HomeMy WebLinkAboutAgr 2022-04-01 (ReadySet)TOWN OF TIBURON
1505 Tiburon Boulevard, Tiburon, CA 94920
AGREEMENT FOR PROFESSIONAL SERVICES
Diversity, Equity and Inclusion Consulting Services
April 1, 2022
This Professional Services Agreement (the "Agreement") is dated__April 1___, 2022 and is by and
between the Town of Tiburon, a public body of the State of California ("Town") and The Ready Set
Company___, a ___a Delware Corporation____ relating to ___Diversity, Equity and Inclusion
Consulting Services (Services)___.
RECITALS:
WHEREAS, Government Code section 53060 permit the Town to enter into agreements for professional
services with individuals specially trained and experienced and competent to perform those services; and
WHEREAS, Consultant is willing to render such professional services, as hereinafter defined, on the
following terms and conditions.
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which are hereby
acknowledged, stipulated and agreed, the parties agree as follows:
AGREEMENT:
2.DESCRIPTION OF CONSULTANT’S SERVICES.Services are as described in the Town’s Request
for Proposals dated January 3, 2022,Exhibit 1, and the following:
____________Ready Set Proposal dated January 27, 2022, Exhibit 2______________
3.COMPENSATION FOR CONSULTANT’S SERVICES.Compensation for the Services shall be
(select one):
[X ]Lump Sum of $ __55,000.00___, with progress payments; or
[ ]Time and materials, per schedule of rates and charges included in Exhibit 1, with a
guaranteed not to exceed price of $ .
4.EFFECTIVE DATE AND TERM.
The effective date of this Agreement is __April 1, 2022_____ and it shall terminate no later than
___September 30, 2022______.
5.PERSONNEL SUPPLIED FOR CONSULTANT’S SERVICES.Consultant shall use only the
personnel listed below (resumes attached) in performing the Services. (If subconsultants are used,
list the firm, personnel and attach resumes).
Dr. Karina Eileraas Karakus (she/her) believes that technology alone cannot solve social problems
without genuine transformation of the culture that lies beneath. In addition to her work with ReadySet,
Karina teaches Gender & Sexuality Studies at UCLA with emphasis on global reproductive politics.
Dedicated to bridging theory and practice, she also consults with woman-owned start-ups and global
NGOs to develop intersectional approaches to challenge sexual violence; inequality; and the digital
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divide. Karina received a BA in Gender Studies, International Relations & French from Wesleyan
University; a MA in French from Northwestern University; and was the first Ph.D. graduate in Gender
Studies at UCLA. She has presented at global conferences and published widely on issues related to
identity, sexuality, social media and revolution in the Middle East & North Africa.
Prior to joining ReadySet, Dr. Karakus was a Visiting Assistant Professor at USC, UC Berkeley and
Pomona College; and a Consultant in Systems Integration, International Commodities Law and
International Tax at Accenture, Sidley & Austin and Ernst & Young.
Dulce Vega (she/her) is a scientist-practitioner with extensive facilitation and consulting experience
partnering with nonprofits, startups, and large companies to improve efficiency and effectiveness of
DEI efforts. In addition to a MS in Industrial Organizational Psychology from Saint Louis University,
Dulce has years of expertise in occupational health and workplace inclusion from her research.
Besides people science, her tools of the trade include organizational strategy, assessment, and
change and development.
(Note: While Karina and Dulce are your day to day points of contact, additional staff may be called
upon to support focus groups and 1:1s).
___________________________________________________________________________
6.TERMS AND CONDITIONS.Consultant shall perform the Services identified herein, in accordance
with the terms and conditions of this Agreement, including without limitation, terms regarding
Compensation, Schedule, Personnel,Annex “A” Agreement Terms and Conditions, and Annex “B”
Insurance. Consultant acknowledges its opportunity to negotiate such terms and conditions.
7.LIMITATIONS.Changes made to printed Terms and Conditions on this Agreement are null and void
unless approved in writing by the Town.
8.USE OF AGREEMENT.The Agreement title must appear on all invoices and correspondence. Send
invoices in duplicate to Town of Tiburon, Department of Administrative Services, 1505 Tiburon
Boulevard, Tiburon, CA 94920,immediately upon performance.
9. For purposes of this Agreement, Town and Consultant shall direct all communications to each other
as follows:
Town:
Town of Tiburon
Attn-Suzanne Creekmore, Director of Administrative Services
1505 Tiburon Boulevard
Tiburon, CA 94920
Phone: (415) 435-7359
Email: screekmore@townoftiburon.org
Consultant:
ReadySet
548 Market Street #98302
San Francisco, CA 94104
contact@thereadyset.co
IN WITNESS WHEREOF the parties have executed this Agreement in duplicate as of the dates identified
below.
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TOWN OF TIBURON:CONSULTANT:
[Name and Title of Dept. Director]
df
[Signature of Consultant]
Date:df
[Please print name of Consultant]
Town Manager
Title:
[If Corporation: Chairman, President, or Vice
President]
Date:
Date:
Attest:
[Town Clerk]
Approved as to form and procedure:
Town Attorney
END OF DOCUMENT
Town of Tiburon 7/20 3 Agreement for Professional Services
Rachel Marcuse
COO
Greg Chanis Town Manager
05 / 04 / 2022
05 / 04 / 2022
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ANNEX A – PROFESSIONAL SERVICES AGREEMENT TERMS AND CONDITIONS
This is an Annex to the Agreement for Professional Services Agreement dated _April 1, 2022_
(“Agreement”) between the Town and Consultant, as described therein, for the provision of professional
services (“Services”).
ARTICLE 1 –TERMS OF PERFORMANCE
1.01 Agreement Force and Effect.The provisions of this Agreement constitute the entire agreement
between the Consultant and Town regarding the Services, shall supersede all other prior
agreements between Consultant and Town with respect to the Services, and shall control over
any inconsistent provisions in any Consultant-prepared attachments hereto. No representation,
term or covenant not expressly specified in this Agreement shall, whether oral or written, be a
part of this Agreement. Town is not responsible for Services rendered without the authority of an
Agreement on this form.
1.02 Performance of Services.Consultant represents that it possesses the requisite training,
licenses and permits necessary to perform the Services, and that its performance of the Services
shall conform to the standard of practice of a professional having specific experience and
expertise in professional services of like nature and complexity of the Services.
1.03 Licenses.If a license of any kind, which term is intended to include evidence of registration, is
required of Consultant, its employees, agents, or subcontractors by federal or state law,
Consultant warrants that such license has been obtained, is valid and in good standing, and shall
be kept in effect all times during the term of this agreement.
1.04 Progress and Coordination.Upon Town’s request, Consultant shall provide Town with progress
submittals showing status of Services, at times and increments as Town may reasonably request,
and shall provide Town with a progress schedule for performance of the Services, at times and in
a level of detail as Town may reasonably request. Consultant shall coordinate with Town and
authorities with jurisdiction as necessary to perform the Services. Time is of the essence in the
performance of the Services.
1.05 Plans, Specifications, Reports, Deliverables.Work product under this Agreement shall be
professional in appearance, comply with the requirements of this Agreement and with design
criteria established by Town, applicable laws and codes, and with all applicable professional
standards. Services shall meet this standard within the agreed compensation and schedule;
services necessary to correct work product, errors or omissions in work product, shall not entitle
Consultant to an increase in compensation.
1.06 No Waivers.The granting of any payment, and any inspections, reviews, approvals or oral
statements by any Town representative, or certification by any governmental entity, shall not limit
or waive Consultant’s obligations under this Agreement. Either party’s waiver of any breach, or
the omission or failure of either party, at any time, to enforce any right reserved to it, or to require
strict performance of any provision of this Agreement, shall not be a waiver of any other right to
which any party is entitled, and shall not in any way limit or modify that party’s right thereafter to
enforce or compel strict compliance with every provision hereof.
1.07 Modifications.This Agreement may not be modified, nor may compliance with any of its terms
be waived, except by written instrument executed and approved by fully authorized
representatives of Town and Consultant. Consultant’s authorized representative is the individual
signing this Agreement unless Consultant otherwise informs Town in writing.
1.08 Payment Requests.Consultant shall submit all billings with all necessary invoices, time records,
deliverables, or other appropriate evidence of performance, after which Town shall make payment
at the earliest practicable time. If requested by Town to facilitate the payment process and track
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progress, Consultant shall provide Town with an itemization of its compensation according to a
Work Breakdown Structure (“WBS”) in a form Town supplies or approves (at Town’s option), that
defines all Agreement tasks (Consultant’s and Subconsultants’), along with a project schedule
defining the time line for each task, a project budget defining the planned man-hours and costs
for each task, and a schedule of deliverables defining each deliverable to be provided to Town.
1.09 Scope of Compensation.Agreed method of compensation shall be full compensation for all
Services required, performed or accepted under this Agreement, and Consultant shall not be
entitled to compensation or reimbursement beyond or outside of agreed compensation. If
Consultant previously commenced services within the scope of the Services, then the services
performed and the compensation paid shall be subject to the terms of this Agreement.
1.010 Additional Services.Payment for Additional Services shall require a written addendum or
amendment, negotiated and signed by the Consultant and Town prior to commencing work of
Additional Services, providing for the scope, schedule and terms of compensation.
ARTICLE 2 –LEGAL AND MISCELLANEOUS
2.01 No Assignment.Consultant shall not subcontract any portion of the Services or otherwise
assign this Agreement without prior written approval of Town, and Consultant shall remain
responsible for compliance with all terms of this Agreement, regardless of the terms of any such
assignment.
2.02 Records and Audit.At Town’s request, Consultant shall make available to Town, its authorized
agents, officers, or employees, for audit, photocopy or compilation, any and all ledgers, books of
accounts, invoices, payrolls, vouchers, cancelled checks, correspondence, internal memoranda,
calculations, drafts, and other records or documents evidencing or relating to the performance of
the Services (hard copy or electronic), expenditures and disbursements charged to Town in
connection with the Services. Consultant shall maintain such documents for at least three (3)
years following completion of the Services. Such rights shall be specifically enforceable.
2.03 Independent Contractor.Consultant is an independent Contractor and does not act as Town’s
agent in any capacity, whatsoever. Consultant is not entitled to any benefits that Town provides
to Town employees, including, without limitation, worker’s compensation benefits or payments,
pension benefits, health benefits or insurance benefits. Terms within this Agreement regarding
direction apply to and concern the result of the Consultant’s provision of Services, not the means,
methods, or scheduling of the Consultant’s work. Consultant shall be solely responsible for the
means, methods, techniques, sequences and procedures with respect to its provision of Services
under this Agreement. Consultant shall pay all payroll taxes imposed by any governmental entity
and shall pay all other taxes not specifically identified in this Agreement as Town’s responsibility.
2.04 Indemnity/Liability.To the fullest extent allowed by law (including without limitation California
Civil Code Sections 2782 and 2782.8), Consultant shall defend (with legal counsel reasonably
acceptable to Town), indemnify, and hold harmless the Town of Tiburon, its officers, directors,
officials, agents, employees, and volunteers (collectively,“Indemnitees”) from and against any
and all claims, suits, expenses, liability, cause of action, loss, cost, damage, injury (including,
without limitation, economic harm, injury to or death of any person, including an employee of
Consultant or its Subconsultants), of every kind, nature, and description, at law or equity,
(including without limitation, incidental and consequential damages, court costs, attorneys’ fees,
litigation expenses and fees of expert consultants or expert witnesses incurred in connection
therewith and costs of investigation) (collectively “Liabilities”), that arise out of, pertain to, or
relate to any negligence, recklessness, or willful misconduct of Consultant, any Subconsultant,
anyone directly or indirectly employed or retained by them, or anyone that they control. In the
event one or more defendants is unable to pay its share of defense costs due to bankruptcy or
dissolution of the business, the Consultant shall meet and confer with other parties regarding
unpaid defense costs. The Consultant’s obligations to indemnify, defend, hold harmless the
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Indemnitees shall not apply to the extent that such Liabilities are caused in whole or in part by the
sole negligence, active negligence, or willful misconduct of such Indemnitee but shall apply to all
other Liabilities, and in no event shall the cost to defend charged to the Consultant exceed the
Consultant’s proportionate percentage of fault.
2.05 Conflict of Interest.Consultant represents and warrants that it presently has no interest, and
shall not have any interest, direct or indirect, which would conflict in any manner with the
performance of work and services required under this Agreement. Without limitation, Consultant
represents to and agrees with Town that Consultant has disclosed any potential conflict of
interest, and will have no future conflict of interest, in providing Town services hereunder,
including but not limited to, any interest (financial, share ownership, shared management, shared
directors, or reporting responsibilities) Consultant may presently have, or will have in the future,
with respect to any other person or entity (including but not limited to potential suppliers, vendors,
consultants, contractors, or regulatory agency) which may have an interest in the subject matter
of the Services.
2.06 Confidentiality.Any information, whether proprietary or not, made known to or discovered by
Consultant during the performance of or in connection with this Agreement for Town, will be kept
confidential and not be disclosed to any other person. Consultant will immediately notify Town in
writing if it is requested to disclose any information made known to or discovered by Consultant
during the performance of or in connection with this Agreement. These conflict of interest,
confidentiality and future service provisions and limitations shall remain fully effective indefinitely
after termination of services to Town hereunder.
2.07 Ownership of Results.Any interest (including copyright interests) of Consultant or its
contractors or subconsultants (together,“Subconsultants”), in studies, reports, memoranda,
computational sheets, drawings, plans or any other documents (including electronic media)
prepared by Consultant or its Subconsultants in connection with the Services, shall become the
property of Town. To the extent permitted by Title 17 of the United States Code, work product
produced under this Agreement shall be deemed works for hire and all copyrights in such works
shall be the property of Town. In the event that it is ever determined that any works created by
Consultant or its Subconsultants under this Agreement are not works for hire under U.S. law,
Consultant hereby assigns to Town all copyrights to such works. With Town’s prior written
approval, Consultant may retain and use copies of such works for reference and as
documentation of experience and capabilities. As respects Consultant’s standard details and
proprietary design instruments of service (not specific to this Agreement), however, Town shall
have only a non-exclusive but otherwise unrestricted license to use the materials prepared in
connection with this Agreement.
2.08 Non-Discrimination Policy.Consultant shall not discriminate against any employee or applicant
for employment, nor against any Subconsultant or applicant for a subcontract, because of race,
color, religious creed, age, sex, actual or perceived sexual orientation, national origin, disability as
defined by the ADA or veteran’s status. To the extent applicable, Consultant shall comply with all
federal, state and local laws (including, without limitation, all Town and Town ordinances, rules
and regulations) regarding non-discrimination, equal employment opportunity, affirmative action
and occupational-safety-health concerns, shall comply with all applicable rules and regulations
thereunder, and shall comply with same as each may be amended from time to time. Consultant
shall provide all information reasonably requested by Town to verify compliance with such
matters. Consultant stipulates, acknowledges and agrees that Town has the right to monitor
Consultant’s compliance with all applicable non-discrimination requirements, and may impose
sanctions upon a finding of a willful, knowing or bad faith noncompliance or submission of
information known or suspected to be false or misleading.
2.09 Termination and Suspension.(i) Town may, with or without cause, direct Consultant to
suspend, delay or interrupt Services, in whole or in part, for such periods of time as Town may
determine in its sole discretion. (ii) Town may terminate performance of the Services under this
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Agreement in whole, or from time to time in part, for default, should Consultant commit a material
breach of this Agreement, or part thereof, and not cure such breach within ten (10) calendar days
of the date of Town’s written notice to Consultant demanding such cure, in which case Consultant
shall be liable to Town for all loss, cost, expense, damage and liability resulting from such breach
and termination. (iii) Town may terminate performance of the Services under this Agreement in
whole, or from time to time in part, for convenience, whenever Town determines that such
termination is in Town’s best interests, in which case Consultant shall be entitled to recover
compensation and costs for services performed to the effective date of termination, but may
recover no other cost, damage or expense. The Town may condition payment of such
compensation upon the Consultant’s delivery to the Town of any and all documents, photographs,
computer software, video and audio tapes, and other materials provided to Consultant or
prepared by or for Consultant or the Town in connection with this Agreement. Consultant shall
continue its work throughout the course of any dispute, and Consultant’s failure to continue work
during a dispute shall be a material breach of this Agreement.
2.010 Execution; Venue; Limitations.This Agreement shall be deemed to have been executed in the
Town of Tiburon, County of Marin. The exclusive venue for all disputes or litigation arising out of
this Agreement shall be in the Superior Court of the County of Marin, unless the parties agree
otherwise in writing. Enforcement of this Agreement shall be governed by the laws of the State of
California, excluding its conflict of laws rules. Except as expressly provided in this Agreement,
nothing in this Agreement shall operate to confer rights or benefits on persons or entities not party
to this Agreement. As between the parties to this Agreement, any applicable statute of limitations
for any act or failure to act shall commence to run on the date of Town’s issuance of the final
Certificate for Payment, or termination of this Agreement, whichever is earlier, except for latent
defects, for which the statute of limitation shall begin running upon discovery of the defect and its
cause.
ARTICLE 3 –CONSTRUCTION OF AGREEMENT
3.01 Headings.The headings in this Agreement are for convenience only and do not affect the
construction of this Agreement.
3.02 Modifications.Modifications to this Annex “A” Agreement Terms and Conditions shall not be
effective unless approved and initialed by Town’s Town Manager.
ARTICLE 4 –CONSULTANT’S PROPOSAL AND OTHER CONSULTANT-PREPARED
DOCUMENTS
4.01 Exhibit 2.Exhibit 2 consists of Consultant-prepared documents (e.g., Consultant’s rate sheet
and proposal, if any) attached to this Agreement for reference only, defining further the scope of
Consultant’s scope of Services hereunder.
4.02 Complementary Construction.This Agreement, its Annexes and attachments (including but
not limited to the attached Exhibit 2) are deemed complementary; what is called for by one is as
binding as if called for in both and shall be performed by Consultant. In the case of direct conflict,
then the requirement providing Town with the broader scope of services shall have precedence.
4.03 Modifications.Exhibit 2 may not supplement, contradict or qualify Annex “A” Agreement Terms
and Conditions, except as listed below and initialed by the Town Manager.
4.04 Named Personnel and Subconsultants.It is recognized that the named personnel and
Subconsultants in the Agreement are not bound by personal employment contracts to Consultant,
however, Consultant agrees that reassignment of any of the named personnel or Subconsultants
during the Services requires prior written approval of Town, which approval shall not be
unreasonably withheld. Under no circumstances may Consultant replace personnel or
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Subconsultants with less qualified or less experienced personnel, without Town’s written consent,
which may be withheld by Town on a reasonable belief of good cause.
END OF ANNEX “A”
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ANNEX B – INSURANCE REQUIREMENTS
This is an Annex to the Agreement for Professional Services Agreement dated __________
(“Agreement”) between Town and Consultant, as described therein, for the provision of professional
services (“Services”).
ARTICLE 5 –INSURANCE
Consultant’s Duty to Show Proof of Insurance. Prior to the execution of this Agreement, Consultant shall
furnish to Town satisfactory proof that Consultant has taken out for the entire period required by this
Agreement, as further described below, the following insurance, in a form satisfactory to Town and with an
insurance carrier satisfactory to Town, authorized to do business in California and rated by A. M. Best &
Company A- or better, financial category size VII or better, which will protect those described below from
claims described below which arise or are alleged to have arisen out of or result from the acts or
omissions of Consultant for which Consultant may be legally liable, whether performed by Consultant, or
by those employed directly or indirectly by it, or by anyone for whose acts Consultant may be liable:
5.01Commercial General Liability Insurance
Commercial general liability insurance, written on an “occurrence” basis, which shall provide coverage for
bodily injury, death and property damage resulting from operations, products liability, blasting, explosion,
collapse of buildings or structures, damage to underground structures and utilities, liability for slander,
false arrest and invasion of privacy arising out of construction management operations, blanket
contractual liability, broad form endorsement, a construction management endorsement, products and
completed operations, personal and advertising liability, with per location limits of not less than One
Million Dollars ($1,000,000) general aggregate and One Million Dollars ($1,000,000) each occurrence.
5.02Workers’ Compensation Insurance
Workers’ Compensation Employers’ Liability limits not less than One Million Dollars ($1,000,000) each
accident, One Million Dollars ($1,000,000) per disease and One Million Dollars ($1,000,000) aggregate.
Consultant’s Workers’ Compensation Insurance policy shall contain a Waiver of Subrogation. In the event
Consultant is self-insured, it shall furnish Certificate of Permission to Self-Insure signed by Department of
Industrial Relations Administration of Self-Insurance, State of California.
5.03Professional Liability Insurance
Professional Liability Insurance, either limits of not less than One Million Dollars ($1,000,000) each
occurrence or claim and Two Million Dollars ($2,000,000) aggregate, all with respect to negligent acts,
errors or omissions in connection with services to be provided under this Agreement, with no exclusion for
claims of one insured against another insured and with tail coverage for a period of five (5) years after the
completion of the Services.
5.05 Additional Insured / Waiver of Subrogation
Consultant shall include Town, its officers, officials, agents, employees and volunteers as Additional
Insureds under the General Liability and Auto policies, and shall supply specific endorsements for same.
The Additional Insured endorsement under the General Liability policy will be the Additional Insured –
Town, Lessees or Contractors – Scheduled Person or Organization ISO Form CG2010 with the current
applicable revision date. It is acceptable that the Additional Insured endorsement to provide “where
required by written contract." Consultant shall obtain a specific endorsement to its workers’
compensation insurance policy waiving all rights of subrogation against the Town, its officers, officials,
agents, employees and volunteers.
Annex B - 1
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5.06 The policies shall apply separately to each insured against whom claim is made or suit is
brought except with respect to the limits of the company’s liability.
5.07 Written notice of cancellation of the policies shall be mailed to Town thirty (30) days in
advance of the effective date thereof.
5.08 Insurance shall be primary insurance and no other insurance or self insured retention
carried or held by any named or additional insureds other than that amount Consultant shall be called
upon to contribute to a loss covered by insurance for the named insured.
5.09 Certificates of Insurance and Endorsements shall have clearly typed thereon the title of
the Agreement, shall clearly describe the coverage and shall contain a provision requiring the giving of
written notice.
5.10 Nothing herein contained shall be construed as limiting in any way the extent to which
Consultant or any of its permitted subcontractors or subconsultants may be held responsible for payment
of damages resulting from their operations.
If Consultant fails to maintain any required insurance, Town may take out such insurance, and deduct
and retain amount of premium from any sums due Consultant under this Agreement.
END OF ANNEX “B”
Annex B - 2
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Request For Proposal (RFP)
for
Town of Tiburon
Due By:January 27, 2022
Contact Information
Email preferred for contact
Contact Person:
Y-vonne Hutchinson, CEO
E-mail Address:inbound@thereadyset.co
HQ Address:4505 S. Slauson Ave #205
Los Angeles, CA 90230
Mailing Address: 548 Market St. PMB 98302
San Francisco, CA 94104
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Table of Contents
COVER LETTER 3
Who is ReadySet?3
Why ReadySet?4
Our Human-Centered Values 4
Our High-Touch, Data-Driven Approach 5
Our Deep Expertise and Relevant Qualifications 6
READYSET APPROACH TO ENGAGEMENT 7
Overview of Our Plan 7
Our Strategic DEI Approach: Proposed Budget and Timeline 8
Ongoing Support and Advising 10
Project Management and Support 10
NEXT STEPS 11
REFERENCES 11
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COVER LETTER
The Town of Tiburon (the Town) is seeking proposals from qualified professional consultants to
provide diversity, equity, and inclusion (DEI) consulting services. The Town intends to select a
consulting partner to advise Town Manager, Director of Administrative Services, other Town
staff, Town Council, and Diversity and Inclusion Task Force on recommendations pertaining to
hiring, advancement, retention and training practices that align with the Town’s DEI objectives.
This document constitutes a proposal by ReadySet in response to the Town’s Request for
Proposals - Diversity, Equity, & Inclusion Consulting Services:Hiring, Advancement, Training and
Retention Policies and Procedures and communicates our acknowledgment of the Town’s
Agreement for Professional Services.
Who is ReadySet?
ReadySet is a Black Woman-owned DEI strategy, consulting, and training professional services
firm that specializes in integrating and embedding DEI strategies and practices within innovative
organizations. Founded in 2015, ReadySet has helped over 100 organizations to date in
developing a high-impact approach to diversity, equity, and inclusion. Our clients span industries
from tech to city governments and nonprofits; from small startups to social change
organizations; and from local to regional to large multinational global entities. We bring a
holistic and intersectional approach utilizing field-tested best practices and a strong emphasis on
data-driven solutions that is intrinsic to our team’s deep experience in both academia and the
field.
Our work can be separated into the following areas of expertise:
●Assessment and Data Analytics: We offer a bird's eye view of every organization. Our
assessment strategies include data and document reviews, focus groups, one-on-one
interviews, and surveys to better understand equity, inclusion, and diversity needs.
●Metrics, Benchmarking, and Impact Assessments: We help our clients develop targeted
goals and monitor the success of their DEI programs and initiatives- much like a DEI
scorecard.
●Talent Strategy: We assist teams in developing and implementing custom approaches to
recruiting, retention, and professional development through a business-informed DEI lens
that feels organic and woven into company processes. We work with leaders to
understand what organizational and cultural dynamics may get in the way of attracting,
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retaining, and promoting team members from underrepresented groups and invigorate
employees about their access to opportunity.
●Process and Policy Design: We design custom processes to create inclusive work practices
and cultures. We review, revamp and create elements such as employee handbooks,
company policies, and inclusive principles for functional practice.
●Learning and Development: We equip employees, managers, team members, and leaders
with tools to foster belonging across the organization through our workshops, trainings,
and coaching services.
●Executive and Individual Staff Coaching: We help strengthen the capacity of leaders and
front-line managers to build and manage diverse and inclusive teams. We also work with
individual contributors and members to build professional capabilities and DEI capacity.
●Communication Support: From web copy to public events, we help companies effectively
communicate internally and externally about their DEI values, goals, and programming.
●Change Management: We support individuals, managers, and executives with the tools
necessary to successfully and sustainably make the programmatic and cultural changes
necessary to become more diverse and inclusive.
●Ongoing Consulting and Advisory Services: These services can help embed DEI practices
in company practices and processes.
Why ReadySet?
Our Human-Centered Values
One of the core beliefs that we hold at ReadySet is that no social justice work can be done well
without applying the principles and outcomes we aim to achieve — including diversity, equity,
and inclusion — to the methods by which we do them. More simply said, the “how” matters just
as much as the “what.”
Our “how” comes to life in the way that we continuously seek to minimize harm, take an
intersectional lens to the work, and center people first — especially those with minoritized
identities — every step of the way. This way of doing our work and creating meaningful impact
for our clients endures because of the foundation in human-centered values that motivate
everyone at ReadySet. They are:
●Empathy:The DEI journey is deeply personal, and oftentimes charged in the work
context. We focus on the humans we are in conversation with and acknowledge shared
experiences, knowing the only way through is together.
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●Growth Mindset:The DEI journey can also mean looking at uncomfortable truths. We
encourage our clients to learn from these challenges and choose a different course of
action forward.
●Enthusiasm:DEI work is iterative and takes time and intention to do well. There is rarely a
quick fix, so you need something meaningful to keep you going. For all of us at ReadySet,
this work is our calling.
●Creativity:Our rigorous, data-focused approach, our holistic and integrated design, and
our high-touch, personalized process create the right conditions for creative thought
partnership.
●Integrity:Every organization is different, and every solution is unique.
Our High-Touch, Data-Driven Approach
While no one has perfected how to apply DEI principles to better support organizations in a
comprehensive manner, we strive for better organizational practices through:
●Emphasis on Data – ReadySet loves data. To ensure we drive successful initiatives that are
targeted, context-specific and high impact, we ground our work in data collected and
analyzed during the initial assessment process – from partnering to build or update an
organization-wide survey, to researching best practices, to one-on-one discussions with
staff – and use this information to develop a baseline to benchmark our initiatives in the
long term. By emphasizing data from the beginning of the engagement, and translating
insights into specific actions that can be taken daily, we move our clients from what
sounds good to what works.
We start our assessment process for each engagement by reviewing existing documents
and materials to accelerate our understanding of the organization. If recent survey data is
not readily available, we collaborate with stakeholders to tailor a survey to touch on key
topics or look outside the organization for evidence-based best practices, and potentially
even user testing. Our team of people scientists analyzes the data across demographic
groups with an intersectional lens for interesting insights and areas of impact, which then
helps us discover gaps and patterns to further investigate.
We value the stories and voices of the people who make your organization run. During
the qualitative phase of the assessment, we talk to members of the community across
the organization, from managers and individual contributors, across departments, and
teams to get a rich and deep understanding of root causes. This allows us to formulate an
impactful and effective strategy that focuses on both easy wins and long-term growth
areas.
●Tailored and Integrated Design – Taking into account the public sector focused context of
the Town, we know a check-the-box solution or generic audit approach won’t work. To
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scale quickly, once we have done the initial data gathering, the next step will be to dive
into strategic problem-solving work sessions with the Town’s leadership, Diversity and
Inclusion Task Force, and other key stakeholders to dig into the “why” of DEI focused
questions, and then translate this understanding into a framework for the Town’s
stakeholders. Ultimately, this approach lays the foundation for sustainable organizational
change.
●Participatory and Consultative Approach – ReadySet believes that a participatory,
consultative approach, which emphasizes collective buy-in, is most conducive for the
successful implementation of DEI work. We anticipate including a core group of the
Town’s staff, especially the Town Manager (or representative) and members of the
Diversity and Inclusion Task Force, at every stage of the engagement: data-gathering and
assessment, strategic working sessions, and recommendations development, to ensure
institutional knowledge from the ground up. Since key stakeholders have understood
each step of the journey, they know the “why” behind decisions and are able to continue
to evolve the work long after the engagement ends.
●Adaptive Learning Methods to Build Capacity – Our pedagogical approach utilizes a range
of different types of learning. We provide varying ways to learn and engage with
materials presented during any training, including written materials, presentations, and
interactive exercises. In customized training, we build individuals’ capacity through highly
interactive and experiential learning. We encourage open dialogue and group discussion.
We bring a heavy emphasis on the practical application of strategies and tools
participants can immediately implement to foster growth outside of the workshop
setting. While learning and development activities are not included in this scope of work,
we offer a wide range of learning and development offerings if needed.
Our Deep Expertise and Relevant Qualifications
Our team is diverse, and our approach is intersectional, grounded in varied academic and
business disciplines. Our seasoned network of consultants is composed of professionals with
decades of experience organizing around DEI as well as in the areas of talent strategy, learning
and development, and organizational change. Our incredibly diverse team includes a multitude
of intersecting identities and backgrounds; over half are women-identified, over half are People
of Color, and more than a third are LGBTQ+.
While CEO,Y-Vonne Hutchinson and COO,Rachel Marcuse will oversee the project as needed,
consultants and subject matter experts who will likely be part of this engagement include:
Christopher Riddick, Ed.D. - Dr. Riddick has nearly fifteen years of experience in the management
consulting industry, focused primarily on people practices, organizational development, and
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change management in the public sector, including local, state, and federal government
organizations. Chris received both his Bachelor of Arts in Public Policy Analysis and Master of
Public Administration from the University of North Carolina at Chapel Hill. He also holds a Master
of Science in Education degree from Indiana University. He completed his Doctor of Education in
Organizational Change and Leadership from the University of Southern California’s Rossier School
of Education where his dissertation focused on barriers to racial and ethnic staff diversity in
nonprofit organizations.
Jennifer Bustamante, Ph.D. - Dr. Bustamante holds both an M.A. and a Ph.D. in
Social-Organizational Psychology from Columbia University. As a People Scientist and consulting
leader with decades of experience planning, developing, and executing DEI initiatives, she has
developed data-driven strategic initiatives for clients in varied industries. She is a fluent, bilingual
(English/Spanish) strategist effective at analyzing and synthesizing data to identify cultural
challenges and develop tailored and targeted solutions. Prior to ReadySet, she served as a Talent
and Organization Consulting Manager at Accenture where she designed and implemented
organizational enhancements for numerous organizations.
(Please note that final staffing decisions will be made during the contracting phase of the
engagement should ReadySet be awarded. Additional advisory or subject matter expertise may
be pulled from the rest of the ReadySet team as the project requires. Detailed Team Bios can be
found on our team webpage.)
READYSET APPROACH TO ENGAGEMENT
Overview of Our Plan
Why this work matters:As noted in the Town’s RFP “in October 2020, the Town Council
established a Diversity and Inclusion Task Force to provide advice to the Town Council, Town
Manager, and Police Chief regarding issues of diversity and inclusion involving the Police force as
well as advice to the Town Manager and Town Council regarding ways to improve diversity and
inclusion generally in the Town of Tiburon. The Town of Tiburon is committed to advancing
diversity, equity and inclusion and addressing issues related to these areas.” If the lens of DEI is
not successfully applied and integrated into the Town’s policies, practices, and procedures the
Town runs the risk of not achieving its intended DEI outcomes.
The major outcomes and endpoints for this engagement are:
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DEI Audit and DEI Summary Report
In order to best attend to the needs of the Town and develop a sustainable and targeted
strategic plan, we propose beginning with an organizational assessment to determine the level
and characteristics of existing needs, keeping in mind the Town’s mission and context. This
understanding will inform and help in the development and execution of diverse, equitable and
inclusive values, and future strategic work. Throughout the process, ReadySet can also advise on
internal communication and procedures.
Our DEI Audit and Assessment will include the following elements:
●Document Review: ReadySet will review pertinent written materials related to the Town’s
hiring, advancement, retention, and training practices, including: Town-wide policies, the
Municipal Code, bargaining unit Memorandums of Understanding, department policies,
recruitment fliers, interview evaluation forms, performance evaluation forms, and other
related documents. Furthermore, ReadySet will review communication, employee
policies and practices, team engagement, any past anti-racism or DEI work done, and any
engagement survey data collected.
●Survey Data Analysis: ReadySet will also review and analyze results or any pertinent data
provided by the Town, including engagement surveys and demographic data related to
the Town’s workforce and community.
●Focus Groups & Interviews: To gather a deeper understanding of the Town’s current
state, ReadySet will also conduct a combination of 1:1s and focus groups with Town staff
and stakeholders to supplement the information gathered from the document and data
reviews. The interviews often give us the best information about what the acute and long
term needs and perceptions of the community are and help us prepare to effectively
develop strategy.
●DEI Summary Report Presentation:At the conclusion of the assessment, ReadySet will
provide a full findings and recommendations presentation (aka DEI Summary Report) and
align with the Town’s leadership and other key stakeholders on impact areas and next
steps toward a sustainable approach for programming and workshop content and further
strategic initiatives to address the Town’s hiring, advancement, training and retention
goals.
Our Strategic DEI Approach: Proposed Budget and Timeline
The estimated completion dates and budget for the proposed activities are as follows. Please
note that these dates and prices will be finalized as part of scoping and contracting conversations
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- this is only a sample schedule. The anticipated start date is March 2022. Additional details
regarding our projected timeline are provided below.
Organizational Assessment
(March - June 2022)
We will conduct a comprehensive organizational assessment to achieve a deep understanding of the
Town’s current cultural context, leadership vision, and specific needs, keeping in mind their values,
mission, and context. The data collected during the assessment will validate current risk areas and
identify any potential additional gaps. From that point, we will provide a baseline from which to
measure success, as well as incorporating community perceptions and fluency around DEI across the
organization.
Scope Work Process
Goal: To establish and/confirm a baseline to determine: 1) gaps in the
Town’s policies, practices, and procedures pertaining to hiring,
advancement, training, and retention and 2) how identified gaps
might be addressed.
Activities will include:
●Survey and Data Analysis -- ReadySet will analyze survey results
and demographic data provided by the Town
●Stakeholder Engagement - ReadySet will conduct independent
interviews, and focus groups, to obtain additional feedback and
provide a qualitative assessment of DEI with the Town’s staff and
community stakeholders.
●Internal Equity Evaluation - The internal equity audit includes a
review of existing documents regarding hiring, advancement,
retention, and training practices.
●DEI Summary Report and Presentation: The data collected will be
analyzed to ascertain alignment with best practices, target focus
areas and assign priorities/ next steps. It will also be used to
develop program and training recommendations.
●Learning and Development Plan: Following a review of the Town’s
organizational assessment, determine what areas need culturally
competent trainings and employee engagement.
Survey and data analysis (2-4
weeks)
Internal and External Policy
Review (2-3 weeks)
Internal Equity Evaluation
(2-3 weeks)
~10-15 staff interviews and
~3-5 stakeholder focus
groups (8-10 weeks)
Analysis and synthesis of
quantitative and qualitative
data sources (4-5 weeks)
Deliverables:
●Project plan
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●Project Management: Project management activities will occur
throughout the engagement to keep the Town Manager and other
designated staff informed of progress, milestones, and next steps.
○Kick-off meeting at start of the engagement
○Weekly check-ins
○Logistics, coordination, and other project planning
needs
●Data analysis of
demographic data and
services provided
●Data visualization
(graphs) and insights for
DEI Summary Report
●DEI Summary Report
Presentation Deck
●90-minute report out to
Town leadership and
Diversity and Inclusion
Task Force
●DEI Capability Building
and Training Plan
Organizational Assessment Total: $55,000
Ongoing Support and Advising
As the work to improve, build, and embed best practices and programming related to DEI within
the Town continues, we are available to support leadership and staff in its implementation
through ongoing coaching and/or consulting hours. This may include advising on employee
engagement programs, events, incident-response, internal and external communication, policy
and process changes, and initiative development. We can also help the team benchmark and
track progress of initiatives as you scale.
Project Management and Support
The point of contact through the RFP process will be Dr. Christopher Riddick. After contracting,
the Town will be coordinating with the assigned project lead and consultant(s) directly. The Town
will provide administrative and project resources to support initial discovery and ongoing project
work, including assistance in the collection of documents, scheduling, etc.
At ReadySet, we pride ourselves on our responsiveness.We expect to be available on the
same day for urgent issues, within 24 hours for time-sensitive issues, and within 72 hours
for other email or phone correspondence. Some of our consultants are with us part-time and we
are distributed across the United States, so we ask for your flexibility with scheduling.
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NEXT STEPS
We hope this proposal addresses your needs. We look forward to talking through this proposal
with you in more detail and incorporating your thoughts and clarifications. If we reach an
agreement to move forward, we will follow-up with our standard services agreement.
REFERENCES
Due to ReadySet’s strict confidentiality policies, we are unable to share details of services or
contract amounts for past or current clients.
University of California San Francisco
(February - November 2020)
Jyothi Marbin, MD Director of the Pediatrics Leadership Program
for the Underserved
jyothi.marbin@gmail.com (510) 642-5482
Summary of Activities:Multiple customized workshops at all levels, facilitated discussions,
strategic progress evaluation, additional advisory
NextGen America
(July - November 2020)
Keith Yetter Chief Operating Officer
keith.yetter@nextgenamerica.org (805) 748-4856
Summary of Activities:ERG design, DEI Council development, executive coaching and tailored
trainings for leaders, employee trainings at all levels, HR and communications initiatives
Mercy Housing
(July - December 2020)
Jennifer Covert Director of Mission Education and Values
Integration
jcovert@mercyhousing.org (303) 830-3485
Summary of Activities:Highly tailored workshops for wide-spanning and more targeted groups,
DEI strategy and solution implementation, additional advisory
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Audit Trail
Title
File Name
Document ID
Audit Trail Date Format
Status
Town of Tiburon<>ReadySet PSA
DRAFT PSA-ReadySet_04-14-22.docx (1).pdf and 1 other
bf451610e2a3ef4fd17ba06f35662b161da9db6f
MM / DD / YYYY
Signed
05 / 04 / 2022
16:57:32 UTC
Sent for signature to Rachel Marcuse (rachel@thereadyset.co)
and Greg Chanis (gchanis@townoftiburon.org) from
megan@thereadyset.co
IP: 104.244.25.7
05 / 04 / 2022
16:59:06 UTC
Viewed by Rachel Marcuse (rachel@thereadyset.co)
IP: 98.35.95.228
05 / 04 / 2022
16:59:39 UTC
Signed by Rachel Marcuse (rachel@thereadyset.co)
IP: 98.35.95.228
05 / 04 / 2022
17:14:18 UTC
Viewed by Greg Chanis (gchanis@townoftiburon.org)
IP: 199.88.91.42
05 / 04 / 2022
17:16:16 UTC
Signed by Greg Chanis (gchanis@townoftiburon.org)
IP: 199.88.91.42
The document has been completed.05 / 04 / 2022
17:16:16 UTC