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HomeMy WebLinkAbout8.1 Motion to accept a proposal from InQUEST Consulting, LLC for Diversity, Equity, and Inclusion Services for an amount not to exceed $84,000.IL M��GauC'd'+rt;�iect\V Subject Motion to accept a proposal from InQUEST Consulting,, for Diversity,,Equity,, and Inclusion Services for an amount not to excee $841,000. Meeting January 18, 2022 - REGULAR MEETING OF THE MOUNT PROSPECT VILLAGE BOARD - Fiscal Impact true Dollar Amount $84,000 Budget Source Category NEW BUSINESS Type Action Item Information At the Committee of the Whole Meeting on September 28, 2021, Village staff provided the Board with an update on activities related to diversity, equity and inclusion. As part of the discussion, staff reported that a request for qualifications (RFQ) was submitted for a professional consultant to conduct the following: 1. Review Village policies, processes and initiatives we have already implemented, in order to provide us with an understanding of how we are positioned to support diversity, equity and inclusion in the workplace and the community; Conduct a survey of the community to obtain stakeholder feedback then assist in plotting a course for review of community initiatives; 2. Provide a written report addressing the following: Identify opportunities for improvement in our current practices/policies; Provide recommendations for actions the Village should consider implementing that support the Village's strategic goal of "Enhancing Mount Prospect Charm/Character: Honoring History, Heritage, and Diversity, Equity and Inclusion." 3. Present findings to the Village's Leadership Team and the Village Board - expect one internal meeting with the Leadership Team as a whole, and one meeting presenting at a Village Board Committee of the Whole meeting, to present findings. 1 This review would provide staff with an understanding of how the Village is positioned to support diversity, equity and inclusion both in the workplace and in the community. On September 20, 2021, a total of twenty-two (22) RFQ requests were sent and six (6) proposals were returned by the deadline of October 1, 2021. • InQUEST Consulting 1 180 N. Stetson Avenue I Chicago, IL 60601 • The Kaleidoscope Group 1 416 W. Ontario Street, C-2 I Chicago, IL 60654 • Holistic 1 200 W. Jackson Blvd #410 1 Chicago, IL 60606 • Envisioning Equity 1 4239 S. King Drive I Chicago, IL 60653 • Loftis Consulting 1 2917 N. Claremont Avenue I Chicago, IL 60618 • The Nova Collective 1 1819 W. Grand Avenue, Ste. 203 1 Chicago, IL 60622 Staff review of all received proposals was conducted by a team consisting of Julie Kane, Director of Human Services, Heidi Neu, Director of Human Resources, Alex Bertolucci, Assistant to the Village Manager, Nellie Beckner, Assistant Village Manager, and Michael Cassady, Village Manager. Each member of the review team independently assessed the proposals and then met as a group to discuss the strengths and weaknesses of each proposal. After this discussion, the review team conducted interviews with the three (3) firms: InQUEST, The Kaleidoscope Group, and Holistic. After completing the interviews, the review team unanimously felt staff's recommendation is to partner with Chicago -based InQUEST. InQUEST has ten (10) years of experience in the DEI space. They are local and their services are grounded in common and proven principles and they tailor their services to an organization's objectives, culture and industry. Clients include but are not limited to the City of Elgin, US Department of Health & Human Services, and the Cook County Assessor's Office. InQUEST's estimate for service was up to and not to exceed the 2022 budgeted amount of $84,000. During the interview, it was confirmed that this was not a flat fee; fees are billed incrementally and with a description of services that were provided. Further, InQUEST noted flexibly to work with the Village if, at any point, changes were needed to the scope of work. InQUEST also indicated they can work with a third party survey consultant, such as ETC - the organization that conducts the Village's Community Survey - to complete the DEI survey if this is desired. Overall, the Village's review team collectively feels that InQUEST is the best fit for the Village's to advance the goals of diversity, equity, and inclusion indicated in the Strategic Plan. Their experience includes municipal government, the proposal addresses the Village's requests within the scope of work with additional built-in 2 flexibility to address future Village needs, and the pricing structure ideal. InQUEST will be in attendance to present their proposal and to answer specific questions related to their proposal. Alternatives 1. Accept proposal from InQUEST Consulting, LLC 2. Action at the discretion of the Village Board Staff Recommendation Staff recommends approval of Proposal from InQUEST Consulting, LLC for Diversity, Equity, and Inclusion Services in an amount not to exceed $84,000. ATTACHMENTS: inQUEST DEI Consultant_RFQ Response_2021_10-01.pdf inQUEST DEI Consultant Qualifications Sheet.pdf KI in U E S T D6ng DEL DifferenQy, Understanding Your Needs inQUEST Consulting LLC (inQUEST) is pleased to respond to the Village of Mount Prospect Diversity, Equity, and Inclusion Consultant REQUEST FOR QUALIFICATIONS. Based on the RFQ, we understand that at the highest level, the Village of Mount Prospect ("Village") seeks to contract with a consultant ("Consultant") that has the requisite diversity, equity, and inclusion (DEI) experience, ability, resources and staffing to complete a DEI review of policies, processes, and initiatives and provide recommendations to improve such initiatives and further the Village's strategic goals. inQUEST is submitting our narrative document to outline our interest in performing the work and qualifications for collaborating with the Village to provide guidance on expanding policies and actions regarding DEI. Our narrative document will address our DEI expertise for all four of the core deliverables outlined in the RFQ: 1. Review Village policies, processes, and initiatives (internally + the community) — 3-P Audit (Policies, Procedures + Practices) 2. Conduct a survey of the community to obtain stakeholder feedback — Cultural Assessment 3. Provide a written report of opportunities and recommendations for action — Report of insights and recommendations 4. Present findings to the Village's Leadership Team and Village Board We understand that the Village's Mayor and Board of Trustees have identified "Diversity, Equity and Inclusion: Definition, Report and Direction" as a Top Priority Target for Action in the Strategic Plan Policy Agenda for 2021— 2022. And, that this is aligned with the Strategic Plan Goal of "Enhancing Mount Prospect Charm/Character: Honoring History, Heritage, and Diversity, Equity and Inclusion." As such, there is an opportunity to level set through the lens of DEI and to better understand how DEI policies, processes, and initiatives can impact the Village of Mount Prospect in significant ways — both internally (with one another) and externally (with your constituents and stakeholders). 5 We believe that inQUEST is uniquely positioned to collaborate with the Village on this important effort, namely because of: • Our long track -record and history driving sustainable and meaningful DEI change for our clients — doing DEI differently is what we do at inQUEST. • Our DEI strategies, structures ,and platforms that can be uniquely tailored to meet your objectives — we aren't starting from blank sheets of paper. • Our commitment to Chicagoland and surrounding communities — we are embedded in and knowledgeable about local issues. We are headquartered in Chicago, with many of our core team members living in the community, including the surrounding suburbs such as the Village of Mount Prospect. The remainder of this document is intended to showcase how we will design and deliver the most appropriate, impactful, and engaging solution that meets your needs and requirements and is organic and flexible rather than prescriptive and formulaic. Our response is organized according to your RFQ requirements in the following order: I. Firm summary—including ability, capacity, and skills II. Team structure III. Overall approach to complete the scope of work IV. Prior experience performing similar work and client references V. Cost Estimate for Services 6 III low We I: irb i &iir We know that each organization is different. That is why our services, while grounded in common and proven principles, are tailored to each organization's unique situation and objectives. While we are presenting core program offerings as lead options in the following pages, we fully expect collaboration and customization to occur. We do not offer cookie -cutter, one -size -fits -all solutions. BestLAfi� 0°1 it YOU Creative, realistic, practical By marrying our Diversity, Equity, and Inclusion (DEI) expertise and knowledge of best practices with your knowledge of the Village's culture, business objectives, and past successes — together, we can co -create an exceptional set of solutions that will deliver impactful results. 7 I. Firm summary — including ability, capacity, and skills inQUEST, founded in 2011, is a collective of business and DEI thought leaders. We help individuals, teams and organizations think, lead, and interact inclusively. Every member of our team has direct internal business experience in addition to being subject matter experts on a variety of workplace issues relating to issues of Diversity, Equity & Inclusion (DEI). The breadth and diversity of our professional experiences uniquely situate us to help clients holistically and creatively, address their workplace challenges and create improved cultures. We are a core team of 13, including researchers, (non -practicing) lawyers, communication specialists, mediators, HR professionals, cultural anthropologists, multimedia designers, social justice activists, coaches, social workers, and executive leaders with years of experience working with clients in complex, dynamic environments— in start-ups and large global organizations, as well as in not-for- profit and community contexts. Additionally, we have a global network of over 75 trainers, consultants, and subject matter experts developed from almost 25+ years in the DEI space. We organize our core service offerings into three areas (illustrated below): (1) Strategy & Structure, (2) Education & Experiences and (3) Bridges & Breakthroughs. Our work includes strategic planning, policy and practices reviews, communications support, DEI crisis intervention, DEI Council launch and support, and training and coaching leaders to build internal capability and capacity. Y 1 Fr�4 STRATEGY & STRUCTURE 00 str(Aegy that's focused on business results. r Strategy, planning and visioning BRGs, ERG support and design 4 Culturai assessments e:w t C Ln TRAINING & EXPERIENCES Enerqi2ing experiences that drive cultural clronge. .+ DEI triining aand design Leadership development and coaching a. Conferences, events wd keynotes BRIDGES & BREAKTHROUGHS When coining together is ifficsrlt but critic°sal. Conflict resoa ution and meeting faacilitatcron Post• merger aafignrnent Navigating sensitive and cornp4ex conversations inQUEST is a certified LGBTBE (Lesbian, Gay, Bisexual, Transgendered Business Enterprise) as certified by the NGLCC (National Gay and Lesbian Chamber of Commerce). As such, your organization may allow inQUEST spend to be tracked directly as a part of your supplier diversity program. Please visit www.nglcc.org if you require further information. NGLCC Certificate Number: NGLCC10335. 0 II. Team Structure To meet the Village's needs as outlined in the RFQ, we have assembled the most appropriate and experienced internal team to partner with you on this request. At inQUEST, we pride ourselves on our ability to build meaningful partnerships with our clients. Our approach is focused on gaining a deep understanding of our clients, who they are, their mission, their goals, their organizational culture, and how they work and interact. We also start from a place of understanding when it comes to the Village's unique structure and stakeholders. In sum, this inQUEST team's skills, background, diversity, and client experience is directly aligned to deliver the most effective audit to improve and strengthen your DEI initiatives and strategic goals. Village of Mount Prospect Rlvject Tballmi y "PlAm,J' o� Scott Hoesrn n Kate Webster Tricia Dupilka Chenita Evans Executive Lead Fngagenveryt Lead Senior Pup, tiver seydar ("fursultant General Project Day- to, day Project iffif Consultant, Depta Mora Gathering Gagivering Analysis OTHER RESOURCES MAY RE ASSIGNED AS NECESSARY ------------------------------------------------------------------------------------------ • Kate Webster, Senior Consultant St ategy aiu°°iud Analysis ui VllBiu"ui,ga;gq:,,,u�,,T,i iii,ii�i: Illleal�ii�l Kate is a strategist and educator with 15+ years' experience designing, implementing, and assessing capacity -building programs to support the development of more inclusive and equitable organizations. A TEDx Speaker on navigating difficult conversations ("Quiet Power: The Key to Speaking Up"), social science researcher, and author on a variety of diversity, equity, and inclusion (DEI) issues, Kate uses her unique background to inform her methodology as a DEI and support leaders as they work toward cultivating more equitable and inclusive cultures. She is a long-term resident of the Village of Forest Park and served as the Chair of the Village Diversity Council and as a member of the Police and Fire Commission 0 • Chenita Evans, Senior Consultant )ata C6l1estiiioiii & Aur °4a ysliis Chenita has 7+ years of experience in research, evaluation, and theory. She has led, and been a part of, national and state-wide education assessment projects. She draws from this deep experience to identify data insights that help create inclusive environments in corporate, community and educational contexts. • Tricia Dupilka, Senior Partner °°iurnaur°m II I'Iesoiixir,ces Tricia's 25+ year career benefits from both internal human resources leadership roles and consulting, continuously bringing what she has learned to inform the other. She understands and has deep expertise in coaching, career engagement, and human resource processes, structure, systems, and culture. Tricia is a certified coach and has an MBA from the University of Calgary where she wrote her thesis on: Interorganizational Learning: Knowledge Transfer Between Organizations, which is the foundation of her partnering with clients. • Scott Hoesman, CEO Executive Lead Scott's career spans 25+ years covering a variety of leadership roles in sales, operations, and corporate strategic planning. Scott has deep subject matter expertise in disability and LGBT workplace inclusion initiatives and is an expert in Visioning & Strategy, DEI, People Strategy and Organizational Development. He is the resident DEI strategy guru at inQUEST. 10 III. Overall Approach to Complete the Scope of Work Based on our understanding, we envision our support to fall into two general categories: Current State Assessment and Ad-hoc Consulting. Below are our initial thoughts on how we would help the Village establish a measure of the current state of the culture as it exists today, which can then be used as a baseline against which future progress can be measured. 1. Current State Assessment a. 3-P Audit (Policies, Procedures, and Practices) to review polices, processes and initiatives the Village has already implemented and provide the Village with an understanding of how you are positioned to support DEI in the workplace and community. b. Cultural Assessment to conduct a survey of the community to obtain stakeholder feedback and assist in a course for review of community initiatives. 2. Ad-hoc Consultation. inQUEST will provide general consulting, coaching calls, communications support, and strategic thought partnership as needed. ��a a, � 1111, .... IIl Aud i tIIPII1c iii ���� , III�:�° iir� � � �� .��. �� � � iii �.��������. � �� III�:�� ii�� �� � iii ��,�� m � Validating that your key Policies, Procedures, and Practices (3Ps) align with and support your vision of a diverse and inclusive culture is an essential piece in understanding your overall cultural climate. If you answer "yes" to one, or more, of the following questions, chances are that you could greatly benefit from additional information to better understand your cultural climate and how HR and related processes are impacting it: Do you know if your HR practices and processes consistently demonstrate the valuing of individual differences and promote inclusion? Do you know the impact of all practices and processes on all your demographic groups? Do you know how well the current practices and processes are followed and/or enforced by your HR practitioners with all demographic groups? � Do you know if your practices and processes are aligned with your organizational values and your diversity, equity, and inclusion goals and objectives? � Do you need additional ways to measure the effectiveness of your current diversity and inclusion efforts? 11 Conducting a 3-P Audit to evaluate your culture through the lens of diversity, equity, and inclusion is a critical step in identifying a cornerstone of your organization's culture. It provides insight into "real life," day-to-day people practices to provide a broad view of how HR and related policies, procedures, and practices support, and possibly do not support, the goals of creating greater diversity, equity, and inclusion within an organization. This information would then be used to assess opportunities for improving work processes and practices that affect the employee experience. A 3-P Audit includes an independent review of HR manuals, policies, and published information and may also include individual interviews or focus groups with key HR practitioners, business leaders and those responsible outside of HR for implementing said efforts, at various locations and within different departments, to help us determine the level of alignment (or misalignment) of practices and perspectives. Advarit:ages of a 3,...i'. Audit Identify the specific HR and related functions that support (in intent and in practice) the valuing of diversity, equity, and inclusion. • Gain understanding of key indicators for the assessment of your overall cultural climate. • Identify additional information upon which to build or refine a comprehensive diversity plan, establish metrics as well as develop next steps for addressing issues that surface from your own unique culture. TIIhiil? 'f...11ll'^ iicfit IIIIr)ii,oca s piuiu m m Fil u0111IRlllllipq Puy IIUIIIIIU Illllllp� �� VIII cul ���ull a !�� ��lu�� III�I ��i�.�� �� a. Request for Existing Relevant Data (including but not limited to: + Demographics (i.e., applicants, hires, promotions, turnover, by level, etc.) + Business Objectives + Written Policies + Posting Procedures + Termination and Leave Procedures + Other Related HR Processes 12 b. Conduct HR, Leader and Stakeholder Focus Groups and Interviews: May include 1:1 interviews and focus groups to determine actual organizational practices c. Issue Findings Report: The final product or deliverable of a 3-P Audit is to provide centralized themes that apply to the various functional areas and the specific information that support those themes. Themes are organized by sections and may include: • Policies & Procedures (including Benefits) • Sourcing and Selection • Employee Relations/Work Environment • Performance Management and EEO • Training & Development • HRIS The report typically includes opinions and supporting quotes from HR practitioners and key leaders as well as observations from inQUEST (which will be specifically noted as inQUEST). Recommendations represent focal areas to continue organizational conversations and should be considered in conjunction with recommendations from other data collected (i.e., employee roundtables, survey results, etc.). ' ' C�mu'tiflll uuiiii����4111 Assessiiii���� Running parallel or after the 3-P Audit, conducting some form of an assessment to evaluate the organization's current climate with regards to diversity, equity, and inclusion is a critical step in identifying and understanding the individual and systematic strengths and opportunities at all levels of the organization. The goal of assessments is to ensure that the efforts of the leadership team, Project Team, HR, and all other key stakeholders have the desired impact on the culture. It is essential to establish a measure of the culture as it exists today, which can then be used as a baseline against which future progress can be measured. 13 The expected outcomes of an analysis may be, but not limited to the: • Identification of the various impacts of DEI upon the culture and the ability to develop, attract and retain diverse talent at all levels of the organization. • Identification of leadership practices and systemic issues that support or impede the organization's effective utilization of women, underrepresented groups, and other diverse groups. • Identification of information upon which to build a comprehensive diversity plan, as well as develop next steps for dealing with issues that arise from specific dimensions of difference The typical organizational assessment/cultural analysis steps are as follows: a. Kick -Off Meeting & Initial Data Review — Request and analyze relevant data for the project (i.e. demographics, exit interviews, public data/news reports, social media/Glassdoor, complaints, etc.) and conduct an initial Kick -Off Meeting with the Core Project Team during which we will: L Continue building and strengthening relationships; ii. Identify partnership expectations and ways of working; and iii. finalize scope, approaches, key deliverables, timelines, and resources. b. Design Assess Instruments in Partnership with Organization's Core Project Team — create and survey and focus group/interview questions based on specific areas of focus, gaps in current data/plans and insights from data review. c. Conduct Assessment • Administer Survey(s) — Surveys will help gather feedback on strengths and opportunities for improvement regarding organizational functions, processes, culture and other people initiatives and programs. Surveys are online and consist of approximately 15 quantitative questions and will likely have two or three open-ended 14 questions. In addition to a possibly conducting an employee survey, The Village has also requested includes has requested a survey of the community to obtain stakeholder feedback to assist in the development or refinement of community initiatives. • Conduct Interviews & Focus Groups — Conduct interviews and focus groups with up to 25% of the employee population to gather specific information on the outlined key focus areas. In order to conduct effective, in-person focus groups, inQUEST limits the number of participants to twelve (12) employees per session. Each focus session will last for approximately two hours. Whenever possible, we conduct focus groups in intentional groupings (e.g. same gender, same ethnic/racial group, similar tenure, same function, location and role, etc.). Determining the right groupings can help ensure an open, candid discussion environment in each focus group. This approach also allows us to compare and contrast how the various groups perceive the climate. Themes that transcend each group are highlighted to illustrate key components of the culture that all groups assess similarly. Group -specific themes allow us to understand the unique and textured ways in which various members of the organization experience the culture. d. Summarize Findings - A comprehensive findings and recommendation report will be developed and shared with your organization's Core Project Team, leadership, and/or key stakeholders. Key components of the report will include key findings with supporting facts, a high-level comparison of your organization to best practice organizations, recommended solutions, and next steps. e. Share Findings and Identify Next Steps —We will facilitate a session to share the findings, inQUEST recommendations and next steps with your leadership and/or key stakeholders. Findings from the assessment may identify additional short and long-term cultural needs and organizational opportunities for the organization that may require additional inQUEST consultation and support. This option can be explored as the project unfolds. 15 Village of Mount Prospect Assessment Process Overview inQUEST will follow the basic process outlined below (for all data collection processes) in an effort to ensure an effective overall assessment. Areas that require direct The Village (business, Project Team, and/or HR) involvement are bolded and underlined. All other steps in this process are handled by inQUEST. 1. PLANNING AND COMMUNICTION o Conceptualize the assessment(s) o Determine respondents/participants o Develop research questions o Determine logistical arrangements o Design invitation and communication approach o Implement invitation and communication approach 2. DATA COLLECTION o Determine data collection method(s) o Conduct or implement data collection method(s) o Track and monitor progress 3. ANALYSIS AND REPORTING o Review and analyze all collected data o Provide recommendations for consideration o Prepare Summary Report 4. EXECUTIVE LEVEL FINDINGS REVIEW SESSION o Design session o Support facilitating session to present Findings Report and Recommendations i [ IV. Prior Experience Performing Similar Work inQUEST is a Chicago -based firm that does DEI differently. All our products and services are designed to facilitate culture change broadly and specifically surrounding DEI efforts. Over its 10 years, the firm has provided a myriad of solutions to various local government clients in Illinois and outside. Such clients include the Illinois Cook County Assessor's Office (leadership inclusion training), the City of Elgin (DEI engagement, assessment, and community building), Illinois Federal Reserve Bank of Richmond (senior leadership inclusion training), Office of Children and Family Services, Frederick County, Maryland (all staff unconscious bias training), National Credit Union Administration (manager DEI training), and U.S. Department of Health & Human Services, Administration of Children & Office of Diversity Management and Equal Employment Opportunity (all staff training — microaggressions). We also have specific experience engaging the public in the development of a diversity, equity, and inclusion plan. In partnership with the Quad County Urban League, an affiliate of the National Urban League, we engaged 60+ community stakeholders, from DuPage, Kane, Will and Kendall counties, in a safe dialogue about the state of the community in 2016. The participants were from a variety of groups and included residents, students, elected officials, foundations, and representatives from the faith -based community. Following the community discussion, the broader community had an opportunity to have a deeper discussion (using a "world -cafe" approach) on the identified topics and develop key actions to drive impactful change in the communities the QCUL serves. Additionally, inQUEST's leadership was involved in a robust community DEI planning process with the Fort Wayne Community Schools. This broad effort included conducting an assessment with students, faculty, administration, parents, and the community to develop a comprehensive long- range DEI roadmap. Below, we have highlighted recent client engagements that are similar in nature and/or size to the Village of Mount Prospect RFQ request. Embarc: Embarc is a Chicago -based non-profit organization serving youth of all backgrounds— through education support services. Recently, inQUEST conducted an assessment to (1) critically evaluate the organization's mindsets, practices and beliefs, (2) assess its products and services to see if they are racist, not racist, or anti -racist in respect to all stakeholders, (3) evaluate its internal systems and practices to see if they are supporting racism or dismantling it and (4) improve its partner connections in a way that supports collaboration with other businesses and organizations who intentionally work to break down systemic barriers for BIPOC. 17 International Fellowship of Christians and Jews: inQUEST is currently supporting the International Fellowship of Christians & Jews, Inc. in conducting an assessment and developing a DEI strategic plan. The ultimate goals are to help strengthen and unite the global organization, retain high - performing staff, and continue the organization's transformation to a more diverse and inclusive culture. Ipas: inQUEST recently partnered with the global health care nonprofit to conduct an Equity Review of its policies, practices, procedures, and culture. The organization was seeking to proactively understand the ways in which its organization may uphold and perpetuate white supremacy through its programming, policies, and workplace culture. The assessment including understanding the structures of privilege within its organization, how racial stereotypes may unconsciously guide its practices and decisions, and the level of inclusivity within the organization. L1 e f I' Ilf"' ";I IInii C S Per the Village's request, below is contact information for verifiable client references. Reference 1: Contact: Kevin Strowder Embarc Phone: (312) 350-1624 Email: kstrowder@embarchicago.org Reference 2: Contact: Camille Zimmerman I pas Phone: (919) 442-0083 Email: zimmermanc@ipas.org Reference 4: Contact: Annette Moore, Chief Administrative Officer Cook County Assessor's Office Phone: (312) 603-7514 Email: AMoore@cookcountyassessor.com 18 V. Estimate for Cost Services This is a time and materials agreement, meaning The Village is only invoiced for services agreed to and performed as outlined in the below table. The table outlines the deliverables and estimated fee parameters for all associated work known at this time. SERVICEs/DELIVERABLES TIMING ESTIMATED 1. Engagement Launch/Kick-off Meeting FEES a. Design and co -facilitation (three inQUEST team members) of an up to Up to 18 Up to and not to 2 -hour kick-off meeting with the Village to: hours exceed $9,000 • Ensure alignment around partnership and project outcomes, roles, and responsibilities; • Identify key stakeholders (project team, key stakeholders, senior leaders, etc.); b. Request and review existing organizational data, as appropriate c. Determine high-level milestones and project plan and clarify next steps. 2. Current State Assessment a. Assessment Planning and Design: 20 to 25 hours for project plan Up to 130 Up to and not to development, invitation planning, design of assessment instruments, hours exceed $62,500 etc. b. Data Gathering: 40 to 50 hours for data collection. May include a (Blended rate: combination of survey, focus groups, interviews, and/or observation 50 hours Senior days. Partner, 50 c. Data Review and Analysis: 20 to 25 hours for the review and analysis of hours Senior all collected data. Consultant and d. Develop and Present Recommendations: Design and facilitation of % 25 hours CEO) day session to review recommendations, determine priorities and next steps with The Village leadership, project team, and key stakeholders. (up to 30 hours) 3. General Thought Partnership and Consulting 0 to 20 Up to and not to a. Ad-hoc consultation as needed. Up to 20 hours of general consulting, hours exceed $12,500 communications support, etc. with either senior or executive level consultant. TOTAL ESTIMATED FEES . to 168 hours Up to and not to exceed $84,000* *This proposal and estimated fees are valid for a 90 -day period. 19 Professional Services Arrangement iwa(PII: ..I.. Standard ConstdkIing l: ee Below is a table that represents inQUEST's standard consulting services and corresponding fees. These fees would be applied to any support inQUEST would provide for implementation of recommendations in the report. Role Types of Activities t.11l'' °f Sr, 11 ea dershilp '''ngagement, SIped h ed DesIgn, �`6k,11,2ii,y, Sti aUegk', Cim:[flingl, etc, SeiiiIiiiiolll l alii'biliii it°' Sir, I eat"dell"sl"fid;V;;,i�� ii,wd,aall"alld Ilid`, °',spe k: ll 11 e d D01:si'glf'n,i Ddh,delf"°y, ti,:]dIllling etc. Seii"iiiiioii „wlluboia nu rv�aui,.. .gr d1��IIkie nni ualldrui"li d�i� mi,, ' ortsu ta ri Coa dnuu"ag,, d`uuppc�iiriIIl:,eIlnc, Con aIIItaul t d:!"roIIec't h/lanap•„eraii.aIInt, II )ata A�iqad fs'Vs, )esigii d':� e� iid:lion, II.Wclllivery, e'tu,:`:. Ill giiii,iils ':III' tive/ WA (linnli,b m' i Iin'ia e 4s il,ire,anlld1in, iii°apl i�iic Sulllpllpoii�l 3gi sil'ks �° oord�naV uoin, gi alliahic i de s�gia„ etc, For work conducted outside the scope, we are in agreement that a time and materials arrangement is the most effective approach. Hourly and daily rates are based upon the inQUEST Standard Consulting Fees shown in table above. This means that outside of the work described above, you will engage us when and how you need us, and we will obviously only perform services at your request. Should activities and/or deliverables surface that go beyond this general arrangement, we will be pleased to offer an additional specific Proposal as appropriate to supplement or follow this document. Terms and Conditions r1=.xII..LI�I I I�11'!�rlDw li. inQUEST will assume that all information, assumptions, representations and data that you supply are accurate and complete. We are not responsible for the independent verification of required information. Problems with information quality and/or delays in providing such information may result in a delay in the project delivery date or additional fees. 1S 1: C z lr:: l ),4 K V°G,.a f.:�.,1 ..1.. The work product provided to you under this agreement by inQUEST employees is intended solely for the use of your internal management and is not intended to be used by outside parties without our prior consent. inQUEST will add your organization's name to our client list upon completion of this project. I N I f ; f: I"i,.JAP;� P� : IX: inQUEST retains exclusive rights to the intellectual capital such as methodologies, know-how, models, proprietary tools, processes and any graphic or digitized representation of these now possessed, or subsequently developed, by inQUEST. Each party agrees that it will not disclose to any third parties any confidential or proprietary information obtained during the course of our work about the business of the other party, except as required by law, or reasonably necessary to perform the services under this agreement. This does not apply to information that is or becomes publicly available through no fault of the other party. a..�"��II �.: I ; i IDI�1 C'�D1 :( Y All sessions are to be scheduled in a timely and reasonable manner. There will be no fee for any session cancellations and/or changes that occur prior to 30 days of the scheduled session. A 50% cancellation fee will be assessed on those sessions that are cancelled and/or rescheduled between 15 and 29 days of the scheduled session. A 100% cancellation fee will be assessed on those sessions that are cancelled and/or rescheduled between 0 and 14 days of the scheduled session. DINHHNAf IDIN N' JD IMOD ICAI :O[NI Either party may terminate this engagement at any time with 30 days' written notice. In the event of termination of this agreement, you will be billed for services performed and out-of-pocket expenses incurred by inQUEST though the date of the termination. The terms of this engagement may only be amended by the written agreement of both parties. 21 17C 1NNS ,° A N l.) 1NCCU C: I I G Out-of-pocket expenses for this project, such as travel (airfare, hotel, ground transportation, parking, tolls, mileage, etc.), materials reproduction or other related services will be billed at actual cost on a monthly basis. Service fees and out-of-pocket expenses will be billed monthly within the first 10 business days of the next month. All onsite client activity that requires air travel will be billed at full-day rates, or as otherwise indicated as the per session fees in the Proposal fee table. Payment of our invoices is due within 30 days of receipt or may be subject to a 10% late payment penalty. Payment by credit card will incur a 3% processing fee. Client online processing or electronic transaction fees related to invoicing or payments, including client portal service fees, will be charged back to the client. ACCI IP I.AILICCI This engagement letter represents the entire agreement between The Village of Mount Prospect and inQUEST Consulting LLC with respect to this engagement and the terms of our relationship. It supersedes all other oral and written representations, understandings or agreements relating to this engagement. Please indicate your acceptance of this agreement by signing in the space provided below and returning a copy of this engagement letter to us. 11III..LAGE OF II° NOUI'^ T PRCCSP ( ..11.. 22 inQUEST l�; 11,11 Stetsli;r� Str,eet , 2 i, ll� uit,i! 3 O,fli-ago,,, H 6061M E34 7.81!1!30 61 117 2 9 3 L12,268,583 , I SCO "t � MI Lies tco nsu li ng.curn i n q iiIj e s t c o IIS s t. a III t i lun g ccXi'r W VILLAGE OF MOUNT PROSPECT REQUEST FOR QUALIFICATIONS: DIVERSITY, EQUITY AND INCLUSION CONSULTANT Village of Mount Prospect DUE DATE: October 1, 2021 50 South Emerson Street Mount Prospect, IL 60056 Attn: Heidi Neu SUBMIT QUALIFICATIONS BY EMAIL TO: hneu@mountprospect.org REQUEST FOR QUALIFICATIONS RESPONSE Company Name: inQUEST Consulting LLC Respondent (Contact) Name: Danata Andrews, Operations Manager Contact Email Address: danata@inquestconsulting.com Address: 180 N. Stetson Avenue City, State, Zip Code: Chicago, IL 60601 QUALIFICATIONS FOR: Diversity, Equity and Inclusion evaluation, per the specifications herein. Estimate for Services Not -To -Exceed $84,000 $84,000 Any and all exceptions to these specifications MUST be clearly and completely stated in writing on the qualifications sheet. Attach additional pages if necessary. NOTE TO RESPONDENTS: Please be advised that any exceptions to these specifications may cause disqualification. 24