RFP 2022-61 12-22 Page 1 of 14

CITY OF GREEN BAY, WISCONSIN

Redevelopment Authority of the City of Green Bay

REQUEST FOR PROPOSAL # 2025-42

Administration Fair Housing Services Program

Request for Proposal (RFP)

Schedule of Events

CC: 94660, 95013, 91863, 95249

December 18, 2025 RFP issued to Vendors

January 23, 2026 Questions from Vendors due (written only)

January 30, 2026 Addendum issued (if required)

February 5, 2026 DUE DATE FOR RFP (by 2:00PM CST, opened in room 410)

March 5, 2026 Projected award notification date, pending Authority approval on

Date Here

Method and deadline of submittal

SEALED envelope only, by mail delivery. Submit Three (3) complete sets of your RFP documents. Please include a copy on a USB drive.

Please Label the lower left corner of your sealed submittal envelope:

“ SEALED PROPOSAL RFP

RDA – Fair Housing Services Program #2025-42 Submit Proposals to Thomas J. Walenski, Procurement Manager

City of Green Bay, Purchasing Department

100 N. Jefferson St., Room 410, Green Bay, WI 54301-5026

E-mail, Phone, Fax Info Purchasing Department

E-mail: purchasingag@greenbaywi.gov Fax: 920-448-3048

Although every effort will be made to follow this schedule, the City reserves the right to modify the dates as necessary and to accommodate special circumstances. All RFP’s are due by the time specified. Any RFP received at the designated location after the required time and date specified for receipt shall be considered late and non-responsive. All times listed are in Central Time, unless otherwise noted.

mailto:purchasingag@greenbaywi.gov

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TABLE OF CONTENTS

INFORMATION AND INSTRUCTIONS

General Information Contact with the City of Green Bay Schedule of Events Definitions Reasonable Accommodations Sealed Proposal Submission Questions Addenda Non-restrictive specifications and vendor alternates Proposal Opening Proposal Evaluation Process Award Notice Appeals Process Termination of Contract Right of Rejection and Clarification Right to award all or a portion Financial Commitments Incurring Costs Right to Cancel Fixed Price Period Statutory Information Nondiscrimination Assignment or subcontract Independent Contractor Status Non-compliance Patent Infringement Rights to Submitted Material

1. PREPARING AND SUBMITTING A PROPOSAL

General Instructions Proprietary Information Proposal Response Organization and Format Number of Proposal Options & Complete Information Oral Presentations

2. PROPOSAL SELECTION AND AWARD PROCESS

Preliminary Evaluation Proposal Scoring Right to Reject Proposals and Negotiate Contract Terms

3. INSURANCE/INDEMNIFICATION REQUIREMENTS

4. VENDOR QUALIFICATIONS

5. SCOPE OF SERVICES RFP #2025-42

Scope of Proposal

ATTACHMENT A – REFERENCES

ATTACHMENT B – CONFIDENTIAL, TRADE SECRET & PROPRIETARY

ATTACHMENT C – PROPOSAL PRICING PAGE

ATTACHMENT D – PROPOSAL SIGNATURE PAGE

APPENDIX A- U.S. DEPARTMENT OF HOUSEING AND URBAN DEVLEOPMENT

FORM HUD-5369 B INSTUCTIONS TO OFFERORS NON-CONSTRUCTION

APENDIX B- U.S. DEPARTMENT OF HOUSING AND URBAN DEVLEOPMENT

FORM HUD-5369-C CERTIFICATIONS AND REPRESENTATIONS OF OFFERORS

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INFORMATION AND INSTRUCTIONS

General Information

The City of Green Bay (City) is requesting your consideration to participate in our Request for Proposal (RFP). This section lists basic information and instructions. The purpose of this document is to provide interested parties with information to enable them to prepare and submit a proposal this Contract. All Vendors are expected to read this section thoroughly to ensure full understanding of the conditions which responses should be made. Thank you for the time and effort you put forth in responding. We sincerely look forward to hearing from your company.

Background

The City of Green Bay receives Community Development Block Grant (CDBG) and Home Investment Partnership

Program (HOME) funds annually from the U.S. Department of Housing and Urban Development (HUD) to fund activities that benefit low- and moderate-income (LMI) residents of Green Bay.

Redevelopment Authority (RDA) has made a portion of the City of Green Bay’s Community Development Block Grant

(CDBG) funds, which are administered by the RDA, available to a non-profit group who will administer a fair housing services program for residents of the City of Green Bay. The program should provide the following fair housing services, enforcement, education, outreach, training and technical assistance. The program needs to serve at least 51% of the people who are low and moderate- income, defined as their household income is equal to or less than 80% of the median income for the Green Bay area.

The RDA reserves the right to select, negotiate and subsequently award, the proposed service which best meets our required needs, quality levels, and budget constraints. The award may be in part or whole. To learn more about the

Redevelopment Authority of the City of Green Bay, please visit our website at http://www.greenbaywi.gov

Contact with the City of Green Bay

This Request for Proposal (RFP) is issued by the City of Green Bay (City) Purchasing Division, which is the sole point of contact for the City during the selection process. During participation in this proposal, Vendors must arrange all contacts with the City through the individual listed. Contact with the City must be for the sole purpose of clarifying issues related directly to this proposal. Contacts not arranged through the individual listed are deemed to be unacceptable. The

Purchasing Staff responsible for managing the procurement process is Thomas Walenski.

Submit RFP’s to: Thomas J. Walenski- Purchasing Department

Address 100 North Jefferson Street, Room 410, Green Bay, WI 54301-5026

Phone 920-448-3047 FAX: 920-448-3050

Email PurchasingAg@greenbaywi.gov

Schedule of Events

Although every effort will be made to follow this schedule, the City reserves the right to modify the dates as necessary and to accommodate special circumstances. Proposals must be received in the above office by the specified time stated.

Late submissions will be considered unresponsive and will not be evaluated. In the event the City 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 addenda to this

RFP.

Definitions

The following definitions are used throughout the Request for Proposal (RFP).

➢ City means City of Green Bay

➢ RDA means Redevelopment Authority of the City of Green Bay

➢ Proposer/Vendor means a firm submitting a proposal in response to this RFP.

➢ Contractor means proposer awarded the contract.

Reasonable Accommodations

The City will provide reasonable accommodations, including the provision of informational material in an alternative format, for qualified individuals with disabilities upon request. If you need accommodations at a proposal opening/vendor conference, contact the Purchasing Division contact listed in this proposal. City Hall is available through either of the two entrances on the Jefferson Street (west) side of the building.

http://www.greenbaywi.gov/

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Sealed Proposal Submission

This is a sealed proposal and only the names of proposers will be read at the public opening. Documentation must be received at the office of the Purchasing Department on or before the due date noted above between the hours of 8 am and

4:30 pm, Monday – Friday. Proposals shall be in your envelope clearly marked with the Vendor’s name and return address and indicate “SEALED PROPOSAL RFP#2025-42”. Facsimile or e-mail submitted proposals will not be accepted.

Responses received after the deadline cannot be considered and will be returned unopened. The City is not responsible for delays occasioned by the U.S. Postal Service, the internal mail delivery system of the City, or any other delivery method employed by the Vendor.

Questions

Vendors are asked to examine this request for proposal (RFP) upon receipt. All questions or clarifications should only be directed in writing via fax or e-mail to the Purchasing Department, before the designated deadline for written questions.

Questions received after this date may not be responded to. Any contact or attempt to contact any other employee of City regarding this RFP may result in the immediate disqualification of the Vendor. Oral and other interpretations or clarifications will be without legal effect. Only questions answered by formal written addenda will be binding.

Addenda

Questions will be responded to in the form of written addenda to all Vendors. It shall be the responsibility of each Vendor, prior to submitting their proposal, to determine if addenda were issued. Addenda will be issued on DemandStar to registered vendors who will be notified electronically. All addenda issued shall become a part of the contract documents and shall be acknowledged and dated by the Vendor on the bottom of the Proposal Signature Page.

Non-restrictive specifications and vendor alternates

Specifications are intended to define the level of quality and performance of this purchase and not to restrict competition.

Where certain brands or part number are specified, it is for illustration or to establish a standard of quality (unless ‘No

Substitution’ is noted). Vendors may offer one or more alternates with lesser or greater features, however the City reserves the right to make its selection based on the best interest of the City. Vendors offering alternates shall submit, with their proposal, an itemized comparison with this specification, documenting equivalence for quality, performance, etc. ALL SUCH ITEMIZED LISTS SHALL BE PRESENTED IN THE EXACT SAME ORDER AS THE CITY

SPECIFICATIONS AND SHALL REFERENCE THE CITY ITEM NUMBER. Failure to identify exceptions or deviations in this manner may be a basis to declare the proposal as non-responsive. If in your opinion, any of the specifications, terms and conditions of this RFP prevents you from offering a proposal, consideration will be given to a

Vendor’s request for change.

Proposal Opening

Proposals will be publicly opened and only proposers name to be read on the proposal due date in the Purchasing

Department Conference Room at 2:00 PM CST February 5,2026, City Hall, Room 410, 100 N. Jefferson St., Green Bay, WI. The main purpose of the proposal opening is to reveal the names only of the Vendors, and not to serve as a forum for determining the most responsive, responsible Vendor.

Proposal Evaluation Process

After the closing date, the City’s evaluation and clarification process will commence. An evaluation team will review the proposals. Financial terms will not be the sole determining factor in this award. Other criteria described in this RFP will be considered, as well as any other factors the evaluation team determines may affect the suitability of the proposal for the RDA’s requirements. A supplier’s submission of a proposal constitutes their acceptance of the evaluation technique and their recognition and acceptance the evaluators will use their judgment in making a determination. One or more responsive and responsible vendor proposals may be selected and further negotiations and/or interviews/oral presentations may occur. Once the successful Vendor has been selected, an award notice will be issued.

Award Notice

After an award is made, a proposal tabulation summary will be available through DemandStar. Proposal results will not be given over the telephone. Award will be based on overall best value to the City and not based only on lowest price.

Appeals Process

Protest of this award or recommendation of award shall be made in writing and received in the purchasing office within

72 hours after the posting of intent to award and evaluation tabulation. Tabulations for interested parties are posted on the DemandStar service.

A written protest must contain a specific legal basis for appeal, precise statements of the relevant facts, an identification of the issue to be resolved, and authorities in support of the protest. Appeals not containing the necessary information or not filed on a timely basis shall be rejected. Appeals shall be addressed to the Purchasing Agent.

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Termination of Contract

The City or RDA may terminate the resulting contract at any time by a notice in writing from the City Purchasing Agent to the Vendor. If the City terminates the contract with the Vendor, the Vendor shall be entitled to receive payment for work completed up to the date of notice.

Right of Rejection and Clarification

The RDA reserves the right to accept or reject any or all proposals or to waive any technicality, and accept any proposal deemed to be in the best interests of the RDA.

Right to award all or a portion

The RDA reserves the right to award all or a portion of this request to one or more Vendors on a location basis. Vendor to indicate any additional discount allowed for award of entire order.

Financial Commitments

All financial commitments by the RDA are subject to the availability of funds approved by the Redevelopment Authority of the City of Green Bay.

Incurring Costs

The RDA is not liable for any cost incurred by proposers in replying to this RFP. This includes costs to determine the nature of the proposal, submitting, negotiating, presentations, or any other costs a vendor would incur in responding to the RFP.

Right to Cancel

The resulting contract may be canceled with just cause by either party, with submission of a 90-day written notice to the other party.

Fixed Price Period

All prices, costs, and conditions in the proposal shall remain firm and valid for acceptance for 90 days after the due date of this solicitation to allow evaluation and award determination, unless indicated otherwise. Once awarded, prices shall remain firm for the duration of the contract. Prices MUST also be free of federal, state, and local taxes unless otherwise imposed by a governmental body, and applicable to the material on the proposal.

Statutory Information

Any purchase agreement resulting from this RFP shall be construed in accordance with the laws of the State of Wisconsin.

Any litigation between the parties arising out of, or in connection with the contract shall be initiated either in the court system of the State of Wisconsin or the United States District Court for the Eastern District of Wisconsin.

All project participants, consultants, engineers, and vendors, must comply with all applicable Federal, State and local laws pertaining to contracts entered into by governmental agencies, including non-discriminating employment. Contracts entered into on the basis of submitted proposals are revocable if contrary to law.

Public Records Requirement

It shall be understood any proposal and any/all referencing information submitted in response to this RFP shall become the property of the City/RDA and will not be returned. The City/RDA will use discretion with regards to disclosure of proprietary information contained in any response, but cannot guarantee information will not be made public. As a Public

Authority, the RDA is subject to making records available for disclosure.

Nondiscrimination

In connection with the performance of work under this agreement, the Contractor agrees not to discriminate against any employee or applicant for employment because of age, race, religion, color, marital status, sexual orientation, sex, disability, national origin, or ancestry. This provision must be included in all subcontracts.

Assignment or subcontract

Neither party shall assign any right or interest, nor delegate or subcontract any obligation owed without the written consent of the other.

Independent Contractor Status

The Contractor agrees it is an independent Contractor with respect to the services provided pursuant to this agreement.

Nothing in this agreement shall be considered to create the relationship of employer and employee between the parties.

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Non-compliance

Submission of a proposal constitutes confirmation your firm is not presently on any lists maintained by the Wisconsin

Department of Administration, or any other State, Federal Government specifically HUD, for non-compliance with any requirements, including equal opportunity and/or affirmative action.

Patent Infringement

The seller shall indemnify and hold harmless the City and RDA and all persons acting for or on their behalf from all suits and claims against them, or any of them, arising from or occasioned by the use of any material, equipment or apparatus, or any part thereof, which infringes or is alleged to infringe on any patent rights. In case such material, equipment, or apparatus, or any part thereof, in any such suit is held to constitute infringement, the Seller, within a reasonable time, will at its expense, and as the agencies may elect, replace such material, equipment or apparatus with non-infringing material, equipment, or apparatus, or remove the material, equipment, or apparatus, and refund the sums paid therefore.

Rights to Submitted Material

It shall be understood all proposals, responses, inquiries or correspondence relating to or in reference to this RFP, and all reports, charts, and proposal or referencing information submitted in response to this RFP shall become the property of the City/RDA, and will not be returned. The City/RDA will use discretion with regards to disclosure of proprietary information contained in any response, but cannot guarantee information will not be made public. As a governmental entity, the City/RDA is subject to making records available for disclosure.

1. PREPARING AND SUBMITTING A PROPOSAL

General Instructions

The evaluation and selection of a contractor and the contract will be based on the information submitted in the vendor’s proposal plus references and any required on-site visits or oral presentations. Failure to respond to each of the requirements in the RFP may be the basis for rejecting a response. Elaborate proposals (e.g. expensive artwork) beyond what is sufficient to present a complete and effective proposal, are not necessary or desired.

Proprietary Information

All restrictions on the use of data contained within a proposal and all confidential information must be clearly stated on the attached “Designation of Confidential and Proprietary Information” form. Proprietary information submitted in a proposal, or in response to the RFP, will be handled in accordance with the applicable Wisconsin State Statute(s) and

Wisconsin Open Records Law.

Proposal Response Organization and Format

Proposals should be typed and submitted on 8.5 by 11 inch paper bound securely. Proposals should be organized and presented in the order and by the number assigned in the RFP. Each individual attachment should be separated by tabs or otherwise clearly marked. Two (2) complete hard copy sets of documents. The signature page attachment lists all the documents and page numbers that are required by each vendor.

Number of Proposal Options & Complete Information

Proposers may submit more than one proposal if they choose. Each proposal submitted must conform fully to the requirements for proposal submission. Vendors shall submit all specifications or requirements included within the provisions of the Contract prior to the proposal opening. Failure to enclose all necessary attachments by the time the proposals are opened may disqualify the Vendor from being awarded the contract. If more than one proposal is submitted, proposer shall number proposals (ie. Proposal 1, Proposal 2, etc.)

Oral Presentations

Selected vendors may be required to make oral presentations to supplement their proposals, if requested by the RDA. The

RDA will make every reasonable attempt to schedule each presentation at a time which is agreeable to the proposer.

Failure of a proposer to conduct a presentation to the RDA on the date scheduled may result in rejection of the vendor’s proposal.

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2. PROPOSAL SELECTION AND AWARD PROCESS

Preliminary Evaluation

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

Proposal Scoring

Accepted proposals will be reviewed by an evaluation committee and scored against the stated criteria. The committee may review references or request oral presentations. The RDA’s intention is to procure the most functionally complete and cost-effective application which will provide the flexibility to meet our current and future needs. The total price of the proposed solution for the RDA’s applications will be considered in the final analysis, but may not be used as the primary consideration in the selection of the “best” solution. Ultimately, the RDA will award the contract to the responsive and responsible Vendor whose overall proposal offers the best value for the RDA, as evaluated pursuant to the evaluation criteria as set forth herein. The RDA reserves the right to award in part or whole. The proposals will be scored by a committee. They will select a vendor based on the following criteria. A Vendor’s submission of a proposal constitutes their acceptance of the evaluation technique and their recognition and acceptance the evaluators will use their judgment in making a determination based on several criteria.

SCORING CRITERIA & POINTS

Description Points

Organizational Capabilities 35

Staff Qualifications 25

Marketing 10

References and M/W/DBE Plan Participation 10

Fee Proposal/Cost 20

TOTAL 100

Right to Reject Proposals and Negotiate Contract Terms

The RDA reserves the right to reject any and all proposals. The RDA reserves the right to negotiate the terms of the contract, including the award amount, with the selected proposer prior to entering into a contract. If contract negotiations cannot be concluded successfully with the highest scoring proposer, the RDA may negotiate a contract with the next highest scoring proposer.

3. INSURANCE/INDEMNIFICATION REQUIREMENTS

It is hereby agreed and understood that the insurance required by the City of Green Bay is primary coverage and that any insurance or self-insurance maintained by the City of Green Bay, its officers, board members, agents, employees or authorized volunteers will not contribute to a loss. This insurance shall be written for not less than any limit of liability specified herein, or required by law, whichever is greater, notwithstanding that the policy may have lower limits applying elsewhere in the policy. All applicable insurance and endorsements shall be in full force and evidenced prior to commencing work and remain in force until the entire job is completed or the length of time that is specified in the contract.

1. . PROFESSIONAL LIABILITY (Errors and Omissions)

A. Minimum Limits

(a) $1,000,000 each claim/$3,000,000 annual aggregate

(b) Any deductible not to exceed $25,000 each claim

B. Must continue coverage for 3 years after final payment for service/job

2. GENERAL LIABILITY COVERAGE

A. Commercial General Liability

(a) $1,000,000 general aggregate

(b) $1,000,000 products - completed operations aggregate

(c) $1,000,000 personal injury and advertising injury

(d) $1,000,000 each occurrence limit

B. Claims made form of coverage is not acceptable.

C. Insurance must include:

(a) Premises and Operations Liability

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(b) Blanket Contractual Liability including coverage for the joint negligence of the City of Green Bay, its officers, council members, agents, employees, authorized volunteers and the named insured

(c) Personal Injury

(d) Explosion, collapse and underground coverage

(e) Products/Completed Operations

(f) Independent Contractors

3. BUSINESS AUTOMOBILE COVERAGE

A. Minimum Limits - $1,000,000 Combined Single Limit for Bodily Injury and Property Damage each accident A. Must cover liability for "Any Auto" - including Owned, Non-Owned and Hired Automobile Liability

4. WORKERS COMPENSATION AND EMPLOYERS LIABILITY

A. Must carry coverage for Statutory Workers Compensation and Employers Liability minimum limit of:

$100,000 Each Accident

$500,000 Disease Policy Limit

$100,000 Disease - Each Employee

5. ADDITIONAL PROVISIONS

* Additional Insured – On the General Liability Coverage, City of Green Bay, Redevelopment Authority of the City of Green Bay and its officers, council members, agents, employees, and authorized volunteers shall be “Additional Insureds.”

* Endorsement -The Additional Insured and Workers Compensation Subrogation Waiver policy endorsements must accompany the Certificate of Insurance.

* Indemnification - (VENDOR) hereby agrees to indemnify, defend and hold harmless the Redevelopment Authority of the City of Green Bay, City of Green Bay, its elected and appointed officials, officers, employees, agents, representatives and volunteers, and each of them, from and against any and all suits, actions, legal or administrative proceedings, claims, demands, damages, liabilities, interest, attorneys’ fees, costs and expenses of whatsoever kind or nature in any manner directly or indirectly caused, occasioned, or contributed to in whole or in part or claimed to be caused, occasioned, or contributed to in whole or in part, by reason of any act, omission, fault, or negligence, whether active or passive, of (VENDOR) or of anyone acting under its direction or control or on its behalf, even if liability is also sought to be imposed on City of Green Bay, its elected and appointed officials, officers, employees, agents, representatives and volunteers. The obligation to indemnify, defend and hold harmless the City of Green Bay, its elected and appointed officials, officers, employees, agents, representatives and volunteers, and each of them, shall be applicable unless liability results from the sole negligence of the City of Green Bay, its elected and appointed officials, officers, employees, agents, representatives and volunteers.

(VENDOR) shall reimburse the City of Green Bay, its elected and appointed officials, officers, employees, agent or authorized representatives or volunteers for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided.

In the event that (VENDOR) employs other persons, firms, corporations or entities (sub-contractor) as part of the work covered by this

Agreement, it shall be (VENDOR) responsibility to require and confirm that each sub-contractor enters into an Indemnity Agreement in favor of the City of Green Bay, its elected and appointed officials, officers, employees, agents, representatives and volunteers, which is identical to this Indemnity Agreement.

* Waiver of Workers Compensation Subrogation - The workers’ compensation policy is to be endorsed with a waiver of subrogation. The insurance company, in its endorsement, agrees to waive all rights of subrogation against the City, its officers, officials, employees and volunteers for losses paid under the terms of the policy that arises from the work performed by the named insured for or on behalf of the City of Green Bay.

* Certificates of Insurance - A copy of the Certificate of Insurance must be on file with the Risk Management.

* Notice - City of Green Bay requires written notice of cancellation.

* Acceptability of Insurers - No insurance required hereunder shall be carried with an insurer not authorized to do business in Wisconsin. The City reserves the right to disapprove any insurance company. A minimum AM Best Rating of A-VII is required.

4. VENDOR QUALIFICATIONS

The following are minimums of standards a responsible Vendor should meet:

1) Five years’ experience working with federal, state, or other local programs that are administered by other government agencies, non-profit organizations or conventional financial institutions.

2) Experience and success in obtaining grants and other financing for renovation of existing low-income housing.

3) Three years’ experience working with HUD programs.

4) Be able to comply with the requirements of the Green Bay Redevelopment Authority program, and HUD regulations for CDBG funding.

5) Favorable references from businesses or clients with projects of similar scope and indicate the Vendor has the ability to carry out the services specified.

6) Have a satisfactory record of integrity and business ethics.

7) Can meet the HUD Lead based paint, and environmental review requirements.

8) Be otherwise qualified, licensed, and eligible to receive the contract award under applicable laws and regulations.

9) Have or obtain a federal government Unique Entity Identifier number.

10) Vendor must not be listed on the HUD Suspended and Debarred list located at https://sam.gov/SAM/. Any proposer found to be listed on this shall have their proposal rejected.

https://sam.gov/SAM/

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VENDOR’S PERFORMANCE CAPABILITY: Prospective Vendor's performance capability will be evaluated. This may include:

1) An evaluation of data on hand;

2) An evaluation of the data from other agencies, including references;

3) An optional on-site inspection of facilities;

4) Any combination of above.

5. SCOPE OF SERVICES RFP

Scope of Proposal

Redevelopment Authority (RDA) has made a portion of the City of Green Bay’s Community Development

Block Grant (CDBG) funds, which are administered by the RDA, available to a non-profit group who will administer a fair housing services program for residents of the City of Green Bay. The program should provide the following fair housing services:, enforcement, education, outreach, marketing, training, and technical assistance. The program needs to serve at least 51% of the people who are low and moderate-income, defined as their household income is equal to or less than 80% of the median income for the Green

Bay area. The City of Green Bay would like to offer this Service for a three (3) year term with an annual review of the program done annually to determine continuance. Service is subject to funding availability.

Currently the City of Green Bay has secured three (3) years of funding. The accounting estimate for annual available funding is currently set at $30,000.00 twenty thousand dollars.

6. Proposal Format Respondents must submit the following information for the submission to be considered complete. Please label each section so it is clearly identifiable.

1. Letter of Interest

A brief statement summarizing the Respondent’s organization, it’s understanding of the Home Improvement

Loan Program, and describe relevant experience and qualifications.

2. Organizational Capabilities

Describe the organization/company's experience and capabilities providing similar services to those required.

Be specific and detail no more than three projects/contracts: description of work, dates, locations, challenges and results. Projects with Government agencies are preferred.

3. Staff Qualifications

Identify key staff your organization/company will assign to fulfill the contract requirements. Detail who would be program manager(s) etc. Provide a synopsis describing the educational and work experience for each of the key staff who would be assigned to the project/program. Detail the number of hours for each key staff member by service component that you estimate will be needed to fulfill the contract requirements. Include any staff certifications relevant to tasks they will perform.

4. Marketing

Describe your philosophy, approach, and preferred methods for marketing this program to the population most in need of this loan program.

5. Business References and RDA Forms

a. Business references: Provide three references from related service providers or agency personnel. Include a brief description of Respondent's business relationship with the reference

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b. Section 3 Participation: Provide detailed narrative on how the Respondent will assist the RDA to comply with HUD's Section 3 Requirements for hiring Section 3 residents and/or local disadvantaged individuals and businesses.

c. Minority and Women Business Participation: Proposals submitted in response to this solicitation

MUST include an MBE/WBE participation plan which, at a minimum demonstrates "Best

Efforts" have been taken to achieve compliance with MBE/WBE goals.

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ATTACHMENT A – REFERENCES #2025-42

Vendor Name:

Provide a minimum of THREE (3) customers as references. These references must be current customers utilizing services similar to those requested. Provide company name, address, contact person, telephone number, and appropriate information on the product(s) and/or service(s) used for three (3) or more installations/services with requirements similar to those included in this solicitation document. If vendor is proposing any arrangement involving a third party, the named references should also be involved in a similar arrangement. The City may make such investigation as is necessary to determine the ability of the Vendor to fulfill service requirements.

1. Company Name:

Address:

Telephone:

Contact Person:

Product(s) and/or Service(s) Used:

How long have you been working with this company?

2. Company Name:

Telephone:

Contact Person:

Product(s) and/or Service(s) Used:

3. Company Name:

Telephone:

Contact Person:

Product(s) and/or Service(s) Used:

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ATTACHMENT B – CONFIDENTIAL, TRADE SECRET &

PROPRIETARY # 2025-42

DESIGNATION OF CONFIDENTIAL, TRADE SECRET AND PROPRIETARY INFORMATION FORM:

Material submitted in response to the City of Green Bay’s (the “City”) Request for Proposal includes at least one formula, pattern, compilation, program, device, method, technique or process that 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 and is the subject of reasonable efforts to maintain its secrecy. Such information qualifies as a trade secret, as provided in Wis. Stat. § 19.36(5). As such, the proposer asks that the trade secrets contained on certain pages of this proposal, as indicated below, be treated as confidential material and not be released to the public. I am providing the following information with the understanding that it is being submitted to the City under a pledge of confidentiality. I would not have submitted this information had the City not pledged to keep it confidential* and request that the following pages not be released:

Section Page Topic

*NOTE: Proposers are cautioned that the ENTIRE PROPOSAL MAY NOT FALL WITHIN THE CONFINES OF

THE PLEDGE OF CONFIDENTIALITY. THE ABOVE DESIGNATION(S) OF CONFIDENTIALITY IN NO

WAY GUARANTEES THAT DESIGNATED INFORMATION WILL BE KEPT CONFIDENTIAL. UNDER

THE PROVISION OF THE PUBLIC RECORDS LAW, PROPOSER IS NOT ENTITLED TO

NOTIFICATION PRIOR TO RELEASE OF INFORMATION, AND IS NOT ENTITLED TO GO TO COURT

TO BLOCK DISCLOSURE OF ANY PORTION OF THE PROPOSAL.

IF THE CITY AGREES WITH PROPOSER’S DESIGNATION OF TRADE SECRET OR

CONFIDENTIALITY AND THE DESIGNATION IS CHALLENGED, THE UNDERSIGNED HEREBY

AGREES TO PROVIDE LEGAL COUNSEL OR OTHER NECESSARY ASSISTANCE TO DEFEND THE

DESIGNATION OF TRADE SECRET OR CONFIDENTIALITY.

Failure to include this designation in the proposal response may mean that all information provided as part of the proposal response will be open to examination and copying.

Signature (Authorized Representative) Telephone Number E-mail

Name (Please Print) Company Name

Title Date

NOTE: The City as custodian of these public records has the obligation, pursuant to the Public Records Law, to determine whether the above information can be kept confidential.

PROPRIETARY INFORMATION: A proposer responding to this proposal should not include any proprietary information or protected trade secret(s) as part of its proposal unless the proposer 1) designates the specific information that it maintains is proprietary or trade secret and the reason(s) for such designation in a separate document, and 2) identifies the specific information when it occurs within the proposal.

The City’s preference is for the proposer to segregate all information designated as confidential into one section of the

Request for Proposal and/or a separate document for easier removal to maintain its confidential status. The response to the proposal should indicate which portion of the requested information is confidential and where this information is located within the response, i.e. under separate cover, in confidential Section No. ______, etc. Data contained in the proposal and all documentation become property of the City.

RFP 2022-61 12-22 Page 13 of 14

ATTACHMENT C – PROPOSAL PRICING PAGE #2025-42

Administration of Fair Housing Services Program

VENDOR NAME: ______________________________________________________________

The undersigned, on behalf of the Vendor, certifies: (1) this offer is made without previous understanding, conflict of interest, agreement or connection with any person, firm, or corporation making a proposal on the same project; (2) is in all respects fair and without collusion or fraud; (3) the person whose signature appears below is legally empowered to bind the firm in whose name the proposal is entered; (4) they have read the complete Request for Proposal and understand all provisions and fully understanding the local conditions affecting the cost of the work, hereby proposes to furnish all labor, materials, tools and equipment to perform the work required by the proposed purchase contract documents referred to therein (as altered, amended or modified by addenda); (5) if accepted by the City, this proposal is guaranteed as written and will be implemented as stated; and (6) mistakes in writing of the submitted proposal will be their responsibility.

Your proposed price is to include all labor, materials & equipment necessary to satisfactorily complete the above listed project(s). Payment to vendor will be upon satisfactorily completion of work. By signing this proposal, vendor agrees to all City of Green Bay Specifications, terms & conditions contained herein. The City reserves the right to award all or a portion of this request to one or more Vendors on a line item (per project) basis.

Please fill in the table below for your estimated costs for the project based on the information provided. Please include any costs that will be charged to the City for the project including but not limited to staff hours, travel costs, reimbursable expenses, etc. Total estimated cost shall be the basis for scoring. Please include additional sheets if necessary. Please provide a breakdown of how fees will be charged to the City (ex. upfront costs vs. costs rolled into total project costs)

Cost Description/Staff Title Hourly Rate Estimated

Hours/Quantity

Extended Cost

Total Estimated Cost

RFP 2022-61 12-22 Page 14 of 14

ATTACHMENT D – PROPOSAL SIGNATURE PAGE

RFP #2025-42 Administration of Fair Housing Services Program

VENDOR’S SIGNATURE & INFORMATION:

Vendor Full Legal Name:

Complete Address, City, ST, Zip:

Bidders Contact Name & Title (Type or Print):

Authorized Signature:

Phone # & Fax#:

Contact’s Email Address:

Date:

Taxpayer I.D. Number:

Indicate YES or NO if your company accepts payment by credit card. The City does not pay service fees when paying by credit card:

ADDENDA - It is Vendor’s responsibility to check for issuance of any addenda. The undersigned hereby acknowledges receipt of the following addenda:

Addenda Number: _______________ Date: ____________ Addenda Number: __________ Date: __________

Addenda Number: _______________ Date: ____________ Addenda Number: __________ Date: ______

Documents to be submitted with this Proposal (2 copies)

1. Attachment A – References Page Page 11

2. Attachment B – Confidential/Proprietary Info Page 12

3. Attachment C – Pricing Page Page 13

4. Attachment D – Signature Page Page 14