reviews to Bozeman’s natural environment, parks, and recreation system.●Over 8 in 10 residents rated the overall quality of the natural environment positively.●Nearly 9 in 10 community members gave positive ratings to the overall quality of parks and recreationopportunities including:○Fitness opportunities (91%; significant increase since 2024)○Recreational opportunities (91%)○Availability of paths and walking trails (86%)●Each of the above items were rated higher than both the national benchmark and custom benchmarks.●About half of respondents gave excellent or good ratings to the preservation of natural areas, a significantincrease from 2024 (43% to 52%).Bozeman’s arts, culture, and educational opportunities earn high marks and show improvement.●About three-quarters of residents positively rated overall opportunities for education, culture, and the arts, higherthan custom benchmarks.●Several items significantly improved since 2024 including:○Community support for the arts (from 69% to 77%)○Opportunities to attend cultural/arts/music activities (63% to 76%)○Adult educational opportunities (57% to 69%)●Each of the above items were rated higher than both the national benchmark and custom benchmarks.●Nearly all residents positively rated public library services (95%), a rating higher than both the national benchmarkand custom benchmarks.Focus AreasMobility measures may point to day-to-day travel improvement opportunities.●About 4 in 10 community members rated the overall quality of the transportation system positively, though this issimilar to the national and custom benchmarks.●Some ratings were below benchmarks for travel experiences, including traffic flow on major streets (30%;) andease of public parking (34%).●Ratings for types of travel were mixed:○Ease of travel by car (61%; improving significantly since 2024 from 52%)○Ease of travel by bicycle (40%)○Ease of travel by public transportation (25%)●Mobility services also showed room to improve, with 4 in 10 respondents giving excellent or good ratings to trafficenforcement, and traffic signal timing (both lower than the national benchmark). ●Some mobility services received significantly higher ratings than in 2024 including: ○Street lighting (from 55% to 66%) Residents give the economy mixed ratings. ●About 4 in 10 respondents rated overall economic health positively, which was lower than the national benchmark. ●Only about half of residents rated Bozeman as a place to work as excellent or good, but nearly all rated Bozeman as a place to visit positively, higher than both benchmarks. ●Ratings suggested limited opportunity in the local job market, with about one-third of community members giving positive reviews of employment opportunities. ●Affordability remained a key challenge, with only 5% rating the cost of living positively, lower than both the national and custom benchmarks. ●Several items significantly increased since 2024 including: ○Overall quality of business and service establishments (from 64% to 76%) ○Vibrancy of downtown/commercial area (60% to 76%) ○Shopping opportunities (54% to 65%) ○Economic development (30% to 44%) Community design results may show opportunities around housing and growth management. ●About 4 in 10 community members gave excellent or good ratings to the overall design or layout of residential and commercial areas. ●Less than 1 in 10 respondents rated the availability of affordable quality housing positively. ●Planning and growth management were also areas for improvement, with about 15% of residents giving positive ratings for well-planned residential growth, and 22% for well-planned commercial growth ●Residents also gave low ratings to the overall quality of new development (18%). ●Each of the above items were rated lower than both the national benchmark and custom benchmarks. ●Several items related to community design did significantly improve since 2024 including: ○Public places where people want to spend time (from 56% to 67%) ○Preservation of the historical or cultural character of the community (36% to 48%) ○Variety of housing options (11% to 20%) Other Notable Results ●When asked whether residents would support a bond and levy to build and staff a new fire station on the west side of town to improve emergency response times, 43% responded yes, 29% no, and 29% indicated they were not sure. ●Results were mixed on the maximum respondents would be willing to pay to build and staff a new fire station, with 28% choosing $50 per year, 26% saying they would not be willing to pay anything, and 26% indicating they were not sure. Areas of Greatest Change Of the evaluative questions included on both the 2024 and 2026 survey iterations, 67 were statistically similar to previous results. Upward trends were seen in 53 items, while 1 rating decreased since 2024. The most significant of those trends are listed below. Increases ●Availability of affordable quality mental health care (+20%) ●Making all residents feel welcome (+18%) ●Residents' connection and engagement with their community (+17%) ●Vibrancy of downtown/commercial area (+16%) ●The overall quality of life in Bozeman (+15%) Decreases ●The Federal Government (-8%) The NCS Report Bozeman 2026 | Polco 7260 Facets of Livability Every jurisdiction must balance limited resources while meeting resident needs and striving to optimize community livability. To this end, it is helpful to know what aspects of the community are most important to residents and which they perceive as being of higher or lower quality. It is especially helpful to know when a facet of livability is considered of high importance but rated as lower quality, as this should be a top priority to address. Mobility Economy Community Design Community Connection Utilities Education, Arts, and Culture Health and Wellness Natural Environment Safety Parks and Recreation 38% 57% 68% 74% 85% 39% 39% 81% 83% 89% 68% 83% 83% 64% 80% 67% 67% 86% 80% 67% Quality and Importance by the Numbers The table below shows the proportion of residents who rated the community facets positively for quality and the priority (importance) placed on each. Also displayed is whether local quality ratings were lower, similar, or higher than communities across the country (the national benchmark). Quality % excellent or good Importance % essential or very importantFacet of Livability Natural Environment Quality Importance Economy Quality Importance Community Design Quality Importance Utilities Quality Importance Parks and Recreation Quality Importance Mobility Quality Importance Safety Quality Importance Education, Arts, and Culture Quality Importance Health and Wellness Quality Importance Community Connection Quality Importance 83% 86% 39% 83% 39% 83% 68% 80% 89% 80% 38% 68% 85% 67% 74% 67% 81% 67% 57% 64% Quality/Importance Gap Analysis The gap analysis chart below shows the same data as above; however, this chart more clearly illustrates the comparative differences in quality and importance ratings for each facet, as well as the absolute ratings for each. Quality Importance vs. national benchmark Lower Similar vs. national benchmark Higher Lower Similar The NCS Report Bozeman 2026 | Polco 8261 Excellent Good Fair Poor 27% 51% 17% 5% The overall quality of life in Bozeman Quality of Life Measuring community livability starts with assessing the quality of life of those who live there, and ensuring that the community is attractive, accessible, and welcoming to all. 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Bozeman as a place to live The overall quality of life Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 80%72%81%80%72%81% 69%63% 78% 69%63% 78% Please rate each of the following aspects of quality of life in Bozeman. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Recommend living in Bozeman to someone who asks Remain in Bozeman for the next five years Lower LowerLowerLower Similar SimilarSimilarSimilar 49%46% 62% 49%46% 62% 70%61% 74%70%61% 74% Please indicate how likely or unlikely you are to do each of the following. (% very or somewhat likely) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Overall image or reputation Similar SimilarSimilarSimilar66%53% 64%66%53% 64% Please rate each of the following in the Bozeman community. (% excellent or good) 8.Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 9.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. vs. national benchmark⁸ vs. custom benchmark⁹ The NCS Report Bozeman 2026 | Polco 9262 Excellent Good Fair Poor 27% 35% 34% 4% Overall confidence in Bozeman government Governance Strong local governments deliver results that meet residents’ needs, use resources effectively, and respond to both current and future community priorities. 10. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 11.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. 2022 2024 2026 -2 -1 0 1 2 The value of services for the taxes paid to Bozeman The overall direction that Bozeman is taking The job Bozeman government does at welcoming resident involvement Overall confidence in Bozeman government Generally acting in the best interest of the community Being honest Being open and transparent to the public Informing residents about issues facing the community Treating all residents fairly Treating residents with respect Similar SimilarSimilarSimilar Lower LowerLowerLower Similar SimilarSimilarSimilar Lower LowerLowerLower Lower LowerLowerLower Similar SimilarSimilarSimilar 41% 32% 44% ↗ 41% 32% 44% ↗ 22% 15% 28% ↗22% 15% 28% ↗ 40% 33% 45% ↗40% 33% 45% ↗ 31% 21% 31% ↗31% 21% 31% ↗ 30% 26% 36% ↗30% 26% 36% ↗ 40% 28% 42% ↗40% 28% 42% ↗ Please rate the following categories of Bozeman government performance. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Public information services Overall customer service by Bozeman employees Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 50%67%58% ↗50%67%58% ↗ 74%69%75%74%69%75% Please rate the quality of each of the following services in Bozeman. (% excellent or good) The City of Bozeman The Federal Government Overall, how would you rate the quality of the services provided by each of the following? (% excellent or good) Attended a local public meeting Contacted Bozeman elected officials to express your opinion Contacted the City of Bozeman for help or information Watched a local public meeting Please indicate whether or not you have done each of the following in the last 12 months. (% yes) vs. national benchmark¹⁰ vs. custom benchmark¹¹ The NCS Report Bozeman 2026 | Polco 10263 ExcellentGoodFairPoorOverall confidence in Bozeman governmentGovernanceStrong local governments deliver results that meetresidents’ needs, use resources effectively, andrespond to both current and future communitypriorities. 10. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 11.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. -1 0 1 2 The value of services for the taxes paid toBozemanThe overall direction that Bozeman is takingThe job Bozeman government does atwelcoming resident involvementOverall confidence in Bozeman governmentGenerally acting in the best interest of thecommunityBeing honest Being open and transparent to the public Informing residents about issues facing the community Treating all residents fairly Treating residents with respect Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 24%↗3388%% 24% 3377%% ↗ 35% 27% 39% ↗35% 27% 39% ↗ 40% 38% 43%40% 38% 43% 57%46% 54% ↗57%46% 54% ↗ Please rate the following categories of Bozeman government performance.(% excellent or good)Public information servicesOverall customer service by BozemanemployeesPlease rate the quality of each of the following services in Bozeman.(% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 The City of Bozeman The Federal Government Similar SimilarSimilarSimilar Lower LowerLowerLower 60%50% 60% ↗60%50% 60% ↗ 29%30%21% ↘ 29%30%21% ↘ Overall, how would you rate the quality of the services provided by each of the following? (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Attended a local public meeting Contacted Bozeman elected officials to express your opinion Contacted the City of Bozeman for help or information Watched a local public meeting Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 28% 29% 24%28% 29% 24% 16%23% 18%16%23% 18% 41%42%41%41%42%41% 33%36%23% ↘33%36%23% ↘ Please indicate whether or not you have done each of the following in the last 12 months. (% yes) vs. nationalbenchmark¹⁰vs. custombenchmark¹¹ The NCS Report Bozeman 2026 | Polco 11264 Excellent Good Fair Poor 10% 30% 37% 24% Overall economic health of Bozeman Economy Local governments work together with private and nonprofit businesses, and with the community at large, to foster sustainable growth, create jobs, and promote a thriving local economy. 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Bozeman as a place to work Bozeman as a place to visit Similar SimilarSimilarSimilar Much higher Much higherMuch higher Much higher 48% 52%47%48% 52%47% 92%86%90%92%86%90% Please rate each of the following aspects of quality of life in Bozeman. (% excellent or good) Overall quality of business and service establishments Variety of business and service establishments Vibrancy of downtown/commercial area Employment opportunities Shopping opportunities Cost of living Please rate each of the following in the Bozeman community. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Economic development Similar SimilarSimilarSimilar42%30% 44% ↗42%30% 44% ↗ Please rate the quality of each of the following services in Bozeman. (% excellent or good) What impact, if any, do you think the economy will have on your family income in the next 6 months? What impact, if any, do you think the economy will have on your family income in the next 6 months? Do you think the impact will be: (% very or somewhat positive) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Overall economic health Lower SimilarLowerSimilar40%36%39%40%36%39% Please rate each of the following characteristics as they relate to Bozeman as a whole. (% excellent or good) 12. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 13.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. vs. national benchmark¹² vs. custom benchmark¹³ The NCS Report Bozeman 2026 | Polco 12265 ExcellentGoodFairPoorOverall economic health of BozemanEconomyLocal governments work together with private andnonprofit businesses, and with the community at large, tofoster sustainable growth, create jobs, and promote athriving local economy.Bozeman as a place to workBozeman as a place to visitPlease rate each of the following aspects of quality of life in Bozeman.(% excellent or good) 2022 2024 2026 -1 0 1 2 -1 0 1 2 Overall quality of business and service establishments Variety of business and service establishments Vibrancy of downtown/commercial area Employment opportunities Shopping opportunities Cost of living Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Higher HigherHigherHigher Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Much lower Much lowerMuch lower Much lower 81%64% 76% ↗81%64% 76% ↗ 54%68%57%54%68%57% 83%60% 76% ↗83%60% 76% ↗ 39% 52% 33%39% 52% 33% 65%54% 65% ↗65%54% 65% ↗ 4%2%5%4%2%5% Please rate each of the following in the Bozeman community. (% excellent or good) Economic developmentPlease rate the quality of each of the following services in Bozeman.(% excellent or good) 2022 2024 2026 -1 0 1 2 -1 0 1 2 What impact, if any, do you think the economy will have on your family income in the next 6 months? Similar SimilarSimilarSimilar14%17%13%14%17%13% What impact, if any, do you think the economy will have on your family income in the next 6 months? Do you think the impact will be: (% very or somewhat positive) Overall economic healthPlease rate each of the following characteristics as they relate to Bozeman as a whole.(% excellent or good) 12. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 13.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. vs. nationalbenchmark¹²vs. custombenchmark¹³ The NCS Report Bozeman 2026 | Polco 13266 Excellent Good Fair Poor 29% 41% 21% 9% Overall quality of the transportation system in Bozeman Mobility The ability of residents to move about their community with ease plays an important role in the overall quality of life for everyone who lives, works, and spends time there. 14. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 15.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Traffic flow on major streets Ease of public parking Ease of travel by car Ease of travel by public transportation Ease of travel by bicycle Ease of walking Lower LowerLowerLower Lower LowerLowerLower Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 31% 27%30%31% 27%30% 30% 24% 34%30% 24% 34% 60%52% 61% ↗60%52% 61% ↗ 23% 33% 25%23% 33% 25% 38% 49% 40%38% 49% 40% 61%68%59%61%68%59% Please also rate each of the following in the Bozeman community. (% excellent or good) Used public transportation instead of driving Carpooled with other adults or children instead of driving alone Walked or biked instead of driving Please indicate whether or not you have done each of the following in the last 12 months. (% yes) Traffic enforcement Traffic signal timing Street repair Street cleaning Street lighting Snow removal Sidewalk maintenance Bus or transit services Please rate the quality of each of the following services in Bozeman. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Overall quality of the transportation system Similar SimilarSimilarSimilar38%45%38%38%45%38% Please rate each of the following characteristics as they relate to Bozeman as a whole. (% excellent or good)vs. national benchmark¹⁴ vs. custom benchmark¹⁵ The NCS Report Bozeman 2026 | Polco 14267 ExcellentGoodFairPoorOverall quality of the transportation system inBozemanMobilityThe ability of residents to move about theircommunity with ease plays an important role inthe overall quality of life for everyone who lives,works, and spends time there. 14. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 15.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. Traffic flow on major streetsEase of public parkingEase of travel by carEase of travel by public transportationEase of travel by bicycleEase of walkingPlease also rate each of the following in the Bozeman community.(% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Used public transportation instead of driving Carpooled with other adults or children instead of driving alone Walked or biked instead of driving Similar SimilarSimilarSimilar Much higher Much higherMuch higher Much higher Higher Much higherHigherMuch higher 16%24% 17%16%24% 17% 75%63% 73%75%63% 73% 80%81%78%80%81%78% Please indicate whether or not you have done each of the following in the last 12 months. (% yes) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Traffic enforcement Traffic signal timing Street repair Street cleaning Street lighting Snow removal Sidewalk maintenance Bus or transit services Lower LowerLowerLower Lower SimilarLowerSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Lower SimilarLowerSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 34% 46% 38%34% 46% 38% 39% 45% 39%39% 45% 39% 42% 30% 43% ↗42% 30% 43% ↗ 71%66%69%71%66%69% 67%55% 66% ↗67%55% 66% ↗ 51% 43% 56% ↗ 51% 43% 56% ↗ 55%50% 56%55%50% 56% 56%44% 51% 56%44% 51% Please rate the quality of each of the following services in Bozeman. (% excellent or good) Overall quality of the transportationsystemPlease rate each of the following characteristics as they relate to Bozeman as a whole.(% excellent or good)vs. nationalbenchmark¹⁴vs. custombenchmark¹⁵ The NCS Report Bozeman 2026 | Polco 15268 Excellent Good Fair Poor 32% 40% 21% 7% Overall design or layout of Bozeman's residential and commercial areas Community Design A well-designed community enhances the quality of life for its residents by encouraging smart land use and zoning, ensuring that affordable housing is accessible to all, and supporting development that suits residents' needs. 16. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 17.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. Well-planned residential growth Well-planned commercial growth Well-designed neighborhoods Preservation of the historical or cultural character of the community Public places where people want to spend time Variety of housing options Availability of affordable quality housing Overall quality of new development Overall appearance Please also rate each of the following in the Bozeman community. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Your neighborhood as a place to live Similar SimilarSimilarSimilar81%78%83%81%78%83% Please rate each of the following aspects of quality of life in Bozeman. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Land use, planning and zoning Code enforcement Lower LowerLowerLower Similar SimilarSimilarSimilar 14% 25% 18% 14% 25% 18% 42%32% 44% ↗42%32% 44% ↗ Please rate the quality of each of the following services in Bozeman. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Overall design or layout of residential and commercial areas Lower SimilarLowerSimilar41%36%39%41%36%39% Please rate each of the following characteristics as they relate to Bozeman as a whole. (% excellent or good) vs. national benchmark¹⁶ vs. custom benchmark¹⁷ The NCS Report Bozeman 2026 | Polco 16269 ExcellentGoodFairPoorOverall design or layout of Bozeman's residentialand commercial areasCommunity DesignA well-designed community enhances thequality of life for its residents byencouraging smart land use and zoning,ensuring that affordable housing isaccessible to all, and supportingdevelopment that suits residents' needs. 16. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 17.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Well-planned residential growth Well-planned commercial growth Well-designed neighborhoods Preservation of the historical or cultural character of the community Public places where people want to spend time Variety of housing options Availability of affordable quality housing Overall quality of new development Overall appearance Much lower LowerMuch lower Lower Lower LowerLowerLower Lower SimilarLowerSimilar Lower SimilarLowerSimilar Similar SimilarSimilarSimilar Lower LowerLowerLower Much lower Much lowerMuch lower Much lower Much lower LowerMuch lower Lower Similar SimilarSimilarSimilar 18%13%15%18%13%15% 26% 17%22%26% 17%22% 39% 35%39%39% 35%39% 51%36% 48% ↗51%36% 48% ↗ 72%56% 67% ↗72%56% 67% ↗ 11%8% 20% ↗11%8% 20% ↗ 3%3%6%3%3%6% 16%22%18%16%22%18% 59%73% 63%59%73% 63% Please also rate each of the following in the Bozeman community. (% excellent or good) Your neighborhood as a place to livePlease rate each of the following aspects of quality of life in Bozeman.(% excellent or good)Land use, planning and zoningCode enforcementPlease rate the quality of each of the following services in Bozeman.(% excellent or good)Overall design or layout of residential andcommercial areasPlease rate each of the following characteristics as they relate to Bozeman as a whole.(%excellent or good)vs. nationalbenchmark¹⁶vs. custombenchmark¹⁷ The NCS Report Bozeman 2026 | Polco 17270 Excellent Good Fair Poor 15% 53% 24% 8% Overall quality of the utility infrastructure in Bozeman Utilities Access to essential services like water, gas, electricity, and internet is crucial for safeguarding the physical health, economic stability, and overall well-being of the communities they support. 18. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 19. Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Affordable high-speed internet access Garbage collection Drinking water Sewer services Storm water management Power (electric and/or gas) utility Utility billing Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Higher HigherHigherHigher Similar HigherSimilarHigher Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 45% 42% 52% ↗45% 42% 52% ↗ 89%91%87%89%91%87% 86%90%87%86%90%87% 92%94%91%92%94%91% 83% 84% 83%83% 84% 83% 70%75%66%70%75%66% 58% 66% 56%58% 66% 56% Please rate the quality of each of the following services in Bozeman. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Overall quality of the utility infrastructure Similar SimilarSimilarSimilar67%61%68% ↗67%61%68% ↗ Please rate each of the following characteristics as they relate to Bozeman as a whole. (% excellent or good)vs. national benchmark¹⁸ vs. custom benchmark¹⁹ The NCS Report Bozeman 2026 | Polco 18271 Excellent Good Fair Poor 40% 44% 14% 2% Overall feeling of safety in Bozeman Safety Public safety is one of the most important responsibilities of local governments, as every resident deserves to feel safe and secure both in their neighborhoods and across the wider community. The provision of strong, reliable safety services is essential to ensuring a high quality of life. .. 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Overall feeling of safety Similar HigherSimilarHigher89%77%85% ↗89%77%85% ↗ Please rate each of the following characteristics as they relate to Bozeman as a whole. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 In your neighborhood during the day In Bozeman's downtown/commercial area during the day From property crime From violent crime From fire, flood, or other natural disaster Similar SimilarSimilarSimilar Similar HigherSimilarHigher Similar HigherSimilarHigher Similar HigherSimilarHigher Similar SimilarSimilarSimilar 96%93%95%96%93%95% 93%88% 94%93%88% 94% 84%73% 82% ↗84%73% 82% ↗ 90%79% 86% 90%79% 86% 82%85%79%82%85%79% Please rate how safe or unsafe you feel: (% very or somewhat safe) Police/Sheriff services Crime prevention Animal control Ambulance or emergency medical services Fire services Fire prevention and education Emergency preparedness Please rate the quality of each of the following services in Bozeman. (% excellent or good) 20. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 21.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. vs. national benchmark²⁰vs. custom benchmark²¹ The NCS Report Bozeman 2026 | Polco 19272 ExcellentGoodFairPoorOverall feeling of safety in BozemanSafetyPublic safety is one of the most importantresponsibilities of local governments, as everyresident deserves to feel safe and secure bothin their neighborhoods and across the widercommunity. The provision of strong, reliablesafety services is essential to ensuring a highquality of life...Overall feeling of safetyPlease rate each of the following characteristics as they relate to Bozeman as a whole.(% excellent or good)In your neighborhood during thedayIn Bozeman'sdowntown/commercial area duringthe dayFrom property crimeFrom violent crimeFrom fire, flood, or other naturaldisasterPlease rate how safe or unsafe you feel:(% very or somewhat safe) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Police/Sheriff services Crime prevention Animal control Ambulance or emergency medical services Fire services Fire prevention and education Emergency preparedness Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Lower SimilarLowerSimilar 73% 70%73%73% 70%73% 79%61% 72% ↗79%61% 72% ↗ 69% 62% 74% ↗ 69% 62% 74% ↗ 83%81%86%83%81%86% 90%86%90%90%86%90% 72% 68% 75%72% 68% 75% 52% 48%52%52% 48%52% Please rate the quality of each of the following services in Bozeman. (% excellent or good) 20. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 21.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. vs. nationalbenchmark²⁰vs. custombenchmark²¹ The NCS Report Bozeman 2026 | Polco 20273 Excellent Good Fair Poor 52% 31% 14% 3% Overall quality of natural environment in Bozeman Natural Environment The natural spaces in which residents live and experience their communities has a direct and profound effect on quality of life. The natural environment plays a vital role in the health and well-being of residents. 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Cleanliness Water resources Air quality Similar HigherSimilarHigher Similar SimilarSimilarSimilar Similar HigherSimilarHigher 76%82%78%76%82%78% 71%61%67%71%61%67% 87%85%87%87%85%87% Please also rate each of the following in the Bozeman community. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Preservation of natural areas Bozeman open space Recycling Yard waste pick-up Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Lower LowerLowerLower Lower SimilarLowerSimilar 51%43% 52% ↗51%43% 52% ↗ 56%52%57%56%52%57% 38% 32% 44%38% 32% 44% 52%60%54%52%60%54% Please rate the quality of each of the following services in Bozeman. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Overall quality of natural environment Higher HigherHigherHigher83%89%83%83%89%83% Please rate each of the following characteristics as they relate to Bozeman as a whole. (% excellent or good) 22. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 23.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the repor.. vs. national benchmark²²vs. custom benchmark²³ The NCS Report Bozeman 2026 | Polco 21274 Excellent Good Fair Poor 50% 39% 10% 1% Overall quality of parks and recreation opportunities Parks and Recreation "There are no communities that pride themselves on their quality of life, promote themselves as a desirable location for businesses to relocate, or maintain that they are environmental stewards of their natural resources, without such communities having a robust, active system of parks and recreation programs for public use and enjoyment." - National Recreation and Park Association 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Availability of paths and walking trails Fitness opportunities Recreational opportunities Higher HigherHigherHigher Higher HigherHigherHigher Much higher Much higherMuch higher Much higher 85%80%86%85%80%86% 87%83%91% ↗87%83%91% ↗ 91%88%91%91%88%91% Please also rate each of the following in the Bozeman community. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 City parks Recreation programs or classes Recreation centers or facilities Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 84%80%86%84%80%86% 72%65%70%72%65%70% 61% 55% 66% ↗ 61% 55% 66% ↗ Please rate the quality of each of the following services in Bozeman. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Overall quality of parks and recreation opportunities Higher HigherHigherHigher88%83%89%88%83%89% Please rate each of the following characteristics as they relate to Bozeman as a whole. (% excellent or good) 24. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 25.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the repor.. vs. national benchmark²⁴ vs. custom benchmark²⁵ The NCS Report Bozeman 2026 | Polco 22275 Excellent Good Fair Poor 37% 44% 14% 5% Overall health and wellness opportunities in Bozeman Health and Wellness The features and amenities of a community directly influence residents’ health and well-being, shaping their overall quality of life. 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Availability of affordable quality food Availability of affordable quality health care Availability of preventive health services Availability of affordable quality mental health care Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 35% 54%42% 35% 54%42% 43% 34% 46% ↗ 43% 34% 46% ↗ 56%48% 56% ↗56%48% 56% ↗ 25% 21% 41% ↗25% 21% 41% ↗ Please also rate each of the following in the Bozeman community. (% excellent or good) Health services Please rate the quality of each of the following services in Bozeman. (% excellent or good) Please rate your overall health. Please rate your overall health. (% excellent or very good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Overall health and wellness opportunities Higher HigherHigherHigher80%82%81%80%82%81% Please rate each of the following characteristics as they relate to Bozeman as a whole. (% excellent or good) 26. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 27.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. vs. national benchmark²⁶ vs. custom benchmark²⁷ The NCS Report Bozeman 2026 | Polco 23276 ExcellentGoodFairPoorOverall health and wellness opportunities inBozemanHealth and WellnessThe features and amenities of a communitydirectly influence residents’ health andwell-being, shaping their overall quality of life.Availability of affordable quality foodAvailability of affordable quality healthcareAvailability of preventive healthservicesAvailability of affordable qualitymental health carePlease also rate each of the following in the Bozeman community.(% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Health services Similar SimilarSimilarSimilar64%60%63%64%60%63% Please rate the quality of each of the following services in Bozeman. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Please rate your overall health. Similar SimilarSimilarSimilar79%81%78%79%81%78% Please rate your overall health. (% excellent or very good) Overall health and wellnessopportunitiesPlease rate each of the following characteristics as they relate to Bozeman as a whole.(% excellent or good) 26. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 27.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. vs. nationalbenchmark²⁶vs. custombenchmark²⁷ The NCS Report Bozeman 2026 | Polco 24277 Excellent Good Fair Poor 28% 46% 21% 5% Overall opportunities for education, culture and the arts Education, Arts, and Culture Participation in the arts, in educational opportunities, and in cultural activities is linked to increased civic engagement, greater social tolerance, and enhanced enjoyment of the local community. 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Opportunities to attend cultural/arts/music activities Community support for the arts Availability of affordable quality childcare/preschool K-12 education Adult educational opportunities Opportunities to attend special events and festivals Higher HigherHigherHigher Higher HigherHigherHigher Much lower LowerMuch lower Lower Similar SimilarSimilarSimilar Higher HigherHigherHigher Similar SimilarSimilarSimilar 73%63% 76% ↗73%63% 76% ↗ 75%69%77% ↗75%69%77% ↗ 16%10%16%16%10%16% 79%56% 68% ↗79%56% 68% ↗ 65%57% 69% ↗65%57% 69% ↗ 78%67%73%78%67%73% Please also rate each of the following in the Bozeman community. (% excellent or good) Public library services Please rate the quality of each of the following services in Bozeman. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Overall opportunities for education, culture, and the arts Similar HigherSimilarHigher71%68%74%71%68%74% Please rate each of the following characteristics as they relate to Bozeman as a whole. (% excellent or good) 28. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 29.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. vs. national benchmark²⁸vs. custom benchmark²⁹ The NCS Report Bozeman 2026 | Polco 25278 ExcellentGoodFairPoorOverall opportunities for education,culture and the artsEducation, Arts, and CultureParticipation in the arts, in educational opportunities, andin cultural activities is linked to increased civicengagement, greater social tolerance, and enhancedenjoyment of the local community.Opportunities to attendcultural/arts/music activitiesCommunity support for the artsAvailability of affordable qualitychildcare/preschoolK-12 educationAdult educational opportunitiesOpportunities to attend specialevents and festivalsPlease also rate each of the following in the Bozeman community.(% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Public library services Higher HigherHigherHigher93%90%95%93%90%95% Please rate the quality of each of the following services in Bozeman. (% excellent or good) Overall opportunities for education,culture, and the artsPlease rate each of the following characteristics as they relate to Bozeman as a whole.(% excellent or good) 28. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 29.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. vs. nationalbenchmark²⁸vs. custombenchmark²⁹ The NCS Report Bozeman 2026 | Polco 26279 Excellent Good Fair Poor 11% 46% 32% 12% Residents' connection and engagement with their community Community Connection Community connection reflects residents’ sense of belonging. When residents feel welcomed and encouraged to participate, they are more likely to feel engaged and connected to their community. 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Bozeman as a place to raise children Bozeman as a place to retire Sense of community Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 67%82%73%67%82%73% 52% 53% 49%52% 53% 49% 54%43% 54% ↗54%43% 54% ↗ Please rate each of the following aspects of quality of life in Bozeman. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Residents' connection and engagement with their community Similar SimilarSimilarSimilar53%40% 57% ↗53%40% 57% ↗ Please rate each of the following characteristics as they relate to Bozeman as a whole. (% excellent or good) 2022 2024 2026 -2 -1 0 1 2 -1 0 1 2 Making all residents feel welcome Attracting people from diverse backgrounds Valuing/respecting residents from diverse backgrounds Taking care of vulnerable residents Similar SimilarSimilarSimilar Much lower Much lowerMuch lower Much lower Lower LowerLowerLower Lower LowerLowerLower 57%36% 54% ↗57%36% 54% ↗ 28% 31%29%28% 31%29% 39%37% 45% ↗39%37% 45% ↗ 33% 24% 31%33% 24% 31% Please rate the job you feel the Bozeman community does at each of the following. (% excellent or good) -1 0 1 2 Sense of civic/community pride Neighborliness of residents Opportunities to participate in social events and activities Opportunities to volunteer Opportunities to participate in community matters Openness and acceptance of the community toward people of diverse backgrounds Campaigned or advocated for a local issue, cause, or candidate Please indicate whether or not you have done each of the following in the last 12 months. (% yes) 30. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 31.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. City of Bozeman website City of Bozeman social media (Facebook, X, Instagram, LinkedIn, N.. City of Bozeman newsletter Public meetings Local media (newspapers, news programs) Word of mouth Please indicate how much of a source, if at all, you consider each of the following to be for obtaining information about Bozeman activities, events, and services. (% excellent or good) vs. national benchmark³⁰ vs. custom benchmark³¹ The NCS Report Bozeman 2026 | Polco 27280 ExcellentGoodFairPoorResidents' connection and engagement withtheir communityCommunity ConnectionCommunity connection reflects residents’ sense ofbelonging. When residents feel welcomed andencouraged to participate, they are more likely tofeel engaged and connected to their community.Bozeman as a place to raisechildrenBozeman as a place to retireSense of communityPlease rate each of the following aspects of quality of life in Bozeman.(% excellent or good)Residents' connection and engagementwith their communityPlease rate each of the following characteristics as they relate to Bozeman as a whole.(% excellent or good)Making all residents feel welcomeAttracting people from diversebackgroundsValuing/respecting residents fromdiverse backgroundsTaking care of vulnerable residentsPlease rate the job you feel the Bozeman community does at each of the following.(% excellent or good) 2022 2024 2026 -1 0 1 2 -1 0 1 2 Sense of civic/community pride Neighborliness of residents Opportunities to participate in social events and activities Opportunities to volunteer Opportunities to participate in community matters Openness and acceptance of the community toward people of diverse backgrounds Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar HigherSimilarHigher Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar Similar SimilarSimilarSimilar 58% 45% 60% ↗ 58% 45% 60% ↗ 59% 46% 55% ↗ 59% 46% 55% ↗ 77%63% 75% ↗77%63% 75% ↗ 74%81%77%74%81%77% 65%58% 66% ↗65%58% 66% ↗ 44% 36% 46% ↗44% 36% 46% ↗ Please also rate each of the following in the Bozeman community. (% excellent or good) 2022 2024 2026 -1 0 1 2 Campaigned or advocated for a local issue, cause, or candidate HigherHigherHigherHigher28%27% 27% 28%27% 27% Please indicate whether or not you have done each of the following in the last 12 months. (% yes) 30. Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 31.Comparison to the custom benchmark is shown. A description of the custom benchmark cohort can be found in the About section of the report. If no comparison is available, this is left blank. -1 0 1 2 vs. nationalbenchmark³⁰vs. custombenchmark³¹ Please also rate each of the following in the Bozeman community.(% excellent or good) The NCS Report Bozeman 2026 | Polco 28281 Would you support a bond and levy to build and staff a new fire station on the west side of town to improve emergency response times? Yes No Not sure What is the maximum you would be willing to pay to build and staff a new fire station? $0 $50 per year $100 per year $200 per year $300 per year $400 per year or more Not sure 29% 29% 43% 26% 1% 1% 6% 12% 28% 26% Custom Questions Below are the complete set of responses to each custom question on the survey. By default, “don’t know” responses are excluded. Include "don't know" No The NCS Report Bozeman 2026 | Polco 29282 The National Community Survey™ • © 2001-2026 National Research Center, Inc. The City of Bozeman 2026 Community Survey Page 1 of 5 Please complete this survey if you are an adult (age 18 or older). Your responses are confidential and no identifying information will be shared. 1.Please rate each of the following aspects of quality of life in Bozeman.Excellent Good Fair Poor Don’t know q1a Bozeman as a place to live .................................................................................................... 1 2 3 4 5 q1b Your neighborhood as a place to live ............................................................................... 1 2 3 4 5 q1c Bozeman as a place to raise children ............................................................................... 1 2 3 4 5 q1d Bozeman as a place to work ................................................................................................. 1 2 3 4 5 q1e Bozeman as a place to visit ................................................................................................... 1 2 3 4 5 q1f Bozeman as a place to retire ................................................................................................ 1 2 3 4 5 q1g The overall quality of life in Bozeman ............................................................................. 1 2 3 4 5 q1h Sense of community ................................................................................................................ 1 2 3 4 5 2.Please rate each of the following characteristics as they relate to Bozeman as a whole.Excellent Good Fair Poor Don’t know q2a Overall economic health of Bozeman ............................................................................... 1 2 3 4 5 q2b Overall quality of the transportation system (auto, bicycle, foot, bus) in Bozeman ............................................................................................................................ 1 2 3 4 5 q2c Overall design or layout of Bozeman’s residential and commercial areas (e.g., homes, buildings, streets, parks, etc.) ................................................ 1 2 3 4 5 q2d Overall quality of the utility infrastructure in Bozeman .......................................... (water, sewer, storm water, electric/gas, broadband) ...................................... 1 2 3 4 5 q2e Overall feeling of safety in Bozeman ................................................................................ 1 2 3 4 5 q2f Overall quality of natural environment in Bozeman ................................................. 1 2 3 4 5 q2g Overall quality of parks and recreation opportunities ............................................. 1 2 3 4 5 q2h Overall health and wellness opportunities in Bozeman .......................................... 1 2 3 4 5 q2i Overall opportunities for education, culture, and the arts ..................................... 1 2 3 4 5 q2j Residents’ connection and engagement with their community ........................... 1 2 3 4 5 3.Please indicate how likely or unlikely you are to do each of the following.Very Somewhat Somewhat Very Don’t likely likely unlikely unlikely know q3a Recommend living in Bozeman to someone who asks ...................... 1 2 3 4 5 q3b Remain in Bozeman for the next five years ............................................ 1 2 3 4 5 4.Please rate how safe or unsafe you feel:Very Somewhat Neither safe Somewhat Very Don’t safe safe nor unsafe unsafe unsafe know q4a In your neighborhood during the day ..................................... 1 2 3 4 5 6 q4b In Bozeman’s downtown/commercial area during the day .............................................................................. 1 2 3 4 5 6 q4c From property crime ....................................................................... 1 2 3 4 5 6 q4d From violent crime ........................................................................... 1 2 3 4 5 6 q4e From fire, flood, or other natural disaster ............................. 1 2 3 4 5 6 5.Please rate the job you feel the Bozeman community does at each of the following.Excellent Good Fair Poor Don’t know q5a Making all residents feel welcome .................................................................................... 1 2 3 4 5 q5b Attracting people from diverse backgrounds ............................................................... 1 2 3 4 5 q5c Valuing/respecting residents from diverse backgrounds ...................................... 1 2 3 4 5 q5d Taking care of vulnerable residents (elderly, disabled, homeless, etc.) ........... 1 2 3 4 5 6.Please rate each of the following in the Bozeman community. Excellent Good Fair Poor Don’t know q6a Overall quality of business and service establishments in Bozeman ................ 1 2 3 4 5 q6b Variety of business and service establishments in Bozeman ................................ 1 2 3 4 5 q6c Vibrancy of downtown/commercial area ...................................................................... 1 2 3 4 5 q6d Employment opportunities .................................................................................................. 1 2 3 4 5 q6e Shopping opportunities ......................................................................................................... 1 2 3 4 5 q6f Cost of living in Bozeman ...................................................................................................... 1 2 3 4 5 q6g Overall image or reputation of Bozeman ....................................................................... 1 2 3 4 5 The NCS Report Bozeman 2026 | Polco 30283 The National Community Survey™ • © 2001-2026 National Research Center, Inc. Page 2 of 5 7. Please also rate each of the following in the Bozeman community. Excellent Good Fair Poor Don’t know q7a Traffic flow on major streets ............................................................................................... 1 2 3 4 5 q7b Ease of public parking ............................................................................................................ 1 2 3 4 5 q7c Ease of travel by car in Bozeman ....................................................................................... 1 2 3 4 5 q7d Ease of travel by public transportation in Bozeman ................................................. 1 2 3 4 5 q7e Ease of travel by bicycle in Bozeman ............................................................................... 1 2 3 4 5 q7f Ease of walking in Bozeman ................................................................................................ 1 2 3 4 5 q7g Well-planned residential growth ....................................................................................... 1 2 3 4 5 q7h Well-planned commercial growth ..................................................................................... 1 2 3 4 5 q7i Well-designed neighborhoods ............................................................................................ 1 2 3 4 5 q7j Preservation of the historical or cultural character of the community ............ 1 2 3 4 5 q7k Public places where people want to spend time ......................................................... 1 2 3 4 5 q7l Variety of housing options .................................................................................................... 1 2 3 4 5 q7m Availability of affordable quality housing ...................................................................... 1 2 3 4 5 q7n Overall quality of new development in Bozeman ....................................................... 1 2 3 4 5 q7o Overall appearance of Bozeman ......................................................................................... 1 2 3 4 5 q7p Cleanliness of Bozeman ......................................................................................................... 1 2 3 4 5 q7q Water resources (beaches, lakes, ponds, riverways, etc.) ..................................... 1 2 3 4 5 q7r Air quality .................................................................................................................................... 1 2 3 4 5 q7s Availability of paths and walking trails ........................................................................... 1 2 3 4 5 q7t Fitness opportunities (including exercise classes and paths or trails, etc.) .... 1 2 3 4 5 q7u Recreational opportunities .................................................................................................. 1 2 3 4 5 q7v Availability of affordable quality food ............................................................................. 1 2 3 4 5 q7w Availability of affordable quality health care ............................................................... 1 2 3 4 5 q7x Availability of preventive health services ...................................................................... 1 2 3 4 5 q7y Availability of affordable quality mental health care ................................................ 1 2 3 4 5 q7z Opportunities to attend cultural/arts/music activities ........................................... 1 2 3 4 5 q7aa Community support for the arts ........................................................................................ 1 2 3 4 5 q7bb Availability of affordable quality childcare/preschool ............................................ 1 2 3 4 5 q7cc K-12 education ........................................................................................................................... 1 2 3 4 5 q7dd Adult educational opportunities ........................................................................................ 1 2 3 4 5 q7ee Sense of civic/community pride ........................................................................................ 1 2 3 4 5 q7ff Neighborliness of residents in Bozeman ........................................................................ 1 2 3 4 5 q7gg Opportunities to participate in social events and activities ................................... 1 2 3 4 5 q7hh Opportunities to attend special events and festivals ................................................ 1 2 3 4 5 q7ii Opportunities to volunteer ................................................................................................... 1 2 3 4 5 q7jj Opportunities to participate in community matters ................................................. 1 2 3 4 5 q7kk Openness and acceptance of the community toward people of diverse backgrounds .................................................................................................... 1 2 3 4 5 8. Please indicate whether or not you have done each of the following in the last 12 months. No Yes q8a Contacted the City of Bozeman (in-person, phone, email, or web) for help or information ............................ 1 2 q8b Contacted Bozeman elected officials (in-person, phone, email, or web) to express your opinion ............... 1 2 q8c Attended a local public meeting (of local elected officials like City Council or County Commissioners, advisory boards, town halls, HOA, neighborhood watch, etc.) ............................................ 1 2 q8d Watched (online or on television) a local public meeting .............................................................................................. 1 2 q8e Volunteered your time to some group/activity in Bozeman ......................................................................................... 1 2 q8f Campaigned or advocated for a local issue, cause, or candidate ................................................................................. 1 2 q8g Voted in your most recent local election ................................................................................................................................ 1 2 q8h Used bus, rail, subway, or other public transportation instead of driving .............................................................. 1 2 q8i Carpooled with other adults or children instead of driving alone .............................................................................. 1 2 q8j Walked or biked instead of driving ........................................................................................................................................... 1 2 The NCS Report Bozeman 2026 | Polco 31284 The National Community Survey™ • © 2001-2026 National Research Center, Inc. The City of Bozeman 2026 Community Survey Page 3 of 5 9. Please rate the quality of each of the following services in Bozeman. Excellent Good Fair Poor Don’t know q9a Public information services ............................................................................................. 1 2 3 4 5 q9b Economic development ...................................................................................................... 1 2 3 4 5 q9c Traffic enforcement ............................................................................................................. 1 2 3 4 5 q9d Traffic signal timing ............................................................................................................. 1 2 3 4 5 q9e Street repair ............................................................................................................................ 1 2 3 4 5 q9f Street cleaning ....................................................................................................................... 1 2 3 4 5 q9g Street lighting ......................................................................................................................... 1 2 3 4 5 q9h Snow removal ......................................................................................................................... 1 2 3 4 5 q9i Sidewalk maintenance ........................................................................................................ 1 2 3 4 5 q9j Bus or transit services ........................................................................................................ 1 2 3 4 5 q9k Land use, planning, and zoning ...................................................................................... 1 2 3 4 5 q9l Code enforcement (weeds, abandoned buildings, etc.) ...................................... 1 2 3 4 5 q9m Affordable high-speed internet access ........................................................................ 1 2 3 4 5 q9n Garbage collection ................................................................................................................ 1 2 3 4 5 q9o Drinking water ....................................................................................................................... 1 2 3 4 5 q9p Sewer services ....................................................................................................................... 1 2 3 4 5 q9q Storm water management (storm drainage, dams, levees, etc.) ..................... 1 2 3 4 5 q9r Power (electric and/or gas) utility ............................................................................... 1 2 3 4 5 q9s Utility billing ........................................................................................................................... 1 2 3 4 5 q9t Police/Sheriff services ........................................................................................................ 1 2 3 4 5 q9u Crime prevention .................................................................................................................. 1 2 3 4 5 q9v Animal control ....................................................................................................................... 1 2 3 4 5 q9w Ambulance or emergency medical services .............................................................. 1 2 3 4 5 q9x Fire services ............................................................................................................................ 1 2 3 4 5 q9y Fire prevention and education ....................................................................................... 1 2 3 4 5 q9z Emergency preparedness (services that prepare the community for natural disasters or other emergency situations) ................................... 1 2 3 4 5 q9aa Preservation of natural areas (open space, farmlands, and greenbelts) ...... 1 2 3 4 5 q9bb Bozeman open space ........................................................................................................... 1 2 3 4 5 q9cc Recycling .................................................................................................................................. 1 2 3 4 5 q9dd Yard waste pick-up .............................................................................................................. 1 2 3 4 5 q9ee City parks ................................................................................................................................. 1 2 3 4 5 q9ff Recreation programs or classes ..................................................................................... 1 2 3 4 5 q9gg Recreation centers or facilities ....................................................................................... 1 2 3 4 5 q9hh Health services ....................................................................................................................... 1 2 3 4 5 q9ii Public library services ........................................................................................................ 1 2 3 4 5 q9jj Overall customer service by Bozeman employees (police, receptionists, planners, etc.) .................................................................... 1 2 3 4 5 10. Please rate the following categories of Bozeman government performance. Excellent Good Fair Poor Don’t know q10a The value of services for the taxes paid to Bozeman ............................................ 1 2 3 4 5 q10b The overall direction that Bozeman is taking .......................................................... 1 2 3 4 5 q10c The job Bozeman government does at welcoming resident involvement ......... 1 2 3 4 5 q10d Overall confidence in Bozeman government ............................................................ 1 2 3 4 5 q10e Generally acting in the best interest of the community ....................................... 1 2 3 4 5 q10f Being honest ........................................................................................................................... 1 2 3 4 5 q10g Being open and transparent to the public ................................................................. 1 2 3 4 5 q10h Informing residents about issues facing the community .................................... 1 2 3 4 5 q10i Treating all residents fairly .............................................................................................. 1 2 3 4 5 q10j Treating residents with respect ..................................................................................... 1 2 3 4 5 11. Overall, how would you rate the quality of the services provided by each of the following? Excellent Good Fair Poor Don’t know q11a The City of Bozeman ............................................................................................................ 1 2 3 4 5 q11b The Federal Government ................................................................................................... 1 2 3 4 5 The NCS Report Bozeman 2026 | Polco 32285 The National Community Survey™ • © 2001-2026 National Research Center, Inc. Page 4 of 5 12. Please rate how important, if at all, you think it is for the Bozeman community to focus on each of the following in the coming two years. Very Somewhat Not at all Essential important important important q12a Overall economic health of Bozeman ................................................................................. 1 2 3 4 q12b Overall quality of the transportation system (auto, bicycle, foot, bus) in Bozeman .............................................................................................................................. 1 2 3 4 q12c Overall design or layout of Bozeman’s residential and commercial areas (e.g., homes, buildings, streets, parks, etc.) .................................................. 1 2 3 4 q12d Overall quality of the utility infrastructure in Bozeman (water, sewer, storm water, electric/gas, broadband) ........................................ 1 2 3 4 q12e Overall feeling of safety in Bozeman .................................................................................. 1 2 3 4 q12f Overall quality of natural environment in Bozeman ................................................... 1 2 3 4 q12g Overall quality of parks and recreation opportunities ............................................... 1 2 3 4 q12h Overall health and wellness opportunities in Bozeman ............................................ 1 2 3 4 q12i Overall opportunities for education, culture, and the arts ....................................... 1 2 3 4 q12j Residents’ connection and engagement with their community ............................. 1 2 3 4 13. Would you support a bond and levy to build and staff a new fire station on the west side of town to improve emergency response times? m Yes m No m Not sure 14. What is the maximum you would be willing to pay to build and staff a new fire station? m $0 m $50 per year m $100 per year m $200 per year m $300 per year m $400 per year or more m Not sure The NCS Report Bozeman 2026 | Polco 33286 The National Community Survey™ • © 2001-2026 National Research Center, Inc. The City of Bozeman 2026 Community Survey Page 5 of 5 Our last questions are about you and your household. Again, all of your responses to this survey are confidential and no identifying information will be shared. D1. Please indicate how much of a source, if at all, you consider each of the following to be for obtaining information about Bozeman activities, events, and services. Major source Minor source Not a source s1a City of Bozeman website ............................................................................................................. 1 2 3 s1b City of Bozeman social media (Facebook, X, Instagram, LinkedIn, Nextdoor) .... 1 2 3 s1c City of Bozeman newsletter ....................................................................................................... 1 2 3 s1d Public meetings ............................................................................................................................... 1 2 3 s1e Local media (newspapers, news programs) ....................................................................... 1 2 3 s1f Word of mouth ................................................................................................................................. 1 2 3 D2. Please rate your overall health. 1 m Excellent 2 m Very good 3 m Good 4 m Fair 5 m Poor D3. What impact, if any, do you think the economy will have on your family income in the next 6 months? Do you think the impact will be: 1 m Very positive 2 m Somewhat positive 3 m Neutral 4 m Somewhat negative 5 m Very negative D4. How many years have you lived in Bozeman? 1 m Less than 2 years 2 m 2-5 years 3 m 6-10 years 4 m 11-20 years 5 m More than 20 years D5. Which best describes the building you live in? 1 m Single-family detached home 2 m Townhouse or duplex (may share walls but no units above or below you) 3 m Condominium or apartment (have units above or below you) 4 m Mobile home 5 m Other D6. Do you rent or own your home? 1 m Rent 2 m Own D7. About how much is your monthly housing cost for the place you live (including rent, mortgage payment, property tax, property insurance, and homeowners’ association (HOA) fees)? 1 m Less than $300 6 m $2,500 to $3,999 2 m $300 to $599 7 m $4,000 to $6,999 3 m $600 to $999 8 m $7,000 to $9,999 4 m $1,000 to $1,499 9 m $10,000 or more 5 m $1,500 to $2,499 D8. Do any children 17 or under live in your household? 1 m No 2 m Yes D9. Are you or any other members of your household aged 65 or older? 1 m No 2 m Yes D10. How much do you anticipate your household’s total income before taxes will be for the current year? (Please include in your total income money from all sources for all persons living in your household.) 1 m Less than $25,000 5 m $100,000 to $149,999 2 m $25,000 to $49,999 6 m $150,000 to $199,999 3 m $50,000 to $74,999 7 m $200,000 to $299,999 4 m $75,000 to $99,999 8 m $300,000 or more D11. Are you of Hispanic, Latino/a/x, or Spanish origin? 1 m No 2 m Yes D12. What is your race? (Mark one or more races to indicate what race you consider yourself to be.) d12a q American Indian or Alaskan Native d12b q Asian d12c q Black or African American d12d q Native Hawaiian or Other Pacific Islander d12e q White d12f q A race not listed D13. In which category is your age? 1 m 18-24 years 5 m 55-64 years 2 m 25-34 years 6 m 65-74 years 3 m 35-44 years 7 m 75 years or older 4 m 45-54 years D14. What is your gender? 1 m Woman 2 m Man 3 m Identify in another way Thank you! Please return the completed survey in the postage-paid envelope to: National Research Center, Inc., PO Box 14050, Houston, TX 77221-9904 The NCS Report Bozeman 2026 | Polco 34287 Memorandum REPORT TO:City Commission FROM:Brian Guyer, Community Housing Manager Brit Fontenot, Economic Development Director SUBJECT:Community Housing Work Session MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Policy Discussion RECOMMENDATION: Listen to the presentations, ask questions of presenters, dialogue with each other and provide guidance to staff by considering the following two questions: 1. Should staff continue to focus on using existing tools and methods to facilitate the construction of more affordable rental units? AND 2. Should staff seek new tools and/or modify existing tools and methods to facilitate the construction of affordable for-sale units? STRATEGIC PLAN:4.5 Housing and Transportation Choices: Vigorously encourage, through a wide variety of actions, the development of sustainable and lasting housing options for underserved individuals and families and improve mobility options that accommodate all travel modes. BACKGROUND:See attached memo. UNRESOLVED ISSUES:None. ALTERNATIVES:As directed by the Bozeman City Commission. FISCAL EFFECTS:Undetermined. Attachments: CC Memo Aug 4 CC Housing work session 7.27.26 FINAL.docx 2026 RHC Funding Policy Analysis—Bridging the Gap.pdf HRDC IX 2025 Community Needs Assessment (2).pdf December 12, 2023 CC Memo Municipal Housing Authority.pdf Public Hearing - Housing Authority FINAL v6 12.12.23.pdf 288 CC Memo Aug 4 CC Housing work session Ex Summary Housing Data 7-27-26.pdf 233073-Housing Dashboard Data 7-25-2026 with edits.pdf Report compiled on: July 22, 2026 289 1 Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: Brian Guyer, Community Housing Manager Brit Fontenot, Economic Development Director SUBJECT: Community Housing Work Session MEETING DATE: August 4, 2026 AGENDA ITEM TYPE: Work Session RECOMMENDATION: Listen to the presentations, ask questions of presenters, dialogue with each other and provide guidance to staff by considering the following two questions: 1. Should staff continue to focus on using existing tools and methods to facilitate the construction of more affordable rental units? AND 2. Should staff seek new tools and/or modify existing tools and methods to facilitate the construction of affordable for-sale units? INTRODUCTION: Housing affordability remains one of Bozeman’s most significant economic and community development challenges. The ability of employees, families, students, older adults, and other community members to find stable housing effects:  Workforce recruitment and retention  Business growth  Educational outcomes  Transportation patterns  Public service delivery  Long-term social and economic health of the community 290 2 Without an adequate supply of affordable housing, businesses may be unable to expand, face increasing operational challenges, or ultimately relocate to communities where employees can more easily afford to live and work. Over the past several years, the City has moved from studying the housing problem to establishing a coordinated Community Housing Program and actively participating in production and preservation of affordable housing. This effort has included:  Adopting land-use incentives  Investing local and federal resources  Contributing publicly owned land and infrastructure  Supporting Low-Income Housing Tax Credit developments  Partnering with nonprofit and private developers  Establishing systems to monitor housing production and the project pipeline These efforts have been successful.  The City’s Affordable Housing Ordinance has helped create 371 income- restricted units, with an additional 734 units currently under construction and 557 progressing through the development pipeline.  Major projects such as Hidden Creek have demonstrated how City incentives and funding can be combined with public land, federal tax credits, state resources, and private investment to produce housing at an affordability scale (36 units affordable to households making 30% of AMI) that no single organization could accomplish independently.  City-supported ($500,00) HRDC acquisition and rehabilitation projects at The Boulevards and Darlinton Manor preserving 141 affordable rental units.  City investments in transitional housing resulted in 36 unhoused families moving into safe, supported and stable housing since February. At the same time, the City’s existing tools have generally been more successful in creating affordable rental housing versus affordable homeownership. This is primarily due to the facts that:  Rental developments can access well-established financing mechanisms, particularly the Low-Income Housing Tax Credit program, and can more readily combine multiple public and private funding sources. 291 3  Comparable tools for producing for-sale homes affordable to local households are more limited, particularly under Montana law and in a market characterized by high land, infrastructure, labor, financing, and construction costs and will benefit far fewer households for much higher costs. The work session is intended to recognize the City’s progress, clarify the limitations of the current system, and determine whether the Community Housing Program should continue concentrating its resources on tools that are producing affordable rental units or broaden its efforts by developing a more deliberate and potentially more resource-intensive for-sale housing strategy. BACKGROUND: Housing is a nationwide issue. One of every three households in America now spends more than 30% of its income on housing, the highest level ever recorded. A $100 increase in median monthly rent is associated with a 9% increase in the homelessness rate.  Bozeman’s housing challenges developed over many years as population and employment growth increased demand faster than the community could consistently produce housing at prices aligned with local wages.  Increasing land values, construction and labor costs, interest rates, and infrastructure expenses further widened the gap between the cost of producing housing and the amount many Bozeman households can afford to pay. In response, the City completed a Community Housing Needs Assessment in 2019.  The assessment identified a need for approximately 5,400 to 6,340 additional homes over the following five years to address the existing shortage and accommodate projected employment growth.  The assessment also emphasized that Bozeman’s housing challenges could not be addressed by the City acting alone and would require sustained participation from private developers, nonprofit housing providers, employers, Gallatin County, state and federal agencies, and community institutions. 292 4 The City subsequently adopted the Community Housing Action Plan, which established a partnership-based framework for expanding housing opportunities.  Rather than relying on a single program, the plan evaluated approximately 40 potential approaches and prioritized 17 strategies for implementation.  This approach recognized that housing needs occur across a continuum, including emergency and transitional housing, deeply affordable rental housing, workforce rentals, entry-level homeownership, and housing suitable for older adults and people with disabilities. The City defines community housing broadly as homes that people who live or work in Bozeman can afford to rent or purchase.  This includes apartments, townhomes, condominiums, accessory dwelling units, manufactured homes, emergency and transitional housing, and single- family homes.  Housing is generally considered affordable when a household spends no more than approximately 30 percent of its gross income on rent or mortgage costs. The City’s regulatory environment changed substantially following the 2021 Montana Legislature’s adoption of House Bill 259, which restricted local governments from requiring affordable housing as a condition of development and outlawed inclusionary zoning. In response, the City shifted to a voluntary, incentive- based approach. On September 27, 2022, the City Commission adopted a new Affordable Housing Ordinance.  The ordinance offered development incentives in exchange for a developer voluntarily restricting a portion of the project’s homes for households at specified Area Median Income (AMI) levels. Incentives allow adjustments to:  height  density  parking 293 5  The City has continued to evaluate and revise the ordinance in response to market conditions, legislative changes, community feedback, and experience administering the incentives.  Additional updates will be proposed in the winter of 2026. This evolution is important.  The City does not have access to tools it has previously used or tools that are available in other states.  For example, in 2025, as part of the passage of HB 492, parking minimums were removed as a zoning requirement by the Montana Legislature. This change will take effect in October 2026. Consequently, the Community Housing Program increasingly depends upon regulatory and financial incentives, direct financial participation, publicly owned land, infrastructure investments, and partnerships to close the gap between what housing costs to produce and what local households can afford. EXISTING TOOLS AND METHODS: The City currently uses a portfolio of tools rather than relying upon one program. These tools include: 1. Affordable Housing Ordinance incentives. The ordinance provides voluntary development incentives in exchange for income-restricted units. It is one of the City’s principal methods for encouraging affordable units within otherwise market-rate developments. 2. Community Housing Fund investments. Local funding supports land acquisition, predevelopment activities, infrastructure, gap financing, or other project costs. Local dollars are often most effective when paired with significantly larger state, federal, philanthropic, or private investments. 3. Federal Community Development Block Grant funding. CDBG funds support eligible housing, infrastructure, public facility, and community development activities benefiting low- and moderate-income households. 4. Low-Income Housing Tax Credit (LIHTC) partnerships. Although the City does not administer the federal tax credit program, it helps LIHTC projects compete and become financially feasible through local funding, land-use incentives, infrastructure assistance, expedited coordination, and letters or resolutions of support. 294 6 5. Public land. City-, county-, or school owned property reduces one of the largest costs associated with affordable housing. Public ownership can also allow the community to establish long-term affordability requirements before selecting a development partner. 6. Infrastructure participation. Public investment in water, sewer, streets, and related facilities enables housing development or allows existing housing and supportive-service facilities to operate at their intended capacity. 7. Tax increment financing (TIF). Where eligible and consistent with adopted urban renewal plans, infrastructure or development assistance supports housing as part of broader redevelopment efforts. PARTNERSHIPS AND TECHNICAL ASSISTANCE: Staff coordination with community and housing partners, nonprofit providers, land trusts, private developers, employers, lenders, Gallatin County, and state and federal agencies can help projects navigate complex regulatory and financing processes. PROGRESS AND ACCOMPLISHMENTS: The City’s housing efforts are producing significant results.  The Affordable Housing Ordinance has created approximately 371 affordable units, with another 734 units currently under construction and 557 identified in the project pipeline across 15 developments.  While some pipeline units remain subject to financing, review, construction, and market risks, the level of activity demonstrates that voluntary incentives can influence development decisions and generate income-restricted housing. The Community Housing Program has also established a public project-pipeline dashboard on its webpage.  The dashboard identifies forthcoming affordable housing projects at various stages, including conceptual planning, development review, approval, and construction.  This improves transparency, allows the City to monitor anticipated production, and helps staff compare the pipeline with documented community needs. 295 7  You can find the dashboard by clicking this link: https://www.bozemanmt.gov/departments/economic- development/community-housing.  Additionally, staff are working through the process of updating the Community Housing webpages. Hidden Creek is a significant example of the City’s partnership model. The project combined five acres of county-owned land, approximately $2.46 million in Gallatin County funding, $2 million in Gallatin Impact Funds awarded by the City, Affordable Housing Ordinance incentives, federal tax credits, and other financing sources. Hidden Creek demonstrates both the potential and the complexity of contemporary affordable housing development: meaningful production is possible, but typically requires land, multiple layers of financing, regulatory incentives, patient partnerships, and several years of sustained work.  The development includes 182 affordable rental apartments supported through the Low-Income Housing Tax Credit program.  The broader development also anticipates nine permanently affordable, equity-restricted ownership homes at 30% AMI through a community land trust and preserves an additional infrastructure-ready parcel for future community benefit.  In total, the developer assembled 12 funding sources. The City is also exploring a community housing project on the Fowler Avenue property owned by the City; purchased more than a decade ago.  Because the property is owned by the City there is an opportunity to establish long-term affordability objectives and values before selecting a development partner.  The project is being evaluated for affordable, for-sale housing and may incorporate a community land trust or similar structure to preserve affordability over time.  The City Commission authorized planning work in December 2024, and annexation, zoning, infrastructure, development form, affordability levels, and stewardship requirements remain important components of the process. 296 8  Staff is moving into Phase III of the Consensus Process as directed by the City Commission. Additional City efforts have supported emergency and transitional housing providers, infrastructure improvements, development-code recommendations, higher-density and mixed-housing development, and coordination with nonprofit and private-sector housing partners. Collectively, these actions have improved the City’s ability to respond to housing opportunities and have created an organizational foundation that did not exist at the same scale several years ago. These accomplishments should not be interpreted as evidence that the housing problem has been solved. Rather, they demonstrate that local action can produce results, particularly when City resources are used to leverage outside funding and reduce project costs or development risk. RENTAL HOUSING: The City’s most productive tools currently align with affordable rental development.  The LIHTC program provides a mature financing structure for rental housing serving income-qualified households.  LIHTC projects can combine federal tax benefits, private equity, permanent debt, state-administered resources, local funding, land contributions, and regulatory incentives. The Affordable Housing Ordinance functions more readily in rental developments.  Income restrictions can be administered across multiple units under common ownership, and rental projects can provide affordability at several income levels within a single development.  Larger rental projects may also generate sufficient scale to absorb the legal, compliance, reporting, and financing costs associated with long-term affordability.  For the Affordable Housing Ordinance to be effective in relation to for-sale type units, additional changes are required. Continuing to emphasize affordable rentals allows staff to build on established partnerships and programs. It also helps meet the needs of households that are unlikely to purchase a home in the near term, including lower-wage workers, young 297 9 adults, students, seniors, single-parent households, people transitioning out of homelessness, and employees who need housing before accumulating the savings required for homeownership. Additionally, the is a shift away from homeownership as a goal in younger generations. However, a continued rental emphasis would not fully address the community’s interest in creating pathways to ownership for moderate-income workers who cannot afford a market-rate home. This is known as the “missing middle” housing. FOR-SALE HOUSING: Producing affordable for-sale housing presents a different set of challenges.  There is no equivalent to the LIHTC that consistently provides substantial equity for ownership projects.  The cost of land, labor, and construction can exceed the affordable sales price sometimes necessitating a per door subsidy of over $100,000.  Mortgage interest rates, insurance, taxes, homeowners’ association fees, and down-payment requirements can further limit purchasing power.  For-sale programs must also address how affordability will be preserved over time.  Homes sold below market value without a long-term affordability mechanism may provide a substantial benefit to the initial buyer but cease to be affordable when it is resold.  Long-term affordability can be preserved through community land trusts, shared-equity agreements, resale-price formulas, public ownership of land, or rights of first refusal.  Each approach involves tradeoffs between affordability, household equity growth, administrative complexity, public subsidy, and marketability. New or expanded tools would need to be implemented to optimally support for-sale projects. An effective for-sale strategy will likely require a combination of publicly owned land, infrastructure investment, revised Affordable Housing Ordinance incentives, direct development subsidies, employer participation, revolving loan funds, down-payment assistance, land banking, partnerships with a community land trust, and/or state legislative changes. 298 10 The Fowler Avenue property provides one opportunity to apply some of these approaches. If the Commission wants the City to establish a sustained pipeline of affordable for-sale homes, staff will need direction regarding details like:  acceptable level of public investment,  target income ranges and balance between permanent affordability and household wealth creation,  City’s long-term role in compliance and stewardship. POLICY CONSIDERATIONS: Answers to the policy questions before the Commission will provide staff with clarity and guidance on balancing the creation of rental and for-sale units. The principal issue is how staff capacity, local funding, publicly owned land, and policy attention should be allocated. Existing rental tools are producing units and leveraging substantial outside investment. Continuing this approach would result in the greatest number of affordable homes for each local dollar invested. It would also allow the City to focus on improving implementation, refining incentives, supporting LIHTC projects, filling financing gaps, and moving existing pipeline projects into construction. By comparison, expanding missing middle for-sale production may require:  new partnerships,  changes to current AHO incentives,  larger local subsidy per unit, or  new authority from the Montana Legislature. The number of homes produced will be smaller, but a for-sale policy will help address a significant unmet need among moderate-income households and create opportunities for stable occupancy and household equity while boosting the local economy. Commission guidance will help staff prepare future budgets, ordinance amendments, legislative priorities, partnership agreements, land strategies, and 299 11 project-selection criteria. Direction will also allow staff to establish measurable outcomes so that future housing investments can be evaluated based on units produced, affordability levels, duration of affordability, public cost per unit, outside funds leveraged, and the households served. WORK SESSION QUESTIONS: Staff requests that the City Commission discuss and provide direction on the following questions: 1. Should staff continue to focus on using existing tools and methods to facilitate the construction of more affordable rental units? AND 2. Should staff seek new tools and/or modify existing tools and methods to facilitate the construction of affordable for-sale units? Commission direction on these questions will guide the next phase of the Community Housing Program and help staff determine whether to concentrate resources on scaling approaches that are already producing rental housing, broaden the program’s focus to establish a stronger affordable-homeownership pipeline, or pursue a defined combination of both strategies. FISCAL EFFECTS: Undetermined. ATTACHMENTS: 1. July 2026, Bridging the Gap: A Guide to Funding Affordable Housing in Montana, The Regional Housing Coalition 2. 2025 Community Needs Assessment, Human Resource Development Council, (Pages 10 and 18) 3. December 12, 2023, Policy memo analyzing the feasibility of a Municipal Housing Authority in Bozeman, Montana 4. December 12, 2023 Commission Presentation analyzing the feasibility of a Municipal Housing Authority in Bozeman, Montana 5. July 27, 2026 Housing Dashboard Data Executive Summary 6. July 2026, Housing Dashboard Data, Economic and Planning Systems 300 Bridging the Gap: A Guide to Funding Affordable Housing in Montana Bridging the Gap: A Guide to Funding Affordable Housing in Montana EXECUTIVE SUMMARY Like markets across the country, Gallatin County is experiencing a severe and sustained shortage of affordable housing options for middle-, moderate-, and low-income residents. However, the market factors driving this shortage locally are more significant than nearly any other housing market in the country. Population growth between 2010 and 2023, accelerated by pandemic-era migration, overwhelmed housing supply, driving rents and home prices to levels incompatible with local incomes in communities throughout Gallatin County. As of April 2026, the median rent in Gallatin County is $2,195 per month, and the median home price is $789,000. Without decisive action to address the affordability gaps in Gallatin County's housing market, middle-, moderate-, and low-income residents will continue to struggle to thrive in the communities they call home, threatening economic stability and quality of life for the region as a whole. The core barrier to creating more affordable housing in Gallatin County is that the cost to create housing is greater than the price that a middle-, moderate-, or low-income household can afford. This difference is called the "capital gap." Without cash subsidies to close project Capital Gaps, below-market housing cannot be delivered. The Affordability Gap in For-Sale Homes: A high-level example of the affordability gap in action. Housing development costs track approximately with costs of similar products, so we can estimate (at a high level) Capital Gaps in new development by looking at what's happening in the market of built homes. Despite this fundamental challenge, action is being taken. The Federal Low-Income Housing Tax Credit (LIHTC) program has supported more than 400 new below-market rental units in Gallatin County since 2020, with over 2,000 in the pipeline. Additionally, the Gallatin Housing Impact Fund, facilitated by NeighborWorks Montana, pools below-market lending from local banks, businesses, and governments to reduce project capital gaps, having raised approximately $8 million to date. These programs have resulted in many successful projects; however, data clearly shows that they are insufficient in scale to adequately meet local needs. The 2025 Gallatin Valley 301 Bridging the Gap: A Guide to Funding Affordable Housing in Montana Housing Report found that for every subsidized rental unit in the county, there were nine cost-burdened households that could use it. Additionally, Gallatin County and the City of Bozeman have deployed several local subsidies to help address this gap. Bozeman's Affordable Housing Ordinance exchanges regulatory incentives for below-market units. Public land contributions through projects such as Gallatin County's Hidden Creek development has helped catalyze affordable housing. While these programs are meaningful, again, the scale is insufficient to adequately address the core problem. This report explores existing tools that could be scaled up to more meaningfully address the housing problem AND identifies potential new tools at both the state and local level. Locally, a dedicated housing levy or bond — based on proven models — could establish a reliable, scalable Community Housing Fund. Bozeman's 2021 housing levy failed narrowly; this report suggests that clearer designation of fund use could produce a different outcome. Voluntary fee programs represent an additional avenue for generating steady, compounding housing investment. Several of the most consequential tools require changes to state law. A local option sales tax, proposed in the 2025 legislative session, could have generated approximately $85 million annually for Gallatin County — a portion of which could be directed to affordable housing. Montana's bed tax collected nearly $20 million in Gallatin County in FY2024; current law returns the majority to state- level tourism promotion rather than to the municipalities bearing tourism housing costs. Targeted reallocation (or additional collections on top of) this funding, in addition to rental vehicle tax revenue and marijuana tax revenue, present additional untapped sources. Each mechanism requires legislative action and carries out distinct policy considerations examined in this report. The data and analysis presented in this report establishes that the tools to meaningfully address housing affordability in the Gallatin Valley exist — some deployable now, others contingent on legislative change. What remains to be determined is whether the political will at both the local and state level can be deployed in combination, at the scale, and with the urgency the situation requires. Graphic summarizing scalable and potential housing funding tools 302 Bridging the Gap: A Guide to Funding Affordable Housing in Montana TABLE OF CONTENTS INTRODUCTION 1 SCALABLE TOOLS TO CREATE BELOW-MARKET HOUSING 3 Affordability Incentives 3 Land Contributions 3 Federal Funds 3 Low-Interest Revolving Loan Funds 4 General Fund Allocations 4 POTENTIAL TOOLS TO CREATE BELOW-MARKET HOUSING 5 Local Tools 5 Levy or Bond 5 Voluntary Fee Programs 7 Tools Requiring Changes in State Law 8 Local Option Sales Tax 8 Bed Tax Revenue 9 Rental Car Tax Revenue 9 Marijuana Tax Revenue 10 CONCLUSIONS 11 REFERENCES 12 303 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 1 INTRODUCTION It is abundantly clear to all that the housing ecosystem in the Gallatin Valley has changed dramatically in recent years. A staggering 40% population increase from 2010 to 2023 (and particularly rapid growth during the pandemic years of 2020–2023) overwhelmed housing supply, leading to a dramatic upswing in both rents and for-sale housing prices. As the development pipeline has delivered a surge in new multi-household construction, rents have stabilized, albeit at rates significantly higher than pre-pandemic levels, leaving lower-income renters priced out. Home prices have similarly leveled out, but outside the reach of middle- and moderate- income Gallatin Valley residents. As of April 2026, the average rent in Gallatin County was $2,126/mo. The median home price was $773,000. While housing costs have increased, so have the costs to create more housing. With a household median income of $93,528 in Gallatin County, the higher interest rates, material and labor costs, and land values make it even more difficult to deliver new housing at prices affordable to middle- and moderate-income households (let alone lower-income households) without subsidy. Put simply, in 2026, Homes today cost more to build than middle-income households can afford to buy. Housing practitioners call this difference "the capital gap." For a below-market project, this capital gap must be bridged for a project to break even and get built. Despite the fact that it is impossible to create below-market housing without subsidy, Gallatin Valley communities continue to demand more housing that residents can afford. No community can thrive without a broad spectrum of housing options affordable to people of different incomes. For people with the means to move, a lack of affordable housing will mean seeking opportunities elsewhere. For people without, it means struggling under financial burden and hardship. For employers, it means a stressed, transient, and uncertain workforce. Put together, housing scarcity means an anxious, disconnected, and pessimistic community and a blunted economic outlook. 304 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 2 If the people and policymakers of the Gallatin Valley want to create a community defined by shared economic opportunity and prosperity, then new solutions to addressing housing scarcity must be considered. No community has been able to comprehensively address housing scarcity without publicly subsidized housing programs. This report examines tools currently being deployed to bridge capital gaps for communities in Gallatin County and explores options currently unavailable to Gallatin County governments and housing practitioners to fund below-market housing projects at higher levels and at greater scale. Ultimately, we conclude that the current status quo is not sufficient – and that new subsidies must be added and blended with current programs to comprehensively address housing scarcity in the Gallatin Valley. 305 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 3 SCALABLE TOOLS TO CREATE BELOW-MARKET HOUSING While local governments currently have few tools to work with to fund housing, much is being done to accelerate the development of new below-market housing in Bozeman and Gallatin County through incentive programs, land-value capture programs like tax increment financing (TIF), and land contributions towards below-market housing projects. The following list is not comprehensive but touches on some of the key tools currently being deployed in Bozeman and Gallatin County that could be further scaled and blended with new funding sources to create more below-market housing. Affordability Incentives and Policies Affordability Incentives are currently in practice in Bozeman through the City's Affordable Housing Ordinance, which allows developers additional building height in exchange for a percentage of units set aside at below-market rates. This policy works because allowances like an additional story have real dollar values that act as non-cash subsidies, allowing a project that includes below-market units to be economically feasible. As of 2026, the City of Bozeman will also accept Cash-in-Lieu of affordable units from projects using the affordability incentives. These Cash-in-Lieu contributions can then be used by the City to acquire land, provide grants to fund capital gaps in projects with below-market units, and otherwise support the development of new below-market housing. At the time of writing, Gallatin County is finalizing a "Model Zoning Code for Affordable Housing" which includes a voluntary affordable housing incentive program that can be retrofitted for the County's various zoning districts when modified or in new zoning proposals. Land Contributions Local partners can consider making land available for development of new below-market housing. We are seeing this in practice today in projects like Gallatin County's Hidden Creek development and the City of Bozeman's Fowler project. Both are instances in which local governments have contributed public land at no cost to make below-market housing projects happen. West Yellowstone is committed to incorporating affordable housing in the 80-acres that were acquired from the Forest Service. As a non-government example, when the Trust for Public Land secured 60-acres – formerly the Bridger View Trailer Court, shut down by a developer who then lost the property in bankruptcy – for the Story Mill Park, they set aside 8 acres to honor the site's history as a community of affordable homes. Those 8 acres would later become the Bridger View neighborhood, home to 33 permanently affordable Community Land Trust homes. Even though additional subsidies were still needed in these examples to make the projects economically feasible, land contributions are a very powerful way to begin the process of developing new below-market housing units. Federal Funds Bozeman became an entitlement community in 2023 after its population crossed the 50,000 threshold in the 2020 census. As a new entitlement community, Bozeman now receives Community 306 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 4 Development Block Grant funding directly from the federal government. CDBG funds can be used to support emergency transitional housing programs benefiting moderate and low-income households. CDBG funding grows over time – but Bozeman's current allocation is just over $325,000 per year. The federal Low Income Housing Tax Credit (LIHTC) program provides subsidy for new construction and rehabilitation for rent-restricted housing targeting the "workforce housing" range up to 80% AMI when averaged with very low-income units. Typically, rents are set affordable to households earning 50–60% of the AMI. Additional soft funds such as low interest loans from Community Development Financial Institutions (CDFIs) and local or state government have supported the development of more than 400 units since 2024, with over 1,100 additional units in the pipeline. LIHTC is the most well-funded tool to address the supply of workforce rental housing; however, it is inflexible on program rules often limiting the ability for communities to solely rely on LIHTC to address broader needs in the rental market. In recent years the Bozeman market has been an attractive place for private developers using the LIHTC program to build projects due to market conditions, higher than average rent limits in Gallatin County and support from local government to fill project gaps and provide land use incentives. Low-Interest Revolving Loan Funds One of the key costs in creating housing is the cost of capital – or the interest that developers pay on the loans that fund projects. CDFIs, banks, private foundations, government entities, and sometimes even individuals with capacity will lend funds to below-market housing projects at below- market interest rates. The Gallatin Housing Impact Fund, facilitated by NeighborWorks Montana, provides below-market funding to projects that serve renters with incomes below $70,000, and homeowners with incomes below $150,000. The Fund is made up of investments and contributions from local banks, businesses, and local governments. To date, the Fund has supported three projects, including more than 400 units of below-market housing. Funds are currently administered and disbursed by NeighborWorks Montana staff, with regular input from an Advisory Board that includes elected officials and members of the community. Low- interest capital reduces project interest costs, reducing the size of capital gaps. Looking ahead, this program could potentially be expanded to include grant funding for land acquisition or directly closing project capital gaps. General Fund Allocations Bozeman currently allocates funding towards Community Housing as part of the regular biennial budgeting process. These funds have been used to leverage LIHTC funding and to provide grant funding for projects along the housing continuum, supporting local nonprofits with housing programming, and developing the City's own housing programming like the Fowler Housing project. The allocation of these funds could be increased in theory; however, current budgetary limitations resulting from property tax legislation passed in 2025, coupled with competing municipal priorities, must be taken into account. 307 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 5 POTENTIAL TOOLS TO CREATE BELOW-MARKET HOUSING Despite local government's use of the above tools, the Gallatin Valley continues to lag behind current below-market housing needs. This work group has identified and evaluated the policies below as potential income sources that could generate a larger and more reliable Community Housing Fund(s) that could accelerate the development of much-needed below-market housing. The following chart compares the anticipated financial impact from each tool, simplified as dollar sign ratings. Potential Tool Potential Revenue Levy or Bond $–$$$ Voluntary Fee Program $ Local Option Sales Tax $$$ Portion of Bed Tax $$ Portion of Rental Car Tax $ Portion of Marijuana Tax $ Local Tools The following potential local tools could be utilized without any changes to state law. It is important to note that if funds are collected locally through a levy, bond, or local option sales tax, municipalities can lean on existing literature on local housing needs like the Gallatin County Housing Strategy to define priorities and project eligibility. The Missoula Affordable Housing Trust Fund (AHTF) serves as an example that can be replicated by local governments in Gallatin County. AHTF is a city-government-administered fund with a formal resident oversight committee, a structured annual planning cycle tied to a public housing assessment, and meaningful public input mechanisms at multiple points. Levy or Bond In Montana, cities and counties may propose levies or general obligation bonds to their citizens by ballot measure to increase funding for a specific program that exceeds the current allowed mills under Montana law. The city of Bozeman last proposed this option in the form of an affordable housing levy in 2021, which failed by a slim margin of 277 votes. A full post-mortem was not conducted, but the general sentiment among the public and City staff is that the failure resulted from a lack of clarity about the use of the levied dollars. A future levy effort could clarify the intended use of funds – whether to grow revolving loan programs like the impact fund, to fund the City's own housing programming like the Fowler project, or to provide grants to other entities in support of new development of below-market housing. One of the most notable examples of levy use comes from Seattle, WA. Seattle's housing levy first passed in 1986 and has since provided over 11,000 rental homes and over 1,000 homes for Levy v. Bond A levy generates revenue through taxation with no obligation of repayment. A bond raises funds through borrowing, with a legal obligation to repay with interest. 308 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 6 ownership. The funding from this levy serves as the primary mechanism through which Seattle has produced and preserved affordable housing. The following charts show revenue potential for Gallatin County and the City of Bozeman. Bond Financing Costs for Gallatin County Montana 20-year Bond Issues at 4.0% Interest Rate | Value of 1 Mill = $717,124 Bond Issue Size Annual Debt Service Mill Levy Increase Cost / Avg. House* $30,000,000 $2,207,453 3.08 $20.81 $40,000,000 $2,943,270 4.10 $27.75 $50,000,000 $3,679,088 5.13 $34.69 $60,000,000 $4,414,905 6.16 $41.62 $70,000,000 $5,150,723 7.18 $48.56 *Median home market value = $685,000; taxable value = $6,761. Mill value source: Montana Department of Revenue. Estimated Revenue & Costs of Property Tax Increase — Gallatin County Value of 1 Mill = $717,124 Mill Levy Increase Value of One Mill Annual Revenue Cost / Avg. House 7.00 $717,124 $5,019,868 $47.33 8.00 $717,124 $5,736,992 $54.09 9.00 $717,124 $6,454,116 $60.85 10.00 $717,124 $7,171,240 $67.61 11.00 $717,124 $7,888,364 $74.37 12.00 $717,124 $8,605,488 $81.13 Average home market value = $685,000; taxable value = $6,761. Mill value source: Montana Department of Revenue. Bond Financing Costs for City of Bozeman 20-year Bond Issues at 4.0% Interest Rate | Value of 1 Mill = $263,479 Bond Issue Size Annual Debt Service Mill Levy Increase Cost / Avg. House* $30,000,000 $2,207,453 8.38 $57.73 $40,000,000 $2,943,270 11.17 $76.98 $50,000,000 $3,679,088 13.96 $96.22 $60,000,000 $4,414,905 16.76 $115.47 $70,000,000 $5,150,723 19.55 $134.71 *Median home market value = $750,000; taxable value = $6,891. Mill value source: MT DOR revenue.mt.gov. 309 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 7 Estimated Revenue & Costs of Property Tax Increase — City of Bozeman Value of 1 Mill = $263,479 Mill Levy Increase Value of One Mill (OS) Annual Revenue Cost / Avg. House 3.00 $263,479 $790,437 $20.67 4.00 $263,479 $1,053,916 $27.56 5.00 $263,479 $1,317,395 $34.46 6.00 $263,479 $1,580,874 $41.35 7.60 $263,479 $2,002,440 $52.37 11.50 $263,479 $3,030,009 $79.25 15.20 $263,479 $4,004,881 $104.74 19.00 $263,479 $5,006,101 $130.93 Average home market value = $685,000; taxable value = $6,761. Mill value source: Montana Department of Revenue. Voluntary Fee Programs A voluntary fee program is a non-government community-based financing model in which participating businesses, such as restaurants, hotels, or other local employers, ask their customers to pay an optional small fee, often a percentage of a transaction, which the business then donates to a nonprofit or a specific community fund. This approach generates a flexible, renewable source of local capital for designated community priorities, such as expanding and preserving affordable housing or supporting workforce housing initiatives. By pooling small contributions across many businesses, the program can accumulate meaningful funding, allowing residents, businesses, and visitors to directly participate in addressing local challenges while leveraging private capital to multiply the impact of each dollar invested. Based on estimates of nonresident traveler expenditures in Gallatin County, a voluntary fee program could generate between $850,000 and $1,800,000 for housing every year. Examples of Voluntary Fee Programs Whitefish's 1% Community Sustainability Fund This is an established model where participating restaurants, hotels, and tourism businesses voluntarily add a 1% fee to customer transactions. The revenue generated is directed to community priorities, including initiatives led by Housing Whitefish, such as workforce housing programs and rental assistance. The program has successfully generated hundreds of thousands of dollars, demonstrating how small, voluntary contributions can accumulate into meaningful local funding. Park County's "Give Local" Program Modeled after Whitefish's example, Park County's brand-new, 1% voluntary fee initiative was launched as a result of the Park County Housing Coalition's work in building buy-in throughout the community. Participating businesses will send all Give Local contributions to the Park County Community Foundation (PCCF), which allocates them exclusively to their Housing priority funding area. PCCF will distribute Give Local funds through their annual We Will grant program to local nonprofits supporting housing for Park County residents at every stage of life. 310 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 8 Big Sky Real Estate Collective This is an example where: "Agents and Brokers who join the Collective agree to donate 1% of their gross commissions to Elevate Big Sky, the nonprofit dedicated to addressing the current issues associated with growth and development in the Big Sky community. Buyers and Sellers who are interested in helping Big Sky grow and thrive into the future are encouraged to make matching tax- deductible gifts." Tools Requiring Changes in State Law The Regional Housing Coalition has identified and evaluated the policies below as potential sources for below-market housing requiring changes at the state level. Local Option Sales Tax Summary Local option sales taxes, when permitted by state law, can be levied by a city, county, or region on a percentage of certain goods and/or services to fund local priorities that are often selected by voters. Local sales taxes can be used to accomplish one or more community goals — for example, a community might choose to allocate 50% of sales tax revenue to new below-market housing, 25% towards off-setting property taxes, and 25% for parks and trails. To avoid disproportionate impacts on low-income households, certain items can be excluded from the local sales tax such as groceries and other essential goods or services, or the tax may be focused on luxury items/services. Additionally, state laws can stipulate that the sales tax can be avoided all together for locals who provide proper identification. Montana state law allows unincorporated resort areas with populations of less than 2,500 and incorporated resort communities with populations less than 5,500 to collect a resort tax. The resort tax is intended to help communities with small populations that receive a lot of tourist traffic to fund their infrastructure and amenities. To help fund affordable housing in larger communities, the legislature could modify the resort tax's population limits or allow local governments to collect another form of local sales tax. Examples Big Sky, MT The unincorporated resort community of Big Sky uses a 4% resort tax to fund essential services with 1% going toward infrastructure projects approved by voters. Recently, voters approved a revenue bond, funded by future resort tax collections, to support Big Sky Community Housing Trust's Cold Smoke project, which will include 389 permanently affordable homes. West Yellowstone, MT West Yellowstone also uses a 4% resort tax to fund a variety of community needs related to infrastructure and public services. Recently, West used these funds to support the acquisition of the 18-unit Gibbon Avenue apartments as a resident-owned cooperative and community land trust. Jackson, WY In Jackson, Wyoming, the sixth penny of the sales tax levied on most goods and services, excluding groceries, goes toward the specific purpose excise tax or "SPET." Over 60% of SPET 311 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 9 revenue is funded by tourists. Voters decide how SPET funds are allocated and have put $88.4 million toward housing since 2015. Potential Revenue for Housing In Montana, a bill proposed in 2025 would have allowed certain local governments to adopt a 4% local option tax to reduce the property tax burden. A fiscal note on the bill estimates that, if enacted, the tax would collect approximately $600–$750 million annually from the seven largest counties in Montana. For Gallatin County, this could equate to approximately $85 million; all or a portion of this amount could go toward affordable housing if a new bill would allow such funds to be spent that way. Note: The Resort Tax can be considered a type of local option sales tax. To better leverage sales taxes for affordable housing, the Montana legislature could consider expanding the types of communities that can utilize the Resort Tax by increasing the population limits of resort areas and/or communities so that more areas qualify, for example, or it could institute a new type of local option sales tax available to non-resort communities or areas. Bed Tax Revenue Montana levies a statewide 4% tax on lodging facilities (this includes both hotels and short-term rentals). In FY 2024, statewide collections amounted to more than $62 million, nearly $20 million of which was collected in Gallatin County. More than 80% of revenue ends up funding various programs supporting tourism marketing and promotion. Previous Legislative Sessions have seen efforts to reallocate portions of bed tax revenue. SB 90 in the 2025 Legislative Session would have reallocated lodging tax revenue and other state funds towards property tax relief; an amended version leaving lodging tax revenue untouched was passed out of the Senate but failed to get out of Committee in the House. Despite the failure of previous attempts to redirect lodging tax revenue to other community needs, this existing tax remains a significant potential revenue generator for below-market housing production. The lodging tax has the potential to offset affordability challenges that can affect high- tourism communities. A new 1% tax added to the 4% lodging tax, flowing into the counties in which it is collected, would generate significant revenue for Montana's highest-tourism counties, without reducing programming currently reliant on lodging tax revenue. County 2024 Bed Tax Revenue (4%) Extra 1% Gallatin County $19,966,360 $4,991,590 Flathead County $10,268,891 $2,567,223 Missoula County $6,530,240 $1,632,560 Yellowstone County $5,452,283 $1,363,071 Park County $3,938,535 $984,634 Cascade County $2,288,812 $572,203 Lewis & Clark County $2,015,562 $503,891 312 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 10 Rental Car Tax Revenue Summary Montana currently imposes a 4% tax on the base rental charge for vehicles (governed under Title 15, Chapter 68 of the Montana Code Annotated (MCA), specifically sections 15-68-101). The tax is paid by the customer and collected by the rental company. This tax primarily affects visitors and short-term users. The statute directs the revenue into two buckets: • 75% → Montana State General Fund and can broadly be used for education funding, public safety, infrastructure, state agency operations, and other legislative appropriations. • 25% → Senior citizen and persons with disabilities transportation services account and can be used for transportation services for seniors, mobility programs for people with disabilities, rural transit and demand-response services, and grants to local providers. Montana's rental vehicle tax generated roughly $7–8.5 million per year to the General Fund in recent fiscal years. It is worth noting that Montana's 4% tax is one of the lowest in the country. Potential Revenue for Housing Montana's current structure does not specifically dedicate any of this revenue directly to housing. Legislative change could dedicate a portion of funds in this way. Another option would be to clarify in legislation that housing is a critical form of infrastructure, particularly for social and economic stability. Like transportation or water and sewer systems, housing constitutes a physical, long-term asset that provides a safe, functional environment necessary for economic growth, tourism, job creation, and public health. As a precedent, House Bill 162 passed to expand the definition of "infrastructure" for resort communities to include workforce and community housing projects, in addition to existing categories such as water, sewer, and transportation systems. A realistic housing allocation (e.g., 25% dedication) would result in approximately $2–3 million/year statewide. This modest amount could help with planning or gap funding, but not large-scale production. While fairly limited as a standalone fiscal tool, this potential revenue source would be more impactful combined with other existing and potential funding tools as part of a bundled visitor tax. While there are currently no U.S. states that explicitly dedicate a statewide "rental car tax" to affordable housing, there are examples at a county or local level. Examples Utah Local jurisdictions in Utah can impose specific taxes on car rentals, adding to the state-level fees. The amounts of additional taxes range from 3% to 7% on top of state taxes, resulting in an average local tax rate of approximately 5.67%. Piute County and Wasatch County impose the motor vehicle rental tax rate at 7%. Combined with the statewide 2.5% rate, the total motor vehicle rental tax rate in each of those counties is 9.5%. Hailey, Idaho Local-option tax structure includes a 3% base tax on lodging and car rentals plus a 1% supplemental tax, which is divided equally between air service and tourism promotion and local workforce housing programs, bringing the total to 4%. Hailey City Council members are considering a measure to raise the local-option tax on rental cars and lodging from 4% to 6% if approved by 60% of voters this fall. 313 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 11 Marijuana Tax Revenue Summary Montana currently levies a 20% state excise tax on adult-use recreational marijuana sales and a 4% tax on medical marijuana. In addition, local jurisdictions may impose a 3% local-option tax; Gallatin County has adopted this option. In 2025, Senate Bill 537 proposed reallocating marijuana tax revenues to various entities, including homeless service providers. The bill passed both the Senate and the House but was ultimately vetoed by the governor. Potential Revenue for Housing In 2025, Montana generated approximately $60 million in marijuana tax revenue. The funds are distributed across several areas, including HEART (Healing and Ending Addiction through Recovery and Treatment) Fund, conservation, wildlife habitat, state parks, trails and recreational facilities, veterans' services, and the Montana Board of Crime Control. Almost half goes to the General Fund. Revisiting how a portion of these revenues is allocated could provide a meaningful and flexible funding source to create new below-market housing that addresses affordability gaps in Gallatin County's housing market. Examples Other states, including Illinois, New Jersey, New York, and Connecticut, use marijuana tax revenue to support community reinvestment efforts that include affordable housing and homelessness services. In some cities like Denver, these funds are used directly for housing. CONCLUSIONS So long as housing affordability remains a vital issue in Gallatin County, there will be a need to produce more below-market housing at greater scale. The central challenge in creating new below- market housing in Bozeman is the capital gap that exists between the cost to create new housing and the price at which it is affordable to a target population. Gallatin County must continually assess and adjust its response to housing scarcity, deploying new and existing tools in combination to address the capital gaps that prevent new below-market housing from coming out of the ground. 314 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 12 REFERENCES • RHC Permanent Affordability Playbook • Bozeman 2025 Q2 Economic and Market Update • Affordable Housing Finance 101 • Gallatin Housing Impact Fund • 2023 Seattle Housing Levy • Financing Districts – Resort and Local Option Taxes | Montana Dept. of Transportation • Part 15. Resort Tax – Table of Contents, Title 7, Chapter 6, MCA • Investing in Big Sky – Resort Tax • Montana Legislative Services – Bill Explorer • Lodging Tax Dashboard, Montana Department of Commerce • Montana Code Annotated 2025, Chapter 68 – Sales Tax • Rental Car Taxes by State, 2025 • Motor Vehicle Rental Taxes, Utah State Tax Commission • Tax Bulletin, Utah Tax Commission • Hailey moves to put "tourist tax" hike on fall ballot – Idaho Mountain Express • Water Adequacy for Residential Development • The Amenity Trap: How high-amenity communities can avoid being loved to death • Affordable Housing Trust Fund, City of Missoula • Bozeman Daily Chronicle ACKNOWLEDGEMENTS Authors Nathan Stein | Executive Director, Headwaters Community Housing Trust Lila Fleishman | Community Development Director, HRDC Ashlie Gilbert | Senior Planner, Gallatin County Olive Nahkano Sohn | Organizer, Bozeman Tenants United David Weinstein | Northern Rockies Program Manager, Trust for Public Land Joey Morrison | Mayor, City of Bozeman One Valley Community Foundation Staff Support Mark Bond | Community Engagement Manager, RHC Program Lead Susan Riggs | Contract Support, GroundPrint LLC Nipun Srivastava | RHC Program Fellow 315 Bridging the Gap: A Guide to Funding Affordable Housing in Montana 13 This document has been approved by the RHC 316 2025 COMMUNITY NEEDS ASSESSMENT 317 OVERVIEW 3 SERVICE AREA 4 METHODOLOGY AND RESPONDENT DATA 5 Age 5 Income 6 Gender 6 Race 7 Other demographic data 7 STANDARD OF LIVING 8 Employment & Income 8 Housing 10 Healthcare 11 Quality of Life 11 COMMUNITY NEEDS 12 Service Area 12 Community Needs by County 14 INDIVIDUAL AND FAMILY NEEDS 15 1. Income 15 2. Education & Cognitive Development 16 3. Income, Infrastructure, and Asset-Building Needs 17 4. Housing 18 5. Health, Social and Behavioral Development 19 6. Civic Engagement & Community Development 20 CLOSING REMARKS 21 SOURCES 22 PARTNERS 22 SERVICES PROVIDED BY HRDC 23 Published November 2025 318 OVERVIEW For the first time in HRDC’s history of analyzing community needs, our data was collected in conjunction with nine other Community Action Agencies across the state that make up the Montana Community Action Network (MCAN). The goal of the survey was to standardize the assessments across the agencies and generate data captured at the same time with uniformity of questions for stronger, more useful data. The results will help us learn more about the needs of residents in the areas we serve and inform our approaches as community action agencies going forward. A special thanks to JG Research who assisted MCAN to develop, distribute, and analyze the survey and focus groups. HRDC IX conducts a community needs assessment (CNA) every three years to determine the underlying causes and conditions of poverty within our service area. This assessment is the first phase in the development of our strategic plan, which outlines and identifies potential programs, partnerships, policies or projects needed to address the unmet needs of our community. We cannot respond to the local needs of the residents and communities we serve without understanding existing community resources and how conditions change over time. We believe in order to build a community where anybody and everybody can thrive, we must hear directly from those who are working and living here. Our community and state as a whole have experienced a great deal of change in recent years. With change comes uncertainty, and also opportunity. Opportunity for perspective and growth. With this rate and degree of change, the involvement and engagement of our community in the work we do is more important than ever. We are extremely grateful to our customers and community members who took the time to provide their insights by completing our needs assessment survey and/or participating in focus group discussions. We appreciate the support of our community partners who were able to share meaningful data and offer feedback on the overall report alongside their own community-driven work. Last, but not least, we are incredibly grateful to our HRDC staff who develop solutions, provide resources and change lives every single day. Published November 2025 319 SERVICE AREA HRDC District IX serves three counties in Southwest Montana; Gallatin, Park and Meagher. Each county, city, and township we provide services in is unique and we recognize that one-size-fits-all approaches are not always effective in meeting the needs of our entire service area. That is why our needs assessment process is critical in gathering data that will inform the unique ways to support each area we work in. FIGURE 1- HRDC’s service area of Southwest Montana For 50 years HRDC has been a driving force for positive change in Southwest Montana. What started in 1975 as a small but determined effort to address local needs has grown into a cornerstone of community support, impacting tens of thousands of lives. With facilities ranging from our Community Commons main campus in Bozeman to our Service Navigation hub in White Sulphur Springs, we are committed to providing on the ground support to those who work and live in our community. Published November 2025 320 METHODOLOGY AND RESPONDENT DATA Our primary data collection tool was an electronic survey created by JG Research and administered by HRDC staff with the help of local partners. Hard copies were also available and later recorded electronically. The two primary goals of the survey were to 1.) uncover the top needs and barriers to resources community-wide and 2.) understand the challenges faced by families and individuals. As a Community Action Agency, HRDC focuses our work within six domains, established nationally by the Community Services Block Grant. There are many specific needs falling within each domain, and this categorizing is key to understanding the degree of need. The degree of need identifies who is experiencing the need and what exactly they are lacking. Demographic information was collected for every respondent. Further reviewing data based on location, age, income and household type while comparing to community condition data paints the best picture of what potential solutions HRDC and our partners can employ that are uniquely tailored to ensure all community members, regardless of status or geographic location, can find stability. Supplemental data used to further support the information provided via survey responses can be found in the Appendix. Age FIGURE 2- Respondent breakdown by age Published November 2025 321 Income Over a quarter of respondents (25.8%) requested not to identify their income. FIGURE 3- Respondent breakdown by gross monthly income Gender FIGURE 4- Respondent breakdown by gender Published November 2025 322 Race FIGURE 5- Respondent breakdown by race and ethnicity Other demographic data FIGURE 6- Percentage of respondent in miscellaneous categories Published November 2025 323 STANDARD OF LIVING The standard of living in a given community provides context for the factors impacting day-to-day life and access to necessities, such as economic conditions, housing, and healthcare. Employment & Income In Montana, the overall poverty rate is listed as 8.7% with a 3.3% rate of unemployment. Nearly 15.2% of Montana children under 18 live below the poverty line, and the rate for children under five is 17.7%. In our service area, females are nearly twice as likely to be living in poverty when compared to males. According to Census data, 59% of those with income below poverty limits in 2024 identified as female. In our service area, individuals predominantly identify as white, followed by two or more races and Hispanic. Of all individuals below poverty level, white individuals made up 6.4% while those identifying as two or more races made up 10.2%. Data for Hispanic individuals was not available. The overall poverty rates and unemployment rates as of December 2024 are listed below: Gallatin County Park County Meagher County Poverty Rate11 8.8% 11.3% 13.8% Persons in Poverty 11,267 2,057 286 Unemployment2 2.3% 2.0% 2.5% 61% of respondents reported working full time, with 9% of those working more than one job. The state averages were 47.5% and 6.7% respectively. Area Median Income (AMI) Gallatin County Park County Meagher County 50% very-low $47,600 $40,250 $34,938 80% low $76,200 $64,400 $55,900 100% midpoint $95,250 $80,500 $69,875 TABLE 1- 2025 AMI for a 2-person household in each county Published November 2025 324 200% of the Federal poverty level in 2025 is $42,300 for a 2-person household. This income metric is used for eligibility determination of various State and Federal programs. Census estimates report approximately 30% of households across the state are at or below 200% Federal poverty level, and nearly 35,000 families in HRDC’s service area. Area Median Income (AMI)1 clarifies a given area’s income distribution and is also used as a benchmark for eligibility determination such as for affordable housing programs. 43% of respondents reported income below 100% AMI. Gallatin County has the highest AMI in the state. Park County is 19th and Meagher County is 42nd out of 56. Income 9.3% of respondents 8.6% of respondents 8.0% of respondents 8.9% respondents Hourly $5.77 - $11.54 $11.54 - $17.31 $17.31 - $23.08 $23.08 - $28.85 Monthly $1001 - $2000 $2001 - $3000 $3001 - $4000 $4001 - $5000 Annually $12,000 - $24,000 $24,000 - $36,000 $36,000 - $48,000 $48,000 - $60,000 AMI1 Up to 31% Up to 47% Up to 62% Up to 78% TABLE 2- Distribution across the top 4 income brackets of all respondents Income Inequality Ratios2 compare the mean income for the top 20% of earners divided by the mean income of the bottom 20% of earners in a specific county. A ratio of 14.3 indicates top earners make 14.3 times more than those in the lower 20%. Income Inequality Ratios vary from 8.2 to 68.1 across the state with the mean sitting around 13.1. FIGURE 5- Federal Reserve Bank Income Inequality Ratios December 2024 Published November 2025 325 Housing From homelessness to home ownership, the challenges individuals are facing span the entire spectrum and are not isolated from one another. When homes are unaffordable, it creates greater strain on the rental market, and greater strain on the rental market impacts transitional housing, shelter capacity and homelessness rates. FIGURE 6- 2025 state Vacancy Rates provided by Montana Budget & Policy Center 5 In our service area alone a 20% increase in homelessness was reported in one year during the 2025 Point in Time Count. Home prices continue to be out of reach for most working families, and most new developments are listed as high-end or luxury, with rental costs to match. Gallatin County Park County Meagher County Median Sales Price Single Family Home4 $797,000 $603,00 $337,000 Median Rent for a 2-bedroom (2BR)3, 6 $2,000 $1,590 $1,100 Minimum-wage hours required to afford a 2BR5 93 Hrs / Week 77 Hrs / Week 66 Hrs / Week Cost-burden threshold income for a 2BR12 $110,000 \ $85,000 $55,000 Lastly, housing stock data collected by the Census Bureau reported 10% of all units in Gallatin County were vacant or unoccupied. Park County was reported at 14% and there was no data recorded for Meagher County. Published November 2025 326 Healthcare FIGURE 7- Census Bureau breakdown of insurance coverage across Montana The Census Bureau10 reports uninsured rates for Gallatin County at 8.9%, Park County at 9.1% and Meagher County at 12.1%. Average cost of healthcare premiums vary significantly by plan type and provider, as does cost per appointment. Preventive visits across the state average around $125 but can be as high as $300. Quality of Life While not typically considered in the standard of living, measuring quality of life is a complex, multidimensional concept influenced by an individual's personal goals, expectations, and their cultural and environmental context. Using five questions in the assessment survey, including community safety, support networks, and job opportunities, a quality of life scale was created. Respondents could answer 1 - No to 5 - Yes to these questions. The score across all the questions was summed, with a minimum possible score of 0, and a maximum score of 25. The mean quality of life score for all respondents was 15.96. This is slightly above the state mean of 14.78. Published November 2025 327 COMMUNITY NEEDS Respondents were asked to rank their top five needs of their community. Top needs scored a five and the lowest need scored a one. The ranked score was calculated by summing the scores for a given need. The percentages indicate the number of respondents who ranked the need in their top five. Service Area FIGURE 8- Top community needs for all respondents Affordable Housing was the top need across the state and HRDC’s service area. Our service area reported three of the other top five needs reported statewide, with slight shifts in order of rank. A notable difference was the higher rated need for substance abuse supports across the state. The needs of all state respondents are in order from first to fifth, left to right: Affordable Housing Jobs Paying a Living Wage Affordable & Quality Child Care Access to Mental Healthcare Substance Use Disorder Services 57% 53% 39% 35% 27% Published November 2025 328 Figure 9 highlights the drastic difference in community need across HRDC’s service area when comparing 2022 responses to 2025. Planning for Growth & Development was not included in the list of community needs in 2022, but was captured in a follow-up question asking respondents to rank seven different community impacts on a scale from 1.) most threatening to 7.) least threatening. That list included community impacts such as local labor shortages, national inflation, cost of living and water supply. Of the seven options, growth and development ranked last in 2022. FIGURE 9- Service area community needs comparing 2022 and 2025 The cost of living began to rise significantly during the COVID-19 pandemic and has continued to escalate the past five years. This trend has also been influenced by rapid population growth, accelerated development, and variable federal inflation rates. As expenses for housing, transportation, and other basic necessities continue to increase annually, residents have experienced minimal financial relief. Consequently, we saw a 369% increase in respondents identifying Jobs That Pay a Living Wage as a critical community need. This underscores a growing disparity between local wages and the actual cost of living in our area. Published November 2025 329 The significant decline of Affordable Food & Groceries could be explained by the 75% of respondents who agreed or strongly agreed there are resources available for families who don’t have enough food. Many respondents attributed this to the immense work of HRDC’s 3 food banks, the Fork & Spoon pay-what- you-can restaurant based in Bozeman and Livingston’s Food Resource Center. Community Needs by County FIGURE 10- Top 5 community-level needs by county Respondents living in Gallatin and Park County reported the same top-5 community level needs with only slight variation in overall percentage distribution. Meagher County on the other hand ranked Affordable Child Care as the third lowest community need and had a much higher ranking for services to support older adults or seniors. Children under the age of 18 have been declining in Meagher County for a number of years, as the number of residents ages 55 and older have increased. The median age in Meagher County is 59.9, drastically different from Gallatin County at 33.8 and Park County at 46.2. Published November 2025 330 INDIVIDUAL AND FAMILY NEEDS Respondents were asked to select any needs they were personally experiencing for each domain area. The percentages will not add to 100, given respondents could select more than one need. Respondents could also report having no needs in each domain. Responses are representative for the entire service area. Focus groups were also conducted, with open-ended questions ranging across the domain areas. 1. Income The income domain refers to services and activities aimed at helping individuals and families manage and increase their household earnings such as financial skills and resources needed for self-sufficiency. 1. Jobs that pay more or have benefits: 55.9% 2. Knowing where to find job resources: 21.3% 3. Training for the types of jobs available in the area: 15% 4. Finding and keeping a job: 14.2% 5. Learning soft skills: 12.6% During focus groups, it was emphasized that the region’s rapid growth and desirability as a destination have pushed rents, home prices, and daily expenses far beyond what many families earn in service, education, or seasonal work. “Wages have not kept up with inflation, and the “benefits cliff”, where a small increase in income results in loss of all eligibility for support, leaves many families worse off after receiving a raise or more work hours.” Many different respondents noted how common it is for individuals to work multiple jobs in our service area, and even that isn’t enough to live on in many cases. “I feel there should be more access to help programs for people in the middle class, these people may work more than 2 jobs to afford the cost of living here, but still can't afford daycare, healthcare, senior care etc.” Published November 2025 331 2. Education & Cognitive Development The education and cognitive development domain refers to services and activities that aid children, youth, and adults who participate in services in achieving outcomes such as school readiness, academic and social skill improvement or attainment of high school diploma or equivalency. 1. Affordable and good child care: 32.1% 2. Help with college aid/FAFSA forms: 29.6% 3. Life skills training: 25.9% 4. Early childhood education programs: 23.5% 5. Technical and vocational training: 21% While there are educational opportunities in the service area, focus group participants said that practical barriers such as tuition, transportation, or child care prevent some adults from accessing job training or pursuing higher-wage employment. The U.S. Department of Health and Human Services (DPHSS) considers child care affordable when it does not exceed 7% of a household’s total income. Data last collected from the Department of Labor7 in 2023 showed the cost of child care as a share of median household income: Gallatin County Park County Meagher County Infant 13.4% 12.5% 15% Toddler & Preschool 11.7% 11% 13.1% In the Childcare in Montana8 report published by the Department of Labor in 2024, it was reported that the average cost of full-time center-based care for an infant or toddler is $11,700 per year. This is more expensive than in-state tuition and fees for a four-year public college and is nearly the same cost as a full year's worth of rent for a 2-bedroom apartment. “There is a great need for quality childcare. Most families…need both parents to work to have a quality life and sometimes to just survive. If you know your child is in a good care facility you do a better job for your employer.“ Published November 2025 332 3. Income, Infrastructure, and Asset-Building Needs The income, infrastructure and asset-building domain refers to services and activities aimed at economic revitalization, accessing benefits and asset accumulation. 1. General financial issues: 36.9% 2. Help with transportation or car repairs 32.4% 3. Money management, saving, or budgeting 31.8% 4. Help with energy bills: 26.3% 5. Free income tax preparation help: 24.6% While transportation ranked second amongst other specific needs in this category, open-ended responses indicated a greater concern for transportation as it relates to safety. It was noted that roads are not large enough and reckless driving has increased significantly, but ultimately there was a lack of planning for the rapid and immense population growth, contributing to the safety concerns. Comments within this domain were largely centered around financial issues as they relate to other needs including housing and child care: “... with rent increases and SNAP reductions, staying ahead financially is impossible—unexpected medical expenses always set us back.” Energy and utility bill increases were also reported as a significant economic stressor on respondents: “The high cost of energy is also a problem everywhere, and there is not enough funding to adequately help people who need it. A hard problem to fix when you can't put a cap on energy companies!” It is important to remember that while we examine needs across different domain areas, they are all interconnected. An increase in rent without a corresponding increase to income forces families to make difficult decisions and reduce expenses elsewhere, such as grocery bills, forgoing healthcare appointments or putting money into a savings account or emergency fund. Published November 2025 333 4. Housing The housing domain refers to any services and activities aimed at supporting housing stability across the housing continuum from homelessness to homeownership. 1. Good affordable housing to rent: 62.4% 2. Good affordable housing to buy: 46.4% 3. Help with down payments or closing costs: 33.6% 4. Help with home energy efficiency: 30.4% 5. Help with rent: 30.4% Respondents and focus groups described the affordable housing crisis as the most pressing challenge in the region. Rapid population growth, rising rents, and limited available units that are actually affordable mean even families with stable employment may be at risk of homelessness or housing insecurity. “A friend of mine who is in their mid-30s, a working professional with years of experience, and makes $60k/yr is looking for a rental with a monthly budget of ~$1000. He was told that there was no "low-income" housing options available. When 60k is low income and a person cannot afford housing on that budget there needs to be major consideration towards salaries and affordable living.” Respondents were asked to evaluate community assets on a scale from strongly disagree to strongly agree. The following speaks to the perceptions on the availability of affordable rentals and homes for purchase: Strongly Disagree Disagree Neutral Agree Strongly Agree Rentals 73.1% 19.4% 2.8% 4.7% 0% Home Ownership 83.5% 11.8% 2.8% 1.4% 0.5% Respondents frequently referenced the inability to purchase a home not just because of the sticker price, but due to property taxes and the difficulty of saving up for a down payment, again deeply interconnected to the cost of living. Published November 2025 334 5. Health, Social and Behavioral Development The health, social and behavioral development domain refers to services and activities that support improvement in the physical, mental, and social well-being of individuals and families. 1. Affordable health care: 53% 2. Affordable dental care: 53% 3. Mental health services: 35.3% 4. Affordable eye care: 32.6% 5. Adult mental health services: 32.1% Respondents when speaking to the cost of health care often referred to insurance costs and challenges specifically. 28.4% reported having specific insurance issues in the last year. This was further seen in response towards mental health, with many respondents noting the lack of providers accepting insurance: “We, like everywhere else in Montana, are very lacking in mental health support and I've experienced the pitfalls of our mental health care first hand.” Respondents were asked to evaluate community assets on a scale from strongly disagree to strongly agree. The following speaks to the perceptions on the help availability for physical and mental health needs of adults: Strongly Disagree Disagree Neutral Agree Strongly Agree Physical Health 6.1% 21.3% 22.5% 38.2% 12% Mental Health 21.5% 31.6% 19.4% 23.6% 3.8% Published November 2025 335 6. Civic Engagement & Community Development The civic engagement domain describes the active, collaborative process of empowering community members and organizations to address community issues and creating sustainable, positive change. It encompasses both the act of individuals working together to improve their community and the long-term, systemic efforts that lead to community revitalization. 1. Ways to have voice heard with local politicians: 47.6% 2. More medical specialists: 31.7% 3. Safe, walkable neighborhoods, sidewalks & parks: 30.3% 4. Additional healthcare facilities: 29.7% 5. Recreational activities (playgrounds, trails, etc.): 27.6% When asked if they had experienced any individual needs related to Civic Engagement and Community Development, 72% of respondents reported no, which is significantly higher than any other domain area. However, a number of respondents wrote in concerns for the impact the current political divide has had and will continue to have on the sense of community and collaborative efforts in building sustainable opportunities for families and individuals to thrive. These comments reflect similarly to what was reported in 2022. “I believe that we as a community are only as good as the weakest link. When we work together, we create a kinder, more connected society. Being able to have access to affordable housing, equal pay, affordable childcare, mental health services and cultural awareness will bring in stability and a feeling of being a part of something greater than ourselves.” Many respondents voiced there on-going concerns for the low number of providers in the area and how the instability in healthcare recruitment and retention impacts their family: “My family changes our "Primary" care doctor at almost every visit since none of them are staying long in the clinics. It also makes it nearly impossible to be seen quickly for things like the flu, bronchitis, etc. and we end up going to Urgent Care and being charged $300 - $400 for a quick visit…” Published November 2025 336 CLOSING REMARKS As this assessment makes clear, the communities within HRDC’s service area are navigating a period of extraordinary change. The impacts of rapid population growth, escalating housing costs, widening income disparities, and shifting demographic trends are reshaping daily life across Gallatin, Park, and Meagher counties. Yet embedded within these challenges is a strong thread of resilience—a deep commitment from residents, partners, and local organizations to ensure Southwest Montana remains a place known for its hard working residents, community values, and natural beauty. The voices and experiences shared through this assessment—whether in survey responses, focus groups, or community conversations—affirm that our region is rich with both assets and opportunities. Neighbors continue to support one another, community organizations step up to meet emerging needs, and stakeholders across sectors demonstrate a shared desire to create solutions that reflect the realities faced by families and individuals in our communities. This report, as have assessments prior, underscore that community needs do not exist in isolation. Housing instability affects financial well-being; the cost of child care influences workforce participation; limited access to healthcare impacts overall economic stability. As we look ahead to our next strategic planning cycle, this interconnectedness will serve as a guide—reminding us that effective solutions must be comprehensive, collaborative, and grounded in the lived experience of our community members. The challenges before us are significant, but they are not insurmountable. Equipped with this data and grounded in the belief that everyone deserves stability, dignity, and opportunity, we move into the next chapter of strategic planning with renewed purpose. Together, we will continue building opportunities for anyone and everyone to thrive when calling Southwest Montana home. Published November 2025 337 SOURCES 1. Area Median Income Data: US Department of Housing and Urban Development 2. Economic Data by County: Federal Reserve Bank of St. Louis 3. 2025 Gallatin County Housing Report: Southwest Montana Realtors 4. Housing Market Stats Map: Southwest Montana Realtors 5. Montana Housing Affordability Report: Montana Budget and Policy Center 6. We Will Park County 2025: Park County Community Foundation 7. Women’s Bureau National Childcare Prices by Age: U.S. Department of Labor 8. 2024 Childcare in Montana: Montana Department of Labor 9. 2024 Gallatin County Community Health Assessment: Gallatin County Health Department 10. 2024 Healthcare Coverage: US Census Bureau 11. 2024 Poverty Data: US Census Bureau 12. 2025 Net Income calculations: Automatic Data Processing PARTNERS HRDC partners with nearly 500 organizations every single year. We are committed to forming and maintaining strong, effective partnerships with those in the private sector, our faith-based community leaders, elected officials, health organizations and fellow non-profit partners, to name a few. While we cannot list every single partners, we would like to specifically recognize those who aided our needs assessment process directly by participating in focus groups, advertising our surveys and providing supplemental data: ● Big Sky Resort Area District ● Bozeman Health ● Community Health Partners ● Gallatin Valley Urban Transportation District ● Gallatin Behavioral Health Coalition ● Family Promise ● Haven ● LiveWell49 ● Montana Food Bank Network ● Park County Housing Coalition ● Senior Citizen Center of White Sulphur Springs Published November 2025 338 SERVICES PROVIDED BY HRDC ● Case management ● CHAFEE Foster Youth services ● Community Land Trust management and development ● Emergency Food Boxes ● Emergency Shelter ● Energy Share ● Family and Parent support ● Family Emergency Shelter ● Head Start early childhood education ● Homebuyer Education ● Homemaker services ● Housing Choice Voucher ● Housing navigation ● Kids Pack ● Low-Income Energy Assistance Program ● PATH Street Outreach ● Pay-What-You-Can Restaurant ● Permanent Supportive Housing ● Property Management ● Rapid Rehousing ● Rental Assistance ● Resource navigation ● Retired and Senior Volunteer Program services ● Senior Transit and Paratransit ● SHIP Medicare Counseling ● SNAP application assistance ● Summer Lunch ● Tenancy Support Services ● Transitional Housing ● Weatherization services ● Workforce Innovation Opportunity Act services ● Youth Shelter Published November 2025 339 Memorandum REPORT TO:City Commission FROM:Renata Munfrada, Community Housing Program Coordinator David Fine, Economic Development Program Manager Brit Fontenot, Economic Development Department Director Greg Sullivan, City Attorney Jeff Mihelich, City Manager SUBJECT:Public Hearing and Work Session on a Petition to Establish a Municipal Housing Authority MEETING DATE:December 12, 2023 AGENDA ITEM TYPE:Policy Discussion RECOMMENDATION:Please refer to Commission Memorandum. STRATEGIC PLAN:4.5 Housing and Transportation Choices: Vigorously encourage, through a wide variety of actions, the development of sustainable and lasting housing options for underserved individuals and families and improve mobility options that accommodate all travel modes. BACKGROUND:On July 8, 2023, the City of Bozeman received a petition to create a MHA. In accordance with 7-15-4403, MCA, the City Commission must conduct a public hearing at which it will determine the need for an authority in the city and surrounding area. Noticing for this public hearing was published on December 3, 2023, and December 10, 2023. The Commission Memorandum provides background information related to the petition, the evolution of housing authorities, federal funding, the statutory framework for a municipal housing authority (MHA) in Montana, the role of the Federal government in funding a MHA, a discussion of Montgomery County, Maryland’s programs, information related to the work of the Gallatin County Housing Coalition on public housing authorities, financing MHA operations and projects in Montana, and other issues such as the role of cooperative agreements and the issues related to land use and zoning. We provide a detailed section toward the end of the Commission Memorandum on the statutory determinations and criteria including a discussion on urban camping in context of the statutory determinations the Commission must make. And, perhaps most importantly, we discuss the impact on the City’s existing community housing program if a MHA is created. Finally, we provide two alternative motions and unresolved issues. 340 Please refer to the full Commission Memorandum, which is linked. UNRESOLVED ISSUES:Please refer to Commission Memorandum. ALTERNATIVES:As directed by the City Commission. FISCAL EFFECTS:Please refer to Commission Memorandum. Attachments: Public Housing Authorities Memo FINAL 12 12 2023.pdf 08-07-23 Petition for Municipal Housing Authority.pdf Housing Authorities in Montana.pdf Housing Authority Map.pdf Meeting Transcript - RHC Housing Authority Workgroup Meeting #1.pdf Meeting Summary - Workgroup Meeting #1.pdf Meeting Transcript - RHC Housing Authority Workgroup Meeting #2.pdf Meeting Summary - Workgroup Meeting #2.pdf Report compiled on: October 24, 2023 341 Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023342 What is a Housing Authority? Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023 ▪United States Housing Act of 1937 established to provide decent, safe & sanitary housing ▪Create & operate housing projects to address unsafe & unsanitary conditions for low-income individuals ▪Lease housing to low-income individuals and families ▪Provide for construction or repair of housing ▪Finance the construction, development, and rehabilitation of low-income housing 343 What is a Montana Housing Authority? Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023 The Montana Municipal Housing Authority Act (the MMHAA) was first adopted in 1935 to alleviate unsanitary and unsafe dwelling accommodations in Montana’s urban areas resulting from: ▪Overcrowding of land ▪Improper planning ▪Excessive land coverage ▪Lack of adequate light, air and space ▪Unsanitary design and arrangement ▪Lack of proper sanitary facilities ▪Conditions which endanger life or property by fire or other causes 344 Characteristics of a Montana Housing Authority ▪Governed by the MMHAA (1935) ▪Specific powers and duties independent of the City ▪Provisions authority, independent of a municipality, to obtain financial assistance for a housing project primarily in the form of federal grants and loans ▪Alleviates unsanitary and unsafe dwelling accommodations in Montana’s urban areas Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023345 Commission Determinations for Establishing a Municipal Housing Authority a)Whether unsanitary or unsafe inhabited dwelling accommodations exist in the city and the surrounding area; and/or b) Whether there is a lack of safe or sanitary dwelling accommodations in the city and the surrounding area available for all the inhabitants thereof. Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023346 Criteria for Determining if Unsafe or Unsanitary Dwellings Exist: ▪Physical condition and age of buildings ▪Degree of overcrowding ▪Percentage of land coverage ▪Light and air available to inhabitants ▪Size and arrangement of rooms ▪Sanitary facilities ▪Extent to which conditions exist which endanger life or property by fire or other causes →Consider criteria on a City-wide basis. Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023347 How are Montana Housing Authorities Funded? ▪Funding comes directly from U.S. Department of Housing and Urban Development (HUD) ▪Exclusively funded by Congressional appropriations ▪Due to “Faircloth Limits” HUD funding is not available for the construction of public housing ▪Due to insufficient funding, there is a 5,000-person waitlist for Housing Choice Vouchers (HCV) in MT Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023348 Powers of a Montana Housing Authority▪Sue and be sued ▪Make and execute contracts ▪Create and manage housing projects ▪Enter into lease agreements ▪Take over any housing project within boundaries ▪Enter any building or property to conduct investigations ▪Investigate living, dwelling, and housing conditions and means and methods of improving conditions ▪Make findings to agencies requiring the correction of nuisances or like conditions or of demolishing unsafe or unsanitary structures ▪Exercise eminent domain to acquire real property Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023349 Financing and Bonding Powers of Montana Housing Authority The MMHAA authorizes MHA to procure financing independent of the City and the bonding authority of MHA is independent of the bonding authority of a municipality. The bonds the MHA may issue are of two type types: ▪Exclusively from the income and revenues of the housing project financed with the proceeds of such bonds or with such proceeds together with the proceeds of a grant from the federal government to aid in financing the construction thereof. ▪Exclusively from the income and revenues of certain designated housing projects, whether or not they were financed in whole or in part with the proceeds of such bonds. Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023350 351 Creation of a Montana Housing Authority 1.Verify petition for creating a housing authority 2.Conduct a public hearing 3.Approve ordinance creating a municipal housing authority 4.Approve a ballot initiative for the ordinance 5.If passed by Bozeman’s registered electors, the Mayor appoints seven commissioners for five-year terms 6.File for incorporation of the housing authority as a non-profit 7.Estimate first year expenses and overhead and appropriate said amount as a “donation” to the housing authority 8.Consider ongoing financial support (unknown & undetermined) Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023352 Montana Housing Programs ▪Homeowner Assistance Fund ▪Down Payment Assistance ▪Emergency Rental Assistance ▪Low-Income Housing Tax Credits (LIHTC) ▪Section 8 Vouchers •Housing Choice Vouchers (HCV) •Project-based Vouchers In Gallatin County, the HCV program is funded by HUD and administered by the Montana Department of Commerce’s Montana Housing program. Bozeman HRDC IX is the Field Agency currently serving Gallatin, Meagher, and Park counties. Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023353 Housing Authorities in Montana ▪Miles City ▪Missoula ▪MT Dept. of Commerce ▪Northern Cheyenne Tribe ▪Butte ▪Richland County ▪Ronan ▪Salish & Kootenai Tribes ▪Whitefish ▪Anaconda ▪Apsaalooke Nation ▪Billings ▪Blackfeet ▪Dawson County ▪Fort Belknap Tribe ▪Great Falls ▪Helena ▪Glasgow Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023354 Regional Housing Coalition Housing Authority Workgroup •One Valley Community Foundation also facilitates the Regional Housing Coalition (RHC) comprised of community housing stakeholders from around Gallatin County. •The RHC formed a workgroup to work with representatives of the petitioners to learn more about housing authorities. •The Housing Authority Workgroup held three meetings and provided transcripts and summaries of two of those meeting and a YouTube link to the audio and video of third meeting. •As the facilitator of the Housing Authority Workgroup, key meeting takeaways were provided by One Valley. Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023355 Regional Housing Coalition Housing Authority Workgroup October 23, 2023 Session #1 Key Takeaways: ▪State and local housing authorities created as mechanism to receive federal funds specifically for deeply affordable housing development/ownership, and the overwhelming majority of these federal funds no longer exist ▪While housing authorities can operate as a non-profit public entity, a private nonprofit can also serve the core functions of a housing authority ▪Public housing authorities are less cost effective than corporate nonprofit housing agencies and are eligible for fewer funding options ▪HRDC already acts as a private non-profit housing agency for the region as they receive and disperse all the public funding streams that would be accessible to an MHA Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023356 Regional Housing Coalition Housing Authority Workgroup November 8, 2023 Session #2 Key Takeaways: ▪Executive Director of Housing Whitefish explained that the Whitefish Housing Authority created a private non-profit arm called Housing Whitefish due to access to more funding opportunities using a private non-profit structure to access funding streams that public housing authorities cannot ▪Gallatin County Bond Counsel and Montana Board of Housing indicated: ▪State placed statutory income limitations on housing authority properties ▪Statutory language is outdated and highlights need for legislative changes ▪Further exploration into the nuances of bonding is needed Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023357 Regional Housing Coalition Housing Authority Workgroup November 27, 2023 Session #3 Key Takeaways: ▪City staff met with staff from the Housing Opportunities Commission (HOC) of Montgomery County, Maryland ▪The HOC utilizes a mixed-income model to generate the revenue needed to fund housing projects. ▪Officials from the HOC opined that using a powerful financial tool like the Housing Production Fund (HPF) does not necessarily require the legacy structure of a housing authority ▪If the housing authority structure had not already existed for decades under a legal framework unique to Maryland, an authority would not have been necessary to use the HPF tool Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023358 Regional Housing Coalition Housing Authority Workgroup November 27, 2023 Session #3 Key Takeaways (continued): ▪Ken Silverman, Vice President of Government Affairs for the Montgomery County Housing Opportunity Commission stated [1:13:40]: “As far as a public housing authority, I think the only reason to go that route is if you're trying to get additional federal funds, whether it's vouchers or any other authorities you would need a housing authority for. But for this [concept of social housing in your region], I don't think there’s any particular advantage.“ Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023359 Unhoused Encampments ▪Undeniable growth in individuals experiencing homelessness due to lack of affordable housing ▪Montana statutes require that the determination to create a MHA be based on whether unsafe & unsanitary dwelling accommodations exist in the city or surrounding area ▪Montana statutes do not require the determination of need for affordable housing in the community Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023360 Emergency Housing Resources ▪Between 2020 and 2023 the City allocated approximately $900,000 to the 24/7/365 emergency shelter and a total of $2.8 million to HRDC for all housing programs ▪Gallatin County allocated $2 million for the construction of the emergency shelter ▪HRDC plans to spend upwards of $15 million over the next 12 to 18 months to complete the 130-bed and 6 family suite emergency shelter Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023361 Regulatory Incentives The City has instituted regulatory incentives, deep and shallow, through the Affordable Housing Ordinance. Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023362 Market Changes ▪Rental vacancy rates have increased ▪1.3% in 2021 ▪8.2% in 2023 ▪6.9% increase over 3 years ▪Rental rates for a two-bedroom apartment have decreased ▪$2,458 per month in September 2022 ▪$1,885 per month in December 2023 ▪23.3% decrease in just over 1 year Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023363 Impact of the Community Housing Program The City and its partner, the Gallatin Housing Impact Fund, have committed over $15.8 million using the Community Housing Fund, the Gallatin Impact Fund and Tax Increment Financing resulting in: ▪11 mixed and low-income developments ▪592 units of income-restricted housing ▪1,774 total new housing units Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023364 Age of Housing Stock ▪Median age of homes in Bozeman is 24 years ▪Approximately 42% of Bozeman’s existing housing (over 22,000 units) was built in the last 20 years ▪Only 7.5% of Bozeman existing housing stock was built before 1940 ▪Bozeman ranks 7th for lowest average age of homes in the nation Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023365 Staff Analysis of Criteria and Findings ▪Staff does not find that the criteria have been met. When considered on a city-wide basis, unsafe and unsanitary dwelling accommodations, as defined by the criterion are uncommon in Bozeman. ▪Additionally, we cannot find there is a lack of safe and sanitary dwelling accommodations in the City as a whole nor in the surrounding area. Staff evaluated the criteria on a City-wide basis. Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023366 Commission Determinations for Establishing a Municipal Housing Authority a)Whether unsanitary or unsafe inhabited dwelling accommodations exist in the city and the surrounding area; and/or b) Whether there is a lack of safe or sanitary dwelling accommodations in the city and the surrounding area available for all the inhabitants thereof. Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023367 Criteria for Determining if Unsafe or Unsanitary Dwellings Exist: ▪Physical condition and age of buildings ▪Degree of overcrowding ▪Percentage of land coverage ▪Light and air available to inhabitants ▪Size and arrangement of rooms ▪Sanitary facilities ▪Extent to which conditions exist which endanger life or property by fire or other causes →Consider criteria on a City-wide basis. Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023368 Recommended Motions Option 1: Establish an MHA ▪Having considered public comment and based on the findings articulated by the Commission, I move to establish a municipal housing authority for Bozeman and the area within 10 miles of the city limits and request the City Manager bring the Ordinance to the Commission for provisional adoption authorizing the Mayor to appoint the seven commissioners. Option 2: Deny the Petition ▪Having considered public comment, I hereby move to adopt the findings in the staff report dated December 12, 2023, and move to deny the petition and request the City Manager present to the Commission a resolution denying the petition. Municipal Housing Authority Work Session and Public Hearing | Brit Fontenot | Dec 12, 2023369 1 Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: Brian Guyer, Community Housing Manager Brit Fontenot, Economic Development Director SUBJECT: Affordable Housing Work Session – Housing Dashboard Data – Executive Summary MEETING DATE: August 4, 2026 AGENDA ITEM TYPE: Work Session Bozeman’s housing market is beginning to show the benefits of sustained apartment construction, but affordability remains a significant challenge for renters, lower-wage workers, and households seeking to purchase a home. Approximately 38% of Bozeman households are housing cost burdened, including nearly 49% of renters and 25% of homeowners. About one-quarter of renters are severely cost burdened, spending at least half of their income on housing. These conditions have changed little since 2010, demonstrating that housing affordability remains a persistent structural issue. (Page 3) Recent rental-market trends provide evidence that additional supply can improve market conditions. Bozeman added approximately 6,992 apartments between 2020 and 2026. (Page 9) The resulting increase in vacancies has created greater competition among landlords and helped reduce average rents by approximately 6.1% between 2024 and the second quarter of 2026. Although the overall apartment vacancy rate is currently above the range associated with a balanced market, vacancy rates for income-restricted affordable units remain below 5%, indicating continued strong demand for lower-cost housing. (Page 10) Despite this improvement, many workers remain unable to afford available rental housing. The average one-bedroom apartment rents for approximately $1,988 per month and requires an annual income of $79,520 to be affordable. (Page 5) The average wage in Bozeman and Gallatin County is approximately $69,670, creating an annual income gap of nearly $10,000 for a single average-wage worker. The for-sale market presents an even greater challenge. Bozeman’s median home price is approximately $756,750 and requires an estimated annual household income of $187,311. Two people earning the average wage have a combined income 370 2 of approximately $139,340 and would need nearly $48,000 in additional annual income to afford the median-priced home. Among the housing types examined, only the median-priced condominium is currently within reach of two average-wage earners. (Page 7) Current production patterns help explain the difference between rental and ownership conditions. Since 2020, Bozeman has averaged approximately 1,458 residential permits annually, but roughly 75% of those permits have been for apartments. The market has therefore added substantial rental inventory while producing comparatively fewer attainable ownership opportunities. (Page 9) The data support two principal conclusions. First, continued rental production, combined with targeted assistance and income-restricted development, is moderating rents and should remain an important component of the City’s housing strategy. Second, the for-sale market is not producing sufficient opportunities for moderate-income households. Addressing this gap will likely require tools specifically designed to reduce land, construction, financing, or purchase costs, including public land partnerships, land trusts, deed restrictions, smaller ownership products, down-payment assistance, and modifications to existing incentives. Housing affordability is also an economic-development issue. Gallatin County’s unemployment rate remains approximately 2.5%, reflecting an exceptionally tight labor market. Persistent housing costs may increasingly constrain the ability of local employers and public agencies to recruit and retain workers. Housing policy should therefore be considered part of Bozeman’s broader workforce, business-retention, and economic-resilience strategy. 371 www.epsys.com OAKLAND SACRAMENTO LOS ANGELES DENVER City of BozemanHousing Dashboard Data July 2026 372 Housing Affordability 373 Economic & Planning Systems, Inc.2 DEFINITIONS •Household: A group of people who live together in the same residence. Households can be comprised of people related by blood or marriage, unmarried couples, roommates, and can include people from multiple family generations (e.g. grandparents). •Cost burdened household: A household who spends more than 30% of gross income (before taxes) on housing costs. For renters, this includes rent and utilities. For owners, this includes mortgage payments (principal and interest payments), taxes, and insurance. The U.S. Department of Housing and Urban Development (HUD) uses this standard in many programs. Some housing policy experts are considering whether this standard needs to be updated given the increases in other costs of living. •Severely cost burdened household: A household who spends more than 50% of income (before taxes) on housing costs. 374 Economic & Planning Systems, Inc.3 COST BURDENED HOUSEHOLDS •Data from the US Census American Community Survey (ACS) estimates that 38% of households in Bozeman are housing cost burdened as of 2024 including 48.8% of renter households and 25.2% of owner households. •Renters are more vulnerable to changes in housing costs than homeowners. Many homeowners can lock in their monthly costs through long-term fixed rate mortgages. •Renters are more likely to be cost burdened, at just under half of renter households (49%) compared to 25% of homeowners. •Since 2010 the percentage of cost burdened households has dropped slightly by about 3- 3.5%. This is judged to be a minor or insignificant change since there are margins of error in the ACS data. •About 25% of renters are severely cost burdened, spending 50% or more of their income on rent. The percentage of severely cost burdened households has not changed significantly since 2010, dropping by about 2%. 375 Economic & Planning Systems, Inc.4 WAGES, INDUSTRIES, AND HOUSING COSTS •The types of jobs people have, and their wages determine their household income and what they can afford for housing and other living costs. The City’s economic development programs look at the economy in two groups of industries: traded and local sectors. The City focuses its efforts on growing and retaining businesses in the traded sectors because they generally have higher wages and larger economic impacts/benefits. •Traded sectors are export oriented industries that bring new money into the economy, supporting local sector businesses. These jobs tend to pay more and generate more economic impact. About 24% of jobs in Gallatin County (including Bozeman) are in the traded sectors. The average wage in traded sector jobs is $49 per hour or $102,000 per year. •Local sectors are goods and services consumed by residents. Tourism jobs are also in local sector industries. Local sectors employ roughly 75% of workers and have an average wage of $33.50 per hour or just under $70,000 per year. Jobs in Percent of Average Average Description 2025 Total Hourly Wage Annual Wage Traded Sectors Ag./Forest/Hunting 1,444 1.8%$23.27 $48,398 Mining/Nat. Res.209 0.3%$49.55 $103,058 Information 801 1.0%$82.15 $170,869 Prof. & Tech. Services 6,347 7.9%$65.79 $136,845 Management of Companies 275 0.3%$48.23 $100,315 Manufacturing 3,642 4.6%$32.78 $68,175 Wholesale Trade 2,515 3.1%$43.97 $91,455 Transportation 1,892 2.4%$27.54 $57,286 Finance and Insurance 2,105 2.6%$57.19 $118,948 Subtotal & Weighted Average 19,231 24.1%$49.04 $102,002 Local Sectors Utilities 173 0.2%$56.75 $118,045 Construction 8,969 11.2%$40.30 $83,827 Retail Trade 9,676 12.1%$23.00 $47,848 Real Estate 1,948 2.4%$33.93 $70,573 Admin/Waste Management 3,577 4.5%$28.35 $58,968 Edcuation 7,517 9.4%$29.75 $61,888 Health Care 8,143 10.2%$31.59 $65,701 Arts/Recreation 2,794 3.5%$17.09 $35,544 Hotel/Resturant 12,269 15.4%$20.64 $42,926 Other 3,254 4.1%$26.54 $55,198 Public Administration 2,184 2.7%$39.89 $82,968 Unclassified 181 0.2%$66.61 $138,554 Subtotal & Weighted Average 60,685 75.9%$28.49 $59,253 Total & Weighted Average 79,916 100.0%$33.50 $69,670 Source: QCEW; Economic & Planning Systems Z:\Shared\Projects\DEN\233073-Bozeman MT 2025Q2 Market Update\2026 Dashboard\Data\[233073-Economy.xlsm]T-TradedLocal 376 Economic & Planning Systems, Inc.5 •The average 1-bedroom apartment rent in Bozeman is $1,988. Assuming 30% of income is spent on rent, this requires an annual income or wage of $79,520 ($6,627/month) to afford. •The average wage in Bozeman and Gallatin County is $69,670 ($5,806 per month). •Assuming 30% of income is spent on rent, this means one person can afford $1,740 in monthly rent. Given the average 1-bedroom rent of $1,988, the average 1-bedroom rent is therefore 34% of the average monthly wage. One person earning the average wage needs to earn about $10,000 more per year (just over $800 per month) to make rent affordable. •Workers in retail trade, one of the largest industries in Bozeman, are on average short roughly $30,000 annually or $2,700 per month to afford a one-bedroom apartment. Many people therefore pair up in roommate living arrangements to share the cost of housing. WHAT RENT CAN ONE PERSON AFFORD? 377 Economic & Planning Systems, Inc.6 •The average rent for a 2-bedroom apartment in Bozeman is $2,163 per month. Assuming 30% of income is spent on rent, this requires a combined household income of $86,520 to afford. •The average household income for two people earning the average wage of $69,670 is $139,340. Affordable rent for this household is $3,483 per month, enough to afford an averaged priced 2- bedroom apartment renting for $2,163 per month. •Assuming 30% of income is spent on rent, two people working in Arts and Recreation and Hotel and Food Services would not be able to afford this rent. These workers earn about $71,000 per year, $15,000 short of the income required to afford an average 2- bedroom unit. This means that about 20% of workers in Bozeman cannot afford 1-or 2-bedroom rent. WHAT RENT CAN TWO PEOPLE AFFORD? 378 Economic & Planning Systems, Inc.7 •The median home price in Bozeman is $756,750 which requires an annual income of $187,311 to purchase at the 30% of income affordability standard. •Two people earning the average wage in Bozeman have an annual income of $139,340. They would need $47,971 more to afford a median priced home. WHAT HOME PRICE CAN TWO PEOPLE AFFORD? 379 Bozeman Housing Dashboard Data Housing Market Data 380 Economic & Planning Systems, Inc.9 BOZEMAN APARTMENT MARKET SUMMARY •The economic principals of supply and demand apply to the housing market. More housing supply tends to increase competition in the market and lower prices and rents. There are many complex relationships in a housing market however, and an increase in supply is not always a 1:1 relationship with rents. •The supply of apartments has increased significantly in Bozeman which has helped to moderate increases in rents. The supply of apartments in Bozeman grew by 6,992 units since 2020. 381 Economic & Planning Systems, Inc.10 NEW SUPPLY AND VACANCY RATE •When new supply is added to the market, the vacancy rate can increase. Over time, these new homes are absorbed into the market by new people moving into Bozeman and by people forming new households (moving into their own home, moving out of dormitories, etc.). •The increase in apartment construction in 2015-2016, 2020, 2024, and 2025 resulted in increases in apartment vacancy rates. Over time, these new units were absorbed and the vacancy rate dropped. •A balanced housing market has a vacancy rate of about 5% to 7% compared to 13.9% from the latest market data.. •The apartment vacancy rate is higher than it has been historically, because of record numbers of new apartments being constructed. The vacancy rate has however been dropping over the past year. These data include market rate and affordable apartments. Vacancy rates for affordable apartments are much lower, below 5% from data in the City’s Second Quarter Annual Market Report. 382 Economic & Planning Systems, Inc.11 RENT AND VACANCY RATE •The increase in apartment supply and vacancy rates in 2024-2026 has slowed increases in rents. Rents decreased in 2025 and 2026 as landlords compete for tenants to fill new apartments. •Rent grew by 13.4% between 2020 and 2024. In 2024, new supply was added to the market, increasing the vacancy rate. Between 2024 and 2026 Q2, rent fell by 6.1%. In the four years prior to COVID-19 (2016-2019), rent grew by 4.8%. 383 Economic & Planning Systems, Inc.12 FOR-SALE HOUSING •Home prices in Bozeman increased rapidly starting in about 2019. The increase in prices was the result of many complex and intertwined factors: –Low mortgage interest rates –Increases in people moving to Bozeman before and after the pandemic –Cash buyers including part-time residents, semi-retirees, and remote workers –Not enough new for-sale housing supply to keep up with demand •Purchasing a home has become out of reach for many people as a result of these market forces. •The charts below compare median prices for different home types to what is affordable to two people earning the average wage: –$69,670 average wage X 2 people = $139,340 household income –They can afford a home price of $556,000 –Only the median priced condominium is currently affordable to two people earning the average wage 384 Economic & Planning Systems, Inc.13 BOZEMAN MEDIAN SALES PRICE BY TYPE OF HOME 385 Economic & Planning Systems, Inc.14 GALLATIN COUNTY MEDIAN SALES PRICE BY TYPE OF HOME 386 Economic & Planning Systems, Inc.15 BUILDING PERMITS •Since 2020, builders and developers have received and average of 1,458 permits for new homes each year. •Starting in 2024, there were fewer new homes permitted since 2020 through 2023. •Approximately 75% of new building permits were issued for apartments. •As of April 2026, Bozeman permitted 422 more units compared to the same time last year. 387 Bozeman Housing Dashboard Data Economic Data 388 Economic & Planning Systems, Inc.17 GALLATIN COUNTY UNEMPLOYMENT RATE •The unemployment rate in Gallatin County has stayed consistently low at 2.5% indicating a tight labor market. A natural, or baseline, unemployment rate is about 4.5%. •Note that the large spike in the unemployment rate in 2020 was due to the Covid-19 pandemic. 389 Economic & Planning Systems, Inc.18 GALLATIN COUNTY LABOR FORCE PARTICIPATION RATE •The unemployment rate only counts people who are actively searching for a job so is not a full picture of the labor market. •The labor force participation rate is the percentage of people who are currently employed or actively looking for a job. If people stop looking for work entirely, they drop out of the labor force and are not counted as "unemployed". People who exit the labor force include people raising children (often women), retirees, and disaffected workers who have given up looking for work. If the labor participation rate falls, it indicates deeper underlying challenges than just slow job growth. •In Gallatin County, the overall labor force participation rate is 71.2%. This has remained relatively constant since 2010. Notably, the male labor force participation rate is 87.5% compared to 80.7% for the female rate, a gap that has persisted since 2010. •The increase in the labor force participation rate for women with children reinforces the need to prioritize investing in childcare to support equitable access to opportunities. 390 Economic & Planning Systems, Inc.19 GALLATIN COUNTY EMPLOYMENT •Employment growth in Gallatin County is strong, but has slowed since 2022 •Between 2010 and 2019 employment grew by roughly 17,000 jobs, corresponding to an annual average growth rate of 3.9%. However, between 2022 and 2026 employment growth slowed to 2,000 jobs, for an average growth rate of 0.7% per year 391 Economic & Planning Systems, Inc.20 TRADED AND LOCAL EMPLOYMENT •Local sectors are goods and services supported by residents. Local sectors employ roughly 75% of jobs. Since 2019, growth in local sectors outpaced growth in traded sectors. The City continues to focus on attracting and retaining higher paying jobs in the Traded Sectors. Description 2019 2020 2021 2022 2023 2024 2025 Total Ann. #Ann. % Traded Sectors Ag./Forest/Hunting 1,137 1,194 1,236 1,323 1,397 1,403 1,444 307 51 4.1% Mining/Nat. Res.216 192 208 203 210 217 209 -8 -1 -0.6% Information 822 774 805 821 883 812 801 -21 -4 -0.4% Prof. & Tech. Services 5,441 5,607 5,941 6,088 6,282 6,333 6,347 907 151 2.6% Management 248 233 233 262 296 293 275 27 5 1.8% Manufacturing 3,812 3,803 4,209 4,195 3,959 3,785 3,642 -171 -28 -0.8% Wholesale Trade 1,865 1,854 1,994 2,175 2,346 2,396 2,515 650 108 5.1% Transportation 1,762 1,710 1,870 1,854 1,835 1,803 1,892 130 22 1.2% Finance and Insurance 1,673 1,714 1,827 1,995 2,034 2,037 2,105 432 72 3.9% Total 16,976 17,083 18,323 18,915 19,242 19,078 19,231 2,254 376 2.1% Local Sectors Utilities 140 151 156 143 153 162 173 33 6 3.6% Construction 7,311 7,609 8,019 8,198 8,670 9,235 8,969 1658 276 3.5% Retail Trade 8,618 8,481 9,126 9,355 9,590 9,661 9,676 1057 176 1.9% Real Estate 1,628 1,591 1,839 2,214 2,228 1,982 1,948 320 53 3.0% Admin/Waste Management 2,657 2,571 2,749 2,996 3,084 3,322 3,577 920 153 5.1% Edcuation 7,240 6,948 6,915 7,185 7,410 7,549 7,517 277 46 0.6% Health Care 6,366 6,356 6,931 7,271 7,639 7,966 8,143 1777 296 4.2% Arts/Rec.1,962 1,775 2,024 2,261 2,503 2,737 2,794 832 139 6.1% Hotel/Resturant 8,288 7,025 8,358 9,050 10,530 11,688 12,269 3981 663 6.8% Other 2,786 2,670 2,821 2,906 3,139 3,247 3,254 468 78 2.6% Public Administration 1,789 1,867 1,854 1,876 1,970 2,129 2,184 395 66 3.4% Unclassified 7 14 25 52 85 135 181 175 29 74.1% Total 48,793 47,056 50,817 53,506 57,001 59,813 60,685 11,892 1,982 3.7% Total 65,770 64,139 69,140 72,422 76,243 78,891 79,916 14,147 2,358 3.3% Source: QCEW; Economic & Planning Systems Z:\Shared\Projects\DEN\233073-Bozeman MT 2025Q2 Market Update\2026 Dashboard\Data\[233073-Economy.xlsm]T-Ind Emp 2019-2025 392 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:Appointment to the Board of Ethics MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Citizen Advisory Board/Commission RECOMMENDATION:Consider the Motion: I move to appoint one member to the Board of Ethics with terms expiring July 31, 2028. STRATEGIC PLAN:1.2 Community Engagement: Broaden and deepen engagement of the community in city government, innovating methods for inviting input from the community and stakeholders. BACKGROUND:The Board of Ethics has one vacant position due to term expirations as of July 31, 2026. The City Clerks' Office published legal notice for this vacancy. The City Clerks' Office has received one new application and the current member reapplied. Ordinance No. 1726, finally adopted in November 2007, established the creation of a three member Board of Ethics. In May of 2009, Ordinance No. 1759 was finally adopted which revised 1726. According to Ordinance 1759: A. There is created a Board of Ethics consisting of three (3) members who shall serve without compensation unless the governing body provides otherwise. Members of the Board of Ethics shall not be elected officials, full- time appointed officials whether exempt or nonexempt, or City employees, nor shall they be currently serving on any other City board or commission. B. Members of the Board shall be residents of the City. C. Board members shall be appointed by the governing body. An appointment to fill a vacancy shall be made by the appointing authority who appointed the member who formerly held the position which is vacant. E. Board members shall serve staggered terms of two (2) years. A member shall hold office until a member's successor is appointed. This board currently has one vacant position. The City Clerk’s Office has 393 received two applications with their relevant qualifications indicated below. 1. Two positions with terms expiring July 31, 2028 | Qualifies: J. Drummond, B. O'Connor Applicants: Jim Drummond Brendan O'Connor There is no Commission liaison for this board. Board of Ethics appointments are Commission appointments. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by the City Commission. FISCAL EFFECTS:None. Attachments: Board of Ethics applications.pdf Report compiled on: July 29, 2026 394 Submit Date: Jun 11, 2026 Email Address First Name Middle Initial Last Name Home Address Suite or Apt City State Postal Code Primary Phone Alternate Phone Employer Job Title Occupation Boards & Commissions Application Form Profile Which Boards would you like to apply for? Board of Ethics: For Review How did you hear about this Board/Commission or vacancy? Friends told me. Interests & Experiences Please tell us about yourself and why you want to serve. Do you live within Bozeman city limits? (Some positions do require you live within Bozeman city limits, while others do not.) Yes No How long have you lived in the Bozeman area? * 11 or more Have you ever served on a City or County Board or Commission? Yes No If yes, where, for how long, and on what Board/Commission? N/A Brendan P O'connor Bozeman MT 59715 Montana State University Custodian 1 Custodian Brendan P O'connor 395 Please describe your professional and personal experiences, interests, and qualifications that make you a good fit for this board. I've spent the last two years getting more involved with our community. Through running for mayor, watching city meetings online, reading city documents and speaking with community members, I have learned a lot about how our city government works and why transparency matters. I also understand the importance of rules being applied fairly and evenly. I would do my best to help maintain a city government that residents can trust. On December 19, 2023, the City Commission adopted the Belonging in Bozeman Plan via <a href="https://weblink.bozeman.net/WebLink/DocView.aspx? id=291616&amp;dbid=0&amp;repo=BOZEMAN" target="_blank" rel="noopener">Resolution 5556</a>. Please describe your understanding of the Belonging in Bozeman Plan and any thoughts related to implementing the plan. My understanding of the Belonging in Bozeman Plan is that it is a commitment to making sure all residents, visitors and city workers have the opurtunity to thrive regardless of background or circumstances. The plan focuses on improving areas like housing, transportation, health, education, childcare, community spaces and civic participation. It also creates a framework for turning these goals into action by identifying priorities and collaborating with community partners. References Reference #1 Full Name Mark Campanelli Relationship to Reference Friend Phone Number Email Confirm Email Reference #2 Full Name Katelyn Goulet Relationship to Reference Long time friend Brendan P O'connor 396 Phone Email Confirm Email The Bozeman City Charter, voted in by the citizens of Bozeman in 2008, requires annual ethics training. If appointed, do you understand you will be required to take online and in person ethics training? Yes No If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator at 406.582.2439. Please note that for most City Boards, materials are distributed electronically for each meeting. Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which are electronically archived and available to the public. Brendan P O'connor 397 Submit Date: Jul 13, 2026 Email Address First Name Middle Initial Last Name Home Address Suite or Apt City State Postal Code Primary Phone Alternate Phone Employer Job Title Occupation Boards & Commissions Application Form Profile Which Boards would you like to apply for? Board of Ethics: For Review How did you hear about this Board/Commission or vacancy? current member Interests & Experiences Please tell us about yourself and why you want to serve. Do you live within Bozeman city limits? (Some positions do require you live within Bozeman city limits, while others do not.) Yes No How long have you lived in the Bozeman area? * 11 or more Have you ever served on a City or County Board or Commission? Yes No If yes, where, for how long, and on what Board/Commission? police commission, ethics board, Downtown Business Improvement District James W Drummond Bozeman MT 59715 retired na retired James W Drummond 398 Please describe your professional and personal experiences, interests, and qualifications that make you a good fit for this board. 35 years on Bozeman City Boards, Retired Banker, Bozeman Native, MPA M.S.U. On December 19, 2023, the City Commission adopted the Belonging in Bozeman Plan via <a href="https://weblink.bozeman.net/WebLink/DocView.aspx? id=291616&amp;dbid=0&amp;repo=BOZEMAN" target="_blank" rel="noopener">Resolution 5556</a>. Please describe your understanding of the Belonging in Bozeman Plan and any thoughts related to implementing the plan. I am well aware, and supportive, of open minded and non-discriminatory interaction with others as part of our legal, ethical and moral responsibility as fellow human beings. References Reference #1 Full Name Jim Veltkamp Relationship to Reference Police Commission Phone Number Email Confirm Email Reference #2 Full Name Greg Sullivan Relationship to Reference Ethics Board Phone James W Drummond 399 Email Confirm Email The Bozeman City Charter, voted in by the citizens of Bozeman in 2008, requires annual ethics training. If appointed, do you understand you will be required to take online and in person ethics training? Yes No If you have a disability that requires assistance or need accommodations, please contact our ADA Coordinator at 406.582.2439. Please note that for most City Boards, materials are distributed electronically for each meeting. Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which are electronically archived and available to the public. James W Drummond 400 Memorandum REPORT TO:City Commission FROM:Jamie Grabinski, Procurement Coordinator Brian Guyer, Community Housing Program Manager Aaron Funk, Controller Melissa Hodnett, Finance Director SUBJECT:Authorize the Mayor to Approve the CDBG Program Year 3 Annual Action Plan and Sign the Program Year 3 Allocation. MEETING DATE:August 4, 2026 AGENDA ITEM TYPE:Grant RECOMMENDATION:This item was noticed for a 6 p.m. public hearing; if necessary, the meeting will recess until 6 p.m. if previous business concludes prior. Consider the Motion: Authorize the Mayor to Approve the CDBG Program Year 3 Annual Action Plan and Sign the Program Year 3 Allocation. STRATEGIC PLAN:1.3 Public Agencies Collaboration: Foster successful collaboration with other public agencies and build on these successes. BACKGROUND:On August 6th, 2024, the City of Bozeman approved and adopted the Community Development Block Grant (CDBG) Consolidated Plan as a new entitlement community with U.S. Housing and Urban Development (HUD). Now, in its third program year, the City is on its way to completing its first CDBG funded project with Family Promise to add a water line to increase its capacity for transitional housing units. CDBG entitlement funding receives an annual allocation for communities to plan and develop meaningful projects that help very low, low and moderate income families, homeless and transitional housing needs, publicly owned community spaces, essential public services, and public infrastructure that assists very low, low and moderate income families. In program year 3, City of Bozeman staff intend to develop programs that align with the adopted Consolidated Plan to utilize the CDBG funding for meaningful investments in our community. UNRESOLVED ISSUES:None. ALTERNATIVES:As suggested by Commission. FISCAL EFFECTS:Total expenditures are expected to be $355,712 based upon our formula 401 allocation. Expenditures will be made in the Community Housing grant fund and the budget was included in the biennium budget. Attachments: 424B Draft.pdf Non State Certifications.pdf CDBG Annual Action Plan Program Year 3.pdf SF424.pdf Report compiled on: July 13, 2026 402 Form HUD 424-B (1/27/2023) Applicant and Recipient Assurances and Certifications U.S. Department of Housing and Urban Development OMB Number: 2501-0044 Expiration Date: 2/28/2027 Instructions for the HUD 424-B Assurances and Certifications As part of your application for HUD funding, you, as the official authorized to sign on behalf of your organization or as an individual, must provide the following assurances and certifications. The Responsible Civil Rights Official has specified this form for use for purposes of general compliance with 24 CFR §§ 1.5, 3.115, 8.50, and 146.25, as applicable. The Responsible Civil Rights Official may require specific civil rights assurances to be furnished consistent with those authorities and will specify the form on which such assurances must be made. A failure to furnish or comply with the civil rights assurances contained in this form may result in the procedures to effect compliance at 24 CFR §§ 1.8, 3.115, 8.57, or 146.39. By submitting this form, you are stating that all assertions made in this form are true, accurate, and correct. As the duly representative of the applicant, I certify that the applicant: [Insert below the Name and title of the Authorized Representative, name of Organization and the date of signature]: *Authorized Representative Name: *Title: *Applicant/Recipient Organization: 1. Has the legal authority to apply for Federal assistance, has the institutional, managerial and financial capability (including funds to pay the non-Federal share of program costs) to plan, manage and complete the program as described in the application and the governing body has duly authorized the submission of the application, including these assurances and certifications, and authorized me as the official representative of the application to act in connection with the application and to provide any additional information as may be required. 2. Will administer the grant in compliance with Title VI of the Civil Rights Act of 1964 (42 U.S.C 2000(d)) and implementing regulations (24 CFR part 1), which provide that no person in the United States shall, on the grounds of race, color or national origin, be excluded from participation in, be denied the benefits of, or otherwise be subject to discrimination under any program or activity that receives Federal financial assistance OR if the applicant is a Federally recognized Indian tribe or its tribally designated housing entity, is subject to the Indian Civil Rights Act (25 U.S.C. 1301-1303). 3. Will administer the grant in compliance with Section 504 of the Rehabilitation Act of 1973 (29 U.S.C. 794), as amended, and implementing regulations at 24 CFR part 8, the American Disabilities Act (42 U.S.C. §§ 12101 et.seq.), and implementing regulations at 28 CFR part 35 or 36, as applicable, and the Age Discrimination Act of 1975 (42 U.S.C. 6101-07) as amended, and implementing regulations at 24 CFR part 146 which together provide that no person in the United States shall, on the grounds of disability or age, be excluded from participation in, be denied the benefits of, or otherwise be subjected to discrimination under any program or activity that receives Federal financial assistance; except if the grant program authorizes or limits participation to designated populations, then the applicant will comply with the nondiscrimination requirements within the designated population. 4. Will comply with the Fair Housing Act (42 U.S.C. 3601-19), as amended, and the implementing regulations at 24 CFR part 100, which prohibit discrimination in housing on the basis of race, color, religion, sex, disability, familial status, or national origin and will affirmatively further fair housing; except an applicant which is an Indian tribe or its instrumentality which is excluded by statute from coverage does not make this certification; and further except if the grant program authorizes or limits participation to designated populations, then the applicant will comply with the nondiscrimination requirements within the designated population. 5. Will comply with all applicable Federal nondiscrimination requirements, including those listed at 24 CFR §§ 5.105(a) and 5.106 as applicable. 6. Will not use Federal funding to promote diversity, equity, and inclusion (DEI) mandates, policies, programs, or activities that violate any applicable Federal anti-discrimination laws. 7. Will comply with the acquisition and relocation requirements of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended (42 U.S.C. 4601) and implementing regulations at 49 CFR part 24 and, as applicable, Section 104(d) of the Housing and Community Development Act of 1974 (42 U.S.C. 5304(d)) and implementing regulations at 24 CFR part 42, subpart A. 8. Will comply with the environmental requirements of the National Environmental Policy Act (42 U.S.C. 4321 et.seq.) and related Federal authorities prior to the commitment or expenditure of funds for property. 9. That no Federal appropriated funds have been paid, or will be paid, by or on behalf of the applicant, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, and officer or employee of Congress, or an employee of a Member of Congress, in connection with the awarding of this Federal grant or its extension, renewal, amendment or modification. If funds other than Federal appropriated funds have or will be paid for influencing or attempting to influence the persons listed above, I shall complete and submit Standard Form-LLL, Disclosure Form to Report Lobbying. I certify that I shall require all subawards at all tiers (including sub-grants and contracts) to similarly certify and disclose accordingly. Federally recognized Indian Tribes and tribally designated housing entities (TDHEs) established by Federally-recognized Indian tribes as a result of the exercise of the tribe’s sovereign power are excluded from coverage by the Byrd Amendment, but State-recognized Indian tribes and TDHEs established under State law are not excluded from the statute’s coverage. I/We, the undersigned, certify under penalty of perjury that the information provided above is true, accurate, and correct. WARNING: Anyone who knowingly submits a false claim or makes a false statement is subject to criminal and/or civil penalties, including confinement for up to 5 years, fines, and civil and administrative penalties. (18 U.S.C. §§287, 1001, 1010, 1012, 1014; 31 U.S.C. §3729, 3802; 24 CFR §28.10(b)(1)(iii)). * Signature: * Date: (mm/dd/yyyy): 403 Form HUD 424-B (1/27/2023) Public Reporting Burden Statement: The public reporting burden for this collection of information is estimated to average 0.5 hours per response, including the time for reviewing instructions, searching existing data sources, gathering, and maintaining the data needed, and completing and reviewing the collection of information. Comments regarding the accuracy of this burden estimate and any suggestions for reducing this burden can be sent to: U.S. Department of Housing and Urban Development, Office of the Chief Data Officer, R, 451 7th St SW, Room 4176, Washington, DC 20410-5000. Do not send completed HUD 424-B forms to this address. This agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless the collection displays a valid OMB control number. The Department of Housing and Urban Development is authorized to collect this information under the authority cited in the Notice of Funding Opportunity for this grant program. The information collected provides assurances and certifications for legal requirements related to the administration of this grant program. HUD will use this information to ensure compliance of its grantees. This information is required to obtain the benefit sought in the grant program. This information will not be held confidential and may be made available to the public in accordance with the Freedom of Information Act (5 U.S.C. §552). 404 CERTIFICATIONS In accordance with the applicable statutes and the regulations governing the consolidated plan regulations, the jurisdiction certifies that: Affirmatively Further Fair Housing --The jurisdiction will affirmatively further fair housing. Uniform Relocation Act and Anti-displacement and Relocation Plan -- It will comply with the acquisition and relocation requirements of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended, (42 U.S.C. 4601-4655) and implementing regulations at 49 CFR Part 24. It has in effect and is following a residential anti-displacement and relocation assistance plan required under 24 CFR Part 42 in connection with any activity assisted with funding under the Community Development Block Grant or HOME programs. Anti-Lobbying --To the best of the jurisdiction's knowledge and belief: 1. No Federal appropriated funds have been paid or will be paid, by or on behalf of it, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with 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; 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, it will complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions; and 3. It will require that the language of paragraph 1 and 2 of this anti-lobbying certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. Authority of Jurisdiction --The consolidated plan is authorized under State and local law (as applicable) and the jurisdiction possesses the legal authority to carry out the programs for which it is seeking funding, in accordance with applicable HUD regulations. Consistency with plan --The housing activities to be undertaken with Community Development Block Grant, HOME, Emergency Solutions Grant, and Housing Opportunities for Persons With AIDS funds are consistent with the strategic plan in the jurisdiction’s consolidated plan. Section 3 -- It will comply with section 3 of the Housing and Urban Development Act of 1968 (12 U.S.C. 1701u) and implementing regulations at 24 CFR Part 75. Signature of Authorized Official Date Title 405 Specific Community Development Block Grant Certifications The Entitlement Community certifies that: Citizen Participation -- It is in full compliance and following a detailed citizen participation plan that satisfies the requirements of 24 CFR 91.105. Community Development Plan -- Its consolidated plan identifies community development and housing needs and specifies both short-term and long-term community development objectives that that have been developed in accordance with the primary objective of the CDBG program (i.e., the development of viable urban communities, by providing decent housing and expanding economic opportunities, primarily for persons of low and moderate income) and requirements of 24 CFR Parts 91 and 570. Following a Plan -- It is following a current consolidated plan that has been approved by HUD. Use of Funds -- It has complied with the following criteria: 1. Maximum Feasible Priority. With respect to activities expected to be assisted with CDBG funds, it has developed its Action Plan so as to give maximum feasible priority to activities which benefit low- and moderate-income families or aid in the prevention or elimination of slums or blight. The Action Plan may also include CDBG-assisted activities which the grantee certifies are designed to meet other community development needs having particular urgency because existing conditions pose a serious and immediate threat to the health or welfare of the community, and other financial resources are not available (see Optional CDBG Certification). 2. Overall Benefit. The aggregate use of CDBG funds, including Section 108 guaranteed loans, during program year(s) _________________________ [a period specified by the grantee of one, two, or three specific consecutive program years], shall principally benefit persons of low and moderate income in a manner that ensures that at least 70 percent of the amount is expended for activities that benefit such persons during the designated period. 3. Special Assessments. It will not attempt to recover any capital costs of public improvements assisted with CDBG funds, including Section 108 loan guaranteed funds, by assessing any amount against properties owned and occupied by persons of low and moderate income, including any fee charged or assessment made as a condition of obtaining access to such public improvements. However, if CDBG funds are used to pay the proportion of a fee or assessment that relates to the capital costs of public improvements (assisted in part with CDBG funds) financed from other revenue sources, an assessment or charge may be made against the property with respect to the public improvements financed by a source other than CDBG funds. In addition, in the case of properties owned and occupied by moderate-income (not low-income) families, an assessment or charge may be made against the property for public improvements financed by a source other than CDBG funds if the jurisdiction certifies that it lacks CDBG funds to cover the assessment. Excessive Force -- It has adopted and is enforcing: 1. A policy prohibiting the use of excessive force by law enforcement agencies within its jurisdiction against any individuals engaged in non-violent civil rights demonstrations; and 2. A policy of enforcing applicable State and local laws against physically barring entrance to or exit from a facility or location which is the subject of such non-violent civil rights demonstrations within its jurisdiction. 2026 406 Compliance with Anti-discrimination laws -- The grant will be conducted and administered in conformity with title VI of the Civil Rights Act of 1964 (42 U.S.C. 2000d) and the Fair Housing Act (42 U.S.C. 3601-3619) and implementing regulations. Lead-Based Paint -- Its activities concerning lead-based paint will comply with the requirements of 24 CFR Part 35, Subparts A, B, J, K and R. Compliance with Laws -- It will comply with applicable laws. Signature of Authorized Official Date Title 407 APPENDIX TO CERTIFICATIONS INSTRUCTIONS CONCERNING LOBBYING CERTIFICATION: Lobbying Certification This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. 408 Annual Action Plan 2026 1 OMB Control No: 2506-0117 (exp. 09/30/2021) Executive Summary AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b) 1. Introduction This document, the City of Bozeman's CDBG program year 3 action plan, provides the vision, goals, and plan for allocating federal housing and community development funds granted to the City by the U.S. Department of Housing and Urban Development (HUD). The CDBG funds must benefit low to moderate income households. The HUD block grant funds covered by this plan include Community Development Block Grant (CDBG) entitlement funds only. CDBG primarily funds community and economic development activities. Broadly, some CDBG eligible activities include building and rehabilitating community centers and nonprofit facilities, improving public infrastructure such as sidewalks, lighting, water and sewer, and roads, supporting skill development and job acquisition for workers, and providing direct services to eligible individuals. CDBG funds can be used for some housing activities including home rehabilitation, accessibility improvements to accommodate persons living with disabilities, and down payment assistance for homebuying – as well as emergency and disaster response assistance. 2. Summarize the objectives and outcomes identified in the Plan The greatest housing and community development needs in Bozeman identified through the development of the Consolidated Plan include: • More affordable rental housing options, particularly for local workforce; • More affordable homeownership opportunities; • More transitional housing and emergency shelter options; • More accessible housing and supportive housing; • Increased access to critical community services. 409 Annual Action Plan 2026 2 OMB Control No: 2506-0117 (exp. 09/30/2021) The five-year goals established to address housing and community development needs in Bozeman include: • Increase, protect and preserve affordable rental and homeownership housing opportunities by improving access to a diverse set of affordable housing, including but not limited to, naturally occurring affordable housing (NOAH), supportive housing for seniors and residents living with disabilities, and accessible housing. • Improve housing stability for individuals and households with critical needs, including persons experiencing or at-risk of homelessness by providing appropriate housing and service solutions grounded in Housing First approaches, including but not limited to, emergency shelter, transitional housing, and other supportive services to keep people in their current housing. • Improve community services by addressing critical needs and increased access to community programming, including but not limited to, eviction prevention, mental health services, chemical dependency services, and affordable and available childcare. The community services are activities and actions that do not violate any applicable Federal anti-discrimination laws, including Title VI of the Civil Rights Act of 1964. • Planning and Administration to support the goals articulated above. 3. Evaluation of past performance This is an evaluation of past performance that helped lead the grantee to choose its goals or projects. The City of Bozeman has completed nearly 2 years of administration of the CDBG Entitlement program. In late 2025, the City hired a Community Housing Manager who oversees much of the planning and administration of our CDBG program. In year 1, the City of Bozeman completed its first ever consolidated plan. With community participation and the development of a fair housing plan, the City identified four areas of need to successfully implement the CDBG funding. In program year 2, the City of Bozeman continued its work on the four areas of need and worked with local nonprofits to further refine specific areas of need for transitional housing. Over the remaining three years of our Consolidated Plan, we will continue to develop our CDBG program and build relationships with community partners to utilize our federal CDBG funding to ensure responsible stewardship and valuable impact to our community. 4. Summary of Citizen Participation Process and consultation process Summary from citizen participation section of plan. 410 Annual Action Plan 2026 3 OMB Control No: 2506-0117 (exp. 09/30/2021) The City of Bozeman’s primary goal for community participation is to facilitate engagement opportunities that allow for a broad and diverse representation of the community to participate in the development of the plan. Additionally, the City engaged with housing, economic, and other service agencies, organizations, and experts to gather current information on the needs and priorities of low- to moderate-income households in Bozeman. Specifically, the City actively engaged in meetings and participated in discussions with the Regional Housing Coalition, the Unhoused to Housed subcommittee, the Behavioral Health Coalition, the State of MT CoC, the Bozeman CoC, and Community Land Trust organizations. 5. Summary of public comments For this program year 3 action plan, we did not receive any public comments. We solicited comments via email and public notice, but we did not receive any comments. 6. Summary of comments or views not accepted and the reasons for not accepting them We did not receive any comments. 7. Summary This annual action plan for program year 3 incorporates activities that will move the City of Bozeman forward in successfully achieving our four goals of increasing and preserving housing options, supporting vulnerable populations, providing critical community services, and thorough planning and administration. The City of Bozeman agrees that its compliance in all respects with all applicable Federal anti-discrimination laws is material to the U.S. Government's payment decisions for purposes of section 3729(b)(4) of Title 31, United States Code. Additionally, the City of Bozeman will not operate any programs that violate any applicable Federal anti-discrimination laws, including Title VI of the Civil Rights Act of 1964. 411 Annual Action Plan 2026 4 OMB Control No: 2506-0117 (exp. 09/30/2021) PR-05 Lead & Responsible Agencies – 91.200(b) 1. Agency/entity responsible for preparing/administering the Consolidated Plan Describe the agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source. Agency Role Name Department/Agency CDBG Administrator BOZEMAN City of Bozeman Finance Department Table 1 – Responsible Agencies Narrative (optional) Consolidated Plan Public Contact Information: Jamie Grabinski, Procurement Coordinator City of Bozeman, Finance Department Jamie.grabinski@bozemanmt.gov 406-582-2364 412 Annual Action Plan 2026 5 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-10 Consultation – 91.100, 91.200(b), 91.215(l) Introduction This section summarizes how the City of Bozeman coordinates with housing providers, other relevant government departments and agencies, including the Continuum of Care, and reviews how the City consulted with stakeholders during the development of the program year 3 action plan. Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(l)) The City works with the Regional Housing Coalition to inform and shape priorities and strategies to address housing needs. The Regional Housing Coalition hosts a subcommittee called the Unhoused to Housed Initiative (a committee with representation from homeless service providers and City and County officials and personnel) that assesses service gaps and develops regional strategies and priorities to address homelessness. The City of Bozeman and Gallatin County do not have a public housing authority. The Human Resource Development Council of District IX, Inc. (HRDC) has acted as a nonprofit housing authority for the City and County since 1995. In the last year, we met with HRDC and Family Promise both housing providers to understand the immediate needs for vulnerable populations in our community. Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness. Our coordination with the Continuum of Care is an ongoing conversation. For this year 3 action plan, we coordinated with several partners to further discuss the needs and our plans to address homelessness and increase transitional housing in this program year. Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards for and evaluate outcomes of projects and activities assisted by ESG funds, and develop funding, policies and procedures for the operation and administration of HMIS City of Bozeman collaborates with HRDC, which manages our region’s CoC services. The Regional Housing Coalition hosts a subcommittee called the Unhoused to Housed Initiative (a committee with representation from homeless service providers and City and County officials and personnel) that assesses service gaps and develops regional strategies and priorities to address homelessness. HRDC, as the ESG grantee determines how to allocate ESG funds, develop performance standards, evaluate outcomes, develop funding, policies, and procedures for the administration of HMIS. The City meets 413 Annual Action Plan 2026 6 OMB Control No: 2506-0117 (exp. 09/30/2021) with HRDC monthly to discuss issues such as homelessness, transitional housing, rapid rehousing, permanent supportive housing, navigation services, and first-time homebuyer education. The City also supports HRDC’s year-round shelter. 2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdiction’s consultations with housing, social service agencies and other entities 1 Agency/Group/Organization HRDC District 9 Bozeman Agency/Group/Organization Type Services - Housing Services-homeless Services-Health Services-Employment Services - Broadband Internet Service Providers Services - Narrowing the Digital Divide What section of the Plan was addressed by Consultation? Housing Need Assessment Homeless Needs - Chronically homeless Homeless Needs - Families with children Homelessness Needs - Veterans Homelessness Needs - Unaccompanied youth Homelessness Strategy Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? An HRDC representative provided input of ongoing needs for the homeless in our community. The anticipated outcome is partnership to address homelessness and additional transitional housing. 2 Agency/Group/Organization Family Promise of Gallatin Valley Agency/Group/Organization Type Services - Housing Services-Children Services-homeless Services - Broadband Internet Service Providers Services - Narrowing the Digital Divide Agency - Managing Flood Prone Areas Agency - Management of Public Land or Water Resources Agency - Emergency Management 414 Annual Action Plan 2026 7 OMB Control No: 2506-0117 (exp. 09/30/2021) What section of the Plan was addressed by Consultation? Homeless Needs - Families with children Homelessness Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? We met with Family Promise in person to discuss their needs for providing housing to homeless families with children. We discussed completion of the infrastructure project at A Journey Home to open 8 additional transitional housing units for families in need. 3 Agency/Group/Organization Montana Legal Services Agency/Group/Organization Type Service-Fair Housing Legal information What section of the Plan was addressed by Consultation? Legal information Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? We consulted with Montana Legal Services on best practices for establishing an eviction prevention program. The anticipated outcome is to have an eviction prevention program. 4 Agency/Group/Organization Montana Continuum of Care Agency/Group/Organization Type Statewide Continuum of Care What section of the Plan was addressed by Consultation? Housing Needs Assessment Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? We worked on emergency and transitional housing coordination. The anticipated outcome is to increase funding support between municipalities for operations at emergency shelters and transitional housing facilities. 5 Agency/Group/Organization Regional Housing Coalition Agency/Group/Organization Type Housing Coalition What section of the Plan was addressed by Consultation? Strategic Plan Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? We worked with the Coalition to access funding sources to reduce the financial burden on nonprofits who operate emergency and transitional housing facilities. 415 Annual Action Plan 2026 8 OMB Control No: 2506-0117 (exp. 09/30/2021) Table 2 – Agencies, groups, organizations who participated Identify any Agency Types not consulted and provide rationale for not consulting We did not consult with childcare service providers or emergency management for this program year. We did not intentionally exclude any agency from participation. Other local/regional/state/federal planning efforts considered when preparing the Plan Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan? Continuum of Care Montana Continuum of Care Coalition No CoC plan. The City consulted with a representative from the Montana Continuum of Care Coalition to help inform the goals of this Consolidated Plan. 2023 Belonging in Bozeman City of Bozeman The Consolidated plan including program year three were developed in alignment with the Belonging in Bozeman goals. 2020 Community Housing Action Plan City of Bozeman The Community Housing Action Plan outlines a partnership framework to address community housing in Bozeman over the next five years. The CHAP helped to inform the development of the Consolidated Plan goals. Table 3 – Other local / regional / federal planning efforts Narrative (optional) 416 Annual Action Plan 2026 9 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-12 Participation – 91.105, 91.200(c) 1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal setting. To be determined Citizen Participation Outreach Sort Ord er Mode of Outre ach Target of Outre ach Summary of response/attend ance Summary of comments recei ved Summary of comm ents not accepted and reasons URL (If applicable) 1 Newspaper Ad Non- targeted/broad community none none www.bozemanmt.gov/CDBGGac tionplan 2 3 Table 4 – Citizen Participation Outreach 417 Annual Action Plan 2026 10 OMB Control No: 2506-0117 (exp. 09/30/2021) Expected Resources AP-15 Expected Resources – 91.220(c)(1,2) Introduction Anticipated FY2026 Program year 3 resources, as well as the estimated amount available for the remainder of the Con Plan for the City of Bozeman, are described below. Anticipated Resources Program Source of Funds Uses of Funds Expected Amount Available Year 1 Expected Amount Available Remainder of Con Plan $ Narrative Description Annual Allocation: $ Program Income: $ Prior Year Resources: $ Total: $ CDBG Public- federal Admin and Planning Economic Development Housing Public Improvements Public Services $355,712 $0 $566,380 $922,092 $711,424 A portion of prior year resources are encumbered for current, ongoing activities. Planning and Administration will be funded based on the applicable cap. The expected amount available for the remainder of the Con Plan is our annual allocation *2 remaining years of the Con Plan. Table 5 - Expected Resources – Priority Table 418 Annual Action Plan 2026 11 OMB Control No: 2506-0117 (exp. 09/30/2021) Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied There are no matching requirements for CDBG funding. However, the City of Bozeman provided local funds for transitional housing agreements with HRDC and Family Promise who will work with Haven as needed for domestic violence victims. Also there is additional administrative support for CDBG that it does not directly support. If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan Within the city boundaries, publicly owned land suitable for development is incredibly limited. However, the City is actively seeking out and pursuing partnerships with other government agencies, organizations, and local entities to find and develop land suitable for affordable and workforce housing. Discussion No discussion. Annual Goals and Objectives AP-20 Annual Goals and Objectives 419 Annual Action Plan 2026 12 OMB Control No: 2506-0117 (exp. 09/30/2021) Goals Summary Information Sort Order Goal Name Start Year End Year Category Geographic Area Needs Addressed Funding Goal Outcome Indicator 1 Increasing and Preserving Housing Options 2025 2029 Affordable Housing Citywide Affordable Rental Housing Affordable Homeownership Opportunities Accessible Housing CDBG: $311,623.00 ($170,509.00 carry- over amount; $141,114.00 program year 3 allocation) Other: 1 Other 2 Supporting Vulnerable Populations 2025 2029 Homeless Citywide Emergency Shelter and Transitional Housing CDBG: $347,820.55 ($257,721.55 carry-over amount; $90,099.00 program year 3 allocation) Homeless Person Overnight Shelter: 75 Persons Assisted Overnight/Emergency Shelter/Transitional Housing Beds added: 30 Beds 3 Critical Community Services 2025 2029 Non-Housing Community Development Citywide Community Services CDBG: $153,525.00 ($100,168.00 carry- over amount; $53,357 program year 3 allocation) Public service activities other than Low/Moderate Income Housing Benefit: 100 Persons Assisted 420 Annual Action Plan 2026 13 OMB Control No: 2506-0117 (exp. 09/30/2021) Sort Order Goal Name Start Year End Year Category Geographic Area Needs Addressed Funding Goal Outcome Indicator 4 Planning and Administration 2025 2029 Planning and Administration Citywide Affordable Rental Housing Affordable Homeownership Opportunities Accessible Housing Emergency Shelter and Transitional Housing Community Services CDBG: $139,602.06 ($68,460.06 carry- over amount; $71,142 Program year 3 allocation) Other: 1 Other Table 6 – Goals Summary Goal Descriptions 1 Goal Name Increasing and Preserving Housing Options Goal Description Increase, protect and preserve affordable rental and homeownership housing opportunities by improving access to a diverse set of affordable housing, including but not limited to, naturally occurring affordable housing (NOAH), supportive housing for seniors and residents living with disabilities, and accessible housing. 2 Goal Name Supporting Vulnerable Populations Goal Description Improve housing stability for individuals and households with critical needs, including persons experiencing or at-risk of homelessness by providing appropriate housing and service solutions grounded in Housing First approaches, including but not limited to, emergency shelter, transitional housing, and other supportive services. 421 Annual Action Plan 2026 14 OMB Control No: 2506-0117 (exp. 09/30/2021) 3 Goal Name Critical Community Services Goal Description Improve community services by addressing critical needs and promoting equity through improved or increased access to community programming, including but not limited to, mental health services, chemical dependency services, and affordable and available childcare. The City of Bozeman will not operate any programs that violate any applicable Federal anti-discrimination laws, including Title VI of the Civil Rights Act of 1964. 4 Goal Name Planning and Administration Goal Description Support the implementation of the three goals articulated above. The City of Bozeman agrees that its compliance in all respects with all applicable Federal anti-discrimination laws is material to the U.S. Government’s payment decisions for purposes of section 3729(b)(4) of title 31, United States Code. 422 Annual Action Plan 2026 15 OMB Control No: 2506-0117 (exp. 09/30/2021) Projects AP-35 Projects – 91.220(d) Introduction Based on the Consolidated Plan goals, the table below describes the projects that will be funded in Program Year (PY) 2026-2027. During this program year, the City of Bozeman agrees that its compliance in all respects with all applicable Federal anti-discrimination laws is material to the U.S. Government’s payment decisions for purposes of section 3729(b)(4) of title 31, United States Code. Furthermore, the City of Bozeman will not operate any programs that violate any applicable Federal anti-discrimination laws, including Title VI of the Civil Rights Act of 1964. Projects # Project Name 1 Emergency and transitional housing facilities 2 Public Services 3 Planning and Administration 4 Increasing and Preserving Housing Options Table 7 - Project Information Describe the reasons for allocation priorities and any obstacles to addressing underserved needs These priorities meet an increasing need in the Bozeman community by addressing the most acute housing needs through the additional of transitional and emergency housing, the cost-effective preservation of naturally occurring ah and supportive housing for underserved seniors and people with disabilities. Housing affordability has remained one of the defining challenges facing Bozeman residents for more than a decade. While the rapid escalation in housing prices experienced during the COVID-19 pandemic has moderated, housing costs continue to outpace local incomes, leaving many households unable to secure stable, affordable housing. 423 Annual Action Plan 2026 16 OMB Control No: 2506-0117 (exp. 09/30/2021) The City of Bozeman's 2024–2028 Community Development Block Grant Consolidated Plan found that more than half (55 percent) of renter households were housing cost burdened, paying more than 30 percent of their income toward housing costs. The plan also identifies affordable housing, homelessness, and housing stability among the community's highest community development priorities. Despite increased residential construction in recent years, the persistence of high housing cost burdens demonstrates that additional housing supply has not yet translated into affordability for many low- and moderate-income households. The 2026 Gallatin Association of Realtors “Gallatin Valley Housing Report” reinforces these findings. While the housing market has become more balanced than during the height of the COVID-19 pandemic, home prices remain historically high, with the median sales price in Gallatin County still approximately double what it was in 2019. The report also notes that vacancy rates remain constrained and that thousands of housing units are unavailable for year-round occupancy because they are used seasonally or otherwise remain vacant. Together, these conditions continue to limit housing opportunities for Bozeman's workforce, seniors, young families, and other residents seeking attainable housing. These priorities recognize that improving housing affordability requires a coordinated, community-wide approach. They focus on preventing and reducing homelessness, minimizing displacement, supporting aging in place and universal accessibility, increasing community understanding of housing needs, and advancing local and state policies that expand housing opportunities. Together, these efforts seek to ensure that residents of all ages, abilities, and income levels have the opportunity to live safely, stably, and affordably in Bozeman. AP-38 Project Summary Project Summary Information 1 Project Name Emergency and transitional housing facilities Target Area Citywide Goals Supported Supporting Vulnerable Populations Needs Addressed Emergency Shelter and Transitional Housing Funding CDBG: $347,820.55 424 Annual Action Plan 2026 17 OMB Control No: 2506-0117 (exp. 09/30/2021) Description This project is a public facilities and improvement project focusing on Homeless Facilities (matrix code 03C), which could include acquisition, construction, conversion of buildings, or rehabilitation of temporary shelters and transitional housing for the homeless, including victims of domestic violence, dating violence, sexual assault or stalking, disaster victims, runaway children, drug offenders, and parolees. The intent is to improve housing stability for individuals and households with critical needs, including persons experiencing or at-risk of homelessness by providing appropriate housing solutions grounded in Housing First approaches, including but not limited to, emergency shelter and transitional housing. Target Date 12/31/2027 Estimate the number and type of families that will benefit from the proposed activities This proposed activity will open eight units for very low-, low-, and moderate-income families who need transitional housing. Location Description Bozeman, Montana Planned Activities The planned activity is to assist with a water infrastructure project that will open eight additional units for transitional housing with Family Promise. 2 Project Name Public Services Target Area Citywide Goals Supported Critical Community Services Needs Addressed Community Services Funding CDBG: $153,525.00 Description Improve community services by addressing critical needs through increased access to community programming, including but not limited to, mental health services, chemical dependency services, and affordable and available childcare. Target Date 9/30/2029 425 Annual Action Plan 2026 18 OMB Control No: 2506-0117 (exp. 09/30/2021) Estimate the number and type of families that will benefit from the proposed activities With this proposed activity, we estimate assisting 200 low to moderate income families. Location Description Bozeman, MT Planned Activities The planned activity is to provide an eviction prevention program. 3 Project Name Planning and Administration Target Area Citywide Goals Supported Planning and Administration Needs Addressed Affordable Rental Housing Affordable Homeownership Opportunities Accessible Housing Emergency Shelter and Transitional Housing Community Services Funding CDBG: $139,602.06 Description Planning and administration of CDBG funds. Target Date 9/30/2029 Estimate the number and type of families that will benefit from the proposed activities N/A Location Description Bozeman, MT Planned Activities Planning and administration of CDBG funds. 4 Project Name Increasing and Preserving Housing Options Target Area Citywide Goals Supported Increasing and Preserving Housing Options 426 Annual Action Plan 2026 19 OMB Control No: 2506-0117 (exp. 09/30/2021) Needs Addressed Affordable Rental Housing Affordable Homeownership Opportunities Accessible Housing Funding CDBG: $311,623.00 Description Increase, protect, and preserve affordable rental and home ownership housing opportunities by improving access to a diverse set of affordable housing, including but not limited to, naturally occurring affordable housing (NOAH), supportive housing for seniors and residents living with disabilities, and accessible housing. Target Date 9/30/2029 Estimate the number and type of families that will benefit from the proposed activities We estimate that this proposed activity will benefit one to two low to moderate income families. Location Description Bozeman, Montana Planned Activities Affordable housing constructed 427 Annual Action Plan 2026 20 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-50 Geographic Distribution – 91.220(f) Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed The City of Bozeman will not distribute funds geographically. Geographic Distribution Target Area Percentage of Funds Citywide 100 Table 8 - Geographic Distribution Rationale for the priorities for allocating investments geographically n/a Discussion No discussion. 428 Annual Action Plan 2026 21 OMB Control No: 2506-0117 (exp. 09/30/2021) Affordable Housing AP-55 Affordable Housing – 91.220(g) Introduction One Year Goals for the Number of Households to be Supported Homeless 85 Non-Homeless Special-Needs Total 85 Table 9 - One Year Goals for Affordable Housing by Support Requirement One Year Goals for the Number of Households Supported Through: Rental Assistance The Production of New Units Rehab of Existing Units Acquisition of Existing Units Total Table 10 - One Year Goals for Affordable Housing by Support Type Discussion Projects in this action plan focus on public services and emergency and transitional housing facilities. 429 Annual Action Plan 2026 22 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-60 Public Housing – 91.220(h) Introduction There are no public housing units in the City of Bozeman. Actions planned during the next year to address the needs to public housing n/a Actions to encourage public housing residents to become more involved in management and participate in homeownership n/a If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance n/a Discussion No discussion. 430 Annual Action Plan 2026 23 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction As highlighted in the City’s Strategic Plan, the City developed a coordinated strategy to address homelessness in the Bozeman area in partnership with HRDC, Family Promise and domestic violence shelters. Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including: Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs As highlighted in the City’s Strategic Plan, the City works with different entities such as Family Promise, Haven, HRDC, and the Regional Housing Coalition to address homelessness in Bozeman. Our first strategy is to “Identify and prioritize Housing First approaches to address housing instability and homelessness.” The City will continue to work collaboratively with its local community partners to provide funding and other resources to support residents experiencing homelessness to not only help assess their own unique individual needs, but to work toward developing a strategy to address homelessness in Bozeman that is built upon the lived experience of unhoused residents in the community. Addressing the emergency shelter and transitional housing needs of homeless persons The City’s first housing goal includes a recommendation to address the emergency and transitional housing needs of Bozeman residents experiencing homelessness. The City is currently addressing this need by contracting with two non-profit entities, Family Promise and HRDC (using City General Fund dollars and Economic Development funds) to provide transitional housing services. These two entities also work with the domestic violence shelter Haven as needed. This effort aligns with Goal 2 of the Consolidated Plan. Transitional housing is one of the most critical housing needs for unhoused residents in Bozeman. Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again. The City of Bozeman Economic Development department contracts with HRDC and Family Promise to address this need in the current transitional housing contracts. Helping low-income individuals and families avoid becoming homeless, especially extremely 431 Annual Action Plan 2026 24 OMB Control No: 2506-0117 (exp. 09/30/2021) low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs. The City’s Belonging in Bozeman Plan includes other recommendations to ensure that low-income individuals and families, as well as residents receiving assistance from public and private agencies, find safe, secure, and affordable housing. One of the recommendations under the City’s goal of developing a coordinated strategy to address homelessness in the area is “Working with partners to leverage creative funding mechanisms, incentives, existing assets to increase long-term affordable housing supply and housing preservation for people earning below 60% AMI.” This recommendation aims to increase the supply of housing that is available to low-income residents in Bozeman, including residents who are currently in need of housing and other service assistance. Other goals include: • Promote aging in place and universally accessible residential development; • Support and defend local housing solutions at the state legislature; • Support continuing education for health professionals on working with underserved communities; • Increase coordination between health agencies to reduce barriers to healthcare services and programs; • Increase wrap-around support and resources available to students experiencing homelessness; • Support the growing Hispanic + Latino workforce in our economy and community; • Increase knowledge and use of resources for underserved communities; and Prioritize food access for low-income communities. Discussion No discussion. 432 Annual Action Plan 2026 25 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-75 Barriers to affordable housing – 91.220(j) Introduction: As articulated in the housing market analysis, several barriers to affordable housing development were identified in Bozeman. Barriers identified by stakeholders included the high cost of infrastructure, complex and development code, high cost and lack of availability of land, cost of labor, short construction season, restrictive private covenants, and community pushback. Additionally, stakeholders highlighted the State’s removal of a jurisdiction’s regulatory authority to allow inclusionary zoning as another barrier. Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment Several of these strategies have and continue to be implemented. In addition to its existing community housing inventory of over 1600 affordable rentals and close to100 affordable homeownership units, as of June 2026, there are an additional 1200 community housing affordable units in the project pipeline. The City of Bozeman will continue to implement the strategies above and will look to leverage other opportunities and partnerships that help reduce barriers to affordable housing development in the city. The City of Bozeman leverages a variety of programs, public and private, to fill the large financial gaps in affordable housing projects due to the escalating costs of land, labor, lumber and lending. The tools currently at the City’s disposal include the Community Housing Fund, a yearly general fund allocation, Urban Renewal funds when a project is located within an Urban Renewal District, 4% or 9% Low Income Housing Tax Credits when available, and when awarded by the State of Montana, and the Gallatin Housing Impact Fund, a targeted $10M privately raised low-interest revolving loan fund. Occasionally, there is overlap between the geographically constrained URD and LIHTC boundaries where the City can pair and sometimes triple the incentive to lower the AMI and increase long term affordability. The City will also look for opportunities to support and defend local housing solutions at the state legislature and Identify and pursue local and state revenue streams for the creation of affordable housing and housing assistance programs, including dedicated mills to affordable housing projects and preserving the ability to use Tax Increment Financing as a tool for affordable housing The City of Bozeman will continue to implement the strategies above and will look to leverage other opportunities and partnerships that help reduce barriers to affordable housing development in the city. The process to develop this plan was grounded in input from community members and partner organizations to define needs, gather data, and chart a path forward. Community engagement efforts on reducing barriers to participation and creating multiple ways for everyone to help establish the vision 433 Annual Action Plan 2026 26 OMB Control No: 2506-0117 (exp. 09/30/2021) for the plan, generate goals, and define the specific recommendations to achieve them. Discussion: No discussion. 434 Annual Action Plan 2026 27 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-85 Other Actions – 91.220(k) Introduction: Each action is listed under its respective section. There are no other actions. Actions planned to address obstacles to meeting underserved needs Actions planned to address obstacles to meeting underserved needs are listed in Section AP-65. Actions planned to foster and maintain affordable housing Actions planned to foster and maintain affordable housing are listed in Section AP-75. Actions planned to reduce lead-based paint hazards Actions planned to reduce lead-based paint hazards are listed in Section SP-65. Actions planned to reduce the number of poverty-level families Actions planned to reduce the number of poverty-level families are listed in Section SP-70. Actions planned to develop institutional structure Actions planned to develop institutional structure are listed in Section SP-40. Actions planned to enhance coordination between public and private housing and social service agencies Actions planned to enhance coordination between public and private housing and social services agencies are listed in Section SP-40. Discussion: No discussion. 435 Annual Action Plan 2026 28 OMB Control No: 2506-0117 (exp. 09/30/2021) Program Specific Requirements AP-90 Program Specific Requirements – 91.220(l)(1,2,4) Introduction: CDBG funded projects planned are identified in the projects table. Community Development Block Grant Program (CDBG) Reference 24 CFR 91.220(l)(1) Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out. 1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed $0.00 2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan $0.00 3. The amount of surplus funds from urban renewal settlements $0.00 4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan. $0.00 5. The amount of income from float-funded activities $0.00 Total Program Income: $0.00 Other CDBG Requirements 1. The amount of urgent need activities 2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate income. Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan. $0.00 100% 436 OMB Number: 4040-0004 Expiration Date: 03/31/2029 * 1. Type of Submission: * 2. Type of Application: * 3. Date Received: 4. Applicant Identifier: 5a. Federal Entity Identifier: 5b. Federal Award Identifier: 6. Date Received by State: 7. State Application Identifier: * a. Legal Name: * b. Employer/Taxpayer Identification Number (EIN/TIN): * c. UEI: * Street1: Street2: * City: County/Parish: * State: Province: * Country: * Zip / Postal Code: Department Name: Division Name: Prefix: * First Name: Middle Name: * Last Name: Suffix: Title: Organizational Affiliation: * Telephone Number: Fax Number: * Email: * If Revision, select appropriate letter(s): * Other (Specify): State Use Only: 8. APPLICANT INFORMATION: d. Address: e. Organizational Unit: f. Name and contact information of person to be contacted on matters involving this application: Application for Federal Assistance SF-424 Preapplication Application Changed/Corrected Application New Continuation Revision 06/17/2026 City of Bozeman 81-6001238 EEAPKALAEM35 121 North Rouse Avenue Bozeman MT: Montana USA: UNITED STATES 59715-3740 Finance Grants Jamie Grabinski Grants Coordinator Employee 406-582-2364 jamie.grabinski@bozemanmt.gov 437 * 9. Type of Applicant 1: Select Applicant Type: Type of Applicant 2: Select Applicant Type: Type of Applicant 3: Select Applicant Type: * Other (specify): * 10. Name of Federal Agency: 11. Assistance Listing Number: Assistance Listing Title: * 12. Funding Opportunity Number: * Title: 13. Competition Identification Number: Title: 14. Areas Affected by Project (Cities, Counties, States, etc.): * 15. Descriptive Title of Applicant's Project: Attach supporting documents as specified in agency instructions. Application for Federal Assistance SF-424 C: City or Township Government U.S. Department of Housing and Urban Development 14.218 Community Development Block Grant Program for Entitlement Communities Leave blank per HUD Entitlement, Sec 106(b) 2026-2027 Community Development Block Grant for Entitlement Community of Bozeman, MT for Program Year three (3) View AttachmentsDelete AttachmentsAdd Attachments View AttachmentDelete AttachmentAdd Attachment 438 * a. Federal * b. Applicant * c. State * d. Local * e. Other * f. Program Income * g. TOTAL . Prefix: * First Name: Middle Name: * Last Name: Suffix: * Title: * Telephone Number: * Email: Fax Number: * Signature of Authorized Representative: * Date Signed: 18. Estimated Funding ($): 21. *By signing this application, I certify (1) to the statements contained in the list of certifications** and (2) that the statements herein are true, complete and accurate to the best of my knowledge. I also provide the required assurances** and agree to comply with any resulting terms if I accept an award. I am aware that any false, fictitious, or fraudulent statements or claims may subject me to criminal, civil, or administrative penalties. (U.S. Code, Title 18, Section 1001) ** The list of certifications and assurances, or an internet site where you may obtain this list, is contained in the announcement or agency specific instructions. Authorized Representative: Application for Federal Assistance SF-424 * a. Applicant Attach an additional list of Program/Project Congressional Districts if needed. * b. Program/Project * a. Start Date: * b. End Date: 16. Congressional Districts Of: 17. Proposed Project: MT-01 MT-01 Add Attachment Delete Attachment View Attachment 10/01/2026 09/30/2027 355,712.00 0.00 0.00 0.00 596,858.61 0.00 952,570.61 a. This application was made available to the State under the Executive Order 12372 Process for review on b. Program is subject to E.O. 12372 but has not been selected by the State for review. c. Program is not covered by E.O. 12372. Yes No Add Attachment Delete Attachment View Attachment ** I AGREE Mr.Joey Morrison Mayor 406-582-2306 joey.morrison@bozemanmt.gov * 20. Is the Applicant Delinquent On Any Federal Debt? (If "Yes," provide explanation in attachment.) * 19. Is Application Subject to Review By State Under Executive Order 12372 Process? If "Yes", provide explanation and attach 439