CDBG_-_Public_Facilities_(Addendum_#1_Revision).pdf

REQUEST FOR PROPOSAL

42604-CDBG-PF

CDBG - PUBLIC FACILITIES

Dane County Department of Human Services

1202 Northport Dr.

Madison, WI 53704

RELEASE DATE: April 30, 2025

DEADLINE FOR QUESTIONS: May 23, 2025

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

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

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

Dane County Department of Human Services

REQUEST FOR PROPOSAL

CDBG - Public Facilities

I. Introduction II. RFP Overview

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

VI. General Guidelines VII. Terms and Conditions

Attachments:

A - Dane County UCC Participation List - 2025

B - Dane County 2026 Evaluation Criteria

Request For Proposal #42604-CDBG-PF Title: CDBG - Public Facilities

1. Introduction

1.1. Summary

Dane County is soliciting applications from organizations for the construction or rehabilitation of public facilities projects located in the participating municipalities of the Dane County Urban County

Consortium (see Appendix A). Funding is expected to be available under the HUD-funded Community

Development Block Grant (CDBG) program. Dane County requires that all applicants complete the

Vendor Questionnaire/RFP application in its entirety and sign the Signature Power Form at the end of the Questionnaire. Failure to do so may result in the application to become ineligible for funding and may not be scored.

1.2. Background

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

Development Block Grant (CDBG) funds. The total amount of CDBG funding available for 2026 is unknown at this time. It is estimated that Dane County’s annual entitlement for 2026 may have up to

$1,100,000 in CDBG funds that will be disbursed among several CDBG categories including the Public

Facilities category.

1.3. Contact Information

Katie O'Brien

Purchasing Officer

1202 Northport Dr

Madison, WI 53704

Email: obrien.katie@danecounty.gov

Phone: (608) 381-5593

Department:

Human Services

1.4. Timeline

Release Project Date April 30, 2025

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

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

Proposal Submission Deadline June 11, 2025, 2:00pm

Presentations to Application Review Team August, 2025 mailto:obrien.katie@danecounty.gov tel:(608)381-5593

Preliminary Funding Recommendations to

CDBG Commission

September 2, 2025

Public Hearing on Final Funding

Recommendations

October 9, 2025

Approval of County Board December, 2025

2026 All Grantee Meeting (Required) January 28, 2026

Funds Available for Reimbursement

(tentative)

April, 2026

2. RFP Overview

2.1. Introduction

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

The County intends to use the results of this process to award a contract or issue of purchase order for the product(s) and or services(s) stated: Dane County is soliciting applications from organizations for the construction or rehabilitation of public facilities projects located in the participating municipalities of the

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

HUD-funded Community Development Block Grant (CDBG) program. Dane County requires that all applicants complete the Vendor Questionnaire/RFP application in its entirety and sign the Signature

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

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

2.2. Clarification of the Specifications

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

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

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

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

2.3. Calendar of Events

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

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

2.4. Submittal Instructions

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

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

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

To Submit a Proposal:

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

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

3. Provide company information

4. Answer Vendor Questionnaire

5. Where indicated upload the required documents.

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

7. Confirm all files have been uploaded

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

9. Acknowledge any addenda

3. Evaluation

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

No. Evaluation Criteria Scoring Method Weight (Points)

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

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

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

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

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

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

7. Past Performance

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

Points Based 5 (5% of Total)

4. Project Overview/Scope of Services

4.1. Definitions and Links

The following definitions and links are used throughout the RFP.

County: Dane County

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

Dane County Purchasing website: www.danepurchasing.com

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

Purchasing

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

4.2. Eligible Applicants

Public or private non-profit agencies or organizations including faith-based organizations. Public facilities that are owned by a non-profit must be open to the public during normal working hours.

IMPORTANT: Municipalities should not apply under this category. Please apply under Public

Infrastructure.

4.3. Eligible Public Facilities

Public facilities in the CDBG program are broadly interpreted to include all facilities that are owned by a nonprofit and operated so as to be open to the general public. Public facilities include neighborhood facilities such as parks, playgrounds and recreational facilities, public schools, firehouses, and libraries.

Facilities designed for use in providing shelter for persons having special needs are also considering public facilities. Such facilities include: shelters for the homeless; convalescent homes; hospitals; nursing homes; battered spouse shelters; halfway houses for runaway children, drug offenders or parolees;

group homes for developmentally disabled persons and temporary housing for disaster victims.

Transitional housing facilities where residents generally reside in the units for up to two years are also considered public facilities.

CDBG funds may be used to renovate closed buildings, such as closed school buildings, for use as an eligible public facility or to rehabilitate such buildings for housing.

CDBG funds may be used for the rehabilitation, preservation, or restoration of historic properties, whether publicly or privately owned. Historic properties are those sites or structures that are listed in or eligible to be listed in the National Register of Historic Places, listed in a State or local inventory of historic places, or designated as a State or local landmark or historic district by appropriate law or ordinance. Historic preservation, however, is not authorized for buildings for the general conduct of government.

CDBG funds may be used for the construction of tornado safe shelters.

Buildings or portions thereof, used for the general conduct of government cannot be assisted with CDBG funds. However, a public facility otherwise eligible for assistance under the CDBG program may be provided with CDBG funds even if it is part of a multiple use building containing ineligible uses, if:

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

• The facility which is otherwise eligible and proposed for assistance will occupy a designated and discrete area with the larger facility; and

• It is possible to determine the costs attributable to the facility proposed for assistance as separate and distinct from the overall costs of the multiple-use building and/or facility.

Allowable costs are then limited to those attributable to the eligible portion of the building or facility.

4.4. National Objective

Four categories, three providing a benefit to low and moderate income persons and one preventing or eliminating slums or blight, are most relevant to the public facilities construction or rehabilitation category:

1. Area benefit activities (LMA)

2. Limited clientele activities (LMC)

3. Housing activities (LMH)

4. Slums and blight spot basis (SBS)

4.5. Area Benefit Activities (LMA)

Under the Area Benefit criteria, the public facility must benefit all residents of an area where at least

51.0% of the residents are low-and-moderate income. In addition:

• 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 documented on zoning maps); and

• Census data must support the documentation that at least 51.0% of the residents are low-and-moderate income.

4.6. Limited Clientele Activities (LMC)

Limited Clientele activities benefit a specific targeted group of persons of which at least 51% must be low-and-moderate income. In order to meet the LMI Limited Clientele criteria, the activity must:

• Serve at least 51% low-and-moderate income persons, as evidenced by documentation and data concerning beneficiary family size and income; OR

• Have income-eligibility requirements that limit the service to persons meeting the low-and-moderate income requirement, as evidenced by the administering agency’s procedures, intake/application forms, income limits, and other sources of documentation; OR

• Serve a group primarily presumed to be low-and-moderate income such as abused children, battered spouses, elderly persons, severely disabled adults , homeless persons, illiterate adults, persons living with AIDS, and migrant farm workers; OR

• Be of such a nature and in a location that it may be concluded that the activity’s clientele are low-and-moderate income, such as a daycare center that is designed to serve residents of a public housing complex.

4.7. Housing Activities (LMH)

Public facilities may also qualify under the housing national objective if the facility exclusively assists in the provision of housing to be occupied by low-and-moderate income persons or families.

4.8. Slum and Blind Spot Basis (SBS)

These are activities that eliminate specific conditions of blight or physical decay on a spot basis and are not located in a slum or blighted area. Activities under this category are limited to rehabilitation of public buildings and historic preservation of public property that is blighted. Furthermore, rehabilitation is limited to the extent necessary to eliminate a specific condition detrimental to public health and safety. To be considered to be detrimental to public health and safety, a condition must pose a threat to the public in general. Examples include: preservation of a deteriorated building of historic significance or rehabilitation of a decayed community center that eliminates code violations that are detrimental to the health and safety of potential occupants, like faulty wiring, falling plaster, or other similar conditions.

4.9. Eligible Activities

Eligible activities include:

• Acquisition, construction, reconstruction, installation and rehabilitation of public facilities. In undertaking these activities, design features and improvements that promote energy efficiency may be included. Such activities may also include the execution of architectural design features, and similar treatments to enhance the aesthetic quality of facilities and improvements receiving

CDBG assistance, such as decorative pavements, railings, sculptures, pools of water and fountains, and other works of art.

• Labor, materials, and other costs of rehabilitation of public facilities, including repair directed toward an accumulation of deferred maintenance, replacement of principal fixtures and components of existing structures, installation of security devices, including smoke detectors and dead bolt locks, and renovation through alterations, additions to, or enhancements of existing structures and improvements, abatement of asbestos hazards (and other contaminants).

• Improvements to increase the efficient use of energy in structures through such means as installation of storm windows and doors, siding, wall and attic insulation, and conversion, modification, or replacement of heating and cooling equipment, including the use of solar energy equipment.

• Improvements to increase the efficient use of water through such means as water savings faucets and show heads and repair of water leaks.

• Connection of residential structures to water distribution lines or local sewer collection lines.

• Improvements designed to remove material and architectural barriers that restrict the mobility and accessibility of severely disabled persons to buildings.

4.10. Ineligible Activities

Ineligible activities include:

• CDBG funds may not be used to pay for the operation, repair, or maintenance of public facilities.

• Buildings or portions thereof, used for the general conduct of government (such as Town Halls, Village Halls, etc.) cannot be assisted with CDBG funds…except for the removal of architectural barriers per 24 CFR 570.207(a)

4.11. Eligible Costs

Eligible costs include the documented costs of labor and materials necessary to complete the authorized work including:

• Costs of environmental reviews.

• Architectural, engineering, or related professional services required to prepare plans, drawings, specifications, or work write-ups;

• Costs to process and settle the financing for a project, such a private lender origination fees, credit reports, fees for title evidence, fees for recordation and filing of legal documents, building permits, attorneys fees, private appraisal fees, and fees for an independent cost estimate, builders or developers fees.

• Monitoring of Davis-Bacon Act requirements.

• Impact fees that are charged to all projects within Dane County.

• Construction/rehabilitation costs including labor, materials, and permits.

• Relocation costs for individuals or businesses displaced by the project.

Please note that Federal Labor Standards, including the payment of prevailing wages under Davis-

Bacon, may apply to the project.

4.12. Project Basics

Organizations selected as sub recipients to undertake a public facilities project will be expected to comply with the CDBG requirements. These include, in part:

• Not beginning any work until a Notice to Proceed has been issued by Dane County. The County is required to complete an environmental review that may require publication and approval by

HUD.

• Establishing written selection procedures for procurement transactions.

• Establishing written protest procedures to handle and resolve disputes relating to procurement.

• Establishing written standards of conduct governing the performance of employees engaged in the award and/or administration of contracts.

• Designating a Labor Standards Officer (if applicable).

• If Project award from Dane County is greater than $200,000, then discuss Section 3 preference in contracting with Dane County.

• Following Build America By America standards (if applicable).

• Following Federal procurement guidelines and maintaining appropriate documentation.

• Obtaining any necessary permits.

• Following Federal Labor Standards and reporting guidelines.

• Monitoring of the construction/rehabilitation.

• Maintaining all required documentation (copies for Dane County) and submitting reports in a timely fashion to Dane County.

4.13. Types of Assistance

Grants for the amount of the project costs not covered by other funding sources are typically provided.

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

4.14. Objectives

To provide assistance to construct or rehabilitate senior centers, youth centers, and other public facilities.

4.15. Needs

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

Dane County Urban County Consortium.

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

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

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

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

Quarter 1 of 2026.

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

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

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

I. Subrecipients that are directly funded under the CDBG Program may not engage in inherently religious activities, such as worship, religious instruction, or proselytization, as part of the program. If a

Subrecipient conducts such activities, the activities must be offered separately in time or location, from the CDBG-funded program, and participation must be voluntary for the beneficiaries of the CDBG-funded program.

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

County has given notice to proceed.

4.16. Current Operations

There were no awards made in 2025. In 2024, funds were awarded to Badger Prairie Needs Network in the amount of $156,886.71.

4.17. Mandatory Requirements

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

1. Be an eligible activity.

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

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

IN THE CITY OF MADISON.

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

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

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

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

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

5. RFP Application

5.1. Legal Status*

Please identify the Organization's Legal Status

☐ Municipality

☐ Private, Non-Profit

☐ Private, For Profit

☐ Other, LLC, LLP, Sole Proprieter

*Response required

5.2. Federal Employer Identification Number (EIN)*

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

*Response required

5.3. Organization Name*

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

Institutions.

*Response required

5.4. Organization Name - Documentation*

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

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

*Response required

5.5. Unique Entity Identifier (UEI)*

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

*Response required

5.6. Unique Entity Identification Number - Documentation*

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

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

*Response required

5.7. Highest Ranking Person - Name*

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

Executive Officer) at the applicant’s organization.

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

5.8. Highest Ranking Person - Phone Number*

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

Executive Officer) at the applicant’s organization.

*Response required

5.9. Highest Ranking Person - E-Mail*

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

Executive Officer) at the applicant’s organization.

*Response required

5.10. PROJECT

5.10.1. Project Name*

Please enter the Project Name for which you are applying.

*Response required

5.10.2. Project Contact Person (1) - Name*

Please provide the full name of the Project Contact Person.

*Response required

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

Please provide the phone number of the Project Contact Person.

*Response required

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

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

*Response required

5.10.5. Project Contact Person (2) - Name*

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

*Response required

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

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

*Response required

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

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

5.10.8. Project Financial Contact - Name*

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

5.10.9. Project Financial Contact - Phone Number*

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

*Response required

5.10.10. Project Financial Contact - Email*

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

*Response required

5.10.11. Total project cost*

Please enter the total cost of your proposed project.

*Response required

5.10.12. Funds requested*

Please enter the dollar amount of funding you are requesting.

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

Maximum response length: 11 characters

*Response required

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

100.

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

Maximum response length: 7 characters

*Response required

5.10.14. Minimum Funds Requested*

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

Maximum response length: 11 characters

*Response required

5.10.15. Brief Project Summary*

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

Maximum response length: 300 characters

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

5.11.1. Project Type*

Select the project type that the CDBG funds will be applied to:

☐ Acquisition Only

☐ New Construction Only

☐ Rehab Work Only

☐ Combination of Acquisition and Construction (New or Rehab)

*Response required

5.11.2. Facility Type*

Following the acquisition, construction or rehab work, what type of public facility will exist?

☐ Abused and Neglected Children Facility

☐ AIDS Patient Facilities

☐ Child Care Center

☐ Community Center

☐ Domestic Violence Shelter

☐ Fire Station

☐ Group Home

☐ Halfway House

☐ Handicapped Center

☐ Health Facility

☐ Park

☐ Recreational Facility

☐ Senior Center

☐ Tornado Safe Shelter

☐ Transitional Housing Facility

☐ Youth Center

☐ Other

*Response required

5.11.3. Facility Type*

If "Other" was selected in the previous question, please specify the type of public facility. Type N/A if you did not select "Other".

*Response required

5.11.4. Meeting a National Objective*

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

5.11.5. Which national objective does your project meet?*

Check the appropriate statement (1 or 2) below that best describes the national objective that will be met by this project.

☐ #1—This is an area benefit activity offered to all residents of an area where at least 51% are low- and moderate-income. The service area is primarily residential in nature.

☐ #2—This is a limited clientele activity targeted to a specific group of persons, of whom at least 51% are low- and moderate-income.

*Response required

5.11.6. How will the project meet low-and-moderate income Limited Clientele criteria?*

If #2 was selected in the question above, how will the project meet low-and-moderate income Limited

Clientele criteria (select one response. If #1 was selected in the question above, please select #5 - "N/A")

☐ #1 - Collect information on beneficiary family size and income

☐ #2 - Have income-eligibility requirements that limit the service to persons meeting the low and moderate-income requirement, as evidenced by the administering agency’s procedures, intake/application forms, income limits, and other sources of documentation.

☐ #3 - Serve a group primarily presumed to be low-and-moderate income such as abused children, battered spouses, elderly persons, severely disabled adults, homeless persons, illiterate adults, persons living with AIDS, and migrant farm workers

☐ #4 - Be of such a nature and in a location that it may be concluded that the activity’s clientele is low and moderate income, for example, a daycare center that is designed to serve residents of a public housing complex.

☐ #5 - N/A

*Response required

5.11.7. Needs and Priorities*

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

*Response required

5.11.8. Target Areas of Greatest Need*

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

*Response required

5.11.9. Language Access - Plan*

Has your organization developed a Language Access Plan?

☐ Yes

☐ No

*Response required

5.11.10. Language Access Plan Upload

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

5.11.11. Language Access - Interpretation Services*

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

Zoom, Teams or any other platform).

*Response required

5.11.12. Language Access - Translation Services*

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

*Response required

5.11.13. Language Access - Marketing Materials*

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

*Response required

5.11.14. Language Access Upload - Signage

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

5.11.15. Program Accessibility*

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

*Response required

5.11.16. Urban County Consortium (UCC)*

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

County Urban County Consortium (UCC).

*Response required

5.12. PROJECT APPROACH (35 points maximum)

5.12.1. Project Description*

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

Word Minimum: 200 words

*Response required

5.12.2. Eligibility Guidelines*

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

5.12.3. Referral and Application Process*

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

*Response required

5.12.4. Program Capacity*

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

*Response required

5.12.5. Waiting List*

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

*Response required

5.12.6. Project Location*

Indicate where the project is located. Please include Building Name, Street Address, City, Zip Code, and

Municipality.

The facility must be physically located in the Dane County Urban County Consortium excluding the

City of Madison as identified in Appendix A.

*Response required

5.12.7. Census Tract*

In what census tract is the project located?

The facility must be physically located in the Dane County Urban County Consortium excluding the

City of Madison as identified in Appendix A.

*Response required

5.12.8. Legal Description of the Property*

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

*Response required

5.12.9. Property Owner*

In the space below, please indicate the name and contact information of the current owner of the property.

Please include the Property Owner's name, Address including City, State, & Zip Code, Primary Contact

Person and Title, Telephone, Alternate Phone, Fax, and Email address.

*Response required

5.12.10. Site Control*

Does the owner have fee simple ownership of the property?

☐ Yes

☐ No

5.12.11. Site Control*

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

*Response required

5.12.12. Site Control*

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

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

*Response required

5.12.13. 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

5.12.14. Phase I Environmental Site Assessment (ESA)

Please upload your Phase I ESA.

5.12.15. Phase II Environmental Site Assessment (ESA)

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

5.12.16. 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.

*Response required

5.12.17. Existing Structures*

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

*Response required

5.12.18. Demolition*

Describe the planned demolition of any buildings on the site. If not applicable, please type "n/a".

*Response required

5.12.19. 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.

5.12.20. 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

5.12.21. Transportation*

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

*Response required

5.12.22. Facility Hours*

List below the hours that the facility is expected to be open to the general public for each day of the week.

*Response required

5.12.23. Project Manager*

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

The Requested information includes Project Manager Name, Address, City, State, Zip Code, Primary

Contact Person and Title, Telephone, Alternative Phone, Fax, and Email Address.

If a Project Manager has not been identified, please describe how one will be selected.

*Response required

5.12.24. Architectural/Engineering Design*

In the space below, describe any architectural/engineering design work, such as preparing plans, drawings, specifications, work write-ups, and/or cost estimates that has been or will be undertaken for this project.

NOTE: In order for these costs to be covered, HUD procurement requirements must be followed.

*Response required

5.12.25. Work Priorities*

In the space below, provide a description of how the work will be prioritized if the needed work exceeds the allowable budget.

*Response required

5.12.26. Project Timeline and Milestones*

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

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

• 2026_Work_Plan_Timeline_Mil...

5.12.27. Green Technologies*

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

*Response required

5.12.28. Targeted Municipalities *

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

*Response required

5.12.29. Outreach and Marketing Initiatives*

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

Word minimum: 200 words

*Response required

5.12.30. Population to be Served*

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

*Response required

5.12.31. Low to Moderate Income Benefit*

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

*Response required

5.12.32. Outcome/Proposed Accomplishments*

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

Each household = 1 beneficiary self-certification form

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

Outcomes/Proposed Accomplishments.

*Response required

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

Each household = 1 beneficiary self-certification form https://government-project.s3.us-west-2.amazonaws.com/152108/81260d4a-682f-40c6-8bf4-9339f1c87efd_2026_Work_Plan_Timeline_Milestones.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4EHSYKGGU%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155448Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEK%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQC4T3AqifMO%2FKiHAznGG3O%2B5WG7k%2BvdmdEOgk4XZ3LBIgIhAPvIJ6KjbRabogJYYEkcTP3VaGc9nfSqNnTcBps6w8wqKoMFCHgQAhoMODkyMzY0Njg3NjcyIgy8TjSgDP703I9CShIq4AR7BW8BcTjDY82QYDUYy2mW2BxxcOsAbN4sSNQ1X2YXYat%2FEg%2BJKi%2FJTJhJuZDd38Wm5ncOUppaqDLaVRhisR9XYjmogbCQrddTT%2FulM%2F18LbGR%2F65fSh2LI%2Bz5o6vRvxDdNQf4xomelmmRBcDgbAJaMqvJx3Deo4cDNeKS0rzi94Z2Cj5HPIJw655Qh%2BuWgaPedQiX1nAqq8rkBALF29cfx7nHWuSnxDrBG6iMdkp377%2FAiJNGhZCgd7CPyao11c9xQo80ZrOwGNI%2FUzl8vcktCEp7eU%2BRgfSOUbYMqyM8K1%2Bs7AClQj8mExmfvEJlnMHMdI93zzjfTwv7pYxFjGCoYhqHgefMd0POsgeNQmktBD6zAnb9pzhVAj9COOSCwrF9zYilmFNdV5eHAOlNfszLVmCvw2Umjzo98imoRISq1ehFd35tkA9qwvPdKxyYaAD4oFgSotcQgT2njb1pPD5wFjL8sKClVdc4TO0MPlLDTC0XCJzhGWZh0UFQA5JnfMTgyrp7lQdch2mO0qmx5LWQzKTw8nRUE2IpTdscCgyMI1S7waKWoHghUt54zIheu5Nzz5TnkqPiN2wZB1exh95mJnyT8nd%2FDhXYVeHmwJav3hKH4MBG1ZJPy4ghY5nF0Xiu2GjYT736PzKje4hRgOgGVaCActEm%2FdG7Rao8d18DPsYC2kOZPlqUWwdoOddcOS2LfE3EuxookqAfDfPN3qb7rqphFpFW6Ih2aC%2BgcuJ%2FOmJmuuFyyjU3PflH%2BQd2CPaCXGWatVm99R2TM19GwG4wh9CxGrg%2FUzBCLPWmrNrOdTC5y9zBBjqaAUJdNOYIQk6hs8D9YvOxthJ4nVXIpaLhpYsbOEHU8iHd7WLZ%2FDGcQmmEULYfkFVE9BwcIGC%2FAoc5bes0gG9biymyeJrt0NAJ3bBS37QkD2degskW3WQ5HaLVE4fYkKzHQifopEY2BFWZZMVbf9nE1tqoQcqFNoROPO2xWg%2FslXPUdC5dG%2B1JRFVzAVvyhp2G1CjYNDEVQZwS66Q%3D&X-Amz-Signature=8150052af327c8752546895e1282357cfe1d1bd79d79426b488f10730d89fde9&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Work_Plan_Timeline_Milestones.xlsx%22&x-id=GetObject

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

Outcomes/Proposed Accomplishments.

*Response required

5.12.34. Outcomes/Proposed Accomplishments - Narrative

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

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

Word Minimum: 200 words

5.12.35. Displacement*

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

☐ Yes

☐ No

*Response required

5.12.36. Displacement Plan

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

5.13. EXPERIENCE & QUALIFICATIONS (15 points maximum)

5.13.1. Experience and Qualifications*

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

*Response required

5.13.2. Income Documentation*

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

*Response required

5.13.3. Service Improvement*

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

*Response required

5.13.4. Staff Experience & Qualifications*

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

5.13.5. Staff Resumes*

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

*Response required

5.13.6. Personnel Schedule*

Please download the below documents, complete, and upload.

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

Column 1) Each individual staff position by title.

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

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

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

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

• 2026_Personnel_Schedule.xlsx

*Response required

5.13.7. Percent of Staff Turnover*

Divide the number of resignations or terminations in calendar year 2024 by the total number of budgeted positions. Do not include seasonal positions.

*Response required

5.13.8. Staff Turnover - 20% or more*

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

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

*Response required

5.13.9. Governing Body

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

5.13.10. Board of Directors or Governing Body*

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

*Response required

5.13.11. Commitment to Quality*

https://government-project.s3.us-west-2.amazonaws.com/152108/0084a26d-e5bf-40eb-af0a-d3721e97315d_2026_Personnel_Schedule.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4EHSYKGGU%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155448Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEK%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQC4T3AqifMO%2FKiHAznGG3O%2B5WG7k%2BvdmdEOgk4XZ3LBIgIhAPvIJ6KjbRabogJYYEkcTP3VaGc9nfSqNnTcBps6w8wqKoMFCHgQAhoMODkyMzY0Njg3NjcyIgy8TjSgDP703I9CShIq4AR7BW8BcTjDY82QYDUYy2mW2BxxcOsAbN4sSNQ1X2YXYat%2FEg%2BJKi%2FJTJhJuZDd38Wm5ncOUppaqDLaVRhisR9XYjmogbCQrddTT%2FulM%2F18LbGR%2F65fSh2LI%2Bz5o6vRvxDdNQf4xomelmmRBcDgbAJaMqvJx3Deo4cDNeKS0rzi94Z2Cj5HPIJw655Qh%2BuWgaPedQiX1nAqq8rkBALF29cfx7nHWuSnxDrBG6iMdkp377%2FAiJNGhZCgd7CPyao11c9xQo80ZrOwGNI%2FUzl8vcktCEp7eU%2BRgfSOUbYMqyM8K1%2Bs7AClQj8mExmfvEJlnMHMdI93zzjfTwv7pYxFjGCoYhqHgefMd0POsgeNQmktBD6zAnb9pzhVAj9COOSCwrF9zYilmFNdV5eHAOlNfszLVmCvw2Umjzo98imoRISq1ehFd35tkA9qwvPdKxyYaAD4oFgSotcQgT2njb1pPD5wFjL8sKClVdc4TO0MPlLDTC0XCJzhGWZh0UFQA5JnfMTgyrp7lQdch2mO0qmx5LWQzKTw8nRUE2IpTdscCgyMI1S7waKWoHghUt54zIheu5Nzz5TnkqPiN2wZB1exh95mJnyT8nd%2FDhXYVeHmwJav3hKH4MBG1ZJPy4ghY5nF0Xiu2GjYT736PzKje4hRgOgGVaCActEm%2FdG7Rao8d18DPsYC2kOZPlqUWwdoOddcOS2LfE3EuxookqAfDfPN3qb7rqphFpFW6Ih2aC%2BgcuJ%2FOmJmuuFyyjU3PflH%2BQd2CPaCXGWatVm99R2TM19GwG4wh9CxGrg%2FUzBCLPWmrNrOdTC5y9zBBjqaAUJdNOYIQk6hs8D9YvOxthJ4nVXIpaLhpYsbOEHU8iHd7WLZ%2FDGcQmmEULYfkFVE9BwcIGC%2FAoc5bes0gG9biymyeJrt0NAJ3bBS37QkD2degskW3WQ5HaLVE4fYkKzHQifopEY2BFWZZMVbf9nE1tqoQcqFNoROPO2xWg%2FslXPUdC5dG%2B1JRFVzAVvyhp2G1CjYNDEVQZwS66Q%3D&X-Amz-Signature=bd8404c39134774b27dab7e14d36299f5828402a230b9f270cbb763325af15d3&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Personnel_Schedule.xlsx%22&x-id=GetObject

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

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

*Response required

5.13.12. Appeals Process*

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

*Response required

5.14. FINANCIAL INFORMATION (15 points maximum)

5.14.1. Detailed Project Budget*

Please download the below documents, complete, and upload.

• 2026_Detailed_Budget_-_Publ...

*Response required

5.14.2. Additional Federal Assistance*

Is this project receiving any additional federal funds?

☐ Yes

☐ No

*Response required

5.14.3. Certification of Federal Assistance

If yes, please upload a document certifying the following information:

• Name of applicant organization

• Federal assistance program(s) name and CFDA number(s) (if applicable)

• Project name

• Project description

• Federal funding amount(s) requested and status

• Name and title of authorize representative

• Signature and date

• Organization’s EIN

5.14.4. Budget Summary and Justification*

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

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

https://government-project.s3.us-west-2.amazonaws.com/164971/ee3afb20-4def-4c7f-bcd3-cfcc16fa3e5b_2026_Detailed_Budget_-_Public_Facilities_Infrastructure.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4EHSYKGGU%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155448Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEK%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQC4T3AqifMO%2FKiHAznGG3O%2B5WG7k%2BvdmdEOgk4XZ3LBIgIhAPvIJ6KjbRabogJYYEkcTP3VaGc9nfSqNnTcBps6w8wqKoMFCHgQAhoMODkyMzY0Njg3NjcyIgy8TjSgDP703I9CShIq4AR7BW8BcTjDY82QYDUYy2mW2BxxcOsAbN4sSNQ1X2YXYat%2FEg%2BJKi%2FJTJhJuZDd38Wm5ncOUppaqDLaVRhisR9XYjmogbCQrddTT%2FulM%2F18LbGR%2F65fSh2LI%2Bz5o6vRvxDdNQf4xomelmmRBcDgbAJaMqvJx3Deo4cDNeKS0rzi94Z2Cj5HPIJw655Qh%2BuWgaPedQiX1nAqq8rkBALF29cfx7nHWuSnxDrBG6iMdkp377%2FAiJNGhZCgd7CPyao11c9xQo80ZrOwGNI%2FUzl8vcktCEp7eU%2BRgfSOUbYMqyM8K1%2Bs7AClQj8mExmfvEJlnMHMdI93zzjfTwv7pYxFjGCoYhqHgefMd0POsgeNQmktBD6zAnb9pzhVAj9COOSCwrF9zYilmFNdV5eHAOlNfszLVmCvw2Umjzo98imoRISq1ehFd35tkA9qwvPdKxyYaAD4oFgSotcQgT2njb1pPD5wFjL8sKClVdc4TO0MPlLDTC0XCJzhGWZh0UFQA5JnfMTgyrp7lQdch2mO0qmx5LWQzKTw8nRUE2IpTdscCgyMI1S7waKWoHghUt54zIheu5Nzz5TnkqPiN2wZB1exh95mJnyT8nd%2FDhXYVeHmwJav3hKH4MBG1ZJPy4ghY5nF0Xiu2GjYT736PzKje4hRgOgGVaCActEm%2FdG7Rao8d18DPsYC2kOZPlqUWwdoOddcOS2LfE3EuxookqAfDfPN3qb7rqphFpFW6Ih2aC%2BgcuJ%2FOmJmuuFyyjU3PflH%2BQd2CPaCXGWatVm99R2TM19GwG4wh9CxGrg%2FUzBCLPWmrNrOdTC5y9zBBjqaAUJdNOYIQk6hs8D9YvOxthJ4nVXIpaLhpYsbOEHU8iHd7WLZ%2FDGcQmmEULYfkFVE9BwcIGC%2FAoc5bes0gG9biymyeJrt0NAJ3bBS37QkD2degskW3WQ5HaLVE4fYkKzHQifopEY2BFWZZMVbf9nE1tqoQcqFNoROPO2xWg%2FslXPUdC5dG%2B1JRFVzAVvyhp2G1CjYNDEVQZwS66Q%3D&X-Amz-Signature=d3e6568547b6a5ec12cc3b32342c0b84a9e474d5c348b2c7c4311b17dc25dd95&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Detailed_Budget_-_Public_Facilities_Infrastructure.xlsx%22&x-id=GetObject

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

5.14.5. Cost Basis*

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

*Response required

5.14.6. Organizational Budget*

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

• Organizational_Budget.xlsx

*Response required

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

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

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

*Response required

5.14.8. Section 3*

Does your funding request exceed $200,000 in federal sources of funds per project activity?

☐ Yes

☐ No

*Response required

5.14.9. Section 3 - Implementation*

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

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

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

5.14.10. Build America Buy America (BABA)*

Does your total project cost exceed $250,000 in all sources of funds?

☐ Yes

☐ No…