Welcome to the Montana webpage of the Volkswagen Diesel Emissions Environmental Mitigation Trust for State Beneficiaries, Puerto Rico, and the District of Columbia (the “State Trust”).  On January 29, 2018 the Trustee filed a Notice of Beneficiary Designation with the United States District Court for the Northern District of California (the “Court”), designating Montana as a Beneficiary of the State Trust.

As a Beneficiary, Montana is responsible for selecting Eligible Mitigation Actions and certifying that any such Eligible Mitigation Action meets all the requirements of the State Trust. The Trustee shall have no duty to monitor or supervise the use of Trust Funds paid in accordance with the Beneficiary’s Eligible Mitigation Action Certification (Appendix D-4) and Funding Direction forms or any Beneficiary’s compliance with an Eligible Mitigation Action. The Trustee may rely upon, with no further duty of inquiry, and shall be protected in acting upon, the certifications made by and delivered to it by the Beneficiaries. (See paragraph 3.5.4 of the Trust). 

Each Beneficiary is responsible for oversight of the proposed Eligible Mitigation Action (see paragraph 5.2.7 of the Trust) and each Beneficiary is required to maintain and make publicly available all documentation submitted in support of the each funding request and all records supporting all expenditures of Eligible Mitigation Action funds, subject to applicable laws governing the publication of confidential business information, together with an explanation of the procedure by which the Beneficiary shall make such documentation publicly available (see subparagraph 5.2.7.2 of the Trust). Beneficiaries are also responsible for certifying that all vendors were selected in accordance with state or tribal public contracting laws, as applicable (see paragraph 5.2.5 of the Trust).

Questions regarding Eligible Mitigation Actions: If you have questions or would like more information regarding Eligible Mitigation Actions, please contact the Lead Agency contact(s) designated for this Beneficiary.

On this webpage, you will find current and historical information and reports concerning Eligible Mitigation Actions, including (with references to sections of the State Trust agreement):

From the Trustee From the Beneficiary
  • Funding Requests (Approve, Deny, Request Modification/More Info) (5.2.16)
  • Funding Requests (D-4 Submission) (5.2.14)
  • Semi-Annual Reporting (3.3.1)
  • Semi-Annual Reports (5.3)

State-Specific Reports

Semi Annual Reporting Package

No documents available at this time.

Beneficiary Reporting Obligation

Montana Semi-Annual Report: July - December 2022

Last updated 01/30/2023 | PDF

Previous Reports

Report Name Updated Link to download
Montana Semi-Annual Report: January- June 2022 07/30/2022 Download PDF
Montana Semi-Annual Report: January - June 2021 08/01/2021 Download PDF
Montana Semi-Annual Report: April - December 2020 02/01/2021 Download PDF
Montana Semiannual Report (Oct 2019 - Mar 2020) 04/30/2020 Download PDF
Report Name Montana Semi-Annual Report: January- June 2022
Updated 07/30/2022
Download PDF
Report Name Montana Semi-Annual Report: January - June 2021
Updated 08/01/2021
Download PDF
Report Name Montana Semi-Annual Report: April - December 2020
Updated 02/01/2021
Download PDF
Report Name Montana Semiannual Report (Oct 2019 - Mar 2020)
Updated 04/30/2020
Download PDF

Estimates of Remaining Balance

No documents available at this time.

Funding Requests

Montana Clean Truck, Bus, & Airport Equipment - Street Sweepers

Approved by Trustee | Last updated 08/02/2022 | PDF

Montana Clean Truck Bus & Airport Equipment - AGSE

Approved by Trustee | Last updated 08/02/2022 | PDF

Montana Clean Truck Bus & Airport Equipment - School Buses

Approved by Trustee | Last updated 08/02/2022 | PDF

Montana Fast Charge Your Ride

Approved by Trustee | Last updated 06/14/2021 | PDF

Montana Clean Transit Bus Replacement

Approved by Trustee | Last updated 04/19/2021 | PDF

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State Trust Agreement

For a copy of the executed State Mitigation Trust agreement, please click here.

Download PDF

The above links require Adobe Acrobat Reader.

Disclaimer: This page is intended to be a helpful summary of some of the key points of the State Trust Agreement and the Indian Tribe Trust Agreement. If there is any conflict or discrepancy between the information on this page and the terms of the State Trust Agreement and/or the Indian Tribe Trust Agreement, the terms of the State Trust Agreement and/or the Indian Tribe Agreement shall govern. This website will be updated as more required information is available and approved for release.