DEPARTMENT
General Manager
AGENDA NO.
6 MEETING DATE
September 26, 2023
Last updated: 05.03.2023
AGENDA ITEM
Public Utilities Commission
City and County of San Francisco
Calendar: Regular Calendar
Contract/Project Manager: Dr. christian bijoux
Award Contract Nos. PRO.0240.A-B, Racial Equity Consulting
Summary of
Proposed
Commission Action:
Award Contract Nos. PRO.0240.A-B, Racial Equity Consulting to AECOM Technical Services, Inc. (PRO.0240.A ) and Rosales Business Partners and GCAP Services, Joint Venture (PRO.0240.B) , each for an amount not-to- exceed $9,500,000 with a term of five years , for as -needed racial equity consulting and support services to assist with implementation of the agency’s Racial Equity Action Plan, Racial Justice Resolution and other racial equity priorities.
Background: The San Francisco Public Utilities Commission (SFPUC) seeks to retain the services of qualified consultants to provide as-needed racial equity consulting and support services including but not limited to the following: change management and program tracking, system and capacity de velopment, improvements to internal workforce systems, improvements to agency services and assets, employee engagement, staff training and facilitation, manager and supervisor training and coaching, employee support, community engagement, and effective and transparent communication.
In August 2019, the City and County of San Francisco (City) Board of Supervisors passed legislation to create the Office of Racial Equity Ordinance (No. 188-19) in response to the City’s growing racial disparities and to address the City’s history of structural and institutional racism in public services, practices, and internal systems. In July 2020, the SFPUC unanimously passed a resolution titled, “Condemning Systemic Racism and Taking Action to Promote Racial Justice” (Racial Justice Resolution). The consultants performing services under PRO.0240 will support the agency’s racial equity work, which includes the implementation of the two key authorizing documents described above.
Scope of Contract: The Contract work , which will be both agency -wide as well as allow for individual enterprise and bureau support, may include the following as-needed tasks:
1. Project Management and Organizational Change (e.g., support and coordinate the planning, development , and implementation of racial Agenda Title: PRO.0240.A-B, Racial Equity Consulting
Commission Meeting Date: September 26, 2023
equity work across the agency);
2. Systems and Capacity Development (e.g., support the development and coordination of a project management framework to establish objectives and key results, track progress and measure performance) ;
3. Assess and Strategize Improvements to Internal Workforce Systems (e.g., assist in assessing obsta cles and identifying potential equity- based improvements within the processes of recruitment, hiring, interviewing, job/qualification descriptions, pathways to promotion and permanent employment, performance management and succession planning, discipline a
nd separation, and working conditions for
employees);
4. Assess and Strategize Improvements to Agency Services and Assets (e.g., conduct analyses of existing programs and strategies, as well as new potential programs and strategies, to advance racial equity and environmental justice in all areas related to the agency’s mission) ;
5. Employee Engagement (e.g., support the development and/or implementation of plans to engage employees by enterprise/bureau/ division through surveys, engagement groups and one -on-one interviews);
6. Staff Training and Facilitation (e.g., develop and/or implement diversity, equity, inclusion, and belonging (DEIB) and racial -equity evidence-based modules, trainings and interventions);
7. Manager and Supervisor Training and Coaching (e.g., create and/or implement leadership and management trainings or facilitated sessions specifically targeted for managers and supervisors);
8. Employee Support (e.g., support the development, implementation, and evaluation of models to address employee concerns);
9. Community Engagement (e.g., develop and implement a plan to engage with and collect feedback from the community and the public as it relates to racial equity in SFPUC services, contracts and community outreach to guide the agency’s planning) ; and
10. Effective and Transparent Communication (e.g., develop effective, inclusive, easy-to-use, and timely internal employee communication tools for managers/supervisors to support RE work and engagement agency-wide).
Contractor shall provide as -needed intermittent services related to implementation of the agency’s Racial Equity Action Plan, Racial Justice Resolution and other racial equity priorities, and to make sure that City staff Agenda Title: PRO.0240.A-B, Racial Equity Consulting
Commission Meeting Date: September 26, 2023
performing this work can acc ess specialized services and training as needed.
The Contractor will work under the direction of the SFPUC’s Racial Equity Team and their respective executives on the Racial Equity/DEI team, Human Resource Services, and External Affairs.
Funding and Costs: Funding Source: Funds will be available for the issuance of task orders from SFPUC project funds or addback funds to be determined on an as-needed basis.
Total Not-To-Exceed Contract Amount: $9,500,000 (per contract)
Schedule: Advertised: November 15, 2022
Estimated Notice-to-Proceed Date: October 2023
Estimated End Date: October 2028
Duration: Five years
Evaluation and
Selection Criteria:
The evaluation and selection process consisted of three phases: (1) Written Proposal, (2) Diversity, Equity, and Inclusion Submittal, and (3) Social Impact Partnership Submittal. The consultant teams could be awarded up to a maximum of 1000 points: 995 points for the Written Proposal, 5 points for the Diversity, Equity, and Inclusion Submittal. Additionally, firms could receive up to 50 bonus points for the Social Impact Partnership Submittal.
The evaluation panel included subject matter experts from the SFPUC and outside agencies. The panel reviewed and ranked the written propo sals.
The SFPUC received seven proposals. Staff recommends award to the two highest-ranked proposers.
Agenda Title: PRO.0240.A-B, Racial Equity Consulting
Commission Meeting Date: September 26, 2023
Final Score
Summary:
Written Proposa l Scores; Diversity, Equity, and Inclusion (DEI) Submittal Evaluation Scores; Social Impact Partnership (SIP) Submittal Evaluation Scores; and Contract Monitoring Division (CMD) Bonus:
Firms
Written
Proposal
(995)
DEI
Score
(5)
CMD
Bonus %
SIP Bonus
Score
(50)
Total
Score
(1050)
AECOM Technical
Services, Inc.
911.93
5.00 0.00%
32.04 948.97
RBP-GCAP JV 835.50
5.00 7.50%
33.82 937.35
Cornerstone
Consulting HR LLC
790.05
5.00 10.00%
31.74 906.30
Sonika
Corporation
780.98
0.00 10.00%
36.20 895.27
ReadySet
Solutions Co.
843.68
5.00 0.00%
37.37 886.04
Nova Collective
LLC
784.14
5.00 0.00%
31.53 820.67
Capital
Partnerships, Inc.
672.78
0.00 10.00%
0.00 740.05
Note: Scores have been rounded to the second decimal place.
Local Business
Enterprise
Participation and
Non-Discrimination
In Contracting:
The Contract Monitoring Division established a 20% Local Business Enterprise (LBE) subcontracting requirement for this contract. AECOM Technical Services, Inc. and RBP/GCAP JV committed to LBE subcontractor participation amounts of 22% and 50%, respectively, with their proposals.
Attachment: Contract Monitoring Division Memorandum
PUBLIC UTILITIES COMMISSION
City and County of San Francisco
RESOLUTION NO.
WHEREAS, The San Francisco Public Utilities Commission (SFPUC) requires qualified consultants to provide as -needed racial equity consulting and support services to assist with the implementation of the agency’s Racial Equity Action Plan , Racial Justice Resolution and other racial equity priorities; and
WHEREAS, The racial equity consulting and support services required may include but are not limited to project management and change management, system and capacity development, improvements to internal workforce sys tems, improvements to agency services and assets, employee engagement, staff training and facilitation, manager and supervisor training and coaching, employee support, community engagement, and effective and transparent communication; and
WHEREAS, On Novem ber 15, 2022, SFPUC advertised a Request for Proposals for As-Needed Racial Equity Consulting services; and
WHEREAS, Staff anticipates that services will begin in October 2023 and end in October 2028, with the duration of each contract being five years; and WHEREAS, The not-to-exceed cost of services is $ 9,500,000 per contract; and WHEREAS, SFPUC and Contract Monitoring Division (CMD) staff, upon review of the proposal scores, determined that AECOM Technical Services, Inc. and Rosales Business Partners and GCAP Services, Joint Venture (RBP/GCAP JV) are the highest ranked firms with responsive proposals based on the established scoring criteria; and WHEREAS, The CMD established a 20% Local Business Enterprise (LBE) subconsultant participation requirement for this contract and Parent, Randy committed to an LBE subconsultant participation of 22% and 50%, respectively, with their proposals; and WHEREAS, Funds for Contract No. PRO.0240.A-B, Racial Equity Consulting, will be available for the issuance of task orders from SFPUC project funds to be determined on an as - needed basis; now, therefore, be it
RESOLVED, That this Commission hereby awards Contract Nos. PRO.0240.A-B, Racial Equity Consulting, to AECOM Technical Services, Inc. (PRO.0240.A) and RBP/GCAP JV (PRO.0240.B) to provide racial equity consulting and support services, each for an amount not-to- exceed $ 9,500,000, and with a duration of five years.
I hereby certify that the foregoing resolution was adopted by the Public Utilities Commission at its meeting of September 26, 2023.
Secretary, Public Utilities Commission
London N. Breed, Mayor
Carmen Chu, City Administrator
Stephanie Tang, Director
MEMORANDUM
Date: August 18, 2023
To: Chelsea Boilard, SFPUC
Helen Duhe, SFPUC
From: Kate Mundhenk, CMD
Subject: CMD Award Review: PRO.0240 Racial Equity Consulting _____________________________________________________________________________________ The Contract Monitoring Division (“CMD”) has reviewed the consultant proposals for the above referenced project.
CMD determined on 3/20/2023 that the proposal submitted by Converge Consulting LLC did not meet the Chapter 14B pre-award requirements and will not be considered in the selection process.
CMD has reviewed and determined that the remaining seven (7) proposals submitted were materially compliant with the Chapter 14B pre-award requirements. CMD has reviewed the proposers’ CMD submittals and supporting documentation and applied the appropriate rating bonuses.
Rating Bonus
The following is a summary of the rating bonus information:
FIRM LBE JV Partner Status, Type and Size
(PS: LBE and LBE Size) Rating Bonus
AECOM Technical Services, Inc. N/A Non-LBE No Rating Bonus Capital Partnerships Inc. N/A SF LBE-OBE (Micro) 10%
Cornerstone Consulting HR LLC N/A SF LBE-WBE (Micro) 10% Nova Collective LLC N/A Non-LBE No Rating Bonus
ReadySet Solutions Co. N/A Non-LBE No Rating Bonus
Rosales Business Partners
LLC/GCAP Services, Inc. JV
("RBP-GCAP JV")
Rosales Business
Partners LLC SF LBE-MBE (Micro) 7.5%
Sonika Corporation N/A SF LBE-MBE (Micro) 10%
Score Sheets and Score Tabulations
The Request for Proposal (“RFP”) indicates that only the top two (2) highest ranked proposers will be awarded the contract. For the seven firms, CMD has reviewed the score sheets submitted by the panelists, the overhead profit schedule, and the final score tabulations from the SFPUC. Based on this information and after the application of the LBE rating bonus, the proposers are ranked as follows:
CONTRACT MONITORING DIVISION
OFFICE OF THE CITY ADMINISTRATOR
RANK FIRM
1 AECOM Technical Services, Inc.
2 RBP-GCAP JV
3 Cornerstone Consulting HR LLC
4 Sonika Corporation
5 ReadySet Solutions Co.
6 Nova Collective LLC
7 Capital Partnerships Inc.
LBE Subconsultant Participation Requirement
AECOM Technical Services, Inc. (“AECOM”) achieved the highest score. AECOM met the 20% Micro/Small-LBE subconsultant participation requirement by listing the following Micro/Small-LBE firms:
Firm Service Status, Type
and Size
LBE
Participation
(PeopleSoft:
Percent of Work (%)
and Percent LBE
(%))
Bonner
Communications
Community relations/public affairs - Task 10
lead
SF LBE-WBE
(Micro) 8.00%
InterEthnica Community relations/public affairs; facilitation - Task 9 lead
SF LBE-WBE
(Micro) 14.00%
TOTAL: 22.00%
AECOM also listed the following non-LBE subconsulting firms:
Non-LBE Firm Service
Participation
(PS: Percent of
Work (%))
The Justice Collective, LLC Project Mgmt Racial equity consulting and organizational change consulting 16.00%
Be The Change Consulting, LLC Racial equity training and facilitation 15.00% Mason Tillman Associates, ltd. Equitable hiring, recruitment, workforce syst & procurement/contracting consulting 3.00%
Change Cadet, LLC Employee Engagement and Racial Equity Consulting 10.00%
TOTAL: 44.00%
Rosales Business Partners LLC/GCAP Services, Inc. JV ("RBP-GCAP JV") achieved the second highest score. Rosales Business Partners LLC (“RBP”), an LBE certified firm, is a 40% joint venture partner. To meet this commitment, RBP will manage and perform at least 40% of the Prime-level work. RBP-GCAP JV met the 20% Micro/Small-LBE subconsultant participation requirement by listing the following Micro/Small-LBE firms:
Firm
(PeopleSoft: Supplier/Supplier ID) Service Status, Type and Size
LBE
Participation
(PS: Percent of
Work (%) and
Percent LBE (%))
Yerba Buena Engineering &
Construction Inc Team Lead - Task 4 SF LBE-MBE (Micro) 7.50% Sara Ellis Conant Coaching &
Consulting Team Lead - Task 5 to 8 SF LBE-WBE (Micro) 10.00% Bonner Communications Team Lead Task 9-10 SF LBE-WBE (Micro) 5.00% Contigo Communications Staff Training;
Outreach/Communications SF LBE-WBE (Micro) 6.50%
Two Rivers Corp. Communications SF LBE-WBE (Micro) 7.00% De Alba Communications Communications SF LBE-WBE (Micro) 3.00% Edgar Lopez & Associates,
LLC Task 4 - CM Advisor SF LBE-MBE (Micro) 3.00%
Hollins Consulting, Inc. Task 4- PM Advisor SF LBE-MBE (Small) 3.00% KML Associates Task 4 - LBE Capacity Dev SF LBE-MBE (Micro) 5.00% TOTAL: 50.00%
RBP-GCAP JV did not list any non-LBE subconsultants.
Good Faith Efforts Requirements
AECOM utilized Approach C (Good Faith Negotiations) to meet the Good Faith Efforts (“GFE”) Requirements.
AECOM demonstrated that it met the GFE requirements under Approach C by achieving at least 50 points.
RBP-GCAP JV utilized Approach A (35% Approach) to meet the Good Faith Efforts (“GFE”) Requirements.
RBP-GCAP JV demonstrated that it met the GFE requirements under Approach A by exceeding the LBE subcontracting participation requirement established for this project by at least 35%.
The RFP indicates that a contract will be awarded to the two (2) highest ranked proposers. Based on the foregoing, CMD has determined that AECOM and RBP-GCAP JV have complied with the pre-award Chapter 14B requirements. Should you have any additional questions and/or concerns, please feel free to contact me at 415-551-4335.