CDBG_-_Tenant_Based_Rental_Assistance_(Addendum_#2_Revision).pdf

REQUEST FOR PROPOSAL

42605-CDBG-TBRA

CDBG - TENANT BASED RENTAL ASSISTANCE

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 - Tenant Based Rental Assistance

I. Introduction II. RFP Overview

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

VI. General Guidelines VII. Terms and Conditions

Attachments:

A - Dane County UCC Participation List - 2025

B - Dane County 2026 Evaluation Criteria

C - CDBG - Policies - HOME TBRA - REV 03192024

Request For Proposal #42605-CDBG-TBRA Title: CDBG - Tenant Based Rental Assistance

1. Introduction

1.1. Summary

Dane County is soliciting applications from organizations interested in operating a tenant based rental assistance program. Funding is being made available under the Home Investment Partnership (HOME)

Program. Please refer to the attached documents for additional details. Dane County requires that all applicants complete the Vendor Questionnaire/RFP application in its entirety and sign the Signature

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

1.2. Background

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

Investment Partnerships Program (HOME) funds. The total amount of HOME funding available in 2026 is unknown at this time. It is estimated that Dane County may have up to $600,000 in HOME funds that will be disbursed among several HOME Categories, including the Tenant-Based Rental Assistance 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 interested in operating a tenant based rental assistance program. Funding is being made available under the Home Investment Partnership (HOME) Program. Please refer to the attached documents for additional details. Dane County requires that all applicants complete the Vendor Questionnaire/RFP application in its entirety and sign the Signature Power Form at the end of the Questionnaire. Failure to do so may result in the application to become ineligible for funding and may not be scored.

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

2.2. Clarification of the Specifications

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

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

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

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

2.3. Calendar of Events

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

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

2.4. Submittal Instructions

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

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

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

To Submit a Proposal:

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

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

3. Provide company information

4. Answer Vendor Questionnaire

5. Where indicated upload the required documents.

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

7. Confirm all files have been uploaded

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

9. Acknowledge any addenda

3. Evaluation

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

No. Evaluation Criteria Scoring Method Weight (Points)

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

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

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

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

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

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

7. Past Performance

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

Points Based 5 (5% of Total)

4. Project Overview/Scope of Services

4.1. Definitions and Links

The following definitions and links are used throughout the RFP.

County: Dane County

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

Dane County Purchasing website: www.danepurchasing.com

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

Purchasing

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

4.2. Eligible Applicants

Public or private non-profit agencies or organizations including faith-based organizations.

4.3. Project Basics

Organizations selected as subrecipients to operate a tenant based rental assistance program will be expected to comply with the requirements in the HOME Tenant-Based Rental Assistance (TBRA)

Program Standards for operating the program. These include, in part:

1. Marketing the program.

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

3. Determining appropriate unit size, rental subsidies and household contributions for program participants.

4. Ensuring potential rental units meet CFR 24 §982.401 HUD Housing Quality Standards and pass the National Standards for the Physical Inspection of Real Estate (NSPIRE) Standards.

5. Ensuring potential rental units constructed before 1978 are inspected for lead-based paint hazards. If deteriorated paint is found, ensuring it is properly remediated in compliance with the Lead Safe Housing Rule.

6. Ensuring assisted rental units are rented for reasonable amount, compared to rents charged for comparable unassisted units.

7. Reviewing the leases for all assisted units and ensuring they meet the requirements of 24 CFR

§92.209 TBRA: Eligible costs and requirements.

8. Managing and maintaining housing assistance contracts with participating landlords, including making timely rent payments.

4.4. Term of Tenant-Based Rental Assistance

1. The term of TBRA must run in conjunction with the term of the lease, and may not exceed twenty-four (24) months.

http://www.nlrb.gov/ http://werc.wi.gov/ https://www.ecfr.gov/current/title-24/subtitle-B/chapter-IX/part-982/subpart-I/section-982.401 https://www.hudexchange.info/programs/lead-based-paint/lshr-toolkit/introduction/ https://www.ecfr.gov/current/title-24/subtitle-A/part-92/subpart-E/subject-group-ECFRf448ea7bbdfb69a/section-92.209 https://www.ecfr.gov/current/title-24/subtitle-A/part-92/subpart-E/subject-group-ECFRf448ea7bbdfb69a/section-92.209

2. A household’s TBRA may be renewed depending on availability of funds, and continued tenant and unit eligibility.

3. The term of the rental assistance contract must begin on the first day of the term of the lease.

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.

4.5. Eligible Expense Categories

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

1. The rental assistance and security deposit payments provided for program participants.

2. The costs of inspecting the tenant based rental assistance units.

3. The costs of determining the income eligibility and rent subsidies of assisted households.

4.6. Ineligible Use of TBRA Funds

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

1. Make commitments to specific owners for specific units/projects. Tenants must be free to use the assistance in any eligible unit;

2. Assist resident owners of cooperative housing that qualifies as home ownership housing. TBRA may, however, be used by a tenant who is renting from a cooperative unit owner;

3. Prevent displacement of, or provide relocation assistance to tenants as a result of activities other than the HOME Program.

4. Pay for the overnight or temporary shelter of homeless persons.

5. Duplicate existing rental assistance programs that already reduce the tenant’s rent payment to

30 percent of income. For example, if a household is already receiving assistance under the

HUD Section 8 Housing Choice Voucher Program, the household may not also receive assistance under a HOME TBRA program.

4.7. Tenant Income Eligibility Requirements

1. Income limits are established by household size and revised annually by the U.S. Department of

Housing and Urban Development (HUD). In order to be eligible, program participants’ total

Gross Annual Household Income must be at or below 60 percent area median income.

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

Determinations.

https://www.hud.gov/helping-americans/housing-choice-vouchers-tenants https://www.ecfr.gov/current/title-24/subtitle-A/part-92/subpart-E/section-92.203

4.8. Lease Requirements

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

2. The lease may not contain any of the provisions prohibited under 24 CFR §92.253 Tenant protections and selection.

4.9. Eligible Units

1. TBRA assisted units must be located in Dane County. A waiver may be requested if the TBRA assisted unit is in a contiguous county to Dane County and other waiver conditions are met.

2. TBRA assisted units must meet 24 CFR §982.401 HUD Quality Standards and pass the National

Standards for the Physical Inspection of Real Estate (NSPIRE) Standards. The property must pass an NSPIRE Inspection prior to the effective date of the TBRA assistance.

3. Properties constructed or manufactured before 1978 must be inspected for lead-based paint hazards. If deteriorated paint is found it must be properly remediated in compliance with the

Lead Safe Housing Rule.

4. TBRA participants may select units that are privately-owned. TBRA may not be provided to a family who proposes to rent a unit that receives project-based rental assistance through

Federal, state or local programs, if the HOME assistance would provide duplicative subsidy.

5. TBRA assisted units must rent for a reasonable amount, compared to rents charged for comparable unassisted units. Subrecipients administering a TBRA program on behalf of the

County must document the basis for their rent reasonableness determinations.

4.10. Occupancy Standards

Occupancy standards are used to provide consistent criteria for determining the unit size for which the household is eligible and thus, the amount of assistance to be provided. Fair housing rules permit a household to select smaller units that do not create seriously overcrowded conditions. Participants may also select larger units at their own expense (i.e., TBRA subsidy will not cover the increased cost of a larger unit). In addition to the number of bedrooms, both the size of the unit and the size of the bedrooms should be considered when evaluating the individual circumstances of the family.

1. No more than two persons are required to (or should) occupy a bedroom;

2. Persons of different generations (i.e., grandparents, parents, children), persons of the opposite sex (other than spouses/couples) and unrelated adults are not required to share a bedroom;

3. Children of the same sex, within 5 years of age, and couples living as domestic partners

(whether or not legally married) must share the same bedroom for purpose of assigning the bedroom size on housing HOME Program TBRA Voucher;

https://www.ecfr.gov/current/title-24/subtitle-A/part-92/subpart-F/section-92.253 https://www.ecfr.gov/current/title-24/subtitle-B/chapter-IX/part-982/subpart-I/section-982.401

4. A live-in care attendant who is not a member of the family is not required to share a bedroom with another household member;

5. Individual medical problems (i.e., chronic illness) sometimes require either separate bedroom for household members who would otherwise be required to share a bedroom or an extra bedroom to store medical equipment. (Note: Documentation supporting the larger sized unit and related subsidy is required.)

6. In most instances, a bedroom is not provided for a family member who will be absent most of the time, such as a member who is away in the military. A larger size HOME Program TBRA

Voucher may be issued for an absent family member if individual circumstances warrant.

4.11. Objectives

To promote access to rental housing for low-income households through the provision of rental subsidy assistance.

4.12. Needs

1. Projects must assist low-and moderate-income persons in Dane County. A waiver may be issued for neighboring counties when criteria standards are met.

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

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

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

5. Projects must be shovel-ready, meaning the project 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/ready for implementation by Quarter 1 of 2026.

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

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

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

4.13. Current Operations

The 2025 funds were awarded to The Salvation Army of Dane County in the amount of $80,000.00 and

WayForward Resources in the amount of $175,000.00.

4.14. Mandatory Requirements

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

• Be an eligible activity.

• Be located in, or provide services to residents of Dane County. A waiver may be issued for neighboring counties when criteria standards are met.

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

• Not be a HUD listed debarred or ineligible contractor.

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

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

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

5. RFP Application

5.1. Legal Status*

Please identify the Organization's Legal Status

☐ Municipality

☐ Private, Non-Profit

☐ Private, For Profit

☐ Other, LLC, LLP, Sole Proprieter

*Response required

5.2. Federal Employer Identification Number (EIN)*

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

*Response required

5.3. Organization Name*

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

Institutions.

*Response required

5.4. Organization Name - Documentation*

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

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

*Response required

5.5. Unique Entity Identifier (UEI)*

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

*Response required

5.6. Unique Entity Identification Number - Documentation*

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

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

*Response required

5.7. Highest Ranking Person - Name*

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

Executive Officer, or Chief Elected Official) at the applicant’s organization.

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

5.8. Highest Ranking Person - Phone Number*

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

Executive Officer, or Chief Elected Official) at the applicant’s organization.

*Response required

5.9. Highest Ranking Person - E-Mail

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

Executive Officer, or Chief Elected Official) at the applicant’s organization.

5.10. PROJECT

5.10.1. Project Name*

Please enter the Project Name for which you are applying.

*Response required

5.10.2. Project Address*

Please enter the agency's address.

*Response required

5.10.3. Project Contact Person (1) - Name*

Please provide the full name of the Project Contact Person.

*Response required

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

Please provide the phone number of the Project Contact Person.

*Response required

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

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

*Response required

5.10.6. Project Contact Person (2) - Name*

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

*Response required

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

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

*Response required

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

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

5.10.9. Project Financial Contact - Name*

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

*Response required

5.10.10. Project Financial Contact - Phone Number*

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

*Response required

5.10.11. Project Financial Contact - Email*

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

*Response required

5.10.12. Total project cost*

Please enter the total cost of your proposed project.

*Response required

5.10.13. Funds requested*

Please list the amount of funding for which you are applying in the space below.

Maximum response length: 11 characters

*Response required

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

100.

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

Maximum response length: 7 characters

*Response required

5.10.15. Minimum Funds Requested*

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

Maximum response length: 11 characters

*Response required

5.10.16. Brief Project Summary*

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

Maximum response length: 300 characters

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

5.11.1. Meeting a National Objective*

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

*Response required

5.11.2. Needs and Priorities*

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

*Response required

5.11.3. Target Areas of Greatest Need*

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

*Response required

5.11.4. Language Access - Plan*

Has your organization developed a Language Access Plan?

☐ Yes

☐ No

*Response required

5.11.5. Language Access Plan Upload

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

5.11.6. Language Access - Interpretation Services*

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

Zoom, Teams or any other platform).

*Response required

5.11.7. Language Access - Translation Services*

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

*Response required

5.11.8. Language Access - Marketing Materials*

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

5.11.9. Language Access Upload - Signage

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

5.11.10. Program Accessibility*

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

*Response required

5.11.11. Physical Location*

Units rented as a result of this project must be located in Dane County. Explain specifically how the proposed project will remain in Dane County for the duration of the project.

*Response required

5.12. PROJECT APPROACH (35 points maximum)

5.12.1. Project Description*

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

Word Minimum: 200 words

*Response required

5.12.2. Eligibility Guidelines*

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

*Response required

5.12.3. Referral and Application Process*

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

*Response required

5.12.4. Program Capacity*

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

*Response required

5.12.5. Waiting List*

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

*Response required

5.12.6. Supportive Services*

In the space below, provide a description of supportive services, if any that will be provided to program participants.

5.12.7. Tenant Selection Criteria*

In the space below, describe the selection criteria that will be used to determine how participants will be selected to receive assistance.

*Response required

5.12.8. Rental Subsidy Criteria*

If using more restrictive standards than those specified in the RFP and Program Standards, in the following space, provide a description of the rental subsidy criteria that will be considered when making program participant subsidy determinations.

NOTE: Please consider that further restricting the program may limit the number of participants in the program.

*Response required

5.12.9. NSPIRE Inspections*

In the space below, provide a description of who, when, and how the required National Standard for the

Physical Inspection of Real Estate (NSPIRE) inspections will be conducted. Provide information on the background and training of the individual(s) who will conduct the inspections to meet new NSPIRE inspection requirement. If this individual is yet to be selected, identify the criteria and process that will be used for selection.

*Response required

5.12.10. Project Timeline and Milestones*

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

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

• 2026_Work_Plan_Timeline_Mil...

*Response required

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

*Response required

5.12.12. Targeted Municipalities *

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

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=ASIA47RIURE4GYFPKRBC%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155551Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjELD%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJGMEQCIGAntaVP5ZCxn5KnOs8ieKe7FVkhnokvIpeF5Bmh8lZXAiAqzdw7i2rbAkxwRx12akaZ6U1IAHzJO3ViiEV2471T8yqDBQh5EAIaDDg5MjM2NDY4NzY3MiIMTVcpXh1kO6vPG5ZZKuAEAl32D4v6GnYxh3gq6L7IUI1Of%2FW%2F1VWOjwmLM9cyW%2FWgxc3h2w0%2B%2B9WdX5z9TlRvq3yXSBhBYMQ1kAqN19Vv7BEtVLLAH%2FemQ6hemInZxZCmZjbv67ly4F7OMmBtNau3qh5l3jCRUUq0mufND6i7AFL9Re1lpBxpuEC9T%2Btm49B1RvkphpqtF%2FZ2knDEAuq0%2Bd%2FGjKoQ8oUPXz0MdP%2BQ0DDrI6TR34BKm9bdLW%2BkKQDpeaXGQxf8600dmm81ay53EMdUvsrMhM3tW9Cv%2BdEIsB3qQF6PtSP6oDkywxn4oGty3TiTiQjc%2FTQzXzWdyxrZkfXRsTX%2B7wP%2BZ7U1gWkwmv1h6qIk8JE0eOGw%2Bi8ZrZfRZkmkoU8N%2FKt15KnjHh81zgDweKkeMXHhRriMkNU7zybsIVNTD68aF385UzswolzsyCSEZpgSsGkWwR1h%2BGIPOZpLJNOaVcngBd5%2FYJdIOcR2ZAYRrmI0EghPJtCFA%2B57h7b9hUAY7nBDZYz585WHqNy97Mjhf7BrHPvPfxGrGANVj36Wml2XOnEoTxWiuEsUxRbXdWEcn9%2F9WQxoVP83dmBvjNxYcdSo68rPzStOQkEPp4b8VU4CHTUBzslldGx%2BHHo965P%2F5Sp7vPf2Mne%2FXpzvq7ivMDZ7Cmaw%2BDWnY2ZKCzQxefT9TajUwUXyHoXBZOzSvmkY%2B%2BXQxKE0cL2L6fMzllfhDgioh07iWXN%2B03GkQoOKedeZqtCJJDAR2toUbHsv5chHlj8TeP9STufjkt6o9%2FASNAw%2FgnGBoIXOX%2FpkvaqSqkUdyooVhSkCQOQwjeDcwQY6nAFZDAaYFVHAdoxHRHDRGL4gtkCxzKqJOx1MpoJG2wHwnfgjGZbc7nqADCABKCN5D%2BS8IyLikSzmOCpaPsY%2BF3A9NZd3jC4n90cgOD06O8E0Xg7nQF2xJbdOaSKspLTGQlPzc%2BbSa2tIoITmPhHst%2FrerCmFbudos1meingEpAluUWVOZgQj%2FQE0rQwgfIHts%2FNZnNAZdNm24VO3M00%3D&X-Amz-Signature=82db4c7e87eb2c2e826127ea996ad0b8bf7c120842ed86c8e64b02a318568d7b&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Work_Plan_Timeline_Milestones.xlsx%22&x-id=GetObject

5.12.13. Outreach and Marketing Initiatives*

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

Word minimum: 200 words

*Response required

5.12.14. Population to be Served*

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

*Response required

5.12.15. Low and 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

5.12.16. 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

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

Each household = 1 beneficiary self-certification form

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

Outcomes/Proposed Accomplishments.

*Response required

5.12.18. 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

5.12.19. 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

5.12.20. 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.

*Response required

5.13.5. Staff Resumes*

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

*Response required

5.13.6. Personnel Schedule*

Please download the below documents, complete, and upload.

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

Column 1) Each individual staff position by title.

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

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

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

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

• 2026_Personnel_Schedule.xlsx

*Response required

5.13.7. Percent of Staff Turnover*

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

*Response required

5.13.8. Staff Turnover - 20% or more*

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

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

*Response required

5.13.9. Governing Body

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

5.13.10. Board of Directors or Governing Body*

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

*Response required

5.13.11. Commitment to Quality*

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

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

*Response required

5.13.12. Appeals Process*

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

https://government-project.s3.us-west-2.amazonaws.com/152108/0084a26d-e5bf-40eb-af0a-d3721e97315d_2026_Personnel_Schedule.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4GYFPKRBC%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155551Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjELD%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJGMEQCIGAntaVP5ZCxn5KnOs8ieKe7FVkhnokvIpeF5Bmh8lZXAiAqzdw7i2rbAkxwRx12akaZ6U1IAHzJO3ViiEV2471T8yqDBQh5EAIaDDg5MjM2NDY4NzY3MiIMTVcpXh1kO6vPG5ZZKuAEAl32D4v6GnYxh3gq6L7IUI1Of%2FW%2F1VWOjwmLM9cyW%2FWgxc3h2w0%2B%2B9WdX5z9TlRvq3yXSBhBYMQ1kAqN19Vv7BEtVLLAH%2FemQ6hemInZxZCmZjbv67ly4F7OMmBtNau3qh5l3jCRUUq0mufND6i7AFL9Re1lpBxpuEC9T%2Btm49B1RvkphpqtF%2FZ2knDEAuq0%2Bd%2FGjKoQ8oUPXz0MdP%2BQ0DDrI6TR34BKm9bdLW%2BkKQDpeaXGQxf8600dmm81ay53EMdUvsrMhM3tW9Cv%2BdEIsB3qQF6PtSP6oDkywxn4oGty3TiTiQjc%2FTQzXzWdyxrZkfXRsTX%2B7wP%2BZ7U1gWkwmv1h6qIk8JE0eOGw%2Bi8ZrZfRZkmkoU8N%2FKt15KnjHh81zgDweKkeMXHhRriMkNU7zybsIVNTD68aF385UzswolzsyCSEZpgSsGkWwR1h%2BGIPOZpLJNOaVcngBd5%2FYJdIOcR2ZAYRrmI0EghPJtCFA%2B57h7b9hUAY7nBDZYz585WHqNy97Mjhf7BrHPvPfxGrGANVj36Wml2XOnEoTxWiuEsUxRbXdWEcn9%2F9WQxoVP83dmBvjNxYcdSo68rPzStOQkEPp4b8VU4CHTUBzslldGx%2BHHo965P%2F5Sp7vPf2Mne%2FXpzvq7ivMDZ7Cmaw%2BDWnY2ZKCzQxefT9TajUwUXyHoXBZOzSvmkY%2B%2BXQxKE0cL2L6fMzllfhDgioh07iWXN%2B03GkQoOKedeZqtCJJDAR2toUbHsv5chHlj8TeP9STufjkt6o9%2FASNAw%2FgnGBoIXOX%2FpkvaqSqkUdyooVhSkCQOQwjeDcwQY6nAFZDAaYFVHAdoxHRHDRGL4gtkCxzKqJOx1MpoJG2wHwnfgjGZbc7nqADCABKCN5D%2BS8IyLikSzmOCpaPsY%2BF3A9NZd3jC4n90cgOD06O8E0Xg7nQF2xJbdOaSKspLTGQlPzc%2BbSa2tIoITmPhHst%2FrerCmFbudos1meingEpAluUWVOZgQj%2FQE0rQwgfIHts%2FNZnNAZdNm24VO3M00%3D&X-Amz-Signature=6528d9043aaa017c366aa1386edbd33fd9cf9bb2e80cb4dc42ffd606086aa7ae&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Personnel_Schedule.xlsx%22&x-id=GetObject

5.14. FINANCIAL INFORMATION (15 points maximum)

5.14.1. Detailed Project Budget*

Please download the below documents, complete, and upload.

• 2026_Detailed_Project_Budge...

*Response required

5.14.2. Budget Summary and Justification*

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

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

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

*Response required

5.14.3. Cost Basis*

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

*Response required

5.14.4. Organizational Budget*

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

• Organizational_Budget.xlsx

*Response required

5.14.5. 2026 Cost Explanation* Complete only if significant financial changes are anticipated between 2025 and 2026. Explain specifically, by revenue source and/or account category, any noteworthy change in the 2026 request.

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

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

*Response required

5.14.6. Other Sources of Funds Leveraged*

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

*Response required

5.14.7. Total Amount of Funds Leveraged*

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

https://government-project.s3.us-west-2.amazonaws.com/164983/32ab031c-89a3-4787-a83e-7f2c2869e125_2026_Detailed_Project_Budget_-_TBRA.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4GYFPKRBC%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155551Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjELD%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJGMEQCIGAntaVP5ZCxn5KnOs8ieKe7FVkhnokvIpeF5Bmh8lZXAiAqzdw7i2rbAkxwRx12akaZ6U1IAHzJO3ViiEV2471T8yqDBQh5EAIaDDg5MjM2NDY4NzY3MiIMTVcpXh1kO6vPG5ZZKuAEAl32D4v6GnYxh3gq6L7IUI1Of%2FW%2F1VWOjwmLM9cyW%2FWgxc3h2w0%2B%2B9WdX5z9TlRvq3yXSBhBYMQ1kAqN19Vv7BEtVLLAH%2FemQ6hemInZxZCmZjbv67ly4F7OMmBtNau3qh5l3jCRUUq0mufND6i7AFL9Re1lpBxpuEC9T%2Btm49B1RvkphpqtF%2FZ2knDEAuq0%2Bd%2FGjKoQ8oUPXz0MdP%2BQ0DDrI6TR34BKm9bdLW%2BkKQDpeaXGQxf8600dmm81ay53EMdUvsrMhM3tW9Cv%2BdEIsB3qQF6PtSP6oDkywxn4oGty3TiTiQjc%2FTQzXzWdyxrZkfXRsTX%2B7wP%2BZ7U1gWkwmv1h6qIk8JE0eOGw%2Bi8ZrZfRZkmkoU8N%2FKt15KnjHh81zgDweKkeMXHhRriMkNU7zybsIVNTD68aF385UzswolzsyCSEZpgSsGkWwR1h%2BGIPOZpLJNOaVcngBd5%2FYJdIOcR2ZAYRrmI0EghPJtCFA%2B57h7b9hUAY7nBDZYz585WHqNy97Mjhf7BrHPvPfxGrGANVj36Wml2XOnEoTxWiuEsUxRbXdWEcn9%2F9WQxoVP83dmBvjNxYcdSo68rPzStOQkEPp4b8VU4CHTUBzslldGx%2BHHo965P%2F5Sp7vPf2Mne%2FXpzvq7ivMDZ7Cmaw%2BDWnY2ZKCzQxefT9TajUwUXyHoXBZOzSvmkY%2B%2BXQxKE0cL2L6fMzllfhDgioh07iWXN%2B03GkQoOKedeZqtCJJDAR2toUbHsv5chHlj8TeP9STufjkt6o9%2FASNAw%2FgnGBoIXOX%2FpkvaqSqkUdyooVhSkCQOQwjeDcwQY6nAFZDAaYFVHAdoxHRHDRGL4gtkCxzKqJOx1MpoJG2wHwnfgjGZbc7nqADCABKCN5D%2BS8IyLikSzmOCpaPsY%2BF3A9NZd3jC4n90cgOD06O8E0Xg7nQF2xJbdOaSKspLTGQlPzc%2BbSa2tIoITmPhHst%2FrerCmFbudos1meingEpAluUWVOZgQj%2FQE0rQwgfIHts%2FNZnNAZdNm24VO3M00%3D&X-Amz-Signature=433f7040aff74b3e5ced1b7bdd53613760ad5c53def05b691ee8e764c592683f&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%222026_Detailed_Project_Budget_-_TBRA.xlsx%22&x-id=GetObject https://government-project.s3.us-west-2.amazonaws.com/152108/93f64b3b-7726-497a-ad21-5be18e852ea0_Organizational_Budget.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4GYFPKRBC%2F20250528%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250528T155551Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjELD%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJGMEQCIGAntaVP5ZCxn5KnOs8ieKe7FVkhnokvIpeF5Bmh8lZXAiAqzdw7i2rbAkxwRx12akaZ6U1IAHzJO3ViiEV2471T8yqDBQh5EAIaDDg5MjM2NDY4NzY3MiIMTVcpXh1kO6vPG5ZZKuAEAl32D4v6GnYxh3gq6L7IUI1Of%2FW%2F1VWOjwmLM9cyW%2FWgxc3h2w0%2B%2B9WdX5z9TlRvq3yXSBhBYMQ1kAqN19Vv7BEtVLLAH%2FemQ6hemInZxZCmZjbv67ly4F7OMmBtNau3qh5l3jCRUUq0mufND6i7AFL9Re1lpBxpuEC9T%2Btm49B1RvkphpqtF%2FZ2knDEAuq0%2Bd%2FGjKoQ8oUPXz0MdP%2BQ0DDrI6TR34BKm9bdLW%2BkKQDpeaXGQxf8600dmm81ay53EMdUvsrMhM3tW9Cv%2BdEIsB3qQF6PtSP6oDkywxn4oGty3TiTiQjc%2FTQzXzWdyxrZkfXRsTX%2B7wP%2BZ7U1gWkwmv1h6qIk8JE0eOGw%2Bi8ZrZfRZkmkoU8N%2FKt15KnjHh81zgDweKkeMXHhRriMkNU7zybsIVNTD68aF385UzswolzsyCSEZpgSsGkWwR1h%2BGIPOZpLJNOaVcngBd5%2FYJdIOcR2ZAYRrmI0EghPJtCFA%2B57h7b9hUAY7nBDZYz585WHqNy97Mjhf7BrHPvPfxGrGANVj36Wml2XOnEoTxWiuEsUxRbXdWEcn9%2F9WQxoVP83dmBvjNxYcdSo68rPzStOQkEPp4b8VU4CHTUBzslldGx%2BHHo965P%2F5Sp7vPf2Mne%2FXpzvq7ivMDZ7Cmaw%2BDWnY2ZKCzQxefT9TajUwUXyHoXBZOzSvmkY%2B%2BXQxKE0cL2L6fMzllfhDgioh07iWXN%2B03GkQoOKedeZqtCJJDAR2toUbHsv5chHlj8TeP9STufjkt6o9%2FASNAw%2FgnGBoIXOX%2FpkvaqSqkUdyooVhSkCQOQwjeDcwQY6nAFZDAaYFVHAdoxHRHDRGL4gtkCxzKqJOx1MpoJG2wHwnfgjGZbc7nqADCABKCN5D%2BS8IyLikSzmOCpaPsY%2BF3A9NZd3jC4n90cgOD06O8E0Xg7nQF2xJbdOaSKspLTGQlPzc%2BbSa2tIoITmPhHst%2FrerCmFbudos1meingEpAluUWVOZgQj%2FQE0rQwgfIHts%2FNZnNAZdNm24VO3M00%3D&X-Amz-Signature=c5f1aa52490822dd8e94c69f6c407a9b46ec7f0430891fda08124cc1a3f6f596&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Organizational_Budget.xlsx%22&x-id=GetObject

5.14.8. Percent of Funds Leveraged*

What is the percentage of funds leveraged from requested amount?

*Response required

5.15. PARTNERSHIPS (5 points maximum)

5.15.1. Partnerships*

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

Describe the activities for ongoing and meaningful collaboration.

*Response required

5.15.2. Partnership Enhancement *

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

*Response required

5.16. SHOVEL-READINESS (5 points maximum)

5.16.1. Shovel-Readiness*

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

*Response required

5.17. PAST PERFORMANCE (5 points maximum)

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

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

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

☐ Yes

☐ No

*Response required

5.17.2. Funds Declined or Returned*

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

☐ Yes

☐ No

*Response required

5.17.3. Funds declined or returned - Explanation

If yes, please explain.

5.18. LEGAL INFORMATION

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

☐ No

*Response required

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

☐ Yes

☐ No

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

☐ Yes

☐ No

*Response required

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

☐ Yes

☐ No

*Response required

5.18.5. Fair Labor Practice Certification*

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

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

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

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

☐ Yes

☐ No

*Response required

When equals "Yes"

5.18.6. Please upload relevant information*

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

*Response required

5.18.7. Designation of Confidential and Proprietary Information* http://www.nlrb.gov/ http://werc.wi.gov/

Please specify what information you wish to designate as confidential and proprietary. Please identify section/ pages/ topic /documents, etc.

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

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

*Response required

5.18.8. W9 Upload*

Upload your agency's W9 form here.

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

*Response required

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

☐ Yes

☐ No

*Response required

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

1. I will have to unsubmit my proposal response.

2. I will have to acknowledge the posted addendum.

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

Section.

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

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

☐ Yes

☐ No

*Response required

5.18.11. Vendor Affidavit- Electronic Signature *

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

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

How to Complete DocuSign Forms

How to Download, Complete and Upload without DocuSign https://help.procurement.opengov.com/en/articles/4413350-managing-addenda https://help.procurement.opengov.com/en/articles/5659414-how-to-complete-docusign-forms https://help.procurement.opengov.com/en/articles/5608000-how-to-download-docusign-forms

Click here to go to the form https://na4.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=edc59ca5-ec84-4fbd-949b-c65e2eec75b7&env=na4&acct=89dea4ef-d946-42fe-b789-43edb8d4c6b1&v=2

6. General Guidelines

6.1. REASONABLE ACCOMMODATIONS

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

Relay (711).

6.2. ADDENDA & REVISIONS

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

Procurement Portal.

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

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

6.3. CONTRACT TERM & FUNDING

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

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

6.4. MULTIPLE PROPOSALS

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

Proposal #1, Proposal #2, etc.

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

Portal.

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

6.5. PROPOSAL ORGANIZATION & FORMAT

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

6.6. DESIGNATION OF CONFIDENTIAL & PROPRIETY INFORMATION

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

Proprietary Information” section.

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

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

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

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

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

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

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