HomeMy WebLinkAbout22- Professional Services Agreement - Morten Group - Development of an Equity and Inclusion Plan Professional Services Agreement for Equity & Inclusion Plan
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this 25th day of October 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, Morten Group, 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 and will
expire on the 30th day of December, 2023, 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. 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:
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,
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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.
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
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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.
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
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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.
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
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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
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
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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 Dani Hess 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
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 Mary Morten 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
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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
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.
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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.
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
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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.
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
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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.
31. Extensions: this Agreement may, upon mutual agreement, be extended by written
agreement of the Parties.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
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 Morten Group, LLC_________________
CONTRACTOR (Type Name Above)
By________________________________ By__________________________________
Jeff Mihelich, City Manager
Print Name: _Mary Morten_____________
Print Title: President___________________
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
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Morten Group, LLC Proposal to The City of Bozeman -1-
UPDATED SCOPE OF PROJECT
PHASE ONE: CONNECT
During this initial project phase, Morten Group will meet with the Belonging in Bozeman (BIB) Core
Team and City of Bozeman Steering Committee (SC) to introduce the firm, explain the process
we’d be embarking upon together, and take the temperature of the group in regards to its
members’ analysis of equity and inclusion.
Also in this initial phase, Morten Group will perform a thorough review of the background materials
listed in the provided RFP, as well as any additional relevant materials to better understand
Bozeman’s current landscape. Morten Group will collaborate with the BIB Core Team to develop a
timeline for the project..
COMMUNITY ENGAGEMENT PLAN
Morten Group will work with BIB to develop a community engagement plan for this work using a
previously developed template from the City of Bozeman team. Morten Group plans to partner with
local nonprofits in the development and implementation of the community engagement plan.
PHASE TWO: PLAN
During this initial phase, Morten Group will work in collaboration with the City of Bozeman’s Steering
Committee and BIB to develop capacity areas and priorities therein when considering the Equity
and Inclusion Plan (E&IP). Using the predetermined equity indicators as a guide, Morten Group will
create drafts of the plan for approval from the Steering Committee. The following tasks will be
completed during this phase.
1.Development of capacity areas and priorities
Morten Group will facilitate a two-hour session with the City of Bozmean’s Steering
Committee and Belonging in Bozeman (SC/BIB) to brainstorm and develop priorities and
capacity areas for the E&IP using the predetermined equity indicators as a guide.
2.Draft(s) of Equity and Inclusion Plan (E&IP) goals + review meeting(s)
Morten Group will provide a draft of 2-3 goals per capacity area for review by the SC/BIB.
Consultants will facilitate a review and feedback session which will be followed by additional
drafts of the goals.
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3.Development of tasks
Morten Group will facilitate a second two-hour brainstorming session with the SC/BIB to
discuss and prioritize tasks related to each of the finalized plan goals.
4.Draft(s) of E&IP tasks + review meeting(s)
Morten Group will provide a draft of 3-5 tasks per goal in each capacity area for review by
the SC. They will then facilitate an additional review and feedback session(s) which will be
followed by additional drafts of the goals.
5.Completion of E&IP
Morten Group will send a finalized plan to SC/BIB for review and facilitate a session that
supports SC/BIB members in fine-tuning the timeline and success metrics for each task
outlined in the plan. Morten Group will then review the timeline for common pitfalls (i.e.
frontloading tasks into the first year, unrealistic metrics for success, etc.) and return the draft
to the SC.
6.Finalization of E&IP and summary document development
Once the plan has been finalized and approved by city management, Morten Group will
work with the SC/BIB to develop a summary document that can be shared publicly.
PHASE THREE: IMPLEMENT AND ROLL OUT
Following completion and approval of the E&IP, Morten Group will provide feedback to BIB and the
SC/BIB during the development of talking points for plan rollout and implementation as well as the
extension of Phase One’s community engagement plan.
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SCOPE OF PROJECT SUMMARY
ACTIVITIES TASKS DELIVERABLES MILESTONES
PHASE ONE
Project launch and
development of community
engagement plan
October - December 2022
Launch meeting with Belonging in Bozeman (BIB) and
Steering Committee (SC):
●Meeting prep and agenda generation
●Meeting facilitation
●Meeting follow-up
In collaboration with BIB, prepare for the project launch::
●A review of background materials
●Development of final project timeline
Support the creation of the Comm. Engagement Plan:
●Monthly meetings with BIB working group
●Technical support for special working group to
support plan development (not to exceed 15 hours)
●Fully executed
contract
●Final project
timeline
●Final Community
Engagement Plan
●Materials review
completed
●Delivery and approval of
Community
Engagement Plan
PHASE TWO
Development of the E&IP
January 2023 - June 2023
Development of the E&IP:
●Two 2-hour generative working sessions with the
SC/BIB to develop goals and tasks for the E&I Plan
●Drafts of goals and tasks (see Scope of Services)
●Plan development review meetings
●E&I Plan summary document development
●Final E&IP
●E&IP summary
document
●Capacity areas and
goals finalized
●Tasks finalized
●Delivery/approval of E&IP
and summary doc
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ACTIVITIES TASKS DELIVERABLES MILESTONES
PHASE THREE
Recommendations for
implementation
June - July 2023
Facilitate the development of tools, recommendations,
and resources for BIB:
●One meeting with SC/BIB and BIB to review:
○Talking points and documents for D&I plan roll
out and implementation
○Communication channels to facilitate
continued collaboration and plan progress
●Monitoring
document and
timeline for regular
periodic updates of
the action plan
●Continuous monitoring
and evaluation of the
action plan
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PROJECT TEAM MEMBERS
MARY MORTEN |PRESIDENT
Mary Morten is widely recognized as a bridge builder and connector
guiding disparate voices together toward common goals and mutual
accountability. Morten Group was built with an intentional focus on the
inclusion of a multiracial, cross-generational group of professionals that
remains at the heart of the firm’s commitment to social justice while
centering diversity, racial equity and inclusion, executive placements,
and research. Mary’s podcast “Gathering Ground” covering topics on nonprofit management,
foundations, and equity and inclusion can be heard on Apple Podcasts, Google Podcasts, and
wherever you listen to podcasts.
Previous positions include Associate Director, Interim Executive Director, and Board President of
Chicago Foundation for Women, the region’s largest women’s fund; as well as the past Director of
the Office of Violence Prevention for the Chicago Department of Public Health. Prior to this position,
Mary was an appointee for Mayor Richard M. Daley as a Director in the Chicago Commission on
Human Relations.
In collaboration with Geneva Porter, Morten Group’s Senior Project Director, she recently contributed
to “Leading Systems Change in Public Health: A Field Guide for Practitioners,” a new book from the
de Beaumont Foundation and Springer Publishing offering readers a practice-based guide that
examines systems change in public health. Their chapter, “Organizational Leadership: ‘We Are the
Ones We Have Been Waiting For,’” focuses on fostering equitable organizational change through
power transfer and a grounding in community and collaboration.
Mary has been recognized by many organizations ranging from Women in Film to Equality Illinois,
the YWCA of Evanston/Northshore to About Face Theater. In 2020, the Public Health Institute of
Metropolitan Chicago established the Mary F. Morten Justice Award in recognition of Mary’s long
term work as an activist, advocate, and champion of social justice.
Mary holds a Bachelor of Arts degree in communications with an emphasis in radio and television
from Loyola University Chicago.
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VINCE PAGÁN |PROJECT DIRECTOR
Vince Pagán is proud to have been working with Morten Group for over 10
years, having joined the team in 2012 as a Project Assistant. Previously,
Vince served as Morten Group’s Project and Operations Manager, where
his responsibilities focused on finance, office administration, systems and
infrastructure, and project management. Now one of Morten Group’s
Project Directors, Vince works with clients in the areas of systems and
operations, strategic planning, and racial equity integration. Vince recently served as the Project
Manager for the facilitation of a community roundtable to review the City of Bozeman’s Equity
Indicators Report. He also oversees marketing and communications for the firm and serves as
Producer for many of the company’s media projects, including the Gathering Ground podcast.
Vince spent the early part of his career as a teaching artist in the areas of theatre and storytelling
with additional experience as a development professional and fundraising event planner. In 2017,
he was selected as one of Windy City Times’ 30 Under 30 in honor of his work supporting Chicago’s
LGBTQ youth. Vince holds a BA in Theatre Studies from Ithaca College and is fluent in Spanish.
JESSICA KADISH-HERNÁNDEZ |CONSULTANT
Jessica serves as a Consultant with Morten Group. She co-facilitates
knowledge-building opportunities and listening sessions with the firm’s
Equity Institute; provides data analysis and writing services for READI (racial
equity, access, diversity, & inclusion) organizational assessments; and
supports equity action planning.
She joined Morten Group in 2011 as the firm’s project coordinator for the Chicago LGBT Community
Needs Assessment under the research leadership of Dr. Keisha Farmer-Smith and later managed
the second iteration of the project in 2018-2019. As a project manager, she also supported a wide
variety of client initiatives including strategic planning, executive searches, and board
development.
She’s also an actor, writer, and teaching artist. She's a company member with Aguijón Theater and
the storytelling collective 2nd Story. As a teaching artist, she has taught in college, community, and
K-12 contexts for over fifteen years, including with 2nd Story, Roosevelt University, University of Illinois
at Urbana-Champaign, Goodman Theatre, Chicago Public Schools, and more in the US and
Argentina. She holds a BA from the University of Chicago and an MFA from the University of Illinois at
Urbana-Champaign. She's fluent in Spanish.
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ADDITIONAL TEAM MEMBERS
In addition to the individuals listed above, who will be the primary contacts for this project, the
following team members may participate in or serve as advisors to this work:
●Ben Brownson, Project Manager
●Keisha Farmer-Smith, Research Director
●Sarah Menke, Client Relations and Project Management Director
●Lisa Gilmore, Senior Trainer and Consultant
●Alexis Turntine, Special Projects Assistant
BUDGET
PHASE ONE:CONNECT
ACTIVITIES TASKS COST
Launch project
Development of the
Community and
Engagement Plan
October - December 2022
Launch meeting with Steering Committee and Belonging in
Bozeman (SC/BIB), includes:
●Meeting prep and agenda generation
●Meeting facilitation
●Meeting follow-up
$2,500.00
In collaboration with Belonging in Bozeman, prepare for the
project launch, including:
●A review of background materials
●Development of final project timeline
$3,000.00
Support the creation of the Community and Engagement Plan,
including two to three planning meetings with BIB
$6,000.00
PHASE ONE TOTAL $11,500
PHASE TWO:PLAN
ACTIVITIES TASKS BUDGET
Development of the E&IP
January 2023 - June 2023
Support the creation of the E&IP, including:
●Two 2-hour generative working sessions with the SC/BIB
to develop goals and tasks for the E&I Plan
●Drafts of goals and tasks (see Scope of Services for
$36,000
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details)
●Plan development review meetings
●E&I Plan summary document development
PHASE TWO TOTAL $36,000
PHASE THREE:IMPLEMENT AND MONITOR
ACTIVITIES TASKS BUDGET
Recommendations for
implementation
June - July 2023
Facilitate the development of tools, recommendations, and
resources for BIB, including one meeting with SC/BIB to
review:
○Talking points and documents for D&I plan roll out
and implementation
○Communication channels to facilitate continued
collaboration and plan progress
$2,500
PHASE THREE TOTAL $2,500
TOTAL BUDGET:$50,000
BUDGET TOTAL
The budget above outlines the associated cost of each project task, including an hourly consultant
rate of $200/hr, as well as stipends for community participation and additional technical
assistance hours (detailed below). The total budget amount does not include Morten Group’s
travel expenses, which will be billed separately at economies of scale due to our current client
partner engagement in Montana (currently expected to be completed by December 2022). Please
note, the fees in this proposal are good for 60 days and are subject to change thereafter.
If the current phase has exceeded three (3) months past the initially proposed project timeline or if
the scope of the project changes significantly, an addendum may be required at the discretion of
Morten Group’s President and Client Relations and Project Management Director.
SCHEDULE OF RATES
For this project, Morten Group requires a fully executed contract and a payment of $15,000 before
the commencement of work and the expenditure of resources. This amount will cover Phase One
through the end of the 2022 calendar year. The resulting balance of $35,000 will be divided into
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seven (7) equal payments of $5,000 due during 2023 (January - July). Invoices will be submitted
four weeks prior to each payment due date.
LATE PAYMENT POLICY
If a payment is more than ten (10) days late, a 5% late fee of that invoice’s amount will be due on
the following month’s invoice. If payment is not submitted within thirty (30) days of the due date
stated on the initial invoice, all work will halt on the project until payment has been received and
the client partner’s account is up to date.
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