CDBG_-_Mortgage_Reduction_(Addendum_#2_Revision).pdf

REQUEST FOR PROPOSAL

42603-CDBG-MR

CDBG - MORTGAGE REDUCTION

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 - Mortgage Reduction

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 #42603-CDBG-MR Title: CDBG - Mortgage Reduction

1. Introduction

1.1. Summary

Dane County is soliciting applications from organizations interested in operating a mortgage reduction program to promote homeownership opportunities 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 operating a mortgage reduction program to promote homeownership opportunities 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. Eligible Applicants

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

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.

4.3. 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 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.

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

• 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.

4.4. 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 $500 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.

4.5. 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.

4.6. 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.

4.7. Objectives

To promote homeownership for low-and moderate-income households in the Dane County Urban

County Consortium through the provision of mortgage reduction loans.

4.8. 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.

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.

4.9. Current Operations

The 2025 funds were awarded to: Movin' Out in the amount of $141,400.00.

4.10. 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 Contact Person (1) - Name*

Please provide the full name of the Project Contact Person.

*Response required

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

Please provide the phone number of the Project Contact Person.

*Response required

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

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

*Response required

5.10.5. Project Contact Person (2) - Name*

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

*Response required

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

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

*Response required

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

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

*Response required

5.10.8. Project Financial Contact - Name*

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

5.10.9. Project Financial Contact - Phone Number*

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

*Response required

5.10.10. Project Financial Contact - Email*

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

*Response required

5.10.11. Total project cost*

Please enter the total cost of your proposed project.

*Response required

5.10.12. 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

5.10.13. 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

5.10.14. 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

5.10.15. 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. 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).

*Response required

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. Service Area*

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) (and not the City of Madison).

*Response required

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

5.12. 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. 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

5.12.7. 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

5.12.8. 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

5.12.9. 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

5.12.10. 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

5.12.11. Fair Housing, Civil Rights, and Nondiscrimination Requirements* In the space below, describe the efforts to ensure that Title VIII of the Civil Rights Act of 1968, as amended (the Fair Housing Act), as well as other applicable Federal, State, and County Civil Rights and nondiscretionary requirements are followed.

*Response required

5.12.12. Targeted Municipalities *

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=ASIA47RIURE4BMYVQLQO%2F20250527%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250527T162303Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEJj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJHMEUCIHlJAxehFQZhVtspfYTPPP%2FDPcJqCvFmQulNqeAsCbhgAiEApWZIQZpis%2BODLOnN5pSpGLCreFXBYgrr%2BqFTz37y46UqgwUIYRACGgw4OTIzNjQ2ODc2NzIiDFZHgMDVnZjhpNnxvirgBBvkCHSI8CocTOouMWVRZt5oUFanxVKW6N%2B3ohnoAiPtv3csvPgnud7VjCNAF%2BkWbDMaOBENBM0vDz2u7lis0wZjQ6qSo1VjdmNLObciI1ISbIrgHjkvTTNKDPe47JlEWONApqb39NOIu4QhTjtJwTuTZsyFsOxu6ANhoL1ffyD%2BMkd6mKK4zttwNAs%2BFKctDFmIhoIS9OveKQefOU0qebOj3whLf4IMamEaeih2X7Jp%2F6xpmNZGAIWU3Xodl8sE7qi6mFV4vn0BriHjCLhQIBAK%2F89vtcCzeE86PJCktOG9pO74Glr8K623lfBtXsGWctO0tJ8z6fh4%2BXUgatBqXWp9FeSRxbU14ELZ%2BeHnJNeL0kQ6mYHvIhmZKmLxWsCW9YJw46iXeszIA93%2FSKUqG%2BLSmU1jcIAglv7gWOkqXJmDmJtZaMrJIJLzSIxMmtNR%2FcMvt6eLbSS2byzydByossFlB%2FdZxQ0Z8ffOO9ayvS%2FdIjUzvvBpHeQYUE1VFa22%2BxNtb0Rx0BRcFeMMwLIsfBtcNb0N%2BMGxbM0HQVphKj%2FrEsjE%2BjcS6bFeyDBrYVrqVePK1HMcfxsGwlVlrkOQY42svHnUFbfnlhJl4MX8YisEC%2BKVpwYc7cF2%2BTij78GGYTaZs6oficH5tic8yr84BK8CW33B05tJWY3jrIFQUqYZfwUPAy7YEYUui%2FLw8QtOHDp%2F%2B%2BHue%2FaiiFBvccEHXGHyof4VALbjsaK%2FehRg%2BZ5EvQGpOCHtkx6JEjrB1B4if%2FleTRkmGr38k4zr47Dt6VkjACzhVtlgBmvg8GbnZDlcMKnE18EGOpsBmXhsRQ%2F0DVt0M8mw47tdiVuL5H9yrr%2BmpWrafb94YseqFyTDu27ros0zSd33qeG4AM09%2Bi1xs7uD4P1V5gJVdJK1lq0PxnKg1evsiHR9YYjfmvmDXn7897sCX6Neks%2BbPc%2FdnM%2FHSpenVTMIkvy458GXwRYcED4M2Pr5SqMtZv6t2tTqQcU2jL70th2Uf93Ltkqxyyccg0JrFrI%3D&X-Amz-Signature=cd32c7406be1ce2b140de44464f344885e40f72053c94e9fbb383191fac713bc&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Work_Plan_Timeline_Milestones.xlsx%22&x-id=GetObject

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

*Response required

5.12.13. 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

5.12.14. 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

5.12.15. 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

5.12.16. 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

5.12.17. 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

5.12.18. Displacement*

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

☐ Yes

☐ No

5.12.19. 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.

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 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'.

*Response required

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.

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=ASIA47RIURE4BMYVQLQO%2F20250527%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250527T162303Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEJj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJHMEUCIHlJAxehFQZhVtspfYTPPP%2FDPcJqCvFmQulNqeAsCbhgAiEApWZIQZpis%2BODLOnN5pSpGLCreFXBYgrr%2BqFTz37y46UqgwUIYRACGgw4OTIzNjQ2ODc2NzIiDFZHgMDVnZjhpNnxvirgBBvkCHSI8CocTOouMWVRZt5oUFanxVKW6N%2B3ohnoAiPtv3csvPgnud7VjCNAF%2BkWbDMaOBENBM0vDz2u7lis0wZjQ6qSo1VjdmNLObciI1ISbIrgHjkvTTNKDPe47JlEWONApqb39NOIu4QhTjtJwTuTZsyFsOxu6ANhoL1ffyD%2BMkd6mKK4zttwNAs%2BFKctDFmIhoIS9OveKQefOU0qebOj3whLf4IMamEaeih2X7Jp%2F6xpmNZGAIWU3Xodl8sE7qi6mFV4vn0BriHjCLhQIBAK%2F89vtcCzeE86PJCktOG9pO74Glr8K623lfBtXsGWctO0tJ8z6fh4%2BXUgatBqXWp9FeSRxbU14ELZ%2BeHnJNeL0kQ6mYHvIhmZKmLxWsCW9YJw46iXeszIA93%2FSKUqG%2BLSmU1jcIAglv7gWOkqXJmDmJtZaMrJIJLzSIxMmtNR%2FcMvt6eLbSS2byzydByossFlB%2FdZxQ0Z8ffOO9ayvS%2FdIjUzvvBpHeQYUE1VFa22%2BxNtb0Rx0BRcFeMMwLIsfBtcNb0N%2BMGxbM0HQVphKj%2FrEsjE%2BjcS6bFeyDBrYVrqVePK1HMcfxsGwlVlrkOQY42svHnUFbfnlhJl4MX8YisEC%2BKVpwYc7cF2%2BTij78GGYTaZs6oficH5tic8yr84BK8CW33B05tJWY3jrIFQUqYZfwUPAy7YEYUui%2FLw8QtOHDp%2F%2B%2BHue%2FaiiFBvccEHXGHyof4VALbjsaK%2FehRg%2BZ5EvQGpOCHtkx6JEjrB1B4if%2FleTRkmGr38k4zr47Dt6VkjACzhVtlgBmvg8GbnZDlcMKnE18EGOpsBmXhsRQ%2F0DVt0M8mw47tdiVuL5H9yrr%2BmpWrafb94YseqFyTDu27ros0zSd33qeG4AM09%2Bi1xs7uD4P1V5gJVdJK1lq0PxnKg1evsiHR9YYjfmvmDXn7897sCX6Neks%2BbPc%2FdnM%2FHSpenVTMIkvy458GXwRYcED4M2Pr5SqMtZv6t2tTqQcU2jL70th2Uf93Ltkqxyyccg0JrFrI%3D&X-Amz-Signature=6b7a560d019de12c7ebcc338f73c05600bba911bd06c3774563c4a3a0df36d17&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Personnel_Schedule.xlsx%22&x-id=GetObject

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 includes a description of allowable costs that may be charged to the

CDBG/HOME Program is the Project Budget. Items not detailed on the list of allowable costs may not be charged. Tab 2 of the attached spreadsheet includes the detailed budget. Complete the budget identifying the amount and source of all funds and their uses. Tab 3 is the detailed budget at minimum funding.

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.

Remaining Columns: Identity the remaining sources of funds and their uses for this project.

• 2026_Detailed_Project_Budge...

*Response required

5.14.2. 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

5.14.3. Cost Basis*

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

*Response required

5.14.4. 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

5.14.5. 2026 Cost Explanation* https://government-project.s3.us-west-2.amazonaws.com/164962/6d2f971d-6b2f-4bbd-b980-451b652da49b_2026_Detailed_Project_Budget_-_Non-Construction.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4BMYVQLQO%2F20250527%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250527T162303Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEJj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJHMEUCIHlJAxehFQZhVtspfYTPPP%2FDPcJqCvFmQulNqeAsCbhgAiEApWZIQZpis%2BODLOnN5pSpGLCreFXBYgrr%2BqFTz37y46UqgwUIYRACGgw4OTIzNjQ2ODc2NzIiDFZHgMDVnZjhpNnxvirgBBvkCHSI8CocTOouMWVRZt5oUFanxVKW6N%2B3ohnoAiPtv3csvPgnud7VjCNAF%2BkWbDMaOBENBM0vDz2u7lis0wZjQ6qSo1VjdmNLObciI1ISbIrgHjkvTTNKDPe47JlEWONApqb39NOIu4QhTjtJwTuTZsyFsOxu6ANhoL1ffyD%2BMkd6mKK4zttwNAs%2BFKctDFmIhoIS9OveKQefOU0qebOj3whLf4IMamEaeih2X7Jp%2F6xpmNZGAIWU3Xodl8sE7qi6mFV4vn0BriHjCLhQIBAK%2F89vtcCzeE86PJCktOG9pO74Glr8K623lfBtXsGWctO0tJ8z6fh4%2BXUgatBqXWp9FeSRxbU14ELZ%2BeHnJNeL0kQ6mYHvIhmZKmLxWsCW9YJw46iXeszIA93%2FSKUqG%2BLSmU1jcIAglv7gWOkqXJmDmJtZaMrJIJLzSIxMmtNR%2FcMvt6eLbSS2byzydByossFlB%2FdZxQ0Z8ffOO9ayvS%2FdIjUzvvBpHeQYUE1VFa22%2BxNtb0Rx0BRcFeMMwLIsfBtcNb0N%2BMGxbM0HQVphKj%2FrEsjE%2BjcS6bFeyDBrYVrqVePK1HMcfxsGwlVlrkOQY42svHnUFbfnlhJl4MX8YisEC%2BKVpwYc7cF2%2BTij78GGYTaZs6oficH5tic8yr84BK8CW33B05tJWY3jrIFQUqYZfwUPAy7YEYUui%2FLw8QtOHDp%2F%2B%2BHue%2FaiiFBvccEHXGHyof4VALbjsaK%2FehRg%2BZ5EvQGpOCHtkx6JEjrB1B4if%2FleTRkmGr38k4zr47Dt6VkjACzhVtlgBmvg8GbnZDlcMKnE18EGOpsBmXhsRQ%2F0DVt0M8mw47tdiVuL5H9yrr%2BmpWrafb94YseqFyTDu27ros0zSd33qeG4AM09%2Bi1xs7uD4P1V5gJVdJK1lq0PxnKg1evsiHR9YYjfmvmDXn7897sCX6Neks%2BbPc%2FdnM%2FHSpenVTMIkvy458GXwRYcED4M2Pr5SqMtZv6t2tTqQcU2jL70th2Uf93Ltkqxyyccg0JrFrI%3D&X-Amz-Signature=3b8c7655fb229b24a84167a546ddd8841f1a4583db2bce24cabbe0fbb5ce3aae&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Detailed_Project_Budget_-_Non-Construction.xlsx%22&x-id=GetObject 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=ASIA47RIURE4BMYVQLQO%2F20250527%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250527T162303Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEJj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJHMEUCIHlJAxehFQZhVtspfYTPPP%2FDPcJqCvFmQulNqeAsCbhgAiEApWZIQZpis%2BODLOnN5pSpGLCreFXBYgrr%2BqFTz37y46UqgwUIYRACGgw4OTIzNjQ2ODc2NzIiDFZHgMDVnZjhpNnxvirgBBvkCHSI8CocTOouMWVRZt5oUFanxVKW6N%2B3ohnoAiPtv3csvPgnud7VjCNAF%2BkWbDMaOBENBM0vDz2u7lis0wZjQ6qSo1VjdmNLObciI1ISbIrgHjkvTTNKDPe47JlEWONApqb39NOIu4QhTjtJwTuTZsyFsOxu6ANhoL1ffyD%2BMkd6mKK4zttwNAs%2BFKctDFmIhoIS9OveKQefOU0qebOj3whLf4IMamEaeih2X7Jp%2F6xpmNZGAIWU3Xodl8sE7qi6mFV4vn0BriHjCLhQIBAK%2F89vtcCzeE86PJCktOG9pO74Glr8K623lfBtXsGWctO0tJ8z6fh4%2BXUgatBqXWp9FeSRxbU14ELZ%2BeHnJNeL0kQ6mYHvIhmZKmLxWsCW9YJw46iXeszIA93%2FSKUqG%2BLSmU1jcIAglv7gWOkqXJmDmJtZaMrJIJLzSIxMmtNR%2FcMvt6eLbSS2byzydByossFlB%2FdZxQ0Z8ffOO9ayvS%2FdIjUzvvBpHeQYUE1VFa22%2BxNtb0Rx0BRcFeMMwLIsfBtcNb0N%2BMGxbM0HQVphKj%2FrEsjE%2BjcS6bFeyDBrYVrqVePK1HMcfxsGwlVlrkOQY42svHnUFbfnlhJl4MX8YisEC%2BKVpwYc7cF2%2BTij78GGYTaZs6oficH5tic8yr84BK8CW33B05tJWY3jrIFQUqYZfwUPAy7YEYUui%2FLw8QtOHDp%2F%2B%2BHue%2FaiiFBvccEHXGHyof4VALbjsaK%2FehRg%2BZ5EvQGpOCHtkx6JEjrB1B4if%2FleTRkmGr38k4zr47Dt6VkjACzhVtlgBmvg8GbnZDlcMKnE18EGOpsBmXhsRQ%2F0DVt0M8mw47tdiVuL5H9yrr%2BmpWrafb94YseqFyTDu27ros0zSd33qeG4AM09%2Bi1xs7uD4P1V5gJVdJK1lq0PxnKg1evsiHR9YYjfmvmDXn7897sCX6Neks%2BbPc%2FdnM%2FHSpenVTMIkvy458GXwRYcED4M2Pr5SqMtZv6t2tTqQcU2jL70th2Uf93Ltkqxyyccg0JrFrI%3D&X-Amz-Signature=40f0f7b648302ce6969eee7296fcba0736ea6d285c3e539b98089a5b135ebeb0&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Organizational_Budget.xlsx%22&x-id=GetObject

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

5.14.6. 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

5.14.7. 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

5.14.8. 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

*Response required

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

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, a copy of any relevant information regarding such violation is required to be uploaded with your bid submission.

*Response required

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.

http://www.nlrb.gov/

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:

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/4413350-managing-addenda 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…