10-RFP-ED2502 Final.pdf

Milwaukee County

Request for Proposals

Acquisition and Development of 4902 and 4910-4912 South Packard Cudahy, Wisconsin

RFP # RFP-ED2502

Issue Date: October 14, 2025

INFORMATION SUMMARY SHEET

Request for Proposal Title: Acquisition and Development of Two Parcels, 4902 S. Packard Ave. and 4910-4912 S. Packard Ave., Cudahy, Wisconsin

Request for Proposal Number: RFP-ED2502

RFP Issuing Office: Milwaukee County Department of Administration – Economic Development

RFP Issue Date: October 14, 2025

Deadline for Receipt of Questions: December 30, 2025

RFP Proposal Receipt Deadline (Rolling):

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

Tuesday, January 13, 2026 5:00 PM CDT.

The initial schedule of submission dates shall be as follows:

January 13, 2026 April 14, 2026 July 14, 2026 October 13, 2026

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

Bonfire Portal: https://countymilwaukee.bonfirehub.com/projects/206603/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/206603/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 EASEMENTS

2.6 FLOODPLAINS/WETLANDS

2.7 CONVEYANCE CONDITIONS

2.8 PERFORMANCE DEPOSIT

2.9 TARGETED BUSINESS ENTERPRISE (TBE) PARTICIPATION

2.10 WORKFORCE GOALS AND REPORTING

2.11 DEVELOPMENT AGREEMENT

2.12 GRANT OF OPTION

2.13 PROPERTY CLOSING

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 PREPARING AND SUBMITTING A PROPOSAL

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

3.4.10 PRICE PROPOSAL……………………………………………………………………17

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 223

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 and Survey Map

Attachment B – Model Development Agreement

Attachment C – 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 – Insurance and Indemnity Acknowledgement

Attachment 6 – Vendor Information Sheet

Attachment 7 – Conflict of Interest

Attachment 8 – 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 two parcels owned by Milwaukee County, 4902 S. Packard Ave. and 4910-12 S. Packard Ave., Cudahy, Wisconsin (See Parcel Report and Survey Plat, Attachment A). These two properties are on the same block, separated by one parcel, 4906 S. Packard Ave., which is currently owned by the City of Cudahy and is also available for purchase and development by the City of Cudahy. Proposers are encouraged to propose a joint purchase and development plan for both County properties and the City property as a whole.

4902 S. Packard Ave., referred to in this proposal as Property 1, is approximately 0.10 acres (“Property 1”). 4910-12 S. Packard Ave., referred to in this proposal as Property 2, is 0.12 acres (“Property 2”). The property owned by the City of Cudahy, 4906 S. Packard Ave., which is not a subject of this RFP, is approximately 0.08 acres (“City Property”). The total land of the three parcels combined is approximately 0.3 acres.

4902 S. Packard Ave. and 4910-12 S. Packard Ave. are in downtown Cudahy with frontage along Packard Avenue. Both Properties are vacant. Both are currently zoned B-3 – Central Business District by the City of Cudahy.

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

2.13 and 2.14 below.

1.2 BACKGROUND

The Properties are located within the City of Cudahy in Milwaukee County. The Properties are visible from the fronting street, S. Packard Avenue. The corridor street is predominately commercial space in downtown Cudahy, while the larger area east of the Properties is largely single-family lots.

Property 1 has been vacant for at least as long as it has been owned by Milwaukee County, and we are not aware of any previous business located on the property, while Property 2 contained an approximately 4,880 square foot mixed use property that was in a dilapidated state and was recently demolished.

SECTION 2 - CONDITIONS OF RFP

2.1 ZONING

The Property is located within a B-3 – Central Business District designated by the City of Cudahy. The B-3 district allows for general commercial/mixed-use development. Any modifications to the zoning required for development would need to be approved through the City of Cudahy.

2.2 POTENTIAL USE

The immediate area commercial corridor and single-family units to the east are attractive adjoining uses for potential multi-family residential developments, with accessory commercial space, especially developed in combination with the City Property between the two available Properties. However, Milwaukee County is willing to consider other potential uses proposed as well. Proposers are encouraged, but not required, to submit proposals including the use of the City Property (and to reach out to the City of Cudahy regarding purchase of that Property in conjunction with this one).

2.3 UTILITIES

Utilities available to the site include water, storm and sanitary sewer, electricity, and natural gas.

It is the responsibility of the Proposer to verify with the City of Cudahy 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

There are no known environmental issues related to either site. Milwaukee County makes no representations or warranties about the environmental condition.

2.5 EASEMENTS

At the time of this RFP, Milwaukee County is unaware of any easements that would adversely affect utility or other uses for the Property. Standard utility easements likely exist but these have not been investigated or have been found to have any negative impact on the Property value.

Milwaukee County makes no representation, warranty or guarantee as to the accuracy.

2.6 FLOODPLAINS/WETLANDS

According to the FEMA flood plain map #55079c0178E, dated September 26, 2008, the Properties are in Zone X, an area of minimal flood potential.

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.

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 $50,000.00. 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 Cudahy.

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 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.

If the Successful Proposer desires to be eligible for points for a Residential Hiring Goal and an Apprenticeship/Job Training Goal, pursuant to Sections 3.4.6, then the Successful Proposer’s project must be tracked to ensure compliance with Successful Proposer’s stated goals as provided in Sections 3.4.6 below. Successful Proposer must provide, on a monthly basis, copies of the General Contractor’s weekly payroll reports to show compliance with these goals, which are subject to auditing by Milwaukee County Comptroller’s Office Division of Audit Services.

Such payroll reports must contain addresses for purposes of tracking residency and information related to the employees’ status with regards to being an apprentice or having been enrolled in a job training program. Employee affidavits and proof of residency will also be required. If claiming points in Section 3.4.6 below, a liquidated damages provision for noncompliance will be negotiated between the Successful Proposer and Milwaukee County prior to closing. The Successful Proposer will be required to utilize LCPTracker or a similar system to submit these reports.

Prior to closing, Proposer will enter a Development Agreement with Milwaukee County, similar to the template attached in Attachment B, to ensure compliance with its provision of the community benefits set forth in this RFP. The agreement will include a Compliance Plan containing tailored residential hiring and workforce (apprenticeship/job training) participation provisions to help the Proposer meet or exceed its goals and outline what might be considered a good faith effort in the event the goals are not achieved.

2.11 DEVELOPMENT AGREEMENT

Successful Proposer will be required to enter into a Development Agreement (see Attachment B), as part of the Successful Proposer closing. The Development Agreement will include, but not be limited to, the project make-up, commitments, obligations 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 Participation 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, the Successful Proposer will be granted a nonassignable six (6) month option to purchase (sample attached as Attachment C). 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 Cudahy and/or other regulatory agencies. Successful Proposer shall exercise the option on or before the expiration of the six-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 six-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. The Successful Proposer shall, at its option, be granted two additional six (6) month extensions after the initial six-month option period. The Successful Proposer shall pay a nonrefundable option extension fee of $5,000 for each additional six-month extension.

Any extensions beyond the eighteen (18) month option period must be approved by the County Executive taking into consideration the reasons expressed by the Successful Proposer for requesting the extension. The calculation of the time value of money using the increased purchase price, the duration of the option, and appropriate market rate of return shall be utilized to establish the option extension fee. Whether the option extension fees paid are credited against the purchase price or further increase the purchase price shall be decided at the time the extension request is made by the Successful Proposer.

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 extension fees) 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 Cudahy (with City permit to commence construction, if available). Final design shall be substantially consistent with the proposal approved by the County.

• Project financing satisfactory to Milwaukee County.

• Executed Development Agreement, including TBE Participation and Workforce Goals and a

Compliance Plan.

SECTION 3 – PROCESS AND CONTENT OF PROPOSAL

3.1 PRE-PROPOSAL CONFERENCE

There will not be a Pre-Proposal Conference.

3.2 PROPOSAL QUESTIONS

This RFP is issued by the Milwaukee County Department of Administrative Services – Division of Economic Development. Proposers may submit questions and requests for clarification regarding this RFP. All questions regarding this RFP shall be made in writing, within the Bonfire portal, by December 30, 2025.

Questions sent to anyone other than the RFP Contact/Administrator or through any means besides Bonfire will not be considered.

Responses to all questions and inquiries received by Milwaukee County will be posted on the Bonfire RFP page.

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 Bonfire RFP page.

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 Competitive Negotiation, or the Request for Proposal (RFP) process to procure professional services. This process bases the contract award on an evaluation of the Proposer’s work history, technical experience, ability, resources, and other pertinent factors of the Proposer in conjunction with the total cost proposal.

SUBMITTING A PROPOSAL

Please follow these instructions to submit via the 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

Preliminary Evaluation Questionnaire Bonfire Template Q-58OQ

Questionnaire: Excel (.xls)

Required Questionnaire is located in the

“Requested Information” section

Technical 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

Redacted Proposal File Type: PDF (.pdf) Multiple

REQUIRED IF:

Proprietary Information Identified in Attachment 1.

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

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

Attachment 4-Exceptions File Type: PDF (.pdf) 1 Required

Attachment 5- Insurance and Indemnity Acknowledgement File Type: PDF (.pdf) 1 Required

Attachment 6-Vendor Information Sheet File Type: PDF (.pdf) 1 Required

Attachment 7-Conflict of Interest File Type: PDF (.pdf) 1 Required

Attachment 8-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/206603/details

Your submission must be uploaded, submitted, and finalized prior to the Closing Time at 5:00 PM CDT on Tuesday, January 13, 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.

https://countymilwaukee.bonfirehub.com/projects/206603/details

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

Javascript must be enabled. Browser cookies must be enabled.

Need Help?

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 October 14, 2025, 5:00PM CDT.

The Vendor Discussion period for this opportunity ends Tuesday, December 30, 2025, 5:00 PM CDT. You will not be able to send messages after this time.

The Technical 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.

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. Plans should specify whether inclusion of the City Property is intended in the final project, and, if so, include information as to Proposers’ proposal to the City of Cudahy.

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 of Cudahy Zoning Ordinance. Specifically, please address whether a zoning amendment is required and if so indicate whether there is municipal support for such amendment. (e.g. a letter from municipality 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 projects.

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.

3.4.10 PRICE PROPOSAL

Proposers shall include their offered price proposal for Properties. The price proposal should take into account County’s previous and ongoing expenses related to preparing Properties for development, including approximately $90,000.00 for demolition, maintenance, and related costs, as well as estimated value of Properties.

3.5 DRAFT OF DEVELOPMENT AGREEMENT AND OPTION

Enclosed is a draft of the proposed Development Agreement (see Attachment B) and Option Agreement (see Attachment C). 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 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 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

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 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 30 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 shall make a recommendation of award of the agreement to the County Executive subject to his approval. An agreement will only be executed following final approval by the County Executive 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 enter into an Option Agreement with the County 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.

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 http://library.municode.com/HTML/12598/level2/MICOCOGEORVOI_CH9COET.html#MICOCOGEORVOI_CH9COET_9.05STCO http://library.municode.com/HTML/12598/level2/MICOCOGEORVOI_CH9COET.html#MICOCOGEORVOI_CH9COET_9.14HOFEEX http://library.municode.com/HTML/12598/level2/MICOCOGEORVOI_CH9COET.html#MICOCOGEORVOI_CH9COET_9.05STCO http://library.municode.com/HTML/12598/level2/MICOCOGEORVOI_CH9COET.html#MICOCOGEORVOI_CH9COET_9.05STCO 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 (Bonfire Attachment 1– 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 the County Executive 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 https://library.municode.com/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.

https://library.municode.com/wi/milwaukee_county