1 AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into as of the _____ day of _________________, 2024, by and between the City of Pleasant Hill ("City") and Holistic Solution, LLC ("Consultant").
RECITALS
A. Consultant is specially trained, experienced and competent to perform the special services which will be required by this Agreement; and
B. Consultant possesses the skill, experience, ability, background, certification and knowledge to provide the services described in this Agreement on the terms and conditions described herein.
AGREEMENT
The Recitals listed above are hereby incorporated into and shall constitute a part of this Agreement.
1. Scope of Services. Consultant shall perform the services described on Exhibit A which is attached hereto and incorporated herein by reference. Consultant shall provide said services at the time, place, and in the manner specified in Exhibit A, subject to the direction of the City through its staff that it may provide from time to time.
2. Time of Performance. The services of Consultant are to commence upon execution of this Agreement and shall continue until all authorized work is approved by the City. All such work shall be completed no later than October 1, 2025.
3. Compensation. Compensation to be paid to Consultant shall be in accordance with the Schedule of Charges set forth in Exhibit A, which is attached hereto and incorporated herein by reference. In no event shall Consultant's compensation exceed $90,000 without additional authorization from the City. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.
4. Method of Payment. Consultant shall submit monthly billings to City describing the work performed during the preceding month. Consultant's bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than 30 days after approval of the monthly invoice by City staff. When payments made by City equal 90% of the maximum fee provided for in this Agreement, no further payments shall be made until the final work under this Agreement has been accepted by City.
5. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notes and internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any 24th September
2 other party. Consultant shall, at Consultant's expense, provide such reports, plans, studies, documents and other writings to City upon written request. 6 Independent Contractor. It is understood that Consultant, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and shall not act as an agent or employee of the City. Consultant shall obtain no rights to retirement benefits or other benefits which accrue to City's employees, and Consultant hereby expressly waives any claim it may have to any such rights.
7. Interest of Consultant. Consultant (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant's services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.
Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant will not:
a. make a governmental decision whether to:
1. approve a rate, rule, or regulation;
2. adopt or enforce a law;
3. issue, deny, suspend, or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement;
4. authorize the City to enter into, modify, or renew a contract provided it is the type of contract that requires agency approval;
5. grant City approval to a contract that requires agency approval and to which the City is a party, or to the specifications for such a contract;
6. grant City approval to a plan, design, report, study, or similar item;
7. adopt, or grant City approval of, policies, standards, or guidelines for the agency, or for any subdivision thereof; or
b. serve in a staff capacity with the City and in that capacity participate in making a governmental decision as defined in 2 California Code of Regulations (“C.C.R”) § 18704(a) and (b) or perform the same or substantially all the same duties for the City that would otherwise be performed by an individual holding a position specified in the City’s Conflict of Interest Code under 2 C.C.R. § 87302. (2 C.C.R. § 18700.3.) 3 8. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant's field of expertise.
9. Indemnity. Consultant agrees to defend, indemnify and hold harmless the City, its officers, agents, employees and volunteers from and against any and all claims, demands, actions, losses, damages, injuries, and liability, direct or indirect (including any and all related costs and expenses in connection therein), arising out of the performance of this Agreement, except for any such claim arising out of the sole negligence or willful misconduct of the City, its officers, agents, employees or volunteers.
10. Insurance Requirements.
a. Consultant, at Consultant's own cost and expense, shall procure and maintain, for the duration of the contract, the following insurance policies. To the extent that any portion of the following requirements are satisfied through excess or umbrella coverage, such coverage shall be maintained on the same terms as are required for the primary policies under this Agreement.
i. Workers' Compensation Coverage. Consultant shall maintain Workers' Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers' Compensation Insurance and Employer's Liability Insurance in accordance with the laws of the State of California for all of the subcontractor's employees. Any notice of cancellation or non-renewal of all Workers' Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than two million dollars ($2,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit.
iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in 4 an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.
iv. Professional Liability Coverage. Consultant shall maintain professional errors and omissions liability insurance for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant's operations under this Agreement, whether such operations be by the Consultant or by its employees, subcontractors, or subconsultants. The amount of this insurance shall not be less than two million dollars ($2,000,000) on a claims-made annual aggregate basis, or a combined single-limit per occurrence basis. b. Policy Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best's rating of no less than A:VII and shall be endorsed with the following specific language:
i. The City of Pleasant Hill, its elected or appointed officers, officials, employees, agents and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work or operations.
ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it.
If Consultant maintains higher insurance limits than the minimums specified herein, City shall be entitled to coverage for the higher limits maintained by the Consultant.
iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring Consultant.
iv. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.
v. The insurance provided by this policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.
c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City's option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions.
5 d. Certificates of Insurance and Endorsements. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. e. Wasting Policies. No policy required herein shall include a “wasting” policy limit (i.e. limit that is eroded by the cost of defense).
f. Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or contractor may require from Consultant by virtue of the payment of any loss. Consultant agrees to obtain any endorsements that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
11. Compliance with Laws. Consultant shall use the standard of care in its profession to comply with all applicable federal, state and local laws, codes, ordinances and regulations.
12. Licenses. Consultant represents and warrants to City that it has all licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Pleasant Hill business license.
13. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Contra Costa, Martinez, California.
14. Written Notification. Any notice, demand, request, consent, approval or communication that either party desires or is required to give to the other party shall be in writing and either served personally or sent prepaid, first class mail. Any such notice, demand, etc. shall be addressed to the other party at the address set forth herein below. Either party may change its address by notifying the other party of the change of address. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.
If to City: City of Pleasant Hill
100 Gregory Lane
Pleasant Hill, CA 94523-3323
If to Consultant: Holistic
4026 N Harding
Chicago, IL, 60618
6 15. Consultant's Books and Records.
a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant to this Agreement.
b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement.
c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant's address indicated for receipt of notices in this Agreement.
d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant's business, City may, by written request by any of the above named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant's representatives, or Consultant's successor-in-interest.
16. Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between the City and Consultant. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement.
17. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney.
18. Waiver. No failure on the part of either party to exercise any right or remedy hereunder shall operate as a waiver of any other right or remedy that party may have hereunder.
19. Litigation Expenses and Attorneys' Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys' fees.
7 20. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.
21. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement shall be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of the subcontractor. Nothing in this Agreement shall create any contractual relationship between City and subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law.
22. Termination. This Agreement may be terminated immediately for cause or by either party without cause upon fifteen days' written notice of termination. Upon termination, Consultant shall be entitled to compensation for services performed up to the effective date of termination.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
CITY OF PLEASANT HILL: CONSULTANT:
By: _________________________ By:
Ethan Bindernagel, City Manager Tom Alexander, Founder & CEO Business License #046734
APPROVED AS TO FORM: ATTEST:
__________________________ __________________________
Janet E. Coleson, City Attorney Lyone P. Conner, City Clerk Attachments: Exhibit A – Scope of Services and Schedule of Charges Prepared for Ethan Bindernagel and Ericka Mitchell of City of Pleasant Hill on 8/22/2023
EXHIBIT A
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CONTENTS
(Please click below to jump directly to any specific section of the proposal).
CONTENTS
HOLISTIC PROPOSAL SUMMARY
WHAT WE HEARD
HOLISTIC'S APPROACH
THE HOLISTIC SUBSCRIPTION OFFERING
CITY OF PLEASANT HILL x HOLISTIC OVERVIEW & TIMELINE
CUSTOMIZED TRAINING SESSIONS
RECOMMENDED WORKSHOPS
Addressing Unconscious Biases Leadership Training
Executive DEI Goal-Setting Session
WHAT DOES SUCCESS LOOK LIKE FOR CITY OF PLEASANT HILL?
PRICING
BACKGROUND ON OUR REPRESENTATIVES
TESTIMONIALS & REFERENCES
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HOLISTIC PROPOSAL SUMMARY
OVERVIEW - THE CHALLENGE
The City of Pleasant Hill, with a population of approximately 35,000 residents, is dedicated to becoming an "Employer of Choice" through a holistic approach to employee experience, leadership development, and the advancement of diversity, equity, and inclusion initiatives. This initiative involves evaluating the current state of the city's workforce through a baseline assessment, devising a comprehensive action plan for the upcoming year, and fostering sustainable, actionable projects. Effective communication strategies will play a pivotal role in engaging both internal and external stakeholders. The ultimate objective is to establish a lasting DEI and Employee Experience strategy that fosters equity, diverse perspectives, and transparent policies and procedures. Progress will be assessed through a re-measurement at the end of the year.
PROPOSED OFFERINGS
Full Holistic Analysis:
◦ Holistic will conduct a comprehensive evaluation of the current state of Diversity, Equity, and Inclusion (DEI) and Employee Experience within the City of Pleasant Hill.
Comprehensive Plan Development:
◦ Holistic will create a comprehensive action plan that addresses significant challenges for the upcoming year, including the establishment of a clear timeline for implementation.
Sustainable Action:
◦ Holistic will offer guidance and support to the City of Pleasant Hill in implementing sustainable, actionable, and targeted measures to address identified areas of improvement. And use technology data analytics software to assess the impact of powered by holistic
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implemented measures. By continuously collecting and analyzing data, we can make informed decisions, track progress, and adjust strategies in real-time.
Progress Evaluation:
◦ Holistic will conduct a follow-up evaluation at the end of one year to measure the effectiveness of the implemented measures and initiatives. This ensures that the initiatives remain aligned with the goals of the city's DEI and Employee Experience strategy.
Communication Plan:
◦ Holistic will assist in building a communication plan to engage both internal and external stakeholder, clearly communicating the City of Pleasant Hill's approach to their employees and community.
COSTS OVERVIEW
• Holistic Subscription Offering: $5,000/month for a 12-month engagement, which will include a baseline Full Holistic Analysis, a timeline and action plan development, 35-40 hours a month of consulting efforts throughout the year, and a re-measurement at the end of the first year.
• Training Offering: $7,500/month for 5 annual trainings, topic TBD. powered by holistic
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WHAT WE HEARD
The City of Pleasant Hill:
▪ DEI Training, Assessment, and Program Development: The City seeks a firm capable of providing comprehensive DEI training, assessment, and program development services.
They aim to identify appropriate training and strategies for DEI programming while creating a structured work plan to address DEI within the agency for its employees. ▪ Responsive and High-Level Customer Service: The selected firm is expected to demonstrate a high level of responsiveness and customer service. They should offer guidance to support the City's DEI initiatives effectively. ▪ Enhancing Workplace Culture: The City recognizes the importance of a strong DEI program in enhancing its already positive workplace culture. The firm's assistance is vital to achieving this objective.
▪ Public Sector Experience: The City values experience in providing services to public agencies. They are interested in firms with a proven track record of working with organizations in the public sector.
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HOLISTIC'S APPROACH
People matter.
Holistic deploys a series of proprietary tools and methodologies that help us assess partners' employee experience, with a focus on equity, inclusion, diversity, fairness, advancement, opportunity, trust, and consistency of treatment. We hone in on your challenges and apply methodological, urgent, sustainable, and practical solutions.
Everything we do is driven by our company values, which guide our engagements and our actions.
Our process is dynamic, so the details of every engagement are unique to the client, but in every case our objectives are the same. We seek to:
• Investigate the appropriate quantitative and qualitative data. • Make space for employees to share their perspectives without apprehension. • Support and augment the efforts of existing human resources and management personnel.
• Synthesize the insights gained from these efforts into an actionable and transparent DEI and employee experience strategy.
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THE HOLISTIC SUBSCRIPTION OFFERING
Holistic structures all of its offerings as subscriptions. We will build you a customized subscription tailored to your needs.
As part of the subscription offering, a Fractional DEI resource consultant delivers ongoing consulting resources to the you, supported by the full suite of Holistic technologies. Our subscription offering, which is month-to-month, cancel anytime, is our preferred avenue for both accessing our technology resources and the world-class consultants who can help deploy these resources on behalf of your organization.
The nature of our subscription offering guarantees City of Pleasant Hill the best of both worlds – our comprehensive, data-driven analysis, which allows us a full lens of your organization’s challenges, supplemented by on-the-ground consulting resources that will support your organization’s implementation of these efforts, recommendations and actions.
The main elements included in YOUR Holistic subscription offering are:
FULL HOLISTIC ANALYSIS
Holistic will conduct a full analysis process that will allow us to analyze the entirety of the City of Pleasant Hill's current DEI and employee experience landscape. This will include sentiment analysis through surveys and/or focus groups, empirical analysis of HR and ATS data, and an organizational DNA assessment. This report will be delivered within three months of the start of the campaign, and will include a timeline / action plan to be implemented over the course of the rest of the year.
DEVELOPMENT OF A CITY OF PLEASANT HILL SPECIFIC DASHBOARD AND ANALYSIS TO
MEASURE DEI SUCCESS
Holistic will work with City of Pleasant Hill to define and measure key DEI goals and metrics, and provide analysis, action planning, timelining and additional resources that will help City of Pleasant Hill achieve its DEI and employee experience goals across the organization.
DEI FRACTIONAL RESOURCE
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Following the initial DEI Analysis, Holistic will partner with City of Pleasant Hill to provide customized consultation and facilitation resources. Areas of support include, but are not limited to, ERG development and support, and training consultation.
REANALYSIS:
Holistic's commitment to your organization's success extends beyond the initial analysis. We recognize that the DEI landscape is dynamic, and organizational needs evolve over time. To ensure your strategies remain aligned with your goals, Holistic offers periodic reanalysis services. These re-analyses, typically conducted on an annual basis, allow us to assess the impact of implemented measures, track progress, and adjust strategies as needed. By continuously collecting and analyzing data, we can identify emerging challenges and opportunities, ensuring that your organization's DEI and employee experience initiatives remain effective and adaptive.
COMMUNICATION PLAN:
Holistic understands the importance of effective communication in the successful implementation of DEI and employee experience initiatives. As part of your subscription offering, we will develop and execute a comprehensive communication plan. This plan includes regular updates, reporting on progress, and key milestone communications. It also involves engagement with your internal and external stakeholders, including employees and the broader community. Our goal is to foster a transparent and inclusive approach to communication, ensuring that the objectives and achievements of the DEI initiatives are well understood and embraced by all relevant parties.
ACCESS TO OTHER HOLISTIC TOOLS
All other Holistic tools, technologies, sample policies, best practice documents, communications materials and other resources are available as part of the ongoing subscription. Your fractional DEI resource will work with you to identify the places where these tools can be deployed on behalf of your organization. These tools include, but are not limited to:
• People First Demographic Analysis Tool
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• Holistic Pipeline Tool
• Internal Compensation Equity Analysis
• 360 reviews, Pulse Surveys, and other employee surveying • Entrance and Exit Surveying and Support
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CITY OF PLEASANT HILL x HOLISTIC
OVERVIEW & TIMELINE
Sample Timeline Overview of the First 5 Months
Data collection begins: City of Pleasant Hill shares HRIS and ATS data for the Full Holistic Analysis.
Company DNA interview and policy review: Holistic builds a baseline of understanding of company culture, current DEI focuses and initiatives, and strengths and areas of improvement specific to City of Pleasant Hill’s needs.
Employee Engagement Survey Building: Holistic will work with City of Pleasant Hill to create a custom employee engagement survey that will provide actionable feedback for City of Pleasant Hill’s employee base.
Data analysis process and report building: Holistic will utilize City of Pleasant Hill’s empirical, sentiment, and DNA data to build a custom DEI report.
Employee Engagement Survey Launch: Holistic will launch and facilitate the employee engagement survey while providing communications assistance to City of Pleasant Hill to maximize participation.
Training preparation: Holistic will collaborate with City of Pleasant Hill to customize their upcoming DEI training. Set regular meeting cadence: Biweekly meetings with City of Pleasant Hill’s DEI team to discuss ongoing needs.
Training 1: Holistic will provide City of Pleasant Hill with their first customized, DEI training.
Employee engagement survey tool: Holistic will provide an interactive dashboard with City of Pleasant Hill’s employee engagement survey results.
Core team readout: Holistic will provide the first analysis report readout to the core team and will collaborate to customize messaging for all staff and leadership audiences.
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Sample Timeline Overview of the First 5 Months
All staff readout: Holistic will facilitate an all-staff readout to support staff fluency and organizational transparency in DEI efforts.
Goal setting: Holistic will work with City of Pleasant Hill to transform Full Holistic Analysis DEI recommendations into a short and long-term DEI plan.
Tool access: City of Pleasant Hill will have access to Holistic’s Hiring Pipeline Tool and Workforce Calculator Tools.
Leadership goal review session: Holistic will co-facilitate a leadership goal setting session with City of Pleasant Hill to build Leader buy-in and awareness of DEI initiatives.
Foundation building: Holistic will begin relationship building with additional stakeholders in the ongoing DEI plan. An expanded company DNA review and consultation on structure-building will begin. Holistic will provide ongoing consulting services for City of Pleasant Hill’s next steps.
What Happens Next?
These are potential tools that City of Pleasant Hill might access in the future, following the initial period of analysis and action.
Transparency tools & resources: Education assistance:
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Holistic will provide
communications assistance and
dashboards related to
transparency, such as Holistic’s
Public Facing Report.
Opportunities for customized
training to your staff informed by
data from our analyses.
Ongoing metric tracking:
Quarterly employee base and
pipeline tool updates are included
in your subscription plan.
DEI integration:
Holistic will help you provide
customized resources such as a
City of Pleasant Hill policy and
culture specific DEI Toolkit and a
DEI lens to support employees
across levels in making inclusive
and equitable decisions that
support diversity-related goals.
ERG or DEI Committee building
and support: Holistic can provide
assistance with supporting
employee resource groups and
utilizing these groups as DEI
ambassadors for City of Pleasant
Hill.
And more!
Holistic will utilize the consulting
hours in your subscription plan to
work towards data-informed
projects important to you and in
support of a sustainable, diverse,
equitable, and inclusive work
environment.
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CUSTOMIZED TRAINING SESSIONS
Holistic offers a comprehensive training solution suite which is completely customizable based on our clients' experiences, data and needs. We recommend supplementing the ongoing DEI resource work with an agreed upon number of trainings, spread out over the course of the our engagements, and focused on different key groups, constituencies or issue areas. A full list of trainings is available here.
Holistic will work with with client companies to identify which trainings we will implement. If training is involved, as Holistic recommends, then one of the first elements of the engagement will be a meeting with Holistic's training team, led by Lisa Alvarado, to determine a schedule and desired trainings.
Every Holistic training is implemented as part of a three part process:
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Holistic trainings are offered on a stand-alone basis or can be woven into other engagements. powered by holistic
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RECOMMENDED WORKSHOPS
Holistic recommends the following training topics for City of Pleasant Hill:
Addressing Unconscious Biases Leadership Training
Addressing Unconscious Bias focuses on equipping employees with the necessary tools to identify, combat, and manage unconscious biases in the workplace to create a more equitable work experience for all. Specifically, this session focuses on increasing mindfulness and experience with addressing both our own implicit bias, and the bias of other employees from a position of leadership. Leaders have a tremendous amount of influence when it comes to the consequences of their own biases, as positions of power can enact change and guide the values of their whole jurisdiction. This training targets ways that this influence can be positively directed, explore how this concept influences daily interactions, and create a plan for addressing past and future instances of bias in action. The result is that employees feel equipped to prepare and practice for potential conversations pertaining to unconscious biases.
Executive DEI Goal-Setting Session
Demonstrating the value of diversity and inclusion to executive leadership and crafting a strategy for DEI through the lens of leadership can pose a major challenge to many organizations. By initiating an open dialogue in the right environment, companies can address DEI and benchmark their progress in a thoughtful and thorough fashion. This begins with understanding a company’s own set of initiatives and placing these practices in context with competitors, industry, and best practices.
Holistic acts as an external third party and catalyst that partners with companies to guide them through this process. Holistic’s CEO and Founder, Tom Alexander, works alongside our DEI Executive Mentor, closely to understand relevant issues. Through a series of pre-event research, both qualitative and quantitative, they are able to identify areas of struggle and gauge the current state of the company.
This allows them to facilitate a discussion and workshop session that lets leaders talk through key issues and concerns, devise creative and feasible ideas, and walk away with real action items involving the role of measurement to move the needle on employee engagement. powered by holistic
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WHAT DOES SUCCESS LOOK LIKE FOR CITY OF
PLEASANT HILL?
Thinking about and working toward success – and imagining and building toward a better future – is a key element of the Holistic approach. In doing so, we work with clients to articulate what will make for a successful engagement, and how that will positively affect the company and its employees in the future.
Holistic and City of Pleasant Hill have communicated that success looks like:
◦ Diverse and Equitable Policies: Success would involve the development and implementation of policies and procedures that promote diversity, equity, and inclusion at all levels of the organization.
◦ Enhanced Employee Experience: Success is reflected in an improved employee experience, where employees are satisfied with their work environment, feel a sense of belonging, and are engaged in their roles.
◦ Clear and Measurable Progress: Success also means that the City has made measurable progress in its DEI initiatives, as evidenced by data and key performance indicators. ◦ Positive Community Impact: The City's success would extend to its community, where the positive workplace culture and DEI initiatives positively impact the services provided to residents and constituents.
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PRICING
This proposal offers a combination of Holistic's subscription and training resources, at a total cost of $7,500/month. It is made up of two elements: a subscription offering and a training offering.
The complete Holistic subscription is offered at a rate of $5,000 per month for 35-40 hours/month of focused consultation, including all technology, resources, and supportive elements. The solution comes with a twelve-month minimum commitment; after that it is month-to-month, cancel anytime. It includes Holistic's analysis, reporting, all consultation and development time, and all other resources that will be focused toward achieving the City of Pleasant Hill's DEI goals. This effort will include both the Full Holistic Analysis as well as the reporting on it, and also the construction and execution of a comprehensive DEI plan.
Element QTY Price per month
Fractional DEI Resource / Subscription
Product
Includes full audit of DEI profile, 35-40 hours a
month of implementation and, consulting efforts.
All reporting, analysis, and team support.
12 $5,000.00
Subtotal $60,000.00
Monthly Fee $5,000.00
Additionally, as part of this engagement, Holistic will offer the City of Pleasant Hill 5 training sessions per year, focus and audience to be determined, in support of and informed by the research from our Full Holistic Analysis and our ongoing fractional DEI resource and subscription efforts. The trainings will be offered at a reduced price, and the fee will be spread over the duration of the ongoing relationship. The fee for the training will be $2,500/month, and is available in conjunction with the subscription project.
Element Qty Price per session
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Training
Selected to suit the organizational needs and customized in conjunction with your team
5 $7,500.00
Subtotal $37,500.00
Discount -$7,500.00
Monthly Fee $2,500.00
Total $30,000.00
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BACKGROUND ON OUR REPRESENTATIVES
At Holistic, we believe in diversity in every regard and use a team approach on all of our engagements. Clients will frequently get to know five or six different teammates through the course of their engagement, benefitting from the knowledge and perspective each of our teammates brings to the table. Take a Look at Our Diverse Team to see the breadth of experiences and backgrounds we represent.
YOUR PROPOSED PROJECT TEAM
OVERSIGHT
Tom Alexander
(he/him)
Co-Founder and CEO
Tom Alexander is Founder and CEO of Holistic, a people
analytics company, devoted to the improvement of the
employee experience and helping companies grow by
developing a roadmap and timeline for positive change. His role includes complete operation of the young startup. His work is centered around inclusion, and the fostering of a more diverse, more equitable, more inclusive world.
Previously, Tom was Chief Operating Officer for 1871, one of the largest technology incubators in the United States.
His role included the operation of a facility that houses hundreds of startups, business development efforts
focused on integrating 1871 into the Chicago technology economy, and external relations efforts with government and media partners.
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YOUR PROPOSED PROJECT TEAM
CLIENT LEAD
Lisa Alvarado
(she/her)
Managing Director
Lisa’s passion for Diversity, Equity and Inclusion grew organically from her graduate education in the historical study of race, ethnicity, and gender. She has a unique
perspective to bring to DEI work as the issues we tackle in this space today have roots in historical movements and systems of inequity. As an empathetic listener and
educator Lisa promotes candid discussion, self-reflection, and learning.
Lisa has 13 years of experience as a DEI Strategist and HR Professional across industries including Business
Consulting, Philanthropy, Public Health, Education and
Technology. Her strong suites include; Executive coaching, Training & Development, public speaking, facilitating tough conversations, and professional writing - both academic and promotional.
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YOUR PROPOSED PROJECT TEAM
CLIENT LEAD
Guthrie Blechman
(They/Them)
Associate Director of Client Services
Guthrie Blechman takes a strengths-based, inclusive
approach to consulting and facilitation. Their DEI
framework is influenced by their work in mental health and homelessness services and behavioral health research. As a creative writer, Guthrie focuses on projects that highlight their diverse and powerful transgender and queer
communities. Guthrie has earned a B.A. in Psychology and an M.F.A. in Creative Writing, and served as a 2021 Lambda Literary Fellow for fiction writing. They are a lifelong learner in the areas of racial justice and disability accessibility and advocacy.
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YOUR PROPOSED PROJECT TEAM
ASSOCIATE
Diandra Sarr
(She/They)
Operations Associate
Diandra undertook a few research opportunities,
particularly her time in a collaborative autoethnography research, where she and a team of former students and
supervisors investigated and conducted research on WOC
identity, feminism, womanism, and solidarity in WOC
educational spaces. She also received multiple trainings both as a student leader for Student Diversity Multicultural Affairs at Loyola University of Chicago and her time with the Network, where she conducted professional domestic
violence prevention and intervention training programs in the greater Chicago area. Through her skills in training curation and in combination with her studies as an
anthropology student, examining global processes in
diverse populations, she gained knowledge and technical skills in creating social justice programming, events,
workshops, and training. Thus, Diandra possesses an
informed understanding of unconscious bias, cultural
competence, microaggressions, belonging, and allyship,
where she aspires to implement better content and
facilitation training and streamline the business
development side of Holistic.
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TESTIMONIALS & REFERENCES
At Holistic, our goal is that every client can be a resource for future clients. We are building a network and are glad to provide contact information and connections for any of our existing clients, who can be seen here.
Here are a few testimonials from partners:
Tamiya Aurel
Vice President, Human Resources,
Diversity, Equity & Inclusion
United Way of Metro Chicago
"Since we began our engagement with Holistic, we
have a much clearer vision of what the future culture of United Way of Metro Chicago will be. It has been
refreshing to be able to customize our suite of services to match our immediate needs. The Holistic team has
definitely changed my view on consultancy. "
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Jen Meza
VP of People
Yello
"We were excited to partner with Holistic to be able to access their wealth of knowledge and insight on
diversity, equity, and inclusion. For any organization
that doesn't yet have a dedicated internal team focused solely on DEI, Holistic is a fantastic partner to use data and insight to guide you in what changes you can
make that will have the most impact on diversity and
inclusion in your organization."
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Dr. Tanjia Coleman
DEI Lead
Northshore University Medical Center
"I’ve worked with a lot of different engagement firms
in my career being part of Fortune 500
organizations. Holistic brings a fresh view point and
perspective to engagement because their
organization looks at each team member as a whole
individual not just a subset of who you are at work
but really who you are in the ecosystem of work and
your life. Holistic makes it their business to ensure
that all layers are unveiled to ensure all elements of
engagement are considered. They have created the
platform to access the culture and the impact on
team members from a holistic view point. This
ensures each team member is part of an
organization that is providing the best day-to-day
work experience for their team members and for
that I am eternally grateful."
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