HomeMy WebLinkAboutbocc.con.235.228.4.22 CDD
Contract Number:
Project Name:
Contractor:
Budget Line Item:!#BUDGET#!
-
-
-
-
Procurement Method:
Type:
Contract Effective Date:
Contract End Date:
Contract Type:
Retainage/Bonding:
County Representative:Ashley Perl County Rep. Phone #:(970) 319-1594
Department:
Provide a brief description of the Contract or Change Order:
$ 123,725.00
$ -
$ -
$ 123,725.00
235.22
Pitkin County
Contract Cover Sheet
Formal
Select from drop-down menu
11/1/2022
10/31/2022
New Contract
Please fully allocate New Contract
Total if there are multiple codes
$ -
$ -
$ -
$ -
If this is a new Vendor, please enter the New Vendor information into Munis for workflow approval and include a complete W-9.
Contact Information for Pitkin County Contract/Project Lead:
Contract Information
Administration
EDI Assessment, planning, and implementation services for the Pitkin County organization as detailed, and per
the pricing, included in the attached documentation.
Original Contract Amount:
Previous Change Order/Amendment Amount(s):
This Change order/Amendment Amount:
Contract Total:
Contract Value Summary:
No
EDI Assessment & Implementation Services
MGT of America Consulting, LLC
$ - 10014100.531000
Bid # 235.22 Rev. 2018-10-10 btf
Budget Line Item # 10014100.531000.10120
NOTICE OF AWARD
Date: October 27, 2022
To: MGT of America Consulting, LLC
Lamont Browne
4320 West Kennedy Boulevard, Suite 200
Tampa, FL 33609
RE: Equity, Diversity, and Inclusion (EDI) Assessment and Implementation Plan
Services for Pitkin County, Colorado
The County, having duly considered the Proposal submitted on September 23, 2022 for
the work or purchase covered by the Contract Document titled Equity, Diversity, and
Inclusion (EDI) Assessment and Implementation Plan Services for Pitkin County,
Colorado in the amount of One-Hundred Twenty-Three Thousand Seven-Hundred
Twenty-Five dollars and Zero cents ($123,725.00), and it appearing that the Price and
other information in your Proposal Form is fair, equitable and to the best interest of the
County, the offer in your Proposal Form is hereby accepted.
With this acceptance, your organization will be required to furnish in the said time
Certificates of Insurance evidencing compliance with the requirement for insurance as
stated in the Contract Documents to Procurement via email at
procurement@pitkincounty.com.
PITKIN COUNTY
________________________________________________
!#COUNTY REPRESENTATIVE#! Date
======================ACCEPTANCE OF NOTICE===================
Receipt of the above Notice of Award is hereby acknowledged
________________________________________________
!#VENDOR SIGNATURE#! Date
Community Resiliency Manager
Ashley Perl
Oct-31-2022
Nov-04-2022
Vice President
Patrick Dyer
Contract # 235.22 Revision: 2022.08.04 CDD
1
PITKIN COUNTY CONTRACT FOR PROVISION OF SERVICES
THIS CONTRACT, made October 27, 2022 by and between the Board of County Commissioners
of Pitkin County, Colorado, 530 E. Main St., Suite #302, Aspen, CO 81611, (hereinafter called the
“County”) and MGT of America Consulting, LLC, 4320 West Kennedy Boulevard, Suite 200,
Tampa, FL 33609 (hereinafter called the “Contractor”) to perform the following work: Equity,
Diversity, and Inclusion (EDI) Assessment and Implementation Services for Pitkin County
(“Project”).
I. Term of Contract: The term of this Contract is from November 1, 2022 to October 31,
2023. At the expiration of the initial term, the contract may be extended for an
additional term of one (1) year by the express written consent of both parties.
II. Contractor’s Obligations. Contractor shall perform an EDI assessment of the Pitkin
County organization as detailed in the attached RFP and Proposal documentation and
in conformance with any and all laws, ordinances, guidelines, and/or standards of
practice applicable to the Project Scope. Contractor will work diligently with Project
Lead and any identified stakeholders/County Staff in communicating and maintaining
a clear project schedule to meet deliverables deadlines and to provide feedback on the
progression of the overall status of each of the Four (4) defined tasks. Work is
anticipated to begin in November of 2022 and to be completed by August 31, 2023;
Pitkin County, upon mutual agreement between County and Contractor, reserves the
right to request and extend the term of this Contract, with or without additional funding,
through project completion via mutually signed Change Order.
Contractor shall at all times maintain any and all privileged or confidential information
obtained by or throughout the course of the work under this project in accordance with
any and all governing laws, regulations, statutes, County policies, and/or standards of
practice. Further, the Contractor understands that work performed under this Contract
is done so as an extension of or addition to the Pitkin County organization and, as such,
is expected and agrees to uphold the County’s published standard of ethics, policies,
and workplace practices and to maintain good faith with the County’s staff and the
general public.
Contract # 235.22 Revision: 2022.08.04 CDD
2
III. Compensation and Expenses, Invoicing, Payment and Offset. The County shall
compensate Contractor for its services in accordance with the Project Budget and
Schedule set out in Paragraph II. It is expressly understood and agreed that in no event
will the total compensation and reimbursement to be paid hereunder exceed the sum of
One-Hundred Twenty-Three Thousand Seven-Hundred Twenty-Five dollars and Zero
cents ($123,725.00) for all services rendered. By contract or amendment, the County
and Contractor may reallocate the budget among project tasks if the total budget
amount remains unchanged. Contractor shall invoice for the project monthly based on
hours worked, with payment expected within thirty (30) days of invoice. Any payment
by the County may be offset by any amount the Contractor owes the County for any
reason.
IV. County’s Exclusive Ownership of Work Product. Drawings, specifications,
guidelines and other documents prepared by Contractor in connection with this
Contract shall be the property of the County. However, Contractor shall have the right
to utilize such documents in the course of its marketing, professional presentations, and
for other business purposes. Contractor assigns to County the copyrights to all work
prepared, developed, or created pursuant to this Contract, including the right to: 1)
reproduce the work; 2) prepare derivative works; 3) distribute copies to the public; 4)
perform the works publicly; and 5) to display the work publicly. Contractor shall have
right to use materials produced in the course of this Contract for marketing purposes
and professional presentations, articles, speeches and other business purposes.
V. Pitkin County’s Obligations. Pitkin County shall administer this Contract through
a County Representative. Ashley Perl, Community Resiliency Manager will manage
the project as the County’s Representative. In the event that Ashley Perl is not
available, an authorized Designee shall assume the County Representative’s duties. The
services provided and products delivered by the Contractor under this Contract will be
subject to review by the County’s Representatives, or a designee, for compliance with
Contractor’s obligations prior to final payment.
VI. Termination Prior to Expiration of Contract Term. The County has the right to
terminate this Contract, with or without cause, by giving written notice to the
Contractor of such termination and specifying the effective date thereof. Such notice
shall be given at least ten (10) days before the effective date of such termination. In
such event all finished or unfinished documents, data, studies and reports prepared by
the Contractor pursuant to this Contract shall become the County’s property. Contractor
shall be entitled to receive compensation in accordance with the Contract for any
satisfactory work completed pursuant to the terms of this Contract prior to the date of
termination. Notwithstanding the above, Contractor shall not be relieved of liability to
the County for damages sustained by the County by virtue of any breach of the Contract
by the Contractor.
Contract # 235.22 Revision: 2022.08.04 CDD
3
VII. Independent Contractor Status.
A. The parties to this Contract intend that the relationship between them contemplated
by the Contract is that of independent contractor. Contractor, and any agent,
employee, or servant of Contractor shall not be deemed to be an employee, agent,
or servant of Pitkin County.
B. Contractor is not required to offer his services exclusively to Pitkin County under
this Contract. Contractor may choose to work for other individuals or entities
during the term of this Contract, provided that the basic services and deliverable
products required under this Contract are submitted in the manner and on the
schedule defined under this Contract.
C. Contractor warrants that all work produced will conform to all applicable industry
standard of care, skill and diligence in the performance of Contractor’s obligations
under this Contract.
D. Contractor shall not attempt to oversee or supervise the work or actions of any
Pitkin County employee, servant or agent in the course of completing work under
this Contract.
E. Contractor is not entitled to any Workers’ Compensation benefits through Pitkin
County and is responsible for payment of any federal, state, FICA and other income
taxes.
VIII. Assignability. This Contract is not assignable by either party. Any use of
subcontractors by the Contractor for performance of this Contract must be accepted in
writing by the County.
IX. Severability. In the event that any provision of this Contract shall be held to be invalid
or unenforceable, the remaining provisions of this Contract shall remain valid and
binding upon the parties hereto.
X. Integration and Modification.
A. This Contract represents the entire and integrated Contract between the County and
the Contractor and supersedes all prior negotiations, representations, or contract,
either written or oral. This Contract may be amended only by written contract
signed by both the County and the Contractor.
B. The County may, from time to time, request changes in the scope of services of the
Contractor to be performed hereunder. Such changes, including the increase or
decrease in the amount of the Contractor’s compensation, which are mutually
agreed upon between the County and the Contractor, shall be in writing and upon
execution shall become part of this Contract.
XI. Indemnity.
A. The Contractor agrees to indemnify, hold harmless and, not excluding the County's
right to participate, defend the County, its subsidiary, parent, associated and/or
affiliated entities, successors, or assigns, its elected officials, trustees, employees,
Contract # 235.22 Revision: 2022.08.04 CDD
4
agents, volunteers, and any jurisdiction or agency issuing permits for any work
included in the project, hereinafter referred to as indemnitee, from all suits and
claims, including attorney's fees and cost of litigation, actions, loss, damage,
expense, cost or claims of any character or any nature arising out of the work done
in fulfillment of the terms of this Contract or on account of any act, claim or amount
arising or recovered under workers' compensation law or arising out of the failure
of the Contractor to conform to any statutes, ordinances, regulation, law or court
decree. It is agreed that the Contractor will be responsible for primary loss
investigation, defense and judgment costs where this Contract of indemnity applies.
In consideration of the award of this Contract, the Contractor agrees to waive all
rights of subrogation against the County its subsidiary, parent, associated and/or
affiliated entities, successors, or assigns, its elected officials, trustees, employees,
agents, and volunteers for losses arising from the work performed by the Contractor
for the County.
B. The Contractor further shall investigate, process, respond to, adjust, provide
defense for and defend, pay or settle all claims, demands, or lawsuits related hereto
at its sole expense and shall bear all other costs and expenses related thereto, even
if the claim, demand or lawsuit is groundless, false or fraudulent.
XII. Insurance. Contractor and subcontractors shall procure and maintain until all of their
obligations have been discharged, including any warranty periods under this Contract
are satisfied, insurance against claims for injury to persons or damage to property which
may arise from or in connection with the performance of the work hereunder by the
Contractor, its agents, representatives, employees or subcontractors.
The insurance requirements herein are minimum requirements for this Contract and in
no way limit the indemnity covenants contained in this Contract. The policies shall
include, or be endorsed to include, the following provision: On insurance policies
where the County is named as an additional insured, the County shall be an additional
insured to the full limits of liability purchased by the Contractor even if those limits of
liability are in excess of those required by this Contract.
The County in no way warrants that the minimum limits contained herein are sufficient
to protect the Contractor from liabilities that might arise out of the performance of the
work under this Contract by the Contractor, its agents, representatives, employees, or
subcontractors. The Contractor shall assess its own risks and if it deems appropriate
and/or prudent, maintain higher limits and/or broader coverages. The Contractor is not
relieved of any liability or other obligations assumed or pursuant to the Contract by
reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or
types. Commercial General Liability Completed Operations coverage must be kept in
effect for up to three (3) years after completion of the project.
Contract # 235.22 Revision: 2022.08.04 CDD
5
A. Coverage and Limits of Insurance. Contractor shall provide coverage with limits
of liability requirements provided that the coverage is written on a “following form”
basis.
1) Statutory Workers’ Compensation: Colorado statutory minimums
a. Policy shall contain a waiver of subrogation against the County.
b. This requirement shall not apply when a contractor or subcontractor
is exempt under Colorado Workers’ Compensation Act AND when
such contractor or subcontractor executes the appropriate sole
proprietor waiver form.
Minimum Limits:
Coverage A (Workers’ Compensation) Statutory
Coverage B (Employers Liability)
$ 500,000
$ 500,000
$ 500,000
2) Commercial General Liability – ISO 1CG 0001 form or equivalent.
(With County named as an additional insured)
Minimum Limits:
General Aggregate $ 2,000,000
Products/Completed Operations Aggregate $ 2,000,000
Each Occurrence Limit $ 1,000,000
Personal/Advertising Injury $ 1,000,000
Fire Damage (Any One Fire) $ 50,000
Medical Payments (Any One Person) $ 5,000
Coverage to include:
Premises and Operations
Explosions, Collapse and Underground Hazards
Personal / Advertising Injury
Products / Completed Operations
Liability assumed under an Insured Contract (including defense costs assumed under
contract)
Independent Contractors
Designated Construction Project(s) General Aggregate Limit, ISO CG 2503 (1997
Edition or equivalent)
Additional Insured—Owners, Lessees or Contractors Endorsement, ISO Form 2010
(2004 Edition or equivalent)
Additional Insured—Owners, Lessees or Contractors Endorsement, ISO CG 2037
(2004 Edition or equivalent)
Contract # 235.22 Revision: 2022.08.04 CDD
6
The policy shall be endorsed to include the following additional insured language
on the Additional Insured Endorsements specified above: “County, its subsidiary,
parent, associated and/or affiliated entities, successors, or assigns, its elected
officials, trustees, employees, agents, and volunteers named as an additional insured
with respect to liability and defense of suits arising out of the activities performed
by, or on behalf of the Contractor, including completed operations”.
3) Auto Liability: Bodily injury and property damage for any owned,
hired and non-owned vehicles used in the performance of this Contract.
Minimum Limits: Statutory
Coverage Bodily/Property Damage (Each Accident)
$ 1,000,000
4) Special Coverages (check as appropriate and insert amount):
a. ☐ Performance Bond $
b. ☐ Professional Errors and Omissions
c. ☐ Aircraft Liability
d. ☐ Owner’s Protective
e. ☐ Builder’s Risk
f. ☐ Boiler and Machinery
g. ☐ Loss of Use Insurance
h. ☐ Pollution Liability
i. ☐ Crime, including Employee Dishonesty Coverage, or Fidelity
Bond
B. Proof of Insurance:
1) Each insurance policy required by the insurance provisions of this
Contract shall provide the required coverage and shall not be suspended,
voided or canceled except after thirty (30) days prior written notice has been
given to the County, except when cancellation is for non-payment of
premium, then ten (10) days prior notice may be given. Such notice shall
be emailed directly to Procurement@pitkincounty.com. If the insurance
carrier will not provide the required notice, the Consultant/Contractor and
or its insurance broker shall notify the County of any cancellation, or
reduction in coverage or limits of any insurance within seven (7) days of
receipt of insurers’ notification to that effect. Simultaneously with the
Certificates of Insurance, the Contractor shall file with the Project Lead a
certified statement as to claims pending against the required coverages,
reserves established on account of such claims, defense costs expended and
amounts remaining on policy limits.
2) In addition, these Certificates of Insurance shall contain the following
clauses:
a. The contractor’s insurance shall be primary and non-contributory with
any insurance or self-insurance purchased by the County.
Contract # 235.22 Revision: 2022.08.04 CDD
7
b. The insurance companies issuing the policy or policies hereunder shall
have no recourse against the County of Pitkin for payment of any
premiums or for assessments under any form of policy.
c. Any and all deductibles or self-insured retentions in the above-
described insurance policies shall be assumed by and be for the
amount of, and at the sole expense of the Contractor.
d. Location of operations shall be: “all operations and locations at which
work for the referenced Project is being done.”
3) Certificates of Insurance for all renewal policies shall be delivered to
the County’s Representative at least fifteen (15) days prior to a policy’s
expiration date except for any policy expiring on the expiration date of this
Contract or thereafter.
4) The County reserves the right to request and receive a copy of any
policy and any policy endorsement at any time during the term of this
Contract.
XIII. Exemptions and Preferences. All purchases of construction or building or any other
materials for this Contract shall not include Federal Excise Taxes or Colorado State or
local sales or use taxes. Pitkin County is exempt from such taxes under registration
numbers 98-02624 and 84-78000-5k.
XIV. Records. The Contractor shall maintain comprehensive, complete and accurate
books, records, and documents concerning its performance relating to this Contract for
a period of three (3) years after final payment under the Contract and the County shall
have the right within the three (3) year period to inspect and audit these books, records
and documents, upon demand, in a reasonable manner and at reasonable times, for the
purpose of determining, by accepted accounting and auditing standards, compliance
with all provisions of the Contract and applicable law.
XV. Contract Made in Colorado. The parties agree that this Contract was made in
accordance with the laws of the State of Colorado and shall be so construed. Venue is
agreed to be exclusively in the courts of Pitkin County, Colorado.
XVI. Attorney’s Fees. In the event that legal action is necessary to enforce any of the
provisions of this Contract, the substantially prevailing party shall be entitled to its costs
and reasonable attorney’s fees.
XVII. Governmental Immunity. Contractor agrees and understands that Pitkin County is
relying on and does not waive, by any provision of this Contract, the monetary
limitations or terms (presently $150,000 per person and $600,000 per occurrence) or
any other rights, immunities, and protections provided by the Colorado Governmental
Immunity Act, 24-10-101, et seq., C.R.S., as from time to time amended, or otherwise
available to Pitkin County or any of its officers, agents or employees. Further, nothing
Contract # 235.22 Revision: 2022.08.04 CDD
8
in this Contract shall be construed or interpreted to require or provide for indemnification
of the Contractor by the County for any injury to any person or any property damage
whatsoever which is caused by the negligence or other misconduct of the County or its
agent or employees.
XVIII. Current Year Obligations. The parties acknowledge and agree that any payments
provided for hereunder or requirements for future appropriations shall constitute only
currently budgeted expenditures of Pitkin County. Pitkin County’s obligations under
this Contract are subject to Pitkin County’s annual right to budget and appropriate the
sums necessary to provide the services set forth herein. No provisions of the Contract
shall constitute a mandatory charge or requirement in any ensuing fiscal year beyond
the then current fiscal year of Pitkin County. No provision of the Contract shall be
construed or interpreted as creating a multiple-fiscal year direct or indirect debt or other
financial obligation of Pitkin County within the meaning of any constitutional or
statutory debt limitation. This Contract shall not directly or indirectly obligate Pitkin
County to make any payments beyond those appropriated for Pitkin County’s then
current fiscal year. No provisions of this Contract shall be construed to pledge or create
a lien on any class or source of Pitkin County’s moneys, nor shall any provision of this
Contract restrict the future issuance of Pitkin County’s bonds or any obligations
payable from any class or source of Pitkin County’s money.
XIX. Notice. Any notice required or permitted under this Agreement shall be in writing
and shall be provided by electronic delivery to the e-mail addresses set forth below and
by one of the following methods 1) hand-delivery or 2) registered or certified mail,
postage pre-paid to the mailing addresses set forth below. Each party by notice sent
under this paragraph may change the address to which future notices should be sent.
Electronic delivery of notices shall be considered delivered upon receipt of
confirmation of delivery on the part of the sender. Nothing contained herein shall be
construed to preclude personal service of any notice in the manner prescribed for
personal service of a summons or other legal process.
To Pitkin County:
Ashley Perl
530 E Main Street
Aspen, CO 81611
Email: Ashley.Perl@PitkinCounty.com
with copies to:
Pitkin County Attorney’s Office
530 E. Main St., Suite #301
Aspen, Colorado 81611
Email: Attorney@pitkincounty.com
To Contractor:
MGT of America Consulting, LLC
4320 West Kennedy Boulevard, Suite 200
Tampa, FL 33609
Phone: (215) 221-4718
Email: LBrowne@mgtconsulting.com
Contract # 235.22 Revision: 2022.08.04 CDD
9
XX. Public Contracts for Services and Public Contracts with Natural Persons. In
conformance with the provisions of C.R.S. §§ 8-17.5-101, et seq., as amended and
C.R.S. §§ 24-76.5-101, et seq., as amended:
A. PUBLIC CONTRACTS FOR SERVICES. §§8-17.5-101, et seq. C.R.S.
[Not applicable to agreements relating to the offer, issuance, or sale of securities,
investment advisory services or fund management services, sponsored projects,
intergovernmental agreements, or information technology services or products and
services] Contractor certifies, warrants, and agrees that it does not knowingly employ
or contract with an illegal alien who will perform work under this Contract and will
confirm the employment eligibility of all employees who are newly hired for
employment in the United States to perform work under this Contract, through
participation in the E-Verify Program established under Pub. L. 104-208 or the State
verification program established pursuant to §8-17.5-102(5)(c), C.R.S., Contractor
shall not knowingly employ or contract with an illegal alien to perform work under this
Contract or enter into a contract with a Subcontractor that fails to certify to Contractor
that the Subcontractor shall not knowingly employ or contract with an illegal alien to
perform work under this Contract. Contractor (i) shall not use E-Verify Program or
State program procedures to undertake pre-employment screening of job applicants
while this Contract is being performed, (ii) shall notify the Subcontractor and the
contracting State agency within 3 days if Contractor has actual knowledge that a
Subcontractor is employing or contracting with an illegal alien for work under this
Contract, (iii) shall terminate the subcontract if a Subcontractor does not stop
employing or contracting with the illegal alien within 3 days of receiving the notice,
and (iv) shall comply with reasonable requests made in the course of an investigation,
undertaken pursuant to §8-17.5-102(5), C.R.S., by the Colorado Department of Labor
and Employment. If Contractor participates in the State program, Contractor shall
deliver to the contracting State agency, Institution of Higher Education or political
subdivision, a written, notarized affirmation, affirming that Contractor has examined
the legal work status of such employee, and shall comply with all of the other
requirements of the State program. If Contractor fails to comply with any requirement
of this provision or §§8-17.5-101 et seq., C.R.S., the contracting State agency,
institution of higher education or political subdivision may terminate this Contract for
breach and, if so terminated, Contractor shall be liable for damages.
B. PUBLIC CONTRACTS WITH NATURAL PERSONS. §§24-76.5-101, et seq.,
C.R.S.
Contractor, if a natural person 18 years of age or older, hereby swears and affirms under
penalty of perjury that he or she (i) is a citizen or otherwise lawfully present in the
United States pursuant to federal law, (ii) shall comply with the provisions of §§24-
Contract # 235.22 Revision: 2022.08.04 CDD
10
76.5-101 et seq., C.R.S., and (iii) has produced one form of identification required by
§24-76.5-103, C.R.S. prior to the Effective Date of this Contract.
Contract # 235.22 Revision: 2022.08.04 CDD
11
IN WITNESS WHEREOF, the parties have executed this Contract as of the date first set out herein
above.
MGT OF AMERICA Consulting, LLC
________________________________________________
!#VENDOR SIGNATURE#! Date
PITKIN COUNTY, COLORADO
RECOMMENDED FOR APPROVAL:
_________________________________________________
!#DEPARTMENT REPRESENTATIVE#! Date
MANAGER APPROVAL:
________________________________________________
!#COUNTY MANAGER#! Date
Oct-31-2022
Community Resiliency Manager
Ashley Perl
Vice President
Nov-04-2022
Patrick Dyer
Phylis Mattice
Nov-09-2022
Deputy County Manager
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
1
PUBLIC NOTICE Pitkin County is accepting proposals to provide Equity, Diversity, and Inclusion (EDI) Assessment and Implementation Plan Services for Pitkin County, Colorado.
More information is available online at www.BidNetDirect.com/Colorado. Any and all questions, or requests for clarification, must be submitted by 4:00 PM MT on September 7, 2022. Questions and requests for clarification will only be accepted via email at procurement@pitkincounty.com.
Proposal documents must be uploaded to the BidNet Direct website no later than 2:00 PM MT on September 23, 2022. Published in the Aspen Daily News: August 22, 2022 and August 29, 2022.
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
2
PITKIN COUNTY EQUITY, DIVERSITY, AND INCLUSION (EDI) ASSESSMENT AND IMPLEMENTATION PLAN SERVICES FOR PITKIN COUNTY, COLORADO Table of Contents REQUEST FOR PROPOSAL I. INTRODUCTION 3
II. COUNTY BACKGROUND 3 III. SCOPE OF WORK 4 A. PROJECT OVERVIEW AND TASKS 4 B. ADDITIONAL INFORMATION 6 IV. SELECTION PROCESS 6
A. SUBMITTALS 6 B. TIME SCHEDULE 8 C. EVALUATION CRITERIA AND WEIGHING 9 D. SELECTION COMMITTEE 10 E. CONTRACT 10
PROPOSAL FORM 12 INSTRUCTIONS TO PROPOSERS 14
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
3
REQUEST FOR PROPOSALS EQUITY, DIVERSITY, AND INCLUSION (EDI) ASSESSMENT AND IMPLEMENTATION PLAN SERVICES FOR PITKIN COUNTY, COLORADO GENERAL INFORMATION TO PROPOSERS
ISSUED: August 17, 2022 DUE: September 23, 2022 by no later than 2:00 PM MT I. INTRODUCTION
Pitkin County (hereinafter called the “County”) is qualifying interested parties for the provision of Equity, Diversity, and Inclusion Assessment and Implementation Plan Services covering all departments and employees of the Pitkin County Government.
The County will award a one-year contract with the option to renew up to two additional one-year terms. II. COUNTY BACKGROUND Covering 975 square miles, Pitkin County is located in the heart of the White River
National Forest, surrounded by the spectacular peaks of the central Rocky Mountains. Pitkin County is located in Colorado with the county seat of Aspen. Pitkin County includes the communities of Aspen, Snowmass, Woody Creek, Old Snowmass, Meredith, Thomasville, Redstone and portions of the town of Basalt.
As public servants, we work in the public trust to ensure quality of life and
experience in Pitkin County for present and future generations. Organizational Values: Pitkin County embraces the following values to promote public trust and confidence in County Government.
Stewardship: We strive to leave our natural environment, community, public
assets, and organization in better condition than we found them for current and future generations. Ethics: We hold ourselves to high standards of honesty and dependability in the conduct of County business.
Excellence: We are committed to providing quality services that are accessible,
accurate and innovative to meet our community’s needs. Collaboration: We work together as employees and with citizens and other
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
4
government, non-profit and private sector organizations helping each other succeed in promoting and achieving the public’s goals. Open Communication: We are committed to listening to our citizens and
partners and to giving accurate and timely information. Positive Work Environment: We appreciate dedicated and knowledgeable employees and support their professional and personal growth. Additional information about the County may be found on the County’s website
at: https://pitkincounty.com/DocumentCenter/View/21997/PC_brochure_2020_FFO_digital
III. SCOPE OF WORK A. PROJECT OVERVIEW AND TASKS 1. Project Goal. To infuse EDI culture, practices, and intentionality into Pitkin
County’s everyday operations, service delivery and organizational approach. 2. Project Description. The Project consists of the two primary tasks outlined below. The County will accept proposals from applicants for completion of
all or some of the tasks listed below: a. Task 1: EDI Assessment and Goal Setting. Pitkin County local government is seeking an experienced Equity, Diversity
and Inclusion (EDI) consultant to work with County employees at all levels and with boards and commissions, including members of the Board of County Commissioners to assess the current EDI baseline of both the organization’s internal practices as well as delivery of services and
interactions with the community. This assessment must include an
identification of practices and procedures currently in place that support an EDI culture in addition to identifying the barriers and opportunities to EDI culture. Additionally, the consultant will need to identify potential goals that are appropriate for the County to consider. The baseline assessment and
goals should be created with significant and meaningful input from
employees across all departments and positions within the organization as well as elected and appointed officials. The final assessment and recommended goals should be presented to the Board of County Commissioners and staff via virtual or in-person meetings and a written
report.
A successful applicant will have a practiced approach to creating a baseline assessment that uses a wide range of listening and data gathering techniques that allow for an honest and transparent assessment of the organization. The
applicant’s team of individuals will have the life experience and approach
necessary for creating a safe and trusted environment that all employees of all identities can feel comfortable and invited to provide honest comments and feedback during interviews and other similar assessment tools. A
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
5
successful applicant will also propose a process that both recognizes the organization of Pitkin County as a whole as well as the individual cultures and practices of unique departments and agencies within the organization.
For reference purposes, the County employees 371 full time equivalent employees across 24 departments The assessment should include the following: ● Strengths: Current practices and procedures that are supportive of an
EDI culture and should remain in place
● Challenges: Missing practices and procedures that are needed to create
a more equitable, diverse and inclusive culture as well as the
identification of inequitable practices and procedures that need to be
improved or eliminated
● Opportunities and Goals: Future actions, policies, programs and other
approaches that could be considered by the County for future
implementation
● Feasibility: The unique realms of influence held both internally and
externally by the County organization so as to identify which
implementation items are within the County’s direct span of control and
which items will require partnership to implement successfully.
b. Task 2: EDI Implementation Plan.
The purpose of the EDI Implementation Plan is to provide an actionable roadmap for the County to work towards achieving the EDI goals identified in Task 1.
A successful implementation plan identifies the following:
● The necessary resources (coaching, frameworks, structure, technical
assistance, training and related resources) that will be required for
successful implementation.
○ At the minimum, the consultant should identify these resources and
identify how and where the County can access those resources
○ An ideal applicant will be able to provide those resources as part of
their contract
● An implementation plan for supporting staff and aligning staff and
elected officials with the future direction and actions needed
○ Including an internal communications plan that supports County
leadership in communicating to and with staff and stakeholders
● A recommended structure for sustainability of implementation,
including a staffing plan to ensure EDI work is embedded in the
organization
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
6
● Coaching and training for leadership and staff
○ The purpose of this training is to primarily support the
implementation of the goals identified in Task 1 and secondarily to
build knowledge and understanding of EDI work across the
organization to support the embedding of EDI practices in the
organization for the long term, regardless of leadership or
individual roles.
○ Training may consist of in-person or virtual classes, self-directed
learning opportunities, one-on-one and group coaching, or any
combination of education resources and approaches the applicant
recommends.
B. ADDITIONAL INFORMATION It is the Contractors responsibility to provide any and all safety equipment and/or managerial oversight necessary to perform all work in a safe and workman-like manner. Pitkin County reserves the right to enter the working site for periodic
checks of safe working environments, as applicable.
Pitkin County expects that any Contractor providing goods or services will do so in compliance with Pitkin County policies, including, but not limited to, tobacco use policies, public health orders, permitting requirements, construction ordinances,
building access and safety requirements, and Pitkin County standards of conduct.
Pitkin County’s elected Board of County Commissioners have identified climate action and carbon footprint reduction as a priority for County projects. Pitkin County encourages all proposers to be environmentally conscious when preparing
their proposal documents, making travel plans, printing materials, selecting fleet
vehicles, designing/updating facilities systems, qualifying subcontractors, investing, and/or any other business activities wherever a less environmentally impactful solution may or could exist.
IV. SELECTION PROCESS
The County is required by the terms of the Pitkin County Procurement Code to conduct a competitive selection process to select a Contractor for the above-described proposal. This process shall be through formal proposals submitted in response to this Request for Proposals.
A. SUBMITTALS 1. Proposer shall submit proposals for this Service as outlined in the Request for Proposals and Scope of Services, or an alternately developed plan as developed by Proposer in response to and in accordance with this Request for Proposals and
Information to Proposers attached hereto.
Proposal Format: Each response shall be 8½” X 11” in size. Font, Times New Roman, size shall be no smaller than 12 point. A sample contract has been included
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
7
for review and Template Contract revisions, if any, must be uploaded as a separate file with any changes clearly highlighted. Template Contract change requests will not be reviewed until scoring has been completed and, as such, any information that
could be considered material to your proposed response to the solicitation should not be included in the sample Contract. Proposals may include pages up to 11”x17” size, as needed. a. The proposal must contain name, address, daytime phone
number(s), and e-mail address for person(s) to whom additional selection process requests should be communicated; b. A proposed approach (basic description of how Proposer will proceed with this Service), timetable for the Service, and proposed
method of compensation for services rendered; c. A statement of Qualifications of the Proposer and any subcontractors anticipated to perform under the awarded contract;
d. References, especially those for significantly similar projects with local governments; e. A completed Proposal Form (may indicate “In Attached Documents” for Approach and Qualifications/References sections
of the provided Proposal Form, if desired. The Proposal Form, however, will not be considered complete if any and all addenda are not acknowledged and the form has not been signed);
f. List of all subcontractors (including qualifications);
g. Fee schedule of standard rates for any work that may not be included in provided Scope of Work, as applicable
2. Proposer may be required to supply additional information upon request,
or to make additional submissions under secondary selection criteria, if necessary. 3. Any and all questions or comments shall be submitted via email to
procurement@pitkincounty.com no later than 4:00 PM MT on September
7, 2022 All requests must have the email subject line, “RFP 235.22: Equality, Diversity, and Inclusion (EDI) Assessment and Implementation Plan Services for Pitkin County - Request for Clarification and Questions.” All questions, comments and answers provided shall be shared with all
Proposers via addendum posted on BidNet Direct. Addendum(s) will
include the requests for clarification and questions, as written by the Proposer.
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
8
4. All Proposals must be uploaded to the BidNet Direct website. Proposals will not be accepted in any other form or manner.
5. During the Request for Proposal selection process, all proposals shall remain confidential. The entire selection process (procurement) file shall be available to the public (which includes all Proposers) after an agreement is approved by the County, except those items for which confidentiality has been requested in writing by the Proposer, and providing that the County
Attorney has reviewed and determined this to be the properly confidential under the State Open Records Act and other relevant statutes and regulations. 6. Consultant Qualifications: The Consultant team must have relevant
experience working with public sector or nonprofit organizations to develop EDI plans that respond effectively to internal, external, environmental, political, and fiscal realities and needs. Experience working with local governments, public officials, and elected boards is preferred.
B. TIME SCHEDULE The County will endeavor to use the following timetable: August 17, 2022 Request for Proposals publicly advertised, posted on website
(www.bidnetdirect.com/colorado) September 7, 2022 Proposer’s request for clarification and questions due via email to procurement@pitkincounty.com by 4:00 PM MT
September 9, 2022 County’s response to request for clarification and questions posted on BidNet Direct via addendum September 23, 2022 PROPOSALS MUST BE UPLOADED TO BIDNET
DIRECT BY 2:00 PM MT
September 26 - October 7, 2022 Meeting of Selection Committee; checking of references as necessary; requests for additional information or
clarifications, if necessary; scheduling of interviews, if
necessary October 14, 2022 Issuance of Notice of Award to top-ranked proposer
October 14, 2022 Notices sent to unsuccessful proposers
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
9
C. EVALUATION CRITERIA AND WEIGHING Selection of the "short-listed" Proposers to be interviewed and/or the selection of the top-ranked Proposer will be based upon the following criteria and relative
importance (or as the same may be amended or supplemented by published secondary selection criteria, if any): 1. Detailed Plan to Accomplish Each Task 25% The Proposer shall prepare a detailed statement as to their intention to
address each of the Project Tasks. This should include: A. Scope of work with an explanation of proposed process, including methods, procedures, meeting structures and tools. *Please Note: A combination of virtual and in-person meetings is requested.
B. Work schedule identifying meeting dates and time frames for deliverables. 2. Overall Approach to Project 25%
3. Experience and Qualifications of Firm(s) and Individuals 20% The Proposer shall submit a description of the firm’s and all team members’ experience and qualifications. 4. Related Experience Providing Similar Services 15%
The Proposer shall submit examples of projects of similar size and scope, specifically with local governments when available. 3. Estimated Cost of Services, including Reimbursable Expenses 10%
A. The Proposer shall list all costs assumed necessary to successfully
complete and/or deliver the provided scope of work, services, and/or goods, including, but not necessarily limited to: i. Labor and material expenses ii. Reimbursable expenses for mileage and/or
administrative services
iii. Miscellaneous expenses B. The Proposer shall provide a list of standard fees/rates and material markup rates to include with the Contract for any additional services or goods that may not be covered in the
awarded Contract; billable only as incurred and as agreed upon in
advance by mutual signing of a change order. 4. References 5% The Proposer shall provide a list, including contact name and information,
of at least 3 references/prior clients, especially local, state and federal
government.
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
10
D. SELECTION COMMITTEE Communications between Proposer and any member of the selection committee during the selection process, except when and in the manner expressly authorized
by the Request for Proposals, is prohibited. Violation of this restriction is grounds for disqualification from the process. Voting Members of the Selection Committee: Nonvoting counsel to the Selection Committee:
- Ashley Perl, Community Resiliency Manager -Suzuho Shimasaki, Deputy Public Health Director -Phylis Mattice, Deputy County
Manager -DJ Hughes, Road and Bridge Supervisor -Liza Mitchell, Natural Resources Planner
-Sierra Fransen, Library Assistant -Sarah Bushman, Civil Administrator -Rosa Saucedo, Bilingual Communications Program
Specialist -Nicole Rebeck-Stout, Senior Planner
-County Attorney -County Procurement
E. SAMPLE CONTRACT
A sample of the Pitkin County Contract for the Provision of Services is included as Attachment A. The Proposer must present any exceptions to the standard contract language, if any, with their proposal, included as a separate document. If changes are not requested at the time of proposal submission, the County shall
consider that terms and conditions are accepted by proposer. Requests for
Contract alterations, modifications, additions, or deletions will not be entertained following proposal submission. Submittal of contract change requests is for County’s information only and will not be reviewed until selection committee scoring and vendor selection has been completed; contract language change
requests will not disqualify any proposer or be evaluated for partiality. This
opportunity is offered so proposers may familiarize themselves with standard County terms and requirements, and change requests that are submitted at the time of proposal allow the County to expedite the consideration of such requests during the award process so as to avoid delays in contracting.
As mentioned in Section IV.A, proposers should not include any information specific to their proposed approach, pricing, delivery schedule, etc. when submitting language change requests as this information will not be reviewed
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
11
prior to final selection of a top-ranked proposer. Failure of proposer to review and abide by this guidance and any lack of conveyance of such information to the selection committee shall be construed as an error on the behalf of the proposer
and not on behalf of the County or the selection committee.
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
12
PROPOSAL FORM
Proposal Time: 2:00 PM MT Proposal Date: September 23, 2022 From:
Phone E-mail Address: To: THE PITKIN COUNTY BOARD OF COMMISSIONERS
c/o Procurement 530 E Main Street, Suite #304 Aspen, CO 81611 For: RFP 235.22: Equity, Diversity, and Inclusion (EDI) Assessment and
Implementation Plan Services for Pitkin County, Colorado Pursuant to a request by the Pitkin County Commissioners, the undersigned Proposer having examined this Request for Proposals (RFP), including familiarization of the site and/or the conditions of the proposed Service environment, including the availability of
materials and labor hereby proposes to furnish all labor, materials, supplies, applicable permits, services, and supervision required to provide a completed product as detailed in this RFP and adjoining documentation for the sum of:
$___________________________________________ Fee Schedule(s) for this project and any applicable work that may not have been included in the Scope of Work but may be necessary for successful completion must be included in
the proposal documents.
Approach, Qualifications, and References may be submitted on your own proposal form; please indicate “In attached documents” for any items omitted herein. A completed proposal form including, at minimum, acknowledgement of all addenda and
signature/corporate seal is required for proposals to be considered responsive.
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
13
Statement and Detailed Approach to Service:
Qualifications of Proposer: Please insert names address, phone numbers and description of similar Service for
Reference Checks. 1.
2.
3.
It is further understood that the right is reserved by the County to reject any and all
proposals and it is agreed that the proposals may not be withdrawn for a period of ten (10) days from specified time for receiving proposals. The Proposer acknowledges receipt of Addenda Nos. .
The right is reserved to waive any informalities and to reject any Proposal. (Type/Print name under all signatures)
Dated this day of , 2022
(Corporate seal) PROPOSER:
SIGNATURES: If the proposal is being submitted by a Corporation, the Proposal Form should be signed by an officer, i.e. President or vice-president. The signature of the
officer signing shall be attested to by the secretary and properly sealed. If the proposal is
being submitted by an individual or a partnership, the proposal shall so indicate and be properly signed.
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
14
INSTRUCTIONS TO PROPOSERS FOR PITKIN COUNTY CONTRACTS
1. a. A "Proposal" is a responsive, conforming, unconditional, complete, legible and properly executed offer on the Pitkin County Proposal Form to do the work called for
in the Request for Proposals (“RFP”). b. Proposals must be submitted electronically in PDF format and submitted at the time
and place designated in the RFP. Electronic submissions must be clearly marked as a "sealed proposal" with the Service name and the name, contact person, mailing address and telephone number of the Proposer. The County reserves the right to request verification of any original or electronic signature at any time before issuing a Notice of Award. c. It shall be the responsibility of the Proposer to ensure that the Proposal is in proper form and in the County's possession by or before the scheduled time and date of public
Proposal opening. Proposals will not be accepted after the scheduled time and date of opening. Any Proposals received late will be returned to the Proposer unopened, if possible. In the event that it is impossible to determine who the late Proposer is unless
the envelope is opened, the envelope will be opened, the address determined, and the envelope and Proposal returned immediately to the Proposer.
d. If specified in the Request for Proposals, parties who request packages of proposal documents will be required to pay a fee for the document package. All parties who request packages must provide the name of the potential Proposer, along with the
name of a contact person, address, telephone number, and email address for the purpose of dissemination of Addenda or additional proposal information.
e. If a mistake is made or discovered at or after the public opening, the County reserves the right to determine which party made the mistake and whether the mistake is material and, after these determinations, the County, in its sole discretion, shall make the decision whether to accept or reject the Proposal. No advantage shall be taken by either party of manifest clerical errors or omissions in the Proposal documents or the Request for Proposals (and plans and specifications). All Proposers are required to notify the County immediately of any errors of omissions that may be encountered. (See 2.a. and 2.c., below).
f. The signer of the Proposal must initial any alteration or erasure. If provided on the required Proposal Form, the proposal price of each item must be stated in numerals
and words; in case of a conflict, the words will control. In case of conflict between the indicated sum of any addition of figures and the correct sum, the correct sum will control.
g. No reimbursement will be made by the County for any costs incurred in the preparation of a statement of qualifications, Proposals, or attendance at a site
inspection, pre-bid conference or interviews. h. No person, firm, corporation or other entity shall be allowed to make, file or be
interested in more than one Proposal for the same work, unless alternate proposals are called for. A person, firm, corporation or other entity who has submitted a sub-proposal to Proposer, or who has quoted prices on materials to a Proposer, is not
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
15
hereby disqualified from submitting a sub-proposal or quoting prices to other Proposers.
2. a. If any person contemplating submitting a Proposal is in doubt as to the true meaning of any part of the Drawings, Specifications or other Proposal or Contract Documents,
or finds discrepancies, errors, ambiguities, inconsistencies, incompleteness or omissions in the Drawings or Specifications or the proposal process, he/she must submit to the Procurement Officer a written request for an amplification, clarification,
explanation, interpretation or correction thereof. Failure to do so shall constitute: (1) acceptance by the Proposer of the Drawings, Specifications or other Proposal or Contract Documents as is, and (2) a waiver by the Proposer of any and all claims arising, or that might arise, out of such discrepancies, errors, ambiguities, inconsistencies, incompleteness or omissions. b. Proposers may propose substitute materials or techniques if such substitution is equal to or better than the materials or techniques described in the RFP and if the substitution
has been submitted in writing at least ten (10) days prior to the public Proposal opening. The burden of proof of equality or superior quality is on the Proposer. If accepted as equal by the County in its discretion, the substitute will be designated as
an alternative on a formal addendum available to all Proposers three (3) days prior to the deadline for Proposal submission, when possible. If approval of any substitute materials and/or processes has not been provided by County prior to the deadline for
proposal submission, proposers may elect to submit an alternate bid with separate pricing and rationalization for the alternate materials and/or approach. County, at its sole discretion, will determine if the alternate meets the needs of the respective project.
c. Any amplification, clarification, explanation, interpretation or correction of the documents will be made only by written Addendum duly issued and a copy of the
Addendum will be mailed or delivered to each person receiving a set of the Proposal Documents. Delivery, as used in these Instructions, shall include electronic delivery through e-mail, facsimile, web-posting or other electronic means. Neither the County nor the Procurement Officer will be responsible for any information, representations, explanations or interpretations of the Contract Documents not in written addenda. d. The County reserves the right to call a pre-proposal conference; if called and conducted, a summary of the pre-proposal conference will be mailed or electronically
delivered to all parties receiving a set of Proposal documents. e. On request, the County will provide each Proposer access to the site to conduct, at
Proposer's sole cost, such inspections, tests and investigations as each Proposer deems necessary for submission of a Proposal. No information provided by County representatives at such a site inspection shall be deemed a waiver of the requirements
of 2.a. and 2.c., above. f. Any Addenda issued during the time of the Proposal process, or forming a part of the
Proposal Documents, shall be covered in the Proposal, and shall be considered a part of the RFP. Receipt of each Addendum shall be acknowledged in the Proposal.
g. If specified in the RFP, a request for qualifications may precede the RFP process.
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
16
3. a. Each Proposal, if required by the Proposal Documents, shall be accompanied by a certified check or bid bond in a form acceptable to the County Attorney, in an amount
specified, payable without condition to the County as a guarantee that the Proposer, if awarded the Contract, will promptly execute the Agreement in accordance with the Proposal, and will furnish, if required by the Proposal, good and sufficient bonds for
the faithful performance of the Contract and for the payment to all persons supplying labor and material for the work (see 10.a., below). The Proposal guaranties of all parties except the three highest scoring Proposals will be returned promptly after the opening
of Proposals. After execution of the Contract and issuance of a Notice to Proceed, the remaining two Proposers’ guaranties will be returned. b. Proposer also, if required by the Proposal Documents, will fully complete and submit with the Proposal a Pitkin County Qualification Statement, or an updated Statement if one is already on file. Pitkin County reserves the right to pre-qualify Proposers based on said qualification statements.
c. Proposer also must submit with the Proposal a list of subcontractors, independent contractors and suppliers to be employed under the Contract. If the County has a reasonable objection to any such subcontractor, independent contractor or supplier, it
shall notify the Proposer and the Proposer may then: (a) withdraw the Proposal; or (b) substitute an acceptable contractor or supplier. If required by the Contract Documents, subcontractors, independent contractors and/or suppliers may be required to submit a
Contractor's Qualification Statement. d. Proposals by corporations must be executed in the corporate name by the president or
a vice-president (or other corporate officer accompanied by evidence of authority to sign) and the corporate seal must be affixed and attested by the secretary or an assistant secretary. The corporate address and state of incorporation shall be shown below the
signature. e. Proposals by partnerships or limited liability companies (“LLC”) must be executed in the partnership or LLC name and signed by a partner, authorized LLC officer, whose title must appear under the signature and the official address of the partnership or LLC must be shown below the signature. The state in which the entity was formed and whose law governs the entity shall be shown below the signature.
f. All names must be typed or printed below the signature. 4. a. Proposer acknowledges that this proposal is solicited and submitted subject to the
requirements of the "Pitkin County Procurement Code," (Ordinance #009-2021, as previously amended by Ordinances #026-2005 & #03-2007 (copies available via the PitkinCounty website at https://pitkincounty.com/DocumentCenter/View/27059/title-
03-revenue-and-finance or upon request for a nominal charge). As such, the Proposer agrees to comply with all applicable requirements of said Procurement Code relating to proposing, contract drafting, contract administration, and ethics. The requirements
of the Procurement Code are incorporated herein by this reference. b. The Proposer shall immediately notify the County Manager in writing of any violation of said Code by the County's employees or agents, which violation is known or should have been known by Proposer, and failure to so notify the County of violations within five (5) days of knowledge of such violations shall disqualify the Proposer from award
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
17
of the Contract being proposed and shall be deemed as a waiver of any action or defense that the Proposer may have against the County by reason of such violation of
the Procurement Code. c. The submission of a Proposal shall be conclusive evidence and legal admission that
the Proposer: (1) has no questions, complaints or objections in connection with the Proposal process and/or documents, subject to any requests made by Proposer for amplification, clarification, explanation, interpretation or correction pursuant to
Paragraph 2.a. and 2.c., above; (2) has no questions, complaints or objections as to the completeness, sufficiency, scope or detail of the Proposal Documents; and (3) has full knowledge of the scope, nature, quality and quantity of work to be performed, the detailed requirements of the Proposal Documents including any and all contract documents, the plans and specifications, the site and conditions under which the work is to be performed, the Pitkin County Procurement Code and applicable Colorado law. 5. a. All Proposals will be opened and read in public by name of Proposer only. No
Proposals may be withdrawn after the beginning of the public opening. The County, in its sole discretion, may delay a Proposal opening for no longer than two (2) business days if weather or other circumstances beyond control of Proposers results in delay in
receipt of Proposals. Proposals may be withdrawn at any time prior to the beginning of the public opening or modified by a document executed and delivered in a form substantially similar to the Proposal Form prior to opening.
b. All Proposals submitted must be valid for a minimum period of sixty (60) days after the date of the Proposal opening. During this time, Proposers are investigated, and
Proposals are evaluated. 6. a. Proposals will be awarded to the highest scoring Proposer complying with the terms,
conditions, guidelines, selection criteria, plans and specifications presented in the Request For Proposals. All rights are reserved by the County to determine, in the County's sole reasonable discretion, whether the Proposal meets the needs or a purpose intended and is within the budget. b. Although price may be a major consideration in the selection of a Proposal, the County does not award on price alone. The County may also consider the quality of product as judged by the County; past experience with Proposers, subcontractors, independent
contractors, products or suppliers; qualifications of the Proposers and/or subcontractors, independent contractors or suppliers; services offered; warranties; maintenance considerations; long-range costs; delivery; and similar considerations,
all as specified in detail in the RFP. c. The County reserves the absolute right to conduct such investigations as it deems
necessary to assist in the evaluation of any Proposal and to establish the experience, responsibility, reliability, references, reputation, business ethics, history, qualifications and financial ability of the Proposers and proposed subcontractors,
independent contractors and suppliers. The purpose of such investigation is to satisfy the County that the Proposer has the experience, resources and commercial reputation necessary to perform the work and support any warranties in accordance with the
Contract Documents in the prescribed manner and time.
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
18
d. The County, at its sole discretion, may require the apparent successful Proposer to demonstrate, at a place and time designated by the County, that the Proposal meets
the performance criteria specified, or to otherwise provide documented proof from independent reliable sources acceptable to the County that said performance criteria will be met prior to final acceptance of the Proposal. The burden of proof of such a
demonstration is on the Proposer. In the event that the apparent successful Proposer fails to demonstrate or provide acceptable proof of meeting required performance criteria, that proposal will be rejected and the next eligible Proposer in the selection
ranking will be invited to participate in the same process until a proposal meeting performance criteria is found within the ranking of eligible Proposers. The County reserves the rights to reject any or all Proposals or to otherwise accept the Proposal which in the County's sole discretion is in the best interest of the County. e. Pitkin County reserves the right, if it deems such action to be in the best interests of the County, to reject any and all Proposals or to waive any irregularities or informalities therein. Any incomplete, conclusory, false or misleading information
provided by Proposer shall be grounds for rejection of the proposal. If proposals are rejected, the County further reserves the right to investigate and accept the next best proposal in order of ranking or to reject all proposals and re-solicit for additional pro-
posals. f. Any questions or disputes involving the documents or procedures not covered by these
Instructions or other Proposal Documents shall be resolved by the Procurement Officer on the basis of fairness, custom in the industry, maximization of competition and best interests and convenience of the County.
7. Issuance of Notice of Award, execution of Contract Documents and issuance of a Notice to Proceed shall be as specified in the Contract Documents and in accordance with the Pitkin
County Procurement Code. County standard practice is to first notice the top-ranked proposer and enter into a final contract agreement prior to notifying unsuccessful bidders. Non-awarded bidders will be notified of the County’s decision and shall be offered an optional debrief conversation of the bidding and evaluation process; debrief conversations may be offered prior to contract signing but, in most cases, will not be scheduled until a contract has been finalized. 8. Contracts will be executed on standard Pitkin County Contract documents and/or by separate
agreement with the Proposer. Copies of any applicable standard forms are included with the Proposal Documents. The County reserves the right to negotiate with the Proposer for contract terms not specified in the Proposing Documents. Any changes from the Pitkin
County standard form contract may result in a delay in the issuance of a Notice to Proceed in order to obtain any necessary County Attorney review of changes from the standard form. Proposer agrees that any such delays shall not be grounds for either additional compensation
or an extension of time to complete the work that is the subject of the Proposal. 9. If any contract awarded as a result of a Proposal extends beyond the calendar year, nothing
herein shall be construed as an obligation by the County beyond any amounts that may be, from time to time, appropriated by the County on an annual basis. It is understood that payment under any Contract is conditional upon annual or supplemental statutory
appropriation of funds by said governing body and that before providing services, the Proposer, if he/she so requests, will be advised as to the status of funds appropriated for
RFP 235.22 Rev. 2021.10.11 CDD Budget Line Item #: 10014100.531000.10120
19
services or materials and shall not be obligated to provide services or materials for which funds have not been appropriated.
Rev. 2022.6.21 CDD
RFP # 235.22
ADDENDUM # 2
Date: September 20, 2022
TO: All Parties of Interest for the Equity, Diversity, and Inclusion (EDI) Assessment and
Implementation Plan Services for Pitkin County, Colorado.
This addendum is issued in response to inquiries received and/or to clarify details regarding
the Equity, Diversity, and Inclusion (EDI) Assessment and Implementation Plan Services for Pitkin County, Colorado Request for Proposals.
The following responses and/or clarifications are hereby adopted as Project Documents and, where applicable, supersede or are in addition to any previously issued documentation or
communication.
1. Question: Could you share more on what is the motivation behind / what is initiating the project?
o Response: Pitkin County recently conducted a series of listening sessions
with staff and one of the primary themes that arose from that feedback was the need for the County to address inequities and create a more inclusive environment across the entirety of the organization. In addition to hearing this feedback, Pitkin County leadership is aware of national trends and best practices for local governments to address EDI work in a meaningful way for
the success of the community we serve.
The COVID-19 pandemic also illuminated many gaps that needed to be addressed in order for our organization to be able to effectively serve everyone in our community. While some improvements have been made, we recognize that additional work is needed for all of our County departments to
understand the need for integrating EDI values into our work and ensuring equitable access to internal and external services for all staff and community members.
2. Question: Does Pitkin County believe that it has any existing documents or data that could be shared and reviewed after selecting a contractor that is particularly relevant to this
project? What might that information be? In other words, has any frontend DEI work been completed that might be useful as reference when ramping-up the project?
Rev. 2022.6.21 CDD
o Response: The majority of previous work has been conducted by specific
departments and the data collected from individual departments including both quantitative and qualitative data can be shared with the selected contractor. In addition, the County conducted organization-wide listening sessions in late 2021 and early 2022. The results and feedback from those
sessions can also be shared.
3. Question: What is the range of data gathering methods that Pitkin County would consider to be required, preferred, not preferred, or possibly unacceptable for this project (e.g., interviews, focus groups, surveys, exiting document reviews, ethnographic observations, etc.)?
o Response: The County prefers a mix of all types listed above and feels
strongly that small group interviews and all employee surveys must be included in the mix. If possible, we would also like to be able to offer staff the option to provide input in Spanish, regardless of the method used.
4. Question: Section III.2.b Scope of Work. Task 2: EDI Implementation Plan requests,
“A recommended structure for sustainability of implementation, including a staffing plan to
ensure EDI work is embedded in the organization” There are a number of ways that our team has posited the request for a staffing plan could be interpreted, the hiring of a Chief Diversity Officer and/or EDI support staff, integrating EDI practices into existing recruiting and hiring practices to ensure equity in future decision making, and integrating affirmative actions into
existing recruiting and hiring practices to quickly bring staff demographics into alignment
with local, state, or national demographics so that the county staff is more representative of the community. We are asking for clarification as to the County’s intent in regard to the staffing plan request.
o Response: The intention of this request is to acquire an implementation plan
that is complimented with an understanding of the recommended resources that will be required to successfully implement the plan. The County anticipates this ‘staffing plan’ will include both the steps necessary to integrate policies and practices into the organization as well as the potential need to hire additional staff and/or adjust current job descriptions to fill roles
that are not currently in existence. Increasing staff capacity to support the County’s EDI work could be structured through a centralized approach (e.g., a Chief Diversity Officer for the County) and/or a decentralized approach (e.g., at least 1 staff of every department has a position that has some time devoted to EDI work) and the County will look to the recommendations of
the contractor to inform those decisions.
5. Question: Has the county addressed DEI previously in the County government, the schools and the healthcare system?
o Response: Although some individual County departments and other community organizations (schools and other local governments) have
pursued discreet EDI initiatives, this RFP signifies the first County-wide assessment of both the internal County culture as well as the policies and procedures for service delivery to the community.
Rev. 2022.6.21 CDD
6. Question: Have any recent events (locally or nationally) influenced an interest/call
for proposals?
o Response: Much like other local governments, Pitkin County began to first feel the responsibility to more meaningfully address EDI topics in the wake of the murder of George Floyd in the spring of 2020. Other national events
have contributed to the County’s continued exploration of these topics. In
late 2021 and early 2022, the County conducted listening sessions with employees and the need to more meaningfully and transparently assess the EDI landscape was a common theme in the feedback from those sessions.
7. Question: Who would be the lead representing Pitkin County in collaboration with
the Contractor DEI Consulting Team?
o Response: Pitkin County has assembled a team of employees, representing different lived and learned experience as well as different positions across the organization. This team is led by the Community Resiliency Manager in the County Manager’s Office. This team will be responsible for selecting the
final contractor and overseeing the contract and all related activities.
8. Question: Although we understand there are options for virtual and in-person training and consultation, how much in-person consultation is anticipated, or desired?
o Response: Planning meetings and similar types of activities can be virtual. While it is ideal to offer a variety of in-person opportunities for staff and
board members to engage with the consultant team, Pitkin County recognizes
that budget constraints may limit the total amount of in-person time. We also have staff across different departments with varying work schedules (e.g., day shift vs night shift) so having some elements of the work that are designed to be self-paced (e.g., emails and surveys that can be reviewed at
any time or online courses that can be taken at anytime) combined with flexible options for in-person work (e.g., daytime and nighttime focus group options for the assessment) would help provide inclusive engagement opportunities.
9. Question: Since Aspen and most of Pitkin County are significant travel destinations,
is it anticipated that business leaders will be involved in the DEI effort?
o Response: At this time, the assessment and engagement activities should be focused on Pitkin County employees and members of the elected boards and commissions.
10. Question: What is the travel policy in contracting with Pitkin County?
o Response: Pitkin County does not have a system-wide policy for contractor travel. Please include your company’s travel policy as part of your proposal for the selection committee’s assessment.
11. Question: Understanding the contract term begins 24 October 2022, does the County anticipate starting the actual DEI engagement, in 2022 or 2023?
o Response: Engagement with employees and board members can begin in 2023 if the remainder of 2022 is used to plan for those activities and assess existing data.
Rev. 2022.6.21 CDD
12. Question: What has motivated Pitkin to initiate the Equity, Diversity, and Inclusion
program?
o Response: Pitkin County recently conducted a series of listening sessions with staff and one of the primary themes that arose from that feedback was the need for the County to address inequities and create a more inclusive
environment across the entirety of the organization. In addition to hearing
this feedback, Pitkin County leadership is aware of national trends and best practices for local governments to address EDI work in a meaningful way for the success of the community we serve.
The COVID-19 pandemic also illuminated many gaps that needed to be
addressed in order for our organization to be able to effectively serve
everyone in our community. While some improvements have been made, we recognize that additional work is needed for all of our County departments to understand the need for integrating EDI values into our work and ensuring equitable access to internal and external services for all staff and community
members.
13. Question: Is the County subject to legal action where this project is to cure claims or settlements?
o Response: No
14. Question: What is the funding source of this project (grant, county general funds,
other)?
o Response: County general funds
15. Question: What is the expected budget amount for the project?
o Response: The County is aware of a wide range of costs associated with this work in our peer organizations, which has led the County to hold off on
setting a budget for this project until after proposals are received and evaluated. The County anticipates that the budget range will fall between $50,000 and $125,000.
16. Question: Does the County have specific focus areas to address, such as LGBTQIA,
race, or other topics or is this a holistic approach?
o Response: Holistic approach
17. Question: How many total training days for in-person learning does the County envision as being necessary for the current 371 employees in the various departments?
o Response: This total number is depending on the assessment and what the
contracted team recommends is necessary for successful implementation of the recommendations.
18. Question: Does the County have a set number of coaching hours in mind for one-on-one coaching? Is this coaching expected to be in-person or virtual?
o Response: This coaching can be offered as a mix of in-person and virtual.
The number of hours should be dependent on the assessment and what the
Rev. 2022.6.21 CDD
contracted team recommends is necessary for successful implementation of
the recommendations.
19. Question: What are the titles of employees that will be expected to participate in the one-on-one coaching?
o Response: A specific number of individuals has not been identified. The
particular individuals should be dependent on the assessment and what the contracted team recommends is necessary for successful implementation of the recommendations. At the minimum it would include the following:
County Manager
Deputy County Managers (2)
Relevant Department Directors (up to 17)
20. Question: How many individuals will require one-on-one coaching?
o Response: A specific number of individuals has not been identified. The
particular individuals should be dependent on the assessment and what the
contracted team recommends is necessary for successful implementation of the recommendations. At the minimum it would include the following:
County Manager Deputy County Managers (2)
Relevant Department Directors (up to 17)
21. Question: How many group settings will the vendor be responsible for setting up coaching sessions to support? Is this expected to be in-person or virtual?
o Response: These sessions can be a mix of in-person and virtual. The number
of sessions should be dependent on the assessment and what the contracted team recommends is necessary for successful implementation of the recommendations. Or use past experience from other similar organizations to determine what might be required.
22. Question: Is the County seeking vendors to reply to this RFP with a time and
materials cost or firm fixed price cost?
o Response: The County is seeking a separate plan and associated cost for each phase of the RFP. Within those phases, each task can be planned and budgeted separately if the contractor chooses to organize their proposal in that manner.
23. Question: As the County seeks to mitigate its carbon footprint, will the County conduct interviews with vendors as described in B. Time Schedule, from page 8, in-person or virtually?
o Response: Virtually
24. Question: In accordance with The Freedom of Information Act, we request the pay
rate of the current contractor, if there is one in place, serving this contract.
o Response: There is not one in place currently
Rev. 2022.6.21 CDD
25. Question: Is there a preferred amount of hours (or range) for coaching and training?
o Response: The number of hours or amount should be dependent on the assessment and what the contracted team recommends is necessary for successful implementation of the recommendations. Or use past experience from other similar organizations to determine what might be required.
Thank you for reviewing this Request for Proposals and for your willingness to pursue business opportunities with Pitkin County. Should you require any additional clarification regarding the Project or this Addendum, please contact Procurement@PitkinCounty.com .
Proposal
SEPTEMBER 23, 2022
RFP #235.22
Equity, Diversity, and Inclusion Assessment and Implementation Plan
PITKIN COUNTY, COLORADO
Submitted by:
DR. LAMONT BROWNE
VICE PRESIDENT, DEI SOLUTIONS
4320 West Kennedy Boulevard Suite 200
Tampa, Florida 33609
888.302.0899 lbrowne@mgtconsulting.com
MGTCONSULTING.COM
PITKIN COUNTY, COLORADO
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND IMPLEMENTATION PLAN
SEPTEMBER 23, 2022
Table of Contents
COVER LETTER ................................................................................................................ 1
PROPOSED APPROACH & METHODOLOGY ..................................................................... 2
PROJECT UNDERSTANDING ............................................................................................. 2
METHODOLOGY ............................................................................................................... 3
STAKEHOLDER ENGAGEMENT ......................................................................................... 3
PROJECT MANAGEMENT AND QUALITY ASSURANCE ...................................................... 4
PROPOSED WORKPLAN .................................................................................................... 5
PROJECT SCHEDULE ....................................................................................................... 13
STATEMENT OF QUALIFICATIONS ................................................................................. 14
MGT HISTORY AND ORGANIZATION STRUCTURE .......................................................... 14
EXPERIENCE OF FIRM AND PERSONNEL ........................................................................ 15
WORKFORCE AND ORGANIZATION ................................................................................ 16
DEI PROJECT EXPERIENCE .............................................................................................. 18
STATE OF COLORADO EXPERIENCE ................................................................................ 20
PROJECT TEAM QUALIFICATIONS .................................................................................. 21
REFERENCES ................................................................................................................. 22
PROPOSAL FORM ......................................................................................................... 23
LIST OF SUBCONTRACTORS .......................................................................................... 24
FEE SCHEDULE .............................................................................................................. 25
APPENDIX I: TEAM RESUMES ........................................................................................ 26
APPENDIX II: WORK SAMPLES ...................................................................................... 33
APPENDIX III: ADDITIONAL CONSULTING SERVICES ...................................................... 35
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 1
Cover Letter
September 21, 2022
Procurement 530 E. Main Street, Suite 302 Aspen, CO 81611
To Whom It May Concern:
MGT of America Consulting, LLC (MGT) is grateful for the opportunity to present this proposal to the Pitkin County (County) in response to the request for a Equity, Diversity, and Inclusion (EDI) Assessment and Implementation Plan. For more than 48 years, MGT has worked with city, county, educational institutions, and statewide agency clients in the areas of EDI, human
capital, evaluation, strategic planning, organizational assessment, and financial planning. Having conducted over 230 studies related to advancing the tenets of diversity, equity, inclusion, access, and opportunity for all, our team of seasoned professionals offer the expertise and knowledge to exceed your expectations in conducting this project for Pitkin County.
MGT is thoroughly familiar with issues related to EDI faced by local and state municipalities as
well as small and large organizations in today’s politically charged environment. MGT’s considerable experience provides a distinct advantage in facilitating a best-in-class EDI study, customized to the specific need, culture, and goals of the County in order to produce effective and practical deliverables that lead to meaningful and sustainable impact.
While we are nationally recognized, our team is also experienced with issues related to EDI and
organizational improvement throughout the State of Colorado. MGT has a successful track record of performing various services for a diverse array of public sector clients across the State and the project will be led by Dr. Lamont W. Browne, a Colorado resident who has a record of success working throughout the state. We are excited about the opportunity to work with the Pitkin County to provide these important services and look forward to further discussion about this engagement.
I confirm that all of the information and data submitted are true and complete to the best of my
knowledge and the offer outlined in this proposal will be held firm for sixty (60) days. If you have questions concerning any aspect of this proposal, please contact Dr. Lamont Browne at 215.221.4718 or LBrowne@mgtconsulting.com.
Sincerely,
Patrick Dyer Vice President Authorized to bind the firm
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 2
Proposed Approach & Methodology
Project Understanding
Pitkin County is seeking the provision of equity, diversity, and inclusion assessment, goal setting,
and an implementation plan to enhance the County’s culture and experiences of its most important stakeholders – its staff and residents. The County is interested in working with an experienced DEI consultant who excels at organizational improvement, strategic plan development, and capacity building to support the County’s DEI efforts. The County is specifically looking for a firm that
specializes in providing DEI consulting as a core business function. The DEI consulting team at
MGT surpasses this expectation with broad experience and capabilities to successfully conduct this project. We will perform this work with understanding of the following:
The County desires to infuse equity, diversity, and inclusion culture, practices, and intentionality into Pitkin’s everyday operations, service delivery, and organizational
approach.
The project consists of two primary tasks: Equity, Diversity, and Inclusion Assessment and Goal Setting and an Implementation Plan
Effective DEI work requires a holistic approach and a strong commitment of the Board, dedication from internal leadership, meaningful staff participation, and external support.
The County is committed to becoming a more inclusive community and a DEI leader in
the public sector.
We understand that the County desires to become a stronger equity-focused organization with a culture of inclusion that drives decision-making and encourages a welcoming and supportive working environment for all its stakeholders The County seeks a consultant to work with County
employees at all levels and with boards and commissions, including members of the Board of
County Commissioners to assess the current equity, diversity, and inclusion baseline of both the organization’s internal practices as well as delivery of services and interactions with the community. MGT is well suited to meet this need. MGT understands the importance of this work and its place as a tool for the County to develop an effective strategy and plan that will drive
positive and impactful change. After conducting a thorough assessment and goal setting, we will
develop an implementation plan to provide an actionable roadmap for the County to work toward achieving the County’s stated goals. We will identify select equity indicators working alongside the County’s project team, identify pertinent and applicable best practices that will benefit the County, and create an Implementation Plan that is meaningful and actionable with lasting impact
driven by industry-leading best practices and customized to the specific culture and values of the
Pitkin County community.
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 3
Methodology
MGT’s methodology is premised on experience working in various types of communities across
the United States addressing equity and inclusion; and this experience is critical to the success of this project. MGT’s qualifications in equity audits, organizational culture, strategic planning, program evaluation, change management, human services delivery systems, and other areas has enabled MGT to develop a level of sensitivity to the issues that are at the focal point of this study.
We do not believe in a one-size-fits-all approach. We understand that every organization and
community is different and even within an organization perspectives and feelings of belonging can vary wildly based on mindsets, biases, expectations, and lived experiences. With this understanding, MGT customizes its approach to meet the specific needs of the organization, ensuring that every work product, meeting, action, and deliverable is conducted in alignment with
the unique culture and specific goals of the County.
Stakeholder Engagement
MGT believes in deep, genuine, and authentic community engagement that empowers all key
stakeholders specifically those from historically underrepresented, underserved, or marginalized
communities. It is not a practice to merely keep the public informed – rather it is an approach to honor the voices of people who understand and care about the success of the County. Stakeholder feedback should represent all facets of the organization and our approach ensures that all voices are elevated despite historical trends of discrimination or marginalization. Elevating all voices
ensures that all perspectives are heard, the right analysis is conducted, and the most ideal
recommendations are considered, and it provides the opportunity for community-wide buy-in to the County’s plan of action for elevating equity.
We understand that different people regardless of their demographic affiliation can have wildly different experiences and perspectives and as such, we act with empathy, sensitivity, and grace in
providing the space for people to feel safe and motivated to share feedback while authentically engaging in the project.
MGT proposes to conduct a comprehensive qualitative assessment using a variety of means to ensure maximum participation and diverse feedback. We will launch a voicemail and email inbox system that stakeholders will be invited to use to share their perspective on DEI across the
organization. Additionally, we will utilize a system-wide survey and targeted focus groups to solicit feedback on experience and perspective. To increase the opportunity for community participation, MGT can complete or enhance this activity through virtual means such as Zoom or Microsoft Teams meetings or in person as appropriate.
Statistical Significance
Our approach to participant feedback survey facilitation ensures that the quantitative data derived from our stakeholder engagement efforts are statistically significant. We understand the importance that data gathered during our stakeholder engagement process should reflect the County’s staff and community. We would strive to solicit feedback from a from a representative
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 4
sample of staff to give us a confidence level of no less than 95%. With clients the size of Pitkin County’s staff, we have been successful and gaining feedback from 80%-90% of employees.
Information and data gathered from the staff survey, interviews, focus groups, and discussions with the County’s leadership and elected and appointed officials will be used to support the
development of a strategic plan for DEI. Generally, the strategic planning process includes
revisiting the current statements of the County’s mission and vision with respect to DEI, aligned to the County’s overall mission and aimed at driving strategic areas of focus and goals (e.g., workforce diversity, workplace inclusion/belonging, sustainability), objectives, and strategies in appropriate sequence and timeframe.
Project Management and Quality Assurance
MGT uses proven project management methodologies, to ensure we deliver project results that are
on time, on budget, and meet or exceed client expectations by identifying the most effective long-
term, decision-making solutions.
Throughout the project, we will maintain frequent, transparent, and authentic communication
with the client to avoid
surprises or conflict. Our lead project consultants will be primarily responsible for quality assurance. Our project
team will be in regular contact
with the Project Executive, providing regular project status updates and bi-weekly status calls to provide a summary of
progress and to address any
risks or variances from the planned schedule.
Quality Review through Compara�ve Variance Analysis
Timely Performance
Responsiveness and
Flexible to Client Concerns
Communica�onThroughout the Project Lifecycle
Assignment of Quality Staff
Ini�al Project Planning
Sa�sfied Client
With Quality
Product
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 5
Proposed Workplan
Phase 1: EDI Assessment
Task 1.0: CLIENT ENGAGEMENT & BEST PRACTICES REVIEW
1.1 Project Kickoff
MGT will facilitate an initial meeting for key members of the project team to meet each other, identify desired communication strategy, ensure mutual understanding of the project goals and outcomes, identify potential barriers, and establish consensus regarding activities, timelines, deliverables, and mutual expectations.
Deliverables
Finalized work plan and project schedule
Description of deliverables
Identification of key stakeholders, engagement expectations, responsibilities, and project
roles
Logistics for project management meeting schedule, agenda, and reporting protocols
List of potential stakeholders who might advise the project and provide valuable insight
1.2 Client Engagement
MGT prioritizes effective communication with our clients to maximize trust, clarity of project
progress and action steps, and ensure timely and successful execution of all components of the
project. Regular collaborative engagement in a manner that meets our clients’ availability and interest allows mutual certainty that all aspects of our work align with the organization’s mission and ultimate goals.
Deliverables
Facilitation of regular (weekly, bi-weekly, or monthly) meeting agendas and minutes
Meeting documents including PowerPoint presentations and related materials
Documentation of decisions made, action steps, responsibility matrix, and deadlines
1.3 Best Practice Landscape Analysis
MGT will provide an overview of what is considered industry standard DEI best practices that
have been utilized in similar organizations with an overview of successes and lessons learned
regarding EDI initiatives. This work will help you understand what general best practice is and may inform the potential recommendations that will follow.
Deliverable
Written draft chapter of industry-leading best practices in EDI initiatives
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 6
Task 2.0: ORGANIZATIONAL ASSESSMENT
MGT will conduct an assessment of the organization to determine strengths, weaknesses, EDI
understanding, and readiness to embrace and infuse EDI through all levels of the organization’s structure and operations. This will involve an analysis of quantitative and qualitative data and other information to ensure a comprehensive understanding of the state of the organization.
MGT uses several tools to effectively execute our organizational assessment. In order to identify
the strengths, weaknesses, opportunities and threats to diversity, equity, and inclusion, MGT
operationalizes a policy analysis rubric. Our rubric is rooted in a historic understanding of systemic racism and focuses on hiring, pay and promotion transparency, antidiscrimination, antiharassment, benefits, and good faith efforts. MGT also analyzes EEOC data collected by County through a combination of SPSS a statistical analysis software, the R language for data manipulation, and
spreadsheet to organize and clean data.
2.1 Analysis of Data, Policy, and Practice
MGT will work with the County’s project leadership to establish a comprehensive list of data, documents, policies, and practices to be included in the equity audit. Each of these will be strategically organized for effective assessment by our expert consultants. This assessment will
include analysis of internal polices with special emphasis on the impact of policies and practices on people from historically marginalized demographic groups. An equity lens will be applied to our analysis of the following topics:
Hiring and Development o Employee and leadership demographics
o Organization recruitment, hiring and promotion practices
o Barriers to recruiting, hiring, and retaining a diverse workforce o Development opportunities and investment into employee growth
Internal Culture o Identification of policies and practices that have a disparate impact on people from
historically marginalized communities
o Identification of policies and practices that are contributing to the success of people from historically marginalized backgrounds
EDI Readiness o Evaluation of leadership racial equity acumen and sensitivity
o Impact of staff and leadership self-awareness and implicit and explicit bias on organizational culture and the employee experience
Compensation & Benefit Transparency o Transparent communications around seniority, pay-scale, and promotion requirements
o Equity of benefits package
Human Resources Policies o Anti-discrimination o Formal and informal resources for employees o Harassment & Retaliation
o Good Faith Efforts
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 7
Deliverables
Comprehensive set of policies, practice, documents and data points for review and analysis
A written analysis of existing organizational strengths and gaps with clear
recommendations on how to best build upon strengths that will enhance equity throughout
the organization and for its stakeholders
2.2 Employee Outreach Plan
MGT will design and administer a set of protocols to garner insight of staff and leadership perspective regarding organizational culture, equity in the workplace, and the employee
experience. To maximize awareness of the County’s commitment to equity, build interest and
motivation to engage in the organization’s EDI-related vision and this assessment, we will create an internal staff outreach plan to boost authentic engagement. This staff outreach plan will provide a strategic road map for informing staff of the importance of their participation.
Deliverable
Staff Outreach Plan to maximize awareness and motivation for internal stakeholders to
engage in the feedback portion of the equity audit
2.3 Employee Engagement
MGT will design and administer a set of protocols to garner insight of staff and leadership perspective regarding organizational culture, equity in the workplace, and the employee
experience. Upon completion, we will evaluate all insight collected to ensure representative
participation from all stakeholder groups and re-administer with targeted outreach if necessary.
Deliverables
Focus Group Interview Guide and Protocol
Organizational Assessment Equity Survey
Quantitative and Qualitative analysis of survey results
2.4 Engagement with Pitkin Elected and Appointed Officials
MGT will conduct a 1:1 interview with County of Pitkin political leaders to gain their collective perspective on the culture within the County as an organization and as a community at large.
Deliverables
Political Official Interview Guide
Elected Official Interview Guide
Written summary of interview findings
2.5 Pitkin County EDI Assessment Report
The assessment concludes with the delivery of a report and presentation that provides a
comprehensive synopsis of what was learned in the assessment, as well as our observations and
recommendations from internal and external stakeholders. Ultimately, the EDI audit is intended to
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 8
be used to drive the design and successful implementation a comprehensive multi-year EDI Action Plan that elevates equity through all aspects of the organization’s policies and practices.
Deliverables
Written delivery of final report: The Current State of EDI at Pitkin County
Comprehensive list of recommendations for prioritization of actions to take to elevate
equity, access, and opportunity for Pitkin County employees and stakeholders
2.6 Presentation of Findings SWOT Analysis, and Recommendations
Our team will deliver an oral presentation of the project methodology, findings, recommendations, and suggested action plan to Pitkin County leaders to ensure widespread understanding and
internalization of strengths, gaps and improvement actions needed to meet the goals and
performance expectations of the organization.
Deliverables
Oral presentation of final report
Presentation materials including PowerPoint and related documents
The MGT DEI team also has the capacity to conduct an external assessment of external-facing policies and practices with input from Pitkin County residents and community leaders. For more information on this optional scope of work that is outside what was sought in the RFP, please
review Appendix III for the Community Landscape Analysis.
Phase 2: EDI Implementation Plan
Task 3.0: EDI ACTION PLAN
3.1 Future Envisioning Analysis
MGT will design and facilitate a workshop with a representative sample of the organization’s leaders to conduct future envisioning focused on building themes and initiatives around the desire
for the state of equity across the organization. This work will result in the identification of a “North
Star” for the organization to strive to become which will drive the work of the EDI Action Plan.
Deliverables
Future Envisioning Workshop
EDI Goals for Pitkin County
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 9
3.2 Development of EDI Action Plan
The North Star established during the future envisioning analysis will inform the development of a EDI Action Plan that includes goals, metrics, actions, owners, deliverables, timelines, and accountability measures to ensure the implementation of best practices that are strategically
designed to meet the highest leverage needs of the organization (e.g., workforce diversity,
workplace inclusion/belonging, sustainability). Material gathered from the survey, interviews, and focus groups will drive development of a strategic roadmap for advancing DEI within the organization. MGT will facilitate a series of workshops with a diverse set of the organization’s leaders to collaboratively build the EDI action plan.
Deliverables
Written action plan document
Development of a shared organizational goal and public EDI statement
3.3 Implementation Strategy for EDI Action Plan
MGT believes that the quality of a plan (EDI Action Plan) is inextricably tied to the quality of its
delivery (Implementation Strategy). With this as our guide, we are committed to supporting Pitkin
County with meaningful support of all facets of implementation of the EDI Action Plan. This may include facilitation of a meeting to share the plan with employees, conducting implicit bias and sensitivity training to staff and leadership, creating an annual progress tracking and assessment tool, designing an ongoing community task force, and/or creating a EDI Playbook that includes a
set of best practices and a guide for creating and maintaining an equity-driven culture.
Deliverables
Implementation framework that assigns responsibility, accountability, resource allocation, key milestones, and dates for each strategic action
Detailed implementation plan inclusive of a strategic implementation timeline
Other materials as determined in collaboration with the County leadership team
potentially including items such as a community outreach plan, suggestions for website redesign, 1:1 executive coaching needs, and set of training topics, objectives, and agenda
Task 4.0: EDI EDUCATION AND TRAINING PLAN
MGT believes that high quality staff training can elevate and accelerate the County’s commitment to promote and sustain a culture of diversity, equity, and inclusion. Dr. Browne, the project’s
executive has nearly two decades of experience designing meaningful, practical, and participant-centered training that meets staff where they are, while engaging them in fun, thought-provoking activities, conversations, initiatives that challenge people in a way that is inclusive, empathetic, patient, and understanding, with a sense of urgency. We believe that A) Learning is most effective when participants engage in multiple “at-bats” to practice what they’ve learned and B) Impact is
maximized when learning is translated into action. To this end, each session will be composed of training facilitation, live practice, and action planning.
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 10
A key differentiator that separates MGT’s adult learning approach from other companies is the critical marriage between content knowledge and pedagogical expertise. While many consultants and trainers are competent in what participants need to learn, very few are skilled in the art of instruction
and adult learning. Our training team includes DEI content experts as well as instructional
specialists who are adept at delivering engaging sessions that create a safe space for participants to be honest, respectfully critical, self-reflective, and driven to maximize impact.
4.1 EDI Decision Point Guide
In order to ensure that policy changes, budget development, and other key decisions are made with DEI in mind, we will create a customized EDI Decision Guide which will serve as a tool that the County can use to apply a DEI lens to actions taken by leaders. This will ensure a general ‘best
practice’ type of approach for leaders to use in the decision-making process.
Deliverables
A 1-2 page EDI Decision Point Guide
Training on how to use the Decision Point Rubric with a practice case study (optional)
4.2 EDI Playbook
MGT will create a succinct implementation guide based on a collection of peer-inspired, research
proven, and innovative strategies on EDI best practices in an easy-to-read and digestible fashion for County leaders to understand, learn from, and implement. We will establish a clear guide for what it means to function with a racial equity lens that drives EDI-driven policy, practice, funding, staffing, and operational decisions. MGT will socialize all content for understanding and
preparation of implementation, providing technical support as needed.
Deliverables
Comprehensive EDI playbook that includes direction on what to do, how to do it, and what success looks like to be an EDI-driven organization
Clear definition and strategy for operating with an equity lens
EDI-Driven decision-making protocols
4.3 Evaluation of Staff Training Needs
MGT will use the EDI Action Plan progress assessment, past learning experiences, and solicited information from staff and leaders to determine ongoing EDI training and/or executive coaching needs. This will inform the design of ongoing training opportunities for new or existing employees
that are necessary to support ongoing and future EDI efforts.
Deliverables
Summary report of staff, leadership, and Board training needs
EDI training topics, summary, objectives, and intended outcomes
Training delivery schedule with locations and participant list
The MGT
Difference
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 11
4.4 EDI Executive Coaching & Training
MGT will design and facilitate individual coaching and team and organizational wide training on pertinent EDI topics. Because we believe in making ourselves obsolete, we design our session in a way that allows our clients to own their learning. Our train-the-trainer materials will be shared
with County leadership so that they can continue training new and existing employees to have
greater self-awareness of their biases, implicit or otherwise, know how to function with an equity lens, and act in a manner that provides a sustainable culture of EDI throughout the organization for years to come.
Deliverables
1:1 executive coaching for current and aspiring leaders on industry leading and
innovative EDI practice
EDI training materials including but not limited to participant guide, presentation slides and videos, and facilitation guidebook
Train-the-trainer materials that allows the County to own the learning and continue the
learning journey with meaningful impact last after the MGT contract is complete
Participant satisfaction surveys and survey results for each training session (results to be used to drive alterations and improvements the quality and impact of future sessions as well as to hold MGT accountable to exceptional performance).
Training sessions to include the following topics as well as the topics and session
descriptions listed on the following page.
Implicit Bias: Meaning, impact, and how to recognize and manage it
Community Engagement: Best practices for soliciting public input from hard-to-reach populations
Systemic Racism: What is it and how to recognize it
Micro-Aggressions: How to recognize them and respond appropriately when
encountering them
Cultural Awareness and Inclusion: How to understand and create a safe space for people from different backgrounds so they feel ling they belong on the team or in the organization
Gender Identity and Sexual Orientation: Select topics on the importance of
LGBTQIA+ representation and effective inclusion strategies
Avoiding Ableism: Provide leadership with strategies to attract, retain and support people living with various disabilities
Neurodiversity: Understanding the needs of neurodiverse populations and how to
include and maximize neurodiverse members of the team.
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 12
EXAMPLE OF PROFESSIONAL TRAINING OPTIONS
Exploring the Benefits of an EDI-Driven Organization
Description: Organizations that genuinely and meaningfully focus on employing a diverse staff and establishing and sustaining a culture of equity and inclusion experience significant improvements in employee engagement and retention, service delivery, financial health, and
student success and satisfaction. This session will examine the benefits of being a DEI-driven
organization.
Objectives: Participants will be able to…
• Increase awareness and sensitivity to diversity, equity, and inclusion and its impact on people in society and in the workplace
• Demonstrate the knowledge and understanding required to create a welcoming and inclusive environment across the organization
• Articulate how a focus on DEI can improve outcomes for employees and citizens
Creating a Culture of Awareness and Inclusion
Description: While subject matter expertise is important, effective leaders also possess ever-growing cultural awareness that allows them to understand the motivations and sensitivities of others so that all stakeholders of the County can feel safe, cared for, and comfortable being
authentic.
Objectives: Participants will be able to…
• Understand and articulate how political, cultural, social, and economic issues affect teams, organizations, and society
• Identify the impact of bias in the workplace and communicate strategies to create a safe and objective environment
• Self-assess and acknowledge their personality traits and leadership style and the impact it has on their team’s culture and employee experience
Maximizing Diversity and Difference
Description: This session will enhance the capacity of senior leaders to have the awareness to understand difference, value diversity, and create a culture of inclusion so that all employees and key stakeholders feel emotionally safe, respected, and comfortable being authentic in the
workplace.
Objectives: Participants will be able to…
• Explain the importance of developing and sustaining various types of diversity on employee teams
• Understand and articulate how implicit bias impacts people effectiveness and team success
• Identify and execute strategies that foster a culture of inclusion and ensure an emotionally safe environment for all employees
• Model and hold people accountable for ensuring fair treatment and opportunity for employees.
PROPOSED APPROACH & METHODOLOGY
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 13
Project Schedule
MGT prides itself on excellent service that leads to client satisfaction, and we know that timeliness,
efficiency, and cost effectiveness is key to this end result. Our project team routinely completes projects within budget when the scope of work does not change from the agreed upon contract.
WORK TASKS 2022-2023
Nov. Dec. Jan. Feb. Mar.
Phase 1: EDI Assessment
Task 1: Client Engagement & Best Practices Review
1.1 Project Kickoff
1.2 Client Engagement
1.3 Best Practice Landscape Analysis
Task 2: Organizational Assessment
2.1 Analysis of Data, Policy, and Practice
2.2 Employee Outreach Plan
2.3 Employee Engagement
2.4 Engagement with Pitkin Elected and Appointed Officials
2.5 Pitkin County EDI Assessment Report
2.6 Presentation of Findings, SWOT
Analysis, and Recommendations
WORK TASKS 2023
Apr. May Jun Jul. Aug.
Phase 2: EDI Implementation Plan
Task 3: EDI Action Plan
3.1 Future Envisioning Analysis
3.2 Development of EDI Action Plan
3.3 Implementation Strategy
Task 4: EDI Education & Training Plan
4.1 EDI Decision Point Guide
4.2 EDI Playbook
4.3 Evaluation of Staff Training Needs
4.4 EDI Executive Coaching & Training
STATEMENT OF QUALIFICATIONS
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 14
Statement of Qualifications
MGT History and Organization Structure
MGT of America Consulting, LLC (MGT) began operations in 1974 as a public sector research firm and has
expanded its consulting capabilities and client offerings
over the years. We are a national consulting firm specializing in assisting public sector clients to operate more efficiently and effectively. A significant portion of MGT’s work is repeat business, reflecting a high level of
customer satisfaction in our ability to provide exceptional
professional services.
MGT has acquired a keen understanding of the structures, operations, and issues facing public agencies. This understanding comes from over 48 years of extensive
experience providing financial and management consulting
services to state and local governments, and the prior work experience of our consultants. We are not the biggest, oldest, or highest profile consulting firm; just the best for combining firm qualifications and consultants’ expertise in
diversity, equity, and inclusion (DEI) with the needs of
cities, counties, and state agencies.
Prior to working as consultants, many of our 300 employees worked in public sector agencies as managers and staff. This inside knowledge and understanding of government
give our consultants an ability to hit the ground running
from the very start of a project. MGT consultants understand what it means to work within constrained timelines, and the need to produce a product that concisely and clearly articulates findings and results.
MGT of America
Consulting, LLC is a financially stable national consulting firm with local offices and 300+ staff
throughout the country.
Founded in Florida in 1974 as a public-sector research firm, MGT has always taken pride in providing fiercely
independent analysis and
thoughtful advice to all our clients.
MGT Consulting is a privately held and quickly
growing limited liability
company with a deep roster of experienced management consulting experts and national resources. This
ownership structure creates
a mindset that permeates through every MGT owner: we change the communities we serve – for good.
STATEMENT OF QUALIFICATIONS
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 15
Experience of Firm and Personnel
MGT has successfully delivered more than 20,000 projects through a careful balance of addressing the immediate needs of our clients, while maintaining the vision and direction towards their long-term goals and monitoring industry best practices. Some of the services MGT has
delivered are listed below:
Audits | Business Process Reengineering | Communications and Marketing Consulting |
Community Collaboration | Costing Services Demographic Studies | Disparity Studies
Diversity, Equity, and Inclusion Studies | Efficiency and Effectiveness Reviews
Facilities Planning and Analysis | Facility Master Planning | Financial Analysis | Fiscal
Impact Studies and Models | Funding Studies and Models | Geographic Information Systems
Human Resource Consulting Services | It/Cyber Security Consulting | Market and Opinion Research | Needs Assessments Organizational/Management Reviews
Performance Audits | Policy Research | Program Evaluation
Program Reviews | Strategic Planning | Training
For nearly 50 years, our ability to excel has been driven by
our expertise, quality, and our commitment to
exceeding client expectations.
Throughout our history, our ability to excel has been driven by our expertise, quality, and our commitment to exceeding client expectations. Part of MGT’s success is based upon our promise
to be flexible and responsive. We are acutely aware of the political, economic, social, and
technological factors that impact today’s municipalities.
MGT strives to make a positive difference in the world and each
community we are fortunate to support. Our DEI practice has equity embedded within every step of our work, including program management and our customized solutions that advance marginalized communities by reducing achievement and opportunity gaps. This is in our work, and we are proud to work
with you toward the goal of ensuring a strong organizational culture that fosters diversity and inclusion for all primary and secondary stakeholders including leadership, staff, and the people served most by Pitkin County
Defined by Impact
STATEMENT OF QUALIFICATIONS
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 16
Workforce and Organization
Diversity is at the core of MGT’s culture. We are not only the firm that helped to start racial and
gender disparity studies but also have experience humbly and confidently going into challenging politically and socially charged environments, such as with the City of Charlottesville city leadership, by providing a road map for addressing community engagement and disproportionality in policing. We live a culture of diversity, equity, and inclusion in not only the work we do, but
we demand it of ourselves. Some examples of MGT’s ability to “practice what we preach” when
it comes to our social impact mission include:
Diverse Executive Leadership Team representation
95% of our Disparity and DEI work include minority business partners
Developing The Institute of Racial Injustice Solutions, a non-profit organization founded to address issues of social unrest
The image below depicts the MGT leadership team, demonstrating how diversity is lived by our
organizational culture.
STATEMENT OF QUALIFICATIONS
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 17
THE MGT CONSULTING
MGT offers an impartial perspective of outcomes and findings. As an independent entity, our only interest is that of our clients. We apply our extensive experience to generating objective practical solutions to advance our clients’ strategic priorities.
MGT understands that lasting and meaningful changes require innovative and bold thinking. We do not shy away from questioning everything from organizational structures and work processes to the very statutes and ordinances that guide the work of an agency or institution. MGT offers useful
recommendations that lead to positive results with sensitivity to social and
political realities that may exist. A significant portion of MGT’s work is repeat business, reflecting a high level of customer satisfaction and our team’s ability to do the job and do it
right.
MGT provides solutions which are specifically tailored to meet the needs of our clients. Our team has an impressive history of providing customized solutions, objective research, and quality services that respond to each client's unique needs.
At the conclusion of an MGT DEI project, our clients exhibit confidence that our
approach is fair and comprehensive, our findings are accurate and informed by
data, and that our recommendations lead to meaningful change that has a
positive impact on the organization and its stakeholders.
STATEMENT OF QUALIFICATIONS
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 18
DEI Project Experience
MGT is one of the premier social impact firms in the country, conducting over 220 studies
related to diversity, equity, and inclusion for cities, counties, school districts, higher education institutions, and non-profit organizations since 1990. Overall, these studies are designed to promote and advance access and opportunity for organizations and their communities to improve the lives and economic outcomes of all people. MGT has provided similar services in a variety of
organizations as described below.
MGT’s work with the City of Battle Creek (MI) was grounded in an equity audit of the human resource and police department policies and practices that to inform the development of a DEI Action Plan with the intention of improving the City’s culture.
MGT is conducting a DEI audit for the City of Riverside (CA) to identify barriers to
DEI and to establish a strategic plan for enhancing equity and inclusion across the
organization.
MGT’s partnership with the County of Sacramento (CA) is designed to assess the state of equity for employees and residents and craft a comprehensive action plan to improve opportunity, access, and success for all people in a manner that reflects the County’s
acknowledgement of racism as a public health crisis.
MGT conducted a Community Equity Profile for the County of Hillsborough (FL). Our public engagement process resulted in more than 300 community members providing insight into barriers across their community and suggestions for improvement. MGT created an Equity Lens Decision guide to drive policy and practice decisions of county
leaders and elected officials.
MGT is conducting an Equity and Inclusion assessment for the city of Shaker Heights (OH) which includes a comprehensive assessment of policy and practice and stakeholder engagement. The project concludes with an Equity and Inclusion Action Plan.
MGT’s work with the City of Charlottesville (VA) following the unrest that put
Charlottesville in the national spotlight included data analysis from three different systems in the City and County to determine whether there were disparities in the adult criminal justice system as well as the facilitation of a series of public conversations.
MGT contracted with the City of Oregon City (OR) to conduct a DEI assessment of
operations and practices and the impact on City staff and residents. Our work entailed
surveying staff, leading focus groups, and facilitating a Community DEI Task Force. The findings of the assessment are used to inform the collaborative development of a multi-year DEI strategic plan.
The Utah Office of Tourism hired MGT to conduct an equity assessment of the
organization which included a pay audit equity. Throughout the partnership, MGT staff
facilitated DEI-related training to the Board of directors, staff, and at the annual Utah Tourism Conference.
STATEMENT OF QUALIFICATIONS
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 19
Strategic Planning Experience
MGT has successfully completed more than 100 strategic plans for organizations across the country.
Texas A&M University AgriLife | Strategic Plan and Digital Education Function Review In partnership with Martin+Crumpton Group, MGT worked with Texas A&M University AgriLife to create an Adaptive Strategic
Plan that enables AgriLife to address and appropriately stage service
line development, space and resource growth, and capability development in alignment with university and community needs, as well as AgriLife’s missions and goals to become a leading voice in agriculture, natural resources and life sciences. Through an in-depth environmental scan, comprehensive constituent engagement, an analysis of strengths,
weaknesses, opportunities, and threats, MGT developed recommendations to guide AgriLife to
become a recognized national leader.
University of Nevada, Las Vegas | Strategic Planning The University of Nevada, Las Vegas (UNLV) College of Education embarked on an initiative to create an institute comparable to the academic
medical center, allowing UNLV to scale up its innovations with real-world
impacts. The primary focus was to translate research to practice by connecting the college’s stellar research with innovative strategies educators can employ to equitably advance both UNLV and PreK-12 student learning and success. The MGT team conducted an Ideation Workshop and a Planning Workshop to collect feedback from stakeholders. We developed an operational model
for the Institution including recommendations on vision, mission, values, and KPI’s.
Florida A&M University | Strategic Planning MGT worked closely with Florida A&M University’s Strategic Plan Work Group over a period of several months
to develop the strategic plan. MGT assisted with all phases
of the strategic planning process including participating in weekly meetings, reviewing, and revising strategic plan priorities, strategic goals, objectives, and performance metrics.
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 20
State of Colorado Experience
The MGT project team is well-versed in matters affecting the State of Colorado as we have years
of significant experience serving Colorado-based clients. Please see a few examples below: MGT conducted a DEI assessment for Arapahoe County that consisted of extensive input and ownership by key stakeholders who not only provided critical input but were led by
MGT in the collaborative design of DEI action plan for the County. Upon conclusion of the
project in August 2022, the County retained MGT for additional services including DEI training for County leaders and commissioners as well as implementation support for the DEI Action Plan that was unanimously approved by the Board of Commissioners.
MGT has been retained by Pitkin County eight times to assist with OMB A-87 Cost
Allocation Plans. MGT conducted a comprehensive disparity study for the State of Colorado, the Colorado Department of Transportation, and the state’s public universities. MGT analyzed each
agency’s procurement practices, conducted a statistical analysis of their spending over a four-
year period, and collected anecdotal testimony from contractors to determine the impact of the agencies’ practices.
MGT conducted a study and analysis of the sizes and economic indicators of small businesses in the Denver metropolitan area to determine the feasibility of modifying the City's small
business enterprise goals ordinance. The study began with a legal review of relevant case
law and a survey of other small business programs to compile best practices. In addition, utilization and availability analyses were performed to determine if disparity existed and utilization goals were necessary for small businesses in the City's relevant market area.
MGT provided two studies for the City and County of Denver: a comprehensive business
disparity study and a registered apprenticeship study. The disparity study involved
determining if and to what extent disparity existed between the utilization of M/W/DBEs and ACDBEs in Denver contracting, procurement, and concessions compared to the availability of firms to perform work.
MGT conducted an 80-hour training program for the City of Boulder, Colorado. This
training program prepares police officers to implement the Reno Model PTO program in
their respective agencies and to gain skills on how to train police training officers on matters such as leadership, problem-solving, and ethics.
MGT provided consulting services for the delivery of cost-effective preschool services to general and special education students for Jefferson County Public Schools. MGT
performed a review of the organizational structure, management practice, and funding of the
district's preschool educational services. The project provided recommendations on how the district could best deliver preschool services to general and special education students within the existing funding structures and an understanding of the resulting financial impact.
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 21
Project Team Qualifications
MGT thrives on providing a high level of customer service throughout the life of our partnership.
Dr. Browne, a Colorado resident, will serve as project lead for this project. He is joined by a team of consultants who are experts in equity evaluation, social justice initiatives, data analysis, survey design and administration, community engagement, strategic planning, project management, training facilitation, and various diversity and organizational improvement frameworks. We have
worked on a diverse range of consulting projects with housing authorities, cities, counties,
educational institutions, and other governmental entities. Our team’s combined skillset and experience perfectly align with the County’s expectations. Furthermore, our team has supported organizations in:
Creating strategies for equity and inclusion that allow for the engagement of all
constituents and stakeholders.
Root cause analysis of persistent gaps in access to high quality programs.
Building operational structures to ensure ongoing internal and external DEI success.
Identifying and assessing policies, procedures, and practices in service of eliminating structural and cultural barriers that prevent full and authentic engagement.
Effectively guiding all constituents and stakeholders in developing a shared
understanding and commitment to DEI, both internally and externally.
Analyzing complex issues regarding race, class, gender, and other differences at the personal, interpersonal, institutional, and cultural levels.
Developing and/or enhancing a common organization-wide understanding of mission and
goals within the context of diversity, equity, and inclusion.
DR. LAMONT W. BROWNE, Vice President and Executive-In-Charge Expertise: Organizational Improvement, Strategic Planning, DEI Analysis, and Leadership Training
Years of Related Project Experience: 20 Length of Team Service: 3 years
LARA OPHEIM Project Manager
Expertise: Stakeholder Engagement and Qualitative Analysis
Years of Related Project Experience: 12 Length of Team Service: 4 years
DAVID BUSHNELL, Consultant Expertise: Quantitative Data Analysis and Research of Peer and Best Practices
Years of Related Project Experience: 4 Length of Team Service: 1+ years
JUAN OSUNA, Consultant
Expertise: DEI Policy and Practice Analysis
Years of Related Project Experience: 6 Length of Team Service: 1 year
Please see Appendix I for the resumes of each project team member.
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 22
References
MGT has earned a reputation as a leader in using surveys and strong community engagement to support organizational audits, strategic plans, and diversity, equity, and inclusion projects. We focus on partnering with each client to appropriately merge industry best practice with unique client requirements. Many of our clients have contracted with MGT for multiple projects or
updates; this repeat business is the greatest testament to our commitment to customer service and client satisfaction. We encourage you to contact any of our references to learn of our professionalism, performance quality, and expertise of our staff.
ARAPAHOE COUNTY (CO)
Diversity, Equity, & Inclusivity Consulting Services 2/2022 – 8/2022 PATRICK HERNANDEZ, Human Resources Director phernandez@arapahoe.gov | 303.795.4482
CENTER FOR CREATIVE LEADERSHIP
Equity Audit of Leadership Development Programs 7/2021 – 3/2022 STEPHANIE TROVAS, Director Product Development
trovass@ccl.org | 858.336.9514 LYNN FICK-COOPER, Vice President of Societal Advancement fickl@ccl.org | 336.549.2511
COUNTY OF SACRAMENTO (CA)
DEI Assessment, Planning, and DEI Action Plan 4/2022 – 12/2022 RAMI ZAKARIA, Chief Information Officer zakariar@saccounty.gov | 916.508.5296
CITY OF OREGON CITY (OR)
DEI Assessment, Community Task Force, and DEI Action Planning 04/2022 – Current PATRICK FOILES, Human Resources Director pfoiles@orcity.or.us | 503.496.1528
CITY OF SHAKER HEIGHTS (OH) DEI Organizational Assessment and DEI Action Plan 7/2022 – Current
COLLEEN JACKSON, Chief Diversity, equity, and Inclusion
Officer colleenjackson@shakeronline.com| 440-673-8248
RFP 235.22 Rev. 2021.10.11 CDD
Budget Line Item #: 10014100.531000.10120
12
PROPOSAL FORM
Proposal Time: 2:00 PM MT
Proposal Date:September 23, 2022
From:
Phone
E-mail Address:
To: THE PITKIN COUNTY BOARD OF COMMISSIONERS
c/o Procurement
530 E Main Street, Suite #304
Aspen, CO 81611
For: RFP 235.22: Equity, Diversity, and Inclusion (EDI) Assessment and
Implementation Plan Services for Pitkin County, Colorado
Pursuant to a request by the Pitkin County Commissioners, the undersigned Proposer
having examined this Request for Proposals (RFP), including familiarization of the site
and/or the conditions of the proposed Service environment, including the availability of
materials and labor hereby proposes to furnish all labor, materials, supplies, applicable
permits, services, and supervision required to provide a completed product as detailed in
this RFP and adjoining documentation for the sum of:
$___________________________________________
Fee Schedule(s) for this project and any applicable work that may not have been included
in the Scope of Work but may be necessary for successful completion must be included in
the proposal documents.
Approach, Qualifications, and References may be submitted on your own proposal form;
please indicate “In attached documents” for any items omitted herein. A completed
proposal form including, at minimum, acknowledgement of all addenda and
signature/corporate seal is required for proposals to be considered responsive.
:HVW.HQQHG\%RXOHYDUG6WH
7DPSD)ORULGD
0*7RI$PHULFD&RQVXOWLQJ//&
3URSRVDOV#PJWFRQVXOWLQJFRP
123,725
RFP 235.22 Rev. 2021.10.11 CDD
Budget Line Item #: 10014100.531000.10120
13
Statement and Detailed Approach to Service:
Qualifications of Proposer:
Please insert names address, phone numbers and description of similar Service for
Reference Checks.
1.
2.
3.
It is further understood that the right is reserved by the County to reject any and all
proposals and it is agreed that the proposals may not be withdrawn for a period of ten (10)
days from specified time for receiving proposals.
The Proposer acknowledges receipt of Addenda Nos. .
The right is reserved to waive any informalities and to reject any Proposal.
(Type/Print name under all signatures)
Dated this day of , 2022
(Corporate seal) PROPOSER:
SIGNATURES: If the proposal is being submitted by a Corporation, the Proposal
Form should be signed by an officer, i.e. President or vice-president. The signature of the
officer signing shall be attested to by the secretary and properly sealed. If the proposal is
being submitted by an individual or a partnership, the proposal shall so indicate and be
properly signed.
0*7RI$PHULFD&RQVXOWLQJ//&
3DWULFN-'\HU9LFH3UHVLGHQW
6HSWHPEHU
0*777777777777777777777777777 RIRIIRIIRIRIRIRIRIRIRIIRIRIIRIRRIIIIRRIRRRIIRRRRIRRIRRRIIRRRIIRII $$$$$$$$$$$$$$$$$$$$$$$$PHPPPPPPPPPPPPPPPPPPPPULFD&RQV
#1 & #2
In attached documents
In attached documents
In attached documents
In attached documents
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND IMPLEMENTATION PLAN PAGE 24
List of Subcontractors
MGT does not intend to use any subcontractors for this scope of work.
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND IMPLEMENTATION PLAN PAGE 25
Fee Schedule
Based on MGT’s understanding of the project and extensive experience completing similar studies, we propose to complete the study for a total cost of $123,725.00. Our cost proposal includes professional fees, technology expenses, travel, and other costs (printing, surveys, etc.). The table below illustrates the cost associated with each task in our proposed work plan. The final cost can
fluctuate based on mutually agreed upon changes to project scope and travel frequency and length.
Milestones and Tasks Cost Per Task
Phase 1 EDI Assessment and Goal Setting
1.0 Client Engagement & Best Practices Review $7,500.00
2.0 Organizational Assessment $56,250.00
Phase 2 EDI Implementation Plan
3.0 EDI Action Plan $19,975.00
4.0 EDI Education & Training Plan $40,000.00
Total Fees $123,725.00
Hourly Rates
Project Director Manager Senior
Consultant Consultant
$295 $275 $225 $175
Appendix I: Team Resumes
Dr. Lamont Browne
Vice President, DEI Solutions
MGT Consulting
Proposed Role: Executive in Charge and DEI
Consultant
Summary
Dr. Browne has more than 19 years of experience as an
organizational improvement leader for schools, districts,
and organizations through leadership development,
executive coaching, strategic planning, and equity-driven
practices. He has led several successful projects for K12
systems, higher education institutions, and local and
state municipalities with strategic planning, equity
audits, and DEI training and programming.
What I Bring to the Engagement
Dr. Browne pursues innovation, equity, and excellence in his
work. He is an outstanding project executive who maximizes
the skillset and ability of the project team while ensuring
ultimate performance that leads to client satisfaction. He is a
certified professional in DEI practices, leadership development,
and corporate training and works with a client-first mentality.
Relevant Project Experience
• Arapahoe County (CO) | Diversity, Equity, and Inclusion
Study
• Aurora Public Schools (CO) | Organizational Improvement
• Center For Creative Leadership (NC) | Equity Audit
• City of Battle Creek (MI) | Equity Audit & Strategic Plan
• City of Riverside (CA) | DEI Audit and Strategic Plan
• Department of Education (DE) | Diversity, Equity, and
Inclusion Training
• Florida A&M University (FL)| Work from Home Training
• County of Hillsborough (FL) | Community Engagement, DEI
Audit, and Strategic Plan
• Johnson County Community College (KS) | Diversity,
Equity, and Inclusion Study and Staff Training
• K -12 Inc. (VA) | Organizational Review
Education
University of Colorado
Master of Business Administration
University of Delaware
Doctor of Education:
Administration and Policy
University of Delaware
Master of Education:
Curriculum and Instruction
University of Delaware
Bachelor of Science:
Business Administration
Certifications
Diversity, Equity, and Inclusion in the
Workplace
Corporate Training
PK-12 School and District Leadership
Leverage Leadership Institute
Lean Six Sigma, Green Belt
Acknowledgements
2015 recipient of the nationally
acclaimed Ryan Award, presented by the Accelerate Institute.
Order of Excellence and Merit Award,
presented by the Delaware State BOE
and Secretary of Education.
Lara Opheim, M.A.
Manager, DEI Solutions
MGT Consulting
Proposed Role: Project Manager and
Consultant
Summary
Ms. Opheim has extensive experience managing our
public sector clients’ projects. She has over 14 years of
experience working with data systems and analytical
methods and techniques. Her experience combining
qualitiative and quantitative data analysis results to
inform decision making about findings and conclusions is
critical throughout this project.
What I Bring to the Engagement
An experienced project manager that has led cross-functional
teams in support of our public sector clients’ DEI strategies and
programs. Skilled in planning and executing community
outreach via in-person and virtual meetings, focus groups, and
interviews to gather qualitative data.
Relevant Project Experience
• Alaska Department of Transportation & Public Facilities
|DBE Disparity Study
• City of Battle Creek (MD) | Equity Audit & Equity Plan
• City of Charlottesville (VA) | Disproportionate Minority
Study
• City of Dallas (TX) | Availability and Disparity Study
• City of Dayton (OH) | Third Generation Disparity Study
• City of Fort Lauderdale (FL) | Disparity Study
• City of New York City (NY) | Local Hiring Study
• City of Riverside (CA) | Diversity, Equity, and Inclusion
Study
• City of Winston-Salem (NC) | Disparity Study
• County of Hillsborough (FL) | Equity Plan
• Government of the District of Columbia | Capability and
Capacity Analysis
• Tallahassee Consortium (FL) | M/W/SBE Disparity Study
Education
University of Florida
Master of Urban Planning
University of Florida
Bachelor of Arts – Geography &
Sociology
Certifications
Diversity, Equity, and Inclusion
in the Workplace | USF
Corporate Training and
Professional Education
Certified Scrum Master | Scrum
Alliance
OKR Certified Coach
Acknowledgements
2012 WRS Infrastructure &
Environment, Inc. Award in
Memoriam of Mario Ripol
David Bushnell, M.A.
Consultant, DEI Solutions
MGT Consulting
Proposed Role: Consultant
Summary
Mr. Bushnell is a passionate and innovative DEI
consultant who is dedicated to social justice advocacy
and culturally competent and effective policy
development. A graduate of the University of
Washington holding both an undergraduate degree in
Law, Economics, and public policy combined with a
master’s degree in policy studies. Brings multiple years
of experience working in law and policy. Has extensive
experience collaborating with stakeholders to achieve
directives set by employers throughout Washington
State (including the City of Ellensburg and Thurston
County). Has also worked closely with community-based
organizations to consult regarding capacity building.
Widely trusted by all former employers to efficiently
identify and solve problems as they arise.
What I Bring to the Engagement:
A dedicated team member skilled in diversity, equity, and
inclusion policy. Tasked with participating in the evaluation,
implementation, and support of our public sector clients’ DEI
strategies and programs
Relevant Project Experience
• Center For Creative Leadership (NC) | Equity Audit
• City of Battle Creek (MD) | Equity Audit & Equity Plan
• City of Baltimore (MD) | Disparity Study
• County of Essex (NJ) | Disparity Study
• City of Riviera Beach (FL)| Pre-disparity Study
• City of Riverside (CA) | Diversity, Equity, and Inclusion
Study
• County of Hillsborough (FL) | Equity Plan
• Housing Authority of Baltimore (MD) | Disparity Study
• Osceola County School District (FL) | Equity Master Plan
• Tallahassee City (FL) | Disparity Study
• Washington Suburban Sanitary Commission | Disparity
Study
Education
University of Washington
Master of Science - Policy
Studies
University of Washington
Bachelor of Arts - Law,
Economics, Public Policy
Certifications
Data Science Specialization
Acknowledgements
Successfully led an Equity Audit
for the Center for Creative
Leadership
2021 Recipient of the MGT
Consulting Group’s Rookie of the Year Award
Juan Osuna, M.A.
Consultant, DEI Solutions
MGT Consulting
Proposed Role: Consultant
Summary
Mr. Osuna is an experienced analyst with a
demonstrated history of working in cross-functional
teams to help organizations transform their culture and
drive growth. Juan has worked with 15+ organizations,
across multiple industries, to solve strategic business
challenges and help build more diverse and inclusive
workspaces. Juan has coordinated with client’s human
resources team to collect, review, and maintained
current diversity statistics and collated information into
analyses of workforce trends. He has also designed and
developed Inclusion, Diversity, Equity, and Accessibility
strategies.
What I Bring to the Engagement:
A dedicated team member skilled in diversity, equity, and
inclusion policy. Tasked with participating in the evaluation,
implementation, and support of our public sector clients’ DEI
strategies and programs. An experienced analyst with a
demonstrated history of working in cross-functional teams to
help organizations transform their culture and drive growth.
Relevant Project Experience
• City of Richmond (VA) | Disparity Study
• County of Essex (NJ) | Disparity Study
• Tallahassee City (FL) | Disparity Study
• Hannover Insurance Group, Inc. | DEI Assessment
• The Pew Charitable Trusts | DEI Assessment
• Metro-North Railroad | DEI Assessment
• Yale School of Drama | DEI Assessment
• Planned Parenthood of Greater New York | DEI
Assessment
• National Association for Music Education (NAfME) | DEI
Assessment
• Curriculum Associates Inc. | DEI Assessment
• Raise Against Hunger | DEI Assessment
• Draper Laboratory | DEI Assessment
• Howard Hughes Medical Institute (HHMI) | DEI
Assessment
Education
American University School of
International Service
Master of Arts - International
Affairs
University of California
Bachelor of Arts - Political
Science and Chicano Studies
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND IMPLEMENTATION PLAN PAGE 33
Appendix II: Work Samples
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 34
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND IMPLEMENTATION PLAN PAGE 35
Appendix III: Additional Consulting Services
The RFP for the County’s equity audit stated the County’s interest to learn about additional services we can provide that can drive a more comprehensive scope of work. To this end, we would like to share information on additional phases you may want to consider that MGT would be happy to fully engage.
OPTIONAL SERVICES
1) Community Landscape Analysis 2) Community DEI Taskforce 3) EDI Progress Monitoring and Evaluation
Please review the information below for suggested objectives and deliverables for each additional
service.
ADDITIONAL SERVICE #1: COMMUNITY LANDSCAPE ANALYSIS
Stakeholder engagement is a crucial aspect of MGT’s methodology. We engage stakeholders across a multiplicity of engagement options including telephone, email, paper surveys when appropriate, and a Qualtrics web survey. Our survey is a tool that consists of approximately thirty Likert questions related to the quality of DEI at County. Once the survey responses have been
gathered, we analyze the survey data using a combination of the built-in Qualtrics analysis tools bolstered by a program called Dedoose. Dedoose allows us to efficiently analyze open-ended survey questions while allowing MGT to take an intersectional view of respondent’s experiences with County. This allows MGT to confidently address not only the biggest opportunities for improvement, but also allows for a robust understanding of how different experiences intersect
with one another to create unique experiences for all the stakeholders surveyed.
Task A: Stakeholder Outreach Plan
MGT will conduct an external audit of the organization’s policies, practices, and impact on the residents of Pitkin County. We will determine strengths and weaknesses of the County’s work and identify opportunities for change to elevate its success in ensuring equity for all residents without
exception to one’s race, ethnicity, gender, disability, age, sexual orientation, gender identify, or religion. MGT builds upon the work of the Government Alliance on Racial Equity (GARE) by paralleling their racial equity tool to identify relevant community partners, qualitative and quantitative data, and specific analysis strategies through the indices of segregation. This will involve an analysis of quantitative and qualitative data and other information to ensure a
comprehensive understanding of the impact of the County’s work related to ensuring equity. A sample of the items for analysis are as follows:
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 36
External Operations
o Community engagement o External communications o Interactions between the Pitkin County and its residents
o Breadth and access to community support programming
Policies and practices that have a disparate impact on people from traditionally marginalized communities using MGT’s Indices of Systemic Oppression which include the following: o Access to Healthcare – locations of hospitals and free clinics, and the
demographic makeups with easy access to these services.
o Neighborhood & Built Environment – The actual infrastructure of different neighborhoods and along with understanding the proximity of different demographics to capital improvements o Social & Community Context – refers to the actual demographics of a
community along with the histories and policies that directly impact them.
o Economic Stability – The economic opportunities that are afforded to the residents of a region including data related to employment, income, coupled with select demographic indicators. o Education Access & Success – relates to information typically housed in the
school district including student demographics, graduation rates, and funding.
MGT will analyze external data points of the Pitkin County community to identify inequities in practice and/or disparities that are impacting the residents of the County. Using ACS (American Community Survey) and Census data, we will be able to provide a current picture of the state of equity throughout the County. We will use this analysis
to craft a concise reader-friendly presentation for the organization to use to drive its EDI
goals and action plan.
Deliverables
Mixed Methods report detailing the current state of the indices of systemic oppression
A maturity model to demonstrate where the County is on its anti-racism journey
Gap analysis and recommendations to address shortfalls within the indices
Task B: Focus Groups with Local Content Experts
MGT will conduct a series of focus groups and/or 1:1 interviews with key local experts who demonstrate a thorough understanding of the community and the juxtaposition of its history and its present. We will seek to understand barriers and opportunities regarding pervasive inequities
that are relevant to the community served by Pitkin Ccounty. In order to provide a more
comprehensive assessment that is contextualized with a 360-degree perspective, we will seek insight from a sample of members of the following local experts: o Local historians o Educators (PK-12 and Higher Education)
o Business Leaders
o Healthcare providers
o Community Based Organizations
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 37
o Organizational department/division heads
Deliverables
Focus group and/or 1:1 interview guide
Summary report of feedback and insight gained from content experts
Task C: External Stakeholder Outreach Plan
To maximize awareness of the County’s commitment to equity, build interest and motivation to engage in the County’s EDI-related vision and this equity audit, we will create an external outreach plan to boost meaningful engagement in the audit process. This external stakeholder outreach plan will provide a strategic road map for informing the County’s residents of the importance of their
participation. We will bring a unique perspective and a set of strategies to increase participation
and receptivity to this important work.
Deliverable
External Stakeholder Outreach Plan to maximize awareness and motivation for internal stakeholders to engage in the feedback portion of the equity, diversity, and inclusion
assessment
Task D: External Stakeholder Engagement
MGT will design and administer a set of protocols aimed at maximizing participation of the County residents to allow us to gain comprehensive and accurate insight of the resident perspective on equity, diversity, and inclusion in the County. We will establish no less than 4 engagement
channels for residents to use:
1) A phone-accessible voicemail 2) An e-mail inbox system (ex. PITKINCOUNTY_DEI@mgtconsulting.com) 3) A County-wide survey 4) A series of community meetings and targeted focus groups (in-person or remote as
appropriate)
Upon completion, we will evaluate all insight collected to ensure representative participation from all stakeholder groups and re-administer with targeted outreach if necessary.
Deliverables
Community Equity Survey
Focus Group Interview Guide
Demographic data summary of resident participation
Quantitative and qualitative analysis of feedback results
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 38
Additional Service #2: Community EDI Task Force Development
MGT believes that organizational improvement plans, particularly those focused on DEI
initiatives, are most effective when they are owned by the client and fully supported by their stakeholders. To this end, we will support the County in creating a Community EDI taskforce.
Task A: Community DEI Task Force Development
MGT with consult with County leadership and key stakeholders to develop a charter for the
Community EDI Task Force. It is anticipated the scope of Task Force activities will include (at a
minimum) education of and discussion amongst Task Force members of EDI concepts, discussion about the impacts of bias and marginalization in the community and crafting recommendations on making the County community more welcoming and inclusive. We will support the design and administration of a recruitment process to ensure that Task Force
membership represents the diversity of the entire County community.
Deliverables
Comprehensive EDI taskforce membership list and signed commitment letters
Long-term set of EDI taskforce goals
Task B: Community EDI Task Force Facilitation
MGT will facilitate Task Force meetings, including meeting planning and logistics, preparation of
meeting minutes, and preparation of reports/presentations for Task Force members and/or the County Commission.
Deliverables
Task Force meeting materials (e.g. agenda, PPT presentations, minutes, etc.)
Participant satisfaction survey for each meeting with summary of feedback and next steps
Coherent set of decisions made, action steps and owners, deadlines, and accountability measures for meetings and action steps
Task C: EDI Taskforce Outreach Plan
To increase the awareness of the Task Force’s activities and build interest for the County’s EDI
Action plan, we will create an outreach plan which will help structure, facilitate, and evaluate the outreach efforts and anecdotal gathering process. This Community Outreach Plan will provide a strategic road map for informing internal and external stakeholders of the importance of their ongoing engagement that will persist through and after changes in the political leadership due to the regular election cycle.
Deliverables
Task Force findings, report and recommendations
EDI Taskforce Outreach Plan
PITKIN COUNTY, COLORADO | SEPTEMBER 23, 2022
RFP 235.22 | EQUITY, DIVERSITY, AND INCLUSION ASSESSMENT AND
IMPLEMENTATION PLAN
PAGE 39
Additional Service #3: EDI Progress Monitoring and evaluation
Task A: Progress Monitoring Tool
To assist the County in its desire to adequately assess its EDI progress, MGT will create a comprehensive assessment tool to be used annually by County leadership to assess the
organization’s progress towards meetings its DEI goals including but not limited to:
1) Implementation fidelity of Loudoun’s DEI Action Plan 2) Impact of DEI Action Steps 3) Performance metrics of DEI goals and Action Plan milestones
Deliverables
Comprehensive progress evaluation tool inclusive of metrics, targets, and quarterly
dashboard
Live leader training of required and optional analytic tools for use in quarterly and annual assessments
Training materials to be used in training for County leaders
Task B: Assessment of Progress
To assist the County in ensuring that the EDI Action Plan is being implemented with fidelity and meeting the goals of the organization, MGT will evaluate stakeholder satisfaction data regarding
implementation of initiatives to strengthen the culture of equity though stakeholder interviews and surveys.
Deliverables
Written assessment of progress to date inclusive of highlights, errors, unanticipated challenges and real-time impact analysis
Updated set of recommendations and next steps
Presentation of progress review, programmatic updates, and recommended next steps
Certificate Of Completion
Envelope Id: D1FFADD5ADEE49A59DAC71EF26C65D77 Status: Completed
Subject: MGT Consulting | Pitkin County Contract 235.22 for Review and Signature
Source Envelope:
Document Pages: 78 Signatures: 5 Envelope Originator:
Certificate Pages: 6 Initials: 0 Pitkin County Procurement
AutoNav: Enabled
EnvelopeId Stamping: Disabled
Time Zone: (UTC-07:00) Mountain Time (US & Canada)
530 East Main Street
Suite 203
Aspen, CO 81611
Procurement@PitkinCounty.com
IP Address: 216.147.125.159
Record Tracking
Status: Original
10/28/2022 6:27:07 PM
Holder: Pitkin County Procurement
Procurement@PitkinCounty.com
Location: DocuSign
Signer Events Signature Timestamp
Connie Baker
connie.baker@pitkincounty.com
Budget Director
Pitkin County
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 75.71.106.213
Sent: 10/28/2022 6:34:36 PM
Viewed: 10/29/2022 9:08:29 AM
Signed: 10/29/2022 9:09:23 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Ashley Perl
ashley.perl@pitkincounty.com
Community Resiliency Manager
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 73.78.214.221
Sent: 10/29/2022 9:09:26 AM
Viewed: 10/31/2022 9:49:23 AM
Signed: 10/31/2022 9:50:30 AM
Electronic Record and Signature Disclosure:
Accepted: 10/31/2022 9:49:23 AM
ID: 6ea96f18-6788-4296-b1a2-20965739d01e
Company Name: Pitkin County, Colorado
Patrick Dyer
pdyer@mgtconsulting.com
Vice President
MGT of America Consulting, LLC
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 73.90.200.238
Sent: 10/31/2022 9:52:44 AM
Viewed: 10/31/2022 3:13:15 PM
Signed: 11/4/2022 12:31:18 PM
Electronic Record and Signature Disclosure:
Accepted: 10/31/2022 3:13:15 PM
ID: a44d0764-b1a3-47e2-967e-70f8702ce41c
Company Name: Pitkin County, Colorado
Phylis Mattice
phylis.mattice@pitkincounty.com
Deputy County Manager
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 65.38.144.66
Sent: 11/4/2022 5:11:35 PM
Resent: 11/9/2022 9:29:38 AM
Viewed: 11/9/2022 11:34:35 AM
Signed: 11/9/2022 11:34:46 AM
Electronic Record and Signature Disclosure:
Signer Events Signature Timestamp
Accepted: 11/9/2022 11:34:35 AM
ID: 3f5391ea-672b-47e6-98e2-72678b5a7de4
Company Name: Pitkin County, Colorado
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Dr. Lamont Browne
LBrowne@mgtconsulting.com
Security Level: Email, Account Authentication
(None)
Sent: 10/31/2022 9:52:47 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Jon Peacock
jon.peacock@pitkincounty.com
Rich Englehart
rich.englehart@pitkincounty.com
Phylis Mattice
phylis.mattice@pitkincounty.com
Kara Silbernagel
kara.silbernagel@pitkincounty.com
Assistant to the County Manager
Pitkin County Colorado
Signing Group: County Manager Group
Security Level: Email, Account Authentication
(None)
Sent: 11/4/2022 5:11:37 PM
Viewed: 11/7/2022 7:20:42 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Pitkin County Procurement
procurement@pitkincounty.com
Procurement Manager
Pitkin County
Security Level: Email, Account Authentication
(None)
Sent: 11/9/2022 11:34:49 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Accounts Payable
AP@pitkincounty.com
Accounts Payable
Pitkin County
Security Level: Email, Account Authentication
(None)
Sent: 11/9/2022 11:34:51 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 10/28/2022 6:34:36 PM
Certified Delivered Security Checked 11/9/2022 11:34:35 AM
Signing Complete Security Checked 11/9/2022 11:34:46 AM
Completed Security Checked 11/9/2022 11:34:51 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, Pitkin County (we, us or Pitkin County) may be required by law to provide
you with certain written notices or disclosures. Described below are the terms and conditions for
providing to you such notices and disclosures electronically when we send you documents for
electronic signature.
Acknowledging your Access, Intent, and Consent to Receive and Sign Materials
Electronically
To confirm that you can access this information electronically, which will be similar to other
electronic notices and disclosures that we will provide to you, please verify that you were able to
read this electronic disclosure and that you also were able to print on paper or electronically save
this page for your future reference and access or that you were able to e-mail this disclosure and
consent to an address where you will be able to print on paper or save it for your future reference
and access. Further, if you consent to receive notices and disclosures exclusively in electronic
format on the terms and conditions described above, please let us know by clicking the 'I agree'
button below.
By checking the 'I Agree' box, I confirm that:
I am establishing my intent to be bound to the transaction, and indicating that I am fully
aware of the purpose for which the signature is being provided.
I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF
ELECTRONIC RECORD AND SIGNATURE DISCLOSURES document; and
I can print on paper the disclosure or save or send the disclosure to a place where I can
print it, for future reference and access; and
Until or unless I notify Pitkin County as described above, I consent to receive from
exclusively through electronic means all notices, disclosures, authorizations,
acknowledgments, and other documents that are required to be provided or made
available to me by Pitkin County during the course of my relationship with you.
Signing Documents without a Pitkin County DocuSign Account:
Pitkin County may not require all document signers to be authorized users of the Pitkin County
DocuSign Account. Please read the information below carefully and thoroughly, and if you can
access this information electronically to your satisfaction and agree to these terms and
conditions, please confirm your agreement by clicking the 'I agree' button at the bottom of this
document. When you don't have a DocuSign account, you will be provided the opportunity to
agree to the Legal Disclosure each time you open an "envelope" for signing, at this time, you can
download and retain this disclosure. Pitkin County will forward completed documents that
you've reviewed, processed or signed via email. Should you require copies of these signed
documents (e.g., if they get deleted from your email account) you should request those
documents from Pitkin County under the Colorado Open Records Act by contacting the Pitkin
County custodian who sent you the document for signature.
Signing Documents with a Pitkin County DocuSign Account:
Electronic Record and Signature Disclosure created on: 3/20/2020 3:28:13 PM
Parties agreed to: Ashley Perl, Patrick Dyer, Phylis Mattice
Please read the information below carefully and thoroughly, and if you can access this
information electronically to your satisfaction and agree to these terms and conditions, please
confirm your agreement by clicking the 'I agree' button at the bottom of this document.
Getting paper or electronic copies
At any time, you may request from us a paper or electronic copy of any record provided or made
available electronically to you by us. For such copies, as long as you are an authorized user of
the DocuSign system you will have the ability to download and print any documents we send to
you through your DocuSign user account for a limited period of time (usually 30 days) after such
documents are first sent to you. After such time, if you wish for us to send you paper or
electronic copies of any such documents from our office to you, you may be charged a per-page
fee. You may request delivery of such paper or electronic copies from us by following the
procedure described below.
Withdrawing your consent
If you are an authorized DocuSign Account holder, you can decide to receive notices and
disclosures from us electronically, you may at any time change your mind and tell us that
thereafter you want to receive required notices and disclosures only in paper format. Described
below is the process for informing us of your decision to receive future notices and disclosure in
paper format and also how to withdraw your consent to receive notices and disclosures
electronically.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
you because we will need first to send the required notices or disclosures to you in paper format,
and then wait until we receive back from you your acknowledgment of your receipt of such
paper notices or disclosures. To indicate to us that you are changing your mind, you must
withdraw your consent using the DocuSign 'Withdraw Consent' form on the signing page of your
DocuSign account. This will indicate to us that you have withdrawn your consent to receive
required notices and disclosures electronically from us and you will no longer be able to use your
DocuSign user account to receive required notices and consents electronically from us or to sign
electronically documents from us.
All notices and disclosures will be sent to you electronically
Unless you tell us otherwise in accordance with the procedures described herein, we will provide
electronically to you through your DocuSign user account all required notices, disclosures,
authorizations, acknowledgments, and other documents that are required to be provided or made
available to you during the course of our relationship with you. To reduce the chance of you
inadvertently not receiving any notice or disclosure, we prefer to provide all of the required
notices and disclosures to you by the same method and to the same address that you have given
us. Thus, you can receive all the disclosures and notices electronically or in paper format through
the paper mail delivery system. If you do not agree with this process, please let us know as
described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures
electronically from us.
How to contact Pitkin County:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to Helpdesk@provelocity.com
To advise Pitkin County of your new e-mail address
To let us know of a change in your e-mail address where we should send notices and disclosures
electronically to you, you must send an email message to us at Helpdesk@provelocity.com and
in the body of such request you must state: your previous e-mail address, your new e-mail
address .
In addition, you must notify DocuSign, Inc to arrange for your new email address to be reflected
in your DocuSign account by following the process for changing e-mail in DocuSign.
To request paper or electronic copies from Pitkin County
To request delivery from us of paper or electronic copies of the notices and disclosures
previously provided by us to you electronically, you should request those documents from Pitkin
County under the Colorado Open Records Act by contacting the Pitkin County custodian who
sent you the document for signature.
To withdraw your consent with Pitkin County
To inform us that you no longer want to receive future notices and disclosures in electronic
format you may:
i. decline to sign a document from within your DocuSign account, and on the subsequent
page, select the check-box indicating you wish to withdraw your consent, or you may;
ii. send us an e-mail to Helpdesk@provelocity.com and in the body of such a request, you
must state your e-mail, full name, Postal Address, telephone number, and account
number.