Community Engagement and Financial Strategy Services

The vendor required to provide to engage a qualified consultant and consultant team to assist in developing a comprehensive financial strategy and community engagement process for the allocation of funds.
- Goals
•    To create a just transition away from a fossil fuel economy, towards a healthy, inclusive and thriving economy for residents;
•    To decrease the city’s dependence on chevron, generating new tax revenue streams for the city and high-quality union jobs for residents; 
•    To repair the harm posed by chevron’s operations on residents’ health and neighborhoods, particularly frontline communities and those affected most historically; 
•    To ensure transparency and public accountability on how the funds are spent, including public involvement in allocating funds for community-visioned ideas;
•    To protect workers, especially those in impacted industries, and those who work for the city during the ongoing and accelerating economic transition.
1. Community engagement
•    Community engagement is essential to this project, and the community engagement facilitators should have the qualifications and competency to successfully engage diverse populations throughout the process. 
•    The consultant should use the information and learnings collected from the community to directly inform reports and recommendations. 
•    Community engagement should be accessible to all community members and include a variety of voices and stakeholders including community groups, labor unions, and individuals particularly in neighborhoods impacted by environmental pollution caused by the local refinery’s pollution- frontline communities, black and brown, and low-income communities. 
•    The consultant should incorporate various methods of both information gathering and communicating results back out to the community and stakeholders.
2. Financial strategy development
•    Advise on investment options for holding settlement funds in an account that maximizes earnings during the engagement process and beyond.
•    Provide recommendations for long-term financial management and allocation strategies aligned with community priorities.
3. Framework for expenditure
•    Gather and synthesize community input on preliminary expenditure categories, as well as other options: 
o    Large-scale economic development
o    Inclusive economic development
o    Community visioned projects
o    Investments in public works and infrastructure
o    City staffing and consultants
•    Ensuring community governance and accountability. 
4. Reporting and deliverables
•    Community engagement plan and outreach materials.
•    Financial strategy report for holding and releasing funds.
•    Develop a proposed framework for adoption by city council that reflects community priorities and legal requirements.
•    Summary community feedback and identify common themes, priorities, and project ideas
•    Draft expenditure framework based on community input.
•    Final report and presentation to city council.