1-RFP Medical Examiner RFP-ED2601.pdf

Milwaukee County

Request for Proposals

Acquisition and Development of the County Medical Examiner’s Office Building and its parcel 1.07 acres of land at 933 West Highland Avenue, Milwaukee, WI 53233

RFP # RFP-ED2601

Issue Date: March 23, 2026

INFORMATION SUMMARY SHEET

Request for Proposal Title: Acquisition and Development of land at 933 W. Highland Avenue, Milwaukee

Request for Proposal Number: RFP-ED2601

RFP Issuing Office: Milwaukee County – Department of Administration – Economic Development and Real Estate Services

RFP Issue Date: March 23, 2026

Deadline for Receipt of Questions: May 1, 2026

RFP Proposal Receipt Deadline (Rolling):

RFP Proposals will be accepted on a rolling deadline, every 3 months on the last Monday/Tuesday of the month, beginning

Tuesday, May 26, 2026 5:00 PM CDT.

The initial schedule of submission dates shall be as follows:

Tuesday, May 26, 2026 Monday, August 31, 2026

Monday, November 30, 2026 Monday, February 22, 2027

This schedule will continue until a Notice of Intent to Award is issued.

Bonfire Portal: https://countymilwaukee.bonfirehub.com/projects/228160/details

Bonfire Technical Support:

https://bonfirehub.zendesk.com/hc or support@gobonfire.com

RFP Administrator: Heather Reindl Email: heather.reindl@milwaukeecountywi.gov https://countymilwaukee.bonfirehub.com/projects/228160/details https://bonfirehub.zendesk.com/hc mailto:support@gobonfire.com

Table of Contents

Section Page

SECTION 1 - PURPOSE AND BACKGROUND

1.1 PURPOSE

1.2 BACKGROUND

SECTION 2 - CONDITIONS OF RFP

2.1 ZONING

2.2 POTENTIAL USE

2.3 UTILITIES

2.4 ENVIRONMENTAL CONDITIONS

2.5 SUBSOIL CONDITIONS

2.6 STORMWATER MANAGEMENT PLAN

2.7 CONVEYANCE CONDITIONS

2.8 PERFORMANCE DEPOSIT

2.9 TARGETED BUSINESS ENTERPRISE (TBE) UTILIZATION

2.10 WORKFORCE GOALS AND REPORTING

2.11 DEVELOPMENT AGREEMENT

2.12 GRANT OF OPTION

2.13 PROPERTY CLOSING

2.14 AUDIT

SECTION 3 – PROCESS AND CONTENT OF PROPOSAL

3.1 PRE-PROPOSAL CONFERENCE

3.2 PROPOSAL QUESTIONS

3.3 PROPOSER NOTIFICATION REQUIREMENT AND AMENDMENT

ACKNOWLEDGEMENT

3.4 PROPOSAL SUBMISSION

3.4.1 PROJECT DESCRIPTION

A. NARRATIVE

B. PLANS

C. PROJECT SCHEDULE

3.4.2 FINANCIAL FEASIBILITY

3.4.3 ZONING READINESS

3.4.4 GREEN DESIGN

3.4.5 EQUITY & COMMUNITY ENHANCEMENT

3.4.6 WORKFORCE: RESIDENTIAL HIRING GOAL AND PLAN

3.4.7 WORKFORCE: APPRENTICESHIP AND TRAINING OPPORTUNITIES GOAL

AND PLAN

3.4.8 PROJECTED TAX BASE

3.4.9 PROJECTED JOBS CREATED

3.5 DRAFT OF DEVELOPMENT AGREEMENT AND OPTION

SECTION 4 - CRITERIA FOR EVALUATION

4.1 EVALUATION PROCESS

4.2 EVALUATION CRITERIA

4.3 DETERMINATION

4.4 AWARD PROCESS

SECTION 5 - PROPOSAL TERMS AND CONDITIONS

5.1 FIRM COMMITMENT, AVAILABILITY, PROPOSAL VALIDITY

5.2 NON-INTEREST OF COUNTY EMPLOYEES AND OFFICIALS

5.3 COMPLIANCE WITH LOCAL, STATE AND FEDERAL LAWS AND

REGULATIONS

5.4 ERRORS, OMISSIONS, MINOR IRREGULARITIES AND RETAINED RIGHTS . 21

5.5 DISCLOSURE OF RFP INFORMATION

5.6 PROPOSAL ACCEPTANCE, REJECTION, CANCELLATION AND

WITHDRAWAL

5.7 INCURRED EXPENSES

5.8 PROTEST AND APPEALS PROCEDURES

5.9 FEDERAL REGULATIONS

ATTACHMENTS

Attachment A – Parcel Report

Attachment B – Assessor’s Report

Attachment C – Model Development Agreement

Attachment D – Model Option to Purchase

Attachment 1 - Proprietary Information Disclosure Form

Attachment 2 - EEOC Compliance Form

Attachment 3 - Sworn Statement of Proposer

Attachment 4 – Exceptions

Attachment 5 – Vendor Information Sheet

Attachment 6 – Conflict of Interest

Attachment 7 – Certification regarding Debarment and Suspension

SECTION 1 - PURPOSE AND BACKGROUND

1.1 PURPOSE

This Request for Proposal (RFP) is to solicit a buyer and developer for developed land at 933 West Highland Avenue, Milwaukee, WI 53233 in Milwaukee County. (See Attachment A).

The successful buyer and developer (“Successful Proposer”) will be required to enter into an Option to Purchase, a Development Agreement, and other commitments specified in Sections

2.11 and 2.12 below. This RFP will consider proposals to redevelop the property for a new use.

1.2 BACKGROUND

The property is a small 1.07 acre parcel of land at the corner of 10th Street and Highland Avenue in the City of Milwaukee’s downtown area.

The area in which this site exists has a mixture of residential, commercial, and government uses and is located in the downtown area of Milwaukee. The site shares a block with St. Ben’s Church and an apartment building. The building on the site was originally constructed in 1931 as part of Saint Anthony Hospital, a larger building included both this building and the neighboring apartment building, and was divided off and converted into the County’s medical examiner’s office in 1989. The current building is approximately 58,000 square feet over a lower level and first floor. There are connections between the building and the apartment building next door that have been closed off with firedoors, but some connects and shared HVAC and supportive systems may remain. The subject is further identified as TaxKey Parcel 3910882000. (See Attachment B).

SECTION 2 - CONDITIONS OF RFP

2.1 ZONING

The Property is zoned C9D(A), Civic Activity.

For more information on the City of Milwaukee’s C9D zoning regulations, please visit this link -http://city.milwaukee.gov/ImageLibrary/Groups/ccClerk/Ordinances/Volume-2/CH295-sub8.pdf.

2.2 POTENTIAL USE

The land use provisions and building/site requirements should align with any City of Milwaukee city planning provisions for the area. The site is within the boundaries of the City’s Downtown Area Plan. For more information on the Downtown Area Plan, please visit this link -https://city.milwaukee.gov/DCD/Planning/PlansStudies/AreaPlans/Downtown.

https://city.milwaukee.gov/DCD/Planning/PlansStudies/AreaPlans/Downtown

The Site has no notable environmental conditions that need to be taken into account.

2.3 UTILITIES

Municipal sewer and water are available to the Property. It is the responsibility of the Proposer to verify with the City of Milwaukee the location and capacity of the utilities necessary to serve the proposed development. The existence and/or suitability of laterals are the responsibility and obligation of the Proposer. Deferred assessments and/or charges/fees on the Property, if any, shall be the financial obligation of the Proposer.

2.4 ENVIRONMENTAL CONDITIONS

Property contains no known environmental conditions.

2.5 SUBSOIL CONDITIONS

Soil borings for the subject property were not available; however, existing improvements in the area suggest no developmental problems with subsoils. The Proposer is responsible for all costs associated with soil testing. Milwaukee County has no information regarding the bearing capacity of the soil and the Proposer accepts the Property in “AS-IS” condition, including without limitation, environmental and subsoil conditions.

2.6 STORMWATER MANAGEMENT PLAN

The management of stormwater and other surface discharge within the City of Milwaukee is a matter of that affects the health, safety and welfare of the city, its citizens and businesses.

In order to protect the health, safety and welfare of the public, the common council of the City of Milwaukee establishes a stormwater management system and authorizes the establishment of a fee in connection.

The costs of operating and maintaining the stormwater management system and financing necessary repairs, replacement, improvement and extension thereof should, to the maximum extent practicable, be allocated in direct relationship to the contributions to the system.

2.7 CONVEYANCE CONDITIONS

Conveyance of the Property shall be “AS-IS”, without warranty as to soil, subsoil and environmental conditions. Successful Proposer shall be responsible for all property development costs, including, but not limited to, extension of water and sewer laterals to the property line, vacation charges or fees, if any, deferred assessments, if any, and the replacement of sidewalks and curb cuts.

At closing, County shall include a deed restriction and right of reverter that the Property will be subject to the Successful Proposer commencing and completing the construction of the proposed development pursuant to the development schedule submitted by the Successful Proposer and approved by Milwaukee County. In the event the Successful Proposer fails to comply with the excavation commencement date in the proposed development schedule, Milwaukee County shall have the option to reclaim the Property through its right of reverter and the Property and the Successful Proposer agrees to re-convey the Property by “Quit Claim Deed”, free and clear of all liens, encumbrances, taxes, assessments and the rights of others, except those in existence, if any, prior to the conveyance of the Property to the Successful Proposer. The foregoing deed restriction and right of reverter shall be subordinated to all financing and investment interests necessary to construct the project.

2.8 PERFORMANCE DEPOSIT

The Successful Proposer shall submit to Milwaukee County, at or prior to closing, a Performance Deposit (“Deposit”) in the amount of $50,000. The Deposit shall serve as security for the satisfactory performance of the project obligations and commitments made in response to this Request for Proposals, the terms of the development agreement entered into by the Proposer and as a guarantee for the completion of the development project approved by the City of Milwaukee. No interest will be paid on the Deposit.

2.9 TARGETED BUSINESS ENTERPRISE (TBE) PARTICIPATION

The Successful Proposer shall comply with Chapter 42 of the Milwaukee County Ordinances. If awarded, as part of the Project any Contractor would be required to report TBE utilization to Economic Development and Real Estate Services and the Office of Economic Inclusion (OEI) via B2G Now online payment program. B2G Now is Milwaukee County online system available to both Prime and Sub contractors at no charge. B2G Now training is available through OEI.

The total project contract amount is an estimate. In some situations the TBE sub-contract amount might NOT be based on the total project contract amount. The goal percentage is based on the eligible scope of services that TBE participation can reasonably be obtained;

which might not be based on the total project contract amount. The commitment percentage is the key indicator of TBE participation. The Pass/Fail determination is based on the percentage stated in the RFP/BID. If the Prime is using one or multiple TBE companies the sum of the percentages MUST satisfy the minimum percentage stated in the RFP/BID.

When evaluating the performance of any project based on this RFP, Milwaukee County reserves the right to conduct compliance reviews and request, both from the prime Contractor and TBE sub-consultant(s), documentation that would indicate level of compliance. If the Contractor is not in compliance with the specifications, the County will notify the Contractor in writing of the corrective action that will bring the Contractor into compliance. If the Contractor fails or refuses to take corrective action as directed, Milwaukee County may take one or more of the actions listed below:

a. Terminate or cancel the contract, in whole or in part.

b. Remove the Contractor from the list of qualified consultant/service providers and refuse to accept future proposals for a period not to exceed three years.

c. Impose other appropriate sanctions, including withholding any retainage or other contract payments due which are sufficient to cover the unmet portion of the TBE goal, where the failure to meet the goal is the result of a finding by the OEI of consultant/service provider's bad faith.

d. If the Contractor has completed its contract, and the goal was not met due to an absence of good faith on the part of the consultant/service provider, the parties agree that the proper measure of damages for such non-compliance shall be the dollar amount of the unmet portion of the TBE goal. The County may in such case retain any unpaid contract amounts and retainage otherwise due the consultant/service provider, up to the amount of the unmet goal. If insufficient funds remain in the contract account to compensate the County up to that amount, Milwaukee County may bring suit to recover damages up to the amount of the unmet goal.

Definition of a TBE business: A TBE business is a for profit entity as a Disadvantaged Business Enterprise (DBE), Minority Business Enterprise (MBE), Women Business Enterprise (WBE) or Small Business Enterprise (SBE); must be certified or registered with the following:

DBE certified by the WisUCP MBE certified as a Minority Owned Business with the State of Wisconsin DOA WBE certified as a Women Owned Business with the State of Wisconsin DOA SBE registered (By Federal Size Standards, NAICS and registered in SAM)

TBE PARTICIPATION GOAL

The anticipated TBE participation percentage for this contract is: 25% TBE participation on development construction and 17% TBE participation on development professional services.

2.10 WORKFORCE GOALS AND REPORTING

It is the policy of Milwaukee County to ensure that its local workforce has an equal opportunity to participate in Milwaukee County contracting opportunities, and to ensure that apprenticeship and training opportunities are available to enhance the quality of the local workforce.

Prior to closing, Proposer will enter an agreement with Milwaukee County, to ensure compliance with its provision of the community benefits set forth in this RFP.

2.11 DEVELOPMENT AGREEMENT

Successful Proposer may be required to enter into a Development Agreement, as part of the Successful Proposer closing. The Development Agreement will include, but not be limited to, the project make-up, the commitments, obligations, audit access and a guarantee by the Successful Proposer, the schedule of the development project, the project design approved by the County, as well as the TBE and Workforce Hiring (Residential and Apprenticeship/Job Training) requirements. The attached Development Agreement is a model and will be negotiated with the selected proposer to reflect the actual proposal. Modifications may be made as part of the negotiations between Successful Proposer and County prior to closing, which may include without limitation, modifications to reporting mechanisms.

2.12 GRANT OF OPTION

The requirements of this section 2.12 are in addition to the Performance Deposit required in section 2.8 above.

Upon approval of a Successful Proposer by the County Executive, Comptroller and/or and individual from the Intergovernmental Cooperation Council (ICC) the Successful Proposer will be granted a nonassignable twelve (12) month option to purchase. The option period shall be used by the Proposer to satisfy or obtain any or all purchase and development requirements, tenant/financing commitments, approvals or licenses/permits from the City of Milwaukee and/or other regulatory agencies. Successful Proposer shall exercise the option on or before the expiration of the twelve-month option period and close the purchase within thirty (30) days thereafter. The Successful Proposer shall pay a $50,000 option fee in the form of a certified cashier’s check or money order for the twelve-month option period. The $50,000 option fee shall be credited against the purchase price at closing, but is nonrefundable if the sale does not close.

In the event the Successful Proposer does not exercise the option and finalize the purchase of the Property, 100% of all option fees paid (including those fees that increased the purchase price) will not be refunded.

2.13 PROPERTY CLOSING

Closing the sale is contingent on the completion of the following items to the satisfaction of Milwaukee County:

• Approval of the project design by the City of Milwaukee (with City permit to commence construction, if available). Final design shall be substantially consistent with the proposal approved by the County Executive, Comptroller and/or and individual from the Intergovernmental Cooperation Council (ICC).

• Project financing satisfactory to Milwaukee County.

• Executed Development Agreement, including TBE and Workforce goals.

2.14 AUDIT

The Successful Proposer shall allow the County, the County Audit Services Division and any other party the County may name, with or without notice, to audit, examine, access and make copies of any and all records, books files and premises of the Contractor for a period of up to three years following the date of last payment. The contractor understands and will abide by Milwaukee County Ordinance Chapter 34. Any subcontractors or other parties performing work on this Contract will be bound by the same terms and responsibilities as the Contractor. The Contractor agrees to prominently post in locations accessible to its employees County-provided bulletins concerning the County Fraud Hotline. All subcontracts or other agreements for work performed on this Contract will include written notice that the subcontractors or other parties understand and will comply with the terms and responsibilities.

SECTION 3 – PROCESS AND CONTENT OF PROPOSAL

3.1 PRE-PROPOSAL CONFERENCE

There will be a Pre-Proposal Site Visit with a guided walk through the building on Friday, April 24 at 1:00pm.

3.2 PROPOSAL QUESTIONS

This RFP is issued by the Milwaukee County Department of Administrative Services – Office of Economic Development and Real Estate Services. Proposers may submit questions and requests for clarification regarding this RFP. All questions regarding this RFP shall be made in writing, citing the RFP title, RFP number, page, section, and paragraph, and shall be submitted via Euna Procurement RFP page to the RFP Contact/Administrator as provided in Information Summary Sheet by May 1, 2026.

Questions sent to anyone other than the RFP Contact/Administrator will not be considered.

Responses to all questions and inquiries received by Milwaukee County will be posted on the Euna Procurement RFP page. It is the responsibility of Proposers to check this website for any and all information such as answers or addenda related to the RFP.

The RFP Contact/Administrator is the sole point of contact during this process and no information provided by any other personnel will be considered binding. Communication initiated by a proposer to any County official, employee or representative evaluating or considering the proposals, prior to the time of any award is prohibited unless at the explicit direction of the RFP Contact/Administrator and any such unauthorized communication may constitute grounds for rejection or elimination of a proposal from further consideration, in the sole discretion of the County.

All respondents should use this written document, its attachments and any amendments as the sole basis for responding.

3.3 PROPOSER NOTIFICATION REQUIREMENT AND AMENDMENT

ACKNOWLEDGEMENT

Should proposer discover any significant ambiguity, error, omission or other deficiency in the RFP document, it must immediately notify the RFP Contact/Administrator in writing, via email, prior to the submission of the proposal. The failure of a proposer to notify the RFP Contact/Administrator of any such matter prior to submission of its proposal constitutes a waiver of appeal or administrative review rights based upon any such ambiguity, error, omission or other deficiency in the RFP document.

If it becomes necessary to clarify or revise any part of this RFP, amendments will be posted to the Milwaukee County website; it is the responsibility of proposers to check the website for any amendments prior to the RFP submission date. All amendments must be acknowledged on the Sworn Statement of Bidder form. Failure to do so may result in the response being rejected.

If the Proposer fails to monitor the web site for any changes or modifications to the RFP, such failure will not relieve the Proposer of its obligation to fulfill the requirements as posted.

3.4 PREPARING AND SUBMITTING A PROPOSAL

GENERAL INSTRUCTIONS

In an effort to ensure the most efficient and economical service, the County utilizes the Request for Proposal (RFP) process to offer available properties for sale/development. This process bases the contract award on an evaluation of the Proposer’s company history, experience, ability, resources, and other pertinent factors of the Proposer in conjunction with the price proposal.

SUBMITTING A PROPOSAL

Please follow these instructions to submit via the Euna Bonfire Public Portal.

1. Prepare your submission materials:

Proposers must read and ensure they understand the requirements and expectations of the following documents. Documents listed below include Proposer’s legal obligations that will become part of the Contract with the winning Proposer. Failure to read and understand these documents does not excuse a Proposer from compliance with the requirements as described in the documents.

Questions about the contents of any of these documents should be directed to the RFP Administrator.

Document Name Type # Files

Permitted Requirement

Project Proposal File Type: PDF (.pdf) 1 Required

Price Proposal File Type: PDF (.pdf) 1 Required

Attachment 1- Proprietary Information Disclosure

Form File Type: PDF (.pdf) 1

Required IF Proprietary Information is

Identified

Redacted Proposal File Type: PDF (.pdf) Multiple Required IF

Proprietary Information Identified in Attachment 1

Attachment 2- File Type: PDF (.pdf) 1 Required

EEOC Compliance Form

Attachment 3- Sworn Statement of Proposer File Type: PDF (.pdf) 1 Required

Attachment 4-Exceptions File Type: PDF (.pdf) 1 Required IF Exceptions to RFP are Noted

Attachment 5-Vendor Information Sheet File Type: PDF (.pdf) 1 Required

Attachment 6-Conflict of Interest File Type: PDF (.pdf) 1 Required

Attachment 7-Certification regarding Debarment and Suspension File Type: PDF (.pdf) 1 Required

Additional Information File Type: PDF (.pdf) Multiple OPTIONAL for: supplemental documentation

Requested Documents:

Please note the type and number of files allowed. The maximum upload file size is 1000

MB.

Please do not embed any documents within your uploaded files, as they will not be accessible or evaluated.

2. Upload your submission at: https://countymilwaukee.bonfirehub.com/projects/228160/details

Your submission must be uploaded, submitted, and finalized prior to the Closing Time at 5:00 PM CDT on Tuesday, May 26, 2026. We strongly recommend that you give yourself sufficient time and at least ONE (1) day before Closing Time to begin the uploading process and to finalize your submission.

Important Notes:

Each item of Requested Information will only be visible after the Closing Time.

Uploading large documents may take significant time, depending on the size of the file(s) and your Internet connection speed.

You will receive an email confirmation receipt from Bonfire with a unique confirmation number once you finalize your submission.

Minimum system requirements: Microsoft Edge, Google Chrome, or Mozilla Firefox.

Javascript must be enabled. Browser cookies must be enabled.

Need Help?

https://countymilwaukee.bonfirehub.com/projects/228160/details

Milwaukee County uses a Bonfire portal for accepting and evaluating proposals digitally.

Please contact Bonfire at Support@GoBonfire.com for Bonfire technical questions related to your submission. You can also visit their help forum at https://vendorsupport.gobonfire.com/hc/en-us

The Vendor Discussion period for this opportunity starts March 23, 2026, 5:00PM CDT.

The Vendor Discussion period for this opportunity ends May 1, 2026, 5:00 PM CDT. You will not be able to send messages after this time.

The Project Proposal shall specifically provide the following:

3.4.1 PROJECT DESCRIPTION

A. NARRATIVE

Proposers shall provide a project narrative indicating the type and/or mix of the development being proposed. If housing is included as a part of the proposed project please indicate what percentage of units, if any, are designated for families that are at income levels of 80% or below the County Median Income. Including any housing, or any affordable housing, is not a requirement of the RFP but affordable housing will be prioritized in the evaluation criteria.

B. PLANS

Proposers shall provide a narrative of the architectural and site plans. The narrative should address the aesthetic design quality of the project and architectural interest/compatibility of the proposed development, including the type and quality of building materials, the extent of landscaping and the extent to which the proposed development enhances the surrounding neighborhood. If available, proposers may also include (a) site plan(s) depicting building areas, open/green spaces, parking, loading, pedestrian and vehicular circulation, site ingress/egress, site landscaping and streetscaping, (b) floor plans, and (c) elevations.

C. PROJECT SCHEDULE

Proposers shall provide an estimated schedule of the proposed development, including but not limited to, the excavation commencement and completion dates and the completion date of the entire project. If the project is going to be phased, a schedule for the phasing should also be included.

3.4.2 FINANCIAL FEASIBILITY

Proposers shall provide a narrative of the financial feasibility of the project and supporting documentation, if applicable. Supporting documentation may include letters of interest from lenders or investors on the current project, letters of reference from lenders or investors on previous projects, and a market study if available. At a minimum the submittal should include (a) sources and uses statement (i.e. financing sources and development costs), and (b) operating proforma with debt service coverage, if applicable. If a financial gap is included as part of the sources, then an explanation of what gap sources will be sought out and the status of each is suggested (i.e. not yet applied, awaiting approval, awarded).

3.4.3 ZONING READINESS

Proposers shall provide a narrative indicating the compatibility of the proposed use with the adjacent land uses and compliance with the City Milwaukee Ordinance. The City of Milwaukee has signaled a preference for higher density residential housing and a willingness to support zoning actions, including dimensional variances or a zoning map amendment to another Downtown zoning district, to facilitate a denser development than allowed by the current C9D zoning designation. Specifically, please address whether a zoning amendment or variance is required and if so indicate whether there is municipal support for such amendment (e.g. a letter from municipality or local elected representatives in support of the project).

3.4.4 GREEN DESIGN

Proposers shall provide a narrative indicating what green design elements are included in the project. Specifically identify what, if any, energy efficiency and storm water management design elements are included, and whether space has been reserved to promote transportation alternatives like BikeShare kiosks, Milwaukee County Transit System (MCTS) bus stops, etc. Please indicate if the project is being designed for a LEED or other green certification.

3.4.5 EQUITY & COMMUNITY ENHANCEMENT

Proposers shall provide a narrative indicating how their project can promote inclusiveness and racial equity within the community, and help improve the neighborhood, focusing on enhancing racial and other diversity. Specifically identify what, if any, equity and community benefit elements are included, and how the project would fit into city and local neighborhood design plans.

3.4.6 WORKFORCE: RESIDENTIAL HIRING GOAL AND PLAN

Proposer shall provide a narrative of its residential hiring goal for Milwaukee County residents and strategy for implementation, if any. The narrative should specifically address the percentage goal (in terms of total worker hours) and how that goal will be monitored, reported and achieved. A third party contractor to complete the monitoring is not a requirement. Please also provide a description of your ability to meet residential hiring goals or similar goals on previous project.

3.4.7 WORKFORCE: APPRENTICESHIP AND TRAINING OPPORTUNITIES

GOAL AND PLAN

Proposer shall provide a narrative of its apprenticeship and training goal and strategy for implementation, if any. The narrative should specifically address the percentage goal (in terms of total worker hours) and how that goal will be monitored, reported and achieved. A third party contractor to complete the monitoring is not a requirement. Please also provide a description of your ability to meet apprenticeship and training goals or similar goals on previous projects.

3.4.8 PROJECTED TAX BASE

Proposers shall provide a projection of the assessed value created by the proposed project for property tax purposes. The projection shall include a narrative of why the projection is reasonable.

3.4.9 PROJECTED JOBS CREATED

Proposers shall provide a projection of the number of expected construction jobs and permanent jobs, whether they are full or part-time jobs and the respective wages and benefits of each. The projection shall include a narrative of why the projection is reasonable.

3.5 DRAFT OF DEVELOPMENT AGREEMENT AND OPTION

Enclosed is a draft of the proposed Development Agreement (see Attachment C) and Option Agreement (see Attachment D). All proposers shall review the draft agreements and confirm in the proposals their ability to comply with all material requirements. Any material exceptions shall be provided in writing noting the section of the agreement and the specific exception being taken. Any material exceptions to the draft agreements identified by any proposer are not part of the evaluation process, as any resulting agreement is subject to negotiation with the successful proposer. In the absence of any such material exceptions noted by proposer, Milwaukee County expects the winning proposer to execute a contract in substantially the same form as the attached draft contract.

Milwaukee County intends to incorporate the response to this RFP as an attachment to any resulting Development Agreement.

SECTION 4 - CRITERIA FOR EVALUATION

4.1 EVALUATION PROCESS

Proposals that do not comply with submittal instructions established in this document or do not include the required information may be rejected as insufficient or non-responsive. Milwaukee County reserves the right to waive a requirement when it is in its best interests to do so. The Proposer must assume responsibility for addressing all necessary technical and operational issues in meeting the objectives of the RFP.

A Committee will be established by the Economic Development and Real Estate Services Director of Milwaukee County to evaluate all responsive proposals and to make a recommendation on each of the proposals.

Oral presentations may be requested by the Economic Development and Real Estate Services Director of Milwaukee County. If oral presentations are requested, bidders will be notified at least one week in advance of when the presentations are to take place and what information should be provided. Typically, the presentations will occur 2-3 weeks after a round of proposals has been submitted. However, Milwaukee County reserves the right to modify this timeline as necessary.

Milwaukee County may request Best and Final Offers from any or all respondents. Best and Final Offers are a supplement to the original offer, though Milwaukee County reserves the right to make an offer based on the original submitted proposal.

The award of the contract, if made, shall be with a proposer whose proposal provides the best value to Milwaukee County. Milwaukee County reserves the right to reject any and all proposals received if it deems appropriate and may modify, cancel or re-publish the RFP at any time prior to a contract being awarded, up to and through final action of the County Executive.

4.2 EVALUATION CRITERIA

The Committee shall conduct its evaluation of the merit of the proposals submitted. The process involves applying the evaluation criteria to assess the buyer/developer.

The criteria that will be used by the Committee for the evaluation of the proposals for this RFP are listed below.

Purchase Price 0 – 50 points

All proposals will receive a score relative to the best purchase price offered by all other responders.

Qualifications and Experience 0 – 50 points

All proposals will receive a score, as determined by the Committee, relative to the qualifications and experience of other responders. Criteria to be considered include, but are not limited to, experience in developing, financing or managing a project of similar scale.

Project Description & Design 0 – 50 points

Committee, relative to the description and design of other responders. Criteria to be considered include, but are not limited to, the quality of materials proposed and aesthetic design, and whether the design is consistent with the City’s Downtown Area Plan. Proposals that incorporate higher-density residential housing (i.e., greater dwelling unit count and efficient land use consistent with surrounding context and applicable plans) and affordable housing will receive higher scores under this criterion.

Financial Feasibility 0 – 50 points

Committee, relative to the financial feasibility of other responders. Criteria to be considered include, but are not limited to, the responders’ experience in obtaining similar financing/investment, any existing financing commitments, the amount of any financing gap, the reasonableness of financing assumptions (i.e. loan and investment terms), and the reasonableness of market demand, construction and operating assumptions.

Zoning Readiness 0 – 25 points

Committee, relative to the zoning readiness of other responders. Criteria to be considered include, but are not limited to, whether the proposal meets existing zoning standards, or whether any expected zoning change has municipal support.

Green Design 0 – 25 points

Committee, relative to the green design of other responders. Criteria to be considered include, but are not limited to, the responder’s experience in implementing green design in previous projects, whether alternative transportation elements have been included, and the proposals treatment of energy efficiency, storm water and other expected LEED certifications, if any.

Equity & Community Enhancement 0 – 25 points

Committee, relative to the equity and community enhancement elements of other responders. Criteria to be considered include, but are not limited to, the responder’s experience in creating projects that consider equity and community building elements, commitment to the County’s TBE goals, and plans for utilizing TBE subcontracts in development.

Workforce: Residential Hiring Goal & Plan 0 – 25 points

Committee, relative to the Residential Hiring Goal & Plan of other responders. Criteria to be considered include, but are not limited to, the responders experience in implementing residential hiring or similar goals in the past, the goal of residential hiring for the project, and the comprehensive nature of the residential hiring plan.

Workforce: Apprenticeship and Training Goal & Plan 0 – 25 points

Committee, relative to the Apprenticeship & Training Goal and Plan of other responders. Criteria to be considered include, but are not limited to, the responders experience in implementing apprenticeship and job training goals or similar goals in the past, the goal of apprenticeship and job training for the project, and the comprehensive nature of the apprenticeship and job training plan.

Projected Tax Base 0 – 25 points

Any tax exempt proposal will receive zero points. All other proposals will receive a score, as determined by the Committee, relative to the projected tax base by other responders. Criteria to be considered include, but are not limited to, the amount of tax base created and the clarity and reasonableness of the projection.

Projected Jobs Created 0 – 25 points

Committee, relative to the projected number of jobs created by other responders. Criteria to be considered include, but are not limited to, the amount of jobs projected (both temporary construction and permanent), the clarity and reasonableness of the projection, percentage of full time vs.

part time jobs, and the associated wages and benefits of each.

Total Points Available 375 points

Milwaukee County reserves the right to select a proposer for contract award based upon the proposer’s proposal without further discussion.

Should, however, Milwaukee County find that further discussion would benefit Milwaukee County, Milwaukee County reserves the right to conduct discussions and will notify responsible proposer(s). When in the best interest of Milwaukee County, Milwaukee County may permit qualified proposer(s) to revise their proposals by submitting “Best and Final” offers.

4.3 DETERMINATION

Following evaluation, the Committee will make a recommendation to the Economic Development and Real Estate Services Director of Milwaukee County of the proposer(s) whose proposal is determined to provide the best value to Milwaukee County. Award may be made to the proposal with a higher technical ranking even if its price proposal is not the highest. If the Committee believes none of the proposals are in the best interests of the County, it shall recommend that no selection be made.

4.4 AWARD PROCESS

If a Successful Proposer or Proposers are identified, an Intent to Award will be issued and all proposers will be notified. Milwaukee County reserves the right to negotiate with the Successful Proposer(s), at its option, regarding the terms of a contract and other issues to be incorporated into the contract (“Negotiated Award”).

In the event that a Negotiated Award cannot be made with the initial Successful Proposer, Milwaukee County reserves the right to proceed with contract negotiations with any other responder to the initial request for proposal (“Secondary Negotiated Award”).

In the event that within 90 days after the close of the RFP, Milwaukee County is not able to make a Negotiated Award or a Secondary Negotiated Award, then Milwaukee County may proceed with contract negotiations with any party, regardless of whether such party responded to the initial RFP (“Open RFP Award”).

Prior to agreement issuance of a Negotiated Award or a Secondary Negotiated Award, the Director of Economic Development and Real Estate Services shall make a recommendation of award of the agreement to the County Executive, Comptroller and/or and individual from the Intergovernmental Cooperation Council (ICC) subject to their approval. An agreement will only be executed following final approval by the County Executive, Comptroller and/or and individual from the Intergovernmental Cooperation Council (ICC)of the recommendation to award the contract.

SECTION 5 - PROPOSAL TERMS AND CONDITIONS

5.1 FIRM COMMITMENT, AVAILABILITY, PROPOSAL VALIDITY

Successful Proposer shall maintain their availability to close this transaction for a period of six

(6) months after submitting its proposal. Successful Proposer is expected to perform planning and implementation activities prior to closing. Milwaukee County will not reimburse for these costs.

5.2 NON-INTEREST OF COUNTY EMPLOYEES AND OFFICIALS

No County official, employee or representative on the evaluation committee shall have any financial interest, either direct or indirect, in the proposal or contract or shall exercise any undue influence in the awarding of the contract.

No Milwaukee County employee, officer or agent shall participate in the selection, award or administration of a contract if a conflict of interest, real or apparent, would be involved.

Proposers shall strictly adhere to Chapter 9 of the Milwaukee County Code of General Ordinances Code of Ethics, with particular attention to Subsection 9.05(2)(l):

“No campaign contributions to county officials with approval authority: No person(s) with a personal financial interest in the approval or denial of a contract or proposal being considered by a county department or with an agency funded and regulated by a county department, shall make a campaign contribution to any county elected official who has approval authority over that contract or proposal during its consideration. Contract or proposal consideration shall begin when a contract or proposal is submitted directly to a county department or to an agency funded or regulated by a county department until the contract or proposal has reached final disposition, including adoption, county executive action, proceedings on veto (if necessary) or departmental approval. This provision does not apply to those items covered by section 9.14 unless an acceptance by an elected official would conflict with this section. The language in subsection 9.05(2)(l) shall be included in all Requests for Proposals and bid documents.”

5.3 COMPLIANCE WITH LOCAL, STATE AND FEDERAL LAWS AND

REGULATIONS

Successful Proposer will be required to enter into an agreement with Milwaukee County that complies with all Federal, State, and local, health, accessibility, environmental and safety laws, regulations, standards and ordinances.

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Successful Proposer will at all times be in compliance with all Federal, State, and local, health, accessibility, environmental and safety laws, regulations, standards and ordinances as they relate to its execution and performance of the agreement.

5.4 ERRORS, OMISSIONS, MINOR IRREGULARITIES AND RETAINED RIGHTS

All information in this RFP, including any addenda, has been developed from the best available sources; however, Milwaukee County makes no representation, warranty or guarantee as to its accuracy.

Should proposer discover any significant ambiguity, error, omission or other deficiency in the RFP document, they must immediately notify the RFP Contact/Administrator in writing, via email, prior to the submission of the proposal. The failure of a proposer to notify the RFP Contact/Administrator of any such matter prior to submission of its proposal constitutes a waiver of appeal or administrative review rights based upon any such ambiguity, error, omission or other deficiency in the RFP document.

Milwaukee County reserves the right to waive minor irregularities in proposals. Minor irregularities are defined as those that have no adverse effect on the outcome of the selection process by giving a Proposer an advantage or benefit not afforded by other Proposers.

Milwaukee County may waive any requirements that are not material.

Milwaukee County may make an award under the RFP in whole or in part and change any scheduled dates.

Milwaukee County reserves the right to use ideas presented in reply to this RFP notwithstanding selection or rejection of proposals.

Milwaukee County reserves the right to make changes to and/or withdraw this RFP at any time.

5.5 DISCLOSURE OF RFP INFORMATION

All materials submitted become the property of Milwaukee County.

Any restriction on the use of data contained within a request must be clearly stated in the bid itself. Proprietary information submitted in response to a request will be handled in accordance with applicable Milwaukee County Ordinances, State of Wisconsin procurement regulations, and the Wisconsin public records law. Proprietary restrictions normally are not accepted. However, when accepted, it is the proposer’s responsibility to defend the determination in the event of an appeal or litigation.

Data contained in a Request for Proposal, all documentation provided therein, and innovations developed as a result of the contracted commodities or services cannot be copyrighted or patented. All data, documentation and innovations become the property of Milwaukee County.

Milwaukee County may, at any time during the RFP process, request and/or require additional disclosures, acknowledgments, and/or warranties, relating to, without limitation, confidentiality, EEOC compliance, collusion, disbarment, and/or conflict of interest.

Any materials submitted by the applicant in response to this Request for Proposal that the applicant considers confidential and proprietary information and which proposer believes qualifies as a trade secret, as provided in s. 19.36(5), Wis. Stats, or material which can be kept confidential under the Wisconsin public record law, must be identified on the Designation of Confidential and Proprietary Information form (Attachment G – Proprietary Information Disclosure). Confidential information must be labeled as such. Costs (pricing) always becomes public information and therefore cannot be kept confidential. Any other requests for confidentiality MUST be justified in writing on the form provided and included in the bid submitted. Milwaukee County has the sole right to determine whether designations made by a proposer qualify as trade secrets under the Wisconsin public records law.

5.6 PROPOSAL ACCEPTANCE, REJECTION, CANCELLATION AND

WITHDRAWAL

Each proposal is submitted with the understanding that it is subject to negotiation at the option of Milwaukee County. However, Milwaukee County reserves the right to make an award on the basis of the original proposal, without negotiation with any proposer.

Milwaukee County reserves the right to negotiate with the successful proposer within the scope of the RFP in the best interests of Milwaukee County.

Milwaukee County may request and require clarification at any time during the procurement process and/or require correction of arithmetic or other apparent errors for the purpose of assuring a full and complete understanding of an offeror’s proposal and/or to determine an offeror’s compliance with the requirements of the solicitation.

Milwaukee County may use information obtained through site visits, management interviews and the county’s investigation of a bidder’s qualifications, experience, ability or financial standing, and any material or information submitted by the bidder in response to the county’s request for clarifying information in the course of evaluation and/or selection under the RFP.

Upon acceptance in writing by Milwaukee County of the final offer to furnish any and all of the services described herein, and upon receipt of any required federal, state and local government approvals, the parties shall promptly execute the final contract documents. The written contract shall bind the proposer to furnish and deliver all services as specified herein in accordance with conditions of said accepted proposal and this RFP as negotiated. Milwaukee County reserves the right to accept or reject any and all proposals submitted or cancel this RFP in whole or in part if such cancellation is in the best interest of Milwaukee County.

Prior to the date and time set forth in the Proposal Receipt Deadline, proposals may be withdrawn by the proposer’s authorized representative via e-mail to the RFP Contact/Administrator. Modification of submitted proposals via e-mail to the RFP

Contact/Administrator is not permitted, but a proposer may resubmit a proposal that has been withdrawn, so long as the new submittal is received prior to the Proposal Receipt Deadline. After the proposal deadline, proposals may not be modified or withdrawn without the consent of Milwaukee County.

5.7 INCURRED EXPENSES

Milwaukee County shall not be responsible for any cost or expense incurred by the Proposers preparing and submitting a proposal nor any cost associated with meetings and evaluations of proposals prior to execution of an agreement. This includes any legal fees for work performed or representation by Proposer’s legal counsel during any and all phases of the RFP process, any appeal or administrative review process, and prior to County Board approval of a contract award.

5.8 PROTEST AND APPEALS PROCEDURES

Protests and appeals related to this RFP after issuance of an “Intent to Award” are subject to the provisions of the Milwaukee County Code of General Ordinances, Chapter 110, (Available at http://www.municode.com/Library/WI/Milwaukee_County).

5.9 FEDERAL REGULATIONS

The successful Proposer shall be required, and hereby agrees, to comply with all applicable Federal laws and regulations.

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