Request for Proposal



This proposal is for services to assist Elders in Action in becoming a more inclusive organization.


Agency Mission and Background

Elders in Action has committed to engaging in work to become a more fully inclusive organization so that we may better serve an increasingly diverse older adult population.

Founded in 1968 as the Portland/Multnomah Commission on Aging, Elders in Action was formed as a private 501(c)3 organization in 1997 and, as such, brings 49 years of experience in advocacy on behalf of older adults and service delivery to our community.

Elders in Action’s mission is to ensure the vibrancy of our community through the active engagement of older adults. We work to promote the health and resiliency of older adults through advocacy, education and direct service.
More than 130 volunteers, assisted by a small staff of 8, provide for the interests of older adults through our Civic Involvement, Personal Advocate, Age Friendly Business Network, and Community Engagement programs.


Inclusiveness Goals

In 2016, the Elders in Action Board of Directors completed a strategic planning process which identified these overarching organizational goals:

  • To be the leading advocate and resource for older adults in the tri-county region.
  • To partner with other senior service organizations to amplify the voice of older adults in the community.
  • To be a culturally responsive, diverse, and inclusive organization that reflects the diversity of our community.
  • To be recognized for our model volunteer engagement program that connects older adults to volunteer and service opportunities in our community.
  • To have a strong and sustainable funding model that supports the organization’s future needs and programs.


Role of the Consultant

Aid us in moving closer to our goals by:

  • Working with the Inclusiveness Workgroup throughout the inclusiveness initiative to plan and execute the initiative.
  • Designing strategies and gathering data during the information-gathering phase.
  • Conducting trainings to create a more inclusive organizational culture.
  • Creating an evaluation plan to measure efficacy of trainings and progress of inclusiveness initiative.
  • Guiding us in developing a road map to help us develop new approaches and programs to ensure that our work best represents, engages, and provides services for older adults across communities in our region.

Desired Outcomes

At the end of the process, we would like to see the following concrete outcomes:

  • Information gathering with data on our community, our field, and our organization.
  • Perspectives of internal and external stakeholders about our work and workplace.
  • A blueprint for further action toward becoming more inclusive.
  • Increased cross-cultural effectiveness of staff and board members.
  • A culture in which an evaluation, renewal, and recommitment to diversity, equity, and inclusion is embedded in all activities, program development, processes, and procedures.



Proposal Content

Interested parties should submit the following:


Proposal Requirements

  1. Provide a brief description of your firm or organization, including areas of expertise, history, years in operation and total staff size


  1. Describe the services you propose to provide, including activities, timelines and staffing


  1. Describe your understanding of social equity and its application to the work of Elders in Action


  1. Describe how you have worked with or addressed issues of your own privilege as you have engaged in work with underserved communities.


  1. Describe the primary thing you think groups newly embarking on internal equity/Inclusiveness efforts miss and should be aware of in their early stage planning


Proposals should contain the following:

  • Resumes of key staff who will work on the project
  • Budget broken out by proposed tasks
  • A proposal for a proposed consulting/training plan, not to exceed five pages.
  • A list of past clients and two references on prior projects
  • Contact information


Applicants must clearly demonstrate the following:

  • Proven knowledge of, and successful implementation of, inclusiveness and diversity training sessions and a thorough understanding of issues of inclusiveness.
  • Ability to communicate effectively with diverse populations.
  • Knowledge of nonprofit organizations.
  • Knowledge of volunteer-based organizations.
  • Strong communication skills.



The budget for a consultant is $30,000.00


Proposed Timeline

  • Letters of Proposal are due by 10/31/17
  • The selected consultant will be notified by11/20/17.
  • We have a target start date of 12/1/17


Mail proposal to:

Elders in Action

1411 SW Morrison St., Ste 290

Portland, OR 97205

Attention: Barbara Bernstein/DEI Work-group

OR email with subject line: DEI Proposal


This is a Meyer Memorial Foundation funded project. For questions or request for the original MMT proposal please contact Barbara Bernstein, Executive Director,; 503-235-5474