CDBG_PRO_Housing:_Addressing_Zoning,_Permitting,_&_Building_Code_Barriers_to_Affordable_Housing_(Addendum_#1_Revision).pdf

REQUEST FOR PROPOSAL

GR_4261_PROHOUSING

CDBG PRO HOUSING: ADDRESSING ZONING, PERMITTING, &

BUILDING CODE BARRIERS TO AFFORDABLE HOUSING

Dane County Department of Human Services

1202 Northport Dr.

Madison, WI 53704

RELEASE DATE: March 23, 2026

DEADLINE FOR QUESTIONS: April 3, 2026

RESPONSE DEADLINE: April 24, 2026, 11:59 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

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

Dane County Department of Human Services

REQUEST FOR PROPOSAL

CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code

Barriers to Affordable Housing

I. Introduction II. RFP Overview

III. Project Scope and Requirements IV. RFP Response Requirements & Evaluation Criteria V. Vendor Questionnaire

VI. General Guidelines VII. Standard Terms and Conditions

Attachments:

A - PRO-Housing-NOFO-Extension_FR-6800-N-98

B - CDBG_PRO_Housing_Milestone_Workbook_Final

C - CDBG_PRO_Housing_Logic-Model_Workbook_Final

D - CDBG_PRO_Housing_Detailed_Project_Budget_Final

E - CDBG PRO Housing Zoning RFP FAQs

Request For Proposal #GR_4261_PROHOUSING Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

1. Introduction

Please scroll down for RFP timeline. Vendors are invited to view a Dane County Dept of Human Services -

RFP 101 Video at this link: https://www.youtube.com/watch?v=g4FeRx7WN38

1.1. Summary

Dane County is seeking proposals from local municipalities for implementation-ready planning and policy activities, including zoning and land-use updates, permitting process improvements, and other projects that remove barriers to affordable housing production and preservation, accelerate the implementation of housing-enabling reforms, or directly unlock housing development. This funding is under the Dane County Department of Human Services' Community Development Block Grant Pathways to Removing Obstacles to Housing (CDBG PRO Housing) Program and is provided by the U.S. Department of Housing and Urban Development (HUD).

Please note that this funding and application is only open to municipalities located in Dane County.

Municipal staff must submit the application.

1.2. Background

To learn more about HUD’s definition of affordable housing, as it pertains to this RFP, please review the following resources:

• HOME_RentLimits_State_WI_2025.pdf

• https://www.hudexchange.info/programs/home/home-rent-limits/

• HOME-and-Housing-Trust-Fund-Homeownership-Sales-Price-Limits-FY-2025.xlsx

1.3. Contact Information

Katie O'Brien

Purchasing Officer

Email: obrien.katie@danecounty.gov

Phone: (608) 381-5593

Department:

Human Services

1.4. Timeline

Release Project Date March 23, 2026

Question Submission Deadline April 3, 2026, 11:59pm

Responses Posted to Questions April 17, 2026, 11:59pm https://www.youtube.com/watch?v=g4FeRx7WN38 https://www.huduser.gov/portal/datasets/home-datasets/files/HOME_RentLimits_State_WI_2025.pdf https://www.hudexchange.info/programs/home/home-rent-limits/ https://view.officeapps.live.com/op/view.aspx?src=https%3A%2F%2Fwww.huduser.gov%2Fportal%2Fdatasets%2Fhome-datasets%2Ffiles%2FHOME-and-Housing-Trust-Fund-Homeownership-Sales-Price-Limits-FY-2025.xlsx&wdOrigin=BROWSELINK mailto:obrien.katie@danecounty.gov tel:(608)381-5593

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

Proposal Submission Deadline April 24, 2026, 11:59pm

DCDHS Notifying Applicants (estimated) Summer/Fall 2026

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

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 seeking proposals from local municipalities for implementation-ready planning and policy activities, including zoning and land-use updates, permitting process improvements, and other projects that remove barriers to affordable housing production and preservation, accelerate the implementation of housing-enabling reforms, or directly unlock housing development. This funding is under the Dane County Department of Human Services' Community

Development Block Grant Pathways to Removing Obstacles to Housing (CDBG PRO Housing) Program and is provided by the U.S. Department of Housing and Urban Development (HUD).

The contact listed in this RFP 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 11:59 pm on Friday, April 3, 2026.

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.

One or more municipalities may collaborate to submit a single proposal. The application shall include clearly delineated channels of communication, duties, and memorandums of understanding where applicable.

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. 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

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing 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 11:59 pm on Friday, April 24, 2026. 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

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

3. Project Scope and Requirements

3.1. DEFINITIONS & LINKS

The following definitions and links are used throughout the RFP.

County: Dane County

Department: Dane County Department of Human Services

Dane County Department of Human Services' Website: https://dcdhs.com/

Dane County CDBG PRO Housing Website: https://cdbg.danecounty.gov/CDBG-PRO-Housing

Dane County Regional Housing Strategy (RHS) Website: https://rhs.danecounty.gov/

Dane County RHS Best Practices Residential Zoning Code to Address the Housing Crisis:

https://rhs.danecounty.gov/documents/pdf/Best-Practices-Residential-Zoning---11.5.25.pdf

Dane County Procurement Portal: https://procurement.opengov.com/portal/countyofdane

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

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

Additional Resources & Barrier Identification Tools

HUD Regulatory Barriers Clearinghouse: RBC Home Page | HUD USER

Enabling Better Places: A User’s Guide to Neighborhood Affordability: WI-Zoning-Guide-Final-2-2022

White House / Federal Housing Development Toolkit: Housing_Development_Toolkit f.2.pdf

Metropolitan Mayors Caucus: Missing-Middle-Housing-Toolkit-for-the-Chicago-Region-Smaller-File-

Size.pdf

Rent limits

• HOME_RentLimits_State_WI_2025.pdf

• https://www.hudexchange.info/programs/home/home-rent-limits/

• HOME-and-Housing-Trust-Fund-Homeownership-Sales-Price-Limits-FY-2025.xlsx

3.2. GRANT AGREEMENT TERMS

The Grant Agreement shall be effective on the execution date indicated in the Grant Agreement and shall remain in effect until the end date specified in the Grant Agreement. The Grant Agreement shall terminate on that date and shall not be subject to renewal or extension.

https://dcdhs.com/ https://cdbg.danecounty.gov/CDBG-PRO-Housing https://rhs.danecounty.gov/ https://rhs.danecounty.gov/documents/pdf/Best-Practices-Residential-Zoning---11.5.25.pdf https://procurement.opengov.com/portal/countyofdane http://www.nlrb.gov/ https://www.nlrb.gov/ http://werc.wi.gov/ https://www.huduser.gov/portal/rbc/home.html https://www.lwm-info.org/DocumentCenter/View/5566/WI-Zoning-Guide-Final-2-2022 https://obamawhitehouse.archives.gov/sites/whitehouse.gov/files/images/Housing_Development_Toolkit%20f.2.pdf https://obamawhitehouse.archives.gov/sites/whitehouse.gov/files/images/Housing_Development_Toolkit%20f.2.pdf https://mayorscaucus.org/wp-content/uploads/2025/06/Missing-Middle-Housing-Toolkit-for-the-Chicago-Region-Smaller-File-Size.pdf https://mayorscaucus.org/wp-content/uploads/2025/06/Missing-Middle-Housing-Toolkit-for-the-Chicago-Region-Smaller-File-Size.pdf https://www.huduser.gov/portal/datasets/home-datasets/files/HOME_RentLimits_State_WI_2025.pdf https://www.hudexchange.info/programs/home/home-rent-limits/ https://view.officeapps.live.com/op/view.aspx?src=https%3A%2F%2Fwww.huduser.gov%2Fportal%2Fdatasets%2Fhome-datasets%2Ffiles%2FHOME-and-Housing-Trust-Fund-Homeownership-Sales-Price-Limits-FY-2025.xlsx&wdOrigin=BROWSELINK

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

No administrative costs/expenses can be billed to the contract. Only direct project delivery costs will be allowed.

Funds awarded under this program shall be used solely to supplement and not supplant existing federal, state, or local funding. The municipality shall not use PRO Housing funds to replace, reimburse, or otherwise substitute for funds previously budgeted, committed, or expended for the same or similar activities.

Intended payment method:

Reimbursement-based payments contingent upon achievement of specified milestones and completion of County-approved deliverables. Specific payment terms will be negotiated on a post-award basis.

3.3. PROGRAM OVERVIEW

Dane County is seeking proposals under its Community Development Block Grant Pathways to Removing

Obstacles to Housing (CDBG PRO Housing) Program to support implementation-ready planning and policy activities, including zoning and land use updates, permitting process improvements, and other associated projects that remove barriers to affordable housing production and preservation, accelerate implementation of housing-enabling reforms, or directly unlock near-term housing development. This

RFP implements Dane County’s PRO Housing Action Plan and Regional Housing Strategy (RHS) by prioritizing projects that are ready to proceed and can demonstrate tangible outcomes within the contract period.

Proposals may include zoning, permitting, or regulatory reforms that remove barriers to specific housing types, such as agricultural workforce housing, accessory dwelling units (ADUs), missing middle housing, manufactured housing, supportive housing, senior housing, adaptive reuse, or faith-based housing development, provided activities are planning- and policy-based and meet CDBG eligibility and National

Objective requirements.

Activities funded under this RFP must qualify as eligible planning activities under Section 105(a)(12) of the Housing and Community Development Act and 24 CFR 570.205. General conduct of government is not an eligible cost.

This RFP funds planning and policy reform activities only. Funds may not be used for land acquisition, construction, infrastructure installation, or site-specific development costs.

Applicants must describe how reforms may benefit low- and moderate-income residents of the jurisdiction.

All subgrantees will be required to comply with County/HUD monitoring, environmental review standards, and any other applicable CDBG, federal, state, or County requirements.

Planning activities may be exempted from Section 3, Davis-Bacon, and Build America, Buy America

(BABA) requirements.

This solicitation is open only to municipalities in Dane County. Only municipal staff may submit the grant application.

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

For purposes of this RFP, category timelines are defined below.

For full list of eligible activities and the associated categories, please see Attachment C, PRO Housing

Logic Model Workbook.

Category A activities must be implementation-ready within 36 months. At least 60% of activities must be implementation-ready within 24 months, and 100% within 36 months of the RFP application submission deadline.

Category B activities must be implementation-ready within 24 months. At least 60% of activities must be implementation-ready within 18 months, and 100% within 24 months of the RFP application submission deadline.

Applications with a final score of 60 or lower, may not be considered for funding.

3.4. NEEDS AND EXPECTATIONS

This RFP is intentionally focused on implementation-ready projects that can proceed with minimal delay and reduce barriers to affordable housing. Projects should align with CDBG PRO Housing goals and Dane

County’s Regional Housing Strategy (RHS), particularly Strategy 4: Advance zoning and code reforms to increase housing choice and supply.

For a complete description of eligible activities, refer to the FY24 HUD PRO Housing Notice of Funding

Opportunity (NOFO), Section F.2, pages 16–18 (This NOFO is included as Attachment A of this RFP).

Eligible projects include, but are not limited to:

• Updating land use policies, community plans, and development guidance to advance local housing goals

• Streamlining and modernizing local permitting processes and procedures to make it easier to build new housing

• Projects that are beyond early visioning and include a clearly defined reform or implementation action

• Addressing outdated zoning, subdivision, or land use codes that limit housing types or density

• Streamlining development review, permitting, inspection, or related administrative processes

• Supporting missing middle housing, mixed-use centers, and infill development

• Increasing the production of affordable, workforce housing and/or agriculture workforce housing

• Improving housing access near jobs, services, and transit

• Leadership & capacity: Projects with clear leadership commitment and the staff/consultant capacity to implement housing reforms through completion (e.g., zoning updates, permitting improvements, policy changes).

https://rhs.danecounty.gov/ https://rhs.danecounty.gov/

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

• Community engagement: Projects that build public understanding and support for housing reforms through transparent outreach (e.g., engagement, stakeholder coordination, education/communications).

Non-eligible activities include those identified as ineligible under the HUD PRO Housing NOFO

(Attachment A), as well as the general conduct of government.

Applicants are expected to demonstrate readiness indicators such as draft ordinances, identified consultants, internal staff capacity, governing body awareness or direction, or alignment with planned adoption timelines.

3.5. GOALS, DELIVERABLES, & REPORTING REQUIREMENTS

Program Goals

• Advance zoning, code, and process reforms across Dane County

• Reduce regulatory barriers that delay or constrain housing production

• Enable housing development and increased housing choice

• Support housing outcomes aligned with fair housing goals

• Promote ready-to-implement reforms that produce measurable outcomes within the contract period

• Implement reforms consistent with the Dane County Regional Housing Strategy (RHS), including:

o Allowing a mix of housing types (missing middle, multifamily, mixed-use) o Reducing minimum lot size, parking, and setback requirements where appropriate o Improving development efficiency and predictability

• Improved zoning and building codes that address the production and preservation of affordable housing

Expected Deliverables

Deliverables may include, as applicable:

• Adoption or implementation of zoning, subdivision, or land use code amendments

• Finalization of parking, density, or dimensional standards

• Implementation of streamlined permitting, inspection, or review procedures

• Completion of consultant-supported ordinance drafting or legal review

• Documentation demonstrating readiness for housing development to proceed

Reporting Requirements

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

• Monthly status reports documenting progress toward milestones, upcoming activities, and any risks or delays

• Milestone-based progress reports tied to project timelines

• Submission of adopted ordinances, resolutions, or implementation materials

• Final report summarizing outcomes, housing impacts, and lessons learned

• Performance measures (report cumulative totals, as applicable)

3.6. IMPLEMENTATION-READINESS CRITERIA

1. Implementation-Ready Definition

For purposes of this RFP, implementation-ready projects are those for which the applicant certifies the ability to meet the required milestone completion timeframes applicable to the activity category:

Category A:

• Complete at least 60% of required project milestones within 24 months following the RFP application submission deadline; and

• Achieve 100% completion of all required project milestones within 36 months of the RFP application submission deadline.

Category B:

• Complete at least 60% of required project milestones within 18 months following the RFP application submission deadline; and

• Achieve 100% completion of all required project milestones within 24 months of the RFP application submission deadline.

Projects must be scoped so that required milestones can be achieved without a full comprehensive plan update, unless such an update is explicitly identified as a required milestone.

Implementation-ready status is an eligibility requirement. Projects that do not meet the applicable implementation-ready criteria are not eligible for funding under this RFP.

For full list of eligible activities and the associated categories, please see Attachment C, PRO Housing

Logic Model Workbook.

2. Implementation-Ready Certification

Applicants must certify that:

• The proposed milestones are achievable within the required timeframes for the applicable category;

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

• The applicant will complete at least 60% of milestones and 100% of milestones within the required category timelines (as stated above); and;

• The applicant has the legal authority and organizational capacity to implement the proposed actions.

Implementation-ready certification must be signed by the municipality’s highest-ranking official (e.g., City Mayor, Village President, or Town Chairperson).

3. Required Milestone Table

Applicants must complete the Required Milestone Tables as part of this RFP. All milestones must align with the implementation-ready requirements for the applicable category described in this

RFP. Applicants must certify that the proposed milestones are achievable within the applicable category timeframe, that the required percentage of milestones will be completed within the stated deadlines, and that the applicant has the authority to implement the proposed actions.

If the County determines that the implementation-ready certification, milestone table, or related documentation is incomplete, unclear, or contains minor deficiencies, the County may, at its sole discretion, provide the applicant with a limited time opportunity to cure.

• Applicants will be notified in writing of any deficiencies.

• Applicants will have up to 48 hours from the time of notification to submit corrections or clarifications.

• Cure submissions must be limited to addressing the specific deficiencies identified by the

County.

• The cure process may not be used to revise, expand, or materially change the proposed project, milestones, timeline, or scope.

• Failure to cure deficiencies within the allowed timeframe may result in the application being deemed non-responsive and removed from further consideration.

The County reserves the right to determine whether deficiencies are curable and whether the applicant has adequately satisfied the Implementation-Ready requirement.

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

4. RFP Response Requirements & Evaluation Criteria

General Instructions and Format for Submitting Proposal Responses

RFP Response - Proposers shall respond to the RFP questions contained within the Vendor

Questionnaire. Responses should be concise yet complete, addressing each component of every question. Vendors are advised to review each question carefully prior to responding.

For convenience, vendors may choose to draft responses in a Microsoft Word document and then copy and paste them into the questionnaire.

SECTION 5: Project Readiness - Important Eligibility Criteria

In Part 5 (Vendor Questionnaire), Section 5, you must upload documentation demonstrating that your project is implementation ready. This requirement is critical because Dane County must meet an established timeline set by the U.S. Department of Housing and Urban Development (HUD).

In Section 5, please download the required template, complete all requested fields, and upload the completed document with your response. The implementation-ready table will be evaluated on a pass/fail basis and is intended to demonstrate your municipality’s readiness to complete the proposed activities within the required project timeframe for Category A or Category B, as applicable.

You may also review the corresponding tables in the Attachments section of this RFP.

If the County determines that the implementation-ready certification, milestone table, or related documentation is incomplete, unclear, or contains minor deficiencies, the County may, at its sole discretion, allow the applicant a limited opportunity to cure the deficiency within a specified timeframe.

Scoring Information

Applications will be evaluated based on the strength of the applicant’s proposal to remove barriers to affordable housing and advance regional housing priorities, including:

• Clear identification of the regulatory, infrastructure, or capacity barrier the applicant intends to address (e.g., zoning reform, predevelopment readiness, infrastructure constraints, or development capacity);

• Alignment with Dane County RHS and broader regional housing priorities;

• Strength of the applicant’s vision to expand affordable housing production or preservation and reduce housing cost burden;

• Readiness to proceed and ability to obligate and expend funds within required timelines;

• Anticipated measurable outcomes (e.g., zoning reforms completed, housing units enabled or produced, development capacity expanded);

• Leverage of non-federal funding, partnerships, and local commitment;

• Capacity of applicants to successfully implement proposed activities; and

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

• Long-term sustainability, regional impact, and consistency with resilience, environmental, and community-based planning goals.

Dane County will prioritize development in opportunity zones through activity selection criteria, including additional points and/or tie-breaker preference for proposals located within opportunity zones or that demonstrably expand affordable housing access in high-opportunity areas.

No. Evaluation Criteria Scoring Method Weight (Points)

1. CDBG/PRO Housing Goals

Applicants must complete the logic model table which is accessible in the Vendor

Questionnaire as well as in the attachment sections of this RFP.

Only complete the rows that apply to the proposed project. The Logic Model table will serve as the primary basis for evaluation, with emphasis on the logical connections among identified barriers, proposed actions, and expected outcomes.

Applicants must identify the barrier using the

Regional Housing Strategy Tool: Best Practices

Residential Zoning Code Guide to Address the

Housing Crisis or another documented method and align each barrier with one or more eligible PRO Housing activities listed below.

Completion of all rows is not required.

Applicants should complete only those activities relevant to the proposed project.

Points Based 60 (60% of Total) https://rhs.danecounty.gov/documents/pdf/Best-Practices-Residential-Zoning---11.5.25.pdf https://rhs.danecounty.gov/documents/pdf/Best-Practices-Residential-Zoning---11.5.25.pdf https://rhs.danecounty.gov/documents/pdf/Best-Practices-Residential-Zoning---11.5.25.pdf

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

2. Cost

Budget Review (18 points possible) 18 points possible: Applicants must submit a clear and reasonable project budget aligned with proposed activities. All costs must be necessary, reasonable, and allocable in accordance with 2 CFR Part 200.

If the County determines that the budget worksheet is incomplete, contains mathematical errors, or requires clarification to confirm reasonableness and alignment with the proposed activities, the County may, at its sole discretion, provide the applicant an opportunity to cure. Applicants will have up to

48 hours from the date of notification to submit corrections or clarifications, limited to the deficiencies identified. The cure process may not be used to materially change the proposed project scope or add new activities.

Leverage (4 points possible) Municipalities that can demonstrate committed leverage funds equal to 25% of the total project budget will receive 2 points, and those demonstrating leverage funds equal to

50% of the total project budget will receive 4 points. Documentation confirming leverage commitment will be required during contracting.

Points Based 22 (22% of Total)

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

3. Narrative

Applicants must provide a brief narrative (no more than 500 words) describing the proposed project. The narrative should:

• Provide context for the barriers identified

• Explain how the selected activities address those barriers

• Describe the intended housing impact and expected change

• Clarify any information not easily captured in the table

• Describe how the proposed reforms will principally benefit low- and moderate-income persons by increasing housing access, affordability, or opportunity.

• If the proposed project addresses barriers related to a specific housing type (e.g., agricultural workforce housing, ADUs, manufactured housing, supportive housing, senior housing, adaptive reuse, or faith-based housing development), applicants must clearly identify the zoning, permitting, or regulatory barriers to be addressed and confirm that activities are limited to planning and policy reform consistent with

CDBG eligibility requirements.

• If collaborating with another municipality, please identify the municipality and describe how the collaboration will help you address the PRO Housing goals to reduce barrier to housing.

• Demonstrate how the improved zoning and building codes are addressing the production and preservation of affordable housing and clearly explain the need for such improvement.

Points Based 12 (12% of Total)

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

4. Experience and Qualifications

A. Describe the applicant’s experience implementing similar projects or reforms.

B. Identify the key staff, consultants, and/or partners who will lead this work and describe their roles. Indicate whether they are currently secured/in place or will be procured/retained if awarded.

Uploads required: Resumes or consultant agreements, collaboration letter of support.

Points Based 6 (6% of Total)

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

5. Vendor Questionnaire

5.1. CDBG/PRO HOUSING GOALS (up to 60 points)*

Please download the below documents, complete, and upload. Completion of all rows is not required.

Applicants should complete only those activities relevant to the proposed project.

Applicants should provide enough detail to enable Dane County to understand what the project and project activities are and what is expected to be completed.

For full list of eligible activities and the associated categories, please see Attachment C, PRO Housing

Logic Model Workbook.

• CDBG_PRO_Housing_Logic-Mode...

*Response required

5.2. COST (up to 22 points)*

Applicants must demonstrate in their cost proposal that PRO Housing funds will be used to supplement, and not supplant, existing funding sources. PRO Housing funds may not be used to replace or offset any federal, state, local, or private funds that have been previously budgeted, committed, or expended for the proposed activities.

As part of the cost proposal, applicants must identify all current and anticipated funding sources for the proposed activities.

The County may request additional documentation to verify compliance.

Failure to meet this requirement may result in application rejection or award recapture.

Budget Review (18 points possible)

18 points possible: Applicants must submit a clear and reasonable project budget aligned with proposed activities. All costs must be necessary, reasonable, and allocable in accordance with 2 CFR Part 200.

If the County determines that the budget worksheet is incomplete, contains mathematical errors, or requires clarification to confirm reasonableness and alignment with the proposed activities, the County may, at its sole discretion, provide the applicant an opportunity to cure. Applicants will have up to 48 hours from the date of notification to submit corrections or clarifications, limited to the deficiencies identified. The cure process may not be used to materially change the proposed project scope or add new activities.

Leverage (4 points possible)

Municipalities that can demonstrate committed leverage funds equal to 25% of the total project budget will receive 2 points, and those demonstrating leverage funds equal to 50% of the total project budget will receive 4 points. Documentation confirming leverage commitment will be required during contracting.

• CDBG_PRO_Housing_Detailed_P...

*Response required https://government-project.s3.us-west-2.amazonaws.com/242062/7f6d0652-9b52-4aac-9995-505c9bbac1af_CDBG_PRO_Housing_Logic-Model_Workbook_Final.docx https://government-project.s3.us-west-2.amazonaws.com/242062/99f37379-9204-48d9-b2ce-632824b2c5c6_CDBG_PRO_Housing_Detailed_Project_Budget_Final.xlsx

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

5.3. NARRATIVE (up to 12 points)*

Applicants must provide a brief narrative (no more than 3,000 characters) describing the proposed project. The narrative should:

• Provide context for the barriers identified

• Explain how the selected activities address those barriers

• Describe the intended housing impact and expected change

• Clarify any information not easily captured in the table

• Describe how the proposed reforms will principally benefit low- and moderate-income persons by increasing housing access, affordability, or opportunity.

• If the proposed project addresses barriers related to a specific housing type (e.g., agricultural workforce housing, ADUs, manufactured housing, supportive housing, senior housing, adaptive reuse, or faith-based housing development), applicants must clearly identify the zoning, permitting, or regulatory barriers to be addressed and confirm that activities are limited to planning and policy reform consistent with CDBG eligibility requirements.

• If collaborating with another municipality, please identify the municipality and describe how the collaboration will help you address the PRO Housing goals to reduce barrier to housing.

• Demonstrate how the improved zoning and building codes are addressing the production and preservation of affordable housing and clearly explain the need for such improvement.

• Clearly describe how PRO Housing funds will supplement existing resources and result in an increased level of investment in the proposed activities.

• Explain the impact of PRO Housing funding on the project scope, including how the activities would be reduced, delayed, or not occur in the absence of these funds.

Maximum response length: 3000 characters

*Response required

5.4. EXPERIENCE AND QUALIFICATIONS (up to 6 points)

5.4.1. Describe your municipality's experience implementing similar projects or reforms.* *Response required

5.4.2. Identify the key staff, consultants, and/or partners who will lead this work and describe their roles. Indicate whether they are currently secured/in place or will be procured/retained if awarded.*

*Response required

5.4.3. Uploads

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

Please upload consultant agreements and collaboration letter of support.

5.5. PROJECT READINESS (scored Pass/Fail)

Below, you can download the required tables, complete them, and upload them to your response. The table will be scored as pass/fail and the purpose is to demonstrate your municipality's readiness to complete the proposed activities within the required project timeframe for Category A or Category B.

Note: You may also review the tables in the Attachments section of this RFP.

If the County determines that the implementation-ready certification, milestone table, or related documentation is incomplete, unclear, or contains minor deficiencies, the County may, at its sole discretion, provide the applicant with a limited time opportunity to cure.

5.5.1. PROJECT READINESS *

Please download the below document, complete, and upload. Please be sure to complete the table for the category within you are applying for funding (Category A or Category B).

• CDBG_PRO_Housing_Milestone_...

*Response required

5.6. MUNICIPALITY INFORMATION

Please answer the following questions completely. This section of your agency's response is not scored.

5.6.1. Which municipality are you seeking funding for?*

Note: Only municipalities in Dane County are eligible for this funding.

*Response required

5.6.2. Primary Municipal Contact Person*

*Response required

5.6.3. Primary Municipal Contact Person - Position Title*

*Response required

5.6.4. Primary Municipal Contact - Phone Number*

*Response required

5.6.5. Primary Municipal Contact Person - Email Address*

*Response required

5.6.6. W9 Upload*

Upload your company's W9 form.

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

*Response required

5.6.7. Municipality UEI number:

5.6.8. Fair Labor Practice Certification *

https://government-project.s3.us-west-2.amazonaws.com/242062/64e86b26-47cd-47c4-8bf6-40475739669d_CDBG_PRO_Housing_Milestone_Workbook_Final.xlsx

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

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

5.6.9. Cooperative Purchasing*

Reference Guidelines - Section F.

Does your company agree to furnish the commodities or services of this bid to municipalities and state agencies?

☐ Yes

☐ No

*Response required

5.6.10. 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

5.7. RFP ADDENDA

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

☐ No

*Response required

5.7.2. 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.

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

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

2. I will have to acknowledge the posted addendum.

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

Section.

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

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

☐ Yes

☐ No

*Response required

5.8. SIGNATURE DECLARATION

5.8.1. Solicitation Response Declaration *

In submitting and confirming this solicitation response, we certify that we have not, either directly or indirectly, entered into any agreement or participated in any collusion or otherwise taken any action in restraint of free competition; that no attempt has been made to induce any other person or firm to submit or not to submit a solicitation response; that this solicitation response has been independently arrived at without collusion with any other vendor competitor or potential competitor; that this solicitation response has not been knowingly disclosed prior to the opening of bids to any other vendor or competitor; that the above statement is accurate under penalty of perjury.

Further, by submitting this solicitation response, firm agrees with all the terms, conditions, and specifications required by the County in this solicitation and declares that the corresponding solicitation response and pricing are in conformity therewith.

I have read and understood the entire document.

I declare under penalty of false swearing under the law of Wisconsin that the foregoing is true and correct.

☐ Please confirm

*Response required

5.9. RFP Signature Instructions

Must be signed by the municipality's highest ranked official - city mayor, village president, or town chairperson.

5.9.1. Signed on:*

Write in month, day, year and city/state in which the submission occurred.

Example: June 27, 2025 in Madison, WI

*Response required

5.9.2. Electronically signed by: *

Provide First Name, Last Name and Title https://help.procurement.opengov.com/en/articles/4413350-managing-addenda

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

Please note that this funding and application is only open to municipalities located in Dane County. Must be signed by the municipality's highest-ranked official - city mayor, village president, or town chairperson.

*Response required

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

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 contract execution date and shall run for one year from that date, with an option by mutual agreement of the County and contractor, to renew for four (4) additional one-year periods.

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.

Contracts with the Department of Human Services limit administrative costs/expenses to a 15% ceiling.

6.4. MULTIPLE PROPOSALS

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

Proposal #1, Proposal #2, etc.

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

Portal.

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

6.5. PROPOSAL ORGANIZATION & FORMAT

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

6.6. DESIGNATION OF CONFIDENTIAL & PROPRIETY INFORMATION

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

Proprietary Information” section.

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

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. At that time, all proposals will be available for review in accordance with the Wisconsin Open Records Law.

In the event the Designation of Confidentiality of this information is challenged, vendor is required to provide legal counsel or other necessary assistance to defend the Designation of Confidentiality.

Failure to designate confidential and proprietary information within the Designation of Confidential and

Proprietary Information section of the Vendor Information Attachment may mean that all information provided as part of the proposal response will be open to examination or copying. The County considers other markings of confidential in the proposal document to be insufficient. The undersigned agrees to hold the County harmless for any damages arising out of the release of any material unless they are specifically identified within the Designation of Confidential and Proprietary Information section of the

Vendor Information Attachment.

6.7. COOPERATIVE PURCHASING

Participating in cooperative purchasing gives vendors the opportunity for additional sales without additional bidding. Municipalities and state agencies use cooperative purchasing to expedite purchases.

A “municipality” is defined as any county, city, village, town, school district, board of school directors, sewer district, drainage district, vocational, technical and adult education district, or any other public body having authority to award public contracts (s. 16.70(8), Wis. Stats.). Federally recognized Indian tribes and bands in this state may participate in cooperative purchasing with the state or any municipality under ss. 66.0301(1) and (2), Wis. Stats.

On the Vendor Information page, you will have the opportunity to participate in allowing municipalities and state agencies to piggyback this bid. Participation is not mandatory. A vendor’s decision on participating in this service has no effect on awarding the bid.

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing

Dane County is not a party to these purchases or any dispute arising from these purchases and is not liable for delivery or payment of any of these purchases.

6.8. VENDOR REGISTRATION

Vendors are required to register at the County’s Procurement Portal. Registration is free and will ensure that you receive notifications of solicitations that match your profile and category code(s).

Registering allows a vendor the opportunity to receive notifications for bids issued by the County and provides the County with up-to-date company contact information.

Once registered, please check to make sure your vendor information including commodity codes is up to date by signing into your account at:

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

6.9. LOCAL PURCHASING ORDINANCE

Under County ordinances, a Local Vendor is defined as a supplier or provider of equipment, materials, supplies, or services that has an established place of business within the County of Dane. An established place of business means a physical office, plant or other facility. A post office box address does not qualify a vendor as a Local Vendor.

County ordinance provides that a local vendor automatically receive five points toward the evaluation score.

Vendors located within the counties adjacent to Dane County (Columbia, Dodge, Green, Iowa, Jefferson, Rock, or Sauk) automatically receive two points toward the evaluation score.

6.10. DANE COUNTY SUSTAINABILITY PRINCIPLES

On October 18, 2012, the Dane County Board of Supervisors adopted Resolution 103, 2012-2013 establishing the following sustainability principles for the county:

• Reduce and eventually eliminate Dane County government’s contribution to fossil fuel dependence and to wasteful use of scarce metals and minerals;

• Reduce and eventually eliminate Dane County government’s contribution to dependence upon persistent chemicals and wasteful use of synthetic substances;

• Reduce and eventually eliminate Dane County government’s contribution to encroachment upon nature and harm to life-sustaining ecosystems (e.g., land, water, wildlife, forest, soil, ecosystems);

• Reduce and eventually eliminate Dane County government’s contribution to conditions that undermine people’s ability to meet their basic human needs.

6.11. FAIR LABOR PRACTICES CERTIFICATION

Dane County Ord. 25.09 (1) is as follows:

(28) BIDDER RESPONSIBILITY. (a) Any bid, application or proposal for any contract with the county, file:///C:/portal/countyofdane

Title: CDBG PRO Housing: Addressing Zoning, Permitting, & Building Code Barriers to Affordable Housing including public works contracts regulated under chapter 40, shall include a certification indicating whether the bidder has been found by the National Labor Relations Board (NLRB) or the Wisconsin

Employment Relations Committee (WERC) to have violated any statute or regulation regarding labor standards or relations within the last seven years. The purchasing manager shall investigate any such finding and make a recommendation to the committee, which shall determine whether the conduct resulting in the finding affects the bidder’s responsibility to perform the contract.

If you indicate that you have been found by the NLRB or WERC to have such a violation on the Vendor

Information page, you must include a copy of any relevant information regarding such violation with your proposal, bid or application.

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

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

6.12. PRELIMINARY EVALUATION

The proposals will first be reviewed to determine if requirements are met. Failure to do so will result in the proposal being rejected. In the event that all vendors do not meet one or more of the requirements, the County reserves the right to continue the evaluation of the proposals and to select the proposal which most closely meets the requirements specified in this RFP.

6.13.…