CDBG_-_New_Rental_Construction.pdf

REQUEST FOR PROPOSAL

2023-RFP-047PR

CDBG - NEW RENTAL CONSTRUCTION

County of Dane

City-County Building, Room 425, 53703

Madison, WI 53703

RELEASE DATE: May 1, 2023

DEADLINE FOR QUESTIONS: June 16, 2023

RESPONSE DEADLINE: June 30, 2023, 2:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

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

County of Dane

REQUEST FOR PROPOSAL

CDBG - New Rental Construction

I. Introduction II. RFP Overview

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

VI. CDBG Application VII. General Guidelines and Terms & Conditions

VIII. Standard Terms and Conditions

Attachments:

A - Appendix A

B - Appendix B

Request For Proposal #2023-RFP-047PR Title: CDBG - New Rental Construction

1. INTRODUCTION

1.1. Summary

Home Investment Partnership (HOME) Program dollars are being made available for the development of affordable rental housing for low-and-moderate income residents of the participating communities of the Dane County Urban County Consortium (found in Appendix A.)

Dane County requires that all applicants complete the Vendor Questionnaire/CDBG application in it's 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 HOME

Investment Partnerships Program (HOME) funds. The total amount of HOME funding available for 2024 is unknown at this time. It is estimated that Dane County may have up to $600,000 in HOME funds that will be disbursed among several HOME Categories including the New Rental Construction category.

1.3. Contact Information

Megan Rogan

Purchasing Officer

210 Martin Luther King Jr. Blvd. Rm. 425

Madison, WI 53703

Email: rogan.megan@countyofdane.com

Phone: (608) 283-1487

Department:

Purchasing

1.4. Timeline

Release Project Date May 1, 2023

Question Submission Deadline June 16, 2023, 2:00pm

Question Response Deadline June 21, 2023, 2:00pm

Proposal Submission Deadline June 30, 2023, 2:00pm mailto:rogan.megan@countyofdane.com tel:(608)283-1487

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: Home Investment Partnership (HOME) Program dollars are being made available for the development of affordable rental housing for low-and-moderate income residents of the participating communities of the Dane County Urban County Consortium (found in

Appendix A.)

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, June 16, 2023.

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. Vendor Conference

A vendor conference will not be held for this RFP.

2.4. 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.

2.5. 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 NO VALUE on Friday, June 30, 2023. 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

No. Evaluation Criteria Scoring Method Weight (Points)

1. Meeting a National Objective - Need and

Justification

The program overview adequately describes the problem that is being addressed by the proposed project (worth up to 5 points).

Statements are substantiated and related to the needs and priorities in the 2020-2024

Consolidated Plan (worth up to 5 points).

Provides a description of how funds may be targeted to areas of greatest need (worth up to

10 points).

How accessible is the program geographically to low-and-moderate income persons?

Additional points will be given to projects physically located in census tracts where 47.8% of the population is considered low-and-moderate income, or projects that contain components that locate the services in close proximity to the population to be served (i.e.

community pop-ups) (worth up to 10 points).

Points Based 30 (30% of Total)

2. Project Approach

The application describes what the program/project will do; how it will be implemented, operated, and administered within a realistic time period; how it will be provided; and how low-income participants will access services. The description should include:

• A description of the work that will be undertaken and a description of how the work will address the identified problem (worth up to 5 points).

• A work plan for how the project/program will be organized, implemented, operated, and administered, and the timeline and milestones from initiation to completion. Work on the project -meaning funds will be spent - will begin in 2024. (worth up to 10 points).

• Outreach and marketing initiates that will be implemented to inform potential participants and to ensure that they are aware of the services/activities to be provided

(worth up to 5 points).

• Outcomes are identified and can reasonably be expected to be achieved (worth up to 8 points).

• If the project requires temporary displacement, indicates the number of households and describes specific assistance to be provided to households temporarily displaced

(worth up to 2 points. Maximum points awarded if no displacement).

Points Based 30 (30% of Total)

3. Experience and Qualifications

The application provides documentation to justify the organization’s capacity to conduct this project. The project is consistent with the mission of the organization.

• The organization has undertaken projects of similar complexity to the one for which funds are being requested (worth up to 4 points).

• There are staff resources with the skills and experience to administer and conduct an accountable and responsible project (worth up to 7 points).

• There appears to be adequate board and management oversight along with a commitment to quality and service improvement (worth up to 4 points).

Points Based 15 (15% of Total)

4. Financial Information

The application clearly explains and justifies each proposed budget line item and why CDBG and/or HOME funding is required to make the project viable. An explanation in included on the basis for the cost estimates for the project.

The budget is realistic. The organization is financially stable. Efforts have been made to secure and to leverage other funding for the project. The application identifies eligible sources of match, if required. Certain types of projects may also be required to submit: a budget summary, detailed project budget, prior- or current-year operating costs, and a

15-year operating budget (worth up to 15 points).

Points Based 15 (15% of Total)

5. Past Performance performance shows that the organization has been able to meet timelines and goals in a reasonable fashion, i.e., no unexpended dollars from prior years. Compliance with the contract will include, but not be limited to, submission of reports, adherence to scope of services, and quality of work. (Worth up to 5 points). New applicants will be automatically awarded 5 points.

Points Based 5 (5% of Total)

6. Partnerships

Identifies any partnerships that have been or will be formed to ensure the success of the project (worth up to 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

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

• Be legally capable of entering into a binding agreement;

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

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

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

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

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

4.3. ELIGIBLE PROPERTIES

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

County Consortium.

2. Eligible properties may be publicly or privately owned; and residential or mixed use.

3. Transitional as well as permanent housing, including group homes and SROs, is allowed.

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

Block Grant staff before funds will be committed.

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

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

4.4. ELIGIBLE EXPENSE CATEGORIES

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

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

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

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

• Legal and accounting fees, including cost certification;

• Environmental reviews;

• Builders’ or developers’ fees;

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

• Affirmative marketing, initial leasing, and marketing costs;

• Other soft costs for processing and settling the financing for a project, such as credit reports, title binders and insurances, fees for recordation and filing of legal documents, building permits, and private appraisal fees.

Please note that Federal Labor Standards, including the payment of prevailing wages under Davis-Bacon, may apply to the project.

4.5. INELIGIBLE ACTIVITIES

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

• General government expenses are ineligible.

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

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

• Purchase of equipment is generally ineligible; however:

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

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

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

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

4.6. INELIGIBLE EXPENSE CATEGORIES

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

• Refinancing of existing debt;

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

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

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

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

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

4.7. TYPES OF ASSISTANCE

Deferred payment loans.

4.8. MATCHING FUNDS

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

4.9. PROPERTY STANDARDS

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

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

Department of Industry, Labor, and Human Relations.

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

Rehabilitation Act of 1973.

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

4.10. QUALIFICATION AS AFFORDABLE HOUSING

Housing units assisted under this Agreement shall meet the provisions of 24 CFR

92.252: “Qualifications as Affordable Housing: Rental Housing.”

4.11. MECHANISM FOR SECURING AFFORDABILTY

The County will execute a Land Use Restriction Agreement with the property owner as required by 24 CFR Part 92 to ensure the period of affordability.

4.12. AFFORDABILITY PERIOD

HOME assisted rental units carry rent and occupancy restrictions. The minimum HOME affordability period for new construction of rental housing is 20 years.

4.13. TENANT INCOME ELIGIBILITY REQUIREMENTS

1. The Home assisted units will meet the provisions of 24 CFR 92.216: “ Income Targeting: Tenant-based

Rental Assistance and Rental Units.”

2. The income of each tenant will be determined in accordance with 24 CFR 92.203.

3. In addition, each year during the period of affordability, the property owner or his/her representative must re-examine each tenant’s annual income in accordance with 24 CFR Part 5 Guidelines (Part 5

Annual Income.)

4.14. LEASE REQUIREMENTS

1. The lease between the tenant and owner must be for not less than one year, unless by mutual agreement between the tenant and owner.

2. The lease may not contain any of the provisions prohibited under §92.253.

4.15. INITIAL PROJECT RENTS

1. Properties being assisted with HOME funds must comply with the rent limitations determined by HUD and explained in 24 CFR 92.252(a).

2. All initial project rents will be approved in accordance with 24 CFR 92.252(c).

4.16. SUBSEQUENT RENTS

1. The maximum rents are recalculated by HUD on a periodic basis and will be made available to rental project owners/managers.

2. Owners of HOME-assisted rental housing must annually provide information on rents and tenant occupancy to demonstrate compliance with program requirements.

4.17. FEDERAL LABOR STANDARDS

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

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

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

Requirements for Federally-Assisted Construction Projects at:

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

4.18. RECORDS

The following represents, some but not all, of the records required to be maintained:

• For each unit occupied by a low-and-moderate income household, the size, ethnicity, and income of the household;

• The rent charged (or to be charged) after assistance for each dwelling unit in each structure assisted; and

• Information necessary to show the affordability of the units occupied (or to be occupied) by low-and-moderate income households.

4.19. OBJECTIVES

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

4.20. 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 community 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 shovel-ready, meaning that rehabilitation work will begin in the year in which the contract is awarded.

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

6. It is expected that all or a portion of funds will be targeted to areas of greatest need http://portal.hud.gov/hudportal/documents/huddoc?id=4812-LRguide.pdf

4.21. CURRENT OPERATIONS

In 2023, the following awards were made in the New Rental Construction category:

Northpointe Development II Corporation Prairie Creek Senior Apartment and

Townhomes $600,000

Northpointe Development II Corporation Broadway Lofts and

Townhomes $307,469

5. RFP REPONSES REQUIREMENTS

5.1. RFP RESPONSE PREPARATION REQUIREMENTS

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.

5.2. NEED AND JUSTIFICATION

The project need and justification adequately describes the problem that is being addressed by the proposed project. Statements are substantiated with “hard” data sources. Provides a description of how funds may be targeted to areas of greatest need.

5.3. BENEFICIARIES

The application describes the population to be served. Additional points will be given to projects located in census tracts where 47.8% of the population is considered low-and-moderate income.

5.4. PROJECT APPROACH

The Application provides:

• A detailed description of the scope of work that will be undertaken and a description of how the work will address the identified problems.

• A description of any partnerships that have been or will be formed to ensure the success of the project.

• Plans for notice and the relocation process for tenants, if needed.

• A work plan for how the project/program will be organized, implemented, operated, and administered, and the timeline and milestones from initiation to completion. Work on the project – meaning funds will be spent – will begin in 2024.

5.5. EXPERIENCE AND QUALIFICATIONS

The application provides documentation to justify the organization’s capacity to conduct this project.

The project is consistent with the mission of the organization. The organization has undertaken projects of similar complexity to the one for which funds are being requested. There are staff resources with the skills and experience to administer and conduct an accountable and responsible project. There appears to be adequate board and management oversight.

5.6. FINANCIAL INFORMATION

The application clearly explains and justifies each proposed budget line item and why CDBG funding is required to make the project viable. An explanation of the bases of the cost estimates for the project is included. The budget is realistic. The organization is financially stable. Efforts have been made to secure and to leverage other funding for the project.

5.7. MANDATORY REQUIREMENTS

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

A. Be an eligible activity.

B. 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.

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

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

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

6. CDBG APPLICATION

6.1. ........................................................................................................ *L egal Status*

Please identify the Organization's Legal Status

☐ Municipality

☐ Private, Non-Profit

☐ Private, For Profit

☐ Other, LLC, LLP, Sole Proprieter

*Response required

6.2. ........................................................................................................ *F ederal EIN*

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

*Response required

6.3. ........................................................................................................ *U nique Entity Identification Number*

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

*Response required

6.4. ........................................................................................................ PR

OJECT

6.4.1. *Project Contact Person*

Please provide the full name of the Project Contact Person.

*Response required

6.4.2. Project Contact Person - Phone Number*

Please provide the phone number of the Project Contact Person.

Maximum response length: 12 characters

*Response required

6.4.3. Project Contact Person - E-mail*

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

*Response required

6.4.4. Total Project Cost*

Please provide the Total Project Cost in the space below.

*Response required

6.4.5. Funds Requested - Amount of HOME 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.

Maximum response length: 11 characters

*Response required

6.4.6. Percent of HOME Funds to Total Project Cost*

Please calculate the percentage of HOME funds requested to the total project cost.

Maximum response length: 7 characters

*Response required

6.5. ........................................................................................................ Ne ed and Justification

6.5.1. Project Name *

In the space below, please indicate the Project Name:

6.5.2. Project Address*

In the space below, please indicate the project address, including City/State/Zip.

*Response required

6.5.3. Census Tract*

In the space below, identify the census tract where the project will be located.

*Response required

6.5.4. Juristiction*

Indicate the name of the jurisdiction where the project will be located, i.e., City, Town, or Village.

6.5.5. Project Need*

In the space below, provide a brief description of the need(s) or problem(s) that will be addressed by this project.

*Response required

6.6. ........................................................................................................ PR

OJECT DESCRIPTION

6.6.1. Ownership Entity*

Please download the below documents, complete, and upload.

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

• Ownership_Entity.xlsx

*Response required

6.6.2. Taxes/Judgements*

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

☐ Yes

☐ No

*Response required

6.6.3. Taxes/Judgements*

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

☐ Yes

☐ No

*Response required

6.6.4. Taxes/Judgement*

Are there any unpaid property taxes on the subject property?

☐ Yes

☐ No https://government-project.s3.us-west-2.amazonaws.com/38946/1c922cc6-8d68-4883-800a-6a0517fa02a7_Ownership_Entity.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=Bdil5BcTtp59lMylAkr8C87%2Btus%3D&response-content-disposition=attachment%3B%20filename%3D%22Ownership_Entity.xlsx%22

6.6.5. Taxes/Judgements*

Use the following space to explain any “Yes” answers to the preceding three questions. Attach additional documentation as necessary.

*Response required

6.6.6. Community Housing Development Organization (CHDO)*

If applying for set-aside funds for a CHDO, please indicate if your organization is currently certified as a CHDO and by whom. If interested in being considered for CHDO funds from Dane County, the CHDO certification packets for Dane County must be submitted prior to or in conjunction with this application.

☐ No, not currently certified and not applying for CHDO funds

☐ Want to be considered for CHDO funds and will submit the materials for certification.

☐ Yes, currently certified in Dane County

☐ Yes, currently certified by another entity

*Response required

6.6.7. Community Housing Development Organization (CHDO)*

If "Yes, currently certified by another entity" was selected on the previous question, please identify the entity in which the organization is currently certified in the space below. If "No" was selected, please answer this question with "N/A"

*Response required

6.6.8. Project Description*

Provide a detailed description of the project.

6.6.9. Site Description*

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

*Response required

6.6.10. Legal Description of the Property*

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

6.6.11. Zoning*

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

6.6.12. Environmental*

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

*Response required

6.6.13. Site Control*

Does the owner have fee simple ownership of the property?

☐ Yes

☐ No

*Response required

6.6.14. Site Control*

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

*Response required

6.6.15. Site Control*

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

*Response required

6.6.16. Site Utilities*

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

Sewer, Storm Sewer, and Water.

6.6.17. Existing Structures*

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

*Response required

6.6.18. Demolition*

Describe the planned demolition of any buildings on the site.

*Response required

6.6.19. Relocation*

Describe the relocation plans and assistance for any tenants that will be temporarily or permanently displaced. Will this project involve the displacement of families, households, partnerships, businesses, etc. from their homes or businesses?

If yes, describe the notices and assistance your organization expects to provide and the amount of funds allocated to do so.

*Response required

6.6.20. Neighborhood Conditions*

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

*Response required

6.6.21. Neighborhood Amenities*

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

*Response required

6.6.22. Transportation*

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

*Response required

6.6.23. UNITS*

Please download the below documents, complete, and upload.

Per the attached spreadsheet, please list each site (street address) and building where the work will be undertaken. For each building, list the units by type, the number of bedrooms in the unit, the number of units, the monthly unit rent, utility allowance, and the total housing cost. If you have multiple sites, please use the additional tabs at the bottom of the spreadsheet labeled "Site 2", "Site

3", etc.

• UNIT_Spreadsheet.xlsx

6.6.24. Project Timeline*

Provide a timeline for this project. Milestones may be such items as securing all financing, bidding on construction, acquiring equipment, or hiring employees.

Please download the attached timeline template, compete, and upload.

• Project_Timeline_Table_-_Op...

*Response required

6.6.25. Site Amenities*

Please select all that apply

Select all that apply

☐ Community Building

☐ Community Room

☐ Garages

☐ Surface Parking

☐ Underground Parking

*Response required

6.6.26. Site Amenities*

If "Community Building" or "Community Room" were selected, please list the square footage for either or both in the space below.

If Garages, Surface Parking, or Underground Parking were selected, please list the number of parking spaces and the monthly rent per each selection.

*Response required

6.6.27. Other Site Amenities*

In the following space, describe the other site amenities for tenants and/or their guests.

https://government-project.s3.us-west-2.amazonaws.com/38946/313198b9-33ab-41a7-bd44-f9e65332d576_UNIT_Spreadsheet.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=JKGWEaMiCsmojg%2FWC4GzOGSbPsE%3D&response-content-disposition=attachment%3B%20filename%3D%22UNIT_Spreadsheet.xlsx%22 https://government-project.s3.us-west-2.amazonaws.com/35082/97db1fea-7449-4a03-869c-58770166913e_Project_Timeline_Table_-_OpenGov.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=MbG7HuhbpD1viP8V%2FUAxpWxcvHU%3D&response-content-disposition=attachment%3B%20filename%3D%22Project_Timeline_Table_-_OpenGov.xlsx%22

6.6.28. Interior Apartment Amenities*

In the following space, describe the interior apartment amenities.

6.6.29. Flooring*

Describe the type of flooring that will be used in the common building spaces and residential units.

6.6.30. Heating/Cooling System*

Describe the heating and cooling system that will be used in the common building spaces and residential units.

*Response required

6.6.31. Green Technologies*

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

6.6.32. Project Assistance*

Please indicate the subsidy source if this project will be receiving project based federal rental assistance.

☐ Rural Development/Rental Assistance

☐ Section 221(d)(3) BMIR

☐ Section 236

☐ Section 8 Housing Assistance Payment Contract

☐ Other

6.6.33. Project Assistance

If "Other" was selected in the previous question, please specify the type of assistance.

6.6.34. Project Assistance*

Please provide the number of units that will be receiving the project based federal rental assistance.

*Response required

6.7. ........................................................................................................ PR

OJECT APPROACH

6.7.1. *Partnerships*

In the space below, provide information on any partnerships that have been or will be formed in order to ensure the success of the project.

6.7.2. Project Manager*

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

The information requested includes:

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

Email Address.

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

*Response required

6.7.3. Project Manager - Resume

If a Project Manager has been selected, please attach the resume in this field.

6.7.4. Property Manager*

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

The information requested includes:

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

Email Address and a list of other properties managed.

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

6.7.5. Property Manager - Resume

If a Property Manager has been selected, please attach the resume in this field.

6.7.6. *Work Plan with Timeline and Milestones*

Please download the below documents, complete, and upload.

Using the attached spreadsheet, provide a work plan for how the project will be organized, implemented, and administered. Include a timeline and accomplishments from initiation through project completion. This should assume that contracts will be awarded in the second quarter of 2024

(April 1 – June 30, 2024). Add in extra quarters as needed. Examples of milestones are: acquisition, bid packages released, bids awarded, site preparation, excavation, construction begins, substantial completion, certificate of occupancy, lease-up begins, etc.

• Work_Plan_with_Timeline_and...

6.7.7. "Shovel-Ready" Projects*

A project is considered “shovel-ready” if the organization can begin expending funds within three months of receiving their award, and complete the project within one year of the date of the contract. We anticipate contracts for shovel-ready projects to be executed in the fourth quarter of

2023. Please describe if and how your project is a “Shovel-Ready” Project.

6.8. ........................................................................................................ EX

PERIENCE AND QUALIFICATIONS

6.8.1. Experience and Qualifications*

Describe the experience and qualifications of your organization related to constructing new rental housing.

6.8.2. Property Management*

https://government-project.s3.us-west-2.amazonaws.com/38946/8cd45337-701a-49b6-9130-99fe3daeedde_Work_Plan_with_Timeline_and_Milestones.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=pL1kntPcAIbjqB%2Br%2FYh4iffh0N4%3D&response-content-disposition=attachment%3B%20filename%3D%22Work_Plan_with_Timeline_and_Milestones.xlsx%22

Describe the experience and qualifications of the organization that will be handling the ongoing property management. Include information related to performing income documentation for program eligibility.

6.8.3. Staff Experience and Qualifications*

Describe the experience and qualifications of key staff to be assigned to the project. Touch on experience with both income certification and management/oversight of construction projects.

*Response required

6.8.4. Staff Resumes*

Please attach resumes for key staff to this application.

*Response required

6.8.5. Personnel Schedule*

Please download the attached spreadsheet, complete, and upload.

Using the attached spreadsheet, please complete the Personnel Schedule for all staff who will be assigned to this project. If the project will continue into 2025, complete the second table as well.

• 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.

• Personnel_Schedule.xlsx

6.8.6. Percent of Staff Turnover*

In the Space below, please list the percent of staff turnover.

Divide the number of resignations or terminations in calendar year 2022 by the total number of budgeted positions. Do not include seasonal positions https://government-project.s3.us-west-2.amazonaws.com/38946/b62caec8-20fd-418d-8484-05013a263d9f_Personnel_Schedule.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=0Uil9jDbnaynAnMgU2T3mHzKBbk%3D&response-content-disposition=attachment%3B%20filename%3D%22Personnel_Schedule.xlsx%22

6.8.7. Percent of Staff Turnover*

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 percentage was under 20%, please enter "N/A" in the space below.

6.8.8. Agency Governing Body*

How many Board meetings has your governing body or Board of Directors scheduled or is expected to schedule for 2023?

*Response required

6.8.9. Agency Governing Body*

Please download the below documents, complete, and upload. Includes names, addresses, primary occupation and board office held for your current Board of Directors or agency's governing body.

• Governing_Body_-_OpenGov.xlsx

*Response required

6.8.10. Staff/Board/Volunteers Descriptors: *

For your organization's 2023 staff, board, and volunteers, indicate by number and percentage the characteristics as described in the attached document. Please download the below documents, complete, and upload.

• StaffBoardVolunteers_Descri...

*Response required

6.9. ........................................................................................................ PR

OJECT FINANCING

6.9.1. Budget Summary and Liens*

Using the attached spreadsheet, please indicate the sources and terms of all funds that will be used towards this project in the Budget Summary section. In the Liens section of the spreadsheet, list all liens against the property.

• BUDGET_SUMMARY_AND_LIENS.xlsx

*Response required

6.9.2. Funds Needed*

https://government-project.s3.us-west-2.amazonaws.com/35082/3a0590c2-3353-4468-9e73-175a06533d8e_Governing_Body_-_OpenGov.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=pqnk6BVoOnWhCvKmgQ2%2F%2Bigu%2BUM%3D&response-content-disposition=attachment%3B%20filename%3D%22Governing_Body_-_OpenGov.xlsx%22 https://government-project.s3.us-west-2.amazonaws.com/35082/eff4ac27-8bd7-42c7-bbe7-b446dd5aa766_StaffBoardVolunteers_Descriptors_-_OpenGov.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=1bpoBpyzvUgF1hqYJ8RFN2F%2FyeE%3D&response-content-disposition=attachment%3B%20filename%3D%22StaffBoardVolunteers_Descriptors_-_OpenGov.xlsx%22 https://government-project.s3.us-west-2.amazonaws.com/38946/ef7a0153-d433-4b37-a35b-04a9990f04ec_BUDGET_SUMMARY_AND_LIENS.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=GShcnIXGRuhoGlyiXOKR7exU9SE%3D&response-content-disposition=attachment%3B%20filename%3D%22BUDGET_SUMMARY_AND_LIENS.xlsx%22

In the space below, please describe why HOME funds are needed to ensure the viability of this project. Also describe how funds are being used to address greatest need and how that determination was made. Can all funds awarded in 2024 be reasonably expected to be expended? If this is a multi-year project, what amount of funds will be spent in each year?

6.9.3. Detailed Budget*

Please download the below documents, complete, and upload.

Tab 1 of the attached spreadsheet includes a description of HOME Allowable Project Costs and Tab 2 is the fillable project budget.

• New_Rental_Construction_Det...

*Response required

6.9.4. One Year Operating Costs*

Please download the below documents, complete, and upload.

• RFP_#122050_One_Year_Operat...

*Response required

6.9.5. Operating Budget*

Please download the below documents, complete, and upload.

• RFP_#122050_Operating_Budge...

*Response required

6.9.6. Section 3 *

Does your funding request exceed $200,000 and involve construction?

☐ Yes

☐ No

*Response required

6.9.7. 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.

https://government-project.s3.us-west-2.amazonaws.com/38946/3cbba7b3-c919-495a-8559-fbb78e50e06f_New_Rental_Construction_Detailed_Budget.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=5bg2cieoZQzNJZXVj0o8yiulvcY%3D&response-content-disposition=attachment%3B%20filename%3D%22New_Rental_Construction_Detailed_Budget.xlsx%22 https://government-project.s3.us-west-2.amazonaws.com/38946/d6d05cce-d7ce-4d26-9f73-e4e90ee3f2fd_RFP_%23122050_One_Year_Operating_Costs.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=wuDJltBzA1EajDUxfYcJXslJWao%3D&response-content-disposition=attachment%3B%20filename%3D%22RFP_%2523122050_One_Year_Operating_Costs.xlsx%22 https://government-project.s3.us-west-2.amazonaws.com/38946/60b9f6c7-9237-4fdf-8f91-ed164fa0709c_RFP_%23122050_Operating_Budget.xlsx?AWSAccessKeyId=AKIAJX4CP36AEOP5JL2A&Expires=1683036917&Signature=6LFeyMaEtNp4Iw3WEkvugJBQJNk%3D&response-content-disposition=attachment%3B%20filename%3D%22RFP_%2523122050_Operating_Budget.xlsx%22

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

6.9.8. 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?

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

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

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

☐ Yes and any relevant information regarding such violation has been or will be uploaded with this bid submission.

☐ No

*Response required

6.9.9. Fair Labor Practice Certification - Documentation

If you selected yes to question 9.8, then please upload the documentation in this field.

6.9.10. 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

6.9.11. W9 Upload*

Upload your company's W9 form.

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

*Response required

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

☐ Yes https://www.hudexchange.info/programs/section-3/ https://www.hudexchange.info/programs/section-3/

☐ No

6.9.13. 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

6.9.14. 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

7. GENERAL GUIDELINES AND TERMS & CONDITIONS

GENERAL INFORMATION

7.1. 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 at a proposal opening/vendor conference, contact the Purchasing Officer listed or call

WI Relay 711 for TDD Services.

7.2. Addenda and 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 eProcurement 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 eProcurement Portal.

7.3. Contract Term and 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.

7.4. Bid Opening and Summary Posting

Dane County Purchasing will complete a summary for bids as soon as possible. The only information provided at an opening of an RFP is the name of each vendor submitting a proposal.

7.5. 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 submitted separately 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 ePcourement Portal.

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

7.6. Proposal Organization and Format

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

7.7. Designation of Confidential and Proprietary 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 to withhold the contents of the proposal from public view until such times as competitive or bargaining reasons no longer require non-disclosure, in the opinion of Dane County.