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Professional Services Agreement for The Equity Project Training
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this _____ day of ___________, 2022
(“Effective Date”), by and between the CITY OF BOZEMAN, MONTANA, a self-governing
municipal corporation organized and existing under its Charter and the laws of the State of Montana,
121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT
59771, hereinafter referred to as “City,” and, The Equity Project, LLC, “The Equity Project”,
hereinafter referred to as “Contractor.” The City and Contractor may be referred to individually as
“Party” and collectively as “Parties.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1.Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Exhibit A and by this reference made
a part hereof.
2.Term/Effective Date: This Agreement is effective upon the Effective Date unless
earlier terminated in accordance with this Agreement.
3.Scope of Services: Contractor will perform the work and provide the services in
accordance with the requirements of the Scope of Services. For conflicts between this Agreement and
the Scope of Services, unless specifically provided otherwise, the Agreement governs.
4.Payment: City agrees to pay Contractor the amount specified in the Scope of Services
in the amount of $44,500. Any alteration or deviation from the described services that involves
additional costs above the Agreement amount will be performed by Contractor after written request
by the City, and will become an additional charge over and above the amount listed in the Scope of
Services. The City must agree in writing upon any additional charges.
5.Contractor’s Representations: To induce City to enter into this Agreement,
Contractor makes the following representations:
1st March
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a.Contractor has familiarized itself with the nature and extent of this Agreement, the
Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
and regulations that in any manner may affect cost, progress or performance of the Scope of Services.
b. Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform the services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this Agreement
shall not infringe upon or violate the rights of any third party, whether rights of copyright, trademark,
privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal,
state and municipal laws. The City will not determine or exercise control as to general procedures or
formats necessary to have these services meet this warranty.
6.Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered an employee
of the City for any purpose. Contractor is not subject to the terms and provisions of the City’s
personnel policies handbook and may not be considered a City employee for workers’ compensation
or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in
any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers’ Compensation Act,
Title 39, Chapter 71, Montana Code Annotated (MCA), and the Occupational Disease Act of
Montana, Title 39, Chapter 71, MCA. Contractor shall maintain workers’ compensation coverage for
all members and employees of Contractor’s business, except for those members who are exempted
by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder for
workers’ compensation coverage by an insurer licensed and authorized to provide workers’
compensation insurance in the State of Montana; or (2) proof of exemption from workers’
compensation granted by law for independent contractors.
In the event that, during the term of this Agreement, any labor problems or disputes of any
type arise or materialize which in turn cause any services to cease for any period of time, Contractor
specifically agrees to take immediate steps, at its own expense and without expectation of
reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific
steps Contractor shall take shall be left to the discretion of Contractor; provided, however, that
Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief
to the City so as to permit the services to continue at no additional cost to City.
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7.Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and
hold harmless the City, its agents, representatives, employees, and officers (collectively referred to
for purposes of this Section as the City) from and against any and all claims, demands, actions, fees
and costs (including attorney’s fees and the costs and fees of expert witness and consultants), losses,
expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or
damages of whatever kind or nature connected therewith and without limit and without regard to the
cause or causes thereof or the negligence of any party or parties that may be asserted against,
recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or
in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii)
any negligent, reckless, or intentional misconduct of any of the Contractor’s agents.
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses, including reasonable defense attorney fees, to the extent caused by the negligence or
intentional misconduct of the Contractor or Contractor’s agents or employees.
Such obligations shall not be construed to negate, abridge, or reduce other rights or obligations
of indemnity that would otherwise exist. The indemnification obligations of this Section must not be
construed to negate, abridge, or reduce any common-law or statutory rights of the City as
indemnitee(s) which would otherwise exist as to such indemnitee(s).
Contractor’s indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should the City be required to bring an action against the Contractor to assert its right to
defense or indemnification under this Agreement or under the Contractor’s applicable insurance
policies required below, the City shall be entitled to recover reasonable costs and attorney fees
incurred in asserting its right to indemnification or defense but only if a court of competent
jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to
indemnify the City for a claim(s) or any portion(s) thereof.
In the event of an action filed against the City resulting from the City’s performance under
this Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
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Contractor also waives any and all claims and recourse against the City, including the right of
contribution for loss or damage to person or property arising from, growing out of, or in any way
connected with or incident to the performance of this Agreement except “responsibility for [City’s]
own fraud, for willful injury to the person or property of another, or for violation of law, whether
willful or negligent” as per 28-2-702, MCA.
These obligations shall survive termination of this Agreement and the services performed
hereunder.
In addition to and independent from the above, Contractor shall at Contractor’s expense secure
insurance coverage through an insurance company or companies duly licensed and authorized to
conduct insurance business in Montana which insures the liabilities and obligations specifically
assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion
for liabilities specifically assumed by the Contractor in this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City. Contractor shall
furnish to the City an accompanying certificate of insurance and accompanying endorsements in
amounts not less than as follows:
• Workers’ Compensation – statutory;
• Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
• Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
• Automobile Liability - $1,000,000 property damage/bodily injury per accident; and
• Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City shall be endorsed as an
additional or named insured on a primary non-contributory basis on the Commercial General,
Employer’s Liability, and Automobile Liability policies. The insurance and required endorsements
must be in a form suitable to City and shall include no less than a thirty (30) day notice of cancellation
or non-renewal. Contractor shall notify City within two (2) business days of Contractor’s receipt of
notice that any required insurance coverage will be terminated or Contractor’s decision to terminate
any required insurance coverage for any reason.
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The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor’s Fault:
a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails
to perform any of its obligations under this Agreement, or otherwise breaches any terms or
conditions of this Agreement, the City may, by written notice, terminate this Agreement and
the Contractor’s right to proceed with all or any part of the work (“Termination Notice Due
to Contractor’s Fault”). The City may then take over the work and complete it, either with its
own resources or by re-letting the contract to any other third party.
b. In the event of a termination pursuant to this Section 8, Contractor shall be
entitled to payment only for those services Contractor actually rendered.
c. Any termination provided for by this Section 8 shall be in addition to any other
remedies to which the City may be entitled under the law or at equity.
d. In the event of termination under this Section 8, Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination.
9. Termination for City’s Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement, the City may
terminate this Agreement by written notice to Contractor (“Notice of Termination for City’s
Convenience”). The termination shall be effective in the manner specified in the Notice of
Termination for City’s Convenience and shall be without prejudice to any claims that the City
may otherwise have against Contractor.
b. Upon receipt of the Notice of Termination for City’s Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as
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may be necessary to preserve, protect, and maintain work already completed or immediately
in progress.
c.In the event of a termination pursuant to this Section 9, Contractor is entitled
to payment only for those services Contractor actually rendered on or before the receipt of the
Notice of Termination for City’s Convenience.
d.The compensation described in Section 9(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost
productivity, field office overhead, general conditions costs, or lost profits damages of any
nature arising, or claimed to have arisen, as a result of the termination.
10. Limitation on Contractor’s Damages; Time for Asserting Claim:
a.In the event of a claim for damages by Contractor under this Agreement,
Contractor’s damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature or kind.
b.In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim.
11.Representatives and Notices:
a.City’s Representative: The City’s Representative for the purpose of this
Agreement shall be Melody Mileur or such other individual as City shall designate in writing.
Whenever approval or authorization from or communication or submission to City is required
by this Agreement, such communication or submission shall be directed to the City’s
Representative and approvals or authorizations shall be issued only by such Representative;
provided, however, that in exigent circumstances when City’s Representative is not available,
Contractor may direct its communication or submission to other designated City personnel or
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agents as designated by the City in writing and may receive approvals or authorization from
such persons.
b.Contractor’s Representative: The Contractor’s Representative for the
purpose of this Agreement shall be Wylia Sims or such other individual as Contractor shall
designate in writing. Whenever direction to or communication with Contractor is required by
this Agreement, such direction or communication shall be directed to Contractor’s
Representative; provided, however, that in exigent circumstances when Contractor’s
Representative is not available, City may direct its direction or communication to other
designated Contractor personnel or agents.
c. Notices: All notices required by this Agreement shall be in writing and
shall be provided to the Representatives named in this Section. Notices shall be deemed given
when delivered, if delivered by courier to Party’s address shown above during normal business
hours of the recipient; or when sent, if sent by email or fax (with a successful transmission
report) to the email address or fax number provided by the Party’s Representative; or on the
fifth business day following mailing, if mailed by ordinary mail to the address shown above,
postage prepaid.
12.Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman
business license, and inspections from applicable governmental authorities, and pay all fees and
charges in connection therewith.
13 Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers’
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and
State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination,
affirmative action, and utilization of minority and small business statutes and regulations.
14.Nondiscrimination and Equal Pay: The Contractor agrees that all hiring by
Contractor of persons performing this Agreement shall be on the basis of merit and qualifications.
The Contractor will have a policy to provide equal employment opportunity in accordance with all
applicable state and federal anti-discrimination laws, regulations, and contracts. The Contractor will
not refuse employment to a person, bar a person from employment, or discriminate against a person
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in compensation or in a term, condition, or privilege of employment because of race, color, religion,
creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation,
gender identity, physical or mental disability, except when the reasonable demands of the position
require an age, physical or mental disability, marital status or sex distinction. The Contractor shall
be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United
States Code, and all regulations promulgated thereunder.
Contractor represents it is, and for the term of this Agreement will be, in compliance with the
requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act).
Contractor must report to the City any violations of the Montana Equal Pay Act that Contractor has
been found guilty of within 60 days of such finding for violations occurring during the term of this
Agreement.
Contractor shall require these nondiscrimination terms of its subcontractors providing services
under this Agreement.
15.Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor
shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs,
by any employee or agent engaged in services to the City under this Agreement while on City property
or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of
and shall comply with its responsibilities and obligations under the U.S. Department of Transportation
(DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City
shall have the right to request proof of such compliance and Contractor shall be obligated to furnish
such proof.
The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for
instructing its employees and agents in safe work practices.
16.Modification and Assignability: This Agreement may not be enlarged, modified or
altered except by written agreement signed by both parties hereto. The Contractor may not
subcontract or assign Contractor’s rights, including the right to compensation or duties arising
hereunder, without the prior written consent of the City. Any subcontractor or assignee will be bound
by all of the terms and conditions of this Agreement.
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17.Reports/Accountability/Public Information: Contractor agrees to develop and/or
provide documentation as requested by the City demonstrating Contractor’s compliance with the
requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons
authorized by the City to inspect and copy its books and records for the purpose of verifying that the
reimbursement of monies distributed to Contractor pursuant to this Agreement was used in
compliance with this Agreement and all applicable provisions of federal, state, and local law. The
Contractor shall not issue any statements, releases or information for public dissemination without
prior approval of the City.
18.Non-Waiver: A waiver by either party of any default or breach by the other party of
any terms or conditions of this Agreement does not limit the other party’s right to enforce such term
or conditions or to pursue any available legal or equitable rights in the event of any subsequent default
or breach.
19.Attorney’s Fees and Costs: In the event it becomes necessary for either Party to
retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice
required herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable
attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City
Attorney’s Office staff.
20. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
21.Dispute Resolution:
a.Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between senior-level
personnel from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties, the parties may invite an independent, disinterested mediator to assist
in the negotiated settlement discussions.
b.If the parties are unable to resolve the dispute within thirty (30) days from the
date the dispute was first raised, then such dispute may only be resolved in a court of
competent jurisdiction in compliance with the Applicable Law provisions of this Agreement.
22. Survival: Contractor’s indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
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23. Headings: The headings used in this Agreement are for convenience only and are not
be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to
which they refer.
24.Severability: If any portion of this Agreement is held to be void or unenforceable, the
balance thereof shall continue in effect.
25.Applicable Law: The parties agree that this Agreement is governed in all respects by
the laws of the State of Montana.
26.Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs,
legal representatives, successors, and assigns of the parties.
27.No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or
enforced by a third party.
28.Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
29. Integration: This Agreement and all Exhibits attached hereto constitute the entire
agreement of the parties. Covenants or representations not contained herein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties other
than as set forth in this Agreement. All communications, either verbal or written, made prior to the
date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this
Agreement by reference.
30.Consent to Electronic Signatures: The Parties have consented to execute this
Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act,
Title 30, Chapter 18, Part 1, MCA.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and
year first above written or as recorded in an electronic signature.
CITY OF BOZEMAN, MONTANA ____________________________________
CONTRACTOR (Type Name Above)
By________________________________ By__________________________________
Jeff Mihelich, City Manager
Print Name: ___________________________
Print Title: ____________________________
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
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Chief Operating Officer
Wylia Sims
The Equity Project LLC
SCOPE OF WORK
FOR
City of Bozeman
The Scope of Work agreed upon by City of Bozeman and The Equity Project includes the following Selected
Services.
Foundations of Equity – Workshop Series
The Equity Project believes in the power of education to spur individuals and organizations to take steps
that will change systems and outcomes for those people who have been historically marginalized,
disadvantaged, and inadequately resourced. Our educational workshops seek to provide participants with
the terminology, concepts, and practical skills they need to bring forth equitable change, in a manner that
will have lasting effects.
What to Expect:
•Relevant content – Workshops will include a blend of facilitated and small group discussions, with
tailored examples and anecdotes relevant to your field of practice.
•Proactive Engagement – We find that participants learn best when they are interacting with the
presented material. That is why each objective area allows for participant interaction, personal
reflection and exploration, and content discussion with peers.
•Respect for your ability to process the material – The topics our workshops cover can produce
discomfort, deep reflection, a personal accounting of previous actions, and/or even memories of
past trauma. To ensure that participants can digest the content and not be overwhelmed by any
feelings that may surface in discussing certain topics, we keep each virtual workshop to two hours
in length. We also provide prompts for reflection after each session and/or “homework
assignments” to ensure participants fully grasp the material.
•A tailored approach – Additional content can be added and organized, based on feedback from
your team, and our skilled facilitators are able to cover current events related to equity, diversity,
and inclusion, as well as pivot based on what participants share during the workshops.
Workshop #1 – Foundations of Equity, Diversity, and Inclusion
Course Description:
The national (re-)awakening around race that took place in 2020 catalyzed many individuals and
organizations to seek ways to demonstrate their commitment to equity, diversity, and inclusion (EDI).
Many people are taking that enthusiasm into their workplaces, hoping to infuse their companies and
organizations with equitable modes of operation. To do this effectively, education must precede taking
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action, since many individuals are not comfortable, or do not yet know how to have conversations about
equity at work, which are necessary to interrogate current policies and procedures.
Foundations of Equity, Diversity, and Inclusion aims to provide everyone – regardless of their starting point
on their equity journey – with a baseline understanding of basic concepts of EDI so that city employees
and leaders can begin to build consensus around how to move their equitable goals forward.
Participant Objectives:
By the end of this workshop, participants will be able to define and meaningfully discuss various concepts,
including the terms: equity, diversity, inclusion, equality, and fairness. They will also obtain an
understanding of bias and the Continuum of Equity and be able to connect the City of Bozeman’s mission
to EDI objectives.
Workshop Agenda:
• Welcome & introductions
• Taking stock of the current moment
o National perspective
o An Opportunity within the City of Bozeman
• Becoming Fluent in the Language of Equity – A Discussion of Key Terminology
o Diversity
o Inclusion
o Equity
o Equality
o Fairness
• Why DEI Concepts are Important in the City of Bozeman – An Analysis of Your Organization’s Mission
and Vision
• Exercise: How do you show up at work?
o Paseo protocol
• Closing and Next Steps
Homework:
• Reflect on today’s session: What did you learn that you had not realized before? Did any comment or
topic today spur further curiosity in you? Did anything make you feel uneasy or sensitive? Was
anything about today frustrating or inadequate? Interrogate those feelings and write about them.
• After you have given yourself time to reflect, draft a letter to yourself about what today’s workshop
meant to you. Include at least one personal and one professional challenge for yourself to complete
in the next 60 days. You can email it to yourself to access it later, or exchange a sealed, physical copy
with a colleague. We will revisit these letters later in the series.
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Workshop #2 – Creating Innovative Solutions: Expanding Your Horizons of Possibility
Course Description:
The inequitable outcomes we see across all sectors, from health care to education, and employment to
child development, are the result of inequitable systems functioning exactly as they were designed to
operate. For equitable outcomes to take hold, we need to create new operations, systems, and solutions.
To do that, we must be open to shifts in our thinking and the paradigms within which we work. We must
find ways to serve, act and engage differently or else we will continue to get inequitable results.
This session, Creating Innovative Solutions: Expanding Your Horizons of Possibility, aims to equip
participants with an understanding of the systems at play, which create the outcomes they may observe
within the City of Bozeman, and across our nation. Participants will learn how to utilize their discretion for
equitable purposes and how to leverage their roles within the City to create equitable outcomes.
Participant Objectives:
By the end of this session, participants will be able to identify how to interrupt the systems that create
inequitable outcomes by determining what choice points exist in their individual areas of work.
Participants will also understand the various roles necessary in an organization to further EDI efforts and
how to create change directly and indirectly.
Workshop Agenda:
• Welcome & introductions
• Subject Matter Expertise: Exploring the assets and limitations of subject matter expertise and
experience
• Building a balanced DEI committee
o Charter creation and goals of the group
o Differences that matter
o The two most important factors in determining who will be your “Organizational Equity
Architects”
• Exercise: Identifying Your Levers of Power
o A discussion on Choice Points and Employee Influence
• Closing and Next Steps
Homework:
• Consider today’s discussion on Choice points, those areas of discretion within your work
responsibilities. Describe 3-5 different ways you can use your positional authority and/or soft power
to affect one or more outcomes for an equitable purpose.
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Workshop #3 – Operationalizing Equity in the Workplace
Course Description:
As we shared in the beginning of this series, foundational education is necessary to begin to build
consensus around how to create desired outcomes. You now understand what E, D, and I, stand for and
the need for everyone’s involvement in the creation of new ways of operating. Many times, employees
seek “the answer” from an outside consultant, feeling that an external perspective is necessary to solve
long-standing issues. But the fact is that you and your colleagues know your organization and city best,
and you are likely the best people to tackle your own challenges.
In this session, you will learn how to apply previous lessons to a practical challenge you are currently facing
at work and in the city. Under The Equity Project’s guidance, you will learn an exercise that you can use
to solve problems – even those that have long perplexed your team – by utilizing the brain trust that
already exists within the City of Bozeman.
Participant Objectives:
By the end of this session, participants will be able to utilize the Three-Person Consultancy to identify why
a particular challenge is vexing your colleagues and recognize your own ability to apply a EDI lens to solve
a problem. Additionally, participants will learn to leverage their colleagues’ expertise to develop solutions
to current challenges.
Workshop Agenda:
• Welcome & introductions
• Discussion on leveraging internal organizational strengths
• Exercise: Three-Person Consultancy – A process aimed to help you find a solution to a current
challenge
o Structured listening exercise
o Create a “problem statement”
o 3-person breakout sessions
o Three rounds
o Large group report back
• Closing and Next Steps
Homework:
• Consider some work-related questions or challenges you would like a new perspective on. Utilize the
Three-Person consultancy in an identified area where you have gotten stuck and see if your colleagues
can help you identify a new solution or angle of analysis.
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The Equity Project, LLC
Page 5
Workshop #4 – Prospects for a New Direction: Turning Aspirations into Actions
Course Description:
This session will culminate in a tangible visioning document based on the lessons participants have learned
in the three previous sessions. Under the direction of The Equity Project, participants will undergo a
visioning session where they will combine the lessons they learned in Identifying Your Levers of Power and
the Three-Person Consultancy to help participants create a redesigned vision for their individual duties
and the work of their teams.
Participant Objectives:
At the end of this session, participants will be able to articulate a new vision for their job responsibilities
that incorporates the concepts of equity, diversity, and inclusion. Participants will also be provided with
tips that will help them bring a EDI approach to all aspects of their work.
Workshop Agenda:
• Welcome & introductions
• Discussion: What’s In a Vision?
o The importance of brainstorming
o How to offer and receive feedback for optimal efficacy
• Exercise: Moving from Aspirations to Actions
o Individual reflection
o Breakout Session: Team Visioning
o Share out
• Closing and Next Steps
Homework:
• Revisit the letter you drafted to yourself after the first session. Reflect on the following questions:
What has changed? Has anything remained the same? Have you followed through on the challenge(s)
you set for yourself? Why or why not?
• Draft a new letter to yourself. Create a set of DEI goals you will bring to fruition in the next 6 months.
Choose a trusted colleague to exchange letters with, and this time, share the contents of your letter
with that person. This colleague will be your DEI accountability partner, and you can check in with one
another monthly about the progress you’re making on your goals. Set a calendar invite for 6 months
from now to review your letters, reflect, and replicate the process.
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The Equity Project, LLC
Page 6
Workshop #5: Foundational Refresher
TEP Consultant-Led Refresher
The Equity Project will conduct an annual or bi-annual foundational refresher targeted towards
employees within the organization. These sessions will provide alignment amongst staff related to key
concepts and EDI terminology, while ensuring that content remains fresh and relevant.
Budget:
Bi-Annual: $6,000
Investment Options:
Workshops are priced at $3,500 per 2-hour workshop
Name Transformative Series of Workshops
Content Workshops 1 (All Staff), 2, 3, 4 (Select Staff)
# Of Workshops
Eleven (11)
Audience Workshop 1 with all staff, workshops 2,3& 4 with select staff
80 per session
Budget $38,500
+ Bi-annual refresher $44,500
Logistics:
• Each session will be conducted via Zoom.
• Sessions can accommodate up to 80 individuals.
• Sessions will include a hybrid of group discussion and small breakout sessions where participants
will be given a prompt by the facilitator and engage in dialogue amongst themselves. The
facilitator will pop into breakout rooms to check-in and provide guidance as needed.
Timeline:
January 19 - June 30, 2022 (Depending on the number of workshops)
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