CDBG_-_Minor_Home_Repair_(Addendum_#2_Revision).pdf

REQUEST FOR PROPOSAL

42602-CDBG-MIHR

CDBG - MINOR HOME REPAIR

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 - Minor Home Repair

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 UCC Participation List - 2025

B - Dane County 2026 Evaluation Criteria

C - CDBG - Policies - Minor Home Repair Grant - REV 03.19.2024

D - CDBG - Policies - Environmental Reviews - REV 04.02.2024

Request For Proposal #42602-CDBG-MIHR Title: CDBG - Minor Home Repair

1. Introduction

1.1. Summary

Dane County is soliciting applications from organizations interested in operating a minor home repair program for low-and-moderate income residents of single-family owner-occupied housing located in the

Dane County Urban County Consortium (Appendix A). Funding is expected to be available under the

HUD-funded Community Development Block Grant (CDBG) program. Please refer to the attached documents for additional 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) funds. The total amount of CDBG funding available for 2026 is unknown at this time. It is estimated that Dane County may have up to $1,100,000 in CDBG funds that will be disbursed among several CDBG Categories, including the Minor Home Repair 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 operating a minor home repair program for low-and-moderate income residents of single-family owner-occupied housing located in the Dane County Urban County Consortium (Appendix A).

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

(CDBG) program. Please refer to the attached documents for additional 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.govand http://werc.wi.gov

Purchasing

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

4.2. Eligible Applicants

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

4.3. Project Basics

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

Dane County Urban County Consortium.

Organizations selected as subrecipients to operate a minor home repair program will be expected to comply with the requirements in the CDBG Housing Rehabilitation Deferred Payment Loans Program

Standards for operating the program.

These include, in part:

• Marketing the program.

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

• Providing information to the County on the addresses of each household requesting assistance and Radon analysis and documentation in order for the County to conduct an environmental review.

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

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

• Documenting the eligibility of the property receiving assistance.

• Conducting an on-site Housing Quality Standards (HQS) inspection review of each property to document necessary repairs and note any areas where the home fails inspection.

• Performing initial cost estimates and work write-ups of the work to be done.

• Either completing the needed repairs and/or following the procurement requirements of 24 CFR

84.40-48 when needing to contract for repairs. This includes checking that contractors are not http://www.nlrb.gov/ http://werc.wi.gov/ debarred or suspended from receiving federal funds and doing outreach to women, minority, and Section 3 business concerns. If procurement is done, then estimates/bids are to be shared with the homeowner and the homeowner must be able to select the most reasonable and responsive bids for the project.

• Providing the CDBG/HOME Program Specialist with the grant amount and household eligibility.

• All work is to be completed in compliance with the requirements of the Dane County CDBG and

HOME Program Rehabilitation Standards and the Dane County CDBG and HOME Minor Home

Repair Grant Policies.

• At the time of work completion the homeowner will verify in writing that the work has been completed in a satisfactory manner and the Subrecipient will document completed work on the

HUD Housing Quality Standards (HQS) Inspection and provide a letter stating that the property meets HUD HQS standards and any applicable local codes.

• Maintaining all required documentation and submitting reports in a timely fashion to the

County.

4.4. Eligible Homeowners

1. Eligible program participants must occupy the home to be repaired and have no intent of discontinuing occupancy of the home in the foreseeable future.

2. Eligible program participants must meet the Department of Housing and Urban Development

(HUD) income requirements for low-and-moderate income households at the time of application.

3. Eligible program participants must be current on property taxes for the assisted unit.

4.5. Eligible Properties

1. Existing owner-occupied, single-family, residential properties containing one to four dwelling units.

o If the structure contains one unit, that unit must be occupied by a low- and moderate income household.

o If the structure contains two dwelling units, at least one must be occupied by a low- and moderate income household.

o If the structure contains more than two dwelling units, at least 51% of the units must be occupied by low- and moderate income households and the rent charged must be affordable pursuant to 24 CFR 570.506(b)(4)(iv)(B).

2. Manufactured housing is eligible when such housing constitutes part of the community’s permanent housing stock (24 CFR 570.202 (a)(5)).

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

Consortium.

4. The assessed value of the property may not exceed 95 percent of the median purchase price of a single-family house for Dane County as published by HUD.

4.6. Eligible Work Items

In order for a repair to be eligible under the County’s Minor Repair Assistance Grant Program it must correct a failing condition noted on a Housing Quality Standards Inspection Form. Repairs and/or modifications may also be made to allow accessibility to accommodate a disability. Repairs must be able to be completed within the household assistance limits of the program.

Eligible Work Items

• Abatement of asbestos hazards

• Chimney repair or replacement or flue liner replacement

• Code repairs and upgrades for plumbing, heating, or electrical systems

• Exterior painting

• Foundation repair

• Gutter and downspout repair or replacement

• Wall and attic insulation

• Plumbing fixture repair or replacement

• Porch repair or reconstruction (including concrete stairs and stoops), including ramps for ADA accessibility

• Removal and replacement of deteriorated, hazardous concrete, excluding garage slab replacement

• Roof repair or replacement

• Installation of security devices, including smoke detectors and dead bolt locks

• Siding repair or installation of new siding to increase energy efficiency

• Replacement of stove or refrigerator to increase energy efficiency

• Window and door repair or replacement including storm doors

Rehabilitation does not include:

• Installation of luxury items, such as a swimming pool;

• Costs of equipment, furnishings, or other personal property not an integral structural fixture, such as a window air conditioner; or a washer or dryer (but a stove or refrigerator is allowed);

• Labor costs for homeowners to rehabilitate their own property.

4.7. Types of Assistance

Assistance will be offered in the form of an annual grant of up to $7,500 per household. Households may be served by the program in multiple years but are not to succeed a lifetime limit of $20,000 in assistance. The Dane County Community Development Block Grant assistance limit is $100,000 across all programs.

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.

4.8. Rehabilitation Standards

The work being undertaken must comply with the standards set forth in the Dane County CDBG and

HOME Rehabilitation Standards and the Dane County CDBG and HOME Minor Home Repair Grant

Policies that are intended to assure that improved housing is livable, healthful, safe, and physically sound. The housing must also meet handicapped accessibility requirements, where applicable.

4.9. Property Standards

1. The property must meet all applicable requirements of the Lead Safe Housing Rule 24 CFR 35.

2. Any rehabilitation work must be done in compliance with the Dane County CDBG and HOME

Program Rehabilitation Standards and the Dane County CDBG and HOME Minor Home Repair

Grant Policies.

4.10. Federal Labor Standards

These HUD requirements apply to rehabilitation projects with 8 or more CDBG-assisted units and apply to the entire project, not just the portion funded by County CDBG 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:

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

Contractor-Guide.pdf

4.11. Objectives

To promote the rehabilitation of existing owner-occupied housing as a means to maintain affordable housing for the residents of the Dane County Urban County Consortium.

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

4.12. Needs

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

Dane County Urban County Consortium.

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

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

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

5. Projects must be shovel-ready, meaning that rehabilitation 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.

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

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

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

9. The project may not begin until the environmental review requirements at Part 58 are met and the County has given notice to proceed.

4.13. Current Operations

The 2025 funds were awarded to Project Home, Inc. in the amount of $73,568.75 and Movin’ Out, Inc. in the amount of $25,050.00.

4.14. 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*

Please enter the Project's address.

*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.

Section 3 applies to construction projects exceeding $200,000 per housing property.

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 (30 points maximum)

5.11.1. 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

5.11.2. 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

5.11.3. Target Areas of Greatest Need*

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

*Response required

5.11.4. Language Access - Plan*

Has your organization developed a Language Access Plan?

☐ Yes

☐ No

*Response required

5.11.5. Language Access Plan Upload

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

5.11.6. 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

5.11.7. 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).

5.11.8. 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

5.11.9. Language Access Upload - Signage

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

5.11.10. Program Accessibility*

In the space below, provide a brief description of how the project or services will be accessible to low-and-moderate income persons.

*Response required

5.11.11. 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).

*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. Eligibility Guidelines*

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

*Response required

5.12.3. Referral and Application Process*

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

*Response required

5.12.4. Program Capacity*

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

*Response required

5.12.5. Waiting List*

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

5.12.6. Housing Quality Standards (HQS)*

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

Standards (HQS) inspections 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

5.12.7. Work Priorities*

In the space below, provide a description of how the work on the home will be prioritized if the needed work exceeds $7,500.

*Response required

5.12.8. 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

5.12.9. Targeted Municipalities *

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

*Response required

5.12.10. 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

5.12.11. 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

5.12.12. Outcome/Proposed Accomplishments*

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

Each household = 1 beneficiary self-certification form 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=ASIA47RIURE4FB5P4VY5%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155209Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEK%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQDz2iuRoBsaT27U9Xujw88SeMKg1TnD%2BWDo1WD6V%2FVw7gIhAM1eIfReyxn4ZWNAQyPBTw18Wm%2FB5TzGlgQRXrnl55xNKoMFCHgQAhoMODkyMzY0Njg3NjcyIgz1ryYpeOzifp4ZrXoq4ARKvZZecwPIpHsx%2BhaEYGRK9sg3wleRYN3Son9gacZlxE1k7HPjcYQkvqCDmv3h7aozV4yDGCW%2FQpuWzVmydMWiCiMMYcEvo%2FJJsS6YnJqoue8ns2WpDQFxJUX1axvN9EsAX%2FmTEVBtU1FP03R7nuVWuNErTI%2BL%2BIUwpjgXuJXTh15YwauA8%2FLaJsWmC5dTpmrfCbBVHNnKu%2BtQ4WcYdhShtKUoAHXa7vxcYXKwivYC1FG25BVu83Cw8KoVDiSonaiGCIyxMlPz6wqh3dMxZoEts5C8Gm9YNswDy73PqlAntwx9fK8lTunmsQDRTyVfzdlQYoe1z6ir75%2B1RpaY75qhBPCr4o%2FxxhnsJs%2FnmbiKhMCcZRSZI4JycRfsKDZVqV6MuoVvi1X%2BAkDzFIKAd1Fl%2FPqNEDsx4vbI0yI6qxQQoF1KHoHFH9JQTCfzWoJF%2FH0p9STTU0C%2FF7GVC6hD2BYCWHflpacyrGCnAvKhdS6L3ByV1xtq92Vh%2BLpWCxCFpMjJyNxZrdGX1Jm2Qqnd8%2Fq%2FuGIYOP8JfQucgauuC3fQT5OFDkytDoE0DnFbULALqNr5T29vxinJBDxNT1yD0dKhAincZezXAW9f%2FTMNbCe%2FdGpQwP0N%2FSNxn5G5EPfLa6%2BTTZnNeD793%2BWzLO1la0Tjdnbnb81cBrrNxBUeCnU9ENiW%2FLUlluTQQcqOTMtPooEuYTF0dWTZgrnsGGV6umx%2F3YT3AXEmPRzsLxJzxZjubOwcB0sJ43jR1hkWBjB5J5f1oc5xgVmFQTRlfT3uFHpRBv8o5K8qEj7sTpXKwyjbrTD5vdzBBjqaATALVysgdffi4MZbrGwLxxINR8cyM%2B8zRTRVhh3PqGLU%2BcZIbSNGXj2M0kIStMUFKO1g91gfpS11DVxfRb%2B5txevHGXDtHuN%2BQl4ZlL%2FBHjg%2B%2FoM184Z1vW9bFu22Hoz5vCoLe%2F0a5ha0%2FjPkMeKLpwggfm6wgbCgwU3kjvQqVMaoLVYFCOV6BstG8b4uKoA80djFn5kYSHJVPc%3D&X-Amz-Signature=f19cf71434c10d62e2df27a76891fa75d3e1c1f84afa1f01445acb6858286411&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Work_Plan_Timeline_Milestones.xlsx%22&x-id=GetObject

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

Outcomes/Proposed Accomplishments.

*Response required

5.12.13. 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

5.12.14. 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

5.12.15. Displacement*

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

☐ Yes

☐ No

*Response required

5.12.16. 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.

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.

*Response required

5.13.2. Income Documentation*

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

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 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 total number of budgeted positions. Do not include seasonal positions.

*Response required

5.13.8. Staff Turnover - 20% or more*

Explain if you had 20% or more turnover in a certain staff position/category. Discuss any other noteworthy staff retention issues, or policies to reduce staff turnover.

If this does not apply, type 'N/A'.

https://government-project.s3.us-west-2.amazonaws.com/152108/0084a26d-e5bf-40eb-af0a-d3721e97315d_2026_Personnel_Schedule.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4FB5P4VY5%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155209Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEK%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQDz2iuRoBsaT27U9Xujw88SeMKg1TnD%2BWDo1WD6V%2FVw7gIhAM1eIfReyxn4ZWNAQyPBTw18Wm%2FB5TzGlgQRXrnl55xNKoMFCHgQAhoMODkyMzY0Njg3NjcyIgz1ryYpeOzifp4ZrXoq4ARKvZZecwPIpHsx%2BhaEYGRK9sg3wleRYN3Son9gacZlxE1k7HPjcYQkvqCDmv3h7aozV4yDGCW%2FQpuWzVmydMWiCiMMYcEvo%2FJJsS6YnJqoue8ns2WpDQFxJUX1axvN9EsAX%2FmTEVBtU1FP03R7nuVWuNErTI%2BL%2BIUwpjgXuJXTh15YwauA8%2FLaJsWmC5dTpmrfCbBVHNnKu%2BtQ4WcYdhShtKUoAHXa7vxcYXKwivYC1FG25BVu83Cw8KoVDiSonaiGCIyxMlPz6wqh3dMxZoEts5C8Gm9YNswDy73PqlAntwx9fK8lTunmsQDRTyVfzdlQYoe1z6ir75%2B1RpaY75qhBPCr4o%2FxxhnsJs%2FnmbiKhMCcZRSZI4JycRfsKDZVqV6MuoVvi1X%2BAkDzFIKAd1Fl%2FPqNEDsx4vbI0yI6qxQQoF1KHoHFH9JQTCfzWoJF%2FH0p9STTU0C%2FF7GVC6hD2BYCWHflpacyrGCnAvKhdS6L3ByV1xtq92Vh%2BLpWCxCFpMjJyNxZrdGX1Jm2Qqnd8%2Fq%2FuGIYOP8JfQucgauuC3fQT5OFDkytDoE0DnFbULALqNr5T29vxinJBDxNT1yD0dKhAincZezXAW9f%2FTMNbCe%2FdGpQwP0N%2FSNxn5G5EPfLa6%2BTTZnNeD793%2BWzLO1la0Tjdnbnb81cBrrNxBUeCnU9ENiW%2FLUlluTQQcqOTMtPooEuYTF0dWTZgrnsGGV6umx%2F3YT3AXEmPRzsLxJzxZjubOwcB0sJ43jR1hkWBjB5J5f1oc5xgVmFQTRlfT3uFHpRBv8o5K8qEj7sTpXKwyjbrTD5vdzBBjqaATALVysgdffi4MZbrGwLxxINR8cyM%2B8zRTRVhh3PqGLU%2BcZIbSNGXj2M0kIStMUFKO1g91gfpS11DVxfRb%2B5txevHGXDtHuN%2BQl4ZlL%2FBHjg%2B%2FoM184Z1vW9bFu22Hoz5vCoLe%2F0a5ha0%2FjPkMeKLpwggfm6wgbCgwU3kjvQqVMaoLVYFCOV6BstG8b4uKoA80djFn5kYSHJVPc%3D&X-Amz-Signature=af1665f7dde8f775dc8cb89a771e6321cb8e4d6fde7eddf5ad43a6a4e68d249b&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Personnel_Schedule.xlsx%22&x-id=GetObject

5.13.9. Governing Body

How many Board meetings has your governing body or Board of Directors scheduled or is expected to schedule in 2026?

5.13.10. Board of Directors or Governing Body*

Please upload a list of your organization's Board of Directors or Governing Body

*Response required

5.13.11. Commitment to Quality*

Describe actions taken by staff and the governing board to ensure: 1) Oversight of program operations;

2) the stability and financial solvency of the organization; and 3) the quality of the services provided under this project.

*Response required

5.13.12. Appeals Process*

Describe the appeals process that will be followed when persons have a complaint or dispute about the program operated by your organization.

*Response required

5.14. FINANCIAL INFORMATION (15 points maximum)

5.14.1. Detailed Project Budget*

Please download the below documents, complete, and upload.

Tab 1 of the attached spreadsheet provides a description of allowable costs that may be charged to the

CDBG Program is the Project Budget. Items not detailed on the list of allowable costs may not be charged.

Tab 2 includes the budget spreadsheet. Complete the budget identifying the amount and source of all funds and their uses.

Tab 3 includes the budget spreadsheet for the minimum requested funds. Complete the budget identifying the amount and source of all funds and their uses.

Column 1 TOTAL PROJECT BUDGET. This is the total amount budgeted for this project.

Column 2 CDBG/HOME FUNDED. This is the County CDBG/HOME funded portion of the total project budget.

• 2026_Detailed_Project_Budge...

*Response required

5.14.2. Section 3*

Does any housing property exceed $200,000 in federal sources of funds?

☐ Yes https://government-project.s3.us-west-2.amazonaws.com/164950/5a17e1b7-d888-48d4-9a9b-aff05ebc9a56_2026_Detailed_Project_Budget_-_Major-Minor_Home.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4FB5P4VY5%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155209Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEK%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQDz2iuRoBsaT27U9Xujw88SeMKg1TnD%2BWDo1WD6V%2FVw7gIhAM1eIfReyxn4ZWNAQyPBTw18Wm%2FB5TzGlgQRXrnl55xNKoMFCHgQAhoMODkyMzY0Njg3NjcyIgz1ryYpeOzifp4ZrXoq4ARKvZZecwPIpHsx%2BhaEYGRK9sg3wleRYN3Son9gacZlxE1k7HPjcYQkvqCDmv3h7aozV4yDGCW%2FQpuWzVmydMWiCiMMYcEvo%2FJJsS6YnJqoue8ns2WpDQFxJUX1axvN9EsAX%2FmTEVBtU1FP03R7nuVWuNErTI%2BL%2BIUwpjgXuJXTh15YwauA8%2FLaJsWmC5dTpmrfCbBVHNnKu%2BtQ4WcYdhShtKUoAHXa7vxcYXKwivYC1FG25BVu83Cw8KoVDiSonaiGCIyxMlPz6wqh3dMxZoEts5C8Gm9YNswDy73PqlAntwx9fK8lTunmsQDRTyVfzdlQYoe1z6ir75%2B1RpaY75qhBPCr4o%2FxxhnsJs%2FnmbiKhMCcZRSZI4JycRfsKDZVqV6MuoVvi1X%2BAkDzFIKAd1Fl%2FPqNEDsx4vbI0yI6qxQQoF1KHoHFH9JQTCfzWoJF%2FH0p9STTU0C%2FF7GVC6hD2BYCWHflpacyrGCnAvKhdS6L3ByV1xtq92Vh%2BLpWCxCFpMjJyNxZrdGX1Jm2Qqnd8%2Fq%2FuGIYOP8JfQucgauuC3fQT5OFDkytDoE0DnFbULALqNr5T29vxinJBDxNT1yD0dKhAincZezXAW9f%2FTMNbCe%2FdGpQwP0N%2FSNxn5G5EPfLa6%2BTTZnNeD793%2BWzLO1la0Tjdnbnb81cBrrNxBUeCnU9ENiW%2FLUlluTQQcqOTMtPooEuYTF0dWTZgrnsGGV6umx%2F3YT3AXEmPRzsLxJzxZjubOwcB0sJ43jR1hkWBjB5J5f1oc5xgVmFQTRlfT3uFHpRBv8o5K8qEj7sTpXKwyjbrTD5vdzBBjqaATALVysgdffi4MZbrGwLxxINR8cyM%2B8zRTRVhh3PqGLU%2BcZIbSNGXj2M0kIStMUFKO1g91gfpS11DVxfRb%2B5txevHGXDtHuN%2BQl4ZlL%2FBHjg%2B%2FoM184Z1vW9bFu22Hoz5vCoLe%2F0a5ha0%2FjPkMeKLpwggfm6wgbCgwU3kjvQqVMaoLVYFCOV6BstG8b4uKoA80djFn5kYSHJVPc%3D&X-Amz-Signature=364276ab3f63ef9abf459bfa66ea4e25f25b7447d0c34f5be03f3afabcc8dd17&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Detailed_Project_Budget_-_Major-Minor_Home.xlsx%22&x-id=GetObject

☐ No

5.14.3. Section 3 - Implementation*

If the answer above was yes, please indicate how you will implement Section 3 requirements per HUD standards. Be sure to document your project staff's experience with the new HUD Section 3 Final Rule.

More information on Section 3 can be found here: https://www.hudexchange.info/programs/section-3/

If the answer above was no, please type 'N/A'.

*Response required

5.14.4. Budget Summary and Justification*

In the space below, please describe the project budget and summary with justification for budget line items. Describe why CDBG funds are needed to ensure the viability of this project.

Can all funds awarded in 2026 be reasonably expected to be expended?

If this is a multi-year project, what amount of funds will be spent in each year?

*Response required

5.14.5. Cost Basis*

Could this project move forward without the use of CDBG funding? Explain.

*Response required

5.14.6. Organizational Budget*

Please download the below documents and complete to identify the 2025 and proposed 2026 budget for your entire organization. Upload the completed information here.

• Organizational_Budget.xlsx

*Response required

5.14.7. 2026 Cost Explanation* Complete only if significant financial changes are anticipated between 2025 and 2026. Explain specifically, by revenue source and/or account category, any noteworthy change in the 2026 request.

For example, unusual cost increases, program expansion, Living Wage requirements, or loss of revenue.

If no significant financial changes are anticipated, please respond with "N/A".

*Response required

5.14.8. Other Sources of Funds Leveraged*

Describe the sources and amounts of funds that will be contributed by your organization or leveraged from other sources for this project in the space below. Further identify other potential funding sources that have been contacted and the results of those contacts.

*Response required https://www.hudexchange.info/programs/section-3/ https://government-project.s3.us-west-2.amazonaws.com/152108/93f64b3b-7726-497a-ad21-5be18e852ea0_Organizational_Budget.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4FB5P4VY5%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155209Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEK%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQDz2iuRoBsaT27U9Xujw88SeMKg1TnD%2BWDo1WD6V%2FVw7gIhAM1eIfReyxn4ZWNAQyPBTw18Wm%2FB5TzGlgQRXrnl55xNKoMFCHgQAhoMODkyMzY0Njg3NjcyIgz1ryYpeOzifp4ZrXoq4ARKvZZecwPIpHsx%2BhaEYGRK9sg3wleRYN3Son9gacZlxE1k7HPjcYQkvqCDmv3h7aozV4yDGCW%2FQpuWzVmydMWiCiMMYcEvo%2FJJsS6YnJqoue8ns2WpDQFxJUX1axvN9EsAX%2FmTEVBtU1FP03R7nuVWuNErTI%2BL%2BIUwpjgXuJXTh15YwauA8%2FLaJsWmC5dTpmrfCbBVHNnKu%2BtQ4WcYdhShtKUoAHXa7vxcYXKwivYC1FG25BVu83Cw8KoVDiSonaiGCIyxMlPz6wqh3dMxZoEts5C8Gm9YNswDy73PqlAntwx9fK8lTunmsQDRTyVfzdlQYoe1z6ir75%2B1RpaY75qhBPCr4o%2FxxhnsJs%2FnmbiKhMCcZRSZI4JycRfsKDZVqV6MuoVvi1X%2BAkDzFIKAd1Fl%2FPqNEDsx4vbI0yI6qxQQoF1KHoHFH9JQTCfzWoJF%2FH0p9STTU0C%2FF7GVC6hD2BYCWHflpacyrGCnAvKhdS6L3ByV1xtq92Vh%2BLpWCxCFpMjJyNxZrdGX1Jm2Qqnd8%2Fq%2FuGIYOP8JfQucgauuC3fQT5OFDkytDoE0DnFbULALqNr5T29vxinJBDxNT1yD0dKhAincZezXAW9f%2FTMNbCe%2FdGpQwP0N%2FSNxn5G5EPfLa6%2BTTZnNeD793%2BWzLO1la0Tjdnbnb81cBrrNxBUeCnU9ENiW%2FLUlluTQQcqOTMtPooEuYTF0dWTZgrnsGGV6umx%2F3YT3AXEmPRzsLxJzxZjubOwcB0sJ43jR1hkWBjB5J5f1oc5xgVmFQTRlfT3uFHpRBv8o5K8qEj7sTpXKwyjbrTD5vdzBBjqaATALVysgdffi4MZbrGwLxxINR8cyM%2B8zRTRVhh3PqGLU%2BcZIbSNGXj2M0kIStMUFKO1g91gfpS11DVxfRb%2B5txevHGXDtHuN%2BQl4ZlL%2FBHjg%2B%2FoM184Z1vW9bFu22Hoz5vCoLe%2F0a5ha0%2FjPkMeKLpwggfm6wgbCgwU3kjvQqVMaoLVYFCOV6BstG8b4uKoA80djFn5kYSHJVPc%3D&X-Amz-Signature=e1c415d1095c5c2c7b59aba85ecb894ca08b30bd7a6b448c796e53bc1f3ac93b&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Organizational_Budget.xlsx%22&x-id=GetObject

5.14.9. Total Amount of Funds Leveraged*

What is the total amount of funds that will be contributed by your organization or leveraged from other sources for this project?

*Response required

5.14.10. Percent of Funds Leveraged*

What is the percentage of funds leveraged from requested amount?

*Response required

5.15. PARTNERSHIPS (5 points maximum)

5.15.1. Partnerships*

Please identify any partnerships that have been or will be formed to ensure the success of the project.

Describe the activities for ongoing and meaningful collaboration.

*Response required

5.15.2. Partnership Enhancement *

Describe how partnership(s) will enhance the applicant’s program.

*Response required

5.16. SHOVEL-READINESS (5 points maximum)

5.16.1. Shovel-Readiness*

Please describe how the project can be shovel-ready by Quarter 1 of 2026. If the project cannot be shovel-ready, please describe why.

*Response required

5.17. PAST PERFORMANCE (5 points maximum)

5.17.1. Previously Funded with Dane County CDBG/HOME Funds*

Has your organization been selected to receive Dane County CDBG/HOME funds in the past five years?

Note: Select “yes” even if your organization was selected to receive funding in the past 5 years, but the funds were declined or returned. Dane County defines ‘returned’ as any funds awarded that were not fully expended.

☐ Yes

☐ No

*Response required

5.17.2. Funds Declined or Returned*

Has your organization declined or returned Dane County CDBG/HOME funds in the last five years?

☐ Yes

☐ No

5.17.3. Funds declined or returned - Explanation

If yes, please explain.

5.18. LEGAL INFORMATION

5.18.1. Has the applicant or any owner been involved in any lawsuits or judgements in the last five (5) years or have any lawsuits pending?* ☐ Yes

☐ No

*Response required

5.18.2. Has the applicant or any owner been involved in any bankruptcy or insolvency proceedings or have any proceedings pending?

☐ Yes

☐ No

5.18.3. Has the applicant or owner had any civil or criminal charges in the last five (5) years or have any charges pending?*

☐ Yes

☐ No

*Response required

5.18.4. Does the applicant or any owner have any outstanding tax liens or judgements?*

☐ Yes

☐ No

*Response required

5.18.5. Fair Labor Practice Certification*

Has your company been found by the National Labor Relations Board ("NLRB") or the Wisconsin

Employment Relations Commission ("WERC") to have violated any statute or regulation regarding labor standards or relations in the seven years prior to the date this bid submission is signed?

Additional information about the NLRB and WERC can be found using the following links:

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

☐ Yes

☐ No

*Response required

When equals "Yes"

5.18.6. Please upload relevant information*

If yes is answered in response to question 18.5, upload a copy of any relevant information regarding such violation is required to be uploaded with your bid submission.

5.18.7. Designation of Confidential and Proprietary Information* Please specify what information you wish to designate as confidential and proprietary. Please identify section/ pages/ topic /documents, etc.

NOTE: Pricing sections cannot be designated as confidential and proprietary.

If nothing will be designated, simply type "None" in the section below.

*Response required

5.18.8. W9 Upload*

Upload your agency's W9 form here.

NOTE: The W9 is required to be signed within the past 12 months.

*Response required

5.18.9. I understand that if any addendum is issued I will have to acknowledge the posted addendum. *

☐ Yes

☐ No

*Response required

5.18.10. If an addendum is posted after I have submitted my proposal response and the resulting addendum requires action to be taken either in the Specification Section or Pricing Section, I understand that:*

1. I will have to unsubmit my proposal response.

2. I will have to acknowledge the posted addendum.

3. I will have to take action in responding to the changes on either the Specification Section or Pricing

Section.

4. I will then have to resubmit my proposal response.

Further instructions on addendum(a) postings can be found here.

☐ Yes

☐ No

*Response required

5.18.11. Vendor Affidavit- Electronic Signature *

Once you start your solicitation you will be asked to complete a DocuSign form.

NOTE: For detailed instructions on how to complete the forms via DocuSign, please access the help articles below:

https://help.procurement.opengov.com/en/articles/4413350-managing-addenda

How to Complete DocuSign Forms

How to Download, Complete and Upload without DocuSign

Click here to go to the form

*Response required https://help.procurement.opengov.com/en/articles/5659414-how-to-complete-docusign-forms https://help.procurement.opengov.com/en/articles/5608000-how-to-download-docusign-forms https://na4.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=edc59ca5-ec84-4fbd-949b-c65e2eec75b7&env=na4&acct=89dea4ef-d946-42fe-b789-43edb8d4c6b1&v=2

6. General Guidelines

6.1. REASONABLE ACCOMMODATIONS

The County will provide reasonable accommodations, including the provision of informational material in an alternative format, for qualified individuals with disabilities upon request. If you need accommodations, contact the Department of Human Services at (608) 242-6439 (voice) or Wisconsin

Relay (711).

6.2. ADDENDA & REVISIONS

In the event that it becomes necessary to provide additional clarifying data or information, or to revise any part of this RFP, revisions/amendments and/or supplements will be posted via the County’s

Procurement Portal.

It shall be the responsibility of the proposers to regularly monitor the web site for any such postings.

Proposers must acknowledge the receipt/review of any addendum(s) via the Procurement Portal.

6.3. CONTRACT TERM & FUNDING

The contract shall be effective on the date indicated on the purchase order or the contract execution date and shall run until completion of the project.

At the time of contracting with Dane County Department of Human Services, agencies must be registered entities in good standing with the Wisconsin Department of Financial Institutions.

6.4. MULTIPLE PROPOSALS

Multiple proposals from a vendor will be permissible; however each proposal must conform fully to the requirements for proposal submission. Each such proposal must be separately submitted and labeled as

Proposal #1, Proposal #2, etc.

Multiple proposals from a vendor will be permissible; however, the proposer must create separate accounts with separate log-in sequences, emails, and passwords on the County’s eProcurement

Portal.

Please message procurementsupport@opengov.com with any questions regarding set up.

6.5. PROPOSAL ORGANIZATION & FORMAT

Proposers must respond to the Vendor Questionnaire via the Procurement Portal and organize based on submission instructions.

6.6. DESIGNATION OF CONFIDENTIAL & PROPRIETY INFORMATION

All restrictions on the use of data contained within a proposal and all confidential information must be clearly stated on the Vendor Information Attachment under the “Designation of Confidential and

Proprietary Information” section.

Proprietary information submitted in a proposal, or in response to the RFP, will be handled in accordance with the applicable Wisconsin State Statute(s).

Submitted pricing will always become public information when proposals are opened and therefore cannot be designated as confidential.

Other information cannot be kept confidential unless it is a trade secret. Trade secret is defined in Sect.

134(80)(1)(c) Wis. State Statutes, as follows: "Trade secret" means information, including a formula, pattern, compilation, program, device, method technique or process to which all of the following apply:

1. The information derives independent economic value, actual or potential, from not being generally known to, and not being readily ascertainable by proper means by other persons who can obtain economic value from its disclosure or use.

2. The information is the subject of efforts to maintain its secrecy that are reasonable under the circumstances.

To the extent permitted by law, it is the intention of Dane County…