Our Commitment to Inclusion, Diversity, Equity, and Access

We will not tolerate racism in our organization or in the neighborhoods where we live and work. As the community foundation for Lake County, we are committed to seeing all residents lifted to their fullest potential. Our experience has shown us that when we work together, there is positive and meaningful and long-lasting change. At Legacy Foundation, we are committed to taking immediate and long-term action to uplift the voices, the needs, and the rights of every minority group. We call on you to join us in the work of advancing racial equity and justice.

Our Commitments

  1. Call out blatant and everyday acts of racism and discrimination.
  2. Hold a series of internal conversations (Internal Equity Assessment) with Legacy staff and board.
  3. Prioritize diversity of staff, board members, committee members, and consultants in Legacy’s future hiring and nominating decisions.
  4. Emphasize our commitment to IDEA (inclusion, diversity, equity, and access) in orientations for staff, board, and committee members.
  5. More closely reflect the diversity of our community in our marketing materials.
  6. Host a series of public conversations, leading to a joint community statement on equity.
  7. Promote diverse attendance at Legacy Foundation events.
  8. Prioritize funding for organizations focused on IDEA (inclusion, diversity, equity, and access).
  9. Invest in leaders of color – increasing funding and professional development training and coaching.
  10. Create a new fund or direct unrestricted funding to support programs that increase access to employment opportunities, education, and professional and business development for people of color.
  11. Integrate IDEA strategies and accountability into grants and scholarships offered through Legacy Foundation.

Inclusion, Diversity, Equity, and Accessibility (IDEA) Technical Assistance Application

Legacy Foundation seeks to build organization leadership for inclusion, diversity, equity, and accessibility (IDEA) work in Lake County by providing training and organizational capacity building. Legacy Foundation is launching this new initiative to support IDEA in non-profit organizations serving Lake County, Indiana. We seek to support change at the organizational level and believe IDEA learning and growth is important for all types of organizations. We understand, however, that change may look different across organizational contexts, and based on where organizations are in their IDEA journey, and will be flexible in supporting the needs organizations articulate for themselves.

Legacy Foundation will select 5 non-profit partners to engage in a series of conversations, work with a consultant to conduct an organizational IDEA assessment, and create an actionable, measurable plan with recommendations on how to improve IDEA practices. The evaluation will review, at a minimum, organization culture, community outreach, program/service delivery, board leadership, hiring, and policies. The plan will support the organization’s mission, vision, and goals; incorporate both internal and external practices, address leadership, employee engagement, hiring, stakeholder management; and community engagement. We believe this work should engage all levels and areas of the organizations, from front-line staff to Board leadership.

Participating organizations will also have the opportunity to engage in peer learning with the other selected organizations, and we seek to find ways to share the learnings with the broader community. Organizations will be selected through a competitive process; an advisory community will review proposals and make recommendations.

The process will be led by a consultant, who is being selected through a competitive RFP process. There are no grant funds associated with this program. This program may incorporate virtual meetings in lieu of in-person convening due to the COVID-19 pandemic.

Expectations and qualifications of participating organizations:

  • Commit to the process by completing organizational assessments and participating in all learning activities.
  • Must be a 501c3 located in or programming must benefit Lake County, Indiana.
  • Must show commitment to full participation in all aspects of the program through an organizational letter expressing support, signed by Executive Director and Board Chair or Co-chair.

Timeline
Application release date: September 8, 2020
Due date: October 1, 2020
Recipients announced: October 22, 2020
*Dates are subject to change at the discretion of Legacy Foundation. Please direct any questions to Kelly Anoe at kanoe@legacyfdn.org.

Start the IDEA Application

Request for Proposals: IDEA Consultant

Legacy Foundation invites proposals from qualified persons, organizations, or firms interested in entering into a contract to perform consulting services related to inclusion, diversity, equity, and accessibility (IDEA).

Scope of Services
Legacy Foundation seeks a person or team to work with 6 nonprofits (including Legacy Foundation) to:

  • hold a series of internal conversations with organization staff and board
  • conduct organizational IDEA assessment and create an actionable, measurable plan with recommendations on how to improve IDEA practices. Evaluation should include, at a minimum, organization culture, community outreach, program/service delivery, board leadership, hiring, and policies. The plan should support the organization’s mission, vision, and goals; incorporate both internal and external practices, address leadership, employee engagement, hiring, stakeholder management; and community engagement.

We believe this work should engage all levels and areas of the organizations, from frontline staff to Board leadership.

Proposals

Interested parties should submit the following:

  • A proposal with a clear consulting plan and timeline. The proposal should contain the following:
    • Contact information
    • Project description/approach
    • Personnel information, including resumes of all relevant team members
    • Contact information for 3 past clients who can be used as references
    • Budget outline
  • Please address the following questions in your proposal. Do not be limited by these questions but make sure to address them in your overall proposal.
    • Describe your approach to IDEA training and include the following:
      • Sample workshop description and short outline
      • Your approach toward working with an organization made of individuals at varying levels of understanding and/or perspectives.
    • Include a timeline of how frequently you would meet with organizational staff, in various groupings, including timing on both training and organizational level work.

Timeline
Proposals are due by 11:59 pm on September 7, 2020, emailed to Kelly Anoe, at kanoe@legacyfdn.org.  Any questions for this proposal can be directed to Kelly Anoe.

Download the RFP

Frequently Asked Questions

How do you define “access”?
We are viewing access as having opportunities equitably distributed among all populations.

Who are the 6 organizations? Legacy Foundation and 5 other nonprofits that serve Lake County, Indiana.
They have not yet been selected, but will vary in size and scope.

Will the consultant have to conduct 6 different internal assessments or one for the group?
There will be 6 separate organizations that will be at different places in their IDEA journey. Therefore, each organization will need its own assessment and plan.

Is there a steering committee or other group we would work with?
There is no steering committee at this time (although that may be a recommendation of the consultant). The consultant would report to Legacy Foundation staff, who would then report to the board.

Who is the main client we would report to and is there one person who is the final decision-maker?
Legacy Foundation

What is the budget range?
The budget has not been determined.

What is the start date?
The consultant should include the start date as part of the timeline. Consultants will be selected by the end of September.

What is this project will take longer than 3-6 months?
The 3-6 month timeline requirement has been eliminated. The consultant can determine how long this project will take and include that as part of the proposed timeline.

What is the availability of staff to work on this with the team?
Legacy Foundation staff have made this a priority, and the other 5 nonprofits that will be selected must also commit to prioritize IDEA. However, some may be smaller organizations with limited capacity, so plans should be understanding of organizational size.

We saw that the proposal deadline is August 27.
On the website, the deadline is listed as 11:59pm September 7. Which is the current deadline? We have extended the deadline until September 7

The RFP notes that “the Legacy Foundation seeks a person or team to work with 6 nonprofits.” Would you clarify how the 6 nonprofits work together or plan to work together, for the purposes of this project?
The consultant would work with each nonprofit individually to develop a plan specific to each. However, there may be a cohort component where trainings or learning opportunities could bring the nonprofits together.

How many employees do the nonprofits have? Separately and all together?
Nonprofits will vary in size. Not all employees need to be trained, the consultant could select a number or group of employees from each organization.

Who is eligible to apply for this opportunity?
We are accepting proposals from consultant firms, non-profits, and other organizations with expertise in IDEA

Will Legacy Foundation reimburse the contractor for travel and related expenses?
Proposed budgets should be all-inclusive. We will not reimburse for additional expenses.

Is Legacy Foundation open to virtual training being delivered via webinars and online?
Yes, we are open to this format if the training is interactive and of highest quality to maintain attendee interest.

Is there a number of available hours by organization for involvement in this program?
There is no set number of hours that organizations have been told to commit to this initiative, but organizations must commit to being engaged and available as required by the consultant.

How will consultant proposals be evaluated?
Consultants are being evaluated based on experience, proven outcomes, references, and price.