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Enviroissues, Inc ~ 32500003 CITY OF TIGARD - CONTRACT SUMMARY & ROUTING FORM Contract Overview Contract/Amendment Number: 32500003 Contract Start Date: 8/5/2024 Contract End Date: 6/30/2025 Contract Title: Equitable Engagement Consulting Services Contractor Name: EnviroIssues, Inc. Contract Manager: Kent Wyatt Department: Design and Communications Contract Costs Original Contract Amount: $147,652.00 Total All Previous Amendments: n/a Total of this Amendment: n/a Total Contract Amount: $147,652.00 Procurement Authority Contract Type: Personal Services Procurement Type: Formal RFP >$150K Solicitation Number: 2024-12 LCRB Date: n/a Account String: Fund-Division-Account Work Order – Activity Type Amount FY 25 2901000-54001 $147,652.00 FY FY FY FY Contracts & Purchasing Approval Purchasing Signature: Comments: DocuSign Routing Route for Signature Name Email Address Contractor Rachel Hynes rhynes@enviroissues.com City of Tigard Steve Rymer Stever@tigard-or.gov Final Distribution Contractor Laura Peña lpena@enviroissues.com Project Manager Kent Wyatt kentw@tigard-or.gov Project Manager Buyer Rosie McGown Rosie.mcgown@tigard-or.gov City of Tigard | 13125 SW Hall Blvd., Tigard, OR 97223 | (503) 639-4171 | www.tigard-or.gov City of Tigard Request for Proposal (RFP) EQUITABLE ENGAGEMENT CONSULTING SERVICES RFP 2024-12 Proposals Due: May 1, 2024 – 10:00 a.m. local time Pre-Proposal Meetings: Optional pre-proposal meetings (chose one) have been scheduled for: Monday, April 8, 2024, at 2pm, virtually via Microsoft Teams Join here or by calling 971-203-2862 conference ID 573 100 966# Wednesday, April 10, 2024, at 10 am, virtually via Microsoft Teams Join here or by calling 971-203- 2862 conference ID 616 730 756# Proposer must submit one (1) electronic copy in portable document format (pdf). Submit Proposals To: ContractsPurchasing@tigard-or.gov Direct Questions To: Rosie McGown Phone: (503) 718-2736 Email: rosie.mcgown@tigard-or.gov Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 2 PUBLIC NOTICE REQUEST FOR PROPOSAL EQUITABLE ENGAGEMENT CONSULTING SERVICES The City of Tigard is seeking proposals from qualified firms to provide equitable community engagement and related services for the City. Proposals will be received until 10:00 AM local time, Wednesday, May 1, 2024, at ContractsPurchasing@tigard-or.gov. Pre-Proposal Meetings: Optional pre-proposal meetings (chose one) have been scheduled for: Monday, April 8, 2024, at 2pm, Join by calling 971-203-2862 conference ID 573 100 966# Wednesday, April 10, 2024, at 10 am Join by calling 971-203-2862 conference ID 616 730 756# No proposal will be considered unless fully completed in a manner provided in the RFP packet. Proposals will be considered time-stamped and received by the City when they are received in the email inbox listed above. Late proposals may not be considered, it is the City’s sole discretion to accept or reject a late proposal. RFP packets may be downloaded from https://www.tigard-or.gov/business-development/bids-requests-for- proposals. Proposers are required to certify non-discrimination in employment practices, and identify resident status as defined in ORS 279A.120. Pre-qualification of proposers is not required. All proposers are required to comply with the provisions of Oregon Revised Statutes (ORS) and Local Contract Review Board (LCRB) Policy. The City may reject any proposal not in compliance with all prescribed public bidding procedures and requirements and may reject for good cause any or all proposals upon a finding of the City if it is in the public interest to do so. PUBLISHED: Daily Journal of Commerce DATE: Friday, March 29, 2024 Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 3 GENERAL INSTRUCTIONS AND CONDITIONS SPECIAL CONDITIONS – Where special conditions are written in the Request for Proposal (“RFP”), these special conditions shall take precedence over any conditions listed under the “General Instructions and Conditions". COST OF PROPOSAL – This Request for Proposal does not commit the City to pay any costs incurred by any Proposer in the submission of a proposal or in making necessary studies or designs for the preparation thereof, or for procuring or contracting for the services to be furnished under the RFP. CANCELLATION – The City reserves the right to modify, revise, or cancel this RFP. Receipt and evaluation of proposals or the completion of interviews do not obligate the City to award a contract. REJECTION OF PROPOSALS – The City reserves the right to reject any or all responses to the Request for Proposal in whole or in part, if it is found to be in the City’s best interest to do so. CITY OF TIGARD BUSINESS LICENSE/FEDERAL TAX ID REQUIRED – The City of Tigard Business License is required (TMC 5.4). Successful Proposer shall obtain a City of Tigard Business License prior to initiation of a contract and commencement of work. Successful Proposer must present a completed W-9 form to the City at the time of contract execution. CONFLICT OF INTEREST - A Proposer filing a proposal hereby certifies that the proposal is made in good faith without fraud, collusion or connection of any kind with any other Proposer of the same request for proposals, that the Proposer is competing solely on its own behalf without connection or obligation to, any undisclosed person or firm, that Proposer is not a City official/employee or a business with which a City official/employee is associated, and that to the best of its knowledge, Proposer, its employee(s), its officer(s) or its director(s) is not a City official/employee or a relative of any City official/employee who: i) has responsibility in making decisions or ability to influence decision-making on the contract or project to which this proposal pertains; ii) has or will participate in evaluation, award or management of the contract related to this proposal; or iii) has or will have financial benefits in the contract to which this proposal pertains. Proposer understands that should it elect to employ any former City official/employee during the solicitation period or the term of the contract then the former City official/employee must comply with applicable government ethics and conflicts of interest provisions in ORS Chapter 244, including but not limited to ORS 244.040(5) and/or ORS 244.047. PUBLIC RECORDS – Any information provided to the City pursuant to this RFP will be public record and subject to public disclosure pursuant to Oregon public records laws (ORS 192). Any portion of a proposal that the proposer claims as exempt from disclosure must meet the requirements of ORS 192.345(2). The fact that a Proposer marks and segregates certain information as exempt from disclosure does not mean that the information is necessarily exempt. The City will make an independent determination regarding exemptions applicable to information that has been properly marked and redacted. Information that has not been properly marked and redacted may be disclosed in response to a public records request. When exempt information is mixed with nonexempt information, the nonexempt information must be disclosed. Prior to any disclosure requested under Public Records Law, the City will give Proposer prompt written notice of such request. Proposer shall have seven (7) days from the date it receives such notice to provide evidence of a statutory exemption under applicable law sufficient to protect the information or obtain a protective order or equivalent from a court of competent jurisdiction. If information is disclosed pursuant to public records request, the City will take reasonable steps to limit any such provision to the specific information requested. Proposer’s failure to timely respond to the notice provided by the City may result in the disclosure of the requested information. The Proposer further agrees to hold harmless, defend, and indemnify the City for all costs, expenses, and attorney fees that may be imposed on the City as a result of appealing any decision regarding the Proposer’s records. These “General Instructions and Conditions" are not to be construed as exclusive remedies or as a limitation upon rights or remedies that may be or may become available under ORS Chapter 279. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 4 TABLE OF CONTENTS Section Page Section 1 – Overview 5 Section 2 – Proposer’s Special Instructions 5 Section 3 – Scope of Services 7 Section 4 – Proposal Content and Format 9 Section 5 – Proposal Evaluation and Contractor Selection 11 ATTACHMENTS Attachment A Proposal Certifications Attachment B Proposal Form Attachment C City of Tigard Personal Services Agreement Attachment D City of Equity Declaration and Commitment Attachment E City of Tigard Racial Equity Action Plan Attachment F Ad Hoc Committee Summary Report Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 5 SECTION 1 OVERVIEW 1.1 Introduction With a diverse economy, strong schools and outstanding parks, Tigard is one of the most livable cities in Oregon. Tigard has grown to become a desirable and affordable community in the Portland metro area where residents enjoy access to more than 16 miles of paved trails and nearly 563 acres of parks and open spaces. The City of Tigard is committed to increasing transparency and accountability as we continue our journey to become an equitable community for all. As such, the City has recently refreshed its strategic vision: “An equitable community that is walkable, healthy and accessible for everyone.” The City has a well-balanced economy that includes more than 3,000 firms employing more than 40,000 people from around the region. In this Request for Proposal (RFP), the City is soliciting proposals from experienced firms or teams of firms with demonstrated experience in equitable community engagement. 1.2 Project Funding The anticipated cost for the services described herein is $150,000. The Proposer’s proposal shall include the Proposer’s true estimated cost to perform the work irrespective of the City’s budgeted funds for this work. SECTION 2 PROPOSER’S SPECIAL INSTRUCTIONS 2.1 Timeline for Selection The following dates are proposed as a timeline for this project Pre-submittal meeting at 2 p.m. (choose one) April 8, 2024 Pre-submittal meeting at 10 a.m. (choose one) April 10, 2024 Submission of written proposals due at 10 a.m. May 1, 2024 Interviews (if deemed necessary) May 23, 2024 Award of Contract June 6, 2024 Notice to proceed – work begins June 27, 2024 The City reserves the right to modify this schedule as necessary. 2.2 Proposal Submittal The proposal must be received no later than the date and time specified in item 2.1 above, to the email address ContractsPurchasing@tigard-or.gov. The proposal response will be in a font size no smaller than 11-point and shall not exceed 15 pages. The transmittal page, table of contents and required forms (Attachments A & B) do not count in the overall page count of the proposal. Proposers who submit more than the pages indicated may not have the additional pages of the proposal considered. Proposals will be considered time stamped and received by the City when they are received in the email inbox listed above. To assure that your Proposal receives priority treatment, please mark the email subject line as follows: RFP 2024-12– Equitable Engagement Consulting Services Proposer shall include their name and address and contact information in the body of the email. It is the Proposer’s responsibility to ensure that proposals are received prior to the stated submission deadline. Late proposals may not be considered, it is the City’s sole discretion to accept or reject a late proposal. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 6 2.3 Protest of Scope of Work or Terms A Proposer who believes any details in the scope of work or terms detailed in the proposal packet and sample contract are unnecessarily restrictive or limit competition may submit a protest in writing, to the Contracts and Purchasing Office. A protest may be submitted via email. Any such protest shall include the reasons for the protest and shall detail any proposed changes to the scope of work or terms. The City shall respond to any protest and, if necessary, shall issue any appropriate revisions, substitutions, or clarification via addenda to all interested Proposers. To be considered, protests must be received at least seven (7) days before the proposal submission deadline. The City shall not consider any protest against award due to the content of proposal scope of work or contract terms submitted after the established protest deadline. All protests of scope of work or contract terms should be directed to the attention of Rosie McGown, at rosie.mcgown@tigard-or.gov. 2.4 Interpretations and Addenda Questions and requests for clarification regarding this Request for Proposal must be directed in writing, via email to the person listed below. The deadline for submitting such questions/clarifications is seven (7) days prior to the proposal due date. An addendum will be issued no later than 72 hours (or 48 hours in unique circumstances) prior to the proposal due date to all recorded holders of the RFP if a substantive clarification is in order. Rosie McGown E-mail: rosie.mcgown@tigard-or.gov Phone: (503) 718-2736 Only questions answered by formal written addenda will be binding. Oral and other interpretations or clarifications will be without legal effect. 2.5 Proposal Validity Period Each proposal shall be irrevocable for a period of sixty (60) days from the proposal submission deadline. 2.6 Form of Contract A copy of the personal services agreement, which the City expects the successful firm or individual to execute, is included as “Attachment C”. The agreement will incorporate the terms and conditions from this RFP document and the successful Proposer’s response. Firms taking exception to any of the contract terms shall submit a protest or request for change in accordance with Section 2.3 “Protest of Scope of Work or Terms” or their exceptions will be deemed immaterial and waived. 2.7 Term of Contract The contract for this work is anticipated to commence on or around June 27, 2024. All work stemming from the contract is anticipated to be completed no later than June 30, 2025. 2.8 Public Safety Public safety may require limiting access to public work sites, public facilities, and public offices, sometimes without advance notice. The Proposer needs to anticipate delays in such places and include the cost of such delays in the proposed cost. The successful Proposer’s employees and agents must carry sufficient identification to show by whom they are employed and display it upon request to security personnel. City project managers have discretion to require the successful Proposer’s employees and agents to be escorted to and from any public office, facility, or work site if national or local security appears to require it. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 7 SECTION 3 SCOPE OF SERVICES 3.1 General Description The City of Tigard is looking for local engagement and equity consulting services from individuals or firms to review Tigard’s current external engagement and outreach efforts and develop recommendations for growth as listed in Sections 3.2 Required Services and 3.3 Deliverables below. Background On October 17, 2023, City Council recommended proceeding with the creation of an ad hoc committee to explore the idea of a Community Navigator position, as previously recommended by the Public Safety Advisory Board (PSAB). PSAB was established by Tigard City Council in 2020 as a direct response to the murder of George Floyd in Minneapolis, Minnesota. PSAB’s purpose was to review the practices of the Tigard Police Department and propose recommendations to prevent racially biased police actions. As part of their discussions, the PSAB identified that the City government can be difficult for people of diverse backgrounds to access and recommended that the City establish a position, Community Navigator, to improve accessibility. The purpose of the Community Navigator Ad Hoc Committee was to evaluate the feasibility and scope of such a position and discuss options to improve government accessibility. The Community Navigator Ad Hoc Committee met four times over November and December 2023, from 4:30-6PM, via Microsoft Teams. These meetings were open to the public. The Community Navigator Ad Hoc Committee came to the following recommendation following its four meetings: “Fund an external consultant to review Tigard's current external engagement and outreach efforts using an equity lens and offer recommendations for a path forward.” The Budget Committee recommended, and City Council approved this recommendation at the January 23, 2024 City Council/Budget Committee Joint Meeting. See appendix for the Community Navigator Ad Hoc Committee Summary Report. In this Request for Proposal (RFP), the City is soliciting proposals from experienced firms or teams of firms with demonstrated experience in diversity, equity, inclusion and belonging consulting; and community engagement and outreach, particularly to immigrant, BIPOC, and non-native English and non-English- speaking community members. 3.2 Required Services The successful Proposer will perform the tasks listed below for this project, and shall be expected to work closely with designated City personnel to accomplish these goals: Environmental Review - Interviews with community stakeholders and Tigard teammates – including identifying stakeholders and no fewer than 15 interviews - Review key City documents related to planning, engagement, and equity including but not limited to: o City of Tigard Community Promise Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 8 o City of Equity Declaration and Commitment o City of Tigard Strategic Plan 2020-2025 o City of Tigard Racial Equity Action Plan o City of Tigard Diversity Dashboards o Public Safety Advisory Board Report: Putting the Pieces Together o Language Access Plan (draft) o National Community Survey results o Serving Our Community – Document listing all City equity efforts o Community Action Meeting Recap (St. Anthony’s February 6, 2024 Listening Session notes) - Identify demographic trends and forecast how changes may affect City engagement efforts in the future Stakeholder Engagement and Benchmarking - Compare Tigard engagement and outreach against best practices in areas including, but not limited to: o Access to resources for non-native English and non-English speakers o New business engagement o Marketing and outreach for public events (Council, board and committee meetings, listening sessions, forums, and services-oriented events) - Coordinate public meetings/workshops with local community groups to receive qualitative feedback on Tigard’s engagement in unserved and underserved communities. The City has assigned a project manager to oversee the successful Proposer’s work and provide support as needed. 3.3 Deliverables and Schedule Deliverables are considered those tangible resulting work products that are to be delivered to the City such as reports, draft documents, data, interim findings, drawings, schematics, training, meeting presentations, final drawings, and reports. Unless otherwise specified by the City, the successful Proposer will prioritize submitting applicable deliverables electronically, and any paper-based deliverables must be printed double- sided and in bindings or report covers that are fully recyclable, preferably using materials containing post- consumer waste (PCW) recycled content. Deliverables and schedule for this project include: - Project expected duration is six to nine months, with completion no longer than one year after initiation of contract - At least two Council briefings – at least one progress update and one final briefing presenting findings, and recommendations - Kick-off meeting with City teammates - Workshop and public meetings with community groups (or other community engagement approach) - Monthly check-in meetings with City project manager on progress and findings - Final summary report that includes – o Findings from environmental review o Demographic projections and potential impacts Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 9 o Operational framework for how Tigard can implement, and maintain equitable engagement and outreach o Quantitative and qualitative metrics Tigard can use to measure success in equitable outreach o Recommendations for maintaining a resilient feedback loop with BIPOC, immigrant, non- native English and non-English speaking communities into the future All deliverables and resulting work products from this contract will become the property of the City of Tigard. As such, the Contractor grants the City the right to copy and distribute (in any and all media and formats) project deliverables for regulatory, project certification/recognition, program development, public education, and/or for any purposes at the sole discretion of the City. SECTION 4 PROPOSAL CONTENT AND FORMAT 4.1 Organization of Proposal Proposers must provide all information as requested in this Request for Proposal. Proposals must follow the format outlined in this RFP. Proposals should be organized in the following manner: 1. Transmittal Page 2. Firm Qualifications and Project Team 3. Project Understanding and Approach 4. Project Management 5. Proposed Cost 4.2 Transmittal Page By submitting a proposal, the Proposer is accepting the General Instructions and Conditions of this Request for Proposal (reference second page of the RFP), the stated insurance coverage and limitations, and the Standard Contract Provisions of the Personal Services contract. The Transmittal Page must include the following:  RFP number and project title  Full legal name of proposing business entity  Name(s) of the person(s) authorized to sign any contract that may result  Contact person’s name, mailing or street addresses, phone and email address A legal representative of the Proposer authorized to bind Proposer in contractual matters must sign the Transmittal Page. 4.3 Firm Qualifications and Project Team Proposers should provide a general description of the range of relevant activities performed by their firm and team members. Provide details on the following:  Describe your firm’s legal structure, areas of expertise, length of time in business, number of employees, and other information that would be helpful in characterizing the firm.  Provide the address of the firm’s home office and the address of the office that will manage the project, if applicable.  Describe firm’s resources available to perform the work for the duration of the project and other on-going projects.  Describe similar projects performed within the last 5 years, which best characterize your firm’s capabilities, Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 10 work quality and cost control.  For each project mentioned, include the name, address and phone number of a person who can be contacted regarding your performance on the project. When submitting projects for which your firm worked in an auxiliary capacity or in a joint venture or partnership, include the name of the lead firm.  Describe firm’s internal procedures and/or policies associated or related to work quality and cost control.  Describe firm’s management and organizational capabilities. 4.4 Project Understanding and Approach Provide details on the approach and methodology for the performance of the scope of services including descriptions for the following:  Describe or provide a detailed description of Proposer’s approach to overall management and integration of all activities required by the scope of services, including the management objectives and techniques that demonstrate how the work requirements will be met.  Describe the proposed work tasks and activities and provide a narrative description of how the firm proposes to execute the tasks during each phase of the project.  Identify the time frame estimated to complete each task.  Identify the team members who will work on each task.  Describe the proposed work products that will result from each task or activity.  Identify points of input and review with City staff.  Based on your firm’s expertise and experience with similar projects, demonstrate how your firm will effectively complete the proposed project. 4.5 Project Management In your proposal response provide details on how your firm would administer this project. Proposals should address the following points:  Describe the proposed project manager’s experience on past similar projects and explain the project manager’s approach to schedule, budget, scope, and change management. The description should include the project manager’s experience and approach to communicating with and managing a team of diverse professionals on a project with multiple inter-related deliverables.  Extent of company’s principal member’s involvement.  Approximate number of people to be assigned to the project.  Names of key personnel who will be performing the work on this project, and: o their roles and responsibilities on this project o current assignments and location o directly relevant experience on similar or related projects o unique qualifications o demonstrated performance record of key personnel o percentage of their time that will be devoted to the project o resumes and additional qualifications may be included as an appendix to Proposer’s response. 4.6 Cost Proposal a. The proposed fee should include a not-to-exceed amount to perform the scope of services listed in this RFP. The total cost should include job classifications, hourly rates, and hours allocated to each task to complete the scope of services. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 11 b. Include any anticipated reimbursable expenses as part of the not-to-exceed amount. 4.7 Diversity in Contracting a. Proposers should describe the diversity of their consultant team with respect to any recognized certification. If your firm, or any sub-consultant(s), are certified with the Oregon Certification Office of Business Inclusion and Diversity (COBID), indicate all certification types (MBE, WBE, VBE, and ESB) by firm, with certification number(s). b. Proposers should also describe the diversity (i.e. race, ethnicity, gender, disability, and veteran status) of key project staff and provide specific examples of how the prime consulting firm or its sub-consultants support workforce diversity within their respective firms or the local community. SECTION 5 PROPOSAL EVALUATION AND CONTRACTOR SELECTION 5.1 Evaluation Process A selection committee assembled by the City will review written proposals. After meeting the mandatory requirements, the proposals will be evaluated on their technical and fee aspects. For the purpose of scoring proposals, each committee member will evaluate each proposal in accordance with the criteria listed in Section 4. The committee may seek the assistance of outside expertise, including, but not limited to, technical advisors. The City will evaluate and score the submitted proposals as follows: 1. Transmittal Page Pass/Fail 2. Firm Qualifications and Project Team 30 Points 3. Project Understanding and Approach 35 Points 4. Project Management 15 Points 5. Cost Proposal 10 Points 6. Diversity in Contracting  5 points for prime or sub-consultant(s) with any COBID certification (MBE, WBE, VBE, ESB)  5 points for key project staff diversity  3 points for prime or sub-consultant(s) with MBE/WBE certification  2 points for workplace diversity efforts 10 Points Total Evaluation Points 100 Points 5.2 Presentation/Interview At the option of the City, the top scoring Proposers (based on the criteria points) may be asked to make a presentation of their proposal. This will provide an opportunity to clarify or elaborate on the proposal, but will not, in any way provide an opportunity to change any fee amount originally proposed. The City will schedule the time and location of these presentations and notify the selected firms. If the City elects to conduct a presentation/interview process, 25 Points will be assigned to the process and will be added to the participating Proposers’ total points. 5.3 Clarification of Proposals The City reserves the right to obtain clarification of any point regarding a proposal or to obtain additional information necessary to properly evaluate a particular proposal. Failure of a Proposer to respond to such a request for additional information or clarification could result in rejection of their proposal. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 12 5.4 Contractor Selection Following the selection committee’s final determination of the highest scored Proposer, the City will issue a Notice of Intent to Award and begin contract negotiations. The City will attempt to reach a final agreement with the highest scoring Proposer. However, the City may, in its sole discretion, terminate negotiations and reject the proposal if it appears agreement cannot be reached. The City may then attempt to reach a final agreement with the second highest scoring Proposer and may continue, in the same manner, with remaining proposers until an agreement is reached. 5.5 Protest of Contract Award In accordance with Tigard Public Contracting Rule 30.135, any adversely affected Proposer has seven (7) calendar days from the date of the written Notice of Intent to Award to file a written protest. In order to be adversely affected, a Proposer must itself claim to be eligible for award of the contract and must be next in line for award. The written protest must be timely and specify the grounds upon which the protest is based. The City will not entertain a protest submitted after the time period established in this section. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 13 ATTACHMENT A PROPOSAL CERTIFICATIONS The Contractor agrees not to discriminate against any client, employee or applicant for employment or for services, because of race, color, religion, sex, national origin, handicap or age with regard to, but not limited to, the following: employment upgrading, demotion or transfer; recruitment or recruitment advertising; layoffs or termination; rates of pay or other forms of compensation; selection for training; rendition of services. It is further understood that any Contractor who is in violation of this clause shall be barred from receiving awards of any contract from the City, unless a satisfactory showing is made that discriminatory practices have terminated and that a recurrence of such acts is unlikely. Agreed by: Contractor Name: ***************************************** Resident Certificate Please Check One:  Resident Contractor: Contractor has paid unemployment taxes and income taxes in this state during the last twelve calendar months immediately preceding the submission of this proposal. Or Non-resident Contractor: Contractor does not qualify under requirement stated above. (Please specify your state of residence: ) Officer’s signature: Type or print officer’s name: Erin Tam EnviroIssues Erin M Tam x Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Page 14 ATTACHMENT B PROPOSAL FORM RFP 2024-12– Equitable Engagement Consulting Services The Contractor named below submits this proposal in response to the Request for Proposals (RFP) for the contract named above and warrants that the Contractor has carefully reviewed the RFP and that this proposal represents the Contractor’s full response to the requirements described in the RFP. The Contractor further warrants that if this proposal is accepted, the Contractor agrees to all terms and conditions found in the sample contract (Attachment C), and will provide all necessary labor, materials, equipment, and other means required to complete the work in accordance with the requirements of the RFP and contract documents. The Contractor hereby acknowledges the requirement to carry or indicates the ability to obtain the insurance required in the sample contract. ____Indicate in the affirmative by initialing here: __ The Contractor certifies that the proposal has been arrived at independently and has been submitted without any collusion designed to limit competition. The Contractor certifies that all addenda to the specifications has been received and duly considered and that all costs associated with all addenda have been included in this proposal: Addenda: No. through No. inclusive. Name of Contractor: Business Address: Telephone Number: Email Address: Authorized Signature: Printed/Typed Name: Title: Date: EMT EnviroIssues etam@enviroissues.com Erin M Tam Managing Principal Portland, OR 97204 400 SW 6th Ave, Suite 550 503-248-9500 1 4 04/29/2024 Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Contract Number 32500003 CITY OF TIGARD, OREGON PERSONAL SERVICES CONTRACT EQUITABLE ENGAGEMENT CONSULTING SERVICES THIS AGREEMENT made and entered into this 5th day of August, 2024 by and between the City of Tigard, a municipal corporation of the State of Oregon, hereinafter called City, and EnviroIssues, Inc., hereinafter called Contractor. RECITALS WHEREAS, the City’s 2025 fiscal year budget provides for services related to providing equitable community engagement; and WHEREAS, City has need for the services of a company with a particular training, ability, knowledge, and experience possessed by Contractor, and WHEREAS, City has determined that Contractor is qualified and capable of performing the professional services as City does hereinafter require, under those terms and conditions set forth, THEREFORE, the Parties agree as follows: 1. SERVICES TO BE PROVIDED Contractor will initiate services immediately upon receipt of City’s notice to proceed together with an executed copy of this Agreement. Contractor agrees to complete work that is detailed in Exhibit A, incorporated herein by reference. 2. EFFECTIVE DATE AND DURATION This Agreement is effective upon the date of execution and expires on June 30, 2025, unless otherwise terminated or extended. All work under this Agreement must be completed prior to the expiration of this Agreement. 3. COMPENSATION The City agrees to pay Contractor in accordance with the fee schedule outlined in Exhibit A. The total amount paid to the Contractor by the City may not exceed One Hundred Forty- Seven Thousand Six Hundred Fifty-Two and No/100 Dollars ($147,652.00). Payments made to Contractor will be based upon the following applicable terms: A. Payment by City to Contractor for performance of services under this Agreement includes all expenses incurred by Contractor, with the exception of expenses, if any, identified in this Agreement as separately reimbursable. B. Payment will be made in installments based on Contractor’s invoice, subject to the approval of the City Manager, or designee, and not more frequently than monthly. Unless otherwise agreed, payment will be made only for work actually completed as of the date of invoice. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 2 | P a g e Equitable Engagement Consulting Services 32500003 C. Payment by City releases City from any further obligation for payment to Contractor for services performed or expenses incurred as of the date of the invoice. Payment may not be considered acceptance or approval of any work or waiver of any defects therein. D. Contractor must make payments promptly, as due, to all persons supplying labor or materials for the performance of the work provided for in this Agreement. E. Contractor may not permit any lien or claim to be filed or prosecuted against the City on any account of any labor or material furnished. F. Contractor will pay to the Department of Revenue all sums withheld from employees pursuant to ORS 316.167. G. Contractor will pay all contributions or amounts due the Industrial Accident Fund from the contractor or any subcontractor. H. If Contractor fails, neglects, or refuses to make prompt payment of any claim for labor or services furnished to Contractor or a subcontractor by any person as such claim becomes due, City’s Finance Director may pay such claim and charge the amount of the payment against funds due or to become due the Contractor. The payment of the claim in this manner does not relieve Contractor or their surety from obligation with respect to any unpaid claims. I. Contractor will promptly, as due, make payment to any person, co-partnership, association, or corporation, furnishing medical, surgical, and hospital care or other needed care and attention, incident to sickness or injury, to the employees of Contractor, of all sums that Contractor agrees to pay for the services and all moneys and sums that Contractor collected or deducted from the wages of employees pursuant to any law, contract, or agreement for the purpose of providing or paying for services. J. Contractor and its employees, if any, are not active members of the Oregon Public Employees Retirement System and are not employed for a total of 600 hours or more in the calendar year by any public employer participating in the Retirement System. K. Contractor must obtain, prior to the execution of any performance under this Agreement, a City of Tigard Business License. The Tigard Business License is based on a calendar year with a December 31st expiration date. New businesses operating in Tigard after June 30th of the current year will pay a pro-rated fee though the end of the calendar year. L. The City certifies that sufficient funds are available and authorized for this Agreement during the current fiscal year. Funding during future fiscal years is subject to budget approval by Tigard’s City Council. 4. OWNERSHIP OF WORK PRODUCT City is the owner of and is entitled to possession of any and all work products of Contractor which result from this Agreement, including any computations, plans, correspondence, or Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 3 | P a g e Equitable Engagement Consulting Services 32500003 pertinent data and information gathered by or computed by Contractor prior to termination of this Agreement by Contractor or upon completion of the work pursuant to this Agreement. 5. ASSIGNMENT/DELEGATION Neither party may assign, sublet or transfer any interest in or duty under this Agreement without the written consent of the other and no assignment has any force or effect unless and until the other party has consented. If City agrees to assignment of tasks to a subcontract, Contractor is fully responsible for the acts or omissions of any subcontractors and of all persons employed by them. Neither the approval by City of any subcontractor nor anything contained herein creates any contractual relation between the subcontractor and City. The provisions of this Agreement are binding upon and will inure to the benefit of the parties to the Agreement and their respective successors and assigns. 6. STATUS OF CONTRACTOR AS INDEPENDENT CONTRACTOR Contractor certifies that: A. Contractor acknowledges that for all purposes related to this Agreement, Contractor is an independent contractor as defined by ORS 670.600 and not an employee of City. Contractor is not entitled to benefits of any kind to which an employee of City is entitled and is solely responsible for all payments and taxes required by law. Furthermore, in the event that Contractor is found by a court of law or any administrative agency to be an employee of City for any purpose, City is entitled to offset compensation due, or to demand repayment of any amounts paid to Contractor under the terms of this Agreement, to the full extent of any benefits or other remuneration Contractor receives (from City or third party) as a result of said finding and to the full extent of any payments that City is required to make (to Contractor or to a third party) as a result of said finding. B. Contractor is not an officer, employee, or agent of the City as those terms are used in ORS 30.265. 7. CONFLICT OF INTEREST The undersigned Contractor hereby represents that no employee of the City, or any partnership or corporation in which a City employee has an interest, has or will receive any remuneration of any description from Contractor, either directly or indirectly, in connection with the letting or performance of this Agreement, except as specifically declared in writing. If this payment is to be charged against Federal funds, Contractor certifies that he/she is not currently employed by the Federal Government and the amount charged does not exceed their normal charge for the type of service provided. 8. INDEMNIFICATION City has relied upon the professional ability and training of Contractor as a material inducement to enter into this Agreement. Contractor represents that all of its work will be performed in accordance with generally accepted professional practices and standards as well as the requirements of applicable federal, state, and local laws, it being understood that acceptance of a Contractor’s work by City will not operate as a waiver or release. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 4 | P a g e Equitable Engagement Consulting Services 32500003 Contractor agrees to indemnify and defend the City, its officers, employees, agents, and representatives and hold them harmless from any and all liability, causes of action, claims, losses, damages, judgments, or other costs or expenses, including attorney's fees and witness costs (at both trial and appeal level, whether or not a trial or appeal ever takes place including any hearing before federal or state administrative agencies), that may be asserted by any person or entity which in any way arise from, during, or in connection with the performance of the work described in this contract, except liability arising out of the sole negligence of the City and its employees. Such indemnification will also cover claims brought against the City under state or federal worker's compensation laws. If any aspect of this indemnity is found to be illegal or invalid for any reason whatsoever, such illegality or invalidity does not affect the validity of the remainder of this indemnification. 9. INSURANCE Contractor and its subcontractors must maintain insurance acceptable to City in full force and effect throughout the term of this contract. Such insurance must cover risks arising directly or indirectly out of Contractor's activities or work hereunder, including the operations of its subcontractors of any tier. The policy or policies of insurance maintained by the Contractor must provide at least the following limits and coverages: A. Commercial General Liability Insurance Contractor will obtain, at Contractor’s expense, and keep in effect during the term of this contract, Comprehensive General Liability Insurance covering Bodily Injury and Property Damage on an “occurrence” form (CG 2010 1185 or equivalent). This coverage must include Contractual Liability insurance for the indemnity provided under this contract. The following insurance will be carried: Coverage Limit General Aggregate $3,000,000 Products-Completed Operations Aggregate $3,000,000 Personal & Advertising Injury $1,000,000 Each Occurrence $2,000,000 Fire Damage (Any one fire) $50,000 B. Commercial Automobile Insurance Contractor must also obtain, at Contractor’s expense, and keep in effect during the term of the contract, Commercial Automobile Liability coverage including coverage for all owned, hired, and non-owned vehicles on an “occurrence” form. The Combined Single Limit per occurrence may not be less than $1,000,000. If Contractor uses a personally-owned vehicle for business use under this contract, the Contractor will obtain, at Contractor’s expense, and keep in effect during the term of the contract, business automobile liability coverage for all owned vehicles on an “occurrence” form. The Combined Single Limit per occurrence may not be less than $1,000,000. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 5 | P a g e Equitable Engagement Consulting Services 32500003 C. Workers’ Compensation Insurance The Contractor, its subcontractors, if any, and all employers providing work, labor, or materials under this Contract that are subject employers under the Oregon Workers' Compensation Law must comply with ORS 656.017, which requires them to provide workers' compensation coverage that satisfies Oregon law for all their subject workers. Out-of-state employers must provide Oregon workers' compensation coverage for their workers who work at a single location within Oregon for more than 30 days in a calendar year. Contractors who perform work without the assistance or labor of any employee need not obtain workers’ compensation coverage. All non-exempt employers must provide Employer's Liability Insurance with coverage limits of not less than $1,000,000 each accident. D. Additional Insured Provision All required insurance policies, other than Workers’ Compensation and Professional Liability, must name the City its officers, employees, agents, and representatives as additional insureds with respect to this Agreement. E. Insurance Carrier Rating Coverages provided by the Contractor must be underwritten by an insurance company deemed acceptable by the City. All policies of insurance must be written by companies having an A.M. Best rating of "A-VII" or better, or equivalent. The City reserves the right to reject all or any insurance carrier(s) with an unacceptable financial rating. F. Self-Insurance The City understands that some contractors may self-insure for business risks and the City will consider whether such self-insurance is acceptable if it meets the minimum insurance requirements for the type of coverage required. If Contractor is self-insured for commercial general liability or automobile liability insurance, Contractor must provide evidence of such self-insurance. Contractor must provide a Certificate of Insurance showing evidence of the coverage amounts on a form acceptable to the City. The City reserves the right in its sole discretion to determine whether self-insurance is adequate. G. Certificates of Insurance As evidence of the insurance coverage required by the contract, Contractor will furnish a Certificate of Insurance to the City. No contract is effective until the required Certificates of Insurance have been received and approved by the City. The certificate will specify and document all provisions within this contract and include a copy of Additional Insured Endorsement. A renewal certificate will be sent to the below address prior to coverage expiration. H. Primary Coverage Clarification The parties agree that Contractor’s coverage is primary to the extent permitted by law. The parties further agree that other insurance maintained by the City is excess and not contributory insurance with the insurance required in this section. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 6 | P a g e Equitable Engagement Consulting Services 32500003 I. Cross-Liability Clause A cross-liability clause or separation of insureds clause will be included in all general liability, professional liability, pollution, and errors and omissions policies required by this Agreement. A certificate in form satisfactory to the City certifying to the issuance of such insurance will be forwarded to: City of Tigard Attn: Contracts and Purchasing Office ContractsPurchasing@tigard-or.gov At the discretion of the City, a copy of each insurance policy, certified as a true copy by an authorized representative of the issuing insurance company, may be required to be forwarded to the above address. Such policies or certificates must be delivered prior to commencement of the work. The procuring of such required insurance will not be construed to limit Contractor’s liability hereunder. Notwithstanding said insurance, Contractor is obligated for the total amount of any damage, injury, or loss caused by negligence or neglect connected with this Agreement. 10. METHOD & PLACE OF SUBMITTING NOTICE, BILLS AND PAYMENTS All notices, bills and payments will be made in writing and may be given by personal delivery, mail, or by fax. Payments may be made by personal delivery, mail, or electronic transfer. The following addresses will be used to transmit notices, bills, payments, and other information: CITY OF TIGARD ENVIROISSUES, INC. Attn: Kent Wyatt Attn: Laura Peña Address: 13125 SW Hall Blvd Tigard, OR 97223 Address: 400 SW Sixth Avenue, Ste 550 Portland, OR 97204 Phone: (503) 718-2809 Phone: (503) 937-0211 Email: kentw@tigard-or.gov Email: lpena@enviroissues.com Notice will be deemed given upon deposit in the United States mail, postage prepaid, or when so faxed, upon successful fax. In all other instances, notices, bills and payments will be deemed given at the time of actual delivery. Changes may be made in the names and addresses of the person to who notices, bills, and payments are to be given by giving written notice pursuant to this paragraph. 11. SURVIVAL The terms, conditions, representations, and warranties contained in this Agreement survive the termination or expiration of this Agreement. 12. MERGER This writing is intended both as a final expression of the Agreement between the parties with respect to the included terms and as a complete and exclusive statement of the terms of the Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 7 | P a g e Equitable Engagement Consulting Services 32500003 Agreement. No modification of this Agreement will be effective unless and until it is made in writing and signed by both parties. 13. TERMINATION WITHOUT CAUSE At any time and without cause, City has the right in its sole discretion to terminate this Agreement by giving notice to Contractor. If City terminates this Agreement pursuant to this paragraph, City will pay Contractor for services rendered to the date of termination. 14. TERMINATION WITH CAUSE A. City may terminate this Agreement effective upon delivery of written notice to Contractor, or at such later date as may be established by City, under any of the following conditions: 1) If City funding from federal, state, local, or other sources is not obtained and continued at levels sufficient to allow for the purchase of the indicated quantity of services. This Agreement may be modified to accommodate a reduction in funds. 2) If federal or state regulations or guidelines are modified, changed, or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this Agreement. 3) If any license or certificate required by law or regulation to be held by Contractor, its subcontractors, agents, and employees to provide the services required by this Agreement is for any reason denied, revoked, or not renewed. 4) If Contractor becomes insolvent, if voluntary or involuntary petition in bankruptcy is filed by or against Contractor, if a receiver or trustee is appointed for Contractor, or if there is an assignment for the benefit of creditors of Contractor. Any such termination of this agreement under paragraph (A) will be without prejudice to any obligations or liabilities of either party already accrued prior to such termination. B. City, by written notice of default (including breach of contract) to Contractor, may terminate the whole or any part of this Agreement: 1) If Contractor fails to provide services called for by this Agreement within the time specified, or 2) If Contractor fails to perform any of the other provisions of this Agreement, or fails to pursue the work as to endanger performance of this Agreement in accordance with its terms, and after receipt of written notice from City, fails to correct such failures within ten (10) days or such other period as City may authorize. The rights and remedies of City provided above related to defaults (including breach of contract) by Contractor are not exclusive and are in addition to any other rights and remedies provided by law or under this Agreement. If City terminates this Agreement under paragraph (B), Contractor will be entitled to receive as full payment for all services satisfactorily rendered and expenses incurred, provided, that the City may deduct the amount of damages, if any, sustained by City due to breach of contract by Contractor. Damages for breach of contract include those Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 8 | P a g e Equitable Engagement Consulting Services 32500003 allowed by Oregon law, reasonable and necessary attorney fees, and other costs of litigation at trial and upon appeal. 15. ACCESS TO RECORDS City will have access to such books, documents, papers and records of Contractor as are directly pertinent to this Agreement for the purpose of making audit, examination, excerpts and transcripts. 16. HAZARDOUS MATERIALS Contractor will comply with all federal Occupational Safety and Health Administration (OSHA) requirements and all Oregon safety and health requirements. In accordance with OSHA and Oregon OSHA Hazard Communication Rules, if any goods or services provided under this Agreement may release, or otherwise result in an exposure to, a hazardous chemical under normal conditions of use (for example, employees of a construction contractor working on-site), it is the responsibility of Contractor to provide the City with the following information: all applicable Safety Data Sheets, the identity of the chemical/s, how Contractor will inform employees about any precautions necessary, an explanation of any labeling system, and the safe work practices to prevent exposure. In addition, Contractor must label, tag, or mark such goods. 17. FORCE MAJEURE Neither City nor Contractor will be considered in default because of any delays in completion and responsibilities hereunder due to causes beyond the control and without fault or negligence on the part of the parties so disenabled, including but not restricted to, an act of God or of a public enemy, civil unrest, volcano, earthquake, fire, flood, epidemic, quarantine restriction, area-wide strike, freight embargo, unusually severe weather or delay of subcontractor or supplies due to such cause; provided that the parties so disenabled will within ten (10) days from the beginning of such delay, notify the other party in writing of the cause of delay and its probable extent. Such notification will not be the basis for a claim for additional compensation. Each party will, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and will, upon cessation of the cause, diligently pursue performance of its obligation under the Agreement. 18. NON-WAIVER The failure of City to insist upon or enforce strict performance by Contractor of any of the terms of this Agreement or to exercise any rights hereunder should not be construed as a waiver or relinquishment to any extent of its rights to assert or rely upon such terms or rights on any future occasion. 19. HOURS OF LABOR, PAY EQUITY In accordance with ORS 279B.235, the following are hereby incorporated in full by this reference: A. Contractor may not employ an individual for more than 10 hours in any one day, or 40 hours in any one week, except as provided by law. For contracts for personal services, as defined in ORS 279A.055, Contractor must pay employees at least time and a half pay for all overtime the employees work in excess of 40 hours in any one week, except for Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 9 | P a g e Equitable Engagement Consulting Services 32500003 employees who are excluded under ORS 653.010 to 653.261 or under 29 U.S.C. 201 to 209 from receiving overtime. B. Contractor must give notice in writing to employees who work on a public contract, either at the time of hire or before commencement of work on the contract, or by positing a notice in a location frequented by employees, of the number of hours per day and days per week that the employees may be required to work. C. Contractor may not prohibit any of Contractor’s employees from discussing the employee’s rate of wage, salary, benefits or other compensation with another employee or another person and may not retaliate against an employee who discusses the employee’s rate of wage, salary, benefits or other compensation with another employee or another person. D. Contractor must comply with the pay equity provisions in ORS 652.220. Compliance is a material element of this Agreement and failure to comply will be deemed a breach that entitles City to terminate this Agreement for cause. 20. NON-DISCRIMINATION Contractor will comply with all federal, state, and local laws, codes, regulations, and ordinances applicable to the provision of services under this Agreement, including, without limitation: A. Title VI of the Civil Rights Act of 1964; B. Section V of the Rehabilitation Act of 1973; C. The Americans with Disabilities Act of 1990, as amended by the ADA Amendments Act (ADAAA) of 2008 (Pub L No 101- 336); and D. ORS 659A.142, including all amendments of and regulations and administrative rules, and all other applicable requirements of federal and state civil rights and rehabilitation statutes, rules and regulations. 21. ERRORS Contractor will perform such additional work as may be necessary to correct errors in the work required under this Agreement without undue delays and without additional cost. 22. EXTRA (CHANGES) WORK Only the City’s Project Manager for this Agreement may change or authorize additional work. Failure of Contractor to secure authorization for extra work constitutes a waiver of all right to adjust the contract price or contract time due to such unauthorized extra work and Contractor will not be entitled to compensation for the performance of unauthorized work. 23. WARRANTIES Contractor will guarantee work for a period of one year after the date of final acceptance of the work by the owner. Contractor warrants that all practices and procedures, workmanship and materials are the best available unless otherwise specified in the profession. Neither Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 10 | P a g e Equitable Engagement Consulting Services 32500003 acceptance of the work nor payment therefore relieves Contractor from liability under warranties contained in or implied by this Agreement. Any intellectual property rights delivered to the City under this Agreement and Contractor’s services rendered in the performance of Contractor’s obligations under this Agreement, will be provided to the City free and clear of any and all restrictions on or conditions of use, transfer, modification, or assignment, and be free and clear of any and all liens, claims, mortgages, security interests, liabilities, charges, and encumbrances of any kind. 24. ATTORNEY'S FEES In the event an action, suit of proceeding, including appeal, is brought for failure to observe any of the terms of this Agreement, each party is responsible for that party’s own attorney fees, expenses, costs and disbursements for the action, suit, proceeding, or appeal. 25. CHOICE OF LAW, VENUE The provisions of this Agreement are governed by Oregon law. Venue will be the State of Oregon Circuit Court in Washington County or the U.S. District Court for Oregon, Portland. 26. COMPLIANCE WITH STATE AND FEDERAL LAWS/RULES Contractor will comply with all applicable federal, state and local laws, rules and regulations applicable to the work in this Agreement. 27. CONFLICT BETWEEN TERMS In the event of a conflict between the terms of this Agreement and Contractor’s proposal, this Agreement will control. In the event of conflict between a provision in the main body of the Agreement and a provision in the Exhibits, the provision in the main body of the Agreement will control. In the event of an inconsistency between Exhibit A and Exhibit B, Exhibit A will control. 28. AUDIT Contractor will maintain records to assure conformance with the terms and conditions of this Agreement and to assure adequate performance and accurate expenditures within the contract period. Contractor agrees to permit City, the State of Oregon, the federal government, or their duly authorized representatives to audit all records pertaining to this Agreement to assure the accurate expenditure of funds. 29. SEVERABILITY In the event any provision or portion of this Agreement is held to be unenforceable or invalid by any court of competent jurisdiction, the validity of the remaining terms and provisions will not be impaired unless the illegal or unenforceable provision affects a significant right or responsibility, in which case the adversely affected party may request renegotiation of the Agreement and, if negotiations fail, may terminate the Agreement. 30. COMPLIANCE WITH TAX LAWS Contractor represents and warrants that Contractor is, to the best of the undersigned’s knowledge, not in violation of any Oregon tax laws including but not limited to ORS 305.620 and ORS Chapters 316, 317, and 318. Contractor’s failure to comply with the tax laws of this Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 11 | P a g e Equitable Engagement Consulting Services 32500003 state or a political subdivision of this state before the Contractor executed this Agreement or during the term of this Agreement is a default for which the City may terminate this Agreement and seek damages and other relief available under the terms of this Agreement or applicable law. IN WITNESS WHEREOF, City and Contractor have caused this Agreement to be executed by their duly authorized officials. CITY OF TIGARD ENVIROISSUES, INC. By: __________________________________ By: __________________________________ Name: _______________________________ Name: _______________________________ Title: ________________________________ Title: ________________________________ Date: ________________________________ Date: ________________________________ Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Director of Workplace Effectiveness Rachel Hynes 8/8/2024 City Manager 8/14/2024 Steve Rymer 12 | P a g e Equitable Engagement Consulting Services 32500003 EXHIBIT A SERVICES TO BE PROVIDED INTRODUCTION The City of Tigard is contracting for local engagement and equity consulting services to review Tigard’s current external engagement and outreach efforts and develop recommendations for growth. SCOPE OF WORK Task 1: Internal Alignment and Coordination (August – September 2024) Contractor will gain close alignment with the City team, review existing information and materials defining the City’s current approach and goals for improving equitable engagement. Through this task, Contractor will also coordinate development and reporting of findings and deliverables through monthly meetings with the City project team. Contractor will also manage a series of periodic briefings with a Feedback Group comprised of the Community Navigator Ad Hoc Committee supplemented with additional community perspectives identified through recommendations made during stakeholder interviews. Contractor will use the GARE framework to carry through the community informed decision-making process. 1.1. Host project kick-off meeting 1.2. Conduct up to nine monthly coordination meetings 1.3. Hold up to four periodic briefings with Feedback Group 1.4. Conduct environmental review 1.5. Review City key documents 1.6. Compile demographics analysis and create population trends projection 1.7. Monthly progress reports (up to 10) Deliverables:  Meeting agendas and meeting notes  Draft demographic analysis and trends report Task 2: External Engagement (October – December 2024) Contractor will lead a series of engagements with community members and groups representing unserved and underserved communities to understand barriers and opportunities for equitable engagement. Engagement will begin through a series of stakeholder interviews with key community and City representatives. The interviews will set the stage for convening a series of up to five discussion groups, each with a different community. Discussion group composition and recruitment will be informed by the interviews and may include groups for Spanish-speakers, Black, and Indigenous communities. Contractor will also gain insights from Tigard residents who experience disabilities through intersecting identities. Following the initial series of discussion groups, Contractor will circle back with each group to present what Contractor heard through their input and provide the opportunity to confirm or correct initial findings. Contractor recommends focused engagement through interviews and discussion groups to allow two-way dialog on these high-context topics. Contractor will be open to exploring other engagement techniques, like broad engagement through surveys. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 13 | P a g e Equitable Engagement Consulting Services 32500003 2.1. Plan, schedule and conduct interviews with up to 15 community leaders representing unserved and underserved communities. Identify future process participants for discussion groups. 2.2. Plan, schedule and conduct a series of up to five community discussion groups. Discussion groups meetings will be 90 minutes each. Discussion group meetings will build additional context and understanding and document barriers and opportunities for equitable engagement. The information received will set the stage for identifying engagement goals and related benchmarks under Task 3 activities. 2.3. Close the loop with discussion group audiences to confirm we understood and reflected their input accurately by creating feedback summary flyers shared back with process participants Deliverables:  Stakeholder interview plan  Stakeholder interview summary and findings memo  Community discussion group plan and agendas  Community discussion group summary and findings memo  Feedback summary flyers for each discussion group audience (up to five) Task 3: Analysis and Recommendations (December 2024 – May 2025) Contractor will analyze findings and draft recommendations by reviewing community-generated barriers and needs with the City’s current equitable engagement practices. Contractor will create a framework of recommended engagement approaches and resources vetted by our team of equitable engagement practitioners and confirmed by our Feedback Group. 3.1. Develop draft recommendations for review, including an operational framework for implementing equitable engagement, recommended resources and community connections recommended for further development, and quantitative and qualitative metrics to measure progress. 3.2. Present draft findings, recommendations, resources and metrics and gain input from the Feedback Committee and City Council working session with the community present. 3.3. Develop Final draft recommendations, framework and metrics, incorporating feedback from the Feedback Committee and City Council. 3.4. Develop final summary report package including environmental review findings, demographic projections and potential impacts, operational framework, quantitative and qualitative metrics and recommendations for closing the feedback loop with BIPOC, immigrant, nonnative English and non-English speaking communities. This report will weave in the practices of Emergent Strategy. Deliverables:  Draft recommendations summary including:  Operational framework for Tigard to implement and maintain equitable engagement and outreach  Benchmarks with short-term and mid-term goals and objectives, and related metrics  Presentations for City Council and Feedback Group meetings  Final summary report Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 14 | P a g e Equitable Engagement Consulting Services 32500003  Potential next steps SCHEDULE MILESTONES Project Phases Contractor will plan the project in phases, organized under tasks in a clearly defined yet flexible scope of work. The following project schedule illustrates the phases and activities from August 2024 through May 2025. Project activities and deliverables Aug Sep Oct Nov Dec Jan Feb Mar Apr May Discovery phase Conduct environmental scan and demographics analysis X Environmental scan findings X Interviews X Community discussion groups X X Member checking phase Confirm input received X Reporting and recommendations phase Draft recommendations, framework and metrics X Final draft recommendations, framework and metrics X Final draft presentation to community participants, the Feedback Group and City Council X Final summary report and Emergent Strategy plan X Internal presentations and meetings Kick-off meeting X City Council presentations X X Monthly team check-ins X X X X X X X X X Emergent/GARE feedback group check-ins X X X X RATES AND FEE SCHEDULE Work under this contract will be billed according to the rates and fee schedule outlined below. STAFF Christine Moses Joey Posada Laura Peña Bridger Wineman Associate 2 Associate 1 Graphic Designer Fully loaded Billing Rate $246.00 $213.00 $196.00 $243.00 $143.00 $120.00 $146.00 Total Hours 172.00 48.00 225.00 11.00 96.0 67.0 64.0 683 Total Labor Cost $42,312.00 $10,224.00 $44,100.00 $2,673.00 $13,728.00 $8,040.00 $9,344.00 $130,421 Total Direct Cost $2,231 TOTAL $132,652 Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 15 | P a g e Equitable Engagement Consulting Services 32500003 Direct cost summary: ITEM QUANTITY COST EACH TOTAL ITEM COST Printing 1000 $0.10 $100.00 Meeting refreshments 5 $50.00 $250.00 Mileage 50 $0.625 $31.25 Parking 10 $5.00 $50.00 Materials translation 12 $100.00 $1,200.00 Interpretation services 2 $200.00 $600.00 An additional $15,000.00 is available for payments to community engagement liaisons, community-based organizations, and process participants. Payments will be facilitated through Contractor. Compensation will be between $50 and $100 per hour or engagement event. The recommended budget breakdown is as follows; adjustments may be made as the need arises:  $2,700 for discussion group participant stipends/gift cards  $1,050 for interviews  $2,700 for feedback group participant stipends/gift cards  Up to $8,000 for engagement liaisons (as a vendor cost) The total amount to be paid under this Contract will not exceed $147,652. INTERNAL ALIGNMENT AND COORDINATION Total Hours 49.0 30.0 83.0 9.0 15.0 21.0 0.0 207 Total Labor $12,045.34 $6,378.12 $16,267.52 $2,182.51 $2,142.65 $2,511.38 $0.00 $41,528 EXTERNAL ENGAGEMENT Total Hours 66.0 0.0 73.0 0.0 57.0 46.0 32.0 274 Total Labor $16.224.34 $0.00 $14,307.58 $0.00 $8,142.07 $5,501.13 $4,677.29 $48,852 ANALYSIS AND RECOMENDATIONS Total Hours 57.0 18.0 69.0 2.0 24.0 0.0 32.0 202 Total Labor $14,011.93 $3,826.87 $13,523.60 $485.00 $3,428.24 $0.00 $4,677.29 $39,953 Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 RFP 2024-12: CITY OF TIGARD – EQUITABLE ENGAGEMENT CONSULTING SERVICES Submitted by EnviroIssues Inc. Contact person: Bridger Wineman 400 SW 6th Ave, Suite 550 Portland, OR 97204 503-248-9500 bwineman@enviroissues.com Legal representative authorized to bind Proposer in contractual matters: Legal Representative (Signature) Print Name of Legal Representative Date April 29, 2024 Erin Tam EXHIBIT B CONTRACTOR’S PROPOSAL Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 City of Tigard Equitable Engagement Consulting Services Submitted by EnviroIssues May 1, 2024 400 SW 6th Avenue, Suite 550 Portland OR, 97204 Response to RFP 2024-12 Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Contents 1 – Firm Qualifications and Project Team 1 – About EnviroIssues 2 – Relevant Projects 4 – Work Quality and Cost Control 4 – Management and Organizational Capabilities 5 – Project Understanding and Approach 5 – Project Understanding 5 – Management Objectives & Technique 7 – Example Approach 7 – Project Phases 9 – Project Management 10 – Key Personnel 13 – Cost Proposal 14 – Diversity in Contracting 14 – Certifications Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 1 | Firm Qualifications and Project Team About EnviroIssues For over 30 years, EnviroIssues has successfully led comprehensive community engagement, communication, facilitation, research, graphic design, and digital engagement efforts for public agencies. We partner with our clients to design and implement equitable strategies that build a shared understanding of needs and broaden ideas about what is possible. With over 80 employees and decades of experience in the Pacific Northwest, EnviroIssues has developed relationships and partnerships with communities and organizations throughout the region. We bring together these relationships and our expertise to help our clients effectively engage people in complex and often intersecting issues across land use, climate change, housing, public health, and transportation. EnviroIssues’ antiracism values are grounded in our staff’s commitment to deepening an understanding of racial equity and social justice, and continuing to grow as individuals in addressing the inevitable harm that results from the inequitable systems and structures we all live in. Working at the cutting edge of public outreach for more than three decades has brought EnviroIssues the humility to acknowledge what we don’t know, address embedded biases, challenge norms, and practice active listening. We use and continue to develop trauma-informed and culturally responsive practices, as well as incorporate emergent strategies, to plan processes and facilitate conversations. Key Firm Data Organization type: S-Corporation Portland office: 400 SW 6th Ave, Suite 550, Portland, OR 97204 Corporate headquarters: 316 Occidental Avenue S, Suite B400, Seattle, WA 98104 Certified Disadvantaged Business Enterprise (DBE) and Women’s Business Enterprise (WBE) in the state of Oregon, in compliance with federal requirements (Certificate number: 575) Firm Resources Our project team will be supported by a bench of over 80 public involvement professionals. If additional staffing or expertise is needed over the course of the project to further support the staff proposed, EnviroIssues will ensure that these are provided accordingly. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 2 | As a subconsultant to HDR, EnviroIssues is leading public involvement tasks for planning an earthquake- safe Willamette River Crossing at Burnside Street in Portland. Beginning with the project’s feasibility phase, our team developed an online open house which we update for each phase of the project with trans-created content in five languages. Our team also hosts discussion groups with DEI audiences and designed person-to-person outreach to historically marginalized communities. We also developed engaging outreach materials for the project including social media campaigns, email newsletters and mailers, and several videos. Our online surveys for the project have garnered thousands of responses. Our team distilled survey results that helped guide the project team and County leaders through decision-making and messaging development that has helped the project progress through planning and financing over multiple years. EnviroIssues is continuing work on the project as it enters the final design and construction phase. In partnership with engagement liaisons, we lead multicultural engagement for the project across the Portland metro area. Reference: Megan Neil, Multnomah County Project Manager, 401 N Dixon St, Portland, OR 97227 503-988-0437 | megan.neill@multco.us Multnomah County, Earthquake Ready Burnside Bridge Public Involvement Community Cycling Center, Barriers to Biking Project2019-present 2021-2023 Relevant Projects The purpose of this project was to work with and support the Community Cycling Center (CCC) in engaging with historically and currently marginalized community members to gather information that helps explore the expansion of their effective and culturally- relevant bicycle programming in East Portland. A large part of this work was to support the CCC in identifying and building partnerships with organizations and groups in this area, ultimately building their capacity to intentionally expand into East Portland. In close collaboration with the CCC, EnviroIssues developed an engagement approach that identified priority communities in the East Portland area and centered culturally-relevant methods to engage those communities, seeking input on the barriers to biking that they experience and opportunities for future partnerships. Our project team organized focus groups, staff and partner interviews, and a survey to obtain feedback and input. We collaborated with PKS International’s Community Engagement Liaisons program to support in-language outreach and facilitation to engage the diverse range of community members, including Spanish, Chinese, Vietnamese, and Russian. We completed the final report for this project and closed the loop with project participants by sharing the report and next steps. Reference: Marne Duke, Oregon Metro 600 NE Grand Ave, Portland, OR 97232 503-358-9694 | marne.duke@oregonmetro.org Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 3 | City of Hillsboro, Engaging Marginalized Communities in Land Use Planning 2021-2022 2022-present Oregon Department of Environmental Quality (DEQ), Built Environment Listening Sessions with Impacted CommunitiesThe purpose of this project was to meaningfully involve Hillsboro’s Historically Marginalized Communities (HMCs) and center their voices in the City’s land use planning engagement process. We worked with the Hillsboro Planning Division to develop an intentional engagement approach. Our team organized an advisory panel and focus groups to center the voices of a diverse range of Hillsboro community members in the City’s planning efforts, including Chinese, Somali, Southeast Asian, Iraqi, Vietnamese and Native American communities. We designed our engagement plan and focus groups with the advisory panel to ensure members from the community were a part of the process from the beginning. We built relationships with the community as a method and outcome of this work, which created comfort and empowerment of these diverse groups and long-term connections. This project was completed on time and within budget. The team’s work on this project is documented on the City of Hillsboro’s website. Reference: Dan Rutzick, Long Range Planning Manager, City of Hillsboro, 150 E Main St, Hillsboro, Or 97123 503-681-5358 | dan.rutzick@hillsboro-oregon.gov EnviroIssues’ team planned and implemented statewide listening sessions with communities that have been impacted by the built environment. We started the project by identifying and interviewing leaders at community-based organizations. We then initiated partnership agreements with community organizers, facilitated an engagement workshop and collaborated with community advisors to develop meeting materials, locations and logistics appropriate for each community. We co-facilitated a series of three listening sessions, each with six different groups, conducted in English and Spanish. The work resulted in a prioritized list of workplan topics, new relationships and insights for the DEQ team and pilot project opportunities for continued partnership in each community. Reference: Amanda Ingmire 700 NE Multnomah St #600, Portland, OR 97232 971-263-0826 | amanda.ingmire@deq.oregon.gov Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 4 | Management and Organizational Capabilities As consultants supporting public sector clients, we have developed systems to manage workload across teams to ensure each project is resourced to meet its goals and schedule. Management success is attributable to clear communication with the City team about expectations for process, deliverables, and deadlines. Our assigned project manager is the point-of-contact for EnviroIssues’ team and responsible for managing the contract scope of work within the schedule and budget provided, in close collaboration with the City. We actively strive to build meaningful, authentic relationships with our clients and process participants. In doing so, we create a community of trust where honesty and collaboration flourish. Our approach to team assignments provides a balance between ensuring the City has a central point of contact in client management while simultaneously engaging all members of our team in planning and decision- making. Team members will actively discuss approaches to equitable public engagement and communications, resulting in recommendations for the team and/or key staff to share with the City that has been vetted by the team. Work Quality and Cost Control We take seriously the quality of services and products we provide to our clients and the public they serve. With our work available for public consumption – whether an event attended by hundreds of people, or a mailer sent to residents in multiple counties – materials developed by EnviroIssues staff for external publication are subject to a rigorous Quality Assurance/Quality Control review process. Products submitted to the QA/QC program are fact-checked and reviewed for grammar, usage and style, adherence to AP and/or other client style guides and for internal consistency. Materials included in the QA/QC program include webpages, email updates, fact sheets, maps, reports, press releases, display boards, online open house content, and more. When providing translated outreach services and materials, our review process involves in-house multilingual staff and outside language services as necessary to ensure messages are meaningful and culturally appropriate in all languages. EnviroIssues uses software to manage project tasks, schedules, and workflows as well as budgets and invoicing. We use a project management system (Wrike) to track and manage tasks and schedules. It enables seamless workback planning so you know what to expect and when. You can leave this all to us, but know that we also offer client-facing dashboards when needed and can track progress and collaborate through interconnected tasks. On the accounting side, we use an integrated billing system (Deltek Vantagepoint) that provides weekly budget tracking. Our project managers will submit monthly progress reports along with each invoice, including detailed labor and expense reporting as appropriate. We are happy to customize progress reports to your specific needs. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 5 | Project Understanding and Approach Project Understanding The City of Tigard is committed to fostering an equitable community and improving accessibility and inclusivity within the agency. Recognizing the barriers faced by diverse community members in accessing government services, Tigard recognized that the status quo is not working for the Tigard community and created the Community Promise on Equity to ensure just and fair inclusion where all can participate, prosper, and reach their full potential. Tigard convened the Community Navigator Ad Hoc Committee to explore the feasibility and scope of a Community Navigator position to address these barriers. In addition to Tigard’s equity efforts, the committee recommended engaging an external consultant to assess the agency’s current external engagement and outreach efforts, and to develop actionable recommendations that ensure the Tigard community has a voice in their government and access to services, resources, and information. EnviroIssues is committed to supporting Tigard with the vision of a more equitable community. Management Objectives & Technique Our equitable engagement approach is grounded in two key frameworks: Emergent Strategy (adrienne maree brown) and trauma-informed engagement. These frameworks will guide our environmental review research, stakeholder engagement and benchmarking, and the resulting final summary. Emergent Strategy fosters a collaborative relationship focused on discovery and experimentation, recognizing that incremental progress can lead to significant change. The framework invites us into a nonlinear, iterative process to confirm community input, fostering meaningful relationships crucial for Tigard’s community engagement and outreach efforts. Trauma-informed, socially-just engagement acknowledges and addresses unexplored or unacknowledged trauma within communities, recognizing its impact on relationship building and decision-making. By acknowledging past traumas and bridging gaps in trust, we aim to foster long- term, productive relationships with the community. Our approach also aligns with the Government Alliance on Race and Equity (GARE) strategies and Tigard’s community questions approach to ensuring community feedback is normalized across the city. Our recommendations for your framework and metrics will be informed by community participation, which is central to the GARE process. The community questions have primed the pump to have these conversations in a highly productive manner. To bring this model to life, please see figure 1. Moreover, we advocate for compensating community members and partners for their invaluable time and expertise. As part of our work, we will help Tigard set up a mechanism to be able to compensate people for their time and participation. We bring this knowledge and approach to project phases, organized under tasks in a clearly defined yet flexible scope of work. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 6 | STEP 1 STEP 4 STEP 2 STEP 5 STEP 3 STEP 6 Figure 1. GARE ES TIE Model for the City of Tigard GARE EMERGENT STRATEGY (ES)TRAUMA-INFORMED ENGAGEMENT (TIE) Set Outcomes (Clear communication) • Leadership communicates key community outcomes for racial equity to guide analysis • ES: Kickoff meeting between the City team and EnviroIssues goes deep into why this work is important, how we can do it dfferently, who we should reach out to through a process of discovery, visioning of potential future state, what feelings we want the manifest through this process, curiosity, etc. Involve Stakeholders & Analyze Data (Interviews and discussion groups) • Through stakeholder interviews, gather information from community and staff on benefits and burdens of current processes and experiences through a racial equity lens • ES: Interviews will help identify participants for discussion groups; use design thinking, liberating structure and ES straregies for group discussions • TIE: Use highly skilled facilitators; vet interview questions for safety; conduct in- langauge discussion groups; use informed consent to empower Determine Benefit and/or Burden • Analyze community recommendations for impacts and alignment with racial equity outcomes • ES: Focus on qualitative data, especially stories, to help guide our decisions and recommendations • TIE: Examine existing data equity lens, use demographic data to bring a picture to life of the experiences of people throughout Tigard’s communities Advance Opportunity or Minimize Harm • Develp strategies to create greater racial equity or minimize unitended consequences • ES: Each recommondation will be tailored for the advancement and resiliency of underserved and undervalued communities • TIE: Do No Harm: Build trust by addressing community recommendations, opportunities, and barriers directly Evaluate. Raise Racial Awareness. Be Accountable • Track impacts on communities of color over time. Continue to communicate with and involve stakeholders. Document unsolved issues • ES: What metrics are important? How do we know what success looks like? How should metrics be displayed on the website? • TIE: How do we know what success feels like? Tastes like? How does success vary across communities? Report Back • Share findings from analysis with Department Leadership and Change Team • ES: Go a step further and share the recommendations with the City Council and with the community in a celebration • TIE: Create regular feedback loops for each city department using plain and welcoming language (in-language) Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 7 | Example Approach We draw on from our experience with similar projects, such as the City of Hillsboro’s Engaging Marginalized Communities initiative to meaningfully engage and center the voices of communities of color, immigrants, and refugees in the land use planning engagement and outreach process. We partnered with the City and community-based organizations to implement meaningful, targeted engagement that included discussion groups and advisory panel meetings. We strive to facilitate meaningful dialogue and collaboration with underserved communities and use iterative engagements to build transparency and trust. Project Phases We will plan the project in phases, organized under tasks in a clearly defined yet flexible scope of work. The following project schedule illustrates the phases and activities from June 2024 through March 2025. Please see the Cost Proposal for anticipated hours for each task by team member. Project activities and deliverables Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Discovery phase Conduct environmental scan and demographics analysis X Environmental scan findings X Interviews X Community discussion groups X X Member checking phase Confirm input received X Reporting and recommendations phase Draft recommendations, framework and metrics X Final draft recommendations, framework and metrics X Final draft presentation to community participants, the Feedback Group and City Council X Final summary report and Emergent Strategy plan X Internal presentations and meetings Kick-off meeting X City Council presentations X X Monthly team check-ins X X X X X X X X X Emergent/GARE feedback group check-ins X X X X Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 8 | External Engagement (August - September 2024) EnviroIssues will lead a series of engagements with community members and groups representing unserved and underserved communities to understand barriers and opportunities for equitable engagement. Engagement will begin through a series of stakeholder interviews with key community and City representatives. The interviews will set the stage for convening a series of up to five discussion groups, each with a different community. Discussion group composition and recruitment will be informed by the interviews and may include groups for Spanish-speakers, Black, and Indigenous communities. We will also gain insights from Tigard residents who experience disabilities through intersecting identities. Following the initial series of discussion groups, we will circle back with each group to present what we heard through their input and provide the opportunity to confirm or correct initial findings. EnviroIssues recommends focused engagement through interviews and discussion groups to allow two-way dialog on these high-context topics. We’re open to exploring other engagement techniques, like broad engagement through surveys. 2.1. Plan, schedule and conduct interviews with up to 15 community leaders representing unserved and underserved communities. Identify future process participants for discussion groups. 2.2. Plan, schedule and conduct a series of up to five community discussion groups. Discussion groups meetings will be 90 minutes each. Discussion group meetings will build additional context and understanding and document barriers and opportunities for equitable engagement. The information received will set the stage for identifying engagement goals and related benchmarks under Task 3 activities. 2.3. Close the loop with discussion group audiences to confirm we understood and reflected their input accurately by creating feedback summary flyers shared back with process participants. Internal Alignment and Coordination (June - July 2024) EnviroIssues will gain close alignment with the City team, review existing information and materials defining the City’s current approach and goals for improving equitable engagement. Through this task, EnviroIssues will also coordinate development and reporting of findings and deliverables through monthly meetings with the City project team. We will also manage a series of periodic briefings with a Feedback Group comprised of the Community Navigator Ad Hoc Committee supplemented with additional community perspectives identified through recommendations made during stakeholder interviews. We will use the GARE framework to carry through the community informed decision-making process. 1.1. Host project kick-off meeting 1.2. Conduct up to nine monthly coordination meetings 1.3. Hold up to four periodic briefings with Feedback Group 1.4. Conduct environmental review 1.5. Review City key documents 1.6. Compile demographics analysis and create population trends projection 1.7. Monthly progress reports (up to 10) Deliverables: • Meeting agendas and meeting notes • Draft demographic analysis and trends report Deliverables: • Stakeholder interview plan • Stakeholder interview summary and findings memo • Community discussion group plan and agendas • Community discussion group summary and findings memo • Feedback summary flyers for each discussion group audience (up to five) TASK 1 TASK 2 Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 9 | Analysis and Recommendations (October 2024 - March 2025) EnviroIssues will analyze findings and draft recommendations by reviewing community-generated barriers and needs with the City’s current equitable engagement practices. We will create a framework of recommended engagement approaches and resources vetted by our team of equitable engagement practitioners and confirmed by our Feedback Group. 3.1. Develop draft recommendations for review, including an operational framework for implementing equitable engagement, recommended resources and community connections recommended for further development, and quantitative and qualitative metrics to measure progress. 3.2. Present draft findings, recommendations, resources and metrics and gain input from the Feedback Committee and City Council working session with the community present. 3.3. Develop Final draft recommendations, framework and metrics, incorporating feedback from the Feedback Committee and City Council. TASK 3 3.4. Develop final summary report package including environmental review findings, demographic projections and potential impacts, operational framework, quantitative and qualitative metrics and recommendations for closing the feedback loop with BIPOC, immigrant, nonnative English and non-English speaking communities. This report will weave in the practices of Emergent Strategy. Deliverables: • Draft recommendations summary including: • Operational framework for Tigard to implement and maintain equitable engagement and outreach • Benchmarks with short-term and mid-term goals and objectives, and related metrics • Presentations for City Council and Feedback Group meetings • Final summary report • Potential next steps Project Management As EnviroIssues’ project manager for this contract, Laura Peña will serve as our point of contact with the City of Tigard. Laura has served as project manager on several large-scale and complex projects including the Oregon Department of Transportation’s OR 217 Auxiliary Lanes project, Seattle Public Utilities’ Tolt Dam Early Warning System project, and Multnomah County’s Earthquake Ready Burnside Bridge Environmental Review Phase. As project manager, Laura prioritizes a culture of trust and respect by building relationships at the start of any project to help ensure that team members feel valued and empowered to contribute their expertise to the project’s success. She recognizes the value of diverse perspectives and actively promotes open communication channels and regular touch-points to encourage team members to share ideas and collaborate effectively to reach common goals. She strives to understand and make adjustments to meet individual work styles where appropriate while still maintaining the project schedule and budget. Laura will respond promptly, meet with City staff as appropriate to understand project goals and considerations, and ensure that task assignments align appropriately with team members’ skills and availability. Laura has a strong record of accountability for meeting project objectives within the designated timeframe and budget, including supporting scope, schedule, and budget constraints and reporting requirements. She will collaborate with City staff and the EnviroIssues team to steward the group through contracting steps including developing and finalizing the scope of work, schedule, and budget. She aims to set reasonable and realistic schedules and expectations by clearly defining objectives, assessing available resources, prioritizing critical tasks, and fostering open communication. She will schedule regular check-ins with City staff and the EnviroIssues team to monitor progress and daylight potential risks as early as possible. Labor and direct expenses are monitored closely, and monthly invoices are accompanied by progress reports indicating budget spent to date and percentage complete. Laura will also ensure the City receives updated documentation of insurance certificates and similar contract administration, including tracking overall contract budgets and rates and requesting and processing amendments to the contract when needed. As Principal-in-Charge, Bridger Wineman will support Laura and the project team by providing support in all aspects of the project as needed, ensuring necessary firm resources are available, and addressing any issues or concerns that arise in our team’s satisfactory delivery of services. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 10 | Key Personnel Our team will consist of five equitable engagement experts with additional support from our bench of over 80 communications professionals as needed. Staff roles, responsibilities, and qualifications are described below. Laura Peña, Project Manager Availability: 15% As project manager, Laura will ensure sufficient team staffing and coordination between the EnviroIssues team and City staff. Adept at leading inclusive conversations, Laura will also support in planning and facilitating interviews and discussion group meetings in English and Spanish, developing survey approaches and synthesizing research findings. Laura strives to reduce barriers to participation by tailoring her approach to suit the needs of each community, collaborating closely with trusted community members and leaders to establish rapport. Laura recognizes the importance of cultivating relationships, often utilizing shared meals to build trust. Additionally, she ensures accessibility by providing accommodations such as stipends, childcare, transportation, and large-print materials. In her facilitation style, Laura prioritizes encouraging participation from all attendees, employing techniques such as setting ground rules, conducting round-robin discussions, and utilizing small breakout groups to stimulate conversation. Laura has experience collecting and analyzing data using online surveys, focus groups, and stakeholder interviews for various projects such as the Tri County Brownfields and Public Health Index Engagement and the City of Salem’s Community Tree Survey. She also has experience coordinating with community engagement liaisons and advisors to develop culturally sensitive and translated materials for several projects including Oregon DEQ’s Built Environment Listening Sessions with Impacted Communities and Multnomah County’s Earthquake Ready Burnside Bridge project. Current assignments • Oregon Department of Transportation, OR 217 Auxiliary Lanes, Washington County, OR (2019 – present) • Seattle Public Utilities, Tolt Dam Early Warning System, Carnation, WA (2021 – present) • Oregon Department of Environmental Quality (Oregon DEQ), Built Environment Listening Sessions with Impacted Communities, Cities of Portland, Nehalem, Hood River, Ontario (2021 – present) • Multnomah County, Earthquake Ready Burnside Bridge Environmental Review and Final Design Public Involvement, Multnomah County, OR (2019 – present) Christine Moses, Equitable Engagement Lead Availability: 15% As the equitable engagement lead, Dr. Christine Moses will be the principal architect of our co-developed strategy. Based in Portland, Christine brings more than two decades of experience co-creating equity programs, strategic plans, educational workshops, coaching sessions, and community engagement opportunities for clients through multiple collaborative pathways. Christine’s doctoral work focused on decentering whiteness in the Oregon classroom and she has studied systems change extensively. Based in Portland, Christine has worked with several government agencies to bring equity and inclusion into their planning processes and assessment processes. Most notably, Christine led the Washington Department of Ecology’s DEI and Respect assessment, where she successfully engaged more than 1,300 staff in the equity assessment. The high engagement rate of 75 percent was due to the innovative communications program that included video messages from staff, an equity ambassador’s program to support managers during the assessment period, and frequent communications to assist staff with questions. She also led the Executive Leadership Team through monthly coaching workshops, while supporting managers in their quest to facilitate conversations about thriving within their units. The thriving Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 11 | conversations along with the focus group data and survey results created a compelling story. Christine facilitates high emotion and high energy community groups throughout the Pacific Northwest. She uses Liberating Structures to facilitate meetings where power dynamics can play a large role in who gets heard Outcomes from her facilitations include: • Amplification of historically underserved voices with equitable engagement and policy making processes • Centering of equity within the policy engagement and crafting processes by identifying specific, measurable outcomes and community values early in the policy making process • Building bridges between community members, community-based organizations (CBOs) and government entities • Building capacity for change by using collective impact strategies, emergent strategies, and design thinking strategies Current assignments: • City of Vancouver, Police Accountability Committee Facilitation, Vancouver, WA (2024 – present) • Portland Bureau of Transportation, North Portland Parking Plan Facilitation, Portland, OR (2022 – present) • Portland Bureau of Transportation, Northwest Portland Parking Plan Facilitation, Portland, OR (2024 – present) Joey Posada, Equitable Engagement Strategic Advisor Availability: 15% As the equitable engagement strategic advisor, Joey will provide comprehensive support to the team in planning and executing strategies that foster equitable participation, ensuring that diverse voices are heard and valued in the decision-making process. He will actively contribute to the development of a framework centering equity, thereby creating opportunities for underserved communities to engage meaningfully. Based in Portland, Joey Posada is a creative, energetic communicator with over five years of consulting experience, particularly in developing and managing outreach strategies to facilitate intentional and purposeful engagement with organizations committed to equitable processes and outcomes. Drawing upon his background in urban planning and environmental policy, Joey approaches his work with a commitment to racial equity and a nuanced understanding of strategic planning with organizational contexts. Before joining EnviroIssues, Joey worked for the City of Portland and understands the relationship dynamic that supports consulting with public agencies. Notably, Joey has led the planning, development and execution of public outreach strategies centering equity for several projects. Examples of his impactful contributions include his leadership as the DEI lead for the Multnomah County Earthquake Ready Burnside Bridge project, his role as the project manager for the City of Hillsboro’s Engaging Marginalized Communities project where he conducted equitable and culturally specific engagement and outreach to underserved communities. Current assignments: • City of Aberdeen, North Aberdeen Bridge project, Aberdeen, WA (2023 – present) • City of Aberdeen, US-12 Highway-Rail Separation project, Aberdeen, WA (2023 – present) • Multnomah County, Earthquake Ready Burnside Bridge Feasibility Study and NEPA Public Involvement, Multnomah County, OR (2019 – present) • Port of Portland, Portland International Airport Master Plan Update, Portland, OR (2023 – present) Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 12 | David Han, Strategic Peer Advisor Availability: 15% Based in Seattle, David will provide strategic support and his equitable engagement expertise for this project. David’s resume includes extensive experience providing multicultural outreach, direct in-language outreach, and facilitating internal processes that center equity and diversity in the workplace. David is a fluent Korean speaker and regularly engages with multilingual audiences to share project information and build community trust through consistency and listening. Current assignments: • Seattle Department of Transportation, Curb SMART, Seattle, WA (2024 –present) • Seattle Public Utilites, Ship Canal Water Quality, Tacoma, WA (2019 – present) • City of Tacoma, Solid Waste Excise Tax Communication Plan, Tacoma, WA (2023 – present) • King County Wastewater Treatment Division, South Park Backflow Options Development, South Park, WA (2023 – present) • Sound Transit, Lynnwood Link Extension Final Design and Construction Management, Lynnwood, WA (2016 – present) • Seattle Public Utilites, GSI Expansion Support, Seattle, WA (2020 –present) Bridger Wineman, Principal-In-Charge, Strategic Support Availability: 10% As principal-in-charge, Bridger will ensure needed resources are available to the City and is responsible for resolving issues and the quality of our teams’ work. He will also provide strategic support to the team as needed for all aspects of the project. Bridger is experienced in convening workgroups and organizing conversations that include people of various backgrounds and levels of experience around challenging topics. Bridger’s experience leading equitable engagement processes includes creating trauma-informed engagement plans and processes for compensating community participants, as well as leading documentation and reporting so engagement outcomes are communicated to participants, interested community members and decision makers. Current assignments: • Port of Portland, Portland International Airport Master Plan Update, Portland, OR (2023 – present) • Oregon Metro, Garbage and Recycling System Facilities Plan, Washington and Clackamas Counties, OR (2022 – present) • Oregon Department of Environmental Quality (ODEQ), Built Environment Listening Sessions with Impacted Communities, Cities of Portland, Nehalem, Hood River, Ontario (2018 – present) • Multnomah County, Earthquake Ready Burnside Bridge Feasibility Study and NEPA Public Involvement, Multnomah County, OR (2019 – present) Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 13 | Cost Proposal ITEM QUANTITY COST EACH TOTAL ITEM COST Printing 1000 $0.10 $100.00 Meeting refreshments 5 $50.00 $250.00 Mileage 50 $0.625 $31.25 Parking 10 $5.00 $50.00 Materials translation 12 $100.00 $1,200.00 Interpretation services 3 $200.00 $600.00 STAFF Christine Moses Joey Posada Laura Peña Bridger Wineman Associate 2 Associate 1 Graphic designer Fully Loaded Billing Rate $246.00 $213.00 $196.00 $243.00 $143.00 $120.00 $146.00 Total Hours 172.0 48.0 225.0 11.0 96.0 67.0 64.0 683 Total Labor Cost $42,312.00 $10,224.00 $44,100.00 $2,673.00 $13,728.00 $8,040.00 $9,344.00 $130,421 Total Direct Cost $2,231 TOTAL $132,652 INTERNAL ALIGNMENT AND COORDINATION Total Hours 49.0 30.0 83.0 9.0 15.0 21.0 0.0 207 Total Labor $12,045.34 $6,378.12 $16,267.52 $2,182.51 $2,142.65 $2,511.38 $0.00 $41,528 EXTERNAL ENGAGEMENT Total Hours 66.0 0.0 73.0 0.0 57.0 46.0 32.0 274 Total Labor $16,224.34 $0.00 $14,307.58 $0.00 $8,142.07 $5,501.13 $4,677.29 $48,852 ANALYSIS AND RECOMMENDATIONS Total Hours 57.0 18.0 69.0 2.0 24.0 0.0 32.0 202 Total Labor $14,011.93 $3,826.87 $13,523.60 $485.00 $3,428.24 $0.00 $4,677.29 $39,953 We recommend reserving $15,000 in addition to the costs outlined in EnviroIssues’ cost proposal for payments to community engagement liaisons, community-based organizations and process participants. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 14 | Diversity in Contracting Our staff include identities that vary by race, ethnicity, gender, age, religion, nationality, language preference, socioeconomic status, disability, sexual orientation, and gender identity. We are committed to retaining a diverse workforce and strive to honor and celebrate every member of our team, including their many intersecting identities. We are committed to active recruitment and retention of people identifying as Black, Indigenous, and People of Color (BIPOC), women, gender queer and gender fluid individuals, veterans and people experiencing disabilities. We use inclusive language in job descriptions that clearly and honestly manifests our value of equity. It is our policy not to discriminate against any employee or applicant for employment because of race, color, religion, creed, age, sex, national origin, ancestry, disability, sexual orientation or any other basis legally protected by local, state or federal law. At EnviroIssues, we are committed to building a work community that supports racial equity and social justice through intentional and equitable community engagement. In 2019, EnviroIssues made a firm commitment to equity and antiracism by centering the voices of BIPOC. We understand that systemic racism remains a pervasive problem in our society and that race is often the most significant factor in determining whether communities have access to a fair and equitable decision-making process. We are committed to taking active steps to address these issues and recognize that this is an ongoing process that requires continual growth, education, and reflection. Certifications Oregon COBID Certification 575 (DBE, WBE) Washington DBE D2F0022763 Washington MWBE M4F0022763 At EnviroIssues, we acknowledge that systemic inequities remain a pervasive problem in our society and create barriers for many communities, especially with participating in decision-making processes. We are committed to taking active steps to address these barriers in our engagement and outreach practices. Our focus is on deliberately creating opportunities for historically and currently underserved communities, sharing resources, and fostering an anti-racist, human-centered work culture. Recognizing the dynamic nature of diversity, equity and inclusion work, we understand that engagement practices must adapt to community needs and lived experiences. We’ve created spaces for ongoing reflection and collaboration, providing our staff with in-house strategic advisors for guidance and project collaboration. Our commitment is a continuous journey of growth, education and active steps to address systemic issues. Through internal trainings, we strive to equip our team with the knowledge and awareness to identify and address various forms of racism and bias in our processes. Additionally, we have a range of staff that have various lived experiences and language skills that help us connect with diverse communities. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 15 | DEI Retention and Promotion EnviroIssues supports our diverse workforce by providing competitive wages and a robust benefit package. EnviroIssues’ employee compensation program is designed to recognize job contribution, encourage retention, reward individual performance and ensure internal equity. EnviroIssues classifies employees for pay and hours based on the responsibilities and qualifications of each position as well as the federal wage and hour standards. Wages vary for positions, according to level of experience. EnviroIssues considers adjustments to employee wages each year. Our healthcare program gives all employees working 20 or more hours per week full medical and dental insurance. EnviroIssues pays 90 percent of the premium for employees and their children, and 70 percent of the premium for spouses and domestic partners. New employees start with three weeks of paid time off and accrue one hour of paid sick time for every 30 hours worked. Paid time off may be used to take vacation, cover temporary illness, attend to personal business and take care of family issues. Twelve paid holidays are also provided. EnviroIssues also provides short-term disability insurance to employees after 30 days of active continuous employment. This benefit provides income protection for staff unable to work due to their own sickness, pregnancy, injury or during maternity leave by paying a portion of their income. We provide flexibility both in terms of schedule and remote work with the goals of accommodating employees’ diverse needs and promoting work-life balance. Finally, EnviroIssues provides a complimentary transit pass for employees. DEI Training and Professional Development At our organization, we prioritize equity and diversity by offering trainings and facilitated conversations for all staff. Through training and professional development efforts, we aim to build organizational capacity and promote a sustainable workplace that centers equity in all aspects. Our approach to teaching DEI in our work includes: Shared language and approach: Level-set definitions, history, context, and engagement approaches within the organization. Implicit bias training: Facilitate individual awareness of implicit bias to mitigate perpetuation of harm internally and externally. Tools and resources: Use experiential tools and materials to facilitate learning and implementation (White Supremacy Culture Characteristics, the Racial Healing Handbook, racial equity toolkits, etc.) Capacity building: Build organizational capacity to promote sustainable and equitable processes through project management, success partners, and collaboration spaces. Strategic advising: Provide staff access to equity strategic advisors (coaches and thought partners) who have practical knowledge of how to build and implement engagement strategies that center equity. We also aim to build a culture of belonging and inclusion by encouraging our diverse staff to celebrate their varying identities, in turn providing collective learning opportunities about each other through staff emails and lunch-and-learn opportunities to build community and a collective learning. For new staff, we require an equity orientation that includes training on our organizational approach to equity, including internal and external opportunities, tools and processes. We encourage full- time staff to take on leadership positions on professional and community organization boards, and sponsor staff membership for industry organizations and events. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Bridger Wineman Principal Education Portland State University | Master of Urban and Regional Planning, 2012 Portland State University | B.S. Community Development, 2009 Certifications International Association of Public Participation | Certificates in Effective Planning, Communications and Techniques for Public Participation, 2014 Bridger is a steady, adaptable and principled public involvement leader who delivers strategies that build trust and understanding. Trained in urban and regional planning, he has twelve years of experience in transportation, technology, energy, land use, housing and natural resources. He creates public involvement strategies and tools, designs and implements surveys, analyzes demographic data and stakeholder input, and facilitates discussions with stakeholders, technical experts and decisionmakers. As a Principal leading EnviroIssues’ Portland office, Bridger deploys our teams of highly skilled staff members for project that make our region better. He advises on strategy for many public agencies in Oregon and Southwest Washington. He leads creation of accessible and meaningful online engagement opportunities, efforts that build community capacity and reciprocal relationships to meaningfully involve impacted community members in decisions. EnviroIssues’ project manager and strategic advisor for public involvement for a project to plan a Willamette River crossing at Burnside Street that will withstand a Cascadia Subduction Zone earthquake. Leads NEPA comment processing coordination and advises on overall engagement strategy as the team staffs and documents community and agency meetings and implements the public involvement plan by conducting and reporting results from extensive outreach to stakeholders with a focus on historically underserved communities. Earthquake Ready Burnside Bridge Multnomah County 2022 – 2023 Project Experience Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Bridger Wineman Principal EnviroIssues’ co-project manager and facilitator. Developed the engagement plan for creating partnerships with community-based organizations to conduct statewide listening sessions to understand the priorities of impacted community members. Led event facilitation and logistics, reported outcomes and managed participation stipends for community partners and engagement participants. The process was successful informing the DEQ workplan and identifying pilot projects the agency will develop in partnership with communities. EnviroIssues’ project manager for the project to plan stakeholder outreach and education around newly adopted code for trees on public and private property in the City. Led the team who conducted a design workshop with the Milwaukie Tree Board, created a new brand, slogan and outreach collateral for the Milwaukie Urban Forest Program. Built Environment Listening Sessions with Impacted Communities Oregon Department of Environmental Quality (DEQ) Urban Forest Outreach City of Milwaukie 2022 – present 2019 – 2020 2022 – 2023 Nov 2020 – Dec 2021 Dec 2021 – present 2021 – 2022 Tri-County Brownfields and Public Health Index Engagement Multnomah, Washington and Clackamas County Public Health Departments Metro Future Recycling and Transfer Centers – Community Engagement Oregon Metro EnviroIssues’ co-project manager. Led engagement with community-based organizations across the three metro-area counties to gain qualitative input and use cases for a new interactive online assessment tool. Facilitated discussion group meetings with specific cultural communities and shared findings with each group. Administered participant stipends. Analyzed, summarized and reported input received. Strategic advisor for EnviroIssues’ team on siting projects in Washington and Clackamas Counties. Provided guidance on communication materials and strategy, advice on community engagement approach, and documented the public process, particularly the Community Advisory Group meetings, focus groups, surveys and other public engagement activities. Garbage and Recycling System Facilities Plan Oregon Metro Safer Outer Stark Portland Bureau of Transportation Strategic advisor for EnviroIssues’ team on siting projects in Washington and Clackamas Counties. Provided guidance on communication materials and strategy, advice on community engagement approach and documented the public process, particularly the Community Advisory Group meetings, focus groups, surveys and other public engagement activities. EnviroIssues’ project manager and strategic advisor for the project to make safety improvements to the SE Stark Street corridor, between SE 108th and SE 162nd avenues. The corridor is identified as part of Portland’s high- crash network, and includes the city’s most dangerous intersection, at SE 122nd Avenue. Led the team conducting canvassing and an online survey. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Dr. Christine A. Moses Equity Leader Education University of Oregon | D. ED Leadership for Equity Trinity University | M.A. Public Policy Princeton University | B.A. Sociology Certifications Advanced Tribal Engagement | Seventh Sovereign, LLC Intercultural Development Inventory | IDI LLC 5 Behaviors of Cohesive Teams | Wiley Christine has decades of experience facilitating engagement programs specifically with diverse communities, in addition to crafting media relations and public information programs by using an equity lens throughout the process. Her work includes facilitation of high- stakes community conversations about police accountability, tolling, and highway improvements, as well as conversations about diversity, equity, inclusion and belonging. Her work centers the voices of overburdened communities and vulnerable populations to ensure public benefits are derived by client initiatives. Christine leads strategy development and facilitation for a 13-member community advisory committee that informs the City Manager of gaps within the police department and recommends how to finance gap closures. Through a process of consensus building, the diverse group of residents, CBOs, and business owners will make their recommendations in May. Leads strategy and facilitates the 15-member community advisory committee comprised of people with varied backgrounds and experiences. The group includes homeowners, renters, business owners, and representatives of the historic Albina community. Leads the facilitation approach to create a parking plan that centers safety and offers a balance between the needs of neighbors and businesses. Leads in-person meetings and a walking tour. Oversees meeting logistics and sets the meeting location at a non-profit facility in the neighborhood. Co-develops meeting plans among PBOT staff, the technical consultant, and advisory committee chairs. Vancouver Police Advisory Committee City of Vancouver, WA North Portland Parking Management Plan Portland Bureau of Transportation Feb 2024 - present Jan 2023 - present Project Experience Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Dr. Christine A. Moses Equity Leader More than 1,300 staff participated in the equity assessment in February and March of 2023. This high engagement rate is attributed to the innovative communications program that included video messages from leadership and staff, the creation of an equity ambassador’s program to support managers during the assessment period, and frequent communications to support staff as they had questions. In addition, Christine met frequently with the Executive Leadership Team (ELT) to ensure they were ready to receive the results of the assessment. This included ELT group coaching on creating a vision of thriving within ECY and supporting personal reading and reflections involving in the Racial Healing Handbook. The agency’s DEIR Design Team supported managers in facilitating conversations about thriving. (Middle managers must have the skills to normalize conversations about race and racism and thus can start with more bountiful conversations around thriving.) Christine delivered the qualitative assessment, equity strategic plan, and equity communications plan at the end of this 2023. Christine was the equity coach and co-facilitator for the Portland Police Accountability Commission’s formation and strategic planning process. The group, formed by city legislation, was tasked with the creation of a new police oversight board for the City of Portland, OR. Christine, along with two other facilitators, facilitated the public meetings, assisted in agenda planning, supported the work through educational workshops, and provided expert guidance for community engagement strategies. The Public Defenders of Marion County (OR) contracted Christine to provide equity coaching for its staff and leadership, and equity education for the entire staff. She also provided executive coaching for the executive director and the HR director. Equity Assessment WA Department of Ecology Equity Assessment Coaching, education, facilitation Public Defenders of Marion County (OR) Coaching, education, facilitation Portland Police Accountability Commission Facilitation City of Portland Jan 2022 – Sep 2023 2020 – 2020 2020 – 2021 Oct 2022 – Dec 2023 Sep 2021 – Sep 2023 DEI Strategic Plan and Equity Engagement Plan Oregon Department of Veterans’ Affairs DEI Plan Christine recently worked with the Oregon Department of Veterans’ Affairs. Her work, in collaboration with other consultants, was to bring diversity, equity, inclusion and belonging principles into the strategic planning process. The work was both at the institutional and the individual level and staff identified potentially promising outcomes for historically minoritized veterans, the creation of affinity groups within the agency, and an equity engagement plan for the entire agency. Equity and Mobility Advisory Committee Facilitation Oregon Department of Transportation Christine worked with the Oregon Department of Transportation on the I-205 and I-5 Toll Projects to engage a diverse group of transportation experts to develop policies that support equity within the proposed toll program. Her launch of the Equity and Mobility Advisory Committee transitioned to another facilitator who supported the delivery of the committee’s recommendations on how toll projects could possibly be equitable, mitigation strategies that could be used, and potential legislative or constitutional interventions that may need to be made. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 David Han Associate III Education Antioch University | M.A. Ed. Urban Environmental Education, 2019 Cascadia College | B.A.S. Sustainable Practices, 2018 David has over ten years of experience in directly engaging members of the public, including five years of project management and team leadership, helping agencies to develop and implement equitable outreach plans that embed community voices in decision-making. His ability and drive to learn about opportunities for meaningful dialog between agencies and the public, the necessary tools and practices to provide technical assistance along the way, and his proactive approach to partnering with agencies have led to millions of dollars’ worth of investment and improvement in communities, especially in solid waste services and outcomes. David has trained partners in multicultural outreach, managed multiple simultaneous projects across a large contract, provided direct in-language outreach himself while coordinating a multi-lingual team, and facilitated internal processes that contribute to a work environment that embraces and encourages equity and diversity. Helps lead strategic outreach planning and implementation to reach people who use and/or need access to Commercial Vehicle Loading Zones (CVLZ), including local businesses, freight carriers, and meal and grocery gig delivery drivers. Aims to learn how these audiences use CVLZ, gather input on how CVLZ and the associated permits could be improved, and assess how these audiences respond to vehicle-to-curb digital infrastructure (e.g., sensors to detect vehicles parked in a CVLZ). Outreach efforts will include multilingual print and digital materials, door-to-door outreach, in-depth interviews, interpretation, and survey creation, promotion, and analysis. Results will help to inform and shape an updated CVLZ permit program that is equitable and inclusive. Curb SMART Seattle Department of Transportation Mar 2024 - present Project Experience Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 David Han Associate III Plans and coordinates phased engagement and leads outreach team to engage the highly diverse community members of the City of Tacoma. Leads research of local CBOs and business groups to partner with. Designed list of questions to guide listening sessions. Conducts direct in-person engagements with groups that are less responsive to virtual engagement efforts. Keeps track and takes notes of engagement efforts. Coordinates and supports the city with public tabling events to strategically engage residents of different cultures. Stays in regular communication with the client to brainstorm new ideas and approaches and to provide and receive feedback. Plans and coordinates phased engagement and leads the outreach team to engage highly diverse community members of the City of Tacoma. Leads research of local CBOs and business groups to partner with. Designed list of questions to guide listening sessions. Conducts direct in-person engagements with groups that are less responsive to virtual engagement efforts. Keeps track and takes notes of engagement efforts. Coordinates and supports the city with public tabling events to strategically engage residents of different cultures. Stays in regular communication with the client to brainstorm new ideas and approaches and to provide and receive feedback. Led team to create a highly visual and flexible campaign to promote pedestrian safety near light rail in Rainier Valley. Researched and strategized a plan to understand needs and potential barriers to people following existing safety guidance in the diverse Rainier Valley community. Collaborated closely with Sound Transit to ensure that safety campaign materials were inclusive of key audiences, visually and through culturally sensitive translation. Attended weekly collaboration meetings with Sound Transit and SDOT. Submitted monthly progress reports and invoices. Researched and coordinated a variety of media buy options that work for the diverse communities of Rainier Valley. Helped put together a Creative Brief presentation for the Sound Transit teams. Advises on implementing the Community Engagement Plan in parallel to technical work. Creates newsletters for the community in South Park that has experienced sewer backflow, explaining the issue, what King County has been doing and what King County is planning on doing in the near- and long-term future. Researches language and cultural needs of the diverse South Park community to provide culturally relevant translations of documents and in-person engagements. Collaborates with KCWTD and SPU to develop an efficient engagement plan to not over- engage the exhausted residents. Ship Canal Water Quality Project Seattle Public Utilities South Park Backflow Options Development King County Wastewater Treatment Division Solid Waste Excise Tax Communication Plan City of Tacoma Rainier Valley Safety Engagement Campaign Sound Transit Mar 2023 – present Feb – June 2023 May 2019 – present Jan 2023 – present Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 José (Joey) Posada Equity Manager, Senior Associate Education Portland State University | Master of Urban and Regional Planning, June 2019 University of Nevada, Las Vegas | B.A. Environmental Studies, May 2015 Joey is a creative, energetic communicator with experience developing and managing outreach strategies to support intentional public engagement that centers equitable processes and outcomes. Leveraging his background in urban planning and environmental policy, Joey leads with his passion for racial equity. He encourages change and growth by applying a critical equity lens to all his work. He has had opportunities to collaborate with diverse and vibrant communities across Oregon and Washington on transportation, land use, housing, climate action, and more. Acknowledging the importance of building trust and meaningful communication, Joey has a strong commitment to fostering his relationships with various stakeholders. Serves as the Diversity, Equity and Inclusion lead for the Earthquake Ready Burnside Bridge project, a future Willamette River bridge crossing at Burnside Street that will withstand a large earthquake. Leads the public outreach strategy with historically underserved and underrepresented communities. Provides strategic support for intentional engagement centering equity. Coordinates with external teams to create materials that are culturally relevant and meaningful to various communities. Co-led online open house strategy and implementation. Planned and supported focus group events for various historically underserved communities, including Black and African American, Indigenous Native American, Japanese, and Spanish speaking. Earthquake Ready Burnside Bridge Public Involvement Multnomah County Apr 2019 – present Project Experience Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 José (Joey) Posada Equity Manager, Senior Associate Led public engagement efforts for the Barriers to Biking project, focused on understanding the barriers to bicycling faced by East Portland communities of color and addressing them through expanded culturally-relevant bicycle programming. Developed and implemented a comprehensive public engagement strategy, including outreach tools, notification materials, partner interviews, and community focus groups. Provided expertise on incorporating equity considerations into public engagement and fostering strategic partnerships with organizations representing historically underserved communities. Led the development of a comprehensive report of engagement activities, input and recommendations. Supported equity-focused engagement for toll planning and design along the I-5 and I-205 corridors in the Portland metro area. Co-led the strategy and approach for establishing the Equity and Mobility Advisory Committee (community advisory committee). Designed and implemented meetings and materials for the community advisory committee. Coordinated stakeholder interviews with community thought leaders on equity. Developed an equity framework and a best practice report for intentional engagement. Supported the development of an equity pre-plan that led the client throughout the project. Project manager responsible for managing communications between PBOT and internal design team staff. Ensured client satisfaction by effectively communicating client requests and edits to design team for the creation of required materials in a timely manner. EnviroIssues’ project manager who led the team of consultants, community-based organizations, and community involvement liaisons to review and provide specific input directly from marginalized communities on how to improve communication, customer service and engagement practices for City land-use planning. Wrote the engagement plan, planned and implemented discussion groups and feedback mechanisms, drafted the project report and prepared to present it to Hillsboro Planning Commission and City Council. Engaging Marginalized Communities in Land-use Planning City of Hillsboro Barriers to Biking Project Community Cycling Center I-5 and I-205 Toll Projects Oregon Department of Transportation Transportation Justice Materials Portland Bureau of Transportation Dec 2021 – Jun 2023Apr 2019 – Jul 2020 Dec 2022 – Mar 2023 Nov 2022 – present Nov 2020 – Jun 2022 North Portland Parking Management Plan Portland Bureau of Transportation Recently served as EnviroIssues’ interim engagement project manager for the North Portland Parking Management Plan project, with the goal of helping PBOT develop strategies to manage parking in the Boise neighborhood, a historically Black community. Responsible for client and timeline management for parking in the north Portland area. Oversaw the development of materials and the overall engagement plan. Supported the creation of a Community Advisory Committee and managed business canvassing for the project. Currently supporting as the equitable engagement strategic advisor. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Laura Peña Senior Associate Education Harvard University | Organic and Evolutionary Biology, 2013 Certifications International Association of Public Participation | Certificates in Effective Planning, Communications and Techniques for Public Participation, 2019 Laura has led public engagement and communications projects in the public, private and academic sectors for over a decade. She has an extensive research background, including conducting focus groups, survey efforts, and detailed demographic analyses to inform engagement efforts. Laura’s keen eye for detail and ability to efficiently synthesize complex information and present it clearly to a range of audiences makes her an asset to any public involvement process. Her multi-cultural background and fluency in Spanish help her bring a focus on equity, people-centered and culturally responsive approaches in her work. EnviroIssues’ project manager. Manages multi-year design and construction outreach for a 4-mile highway project in Washington and Clackamas counties, Oregon. Creates graphics, mailers and factsheets to share construction updates in multiple forms. Coordinates logistics for stakeholder briefings and webinars including Spanish interpretation and captioning. Coordinates advertising in local media outlets as well as geotargeting by location and Spanish language ads. Plans and conducts proactive outreach anticipating questions and concerns before they arise. EnviroIssues’ project manager for an emergency siren system replacement project located in Carnation, WA. Develops and oversees the outreach and communication strategy to help restore the community’s trust following multiple false alarm activations of the siren system. Coordinates and develops materials and outreach opportunities to inform and engage the community regarding emergency management updates and planning via community notifications, online surveys, tabling opportunities, and city council presentations. OR 217 Auxiliary Lanes Project Oregon Department of Transportation Tolt Dam Early Warning System project Seattle Public Utilities Jan 2019 – present May 2022 – present Project Experience Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813 Laura Peña Senior Associate EnviroIssues’ project manager. Supported the Portland Water Bureau in developing a suite of communication templates to be used in the event of a sudden or emergency water shortage. Compiled research on best practices in emergency communications, developed language for communications across a variety of methods including website updates, emails, text messages, recorded voice messages, and flyers. Coordinated with community engagement liaisons to co-create culturally sensitive and relevant messaging and coordinated translation and review of final materials into Spanish, Vietnamese, Simplified Chinese, and Russian. EnviroIssues’ co-project manager. Led engagement with community-based organizations across the three metro- area counties to gain qualitative input and use cases for a new interactive online assessment tool. Facilitated discussion group meetings in English and Spanish with specific cultural communities and shared findings with each group. Administered participant stipends. Analyzed, summarized, and reported input received. Tri-County Brownfields and Public Health Index Engagement Multnomah, Washington and Clackamas County Public Health Departments Portland Water Bureau Curtailment Communications Portland Water Bureau Mar 2021 – Jun 2022 Nov 2022 – present Jan 2019 – present 2022 – 2023 Built Environment Listening Sessions with Impacted Communities Oregon Department of Environmental Quality (Oregon DEQ) Earthquake Ready Burnside Bridge Environmental Review and Final Design Public Involvement Multnomah County EnviroIssues’ co-project manager and facilitator. Developed the engagement plan for creating partnerships with community-based organizations to conduct statewide listening sessions to understand the priorities of impacted community members. Facilitated events in English and Spanish, coordinated logistics, reported outcomes and managed participation stipends for community partners and engagement participants. The process was successful in informing the DEQ workplan and identifying pilot projects the agency will develop in partnership with communities. EnviroIssues’ project manager and task lead for public involvement for a project to plan a Willamette River crossing at Burnside Street that will withstand a Cascadia Subduction Zone earthquake. Managed multi-year outreach for the environmental review phase. Led the meeting and comment documentation team, ensuring quality control for the NEPA process. Led development of content for multilingual public outreach including online open houses, webinars, and factsheets. Coordinated equitable engagement in partnership with the community engagement liaisons to reach Black, Latino/a/e, Chinese, Japanese, Vietnamese, Arabic, and Russian communities. Docusign Envelope ID: D0CAB324-392C-4CA3-828C-F69D28048813