HomeMy WebLinkAboutCommunity Development Block Grant 2026 Annual Action Plan Annual Action Plan
2026
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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.
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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.
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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.
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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
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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
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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
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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.
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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)
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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
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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
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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
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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
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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.
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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.
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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.
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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
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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
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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
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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
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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.
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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.
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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.
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
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
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
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.
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
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
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
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.
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
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.
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
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%
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
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):
Joey Morrison
Mayor
City of Bozeman, MT
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
8/7/2026
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).
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
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
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
Mayor
8/6/2026
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
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
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
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
Mayor
8/6/2026
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.
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
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
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
* 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
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
* 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
0.00
0.00
355,712.00
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
Docusign Envelope ID: 627FC907-8E17-822B-80C2-017A3A3E8DF2
8/6/2026
Mayor
Certificate Of Completion
Envelope Id: 627FC907-8E17-822B-80C2-017A3A3E8DF2 Status: Completed
Subject: Complete with Docusign: CDBG_Annual_Action_Plan_Program_Year_3.pdf, 424B_Draft.pdf, Non_State_C...
Source Envelope:
Document Pages: 37 Signatures: 4 Envelope Originator:
Certificate Pages: 5 Initials: 0 Alex Newby
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US &
Canada)
Stamps: 4 PO Box 1230
Bozeman, MT 59771
alex.newby@bozemanmt.gov
IP Address: 155.190.3.5
Record Tracking
Status: Original
8/6/2026 3:05:44 PM
Holder: Alex Newby
alex.newby@bozemanmt.gov
Location: DocuSign
Security Appliance Status: Connected Pool: StateLocal
Signer Events Signature Timestamp
Joey Morrison
joey.morrison@bozemanmt.gov
Mayor
Security Level: Email, Account Authentication
(None)Signature Adoption: Drawn on Device
Using IP Address:
2600:100e:b019:6e24:d8e3:1f4a:e4b:f3cd
Signed using mobile
Sent: 8/6/2026 3:41:47 PM
Viewed: 8/6/2026 4:07:24 PM
Signed: 8/6/2026 4:07:47 PM
Electronic Record and Signature Disclosure:
Accepted: 8/6/2026 4:07:24 PM
ID: c220ddbe-e67f-4b5c-9198-b4579b05afa4
Joey Morrison
joey.morrison@bozemanmt.gov
Mayor
Security Level: Email, Account Authentication
(None)Signature Adoption: Drawn on Device
Using IP Address: 198.60.110.92
Signed using mobile
Sent: 8/7/2026 9:27:56 AM
Viewed: 8/7/2026 9:30:24 AM
Signed: 8/7/2026 9:30:34 AM
Electronic Record and Signature Disclosure:
Accepted: 8/7/2026 9:30:24 AM
ID: fb53c980-b12c-4fc4-8126-39ac6ab17b9f
Alex Newby
alex.newby@bozemanmt.gov
Deputy City Clerk
City of Bozeman
Security Level: Email, Account Authentication
(None)Using IP Address: 155.190.3.5
Sent: 8/6/2026 4:07:49 PM
Resent: 8/7/2026 9:30:37 AM
Viewed: 8/7/2026 9:44:23 AM
Signed: 8/7/2026 9:46:05 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Jamie Grabinski
Jamie.Grabinski@bozemanmt.gov
Procurement Coordinator
City of Bozeman
Security Level: Email, Account Authentication
(None)
Sent: 8/6/2026 3:41:46 PM
Viewed: 8/7/2026 9:10:24 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Brian Guyer
brian.guyer@bozemanmt.gov
Security Level: Email, Account Authentication
(None)
Sent: 8/6/2026 3:41:46 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Michelle Chapel
michelle.chapel@bozemanmt.gov
Records Coordinator
City Bozeman
Security Level: Email, Account Authentication
(None)
Sent: 8/7/2026 9:46:07 AM
Electronic Record and Signature Disclosure:
Accepted: 2/24/2026 9:38:21 AM
ID: 1fa4538c-9b38-40d2-9e1a-390aa0445f47
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 8/6/2026 3:41:46 PM
Envelope Updated Security Checked 8/7/2026 9:27:55 AM
Envelope Updated Security Checked 8/7/2026 9:27:55 AM
Envelope Updated Security Checked 8/7/2026 9:27:56 AM
Envelope Updated Security Checked 8/7/2026 9:27:56 AM
Certified Delivered Security Checked 8/7/2026 9:44:23 AM
Signing Complete Security Checked 8/7/2026 9:46:05 AM
Completed Security Checked 8/7/2026 9:46:07 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City Manager (we, us or Company) may be required by law to provide to you
certain written notices or disclosures. Described below are the terms and conditions for providing
to you such notices and disclosures electronically through the DocuSign system. Please read the
information below carefully and thoroughly, and if you can access this information electronically
to your satisfaction and agree to this Electronic Record and Signature Disclosure (ERSD), please
confirm your agreement by selecting the check-box next to ‘I agree to use electronic records and
signatures’ before clicking ‘CONTINUE’ within the DocuSign system.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available
electronically to you by us. You will have the ability to download and print documents we send
to you through the DocuSign system during and immediately after the signing session and, if you
elect to create a DocuSign account, you may access the documents for a limited period of time
(usually 30 days) after such documents are first sent to you. After such time, if you wish for us to
send you paper copies of any such documents from our office to you, you will be charged a
$0.00 per-page fee. You may request delivery of such paper copies from us by following the
procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time
change your mind and tell us that thereafter you want to receive required notices and disclosures
only in paper format. How you must inform us of your decision to receive future notices and
disclosure in paper format and withdraw your consent to receive notices and disclosures
electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
you because we will need first to send the required notices or disclosures to you in paper format,
and then wait until we receive back from you your acknowledgment of your receipt of such
paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to
receive required notices and consents electronically from us or to sign electronically documents
from us.
All notices and disclosures will be sent to you electronically
Electronic Record and Signature Disclosure created on: 4/22/2022 3:30:54 PM
Parties agreed to: Joey Morrison, Joey Morrison, Michelle Chapel
Unless you tell us otherwise in accordance with the procedures described herein, we will provide
electronically to you through the DocuSign system all required notices, disclosures,
authorizations, acknowledgements, and other documents that are required to be provided or made
available to you during the course of our relationship with you. To reduce the chance of you
inadvertently not receiving any notice or disclosure, we prefer to provide all of the required
notices and disclosures to you by the same method and to the same address that you have given
us. Thus, you can receive all the disclosures and notices electronically or in paper format through
the paper mail delivery system. If you do not agree with this process, please let us know as
described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures
electronically from us.
How to contact City Manager:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to: mmaas@bozeman.net
To advise City Manager of your new email address
To let us know of a change in your email address where we should send notices and disclosures
electronically to you, you must send an email message to us at mmaas@bozeman.net and in the
body of such request you must state: your previous email address, your new email address. We
do not require any other information from you to change your email address.
If you created a DocuSign account, you may update it with your new email address through your
account preferences.
To request paper copies from City Manager
To request delivery from us of paper copies of the notices and disclosures previously provided
by us to you electronically, you must send us an email to mmaas@bozeman.net and in the body
of such request you must state your email address, full name, mailing address, and telephone
number. We will bill you for any fees at that time, if any.
To withdraw your consent with City Manager
To inform us that you no longer wish to receive future notices and disclosures in electronic
format you may:
i. decline to sign a document from within your signing session, and on the subsequent page,
select the check-box indicating you wish to withdraw your consent, or you may;
ii. send us an email to mmaas@bozeman.net and in the body of such request you must state your
email, full name, mailing address, and telephone number. We do not need any other information
from you to withdraw consent.. The consequences of your withdrawing consent for online
documents will be that transactions may take a longer time to process..
Required hardware and software
The minimum system requirements for using the DocuSign system may change over time. The
current system requirements are found here: https://support.docusign.com/guides/signer-guide-
signing-system-requirements.
Acknowledging your access and consent to receive and sign documents electronically
To confirm to us that you can access this information electronically, which will be similar to
other electronic notices and disclosures that we will provide to you, please confirm that you have
read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for
your future reference and access; or (ii) that you are able to email this ERSD to an email address
where you will be able to print on paper or save it for your future reference and access. Further,
if you consent to receiving notices and disclosures exclusively in electronic format as described
herein, then select the check-box next to ‘I agree to use electronic records and signatures’ before
clicking ‘CONTINUE’ within the DocuSign system.
By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm
that:
You can access and read this Electronic Record and Signature Disclosure; and
You can print on paper this Electronic Record and Signature Disclosure, or save or send
this Electronic Record and Disclosure to a location where you can print it, for future
reference and access; and
Until or unless you notify City Manager as described above, you consent to receive
exclusively through electronic means all notices, disclosures, authorizations,
acknowledgements, and other documents that are required to be provided or made
available to you by City Manager during the course of your relationship with City
Manager.