CDBG_-_Homebuilding_(Addendum_#2_Revision).pdf

REQUEST FOR PROPOSAL

42609-CDBG-HB

CDBG - HOMEBUILDING

Dane County Department of Human Services

1202 Northport Dr.

Madison, WI 53704

RELEASE DATE: April 30, 2025

DEADLINE FOR QUESTIONS: May 23, 2025

RESPONSE DEADLINE: June 11, 2025, 2:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://procurement.opengov.com/portal/countyofdane

Dane County Department of Human Services

REQUEST FOR PROPOSAL

CDBG - Homebuilding

I. Introduction II. RFP Overview

III. Evaluation IV. Project Overview/Scope of Services V. RFP Application

VI. General Guidelines VII. Terms and Conditions

Attachments:

A - Dane County 2026 Evaluation Criteria

B - Dane County UCC Participation List - 2025

C - CDBG - Policies - Mortgage Reduction Assistance - REV 12.03.2024

Request For Proposal #42609-CDBG-HB Title: CDBG - Homebuilding

1. Introduction

1.1. Summary

Dane County is soliciting applications from organizations interested in the development of affordable new housing for low-and-moderate income residents of the Dane County Urban County Consortium.

Funding is expected to be available under the HUD-funded Community Development Block Grant

(CDBG) program. The County reserves the right to fund this project with Home Investment Partnership

(HOME) funds. This change in funding source and its implications will be discussed with prospective

Subrecipient(s). Please refer to the attached documents for more details. Dane County requires that all applicants complete the Vendor Questionnaire/RFP application in its entirety and sign the Signature

Power Form at the end of the Questionnaire. Failure to do so may result in the application to become ineligible for funding and may not be scored.

1.2. Background

Dane County intends to use the results of this process to make an award to subrecipients of Community

Development Block Grant (CDBG) and HOME Investment Partnerships Program (HOME) funds. The total amount of CDBG and HOME funding available for 2026 is unknown at this time. It is estimated that Dane

County’s annual entitlement for 2026 may have up to $1,100,000 in CDBG and $600,000 in HOME funds that will be disbursed among several CDBG and HOME categories including the Mortgage Reduction category.

1.3. Contact Information

Katie O'Brien

Purchasing Officer

1202 Northport Dr

Madison, WI 53704

Email: obrien.katie@danecounty.gov

Phone: (608) 381-5593

Department:

Human Services

1.4. Timeline

Release Project Date April 30, 2025

Question Submission Deadline May 23, 2025, 2:00pm

Question Responses Posted May 30, 2025, 2:00pm

Proposal Submission Deadline June 11, 2025, 2:00pm mailto:obrien.katie@danecounty.gov tel:(608)381-5593

Presentations to Application Review Team August, 2025

Preliminary Funding Recommendations to

CDBG Commission

September 2, 2025

Public Hearing on Final Funding

Recommendations

October 9, 2025

Approval of County Board December, 2025

2026 All Grantee Meeting (Required) January 28, 2026

Funds Available for Reimbursement

(tentative)

April, 2026

2. RFP Overview

2.1. Introduction

The purpose of this document is to provide interested parties with information to enable them to prepare and submit a proposal according to the specifications set forth within this document.

The County intends to use the results of this process to award a contract or issue of purchase order for the product(s) and or services(s) stated: Dane County is soliciting applications from organizations interested in the development of affordable new housing for low-and-moderate income residents of the

Dane County Urban County Consortium. Funding is expected to be available under the HUD-funded

Community Development Block Grant (CDBG) program. The County reserves the right to fund this project with Home Investment Partnership (HOME) funds. This change in funding source and its implications will be discussed with prospective Subrecipient(s). Please refer to the attached documents for more details. Dane County requires that all applicants complete the Vendor Questionnaire/RFP application in its entirety and sign the Signature Power Form at the end of the Questionnaire. Failure to do so may result in the application to become ineligible for funding and may not be scored.

The Dane County Purchasing Division is the sole point of contact for questions and issues that may arise during the RFP process.

2.2. Clarification of the Specifications

All inquiries concerning this RFP must be submitted via the County's eProcurement Portal.

Any questions concerning this RFP must be submitted before 2:00 pm on Friday, May 23, 2025.

Proposers are expected to raise any questions, exceptions, or additions they have concerning the RFP document at this point in the RFP process. If a proposer discovers any significant ambiguity, error, conflict, discrepancy, omission, or other deficiency in this RFP, the proposer should immediately notify the contact person of such error and request modification or clarification of the RFP document.

Proposers are prohibited from communicating directly with any employee of Dane County, except as described herein. No County employee or representative other than those individuals listed as County contacts in this RFP is authorized to provide any information or respond to any question or inquiry concerning this RFP.

2.3. Calendar of Events

Specific and estimated dates and times of actions related to this RFP are listed in the timeline in the

Introduction section above. The actions with specific dates must be completed as indicated unless otherwise changed by the County. In the event that the County finds it necessary to change any of the specific dates and times in the calendar of events listed below, it will do so by issuing an addendum to this RFP and posting such addendum on the Dane County eProcurement Portal. There may or may not be a formal notification issued for changes in the estimated dates and times.

2.4. Submittal Instructions

Dane County reserves the right to accept any part of this bid deemed to be in the best interest of the

County. The County also retains the right to accept or reject any or all bids.

Proposals must be submitted via the County's eProcurement Portal before 2:00 pm CST on Wednesday, June 11, 2025. Late, faxed, mailed, hand-delivered, or incomplete proposals will be rejected unless otherwise specified. Dane County is not liable for any cost incurred by proposers in replying to this RFP.

To Submit a Proposal:

1. Register at the County's eProcurement Portal at https://procurement.opengov.com/portal/countyofdane

2. Once registered, click on the "draft" button to draft your proposal.

3. Provide company information

4. Answer Vendor Questionnaire

5. Where indicated upload the required documents.

6. The file upload status can be seen for each document uploaded.

7. Confirm all files have been uploaded

8. Review your work and click on "submit" proposal

9. Acknowledge any addenda

3. Evaluation

See the Evaluation Criteria Attachment for a detailed breakdown of how points will be awarded within each evaluation category.

No. Evaluation Criteria Scoring Method Weight (Points)

1. National Objective - Need and Justification Points Based 20 (20% of Total)

2. Project Approach Points Based 35 (35% of Total)

3. Experience and Qualifications Points Based 15 (15% of Total)

4. Financial Information Points Based 15 (15% of Total)

5. Partnerships Points Based 5 (5% of Total)

6. Shovel-Ready Points Based 5 (5% of Total)

7. Past Performance

Worth up to 5 points. New applicants will be automatically awarded 5 points.

Points Based 5 (5% of Total)

4. Project Overview/Scope of Services

4.1. Definitions and Links

The following definitions and links are used throughout the RFP.

County: Dane County

County Agency: Department/Division utilizing the service or product.

Dane County Purchasing website: www.danepurchasing.com

Fair Labor Practices websites: www.nlrb.gov and http://werc.wi.gov

Purchasing

Proposer/Vendor/Firm/Contractor: a company submitting a proposal in response to this RFP.

4.2. RFP Eligible Applicants

Public or private non-profit agencies or organizations including faith-based organizations, units of local government, Community-Based Development Organizations and Community Housing Development

Organizations (CHDO).

In order to be considered for financing, applicants must meet the following requirements:

• Be legally capable of entering into a binding agreement;

• Be a U.S. Citizen or legally admitted resident alien;

• Demonstrate that the project is economically viable and the borrower(s), if applicable, will have the economic ability to repay the funds;

• Be current on all personal and business income and property taxes, and mortgage payments on subject property;

• Not-for profits corporations are eligible to apply. The corporation must be a 501(c) 3 or 4 tax exempt organization.

• Organizations that are religious or faith-based are eligible, on the same basis as any other organization, to participate in the HOME program. Faith-based organizations are required to comply with the requirements under 24 CFR 92.257.

4.3. Project Basics - Homebuilding Eligible Properties

1. Property must be located in one of the participating municipalities of the Dane County Urban

County Consortium.

2. Property must pass an environmental review conducted by Dane County Community Development

Block Grant staff.

3. The sales price of the constructed property may not exceed 95 percent of the median purchase price for that type of single-family housing for Dane County as published by HUD.

http://www.nlrb.gov/ https://www.nlrb.gov/ http://werc.wi.gov/

4. The property must be sold to an income-eligible buyer who meets the Department of Housing and

Urban Development (HUD) income requirements for low-and-moderate income households at the time of purchase. Verification of income will be required. If the buyer will be receiving downpayment assistance or mortgage reduction assistance from the County the buyer must meet the eligibility criteria outlined in the CDBG & HOME DOWNPAYMENT AND CLOSING COSTS ASSISTANCE – DEFERRED

PAYMENT LOANS PROGRAM STANDARDS or the CDBG & HOME MORTGAGE REDUCTION ASSISTANCE –

DEFERRED PAYMENT LOANS PROGRAM STANDARDS.

4.4. Project Basics - Homebuilding Eligible Expense Categories

The following categories of expense shall be considered eligible for funding under the program:

• Hard costs including land acquisition and existing structures; site preparations or improvement, including demolition; securing of buildings; construction materials and labor;

• Relocation costs including: payment for replacement housing, moving costs, and out-of-pocket expenses; advisory services; and staff and overhead costs related to relocation assistance and services;

• Architectural, engineering or related professional services including preparing plans, drawings, specifications, work write-ups, and job progress inspections;

• Legal and accounting fees, including cost certification;

• Environmental reviews;

• Builders’ or developers’ fees;

• Costs of impact fees that are charged to all projects in a jurisdiction.

Please note that Federal Labor Standards, including the payment of prevailing wages under Davis-Bacon, (Davis-Bacon and Labor Standards: Agency/Contractor Guide) may apply to the project.

4.5. Project Basics - Homebuilding Ineligible Activities

• Buildings for the general conduct of government are ineligible. However, the removal of architectural barriers from government buildings is eligible under the category of public facilities and improvements.

• General government expenses are ineligible.

• Financing for political activities or to engage in other partisan political activities are ineligible.

However, a facility assisted with CDBG funds may be used on an incidental basis to hold political meetings, candidate forums, or voter registration campaigns, if the building is available to all community organizations on an equal basis.

• Purchase of equipment is generally ineligible; however:

• Compensation for the use of construction equipment through leasing, depreciation, or use allowances is eligible.

https://files.hudexchange.info/resources/documents/Davis-Bacon-and-Labor-Standards-Agency-and-Contractor-Guide.pdf

• Fire protection that is considered an integral part of public facilities is eligible. This includes fire engines and specialized tools such as “jaws of life” and life-saving equipment as well as protective clothing worn by fire fighters.

• Purchase of personal property, including equipment, fixtures, motor vehicles, furnishings, or other personal property is generally ineligible.

• Operating and maintenance expenses (of public facilities, improvements, and services) are ineligible.

4.6. Project Basics - Homebuilding Ineligible Expense Categories

The following categories of expense shall be considered ineligible for funding under the program.

• Refinancing of existing debt;

• New construction of decks, fireplaces, outbuildings, or recreational or entertainment facilities;

• Construction items and expenses that are completed before project approval.

• The area must be clearly delineated and records maintained on the boundaries of the service area;

• The area must be primarily residential in nature (as seen on zoning maps); and

• Census data must support the documentation that at least 51% of the residents are low-and-moderate income.

4.7. Project Basics - Mortgage Reduction

Applicants may target the program to a specific community, a specific development, or to the entire

Dane County Urban County Consortium.

Organizations selected as sub recipients to operate a mortgage reduction program will be expected to comply with the requirements in the CDBG & Home Mortgage Reduction Assistance – Deferred Payment

Loans Program Standards for operating the program.

These include, in part:

• Marketing the program.

• Conducting initial pre-screening, intake, and income eligibility determinations of applicants.

• Providing information to the County on the addresses of each household requesting assistance in order for the County to conduct an environmental review. Typically, this step would occur once an accepted offer to purchase on a home has occurred.

• Not beginning any work on a home until the County issues a notice to proceed for that home.

• Assuring prospective homebuyers complete an approved homebuyer education course.

• Conducting required underwriting. Documenting the size and combined income of each household receiving assistance, including collecting income documentation.

• Documenting the eligibility of the property receiving assistance.

• The County will also arrange for an on-site Housing Quality Standards (HQS) inspection to be conducted by the County’s representative. All offers to purchase will be contingent on the property passing the environmental review and HQS inspection.

4.8. Project Basics - Mortgage Reduction Eligible Borrowers

• Eligible borrowers must be purchasing a single-family home and not own any other real estate.

• Borrower must be an owner-occupant of the property and take occupancy within 60 days of acquisition.

• Borrower must meet the definition of a first-time homebuyer as defined in 24CFR92.

• Eligible borrowers must meet the Department of Housing and Urban Development (HUD) income requirements for low-and-moderate income households at the time of application.

Verification of income will be required.

• The minimum amount of “liquid assets” the borrower can have in reserves after closing must be at least $750 and the maximum amount of “liquid assets” the borrower can have in reserves cannot exceed the equivalent of twelve months of PITI (principal, interest, taxes, and insurance).

“Liquid assets” includes: checking accounts, savings accounts, life insurance net cash value, stocks, bonds and annuities. Excluded are: IRA’s, 401K plans, pension profit sharing, other pensions, employee retirement funds and personal property, including automobiles.

• All household members must be legal citizens of the United States or qualified aliens.

• Borrower must complete a homebuyer education course that complies with the Housing

Counseling Certification requirements of 81 FR 90632.

• Eligible borrowers must qualify for a first mortgage that does not exceed the prevailing market rates. First mortgages must be fixed rates loans with no negative amortization, balloon payments or adjustable rate features.

• Borrower’s maximum housing debt to income ratio, after including CDBG or HOME assistance, may not exceed 38%. Borrower’s total debt to income ratio must not exceed 55%. Loan requests with a housing ratio below 25% will be approved on a case-by-case basis.

• The County will also calculate a third ratio which includes PITI + other debts + maintenance & utility expenses, which is calculated by multiplying the finished square footage of the home by

$0.14, which cannot exceed 75.0%

• Borrower must contribute $500 of the purchase price from the borrower’s own funds.

• Eligible borrowers may receive only one Dane County mortgage reduction loan at the time of purchase.

• Subrecipients administering programs on behalf of Dane County, may, in agreement with the

County, choose to implement more stringent eligibility standards.

4.9. Project Basics - Mortgage Reduction Eligible Properties

• One- to four-unit property, a condominium unit, or a manufactured home (manufactured housing must be connected to permanent utility hookups and must be located on land that is owned by the manufactured housing owner).

• Property must be located in one of the participating municipalities of the Dane County Urban

County Consortium.

• The property being purchased must be owner-occupied or vacant at the time the purchase contract is signed. Mortgage Reduction Assistance funds cannot be used to purchase a property that will displace any tenants.

• The sales price of the property may not exceed 95 percent of the median purchase price for that type of single-family housing for Dane County as published by HUD.

• Total debt secured by the property, including the CDBG-or HOME-funded loans, cannot exceed

103% of the value of the property based on the purchase price of the property or the appraised value, which ever amount is less.

• Property must meet all applicable State and local code requirements, and must meet the housing quality standards in 24 CFR 982.401.

• Properties constructed or manufactured before 1978 must be inspected for lead-based paint hazards. If deteriorated paint is found it must be properly remediated in compliance with the

Lead Safe Housing Rule before closing.

• Property must pass an environmental review conducted by Dane County Community

Development Block Grant staff.

4.10. Project Basics - Mortgage Reduction Eligible Costs

In addition to the loan itself, the County’s Mortgage Reduction loan will cover the following reasonable and necessary costs incurred by the homebuyer:

• Appraisal fee

• Credit reports

• Title closing fee

• Title insurance

• Recording fee

• Legal fee

• Survey

• Reasonable loan origination and processing fees. Reasonable will be based on WHEDA fees

• Prepaid escrows

• First Year Mortgage Insurance Premium or funding fee

• Home buyer education fee

• Other WHEDA fees, as appropriate

If funded under the CDBG Program, staff and overhead costs DIRECTLY related to carrying out the activity specified in 24 CFR 570.201-204, such as providing direct services to consumers, work specifications preparation, loan processing inspections, and other services related to assisting potential homebuyers may be charged to project costs. This may include staff time spent supervising staff who are carrying out the activities specified in 24 CFR 570.201-204 when that time is spent addressing a direct consumer, service, or property issue. It does not include supervisory time spent on such functions as employee evaluations.

If funded under the HOME program, staff and overhead costs DIRECTLY related to carrying out the project, such as loan processing, credit verification, and other services related to assisting potential homebuyers, e.g., housing counseling, may be charged to project costs only if the project is funded and the individual becomes the owner of the HOME-assisted project.

4.11. Types of Assistance

The Homebuilding activity includes two required components: Construction Assistance and Mortgage

Reduction Assistance.

1. Construction Assistance:

Construction assistance will be provided as a deferred payment loan to the participating organization. In limited cases, grant funding may be awarded to eligible non-profit organizations that demonstrate a substantial public service or volunteer-based component (e.g. youth training programs or volunteer labor). Grant eligibility is subject to additional review and approval. Grant awards are not guaranteed, and must reflect reasonable costs.

2. Mortgage Reduction Assistance:

Mortgage reduction assistance will be provided to the homebuyer in the form of a 0% interest deferred payment loan, with repayment due upon sale, transfer, or refinancing of the assisted property.

This grant is a direct award to the applicant agency and is not intended to be passed through to other entities. In instances where both HUD and Dane County can allow a pass-through activity, exceptions to this rule may be negotiated at the time of contract drafting.

4.12. Matching Funds

HOME projects require 25% matching funds made from nonfederal resources. Forms of eligible match are defined under §92.220.

4.13. Property Standards

1. Housing that is being constructed with HOME funds must meet all applicable state and local codes, ordinances, and zoning ordinances at the time of project completion.

2. Newly constructed housing must meet the current edition of the Model Energy Code published by the Council of American Building Officials. The units constructed under this Agreement shall conform to the Rental Unit Energy Efficiency Standards established by the Wisconsin

Department of Industry, Labor, and Human Relations.

3. All housing must meet the accessibility standards of the Fair Housing Act and Section 504 of the

Rehabilitation Act of 1973.

4. Rental project owners must maintain the housing in compliance with all applicable State and local requirements, and the housing quality standards in 24 CFR 982.401 through the affordability period.

4.14. Federal Labor Standards

These HUD requirements apply to projects with 12 or more HOME-assisted units and apply to the entire project, not just the portion funded by County HOME funds. If a grant contract is awarded and Davis-

Bacon will be triggered, labor standards requirements will be described in detail in the contract with the

County. Additional information also can be obtained in the HUD Contractor’s Guide to Prevailing Wage

Requirements for Federally-Assisted Construction Projects at:

http://portal.hud.gov/hudportal/documents/huddoc?id=4812-LRguide.pdf

4.15. Objectives

To develop and promote affordable homeownership for low-and moderate- income residents of the participating communities of the Dane County Urban County Consortium.

4.16. Needs

A. Projects must assist low-and-moderate-income persons in the participating municipalities of the Dane

County Urban County Consortium.

B. It is expected that projects will meet documented community needs. This includes needs documented through “hard” data sources.

C. Any additional funding needed to make the project viable must be secured in order for a contract to be executed.

D. Projects must be consistent with the Dane County Consolidated Plan.

http://portal.hud.gov/hudportal/documents/huddoc?id=4812-LRguide.pdf

E. Projects must be shovel-ready, meaning that work will begin in the year in which the contract is awarded (i.e., 2026). The criteria for shovel readiness means that the project can be shovel-ready by

Quarter 1 of 2026.

F. Projects must be delivered in a cost-effective manner with measurable performance outcomes.

G. Projects must submit monthly financial and beneficiary reports, or at a frequency to be determined by Dane County.

H. It is expected that all or a portion of funds will be targeted to areas of greatest need.

I. Subrecipients that are directly funded under the CDBG or HOME Program may not engage in inherently religious activities, such as worship, religious instruction, or proselytization, as part of the program. If a Subrecipient conducts such activities, the activities must be offered separately in time or location, from the CDBG-funded program, and participation must be voluntary for the beneficiaries of the CDBG-funded program.

J. The project may not begin until the environmental review requirements at Part 58 are met and the

County has given notice to proceed.

4.17. Current Operations

The 2025 funds were awarded to Operation Fresh Start in the amount of $50,000.00.

4.18. Mandatory Requirements

The following general requirements are mandatory and must be complied with. NOTE: Programs not meeting the mandatory requirements will not be evaluated.

1. Be an eligible activity.

2. Be located in, or provide services to residents of one of the member communities of the Dane

County Urban County Consortium identified in Appendix A. PROJECTS MUST NOT BE LOCATED

IN THE CITY OF MADISON.

3. Address one of the funding priority areas established by the CDBG Commission.

4. Not be a HUD listed debarred or ineligible contractor.

5. If CDBG eligible, meet one of the three national objectives.

Dane County requires that all applicants follow/use the application format provided via the Vendor

Questionnaire, complete all question fields, and sign the DocuSign Signature Power Form. Failure to do so may result in the application to become ineligible for funding and may not be scored.

5. RFP Application

5.1. Legal Status*

Please identify the Organization's Legal Status

☐ Municipality

☐ Private, Non-Profit

☐ Private, For Profit

☐ Other, LLC, LLP, Sole Proprieter

*Response required

5.2. Federal Employer Identification Number (EIN)*

Please enter the Organization's Federal EIN in the space below:

*Response required

5.3. Organization Name*

Please enter the Organization’s legal name as listed in the Wisconsin Department of Financial

Institutions.

*Response required

5.4. Organization Name - Documentation*

Please attach a screenshot from the Wisconsin Department of Financial Institutions website showing the corporate record.

Source to search: https://apps.dfi.wi.gov/apps/corpSearch/Search.aspx

*Response required

5.5. Unique Entity Identifier (UEI)*

Please enter the Organization's Unique Entity Identification (UEI) Number in the space below:

*Response required

5.6. Unique Entity Identification Number - Documentation*

Please attach a screenshot from the sam.gov website showing the Unique Entity Identification Number.

Source to register: https://sam.gov/content/entity-registration

*Response required

5.7. Highest Ranking Person - Name*

Please provide the full name of the highest-ranking person (Executive Director, President, Chief

Executive Officer, or Chief Elected Official) at the applicant’s organization.

*Response required https://apps.dfi.wi.gov/apps/corpSearch/Search.aspx https://sam.gov/content/entity-registration

5.8. Highest Ranking Person - Phone Number*

Please provide the phone number of the highest-ranking person (Executive Director, President, Chief

Executive Officer, or Chief Elected Official) at the applicant’s organization.

*Response required

5.9. Highest Ranking Person - E-Mail

Please provide the e-mail address of the highest-ranking person (Executive Director, President, Chief

Executive Officer, or Chief Elected Official) at the applicant’s organization.

5.10. PROJECT

5.10.1. Project Name*

Please enter the Project Name for which you are applying.

*Response required

5.10.2. Project Address(es)*

Please enter the project address(es) for which you are applying.

*Response required

5.10.3. Project Contact Person (1) - Name*

Please provide the full name of the Project Contact Person.

*Response required

5.10.4. Project Contact Person (1) - Phone Number*

Please provide the phone number of the Project Contact Person.

*Response required

5.10.5. Project Contact Person (1) - E-mail*

Please provide the e-mail address of the Project Contact Person.

*Response required

5.10.6. Project Contact Person (2) - Name*

Please provide the full name of a second Project Contact Person.

*Response required

5.10.7. Project Contact Person (2) - Phone Number*

Please provide the phone number of the second Project Contact Person.

*Response required

5.10.8. Project Contact Person (2) - E-mail*

Please provide the phone number of the second Project Contact Person.

5.10.9. Project Financial Contact - Name*

Please provide the name of the project's financial contact person.

*Response required

5.10.10. Project Financial Contact - Phone Number*

Please provide the phone number of the financial contact for this project.

*Response required

5.10.11. Project Financial Contact - Email*

Please provide the e-mail of the financial contact for this project.

*Response required

5.10.12. Total project cost*

Please enter the total cost of your proposed project.

*Response required

5.10.13. Funds requested - Amount of Funds Requested*

Please list the amount of funding for which you are applying in the space below.

Maximum response length: 11 characters

*Response required

5.10.14. What percentage of the total project funding does this request represent? * To calculate, please divide the amount of your funding request by the total project cost, then multiply by

100.

Formula: (Funding Request / Total Project Cost) x 100 = Percentage of Project Funding

Maximum response length: 7 characters

*Response required

5.10.15. Minimum Funds Requested*

What is the minimum funding amount that would allow you to carry out your proposal in some form?

Maximum response length: 11 characters

*Response required

5.10.16. Brief Project Summary*

Please provide a 2-3 sentence summary of the project.

Maximum response length: 300 characters

5.11. NATIONAL OBJECTIVE - NEED & JUSTIFICATION (20 points maximum)

5.11.1. Construction Assistance Type Requested*

Check the construction assistance funding you are applying for.

☐ Deferred payment loan

☐ Grant

*Response required

5.11.2. Project Type*

Check the appropriate statement below that best describes the service(s) to be offered as part of the application [you can check more than one]:

Select all that apply

☐ Construction of a single-unit property that will be sold to a low to moderate income household.

☐ Construction of a two-unit property that will be sold to a low to moderate income household.

☐ Construction of a three-unit property that will be sold to a low to moderate income household.

☐ Construction of a four-unit property that will be sold to a low to moderate income household.

*Response required

5.11.3. Meeting a National Objective*

Please adequately describe how the proposed project meets a national objective. Emphasize how the proposed project intends to serve low to moderate income households.

*Response required

5.11.4. Needs and Priorities*

Please substantiate and relate the needs in the community for this specific project and how it will align with the priorities in the most recent Dane County Consolidated Plan.

*Response required

5.11.5. Target Areas of Greatest Need*

Provide a description of how funds may be targeted to areas of greatest need.

*Response required

5.11.6. Language Access - Plan*

Has your organization developed a Language Access Plan?

☐ Yes

☐ No

*Response required

5.11.7. Language Access Plan Upload

If available, attach the organization’s Language Access Plan.

5.11.8. Language Access - Interpretation Services*

Provides a description of how the agency is prepared to adequately provide interpretation services to limited English participants. Dane County refers to interpretation services as oral communication with the participants whether in person or via electronic communication (i.e., telephone, virtual meetings via

Zoom, Teams or any other platform).

*Response required

5.11.9. Language Access - Translation Services*

Provides a description of how the agency is prepared to adequately provide translation services to limited English participants. Dane County refers to translation services as written communication with the participants (i.e., email, program forms).

*Response required

5.11.10. Language Access - Marketing Materials*

Provide a description of how your agency is prepared to adequately provide marketing materials in multiple languages to limited English participants.

*Response required

5.11.11. Language Access Upload - Signage

If available, please attach a photo of your agency's signage attesting to the services listed above.

5.11.12. Program Accessibility*

Provide a description of how your proposed project and services are accessible to low- and moderate-income persons. If available, provide examples.

*Response required

5.11.13. Urban County Consortium (UCC)*

Persons served by this project must reside OUTSIDE the City of Madison. Explain specifically how the proposed project will track beneficiary information to ensure that those served reside in the Dane

County Urban County Consortium (UCC) (and not the City of Madison).

*Response required

5.12. PROJECT APPROACH (35 points maximum)

5.12.1. Project Description*

In the space below, provide a description of the work that will be undertaken and describe how the work will address the identified need.

Word Minimum: 200 words

*Response required

5.12.2. Architectural/Engineering Design*

In the space below, describe any architectural/ engineering design work, such as preparing plans, drawings, specifications, work write-ups, and/or cost estimates that has been or will be undertaken for this project. NOTE: In order for these costs to be covered, HUD procurement requirements must be followed.

*Response required

5.12.3. Eligibility Guidelines*

In the space below, provide a description of the eligibility guidelines for participants.

*Response required

5.12.4. Referral and Application Process*

In the space below, provide a description of the referral and application process for the project.

*Response required

5.12.5. Program Capacity*

In the space below, provide a description of the program capacity for the project.

*Response required

5.12.6. Waiting List*

In the space below, provide a description of the program’s capacity and plan to address a potential waitlist of services.

*Response required

5.12.7. First-Time Homebuyer Classes*

In the space below, describe how first-time homebuyers will be referred to or provided first-time homebuyer classes or counseling that complies with HUD Housing Counseling Certification requirements. Include information on the number of hours of classes to be provided and costs to the prospective homebuyer associated with the classes/counseling services.

*Response required

5.12.8. Housing Quality Standards (HQS) Inspections*

In the space below, provide a description of who, when, and how the required Housing Quality

Standards (HQS) inspection will be conducted. Provide information on the background and training of the individual(s) who will conduct the inspections. If this individual is yet to be selected, identify the criteria and process that will be used for selection.

*Response required

5.12.9. Loan Processing*

In the following space, provide a description of the loan processing that will be conducted, including credit checks, income and debt verifications, appraisals, etc.

*Response required

5.12.10. Underwriting Criteria*

If using more restrictive standards than those specified in the RFP and Program Standards, in the following space, provide a description of the loan underwriting criteria that will be considered when making a loan to a first-time homebuyer. Include how CDBG/HOME funds will be used to reduce the monthly carrying costs by providing gap financing.

*Response required

5.12.11. Property Ownership*

Please provide details regarding property ownership. Specifically, does the organization applying for funds currently own the property? If not, please specify whether another entity currently owns the property and if the applying organization plans to purchase it. If a purchase is planned, please included the expected timeline for the acquisition.

*Response required

5.12.12. Ownership Entity*

Please download the below documents, complete, and upload.

Per the attached spreadsheet, indicate the name(s) and contact information for the Owner/Taxpayer of the Project that will be constructed. List all general partners, members, and principals. Attach additional sheets if necessary.

• Ownership_Entity.xlsx

*Response required

5.12.13. Site Control*

Does the owner have fee simple ownership of the property?

☐ Yes

☐ No

*Response required

5.12.14. Site Control*

If "Yes" was selected on the previous question, please indicate the Purchase Date and Purchase Price in the space below. If "No" was selected, please respond to this question with "N/A"

*Response required

5.12.15. Site Control*

If "No" was selected on the previous question, please indicate the current expiration date of the option/contract to purchase, the anticipated purchase date, and the purchase price in the space below.

If "Yes" was selected, please respond to this question with "N/A"

*Response required

5.12.16. Taxes/Judgements*

Are there any unsatisfied judgments against the applicant/property owner, its principals or any related party?

☐ Yes https://government-project.s3.us-west-2.amazonaws.com/165206/1c8d40eb-e33f-4380-82e6-875c03039697_Ownership_Entity.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4L5DYCWTW%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155805Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEK%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJHMEUCIEMteWmvF3e7ZKle3jH3y1sKuWfYpgKh4hytCekO2NO9AiEAxGPcZSuIZhZyGfYejNKySrYfiuz3petb47MUyUJxJYIqgwUIeBACGgw4OTIzNjQ2ODc2NzIiDCgDTi1MI1x6ctJCeSrgBDo0IXAXU2zg8j2XyjPWIy%2BmBR%2BsfZn1Awmu45Bq%2Bsk3Hbg3xwDEOUh1h%2FX7Mn4VJkwyRtMav9VFaE6S69Q8xakCXSv0Uw4AcQ%2BDupKui8epfrtzFxPToYYGfW8hqqI5WA90lklMzOy8SQ8IV0SbADDMQb2ZtAYxsrymB3tiWUZWOlbN9XtHjlJP23%2FYomG7F0rs8xZljfUo6CWL706WZ855A3tLhvwAlRibA3UO09lTwFlT311cWEablOLJMxRTWSOPIU31E1qGPAdNMUVwijWVwEOYhiNkQWh8%2BQe2b6%2FYznPYsg%2FMD3qHFj73uRYl%2F5c4YzgjkDRKsrk%2BLGzNSKIIli1YOQWb9sDOOplVMYRGp5jFd3KQj3uNMuSuQ%2FfUYboFxXl4OfUwxz65g3Gv6S9kHG6sBs%2B%2B9sZ8T%2Bl7Tw%2BVepvDRoGI59uGGzWPR4tyn6fMzVKo%2BQ3S9qgJO5D4Fsoli41Yn5SY0NPslDWGnYUamSyAgj%2FW08CPdEq5rhazEiREPQM15H7%2FP3S%2BJ8vt6gX4DRspRvLIuwd%2FBRZ9Gzpcu5%2FjHA6GanP9ekoIz%2BAgCsKziaeJDiCbItqpsCd%2B0qpFD3dnwATX8y67UDThH7CkhPKdqBVSGhq2fgMLDj4nJMDO9sZ4BrdNOGu3TkshGU%2BF0E76qXLelWRavjiu7bm57femRZsc7ci9sLbizSp2hBhUG%2FLa5e7scYykQundYyHeNoCP%2Fz5Fz5ZHot3D0SOSfLW1C78cBstUSOGbfI7%2FK6weWWJP24q7RN3nBUmcgJQU8ATtpD7OgPVIFYYFFvKlMPDK3MEGOpsBtKwgbe7LGJrm45oPAwXQQTG%2BKWo97snEPoo9jiWpM38L%2BaZ7Q4AACdhnHYPZ%2B1as5Txh6D01Ba29fh3vHWL5WUzEee48TMD%2B2qvWTZzppuiHdvn1q6WuaGfgT5KoOx8HnTv%2BqeiyPsodPcQnrLNe0MvP5oNxEIJuAiposEA7EOcQeBNYPRU7fJAxzThmwdfT7WF6ZkCXEE5vIos%3D&X-Amz-Signature=9abcacb1d981921f61407b1d2e13d69a36decfd81d0beedbc8acd703f7cd2d6f&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Ownership_Entity.xlsx%22&x-id=GetObject

☐ No

5.12.17. Taxes/Judgements*

Has any party related to this application been party to any litigation, including real estate foreclosure or bankruptcy within the past seven (7) year?

☐ Yes

☐ No

*Response required

5.12.18. Taxes/Judgements*

Are there any unpaid property taxes on the subject property?

☐ Yes

☐ No

*Response required

5.12.19. Taxes/Judgements*

Use the following space to explain any “Yes” answers to the preceding three questions. Attach additional documentation as necessary. If "No" was selected, please respond to this question with

"N/A".

*Response required

5.12.20. Taxes/Judgements

Please upload any necessary additional documentation.

5.12.21. Site Description*

Provide a description of the site where the project will be located. Provide information on the size, exposure, and contour.

*Response required

5.12.22. Legal Description of the Property*

In the space below, provide a legal description of the property.

*Response required

5.12.23. Zoning*

Provide the current zoning classification of the site and describe any changes in zoning, variances, special or conditional use permits, or other items are needed to develop this proposal.

*Response required

5.12.24. Environmental*

In the space below, describe the historical uses of the site and any existing conditions of environmental significance located on the project site.

5.12.25. Phase I Environmental Site Assessment (ESA)

Please upload your Phase I ESA.

5.12.26. Phase II Environmental Site Assessment (ESA)

If Phase I indicated the need for a Phase II ESA, please upload completed document.

5.12.27. Site Utilities*

Identify the utilities and services currently available for this site. Indicate the type of modifications that will be needed to accommodate the proposed project. Please include Electric, Gas, Sanitary Sewer, Storm Sewer, and Water.

*Response required

5.12.28. Existing Structures*

Identify the existing buildings on the site, noting which are occupied.

*Response required

5.12.29. Demolition*

Describe the planned demolition of any buildings on the site.

*Response required

5.12.30. Displacement*

As a result of this proposed project, has or will any households and/or businesses be displaced whether temporary or permanent?

*Response required

5.12.31. Displacement Plan*

If the answer above was yes, please describe the notices, specific assistance that has or will be provided to households and/or businesses that will be displaced, and the amount of funds allocated to do so.

*Response required

5.12.32. Neighborhood Conditions*

Describe the neighborhood in which the project will be located noting any conditions that may be detrimental to family life, substandard dwellings in the area, or other undesirable conditions. If the neighborhood is undergoing a revitalization, describe how this project will facilitate this redevelopment.

*Response required

5.12.33. Neighborhood Amenities*

Describe the neighborhood in which the project will be located noting access to social, recreational, educational, commercial, and health facilities and services and other municipal facilities and services.

5.12.34. Transportation*

Identify the travel time and cost via public transportation or public automobile from the neighborhood to places of employment providing a range of jobs for lower-income workers.

*Response required

5.12.35. Fair Housing, Civil Rights, and Nondiscrimination Requirements* Describe how your project will ensure compliance with all applicable fair housing, civil rights, and nondiscrimination requirements, including but not limited to requirements listed in 24 CFR 5.105(a). In accordance with federal and Wisconsin Fair Housing laws, no housing or services will be denied to persons based on race, color, family status, disability, sex, national origin, religion, marital status, ancestry, source of income, sexual orientation, age and the status as a victim of domestic abuse, sexual assault or stalking.

*Response required

5.12.36. Project Manager*

If a Project Manager has already been identified, please provide the requested information.

The information requested includes:

Name, Address, City, State, Zip, Primary Contact Person, Title, Telephone, Alternative Phone, Fax, and

Email Address.

If a Project Manager has yet to be identified, please describe how one will be selected.

5.12.37. Project Timeline and Milestones*

Using the attached spreadsheet, please provide a work plan for how the project will be organized, implemented, operated, and administered.

Include a reasonable timeline and accomplishments from initiation through project completion. This should assume that the CDBG funding will be available in the second quarter of 2026 (April 1 – June 30, 2026). Add in extra quarters as needed.

• 2026_Work_Plan_Timeline_Mil...

*Response required

5.12.38. Green Technologies

Describe any green technologies that will be used throughout the project.

5.12.39. Targeted Municipalities*

List the names of the municipalities that your organization will conduct targeted outreach to inform potential participants.

https://government-project.s3.us-west-2.amazonaws.com/152108/81260d4a-682f-40c6-8bf4-9339f1c87efd_2026_Work_Plan_Timeline_Milestones.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4L5DYCWTW%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155805Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEK%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJHMEUCIEMteWmvF3e7ZKle3jH3y1sKuWfYpgKh4hytCekO2NO9AiEAxGPcZSuIZhZyGfYejNKySrYfiuz3petb47MUyUJxJYIqgwUIeBACGgw4OTIzNjQ2ODc2NzIiDCgDTi1MI1x6ctJCeSrgBDo0IXAXU2zg8j2XyjPWIy%2BmBR%2BsfZn1Awmu45Bq%2Bsk3Hbg3xwDEOUh1h%2FX7Mn4VJkwyRtMav9VFaE6S69Q8xakCXSv0Uw4AcQ%2BDupKui8epfrtzFxPToYYGfW8hqqI5WA90lklMzOy8SQ8IV0SbADDMQb2ZtAYxsrymB3tiWUZWOlbN9XtHjlJP23%2FYomG7F0rs8xZljfUo6CWL706WZ855A3tLhvwAlRibA3UO09lTwFlT311cWEablOLJMxRTWSOPIU31E1qGPAdNMUVwijWVwEOYhiNkQWh8%2BQe2b6%2FYznPYsg%2FMD3qHFj73uRYl%2F5c4YzgjkDRKsrk%2BLGzNSKIIli1YOQWb9sDOOplVMYRGp5jFd3KQj3uNMuSuQ%2FfUYboFxXl4OfUwxz65g3Gv6S9kHG6sBs%2B%2B9sZ8T%2Bl7Tw%2BVepvDRoGI59uGGzWPR4tyn6fMzVKo%2BQ3S9qgJO5D4Fsoli41Yn5SY0NPslDWGnYUamSyAgj%2FW08CPdEq5rhazEiREPQM15H7%2FP3S%2BJ8vt6gX4DRspRvLIuwd%2FBRZ9Gzpcu5%2FjHA6GanP9ekoIz%2BAgCsKziaeJDiCbItqpsCd%2B0qpFD3dnwATX8y67UDThH7CkhPKdqBVSGhq2fgMLDj4nJMDO9sZ4BrdNOGu3TkshGU%2BF0E76qXLelWRavjiu7bm57femRZsc7ci9sLbizSp2hBhUG%2FLa5e7scYykQundYyHeNoCP%2Fz5Fz5ZHot3D0SOSfLW1C78cBstUSOGbfI7%2FK6weWWJP24q7RN3nBUmcgJQU8ATtpD7OgPVIFYYFFvKlMPDK3MEGOpsBtKwgbe7LGJrm45oPAwXQQTG%2BKWo97snEPoo9jiWpM38L%2BaZ7Q4AACdhnHYPZ%2B1as5Txh6D01Ba29fh3vHWL5WUzEee48TMD%2B2qvWTZzppuiHdvn1q6WuaGfgT5KoOx8HnTv%2BqeiyPsodPcQnrLNe0MvP5oNxEIJuAiposEA7EOcQeBNYPRU7fJAxzThmwdfT7WF6ZkCXEE5vIos%3D&X-Amz-Signature=b6c7ae4d941507a215979cd9f691533aa7ef3de48e3df648e19ca9f51d2efe37&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Work_Plan_Timeline_Milestones.xlsx%22&x-id=GetObject

5.12.40. Outreach and Marketing Initiatives*

In the space below, provide a description of the outreach and marketing initiatives that will be undertaken to inform potential participants of the project, eligibility criteria, and method(s) by which they may participate.

Word minimum: 200 words

*Response required

5.12.41. Population to be Served*

In the space below, provide a brief description of the population that will benefit from this project. (All services must be provided to residents in the Dane County Urban County Consortium excluding the City of Madison as identified in Appendix A.)

*Response required

5.12.42. Low to Moderate Income Benefit*

In the space below, describe the efforts that will be taken to assure the beneficiaries are low-and-moderate income

*Response required

5.12.43. Outcome/Proposed Accomplishments*

List the total number of households that your program is proposing to serve.

Each household = 1 beneficiary self-certification form

No duplication of households will be allowed. Do not overestimate your proposed

Outcomes/Proposed Accomplishments.

*Response required

5.12.44. Outcome/Proposed Accomplishments at minimum requested funds* List the total number of households that your program is proposing to serve at the minimum requested funds.

Each household = 1 beneficiary self-certification form

No duplication of households will be allowed. Do not overestimate your proposed

Outcomes/Proposed Accomplishments.

*Response required

5.12.45. Outcomes/Proposed Accomplishments - Narrative

In the space below, please describe how the outcomes can be reasonably be expected to be achieved.

Include the risks to undertaking the project and your plans to address them.

Word Minimum: 200 words

5.13. EXPERIENCE & QUALIFICATIONS (15 points maximum)

5.13.1. Experience and Qualifications*

Describe the experience and qualifications of your organization related to the proposed project, as well as any similar projects your organization has undertaken in the past. Include how the organization has experience providing services to low- and moderate-income populations.

Include information related to pre- screening prospective homebuyers; loan origination and processing, including credit checks, income and debt verifications, arranging for appraisals, etc.; underwriting; and executing mortgages for first-time homebuyers. If your organization does not directly perform these functions, describe the organization’s experience in working with lenders to obtain this information.

*Response required

5.13.2. Income Documentation*

Describe the experience and qualifications of your organization related to performing income documentation for program eligibility.

*Response required

5.13.3. Service Improvement*

Describe any recent initiatives or best practices, programmatically or administratively, that have improved your organization’s ability to deliver services.

*Response required

5.13.4. Staff Experience & Qualifications*

Describe the experience and qualification of key staff to be assigned to the project. Key staff are identified as the individuals (paid or volunteer) with a large amount of decision-making role within the agency. Include name and titles of all key staff to be assigned to the project.

*Response required

5.13.5. Staff Resumes*

Please attach resumes for the program administrator, project manager, and fiscal officer positions that will work with the proposed program.

*Response required

5.13.6. Personnel Schedule*

Please download the below documents, complete, and upload.

Using the attached spreadsheet, please complete the Personnel Schedule for all staff who will be assigned to this project.

Column 1) Each individual staff position by title.

Column 2) Indicate the full time equivalent (FTE) of each position in the noted year.

Column 3) Indicate the estimated total salary for that staff position for noted year.

Column 4) Indicate the estimated number of hours that this staff person will work on this project.

Column 5) For each staff person whose time will be charged to this project, please indicate the amount of funds being requested for this individual through the CDBG Program. Do not include payroll taxes or benefits in this table.

• 2026_Personnel_Schedule.xlsx

*Response required

5.13.7. Percent of Staff Turnover*

Divide the number of resignations or terminations in calendar year 2024 by the…