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HomeMy WebLinkAboutBOARD STANDING COMMITTEES - 05202024 - Equity Cte Agenda PktCONTRA COSTA COUNTY AGENDA Equity Committee Supervisor Federal D. Glover, Chair Supervisor John Gioia, Vice Chair 11780 San Pablo Ave. Ste D, El Cerrito | 190 East 4th Street, Pittsburg | 1025 Escobar Street, Martinez | https://cccounty-us.zoom.us/j/826591075 72 | Call in: 1-888-278-0254 access code: 544753 10:30 AMMonday, May 20, 2024 The public may attend this meeting in person at either above location . The public may also attend this meeting remotely via Zoom or call-in. Agenda Items: Items may be taken out of order based on the business of the day and preference of the Committee. Introductions Public comment on any item under the jurisdiction of the Committee and not on this agenda (speakers may be limited to two (2) minutes). 1.RECEIVE and APPROVE the Record of Action from the April 15, 2024 meeting of the Equity Committee, with any necessary corrections. 24-1459 Equity Committee _Record of Action_4.15.24 (draft)Attachments: 2.ACCEPT the Small Business Enterprise, Outreach, and Local Programs Report, reflecting countywide departmental program data for the period of July 1 through December 31, 2023. 24-1460 Small Business Enterprise, Outreach, and Local Program Report for July through December 2023 Small Business Enterprise - Program Activity Report for July through December 2023 [Excel] Attachments: 3.RECEIVE updates on the African American Holistic Wellness and Resource Hub Feasibility Study process 24-1461 Page 1 of 2 1 Equity Committee AGENDA May 20, 2024 4.RECEIVE updates on the $1M Measure X allocation for existing African American Wellness Services 24-1462 RFQ Draft_Administer $1M for African American Wellness ServicesAttachments: 5.RECEIVE updates from the Co-Directors of the Office of Racial Equity and Social Justice 24-1463 ORESJ Update_Establishing the LEABAttachments: The next meeting is currently scheduled for June 17, 2024. Adjourn General Information This meeting provides reasonable accommodations for persons with disabilities planning to attend a the meetings. Contact the staff person listed below at least 72 hours before the meeting. Any disclosable public records related to an open session item on a regular meeting agenda and distributed by the County to a majority of members of the Committee less than 96 hours prior to that meeting are available for public inspection at 1025 Escobar St., 4th Floor, Martinez, during normal business hours. Staff reports related to items on the agenda are also accessible on line at www.co.contra-costa.ca.us. HOW TO PROVIDE PUBLIC COMMENT: Persons who wish to address the Committee during public comment on matters within the jurisdiction of the Committee that are not on the agenda, or who wish to comment with respect to an item on the agenda, may comment in person, via Zoom, or via call-in. Those participating in person should offer comments when invited by the Committee Chair. Those participating via Zoom should indicate they wish to speak by using the “raise your hand” feature in the Zoom app. Those calling in should indicate they wish to speak by pushing *9 on their phones. Public comments generally will be limited to two (2) minutes per speaker. In the interest of facilitating the business of the Board Committee, the total amount of time that a member of the public may use in addressing the Board Committee on all agenda items is 10 minutes. Your patience is appreciated. Public comments may also be submitted to Committee staff before the meeting by email or by voicemail. Comments submitted by email or voicemail will be included in the record of the meeting but will not be read or played aloud during the meeting. For Additional Information Contact: Kendra Carr and Peter Kim Office of Racial Equity and Social Justice kendra.carr@oresj.cccounty.us peter.kim@oresj.cccounty.us Page 2 of 2 2 CONTRA COSTA COUNTY Staff Report 1025 ESCOBAR STREET MARTINEZ, CA 94553 File #:24-1459 Agenda Date:5/20/2024 Agenda #:1. EQUITY COMMITTEE Meeting Date: May 20, 2024 Subject: Record of Action Submitted For: Equity Committee Department: Office of Racial Equity and Social Justice Referral No: Referral Name: Record of Action Presenter: Peter Kim, ORESJ Co-Director Contact: Peter Kim,peter.kim@oresj.cccounty.us <mailto:peter.kim@oresj.cccounty.us> Referral History: County Ordinance requires that each County body keep a record of its meetings. Though the record need not be verbatim, it must accurately reflect the agenda and the decisions made in the meetings. Referral Update: Attached for the Committee’s consideration is the draft Record of Action for its April 15, 2024 meeting. Recommendation(s)/Next Step(s): REVIEW and APPROVE the Record of Action. Fiscal Impact (if any): N/A CONTRA COSTA COUNTY Printed on 5/16/2024Page 1 of 1 powered by Legistar™3 Equity Commi+ee Record of Ac3on for April 15, 2024 Commi+ee Members Present: Supervisor Federal D. Glover, BOS District 5, Commi+ee Chair; Supervisor John Gioia, BOS District 1, Commi+ee Vice Chair Staff Present: Kendra Carr and Peter Kim, Co-Directors, Office of Racial Equity and Social Jus3ce (staff to Commi+ee); Monica Nino, County Administrator, County Administrator ’s Office; Timothy Ewell, Chief Assistant County Administrator, County Administrator ’s Office ; Lara Delaney, Senior Deputy County Administrator, County Administrator Office; Emlyn Struthers, Deputy County Administrator, County Administrator ’s Office ; Diana Becton, District A+orney, District A+orney’s Office; Ali Saidi, Deputy Public Defender, Public Defender’s Office; Patrice Guillory, Director, Office of Reentry and Jus3ce, Proba3on Department; Nicole Bilich, Manager, Human Resources Department; Antoine Wilson, Equal Employment Opportunity Officer, Risk Management Department; Gilbert Salinas, Chief Equity Officer, Health Department; Shannon Ladner-Beasley, Program Manager, Health Department; Stephanie Rivera, Chief Health Equity Officer, CC Health Plan, Health Department; Peter Myer, Deputy Chief of Staff, BOS District 3; Alejandra Sanchez, District Representa3ve, BOS District 4; Sonia Bustamante, Chief of Staff, BOS District 1. Public A+endees : Ashley Green; Nikki Lopez; Karen Perkins; Kerby Lynch; Gigi Crowder; J. Dante; Erica Shepherd; Phil Arnold; Lauren Traylor; Shantell Owens; Christopher James; Stephanie Taddeo; The Landing Place; Emily Warming; DeVonn Powers; Carolyn Wysinger; Desirae Herron; Kimi Barnes, Teki Flow; Latrece Mar3n; Cyndi Mallory; Roxanne Carillo Garza; Doug Leich; Willie Robinson; Lyne+e Hart; Mariana Moore, Stand Together Contra Costa; Azi Carter. 1. Introduc+ons Supervisor Glover convened mee1ng at 10:33 AM. Commi=ee Chairs introduced themselves and staff assigned to the commi=ee, Kendra Carr and Peter Kim, Co-Directors of the Office of Racial Equity and Social Jus1ce (ORESJ). 2. Public comment on any ma+er under the jurisdic3on of the Commi+ee and are not on this agenda (speakers may be limited to two (2) minutes). Gigi Crowder: Announced the challenge in sharing informa1on and outreach materials such as flyers for community events, par1cularly for African American community events. Gioia and Glover: Provide your materials to ORESJ and staff can help spread the word. 3. RECEIVE and APPROVE the Record of Ac3on for the March 18, 2024 mee3ng of the Equity Commi+ee, with any necessary correc3ons. 4 Supervisors reviewed the Record of Ac1on (included in Agenda Packet). Public Comment: No comment. The Record of Ac1on was approved as presented. 4. INTERVIEW candidates Nikki Lopez for Disability Seat, DeVonn Powers for Business Member Seat, Lauren Traylor for Community Member Seat #2, and Lynette Hart for Community Member Seat #4 on the Advisory Council on Equal Employment Opportunity, as recommended by the County’s Equal Employment Opportunity (EEO) Officer. Antoine Wilson, Equal Employment Officer, presented recommenda1ons for candidates to fill vacancies for EEO Advisory Commi=ee. Advisory commi=ee met with candidates at last advisory commi=ee mee1ng, members were impressed with and encouraged by qualifica1ons of applicants, seeking approval of these appointments. Nikki Lopez (Disability Seat): Plethora of experience in DEI space; cer1fied DEI prac11oner, cer1fied Life Coach; on board of organiza1on focused on disability rights; operates a care home for seniors with disabili1es; also has a background in corporate world. DeVonn Powers (Business Seat): 30+ years in workforce development, designing programs that put people back in work and in housing; served on County advisory board for reentry, and supported establishment of Reentry Success Center; on Workforce Development Board for County; has experience providing homeless services with EHSD; part of LGBTQ clergy and faith- based community. Lauren Traylor (Comm Seat 2): long1me County resident; interested in equitable outcomes within professional spaces; has been an execu1ve assistant for 15 years; supported Chief People Officer at Twi=er, spent a year at Google, now in SF in working in AI field; has an MA in psychology; wants to expand equity throughout County. Lyne=e Hart (Comm Seat 4): resident of An1och since 1992, since 1998 has provided organiza1onal leadership; has cer1ficates in organiza1onal management from UC Berkeley and Stanford; embraces being part of this County and her community; currently re1red and passionate about expanding diversity, equity and inclusion throughout County. Glover: very impressive group of individuals, is sa1sfied and approves the recommended appointments. Gioia: wants to ensure that we are havnig representa1on from throughout the County; remarked that we s1ll have Union and Labor Trades seats open, therefore a needfor add’l recruitment. 5 Public Comment: None. Commi=ee recommends approval of these recommended appointments; advancing item to full BoS for final approval. This item was passed. 5. ACCEPT a report from the W. Haywood Burns Institute on the progress and activities of the County’s Racial Justice Oversight Body in 2023. Christopher James, consultant from W. Haywood Burns Ins1tute, presented overview and purpose of Racial Jus1ce Oversight Board (RJOB). Provided a summary of ac1on items, ac1vi1es, accomplishments to date. (See slide deck a=ached in agenda packet for details.) RJOB has had some issues with a=endance, a=ributable to rule change sin regard to n in-person requirements, changes in mee1ng demands post-COVID, and over-reliance on virtual mee1ng formats. Currently some seat vacancies, RJOB working diligently to fill as soon as possible. Some issues with burn out and frustra1on among members wan1ng to take steps toward goals with urgency but feel that tasks are not able to move forward as fast as desired or unable to take the ac1on that they would like. Accomplishments to date: Lot of work with DA’s office ar ound expanding diversion opportuni1es. Endorsing Miles Hall non-police alterna1ve response unit to mental health crises. Worked with Proba1on and made good progress on collec1ng and presen1ng data requests around CJ systems Issued an official response to An1och Police Department text scandal. Gioia: Is ORESJ staffing this commi=ee? Would like to know an update on that process. Christopher James: Yes, the transi1on plan is underway and it will take 1me, with the expecta1on that Proba1on will relinquish and ORESJ will take on the staffing responsibility by end of the year. ORESJ: Added that staff is working closely with staff from Office of Reentry and Jus1ce (ORJ) on the transi1on plan, and in mean1me ORESJ staff has been a=ending all RJOB commi=ee and sub-commi=ee mee1ngs. Christopher James: Presented request from RJOB that Equity Commi=ee a=end the May 2 RJOB mee1ng so that they can present and share their priori1es and related requests to BOS via Equity Commi=ee. Gioia: May 2 (1:00PM) RJOB mtg may not work for us scheduling-wise; suggests doing a joint RJOB/EC mee1ng instead. Directed ORESJ staff to work with ORJ staff on coordina1ng a 1me that works. 6 Glover: Wants to consider how we ensure the func1onally of both bodies (RJOB and Equity Commi=ee), being clear on roles and responsibili1es, and paying a=en1on to avoiding redundancies. Public Comment: Gigi: as an RJOB member, a level of frustra1on at not having seen dispari1es for African American youth decrease in two years; s1ll too many African American youth dealing with mental health issues; need to implement more preventa1ve approaches; amer the An1och Police Dept text scandal, only one County department, specifically Stephanie Taddeo in Health Dept, supported the community in conduc1ng a healing conversa1on. More than a year later, s1ll seeing hurt youth and community members without addressing the pain. Doug Leich: as a member of the Racial Jus1ce Task Force (RJTF) and Racial Jus1ce Coali1on, and as a regular a=endee of RJOB mee1ngs, found Christopher James’ presenta1on a fair summary and assessment of frustra1on by members;has been over 5 years since RJTF has released its recommenda1ons, expected that by this 1me community would have seen measurable improvement in the areas RJOB was tasked to oversee; where are the improvements in racial dispari1es in our Criminal Jus1ce system? Phil Arnold: agreed with comments offered, and expressed the need to consider An1och as a crime scene, not simply as a text scandal, and need to approach it as such. Inves1ng in the community is what rebuilds trust, not just talking about what needs to be done. Reminded group of past processes in County and throughout state that were never resolved because of lack of trust building and investment. Damon Owens: appreciate the presenta1on, but liming up the human rights viola1on commi=ed in An1och, indica1ve of a systemic problem that started from top of Police Dept and Police Union; the problems need to be addressed immediately. There needs to be prac1cal solu1ons to bridge the gap between community and police, to close the school to prison pipeline at a local level, to have the hard conversa1ons, and to have the right, qualified people in place to come up with proac1ve solu1ons. Mentoring, job development, and other supports for youth are needed to prevent further harm. Supervisors received updates. Confirmed that they are not available on May 2 to a=end RJOB mee1ng, so requests coordina1on for another mee1ng that works. ORESJ and ORJ will work on this. This item was passed. 6. RECEIVE updates on the African American Holistic Wellness and Resource Hub Feasibility Study process. 7 ORESJ Co-Directors presented updates on process to establish an African American Holis1c Wellness and Resource Hub including: a re-issue of RFQ as a Request For Proposals (RFP) that asks for more nuance and detail in proposals, and offers an increase of total contract amount from $80,000 to $180,000, with the addi1onal $100,000 coming from ORESJ budget; Staff forecasted a possible request of a special mee1ng of Equity Commi=ee if needed to expedite RFP process and approval of awardee. Counsel and Steering Commi=ee and ad hoc commi=ee reviewed and provided input and edits. Glover and Gioia: Confirmed that the RFP was also reviewed by County Counsel. Public Comment: Gigi: I appreciate the feedback from community was honored and that the Feasibility Study contract amount was increased to $180K. Damon Owens: Speaking on behalf of black males reading at low levels, advoca1ng for those who are most vulnerable, who are poli1cally disadvantaged, I am calling out government officials masquerading as social jus1ce leaders, posing as advocates. We must priori1ze those who are most oppressed, poor, and vulnerable; we need proper accountability and transparency in all funding processes. Phil Arnold: My sons are having birthdays this month (grandson is turning 14 and son is turning 50) and I am discouraged that they con1nue to struggle to remain healthy mentally, physically, emo1onally as Black men, so I have mixed emo1ons as I celebrate their milestones. Auriel Shelton: I am disheartened at the broken record around this issue, greatly concerned that we haven’t made any movement on this. It was stated that funds would be provided to organiza1ons that are already doing the work, helping the community. Youth are needing food, shelter, place to receive help. We n eed to address the crime scene of An1och. Stephanie Taddeo: Liming up the idea of commiong the funds to do it right; asking those with power and influence to make the right decisions based on listening to the community to provide what is needed. Shantel Owens: Don’t categorize frustra1on with anger. At last month’s mee1ng it was discussed that we would advocate all of the money go to an agency already doing the work, and that spliong up the money into small grants would not achieve the most impact. We need clarity on how the funds will be allocated. I agree that one agency cannot do the work, but together we can do a lot. As we wait, children are homeless, hungry, being thrown into jus1ce system; we need clear direc1on and then fast execu1on of what has been shared in this space. Desirae Herron: As a steering commi=ee member, I share the same sen1ment as others, we need to create change. There is a lot of talk and promises, the invisible carrot for our people and 8 communi1es, but that is not enough. We need to priori1ze our people over poli1cal profit and gain. Gioia: For clarity, it seems that these comments are likely for the next item? Glover: I am in agreement with the feasibility study RFP moving forward to full BOS for approval. Gioia: Agreed, and this will go as consent item. Supervisors agreed to accept this update and directed Staff to bring an update at the next Commi=ee mee1ng. This item was passed. 3. RECEIVE updates from the Co-Directors of the Office of Racial Equity and Social Justice, including the stipend policy for the Lived Experience Advisory Board proposal and ORESJ current projects. ORESJ Co-Directors presented update on the development of the Lived Experience Advisory Board with regard to selec1on process, s1pends for par1cipa1on, and an1cipated 1meline (included in Agenda Packet). Staff also discussed the proposal for distribu1on of $1M alloca1on for exis1ng services toward African American holis1c wellness (included in Agenda Packet) that includes: seeking a community founda1on partner to serve as a contractor to support with procurement process and distribu1on of funds to service provider sub-contractors; a par1cipatory process that includes community members in the review and scoring of proposals for service contracts; a two-year contract period from FY 2024-2026 with $500,000 awarded each year; proposed categories of service areas based on Measure X Community Advisory Board recommenda1ons and other research on priority needs; and that service contract proposals can serve all of Contra Costa County, with proposals that focus on east county communi1es priori1zed. Gioia: Brought a=en1on to a le=er submi=ed by community advocate Rachel Rosekind that supports s1pends for advisory board members, as well as guaranteed income pilots. Also suggested that staff check with the Clerk of the Board office for a list of advisory bodies that compensate members in some form or fashion. Limed up the Bay Area Air Quality Management District’s community advisory board as a poten1al model to look at. Public Comment: Gigi: Dispapointed of breaking up of $1M over two years, it does not address the urgency of need. Reiterated that language access issue is major issue, par1cularly for Asian immigrant communi1es. Regarding the Lived Experience Advisory Board, suggested the County consider having other ethnic/racial specific commi=ees, similar to the African American Wellness Hub 9 Steering Commi=ee, to meet the different needs of each community. In terms of using an outside community founda1on to disburse the funds, emphasized that it should be an African American-led organiza1on with exper1se on how to solve our own problems, for us by us. In regard to the African American hub, asked if there is an opportunity for the CAO to move addi1onal dollars, even if smaller amounts, to exis1ng investments in Black wellness? Damon Owens: Thanked the steering commi=ee for their hard work, and appreciate the clarity provided today. Also grateful for the $500K a year towards services, but disheartened at the same 1me, as it feels like we must be sa1sfied with a piece of something because it is be=er than nothing; the crumbs on the floor are what we lem with. Is there ability to find more funding, and to move things faster and with urgency? The poor and dispossessed are trying to navigate their pain and their survival with li=le to no resources for healing. Our communi1es need to go from just surviving to actually thriving. We want healthy children so we can have healthy families; we want healthy ci1es so we can have a healthy county. Azi Carter: As a member of mul1ple advisory boards including chair of the Community Advisory Board for AB 109, along with 3 sub-commi=ees, and as having been formerly incarcerated and spending 20 years of my younger years naviga1ng the CJ system, I am here to advocate for the establishment of a Lived Experience Advisory Board (LEAB) and that s1pends are made available, not just for this one but for all County advisory boards. Board par1cipa1on helped expunge my record. Amer re1rement from public sector, I went on to earn college degrees, and then supported my community through par1cipa1on on advisory boards, and s1pends would have made it much easier for me. Teki Flow: As an ORESJ Core Commi=ee member, I am suppor1ng the compensa1on of people’s exper1se on advisory bodies. A s1pend policy as proposed is a cri1cal step towards transforma1ve change and meaningful par1cipa1on of people on the ground with lived exper1se and perspec1ve. Latrece Mar1n: As an ORESJ Core Commi=ee member, I support the idea of providing s1pends for LEAB members, 1me should always be recognized and compensated for. I fully support the direc1on that staff are moving the work. Staff move with integrity and always try to involve community members in their ac1ons. Roxanne Carillo Garza: As an ORESJ Core Commi=ee member, I endorse the LEAB compensa1on proposal to transform how we think about lived experience representa1on; as a MX CAB member, I know not all of us may need s1pends, but LEAB is expected to be fully comprised of those with lived experiences that may contribute to the economic barriers and challenges that make it difficult to par1cipate fully. I also recognize that ORESJ is commi=ed to and trying hard to nurture full inclusion of people with lived exper1se in County processes, which this proposal is a part of that effort. Erica Shepherd: People are talking about crumbs for services, but the community can’t make a sandwich with crumbs. Small funds debilitate all grantees. The red tape and bureaucracy is 10 disheartening; we need to push things through fast because people who need help now, today. We need stability and nto double-minded people. The community already doesn’t have trust in government so we need to see transparent processes with real ac1on and results. Auriel Shelton: Crumbs is what has been given over and over again to African American community. Stretching out the funds un1l there is none lem for meaningful change feeds the “crabs in the bucket ” mentality. The current proposal is chaos, we need clarity on parameters on how funds will be distributed and how it will be split. Shantell Owens: There was never any confusion over the proposal of working with a community founda1on; but there was a discussion at the last steering commi=ee to select several orgs to meet several categories which would amount to possibly $100K per agency. It is unacceptable to use Black youth at an Equity Commi=ee mee1ng in the past to manipulate the conversa1on. I am advoca1ng that we do not move forward with spliong the funds up. Kimi Barnes: As an ORESJ Core Commi=ee member, I am in support of s1pends for the LEAB members, as it is impera1ve for compensa1on for all members of advisory boards, especially given the unique character of LEAB members as proposed. We would fail to reach the goal of the LEAB if we cannot remove barriers for meaningful par1cipa1on. We must change our prac1ces to achieve real change in our communi1es and how we are able to par1cipate in County prac1ces. Desirae Herron: Our frustra1on is not with staff. It is with people put in power who provide the direc1on. We must teach our children that they deserve more than crumbs. We need to go back to the root of systemic barriers and poli1cal decisions that keep us figh1ng for crumbs. A crumb mentality will get crumb results. Mariana Moore: I am honoring comments by those who have offered their personal and lived experiences, as well as their labor and 1me and energy, I truly appreciate them. I also trust the integrity and skills of ORESJ Co-Directors, and can appreciate the comment that we all are working with a system that moves to slow. My mind and heart is with people who truly need compensa1on to live their lives and thrive, towards which s1pends for people with lived experience can have a tremendous impact. Guaranteed income projects are a part of the same broad project of mee1ng the economic needs of those who omen have the least. Kerby Lynch: I appreciate the approach and thinking of the proposal for using a community founda1on to help distribute the $1M and encourage this group to consider par1cipatory grant making models in Rhode Island and other places that move funds into communi1es faster and get dollars to grassroots organiza1ons embedded in impacted communi1es. Dream Catchers in SF is a good model, too. In terms of spreading the funds across different organiza1ons, Hewle= Founda1on has a good model that split up a $500K investment by having $12K5 to micro grants, and the rest of the fund went to 4 prescribed service categories with grants ranging from $5K to $25K each. 11 Auriel Shelton: At a previous mee1ng, there was instruc1on given to determine how to use the funds; how did we veer away from that conversa1on? I encourage placing a limit to the number of categories that are funded by the $1M alloca1on. Shantell Owens: I also encourage a limit to the categories; less ways to split the pie, and therefore we increase the ability to have greater impact. Gioia: Recognize that it may feel like a long 1me to wait for these funds to be dispersed, but this is actually a rela1vely quick turnaround given typical County processes; these $1M funds were awarded in December last year, about 4 months ago. None of the final details have been determined, all those have to be approved by Equity Commi=ee, so the next step which is approved today is to work with a community founda1on that can work closer with community in ways that a County bureaucracy makes challenging. And to be clear, we’re not necessarily talking about turning this into mini-grants. Glover: I agree we want to expedite the process, because we understand the need and urgency. Though some1mes, you need to “go slow to go fast.”: Supervisors agreed to accept this update and directed Staff to bring an update at the next Commi=ee mee1ng. This item was passed. 6. Next CommiDee mee+ng is currently scheduled for May 20, 2024 at 10:30AM. The May 20, 2024 mee1ng at 10:30AM was confirmed. 7. Adjourn Commi=ee mee1ng was adjourned at 1:09 PM 12 CONTRA COSTA COUNTY Staff Report 1025 ESCOBAR STREET MARTINEZ, CA 94553 File #:24-1460 Agenda Date:5/20/2024 Agenda #:2. EQUITY COMMITTEE Meeting Date: May 20, 2024 Subject: Small Business Enterprise, Outreach, and Local Program Report for July through December 2023 Submitted For: Department: Public Works Referral No: Referral Name: Small Business Enterprise, Outreach, and Local Program Report for July through December 2023 Presenter: Cynthia Shehorn, Procurement Services Manager Contact: Cynthia Shehorn, Procurement Services Manager,cindy.shehorn@pw.cccounty.us <mailto:cindy.shehorn@pw.cccounty.us> Referral History: Contra Costa County values the contributions of small business and developed programs to assist in soliciting and awarding contracts to the SBE community. The Board of Supervisors adopted these programs to enable small and local businesses to compete for a share of the County's purchasing transactions. The Board of Supervisors has set a goal of awarding at least 50% of eligible product and service dollars to small businesses. The Small Business Enterprise (SBE) Program applies to: (1) County-funded construction contracts of $100,000 or less; (2) purchasing transactions of $100,000 or less; and (3) professional/personal service contracts of $100,000 or less. In November 2023, the Board of Supervisors approved increasing the threshold for the three categories to $200,000 which will be reflected in the next reporting period. The objective of the program is to award at least 50% or more of the total eligible dollar base amounts to SBEs. The following businesses are included under the SBE Program: Disabled Veteran Business Enterprise Disadvantaged Business Enterprise Local Business Enterprise Women Business Enterprise Minority Business Enterprise Small Business Enterprise Reporting Requirements It is the responsibility of each County department to track and compile the data for purchasing activities in order to provide a countywide report to the Board of Supervisors. The Equity Committee has responsibility for evaluating the semi-annual reports and making recommendations to the Board on program policies and reporting. The Board receives reports in six-month increments, with the CONTRA COSTA COUNTY Printed on 5/16/2024Page 1 of 2 powered by Legistar™13 File #:24-1460 Agenda Date:5/20/2024 Agenda #:2. last report submitted to the Board for the period ending June 2023. Referral Update: Attachment A constitutes the report due for the period of July 1 - December 31, 2023. Please see attached: Small Business Enterprise, Outreach, and Local Program Report for July through December 2023 for further narrative. Recommendation(s)/Next Step(s): ACCEPT the SBE, Outreach, and Local Programs Report, reflecting departmental program data for the period: July 1 through December 31, 2023. Fiscal Impact (if any): N/A CONTRA COSTA COUNTY Printed on 5/16/2024Page 2 of 2 powered by Legistar™14 “Accredited by the American Public Works Association” 255 Glacier Drive Martinez, CA 94553-4825 TEL: (925) 313-2000 • FAX: (925) 313-2333 www.cccpublicworks.org Brian M. Balbas, Director Deputy Directors Stephen Kowalewski, Chief Allison Knapp Warren Lai Carrie Ricci Joe Yee March 25, 2024 TO: Equity Committee Supervisor Federal D. Glover, District V, Chair Supervisor John Gioia, District I, Vice Chair FROM: Cynthia Shehorn, Procurement Services Manager SUBJECT: Small Business Enterprise, Outreach, and Local Program Report for July through December 2023 RECOMMENDATION: ACCEPT the SBE, Outreach, and Local Programs Report, reflecting departmental program data for the period: July 1 through December 31, 2023. BACKGROUND: Contra Costa County values the contributions of small business and developed programs to assist in soliciting and awarding contracts to the SBE community. The Board of Supervisors adopted these programs to enable small and local businesses to compete for a share of the County's purchasing transactions. The Board of Supervisors has set a goal of awarding at least 50% of eligible product and service dollars to small businesses. The Small Business Enterprise (SBE) Program applies to: (1) County-funded construction contracts of $100,000 or less; (2) purchasing transactions of $100,000 or less; and (3) professional/personal service contracts of $100,000 or less. In November 2023, the Board of Supervisors approved increasing the threshold for the three categories to $200,000 which will be reflected in the next reporting period. The following businesses are included under the SBE Program: • Disabled Veteran Business Enterprise • Disadvantaged Business Enterprise • Local Business Enterprise • Women Business Enterprise • Minority Business Enterprise • Small Business Enterprise 15 SBE, Outreach, and Local Business Report March 25, 2024 Page 2 of 5 Reporting Requirements It is the responsibility of each County department to track and compile the data for purchasing activities in order to provide a countywide report to the Board of Supervisors. The Equity Committee has responsibility for evaluating the semi-annual reports and making recommendations to the Board on program policies and reporting. The Board receives reports in six-month increments, with the last report submitted to the Board for the period ending June 2023. Attachment A constitutes the report due for the period of July 1 – December 31, 2023. Summary Findings The table below summarizes the attached department activity on a countywide basis. July – December 2023 ACTIVITY TYPE: Total # of ALL Contracts Total # of SBE Contracts SBE Percent of Total Total Dollar Value of ALL Contracts Total Dollar Value of SBE Contracts SBE Percent of Total Professional/Personal Services 408 231 56.6% $23,946,496 $10,391,280 43.4% Purchasing Transactions 677 335 49.5% $12,547,855 $5,517,087 44.0% Construction Contracts 0 0 0% 0 0 0% $5.9 $6.2 $3.7 $8.2 $4.1 $7.9 $15.2 $10.3 $6.3 $5.3 $8.4 $4.5 $5.1 $5.6 $7.5 $5.5 $-$-$-$0.1 $-$-$0.2 $- $- $2.0 $4.0 $6.0 $8.0 $10.0 $12.0 $14.0 $16.0 1/1 to 6/30 2020 7/1 to 12/31 2020 1/1 to 6/30 2021 7/1 to 12/31 2021 1/1 to 6/30 2022 7/1 to 12/31 2022 1/1 to 6/30 2023 7/1 to 12/31 2023 Value of Contracts Awarded in Millions Professional Services Purchase Orders Construction Contracts 16 SBE, Outreach, and Local Business Report March 25, 2024 Page 3 of 5 In this period, Contra Costa County did not meet our objective of issuing eligible dollars to SBE firms in either category. However, the County did award over $10.3 million in Professional Service Contracts resulting in a 43.4% award rate, and $5.5 million in Purchasing Transactions resulting in a 44% award rate. There were no construction contracts awarded during the period that met the program threshold. The following departments are to be commended for achieving 50% or more program compliance in this reporting period: • Professional/Personal Services: Animal Services, Auditor-Controller, Conservation and Development, County Administrator’s Office, Clerk of the Board, District Attorney, Health Services, Public Defender, and Public Works. • Purchasing Transactions: Assessor, Auditor-Controller, Clerk-Recorder, Conservation & Development, County Administrator’s Office, Clerk of the Board, Child Support Services, County Counsel, Fire Protection District, Health Services, Human Resources, Public Works, and the Veterans Services Office. Of particular note, the Auditor-Controller and the County Administrators Office should be commended for achieving a 100% award rate in both categories for the period. Department/Activity Total # of ALL Contracts Total # of SBE Contracts SBE Percent of Total Total Dollar Value of ALL Contracts Total Dollar Value of SBE Contracts SBE Percent of Total Professional/Personal Services Animal Services 29 26 89.7% $1,015,400 $826,400 81.4% Auditor-Controller 1 1 100% $10,000 $10,000 100% Conservation & Development 3 1 33.3% $72,500 $38,500 53.1% County Administrator’s Office 6 6 100% $234,753 $234,753 100% Clerk of the Board 7 4 57.1% $250,728 $184,878 73.7% District Attorney 8 5 62.5% $85,400 $62,000 72.6% Health Services 192 126 65.6% $9,640,292 $6,534,689 67.8% Public Defender 4 4 100% $44,300 $44,300 100% Public Works 7 6 85.7% $493,000 $393,000 79.7% Purchasing Transactions Assessor 8 5 62.5% $62,396 $51,033 81.8% Auditor-Controller 3 3 100% $17,608 $17,608 100% Clerk-Recorder 17 11 64.7% $228,076 $114,747 50.3% 17 SBE, Outreach, and Local Business Report March 25, 2024 Page 4 of 5 Conservation & Development 7 6 85.7% $102,870 $78,870 76.7% County Administrator’s Office 1 1 100% $11,217 $11,217 100% Clerk of the Board 3 2 66.7% $19,780 $13,780 69.7% Child Support Services 9 4 44.4% $87,325 $54,680 62.6% County Counsel 2 2 100% $41,063 $41,063 100% Fire Protection District 24 12 50% $868,085 $441,338 50.8% Health Services 147 85 57.8% $2,833,498 $1,422,491 50.2% Human Resources 7 6 85.7% $35,933 $26,383 73.4% Public Works 57 32 56.1% $1,657,538 $989,860 59.7% Veterans Services 2 1 50% $19,240 $13,931 72.4% E-Outreach Report In order to encourage the use of small, local, and disadvantaged businesses, the County's E-Outreach Program requires bids and Request for Proposals greater than $10,000 to be solicited online. For this period, there were 68 bids totaling $31,346,858 that fell within the parameters of the program. The data specific to electronic solicitations is developed and provided by the Purchasing Division of the Public Works Department, and reflects outreach to small, women -owned, minority-owned, local, disabled veteran-owned, and disadvantaged business enterprises. During this reporting period, 68 bids were conducted using the BidSync e-outreach site. Notifications were sent to 938,631 businesses, of which 23.4% are considered small, local, or disadvantaged business enterprises. E-Outreach July 1, – December 31, 2023 Number of Solicitations 68 Total Notifications 938,631 Dollar Value $17,451,579 BUSINESS CATEGORY Notifications Percentage of Total MBE - Minority Business Enterprise 40,883 4.3% WBE - Women Business Enterprise 34,566 3.6% SBE - Small Business Enterprise 110,684 11.7% LBE - Local Business Enterprise 4,332 0.46% DVBE - Disabled Veteran Business Enterprise 1,161 0.12% DBE – Disadvantaged Business Enterprise 24,663 2.6% Total 216,289 23.04% 18 SBE, Outreach, and Local Business Report March 25, 2024 Page 5 of 5 Local Business Preference For opportunities exceeding $25,000, the Local Business Preference Program allows local businesses to submit a new offer if within 5% of the lowest bidder. There was one instance of the Local Bid Preference utilized in this reporting period. The original offer was $25,535.17, the revised offer was $24,382.76 and was awarded to the local business. County Ordinance 2023-21 passed on December 12, 2023 which raised the threshold from 5% to 7%. The next six-month reporting period will include the raised threshold. Dollar Value Awarded to Local and Bay Area Businesses The dollar value of Purchase Orders issued for the period was $17,731,794. The dollar value awarded to Contra Costa County businesses was 18.9% or $3.3 million. The value awarded to other Bay Area businesses was 17.7% or $3.1 million. This represents Contra Costa County’s contribution to the local economy. Contra Costa County $3,343,078 18.9% Other Bay Area Counties $3,143,728 17.7% Other $11,244,988 63.4% Total $17,731,794 100% Conclusion The County has demonstrated continued commitment to achieving the 50% goal for participation by SBE firms in contract and purchasing activities. While the data for some departments is below this threshold, departments are showing interest in increasing the percentage of awarded contracts. Instruction is being provided on the search features of the purchasing system, to assist in identifying businesses in the small, local, women, minority, veteran, and disadvantaged business categories. Staff are working on initiatives to improve outreach to Small Business Enterprises which includes the development of a guide in English and Spanish to assist businesses in becoming aware of, and to compete for, County business opportunities. Additionally, we are working in coordination with the Office of Communications and Media to prod uce an instructional video on how to do business with the County, as well as working with the Department of Information Technology and the County Administrator’s Office to develop a map for County staff to identify registered SBEs and facilitate targeted outreach to communities that are underrepresented in the Purchasing registry (Purchasing Portal). Attachment A 19 ATTACHMENT A SMALL BUSINESS ENTERPRISE - Program Activity report Reporting Period: July - December 2017July - December 2023 Total # of Total # of SBE percent of Total dollar value Total dollar value SBE percent of ALL contracts SBE contracts Total # of contracts of ALL contracts of SBE contracts Total contracts value Agriculture Professional/Personal services contracts 2 1 50.0%$92,500 $2,500 2.7% Purchasing Transactions 3 2 66.7%$97,651 $7,651 7.8% Construction contracts 0 0 0.0%$0 $0 0.0% Animal Services * Professional/Personal services contracts 29 26 89.7%$1,015,400 $826,400 81.4% Purchasing Transactions 35 15 42.9%$337,485 $82,139 24.3% Construction contracts 0 0 0.0%$0 $0 0.0% Assessor * Professional/Personal services contracts 0 0 0.0%$0 $0 0.0% Purchasing Transactions 8 5 62.5%$62,396 $51,033 81.8% Construction contracts 0 0 0.0%$0 $0 0.0% Auditor-Controller * Professional/Personal services contracts 1 1 100.0%$10,000 $10,000 100.0% Purchasing Transactions 3 3 100.0%$17,608 $17,608 100.0% Construction contracts 0 0 0.0%$0 $0 0.0% Clerk Recorder-Elections* Professional/Personal services contracts 10 2 20.0%$77,679 $24,353 31.4% Purchasing Transactions 17 11 64.7%$228,076 $114,747 50.3% Construction contracts 0 0 0.0%$0 $0 0.0% Conservation and Development * Professional/Personal services contracts 3 1 33.3%$72,500 $38,500 53.1% Purchasing Transactions 7 6 85.7%$102,870 $78,870 76.7% Construction contracts 0 0 0.0%$0 $0 0.0% County Administrator's Office - Administration * Professional/Personal services contracts 6 6 100.0%$234,753 $234,753 100.0% Purchasing Transactions 1 1 100.0%$11,217 $11,217 100.0% Construction contracts 0 0 0.0%$0 $0 0.0% County Administrator's Office - Reentry & Justice ORJ REPORTED WITH PROBATION Page 1 of 4 20 ATTACHMENT A SMALL BUSINESS ENTERPRISE - Program Activity report Reporting Period: July - December 2017July - December 2023 Total # of Total # of SBE percent of Total dollar value Total dollar value SBE percent of ALL contracts SBE contracts Total # of contracts of ALL contracts of SBE contracts Total contracts value County Administrator's Office - Clerk of the Board * Professional/Personal services contracts 7 4 57.1%$250,728 $184,878 73.7% Purchasing Transactions 3 2 66.7%$19,780 $13,780 69.7% Construction contracts 0 0 0.0%$0 $0 0.0% County Administrator's Office - Communications and Media Professional/Personal services contracts 2 0 0.0%$148,000 $0 0.0% Purchasing Transactions 4 0 0.0%$57,105 $0 0.0% Construction contracts 0 0 0.0%$0 $0 0.0% County Administrator's Office - Dept. of Information Technology (DoIT) Professional/Personal services contracts 10 3 30.0%$362,300 $150,000 41.4% Purchasing Transactions 39 4 10.3%$879,033 $156,809 17.8% Construction contracts 0 0 0.0%$0 $0 0.0% Dept. Child Support Services (DCSS)* Professional/Personal services contracts 0 0 0.0%$0 $0 0.0% Purchasing Transactions 9 4 44.4%$87,325 $54,680 62.6% Construction contracts 0 0 0.0%$0 $0 0.0% County Counsel * Professional/Personal services contracts 0 0 0.0%$0 $0 0.0% Purchasing Transactions 2 2 100.0%$41,063 $41,063 100.0% Construction contracts 0 0 0.0%$0 $0 0.0% District Attorney * Professional/Personal services contracts 8 5 62.5%$85,400 $62,000 72.6% Purchasing Transactions 27 14 51.9%$402,456 $164,265 40.8% Construction contracts 0 0 0.0%$0 $0 0.0% Employment and Human Services Professional/Personal services contracts 49 21 42.9%$2,554,128 $1,120,593 43.9% Purchasing Transactions 73 27 37.0%$899,751 $231,600 25.7% Construction contracts 0 0 0.0%$0 $0 0.0% Page 2 of 4 21 ATTACHMENT A SMALL BUSINESS ENTERPRISE - Program Activity report Reporting Period: July - December 2017July - December 2023 Total # of Total # of SBE percent of Total dollar value Total dollar value SBE percent of ALL contracts SBE contracts Total # of contracts of ALL contracts of SBE contracts Total contracts value Fire Protection District * Professional/Personal services contracts 13 5 38.5%$2,977,000 $179,000 6.0% Purchasing Transactions 24 12 50.0%$868,085 $441,338 50.8% Construction contracts 0 0 0.0%$0 $0 0.0% Health Services * Professional/Personal services contracts 192 126 65.6%$9,640,292 $6,534,689 67.8% Purchasing Transactions 147 85 57.8%$2,833,498 $1,422,491 50.2% Construction contracts 0 0 0.0%$0 $0 0.0% Human Resources * Professional/Personal services contracts 0 0 0.0%$0 $0 0.0% Purchasing Transactions 7 6 85.7%$35,933 $26,383 73.4% Construction contracts 0 0 0.0%$0 $0 0.0% Library Professional/Personal services contracts 0 0 0.0%$0 $0 0.0% Purchasing Transactions 28 11 39.3%$266,158 $55,749 20.9% Construction contracts 0 0 0.0%$0 $0 0.0% Probation - Includes ORJ Data Professional/Personal services contracts 56 20 35.7%$3,112,788 $586,314 18.8% Purchasing Transactions 70 38 54.3%$1,514,363 $647,063 42.7% Construction contracts 0 0 0.0%$0 $0 0.0% Public Defender * Professional/Personal services contracts 4 4 100.0%$44,300 $44,300 100.0% Purchasing Transactions 9 5 55.6%$53,814 $23,126 43.0% Construction contracts 0 0 0.0%$0 $0 0.0% Public Works * Professional/Personal services contracts 7 6 85.7%$493,000 $393,000 79.7% Purchasing Transactions 57 32 56.1%$1,657,538 $989,860 59.7% Construction contracts 0 0 0.0%$0 $0 0.0% Page 3 of 4 22 ATTACHMENT A SMALL BUSINESS ENTERPRISE - Program Activity report Reporting Period: July - December 2017July - December 2023 Total # of Total # of SBE percent of Total dollar value Total dollar value SBE percent of ALL contracts SBE contracts Total # of contracts of ALL contracts of SBE contracts Total contracts value Office of the Sheriff Professional/Personal services contracts 9 0 0.0%$2,775,728 $0 0.0% Purchasing Transactions 93 41 44.1%$1,798,102 $798,679 44.4% Construction contracts 0 0 0.0%$0 $0 0.0% Treasurer - Tax Collector Professional/Personal services contracts 0 0 0.0%$0 $0 0.0% Purchasing Transactions 9 3 33.3%$257,308 $73,005 28.4% Construction contracts 0 0 0.0%$0 $0 0.0% Veterans Services Office * Professional/Personal services contracts 0 0 0.0%$0 $0 0.0% Purchasing Transactions 2 1 50.0%$19,240 $13,931 72.4% Construction contracts 0 0 0.0%$0 $0 0.0% Total Activity Reported Professional/Personal services contracts 408 231 56.6%$23,946,496 $10,391,280 43.4% Purchasing Transactions 677 335 49.5%$12,547,855 $5,517,087 44.0% Construction contracts 0 0 0.0%$0 $0 0.0% Page 4 of 4 23 CONTRA COSTA COUNTY Staff Report 1025 ESCOBAR STREET MARTINEZ, CA 94553 File #:24-1461 Agenda Date:5/20/2024 Agenda #:3. EQUITY COMMITTEE Meeting Date: May 20, 2024 Subject: Feasibility Study Update Submitted For: Equity Committee Department: ORESJ Referral No: Referral Name: Feasibility Study RFP Update Presenter: Kendra Carr Contact: Kendra Carr,kendra.carr@oresj.cccounty.us <mailto:kendra.carr@oresj.cccounty.us> Referral History: At the October 17, 2023 Board of Supervisors meeting, 13 Steering Committee members were appointed to support the development and implementation of the African American Holistic Wellness and Resource Hub Feasibility Study. At the November 13, 2023 Equity Committee meeting, staff to the Committee were directed to convene the Steering Committee and prepare a draft request for qualifications to solicit the services of a firm/consultant to conduct a feasibility study for the creation of an African American Holistic Wellness and Resource Hub to present to the Board of Supervisors. The RFQ was issued and closed on March 4, 2024. By the March 4, 2024 deadline, one response was received. In collaboration with the Steering Committee for the African American Holistic Wellness and Resource Hub Feasibility Study, the ORESJ Co- Directors recommended a re-issue of the request as a Request for Proposals and increase the contract cost to $180,000. The additional $100,000 would come from the FY 23-24 ORESJ budget, in one-time funds. The Equity Committee and Board of Supervisors approved the request, and the updated RFP was issued on April 24, 2024. Referral Update: ORESJ is soliciting applications from consultants interested in applying to lead the feasibility study. Applications are due on May 24, 2024. Recommendation(s)/Next Step(s): RECEIVE the update. Fiscal Impact (if any): n/a CONTRA COSTA COUNTY Printed on 5/16/2024Page 1 of 1 powered by Legistar™24 CONTRA COSTA COUNTY Staff Report 1025 ESCOBAR STREET MARTINEZ, CA 94553 File #:24-1462 Agenda Date:5/20/2024 Agenda #:4. EQUITY COMMITTEE Meeting Date: May 20, 2024 Subject: $1M Measure X allocation for existing African American Wellness Services Submitted For: Equity Committee Department: Office of Racial Equity and Social Justice Referral No: Referral Name: $1M Measure X allocation for existing African American Wellness Services Presenter: Peter Kim Contact: Peter Kim,peter.kim@oresj.cccounty.us <mailto:peter.kim@oresj.cccounty.us> Referral History: On December 12, 2023, the Board of Supervisors, at the recommendation of the Measure X Community Advisory Board, voted to allocate $1,000,000 of Measure X funds for existing African American Wellness Services. The ORESJ was tasked with developing a plan to administer the funds. The plan was presented at Equity Committee meetings from February 2024 to April 2024, and included the following: ·Partner with a local community foundation with extensive experience supporting Black-led and Black- serving organizations to serve as a contracted agency tasked with overseeing and carrying out procurement, selection, and fund distribution responsibilities, which will include a community and resident participatory process that includes review of applications and recommendation of awardees (for Board of Supervisors approval), as well as monitoring of progress and assessing outcomes. ·Release the funding in two annual phases: o $500,000 in phase 1 (July 1, 2024 - June 30, 2025) o $500,000 in phase 2 (July 1, 2025 - June 30, 2026) ·While applications for funds will be accepted for all of Contra Costa County, programs and initiatives serving East County’s most impacted communities will be prioritized. ·These awards are expected to augment and/or expand existing services or programs by increasing capacity (e.g. serve more participants, host additional events, extend program periods). ·Based on MXCAB key areas of need, community input, and existing research data, the proposed service/program categories to be prioritized are: o Mental health supports o Food insecurity services o Re-entry support services o Youth development support/services o Violence prevention/intervention services o Community healing, particularly from trauma due to police violence CONTRA COSTA COUNTY Printed on 5/16/2024Page 1 of 2 powered by Legistar™25 File #:24-1462 Agenda Date:5/20/2024 Agenda #:4. At the April 15, 2024 Equity Committee meeting, Supervisors, ORESJ and CAO staff discussed the need to solicit a partnership via an abbreviated Request for Qualifications. Referral Update: ORESJ drafted an RFQ for Equity Committee review and approval. Recommendation(s)/Next Step(s): RECEIVE the update and PROVIDE direction on next steps. Fiscal Impact (if any): $1M Measure X allocation CONTRA COSTA COUNTY Printed on 5/16/2024Page 2 of 2 powered by Legistar™26 Contra Costa County Office of Racial Equity and Social Justice REQUEST FOR QUALIFICATIONS (RFQ) # XXXX-XXX Administer the procurement, management, and monitoring of service contracts to increase African-American holistic wellness and support. The Contra Costa County Office of Racial Equity and Social Justice (ORESJ) is pleased to announce the solicitation of qualifications from applicants to administer the procurement, management, and monitoring of service contracts to increase African-American holistic wellness and support in Contra Costa County for the period of August 1, 2024 to March 31, 2027. The RFQ is a process by which the ORESJ solicits qualifications from Responders who may be selected to enter into a contract for the provision of these kinds of services. Please read this entire packet carefully Final submissions will be due to the Office of Racial Equity and Social Justice (ORESJ) via BidSync by June 21, 2024 at 5:00pm. Written questions about the RFQ can be submitted on BidSync by 5:00pm on June 12, 2024. All those registered in BidSync will receive the written responses to those questions. Thank you in advance for your efforts in preparing your response! RELEASE DATE: June 3, 2024 Statement of Qualifications Due Date: June 21, 2024 NO LATER THAN 5:00 P.M. PDT 27 Summary The Contra Costa County Office of Racial Equity and Social Justice (County) is seeking Statements of Qualifications (SOQ) from qualified applicants that can administer the procurement, management, and monitoring of service contracts towards African-American holistic wellness and support. The County welcomes responses from all qualified community foundations, philanthropic organizations, and grant-making bodies in good standing with the California Secretary of State and Franchise Tax Board. The County may, in its sole discretion, enter into a contract with a qualified provider or may reject all proposals and not award a contract at this time. 1. SOQ Submittal Process SOQs must be submitted electronically through the BidSync/Periscope 2SG website. Late submittals will not be accepted. No changes or additions to the SOQ may be made after the submittal date. Incomplete SOQs or SOQs that do not conform to the requirements specified in Section III herein will not be considered. Addenda: Any changes to these documents will be issued in writing via Addenda to be posted on BidSync/Periscope S2G website. Questions: All questions regarding the RFQ will be accepted through the BidSync/Periscope 2SG website only. The deadline for submitting questions is June 12, 2024 no later than 5:00 p.m. Questions will be answered and disseminated to those registered on the BidSync/Periscope 2SG website. Correspondence: As of the issuance of this RFQ, firms are specifically directed not to contact County personnel for meetings, conferences, or technical discussions related to this RFQ. Failure to adhere to this policy may result in disqualification of the firm. Please contact customer support if you need technical assistance with any part of the bid process at S2G@periscopeholdings.com or call (800) 990-9339. 2. SOQ Evaluation Process SOQs will be evaluated by a Selection Committee. The County will notify firms that will be considered for further evaluation and negotiation. Firms notified may be invited to interview. If so, interviews will be ½ hour. See Section IV for additional information. 28 3. Funding Up to $1,000,000 (one million dollars) is appropriated in the FY 23-24 County Budget, from an allocation of Measure X revenues, to fund existing community-based services that promote African American wellness. 4. Calendar of Events Below is a schedule overview of the SOQ submittal process due dates, and evaluation and selection process: EVENT DATE RFQ Release Date June 5, 2024 RFQ Questions Deadline June 12, 2024 SOQ Submittal Deadline June 25, 2024 SOQ Review/ Evaluation June 24-28, 2024 Oral Interviews (if needed) July 1-3, 2024 Selection Notification July 8, 2024 Review by Equity Committee July 15, 2024 Contract Award by Board Aug 1, 2024 Table of Contents Section I: Introduction ............................................................................... Section II: Scope of Services .......................................................................... Section III: Evaluation and Selection Process ........................................... Section IV: Instructions to Responders ..................................................... 29 Exhibits Attachments • Exhibit A – Statement of Qualification • Attachment A – Sample County Contract • Exhibit B – Client References • Exhibit C – Anti-Collusion Statement • Exhibit D – CCC Business Opportunity Registration • Exhibit E – Addenda Acknowledgement Section I: Introduction A. Purpose The Contra Costa County Office of Racial Equity and Social Justice (ORESJ) is issuing a Request for Qualifications (RFQ) #XXXX-XXX to solicit the services of an experienced community foundation or similarly qualified applicant to collaborate with ORESJ to administer the procurement, management, and monitoring of service contracts towards African-American holistic wellness and support. Based on the response to this solicitation, the ORESJ plans to contract with a successful bidder for the period of August 1, 2024 to March 31, 2027 for services described in this RFQ. In collaboration with the ORESJ, the successful bidder will be expected to co-design and administer a two-year grant opportunity for community organizations engaged in meeting the urgent needs of African Americans in Contra Costa County and providing holistic wellness support services. This will include envisioning and implementing a funding model that bridges and marries County procurement and contracting processes that prioritize fiscal accountability and demonstrable outcomes with creative, flexible, and visionary funding approaches of Bay Area-based, community-centered philanthropy. This project is an effort to explore and test innovative partnerships between County and philanthropic organizations that center racial equity, strengthen the capacity of local direct-service community-based organizations, and prioritize the needs of vulnerable, marginalized communities in Contra Costa County. For a full description of required activities and expected goals, see Section II: Scope of Work. The maximum award available under this solicitation is $1,000,000. 30 Bidders with experience and proven success in providing services as described in this solicitation are invited to submit responses. If you are interested in and capable of providing the requested services by contract with the County, please carefully review this entire RFQ and submit your response as directed in the “Instructions to Responders” section of this solicitation. This solicitation is not in any way to be construed as an agreement, obligation, or contract between the County and any party submitting a response, nor will the County pay for any costs associated with the preparation of any response. B. Background Currently, in Contra Costa County, African Americans represent approximately 8.7% of the population. Racism, inequity, injustice, disparities and harm exist throughout the United States and, unfortunately, here in Contra Costa County as well. In Contra Costa County, African American residents experience disproportionate rates of preventable chronic illnesses such as heart disease, obesity, cancer as well as most recently, COVID-19. Racial and ethnic disparities in health outcomes, the criminal justice system, educational achievement, and social service metrics are present in Contra Costa County. These disparities have been well-documented in reports issued by the Contra Costa Racial Justice Task Force/Oversight Body, First Five Contra Costa, Kaiser Permanente, Contra Costa Health Services, Contra Costa Continuum of Care, Contra Costa Employment and Human Services Department, and others. For the last several years, members of the community have been advocating and leading the effort in the County for the creation of an African American Holistic Wellness and Resource Hub and the urgent need for expanded support services that address the pain, trauma, and other related challenges that exist in under- resourced, under-served African American communities. Recent advocacy efforts were launched in part by evidentiary findings of the racist and sexist actions of officers within the Antioch and Pittsburg Police Departments. The findings have led to the direct involvement of the County District Attorney, the County Public Defender, the State Attorney General, the FBI, and the Department of Justice. The high-level mission and vision for the African American Holistic Wellness and Resource Hub, as expressed through public comment made to the Board of Supervisors, is to host and provide culturally-relevant and responsive services to eliminate health and wellness disparities. As a result of services provided through the African American Holistic Wellness and Resource Hub, African American community members in Contra Costa County will experience greater safety, connection and belonging, and have greater access to health, mental health and other support services that meet their immediate needs. Feasibility Study: Measure X Funding Brief History of Measure X 31 On November 3, 2020, Contra Costa County voters approved a countywide 20-year, ½ cent sales tax increase known as Measure X. The ballot measure stated that the intent of Measure X is “to keep Contra Costa’s regional hospital open and staffed; fund community health centers, emergency response; support crucial safety-net services; invest in early childhood services; protect vulnerable populations; and for other essential county services.” Collection of the tax began on April 1, 2021. On February 2, 2021, the Board of Supervisors established a Measure X Community Advisory Board (MXCAB), and from May through August 2021, the MXCAB conducted a community needs assessment process to review and account for current community needs, strengths, and resources, and to identify potential strategies to address those needs, as the basis for making funding recommendations to the Board of Supervisors. The Advisory Board determined five overarching key areas of need for Contra Costa County communities: (1) Support for mental well-being (prevention, crisis response); (2) Increase equity and removal of structural barriers; (3) Ensure equitable access to health care, housing, childcare, income opportunities, and food; (4) Strengthen supports for residents of all generations; and (5) Creating communities where all residents feel safe and welcome. On October 12, 2021, the Board of Supervisors received the MXCAB’s report recommending funding priorities for Measure X funding allocations. For additional information on all recommended strategies, see the Measure X Community Advisory Board report to the Contra Costa County Board of Supervisors and presentation for the October 12, 2021 Board of Supervisors meeting. Measure X Allocations to Support African American Holistic Wellness In April 2023, the Board of Supervisors directed that a one-time allocation of $80,000 of Measure X funds be allocated for the purpose of conducting a feasibility study that will inform the development of an African American Holistic Wellness and Resource Hub (Hub) in Contra Costa County. The initial Hub will be established in East County, with a long-term vision of establishing multiple Hubs in other parts of the County over time. The feasibility study is meant to assess and determine the most appropriate design, structure, services, programming, location, and fiscal viability of the Hub(s) through a thorough analysis of quantitative and qualitative data that illustrate the health, safety, well-being, and priority needs of African American communities in Contra Costa County. In October 2023, the Board of Supervisors appointed a 13-member Steering Committee to oversee the African American Holistic Wellness and Resource Hub (AAHWRH) Feasibility Study process, including the selection of a contractor to conduct the study through a competitive process. The community members appointed to the Steering Committee represent each of the five districts within Contra Costa County and bring lived and professional experiences in behavioral health, maternal and infant health, parenting/family resources, education, youth services, economic development, sustainability, and environmental justice. 32 The Board of Supervisors directed ORESJ to coordinate, convene, and provide staff support to the Steering Committee, as well as to administer the one-time allocation of $80,000 for the feasibility study and facilitate the procurement process for that contractor. In March 2024, ORESJ increased the funding amount by $100,000 using ORESJ department one-time funds, for a total possible award amount of $180,000, to conduct the feasibility study. That Request for Proposals was released on April 24, 2024 with proposals due May 24, 2024. In addition, upon receipt of the Measure X Community Advisory Board’s FY 23-24 prioritized funding recommendations, on December 12, 2023, the Board of Supervisors directed that a one-time allocation of $1,000,000 of Measure X funds be allocated for the purpose of supporting the “African American Holistic Wellness and Resource Hub and existing services” in Contra Costa County. These funds were allocated as an immediate, intermediary step to what is expected to be an increased, long-term investment in Black communities’ overall well-being and holistic health. The activities supported through this funding will help inform the possibilities for what will become housed within the African American Holistic Wellness and Resource Hub in Contra Costa County. It is this allocation of funds that will fund the work outlined and described in this Request for Qualifications. Most recently, on April 23, 2024, the Board of Supervisors allocated an additional $7.5 million of Measure X funds towards the establishment and operation of an African American Holistic Wellness and Resource Hub and implementation of services and activities. The feasibility study, along with outcomes and lessons learned from the service activities described in this RFQ, will inform the Board of Supervisors on how to exactly allocate and apply these funds. Section II: Scope of Services The County seeks to contract with an eligible contractor with extensive expertise in supporting local Black-led and Black community-serving organizations to administer the procurement, management, and monitoring of service contracts aimed at increasing and strengthening African-American holistic wellness in Contra Costa County. This contractor will produce a set of recommendations of awards to the Board of Supervisors for final approval of contracted service providers. In order to be considered for selection, bidders must demonstrate capacity, cultural competency, commitment, and experience in working in deep partnership with service providers and community organizations embedded in, representative of, and dedicated to serving marginalized, vulnerable communities, and specifically impacted African American communities in Contra Costa County. Additionally, bidders must have the capability and experience to perform the following scope of services. Organizations that would like to submit an SOQ but cannot perform all 33 required services are encouraged to partner with sub-consultants to have a team that would complement/supplement their capabilities. Distribution of Funds The release of funds and funding of service contracts will occur in two annual phases: § $500,000 in phase 1 (January 1, 2025 – December 31, 2025) § $500,000 in phase 2 (January 1, 2026 – December 31, 2026) While applications for funds will be accepted for services/programming targeting African American communities of any region of Contra Costa County, services/programming serving East County’s most impacted communities will be prioritized. These awards are expected to augment and/or expand existing services or programs by increasing capacity (e.g. serve more participants, host additional events, extend program periods). They are not expected to initiate new programs, hire entire new staffing teams, etc. Based on MXCAB key areas of need, community input, and existing research data, the proposed service/program categories to be prioritized are: § Mental health supports § Food insecurity services § Re-entry support services § Youth development support/services § Violence prevention/intervention services § Community healing, particularly from trauma due to police violence Final determination of service/program categories will be made after the contractor has been selected and will involve a collaborative process with the contractor and ORESJ. Contractor will be able to allocate up to 12% of total funds to go toward indirect and administrative costs. Scope of Services I. In partnership with ORESJ, co-design a two-year grant opportunity for community organizations to meet the urgent needs of African Americans in Contra Costa County and provide holistic wellness support services. The design process will include determining the types of services, funding categories, grant award amounts, and contracting requirements. II. Administer a transparent, equitable procurement process, including issuing a Request for Proposals (RFP) and providing technical support to community organizations during the proposal submission process (e.g. Conduct a bidders’ conference, provide grant writing support, hold proposal review sessions) 34 III. Support ORESJ by participating in all activities as thought partners, co-designers, and co-facilitators in the outreach, recruitment, selection, and training of a cohort of community members to conduct a participatory review process of grant proposals. Contractor will take on responsibility of providing stipends for the review committee members. IV. In partnership with ORESJ, coordinate and co-facilitate the participatory review process, including coordination of review sessions, creation of scoring rubric, synthesizing scores into final recommendations, and presenting recommendations to Board of Supervisors for their final approval. V. Oversee contracting process with County-approved grantees, including drafting of contracts, contract negotiations with grantees, and assembling grantee cohort for orientation and kickoff event. VI. Establish invoicing and payment process; distribute timely payments to grantees. VII. Establish program monitoring process, including deliverables and evaluation of progress and success, and produce summary report of outcomes. VIII. In partnership with ORESJ, provide technical support for grantees throughout contract period. This can include site visits, strategic partnership, connection to resources and/or other supports, and or additional trainings and capacity building opportunities. IX. In partnership with ORESJ, reconvene participatory review committee to assess if grantees were successful, and whether a second year of funding is approved. Determine if any changes to program design, goals, timeline, budget, and/or any other relevant conditions within the current service delivery, model and contract. X. In partnership with ORESJ, produce a summary report at the end of year 1 and year 2 that outlines observations and recommendations written in clear, concise plain language that is accessible to all Contra Costa residents and stakeholders. Section III: Instructions to Responders Respondents shall submit SOQs that are concise and specifically responds to all requested services as posted in this RFQ. Each SOQ shall include the following format, content, and attachments. SOQs that do not conform to the requirements specified below will not be considered. A. Format 1. Cover Letter – Signed in blue ink by an authorized representative of the firm 2. Title/Cover Page with Table of Contents 3. Statement of Qualifications (SOQ) – within a maximum of 10 pages (12-point font, 1” margins, consecutively numbered pages), describe your organization’s experience, capacity, and expertise as they relate to the scope of services described in this RFQ, using the same section titles and in the following order: 35 • Organizational History and Overview (2-3 pages): Briefly describe your organization’s vision, mission, and strategic goals. Include a summary of your priority areas of investment (e.g. geographic focus, service categories, etc.), current portfolio of grantees, years in operation, size of organization. • Scope of Services Understanding and Experience (3-4 pages): Describe the organization’s understanding, knowledge, and experience working in partnership and supporting Black-led, Black community-serving grassroots organizations. Describe your organization’s expertise in grantmaking, including the administration and management of grant contracts, relationship- and capacity-building with grantees. Describe similar projects/initiatives completed. If applicable, indicate the availability of additional funds or resources that can be leveraged to supplement the work described in the scope of services. • Team Member Qualifications (2-3 pages): Identify the team member(s) for this project, including roles and duties as related to this project. Provide an Organizational Chart of key team members, including subcontractors; and describe team members’ lived experiences related to the scope of work, their qualifications, experience level, and expertise of each key team member, including: o Team leadership/Project Manager o Indicate who is authorized to negotiate contract terms on behalf of your organization o Areas of specialization of each key team member o Related projects key team members have worked on, and other relevant experience that speaks to their expertise on this project o Submit resumes for all key team members who will be working directly on this project (these will not count towards page limit; see below in Attachments) • Acknowledgement of the Standard Contract Conditions (Attachment A): In Attachment A, provide acknowledgement regarding the acceptability of the standard Consulting Services Agreement, General and Special Conditions, including indemnifications and insurance requirements. 4. Attachments • Federal, State, and local permits and licenses, as applicable • Statement of Qualification (SOQ) – See Exhibit A • Key Team Member Resumes – please keep each resume to no more than 2 pages, highlighting the most relevant experiences, skill sets, etc. related to this project • Client References – See Exhibit B • Anti-Collusion Statement – See Exhibit C 36 • Contra Costa County Business Opportunity Registration Form – See Exhibit D (for both firms and all sub-consulting firms. If your firm is not an SBE per the County’s SBE Program guidelines, still submit the SBE Registration form with your firm’s name and write “NOT QUALIFIED UNDER COUNTY SBE PROGRAM” across the sheet) • Addenda Acknowledgement – See Exhibit E • W-9 and State Business Verification • Certificate of Insurance with Endorsement Letter B. SOQ Submission a. Response to this RFQ MUST be submitted electronically through the BidSync/Periscope website – NO EXCEPTION b. Late submittals WILL NOT be accepted – NO EXCEPTION C. Client References (Exhibit B) Respondents shall provide a list with a minimum of three (3) references. Each reference must include the name of the person, their organization, their relationship to your organization, the years known, and current contact information. D. Licenses and Permits Respondents shall possess all licenses, registrations and permits required by the State of California and the County of Contra Costa, as applicable. Such licenses and permits are to be submitted to the County with the SOQ or prior to the contract signing date. E. Submittal Expenses Respondents shall be fully responsible for all costs incurred in the development and submittals for this RFQ. F. Respondent Responsibility The Respondent assumes sole responsibility for the complete effort required in submitting an SOQ in response to this RFQ. No special consideration will be given after SOQs are opened because of a Respondent’s failure to be knowledgeable as to all of the requirements of this RFQ. G. Interpretation Should any discrepancies, omissions, or doubt as to their meaning be found in the RFQ specifications or requirements, the Respondent shall notify the County in writing through the BidSync/Periscope website. The County will send written instructions or addenda to all participants in the RFQ process. The County shall not be responsible for oral interpretations. 37 H. Reservation The County reserves the right to do the following at any time and for its own convenience, at its sole discretion: • To reject any and all SOQs without indicating any reasons for such rejection • Terminate this RFQ and issue a new RFQ anytime thereafter • Extend any or all deadlines specified in the RFQ, including deadlines for accepting SOQs by issuing an Addendum at any time prior to the deadline for receipt of responses to the RFQ • Procure any services specified in the RFQ by other means • Disqualify any Respondent on the basis of any real or perceived conflict of interest or evidence of collusion that is disclosed by the SOQ or other data available to the County. Such disqualification is at the sole discretion of the County. • Reject the SOQ of any Respondent that is in breach of or in default under any other agreement with the County • Reject any Respondent deemed by the County to be non-responsive, unreliable, unqualified, or non-responsible I. Truth and Accuracy of Representation False, misleading, incomplete, or deceptively unresponsive statements in connection with a submittal shall be sufficient cause for rejection of the submittal. J. Sub-Contract and Assignment The Contract binds the heirs, successors, assigns and representatives of Contractor. Prior written consent of the County, is required before the Contractor may enter into subcontracts for any work contemplated under the Contract, or before the Contractor may assign the Contract or monies due or to become due, by operation of law or otherwise. K. Addenda No one is authorized to amend any of these documents in any respect by an oral statement or to make any representation or interpretation in conflict with their provisions. Any changes to these documents will be issued in writing via addenda to be posted on the BidSync/Periscope website. L. Addenda Acknowledgement All addenda shall include an acknowledgement of receipt that must be returned. The addenda must be signed and attached to the final response. Failure to attach any addendum may result in the rejection of the response. See Exhibit E. M. Non-Collusion By submitting a signed submittal, Respondent certifies that there has been no collusion with any other Respondent. Reasonable grounds for believing Respondent has an 38 interest in more than one submittal will result in rejection of all submittals in which the Respondent has an interest. Any party to collusion may not be considered in future submittals for the same or similar work. See Exhibit C. Section IV: Evaluation and Selection Process A. Selection Process All Statements of Qualifications (SOQs) received will be evaluated by a Selection Committee. Each SOQ will be evaluated for completeness and overall responsiveness to the requirements contained in this RFQ. The following criteria, will be evaluated to determine which applicant best meets the needs of the County as described in Section III: Program Elements and Possible Score I. Organizational History and Overview 0-30 pts o Relevancy of the organization’s vision, mission, and strategic goals. o Demonstrates alignment of purpose and values. o Priority areas of investment and current portfolio reflect a commitment to addressing the needs of marginalized, underserved, Black communities. o Describes competencies and expertise needed to establish rapport, trust and credibility with marginalized, underserved, Black communities. II. Scope of Services Understanding and Experience 0 – 40 pts o Demonstrates a strong level of understanding, knowledge, and experience working in partnership and supporting Black-led, Black community-serving grassroots organizations. o Demonstrates expertise in grantmaking, including the administration and management of grant contracts, relationship- and capacity-building with grantees. o Describes similar projects/initiatives completed. III. Team member qualifications 0 – 30 pts o Qualifications, lived experiences, expertise and related projects of staff are sufficient to deliver on the full scope of work. o Staff areas of specialization and related projects they have worked on that align with this scope of services. o Description of each team member’s role and area of responsibility in the project. Total: 100 points IV. Preferential Points for Supplemental Resources o To what extent are matching resources identified to supplement funding that will expand capacity and opportunities for grantees? Are there other initiatives or efforts that the organization is or will be implementing that 39 can be leveraged and aligned to amplify or extend the project goals and impact? o Points equaling up to 5% (or 5 points) of the total score possible will be added to the applicant’s total score. The addition of these preferential points will make up the applicant’s final score. B. Evaluation and Negotiation Upon completion of the review of SOQs, the County will notify Respondents that will be considered for further evaluation and negotiation. Respondents may be contacted for an interview, if needed. The key team members identified in the SOQ should attend the interview. Interviews will be ½ hour. Any delay caused by Respondent’s failure to respond to direction from the County may lead to a rejection of the SOQ. C. Award of Contract If the County determines after further evaluation and negotiation, to award the Contract, a Contract will be sent to the successful Respondent for signature. No submittal shall be binding upon the County until after the Contract is signed by duly authorized representatives of both Respondent and the County. D. Submittals are Public Records California Government Code Section 6250, the Public Records Act, defines a public record as any writing containing information relating to the conduct of the public’s business prepared, owned, used or retained by any state or local agency regardless of physical form or characteristics. The Public Records Act provides that public records shall be disclosed upon request and that any person has a right to inspect any public record, unless the document is exempted from disclosure. Unless otherwise compelled by a court order, the County will not disclose any submittals while the County conducts its deliberative process in accordance with the procedures identified in this RFQ. However, after the County either awards a contract to a successful Respondent, or rejects all submittals, the County will consider each submittal subject to the public disclosure requirements of the California Public Records Act. Each Respondent is hereby informed that, upon submittal of its SOQ to the County in accordance with this RFQ, the SOQ becomes the property of Contra Costa County. E. Protest Procedures In the event a dispute arises concerning the RFQ process prior to the award of the contract, the party wishing resolution of the dispute shall submit a request in writing to the attention of: Kendra Carr and Peter Kim, Co-Directors Office of Racial Equity and Social Justice Contra Costa County 40 1026 Escobar Street, Suite 2B Martinez CA, 94553 41 Section V: Contract Information and Requirements A. Contract Information: 1. Contract Period Any agreement awarded as a result of this RFQ will include the County’s general terms and conditions, attached as Attachment A to this RFQ. The initial term of any agreement awarded as a result of this RFQ will be for up to 32 months. Nothing in this RFQ, and nothing in an agreement awarded as a result of this RFQ, commits the County to contract with the successful responder for any particular length of time. All other factors being substantially equal, preference will be given to respondents located within Contra Costa County. For purposes of this RFQ, a respondent is located in Contra Costa County if its principal place of business has been located in Contra Costa County for at least six months immediately prior to the issuance of this RFQ. 2. Contract Monitoring and Evaluation On behalf of the County, the Office of Racial Equity and Social Justice (ORESJ) will actively monitor all services provided through the contract that results from this RFQ process. This monitoring will determine if the Contractor is performing as intended or if good cause exists to terminate the contract prior to the end of the contract term. At a minimum, contractors will be expected to: a. Perform all services without material deviation from an agreed-upon Service Plan; b. Complete progress reports for the County; c. Maintain adequate records of service provision to document compliance with Service Plan and complete any forms provided by the County; and d. Cooperate with the collection of other fiscal/administrative/service data as requested by the County. The County will: a. Negotiate a service contract that identifies specific performance outputs and/or outcomes to be achieved during the contract term; b. Review contract at least once within the contract period to ensure compliance with output/outcome requirements, document any noncompliance, and establish a Corrective Action Plan as needed; c. Be part of the monitoring of subcontracts written by and entered into by the contractor that utilizes funds awarded under this solicitation; and d. Provide information to contractors concerning additional State or County data requirements not provided here or in the resulting contract. 3. Contract Management Responsibilities 42 The Contractor’s Contract Manager shall also be responsible for all matters related to the firm’s personnel and subconsultants performance including but not limited to: • Supervising, reviewing, monitoring, and directing the firm’s personnel, and managing subconsultants. • Assigning qualified personnel to complete the requested services. • Administering personnel actions for firm’s personnel and ensuring appropriate actions taken for subconsultant personnel. • Maintaining and submitting organized project files for record tracking and auditing. • Developing, organizing, facilitating, and attending scheduled coordination meetings, and preparation and distribution of meeting minutes if requested. • Implementing and maintaining quality control procedures to manage conflicts, ensure product accuracy, and identify critical reviews and milestones. • Reviewing invoices for accuracy and completion before billing to County. • Providing invoices in a timely manner and providing monthly contract expenditures. • Managing overall budget for contract and provide report to the County Contract Manager. • Ensuring compliance with the provisions of the contract and all specific Task Order requirements. • Ensuring the health and safety of personnel working in a hazardous environment in accordance with all applicable Federal, State, and Local regulations as applicable. 43 Exhibit A: Statement of Qualification SECTION A Business Name: __________________________________________ Phone #: _____________________ Address: _____________________________________________________________________________ City: __________________________________________________ State: ________ ZIP: _____________ Federal Tax ID #: ____________________________ Business License #: ___________________________ Business Status: _____Non Profit Corporation _____Corporation State of Incorporation:_____________________ _____General Partnership _____Limited Partnership _____Sole Proprietorship Other: __________________________ Name and title of an Officer or owner authorized to sign this Statement of Qualification and any contract with the County that may result. Name: __________________________________________________ Title: ________________________ SECTION B Number of years in business under present business name: ____________________________________ Other Business Name(s): ________________________________________________________________ Number of years under prior name if any: ___________________________________________________ SECTION C Number of years of experience in providing required, equivalent, or related projects: _______________ SECTION D Similar services/projects completed during the last five years? Period Services $ Amount Paid Location Agency Name 1 - __________________________________________________________________________________ 44 2 - __________________________________________________________________________________ 3 - __________________________________________________________________________________ 4 - __________________________________________________________________________________ 5 - __________________________________________________________________________________ SECTION E Have you, or your agency failed or refused to complete a contract? _____ YES ______ No If yes, explain: _________________________________________________________________________ _____________________________________________________________________________________ SECTION F Is your firm authorized to do business in the State of California? _____Yes _____No SECTION G Is your firm a State of California registered small business? ______Yes ______No SECTION H Is your firm a local Business? ______Yes ______No SECTION I Explain any litigation similar to the services requested by this proposal involving you, or your agency, or any principal officer(s) thereof: _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ SECTION J 45 Has your company filed any written declaration for bankruptcy protection, a potential merger or acquisition, office closure, pending lawsuits, financial loss that might affect your ability to perform under the Contract? _________ Yes _________ No (if yes, please explain): _____________________ _______________________________________________________________________________ _______________________________________________________________________________ ___________________________________________________________________________________ __________________________________________________________________________________ SECTION K License Provisions Has your company changed names or license numbers in the past 10 years? If so, please state reason for change. Yes_____ No_____ Reason _______________________________________________________________________________ _______________________________________________________________________________ ___________________________________________________________________________________ __________________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ SECTION L List the names and titles of the key personnel who would be assigned to the Contract. Name Classification ___________________________________ _____________________________________________ ___________________________________ _____________________________________________ ___________________________________ _____________________________________________ ___________________________________ _____________________________________________ SECTION M List all required business and professional licenses that pertain to this Contract: License Number Type Expiration Date 46 _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ SECTION N Do you and your agency agree to provide additional information as required by the County to make an informed determination of qualifications? ______ Yes _____ No By signing this Statement of Qualification, you are certifying that all information provided on this form and contained within your proposal are true, and you acknowledge that if the proposal contains any false statements, the County may declare any contract or agreement made as a result of the proposal to be void. Signature: ________________________________________________ Date: ______________________ Authorized Name: ____________________________________Title: _____________________________ 47 Exhibit B: Client References Organization: Contact Person: Address: Tel. Number: City, State, Zip: Email Address: Relationship / Years Known: Organization: Contact Person: Address: Tel. Number: City, State, Zip: Email Address: Relationship / Years Known: Organization: Contact Person: Address: Tel. Number: City, State, Zip: Email Address: Relationship / Years Known: Organization Name: _____________________________________________________________ Authorized Name: _______________________________ Title: ___________________ Authorized Signature: ____________________________ Date: __________________ 48 Exhibit C: Anti-Collusion Statement By signing this form, the Bidder agrees that this submittal is made without any other understanding, agreement, or connection with any person, corporation, or firm submitting an Statement of Qualifications quote for the same purpose and that the quote is in all respects fair and without collusion or fraud, IT IS AGREED BY THE UNDERSIGNED BIDDER, THAT THE SIGNING AND DELIVERY OF THE SOQ REPRESENTS THE BIDDER'S ACCEPTANCE OF THE TERMS AND CONDITIONS OF THE FORGOING SPECIFICATIONS AND PROVISIONS, AND IF AWARDED, THIS CONTRACT WILL REPRESENT THE AGREEMENT BETWEEN THE BIDDER AND THE COUNTY. NAME OF FIRM: ______________________________________________________________ [Sign in ink in the space provided below] SIGNED BY: _________________________________________________________________ TITLE: ______________________________________________________________________ ADDRESS: __________________________________________________________________ CITY & STATE: _______________________________________________________________ TELEPHONE: _________________________________________________________________ 49 Exhibit D: County Business Opportunities Registration Place Holder See Attached 50 Exhibit E: Addenda Acknowledgement TO BE RETURNED WITH REQUEST FOR PROPOSAL STATEMENT OF QUALIFICATIONS RFQ No.: _______________ Title: ________________________________________________ ADDENDUM ACKNOWLEDGEMENT (Please initial for addendums received) Addendum #1: _________________ Addendum #3: _____________________ Addendum #2: _________________ Addendum #4: _____________________ Company Name: _____________________________________________________________ Contact Name: _______________________________________________________________ Email Address: ____________________________________________ Phone No.: _________ Address:____________________________________________________________________ ___________________________________________________________________________ Authorized Signature: _________________________________________________________ Date: _______________________________________________________________________ 51 Attachment A: Sample County Contract Place Holder See Attached 52 CONTRA COSTA COUNTY Staff Report 1025 ESCOBAR STREET MARTINEZ, CA 94553 File #:24-1463 Agenda Date:5/20/2024 Agenda #:5. EQUITY COMMITTEE Meeting Date: May 20, 2024 Subject: ORESJ Updates, Lived Experience Advisory Board Submitted For: Equity Committee Department: ORESJ Referral No: Referral Name: ORESJ Updates, Lived Experience Advisory Board Presenter: Kendra Carr Contact: Kendra Carr,kendra.carr@oresj.cccounty.us <mailto:kendra.carr@oresj.cccounty.us> Referral History: At the January 22, 2024 Equity Committee meeting and January 30, 2024 Annual Board Retreat, the ORESJ Co -Directors provided an update regarding the 2024 office priorities, recruiting strategy and work plan for the second hiring phase for the ORESJ, and presented a proposal for the structure of the Lived Experience Advisory Board. To move forward with the development of the Lived Experience Advisory Board, the Equity Committee requested follow up conversations about the selection process and stipends. At the March 18, 2024 Equity Committee meeting, the ORESJ Co-Directors, in collaboration with the Core Committee, prepared updates on the selection process, stipends and timeline for the development of the Lived Experience Advisory Board (LEAB). The high-level updates included the following elements: Supervisors select their two respective appointees, with ORESJ offering support and thought partnership; the Co-Directors convene an ORESJ-led sub-committee to select 10 at-large members; all recommendations go to Equity Committee for review, and to full Board for approval; LEAB members can earn up to $2400 per year in stipends and examples of other advisory boards’ compensation models for comparison. The Equity Committee directed the ORESJ Co-Directors to wait on moving ahead with stipends and gather more research about how stipends have been administered elsewhere. At the April 15, 20204 Equity Committee meeting, ORESJ provided additional information about best practices related to stipends. Referral Update: ORESJ Co-Directors seek approval to move forward with establishing the Lived Experience Advisory Board, and implementing a pilot stipend program. Recommendation(s)/Next Step(s): RECEIVE update and PROVIDE direction on next steps to establish the Lived Experience Advisory Board. Fiscal Impact (if any): ORESJ FY 24-25 Budget Allocation: $180,000 CONTRA COSTA COUNTY Printed on 5/16/2024Page 1 of 1 powered by Legistar™53 May 20, 2024: Equity Committee Meeting ORESJ Lived Experience Advisory Board Updates: Stipends, Timeline The Lived Experience Advisory Board (LEAB) will nurture and hold the vision and purpose of the Office of Racial Equity and Social Justice (ORESJ), and function as a space for thought partnership, strategic planning and consensus building. With feedback from the Equity Committee (March 18, 2024 and April 15, 2024), and in collaboration with the ORESJ Core Committee, the ORESJ Co-Directors prepared updates on the process to establish the LEAB. Vision and Purpose of Lived Experience Advisory Board The LEAB will provide regular opportunity for community representatives to provide feedback and critique on ORESJ’s efforts, while also sharing insights and ideas to shape future priorities. The work of the ORESJ is an iterative process, so must remain flexible and responsive to the changing dynamics and needs of those who are most impacted by inequities in systems and communities. To this end, LEAB members will provide ORESJ staff with real-time perspective, keeping our finger on the pulse of community conditions. The LEAB will also serve as an incubator for community members to strengthen skills and build capacities that prepare them to be equity leaders in their respective communities and serve as champions and credible messengers for the ORESJ and the larger movement for equity throughout the County. LEAB Members’ Duties and Responsibilities i. Attend monthly advisory body meetings and provide insights and suggestions to guide the ORESJ Co-Directors and advise on priorities and special projects ii. Participate in a Leadership Fellowship (additional details below) as a space of onboarding and training to learn County processes, practices, language and culture, and to build their capacity to become effective community representatives, advisory body members, and thought partners to County staff and leadership. iii. Serve as community ambassadors by attending community events, engaging community members, nurturing relationships, and growing ORESJ’s network iv. Gather feedback from community members who are impacted by racial and social inequities and bring insights back to monthly advisory body meetings v. Co-design and conduct a community needs assessment (frequency TBD) to ensure the evolving and emerging needs of the community are centered in discussions and decision-making 54 While the initial time commitment will include the community building and learning sessions of the leadership fellowship, the ongoing advisory board responsibilities are approximately 6 hours per month, at a minimum. Leadership Fellowship To onboard to the Lived Experience Advisory Board, members will participate in a Leadership Fellowship that aims to empower community members with lived experiences of systems harm to serve as an effective advocate and thought-partner to advance the work of equity in their communities and throughout the county. The Leadership Fellowship will provide participants with the tools to navigate county government and lead the development and administration of more equitable policies informed by their own lived experiences. This fellowship can serve as a pathway for people of color to participate on other county advisory bodies and commissions and apply for county jobs. ORESJ will partner with a community-based organization with expertise and experience in resident power-building to develop and facilitate the Leadership Fellowship. ORESJ Co-Directors are currently in conversation with Urban Habitat, a local organization that runs the Boards and Commissions Leadership Institute and has served as an incubator for leaders throughout Contra Costa County, and with Bright Research Group, also a local organization that specializes in training and capacity building of community-based peer professionals with lived-expertise in areas of leadership development, participatory action research, systems change, and community-centered program design. Stipends: Best Practices and Recommended Approach The ORESJ is committed to designing and implementing specific practices that are responsive to communities who have been historically excluded from full participation in the systems we seek to improve. Equity is bolstered by community engagement, and removing financial and other barriers plays a critical role in fostering meaningful participation of individuals who are often most marginalized from government processes yet directly impacted by its policies and programs. Asking community members with lower financial resources and limited time to volunteer their labor, energy, and expertise while employees and representatives of public systems, service providers, and advocacy organizations receive compensation from their respective agency or organization for their time and experience ultimately hinders full and open public participation. It is now an accepted and growing practice across sectors (i.e. education, research, violence prevention, healthcare, social change enterprises, homelessness, etc.) to implement practices that remove financial and other barriers so that community members and residents have increased access to government spaces and can meaningfully engage in public discussions and decision-making processes, ultimately leading to more equitable and sustainable policy and program outcomes. Towards this end, the ORESJ’s Lived Experience Advisory Board will serve as a pilot program to test effective compensation practices for members and serve as a potential model for other county advisory bodies. 55 LEAB Stipends Proposal: A Pilot Program Grounded in the recommendations for the establishment of the Office of Racial Equity and Social Justice (ORESJ), presented to the Board of Supervisors in October 2022, the Co-Directors propose a pilot stipend program with the following goals: q To explore the impact of providing stipends and implementing other inclusive practices that mitigate barriers and allow for enhanced, meaningful participation of community members with lived and living experiences of systems harm q To establish a feasible and effective model of recognition and compensation for advisory body members, particularly for those with extenuating circumstances and lived conditions that pose financial barriers for participation. q Pilot this approach in ORESJ, learn where it can be adjusted and refined, and ultimately offer it to other County departments as a model that they can adopt. ORESJ FY 24-25 Budget Allocation: $180,000 Funding Area Amount Notes Annual Stipend Amount $48,000 $200/month per member Leadership Fellowship $100,000 Program design and facilitation fees Inclusive practices $32,000 Language interpretation, translation, accommodations Advisory Board/Commission Compensation Examples Throughout California and across county and regional jurisdictions, it has become more common practice for community members receive compensation as a means of removing barriers to participation in advisory bodies and commissions. There is precedent for this stipend proposal: a. Marin County: All County advisory body/commission members who meet certain income eligibility requirements, may apply for a $50 stipend b. Santa Cruz County: Most County advisory body/commission members are eligible for a $75/meeting stipend c. City of San Jose: San Jose for All is the Office of Racial Equity’s Advisory Body established in 2023, with diverse lived experiences ranging from 17 years to 65 years old. Stipend is $100/meeting and members can opt out at any time. d. Los Angeles County Rental Housing Oversight Commission: $150/meeting, up to 52 meetings/year. e. Los Angeles County Los Angeles County Civilian Oversight Commission: $150/meeting, up to $5,000 annually + reimbursable expenses. f. Bay Area Air Quality Management District: $500/meeting for full Community Advisory Council attendance, $75/hour for committee participation or other required meetings, 56 Up to $1,000 in additional funding for mission-related activities ($75/hour), for the first 9 months of the fiscal year, Reimbursements for travel, meals, and incidental expenses. Contra Costa County Commissions Currently in Contra Costa County, the bodies that receive formal stipends are statutory in nature, meaning, they are bodies that perform a duty that would otherwise be performed by the Board of Supervisors, such as the Planning Commission, Assessment Appeals, Merit Board, etc. See chart below, compiled by the Clerk of the Board’s Office. Advisory Body Amount & Type of Compensation Reference Advisory Council on Aging Actual and necessary expenses for mileage at the county rate. Unknown Assessment Appeals Board $200 per one half day meeting, $300 per full day meeting, and $400 for any consecutive meeting days. Each member of the assessment appeals board shall also be reimbursed for mileage and other expenses reasonably and necessarily incurred in the discharge of his duties, as provided for regular county employees. April 28, 1998 Board of Supervisors Agenda Item SD.2, Ordinances 84-62 § 5, 74-57 § 2, 73-45, and County Code Section 26- 10.210. Economic Opportunity Council Reimbursements for reasonable expenses incurred by the low income sector representatives and alternates (i.e. transportation). Low Income representatives and alternates will be reimbursed for mileage according to standard rates when attending approved activities related to the Economic Opportunity Council. Section IX of the Economic Opportunity Council bylaws, approved by the Board of Supervisors on September 11, 2018. Housing Authority $50 per meeting, up to 4 meetings per month as well as necessary traveling and subsistence expenses incurred in the discharge of their duties. Article IV, Section 5 of the Housing Authority bylaws, adopted by Resolution 5160 of the Board of Commissioners. IHSS Public Authority Advisory Committee $24 stipend per meeting. Compensation limited to three meetings per month. May 17, 2022 Board of Supervisors Agenda Item C.59. Mental Health Commission The Board of Supervisors may pay from any available funds the actual and necessary expenses of the members of the mental health board of a community Welfare and Institutions Code Section 5604.3 57 mental health service incurred incident to the performance of their official duties and functions. The expenses may include travel, lodging, childcare, and meals for the members of an advisory board while on official business as approved by the director of the local mental health program. Merit Board $75 per meeting attended, but not more than 24 meetings per calendar year. $75 per special meeting but no more than 12 special meetings per calendar year. Mileage reimbursement and other reasonable expenses incurred in the discharge of his or her duties as provided by resolution of the Board of Supervisors. County Code Article 33- 7.5, Section 33-7.503, and Part 2 and Section 207 of Personnel Management Regulations Planning Commission $50 per meeting, not to exceed $300 a month, plus mileage. Resolution 74/600B adopted by the Board of Supervisors on July 9, 1974. Workforce Development Board Reimbursed for necessary and actual expenses incurred in the performance of duties. Article III, Section G of the Workforce Development Board bylaws, approved by the Board of Supervisors on July 18, 2017. *Data compiled by Clerk of the Board’s Office Several Contra Costa County agencies already recognized the value and importance of engaging community members for whom their policies directly impact, and have implemented reimbursement policies to mitigate barriers to their participation. For example, parents who serve on the Head Start Policy Council receive mileage and childcare reimbursement, as well as dinner/meals, greatly improving their ability to participate fully while also enhancing their civil service experience overall. Additionally, low-income participants on the Economic Opportunity Council receive mileage reimbursement. Funding allocated to remove barriers to participation is already a county practice. LEAB Development Timeline (Revised) Dates Activities June 2024 Develop Announcement and Recruiting Materials 58 July 2024 LEAB Outreach; Receive Applications August 2024 LEAB Interviews and Selection Process September 2024 Equity Committee Recommendations October 2024 LEAB Members Appointed by Board of Supervisors 59