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Zeki Advisors LLC 6/10/2026
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Zeki Advisors LLC 6/10/2026
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Last modified
6/12/2026 9:08:13 AM
Creation date
6/12/2026 9:07:41 AM
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Contracts
Contractor's Name
Zeki Advisors LLC
Approval Date
6/10/2026
End Date
12/31/2026
Department
Economic Development
Department Project Manager
Dan Eernissee
Subject / Project Title
Support With Opportunity Zone Applications And Economic Development Tasks
Tracking Number
0005268
Total Compensation
$20,000.00
Contract Type
Agreement
Contract Subtype
Professional Services (PSA)
Retention Period
6 Years Then Destroy
Imported from EPIC
No
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Exhibit A (Scope of Work) <br />SCOPE OF WORK <br />Background work <br />Collection of Information: <br />•Opportunity Zones (OZ) structure, advantages and disadvantages, functioning, <br />history and performance <br />•Application requirements and process, including an understanding of scoring <br />criteria and changes to the policy’s geographic targeting criteria, incentive <br />structure and reporting requirements <br />•Target Census Tracts and data <br />o Identify local government-proposed census tracts <br />o Reviewing Washington OZ 2.0 eligible census tract map data <br />o Review 2020-2024 ACS 5-year data set (released January 2026) <br />•Attending webinar on May 7, 2026 <br />•Meetings with client <br />Preparing Information to Address Principle Evaluation Criteria <br />THREE PRIMARY CRITERIA <br />Community need, support and capacity <br />Market/Investment readiness <br />Local government support and policy alignment <br />FIVE SUBCRITERIA <br />Listed per the application materials <br />Work Products <br />Principal Products <br />•Applications for up to four (4) Opportunity Zone designated areas. <br />•Prepare support template letter and cover email <br />•Supporting materials <br />Other potential products (dependent on client request and time allotment) <br />•Briefing summary <br />o Application summary description <br />o Challenges or strategy take-aways <br />o Impact goal <br />•Presentation slides <br />•OZ Fact Sheet <br />•Information resources list including US Treasury and Washington FAQs <br />•Follow up to answer questions or provide supplemental information materials <br />during OZ Designation Period (July 1 to October 1, 2026)
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