Z Companies Dba Zan Associates ~ 32500074
CITY OF TIGARD - CONTRACT SUMMARY & ROUTING FORM
Contract Overview
Contract/Amendment Number: 32500074
Contract Start Date: 4/2/25 Contract End Date: 10/31/26
Contract Title: Tigard HOME Community Engagement
Contractor Name: Z Companies DBA Zan Associates
Contract Manager: Trinity Miller
Department: CD
Contract Costs
Original Contract Amount: $79,394.42
Total All Previous Amendments: n/a
Total of this Amendment: n/a
Total Contract Amount: $79,394.42
Procurement Authority
Contract Type: Personal Services
Procurement Type: Intermediate RFP <=$150K
Solicitation Number: n/a
LCRB Date: n/a
Account String: Fund-Division-Account Work Order – Activity Type Amount
FY 25 1003000-54001 $36,894.35
FY 26 1003000-54001 $42,500.07
FY
FY
FY
Contracts & Purchasing Approval
Purchasing Signature:
Comments: Roll any unused amounts from FY25 to FY26.
DocuSign Routing
Route for Signature Name Email Address
Contractor Jason Stedillie jstedillie@zanassoc.com
City of Tigard Rob Drake Rob.drake@tigard-or.gov
Final Distribution
Contractor Jason Stedillie jstedillie@zanassoc.com
Project Manager Trinity Miller trinity.miller@tigard-or.gov
Project Manager Joanne Bengtson joanne@tigard-or.gov
Buyer Rosie McGown Rosie.mcgown@tgiard-or.gov
Contract Number 32500074
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Tigard HOME Community Engagement 32500074
CITY OF TIGARD, OREGON
PERSONAL SERVICES CONTRACT
TIGARD HOME COMMUNITY ENGAGEMENT
THIS AGREEMENT made and entered into this 3rd day of April 2025 by and between the City of
Tigard, a municipal corporation of the State of Oregon, hereinafter called City, and Z Companies, Inc.
DBA Zan Associates, hereinafter called Contractor, collectively known as the Parties.
RECITALS
WHEREAS, the City’s 2025 fiscal year budget provides for services related to community
engagement services pertaining Tigard HOME; 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 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 October 31, 2026,
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 Seventy-Nine Thousand
Three Hundred Ninety-Four and 42/100 Dollars ($79,394.42). 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.
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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
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.
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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.
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
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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 Agreement, 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 Agreement. 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
Agreement, Comprehensive General Liability Insurance covering Bodily Injury and
Property Damage on an “occurrence” form (CG 2010 1185 or equivalent). The policy
must be endorsed with Additional Insured, Per Project Aggregate, Products and
Completed Operations, and Personal & Advertising Injury endorsements. This coverage
must include Contractual Liability insurance for the indemnity provided under this
Agreement. The following insurance will be carried:
Coverage Limit
General Aggregate $2,000,000
Each Occurrence $1,000,000
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 $2,000,000.
If Contractor uses a personally-owned vehicle for business use under this Agreement, 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 $2,000,000.
C. Workers’ Compensation Insurance
All employers, including Contractor, that employ subject workers who work under this
Agreement in the State of Oregon must comply with ORS 656.017 and provide the
required Workers´ Compensation coverage, unless such employers are exempt under ORS
656.126. Contractor will ensure that each of its sub-contractors complies with these
requirements.
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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 Agreement, 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 Agreement 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.
I. Cross-Liability Clause
A cross-liability clause or separation of insureds clause will be included in all general
liability 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.
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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 Z COMPANIES, INC. DBA ZAN ASSOCIATES
Attn: Trinity Miller Attn: Tom Holmes
Address: 13125 SW Hall Blvd
Tigard, OR 97223
Address: 1120 Southeast Madison Street
Portland, OR 97214
Phone: (503) 718-2791 Phone: (612) 500-1921
Email: trinity.miller@tigard-or.gov Email: tholmes@zanassoc.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
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.
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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 allowed
by Oregon law, reasonable and necessary attorney fees, and other costs of litigation at trial
and upon appeal.
15. REMEDIES
Any violation or default entitles the City to terminate this Agreement, to pursue and recover
any and all damages that arise from the breach and the termination of this Agreement, and
to pursue any or all of the remedies available under this Agreement, at law, or in equity,
including but not limited to:
1) Termination of this Agreement, in whole or in part;
2) Exercise of the right of setoff, and withholding of amounts otherwise due and owing to
Contractor, in an amount equal to City’s setoff right, including but not limited to City’s cost
to cure; and
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3) Initiation of an action or proceeding for damages, specific performance, declaratory or
injunctive relief.
16. 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.
17. 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.
18. 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.
19. 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.
20. 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
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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.
21. 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.
22. 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.
23. 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.
24. STANDARD OF CARE
Contractor will perform all work under this Agreement with the care and skill used by
members of Contractor’s profession practicing under similar circumstances at the same time
and in the same locale (the “Standard of Care”). Should Contractor not meet the Standard of
Care, it must correct its work at its cost.
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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.
25. 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.
26. 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.
27. 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.
28. 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.
29. 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.
30. 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.
31. 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
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.
[Signature Page to Follow]
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IN WITNESS WHEREOF, City and Contractor have caused this Agreement to be executed by their
duly authorized officials.
CITY OF TIGARD Z COMPANIES, INC. DBA ZAN ASSOCIATES
By: __________________________________
By: __________________________________
Name: _______________________________
Name: _______________________________
Title: ________________________________
Title: ________________________________
Date: ________________________________
Date: ________________________________
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4/7/2025
Jason Stedillie
Vice President
Interim City Manager
Rob Drake
4/9/2025
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EXHIBIT A
SERVICES TO BE PROVIDED
INTRODUCTION
Tigard HOME (Housing, Opportunity, Mobility, and Enterprise) is a new planning project that aims
to provide community members with more options for entertainment, employment, amenities,
services, and housing. Tigard HOME (Housing, Opportunity, Mobility, and Enterprise) will facilitate
more flourishing self-contained communities where housing, goods, and services options easily
accessible to people with a variety of mobility needs (walking/biking/rolling). Based on community
input, technical and policy guidance, and planning best practices, the City team will prepare
recommended code amendments for consideration and action.
SCOPE OF WORK
Contractor will assist the City with facilitation of visioning activities for Tigard HOME. Contractor
will facilitate community engagement and visioning activities with goals to understand desired
entertainment, employment, amenities, services and housing options in existing neighborhoods. The
City wants to hear from a diverse range of community members about what they love about their
neighborhoods, what would make living in Tigard better, and what they wish they could produce,
make, sell, or access from home or in their neighborhoods. Contractor will work collaboratively with
the City and its key partners to provide a comprehensive range of support and facilitation services for
various community engagement and visioning activities.
In support of the Tigard HOME project, the City has also contracted with an Urban Design
Consultant who will produce professional visual aids that communicate potential ways that economic
activity can be integrated with residential neighborhoods, reduce VMT, and enhance social equity,
while minimizing impacts. Along with Contractor, the Urban Design Consultant will attend
community meetings to understand resident concerns, aspirations, and needs.
Community Engagement support and services may include but are not limited to the services outlined
below.
Develop and implement a plan to engage and involve the public using collaborative strategies
throughout the entire visioning process for Tigard HOME policy and code development
activities. It is anticipated that this will include a broad array of community engagement visioning
activities to capture voices of stakeholders including those who are typically less engaged with
civic processes. The Proposer shall lead the public participation efforts with the ability to
facilitate a variety of participation methods and activities effectively. Examples of potential
community engagements visioning activities may include focus groups, one-to-on interviews,
tactical urbanism exhibits, or other engagement methods.
Ensure information is culturally relevant by incorporating an awareness, understanding, and
responsiveness to the beliefs, values, and customs of individuals
Develop materials to be used as part of the visioning activities. This could include toolkits to be
used by community groups, digital and printed materials, engagement module, presentation,
surveys or other materials as necessary for effective facilitation of engagement activities.
Provide neutral meeting facilitation and logistical support, including support and advice on
meeting agenda development and materials preparation. Meeting logistics including space
reservation, food, childcare, etc. will be coordinated by the city team in collaboration with the
consultant.
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
13 | P a g e
Tigard HOME Community Engagement 32500074
Compile and analyze relevant data in recap summaries to document outcomes; identify and
evaluate issues, values and concerns. Describe the tone and key themes of comments, feedback
and input received from stakeholders. Articulate the community’s recommendations for
community aspirations as well as develop consensus around the outcomes and prioritization for
each aspiration.
Develop a final report and presentation that showcase these recommendations and include the
process by which the community was engaged. This report should clearly outline the
community’s aspirations for the City of Tigard’s residential areas and provide and understanding
of how the outcomes relate to the aspirations.
Deliverables for this project include:
Task 1. Project Management
Subtask 1.1 Deliverable: Monthly Invoicing
Contractor will submit monthly invoicing as milestones are completed.
Subtask 1.2 Deliverable: Attend Kick-off Meeting
Contractor will attend a kick-off meeting hosted by the City with the full consultant team.
Subtask 1.3 Deliverable: Project Management Team meetings
Contractor will attend twenty-four (24) 45-minute project management team meetings including
preparing an agenda.
Task 2. Engagement Plan
Subtask 2.1 Deliverable: Monthly Invoicing
Contractor will develop a plan to engage and involve the public using collaborative strategies
throughout the entire visioning process. This subtask includes one round of revisions to the
engagement plan.
Task 3. Targeted Outreach
Subtask 3.1 Deliverable: Outreach Materials
Contractor will create customized facilitator guide and pop-up materials for 10 events, including
reviews and coordinating translations.
Subtask 3.2 Deliverable: Event Coordination
Contractor will develop a Community Based Organization (CBO) list, emails, and calls to 30
organizations.
Subtask 3.3 Deliverable: Outreach Events
Contractor will attend up to 6 target outreach events and up to 4 pop-up events coordinated or hosted
by the City, present visioning activities, monitor and guide discussion where appropriate.
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
14 | P a g e
Tigard HOME Community Engagement 32500074
Task 4. Summary Report
Subtask 4.1 Deliverable: Monthly Invoicing
Contractor will prepare final version of the summary report of the engagement and outreach efforts,
including one round of revisions.
SCHEDULE MILESTONES
Anticipated timeline: May 2025 – October 2026
Task Date Description
1.2 April 2025 Contractor will attend a kick-off meeting with full consultant team.
1.1 and 1.3 May 2025 –
October
2026
Contractor will attend monthly project management team meetings
to maintain coordination, documentation, and monthly invoicing.
2.1
May 2025
Contractor will develop a plan to engage and involve the public
using collaborative strategies throughout the entire visioning
process.
3.1 June 2025 -
August 2026
Contractor will create customized facilitator guide and pop-up
materials for 10 events, including reviews and coordinating
translations.
3.2 June 2025 -
August 2026
Contractor will develop a Community Based Organization (CBO)
list, emails, and calls to 30 organizations.
3.3 June 2025 -
August 2026
Contractor will attend up to 6 target outreach events and up to 4
pop-up events coordinated or hosted by the City, present visioning
activities, monitor and guide discussion where appropriate.
4.1 October
2026
Contractor will prepare final version of the summary report,
including one round of revisions.
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
Contract Number 32500074
15 | P a g e
Tigard HOME Community Engagement 32500074
COSTS
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
Contract Number 32500074
16 | P a g e
Tigard HOME Community Engagement 32500074
EXHIBIT B
CONTRACTOR’S PROPOSAL
See following pages.
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
City of Tigard
Tigard HOME
Community
Engagement
March 6, 2025
Prepared for
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
March 6, 2025
Trinity Miller, Associate Planner
City of Tigard
13125 SW Hall Boulevard, Tigard OR 97223
503-718-2791
trinity.miller@tigard-or.gov
RE: Tigard HOME Community Engagement
Dear Trinity Miller,
Thank you for the opportunity to submit this proposal to the City of Tigard for the Tigard HOME
(Housing, Opportunity, Mobility, and Enterprise) Community Engagement Request for Proposals. We
believe Zan Associates (Zan) is the best fit for this project. Here’s why:
Engagement Expertise
Our core service area is authentic, creative, and equitable engagement. We have been providing
this service since 2001 for a variety of public agency projects and continue to grow and develop
engagement strategies that are the right fit for each community we work with. Our team moved
to Oregon in 2021 and now has two local Oregon staff who also have the support of 29 staff in
Minnesota.
Community Partnership
We excel at building meaningful partnerships with community organizations and adapting our
approach to meet people where they are. Our team recognizes that each community has unique
needs, schedules, and preferred ways of engaging. We have a proven track record of working
alongside local organizations to design outreach strategies that respect these differences.
Equity Focus
It’s a priority for us to ensure that our communication and engagement strategies are equitable,
inclusive, and accessible. We provide internal trainings for our staff to ensure they are
knowledgeable about equitable practices and incorporate these practices throughout the lifetime of
our projects.
Zan is COBID-certified as a Disadvantaged Business Enterprise (DBE) and Women Business
Enterprise (WBE). Our COBID certification number is 13281 under our business name Z Companies,
Inc. DBA Zan Associates.
Thank you for the opportunity to submit a proposal for this project. Please contact me if you have
any questions or need any additional information: 612-500-1921, tholmes@zanassoc.com.
Best regards,
Tom Holmes, Senior Planner + Oregon Office Lead
Zan Associates
1120 Southeast Madison Street
Portland, OR 97214
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 1
FIRM
QUALIFICATIONS
Firm Overview
Zan Associates
Formed in 2001 in Minneapolis, Minnesota,
Zan Associates (Zan) has provided strategic
communications and community engagement
services to public agency partners for 24 years. Zan
expanded its office and staff to Oregon in 2021.
We are known for providing a consistent quality of
engagement and communication services with a
specialization in planning and public infrastructure
projects. We have developed and implemented
successful, inclusive, and creative communications
and public relations strategies for a wide array of
public agency clients.
Our team consists of community engagement
experts who specialize in building consensus around
community challenges. We strongly believe in
working collaboratively with partners who share our
values of creating places that work for everyone. We
are impressed with Tigard’s commitment to equity
and inclusion.
Although we are new to the area, we bring a
fresh perspective and innovative ideas on how to
work with communities to build consensus. With
a 24-year history of successful engagement and
communications in Minnesota, our Oregon team is
dedicated to bringing the same values of inclusivity,
innovation, and intentionality to project partners in
Oregon. We are highly skilled at communicating in
plain language, creating messages that resonate
with a diverse range of audiences, facilitating
consensus with multiple stakeholders, and engaging
people from all backgrounds to participate in the
conversation.
Zan works on projects that require:
Close coordination
with interdisciplinary
technical teams
Flexibility and creativity
in strategies depending
on the project area’s
communities and cultures
Application of an
equity perspective lens
The skills to translate
technical information
into plain language
material for the public
Ability to collaborate
with a variety of public
agencies
An understanding
of multi-year planning and
infrastructure projects
At Zan, we have a thorough understanding of
the challenges that need to be addressed and
the importance of generating consensus and
community support for Tigard HOME. Our mission
is to partner with communities through inclusive
planning, creative engagement, and effective
communications. We are confident in our ability to
deliver projects that are on time and within budget,
and we are committed to helping the City of Tigard
and its neighbors make an equitable and livable
neighborhood for future residents.
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 2
Key Personnel
Zan has a staff of 31 people. Tom Holmes, AICP,
Senior Planner and Zan’s Oregon Office Lead,
will be the project manager, and Summer Cook,
Planner and Engagement Specialist, will provide
engagement support. Tom and Summer are
both located in Portland, Oregon and will be the
primary in-person staff support for this project.
Joy Miciano, President and CEO, will serve as
engagement advisor to Tom and team, and Kat
Sanchez, Creative Lead, will lead graphic design
from our Minneapolis office. Other key team
members in Minneapolis will support the work,
as needed for remote tasks and intermittent in-
person tasks as needed.
Tom Holmes, AICP | Engagement Lead
Tom is a Senior Planner at Zan with nine
years of experience working on planning and
engagement projects with stakeholders. Tom
moved from Minneapolis to Portland in 2021
to start Zan’s Oregon office. He is an expert in
engagement, communications, planning, and
facilitation, with a specialization in engaging
diverse communities for complex projects.
Tom works with clients to develop inclusive
engagement and communication plans and
is known for delivering creative projects on
time and within budget. He holds a Master
of Urban and Regional Planning from the
University of Minnesota and a Bachelor of Arts
in Environmental Studies from Carleton College.
This year, Tom is being awarded the 2025 WTS
Portland Chapter Ray LaHood Award for his
contributions to the advancement of women and
minorities in the transportation field.
Certifications/Registrations :
American Institute of Certified Planners
(AICP)
Community Connector Certificate | City of
Minneapolis, Neighborhood, and Community
Relations Department
Racial Justice Facilitator | YWCA Minneapolis
Relevant Project Experience:
Transportation System Plan | City of
Beaverton (OR) – Engagement Lead
Transportation Needs in Daily Life Study |
Metropolitan Council (MN) – Engagement
Lead
Transportation System Plan | City of
Boardman (OR) – Engagement Lead
Transportation System Plan and Safe Streets
and Roads for All Plan | Umatilla County (OR) –
Engagement Lead
Regional Transportation Plan Materials
Support | Central Lane MPO (OR) – Project
Manager
Summer Cook | Engagement Support
Summer is our newest Planner and Engagement
Specialist at Zan. She previously worked at the
North Clackamas Parks and Recreation District
as a Planner where she specialized in community
engagement and managed partnerships with
community organizations. She has experience
facilitating complex stakeholder negotiations,
building relationships, and thinking creatively
about events that work best for communities.
Summer has also worked as a manager for zero
waste events in Oregon. She values creative
engagement strategies that work best for
communities where she works. Summer is a
LEED Green Associate and holds a Master of
Urban and Regional Planning from Portland
State University and a Bachelor of Arts in
Environmental Studies from the University of
Washington.
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 3
Relevant Project Experience:
System Plan* | North Clackamas Parks
and Recreation District (OR) – Planner +
Engagement Support
Food Waste Reduction Program (East
Portland)* | Portland State University (OR) –
Engagement Support
Waterfront Park Seattle Programming* |
Friends of Waterfront Park (WA) – Engagement
Support
*Projects from work experience prior to Zan
Joy R. Miciano | Engagement Advisor
Joy R. Miciano is the President + CEO of
Zan and has over 20 years of experience
in providing community engagement and
communications for public agencies on multi-
year, multi-partner public infrastructure projects.
As an accomplished engagement leader
with skills in project management, strategic
communications, creative engagement, working
with diverse stakeholders and communities,
and meeting facilitation, she understands the
complex relationship between community
values, technical constraints, and agency policy
direction. She is passionate about engaging
communities in relevant and meaningful
conversations to inform project solutions.
Joy has extensive experience overseeing all
engagement and communications tasks such
as community workshops, open houses, and
pop-up events; managing online engagement,
project updates, and outreach materials; and
leading stakeholder and business engagement
and communications. She holds a Cultural
Diversity in Environmental Education Facilitator
Training certificate, has a bachelor’s degree
in biological sciences from the University of
California-Santa Barbara, and is a master’s
degree candidate in public health at the
University of Minnesota-Twin Cities. As well, Joy
is fluent in Spanish.
Relevant Project Experience:
Community Center Master Plan | City of
Brooklyn Center (MN) – Engagement Lead
East 7th Street and Arcade Street
Reconstruction | Minnesota Department of
Transportation (MN) – Engagement Advisor
METRO Gold Line Bus Rapid Transit
Communications | Metropolitan Council (MN) –
Engagement Advisor
Lyndale Avenue South 4- to 3-Lane
Pilot Project | Hennepin County (MN) –
Engagement Advisor
Kat Sanchez | Graphics Lead
Kat is the Creative Lead at Zan and has over
five years of experience in graphic and website
design with a background in communications.
Her key skills include graphic design, layout
design, digital engagement, infographics
and maps, user experience, and creative
engagement. Kat is passionate about using her
creativity for good and loves contributing to
the inclusive communications and community
engagement services that Zan provides. She has
a Bachelor of Arts in Communication Studies
from the University of Minnesota along with an
Associate of Applied Science in Digital & Print
Media and Web Design & Interactive Media
from Minneapolis College.
Relevant Project Experience:
Transportation System Plan | City of
Beaverton (OR) – Graphics Lead
Transportation Needs in Daily Life Study |
Metropolitan Council (MN) – Graphics Lead
Robert Street Final Design | City of Saint Paul
(MN) – Graphics Lead
New Nicollet Redevelopment | City of
Minneapolis (MN) – Graphics Lead
Bus Rapid Transit Communications | City of
Rochester (MN) – Graphics Lead
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 4
Organizational Chart
Tom and the team listed above are supported
by 27 Zan staff specializing in engagement,
communications, and creative services, including
print and digital graphic design, motion
graphics, and video.
Availability
Our coordination structure ensures consistent,
high-quality project management even during
planned time off. While Tom, our Project
Manager, has two weeks of scheduled personal
leave in June 2025, we embrace a workplace
culture that supports work-life balance through
planned time off. During this period, Joy,
our Advisor, will provide seamless project
oversight and ensure a smooth transition
back to Tom. Our proven internal systems and
clear communication protocols enable these
transitions while maintaining project momentum
and client service. Other than Tom’s planned
time off in June, our team is available for the
start date and project schedule that is laid out in
the RFP.
PROJECT
UNDERSTANDING +
APPROACH
Project Understanding
Tigard HOME represents an opportunity to
shape the City’s future through community-
centered planning. This initiative aims
to enhance housing options, economic
opportunity, mobility, and ease of living by
engaging diverse voices, particularly those that
have historically been underrepresented in
planning processes.
Zan understands that the City has already
begun engagement efforts and seeks support
to connect with hard-to-reach populations. Our
approach builds on this foundation with targeted
strategies to ensure all community members’
voices inform neighborhood improvements.
We recognize Tigard’s diverse demographic
makeup—including significant Latino and Asian
populations, renters, people with disabilities,
and those facing economic challenges—and
will bridge cultural and socioeconomic divides
through thoughtful engagement.
Our Approach
For Tigard HOME, we will employ a multi-
layered strategy that prioritizes meaningful
participation from demographic groups who
may not typically engage with the City’s
planning processes. Our experience shows
that creating comfortable, culturally relevant
spaces for dialogue yields insights that cannot
be captured through conventional outreach
methods.
City of Tigard
Engagement Lead
Tom Homes, AICP
Graphics Lead
Kat Sanchez
Engagement
Support
Summer Cook
Engagement Advisor
Joy R. Miciano
Additional
Engagement
Support
27 Zan staff
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 5
Through both community-based organization
partnerships and strategic pop-up events, we
will create engagement opportunities that feel
accessible and worthwhile to participants. Each
interaction will be designed to acknowledge
participants as experts in their lived experience,
while also educating about the planning
process and building trust through transparent
communication about how feedback will be
used. Our staff will work closely with interpreters
and community leaders to make sure all events
are comfortable for participants.
As we gather insights, we will continuously
produce recap notes to identify patterns,
priorities, and unique perspectives. Notes will
be wrapped into an easy-to-understand report
at the end of engagement.
CITY OF TIGARD Data source: 2021 American Community Survey 5-year Estimates
63%
37%RACE & ETHNICITY
POPULATION
AGE OTHER
LANGUAGE HOUSEHOLDS
Occupied housing units
People who speak English
less than very well, 6%
Spanish speakers who
speak English less than
very well, 2%*Owners
Renters
Households
without
internet
access, 3%
Households
without a
vehicle, 5%
Native American people, 0.2%
People who are some other race, 0.3%
Native Hawaiian and Other Pacific Islander
people, 0.6%
Black people, 1%
People who identify as two or more races, 5%
Asian people, 9%
Latino people, 12%
White people, 72%
21,857
*The largest Non-English speaking population in Tigard
54,750
21%
Under 18 years
63%
18 - 64 years
15%
65 years and older
11%17%5.2%
People living with a
disability
People without a
high school degree
or GED
People living below
200% poverty level
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 6
Work Plan
Task 1: Project Management
Our project management emphasizes clear
communication and efficient execution. We’ll
establish regular team meetings with City staff,
maintain documentation, and provide monthly
invoices. Our project manager will coordinate
between Zan, City staff, and community
partners.
Deliverables
Monthly invoices
PMT meetings
Task 2: Engagement Plan
Zan will develop a concise engagement plan
outlining engagement goals, messages, priority
audiences, and culturally-specific strategies.
We’ll work with the City to identify specific
organizations and leaders representing key
identities. The plan will include a timeline of
activities and mechanisms for ongoing feedback.
Deliverables
Engagement plan document
Task 3: Targeted Outreach
We’ll partner with up to six community-based
organizations (CBOs) or community leaders
with established trust among priority audiences.
Rather than imposing standardized formats,
we’ll collaborate with each group to design
relevant activities aligned with their established
channels. These may include focus groups, key
informant interviews, tabling at existing events,
or presentations at meetings.
In addition, we will conduct up to four pop-up
events at high-traffic locations using interactive
displays and incentives to attract participation.
Working with the urban design consultant, we’ll
develop engaging visuals to help residents
envision possibilities for neighborhood
enhancements.
As neutral facilitators at all our events, we aim
to listen and create safe spaces for authentic
conversations without judgment. We’ll use a
mix of physical tools (maps, visual exercises)
and digital methods as needed to meet people
where they are most comfortable. We will also
provide translated materials and interpreters,
when needed, and compensate participants
for their time. Those who participate in short
interactions will be offered a snack or prize while
those who participate in more in-depth focus
groups will be offered a stipend in the form of
a gift card. Events will be scheduled at varied
times and accessible locations, with summary
notes highlighting patterns and unique insights.
Deliverables
Engagement materials (physical and digital)
Up to 6 target outreach events
Up to 4 pop-up events
Task 4: Summary Report
We’ll produce a visual and accessible report
that synthesizes findings into actionable insights
organized by the HOME framework. The report
will analyze participant demographics, identify
priorities and impactful perspectives, and
include community quotes and visuals.
Beyond reporting feedback, we’ll provide clear
recommendations for translating community
aspirations into planning outcomes. We’ll also
develop presentation materials for City staff to
share findings with decision-makers, ensuring
transparency throughout the process.
Deliverables
Actionable summary report
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 7
RELEVANT
EXPERIENCE
Our process includes developing a shared
understanding of project goals and benefits,
conducting a customized equity analysis,
creating inclusive engagement activities,
providing communications tools using plain
language and informative visuals, and providing
high-level facilitation for all meeting types.
We integrate an equity-based perspective
into all projects and build meaningful project
partnerships with stakeholders and community-
based organizations.
Transportation Safety Plan
City of Beaverton (OR)
Zan serves as the community engagement
lead for the City of Beaverton’s Transportation
System Plan. In addition to supporting outreach
efforts and developing engagement materials,
Zan is the lead facilitator for the innovative
Transportation Ambassadors program.
Zan oversees training and coordination of
Transportation Ambassadors (TAs) drawn from
historically underserved communities and those
with perspectives on alternative transportation
modes. This program aims to co-create and
co-implement engagement strategies with the
project team, ensuring inclusive, rewarding, and
valuable experiences for all participants. This
spring, the TAs will launch their own personal
engagement plans, further expanding the
program’s reach and community impact.
Reference:
Jessica Engelmann
Senior Planner
City of Beaverton
503-530-0768
jengelmann@beavertonoregon.gov
Transportation Needs in Daily
Life Study
Metropolitan Council (MN)
1Transportation Needs In Daily Life | 참가자 동의 양식
포커스 그룹 및 설문조사 참가 동의
교통 수요 포커스 그룹 및 설문 조사 연구 활동
A1. 소개 - 왜 여러분을 초대하나요?미니애폴리스-세인트폴 7카운티 지역 거주자로서 교통이 여러분의 삶과 일상적인 나날의 결정에 어떤 영향을 미치는지 여러분의 의견을 듣고자 이 활동에 여러분을 초대한 겁니다. 이번 포커스 그룹과 설문조사 체험에는 총 4~8명이 참가할 것으로 예상됩니다. 이와 같은 포커스 그룹은 지역별로 다양한 시간과 장소에서 약 50회 개최될 예정입니다.
A2. 이 포커스 그룹이나 설문조사 활동에 반드시 참가해야 하나요?아니요 - 이 활동에 참가할지 여부는 각자 본인께서 결정하십니다. 예 또는 아니오, 둘 중 하나를 자유롭게 선택하실 수 있습니다. 이 체험에 일단 참가하시더라도 계속 참가하실 필요는 없습니다. 언제든지 참가를 중단하실 수 있습니다.
A3. 이 연구 활동을 주최하는 이유는 무엇인가요?당사의 교통 시스템은 7개 카운티 메트로 지역에 거주하는 3백만 명 이상의 사람들과 방문, 학업, 업무, 놀이, 쇼핑을 위해 우리 지역을 여행하는 수천 명의 사람들에게 서비스를 제공합니다. 걷고, 자전거를 타고, 운전하고, 자동차를 타거나, 대중교통을 이용하는 우리 모두는 우리 교통 시스템의 이용자입니다. 이 연구 활동의 목적은 우리 지역의 교통 시스템(도로, 교량, 버스, 기차, 보행자가 오가는 인도, 자전거 길)이 사람들의 일상 생활에서 어떻게 제대로 돌아가고 있는지, 사람들이 여기저기 이동하고 필요한 것에 접근하거나 이용할 때 어떤 걸림돌이나 방해요소에 직면하는지 이해하는 것입니다. 거기 가야하는게 필요한 어떤 장소의 종류, 그 이동 방법, 필요한 장소로 이동하는 데 방해가 되는 요소에 대한 대화형 토론을 통해 여러분을 안내합니다.
일상 생활에 필요한 교통수요에 대한 연구 프로젝트 사전 동의
참가자 이름:
날짜:
커뮤니티 포커스 그룹에 참가하여 교통 시스템이 일상 생활과 의사 결정에 미치는 영향에 대해 이야기하시고 마지막에 간단한 설문조사를 작성하시도록 초대받으셨습니다. 이 양식은 행사의 목적, 이 행사의 진행사항, 발생하실 수 있는 리스크와 혜택에 대해 알려줍니다. 궁금한 점이 있으면 문의하시구요. 이 행사에 참가할지 여부를 결정하실 수 있습니다.
The Metropolitan Council is leading a study
to understand why and how residents in the
Minneapolis-Saint Paul region travel in their
daily lives. This study will collect stories about
how people travel, using interviews and small
group discussions*. The information gathered will
inform future plans to improve the metro area’s
transportation system.
Participants will receive a $50 gift card.
For more information:
metrocouncil.org/Transportation/Performance/
Transportation-Needs-in-Daily-Life-Study.aspx
*Space is limited to 8 participants per group.
Transportation Needs in Daily Life50
75 minutes
$
Join the
conversation.
Space is limited to 8 participants each,
so please sign up
Contact your
organization for details.
The Transportation Needs in Daily Life Study
aims to collect information from residents in the
Minneapolis-St. Paul region using small group
discussions to gather stories about how and why
people make decisions about their daily travel in
the Twin Cities region. The stories collected will
supplement household survey travel data and
inform decisions about regional transportation
policies. The study especially focuses on
gathering stories from historically marginalized
communities—people of color, people
experience housing insecurity, and people
with disabilities—by working with community
organizations and meeting people in convenient
places that are accessible and comfortable to
them.
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 8
Zan was the lead consultant on the team where
we led long-form discussions on people’s
transportation needs with target audiences
throughout the metro area. In total, the project
team conducted 32 focus groups with 184
participants with a focus on communities who
have historically had the hardest time traveling
in the Twin Cities region. Focus groups were
coordinated with community organizations and
held in places and at times that worked best
for participants. Policy recommendations from
the study are being considered as part of the
Metropolitan Council’s Transportation Policy Plan
update.
Reference:
Jonathan Ehrlich
Senior Manager: Transportation Research
Metropolitan Council
651-602-1408
Jonathan.ehrlich@metc.state.mn.us
Regional Solicitation Evaluation
Metropolitan Council (MN)
Every two years, the Metropolitan Council
distributes federal funds for transportation
projects through a grant program called the
Regional Solicitation. For the 2023 Regional
Solicitation, the Metropolitan Council hired
Zan to gather feedback from residents and
stakeholders in the region on how to allocate
$250 million to different transportation projects.
Zan used an online budget survey that
asked participants to allocate funds to 11
funding categories that make up the Regional
Solicitation. They reached out to nearly 50
local government agencies to share the survey
through their networks, conducted seven
intercept surveys (one in each of the seven
counties in the metro area), and coordinated
two focus groups to better understand why
participants made specific budget decisions.
In total, Zan was able to get 700 survey
participants, an increase of more than 20% from
the previous Regional Solicitation. The company
also succeeded in attracting a diverse group of
participants in terms of geography, race, and
ability. Zan staff presented the findings to each
of Met Council’s advisory committees.
Reference:
Steve Peterson
Senior Manager of Highway Planning
Metropolitan Council
651-602-1819
steven.peterson@metc.state.mn.us
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 9
Zan Associates Cost Proposal
Project Name:
Estimated PoP:10 months
Anticipated Start Date:2025-04-01
Anticipated End Date:2026-01-31
Date of submission:2025-02-26
Rate Sheet:
Assumed Inflation: 3.00%
President Vice
President
Senior
Associate
3
Sr.
Associate
2
Sr.
Associate
1
Associate
2
Associate
1
Sr.
Creative 2
Sr.
Creative 1 Creative 2 Creative 1 Admin Intern Mktg Coord
WBS Tasks Assumptions Start Date End Date 232.95$ 216.30$ 201.35$ 184.80$ 148.40$ 115.80$ 99.30$ 184.80$ 148.40$ 115.80$ 99.30$ 80.40$ 80.40$ 258.15$ Hours Fee Total
Labor
1.50 5.00 0.00 24.00 0.00 8.00 0.00 0.00 0.00 0.00 0.00 5.00 0.00 0.00 43.50 7,194.53 7,194.53
1.1 Administration Monthly invoicing 5.00 10.00 5.00 20.00 3,331.50 3,331.50
1.2 Kick-off meeting Full consultant team, 1.5 hours plus prep 1.50 4.00 3.00 8.50 1,436.03 1,436.03
1.3 PMT meetings 24, 45 minute meetings including agenda 10.00 5.00 15.00 2,427.00 2,427.00
1.00 0.00 0.00 10.00 0.00 10.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 21.00 3,238.95 3,238.95
2.1 Engagement plan Draft and one round of reviews 1.00 10.00 10.00 21.00 3,238.95 3,238.95
4.00 0.00 0.00 100.00 0.00 215.00 0.00 2.00 40.00 0.00 0.00 0.00 0.00 0.00 361.00 50,614.40 50,614.40
3.1 Outreach materials
Customized facilitator guide and pop-up
materials for 10 events including reviews and
coordinating translations 2.00 15.00 40.00 2.00 40.00 99.00 14,175.50 14,175.50
3.2 Event coordination
Develop CBO list, emails and calls to 30
organizations 2.00 15.00 35.00 52.00 7,290.90 7,290.90
3.3 Outreach events
10 events; Travel, set-up, teardown, 2 staff,
and notes; coordinate interpreters 70.00 140.00 210.00 29,148.00 29,148.00
2.00 0.00 0.00 15.00 0.00 40.00 0.00 1.00 15.00 0.00 0.00 0.00 0.00 0.00 73.00 10,280.70 10,280.70
4.1 Summary report
Concise report including one round of
reviews 2.00 15.00 40.00 1.00 15.00 73.00 10,280.70 10,280.70
8.50 5.00 0.00 149.00 0.00 273.00 0.00 3.00 55.00 0.00 0.00 5.00 0.00 0.00 Hours Fee Total
Labor
1,980.08 1,081.50 - 27,535.20 - 31,613.40 - 554.40 8,162.00 - - 402.00 - - 498.50 71,328.58 71,328.58
Item Assumptions Units Cost Total
Mileage 10 trips from Portland to Tigard and back 210 0.70 147.00 -
Printing 8.5 x 11 fact sheets single sided color 400 0.22 88.00 71,328.58
Printing - Boards 24x36 boards 16 30.24 483.84 President $232.95 Associate 2 $115.80 8,065.84
Printing - Table mats 6' x 2.5' plots 3 24.00 72.00 Vice President $216.30 Creative 2 $115.80
Shipping Shipping prints to OR 1 300.00 300.00 Senior Associate 3 $201.35 Associate 1 $99.30 79,394.42
Translations 2,000 words; $0.19 per word; 4 languages 8000 0.19 1,520.00 Senior Associate 2 $184.80 Creative 1 $99.30 JS
interpretations $75/hr; 5 hrs/event including prep; 5 events 25 75.00 1,875.00 Senior Creative 2 $184.80 Admin $80.40
Refreshments Light refreshments for 10 events 10 40.00 400.00 Senior Associate 1 $148.40 Intern $80.40
Stipends
$50 gift cards plus fees for 10 events, 6
participants each 60 53.00 3,180.00 Senior Creative 1 $148.40 Media Specialist $258.15
8,065.84
Approved By
2025 Standard
Total Project Hours
Zan Associates reserves the right to assign work to any staff category, depending on the requirements of the
project. As such, we request that this rate card to be included in the professional services contract upon
project award. Zan Associates will not change staffing assignments without prior approval from the client
project manager.
Rates are subject to an increase on January 1st of each year based on the inflation assumption (or master
contract terms if applicable).
Expense Total
Subcontractor Total
Project Total
Labor Total
Total Category Cost
FCCM
Tigard HOME Engagement
Total Expenses
Expenses
Task 1: Project management
Task 3: Targeted outreach
Task 2: Engagement plan
Task 4: Summary report
Page 1
Zan Associates Cost ProposalProject Name:Estimated PoP:10 monthsAnticipated Start Date:2025-04-01
Anticipated End Date:2026-01-31
Date of submission:2025-02-26
Rate Sheet:
Assumed Inflation: 3.00%
President Vice
President
Senior
Associate
3
Sr.
Associate
2
Sr.
Associate
1
Associate
2
Associate
1
Sr.
Creative 2
Sr.
Creative 1 Creative 2 Creative 1 Admin Intern Mktg Coord
WBS Tasks Assumptions Start Date End Date 232.95$ 216.30$ 201.35$ 184.80$ 148.40$ 115.80$ 99.30$ 184.80$ 148.40$ 115.80$ 99.30$ 80.40$ 80.40$ 258.15$ Hours Fee Total
Labor
1.50 5.00 0.00 24.00 0.00 8.00 0.00 0.00 0.00 0.00 0.00 5.00 0.00 0.00 43.50 7,194.53 7,194.53
1.1 Administration Monthly invoicing 5.00 10.00 5.00 20.00 3,331.50 3,331.50
1.2 Kick-off meeting Full consultant team, 1.5 hours plus prep 1.50 4.00 3.00 8.50 1,436.03 1,436.03
1.3 PMT meetings 24, 45 minute meetings including agenda 10.00 5.00 15.00 2,427.00 2,427.00
1.00 0.00 0.00 10.00 0.00 10.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 21.00 3,238.95 3,238.95
2.1 Engagement plan Draft and one round of reviews 1.00 10.00 10.00 21.00 3,238.95 3,238.95
4.00 0.00 0.00 100.00 0.00 215.00 0.00 2.00 40.00 0.00 0.00 0.00 0.00 0.00 361.00 50,614.40 50,614.40
3.1 Outreach materials
Customized facilitator guide and pop-up
materials for 10 events including reviews and
coordinating translations 2.00 15.00 40.00 2.00 40.00 99.00 14,175.50 14,175.50
3.2 Event coordination
Develop CBO list, emails and calls to 30
organizations 2.00 15.00 35.00 52.00 7,290.90 7,290.90
3.3 Outreach events
10 events; Travel, set-up, teardown, 2 staff,
and notes; coordinate interpreters 70.00 140.00 210.00 29,148.00 29,148.00
2.00 0.00 0.00 15.00 0.00 40.00 0.00 1.00 15.00 0.00 0.00 0.00 0.00 0.00 73.00 10,280.70 10,280.70
4.1 Summary report
Concise report including one round of
reviews 2.00 15.00 40.00 1.00 15.00 73.00 10,280.70 10,280.70
8.50 5.00 0.00 149.00 0.00 273.00 0.00 3.00 55.00 0.00 0.00 5.00 0.00 0.00 Hours Fee Total
Labor
1,980.08 1,081.50 - 27,535.20 - 31,613.40 - 554.40 8,162.00 - - 402.00 - - 498.50 71,328.58 71,328.58
Item Assumptions Units Cost Total
Mileage 10 trips from Portland to Tigard and back 210 0.70 147.00 -
Printing 8.5 x 11 fact sheets single sided color 400 0.22 88.00 71,328.58
Printing - Boards 24x36 boards 16 30.24 483.84 President $232.95 Associate 2 $115.80 8,065.84
Printing - Table mats 6' x 2.5' plots 3 24.00 72.00 Vice President $216.30 Creative 2 $115.80
Shipping Shipping prints to OR 1 300.00 300.00 Senior Associate 3 $201.35 Associate 1 $99.30 79,394.42
Translations 2,000 words; $0.19 per word; 4 languages 8000 0.19 1,520.00 Senior Associate 2 $184.80 Creative 1 $99.30 JS
interpretations $75/hr; 5 hrs/event including prep; 5 events 25 75.00 1,875.00 Senior Creative 2 $184.80 Admin $80.40
Refreshments Light refreshments for 10 events 10 40.00 400.00 Senior Associate 1 $148.40 Intern $80.40
Stipends
$50 gift cards plus fees for 10 events, 6
participants each 60 53.00 3,180.00 Senior Creative 1 $148.40 Media Specialist $258.15
8,065.84
Approved By
2025 Standard
Total Project Hours
Zan Associates reserves the right to assign work to any staff category, depending on the requirements of the
project. As such, we request that this rate card to be included in the professional services contract upon
project award. Zan Associates will not change staffing assignments without prior approval from the client
project manager.
Rates are subject to an increase on January 1st of each year based on the inflation assumption (or master
contract terms if applicable).
Expense Total
Subcontractor Total
Project Total
Labor Total
Total Category Cost
FCCM
Tigard HOME Engagement
Total Expenses
Expenses
Task 1: Project management
Task 3: Targeted outreach
Task 2: Engagement plan
Task 4: Summary report
Page 1
Zan Associates Cost ProposalProject Name:Estimated PoP:10 monthsAnticipated Start Date:2025-04-01Anticipated End Date:2026-01-31Date of submission:2025-02-26
Rate Sheet:
Assumed Inflation: 3.00%
President Vice
President
Senior
Associate
3
Sr.
Associate
2
Sr.
Associate
1
Associate
2
Associate
1
Sr.
Creative 2
Sr.
Creative 1 Creative 2 Creative 1 Admin Intern Mktg Coord
WBS Tasks Assumptions Start Date End Date 232.95$ 216.30$ 201.35$ 184.80$ 148.40$ 115.80$ 99.30$ 184.80$ 148.40$ 115.80$ 99.30$ 80.40$ 80.40$ 258.15$ Hours Fee Total
Labor
1.50 5.00 0.00 24.00 0.00 8.00 0.00 0.00 0.00 0.00 0.00 5.00 0.00 0.00 43.50 7,194.53 7,194.53
1.1 Administration Monthly invoicing 5.00 10.00 5.00 20.00 3,331.50 3,331.50
1.2 Kick-off meeting Full consultant team, 1.5 hours plus prep 1.50 4.00 3.00 8.50 1,436.03 1,436.03
1.3 PMT meetings 24, 45 minute meetings including agenda 10.00 5.00 15.00 2,427.00 2,427.00
1.00 0.00 0.00 10.00 0.00 10.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 21.00 3,238.95 3,238.95
2.1 Engagement plan Draft and one round of reviews 1.00 10.00 10.00 21.00 3,238.95 3,238.95
4.00 0.00 0.00 100.00 0.00 215.00 0.00 2.00 40.00 0.00 0.00 0.00 0.00 0.00 361.00 50,614.40 50,614.40
3.1 Outreach materials
Customized facilitator guide and pop-up
materials for 10 events including reviews and
coordinating translations 2.00 15.00 40.00 2.00 40.00 99.00 14,175.50 14,175.50
3.2 Event coordination
Develop CBO list, emails and calls to 30
organizations 2.00 15.00 35.00 52.00 7,290.90 7,290.90
3.3 Outreach events
10 events; Travel, set-up, teardown, 2 staff,
and notes; coordinate interpreters 70.00 140.00 210.00 29,148.00 29,148.00
2.00 0.00 0.00 15.00 0.00 40.00 0.00 1.00 15.00 0.00 0.00 0.00 0.00 0.00 73.00 10,280.70 10,280.70
4.1 Summary report
Concise report including one round of
reviews 2.00 15.00 40.00 1.00 15.00 73.00 10,280.70 10,280.70
8.50 5.00 0.00 149.00 0.00 273.00 0.00 3.00 55.00 0.00 0.00 5.00 0.00 0.00 Hours Fee Total
Labor
1,980.08 1,081.50 - 27,535.20 - 31,613.40 - 554.40 8,162.00 - - 402.00 - - 498.50 71,328.58 71,328.58
Item Assumptions Units Cost Total
Mileage 10 trips from Portland to Tigard and back 210 0.70 147.00 -
Printing 8.5 x 11 fact sheets single sided color 400 0.22 88.00 71,328.58
Printing - Boards 24x36 boards 16 30.24 483.84 President $232.95 Associate 2 $115.80 8,065.84
Printing - Table mats 6' x 2.5' plots 3 24.00 72.00 Vice President $216.30 Creative 2 $115.80
Shipping Shipping prints to OR 1 300.00 300.00 Senior Associate 3 $201.35 Associate 1 $99.30 79,394.42
Translations 2,000 words; $0.19 per word; 4 languages 8000 0.19 1,520.00 Senior Associate 2 $184.80 Creative 1 $99.30 JS
interpretations $75/hr; 5 hrs/event including prep; 5 events 25 75.00 1,875.00 Senior Creative 2 $184.80 Admin $80.40
Refreshments Light refreshments for 10 events 10 40.00 400.00 Senior Associate 1 $148.40 Intern $80.40
Stipends
$50 gift cards plus fees for 10 events, 6
participants each 60 53.00 3,180.00 Senior Creative 1 $148.40 Media Specialist $258.15
8,065.84
Approved By
2025 Standard
Total Project Hours
Zan Associates reserves the right to assign work to any staff category, depending on the requirements of the
project. As such, we request that this rate card to be included in the professional services contract upon
project award. Zan Associates will not change staffing assignments without prior approval from the client
project manager.
Rates are subject to an increase on January 1st of each year based on the inflation assumption (or master
contract terms if applicable).
Expense Total
Subcontractor Total
Project Total
Labor Total
Total Category Cost
FCCM
Tigard HOME Engagement
Total Expenses
Expenses
Task 1: Project management
Task 3: Targeted outreach
Task 2: Engagement plan
Task 4: Summary report
Page 1
COST PROPOSAL
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 10
DIVERSITY IN
CONTRACTING
Team Diversity
COBID Certification
Zan is certified by the State of Oregon
Certification Office for Business Inclusion and
Diversity (COBID) as a WBE and DBE. Zan’s
certification number is 13281 under our business
name Z Companies, Inc. DBA Zan Associates.
Demographics
Zan was incorporated in 2001 in Minneapolis,
MN. Zan’s majority owner and President is Joy
Miciano, an Asian woman with over 25 years of
experience in community engagement. Zan has
31 employees with headquarters in Minneapolis,
Minnesota, and an office in Portland. Zan has
staff who are fluent in English and Spanish, and
we have close relationships with vendors who
provide interpretation and translation services in
other languages, when needed.
Zan is committed to diversity, both in the work
we do and the team we build. Of the company
ownership, 33% (1 of 3) represents a traditionally
disadvantaged background (woman and person
of color) and is the company’s President. Our
company is led by an executive leadership team,
of which 50% (3 of 6) are women and 33% (2 of
6) are people of color. Of Zan’s 31 employees,
65% (20) are women, and 26% (8) are people of
color. For this project, Zan’s project advisor is
an Asian woman, and overall, the key Zan team
members are 75% women and 50% are women
of color.
Supporting Workforce Diversity
Zan takes multiple approaches to supporting
workforce diversity. Zan’s hiring practices
include traditional job postings, but also heavily
rely on reaching out to our networks and
the diverse community-based organizations
with which we have worked. Most often, we
recruit through word of mouth, knowing that
personal recommendations often bring the best
candidates. This practice also opens our hiring
process to a broader base, including people
who may not check off every box in a traditional
job posting. We understand that people from
traditionally disadvantaged communities may
bring non-traditional experience and education
that can be overlooked in standardized hiring
practices.
At Zan, we center equity and diversity in both
our client work and our internal work. Team
IMPACT, our equity team led by our Director
of Education + Equity, focuses on ensuring an
equity-centered approach and helping to push
staff to learn and have a deeper connection to
our work, the communities we serve, and each
other. Specifically, the purpose of Team IMPACT
is to create and maintain an inclusive, authentic,
accountable, and audacious environment where
all internal and external colleagues have a voice
and can thrive. This team works to build and
cultivate a workspace where people of every
race, gender, preference, religious affiliation,
socioeconomic status, and ability will be safe,
heard, valued, and empowered. The team
supports and trains staff regularly on equity and
inclusion topics along with having longer half-
day all-staff workshops twice a year. The most
recent half-day, off-site workshop was held in
December 2024 and focused on how we can be
authentic, creative, and equitable in our work.
In addition, Team IMPACT also reviews and
recommends updates to and/or new company
processes and policies. The team helped
develop a flexible holiday policy, recognizing
not everyone observes the same holidays. As
well, to guide our internal and external diversity,
equity, inclusion, and accessible practices, the
team developed the Zan Equity Stakeholder
Tool (ZEST), which is a framework that is both
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
TIGARD HOME COMMUNITY ENGAGEMENT City of Tigard 11
a process and a tool that we use to ensure
authentic, equitable, inclusive, and accessible
engagement and planning. The ZEST ensures
an organization is collaborative in setting equity
goals, guiding equity practices, building trust,
and keeping an itself accountable to its goals.
Community Activity
Zan is committed to our community through
monetary donations and in-kind donation
match by employees. Many Zan employees
are independently involved in community
organizations that support diversity and
equity and provide financial donations that
are matched by the company. Over the
last four years particularly, since the death
of George Floyd, Zan has donated to local
Black, Indigenous, and people of color-led
organizations focused on social equity and racial
justice.
Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
MEMO
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Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732
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Docusign Envelope ID: AEABBE42-AA76-4DFC-869D-45E7DE7C5732